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| "N071-EV-0115","COMPANY-261aaeac362dc4d476a93aff","Agility Robotics","Agility Robotics公司信息梳理","source-root://project_robot_existing_research/公司档案/Agility Robotics公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L98","EXPLICIT_HIGH_VALUE_GAP","P0：Digit 在 GXO 的部署台数、收费方式、合同金额和续约情况如何？；GXO/Agility 客户侧资料","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Agility Robotics公司信息梳理.md","fae794a23f4ab1d4b45e3b40b1575067ebb7b2bc6cf4d7607c21e661f0cce7c0","61e0cacd83017d136d1a22921e45bdc737389736650eda4bb357d4effa72a213"
| "N071-EV-0116","COMPANY-3b39ea849059759fec1b4586","Apptronik","Apptronik公司信息梳理","source-root://project_robot_existing_research/公司档案/Apptronik公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L22","CHAIN_POSITION_DETAIL","所属市场：非上市公司","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Apptronik公司信息梳理.md","2e5f8fa7be6ee3746c3dc35482961011452cec19a14c91073c1e59ec857ba1c5","d39116345d035e68d2e26b369af3d6a0686ec9b1175a8dc076453364b43955c0"
| "N071-EV-0117","COMPANY-3b39ea849059759fec1b4586","Apptronik","Apptronik公司信息梳理","source-root://project_robot_existing_research/公司档案/Apptronik公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L40","PRODUCT_OR_CAPABILITY_DETAIL","Apollo：工业制造、仓储、物流、重复性劳动；官网和新闻披露为核心产品；B；正式规格、量产版本、售价","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Apptronik公司信息梳理.md","2e5f8fa7be6ee3746c3dc35482961011452cec19a14c91073c1e59ec857ba1c5","7ae87be03a60025dbe3efeee9b15b19f1ed07c58ec7f3d1e0c60750204b65656"
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| "N071-EV-0119","COMPANY-3b39ea849059759fec1b4586","Apptronik","Apptronik公司信息梳理","source-root://project_robot_existing_research/公司档案/Apptronik公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L48","QUANTITATIVE_OR_OPERATION_DETAIL","融资：3.5 亿美元 Series A；2025-02；B；融资用于扩产和商业化，不是收入","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Apptronik公司信息梳理.md","2e5f8fa7be6ee3746c3dc35482961011452cec19a14c91073c1e59ec857ba1c5","de2e5358d933eecf7bca99ea2d306fec9de88a6c54451a0725dc4e890c680257"
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| "N071-EV-0121","COMPANY-1b72e7810c45b1ea062d5ad5","Boston Dynamics","Boston Dynamics公司信息梳理","source-root://project_robot_existing_research/公司档案/Boston Dynamics公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L22","CHAIN_POSITION_DETAIL","所属市场：Hyundai Motor Group 控股体系，非独立上市","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Boston Dynamics公司信息梳理.md","976d64f225edd6e4ed9ab5f05d1030f2d8e822f72ce60e35ae6848411ad0c8a7","ae35bfe41c9c08084d66cbbb4e3b67b4216d1edac5c3bb9b15893baf6e8ab369"
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| "N071-EV-0146","COMPANY-1508325d5114b4b9f0325b35","Omron","Omron公司信息梳理","source-root://project_robot_existing_research/公司档案/Omron公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L13","CHAIN_POSITION_DETAIL","产业链话语权：中强。优势在传感/控制/安全/视觉和移动机器人系统集成，适合工厂柔性自动化。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Omron公司信息梳理.md","f0d4843300226eb04064b06a2ce4c4d3281e468e85d6ed574111c8ebc387f0c7","cecd87e55222c323bcf1c55198e090bd661f6a5a4c19a78f9e2271e5bfe06049"
| "N071-EV-0147","COMPANY-1508325d5114b4b9f0325b35","Omron","Omron公司信息梳理","source-root://project_robot_existing_research/公司档案/Omron公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L21","PRODUCT_OR_CAPABILITY_DETAIL","细分产品：PLC、运动控制、传感器、安全、视觉、AMR、工业机器人/协作机器人","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Omron公司信息梳理.md","f0d4843300226eb04064b06a2ce4c4d3281e468e85d6ed574111c8ebc387f0c7","563fb4c80d09d35b3b60699dd21d90b324e5353e44add927c4882f16f8a5f01a"
| "N071-EV-0148","COMPANY-1508325d5114b4b9f0325b35","Omron","Omron公司信息梳理","source-root://project_robot_existing_research/公司档案/Omron公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L54","CUSTOMER_OR_COMMERCIAL_DETAIL","P0：Omron 机器人业务收入、AMR/协作机器人销量和客户结构。","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Omron公司信息梳理.md","f0d4843300226eb04064b06a2ce4c4d3281e468e85d6ed574111c8ebc387f0c7","f3d435da7c7632cf3a7673036bc694aa860a965eae24756b29233f0800dad479"
| "N071-EV-0149","COMPANY-1508325d5114b4b9f0325b35","Omron","Omron公司信息梳理","source-root://project_robot_existing_research/公司档案/Omron公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L6","QUANTITATIVE_OR_OPERATION_DETAIL","资料口径：Omron Integrated Report 2025、Omron Robotics 公开资料、控制器专题。官方资料为 A/B 级，研报为 C 级；机器人相关收入、AMR/协作机器人销量和 ASP 未拆。","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Omron公司信息梳理.md","f0d4843300226eb04064b06a2ce4c4d3281e468e85d6ed574111c8ebc387f0c7","7f3af9880ac6bad1a2121ae152f3d09e30952106618517b6fb473daca4f79fef"
| "N071-EV-0150","COMPANY-1508325d5114b4b9f0325b35","Omron","Omron公司信息梳理","source-root://project_robot_existing_research/公司档案/Omron公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L55","EXPLICIT_HIGH_VALUE_GAP","P0：PLC/传感/安全件在机器人产线中的单机价值量。","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Omron公司信息梳理.md","f0d4843300226eb04064b06a2ce4c4d3281e468e85d6ed574111c8ebc387f0c7","543a1a0ad0f8cef743d61fc0c2d5860abb826a6bcbe6603cd7067b4164c209e4"
| "N071-EV-0151","COMPANY-38d4838441ff12c792ba8ffb","Sanctuary AI","Sanctuary AI公司信息梳理","source-root://project_robot_existing_research/公司档案/Sanctuary AI公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L22","CHAIN_POSITION_DETAIL","所属市场：非上市公司","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Sanctuary AI公司信息梳理.md","306e7ff39788911e59893fc2c9585096b7efd296aa6cb92ba5cd3da48b8e90c7","d39116345d035e68d2e26b369af3d6a0686ec9b1175a8dc076453364b43955c0"
| "N071-EV-0152","COMPANY-38d4838441ff12c792ba8ffb","Sanctuary AI","Sanctuary AI公司信息梳理","source-root://project_robot_existing_research/公司档案/Sanctuary AI公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L40","PRODUCT_OR_CAPABILITY_DETAIL","Phoenix：通用人形机器人、商业任务；官网公开核心产品；B；自主程度、部署台数、规格","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Sanctuary AI公司信息梳理.md","306e7ff39788911e59893fc2c9585096b7efd296aa6cb92ba5cd3da48b8e90c7","d22c00b05db50a818d6630bd40d28386436271a7ab7a4fb3bbd659e0cbf2d2aa"
| "N071-EV-0153","COMPANY-38d4838441ff12c792ba8ffb","Sanctuary AI","Sanctuary AI公司信息梳理","source-root://project_robot_existing_research/公司档案/Sanctuary AI公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L66","CUSTOMER_OR_COMMERCIAL_DETAIL","通用劳动力场景：Phoenix + Carbon AI；潜在；B/E；需要任务经济性验证","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Sanctuary AI公司信息梳理.md","306e7ff39788911e59893fc2c9585096b7efd296aa6cb92ba5cd3da48b8e90c7","4e3b45f4bde03e116b28cda1e84a075ce8bcc8d4de0b307daa664f81e25fbb79"
| "N071-EV-0154","COMPANY-38d4838441ff12c792ba8ffb","Sanctuary AI","Sanctuary AI公司信息梳理","source-root://project_robot_existing_research/公司档案/Sanctuary AI公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L98","QUANTITATIVE_OR_OPERATION_DETAIL","P0：Phoenix 部署客户、台数、合同金额和运行时长是多少？；客户侧资料、公司新闻","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Sanctuary AI公司信息梳理.md","306e7ff39788911e59893fc2c9585096b7efd296aa6cb92ba5cd3da48b8e90c7","7ba5dbdb462ec35ae8b8d4e730e1a7430b990372781ca157ee91a0d4569f29ce"
| "N071-EV-0155","COMPANY-38d4838441ff12c792ba8ffb","Sanctuary AI","Sanctuary AI公司信息梳理","source-root://project_robot_existing_research/公司档案/Sanctuary AI公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L99","EXPLICIT_HIGH_VALUE_GAP","P0：遥操作比例和单位经济性如何？；运维数据、客户访谈","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Sanctuary AI公司信息梳理.md","306e7ff39788911e59893fc2c9585096b7efd296aa6cb92ba5cd3da48b8e90c7","c8b7007714054c0534098622039c38361a54bdf91a0016628c9685a6a3d9d264"
| "N071-EV-0156","COMPANY-08bec4c8747cb512b4ef0a29","Tesla Optimus","Tesla Optimus公司信息梳理","source-root://project_robot_existing_research/公司档案/Tesla Optimus公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L13","CHAIN_POSITION_DETAIL","当前阶段：处于内部迭代、工厂场景验证和量产准备阶段；未见正式外部销售收入和稳定客户侧订单披露。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Tesla Optimus公司信息梳理.md","aaaa107cd8226c3ae5f87d3a71b8c119793a2c84b0e4e81eb6da0ca575eb3bb2","de9f0f2ffc5d31fc4c64237534c65319b8646d07ac8f43ce5ffd929ca7866904"
| "N071-EV-0157","COMPANY-08bec4c8747cb512b4ef0a29","Tesla Optimus","Tesla Optimus公司信息梳理","source-root://project_robot_existing_research/公司档案/Tesla Optimus公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L40","PRODUCT_OR_CAPABILITY_DETAIL","Optimus：工厂、危险/重复/枯燥劳动场景，长期可拓展到服务场景；Tesla 官方持续展示迭代；研报大量跟踪 Gen2/后续版本；B/C；量产版本、自由度、关节数量、BOM、售价","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Tesla Optimus公司信息梳理.md","aaaa107cd8226c3ae5f87d3a71b8c119793a2c84b0e4e81eb6da0ca575eb3bb2","77bcb3de8b5354d544b9cda4bc4fc44d894d301f1a170a5dd478eab20a4b5991"
| "N071-EV-0158","COMPANY-08bec4c8747cb512b4ef0a29","Tesla Optimus","Tesla Optimus公司信息梳理","source-root://project_robot_existing_research/公司档案/Tesla Optimus公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L65","CUSTOMER_OR_COMMERCIAL_DETAIL","Tesla 自有工厂：Optimus；内部验证/试点场景；B/C；真实替代工序和持续运行数据待披露","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Tesla Optimus公司信息梳理.md","aaaa107cd8226c3ae5f87d3a71b8c119793a2c84b0e4e81eb6da0ca575eb3bb2","264774149c022615476d29a6623e902a2eb3fa1ab40bd0c230b32f2401f9db9b"
| "N071-EV-0159","COMPANY-08bec4c8747cb512b4ef0a29","Tesla Optimus","Tesla Optimus公司信息梳理","source-root://project_robot_existing_research/公司档案/Tesla Optimus公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L48","QUANTITATIVE_OR_OPERATION_DETAIL","Tesla 总收入：94.83 亿美元级别口径需以 SEC 年报回源；公开摘要显示 2025 年总收入约 948.3 亿美元；2025 年；A/C；集团口径，不代表机器人收入","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Tesla Optimus公司信息梳理.md","aaaa107cd8226c3ae5f87d3a71b8c119793a2c84b0e4e81eb6da0ca575eb3bb2","d66c1dc597c7b283233fd3307f1b9395e9b3cfbb458b4775b315d81ce2797ff2"
| "N071-EV-0160","COMPANY-08bec4c8747cb512b4ef0a29","Tesla Optimus","Tesla Optimus公司信息梳理","source-root://project_robot_existing_research/公司档案/Tesla Optimus公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L99","EXPLICIT_HIGH_VALUE_GAP","P0：Optimus 量产版本 BOM、供应商和自研/外采比例是什么？；Tesla 官方、客户侧、供应商公告","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Tesla Optimus公司信息梳理.md","aaaa107cd8226c3ae5f87d3a71b8c119793a2c84b0e4e81eb6da0ca575eb3bb2","6901323bcf97431dc1af4084c2890c7a862f26e1a5d34b39e61e59d19ad32388"
| "N071-EV-0161","COMPANY-7b2fdbe6e3f78188f1ac1d89","Universal Robots","Universal Robots公司信息梳理","source-root://project_robot_existing_research/公司档案/Universal Robots公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L22","CHAIN_POSITION_DETAIL","所属市场：Teradyne, Inc. 旗下机器人业务，Teradyne 为美国上市公司","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Universal Robots公司信息梳理.md","d5440f420023a13f3606fc93c5dda41f645a864a51d57c8c930d1e555f7f5b55","defeb8cdc4f1d6adb88990eb4ce0b2634a2b0a2ce720091a28fa1bebd2dce823"
| "N071-EV-0162","COMPANY-7b2fdbe6e3f78188f1ac1d89","Universal Robots","Universal Robots公司信息梳理","source-root://project_robot_existing_research/公司档案/Universal Robots公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L41","PRODUCT_OR_CAPABILITY_DETAIL","UR20 / UR30：更高负载协作机器人；官网公开产品线；B；大负载场景客户和销量","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Universal Robots公司信息梳理.md","d5440f420023a13f3606fc93c5dda41f645a864a51d57c8c930d1e555f7f5b55","12fdb83b60d42b3f5071915b93ea93830319e9f114f5d7173fc2adf320aacd41"
| "N071-EV-0163","COMPANY-7b2fdbe6e3f78188f1ac1d89","Universal Robots","Universal Robots公司信息梳理","source-root://project_robot_existing_research/公司档案/Universal Robots公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L65","CUSTOMER_OR_COMMERCIAL_DETAIL","汽车、电子、金属加工、食品医药等：UR 协作机器人；成熟商业化；B/C；客户结构需量化","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Universal Robots公司信息梳理.md","d5440f420023a13f3606fc93c5dda41f645a864a51d57c8c930d1e555f7f5b55","87a4f87b5054e34571f625bda154ecfc096f7a0606531a1f40c03ff6d8a40b51"
| "N071-EV-0164","COMPANY-7b2fdbe6e3f78188f1ac1d89","Universal Robots","Universal Robots公司信息梳理","source-root://project_robot_existing_research/公司档案/Universal Robots公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L49","QUANTITATIVE_OR_OPERATION_DETAIL","Universal Robots 单体收入：未在本轮拆出；A/B；需 Teradyne 年报、投资者日和新闻稿","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Universal Robots公司信息梳理.md","d5440f420023a13f3606fc93c5dda41f645a864a51d57c8c930d1e555f7f5b55","5ee7c234a9a343355e954de8259b357756ba94df58aafeea99b50d248d27dcda"
| "N071-EV-0165","COMPANY-7b2fdbe6e3f78188f1ac1d89","Universal Robots","Universal Robots公司信息梳理","source-root://project_robot_existing_research/公司档案/Universal Robots公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L98","EXPLICIT_HIGH_VALUE_GAP","P0：UR 单体收入、利润、年度销量和 ASP 是多少？；Teradyne 年报/投资者日、公司新闻","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Universal Robots公司信息梳理.md","d5440f420023a13f3606fc93c5dda41f645a864a51d57c8c930d1e555f7f5b55","3ac0a2c38844142b40a144ec76675707d44da00abeda3f2d2b7a9ceb8a8e2039"
| "N071-EV-0166","COMPANY-c7298c56cf3bef14f3f28066","Yaskawa","Yaskawa公司信息梳理","source-root://project_robot_existing_research/公司档案/Yaskawa公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L13","CHAIN_POSITION_DETAIL","产业链话语权：强。既能卖整机机器人，也掌握伺服电机、驱动和控制核心能力；在工业机器人链条中有强客户与品牌壁垒。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Yaskawa公司信息梳理.md","101b26809b3ac2b4c3df4258d3fcc4f28985bbd024d74e6bb8f22e8682686e73","a119dfb67032f40c99fa74e3b6e60676f1487262ae780b3496bed7f7ac5b52bb"
| "N071-EV-0167","COMPANY-c7298c56cf3bef14f3f28066","Yaskawa","Yaskawa公司信息梳理","source-root://project_robot_existing_research/公司档案/Yaskawa公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L21","PRODUCT_OR_CAPABILITY_DETAIL","细分产品：Motoman 工业机器人、AC 伺服、控制器、变频器、系统工程","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Yaskawa公司信息梳理.md","101b26809b3ac2b4c3df4258d3fcc4f28985bbd024d74e6bb8f22e8682686e73","7f8734ba8a761f6f9d00d6b22789ba68c6e510870b0a15c3e99635930e2de505"
| "N071-EV-0168","COMPANY-c7298c56cf3bef14f3f28066","Yaskawa","Yaskawa公司信息梳理","source-root://project_robot_existing_research/公司档案/Yaskawa公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L55","CUSTOMER_OR_COMMERCIAL_DETAIL","P0：伺服和机器人分型号价格、寿命、客户结构。","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Yaskawa公司信息梳理.md","101b26809b3ac2b4c3df4258d3fcc4f28985bbd024d74e6bb8f22e8682686e73","7435c5d50fff43a786939d9fa19864440046524646ff629c8a4e544f5da402ca"
| "N071-EV-0169","COMPANY-c7298c56cf3bef14f3f28066","Yaskawa","Yaskawa公司信息梳理","source-root://project_robot_existing_research/公司档案/Yaskawa公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L54","QUANTITATIVE_OR_OPERATION_DETAIL","P0：Robotics / Motion Control 分部最新收入、利润、地区结构。","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Yaskawa公司信息梳理.md","101b26809b3ac2b4c3df4258d3fcc4f28985bbd024d74e6bb8f22e8682686e73","c9d23d1b5468e756e40472afa72fdc8ff15f33606e4ba85968b80bdc3ed07caa"
| "N071-EV-0170","COMPANY-c7298c56cf3bef14f3f28066","Yaskawa","Yaskawa公司信息梳理","source-root://project_robot_existing_research/公司档案/Yaskawa公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L31","EXPLICIT_HIGH_VALUE_GAP","客户：汽车、电子、一般工业客户广；人形客户未披露。","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Yaskawa公司信息梳理.md","101b26809b3ac2b4c3df4258d3fcc4f28985bbd024d74e6bb8f22e8682686e73","b4da6e2c528d3c0ebdca02cbd2761ef885abb15a6bf91cd710e01944042835fe"
| "N071-EV-0171","COMPANY-1972ffb340ad3833ca1779c7","埃夫特","埃夫特公司信息梳理","source-root://project_robot_existing_research/公司档案/埃夫特公司信息梳理.md","2026-06-03","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L15","CHAIN_POSITION_DETAIL","2025 年公司收入 9.32 亿元，同比下降 32.10%；归母净利润亏损 4.97 亿元，扣非归母亏损 5.41 亿元，经营现金流 -1.98 亿元。短期分析重点不是“增量多大”，而是收入修复、海外系统集成减亏、现金流改善和核心零部件自研能否真正降低成本。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/埃夫特公司信息梳理.md","99c5a260fc573408e67be5bbf8206c1cdd79b6e840bb4bb0ab9f537f3bfda70d","4ba55a8d236d9c252cd70b9eaa37e407c24cf4a08c3dd873ff0a4e333e17fe45"
| "N071-EV-0172","COMPANY-1972ffb340ad3833ca1779c7","埃夫特","埃夫特公司信息梳理","source-root://project_robot_existing_research/公司档案/埃夫特公司信息梳理.md","2026-06-03","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L42","PRODUCT_OR_CAPABILITY_DETAIL","工业机器人整机：搬运、焊接、喷涂、码垛等；公司主业；A；已有产品，但经营承压","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/埃夫特公司信息梳理.md","99c5a260fc573408e67be5bbf8206c1cdd79b6e840bb4bb0ab9f537f3bfda70d","c44f424a1d5732e8a1ac7e2a99a5b580f4fc94d6c9343f4fbe053edefabf93fb"
| "N071-EV-0173","COMPANY-1972ffb340ad3833ca1779c7","埃夫特","埃夫特公司信息梳理","source-root://project_robot_existing_research/公司档案/埃夫特公司信息梳理.md","2026-06-03","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L74","CUSTOMER_OR_COMMERCIAL_DETAIL","供货量：工业机器人整机、核心零部件和系统集成项目供货量均待补","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/埃夫特公司信息梳理.md","99c5a260fc573408e67be5bbf8206c1cdd79b6e840bb4bb0ab9f537f3bfda70d","a92f5399d32b76d3124c47f82a6465e5f5fbbc0ca22bd874ab955c0b6f2ab3ae"
| "N071-EV-0174","COMPANY-1972ffb340ad3833ca1779c7","埃夫特","埃夫特公司信息梳理","source-root://project_robot_existing_research/公司档案/埃夫特公司信息梳理.md","2026-06-03","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L51","QUANTITATIVE_OR_OPERATION_DETAIL","营业收入：9.32 亿元，同比 -32.10%；收入明显下滑","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/埃夫特公司信息梳理.md","99c5a260fc573408e67be5bbf8206c1cdd79b6e840bb4bb0ab9f537f3bfda70d","b1ac9857251c374355c59d68cce37d71f61e572af148abec98d0721659ae2bdf"
| "N071-EV-0175","COMPANY-1972ffb340ad3833ca1779c7","埃夫特","埃夫特公司信息梳理","source-root://project_robot_existing_research/公司档案/埃夫特公司信息梳理.md","2026-06-03","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L56","EXPLICIT_HIGH_VALUE_GAP","人形 / 具身收入：未披露；不可外推","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/埃夫特公司信息梳理.md","99c5a260fc573408e67be5bbf8206c1cdd79b6e840bb4bb0ab9f537f3bfda70d","827c7c026a840605a44c07306a5d2ec53a07c96a9587fa702efbbf4d93bd9728"
| "N071-EV-0176","COMPANY-cf4ec9a3c33afd0fac700977","遨博智能","遨博智能公司信息梳理","source-root://project_robot_existing_research/公司档案/遨博智能公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L11","CHAIN_POSITION_DETAIL","当前本轮资料没有足够的收入、毛利和客户供货数据。后续需要补产品手册、客户案例、融资/招股书资料和渠道价格。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/遨博智能公司信息梳理.md","b4185eb19c6d2b30dca65f56073d62a8787b7c717651d8156faeb6e0a2f9f7fa","588fe712c7309928d5cc83ad5eb9840b320e53830b97afc689fc6b5a5f668f7f"
| "N071-EV-0177","COMPANY-cf4ec9a3c33afd0fac700977","遨博智能","遨博智能公司信息梳理","source-root://project_robot_existing_research/公司档案/遨博智能公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L19","PRODUCT_OR_CAPABILITY_DETAIL","话语权：对应用场景、末端工具、控制系统有定义权","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/遨博智能公司信息梳理.md","b4185eb19c6d2b30dca65f56073d62a8787b7c717651d8156faeb6e0a2f9f7fa","444438990119dd29890731f631c8b708d78b26aa700ad9b5f2cf2ab6775ad65e"
| "N071-EV-0178","COMPANY-cf4ec9a3c33afd0fac700977","遨博智能","遨博智能公司信息梳理","source-root://project_robot_existing_research/公司档案/遨博智能公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L21","CUSTOMER_OR_COMMERCIAL_DETAIL","待补：销量、ASP、客户、海外收入、BOM","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/遨博智能公司信息梳理.md","b4185eb19c6d2b30dca65f56073d62a8787b7c717651d8156faeb6e0a2f9f7fa","f536471ed82a88132c66ab969098806b20865af738ce6cc74347cdc1a886f25d"
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| "N071-EV-0195","COMPANY-83d812abb5091112d2f386a3","节卡机器人","节卡机器人公司信息梳理","source-root://project_robot_existing_research/公司档案/节卡机器人公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L28","EXPLICIT_HIGH_VALUE_GAP","ASP / 寿命 / 交付：分型号 ASP、寿命、售后和交付周期未披露；需补产品手册、报价和海外渠道资料。","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/节卡机器人公司信息梳理.md","4e54cdb05ad43cdae4669defdef66bd039a3578558a7ff37c0cc89d3484d4117","5fa2af22b4ce667f3e9d2c3be95ca418f5733e0b088fa4030a0e39a97d24127c"
| "N071-EV-0196","COMPANY-814fbc154298ecaf6cc21d93","开普勒机器人","开普勒机器人公司信息梳理","source-root://project_robot_existing_research/公司档案/开普勒机器人公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L9","CHAIN_POSITION_DETAIL","开普勒机器人应放在 **工业场景人形机器人本体厂** 环节。其核心产品为 Forerunner K2 “大黄蜂”，公开资料显示公司在 2025 年推进 K2 量产和客户交付，并与工业场景验证相结合。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/开普勒机器人公司信息梳理.md","af55c6770687907170dfd61502ae1e81b5dd86f5f4f1306511995ac899120c8e","d1f18bb86a9a17de3505dd5ef7af7dcb21fc9eead3f06e88da57924198913240"
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| "N071-EV-0201","COMPANY-e2b85836124786cc5849ec84","乐聚机器人","乐聚机器人公司信息梳理","source-root://project_robot_existing_research/公司档案/乐聚机器人公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L11","CHAIN_POSITION_DETAIL","在本体厂比较中，乐聚需要重点看：是否形成稳定出货、是否有工业客户复购、是否能把科研教育场景转为规模化商业订单。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/乐聚机器人公司信息梳理.md","f04e418fcbcb82bdd1e1bfacc3831d19959387c3f446a0918ae4c8216af0c8dc","746f8b98fbfffc78516d858ef5e4d84059e4242337a75c0493648de5b9eda07a"
| "N071-EV-0202","COMPANY-e2b85836124786cc5849ec84","乐聚机器人","乐聚机器人公司信息梳理","source-root://project_robot_existing_research/公司档案/乐聚机器人公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L17","PRODUCT_OR_CAPABILITY_DETAIL","人形机器人产品：科研教育 / 工业 / 展示；本地官网产品页；产品存在明确","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/乐聚机器人公司信息梳理.md","f04e418fcbcb82bdd1e1bfacc3831d19959387c3f446a0918ae4c8216af0c8dc","0a7d090054ff822e1472cacea1f32ff5f2a4f28941606e2e1c344089db966992"
| "N071-EV-0203","COMPANY-e2b85836124786cc5849ec84","乐聚机器人","乐聚机器人公司信息梳理","source-root://project_robot_existing_research/公司档案/乐聚机器人公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L27","CUSTOMER_OR_COMMERCIAL_DETAIL","客户：未充分披露；采购公告、案例","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/乐聚机器人公司信息梳理.md","f04e418fcbcb82bdd1e1bfacc3831d19959387c3f446a0918ae4c8216af0c8dc","3a7b8320c23decf4e81450ba048e6247410b2524c594de7e76cf100bf1f5eed2"
| "N071-EV-0204","COMPANY-e2b85836124786cc5849ec84","乐聚机器人","乐聚机器人公司信息梳理","source-root://project_robot_existing_research/公司档案/乐聚机器人公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L49","QUANTITATIVE_OR_OPERATION_DETAIL","下一步补证：产品手册、官方报价、客户订单、交付台数、BOM、供应商和售后条款。","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/乐聚机器人公司信息梳理.md","f04e418fcbcb82bdd1e1bfacc3831d19959387c3f446a0918ae4c8216af0c8dc","9b12211980fc26cb9e6e7cf6a60172f80695c0648339f62446000d36bbbf9da8"
| "N071-EV-0205","COMPANY-e2b85836124786cc5849ec84","乐聚机器人","乐聚机器人公司信息梳理","source-root://project_robot_existing_research/公司档案/乐聚机器人公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L28","EXPLICIT_HIGH_VALUE_GAP","BOM / 供应商：未披露；拆机、供应商公告","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/乐聚机器人公司信息梳理.md","f04e418fcbcb82bdd1e1bfacc3831d19959387c3f446a0918ae4c8216af0c8dc","423a0c357f0d4afe22ad0ef4f17a43225bd6abc2353a276bf9e4a2c1e96f7e03"
| "N071-EV-0206","COMPANY-0ac944ec91b046449b0c5c93","珞石机器人","珞石机器人公司信息梳理","source-root://project_robot_existing_research/公司档案/珞石机器人公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L11","CHAIN_POSITION_DETAIL","当前缺硬数据：收入、销量、毛利、客户、海外收入和核心件供应链。后续若要深化，应优先补产品手册、客户案例和融资/招股书资料。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/珞石机器人公司信息梳理.md","8272685133e76a93248f5e27a94cb8d6b30be6b5e298884eb80a49a8d590291a","f7a8c72371ba1f69636b21e8c18b3302fcc93f5b6293e39ce49a1003bba2bd61"
| "N071-EV-0207","COMPANY-0ac944ec91b046449b0c5c93","珞石机器人","珞石机器人公司信息梳理","source-root://project_robot_existing_research/公司档案/珞石机器人公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L27","PRODUCT_OR_CAPABILITY_DETAIL","增量来源：协作 / 轻量工业机器人在 3C、汽车零部件、医疗、教育等场景的国产替代和柔性制造需求。","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/珞石机器人公司信息梳理.md","8272685133e76a93248f5e27a94cb8d6b30be6b5e298884eb80a49a8d590291a","f5b3483fe0970cc025522b954d876e72c13280edec0b9b8a9ca05a6215e64cb3"
| "N071-EV-0208","COMPANY-0ac944ec91b046449b0c5c93","珞石机器人","珞石机器人公司信息梳理","source-root://project_robot_existing_research/公司档案/珞石机器人公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L40","CUSTOMER_OR_COMMERCIAL_DETAIL","商业化阶段：P1 产品化推进型。轻量工业 / 协作机器人产品存在，但客户、出货、收入和毛利仍待补。","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/珞石机器人公司信息梳理.md","8272685133e76a93248f5e27a94cb8d6b30be6b5e298884eb80a49a8d590291a","4a13139c42b0fa641b089de75e38b7b9a09de68f8867c1e20f6562eade49e725"
| "N071-EV-0209","COMPANY-0ac944ec91b046449b0c5c93","珞石机器人","珞石机器人公司信息梳理","source-root://project_robot_existing_research/公司档案/珞石机器人公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L21","QUANTITATIVE_OR_OPERATION_DETAIL","待补：出货、ASP、客户、BOM、海外渠道","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/珞石机器人公司信息梳理.md","8272685133e76a93248f5e27a94cb8d6b30be6b5e298884eb80a49a8d590291a","abebaada6f7ffbbb277c29561f01b760bb9c3e494516350e1123a0a67a77831c"
| "N071-EV-0210","COMPANY-0ac944ec91b046449b0c5c93","珞石机器人","珞石机器人公司信息梳理","source-root://project_robot_existing_research/公司档案/珞石机器人公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L28","EXPLICIT_HIGH_VALUE_GAP","ASP / 寿命 / 交付：分型号 ASP、寿命、售后和交付周期未披露；系统方案价格不能直接折算为本体 ASP。","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/珞石机器人公司信息梳理.md","8272685133e76a93248f5e27a94cb8d6b30be6b5e298884eb80a49a8d590291a","53ab786eb24c0a2d8413f99ba4da00e34f1973b36b36e33a58aeb895056401d8"
