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-a221891c7833f951e98385ff","Cognex","INDUSTRIAL_VISION_PLATFORM_PROFILE_COMPLETED_ROBOT_ECONOMICS_OPEN","视觉系统、读码、3D和深度学习视觉及机器人应用已形成基础内容卡","机器人客户、收入、产品占比、ASP和寿命未拆","10-K分项、官方机器人案例或客户采购资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"COMPANY-a480f4523dbe16ac525ddb5f","Elmo Motion Control","COMPACT_SERVO_DRIVE_PROFILE_COMPLETED_HUMANOID_CUSTOMERS_OPEN","超小型伺服驱动、多轴控制和机器人应用已形成基础内容卡","单体财务、人形客户、出货、产能、ASP和寿命未拆","Bosch/Elmo官方案例、客户侧BOM或驱动器规格/报价","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"COMPANY-aeb2b44d9b9e6eb7ecd8ff7c","Faulhaber","MICRO_DRIVE_SYSTEM_PROFILE_COMPLETED_HUMANOID_VOLUME_OPEN","微型电机、减速、编码和控制产品及灵巧手等应用已形成基础内容卡","财务、人形客户、供货量、产能、ASP和寿命未拆","官方机器人案例、客户BOM、产品寿命或批量报价","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"COMPANY-88ea746258eadc1ece9c9d85","GelSight","OPTICAL_TACTILE_PROFILE_COMPLETED_MASS_PRODUCTION_OPEN","光学触觉产品、灵巧手/抓取/训练应用已形成基础内容卡","财务、客户、出货、价格、寿命、交期和量产适配未拆","官方客户案例、耐久测试、产品报价或量产合作披露","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"