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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"
| "N050HV3-EV-001","COMPANY-5a43f60137a848360a5d2800","奥比中光","奥比中光投资者关系活动记录表（2026年6月22日-24日）","https://dataclouds.cninfo.com.cn/shgonggao/investor/2026/20260629/b3dfe3540833fb8e5e15c15f1c318ade.pdf","2026-06-29","交易所正式披露","P1，L39-L43，英伟达生态适配","PRODUCT_ECOSYSTEM_VALIDATION","Gemini 335、Gemini 336系列双目3D相机已进入NVIDIA Isaac Sim机器人仿真开发平台并与Isaac Perceptor集成，多款产品完成与Jetson Thor等系统级模块的适配验证。","2","款明确列名相机系列","2026-06","公司3D视觉产品已进入机器人开发生态的适配与验证环节。","平台适配和集成不等于终端客户定点、独家供应、量产订单或机器人业务收入确认。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV3-EV-002","COMPANY-5a43f60137a848360a5d2800","奥比中光","奥比中光投资者关系活动记录表（2026年6月22日-24日）","https://dataclouds.cninfo.com.cn/shgonggao/investor/2026/20260629/b3dfe3540833fb8e5e15c15f1c318ade.pdf","2026-06-29","交易所正式披露","P2，L70-L79，海外客户与生态合作","NAMED_ROBOT_CUSTOMER_RELATIONSHIPS","公司列示韩国移动机器人企业Twinny、护理机器人企业RoboCare、美国物流机器人企业Quasi Robotics、新加坡清洁机器人企业LionsBot等海外业务合作对象。","4","家机器人相关具名合作对象","2026-06","具名合作关系使海外机器人客户覆盖从概念层进入可核验对象层。","记录表未披露各客户合同金额、供货产品、收入贡献、合作期限或是否持续批量采购。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV3-EV-003","COMPANY-5a43f60137a848360a5d2800","奥比中光","奥比中光投资者关系活动记录表（2026年6月22日-24日）","https://dataclouds.cninfo.com.cn/shgonggao/investor/2026/20260629/b3dfe3540833fb8e5e15c15f1c318ade.pdf","2026-06-29","交易所正式披露","P2-P3，L80-L82，越南工厂建设","PRODUCTION_FOOTPRINT_PLAN","公司正在推进越南北宁工厂建设，未来计划形成中国与越南双工厂制造布局，并覆盖从新产品导入到大规模量产的服务能力。","","","2026-06","海外制造能力建设有助于交付和供应链韧性，但仍处建设与未来能力表述。","未披露投产日期、设计产能、实际产量、产能利用率及机器人产品专属产能，不能写成已经投产。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV3-EV-004","COMPANY-5a43f60137a848360a5d2800","奥比中光","奥比中光投资者关系活动记录表（2026年6月22日-24日）","https://dataclouds.cninfo.com.cn/shgonggao/investor/2026/20260629/b3dfe3540833fb8e5e15c15f1c318ade.pdf","2026-06-29","交易所正式披露","P1-P2，L49-L51及L65-L67，商业化风险提示","COMMERCIALIZATION_RISK","公司明确提示物理AI研发投入大、技术迭代快，商业化变现仍处早期，相关场景收入与盈利贡献存在不确定性。","","","2026-06","该风险提示为机器人业务收入和盈利判断设置了官方上限。","不得把产品适配、商业应用或具名合作直接升级为规模收入、盈利兑现或投资结论。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV3-EV-005","COMPANY-bdcc138a4c7e376aa480736d","奥普特","奥普特投资者关系活动记录表（2026年4月29日-30日）","https://dataclouds.cninfo.com.cn/shgonggao/investor/2026/20260430/167525aedd2045e7aa27b06f7a502125.PDF","2026-04-30","交易所正式披露","P1，问题1，2026年第一季度业绩","LATEST_OPERATING_UPDATE","2026年第一季度营业收入35743.58万元，同比增长33.51%；归母净利润6387.67万元，同比增长10.40%。","35743.58","万元营业收入","2026Q1","公司总体收入和利润继续增长，为机器人第二增长曲线投入提供经营背景。","整体业绩主要受3C、锂电、半导体、汽车及并购等因素影响，不能全部归因于机器人。