| "N071-EV-0211","COMPANY-ed0ecc1cefa680fe82666281","小米集团","小米集团公司信息梳理","source-root://project_robot_existing_research/公司档案/小米集团公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L14","CHAIN_POSITION_DETAIL","结论是：小米是机器人长期平台型变量，短期证据更像 AI/汽车/IoT 生态和投资链条，不应把小米汽车放量直接外推为机器人业务放量。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/小米集团公司信息梳理.md","1e13eca7be8012808053b08956c4a8e806bec54b2e35f077f7426d54b4e18278","580ef29d87448bc8c62c5ff5b6d5d2df436313c8cd657c009284461f06df0387"
| "N071-EV-0212","COMPANY-ed0ecc1cefa680fe82666281","小米集团","小米集团公司信息梳理","source-root://project_robot_existing_research/公司档案/小米集团公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L35","PRODUCT_OR_CAPABILITY_DETAIL","小米汽车工厂：智能制造和机器人应用场景；车端制造基础；A/E；可能成为机器人落地场景","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/小米集团公司信息梳理.md","1e13eca7be8012808053b08956c4a8e806bec54b2e35f077f7426d54b4e18278","0b75d58dca10b015bb1188c880d361659ba6cc9042766dd274960c8427b58b93"
| "N071-EV-0213","COMPANY-ed0ecc1cefa680fe82666281","小米集团","小米集团公司信息梳理","source-root://project_robot_existing_research/公司档案/小米集团公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L32","CUSTOMER_OR_COMMERCIAL_DETAIL","CyberDog 四足机器人：四足机器人 / 开发者生态；公开发布；D；生态和技术验证","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/小米集团公司信息梳理.md","1e13eca7be8012808053b08956c4a8e806bec54b2e35f077f7426d54b4e18278","54200689490e5f5d607caed16076ea3234ff1afb96b43ae19d47ec724378e883"
| "N071-EV-0214","COMPANY-ed0ecc1cefa680fe82666281","小米集团","小米集团公司信息梳理","source-root://project_robot_existing_research/公司档案/小米集团公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L41","QUANTITATIVE_OR_OPERATION_DETAIL","总收入：4572.87 亿元，同比 +25.0%；平台体量大","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/小米集团公司信息梳理.md","1e13eca7be8012808053b08956c4a8e806bec54b2e35f077f7426d54b4e18278","0c9fc5ab86df696af955b2d1d0587c55f444ecc90d58f1e68b7dd3eb609425eb"
| "N071-EV-0215","COMPANY-ed0ecc1cefa680fe82666281","小米集团","小米集团公司信息梳理","source-root://project_robot_existing_research/公司档案/小米集团公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L54","EXPLICIT_HIGH_VALUE_GAP","待验证字段：人形机器人产品路线、量产时间、供应商、BOM、售价、应用场景、是否进入工厂","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/小米集团公司信息梳理.md","1e13eca7be8012808053b08956c4a8e806bec54b2e35f077f7426d54b4e18278","88f758520f644ef02874ddcfb255b1baa188835956140d1df6b92d65c25f9d0d"
| "N071-EV-0216","COMPANY-d15ff95eec38ec81fef4957f","小鹏汽车","小鹏汽车公司信息梳理","source-root://project_robot_existing_research/公司档案/小鹏汽车公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L14","CHAIN_POSITION_DETAIL","结论是：小鹏是人形机器人本体厂潜在强玩家，但当前仍处产品验证和量产前阶段；分析时应重点看“车端 AI 与供应链能否复用”，而不是把汽车业务数据直接外推为机器人业务。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/小鹏汽车公司信息梳理.md","d3dde7183e1bb2939723c954b220459acb6f64254a93bc408b9facaa8050a242","0e2497b700f61aa0fb65b39c684c51223c794db1d4f9bb25d19f7ef0541060f6"
| "N071-EV-0217","COMPANY-d15ff95eec38ec81fef4957f","小鹏汽车","小鹏汽车公司信息梳理","source-root://project_robot_existing_research/公司档案/小鹏汽车公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L33","PRODUCT_OR_CAPABILITY_DETAIL","自动驾驶技术迁移：视觉、规划、控制、数据闭环；车端主业能力；A/E；与具身智能同源但场景不同","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/小鹏汽车公司信息梳理.md","d3dde7183e1bb2939723c954b220459acb6f64254a93bc408b9facaa8050a242","59d2869db06e54663c4052f4d1ecda41db6e6f8ba4b9c9c44b286ad9a4c5e3d8"
| "N071-EV-0218","COMPANY-d15ff95eec38ec81fef4957f","小鹏汽车","小鹏汽车公司信息梳理","source-root://project_robot_existing_research/公司档案/小鹏汽车公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L34","CUSTOMER_OR_COMMERCIAL_DETAIL","全固态电池线索：机器人能源系统；公开报道提及；D/E；需官方确认和量产验证","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/小鹏汽车公司信息梳理.md","d3dde7183e1bb2939723c954b220459acb6f64254a93bc408b9facaa8050a242","766013c8faf868d9500b85cc8de1ac7ef4f9f968984675aef4892dea24fad139"
| "N071-EV-0219","COMPANY-d15ff95eec38ec81fef4957f","小鹏汽车","小鹏汽车公司信息梳理","source-root://project_robot_existing_research/公司档案/小鹏汽车公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L40","QUANTITATIVE_OR_OPERATION_DETAIL","总收入：767.2 亿元，同比 +87.7%；规模快速增长","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/小鹏汽车公司信息梳理.md","d3dde7183e1bb2939723c954b220459acb6f64254a93bc408b9facaa8050a242","495b67d292af0a61ec0d874b51b1bb64e52deccc0a4abe6b0c11399bf5d9f76b"
| "N071-EV-0220","COMPANY-d15ff95eec38ec81fef4957f","小鹏汽车","小鹏汽车公司信息梳理","source-root://project_robot_existing_research/公司档案/小鹏汽车公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L53","EXPLICIT_HIGH_VALUE_GAP","待验证字段：IRON 量产时间、售价、BOM、供应商、出货量、客户场景、单机成本、售后","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/小鹏汽车公司信息梳理.md","d3dde7183e1bb2939723c954b220459acb6f64254a93bc408b9facaa8050a242","7cf7c23e49e056df1b85200a942035a79d4271e0ddd41fbf336a3f091b3342ce"
| "N071-EV-0221","COMPANY-1eb315289e891f705deb94f8","新时达","新时达公司信息梳理","source-root://project_robot_existing_research/公司档案/新时达公司信息梳理.md","2026-06-03","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L13","CHAIN_POSITION_DETAIL","2025 年公司通用控制与驱动产品及系统收入 17.93 亿元，占比 50.71%；机器人产品及系统收入 8.50 亿元，占比 24.03%。这说明其机器人相关收入主要来自工业机器人产品及系统和控制驱动平台，而不是人形机器人或具身机器人。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/新时达公司信息梳理.md","ffd28c2cbcf4723495840dd6582e5b1a21582378809a450b7a3c419d10e5a076","2730f95d2fe386a8964011def398212e45d8f7fdcd2a17e985cb75e0b111d906"
| "N071-EV-0222","COMPANY-1eb315289e891f705deb94f8","新时达","新时达公司信息梳理","source-root://project_robot_existing_research/公司档案/新时达公司信息梳理.md","2026-06-03","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L42","PRODUCT_OR_CAPABILITY_DETAIL","机器人产品及系统：工业自动化、搬运、焊接、上下料等；2025 收入 8.50 亿元；A；已有工业机器人主业","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/新时达公司信息梳理.md","ffd28c2cbcf4723495840dd6582e5b1a21582378809a450b7a3c419d10e5a076","c35f4f2b58565146876658c18e3b577e92b1ae5c40262e0a1846ae56c990de4f"
| "N071-EV-0223","COMPANY-1eb315289e891f705deb94f8","新时达","新时达公司信息梳理","source-root://project_robot_existing_research/公司档案/新时达公司信息梳理.md","2026-06-03","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L71","CUSTOMER_OR_COMMERCIAL_DETAIL","客户结构：机器人产品及系统客户、通用控制与驱动客户、电梯控制客户需要分开看，当前公开摘录未给出客户集中度","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/新时达公司信息梳理.md","ffd28c2cbcf4723495840dd6582e5b1a21582378809a450b7a3c419d10e5a076","57c0e8b8549cbc857a95e75e77b221dece9dbb65911c1f8bbce61ef20934fbc7"
| "N071-EV-0224","COMPANY-1eb315289e891f705deb94f8","新时达","新时达公司信息梳理","source-root://project_robot_existing_research/公司档案/新时达公司信息梳理.md","2026-06-03","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L51","QUANTITATIVE_OR_OPERATION_DETAIL","营业收入：35.35 亿元，同比 +5.29%；小幅增长","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/新时达公司信息梳理.md","ffd28c2cbcf4723495840dd6582e5b1a21582378809a450b7a3c419d10e5a076","be361f444e28294d0707779f950c1ff1b28ecc911a8d03346ee53e7783cc68f2"
| "N071-EV-0225","COMPANY-1eb315289e891f705deb94f8","新时达","新时达公司信息梳理","source-root://project_robot_existing_research/公司档案/新时达公司信息梳理.md","2026-06-03","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L34","EXPLICIT_HIGH_VALUE_GAP","与 P1-A 零部件关系：具备控制与驱动能力，但机器人收入主要按产品及系统体现，不能简单归为单一控制器供应商","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/新时达公司信息梳理.md","ffd28c2cbcf4723495840dd6582e5b1a21582378809a450b7a3c419d10e5a076","6827289789c428f3f0fdce3ca2bf860e51965126c350a5864c8cb1d458f381f3"
| "N071-EV-0226","COMPANY-bbc41366a5a7cf784f1ebedb","星动纪元","星动纪元公司信息梳理","source-root://project_robot_existing_research/公司档案/星动纪元公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L9","CHAIN_POSITION_DETAIL","星动纪元应放在 **人形机器人本体厂 / 高性能灵巧手 / 物流和工业场景应用** 环节。公司 STAR1 和 XHAND1 在研报中多次出现，产品路线强调高自由度、高负载和触觉，近期与顺丰科技合作聚焦物流场景。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/星动纪元公司信息梳理.md","40876f31cba275296e9e7359e5df7f7aeb5fd3d5878b4c8e6a7a4843329e416c","b9e444ae6d42b5b5960dd64b018b000f4624902f1093ae2e3a41482d0cb42406"
| "N071-EV-0227","COMPANY-bbc41366a5a7cf784f1ebedb","星动纪元","星动纪元公司信息梳理","source-root://project_robot_existing_research/公司档案/星动纪元公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L17","PRODUCT_OR_CAPABILITY_DETAIL","STAR1：高性能通用人形机器人；研报称 55 自由度等参数；本体主线","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/星动纪元公司信息梳理.md","40876f31cba275296e9e7359e5df7f7aeb5fd3d5878b4c8e6a7a4843329e416c","93d3cc22bd6928004a26264b43023c48615c0b36fb2a319a017640359b4d1bbc"
| "N071-EV-0228","COMPANY-bbc41366a5a7cf784f1ebedb","星动纪元","星动纪元公司信息梳理","source-root://project_robot_existing_research/公司档案/星动纪元公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L19","CUSTOMER_OR_COMMERCIAL_DETAIL","顺丰合作：物流场景机器人应用；2026 年研报摘录；场景价值较明确","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/星动纪元公司信息梳理.md","40876f31cba275296e9e7359e5df7f7aeb5fd3d5878b4c8e6a7a4843329e416c","0790cea3a0ee2602069bd931a8ce6eb83d922eb609f7e29b14a9c6c72d284b24"
| "N071-EV-0229","COMPANY-bbc41366a5a7cf784f1ebedb","星动纪元","星动纪元公司信息梳理","source-root://project_robot_existing_research/公司档案/星动纪元公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L18","QUANTITATIVE_OR_OPERATION_DETAIL","XHAND1：自研灵巧手；研报称高抓握力、触觉点阵和寿命线索；灵巧手差异点","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/星动纪元公司信息梳理.md","40876f31cba275296e9e7359e5df7f7aeb5fd3d5878b4c8e6a7a4843329e416c","c36e946e3e718ef1dfd5a67f34635d7515b3ddf0ef07fd61076e784d7ed14528"
| "N071-EV-0230","COMPANY-bbc41366a5a7cf784f1ebedb","星动纪元","星动纪元公司信息梳理","source-root://project_robot_existing_research/公司档案/星动纪元公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L28","EXPLICIT_HIGH_VALUE_GAP","XHAND1 价格：未披露；官网、采购公告","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/星动纪元公司信息梳理.md","40876f31cba275296e9e7359e5df7f7aeb5fd3d5878b4c8e6a7a4843329e416c","197be2c6377641a6e5c4356e078ca58b6192f5f867a360a4d585e3e3244750ee"
| "N071-EV-0231","COMPANY-30081094f2a8c83dd47b69fd","优必选","优必选公司信息梳理","source-root://project_robot_existing_research/公司档案/优必选公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L12","CHAIN_POSITION_DETAIL","2025 年优必选收入 20.01 亿元，同比增长 53.3%；全尺寸具身智能人形机器人产品及解决方案收入 8.21 亿元，同比增长 2203.7%，占收入 41.1%；销量 1079 台；毛利率 54.6%；年化产能超过 6000 台。公司仍净亏损 7.90 亿元，但亏损明显收窄。相比多数本体厂，优必选公开数据更完整，已具备收入、销量、毛利和产能线索。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/优必选公司信息梳理.md","5310a853637f7fac83d0ba2f5bb6db8a1642aecbc29fe156a75b81e78aff7003","b1e2cc14a26066b845e286acf72691a290ff67eaed7e5bab8561374daabeeb0d"
| "N071-EV-0232","COMPANY-30081094f2a8c83dd47b69fd","优必选","优必选公司信息梳理","source-root://project_robot_existing_research/公司档案/优必选公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L31","PRODUCT_OR_CAPABILITY_DETAIL","Walker S 系列：工业人形机器人；年报和研报均有收入、销量、订单线索；A/C；当前国内上市本体厂中披露最充分","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/优必选公司信息梳理.md","5310a853637f7fac83d0ba2f5bb6db8a1642aecbc29fe156a75b81e78aff7003","1c2761998e366ff658bda6cd04f1e7d2fc538dfc83c36dedbd8dae392369b8e3"
| "N071-EV-0233","COMPANY-30081094f2a8c83dd47b69fd","优必选","优必选公司信息梳理","source-root://project_robot_existing_research/公司档案/优必选公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L78","CUSTOMER_OR_COMMERCIAL_DETAIL","已有可用资料：Walker S1 官网产品页；公司档案已整理 2025 年全尺寸具身智能人形机器人收入、销量、毛利率和年化产能口径，仍需继续回源年报逐项复核。","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/优必选公司信息梳理.md","5310a853637f7fac83d0ba2f5bb6db8a1642aecbc29fe156a75b81e78aff7003","fe78e73f9b73faee65b1fc4c01a37d4745502bb566d3d118b4df4b55e17eae9d"
| "N071-EV-0234","COMPANY-30081094f2a8c83dd47b69fd","优必选","优必选公司信息梳理","source-root://project_robot_existing_research/公司档案/优必选公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L40","QUANTITATIVE_OR_OPERATION_DETAIL","总收入：20.01 亿元，同比 +53.3%；快速增长","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/优必选公司信息梳理.md","5310a853637f7fac83d0ba2f5bb6db8a1642aecbc29fe156a75b81e78aff7003","ef80e6f6e3dc1a2799437868be7be42ce0594a9c9169a787872c256b2df364ec"
| "N071-EV-0235","COMPANY-30081094f2a8c83dd47b69fd","优必选","优必选公司信息梳理","source-root://project_robot_existing_research/公司档案/优必选公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L53","EXPLICIT_HIGH_VALUE_GAP","待验证字段：Walker S BOM、供应商名单、单台成本、应收账款回款、复购、售后成本、2026 销量","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/优必选公司信息梳理.md","5310a853637f7fac83d0ba2f5bb6db8a1642aecbc29fe156a75b81e78aff7003","73f9ddb1cfe00c292c2d6026b278721c06fc5ea200c1750fa75fd4d60ba915ab"
| "N071-EV-0236","COMPANY-35826112ed957325dfd44955","宇树科技","宇树科技公司信息梳理","source-root://project_robot_existing_research/公司档案/宇树科技公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L9","CHAIN_POSITION_DETAIL","宇树科技应放在 **人形机器人 / 四足机器人本体厂、低价量产硬件平台、机器人应用生态** 环节。公司在四足机器人和人形机器人上都具有强产品曝光度，G1 的低价策略和 UniStore 应用平台体现出“硬件标准化 + 应用生态化”的路线。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/宇树科技公司信息梳理.md","68cd22d5f23fc732f47314802cce041f18a371c6b62e6c5e2ddd14dda7b81810","589b16daf2fe737ecdce72b5a4e8d9de5427e583a13cbcfd587b9ce5e282ef6b"
| "N071-EV-0237","COMPANY-35826112ed957325dfd44955","宇树科技","宇树科技公司信息梳理","source-root://project_robot_existing_research/公司档案/宇树科技公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L18","PRODUCT_OR_CAPABILITY_DETAIL","H1 人形机器人：高性能人形平台；官网 / 研报；更偏展示和高性能应用","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/宇树科技公司信息梳理.md","68cd22d5f23fc732f47314802cce041f18a371c6b62e6c5e2ddd14dda7b81810","7e86bdd06b1897433f45ae8bfda60920d00bfa40bb9df947b329f37b36cbb30a"
| "N071-EV-0238","COMPANY-35826112ed957325dfd44955","宇树科技","宇树科技公司信息梳理","source-root://project_robot_existing_research/公司档案/宇树科技公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L58","CUSTOMER_OR_COMMERCIAL_DETAIL","已有可用资料：Unitree G1 中英文官网页、G1 旗舰版 Dex3-1 灵巧手拆装指引手册。","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/宇树科技公司信息梳理.md","68cd22d5f23fc732f47314802cce041f18a371c6b62e6c5e2ddd14dda7b81810","1010525cf72cc1b2c7c09abc1aae7839e6383b231cd4b252a37aff064fb66650"
| "N071-EV-0239","COMPANY-35826112ed957325dfd44955","宇树科技","宇树科技公司信息梳理","source-root://project_robot_existing_research/公司档案/宇树科技公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L17","QUANTITATIVE_OR_OPERATION_DETAIL","G1 人形机器人：低价人形平台；本地产品手册、客户侧产品页；价格带和开发者生态重要","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/宇树科技公司信息梳理.md","68cd22d5f23fc732f47314802cce041f18a371c6b62e6c5e2ddd14dda7b81810","4de804c5766c87851d5294d7bd99dcf4d319a9855472cc90ddff9cd3ad88c828"
| "N071-EV-0240","COMPANY-35826112ed957325dfd44955","宇树科技","宇树科技公司信息梳理","source-root://project_robot_existing_research/公司档案/宇树科技公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L30","EXPLICIT_HIGH_VALUE_GAP","供应商份额：未披露；零部件公司公告","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/宇树科技公司信息梳理.md","68cd22d5f23fc732f47314802cce041f18a371c6b62e6c5e2ddd14dda7b81810","511de8383e194137d119908a5adf7ecb6a2cc71024d4f41d8372883a1ca7efa5"
| "N071-EV-0241","COMPANY-f2eb5dfca6458c647ed83f68","越疆机器人","越疆机器人公司信息梳理","source-root://project_robot_existing_research/公司档案/越疆机器人公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L11","CHAIN_POSITION_DETAIL","当前没有本轮可用财务、销量、毛利和客户结构数据。后续应补官网产品线、海外渠道、售价、出货量和核心件外采关系。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/越疆机器人公司信息梳理.md","5dda6e32f9ab08677b7d716c4895053b421eec70d033d494e76789f8e2a6a94e","b4ce4792ae0588002df73ff3c4d0246a731fe33b6d4c8ac61587517c8ee2ecf2"
| "N071-EV-0242","COMPANY-f2eb5dfca6458c647ed83f68","越疆机器人","越疆机器人公司信息梳理","source-root://project_robot_existing_research/公司档案/越疆机器人公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L41","PRODUCT_OR_CAPABILITY_DETAIL","产品与价格：官网 / 渠道价格可作为价格带线索，真实 ASP、寿命、售后和交付周期待补。","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/越疆机器人公司信息梳理.md","5dda6e32f9ab08677b7d716c4895053b421eec70d033d494e76789f8e2a6a94e","f1975f54988bd39286f588ba85aa6689eb25fab70eb08e08bbefe6659b4354ae"
| "N071-EV-0243","COMPANY-f2eb5dfca6458c647ed83f68","越疆机器人","越疆机器人公司信息梳理","source-root://project_robot_existing_research/公司档案/越疆机器人公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L21","CUSTOMER_OR_COMMERCIAL_DETAIL","待补：出货、ASP、海外收入、客户行业、BOM","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/越疆机器人公司信息梳理.md","5dda6e32f9ab08677b7d716c4895053b421eec70d033d494e76789f8e2a6a94e","1ca850c10cab901aac91fc214373f6f08a089572c754683c072a926c73cffdff"
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| "N071-EV-0256","COMPANY-c3fb302394e48fa308d0e794","恒锋工具","恒锋工具公司信息梳理","source-root://project_robot_existing_research/公司档案/恒锋工具公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L14","CHAIN_POSITION_DETAIL","当前证据强的是：公司 2025 年报明确披露硬质合金特小模数齿轮刀具应用于人形机器人关节 RV 减速器、谐波减速器等内外齿轮加工；拉削刀具用于机器人关节等批量化制造场景；丝锥产品用于机器人关节等先进制造领域；可转债募投“年产 150 万件精密刃量具高端化、智能化、绿色化先进制造项目”正在释放产能，并针对人形机器人、精密传动、高端数控装备扩充高精度特小模数滚刀、插齿刀和粗精一体式精密拉刀等产能。投资者关系公告还披露，人形机器人零部件加工用精密刀具打样客户及小批量订单明显增多，但订单总量仍小、不会对经营业绩产生重大影响。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/恒锋工具公司信息梳理.md","cdb166ab08817555f3496927fd56de7cdf6e8fc8f4e49e3f00f4c89a27419e09","0077c712a60119f3975c01282e673633218720b30ba1096fe487a1ffeb332ff8"
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| "N071-EV-0273","COMPANY-6e4d09b2f41b78b8b84a0656","沃特股份","沃特股份公司信息梳理","source-root://project_robot_existing_research/公司档案/沃特股份公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L85","CUSTOMER_OR_COMMERCIAL_DETAIL","机器人关节 / 丝杠：研报称公司高耐磨改性材料应用于机器人关节、丝杠等方向；对应 PEEK/PAEK 的核心增量场景，但需要客户侧验证","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/沃特股份公司信息梳理.md","33881f7747edae7424137b74dc56ff8f89c6f205b385945a010e5128297678e0","aea4d414256a2d1517aedd392ab06fa5a039e1a700d9299a40c2a91699c4658f"
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| "N071-EV-0281","COMPANY-78fe4a402ea19b4d5f0415bd","Denso","Denso公司信息梳理","source-root://project_robot_existing_research/公司档案/Denso公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L40","CHAIN_POSITION_DETAIL","P0：是否有机器人客户、热管理部件型号、单机价值量和 ASP。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Denso公司信息梳理.md","3dc6bb80342ec8221ce936b1e82dbfa79871887540aa2ec48f90373c61169e3f","7c352016b19ececdf92a610b3d7b594abc3aecf12df253d6f3fc4b6ea25ae250"
| "N071-EV-0282","COMPANY-78fe4a402ea19b4d5f0415bd","Denso","Denso公司信息梳理","source-root://project_robot_existing_research/公司档案/Denso公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L19","PRODUCT_OR_CAPABILITY_DETAIL","数据状态：集团/分部财务可回源，机器人收入、ASP、寿命、客户未拆。","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Denso公司信息梳理.md","3dc6bb80342ec8221ce936b1e82dbfa79871887540aa2ec48f90373c61169e3f","f49bf4f07b896f23db19b3e0fd70dd9dd9f0fca3d21ac22fecb2022d9908f740"
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| "N071-EV-0284","COMPANY-78fe4a402ea19b4d5f0415bd","Denso","Denso公司信息梳理","source-root://project_robot_existing_research/公司档案/Denso公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L26","QUANTITATIVE_OR_OPERATION_DETAIL","车端 Tier1 能力迁移：车规可靠性和规模制造进入机器人。","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Denso公司信息梳理.md","3dc6bb80342ec8221ce936b1e82dbfa79871887540aa2ec48f90373c61169e3f","615efe11e56869c98075a6ee008bd11044909a55c52b87ac08d3a26e0d362449"
| "N071-EV-0285","COMPANY-78fe4a402ea19b4d5f0415bd","Denso","Denso公司信息梳理","source-root://project_robot_existing_research/公司档案/Denso公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L41","EXPLICIT_HIGH_VALUE_GAP","P1：与三花、银轮、盾安、Hanon、Mahle、Valeo 对标。","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Denso公司信息梳理.md","3dc6bb80342ec8221ce936b1e82dbfa79871887540aa2ec48f90373c61169e3f","ff78fbe42a42cfa2f5b68e0672a0ee144aff4a8890dad836d48e0d293e53914f"
| "N071-EV-0286","COMPANY-c4a3ec689da94dcf0df1fbe0","Evonik","Evonik公司信息梳理","source-root://project_robot_existing_research/公司档案/Evonik公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L16","CHAIN_POSITION_DETAIL","环节：高性能材料 / PEEK / PA12 / 3D 打印材料","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Evonik公司信息梳理.md","556e140613de1c03382512645b074d37df5208033e27150b7818647d84e882a6","076e87a1058301d3565e90fb63521468e0ac2a0c2a477244788f5cfee556e140"
| "N071-EV-0287","COMPANY-c4a3ec689da94dcf0df1fbe0","Evonik","Evonik公司信息梳理","source-root://project_robot_existing_research/公司档案/Evonik公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L17","PRODUCT_OR_CAPABILITY_DETAIL","产品：VESTAKEEP PEEK、VESTAMID PA12、PEBA、INFINAM 3D 打印材料","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Evonik公司信息梳理.md","556e140613de1c03382512645b074d37df5208033e27150b7818647d84e882a6","7d64bd9237c6f4437d8f388f0c48078556e40b341ca889e4acd626ee1edd0c52"
| "N071-EV-0288","COMPANY-c4a3ec689da94dcf0df1fbe0","Evonik","Evonik公司信息梳理","source-root://project_robot_existing_research/公司档案/Evonik公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L6","CUSTOMER_OR_COMMERCIAL_DETAIL","资料口径：Evonik 官网/年报、特种材料专题。官方资料为 A/B 级，研报为 C 级；机器人材料收入、客户和供货量未拆。","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Evonik公司信息梳理.md","556e140613de1c03382512645b074d37df5208033e27150b7818647d84e882a6","01c39420f4f96c9778c679885b5c45736affbf3209040c76df6841915fe3bbb2"
| "N071-EV-0289","COMPANY-c4a3ec689da94dcf0df1fbe0","Evonik","Evonik公司信息梳理","source-root://project_robot_existing_research/公司档案/Evonik公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L26","QUANTITATIVE_OR_OPERATION_DETAIL","3D 打印小批量：人形机器人迭代快，原型和小批量材料需求高。","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Evonik公司信息梳理.md","556e140613de1c03382512645b074d37df5208033e27150b7818647d84e882a6","c4046d39e9cd9c5fefcc88fcaa48d6563194060fbf4dd118e6f4f15dce758d5c"
| "N071-EV-0290","COMPANY-c4a3ec689da94dcf0df1fbe0","Evonik","Evonik公司信息梳理","source-root://project_robot_existing_research/公司档案/Evonik公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L27","EXPLICIT_HIGH_VALUE_GAP","国产替代对标：国内 PEEK/PA12/PEBA 产业链提升。","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Evonik公司信息梳理.md","556e140613de1c03382512645b074d37df5208033e27150b7818647d84e882a6","6de4b21d32e829758c1d964500443e4665bb3887154c5226407f8eff99069a67"
| "N071-EV-0291","COMPANY-39dcdc9f5f56925cb4399da0","Hanon Systems","Hanon Systems公司信息梳理","source-root://project_robot_existing_research/公司档案/Hanon Systems公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L40","CHAIN_POSITION_DETAIL","P0：Hanon 是否进入机器人客户热管理链条。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Hanon Systems公司信息梳理.md","9f5dc5a211bded9151728ba1467154d8464f48ef9409184d3c498ec902f4f01f","2d3928e7b034db661466767844de4f2db4f79f9ed4b0652116907c3f0cb8f2e4"
| "N071-EV-0292","COMPANY-39dcdc9f5f56925cb4399da0","Hanon Systems","Hanon Systems公司信息梳理","source-root://project_robot_existing_research/公司档案/Hanon Systems公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L19","PRODUCT_OR_CAPABILITY_DETAIL","数据状态：上市公司/集团资料可回源，机器人收入、客户、ASP、寿命未拆。","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Hanon Systems公司信息梳理.md","9f5dc5a211bded9151728ba1467154d8464f48ef9409184d3c498ec902f4f01f","a6e882c0ee1cb9ecfe3af1d916fb4ca99c5dfb3a84ef3fd69a663bc809420bbd"
| "N071-EV-0293","COMPANY-39dcdc9f5f56925cb4399da0","Hanon Systems","Hanon Systems公司信息梳理","source-root://project_robot_existing_research/公司档案/Hanon Systems公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L6","CUSTOMER_OR_COMMERCIAL_DETAIL","资料口径：Hanon Systems 官网/投资者资料、热管理专题。官方资料为 A/B 级，研报为 C 级；机器人热管理收入、客户和供货量未拆。","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Hanon Systems公司信息梳理.md","9f5dc5a211bded9151728ba1467154d8464f48ef9409184d3c498ec902f4f01f","22d1c1e07c731d6f5baf1d7183c785e63d105cbd6b456a13013885b42a39bcc6"
| "N071-EV-0294","COMPANY-39dcdc9f5f56925cb4399da0","Hanon Systems","Hanon Systems公司信息梳理","source-root://project_robot_existing_research/公司档案/Hanon Systems公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L41","QUANTITATIVE_OR_OPERATION_DETAIL","P1：小型化阀泵、冷却模块、热交换器的价格、寿命和体积。","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Hanon Systems公司信息梳理.md","9f5dc5a211bded9151728ba1467154d8464f48ef9409184d3c498ec902f4f01f","6f3a8138d7efa3716a128c058115fcd820156a9038776883d450ebe154622156"
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| "N071-EV-0296","COMPANY-6024f0bdbec7ae4ca8f0d052","Mahle","Mahle公司信息梳理","source-root://project_robot_existing_research/公司档案/Mahle公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L6","CHAIN_POSITION_DETAIL","资料口径：MAHLE 官网/年报、热管理专题。官方资料为 A/B 级，研报为 C 级；机器人收入和客户未拆。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Mahle公司信息梳理.md","4b9342554b639ceb6676562aa925b79e4521dac17b4fc2ae9c3d0b8b9753f242","451c55e1d33f3aab3c3f8bef8e09df9f2e25a44040cc3695bb2c59652ec25687"
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| "N071-EV-0301","COMPANY-0a54971ee1403ee30e7c605e","Solvay","Solvay公司信息梳理","source-root://project_robot_existing_research/公司档案/Solvay公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L6","CHAIN_POSITION_DETAIL","资料口径：Solvay 官网/年报、特种材料专题。官方资料为 A/B 级，研报为 C 级；机器人材料收入和客户未拆。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Solvay公司信息梳理.md","b12bf0f032a1ee88e6d823902f7ed392033ec53eb04c92baed7f5fc6a9ce775c","48776c6762b26f39bec58b5ae13541bdfbc8dd703c43b00ed4c5fa818d066f3c"
| "N071-EV-0302","COMPANY-0a54971ee1403ee30e7c605e","Solvay","Solvay公司信息梳理","source-root://project_robot_existing_research/公司档案/Solvay公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L16","PRODUCT_OR_CAPABILITY_DETAIL","环节：高性能材料 / PEEK/PAEK/PAI/PPS","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Solvay公司信息梳理.md","b12bf0f032a1ee88e6d823902f7ed392033ec53eb04c92baed7f5fc6a9ce775c","4a9d2b653aacd999631802bb61041be71c29cef1ff69baec6d85377f4e38a3f1"
