1
2
3
4
5
| "company_id","company_name","high_value_gap_focus","newly_added_content","remaining_high_value_gap","content_status","formal_pool_effect","evidence_strength_effect"
| "COMPANY-99b6396dc634834c16956f33","雷赛智能","机器人业务独立收入、灵巧手爬坡、订单金额与产能兑现","补入2026Q1增长、12万台交付、灵巧手月产数百、数十家订单、200万台在建能力及6712万元产线投资","机器人独立收入与利润、订单金额、客户集中度、实际产能利用率、灵巧手实际年度销量","CONTENT_UPDATED_HIGH_VALUE_GAPS_RETAINED","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
| "COMPANY-94d33bdcbe999f76a2810a4b","柯力传感","六维力传感器量产转化、客户关系与产能","补入1500只销量、70家送样、数百台批量出货、间接进入小鹏链路及专用车间计划","实际定点与持续供货客户、直接客户关系、当前及年底产能、良率、机器人业务收入和利润","CONTENT_UPDATED_HIGH_VALUE_GAPS_RETAINED","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
| "COMPANY-3868147b6b9f2afbfbc7709b","拓普集团","机器人执行器量产、客户、产销量与基地投产","补入执行器收入/成本/毛利、七类产品矩阵、150亩基地及2026量产计划","客户与订单、实际投产日期、产能利用率、执行器数量、灵巧手进展、机器人业务利润","CONTENT_UPDATED_HIGH_VALUE_GAPS_RETAINED","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
| "COMPANY-141dcd01441d8c955f6a9a8f","埃斯顿","工业机器人增长结构、AI产品兑现与下游订单","补入品牌机器人近50%增长、重点下游需求、AI+机器人全栈及机器人子公司财务口径","品牌机器人绝对收入、具体客户订单、iER产品出货、AI软件收入、人形/具身业务独立经营数据","CONTENT_UPDATED_HIGH_VALUE_GAPS_RETAINED","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
|
|
