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| "evidence_id","company_id","company_name","source_title","source_url","source_date","source_type","content_locator","fact_type","fact_text","value","unit","period","robot_chain_interpretation","evidence_boundary","status"
| "N050HV2-EV-001","COMPANY-46852fd524e431d316d91b73","汇川技术","汇川技术2026年第一季度报告","https://static.cninfo.com.cn/finalpage/2026-04-28/1225208497.PDF","2026-04-28","交易所正式披露","P1，主要会计数据","LATEST_OPERATING_UPDATE","2026年一季度营业收入101.43亿元，同比增长12.98%；归母净利润10.13亿元，同比下降23.39%。","101.43","亿元营业收入","2026Q1","公司整体保持收入增长，但利润承压，需要将机器人战略投入与实际回报分开跟踪。","季度报告未单列工业机器人或人形机器人零部件收入、成本与利润，整体财务数据不能全部归因于机器人。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV2-EV-002","COMPANY-46852fd524e431d316d91b73","汇川技术","汇川技术2025年三季度业绩说明会记录","https://static.cninfo.com.cn/finalpage/2025-10-27/1224738245.PDF","2025-10-27","交易所正式披露","P3-P4，问题13-17","HUMANOID_CUSTOMER_AND_ORDER_STATUS","公司称人形机器人零部件发布后客户反馈正面，正与国内外主流人形机器人厂家沟通，但批量订单仍需时间；公司计划成立智能机器人事业部，整合工业机器人、视觉和人形机器人业务。","","","截至2025-10","已进入客户沟通和产品反馈阶段，但尚不能确认批量订单。","客户反馈和沟通不等于定点、签约或批量供货；公司已明确批量订单仍需时间，不得猜测客户名单。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV2-EV-003","COMPANY-46852fd524e431d316d91b73","汇川技术","汇川技术2025年三季度业绩说明会记录","https://static.cninfo.com.cn/finalpage/2025-10-27/1224738245.PDF","2025-10-27","交易所正式披露","P4，问题15-17","ROBOT_COMPONENT_AND_SOFTWARE_STACK","公司在人形机器人方向布局丝杠、无框力矩电机、驱动器、编码器、减速器、旋转/直线关节模组，并将视觉、末端运动控制与开源大模型结合；平台型产品基础上再面向大客户定制。","","","截至2025-10","具备跨电机、驱动、传动、编码、模组、视觉和控制的软件硬件协同能力。","产品组合与技术协同不等于所有零部件都已量产或形成收入；公司不直接研发大模型，不能表述为自有通用大模型。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV2-EV-004","COMPANY-c4143a95cbdf9879bec86e8d","绿的谐波","绿的谐波2025年年度报告（更正后）","https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12438944&stockid=688017","2026-07-10","公司正式公告公开镜像","主要会计数据及收入变动原因","REVENUE_AND_PROFIT_GROWTH","2025年营业收入5.7071亿元，同比增长47.31%；归母净利润1.2437亿元，同比增长121.42%。公司将增长主要归因于工业机器人回暖、具身智能机器人发展以及谐波减速器和机电一体化执行器销售增长。","5.7071","亿元营业收入","2025","机器人与具身智能需求已在公司整体收入和利润增长中形成明确驱动。","年报没有将工业机器人和具身智能分别拆出绝对收入，不能把全部增长归因于人形机器人。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV2-EV-005","COMPANY-c4143a95cbdf9879bec86e8d","绿的谐波","绿的谐波2025年年报问询函回复","https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12438947&stockid=688017","2026-07-10","公司正式公告公开镜像","问题1，订单、收入与行业对比","ORDER_AND_REVENUE_VISIBILITY","公司披露2025年新签订单6.1506亿元，同比增长55.92%；年末在手订单2.0503亿元，同比增长36.19%。谐波减速器及金属零部件收入增长与订单和出货增长相匹配。","6.1506","亿元新签订单","2025","订单和收入形成可量化对应，可用于跟踪减速器及相关零部件放量。","订单为公司整体订单口径，不能全部归为具身智能或人形机器人；客户、产品与订单金额未逐项对应。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV2-EV-006","COMPANY-c4143a95cbdf9879bec86e8d","绿的谐波","绿的谐波2026年第一季度报告","https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12146048&stockid=688017","2026-04-23","公司正式公告公开镜像","主要财务数据","LATEST_OPERATING_UPDATE","2026年一季度营业收入1.4013亿元，同比增长42.96%；利润总额3635.52万元，同比增长60.35%。","1.4013","亿元营业收入","2026Q1","2025年的增长趋势延续到2026年一季度。","季度报告未单列人形机器人、工业机器人、谐波减速器或执行器收入，不得按整体增速推算单一业务。