| "N071-EV-0303","COMPANY-0a54971ee1403ee30e7c605e","Solvay","Solvay公司信息梳理","source-root://project_robot_existing_research/公司档案/Solvay公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L19","CUSTOMER_OR_COMMERCIAL_DETAIL","数据状态：集团/分部财务可回源，机器人材料收入、客户、ASP、寿命未拆。","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Solvay公司信息梳理.md","b12bf0f032a1ee88e6d823902f7ed392033ec53eb04c92baed7f5fc6a9ce775c","f10a368e3e577aee8126eedb398eeb4af363db1f32a0be943e2bab8dec08e062"
| "N071-EV-0304","COMPANY-0a54971ee1403ee30e7c605e","Solvay","Solvay公司信息梳理","source-root://project_robot_existing_research/公司档案/Solvay公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L41","QUANTITATIVE_OR_OPERATION_DETAIL","P1：与 Victrex、Evonik、Arkema 及国产材料厂的性能/成本差异。","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Solvay公司信息梳理.md","b12bf0f032a1ee88e6d823902f7ed392033ec53eb04c92baed7f5fc6a9ce775c","7060e8d30edaf13db532ef438b20b586ac40f4dc641b0bf770dfbed9404394dd"
| "N071-EV-0305","COMPANY-0a54971ee1403ee30e7c605e","Solvay","Solvay公司信息梳理","source-root://project_robot_existing_research/公司档案/Solvay公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L25","EXPLICIT_HIGH_VALUE_GAP","高端机器人材料：需要高耐磨、耐热、尺寸稳定和电气绝缘。","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Solvay公司信息梳理.md","b12bf0f032a1ee88e6d823902f7ed392033ec53eb04c92baed7f5fc6a9ce775c","bab5fb26c260f252b15e29f9ff494ecf33b546a4f61c82731658fe2abdc7455c"
| "N071-EV-0306","COMPANY-be5ef310ffa63206bd47e0cd","Valeo","Valeo公司信息梳理","source-root://project_robot_existing_research/公司档案/Valeo公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L27","CHAIN_POSITION_DETAIL","Tier1 系统能力：本体厂需要成熟车规供应链。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Valeo公司信息梳理.md","0c3999524c077b544ec8875b14da826ba0e5863c90c6849497bb2c27053e3a52","01325c3e55ab62ed80dbdb0a0c50db85040a1e86f7e3ec2802ef864fc72d4260"
| "N071-EV-0307","COMPANY-be5ef310ffa63206bd47e0cd","Valeo","Valeo公司信息梳理","source-root://project_robot_existing_research/公司档案/Valeo公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L16","PRODUCT_OR_CAPABILITY_DETAIL","环节：热管理 / 传感器 / 车端能力迁移","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Valeo公司信息梳理.md","0c3999524c077b544ec8875b14da826ba0e5863c90c6849497bb2c27053e3a52","f6e7eb848ca5243b385a10b686ff3bb66ca34c6ab5b9b5459280d1bace1930b0"
| "N071-EV-0308","COMPANY-be5ef310ffa63206bd47e0cd","Valeo","Valeo公司信息梳理","source-root://project_robot_existing_research/公司档案/Valeo公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L41","CUSTOMER_OR_COMMERCIAL_DETAIL","P1：热系统/传感器/电驱部件的机器人适配型号、ASP、寿命和供货周期。","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Valeo公司信息梳理.md","0c3999524c077b544ec8875b14da826ba0e5863c90c6849497bb2c27053e3a52","29f4796739c35dd3ffb24e026d2720fd6affead8b78f7a317de7c673e5efb081"
| "N071-EV-0309","COMPANY-be5ef310ffa63206bd47e0cd","Valeo","Valeo公司信息梳理","source-root://project_robot_existing_research/公司档案/Valeo公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L6","QUANTITATIVE_OR_OPERATION_DETAIL","资料口径：Valeo 官网/年报、热管理和车端零部件专题。官方资料为 A/B 级，研报为 C 级；机器人收入、客户和供货量未拆。","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Valeo公司信息梳理.md","0c3999524c077b544ec8875b14da826ba0e5863c90c6849497bb2c27053e3a52","7c423027112fb51b43135efb7de62529c74c4ac7f1e8ea7c5c9b0f6d5ec3638d"
| "N071-EV-0310","COMPANY-be5ef310ffa63206bd47e0cd","Valeo","Valeo公司信息梳理","source-root://project_robot_existing_research/公司档案/Valeo公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L25","EXPLICIT_HIGH_VALUE_GAP","机器人热管理：高功率密度和小型化热系统需求。","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Valeo公司信息梳理.md","0c3999524c077b544ec8875b14da826ba0e5863c90c6849497bb2c27053e3a52","433f1069b637f6d8e3b4ab30cdc100701f0fc396a2f4355ab2fc1f0cffd24f88"
| "N071-EV-0311","COMPANY-14076a945f79ebf37e497d3b","Victrex","Victrex公司信息梳理","source-root://project_robot_existing_research/公司档案/Victrex公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L6","CHAIN_POSITION_DETAIL","资料口径：Victrex 官网/年报、PEEK 材料专题。官方资料为 A/B 级，研报为 C 级；机器人材料收入、客户和供货量未拆。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Victrex公司信息梳理.md","0700b417db03d0d9e5369f33f3fb9ad033e2c532b8b8d3f5b456ac2ec1e8e99d","2cb0bbd3312640f1a1757f604a27a61449cc8a0ab444f5c9bb4e534cab00bde1"
| "N071-EV-0312","COMPANY-14076a945f79ebf37e497d3b","Victrex","Victrex公司信息梳理","source-root://project_robot_existing_research/公司档案/Victrex公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L17","PRODUCT_OR_CAPABILITY_DETAIL","产品：VICTREX PEEK、AE 250、APTIV 薄膜、PEEK 复材、医疗 PEEK","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Victrex公司信息梳理.md","0700b417db03d0d9e5369f33f3fb9ad033e2c532b8b8d3f5b456ac2ec1e8e99d","4221eb3e01356769ea1fe3ce82818997c614fb0ab42a2f6ee459c63c07074016"
| "N071-EV-0313","COMPANY-14076a945f79ebf37e497d3b","Victrex","Victrex公司信息梳理","source-root://project_robot_existing_research/公司档案/Victrex公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L19","CUSTOMER_OR_COMMERCIAL_DETAIL","数据状态：上市公司财务可回源，机器人材料收入、客户、ASP 和寿命未拆。","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Victrex公司信息梳理.md","0700b417db03d0d9e5369f33f3fb9ad033e2c532b8b8d3f5b456ac2ec1e8e99d","e44f149ae81e8f7c30f3d6f457647d7ac2a081aa1e4d47b30a18272fa83f9663"
| "N071-EV-0314","COMPANY-14076a945f79ebf37e497d3b","Victrex","Victrex公司信息梳理","source-root://project_robot_existing_research/公司档案/Victrex公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L41","QUANTITATIVE_OR_OPERATION_DETAIL","P1：与中研、沃特、金发、Solvay、Evonik、Arkema 的材料对比。","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Victrex公司信息梳理.md","0700b417db03d0d9e5369f33f3fb9ad033e2c532b8b8d3f5b456ac2ec1e8e99d","7dec613c05f6eaa052df06dd99c3fca0e3e48c89585037450d5bbaa222065a31"
| "N071-EV-0315","COMPANY-14076a945f79ebf37e497d3b","Victrex","Victrex公司信息梳理","source-root://project_robot_existing_research/公司档案/Victrex公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L25","EXPLICIT_HIGH_VALUE_GAP","人形机器人轻量化：PEEK 替代金属/普通塑料并验证寿命。","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Victrex公司信息梳理.md","0700b417db03d0d9e5369f33f3fb9ad033e2c532b8b8d3f5b456ac2ec1e8e99d","8463ed5ac8e1d74c63870b3e4c0fc8859a0a732223fe6bd850153d7544d5bafb"
| "N071-EV-0316","COMPANY-03bf1ee66767c314bae45c30","爱柯迪","爱柯迪公司信息梳理","source-root://project_robot_existing_research/公司档案/爱柯迪公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L14","CHAIN_POSITION_DETAIL","2025 年公司收入 74.13 亿元，归母净利润 11.71 亿元，扣非归母 11.16 亿元，经营现金流 20.25 亿元，盈利质量在轻量化结构件组里较好。当前结论是：爱柯迪是车端铝压铸能力向机器人结构件迁移的重点观察公司，但机器人业务仍需客户、订单和产品级财务证据。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/爱柯迪公司信息梳理.md","bb28a38f7498c97ef1aa57425aca3faf2f3f1f4888eb8feabea343db09d803cb","6f29b8a03bdad89ab439202c8e3e5089374d40f4da8ad371e2bf2788936acfb9"
| "N071-EV-0317","COMPANY-03bf1ee66767c314bae45c30","爱柯迪","爱柯迪公司信息梳理","source-root://project_robot_existing_research/公司档案/爱柯迪公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L43","PRODUCT_OR_CAPABILITY_DETAIL","半固态压铸材料 / 免热处理高强铝合金：高强度、薄壁、复杂结构件；年报摘要称在相关材料和工艺上取得突破；A/D；适配机器人轻量化趋势","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/爱柯迪公司信息梳理.md","bb28a38f7498c97ef1aa57425aca3faf2f3f1f4888eb8feabea343db09d803cb","dd1fb6ee3c9d3d4d5121996448045afa41e0d62007328f921acee70317b6a934"
| "N071-EV-0318","COMPANY-03bf1ee66767c314bae45c30","爱柯迪","爱柯迪公司信息梳理","source-root://project_robot_existing_research/公司档案/爱柯迪公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L75","CUSTOMER_OR_COMMERCIAL_DETAIL","订单阶段：公开资料有“小批量交付 / 订单交付”线索；证据等级弱于公告定点","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/爱柯迪公司信息梳理.md","bb28a38f7498c97ef1aa57425aca3faf2f3f1f4888eb8feabea343db09d803cb","360ae786d7f1a9ee482f225e9f6eed2f3071c3d5a6f692af410f0301bc19cc47"
| "N071-EV-0319","COMPANY-03bf1ee66767c314bae45c30","爱柯迪","爱柯迪公司信息梳理","source-root://project_robot_existing_research/公司档案/爱柯迪公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L51","QUANTITATIVE_OR_OPERATION_DETAIL","营业收入：74.13 亿元，同比 +9.89%；收入稳健增长","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/爱柯迪公司信息梳理.md","bb28a38f7498c97ef1aa57425aca3faf2f3f1f4888eb8feabea343db09d803cb","ce456966b2b3174dd5f6135b67ba3ca6b74834ed511b627f2d0c4e95e3c83cad"
| "N071-EV-0320","COMPANY-03bf1ee66767c314bae45c30","爱柯迪","爱柯迪公司信息梳理","source-root://project_robot_existing_research/公司档案/爱柯迪公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L42","EXPLICIT_HIGH_VALUE_GAP","镁合金压铸件：轻量化结构件、外壳、关节件；年报摘要称镁合金事业部实现量产验证；A/D；工艺能力提升，但机器人客户未披露","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/爱柯迪公司信息梳理.md","bb28a38f7498c97ef1aa57425aca3faf2f3f1f4888eb8feabea343db09d803cb","61a37701c9ebefa20b854358d16662e641e740cd8e62c17c0f10245cbdcae9bd"
| "N071-EV-0321","COMPANY-13184d8f52bb112d1d5c7361","宝钢股份","宝钢股份公司信息梳理","source-root://project_robot_existing_research/公司档案/宝钢股份公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L12","CHAIN_POSITION_DETAIL","和中信特钢、抚顺特钢相比，宝钢股份更像大型钢铁材料平台：规模大、汽车客户基础强、硅钢和冷轧汽车板优势突出。2025 年公司收入 3175.08 亿元，归母净利润 103.46 亿元，经营现金流 335.97 亿元，经营业绩保持国内钢铁行业第一。年报披露公司成功开发面向低空飞行器、具身智能机器人及小型高效家用电机等新兴经济领域的专用硅钢 AHR 系列产品，并实现多规格批量市场开拓，这是宝钢与机器人最直接的公开线索。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/宝钢股份公司信息梳理.md","61487ba1a7a0106b984f753759f5b6f332818c3bc05aef68a8aa42ead6f09c13","caef371034a194839303f8270f14de53de3070efaf2fb12114e75ad2601a3072"
| "N071-EV-0322","COMPANY-13184d8f52bb112d1d5c7361","宝钢股份","宝钢股份公司信息梳理","source-root://project_robot_existing_research/公司档案/宝钢股份公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L41","PRODUCT_OR_CAPABILITY_DETAIL","AHR 系列专用硅钢：具身智能机器人和小型高效电机；2025 年报披露面向低空飞行器、具身智能机器人及小型高效家用电机等新兴领域，并实现多规格批量市场开拓；A；宝钢机器人线索中最直接的一条","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/宝钢股份公司信息梳理.md","61487ba1a7a0106b984f753759f5b6f332818c3bc05aef68a8aa42ead6f09c13","dc24d829bc441e5feb8a384ddca4d17dedfe02d8179af3c1b4639d973a7c6b0e"
| "N071-EV-0323","COMPANY-13184d8f52bb112d1d5c7361","宝钢股份","宝钢股份公司信息梳理","source-root://project_robot_existing_research/公司档案/宝钢股份公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L78","CUSTOMER_OR_COMMERCIAL_DETAIL","海外市场：产品出口东南亚、中东、日韩、欧美等 70 多个国家和地区；全球网络有利于材料出海","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/宝钢股份公司信息梳理.md","61487ba1a7a0106b984f753759f5b6f332818c3bc05aef68a8aa42ead6f09c13","eea96b93c9130b9c312349714d32792c06e5d95e6d1611c99581c9f6037a5159"
| "N071-EV-0324","COMPANY-13184d8f52bb112d1d5c7361","宝钢股份","宝钢股份公司信息梳理","source-root://project_robot_existing_research/公司档案/宝钢股份公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L51","QUANTITATIVE_OR_OPERATION_DETAIL","营业收入：3175.08 亿元，同比 -1.43%；大型钢铁平台，收入小幅下降","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/宝钢股份公司信息梳理.md","61487ba1a7a0106b984f753759f5b6f332818c3bc05aef68a8aa42ead6f09c13","f72393812726b1d4fdf518faf82f47b1f08b370e1d1b52dc020af3859133e6be"
| "N071-EV-0325","COMPANY-13184d8f52bb112d1d5c7361","宝钢股份","宝钢股份公司信息梳理","source-root://project_robot_existing_research/公司档案/宝钢股份公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L45","EXPLICIT_HIGH_VALUE_GAP","机器人收入 / 客户：未披露；无客户、金额、供货量；A/E；不应写成已进入机器人供应链","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/宝钢股份公司信息梳理.md","61487ba1a7a0106b984f753759f5b6f332818c3bc05aef68a8aa42ead6f09c13","25e73fdb664a48fb2f90bccb7f3d64374393973ac1298e487f330036d7cd934c"
| "N071-EV-0326","COMPANY-a5fe963a86d5719f86d6346c","宝武镁业-云海金属","宝武镁业-云海金属公司信息梳理","source-root://project_robot_existing_research/公司档案/宝武镁业-云海金属公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L24","CHAIN_POSITION_DETAIL","机器人相关定位：镁合金结构件材料、关节壳体、机身骨架、支架等轻量化材料与工艺候选","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/宝武镁业-云海金属公司信息梳理.md","29a3a243342be165f468ed5a420b03b3d8bc9e36f0382ed8335dd8c658843fd2","db0661e2f15b37805e6f7dfc2adf3286279b2e935510577e3d7e7854305a97d6"
| "N071-EV-0327","COMPANY-a5fe963a86d5719f86d6346c","宝武镁业-云海金属","宝武镁业-云海金属公司信息梳理","source-root://project_robot_existing_research/公司档案/宝武镁业-云海金属公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L42","PRODUCT_OR_CAPABILITY_DETAIL","镁合金材料：机身骨架、关节壳体、支架、外壳；年报专门讨论镁合金在机器人领域减重、减振和电磁屏蔽优势；A；材料逻辑清晰","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/宝武镁业-云海金属公司信息梳理.md","29a3a243342be165f468ed5a420b03b3d8bc9e36f0382ed8335dd8c658843fd2","d3c8f52d4b826e7b29af5303fea14c6b72dcb81059774bb7419924df1572b015"
| "N071-EV-0328","COMPANY-a5fe963a86d5719f86d6346c","宝武镁业-云海金属","宝武镁业-云海金属公司信息梳理","source-root://project_robot_existing_research/公司档案/宝武镁业-云海金属公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L82","CUSTOMER_OR_COMMERCIAL_DETAIL","前五客户销售额：21.12 亿元，占年度销售总额 21.31%；客户集中度中等","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/宝武镁业-云海金属公司信息梳理.md","29a3a243342be165f468ed5a420b03b3d8bc9e36f0382ed8335dd8c658843fd2","2e29c306b56c22b693c43bb4f05919a7295d5293617391362246b538396d933c"
| "N071-EV-0329","COMPANY-a5fe963a86d5719f86d6346c","宝武镁业-云海金属","宝武镁业-云海金属公司信息梳理","source-root://project_robot_existing_research/公司档案/宝武镁业-云海金属公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L52","QUANTITATIVE_OR_OPERATION_DETAIL","营业收入：99.12 亿元，同比 +10.34%；收入增长","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/宝武镁业-云海金属公司信息梳理.md","29a3a243342be165f468ed5a420b03b3d8bc9e36f0382ed8335dd8c658843fd2","c7a4db8eb1ddb2a6f55acad15498d70bf80e818db47da157de359d5cce12e125"
| "N071-EV-0330","COMPANY-a5fe963a86d5719f86d6346c","宝武镁业-云海金属","宝武镁业-云海金属公司信息梳理","source-root://project_robot_existing_research/公司档案/宝武镁业-云海金属公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L43","EXPLICIT_HIGH_VALUE_GAP","镁合金压铸产品：中大型结构件、关节外壳、支撑件；公司有镁铝合金压铸产品收入 10.91 亿元；A/E；工艺可迁移，但机器人产品未披露","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/宝武镁业-云海金属公司信息梳理.md","29a3a243342be165f468ed5a420b03b3d8bc9e36f0382ed8335dd8c658843fd2","47aac23f10308588131d0abc864d2c77efa14bb241c0d635d6ffac9a03c19138"
| "N071-EV-0331","COMPANY-8e161c79f9af225286f748a8","道明光学","道明光学公司信息梳理","source-root://project_robot_existing_research/公司档案/道明光学公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L12","CHAIN_POSITION_DETAIL","当前没有看到道明光学披露机器人客户、机器人导热膜型号或机器人收入。它更适合作为“功能膜材料能否进入机器人电子、显示、视觉、散热结构”的低到中优先级观察公司。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/道明光学公司信息梳理.md","1ba6700f61e243aaf5241cb86f624f3990571dc3982f67ad24e5603e29576e78","b07ffeacd621fc1a48e41478dbbaecfdf6eac34315a00f0023a32161383f59b9"
| "N071-EV-0332","COMPANY-8e161c79f9af225286f748a8","道明光学","道明光学公司信息梳理","source-root://project_robot_existing_research/公司档案/道明光学公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L31","PRODUCT_OR_CAPABILITY_DETAIL","光学显示材料：机器人显示、交互、视觉模组相邻材料；年报新闻称光学显示与电子功能材料构筑第二增长极；A/D；与机器人相邻，需产品拆分","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/道明光学公司信息梳理.md","1ba6700f61e243aaf5241cb86f624f3990571dc3982f67ad24e5603e29576e78","c0b90f8f523a777d8fd8930b3424a48e0a269a0bb2c5d9db2b4e41d9a9127739"
| "N071-EV-0333","COMPANY-8e161c79f9af225286f748a8","道明光学","道明光学公司信息梳理","source-root://project_robot_existing_research/公司档案/道明光学公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L33","CUSTOMER_OR_COMMERCIAL_DETAIL","导热 / 功能膜材料：局部热扩散；既有专题列为导热材料候选；E；需要产品目录和客户验证","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/道明光学公司信息梳理.md","1ba6700f61e243aaf5241cb86f624f3990571dc3982f67ad24e5603e29576e78","f2913cffb45a92c0ab46be97044b092eb08000ae9a98c5517e2c47d9b38fe53b"
| "N071-EV-0334","COMPANY-8e161c79f9af225286f748a8","道明光学","道明光学公司信息梳理","source-root://project_robot_existing_research/公司档案/道明光学公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L40","QUANTITATIVE_OR_OPERATION_DETAIL","营业收入：14.91 亿元，同比 +3.49%；稳健增长","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/道明光学公司信息梳理.md","1ba6700f61e243aaf5241cb86f624f3990571dc3982f67ad24e5603e29576e78","31b9375c08c8ac6fb0944aa3a4498d16a867a5926c9ca959b493aeb2e0a22b36"
| "N071-EV-0335","COMPANY-8e161c79f9af225286f748a8","道明光学","道明光学公司信息梳理","source-root://project_robot_existing_research/公司档案/道明光学公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L52","EXPLICIT_HIGH_VALUE_GAP","待验证字段：机器人客户、材料型号、导热系数、单机用量、ASP、寿命、供货周期","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/道明光学公司信息梳理.md","1ba6700f61e243aaf5241cb86f624f3990571dc3982f67ad24e5603e29576e78","31213c372eab1640304f93d141ba3c76db4ac79fa450fdc8a31d0401061d8cd9"
| "N071-EV-0336","COMPANY-5f6dbb6bb7d4196ab11caab9","得润电子","得润电子公司信息梳理","source-root://project_robot_existing_research/公司档案/得润电子公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L23","CHAIN_POSITION_DETAIL","机器人相关定位：电源 / 信号线束、传感器连接组件、控制器互连候选","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/得润电子公司信息梳理.md","2223e1eeb1173860c4a6ce654857f8a05679761183752c0da905fa2c241956f8","fd5d6588dc01d8289d6113a1fa36100ed200a648d94a61edd92784612643f7c5"
| "N071-EV-0337","COMPANY-5f6dbb6bb7d4196ab11caab9","得润电子","得润电子公司信息梳理","source-root://project_robot_existing_research/公司档案/得润电子公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L31","PRODUCT_OR_CAPABILITY_DETAIL","精密连接器及组件：控制器、传感器、计算单元；2025 年精密连接器及组件收入约 10.46 亿元、毛利率 35.40% 为年报摘录；A；产品盈利能力较好，机器人需客户验证","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/得润电子公司信息梳理.md","2223e1eeb1173860c4a6ce654857f8a05679761183752c0da905fa2c241956f8","c55b4513c0ff82e56ebb4a46cf3c9b0321cab2af890ad6d44f5b73731589d61d"
| "N071-EV-0338","COMPANY-5f6dbb6bb7d4196ab11caab9","得润电子","得润电子公司信息梳理","source-root://project_robot_existing_research/公司档案/得润电子公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L32","CUSTOMER_OR_COMMERCIAL_DETAIL","家电线束及连接组件：服务机器人、消费级机器人相邻供应；2025 年收入约 16.24 亿元；A/E；家电线束与机器人高柔性线束要求不同","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/得润电子公司信息梳理.md","2223e1eeb1173860c4a6ce654857f8a05679761183752c0da905fa2c241956f8","0556e0ed92defff1f75adf2e28ef030a52a79816ee6f539d978588049790c8c9"
| "N071-EV-0339","COMPANY-5f6dbb6bb7d4196ab11caab9","得润电子","得润电子公司信息梳理","source-root://project_robot_existing_research/公司档案/得润电子公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L40","QUANTITATIVE_OR_OPERATION_DETAIL","营业收入：45.05 亿元，同比 -12.99%；收入继续收缩","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/得润电子公司信息梳理.md","2223e1eeb1173860c4a6ce654857f8a05679761183752c0da905fa2c241956f8","b82b504ec86ec31a76d7633ddb204aa45ca018e39c6f47c64bac714272063dc4"
| "N071-EV-0340","COMPANY-5f6dbb6bb7d4196ab11caab9","得润电子","得润电子公司信息梳理","source-root://project_robot_existing_research/公司档案/得润电子公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L53","EXPLICIT_HIGH_VALUE_GAP","待验证字段：机器人客户、型号、供货量、ASP、弯折寿命、主供关系","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/得润电子公司信息梳理.md","2223e1eeb1173860c4a6ce654857f8a05679761183752c0da905fa2c241956f8","dad900436959a4ee71e75af19322b27b47ddac903a20558be58eec4c5a0810c5"
| "N071-EV-0341","COMPANY-28848062c31d6646285682c5","盾安环境","盾安环境公司信息梳理","source-root://project_robot_existing_research/公司档案/盾安环境公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L22","CHAIN_POSITION_DETAIL","主营能力：制冷空调零部件、制冷设备、新能源汽车热管理","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/盾安环境公司信息梳理.md","b2c6a13f806b422cb39cd44411bdb0a195d2f2a8cbef459404e37a692277e964","dc126d8ef359b8793d421ee8483e756c91cd084c498c58bcc5245f168205f3d1"
| "N071-EV-0342","COMPANY-28848062c31d6646285682c5","盾安环境","盾安环境公司信息梳理","source-root://project_robot_existing_research/公司档案/盾安环境公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L33","PRODUCT_OR_CAPABILITY_DETAIL","新能源汽车热管理：热泵、空调、流体控制；2025 汽车热管理业务收入 12.34 亿元，同比 +52%；A/D；工程能力可迁移","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/盾安环境公司信息梳理.md","b2c6a13f806b422cb39cd44411bdb0a195d2f2a8cbef459404e37a692277e964","be5d5f5c21d6f6de841f55f02000b8ac8f1a6d67e6aec44e25024d6da0f04707"
| "N071-EV-0343","COMPANY-28848062c31d6646285682c5","盾安环境","盾安环境公司信息梳理","source-root://project_robot_existing_research/公司档案/盾安环境公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L31","CUSTOMER_OR_COMMERCIAL_DETAIL","阀件、电子膨胀阀：电池包、计算平台、液冷回路；公司制冷和新能源热管理主业；A/E；可迁移但需小型化验证","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/盾安环境公司信息梳理.md","b2c6a13f806b422cb39cd44411bdb0a195d2f2a8cbef459404e37a692277e964","44044908188b54e2518687e05bffa5b021a401ab2c23b6e7ee5b450c2896f8d5"
| "N071-EV-0344","COMPANY-28848062c31d6646285682c5","盾安环境","盾安环境公司信息梳理","source-root://project_robot_existing_research/公司档案/盾安环境公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L40","QUANTITATIVE_OR_OPERATION_DETAIL","营业收入：130.35 亿元，同比 +2.81%；主业稳健","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/盾安环境公司信息梳理.md","b2c6a13f806b422cb39cd44411bdb0a195d2f2a8cbef459404e37a692277e964","5bbdaaaa7deb06817fa1bf92cc8910a4b9cdbdf41b80cb6571ed54cbf8d30d04"
| "N071-EV-0345","COMPANY-28848062c31d6646285682c5","盾安环境","盾安环境公司信息梳理","source-root://project_robot_existing_research/公司档案/盾安环境公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L52","EXPLICIT_HIGH_VALUE_GAP","待验证字段：机器人客户、热管理产品型号、单机价值量、ASP、寿命、噪音、供货周期","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/盾安环境公司信息梳理.md","b2c6a13f806b422cb39cd44411bdb0a195d2f2a8cbef459404e37a692277e964","483dc80deb830f7012ef46c465d3256a9e7200431b330945dfe13f16942ea631"
| "N071-EV-0346","COMPANY-9be7d0c98a484c3f061d0982","福达股份","福达股份公司信息梳理","source-root://project_robot_existing_research/公司档案/福达股份公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L16","CHAIN_POSITION_DETAIL","机器人端硬证据包括：2025 年拟通过分期增资和股权收购取得长坂科技合计 35% 股权；拟与长坂科技共同设立福达长坂机器人零部件合资公司，注册资本 1 亿元，其中福达股份认缴 7000 万元、长坂科技认缴 3000 万元；公告材料显示长坂科技在精密丝杠和专用机床设备方面有经验，并约定将相关丝杠技术成果用于合资公司商业化生产及推广。当前核心验证不是“有没有机器人概念”，而是合资公司能否形成产品、客户、产能、良率和收入。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/福达股份公司信息梳理.md","1a1e61fc09c6c16333a72dc7378b1863946b8a059d41c883a1b5a31f1544c4b3","16a8bdd63d7aa44fe281e01b7e7af7f33dd22ca2e261747b3ff2071446db9168"
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| "N071-EV-0349","COMPANY-9be7d0c98a484c3f061d0982","福达股份","福达股份公司信息梳理","source-root://project_robot_existing_research/公司档案/福达股份公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L56","QUANTITATIVE_OR_OPERATION_DETAIL","2025 营业收入：约 19.88 亿元，同比增长约 20.66%；主业增长较好","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/福达股份公司信息梳理.md","1a1e61fc09c6c16333a72dc7378b1863946b8a059d41c883a1b5a31f1544c4b3","51b66c89ea0d6bc87217e31514121c9d574b4ccceeb081242a835514ce382480"
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| "N071-EV-0351","COMPANY-e9cb71c4f362afb17308fcb7","福晶科技","福晶科技公司信息梳理","source-root://project_robot_existing_research/公司档案/福晶科技公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L12","CHAIN_POSITION_DETAIL","公司最强的位置在晶体与精密光学：年报称其为全球知名的 LBO、BBO、Nd:YVO4 晶体、精密光学元件、高功率光隔离器、声光及电光器件龙头厂商；其中非线性光学晶体和激光晶体核心产品处于国际领先，是全球规模最大的 LBO、BBO、Nd:YVO4 晶体器件生产企业，相关产品市场占有率全球第一。这个话语权来自材料生长、精密加工、全球客户和一站式配套能力。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/福晶科技公司信息梳理.md","3706159cb5d7578f0c22b855054658c790a46fab1932206dd1a34227ae3d953b","138a85cbd7e37b11b1b60655e53e925c316d8ab2e94e4fa3aff708b8c7de6e2b"
| "N071-EV-0352","COMPANY-e9cb71c4f362afb17308fcb7","福晶科技","福晶科技公司信息梳理","source-root://project_robot_existing_research/公司档案/福晶科技公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L44","PRODUCT_OR_CAPABILITY_DETAIL","精密光学元件：激光雷达、工业测量、光学检测、精密仪器、智能装备；年报明确列示 AR、激光雷达、半导体设备、光学检测设备、工业测量、精密仪器、智能装备等应用；成熟产品线；A；机器人 / 3D 视觉客户、型号、出货量","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/福晶科技公司信息梳理.md","3706159cb5d7578f0c22b855054658c790a46fab1932206dd1a34227ae3d953b","9cc915ce6310df270677f54c8f5007c332e91cba360751425afa44a606a75449"
| "N071-EV-0353","COMPANY-e9cb71c4f362afb17308fcb7","福晶科技","福晶科技公司信息梳理","source-root://project_robot_existing_research/公司档案/福晶科技公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L106","CUSTOMER_OR_COMMERCIAL_DETAIL","前五名客户：销售额 3.27 亿元，占年度销售总额 28.27%；第一大客户占 9.62%；客户集中度可控，不是高度依赖单一客户","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/福晶科技公司信息梳理.md","3706159cb5d7578f0c22b855054658c790a46fab1932206dd1a34227ae3d953b","0753b30cc4ddf975781e1400efd5c1cb91e72cb51690463b66bb90357fa08b57"
| "N071-EV-0354","COMPANY-e9cb71c4f362afb17308fcb7","福晶科技","福晶科技公司信息梳理","source-root://project_robot_existing_research/公司档案/福晶科技公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L55","QUANTITATIVE_OR_OPERATION_DETAIL","营业收入：11.58 亿元，同比 +32.21%；收入增速较好，晶体、精密光学、激光器件共同拉动","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/福晶科技公司信息梳理.md","3706159cb5d7578f0c22b855054658c790a46fab1932206dd1a34227ae3d953b","cc9605d6ab4d5c8d289dfa90b3cafa42abd7c20a4403f8e73c412ff24bd64a7f"
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| "N071-EV-0356","COMPANY-db8fe5e0a18858b4eccd9033","抚顺特钢","抚顺特钢公司信息梳理","source-root://project_robot_existing_research/公司档案/抚顺特钢公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L33","CHAIN_POSITION_DETAIL","中游材料：高温合金、超高强度钢、工模具钢、不锈钢、轴承钢；公司核心主业；高端特种冶炼能力强，但 2025 年盈利承压","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/抚顺特钢公司信息梳理.md","423f4b7db1bd61f683c1cfa0a80aebc66f21ec0c90a32c26a23fc058101a58f6","5758aa8e6f8e48e96465b0e3d6e9148109363451e39e2f6ac3937a6407048015"