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV3-EV-006","COMPANY-bdcc138a4c7e376aa480736d","奥普特","奥普特投资者关系活动记录表（2026年4月29日-30日）","https://dataclouds.cninfo.com.cn/shgonggao/investor/2026/20260430/167525aedd2045e7aa27b06f7a502125.PDF","2026-04-30","交易所正式披露","P1，问题2，工业AI系统解决方案收入","INDUSTRIAL_AI_REVENUE","2025年工业AI相关系统解决方案收入12786万元，同比增长96.77%；2026年第一季度收入7937万元，同比增长298.59%。","7937","万元收入","2026Q1","工业AI解决方案已形成量化收入，但其口径覆盖制造视觉场景，不等同于机器人收入。","不得把工业AI解决方案收入全部映射为机器人感知或具身智能业务。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV3-EV-007","COMPANY-bdcc138a4c7e376aa480736d","奥普特","奥普特投资者关系活动记录表（2026年4月29日-30日）","https://dataclouds.cninfo.com.cn/shgonggao/investor/2026/20260430/167525aedd2045e7aa27b06f7a502125.PDF","2026-04-30","交易所正式披露","P2，问题4，机器人领域收入","ROBOT_RELATED_CUSTOMER_REVENUE","公司披露2025年与机器人相关客户业务收入约2330万元。","2330","万元机器人相关客户业务收入","2025FY","这是当前可直接引用的机器人相关客户收入量化口径，显著高于仅列产品或应用场景的信息。","口径是与机器人相关客户业务收入，并非严格的机器人产品分部；未披露客户拆分、毛利、订单和出货量。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV3-EV-008","COMPANY-bdcc138a4c7e376aa480736d","奥普特","奥普特投资者关系活动记录表（2026年4月29日-30日）","https://dataclouds.cninfo.com.cn/shgonggao/investor/2026/20260430/167525aedd2045e7aa27b06f7a502125.PDF","2026-04-30","交易所正式披露","P2，问题4，华盛控3D视觉拆垛合作","NAMED_ROBOT_APPLICATION","公司与华盛控科技合作，以智能3D视觉拆垛系统支持机器人工作站，披露亚毫米级定位及66ms全周期采集等应用指标。","66","毫秒全周期采集","2026-04","具名合作和场景指标说明3D视觉已进入机器人工作站应用。","单一合作案例不等于大规模量产、独家供应或可持续订单；抓取率提升未披露可复算基线。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV3-EV-009","COMPANY-0ec2cd70acf945e9aac0b0b7","步科股份","步科股份投资者关系活动记录表（2026年5月6日-8日）","https://pdf.dfcfw.com/pdf/H22_AN202605111822171068_1.pdf","2026-05-11","交易所正式披露镜像","P1，问题1，下游行业收入拆分","ROBOT_SEGMENT_REVENUE","2026年第一季度公司营业收入1.89亿元，其中机器人行业销售收入1.02亿元，同比增长64.64%。","1.02","亿元机器人行业销售收入","2026Q1","机器人行业已经形成公司可量化的主要收入来源。","行业口径覆盖工业移动、协作、工业机械臂和人形机器人，不能全部归因于人形机器人。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV3-EV-010","COMPANY-0ec2cd70acf945e9aac0b0b7","步科股份","步科股份投资者关系活动记录表（2026年5月6日-8日）","https://pdf.dfcfw.com/pdf/H22_AN202605111822171068_1.pdf","2026-05-11","交易所正式披露镜像","P1，问题2，机器人收入结构","ROBOT_REVENUE_MIX","公司称过去机器人业务约90%收入来自工业移动机器人；2025年工业移动机器人占比降至约80%，人形、协作和工业机械臂合计约20%。","20","%非移动机器人收入占比","2025FY","收入结构显示非移动机器人开始形成可量化贡献。","合计20%没有进一步拆分人形、协作和工业机械臂，不能据此计算人形机器人独立收入。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV3-EV-011","COMPANY-0ec2cd70acf945e9aac0b0b7","步科股份","步科股份投资者关系活动记录表（2026年5月6日-8日）","https://pdf.dfcfw.com/pdf/H22_AN202605111822171068_1.pdf","2026-05-11","交易所正式披露镜像","P2，问题3，客户与订单进展","ORDER_AND_CUSTOMER_PROGRESS","公司称已切入全球及国内工业机械臂、协作机器人头部客户供应链，订单实现突破性提升；人形机器人由小批量订单进入批量订单。","","","2026Q1","客户和订单状态已从样品/小批量推进到公司口径下的批量阶段。","未披露客户名称、订单金额、交付期限、独供或主供地位，不能扩写为具体客户量产合同。