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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-6f1a9695e1b7b7cd534d6db7","宁德时代","ENERGY_PLATFORM_SCALE_AND_ROBOT_ECOSYSTEM_PARTICIPATION_CONFIRMED_DIRECT_SUPPLY_OPEN","电池规模、研发、产能及具身智能投资/场景线索得到冻结资料支持","机器人电池包/BMS客户、型号、供货量、ASP、寿命和收入均未披露","本体厂BOM、客户采购、宁德IR或机器人专用产品/收入披露","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
| "COMPANY-ddfd165172d7d0cca15ce9ac","德赛电池","HUMANOID_BATTERY_VALIDATION_SAMPLE_OR_SMALL_BATCH_CONFIRMED_SCALE_OPEN","已有产品应用于人形机器人且处于验证、样品或小批量阶段得到互动口径支持","客户、规格、定点、规模化销量、收入、ASP和寿命未披露","客户定点/量产公告、产品规格或机器人电池分项收入","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
| "COMPANY-c2a42998e4b080739715f80c","瑞可达","ANONYMOUS_HEAD_EMBODIED_CUSTOMERS_AND_BATCH_SUPPLY_CONFIRMED_ECONOMICS_OPEN","多个全球头部具身客户、产品开发及批量供货线索得到冻结互动资料支持","客户名称、供货量、收入、ASP、寿命、失效率和份额未披露","原始IR、客户侧采购确认、产品寿命测试或机器人收入拆分","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
| "COMPANY-732ca2959b736bfaa6927d31","永贵电器","ROBOT_CONNECTOR_DEVELOPMENT_COOPERATION_AND_SMALL_BATCH_LEAD_CONFIRMED","关节连接器/充放电接口规划、智元合作及小批量线索得到冻结资料支持","项目进度、客户、型号、数量、订单、收入、ASP和寿命未披露","智元项目成果、公司原始供货披露、产品参数或客户采购公告","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
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