| "N071-EV-0357","COMPANY-db8fe5e0a18858b4eccd9033","抚顺特钢","抚顺特钢公司信息梳理","source-root://project_robot_existing_research/公司档案/抚顺特钢公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L42","PRODUCT_OR_CAPABILITY_DETAIL","合金结构钢 / 超高强度钢：行星滚柱丝杠、承力件、关节结构件；研报称人形机器人使用 50CrMo4、40Cr、GCr15 等特钢；年报称超高强度钢用于高应力重要构件；A/C；材料性能有相关性，订单需验证","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/抚顺特钢公司信息梳理.md","423f4b7db1bd61f683c1cfa0a80aebc66f21ec0c90a32c26a23fc058101a58f6","b76e85ca062f5ad60067896b19e757640b7619a7b4bf5f5a937205c331c44aa1"
| "N071-EV-0358","COMPANY-db8fe5e0a18858b4eccd9033","抚顺特钢","抚顺特钢公司信息梳理","source-root://project_robot_existing_research/公司档案/抚顺特钢公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L82","CUSTOMER_OR_COMMERCIAL_DETAIL","前五客户销售额：16.08 亿元，占年度销售总额 18.06%；客户集中度中等","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/抚顺特钢公司信息梳理.md","423f4b7db1bd61f683c1cfa0a80aebc66f21ec0c90a32c26a23fc058101a58f6","5658dc3be1b6d5c2bdfed75f7c9824abcd3702629605ea90f6f346055407cba8"
| "N071-EV-0359","COMPANY-db8fe5e0a18858b4eccd9033","抚顺特钢","抚顺特钢公司信息梳理","source-root://project_robot_existing_research/公司档案/抚顺特钢公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L69","QUANTITATIVE_OR_OPERATION_DETAIL","钢材产量：47.56 万吨，同比 +7.81%；年报经营口径","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/抚顺特钢公司信息梳理.md","423f4b7db1bd61f683c1cfa0a80aebc66f21ec0c90a32c26a23fc058101a58f6","def6a6fcc95dcd3754c68db7c1523aa6c059c5eb69dc8fd2f17ccd23d7ad8b95"
| "N071-EV-0360","COMPANY-db8fe5e0a18858b4eccd9033","抚顺特钢","抚顺特钢公司信息梳理","source-root://project_robot_existing_research/公司档案/抚顺特钢公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L73","EXPLICIT_HIGH_VALUE_GAP","混合 ASP：主营收入 / 特殊钢销量粗算约 1.61 万元 / 吨；高于中信特钢混合吨价，体现品类更高端；不能代表机器人牌号","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/抚顺特钢公司信息梳理.md","423f4b7db1bd61f683c1cfa0a80aebc66f21ec0c90a32c26a23fc058101a58f6","8f6253c05cfe65489e8543dfb1e5415ceb7c3b39f3019ca8641dbdc0d3302b88"
| "N071-EV-0361","COMPANY-572697566727a248770237e6","光威复材","光威复材公司信息梳理","source-root://project_robot_existing_research/公司档案/光威复材公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L23","CHAIN_POSITION_DETAIL","机器人相关定位：轻量化结构材料、碳纤维复材、预浸料、板材 / 管材 / 壳体 / 连杆等潜在材料供应","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/光威复材公司信息梳理.md","c698e729822e100ca1e90187cf5d55390fd7a58db72eb8f30ef93bd44e20695e","db310fe672e3b160529f90ac1c6e7e0ef923dd691505854b67412dac2b1ec6f6"
| "N071-EV-0362","COMPANY-572697566727a248770237e6","光威复材","光威复材公司信息梳理","source-root://project_robot_existing_research/公司档案/光威复材公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L44","PRODUCT_OR_CAPABILITY_DETAIL","预浸料：复合材料壳体、管材、板材、夹层结构件；拥有 T300 到 T1100、M40J 到 M65J 系列预浸料，主持国家标准；能力储备；A；机器人结构件成型工艺","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/光威复材公司信息梳理.md","c698e729822e100ca1e90187cf5d55390fd7a58db72eb8f30ef93bd44e20695e","051aa2af3f3d75066bf06c2a7a6a1baf0d5bc3511e02587dee0cda6187a07338"
| "N071-EV-0363","COMPANY-572697566727a248770237e6","光威复材","光威复材公司信息梳理","source-root://project_robot_existing_research/公司档案/光威复材公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L97","CUSTOMER_OR_COMMERCIAL_DETAIL","客户集中度：前五名客户销售额 22.36 亿元，占年度销售总额 78.19%；第一大客户占 37.07%；客户集中度高，高端装备与大客户订单节奏影响业绩","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/光威复材公司信息梳理.md","c698e729822e100ca1e90187cf5d55390fd7a58db72eb8f30ef93bd44e20695e","ef1a1f3cf35694d8bc88e684a94315d0469cf6010e6b3d0d6f6f8a940e1923d8"
| "N071-EV-0364","COMPANY-572697566727a248770237e6","光威复材","光威复材公司信息梳理","source-root://project_robot_existing_research/公司档案/光威复材公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L52","QUANTITATIVE_OR_OPERATION_DETAIL","营业收入：28.60 亿元，同比 +16.72%；收入恢复增长，风电碳梁贡献明显","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/光威复材公司信息梳理.md","c698e729822e100ca1e90187cf5d55390fd7a58db72eb8f30ef93bd44e20695e","8ea1456124aea13496e5e94a7cb45a0f7baa8e69e14d8b2feb7c1c677850efa7"
| "N071-EV-0365","COMPANY-572697566727a248770237e6","光威复材","光威复材公司信息梳理","source-root://project_robot_existing_research/公司档案/光威复材公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L53","EXPLICIT_HIGH_VALUE_GAP","归母净利润：6.03 亿元，同比 -18.59%；收入增长但利润下滑，受价格、客户降本、包头基地开工不足等影响","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/光威复材公司信息梳理.md","c698e729822e100ca1e90187cf5d55390fd7a58db72eb8f30ef93bd44e20695e","910b997c6ae6ad32e98b66f1f321d2149cb1121056a803e7ec73f68908447d0b"
| "N071-EV-0366","COMPANY-7597ffc1e2c8d99b9881a77e","广大特材","广大特材公司信息梳理","source-root://project_robot_existing_research/公司档案/广大特材公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L22","CHAIN_POSITION_DETAIL","主营能力：高端装备特钢材料和高端装备零部件研发、生产与销售","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/广大特材公司信息梳理.md","9befaf8dd6f90c2af8e2669270c09964eda6b7117ab02a7a477670c6ca7d7831","1f46075038d95e78109bcebc0995cbe087314605e220ac1234ec203e1a08a7a9"
| "N071-EV-0367","COMPANY-7597ffc1e2c8d99b9881a77e","广大特材","广大特材公司信息梳理","source-root://project_robot_existing_research/公司档案/广大特材公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L40","PRODUCT_OR_CAPABILITY_DETAIL","齿轮钢：减速器、齿轮箱、关节传动件；公司主营产品含齿轮钢；A/D；材料相关性强，但缺机器人客户","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/广大特材公司信息梳理.md","9befaf8dd6f90c2af8e2669270c09964eda6b7117ab02a7a477670c6ca7d7831","2b41a43c2e2fbb10653b9c5e8e41da4bced2de955bfad8028f9fda3587c04838"
| "N071-EV-0368","COMPANY-7597ffc1e2c8d99b9881a77e","广大特材","广大特材公司信息梳理","source-root://project_robot_existing_research/公司档案/广大特材公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L72","CUSTOMER_OR_COMMERCIAL_DETAIL","核心客户：公开摘要未充分披露机器人客户；风电和高端装备客户更明确","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/广大特材公司信息梳理.md","9befaf8dd6f90c2af8e2669270c09964eda6b7117ab02a7a477670c6ca7d7831","36b0e80d947446a4a090a4b6285e01262a0fed424d9c837218e9cd56882d07fa"
| "N071-EV-0369","COMPANY-7597ffc1e2c8d99b9881a77e","广大特材","广大特材公司信息梳理","source-root://project_robot_existing_research/公司档案/广大特材公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L63","QUANTITATIVE_OR_OPERATION_DETAIL","子公司鑫盛智造：半年报摘录显示主营精密传动部件，2025H1 收入约 3.32 亿元、净利润约 0.12 亿元；与齿轮箱零部件和潜在机器人传动更接近","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/广大特材公司信息梳理.md","9befaf8dd6f90c2af8e2669270c09964eda6b7117ab02a7a477670c6ca7d7831","ba092f704fcbb6eabfca24a6cd4da07b4b9ef073ee713091a0c55d43eb2e0f58"
| "N071-EV-0370","COMPANY-7597ffc1e2c8d99b9881a77e","广大特材","广大特材公司信息梳理","source-root://project_robot_existing_research/公司档案/广大特材公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L14","EXPLICIT_HIGH_VALUE_GAP","2025 年公司收入 49.09 亿元，同比 +22.62%；归母净利润 2.06 亿元，同比 +79.60%；扣非归母净利润 2.06 亿元，同比 +176.37%；但经营现金流为 -8.69 亿元。分析时应把它放入“风电零部件产能释放 + 高端装备材料向机器人迁移”的观察池，不能写成机器人核心供应商。","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/广大特材公司信息梳理.md","9befaf8dd6f90c2af8e2669270c09964eda6b7117ab02a7a477670c6ca7d7831","8e32a684146ddf431407b6b7106cdcaa92994b8d90c7f330b261bd2fb13d038a"
| "N071-EV-0371","COMPANY-e0b7396a2e952d24f3aaabd5","国轩高科","国轩高科公司信息梳理","source-root://project_robot_existing_research/公司档案/国轩高科公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L14","CHAIN_POSITION_DETAIL","2025 年公司收入 450.70 亿元，归母净利润 23.83 亿元，扣非归母 4.32 亿元。结论是：国轩高科是电池平台型公司，适合作为机器人能源上游候选观察，但机器人业务证据弱于欣旺达、德赛电池这类已出现服务 / 人形机器人应用或验证线索的公司。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/国轩高科公司信息梳理.md","4befe267e8fb8bfaf148770354c7912e1e91ffcdb73e7371758f73dc5121ce1a","5618c9145c10dde62af197ded4fb5de0529105867d1d8c16ed56879c70c1f4be"
| "N071-EV-0372","COMPANY-e0b7396a2e952d24f3aaabd5","国轩高科","国轩高科公司信息梳理","source-root://project_robot_existing_research/公司档案/国轩高科公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L31","PRODUCT_OR_CAPABILITY_DETAIL","磷酸铁锂电芯：移动机器人、服务机器人、人形机器人潜在电芯；公司动力 / 储能电池主业；A/E；高安全和成本优势可迁移","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/国轩高科公司信息梳理.md","4befe267e8fb8bfaf148770354c7912e1e91ffcdb73e7371758f73dc5121ce1a","e85e4af99d368aa61be7770a2e8a6637f68ab129cbaec37d2134ad7c3624b37a"
| "N071-EV-0373","COMPANY-e0b7396a2e952d24f3aaabd5","国轩高科","国轩高科公司信息梳理","source-root://project_robot_existing_research/公司档案/国轩高科公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L50","CUSTOMER_OR_COMMERCIAL_DETAIL","动力电池装机：研报称 2025 国内动力电池装机 43.4GWh；反映电池主业规模，不等于机器人","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/国轩高科公司信息梳理.md","4befe267e8fb8bfaf148770354c7912e1e91ffcdb73e7371758f73dc5121ce1a","9c9282a91ce43b3387b88744d3f5fa5073e0b660d5b956eff0f37d69f1f0dd37"
| "N071-EV-0374","COMPANY-e0b7396a2e952d24f3aaabd5","国轩高科","国轩高科公司信息梳理","source-root://project_robot_existing_research/公司档案/国轩高科公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L40","QUANTITATIVE_OR_OPERATION_DETAIL","营业收入：450.70 亿元，同比 +27.35%；动力和储能出货增长","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/国轩高科公司信息梳理.md","4befe267e8fb8bfaf148770354c7912e1e91ffcdb73e7371758f73dc5121ce1a","9c191f67ed36c133ba84df1382605081e4407309c01cc5ff78c2b1e35bb4b544"
| "N071-EV-0375","COMPANY-e0b7396a2e952d24f3aaabd5","国轩高科","国轩高科公司信息梳理","source-root://project_robot_existing_research/公司档案/国轩高科公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L70","EXPLICIT_HIGH_VALUE_GAP","是否进入机器人客户供应链：未披露；客户侧 BOM、定点公告","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/国轩高科公司信息梳理.md","4befe267e8fb8bfaf148770354c7912e1e91ffcdb73e7371758f73dc5121ce1a","b9f255b3c4eff6b14d496f6554c5e9a733c18ce3f77176454e5f954f4d997d66"
| "N071-EV-0376","COMPANY-c1a4dfe7ccafcb2af937cd73","沪光股份","沪光股份公司信息梳理","source-root://project_robot_existing_research/公司档案/沪光股份公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L23","CHAIN_POSITION_DETAIL","机器人相关定位：动力线束、信号线束、整机线束总成候选","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/沪光股份公司信息梳理.md","fe2cbb2cd0ee9c520078eda68fa435faebc7a8d51b0d01ba8c933bcd9744448d","b5eda6721e8b34c65ba08f3f26dd6d16132b2e03cc4529b324f13e0f2fb56862"
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| "N071-EV-0401","COMPANY-246b3e86976fe2dd59790489","均胜电子","均胜电子公司信息梳理","source-root://project_robot_existing_research/公司档案/均胜电子公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L12","CHAIN_POSITION_DETAIL","这意味着均胜电子目前更清晰的价值是“机器人落地应用场景和生产制造能力”，而不是已明确供给某个核心零部件。研报也把均胜电子放在北美链、结构件和汽车零部件向机器人迁移的观察名单中，但机器人产品、客户和收入仍需拆。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/均胜电子公司信息梳理.md","5c7e2dfdce7216d2bc388c06691d0949be8289cfc09bf1f0194c5a38a4818f78","ac6621cb7bf7a200d6e81ea2d5d81a3ab3c7efb69f1b7d19b5467b58e891efce"
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| "N071-EV-0403","COMPANY-246b3e86976fe2dd59790489","均胜电子","均胜电子公司信息梳理","source-root://project_robot_existing_research/公司档案/均胜电子公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L25","CUSTOMER_OR_COMMERCIAL_DETAIL","分析标签：智元精灵 G2、过亿元采购合同、均普智能、汽车电子、智能制造","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/均胜电子公司信息梳理.md","5c7e2dfdce7216d2bc388c06691d0949be8289cfc09bf1f0194c5a38a4818f78","19641e794b4378ea21e56f711d4b656f71832b9adbf157c43c5171d31b6871c0"
| "N071-EV-0404","COMPANY-246b3e86976fe2dd59790489","均胜电子","均胜电子公司信息梳理","source-root://project_robot_existing_research/公司档案/均胜电子公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L40","QUANTITATIVE_OR_OPERATION_DETAIL","营业收入：611.83 亿元，同比 +9.52%；汽车电子平台体量大","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/均胜电子公司信息梳理.md","5c7e2dfdce7216d2bc388c06691d0949be8289cfc09bf1f0194c5a38a4818f78","e54b4152fea8284361b530c33a06ea658a5704213e06e598293db74df434e324"
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| "N071-EV-0406","COMPANY-89839c8c5c68a1149cb13c80","卡倍亿","卡倍亿公司信息梳理","source-root://project_robot_existing_research/公司档案/卡倍亿公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L23","CHAIN_POSITION_DETAIL","机器人相关定位：人形机器人线缆、高速铜缆、智能网联线缆","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/卡倍亿公司信息梳理.md","b8b4977e03f383f014d77f43deb7b5f091dd4bb42ce4a26248760d52f841527f","8b61a76b07dbe0bf71456af2ec53a313378342a64505d19f936fe937ba31078e"
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| "N071-EV-0409","COMPANY-89839c8c5c68a1149cb13c80","卡倍亿","卡倍亿公司信息梳理","source-root://project_robot_existing_research/公司档案/卡倍亿公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L40","QUANTITATIVE_OR_OPERATION_DETAIL","营业收入：40.45 亿元，同比 +10.87%；收入增长","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/卡倍亿公司信息梳理.md","b8b4977e03f383f014d77f43deb7b5f091dd4bb42ce4a26248760d52f841527f","a948c3151e5b04e85948a87a80f8e08d716296152e504d8b4205d58d65945bc4"
| "N071-EV-0410","COMPANY-89839c8c5c68a1149cb13c80","卡倍亿","卡倍亿公司信息梳理","source-root://project_robot_existing_research/公司档案/卡倍亿公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L52","EXPLICIT_HIGH_VALUE_GAP","待验证字段：机器人客户、线缆型号、供货量、ASP、弯折寿命、耐扭转寿命、是否主供","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/卡倍亿公司信息梳理.md","b8b4977e03f383f014d77f43deb7b5f091dd4bb42ce4a26248760d52f841527f","0b2492ab5398545d380d3c771855fa580ee207250913120ffc821cd5bbc2ba23"
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| "N071-EV-0412","COMPANY-113e97deb06a1b7c3ab9cf8b","开特股份","开特股份公司信息梳理","source-root://project_robot_existing_research/公司档案/开特股份公司信息梳理.md","2026-06-03","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L49","PRODUCT_OR_CAPABILITY_DETAIL","编码器：合资公司布局编码器；另有高性能人形机器人关节用新型电感式编码器重点研发项目；年报披露研发项目支持资金，但截至报表日尚未开始；A","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/开特股份公司信息梳理.md","37e3fd704a4e5b0a9fdb5e079795f4bd8a01d9ad8fd44141f399efc98c4f5476","d30ea5263a445f3c030c09359bee2cccc792ff799bbcd9a3b742bc02f8e8ec94"
| "N071-EV-0413","COMPANY-113e97deb06a1b7c3ab9cf8b","开特股份","开特股份公司信息梳理","source-root://project_robot_existing_research/公司档案/开特股份公司信息梳理.md","2026-06-03","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L88","CUSTOMER_OR_COMMERCIAL_DETAIL","第一大客户：年报匿名 A 公司销售 3.1762 亿元，占 28.12%；前五大客户合计 47.01%；客户集中度较高，汽车主业对大客户依赖明显","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/开特股份公司信息梳理.md","37e3fd704a4e5b0a9fdb5e079795f4bd8a01d9ad8fd44141f399efc98c4f5476","87c1bbaf2e4e86c57cb47f374765695a73d0d67a2ebda778a91a0bc495084c42"
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| "N071-EV-0415","COMPANY-113e97deb06a1b7c3ab9cf8b","开特股份","开特股份公司信息梳理","source-root://project_robot_existing_research/公司档案/开特股份公司信息梳理.md","2026-06-03","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L158","EXPLICIT_HIGH_VALUE_GAP","机器人收入：未披露；年报附注、IR、合资公司财务、订单公告","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/开特股份公司信息梳理.md","37e3fd704a4e5b0a9fdb5e079795f4bd8a01d9ad8fd44141f399efc98c4f5476","9544f508bba81df1190f4f0f1f8a2e6a511fdc2b517c82ab2afa61054c36f1ac"
| "N071-EV-0416","COMPANY-fd0e6615ab7f008592336242","立中集团","立中集团公司信息梳理","source-root://project_robot_existing_research/公司档案/立中集团公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L12","CHAIN_POSITION_DETAIL","立中集团的机器人证据比多数材料公司更强。2025 年 10 月公司与伟景智能签署《机器人战略合作协议》，为伟景智能提供高性能铝合金材料和轻量化关键零部件；2025 年 12 月又签署《人形机器人加工件定点采购协议》，供货范围包括大骨架、肩部关节、灵巧手、支撑系统结构件、胸杆前后外壳和 AGV 壳体等。这意味着它已经不只是材料可研，而是进入“定点采购 / 加工件供应”阶段。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/立中集团公司信息梳理.md","894c3815b52e36ff99359f182d31df0254f5fc2fdc9cc6bfc430b516ad277446","b1a7214ede68b626215dad62af4cf89daf3280bdde9f905ab4ecc2c1a8687ffa"
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| "N071-EV-0418","COMPANY-fd0e6615ab7f008592336242","立中集团","立中集团公司信息梳理","source-root://project_robot_existing_research/公司档案/立中集团公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L74","CUSTOMER_OR_COMMERCIAL_DETAIL","机器人客户：伟景智能；已从战略合作进入定点采购协议","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/立中集团公司信息梳理.md","894c3815b52e36ff99359f182d31df0254f5fc2fdc9cc6bfc430b516ad277446","1599a5410bc7e1f1d6d13bb4c0240a4d11b66b001ff0a41eeb9e303613d9b570"
| "N071-EV-0419","COMPANY-fd0e6615ab7f008592336242","立中集团","立中集团公司信息梳理","source-root://project_robot_existing_research/公司档案/立中集团公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L50","QUANTITATIVE_OR_OPERATION_DETAIL","营业收入：321.24 亿元，同比 +17.90%；规模持续扩张","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/立中集团公司信息梳理.md","894c3815b52e36ff99359f182d31df0254f5fc2fdc9cc6bfc430b516ad277446","ddcb3b77ebe9400522c31ecd89452d420634bf65a1a5a801f0b2c13fd8a0bdff"
| "N071-EV-0420","COMPANY-fd0e6615ab7f008592336242","立中集团","立中集团公司信息梳理","source-root://project_robot_existing_research/公司档案/立中集团公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L57","EXPLICIT_HIGH_VALUE_GAP","机器人相关收入：未披露；无法确认","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/立中集团公司信息梳理.md","894c3815b52e36ff99359f182d31df0254f5fc2fdc9cc6bfc430b516ad277446","3792be6b94c96a0fe240052839a0860e2324dce1443429aa2a442dcaa24b6fe8"
| "N071-EV-0421","COMPANY-d49e6765da602b661d8ac4e7","凌云股份","凌云股份公司信息梳理","source-root://project_robot_existing_research/公司档案/凌云股份公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L12","CHAIN_POSITION_DETAIL","公司已联合中国科学院合肥物质科学研究院、中兵智能创新研究院等推进六维力传感器任务；本地研报和半年报线索显示，拉压力、扭矩力传感器产品已交付多个小批量订单，六维力传感器已完成设计，力传感器专业生产线建成。相比仍停留在样品阶段的公司，凌云已经有小批量和产线线索；但相比柯力传感，凌云的机器人收入、六维力销量、客户名称和单价仍不清楚。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/凌云股份公司信息梳理.md","aa90cb1876af103375b9419642547dff163bf8c0bd880bb6258403feb7911061","f9f038428b853c60e536d20b6065537559398589b1343e01cdd97301778345ea"
| "N071-EV-0422","COMPANY-d49e6765da602b661d8ac4e7","凌云股份","凌云股份公司信息梳理","source-root://project_robot_existing_research/公司档案/凌云股份公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L41","PRODUCT_OR_CAPABILITY_DETAIL","拉压力传感器：机器人关节、夹爪、末端执行器；已交付多个小批量订单为本地研报 / 半年报线索；A/C；已超过单纯样品阶段","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/凌云股份公司信息梳理.md","aa90cb1876af103375b9419642547dff163bf8c0bd880bb6258403feb7911061","2b13afe1f73149e8467ef751716af0b99de57685e6674a93104f3a42d9d874b8"
| "N071-EV-0423","COMPANY-d49e6765da602b661d8ac4e7","凌云股份","凌云股份公司信息梳理","source-root://project_robot_existing_research/公司档案/凌云股份公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L73","CUSTOMER_OR_COMMERCIAL_DETAIL","汽车客户：研报称配套特斯拉、比亚迪、上汽通用、北美通用、一汽大众、一汽奥迪、广汽丰田、长城汽车等；汽车主业客户强","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/凌云股份公司信息梳理.md","aa90cb1876af103375b9419642547dff163bf8c0bd880bb6258403feb7911061","1ee23b9bda2d6ca0905b5e9d29bdb739900d002e4cd62133b6e652c5d7d8b9de"
| "N071-EV-0424","COMPANY-d49e6765da602b661d8ac4e7","凌云股份","凌云股份公司信息梳理","source-root://project_robot_existing_research/公司档案/凌云股份公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L51","QUANTITATIVE_OR_OPERATION_DETAIL","营业收入：198.36 亿元，同比 +5.30%；汽车零部件平台体量大","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/凌云股份公司信息梳理.md","aa90cb1876af103375b9419642547dff163bf8c0bd880bb6258403feb7911061","50411da69a1eebe89fed395dd5b9ef45aa10da9c89afb93f85b4db02b44b7e4e"
| "N071-EV-0425","COMPANY-d49e6765da602b661d8ac4e7","凌云股份","凌云股份公司信息梳理","source-root://project_robot_existing_research/公司档案/凌云股份公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L45","EXPLICIT_HIGH_VALUE_GAP","机器人智能关节 / 机械臂关键部件：关节和机械臂；公司业务方向中提及；C/E；产品级证据不足","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/凌云股份公司信息梳理.md","aa90cb1876af103375b9419642547dff163bf8c0bd880bb6258403feb7911061","4af4ff6fbbba56955c340e6900e1d9fac10add0fb98349e3b1b31a4bc47f3a77"
| "N071-EV-0426","COMPANY-686ee3148e21e68c976a760a","敏实集团","敏实集团公司信息梳理","source-root://project_robot_existing_research/公司档案/敏实集团公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L14","CHAIN_POSITION_DETAIL","机器人端的证据主要是战略合作，而不是订单兑现。公司与智元机器人合作方向包括智能外饰及电子皮肤、人形机器人无线充电、关节总成技术、轻量化肢体结构件设计制造、柔性智造解决方案；同时与某机器人公司签署合作，未来负责其欧洲市场经销及代工。这个组合说明敏实有可能借全球工厂和汽车客户场景切入机器人本地化制造 / 渠道 / 结构件，但当前仍缺机器人收入、供货量、产品 ASP、毛利率和客户侧确认。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/敏实集团公司信息梳理.md","91ce131550e746c4a658664d65268159106e2004461423612c82a0513a0cf41b","4bf42774b417f9514204968a1100147ca32d673d2d25420320b928d28981f9db"
| "N071-EV-0427","COMPANY-686ee3148e21e68c976a760a","敏实集团","敏实集团公司信息梳理","source-root://project_robot_existing_research/公司档案/敏实集团公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L46","PRODUCT_OR_CAPABILITY_DETAIL","轻量化肢体结构件：与智元优化轻量化肢体结构件设计与制造，提高运动性能和续航；与敏实铝件 / 结构件能力匹配，需验证是否进入批量","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/敏实集团公司信息梳理.md","91ce131550e746c4a658664d65268159106e2004461423612c82a0513a0cf41b","9348d2455d31c91891b558b36a2dbe9748bef4e741db178c065089767dd36c35"
| "N071-EV-0428","COMPANY-686ee3148e21e68c976a760a","敏实集团","敏实集团公司信息梳理","source-root://project_robot_existing_research/公司档案/敏实集团公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L84","CUSTOMER_OR_COMMERCIAL_DETAIL","电池盒客户：大众、宝马、奔驰、雷诺等；研报还提到 2025 再获比亚迪电池盒订单并拓展奇瑞、比亚迪合作；车端客户和订单强于机器人端","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/敏实集团公司信息梳理.md","91ce131550e746c4a658664d65268159106e2004461423612c82a0513a0cf41b","5613bebaba23f7ffac5b64e922dd2e9faa4f7fedea8c2cf025d3ba0ad9b5abb2"
| "N071-EV-0429","COMPANY-686ee3148e21e68c976a760a","敏实集团","敏实集团公司信息梳理","source-root://project_robot_existing_research/公司档案/敏实集团公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L55","QUANTITATIVE_OR_OPERATION_DETAIL","2025 年收入：华泰周报引用年报口径：257.37 亿元，同比增长 11.2%；公司整体实际业绩口径，但仍需年报原文复核","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/敏实集团公司信息梳理.md","91ce131550e746c4a658664d65268159106e2004461423612c82a0513a0cf41b","7b26830a379b01d8006a2365c6521cda34e84b007182db523d9286a430dddd7a"
| "N071-EV-0430","COMPANY-686ee3148e21e68c976a760a","敏实集团","敏实集团公司信息梳理","source-root://project_robot_existing_research/公司档案/敏实集团公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L44","EXPLICIT_HIGH_VALUE_GAP","人形机器人无线充电：与智元合作研发无线充电技术；合作研发线索，产品参数未披露；C","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/敏实集团公司信息梳理.md","91ce131550e746c4a658664d65268159106e2004461423612c82a0513a0cf41b","a014badce8051efb897ed39e258b6183a823467dea622e642b06d6aec0b7dd80"
| "N071-EV-0431","COMPANY-58ab3ea52378fb97f9b5e409","南京聚隆","南京聚隆公司信息梳理","source-root://project_robot_existing_research/公司档案/南京聚隆公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L12","CHAIN_POSITION_DETAIL","公司的机器人逻辑主要不是“做机器人部件”，而是围绕机器人关节、机身骨骼、电子皮肤、足端、外壳等位置提供 PA、PEEK、弹性体、TPU、长玻纤增强材料、碳纤维复合材料等材料方案。相比普利特，南京聚隆的机器人表述更直接；相比金发科技，它的规模和客户覆盖弱一些，但小批量与量产口径更适合作为机器人材料导入样本跟踪。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/南京聚隆公司信息梳理.md","9360961dcfed66cf04331ffb267fccc15b4751e81618ba2707bfd16052a71d6a","70f60309c1e2e07c1aa4f5616e6c67340cd539bd1c59aa9c7329d6cd7f5c0f84"
| "N071-EV-0432","COMPANY-58ab3ea52378fb97f9b5e409","南京聚隆","南京聚隆公司信息梳理","source-root://project_robot_existing_research/公司档案/南京聚隆公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L40","PRODUCT_OR_CAPABILITY_DETAIL","8 款机器人专用改性材料：机器人关节、机身骨骼、电子皮肤等；年报 / 公开公告口径称 5 款量产、3 款验证，单项目材料供货达百公斤级；量产 + 验证；A/D；客户、牌号、供货金额、年化规模","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/南京聚隆公司信息梳理.md","9360961dcfed66cf04331ffb267fccc15b4751e81618ba2707bfd16052a71d6a","57c86aa414a100daa569954c9f3f8c663c0b73698ed9bacb13960214a000fa8c"
| "N071-EV-0433","COMPANY-58ab3ea52378fb97f9b5e409","南京聚隆","南京聚隆公司信息梳理","source-root://project_robot_existing_research/公司档案/南京聚隆公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L76","CUSTOMER_OR_COMMERCIAL_DETAIL","四足机器人：TPU 材料供应四足机器人足底和护臂相关部件为公开资料口径；机器人端证据相对具体，但缺金额和客户","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/南京聚隆公司信息梳理.md","9360961dcfed66cf04331ffb267fccc15b4751e81618ba2707bfd16052a71d6a","2ecc09d86721d206760fb7e0c53b451b441257ebf6049fe1584ecb9b1ba24deb"
| "N071-EV-0434","COMPANY-58ab3ea52378fb97f9b5e409","南京聚隆","南京聚隆公司信息梳理","source-root://project_robot_existing_research/公司档案/南京聚隆公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L51","QUANTITATIVE_OR_OPERATION_DETAIL","营业收入：28.61 亿元，同比 +19.82%；收入创历史新高，仍以改性材料主业为基础","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/南京聚隆公司信息梳理.md","9360961dcfed66cf04331ffb267fccc15b4751e81618ba2707bfd16052a71d6a","7b8531d26d812955f49f703054adf8ded268360ba9de4438c416673bc9dbf5f9"
| "N071-EV-0435","COMPANY-58ab3ea52378fb97f9b5e409","南京聚隆","南京聚隆公司信息梳理","source-root://project_robot_existing_research/公司档案/南京聚隆公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L55","EXPLICIT_HIGH_VALUE_GAP","机器人相关收入：未披露；只有百公斤级供货和量产 / 验证数量线索","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/南京聚隆公司信息梳理.md","9360961dcfed66cf04331ffb267fccc15b4751e81618ba2707bfd16052a71d6a","3c50f9d530f76909e9157c3dc80e4176b02247f402247939174726dbfa61e277"
| "N071-EV-0436","COMPANY-d496be84930f94a5bd0008ed","宁波华翔","宁波华翔公司信息梳理","source-root://project_robot_existing_research/公司档案/宁波华翔公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L24","CHAIN_POSITION_DETAIL","机器人相关定位：机器人关节模组总成、整机装配、机器人 ODM 候选、PEEK 材料规划、轻量化结构件；C/E","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/宁波华翔公司信息梳理.md","b8836602db306e55506255788b5a947d176d41b726e245251f991b7c6fa66784","c5f1add58ef32f7f22d7a48424757a43bcdf2d1ed1d26f3e5d74df55d97d7376"
| "N071-EV-0437","COMPANY-d496be84930f94a5bd0008ed","宁波华翔","宁波华翔公司信息梳理","source-root://project_robot_existing_research/公司档案/宁波华翔公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L44","PRODUCT_OR_CAPABILITY_DETAIL","整机装配：2025 年上海临港智慧工厂投产，研报称全尺寸双足机器人出货 1198 台，另有年内约 1000 台口径；出货为研报口径，需智元或公司公告验证；C","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/宁波华翔公司信息梳理.md","b8836602db306e55506255788b5a947d176d41b726e245251f991b7c6fa66784","127b8d08922290b82fceb791950426a39064ae7e77aec4390346e7d341d3bece"