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV3-EV-012","COMPANY-0ec2cd70acf945e9aac0b0b7","步科股份","步科股份投资者关系活动记录表（2026年5月6日-8日）","https://pdf.dfcfw.com/pdf/H22_AN202605111822171068_1.pdf","2026-05-11","交易所正式披露镜像","P2，问题4，无框力矩电机出货","FRAMELESS_MOTOR_SHIPMENT","2025年无框力矩电机销量约8.3万台，同比增长247.84%；2026年第一季度销量约3.5万台，同比增长246.28%。","3.5","万台无框力矩电机销量","2026Q1","无框力矩电机已经形成连续量化交付，可跟踪机器人核心部件放量。","销量覆盖人形和协作机器人等场景，未披露客户、单价、收入、利润、产能与库存，不能直接推算业务价值。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV3-EV-013","COMPANY-1cfad7b8d85398f01a8bfc5f","双环传动","双环传动2025年年度报告","https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12172151&stockid=002472","2026-04-24","交易所正式披露镜像","年报经营情况，分产品收入L107-L120","REDUCER_AND_ACTUATOR_REVENUE","2025年智能执行机构收入79761.71万元，同比增长24.17%；减速器及其他收入79505.23万元，同比增长21.18%。","79505.23","万元减速器及其他收入","2025FY","智能执行机构和减速器已成为可量化增长业务。","减速器及其他口径并非环动科技或机器人RV减速器独立收入，智能执行机构也包含非机器人应用。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV3-EV-014","COMPANY-1cfad7b8d85398f01a8bfc5f","双环传动","环动科技科创板招股说明书（申报稿）","https://static.sse.com.cn/stock/disclosure/announcement/c/202603/002040_20260331_MAQT.pdf","2026-03-31","上交所发行上市审核文件","招股说明书，业务与技术—主营业务及主要产品","ROBOT_SUBSIDIARY_PRODUCT_POSITION","环动科技是双环传动集团内机器人关节精密减速器业务主体，主要产品为RV减速器，并覆盖精密配件和谐波减速器，主要面向工业机器人厂商。","","","2025H1更新稿","环动科技提供了比双环传动合并口径更直接的机器人减速器业务观察窗口。","招股说明书为申报文件，上市审核和未来经营存在不确定性；产品定位不能替代具体客户订单。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV3-EV-015","COMPANY-1cfad7b8d85398f01a8bfc5f","双环传动","环动科技科创板招股说明书（申报稿）","https://static.sse.com.cn/stock/disclosure/announcement/c/202603/002040_20260331_MAQT.pdf","2026-03-31","上交所发行上市审核文件","招股说明书，业务与技术—销售情况和主要客户","CUSTOMER_CONCENTRATION_RISK","招股书披露2025年上半年RV减速器收入约占主营业务收入93%，前五名客户销售收入占营业收入约83.69%，客户和产品集中度较高。","83.69","%前五名客户收入占比","2025H1","环动科技收入与机器人RV减速器高度相关，但客户集中风险也显著。","客户集中度不能推导为稳定长期订单；未在本行展开具名客户金额，且申报期后结构可能变化。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV3-EV-016","COMPANY-1cfad7b8d85398f01a8bfc5f","双环传动","环动科技科创板招股说明书（申报稿）","https://static.sse.com.cn/stock/disclosure/announcement/c/202603/002040_20260331_MAQT.pdf","2026-03-31","上交所发行上市审核文件","招股说明书，募集资金运用—机器人精密减速机智能制造基地","CAPACITY_EXPANSION_PLAN","环动科技拟将11.10亿元募集资金用于机器人精密减速机智能制造基地，项目规划新增年产32万套RV减速器能力。","32","万套规划年产能","规划期","扩产项目为未来供给能力的重要观察点。","募集资金和规划产能不等于已募集、已建成、已投产或已达到利用率，必须后续核验建设与实际产销。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
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