Cai
2026-08-29 e8f8034be44f16234bfb55ab072ee86e3c9bebdc
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"company_id","company_name","content_state","confirmed_increment","remaining_high_value_gap","next_valid_trigger","formal_pool_effect","evidence_strength_effect"
"COMPANY-57593539a809aeff1e159fda","立讯精密","PLATFORM_AND_ROBOT_INVESTMENT_CONFIRMED_QUANTIFICATION_OPEN","全栈制造平台、全球产能网络及具身智能机器人装备投入方向得到正式披露支持","机器人客户、订单、出货、专用产能、收入及利润均未拆","公司或客户正式公告具名合作、订单、量产或机器人业务分部数据","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"COMPANY-470b28eafd515440b4696034","银轮股份","HEAD_CUSTOMER_COOPERATION_AND_PARTIAL_SUPPLY_CONFIRMED_DETAILS_OPEN","1+4+N产品矩阵、头部客户合作、部分品类配套供货及机器人专利得到正式IR支持","具体客户、品类、供货量、订单金额、机器人收入和毛利未披露","公司披露具体配套品类、客户侧验证或机器人分部经营数据","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"COMPANY-fd0a7ac651ed5799c558683c","英搏尔","JOINT_MODULE_R_AND_D_CONFIRMED_COMMERCIALIZATION_OPEN","关节模组GaN技术路线、丰立智能合作开发和公司整体经营能力得到正式披露支持","仍缺机器人样机验证、客户定点、订单、量产时间、产能和收入","关节模组样机、定点、批量订单、产品交付或机器人收入披露","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"COMPANY-d0f72d5d96eb46a33e07d1ec","安培龙","MULTI_CUSTOMER_SAMPLING_AND_CAPACITY_PLAN_CONFIRMED_ORDERS_OPEN","多家国内机器人企业送样测试、50万只力传感器规划产能和明确募投金额得到正式披露支持","客户名称、定点、订单、批量交付、实际产能利用率和机器人收入未披露","送样转定点或批量、产线设备投产、实际产量良率及机器人收入披露","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"