| "N071-EV-0438","COMPANY-d496be84930f94a5bd0008ed","宁波华翔","宁波华翔公司信息梳理","source-root://project_robot_existing_research/公司档案/宁波华翔公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L86","CUSTOMER_OR_COMMERCIAL_DETAIL","机器人客户：智元机器人是最核心线索；2025 年 5 月公司与象山工投、上海智元签署三方战略合作协议；合作广，但具体供货边界需要合同 / 客户侧确认","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/宁波华翔公司信息梳理.md","b8836602db306e55506255788b5a947d176d41b726e245251f991b7c6fa66784","778149e699b0212461a0e2446a010b81a4b8c947f6e23757f55969483aafd110"
| "N071-EV-0439","COMPANY-d496be84930f94a5bd0008ed","宁波华翔","宁波华翔公司信息梳理","source-root://project_robot_existing_research/公司档案/宁波华翔公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L54","QUANTITATIVE_OR_OPERATION_DETAIL","2025 营业收入：261.86 亿元，同比 -0.53%；汽车零部件主业体量大","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/宁波华翔公司信息梳理.md","b8836602db306e55506255788b5a947d176d41b726e245251f991b7c6fa66784","02ffd41937f37678f23e0d22f8fab4d253dc141bdc469b852601b0ca07343d65"
| "N071-EV-0440","COMPANY-d496be84930f94a5bd0008ed","宁波华翔","宁波华翔公司信息梳理","source-root://project_robot_existing_research/公司档案/宁波华翔公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L102","EXPLICIT_HIGH_VALUE_GAP","PEEK 材料单价：研报行业口径：海外标准级 PEEK 约 800-1000 元/公斤，国产投产后平均售价可能低于 500 元/公斤；既有专题口径国内约 30-40 万元/吨、海外约 80-100 万元/吨。不能直接作为公司未来 ASP","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/宁波华翔公司信息梳理.md","b8836602db306e55506255788b5a947d176d41b726e245251f991b7c6fa66784","38ab11835da5523ab7f4d0af0dbd78dab3f392766e938e8d4727db1da1063e9e"
| "N071-EV-0441","COMPANY-aa9f6435f478bc8e51bd1511","普利特","普利特公司信息梳理","source-root://project_robot_existing_research/公司档案/普利特公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L12","CHAIN_POSITION_DETAIL","机器人相关性主要来自两条线：第一，公司公开互动口径提到改性 PEEK、改性 PPS、改性 PA、热塑性弹性体等材料可用于人形机器人零部件，正在与下游客户验证，部分产品已实现小批量供应；第二，本地研报摘录显示，普利特具备 LCP 树脂聚合、共混改性、薄膜、纤维能力，LCP 可用于高频高速通信、微型电机、AI 服务器、机器人电机定子包胶等场景。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/普利特公司信息梳理.md","1d2eb016678facde293fae1ec3af0dde0b8ad7d418c77a8393f07a9da0e21d63","2dcc40ff26c3bbab0d67b88f3a3e10e396dde771c3adc617ac740df82268e445"
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| "N071-EV-0447","COMPANY-4722e706adcb8a1efd5c0b3b","秦川机床","秦川机床公司信息梳理","source-root://project_robot_existing_research/公司档案/秦川机床公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L45","PRODUCT_OR_CAPABILITY_DETAIL","齿轮加工设备 / 刀具：公司传统强项之一；可服务减速器、齿轮箱、工业机器人关节减速器加工；A/E","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/秦川机床公司信息梳理.md","ece39bc7a01e3e159818425f0000f87b0d46e0ede388e079bcfbada32311e05e","df1383bcd4bbac8091d80c3972697eda72a9e3bf84d1f9361fa622d869048870"
| "N071-EV-0448","COMPANY-4722e706adcb8a1efd5c0b3b","秦川机床","秦川机床公司信息梳理","source-root://project_robot_existing_research/公司档案/秦川机床公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L79","CUSTOMER_OR_COMMERCIAL_DETAIL","机床客户：高端装备、汽车、航空航天、军工、精密加工等；主业客户基础广，偏工业母机国产替代","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/秦川机床公司信息梳理.md","ece39bc7a01e3e159818425f0000f87b0d46e0ede388e079bcfbada32311e05e","71396a083f0e4acb8e0d338e5fc1a4e7a42f98fd8fd4d91f338bdca630d8bc64"
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| "N071-EV-0451","COMPANY-f6c785f62b2000a22e08cfd3","日盈电子","日盈电子公司信息梳理","source-root://project_robot_existing_research/公司档案/日盈电子公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L20","CHAIN_POSITION_DETAIL","主营能力：汽车零部件、传感器、线束、精密注塑和电子电器件","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/日盈电子公司信息梳理.md","2f386e0ca891015dd808abf89a8d7cf100a0c9a8dfe436a4d736ca71de2fd9e5","fd5ff7f82833b568bfdc01a4fbe4e6d942c50d1109b638f79c3356a69e87400f"
| "N071-EV-0452","COMPANY-f6c785f62b2000a22e08cfd3","日盈电子","日盈电子公司信息梳理","source-root://project_robot_existing_research/公司档案/日盈电子公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L32","PRODUCT_OR_CAPABILITY_DETAIL","灵巧手电子皮肤：灵巧手触觉；2025 半年报提及围绕人形机器人灵巧手电子皮肤等产品研发；A；公司明确承认尚未产生营业收入","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/日盈电子公司信息梳理.md","2f386e0ca891015dd808abf89a8d7cf100a0c9a8dfe436a4d736ca71de2fd9e5","e16b5d0672b4ae3ded2d7a789c19797b0897838540970b5e703e8e9e8a99c958"
| "N071-EV-0453","COMPANY-f6c785f62b2000a22e08cfd3","日盈电子","日盈电子公司信息梳理","source-root://project_robot_existing_research/公司档案/日盈电子公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L29","CUSTOMER_OR_COMMERCIAL_DETAIL","压阻式电子皮肤：灵巧手、指尖、手掌、触觉覆盖；本地研报称样品已于 2025 年 3 月研发成功；C；产品方向直接，但未量产","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/日盈电子公司信息梳理.md","2f386e0ca891015dd808abf89a8d7cf100a0c9a8dfe436a4d736ca71de2fd9e5","38aa2f8976afc1b2e0cd4864390a412619651a414f65e44695404de1f7597477"
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| "N071-EV-0473","COMPANY-d10dff862b41adb3e629573e","泰德股份","泰德股份公司信息梳理","source-root://project_robot_existing_research/公司档案/泰德股份公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L92","CUSTOMER_OR_COMMERCIAL_DETAIL","汽车客户：苏州中成新能源、安徽昊方、盖茨、嘉兴益恒、法雷奥为 2025 年前五大客户；中低；验证汽车轴承质量体系，不等同于机器人客户","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/泰德股份公司信息梳理.md","7b6d801525a3e4f7bdfa45a51a2d5e368ecbccc60772c843ca174add7a3778d3","9d472393b6198e7399704a293b30a43fb993b56c64df8915c17e2c54f4c29e8b"
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| "N071-EV-0476","COMPANY-3313cbef03b6ede07c285f10","碳元科技","碳元科技公司信息梳理","source-root://project_robot_existing_research/公司档案/碳元科技公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L12","CHAIN_POSITION_DETAIL","既有机器人热管理专题只是把碳元科技列在“导热材料”候选名单中。当前没有看到机器人客户、机器人材料型号、单机用量、收入或订单。由于公司经营状态和信息披露渠道与 A 股主板公司不同，后续如果要继续跟踪，应先让数据处理同学回源下载 2025 年年度报告和主要产品目录，再判断是否仍有研究价值。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/碳元科技公司信息梳理.md","95802ec8c679f9ea3b10201c8d1d501e320e309a67622bcf3be685655966363c","a71350b0f59a2388d5c741c5193d268690a425036a65b39a925f79082968ef59"
| "N071-EV-0477","COMPANY-3313cbef03b6ede07c285f10","碳元科技","碳元科技公司信息梳理","source-root://project_robot_existing_research/公司档案/碳元科技公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L32","PRODUCT_OR_CAPABILITY_DETAIL","碳基散热材料：电子设备热扩散；公司历史主业；A/E；与机器人相邻但不直接","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/碳元科技公司信息梳理.md","95802ec8c679f9ea3b10201c8d1d501e320e309a67622bcf3be685655966363c","eedc91ebad45288a24e7b9c2643f18f3197b978f9d94b6ca1e5edb3ebcec6fb2"
| "N071-EV-0478","COMPANY-3313cbef03b6ede07c285f10","碳元科技","碳元科技公司信息梳理","source-root://project_robot_existing_research/公司档案/碳元科技公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L31","CUSTOMER_OR_COMMERCIAL_DETAIL","石墨导热材料：计算平台、驱动器、局部热扩散；既有专题列为导热材料候选；E；需产品目录验证","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/碳元科技公司信息梳理.md","95802ec8c679f9ea3b10201c8d1d501e320e309a67622bcf3be685655966363c","88b467333208b7f94954bff700b8c131e9bff60f9215d2f6a357e2585128f8b1"
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| "N071-EV-0481","COMPANY-d47dff49a462a4cdabcf07e1","无锡科之鑫","无锡科之鑫公司信息梳理","source-root://project_robot_existing_research/公司档案/无锡科之鑫公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L22","CHAIN_POSITION_DETAIL","所属市场：非上市公司；双林股份收购后并入其体系","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/无锡科之鑫公司信息梳理.md","95254bc06a127cb71b56768a0b4df8ecd82cf18279c64c57bd2c5122e7adb93e","cf01da41c88ba7b2e675de542025b84b1f7b02a1935dea786bc28e1759148729"
| "N071-EV-0482","COMPANY-d47dff49a462a4cdabcf07e1","无锡科之鑫","无锡科之鑫公司信息梳理","source-root://project_robot_existing_research/公司档案/无锡科之鑫公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L44","PRODUCT_OR_CAPABILITY_DETAIL","设备改造和工艺服务：丝杠厂产线升级；研报称科之鑫通过自主研发和设备改造实现部分国产替代；C；改造收入、客户名单、交付周期","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/无锡科之鑫公司信息梳理.md","95254bc06a127cb71b56768a0b4df8ecd82cf18279c64c57bd2c5122e7adb93e","e4843802244a175c82e23db894ed480af578c61f9bc4b30135d97d9b634c4653"
| "N071-EV-0483","COMPANY-d47dff49a462a4cdabcf07e1","无锡科之鑫","无锡科之鑫公司信息梳理","source-root://project_robot_existing_research/公司档案/无锡科之鑫公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L70","CUSTOMER_OR_COMMERCIAL_DETAIL","外部丝杠厂客户：内外螺纹磨床；未充分披露；C；客户名单、订单和复购待补","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/无锡科之鑫公司信息梳理.md","95254bc06a127cb71b56768a0b4df8ecd82cf18279c64c57bd2c5122e7adb93e","93f993208b0d36d4337b73c3be643fbee5bbeddfcc64d1f8e2c3b6f2a443e81b"
| "N071-EV-0484","COMPANY-d47dff49a462a4cdabcf07e1","无锡科之鑫","无锡科之鑫公司信息梳理","source-root://project_robot_existing_research/公司档案/无锡科之鑫公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L50","QUANTITATIVE_OR_OPERATION_DETAIL","收购对价：双林股份拟以 1.35 亿元收购科之鑫 100% 股权；2025 年；A/C；需回源双林公告原文","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/无锡科之鑫公司信息梳理.md","95254bc06a127cb71b56768a0b4df8ecd82cf18279c64c57bd2c5122e7adb93e","bd0f63aaf400384242dd94dbde5f781421d9090b1c94927343b5e0286b28b51f"
| "N071-EV-0485","COMPANY-d47dff49a462a4cdabcf07e1","无锡科之鑫","无锡科之鑫公司信息梳理","source-root://project_robot_existing_research/公司档案/无锡科之鑫公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L112","EXPLICIT_HIGH_VALUE_GAP","P0：科之鑫设备外售客户有哪些？是否进入五洲、贝斯特、北特、兆丰等丝杠厂？；客户侧资料、设备采购公告、访谈","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/无锡科之鑫公司信息梳理.md","95254bc06a127cb71b56768a0b4df8ecd82cf18279c64c57bd2c5122e7adb93e","d319c0fd5e3ee47ca9153d4210b735b1f7e2ac374975352803a4b1af64dc4720"
| "N071-EV-0486","COMPANY-c441327696929c661df1d52c","新瀚新材","新瀚新材公司信息梳理","source-root://project_robot_existing_research/公司档案/新瀚新材公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L13","CHAIN_POSITION_DETAIL","公司的产业链价值来自“卡 PEEK 成本和质量的一头”。年报披露，公司 DFBP 主要用作 PEEK 单体，客户覆盖 SYENSQO（世索科）、VICTREX（威格斯）、EVONIK（赢创）及中研股份、鹏孚隆等 PEEK 生产商。若机器人带动 PEEK 放量，新瀚受益路径不是直接卖给机器人厂，而是通过 PEEK 树脂厂和材料厂的需求放大来兑现。需要警惕的是，DFBP 供给也在扩张，价格和毛利可能受到新增产能影响。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/新瀚新材公司信息梳理.md","c2e63702a8ea32c5b515e99e62a1652f9c2eafe3148ed17df5544b4ece74e856","98b8a4b799fc5addc7d3a8a0633336eae76f0fe5fb23cc335fda7309057a1fac"
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| "N071-EV-0494","COMPANY-051a99dab1cc8437813e3d35","新坐标","新坐标公司信息梳理","source-root://project_robot_existing_research/公司档案/新坐标公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L77","QUANTITATIVE_OR_OPERATION_DETAIL","冷锻精制线材 2025：收入占比约 4.10%，公开摘要未给出产量；需要年报原文补产量、销量、利用率","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/新坐标公司信息梳理.md","1ef0d7f105de520c74699131fd0987e52d9bf6840531f783eab2a48311c39c7c","da0f1b1818772d1e8b86894d8b2283f8623012dab85b793e2cfa47a037bef370"
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| "N071-EV-0496","COMPANY-494ace73c9174413f327189b","信捷电气","信捷电气公司信息梳理","source-root://project_robot_existing_research/公司档案/信捷电气公司信息梳理.md","2026-06-03","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L13","CHAIN_POSITION_DETAIL","当前没有看到公司披露人形机器人控制器、机器人客户、供货量或机器人收入。与汇川、雷赛、步科相比，信捷在机器人链条的产品边界和客户证据更弱；但在国产 PLC、伺服和 OEM 自动化领域有稳定基本盘，适合作为工控复苏和机器人自动化周边需求的观察公司。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/信捷电气公司信息梳理.md","0511c2af1d640ebc9d989a56a04064b62126b9cae0da38744db7586b432ccbd1","4ded5f914b4cd080058131c57c342c35a431882353c7e3cc2738a36c836daad1"
| "N071-EV-0497","COMPANY-494ace73c9174413f327189b","信捷电气","信捷电气公司信息梳理","source-root://project_robot_existing_research/公司档案/信捷电气公司信息梳理.md","2026-06-03","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L42","PRODUCT_OR_CAPABILITY_DETAIL","伺服驱动 / 运动控制：机械臂、专机、运动轴；公司主业；A；可迁移到机器人外围运动控制，缺机器人专用客户和型号。","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/信捷电气公司信息梳理.md","0511c2af1d640ebc9d989a56a04064b62126b9cae0da38744db7586b432ccbd1","487d4b0ee7dc6940b32a01aaca8901405bed831b2342b7ec868e037366877c56"
| "N071-EV-0498","COMPANY-494ace73c9174413f327189b","信捷电气","信捷电气公司信息梳理","source-root://project_robot_existing_research/公司档案/信捷电气公司信息梳理.md","2026-06-03","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L74","CUSTOMER_OR_COMMERCIAL_DETAIL","供应链地位：PLC、伺服、HMI 等是工业自动化标准部件。；E；在通用工控中有一定位置，但在机器人高价值零部件中话语权弱于汇川、雷赛等更高关联玩家。","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/信捷电气公司信息梳理.md","0511c2af1d640ebc9d989a56a04064b62126b9cae0da38744db7586b432ccbd1","fa1f2cacc5daa4c9286df5fcfa3c013925f7bbbc771f5e6317c6d97caa25d9ea"
| "N071-EV-0499","COMPANY-494ace73c9174413f327189b","信捷电气","信捷电气公司信息梳理","source-root://project_robot_existing_research/公司档案/信捷电气公司信息梳理.md","2026-06-03","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L51","QUANTITATIVE_OR_OPERATION_DETAIL","营业收入：20.14 亿元，同比 +17.87%；A；工控需求恢复。","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/信捷电气公司信息梳理.md","0511c2af1d640ebc9d989a56a04064b62126b9cae0da38744db7586b432ccbd1","f9feca0a26d1e701a66dd3ce290440e43cbdcfaa162b300307f4a2a52f12659a"
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| "N071-EV-0501","COMPANY-f0818cd4a041042e529e6085","亿纬锂能","亿纬锂能公司信息梳理","source-root://project_robot_existing_research/公司档案/亿纬锂能公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L12","CHAIN_POSITION_DETAIL","当前没有看到公司披露机器人专用电池客户、供货量或收入。它的价值在于：一方面有小型锂电和圆柱电芯基础，适合服务机器人、移动机器人和部分人形机器人电芯筛选；另一方面公司在储能大电芯和固态电池方向持续布局，本地研报提到头部电池企业如宁德时代、中创新航、亿纬锂能等锁定硫化物路线，可作为机器人更高能量密度和安全性路线的远期观察。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/亿纬锂能公司信息梳理.md","dbe4e4990e5f6a42c6691357c97f047d03b530435195ed8b4d3d1ffff014d780","55e5811e4b866efe19365ede84d214bb4733f231df2cdcadbbc40844f3cb083c"
| "N071-EV-0502","COMPANY-f0818cd4a041042e529e6085","亿纬锂能","亿纬锂能公司信息梳理","source-root://project_robot_existing_research/公司档案/亿纬锂能公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L33","PRODUCT_OR_CAPABILITY_DETAIL","储能电池：机器人充电站、园区能源系统；2025 储能电池营收提升，628Ah 储能大电池应用于百兆瓦时电站；A/C；与本体单机关系弱，但与机器人基础设施有关","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/亿纬锂能公司信息梳理.md","dbe4e4990e5f6a42c6691357c97f047d03b530435195ed8b4d3d1ffff014d780","c92abcabf6484668ced23938e9b6e25487cdc59ad0aeb9551b46b4a7c431a9db"
| "N071-EV-0503","COMPANY-f0818cd4a041042e529e6085","亿纬锂能","亿纬锂能公司信息梳理","source-root://project_robot_existing_research/公司档案/亿纬锂能公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L32","CUSTOMER_OR_COMMERCIAL_DETAIL","三元圆柱 / 多场景电芯：人形机器人、电动工具、移动设备；公司消费电池和动力电池平台覆盖圆柱方向；A/E；机器人应用需具体型号验证","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/亿纬锂能公司信息梳理.md","dbe4e4990e5f6a42c6691357c97f047d03b530435195ed8b4d3d1ffff014d780","8a93192158665b4e5f56d48e76fcd0468d2f39b3e2f8b26e7088fd020a765559"
| "N071-EV-0504","COMPANY-f0818cd4a041042e529e6085","亿纬锂能","亿纬锂能公司信息梳理","source-root://project_robot_existing_research/公司档案/亿纬锂能公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L40","QUANTITATIVE_OR_OPERATION_DETAIL","营业收入：614.70 亿元，同比 +26.44%；体量大，行业平台地位强","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/亿纬锂能公司信息梳理.md","dbe4e4990e5f6a42c6691357c97f047d03b530435195ed8b4d3d1ffff014d780","cc0a62c31c8fe3858dd84e3ee07c7348a76d4cb02296b229f5ad3c466b9e014d"
| "N071-EV-0505","COMPANY-f0818cd4a041042e529e6085","亿纬锂能","亿纬锂能公司信息梳理","source-root://project_robot_existing_research/公司档案/亿纬锂能公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L69","EXPLICIT_HIGH_VALUE_GAP","是否进入人形机器人供应链：未披露；客户侧 BOM、定点公告、IR","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/亿纬锂能公司信息梳理.md","dbe4e4990e5f6a42c6691357c97f047d03b530435195ed8b4d3d1ffff014d780","dcac7a79f5719932ec849a12e6f02fefd0b673a6866ccc000aee8fe7cd1e39b6"
| "N071-EV-0506","COMPANY-c5c89b0c938b91a589f0bafc","浙海德曼","浙海德曼公司信息梳理","source-root://project_robot_existing_research/公司档案/浙海德曼公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L14","CHAIN_POSITION_DETAIL","公司年报明确把机器人列为产品应用领域，并提到工业机器人和人形机器人是重点发展市场，公司已在该领域实现销售突破、形成一定市场规模和影响力；但公司没有披露机器人行业收入、客户名称、供货台数和机器人专用设备毛利率。因此当前应写成“机器人加工设备导入和销售突破”，不是“机器人链条强主供”。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/浙海德曼公司信息梳理.md","f51c0591c407bf197d5c1d7d184730371207f8aad85e85ee7ea9789dfcfbd955","0ace32556e1bc3fe903fb2a4e172c152d0e185df5fa77cd80a3f82582a9d7a66"
| "N071-EV-0507","COMPANY-c5c89b0c938b91a589f0bafc","浙海德曼","浙海德曼公司信息梳理","source-root://project_robot_existing_research/公司档案/浙海德曼公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L41","PRODUCT_OR_CAPABILITY_DETAIL","T40μ 高精密数控车床：谐波减速机、行星减速机、RV 减速机核心零件；年报称专门针对机器人领域谐波减速机、行星减速机、RV 减速机等核心部件开发，适用于刚轮、柔轮等精密零件以车代磨加工；已开发并客户现场验证；A；客户名称、交付台数、验收指标","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/浙海德曼公司信息梳理.md","f51c0591c407bf197d5c1d7d184730371207f8aad85e85ee7ea9789dfcfbd955","7f271c2646a02ed8715a1f111c7d3db26acd1ea87f17830d8a3482cce18a25b3"
| "N071-EV-0508","COMPANY-c5c89b0c938b91a589f0bafc","浙海德曼","浙海德曼公司信息梳理","source-root://project_robot_existing_research/公司档案/浙海德曼公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L84","CUSTOMER_OR_COMMERCIAL_DETAIL","汽车客户：年报称汽车行业销售始终占据公司销售 50% 以上；中；汽车客户是主业基本盘，也能验证高精车削能力","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/浙海德曼公司信息梳理.md","f51c0591c407bf197d5c1d7d184730371207f8aad85e85ee7ea9789dfcfbd955","04aa952891273e643499c61416d75b31d2ddfb3b7f75d1d4769119124026f110"
| "N071-EV-0509","COMPANY-c5c89b0c938b91a589f0bafc","浙海德曼","浙海德曼公司信息梳理","source-root://project_robot_existing_research/公司档案/浙海德曼公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L52","QUANTITATIVE_OR_OPERATION_DETAIL","营业收入：8.79 亿元，同比 +14.82%；2.09 亿元，同比 +47.25%；主业收入增长，Q1 延续改善","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/浙海德曼公司信息梳理.md","f51c0591c407bf197d5c1d7d184730371207f8aad85e85ee7ea9789dfcfbd955","13271ce0f12871b789f255751d00fc159f7011d512e71ead7e5bcb323b0dbce6"
| "N071-EV-0510","COMPANY-c5c89b0c938b91a589f0bafc","浙海德曼","浙海德曼公司信息梳理","source-root://project_robot_existing_research/公司档案/浙海德曼公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L85","EXPLICIT_HIGH_VALUE_GAP","工业机器人 / 人形机器人客户：年报称已在该领域实现销售突破；研报称向部分人形机器人企业销售并定制开发；高；是机器人链条最关键线索，但客户名称和金额未披露","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/浙海德曼公司信息梳理.md","f51c0591c407bf197d5c1d7d184730371207f8aad85e85ee7ea9789dfcfbd955","f231ed7c75cee08adfb17d458e43aa375af7b8abfd5d89f54c68ca7eeefa3897"
| "N071-EV-0511","COMPANY-5a29ce4bad12594db2eb2faa","中复神鹰","中复神鹰公司信息梳理","source-root://project_robot_existing_research/公司档案/中复神鹰公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L14","CHAIN_POSITION_DETAIL","机器人相关性来自年报中“积极开发产品在低空经济、碳陶制动盘、具身机器人、医疗健康等领域的拓展应用”的明确表述。但当前没有机器人客户、机器人收入、结构件供货量、单机用量、ASP、寿命和供货周期披露。因此，中复神鹰应定义为 **机器人轻量化结构材料的规模化上游候选**，而不是当前机器人供应链确定主供。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/中复神鹰公司信息梳理.md","6631749cbfde6cd475af92f02eb93cb5e8ec6fcd8ad1330a00269d2b2436bdc0","99d155230cd6c468b7c4e25f1d4f401bf0b82b0bfc06501fb9c15b521f1d7f13"
| "N071-EV-0512","COMPANY-5a29ce4bad12594db2eb2faa","中复神鹰","中复神鹰公司信息梳理","source-root://project_robot_existing_research/公司档案/中复神鹰公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L43","PRODUCT_OR_CAPABILITY_DETAIL","高强 / 高模碳纤维：承力结构、骨架、壳体；产品覆盖 T700 至 T1100、M 系列等多型号；能力储备；A；哪些型号适配机器人","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/中复神鹰公司信息梳理.md","6631749cbfde6cd475af92f02eb93cb5e8ec6fcd8ad1330a00269d2b2436bdc0","56040fa3796456417aea96023ddd8e9f41e9e0867df1bd1f264bb35632fcc98c"
| "N071-EV-0513","COMPANY-5a29ce4bad12594db2eb2faa","中复神鹰","中复神鹰公司信息梳理","source-root://project_robot_existing_research/公司档案/中复神鹰公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L88","CUSTOMER_OR_COMMERCIAL_DETAIL","客户集中度：前五客户销售额 7.14 亿元，占年度销售总额 32.54%；其中关联方占 15.22%；客户集中度低于光威复材，但存在关联销售","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/中复神鹰公司信息梳理.md","6631749cbfde6cd475af92f02eb93cb5e8ec6fcd8ad1330a00269d2b2436bdc0","bbe02165098ebf3e1b5780b222597d4d784c3f751e1ea12c0099ea235edd69a7"
| "N071-EV-0514","COMPANY-5a29ce4bad12594db2eb2faa","中复神鹰","中复神鹰公司信息梳理","source-root://project_robot_existing_research/公司档案/中复神鹰公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L52","QUANTITATIVE_OR_OPERATION_DETAIL","营业收入：21.94 亿元，同比 +40.87%；销量增长拉动收入明显恢复","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/中复神鹰公司信息梳理.md","6631749cbfde6cd475af92f02eb93cb5e8ec6fcd8ad1330a00269d2b2436bdc0","4bc451d1d36f04047f06f673a2375ec0af036efe5be26bf164ce164db8f2d9eb"
| "N071-EV-0515","COMPANY-5a29ce4bad12594db2eb2faa","中复神鹰","中复神鹰公司信息梳理","source-root://project_robot_existing_research/公司档案/中复神鹰公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L110","EXPLICIT_HIGH_VALUE_GAP","具身机器人：年报明确拓展应用，但尚无客户和收入；低；高","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/中复神鹰公司信息梳理.md","6631749cbfde6cd475af92f02eb93cb5e8ec6fcd8ad1330a00269d2b2436bdc0","684119d00edb4652e231708931409a48c9b6dc3df01dbad156e6ba9d8eb21ec8"
| "N071-EV-0516","COMPANY-eb65bf96cb7530fb1ac6bda5","中航光电","中航光电公司信息梳理","source-root://project_robot_existing_research/公司档案/中航光电公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L14","CHAIN_POSITION_DETAIL","2025 年公司收入 213.86 亿元，归母净利润 21.62 亿元，扣非归母 21.03 亿元。结论是：中航光电具备机器人高可靠连接器的能力底座，但机器人增量兑现必须等客户、型号、订单和 ASP 回填。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/中航光电公司信息梳理.md","ceca59917e83ad633dafeb2c7c09dec12bf0988ee895190a94a825935bcd8f2d","0e2af414e84be11ca65b069f390158a79861a3fc65b93db17b7f65c3c4a5899f"
| "N071-EV-0517","COMPANY-eb65bf96cb7530fb1ac6bda5","中航光电","中航光电公司信息梳理","source-root://project_robot_existing_research/公司档案/中航光电公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L32","PRODUCT_OR_CAPABILITY_DETAIL","光连接器及光器件：高速数据、视觉和计算链路；2025 年光连接器及其他光器件收入增长；A/C；人形机器人高带宽需求可能受益","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/中航光电公司信息梳理.md","ceca59917e83ad633dafeb2c7c09dec12bf0988ee895190a94a825935bcd8f2d","1f5f5715a164a86400e8acecc21580113e2868ea4a982fb45a513e08fa25d74e"
| "N071-EV-0518","COMPANY-eb65bf96cb7530fb1ac6bda5","中航光电","中航光电公司信息梳理","source-root://project_robot_existing_research/公司档案/中航光电公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L21","CUSTOMER_OR_COMMERCIAL_DETAIL","证券简称 / 代码：中航光电 / 002179.SZ","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/中航光电公司信息梳理.md","ceca59917e83ad633dafeb2c7c09dec12bf0988ee895190a94a825935bcd8f2d","fc87b6cc44f2de747cfcae0cd68c862c0dab33453332d8ae5bf32161d73c330b"
| "N071-EV-0519","COMPANY-eb65bf96cb7530fb1ac6bda5","中航光电","中航光电公司信息梳理","source-root://project_robot_existing_research/公司档案/中航光电公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L40","QUANTITATIVE_OR_OPERATION_DETAIL","营业收入：213.86 亿元，同比 +3.39%；收入稳健","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/中航光电公司信息梳理.md","ceca59917e83ad633dafeb2c7c09dec12bf0988ee895190a94a825935bcd8f2d","fccae907cca30205b31597f71b2cc9fffd87496914b867c3c337d859670a93f1"
| "N071-EV-0520","COMPANY-eb65bf96cb7530fb1ac6bda5","中航光电","中航光电公司信息梳理","source-root://project_robot_existing_research/公司档案/中航光电公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L52","EXPLICIT_HIGH_VALUE_GAP","待验证字段：机器人客户、型号、供货量、ASP、插拔寿命、弯折寿命、是否主供/独供","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/中航光电公司信息梳理.md","ceca59917e83ad633dafeb2c7c09dec12bf0988ee895190a94a825935bcd8f2d","b28d6579f8d43b95f5cfb97cbd6626b1d1f42cbe96f12034ca8e5b786325be38"
| "N071-EV-0521","COMPANY-f1ae49693bf776c7c7c61e07","中简科技","中简科技公司信息梳理","source-root://project_robot_existing_research/公司档案/中简科技公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L12","CHAIN_POSITION_DETAIL","年报称，公司是我国航空航天领域高端碳纤维核心供应商，专注高性能碳纤维及结构材料与功能材料自主创新与工程化应用，多款高性能碳纤维已稳定批量应用于我国航空航天领域多型结构部件。公司产品包括高强型 ZT7 系列、高于 T700 级、ZT8 系列、ZT9 系列、ZM40J、ZM40X 等，并具备同一柔性生产线生产不同规格和级别碳纤维的能力。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/中简科技公司信息梳理.md","3dd8fa359d4b7874a9f62cf8e887c42812b987c1cfd986dd61bccba5a6682dfb","fd781854608111d14bc1b71d596550862e8e2282b2462aca32fd34dbd2f58732"
| "N071-EV-0522","COMPANY-f1ae49693bf776c7c7c61e07","中简科技","中简科技公司信息梳理","source-root://project_robot_existing_research/公司档案/中简科技公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L43","PRODUCT_OR_CAPABILITY_DETAIL","碳纤维织物：壳体、板材、管材、复材结构件潜在中间材料；公司碳纤维织物全部自行加工，可按客户需求定制；能力储备；A/E；是否进入机器人结构件","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/中简科技公司信息梳理.md","3dd8fa359d4b7874a9f62cf8e887c42812b987c1cfd986dd61bccba5a6682dfb","b557b25c189cfd5adae3d8e897746de76c5bd87bef6ce3ec0bcbc93a3a27736b"
| "N071-EV-0523","COMPANY-f1ae49693bf776c7c7c61e07","中简科技","中简科技公司信息梳理","source-root://project_robot_existing_research/公司档案/中简科技公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L94","CUSTOMER_OR_COMMERCIAL_DETAIL","前五名客户：销售额 8.41 亿元，占年度销售总额 99.42%；第一大客户占 87.49%；极高客户集中度，是中简与光威、中复神鹰最大差异","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/中简科技公司信息梳理.md","3dd8fa359d4b7874a9f62cf8e887c42812b987c1cfd986dd61bccba5a6682dfb","83de4b7edcb993effebb267b878c3affaf58c5792b3f9ca6935f2316e24f0059"
| "N071-EV-0524","COMPANY-f1ae49693bf776c7c7c61e07","中简科技","中简科技公司信息梳理","source-root://project_robot_existing_research/公司档案/中简科技公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L51","QUANTITATIVE_OR_OPERATION_DETAIL","营业收入：8.46 亿元，同比 +4.14%；收入小幅增长，仍依赖高端客户节奏","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/中简科技公司信息梳理.md","3dd8fa359d4b7874a9f62cf8e887c42812b987c1cfd986dd61bccba5a6682dfb","f3774b0d0524a3739fe120a75332eda83f5fc74c7ea6b400bd4555af3ece32e6"
| "N071-EV-0525","COMPANY-f1ae49693bf776c7c7c61e07","中简科技","中简科技公司信息梳理","source-root://project_robot_existing_research/公司档案/中简科技公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L42","EXPLICIT_HIGH_VALUE_GAP","高性能碳纤维：机器人承力结构、机身、连杆的潜在材料；年报未披露机器人应用，仅可按材料属性推断；潜在储备；E；是否有机器人客户","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/中简科技公司信息梳理.md","3dd8fa359d4b7874a9f62cf8e887c42812b987c1cfd986dd61bccba5a6682dfb","6d466742ceccf9b2eb73eef4fde5c3509a951078222b6018763727c32c758703"