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV2-EV-007","COMPANY-ae07a193ac0cb02ab88d51e3","三花智控","三花智控2025年年度报告","https://static.cninfo.com.cn/finalpage/2026-03-24/1225026522.PDF","2026-03-24","交易所正式披露","业务结构与分产品收入","ROBOT_REVENUE_DISCLOSURE_GAP","2025年公司收入仍按制冷空调电器零部件和汽车零部件披露，未单列机器人机电执行器收入、成本、订单或客户。","0","个单列机器人收入分部","2025","最新年度报告仍不能确认机器人执行器已经形成可量化经营贡献。","未单列不等于没有研发、试制或少量业务，但不能据此自行估算机器人收入或利润。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV2-EV-008","COMPANY-ae07a193ac0cb02ab88d51e3","三花智控","三花智控2025年年度报告","https://static.cninfo.com.cn/finalpage/2026-03-24/1225026522.PDF","2026-03-24","交易所正式披露","未来发展与仿生机器人机电执行器安排","ROBOT_CAPACITY_AND_R_AND_D_PLAN","公司表示将积极扩大机电执行器海外生产、持续扩充研发队伍，并配合客户研发、试制、迭代和未来量产落地。","","","2026计划","机器人执行器已进入围绕客户协同和全球生产准备的持续投入阶段。","扩大生产和推进量产属于计划与准备，不等于已取得定点、量产订单、出货或收入；客户仍未具名。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV2-EV-009","COMPANY-ae07a193ac0cb02ab88d51e3","三花智控","三花智控机器人机电执行器项目审核问询函回复","https://static.cninfo.com.cn/finalpage/2024-09-26/1221289654.PDF","2024-09-26","交易所正式披露","P18，研发试样及收入订单情况","HISTORICAL_ORDER_BASELINE","截至2024年9月问询回复，公司机器人机电执行器处于研发、试样和客户配合阶段，尚无相关定点客户，亦未形成量产订单或收入。","0","个当时已披露定点客户","截至2024-09","提供了判断后续进展的明确历史零基线。","该口径只代表2024年9月时点，不能直接断言当前仍为零；后续若无新正式披露，也不能把市场传闻当作进展。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV2-EV-010","COMPANY-35e7000912a6caf1f24b2473","兆威机电","兆威机电2025年年度报告","https://static.cninfo.com.cn/finalpage/2026-03-31/1225057987.PDF","2026-03-31","交易所正式披露","P20，B20灵巧手及核心驱动","DEXTEROUS_HAND_PRODUCT_PROGRESS","公司于2026年1月发布B20灵巧手，整手重量600克、20个主动自由度，并表示灵巧手产品批量化生产工作持续推进；同时发布4至42毫米全栈自研高性能电机系列。","20","个主动自由度","2026-01","产品由核心驱动模组延伸至整手和全栈微型电机，已进入批量化生产推进阶段。","推进批量化生产不等于已实现稳定量产、明确出货量或收入；年报未披露客户、订单和产能。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV2-EV-011","COMPANY-35e7000912a6caf1f24b2473","兆威机电","兆威机电2025年年度报告","https://static.cninfo.com.cn/finalpage/2026-03-31/1225057987.PDF","2026-03-31","交易所正式披露","研发项目，新一代仿生灵巧手系列及核心零部件","DEXTEROUS_HAND_R_AND_D","公司正在研发17个主动自由度、整手重量低于850克的高性能仿生灵巧手，并开发直驱式手指模组、空心杯电机、微型行星齿轮箱、精密滚珠丝杠和触觉集成方案。","17","个主动自由度研发型号","2025","显示公司在灵巧手的传动、电机、丝杠、结构和触觉集成上形成系统研发能力。","研发项目状态为进行中，技术指标不等于量产规格、客户验收或商业收入；B20是另一个后续发布型号，不应混为同一产品。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV2-EV-012","COMPANY-35e7000912a6caf1f24b2473","兆威机电","兆威机电2025年年度报告","https://static.cninfo.com.cn/finalpage/2026-03-31/1225057987.PDF","2026-03-31","交易所正式披露","主要经营数据及分行业披露","ROBOT_REVENUE_DISCLOSURE_GAP","公司2025年营业收入17.16亿元、归母净利润2.54亿元，但未单列机器人或灵巧手业务收入、订单、产能和利润。","0","个单列机器人收入分部","2025","机器人产品技术进展明确，但经营贡献仍无法从公开财务报表单独复算。","公司整体收入和利润不能归因于灵巧手；下游知名客户合作表述也不能自动映射到机器人产品。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
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