| "N071-EV-0526","COMPANY-4d6610d7977ab3487c80b7df","中信特钢","中信特钢公司信息梳理","source-root://project_robot_existing_research/公司档案/中信特钢公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L23","CHAIN_POSITION_DETAIL","机器人相关定位：丝杠、轴承、减速器、结构件用特钢材料上游","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/中信特钢公司信息梳理.md","1d93e79c4f83469ae6a045b91f55a33f53768fa0a981612b46c943b703ed9531","1ac62f525299d05e42a0d467b9c2e27c343edd8d1501088137c30aa8405b5f18"
| "N071-EV-0527","COMPANY-4d6610d7977ab3487c80b7df","中信特钢","中信特钢公司信息梳理","source-root://project_robot_existing_research/公司档案/中信特钢公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L41","PRODUCT_OR_CAPABILITY_DETAIL","GCr15 轴承钢：滚珠丝杠、行星滚柱丝杠滚柱/螺母、精密轴承；研报称机器人丝杠常用 GCr15；中信特钢高端轴承钢产销量连续十余年全球领先；A/C；最直接的机器人材料线索，但缺机器人客户","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/中信特钢公司信息梳理.md","1d93e79c4f83469ae6a045b91f55a33f53768fa0a981612b46c943b703ed9531","01719313d5673d5297071783faa74cbb6fa553ff7b304fd5749ca8f510a0c9db"
| "N071-EV-0528","COMPANY-4d6610d7977ab3487c80b7df","中信特钢","中信特钢公司信息梳理","source-root://project_robot_existing_research/公司档案/中信特钢公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L80","CUSTOMER_OR_COMMERCIAL_DETAIL","前五客户销售额：83.02 亿元，占 7.73%；客户分散度高，不依赖单一客户","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/中信特钢公司信息梳理.md","1d93e79c4f83469ae6a045b91f55a33f53768fa0a981612b46c943b703ed9531","55be5a7428fbd2c32d87c86f58da35de93a57c3335c0ee1bcf50f31e03a7cd11"
| "N071-EV-0529","COMPANY-4d6610d7977ab3487c80b7df","中信特钢","中信特钢公司信息梳理","source-root://project_robot_existing_research/公司档案/中信特钢公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L51","QUANTITATIVE_OR_OPERATION_DETAIL","营业收入：1073.73 亿元，同比 -1.68%；钢铁周期承压下收入小幅下降","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/中信特钢公司信息梳理.md","1d93e79c4f83469ae6a045b91f55a33f53768fa0a981612b46c943b703ed9531","829506cab13be2e0819afa80462f64fc4c27afc3156bf02c6e43928210063330"
| "N071-EV-0530","COMPANY-4d6610d7977ab3487c80b7df","中信特钢","中信特钢公司信息梳理","source-root://project_robot_existing_research/公司档案/中信特钢公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L71","EXPLICIT_HIGH_VALUE_GAP","混合 ASP：按营业收入 / 钢材销量粗算约 5496 元 / 吨；按四类钢产品收入 / 销量粗算约 4974 元 / 吨；只能作为公司混合口径，不能代表 GCr15、50CrMo4 或机器人牌号价格","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/中信特钢公司信息梳理.md","1d93e79c4f83469ae6a045b91f55a33f53768fa0a981612b46c943b703ed9531","6de28b1f3ea36282ba2ae5dc3918a9adb814fd3f9ea49b5e7f36459963b69a2f"
| "N071-EV-0531","COMPANY-e5f3d2fe897cbdee349b586d","中研股份","中研股份公司信息梳理","source-root://project_robot_existing_research/公司档案/中研股份公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L21","CHAIN_POSITION_DETAIL","所属环节：PEEK 树脂、PEEK 粗粉 / 细粉 / 颗粒、复合增强颗粒、CF/PEEK 研发；A/C","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/中研股份公司信息梳理.md","a926972a67aa4f102401bdc39c03e7fd1e1b197b79007b1a275d8739a2bdd4c5","bafcc754ba5ea568bc75b78a5ea9f9aeb82ee337b75e83118d235cfc2844f7a0"
| "N071-EV-0532","COMPANY-e5f3d2fe897cbdee349b586d","中研股份","中研股份公司信息梳理","source-root://project_robot_existing_research/公司档案/中研股份公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L40","PRODUCT_OR_CAPABILITY_DETAIL","PEEK 粗粉：聚合、粉碎、提纯、离心、干燥、磁选后的基础树脂形态；可进一步加工为细粉、颗粒、复合材料；C","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/中研股份公司信息梳理.md","a926972a67aa4f102401bdc39c03e7fd1e1b197b79007b1a275d8739a2bdd4c5","c0af8fd2b171507e54354015a090576375f5bae858deb70dd14f10feced07f92"
| "N071-EV-0533","COMPANY-e5f3d2fe897cbdee349b586d","中研股份","中研股份公司信息梳理","source-root://project_robot_existing_research/公司档案/中研股份公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L74","CUSTOMER_OR_COMMERCIAL_DETAIL","汽车：研报称公司曾与新能源车企开发制冷用、热管理用 PEEK 材料，开发到供货周期约 4-5 年；汽车客户验证可说明材料认证周期长","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/中研股份公司信息梳理.md","a926972a67aa4f102401bdc39c03e7fd1e1b197b79007b1a275d8739a2bdd4c5","86f07660486bc38893c08cd51bb3dae4a89fb7acba6b2e8bbcc16151e8dd5fa1"
| "N071-EV-0534","COMPANY-e5f3d2fe897cbdee349b586d","中研股份","中研股份公司信息梳理","source-root://project_robot_existing_research/公司档案/中研股份公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L51","QUANTITATIVE_OR_OPERATION_DETAIL","2025 营业收入：3.09 亿元；既有研究文档引用年报口径，体量仍是材料细分公司","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/中研股份公司信息梳理.md","a926972a67aa4f102401bdc39c03e7fd1e1b197b79007b1a275d8739a2bdd4c5","f37c7cb5e1cbed751a67d21583336a23bacf8330d31c0230a026eb7a1c795e4d"
| "N071-EV-0535","COMPANY-e5f3d2fe897cbdee349b586d","中研股份","中研股份公司信息梳理","source-root://project_robot_existing_research/公司档案/中研股份公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L67","EXPLICIT_HIGH_VALUE_GAP","产能爬坡：研报以中研为例称产量从约 100 吨/年爬升至 2021 年 550 吨/年约花 7 年；PEEK 有效产能释放慢，不能只看名义产能","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/中研股份公司信息梳理.md","a926972a67aa4f102401bdc39c03e7fd1e1b197b79007b1a275d8739a2bdd4c5","424c63eafdcdbc02f35fcb34077e597a65c61902822ef285d45df23b8a39952d"
| "N071-EV-0536","COMPANY-8e07dbf4e1a6b35713b90ae3","珠海冠宇","珠海冠宇公司信息梳理","source-root://project_robot_existing_research/公司档案/珠海冠宇公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L14","CHAIN_POSITION_DETAIL","2025 年公司收入 144.10 亿元，归母净利润 4.72 亿元，扣非归母 3.11 亿元，经营现金流 20.87 亿元。结论是：珠海冠宇适合作为机器人小型电芯候选观察，核心缺口是客户、型号、寿命和机器人收入。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/珠海冠宇公司信息梳理.md","f4d90418d8c4fd5a02b1f82e82c379d0dc801e14cee180ccc3484332e0750f48","d1e1e32510022f0406757b28523fe8f25a150519eed49017ade93bc0fd684e31"
| "N071-EV-0537","COMPANY-8e07dbf4e1a6b35713b90ae3","珠海冠宇","珠海冠宇公司信息梳理","source-root://project_robot_existing_research/公司档案/珠海冠宇公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L31","PRODUCT_OR_CAPABILITY_DETAIL","消费类锂离子电池：服务机器人、消费级机器人、边缘设备；公司主业；A/E；与小型化终端电源相邻","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/珠海冠宇公司信息梳理.md","f4d90418d8c4fd5a02b1f82e82c379d0dc801e14cee180ccc3484332e0750f48","f847b0c182c637e22e8c9b7f24455015ee3a226c46defd5afb473ce297128031"
| "N071-EV-0538","COMPANY-8e07dbf4e1a6b35713b90ae3","珠海冠宇","珠海冠宇公司信息梳理","source-root://project_robot_existing_research/公司档案/珠海冠宇公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L50","CUSTOMER_OR_COMMERCIAL_DETAIL","新型钢壳产线：公开资料有建设计划线索；需确认投产、产能和产品定位","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/珠海冠宇公司信息梳理.md","f4d90418d8c4fd5a02b1f82e82c379d0dc801e14cee180ccc3484332e0750f48","24c8905eccce4f97eb257245f975eeb643b86ecf641af5868d985dc043849a71"
| "N071-EV-0539","COMPANY-8e07dbf4e1a6b35713b90ae3","珠海冠宇","珠海冠宇公司信息梳理","source-root://project_robot_existing_research/公司档案/珠海冠宇公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L40","QUANTITATIVE_OR_OPERATION_DETAIL","营业收入：144.10 亿元，同比 +24.86%；消费电池主业恢复增长","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/珠海冠宇公司信息梳理.md","f4d90418d8c4fd5a02b1f82e82c379d0dc801e14cee180ccc3484332e0750f48","e014a2b6083f124636766f0cf768b69e288de95d46f3b20066386ebe0c68de65"
| "N071-EV-0540","COMPANY-8e07dbf4e1a6b35713b90ae3","珠海冠宇","珠海冠宇公司信息梳理","source-root://project_robot_existing_research/公司档案/珠海冠宇公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L69","EXPLICIT_HIGH_VALUE_GAP","是否有机器人客户：未披露；客户侧 BOM、采购公告","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/珠海冠宇公司信息梳理.md","f4d90418d8c4fd5a02b1f82e82c379d0dc801e14cee180ccc3484332e0750f48","150915afdbc6390a638b3439923ad753ce0274101392887d8b278dcbf9e4bcb2"
| "N071-EV-0541","COMPANY-1da37d4eb8e9efee848f2f5e","鼎通科技","鼎通科技公司信息梳理","source-root://project_robot_existing_research/公司档案/鼎通科技公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L12","CHAIN_POSITION_DETAIL","当前没有看到公司披露机器人客户、供货量、机器人收入或机器人专用型号。与瑞可达相比，鼎通的机器人证据更弱；但其高速通讯连接器受 AI 服务器驱动明显，若机器人本体计算平台和高速视觉链路拉动连接器小型化、高速化，公司可作为互连供应链候选观察。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/鼎通科技公司信息梳理.md","cd1dac2fe00dc8dcc74250ea39563712d48fbd50165ecb182e8fa80abb87bb33","da08c13bf8dfa724c197bd015d028dfc7984ddd928d093b7ea8c8ac9ca972b62"
| "N071-EV-0542","COMPANY-1da37d4eb8e9efee848f2f5e","鼎通科技","鼎通科技公司信息梳理","source-root://project_robot_existing_research/公司档案/鼎通科技公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L31","PRODUCT_OR_CAPABILITY_DETAIL","高速通讯连接器组件：机器人计算平台、视觉数据链路、边缘计算；公司主业，224G 产品规模化量产为研报线索；A/C；对 AI 服务器更直接，机器人为潜在迁移","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/鼎通科技公司信息梳理.md","cd1dac2fe00dc8dcc74250ea39563712d48fbd50165ecb182e8fa80abb87bb33","75b31195c42d19fe8e3614ba9ffec0d7d1c9507dd518cd2e2442db79cbf50726"
| "N071-EV-0543","COMPANY-1da37d4eb8e9efee848f2f5e","鼎通科技","鼎通科技公司信息梳理","source-root://project_robot_existing_research/公司档案/鼎通科技公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L21","CUSTOMER_OR_COMMERCIAL_DETAIL","证券简称 / 代码：鼎通科技 / 688668.SH","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/鼎通科技公司信息梳理.md","cd1dac2fe00dc8dcc74250ea39563712d48fbd50165ecb182e8fa80abb87bb33","83d1225ef59c07aac7bdd5a08137dede8477ecc4a444735923925cd9f83069a4"
| "N071-EV-0544","COMPANY-1da37d4eb8e9efee848f2f5e","鼎通科技","鼎通科技公司信息梳理","source-root://project_robot_existing_research/公司档案/鼎通科技公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L39","QUANTITATIVE_OR_OPERATION_DETAIL","营业收入：15.88 亿元，同比 +53.89%；AI 算力需求带动","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/鼎通科技公司信息梳理.md","cd1dac2fe00dc8dcc74250ea39563712d48fbd50165ecb182e8fa80abb87bb33","45a102283a2fe1390e633cc140ad6e0ae145c7ed99f416ac95e84687ec3062be"
| "N071-EV-0545","COMPANY-1da37d4eb8e9efee848f2f5e","鼎通科技","鼎通科技公司信息梳理","source-root://project_robot_existing_research/公司档案/鼎通科技公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L51","EXPLICIT_HIGH_VALUE_GAP","待验证字段：机器人客户、型号、供货量、ASP、插拔寿命、弯折寿命、是否参与本体厂设计","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/鼎通科技公司信息梳理.md","cd1dac2fe00dc8dcc74250ea39563712d48fbd50165ecb182e8fa80abb87bb33","5ef911a2a6646bb34b7566c3dca6d78ddc162a83443adcf906d8c76bee19de28"
| "N071-EV-0546","COMPANY-1881c4a3008dc0a8bc1f7516","飞荣达","飞荣达公司信息梳理","source-root://project_robot_existing_research/公司档案/飞荣达公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L12","CHAIN_POSITION_DETAIL","当前公开资料没有披露机器人客户、材料单机价值量或机器人收入。相较于盾安环境的泵阀 / 换热器路线，飞荣达更偏材料和结构散热；如果机器人本体算力上升、关节功率密度提高，导热垫片、石墨 / 碳材料、散热模组和液冷板可能受益。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/飞荣达公司信息梳理.md","959e64bfbecc8d3a33b6e40285fee3de90519404a34886be3135e07df56fc28a","1eac8a673d7085ba6f52460e685f53785362c57bc00fa391ca9bf27ba892ae70"
| "N071-EV-0547","COMPANY-1881c4a3008dc0a8bc1f7516","飞荣达","飞荣达公司信息梳理","source-root://project_robot_existing_research/公司档案/飞荣达公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L31","PRODUCT_OR_CAPABILITY_DETAIL","导热材料：计算平台、驱动器、电池包、关节模组；公司主业；A/E；与机器人局部散热需求匹配","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/飞荣达公司信息梳理.md","959e64bfbecc8d3a33b6e40285fee3de90519404a34886be3135e07df56fc28a","6b79a4011ee9998dc3931422bae8b32163c351a38cc8f1be05cd7693122f2c56"
| "N071-EV-0548","COMPANY-1881c4a3008dc0a8bc1f7516","飞荣达","飞荣达公司信息梳理","source-root://project_robot_existing_research/公司档案/飞荣达公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L33","CUSTOMER_OR_COMMERCIAL_DETAIL","液冷板 / 散热结构件：AI 服务器、机器人计算平台潜在；本地研报把飞荣达列入液冷结构件参与者；C；数据中心更直接，机器人需验证","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/飞荣达公司信息梳理.md","959e64bfbecc8d3a33b6e40285fee3de90519404a34886be3135e07df56fc28a","725290693f632163a1a6dbbdd953855d503065927f95832cb83b561d7036d713"
| "N071-EV-0549","COMPANY-1881c4a3008dc0a8bc1f7516","飞荣达","飞荣达公司信息梳理","source-root://project_robot_existing_research/公司档案/飞荣达公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L40","QUANTITATIVE_OR_OPERATION_DETAIL","营业收入：65.27 亿元，同比 +24.74%；规模创新高","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/飞荣达公司信息梳理.md","959e64bfbecc8d3a33b6e40285fee3de90519404a34886be3135e07df56fc28a","5ef56e0141727f835e1272fbbe23b519be9a8559236b84ada89bd1cabbc511cd"
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| "N071-EV-0586","COMPANY-5313be216c8bb1fc30d89e00","Jabil","Jabil公司信息梳理","source-root://industry_research_current/公司档案/Jabil公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L8","CHAIN_POSITION_DETAIL","Jabil 是 Apptronik Apollo 人形机器人量产协同中的关键制造合作方线索，角色更接近全球制造服务和供应链管理伙伴，而不是某个单一核心零部件供应商。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/Jabil公司信息梳理.md","59156fec60105135dc81979c6ba7f7fb5b2eef709c38ea7aec6ce01575c34606","c3cf7f5411dcd60cafb2955732af10e6f1794b96453e65fbfddd20758b7ac254"
| "N071-EV-0587","COMPANY-5313be216c8bb1fc30d89e00","Jabil","Jabil公司信息梳理","source-root://industry_research_current/公司档案/Jabil公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L28","PRODUCT_OR_CAPABILITY_DETAIL","全球制造能力：海外本体商；能力映射；有助于量产爬坡和供应链管理","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/Jabil公司信息梳理.md","59156fec60105135dc81979c6ba7f7fb5b2eef709c38ea7aec6ce01575c34606","5f27af7b2900d158f08dd4ef69e24b7a20d38a4565cd1299aa45ca2449d82b57"
| "N071-EV-0588","COMPANY-5313be216c8bb1fc30d89e00","Jabil","Jabil公司信息梳理","source-root://industry_research_current/公司档案/Jabil公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L27","CUSTOMER_OR_COMMERCIAL_DETAIL","Apollo 制造战略合作：Apptronik；公开合作；可写为制造和供应链协同伙伴","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/Jabil公司信息梳理.md","59156fec60105135dc81979c6ba7f7fb5b2eef709c38ea7aec6ce01575c34606","5db7acddbcb59aaced4c5d0abc65a43bae77607bceb0ba086712890475e78f70"
| "N071-EV-0589","COMPANY-5313be216c8bb1fc30d89e00","Jabil","Jabil公司信息梳理","source-root://industry_research_current/公司档案/Jabil公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L21","QUANTITATIVE_OR_OPERATION_DETAIL","Jabil 位于“制造服务 / 供应链管理”层，不应写成 Apollo 的电机、减速器、传感器供应商。它的价值在于帮助本体商把样机和小批量产品推向可制造、可交付、可服务的产品。","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/Jabil公司信息梳理.md","59156fec60105135dc81979c6ba7f7fb5b2eef709c38ea7aec6ce01575c34606","fa7279d3c6e9a3834c9a815664a5d99187b982b1daeb39de2b28487da708123f"
| "N071-EV-0590","COMPANY-5313be216c8bb1fc30d89e00","Jabil","Jabil公司信息梳理","source-root://industry_research_current/公司档案/Jabil公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L34","EXPLICIT_HIGH_VALUE_GAP","Apollo 生产数量：未披露；Apptronik / Jabil 后续公告","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/Jabil公司信息梳理.md","59156fec60105135dc81979c6ba7f7fb5b2eef709c38ea7aec6ce01575c34606","04f92d92560c6028e216668541e9ff8b0042a6c7b86743b6d98b24deb069b671"
| "N071-EV-0591","COMPANY-5cbf0b3eac51f5524b278def","Magna","Magna公司信息梳理","source-root://industry_research_current/公司档案/Magna公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L8","CHAIN_POSITION_DETAIL","Magna 在机器人链条中的关键不是作为普通零部件供应商，而是与 Sanctuary AI 的战略合作、投资和汽车制造体系协同。它代表“汽车 Tier 1 量产能力向人形机器人迁移”的一种路径。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/Magna公司信息梳理.md","26e16bead833a5d915fcfeaf190546cad2804ab45e7cbb7859492b0fc294378f","41c6962a88ef7de838125c4cf12be4a1821da96cf4e812c05a09b502d675442e"
| "N071-EV-0592","COMPANY-5cbf0b3eac51f5524b278def","Magna","Magna公司信息梳理","source-root://industry_research_current/公司档案/Magna公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L27","PRODUCT_OR_CAPABILITY_DETAIL","汽车 Tier 1 工程能力：海外机器人厂商；能力映射；对工业化和可靠性验证有价值","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/Magna公司信息梳理.md","26e16bead833a5d915fcfeaf190546cad2804ab45e7cbb7859492b0fc294378f","347b24a461040ce9a0dd39cef9bdb5780eca4bbdf6d9b3f26c9fa10f39e36825"
| "N071-EV-0593","COMPANY-5cbf0b3eac51f5524b278def","Magna","Magna公司信息梳理","source-root://industry_research_current/公司档案/Magna公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L26","CUSTOMER_OR_COMMERCIAL_DETAIL","战略合作 / 投资：Sanctuary AI；公开合作；可写为规模制造与汽车产业链协同伙伴","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/Magna公司信息梳理.md","26e16bead833a5d915fcfeaf190546cad2804ab45e7cbb7859492b0fc294378f","3f56c151da125a95d5798e2f4b354cd3af9a90eb189febed8039b25390f7cfa0"
| "N071-EV-0594","COMPANY-5cbf0b3eac51f5524b278def","Magna","Magna公司信息梳理","source-root://industry_research_current/公司档案/Magna公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L15","QUANTITATIVE_OR_OPERATION_DETAIL","所属环节：汽车 Tier 1、制造协同、工程开发、供应链管理","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/Magna公司信息梳理.md","26e16bead833a5d915fcfeaf190546cad2804ab45e7cbb7859492b0fc294378f","4ee546a07a3df7e163814c31182a0cae102e5c6639a5a99a05396181fdb4f684"
| "N071-EV-0595","COMPANY-5cbf0b3eac51f5524b278def","Magna","Magna公司信息梳理","source-root://industry_research_current/公司档案/Magna公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L34","EXPLICIT_HIGH_VALUE_GAP","订单金额：未披露；后续公告或财报补充","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/Magna公司信息梳理.md","26e16bead833a5d915fcfeaf190546cad2804ab45e7cbb7859492b0fc294378f","9edb46c74aa8e31f33c9807bf2b09d921eda9b70fbc94cac1098c3bc9cc59dd7"
| "N071-EV-0596","COMPANY-0e1d41eee73fe249f2e6168b","Mercado Libre机器人客户信息梳理","Mercado Libre机器人客户信息梳理公司信息梳理","source-root://industry_research_current/公司档案/Mercado Libre机器人客户信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L8","CHAIN_POSITION_DETAIL","Mercado Libre 在 Agility Robotics 链条中属于拉美电商和仓储物流客户侧样本，价值在场景验证和潜在部署需求，不属于硬件供应商。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/Mercado Libre机器人客户信息梳理.md","fcbaacb5806d6df62a705f56b0aa69936421687a3cf7ccb5db692c01e464cca8","a9bde75abdf23c71641434b23e22f60a3d75e0f020e14f587719e164f2dc0b7c"
| "N071-EV-0597","COMPANY-0e1d41eee73fe249f2e6168b","Mercado Libre机器人客户信息梳理","Mercado Libre机器人客户信息梳理公司信息梳理","source-root://industry_research_current/公司档案/Mercado Libre机器人客户信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L23","PRODUCT_OR_CAPABILITY_DETAIL","电商履约需求：仓储机器人；与 Digit 的 tote 搬运场景匹配","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/Mercado Libre机器人客户信息梳理.md","fcbaacb5806d6df62a705f56b0aa69936421687a3cf7ccb5db692c01e464cca8","fbfa56a6eb5c888c5386d6831d629e38e52f4c24dfeb2fd671aacc1889385194"
| "N071-EV-0598","COMPANY-0e1d41eee73fe249f2e6168b","Mercado Libre机器人客户信息梳理","Mercado Libre机器人客户信息梳理公司信息梳理","source-root://industry_research_current/公司档案/Mercado Libre机器人客户信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L29","CUSTOMER_OR_COMMERCIAL_DETAIL","部署台数：未充分披露；后续公告和案例","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/Mercado Libre机器人客户信息梳理.md","fcbaacb5806d6df62a705f56b0aa69936421687a3cf7ccb5db692c01e464cca8","6d8998116530a446fb281ea05b2952509f6c278d5cf29f5fd9fb98e52cb53f98"
| "N071-EV-0599","COMPANY-0e1d41eee73fe249f2e6168b","Mercado Libre机器人客户信息梳理","Mercado Libre机器人客户信息梳理公司信息梳理","source-root://industry_research_current/公司档案/Mercado Libre机器人客户信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L14","QUANTITATIVE_OR_OPERATION_DETAIL","公司属性：拉美电商与物流平台","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/Mercado Libre机器人客户信息梳理.md","fcbaacb5806d6df62a705f56b0aa69936421687a3cf7ccb5db692c01e464cca8","acceca04acebf08a15c318a692ecf94452696a80a51a90aa339e8b923d6a9254"
| "N071-EV-0600","COMPANY-0e1d41eee73fe249f2e6168b","Mercado Libre机器人客户信息梳理","Mercado Libre机器人客户信息梳理公司信息梳理","source-root://industry_research_current/公司档案/Mercado Libre机器人客户信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L30","EXPLICIT_HIGH_VALUE_GAP","合同金额：未披露；客户案例、采访","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/Mercado Libre机器人客户信息梳理.md","fcbaacb5806d6df62a705f56b0aa69936421687a3cf7ccb5db692c01e464cca8","ecbc115f44479fb8a64762da22ad92a6521d399d49e1feab157e7618908c6fb0"
| "N071-EV-0601","COMPANY-26ca276cd3d3e181c556e71f","Mercedes-Benz","Mercedes-Benz公司信息梳理","source-root://industry_research_current/公司档案/Mercedes-Benz公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L8","CHAIN_POSITION_DETAIL","Mercedes-Benz 在 Apptronik Apollo 链条中主要是工业客户和应用场景验证方，不是 Apollo 的硬件供应商。它的价值在于提供汽车制造场景下的人形机器人验证样本。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/Mercedes-Benz公司信息梳理.md","17bd92bfbc3f289908659fc78209b7e56db47cf25788fc21899b1ee17a7b7ca6","0747a9caa347cd44bbbba1e622e2a041d473e5d5d488cd38866b8dbf21d5e6ea"
| "N071-EV-0602","COMPANY-26ca276cd3d3e181c556e71f","Mercedes-Benz","Mercedes-Benz公司信息梳理","source-root://industry_research_current/公司档案/Mercedes-Benz公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L27","PRODUCT_OR_CAPABILITY_DETAIL","汽车制造场景：人形机器人；能力映射；适合验证搬运、检查、辅助装配等任务","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/Mercedes-Benz公司信息梳理.md","17bd92bfbc3f289908659fc78209b7e56db47cf25788fc21899b1ee17a7b7ca6","fbbf83571caf3259c38f046123cea7f7b241a24bb2a23c5a38878a2c453017b4"
| "N071-EV-0603","COMPANY-26ca276cd3d3e181c556e71f","Mercedes-Benz","Mercedes-Benz公司信息梳理","source-root://industry_research_current/公司档案/Mercedes-Benz公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L16","CUSTOMER_OR_COMMERCIAL_DETAIL","机器人相关性：与 Apptronik Apollo 存在公开合作线索","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/Mercedes-Benz公司信息梳理.md","17bd92bfbc3f289908659fc78209b7e56db47cf25788fc21899b1ee17a7b7ca6","0363d843bad40999c93ae4b23d29baf8f55a1f5075e7c3c68ac908d77b2327cf"
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| "N071-EV-0611","COMPANY-2f96a041ee0e2c71eecbcd08","NVIDIA机器人生态","NVIDIA机器人生态公司信息梳理","source-root://industry_research_current/公司档案/NVIDIA机器人生态公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L8","CHAIN_POSITION_DETAIL","NVIDIA 在机器人行业中的地位更接近“算力、仿真、开发工具链和机器人基础模型平台方”，不是单一硬件 BOM 供应商。它可能通过 Isaac、Omniverse、Cosmos、GR00T、GPU 与 Jetson 平台影响本体商路线。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/NVIDIA机器人生态公司信息梳理.md","a237d9f838f7d7f6f8fb891ca987baa6f868a8d16baffa9c600c8001dbb55dda","d57e57f6cc56e44f87f6fddc34eb6fea94a0c9f49fbf55897b4b9304ccca6355"
| "N071-EV-0612","COMPANY-2f96a041ee0e2c71eecbcd08","NVIDIA机器人生态","NVIDIA机器人生态公司信息梳理","source-root://industry_research_current/公司档案/NVIDIA机器人生态公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L28","PRODUCT_OR_CAPABILITY_DETAIL","Cosmos / GR00T：世界模型、机器人基础模型；代表具身智能平台方向","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/NVIDIA机器人生态公司信息梳理.md","a237d9f838f7d7f6f8fb891ca987baa6f868a8d16baffa9c600c8001dbb55dda","70918582855d7429ac88e771c7e782f3c2c9bb1fb42ed9d0f7dfd5fc9d2d7be7"
| "N071-EV-0613","COMPANY-2f96a041ee0e2c71eecbcd08","NVIDIA机器人生态","NVIDIA机器人生态公司信息梳理","source-root://industry_research_current/公司档案/NVIDIA机器人生态公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L42","CUSTOMER_OR_COMMERCIAL_DETAIL","机器人收入：未单列；平台客户、开发者生态、机器人产品线披露","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/NVIDIA机器人生态公司信息梳理.md","a237d9f838f7d7f6f8fb891ca987baa6f868a8d16baffa9c600c8001dbb55dda","01c03ac2f2efbb45c3a91ab104811e56af06e38a4fa498f30b8e77a4460e9de9"
| "N071-EV-0614","COMPANY-2f96a041ee0e2c71eecbcd08","NVIDIA机器人生态","NVIDIA机器人生态公司信息梳理","source-root://industry_research_current/公司档案/NVIDIA机器人生态公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L14","QUANTITATIVE_OR_OPERATION_DETAIL","公司属性：海外上市公司 / AI 算力平台公司","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/NVIDIA机器人生态公司信息梳理.md","a237d9f838f7d7f6f8fb891ca987baa6f868a8d16baffa9c600c8001dbb55dda","4367e29802356a42ac6a7e068f7f13b7f7b7051fa6ce68525e3747e9340e0857"
| "N071-EV-0615","COMPANY-2f96a041ee0e2c71eecbcd08","NVIDIA机器人生态","NVIDIA机器人生态公司信息梳理","source-root://industry_research_current/公司档案/NVIDIA机器人生态公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L44","EXPLICIT_HIGH_VALUE_GAP","客户粘性：需要长期观察；看工具链标准化和开发者生态","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/NVIDIA机器人生态公司信息梳理.md","a237d9f838f7d7f6f8fb891ca987baa6f868a8d16baffa9c600c8001dbb55dda","68709e3b587669c9a165a01828fd96a3abd9ec4c81acc7b7bda01ecef3938da0"
| "N071-EV-0616","COMPANY-6b3749693c24b7cb5193289b","OpenAI机器人模型","OpenAI机器人模型公司信息梳理","source-root://industry_research_current/公司档案/OpenAI机器人模型公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L8","CHAIN_POSITION_DETAIL","OpenAI 在机器人链条中主要对应多模态模型、交互能力、任务规划和与 Figure 等本体商的模型协同，不应被写成硬件供应商。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/OpenAI机器人模型公司信息梳理.md","2fce064cf2212a91f522e36a66db32f85c9b2be12db5c27e58f628bdd9b5f683","3526f9f6cdc5f0d9d2066c16118349019ba560deda61de054af5e85fde3f552f"
| "N071-EV-0617","COMPANY-6b3749693c24b7cb5193289b","OpenAI机器人模型","OpenAI机器人模型公司信息梳理","source-root://industry_research_current/公司档案/OpenAI机器人模型公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L26","PRODUCT_OR_CAPABILITY_DETAIL","多模态模型能力：视觉、语音、文本理解；适合机器人交互和任务规划","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/OpenAI机器人模型公司信息梳理.md","2fce064cf2212a91f522e36a66db32f85c9b2be12db5c27e58f628bdd9b5f683","68ec1440cbd78418e3df9dd32b2a19c382ddd1ce8ce58a190926f89c9364a599"
| "N071-EV-0618","COMPANY-6b3749693c24b7cb5193289b","OpenAI机器人模型","OpenAI机器人模型公司信息梳理","source-root://industry_research_current/公司档案/OpenAI机器人模型公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L16","CUSTOMER_OR_COMMERCIAL_DETAIL","机器人相关性：与 Figure 等海外本体商存在投资和合作线索","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/OpenAI机器人模型公司信息梳理.md","2fce064cf2212a91f522e36a66db32f85c9b2be12db5c27e58f628bdd9b5f683","6e1e875ab931d766b36bd22b8e5384acf79c199bd93e3d35b8ccda6b2ba38e29"
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| "N071-EV-0634","COMPANY-91703f63016663c6575a6878","Toyota机器人制造协同信息梳理","Toyota机器人制造协同信息梳理公司信息梳理","source-root://industry_research_current/公司档案/Toyota机器人制造协同信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L14","QUANTITATIVE_OR_OPERATION_DETAIL","公司属性：全球汽车整车厂","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/Toyota机器人制造协同信息梳理.md","bdbb8832157374afbd4d97ce80eb542b5ea400b987080b4c83ae7a3e720baf23","c14fd07042bfcf8b8eabbe53f4e10c316b76a371856cefd0545a3fead4ee11e2"
| "N071-EV-0635","COMPANY-91703f63016663c6575a6878","Toyota机器人制造协同信息梳理","Toyota机器人制造协同信息梳理公司信息梳理","source-root://industry_research_current/公司档案/Toyota机器人制造协同信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L30","EXPLICIT_HIGH_VALUE_GAP","是否采购 / 部署：未确认；后续客户案例","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/Toyota机器人制造协同信息梳理.md","bdbb8832157374afbd4d97ce80eb542b5ea400b987080b4c83ae7a3e720baf23","9804d99ffe89e444b310a0ebfec0bf2e43a2a5fc0293b3f5f0a69d55a0b179f6"
| "N071-EV-0636","COMPANY-3efcce0038aee7ab235ba0fd","X-Era Lab","X-Era Lab公司信息梳理","source-root://industry_research_current/公司档案/X-Era Lab公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L17","CHAIN_POSITION_DETAIL","产业定位：世界模型、4D 表征和动作策略","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/X-Era Lab公司信息梳理.md","b218b661dc01484c2dc54d0c6723985eb547fb1a254e5186065f9596c530b0de","ab1e83bcf2fc88b033ebacc473cf3ef8e6450d084e0c80fa4bd55f71880448b5"
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| "N071-EV-0666","COMPANY-f07813b0d063bdb6b13061ae","超维动力","超维动力公司信息梳理","source-root://industry_research_current/公司档案/超维动力公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L10","CHAIN_POSITION_DETAIL","超维动力是本体与模型公司，不是电机/关节供应商。KAI 全尺寸人形以 115 自由度、全身约 1.8 万触觉点和物理世界模型强调高拟人交互；高自由度带来表达力，也显著增加成本、控制和可靠性难度。当前公开证据主要是产品发布与演示，定位 M1。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/超维动力公司信息梳理.md","d111b5d20213e7078e868f6cac4c66a4dc2cc48ade032b1c8a85c316e3028875","758054991e9661115feeb552833f57f9ddef623f1336de004775269508b30891"
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| "N071-EV-0718","COMPANY-348d5674fec45579d0ba2415","高擎动力","高擎动力公司信息梳理","source-root://industry_research_current/公司档案/高擎动力公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L43","CUSTOMER_OR_COMMERCIAL_DETAIL","高校、职业教育和赛事为明确目标客户；具体学校采购、台数、价格和续购待补。","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/高擎动力公司信息梳理.md","350aa2a3b70e2be0174790c2923c0dddffc3545adc069d6e4c97bfd6cbe7fc6a","868961ed5d002895218bae73c57ee366478ae75002cd04ccaf2ce85ac45d8b78"
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| "N071-EV-0720","COMPANY-348d5674fec45579d0ba2415","高擎动力","高擎动力公司信息梳理","source-root://industry_research_current/公司档案/高擎动力公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L69","EXPLICIT_HIGH_VALUE_GAP","P0：版本参数、价格、销量、客户、关节外供和收入；P1：寿命、回差、热衰减、产能、良率、售后及课程/赛事收费。","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/高擎动力公司信息梳理.md","350aa2a3b70e2be0174790c2923c0dddffc3545adc069d6e4c97bfd6cbe7fc6a","9db3b67bb0ba0713f54eda8271d761ad7f74a775fd6300c6fd204ad8a04e998c"
| "N071-EV-0721","COMPANY-e7fa34fde7098faaf4709d21","工业富联","工业富联公司信息梳理","source-root://industry_research_current/公司档案/工业富联公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L8","CHAIN_POSITION_DETAIL","工业富联在机器人链条中更适合归入“电子制造服务 / 系统集成 / 量产制造平台”，不是单一零部件公司。它的机器人价值来自复杂电子系统制造、供应链管理和潜在整机 / 模组代工能力。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/工业富联公司信息梳理.md","31315cb4c32fdc63d49271cc2dfd5f6700f013877ab5b51d7f1b05a0a3549c73","ad3d6d009c51c07d5f68b03b14521c8bd96455335f2a1f2f7f9aa1234c82af02"
| "N071-EV-0722","COMPANY-e7fa34fde7098faaf4709d21","工业富联","工业富联公司信息梳理","source-root://industry_research_current/公司档案/工业富联公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L27","PRODUCT_OR_CAPABILITY_DETAIL","电子制造服务：主控板、传感器模组、整机组装；产业链映射；对量产机器人有潜在价值","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/工业富联公司信息梳理.md","31315cb4c32fdc63d49271cc2dfd5f6700f013877ab5b51d7f1b05a0a3549c73","32c65fe343df8f7ce0d4c331c4a11f1e49823271ffa9b98fed18ca0afd445c8c"
| "N071-EV-0723","COMPANY-e7fa34fde7098faaf4709d21","工业富联","工业富联公司信息梳理","source-root://industry_research_current/公司档案/工业富联公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L35","CUSTOMER_OR_COMMERCIAL_DETAIL","小米机器人：制造生态候选 / 线索；产业链资料；需确认具体项目","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/工业富联公司信息梳理.md","31315cb4c32fdc63d49271cc2dfd5f6700f013877ab5b51d7f1b05a0a3549c73","57f11653e13ddb190bfe974fa9705bc1842116a2f84acb5b2145494cef9adca5"
| "N071-EV-0724","COMPANY-e7fa34fde7098faaf4709d21","工业富联","工业富联公司信息梳理","source-root://industry_research_current/公司档案/工业富联公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L42","QUANTITATIVE_OR_OPERATION_DETAIL","机器人收入：未单列；年报、订单、调研纪要补","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/工业富联公司信息梳理.md","31315cb4c32fdc63d49271cc2dfd5f6700f013877ab5b51d7f1b05a0a3549c73","b7b335f9ffc39afa483aa4c97d476cf75919c59d3bf6879702d78d98573a3579"
| "N071-EV-0725","COMPANY-e7fa34fde7098faaf4709d21","工业富联","工业富联公司信息梳理","source-root://industry_research_current/公司档案/工业富联公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L43","EXPLICIT_HIGH_VALUE_GAP","业务模式：EMS / 模组 / 系统集成需区分；需明确合作层级","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/工业富联公司信息梳理.md","31315cb4c32fdc63d49271cc2dfd5f6700f013877ab5b51d7f1b05a0a3549c73","45f7d83f69ccfb27d10d82000277ec8b3bbc3f924c5ca943444687a347f37d0a"
| "N071-EV-0726","COMPANY-eec6cf1e2c19228f1546bd8a","广东鸿图","广东鸿图公司信息梳理","source-root://industry_research_current/公司档案/广东鸿图公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L8","CHAIN_POSITION_DETAIL","广东鸿图在机器人链条中更适合放在“压铸 / 结构件 / 轻量化制造”环节，而不是核心运动控制或执行器环节。它的机器人机会来自本体结构件轻量化和汽车压铸能力迁移。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/广东鸿图公司信息梳理.md","7e417cb8706d91eda07334530c9e10845a23add42fb5f62e6dec063abeb5a0f5","2dc6b8dbfbac675399097eed1a53bfce17ac238c32a782de3310299406071886"
| "N071-EV-0727","COMPANY-eec6cf1e2c19228f1546bd8a","广东鸿图","广东鸿图公司信息梳理","source-root://industry_research_current/公司档案/广东鸿图公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L27","PRODUCT_OR_CAPABILITY_DETAIL","压铸结构件：机器人机身、关节外壳、承力结构；产业链线索；适合轻量化结构件映射","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/广东鸿图公司信息梳理.md","7e417cb8706d91eda07334530c9e10845a23add42fb5f62e6dec063abeb5a0f5","070aafff2900bcd0287cc651b17fbc57e2153b5c5def2af047d0230663af74c7"
| "N071-EV-0728","COMPANY-eec6cf1e2c19228f1546bd8a","广东鸿图","广东鸿图公司信息梳理","source-root://industry_research_current/公司档案/广东鸿图公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L35","CUSTOMER_OR_COMMERCIAL_DETAIL","小鹏机器人：产业链候选 / 线索；研报和公开资料讨论；需确认具体供货关系","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/广东鸿图公司信息梳理.md","7e417cb8706d91eda07334530c9e10845a23add42fb5f62e6dec063abeb5a0f5","02bf7b7eb73f4252f4092051a2715448b63c50d601fa57ff9ad8a6a1f3183100"
| "N071-EV-0729","COMPANY-eec6cf1e2c19228f1546bd8a","广东鸿图","广东鸿图公司信息梳理","source-root://industry_research_current/公司档案/广东鸿图公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L42","QUANTITATIVE_OR_OPERATION_DETAIL","机器人收入：未单列；年报、调研纪要补","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/广东鸿图公司信息梳理.md","7e417cb8706d91eda07334530c9e10845a23add42fb5f62e6dec063abeb5a0f5","9a23ea57dcdaf137e7614e9bcf6a106caaf4b9647df88c09a1c21713dd51a66b"
| "N071-EV-0730","COMPANY-eec6cf1e2c19228f1546bd8a","广东鸿图","广东鸿图公司信息梳理","source-root://industry_research_current/公司档案/广东鸿图公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L44","EXPLICIT_HIGH_VALUE_GAP","毛利率：可参考压铸件业务；需机器人产品验证","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/广东鸿图公司信息梳理.md","7e417cb8706d91eda07334530c9e10845a23add42fb5f62e6dec063abeb5a0f5","247525d811f5c6a0cc6f62eef13e68582aae72896392de0703b49eb275a3dede"
| "N071-EV-0731","COMPANY-11d85efff0837c66cce1aa7b","广和通","广和通公司信息梳理","source-root://industry_research_current/公司档案/广和通公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L19","CHAIN_POSITION_DETAIL","商业阶段：通信 C4；具身平台 C2-C3","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/广和通公司信息梳理.md","3910c1a807c850a902fceedbfc25583e62f6c786b6b9978afd4d630bcf944bc2","f071831941b9d2331757ca8878dd1414a1e51f37293a5e04ba004287740c5a67"
| "N071-EV-0732","COMPANY-11d85efff0837c66cce1aa7b","广和通","广和通公司信息梳理","source-root://industry_research_current/公司档案/广和通公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L29","PRODUCT_OR_CAPABILITY_DETAIL","Fibot：桌面双臂具身开发平台，支持数据采集、微调和端侧 VLA；升级送样/开发者导入；价格、订单、客户和收入","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/广和通公司信息梳理.md","3910c1a807c850a902fceedbfc25583e62f6c786b6b9978afd4d630bcf944bc2","72f9230b6343697065243f5752cbf4eb936e43e0d720f46bb18a85ca4f07b44d"
| "N071-EV-0733","COMPANY-11d85efff0837c66cce1aa7b","广和通","广和通公司信息梳理","source-root://industry_research_current/公司档案/广和通公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L51","CUSTOMER_OR_COMMERCIAL_DETAIL","公开线索包括 Bumi Lite 使用 LTE 连接、Fibot 送样和开发者生态。终端客户、项目金额、装机量和复购待补。","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/广和通公司信息梳理.md","3910c1a807c850a902fceedbfc25583e62f6c786b6b9978afd4d630bcf944bc2","ee315388b63bcb0d561ab3b8e348bad19a63555fdbfb4af0c8772854a6ae721f"
| "N071-EV-0734","COMPANY-11d85efff0837c66cce1aa7b","广和通","广和通公司信息梳理","source-root://industry_research_current/公司档案/广和通公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L38","QUANTITATIVE_OR_OPERATION_DETAIL","营业收入：69.88 亿元","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/广和通公司信息梳理.md","3910c1a807c850a902fceedbfc25583e62f6c786b6b9978afd4d630bcf944bc2","3a6d02961fd451528210dabc3350e25cb908cc1c75e0ecd6f0b6b15fc74480e2"
| "N071-EV-0735","COMPANY-11d85efff0837c66cce1aa7b","广和通","广和通公司信息梳理","source-root://industry_research_current/公司档案/广和通公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L77","EXPLICIT_HIGH_VALUE_GAP","P0：机器人收入、Fibot/域控制器客户、订单、出货和 ASP；P1：功耗、端侧延迟、毛利、供应芯片、产能、交付和海外渠道转化。","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/广和通公司信息梳理.md","3910c1a807c850a902fceedbfc25583e62f6c786b6b9978afd4d630bcf944bc2","800b01b423df64e764ba7d8afc76984e53b6ca91090871fce74690a342ab1f1a"
| "N071-EV-0736","COMPANY-c2cbf4f3d7e8d41f0a931f65","国盛动力","国盛动力公司信息梳理","source-root://industry_research_current/公司档案/国盛动力公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L16","CHAIN_POSITION_DETAIL","公司：深圳市国盛动力科技有限公司，2024 年成立，非上市","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/国盛动力公司信息梳理.md","d38c31d0f8d81092c848341f8bf4da283e893fc737a1a86433ce37ebfcfca873","ba29c3b4b2d0932000f839d00d372f507864061eedae391a1e23b09d8cfb86d5"
| "N071-EV-0737","COMPANY-c2cbf4f3d7e8d41f0a931f65","国盛动力","国盛动力公司信息梳理","source-root://industry_research_current/公司档案/国盛动力公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L29","PRODUCT_OR_CAPABILITY_DETAIL","TGS：人形、四足，高动态轻量摆线；产品发布；回差、效率、寿命、客户","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/国盛动力公司信息梳理.md","d38c31d0f8d81092c848341f8bf4da283e893fc737a1a86433ce37ebfcfca873","1c31f49dc136fb5e547fc531a6b6756a89c97e6be6c2c2fb2e8fa230d882d946"
| "N071-EV-0738","COMPANY-c2cbf4f3d7e8d41f0a931f65","国盛动力","国盛动力公司信息梳理","source-root://industry_research_current/公司档案/国盛动力公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L44","CUSTOMER_OR_COMMERCIAL_DETAIL","官网可确认目标市场和产品系列，尚缺本体厂客户、送样、定点、小批和批量证据。","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/国盛动力公司信息梳理.md","d38c31d0f8d81092c848341f8bf4da283e893fc737a1a86433ce37ebfcfca873","687ce624f0576add5cf0959c7abca2f97943ea33e6240e8c80b8d9662b73d029"
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| "N071-EV-0740","COMPANY-c2cbf4f3d7e8d41f0a931f65","国盛动力","国盛动力公司信息梳理","source-root://industry_research_current/公司档案/国盛动力公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L69","EXPLICIT_HIGH_VALUE_GAP","P0：客户、送样/定点、订单、产量、ASP 和收入；P1：回差、效率、寿命、反驱、噪声、热衰减、良率和产能利用率。","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/国盛动力公司信息梳理.md","d38c31d0f8d81092c848341f8bf4da283e893fc737a1a86433ce37ebfcfca873","d06e4beab7426d513b3ecd9e042626c616210d79b971dbeb6498ebe6fd0c133a"
| "N071-EV-0741","COMPANY-738a9359700bb57ae85c27e9","海晨股份","海晨股份公司信息梳理","source-root://industry_research_current/公司档案/海晨股份公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L8","CHAIN_POSITION_DETAIL","海晨股份出现在机器人链条中时，更可能对应供应链物流、仓储与制造交付服务，而不是机器人单机硬件 BOM。若与乐聚等本体商存在关联，应先归入“供应链服务 / 物流协同”。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/海晨股份公司信息梳理.md","c3f32c29e5675353ffb993f218980982ce553841ca34da42eecc688d95fe854e","9ade1de54db3b6729349ff6c0ce846c9d2701a794a71fae69aa50c4ec82e63f8"
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| "N071-EV-0743","COMPANY-738a9359700bb57ae85c27e9","海晨股份","海晨股份公司信息梳理","source-root://industry_research_current/公司档案/海晨股份公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L41","CUSTOMER_OR_COMMERCIAL_DETAIL","机器人客户收入：未单列；年报客户和调研纪要","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/海晨股份公司信息梳理.md","c3f32c29e5675353ffb993f218980982ce553841ca34da42eecc688d95fe854e","78c5f3060242cd7e8231a46b89c88899240cd731e91aed418efc917e876910f1"
| "N071-EV-0744","COMPANY-738a9359700bb57ae85c27e9","海晨股份","海晨股份公司信息梳理","source-root://industry_research_current/公司档案/海晨股份公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L15","QUANTITATIVE_OR_OPERATION_DETAIL","股票代码：300873.SZ","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/海晨股份公司信息梳理.md","c3f32c29e5675353ffb993f218980982ce553841ca34da42eecc688d95fe854e","61c0a6b578d712777effcabe7ec2a904e9a6a7aff9280b36a3e38f46746fea5f"
| "N071-EV-0745","COMPANY-738a9359700bb57ae85c27e9","海晨股份","海晨股份公司信息梳理","source-root://industry_research_current/公司档案/海晨股份公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L42","EXPLICIT_HIGH_VALUE_GAP","合作类型：未确认；物流、仓储、供应链管理需拆分","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/海晨股份公司信息梳理.md","c3f32c29e5675353ffb993f218980982ce553841ca34da42eecc688d95fe854e","1b6cc4961419d75e4f578593e84c6895b9a751fe094eac06ec5f5e9db2c33842"
| "N071-EV-0746","COMPANY-ec37b76b5104203bfd677c6b","汉宇集团-同川科技","汉宇集团-同川科技公司信息梳理","source-root://industry_research_current/公司档案/汉宇集团-同川科技公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L15","CHAIN_POSITION_DETAIL","产业链话语权：同川比单一减速器厂商更靠近关节模组，具备材料、齿形、减速器、电机电控、传感器和工艺装备协同能力；但在谐波减速器环节仍需与哈默纳科、绿的谐波、来福谐波等比较份额、寿命和价格，在人形关节环节需要客户侧定点和复购证明话语权。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/汉宇集团-同川科技公司信息梳理.md","3560afa04e0eb93a48652feebf944087f165ee1f6d7ead1c22fe3cc85404f10c","57f2af28931767949d305a56ec66852a7b36e132a93e7063ce7cec625d797c90"
| "N071-EV-0747","COMPANY-ec37b76b5104203bfd677c6b","汉宇集团-同川科技","汉宇集团-同川科技公司信息梳理","source-root://industry_research_current/公司档案/汉宇集团-同川科技公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L46","PRODUCT_OR_CAPABILITY_DETAIL","HRA / SRA 高性能旋转执行器：高精度、高动态机器人关节；高集成旋转执行方案；产品销售阶段；B；关键性能和量产客户","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/汉宇集团-同川科技公司信息梳理.md","3560afa04e0eb93a48652feebf944087f165ee1f6d7ead1c22fe3cc85404f10c","3bd8740b16f9be8d010eadd0f54caf834f0248f6f121fedc435081f0465e8ce9"
| "N071-EV-0748","COMPANY-ec37b76b5104203bfd677c6b","汉宇集团-同川科技","汉宇集团-同川科技公司信息梳理","source-root://industry_research_current/公司档案/汉宇集团-同川科技公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L81","CUSTOMER_OR_COMMERCIAL_DETAIL","汉宇集团：厂房和设备租赁、股权协同；关联交易/参股协同；A；不等于汉宇向同川导入机器人客户","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/汉宇集团-同川科技公司信息梳理.md","3560afa04e0eb93a48652feebf944087f165ee1f6d7ead1c22fe3cc85404f10c","b01439cb5e453748374f037a1d603153a940485e0828bd2e0a54da1fe5dc0f75"
| "N071-EV-0749","COMPANY-ec37b76b5104203bfd677c6b","汉宇集团-同川科技","汉宇集团-同川科技公司信息梳理","source-root://industry_research_current/公司档案/汉宇集团-同川科技公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L56","QUANTITATIVE_OR_OPERATION_DETAIL","汉宇集团收入：11.74 亿元，同比增长 2.96%；2025 年；A；上市公司整体，不等同机器人收入","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/汉宇集团-同川科技公司信息梳理.md","3560afa04e0eb93a48652feebf944087f165ee1f6d7ead1c22fe3cc85404f10c","2f3f8212ce8df4a7167c17f227af165a326064b09ffc92903dfc0e772f43162d"
| "N071-EV-0750","COMPANY-ec37b76b5104203bfd677c6b","汉宇集团-同川科技","汉宇集团-同川科技公司信息梳理","source-root://industry_research_current/公司档案/汉宇集团-同川科技公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L143","EXPLICIT_HIGH_VALUE_GAP","P1：汉宇对同川的权益法投资收益、后续增持/稀释和治理安排如何？；年报附注、股权变动公告、工商资料","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/汉宇集团-同川科技公司信息梳理.md","3560afa04e0eb93a48652feebf944087f165ee1f6d7ead1c22fe3cc85404f10c","3c88b20fda266c021e0cb20381b706983374dd387b7bb870fbfbf5432dd447a0"
| "N071-EV-0751","COMPANY-18e58c54b73ad4eb2191ec15","恒帅股份","恒帅股份公司信息梳理","source-root://industry_research_current/公司档案/恒帅股份公司信息梳理.md","2026-07-23","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L20","CHAIN_POSITION_DETAIL","主营方向：汽车微电机、清洗系统、流体技术产品及相关汽车零部件","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/恒帅股份公司信息梳理.md","7950fb9b056f8484f81c708870ecb27936d5e026a5817524b2a1a8364f786b19","6565c268f005ec8498b41b62853ed7aacbf11e9779666723442bca8189ca0231"
| "N071-EV-0752","COMPANY-18e58c54b73ad4eb2191ec15","恒帅股份","恒帅股份公司信息梳理","source-root://industry_research_current/公司档案/恒帅股份公司信息梳理.md","2026-07-23","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L36","PRODUCT_OR_CAPABILITY_DETAIL","微型电机：灵巧手手指驱动、微型执行机构；产业线索称进入硬模/订单阶段；D 级线索，未获公司或客户确认","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/恒帅股份公司信息梳理.md","7950fb9b056f8484f81c708870ecb27936d5e026a5817524b2a1a8364f786b19","6bdf086d8b11d84489062381104d6a1862ea935f3baf86f73274a23566c5861a"
| "N071-EV-0753","COMPANY-18e58c54b73ad4eb2191ec15","恒帅股份","恒帅股份公司信息梳理","source-root://industry_research_current/公司档案/恒帅股份公司信息梳理.md","2026-07-23","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L73","CUSTOMER_OR_COMMERCIAL_DETAIL","汽车客户：微电机、流体/清洗系统；成熟量产；公司基本盘","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/恒帅股份公司信息梳理.md","7950fb9b056f8484f81c708870ecb27936d5e026a5817524b2a1a8364f786b19","76d0b7cd2cd09223efa0f562f2cbd17c8d69878908d2fef52dc95bd4d09855ba"
| "N071-EV-0754","COMPANY-18e58c54b73ad4eb2191ec15","恒帅股份","恒帅股份公司信息梳理","source-root://industry_research_current/公司档案/恒帅股份公司信息梳理.md","2026-07-23","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L47","QUANTITATIVE_OR_OPERATION_DETAIL","营业收入：9.47 亿元；-1.55%；公司 2025 年年度报告摘要","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/恒帅股份公司信息梳理.md","7950fb9b056f8484f81c708870ecb27936d5e026a5817524b2a1a8364f786b19","71ca32a8ccd6ad53a8723fcc58253352ffedfae5a7bdc6a72f5f45e0fd53b1e0"
| "N071-EV-0755","COMPANY-18e58c54b73ad4eb2191ec15","恒帅股份","恒帅股份公司信息梳理","source-root://industry_research_current/公司档案/恒帅股份公司信息梳理.md","2026-07-23","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L116","EXPLICIT_HIGH_VALUE_GAP","1. 谐波磁场电机通过技术验证的客户是谁，对应直线、旋转还是灵巧手电机，是否形成收入？","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/恒帅股份公司信息梳理.md","7950fb9b056f8484f81c708870ecb27936d5e026a5817524b2a1a8364f786b19","9f8b23b3e0eb3db766b16e4cac5939001eb89526c82f6ce87f835c6b710f446d"
| "N071-EV-0756","COMPANY-e245b7d1f4a109cc1f064303","华威科","华威科公司信息梳理","source-root://industry_research_current/公司档案/华威科公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L22","CHAIN_POSITION_DETAIL","位于触觉材料、柔性传感器、电子皮肤和数据采集环节。IDM 式能力若覆盖装备、传感片、封装和数据，可提高量产一致性和客户粘性。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/华威科公司信息梳理.md","4ec741bb9b1f4bc17019d5b18df76c56d4da7798df88ca1ee44625b2acbf5bdb","9c1bb482d7ee904a611d0a437e50aae0b26c82bf8e1ca23468237f65cd736de9"
| "N071-EV-0757","COMPANY-e245b7d1f4a109cc1f064303","华威科","华威科公司信息梳理","source-root://industry_research_current/公司档案/华威科公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L31","PRODUCT_OR_CAPABILITY_DETAIL","车规触觉产品：座椅和人体状态监测；百万片级应用口径；汽车/机器人收入拆分","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/华威科公司信息梳理.md","4ec741bb9b1f4bc17019d5b18df76c56d4da7798df88ca1ee44625b2acbf5bdb","456601791a3d46cc52a5d360bd4d0335686d78e08ff1ddb5b0639e2196b66441"
| "N071-EV-0758","COMPANY-e245b7d1f4a109cc1f064303","华威科","华威科公司信息梳理","source-root://industry_research_current/公司档案/华威科公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L43","CUSTOMER_OR_COMMERCIAL_DETAIL","公司/媒体称服务覆盖业内 85% 以上企业、累计装配灵巧手 1.8 万台；客户未充分具名，不能全部视为批量复购。慕思投资验证其消费/家居应用协同，不等于机器人订单。","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/华威科公司信息梳理.md","4ec741bb9b1f4bc17019d5b18df76c56d4da7798df88ca1ee44625b2acbf5bdb","183df1e514bf0da4c1b00f6ba0605f55eae9500045fde56cc05da27756860ee2"
| "N071-EV-0759","COMPANY-e245b7d1f4a109cc1f064303","华威科","华威科公司信息梳理","source-root://industry_research_current/公司档案/华威科公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L39","QUANTITATIVE_OR_OPERATION_DETAIL","政府报道：2025 年 6 月葛店基地 200 万片车规级产能达产；2025 年机器人灵巧手配套约 1 万套、皮肤十几万片；2026 年规划年产 1000 万片基地。以上需与公司产销和利用率交叉验证。","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/华威科公司信息梳理.md","4ec741bb9b1f4bc17019d5b18df76c56d4da7798df88ca1ee44625b2acbf5bdb","1821a05a5a8e067dfa1bbd91193af76847da7c994baec916813fd6cc5c5343e1"
| "N071-EV-0760","COMPANY-e245b7d1f4a109cc1f064303","华威科","华威科公司信息梳理","source-root://industry_research_current/公司档案/华威科公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L47","EXPLICIT_HIGH_VALUE_GAP","单片、单手和面积 ASP 未披露；寿命、弯折、磨损、漂移、校准和替换周期是 P0 缺口。","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/华威科公司信息梳理.md","4ec741bb9b1f4bc17019d5b18df76c56d4da7798df88ca1ee44625b2acbf5bdb","123f241ba59d37fcf14242c8f1e01a8f297ee4d74e1d50dde97e63924898ecf5"
| "N071-EV-0761","COMPANY-e7492db0964923040dfae68b","极佳视界","极佳视界公司信息梳理","source-root://industry_research_current/公司档案/极佳视界公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L23","CHAIN_POSITION_DETAIL","位于家庭机器人本体、具身模型、任务编排和家庭运营层。壁垒不是单次家务演示，而是跨家庭泛化、安全、维护和用户留存。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/极佳视界公司信息梳理.md","5f31ea6acd5edea3a121b77ca1c06e9227e39f70659d0e8ffb4b666d0777893b","f90f905f29f2f9877a989aef6e463a93c64f6c59dadbaf9ae531dcd8141928b5"
| "N071-EV-0762","COMPANY-e7492db0964923040dfae68b","极佳视界","极佳视界公司信息梳理","source-root://industry_research_current/公司档案/极佳视界公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L29","PRODUCT_OR_CAPABILITY_DETAIL","拾光 S1：轮式约 1.6m，夹爪操作；热食、洗碗、洗衣叠衣、整理；公寓实景体验；自主率、成功率、接管和售价","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/极佳视界公司信息梳理.md","5f31ea6acd5edea3a121b77ca1c06e9227e39f70659d0e8ffb4b666d0777893b","f91efa7406545825dc1e1504c8e720fcad3d90bfd741e7f78bbe005493a10730"
| "N071-EV-0763","COMPANY-e7492db0964923040dfae68b","极佳视界","极佳视界公司信息梳理","source-root://industry_research_current/公司档案/极佳视界公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L45","CUSTOMER_OR_COMMERCIAL_DETAIL","湖北科投：百台合作/订单公开线索；需合同、交付和验收","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/极佳视界公司信息梳理.md","5f31ea6acd5edea3a121b77ca1c06e9227e39f70659d0e8ffb4b666d0777893b","a9254494461ac5b4f0b087f228a9c3dc06f288261d82ee298a6f690359003928"
| "N071-EV-0764","COMPANY-e7492db0964923040dfae68b","极佳视界","极佳视界公司信息梳理","source-root://industry_research_current/公司档案/极佳视界公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L55","QUANTITATIVE_OR_OPERATION_DETAIL","成本包括双臂/底盘、视觉/力觉、算力、电池、模型训练、家庭数据、远程接管、上门安装和售后。家庭场景售后密度可能高于工业客户。","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/极佳视界公司信息梳理.md","5f31ea6acd5edea3a121b77ca1c06e9227e39f70659d0e8ffb4b666d0777893b","62f994faee79be2fabb0632269f23ec558be9703c4181f89e608d12edbc9213c"
| "N071-EV-0765","COMPANY-e7492db0964923040dfae68b","极佳视界","极佳视界公司信息梳理","source-root://industry_research_current/公司档案/极佳视界公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L73","EXPLICIT_HIGH_VALUE_GAP","P0：主体关系、百台合同/交付/回款、售价、家庭任务 KPI 和自主率；P1：产能、良率、寿命、售后、退货、用户留存、S2 排产和收入。","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/极佳视界公司信息梳理.md","5f31ea6acd5edea3a121b77ca1c06e9227e39f70659d0e8ffb4b666d0777893b","f2d0374aefd05afaa83bafc20da20bd1ca9fe24bbfff7e07d1fe3579e8e4b6a9"
| "N071-EV-0766","COMPANY-ee3fe8ea6cd3d1cffd0ccbba","极智嘉","极智嘉公司信息梳理","source-root://industry_research_current/公司档案/极智嘉公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L9","CHAIN_POSITION_DETAIL","极智嘉是成熟仓储 AMR 公司向具身操作延伸的代表。Gino 1 的优势是可继承全球仓储客户、调度系统和海量 SKU 数据；当前硬证据最强的是无人拣选工作站在施耐德电气上海物流中心通过验收，不应误写为 Gino 1 已验收或批量。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/极智嘉公司信息梳理.md","8e9c101bd47e9e36e33238ecef78638926faeeb46a416726dc6eb215a0df2c8c","7e1e69baac2022ad599bb0b914fc2df4ce58ba758c9cb801618b106aab2183f6"
| "N071-EV-0767","COMPANY-ee3fe8ea6cd3d1cffd0ccbba","极智嘉","极智嘉公司信息梳理","source-root://industry_research_current/公司档案/极智嘉公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L29","PRODUCT_OR_CAPABILITY_DETAIL","无人拣选工作站：百万级 SKU、本地安全部署；施耐德试点验收；机器人构成、节拍、ROI","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/极智嘉公司信息梳理.md","8e9c101bd47e9e36e33238ecef78638926faeeb46a416726dc6eb215a0df2c8c","b5ff08117369634cb56f42dd34eaa3397595e1408ff6aefa85898c4dac691e3d"
| "N071-EV-0768","COMPANY-ee3fe8ea6cd3d1cffd0ccbba","极智嘉","极智嘉公司信息梳理","source-root://industry_research_current/公司档案/极智嘉公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L42","CUSTOMER_OR_COMMERCIAL_DETAIL","施耐德电气上海物流中心已验收的是无人拣选工作站。其他全球仓储客户为存量业务资源，需逐个验证是否导入 Gino 1。","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/极智嘉公司信息梳理.md","8e9c101bd47e9e36e33238ecef78638926faeeb46a416726dc6eb215a0df2c8c","d7b50757a7524831c3fca57547894bfc7472893cb3685520c715985b8571c395"
| "N071-EV-0769","COMPANY-ee3fe8ea6cd3d1cffd0ccbba","极智嘉","极智嘉公司信息梳理","source-root://industry_research_current/公司档案/极智嘉公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L50","QUANTITATIVE_OR_OPERATION_DETAIL","成本集中在 AMR 底盘、双臂/末端、视觉、算力、软件和项目实施。已有仓储渠道、地图、调度和售后可降低获客与部署成本。","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/极智嘉公司信息梳理.md","8e9c101bd47e9e36e33238ecef78638926faeeb46a416726dc6eb215a0df2c8c","9a8be05d869a1c15ca43181027c003f0dc9019ea27915f3136f24d511e96327c"
| "N071-EV-0770","COMPANY-ee3fe8ea6cd3d1cffd0ccbba","极智嘉","极智嘉公司信息梳理","source-root://industry_research_current/公司档案/极智嘉公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L46","EXPLICIT_HIGH_VALUE_GAP","Gino 1 ASP、租赁费、寿命和质保未披露。官网称工作站可实现 1-2 年 ROI，这是公司方案口径，需客户侧成本与任务量复核。","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/极智嘉公司信息梳理.md","8e9c101bd47e9e36e33238ecef78638926faeeb46a416726dc6eb215a0df2c8c","46a5e184353dc5b3394633105e0581c175169e14898212e045af9ffae35f329a"
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| "N071-EV-0778","COMPANY-87cfd9138f4cc4253c3df15e","江波龙","江波龙公司信息梳理","source-root://industry_research_current/公司档案/江波龙公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L36","CUSTOMER_OR_COMMERCIAL_DETAIL","其他机器人厂商：潜在供应商；产品通用性；需逐家验证","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/江波龙公司信息梳理.md","f8af99ec4a7b5558df47bcb4ff261613c33f00ef88d1313e4c853245cd6d2539","479c4b5ccd058be9c196d1bbb4e959ba6dc0fc97720e61feee8462e3b2819e36"
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| "N071-EV-0780","COMPANY-87cfd9138f4cc4253c3df15e","江波龙","江波龙公司信息梳理","source-root://industry_research_current/公司档案/江波龙公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L44","EXPLICIT_HIGH_VALUE_GAP","毛利率：可用公司存储产品毛利率参考；需年报补数","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/江波龙公司信息梳理.md","f8af99ec4a7b5558df47bcb4ff261613c33f00ef88d1313e4c853245cd6d2539","49919246c6c9b54fbab7ceea5fc1aca5998cb35a93db464188d388cfc44a8a52"
| "N071-EV-0781","COMPANY-67f1c3be81fc99af951db682","巨蟹智能驱动","巨蟹智能驱动公司信息梳理","source-root://industry_research_current/公司档案/巨蟹智能驱动公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L10","CHAIN_POSITION_DETAIL","巨蟹智能驱动从谐波减速器向微型低压驱动、编码器、力传感和一体化关节集成，产品边界比单一减速器厂更宽。公司称核心部件已研制并量产，但缺型号级产销、客户、ASP 和寿命，现阶段应定为 C2-C3，而不是按成熟 Tier 1 估值。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/巨蟹智能驱动公司信息梳理.md","8d9fbded2387062f31f9d92377c136ff177075c49b1cb5e62bf596f89513fd7f","b461ae059424ef21ffbca27daac42a14d9ddef9fac631ce9f9f9a793b8293420"
| "N071-EV-0782","COMPANY-67f1c3be81fc99af951db682","巨蟹智能驱动","巨蟹智能驱动公司信息梳理","source-root://industry_research_current/公司档案/巨蟹智能驱动公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L29","PRODUCT_OR_CAPABILITY_DETAIL","谐波减速器：轻载精密旋转关节；公司称量产；型号、寿命、出货和客户","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/巨蟹智能驱动公司信息梳理.md","8d9fbded2387062f31f9d92377c136ff177075c49b1cb5e62bf596f89513fd7f","d022efaf1add0d2d32eed0110ddb61dbdf8d59511687639cae58b8070642fc9a"
| "N071-EV-0783","COMPANY-67f1c3be81fc99af951db682","巨蟹智能驱动","巨蟹智能驱动公司信息梳理","source-root://industry_research_current/公司档案/巨蟹智能驱动公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L44","CUSTOMER_OR_COMMERCIAL_DETAIL","官网与展会资料可确认产品矩阵，具体本体厂、送样/定点、供货数量和份额待回源。","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/巨蟹智能驱动公司信息梳理.md","8d9fbded2387062f31f9d92377c136ff177075c49b1cb5e62bf596f89513fd7f","51d4138fbd23e488539d54dbe158eec131a80ab072a78a6c58eac6044675103f"
| "N071-EV-0784","COMPANY-67f1c3be81fc99af951db682","巨蟹智能驱动","巨蟹智能驱动公司信息梳理","source-root://industry_research_current/公司档案/巨蟹智能驱动公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L52","QUANTITATIVE_OR_OPERATION_DETAIL","成本集中在柔轮/刚轮、电机、芯片、磁编码、力敏元件、轴承、装配和测试。集成可提升价值量，但良率和售后风险也集中到模组厂。","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/巨蟹智能驱动公司信息梳理.md","8d9fbded2387062f31f9d92377c136ff177075c49b1cb5e62bf596f89513fd7f","a313ed3d78bf99c27fe7df656fb554c809c5ffd635d7d443fa01c9f9cebd3c9b"
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| "N071-EV-0801","COMPANY-22b8d90db45fef1b3f06de40","蓝黛科技","蓝黛科技公司信息梳理","source-root://industry_research_current/公司档案/蓝黛科技公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L8","CHAIN_POSITION_DETAIL","蓝黛科技在机器人链条中更适合归入“传动件 / 减速器相关零部件 / 精密制造候选”。其价值取决于是否进入人形机器人关节传动链，而不是简单因为具备汽车传动经验就认定为核心供应商。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/蓝黛科技公司信息梳理.md","7d0128757d7830c6e771e583afbf13e32ca17631b08b02ab3ae1fc724333575c","f52b40b87285a016a83915fc5c15d3101bbaeaee056ed552d8eafda8bd0645a8"
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| "N071-EV-0806","COMPANY-d3aee9990c0a9e2fd30a01c6","蓝点触控","蓝点触控公司信息梳理","source-root://industry_research_current/公司档案/蓝点触控公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L10","CHAIN_POSITION_DETAIL","蓝点触控是国内人形机器人六维力与关节力矩传感器产业化证据较强的非上市厂商。2025 年六维力出货过万套、关节力矩超过 10 万套以及 70%+份额均来自公司、GGII 或媒体转述，方向上显示其已过样品阶段，但仍需审计财务和客户采购量校验。其话语权来自精度、抗过载、响应频率与批量一致性共同形成的量产壁垒。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/蓝点触控公司信息梳理.md","9b68c32f08518b71547187fbaa6cb3c67cd5aa0deff4830a6b65d5e2a707db82","a3093f02a747da2acc3db6a17034c0aa505ec02e38a042abd5d8eceb31c74dea"
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| "N071-EV-0810","COMPANY-d3aee9990c0a9e2fd30a01c6","蓝点触控","蓝点触控公司信息梳理","source-root://industry_research_current/公司档案/蓝点触控公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L72","EXPLICIT_HIGH_VALUE_GAP","P0：审计收入利润、分型号出货、客户采购量/份额、ASP、良率和产能利用率；P1：寿命、漂移、标定效率、应变片来源、供货周期和售后。","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/蓝点触控公司信息梳理.md","9b68c32f08518b71547187fbaa6cb3c67cd5aa0deff4830a6b65d5e2a707db82","5b4f1c17f1817330bbc9b0044fef73364062152b9ccc1c4d7c28d56c6d6064d0"
| "N071-EV-0811","COMPANY-981090b355184106742260ea","蓝思科技","蓝思科技公司信息梳理","source-root://industry_research_current/公司档案/蓝思科技公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L8","CHAIN_POSITION_DETAIL","蓝思科技适合放在机器人“精密结构件 / 外观件 / 制造服务”环节跟踪。它不是执行器核心零部件公司，但其消费电子精密制造能力可迁移到机器人外观件、结构件和部分模组。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/蓝思科技公司信息梳理.md","8537e3b440fed31f8ed5db54bc83bd84192f0cc49ab524ae18d21e0bf18551cc","79be2428dfb769e491c3cf4e92a35a8d8ec25e98243d72057a5e503f4a245aa2"
| "N071-EV-0812","COMPANY-981090b355184106742260ea","蓝思科技","蓝思科技公司信息梳理","source-root://industry_research_current/公司档案/蓝思科技公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L27","PRODUCT_OR_CAPABILITY_DETAIL","精密结构件：机身、外壳、内部支撑件；产业链线索；适合人形机器人量产制造","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/蓝思科技公司信息梳理.md","8537e3b440fed31f8ed5db54bc83bd84192f0cc49ab524ae18d21e0bf18551cc","fe038e8571fed3a12062faa78bd4c3fdff9ca882cb85ce5307e4aeeda778522d"
| "N071-EV-0813","COMPANY-981090b355184106742260ea","蓝思科技","蓝思科技公司信息梳理","source-root://industry_research_current/公司档案/蓝思科技公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L35","CUSTOMER_OR_COMMERCIAL_DETAIL","智元机器人：产业链候选 / 合作线索；研报和公开资料讨论；需确认具体产品","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/蓝思科技公司信息梳理.md","8537e3b440fed31f8ed5db54bc83bd84192f0cc49ab524ae18d21e0bf18551cc","7d0e0aca8905d88a9bf13eb3466e436edbfdff0644ddbea449b7a3c5da50aee8"
| "N071-EV-0814","COMPANY-981090b355184106742260ea","蓝思科技","蓝思科技公司信息梳理","source-root://industry_research_current/公司档案/蓝思科技公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L42","QUANTITATIVE_OR_OPERATION_DETAIL","机器人收入：未单列；年报、调研纪要补充","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/蓝思科技公司信息梳理.md","8537e3b440fed31f8ed5db54bc83bd84192f0cc49ab524ae18d21e0bf18551cc","e333fa842495766281f5045f85f0881d26180f4705a33adc8846f98f570ba4f6"
| "N071-EV-0815","COMPANY-981090b355184106742260ea","蓝思科技","蓝思科技公司信息梳理","source-root://industry_research_current/公司档案/蓝思科技公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L44","EXPLICIT_HIGH_VALUE_GAP","毛利率：可参考精密制造业务；需区分机器人与消费电子","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/蓝思科技公司信息梳理.md","8537e3b440fed31f8ed5db54bc83bd84192f0cc49ab524ae18d21e0bf18551cc","cd4572618791fac6241994fa11023556b313cdfcaf361ae401f176900d93d60b"
| "N071-EV-0816","COMPANY-39b80028fe3cf0d1af2ef8d8","朗尚传感","朗尚传感公司信息梳理","source-root://industry_research_current/公司档案/朗尚传感公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L18","CHAIN_POSITION_DETAIL","位置：本体姿态、导航、里程计和环境距离感知","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/朗尚传感公司信息梳理.md","e3e7bed0e3c5e348f2f7b6bfb49b0308789f88766a6c61da504b21ca51dc4acd","67023b5d4cc3a9d195b21f1117b5d8afb0b6ad76d3d893ef3ee9a71060107e79"
| "N071-EV-0817","COMPANY-39b80028fe3cf0d1af2ef8d8","朗尚传感","朗尚传感公司信息梳理","source-root://industry_research_current/公司档案/朗尚传感公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L29","PRODUCT_OR_CAPABILITY_DETAIL","IMU/惯性产品：姿态、导航和运动状态；多行业销售；人形型号、精度和客户","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/朗尚传感公司信息梳理.md","e3e7bed0e3c5e348f2f7b6bfb49b0308789f88766a6c61da504b21ca51dc4acd","8b7a4ae7511d6307e785bd9b500236522ddee74729851ce89c92020f8a4f35b4"
| "N071-EV-0818","COMPANY-39b80028fe3cf0d1af2ef8d8","朗尚传感","朗尚传感公司信息梳理","source-root://industry_research_current/公司档案/朗尚传感公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L43","CUSTOMER_OR_COMMERCIAL_DETAIL","公司公开覆盖无人驾驶、机器人、无人机等领域，具体人形/移动机器人客户、型号和供货量待补。","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/朗尚传感公司信息梳理.md","e3e7bed0e3c5e348f2f7b6bfb49b0308789f88766a6c61da504b21ca51dc4acd","7303487e63ce01ebbff7c573cc11a70306b9201a35c4ee9b30378e77a636dc34"
| "N071-EV-0819","COMPANY-39b80028fe3cf0d1af2ef8d8","朗尚传感","朗尚传感公司信息梳理","source-root://industry_research_current/公司档案/朗尚传感公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L51","QUANTITATIVE_OR_OPERATION_DETAIL","成本集中在 MEMS/光电器件、模拟前端、MCU、封装、标定、算法和测试。规模与自动标定影响成本。","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/朗尚传感公司信息梳理.md","e3e7bed0e3c5e348f2f7b6bfb49b0308789f88766a6c61da504b21ca51dc4acd","c2ef854ea0bb82b445f7338ef39f6103ad07236c7a04a6f936c162611aace4cb"
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| "N071-EV-0821","COMPANY-f54302f008c1718c80ee96de","力准传感","力准传感公司信息梳理","source-root://industry_research_current/公司档案/力准传感公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L19","CHAIN_POSITION_DETAIL","商业阶段：工业传感 C4；人形 C1-C2","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/力准传感公司信息梳理.md","6e25ed5dd4f0723d834068f079a3afc895d2f144fc418e5c890b7699bbcb1bc5","590cda11c0ec3d4d5e64a282b435dd198fd179a4a85d652f41ce8cadf2f70605"
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| "N071-EV-0831","COMPANY-cb1041ddf6123c373039522c","灵初智能","灵初智能公司信息梳理","source-root://industry_research_current/公司档案/灵初智能公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L10","CHAIN_POSITION_DETAIL","灵初智能以 Human Data、人类手部操作数据和 Psi 系列具身模型为核心，配套轮式机器人验证物流与新零售任务。其差异化是从人类数据预训练再迁移至机器人，而非依赖单一本体采数；公开称融资 20 亿元、10 万小时数据储备和物流规模验证，但数据定义、付费客户、模型装机与收入仍需穿透。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/灵初智能公司信息梳理.md","47f0c16713d34d7d9774110b7b1860617cb15809d38069a2eb0ca8c1ea31b358","e79488f5fa38b80caca6e5066dcc9c119b127eac730429cb5d772f770bd2e8f2"
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| "N071-EV-0905","COMPANY-4fe5d7f5bdddda5bc912e1a5","千觉机器人","千觉机器人公司信息梳理","source-root://industry_research_current/公司档案/千觉机器人公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L70","EXPLICIT_HIGH_VALUE_GAP","P0：产品价格、客户、出货、数据小时、任务提升和收入；P1：寿命、良率、产能、数据权属、跨本体泛化、模型收费和售后。","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/千觉机器人公司信息梳理.md","85d40790d3ddf13e66a75bde8f32b2ee23d832cb8db9a366f2a49ea2cd86f6a3","4c0bbb961bc78530b51434778417b042a51009ef4bce2fc7e8a55a67da58e12b"
| "N071-EV-0906","COMPANY-11ed80c2002ca24aad36a6a4","擎朗智能","擎朗智能公司信息梳理","source-root://industry_research_current/公司档案/擎朗智能公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L23","CHAIN_POSITION_DETAIL","位于商用服务机器人本体、调度、运营和售后层，并向人形操作扩展。场景网络和渠道比单一硬件参数更有话语权。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/擎朗智能公司信息梳理.md","260b90275fe4828eb07b603f4ce11285245ee6609d550bd2573b66da363b84af","f22dd436d0f461e5a89df4ae24050300b178978f7c3cbe5647a551265b2b6b0b"
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| "N071-EV-0909","COMPANY-11ed80c2002ca24aad36a6a4","擎朗智能","擎朗智能公司信息梳理","source-root://industry_research_current/公司档案/擎朗智能公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L39","QUANTITATIVE_OR_OPERATION_DETAIL","公开累计出货超过 10 万台为全部历史产品口径。年度销量、活跃设备、XMAN-R1 交付、产能和利用率待补。","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/擎朗智能公司信息梳理.md","260b90275fe4828eb07b603f4ce11285245ee6609d550bd2573b66da363b84af","16ff3f5fa0d48b120bd69b099530642864e1d8ca260718b117df28a3ab53ea7a"
| "N071-EV-0910","COMPANY-11ed80c2002ca24aad36a6a4","擎朗智能","擎朗智能公司信息梳理","source-root://industry_research_current/公司档案/擎朗智能公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L73","EXPLICIT_HIGH_VALUE_GAP","P0：年度销量、收入利润、海外占比、XMAN-R1 客户/交付/售价；P1：故障率、寿命、运维成本、软件收入、复购和项目 ROI。","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/擎朗智能公司信息梳理.md","260b90275fe4828eb07b603f4ce11285245ee6609d550bd2573b66da363b84af","584888ccd825c8ff2b170416c2972346d39c76277eafcafa4d3c8d362588675f"
| "N071-EV-0911","COMPANY-68832c88050b1477e171da72","擎天租-擎天智行","擎天租-擎天智行公司信息梳理","source-root://industry_research_current/公司档案/擎天租-擎天智行公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L23","CHAIN_POSITION_DETAIL","位于机器人下游渠道、租赁、运营、技能服务和资产管理层。平台不一定拥有全部设备，其话语权取决于订单流量、调度效率、服务标准、运维网络和数据，而不是本体制造能力。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/擎天租-擎天智行公司信息梳理.md","34960be21d01bb4e4cf7a4861ad03fac10ed34b3b0759e07fbae753950b5c9ff","26de59f929642ef4ad925a320ba46953e2bfb2976b3d737de296ea8449de9a9a"
| "N071-EV-0912","COMPANY-68832c88050b1477e171da72","擎天租-擎天智行","擎天租-擎天智行公司信息梳理","source-root://industry_research_current/公司档案/擎天租-擎天智行公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L29","PRODUCT_OR_CAPABILITY_DETAIL","擎天租平台：连接本体厂、租赁商、客户和内容创作者；官网及平台发布；撮合规模不等于收入","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/擎天租-擎天智行公司信息梳理.md","34960be21d01bb4e4cf7a4861ad03fac10ed34b3b0759e07fbae753950b5c9ff","3d7f7b31b10fd60aef69213f25e02a87d2d40da77571374925a6c204919147a8"
| "N071-EV-0913","COMPANY-68832c88050b1477e171da72","擎天租-擎天智行","擎天租-擎天智行公司信息梳理","source-root://industry_research_current/公司档案/擎天租-擎天智行公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L43","CUSTOMER_OR_COMMERCIAL_DETAIL","上游包括智元及其他本体厂，下游包括活动、餐饮、商超、企业和公共服务客户。2026 年目标连接 10 家以上本体厂、200 家金牌服务商、3000 名内容创作者、40 万客户，均是目标而非实际完成值。","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/擎天租-擎天智行公司信息梳理.md","34960be21d01bb4e4cf7a4861ad03fac10ed34b3b0759e07fbae753950b5c9ff","cbffde99eb480d2ea416b58fe60575f8c50fc61d33d375ac5370c56c45848332"
| "N071-EV-0914","COMPANY-68832c88050b1477e171da72","擎天租-擎天智行","擎天租-擎天智行公司信息梳理","source-root://industry_research_current/公司档案/擎天租-擎天智行公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L39","QUANTITATIVE_OR_OPERATION_DETAIL","平台不生产本体，应统计可调度设备、自有设备、实际出租设备、出租天数和利用率。公开报道曾称可调度设备超过 3000 台、覆盖 100 多城；需拆自有、合作及重复登记。","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/擎天租-擎天智行公司信息梳理.md","34960be21d01bb4e4cf7a4861ad03fac10ed34b3b0759e07fbae753950b5c9ff","ee4a2cb8a69ad04f285c088fdcb12fa8e63c02fe1c5a8578fbd368b8814c6dd8"
| "N071-EV-0915","COMPANY-68832c88050b1477e171da72","擎天租-擎天智行","擎天租-擎天智行公司信息梳理","source-root://industry_research_current/公司档案/擎天租-擎天智行公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L30","EXPLICIT_HIGH_VALUE_GAP","RaaS/技能包：技能销售与收益分成；官网开放合作；交易额和分成未披露","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/擎天租-擎天智行公司信息梳理.md","34960be21d01bb4e4cf7a4861ad03fac10ed34b3b0759e07fbae753950b5c9ff","a9adb8449bf0df7c5e34d6a693f99c354b7d1be4ad2226c1a77ca3c1e2a73bd5"
| "N071-EV-0916","COMPANY-5aacd10b5dbfa7b7e37306de","穹彻智能","穹彻智能公司信息梳理","source-root://industry_research_current/公司档案/穹彻智能公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L18","CHAIN_POSITION_DETAIL","定位：通用具身大脑、工具链、技能库和场景方案","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/穹彻智能公司信息梳理.md","e6368ffff8b09b0fd529f67f521d19abc911364e87cfab3d07d58bb99cc3dbd0","9133f24c08e9e7d10d7d0a56bda8c999ee5132ae2d728ec4d6441bcac958d963"
| "N071-EV-0917","COMPANY-5aacd10b5dbfa7b7e37306de","穹彻智能","穹彻智能公司信息梳理","source-root://industry_research_current/公司档案/穹彻智能公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L28","PRODUCT_OR_CAPABILITY_DETAIL","Noematrix Brain：通用机器人智能大脑；场景部署；模型参数、成功率、推理成本","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/穹彻智能公司信息梳理.md","e6368ffff8b09b0fd529f67f521d19abc911364e87cfab3d07d58bb99cc3dbd0","c26dd362dcfde4770841087d856f3b274d3c17a30d85535f798478b60cd26a1d"
| "N071-EV-0918","COMPANY-5aacd10b5dbfa7b7e37306de","穹彻智能","穹彻智能公司信息梳理","source-root://industry_research_current/公司档案/穹彻智能公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L43","CUSTOMER_OR_COMMERCIAL_DETAIL","漱玉平民沈阳实体门店是当前最强客户场景证据，机器人直接接入真实订单系统。药房约 3000 个 SKU 为场景复杂度口径，不等于已覆盖全部 SKU 的稳定成功率。","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/穹彻智能公司信息梳理.md","e6368ffff8b09b0fd529f67f521d19abc911364e87cfab3d07d58bb99cc3dbd0","5b81512788be71e37225cdaef8f9b8f43d888cf3b39d4040035bdf7fc1329172"
| "N071-EV-0919","COMPANY-5aacd10b5dbfa7b7e37306de","穹彻智能","穹彻智能公司信息梳理","source-root://industry_research_current/公司档案/穹彻智能公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L39","QUANTITATIVE_OR_OPERATION_DETAIL","软件业务不适用传统产能，应跟踪机器人部署数、GPU/训练资源、数据小时、日订单和工程交付人员。当前均未充分披露。","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/穹彻智能公司信息梳理.md","e6368ffff8b09b0fd529f67f521d19abc911364e87cfab3d07d58bb99cc3dbd0","5cce08f324fb51fd8610d1257ccb4ba6a319ed0bff583b352c3b89d053a56f48"
| "N071-EV-0920","COMPANY-5aacd10b5dbfa7b7e37306de","穹彻智能","穹彻智能公司信息梳理","source-root://industry_research_current/公司档案/穹彻智能公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L69","EXPLICIT_HIGH_VALUE_GAP","P0：门店数、日订单、成功率、接管率、平均耗时、人工节省、单店收入成本和复购；P1：模型参数、数据量、硬件伙伴、融资估值和软件收费。","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/穹彻智能公司信息梳理.md","e6368ffff8b09b0fd529f67f521d19abc911364e87cfab3d07d58bb99cc3dbd0","e92ed8d16fcb7f7ea1e5b31c3137bf2e591e29a1d316d3c29fb7088ce95e1307"
| "N071-EV-0921","COMPANY-514b505db61b0b95a07f6047","群核科技","群核科技公司信息梳理","source-root://industry_research_current/公司档案/群核科技公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L16","CHAIN_POSITION_DETAIL","公司：群核科技，港股 0068，2026 年 4 月上市","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/群核科技公司信息梳理.md","4e2dd9722f58df619886498d99df70a3708c9633ce71857babdbcc15f076429e","9d451f47fb05cbe2b90b65fe971268eb4ab5bafa270d98c64181ae7900aa91b6"
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| "N071-EV-0924","COMPANY-514b505db61b0b95a07f6047","群核科技","群核科技公司信息梳理","source-root://industry_research_current/公司档案/群核科技公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L38","QUANTITATIVE_OR_OPERATION_DETAIL","公司收入：8.20 亿元","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/群核科技公司信息梳理.md","4e2dd9722f58df619886498d99df70a3708c9633ce71857babdbcc15f076429e","47ef2bd96be96aa5f69d49b3cf7c12e7eefb7254b5ac0bdbc294c514a9667de4"
| "N071-EV-0925","COMPANY-514b505db61b0b95a07f6047","群核科技","群核科技公司信息梳理","source-root://industry_research_current/公司档案/群核科技公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L77","EXPLICIT_HIGH_VALUE_GAP","P0：16 名客户构成、续费、ASP、机器人收入和 Sim2Real 效果；P1：算力成本、毛利、数据有效率、模型收费、研发投入和亏损收窄。","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/群核科技公司信息梳理.md","4e2dd9722f58df619886498d99df70a3708c9633ce71857babdbcc15f076429e","37c695558b4ff4e85f5187bc64a8943b018b900ae49c135a48fedcee76e2df15"
| "N071-EV-0926","COMPANY-828638fdaf3958ae39034742","瑞芯微","瑞芯微公司信息梳理","source-root://industry_research_current/公司档案/瑞芯微公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L8","CHAIN_POSITION_DETAIL","瑞芯微是机器人边缘计算和主控 SoC 链条中的重要国产芯片公司，宇树 G1 拆解中出现 RK3588 相关线索后，应把它纳入“机器人计算与控制硬件”而不是传统运动控制环节。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/瑞芯微公司信息梳理.md","fd103b5abc8b979f3eb733e59d13fe770f42541c340e47b0b33b0d3624160c19","e42739054cdc928b9e26bd2f5c41075a28f2a2eb09d9bb08e498bc157c03bb90"
| "N071-EV-0927","COMPANY-828638fdaf3958ae39034742","瑞芯微","瑞芯微公司信息梳理","source-root://industry_research_current/公司档案/瑞芯微公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L27","PRODUCT_OR_CAPABILITY_DETAIL","RK3588 等高性能 SoC：视觉处理、边缘推理、主控计算；拆解 / 产品线索；宇树 G1 相关性较强","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/瑞芯微公司信息梳理.md","fd103b5abc8b979f3eb733e59d13fe770f42541c340e47b0b33b0d3624160c19","00a08a1a55e9f1a9fa09aa8473314f66713dce09fea4e9544a06491cb6852404"
| "N071-EV-0928","COMPANY-828638fdaf3958ae39034742","瑞芯微","瑞芯微公司信息梳理","source-root://industry_research_current/公司档案/瑞芯微公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L36","CUSTOMER_OR_COMMERCIAL_DETAIL","国内机器人厂商：通用主控候选；产品通用性；需逐家验证客户","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/瑞芯微公司信息梳理.md","fd103b5abc8b979f3eb733e59d13fe770f42541c340e47b0b33b0d3624160c19","ecc62c3f797eddf76373bd643cc1356561b705b938d0af4062865db347d8796a"
| "N071-EV-0929","COMPANY-828638fdaf3958ae39034742","瑞芯微","瑞芯微公司信息梳理","source-root://industry_research_current/公司档案/瑞芯微公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L42","QUANTITATIVE_OR_OPERATION_DETAIL","机器人收入：年报通常不会单列；从行业应用、客户案例侧补充","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/瑞芯微公司信息梳理.md","fd103b5abc8b979f3eb733e59d13fe770f42541c340e47b0b33b0d3624160c19","cca8f91bfa504b2a1678bd7ef8b9335afe9af5133b2a5605548f78ebeeab94c4"
| "N071-EV-0930","COMPANY-828638fdaf3958ae39034742","瑞芯微","瑞芯微公司信息梳理","source-root://industry_research_current/公司档案/瑞芯微公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L44","EXPLICIT_HIGH_VALUE_GAP","毛利率：可用公司分产品毛利率参考；需年报补数","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/瑞芯微公司信息梳理.md","fd103b5abc8b979f3eb733e59d13fe770f42541c340e47b0b33b0d3624160c19","07d9679bd75bd91b26ff78bbdcd112986d76a68fcd5313b27d9f8b3b5c633de9"
| "N071-EV-0931","COMPANY-4cdcd01d2e50caa2b4adcac5","睿尔曼智能","睿尔曼智能公司信息梳理","source-root://industry_research_current/公司档案/睿尔曼智能公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L18","CHAIN_POSITION_DETAIL","产业定位：核心部件、本体、数据与远程运维平台","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/睿尔曼智能公司信息梳理.md","79249b944baa32fb9163b7d04bc4d59c0e82c3f53dbc597f046a2725823906e9","750f426645b12ee86ad9c9e916eedd6ccb0c751e849a0eca51dacee787e4ef47"
| "N071-EV-0932","COMPANY-4cdcd01d2e50caa2b4adcac5","睿尔曼智能","睿尔曼智能公司信息梳理","source-root://industry_research_current/公司档案/睿尔曼智能公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L32","PRODUCT_OR_CAPABILITY_DETAIL","达尔文数据/远程网络：遥操、轨迹数据和设备运营；平台部署；数据规模和订阅收入","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/睿尔曼智能公司信息梳理.md","79249b944baa32fb9163b7d04bc4d59c0e82c3f53dbc597f046a2725823906e9","3ee132fe9ee04dc4f6384e8122f5d42097cae43eb12c98b058c45b60a38f251f"
| "N071-EV-0933","COMPANY-4cdcd01d2e50caa2b4adcac5","睿尔曼智能","睿尔曼智能公司信息梳理","source-root://industry_research_current/公司档案/睿尔曼智能公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L44","CUSTOMER_OR_COMMERCIAL_DETAIL","头部具身客户为未具名批量交付口径；便利店、餐饮、医疗、闪电仓和工业质检有方案/部署线索。需区分自有本体项目和外部关节供货。","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/睿尔曼智能公司信息梳理.md","79249b944baa32fb9163b7d04bc4d59c0e82c3f53dbc597f046a2725823906e9","d2fc8185439a90bba5aa245144cb39b6ddbdb7b15a5c5cacd4b3a9a10e116783"
| "N071-EV-0934","COMPANY-4cdcd01d2e50caa2b4adcac5","睿尔曼智能","睿尔曼智能公司信息梳理","source-root://industry_research_current/公司档案/睿尔曼智能公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L28","QUANTITATIVE_OR_OPERATION_DETAIL","一体化关节：2-8 轴灵活配置，官网称年产能 100 万+；批量；实际产量、外销占比、寿命","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/睿尔曼智能公司信息梳理.md","79249b944baa32fb9163b7d04bc4d59c0e82c3f53dbc597f046a2725823906e9","82fa1bcbc50b9f77b46303a430db187e96fb9fbb00e5150f91c4f551a7842375"
| "N071-EV-0935","COMPANY-4cdcd01d2e50caa2b4adcac5","睿尔曼智能","睿尔曼智能公司信息梳理","source-root://industry_research_current/公司档案/睿尔曼智能公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L9","EXPLICIT_HIGH_VALUE_GAP","睿尔曼是“关节模组 + 超轻量机械臂 + 轮式人形 + 远程作业网络”的垂直一体化玩家。成熟度最高的是关节和机械臂，RealBot-S2/L2 属新品导入；官网称关节年产能超过 100 万个并有头部具身客户批量交付，但客户和实际利用率未披露。","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/睿尔曼智能公司信息梳理.md","79249b944baa32fb9163b7d04bc4d59c0e82c3f53dbc597f046a2725823906e9","24ac9e94e0e0744b39e5ca2769e6fd9a3d526983d69b1e3abb9a786a4d5671c9"
| "N071-EV-0936","COMPANY-eac67364829c8d0bd7531a57","睿研智控","睿研智控公司信息梳理","source-root://industry_research_current/公司档案/睿研智控公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L10","CHAIN_POSITION_DETAIL","睿研智控实际业务覆盖灵巧手、夹爪、伺服器和关节模组，原先将其归入通用控制器并不准确。公司强调深度学习力位控制、电流环解耦和精细力控，但公开参数与客户多为公司口径；在取得批量出货和任务验证前，定位 C1-C2。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/睿研智控公司信息梳理.md","8ddca73463475e939b68a64f95eace953204f6e07b16cb0f5d5b63a393e59602","061dc2e37a6cdfd9767d0e9c3e30532ca32c1371300c58dddc61840460f5a2ea"
| "N071-EV-0937","COMPANY-eac67364829c8d0bd7531a57","睿研智控","睿研智控公司信息梳理","source-root://industry_research_current/公司档案/睿研智控公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L29","PRODUCT_OR_CAPABILITY_DETAIL","灵巧手：自适应抓取和力位控制；产品展示；自由度、驱动数、负载、寿命","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/睿研智控公司信息梳理.md","8ddca73463475e939b68a64f95eace953204f6e07b16cb0f5d5b63a393e59602","b219eb4ecee7552f7f4a924923c8ab74aa12d355b39d957b40630dba4da32286"
| "N071-EV-0938","COMPANY-eac67364829c8d0bd7531a57","睿研智控","睿研智控公司信息梳理","source-root://industry_research_current/公司档案/睿研智控公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L43","CUSTOMER_OR_COMMERCIAL_DETAIL","官网可确认产品和目标场景，尚缺客户名称、送样、定点、采购量和复购。","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/睿研智控公司信息梳理.md","8ddca73463475e939b68a64f95eace953204f6e07b16cb0f5d5b63a393e59602","f62e7a7e25ea60c209b44f9df8b78340a5db64acf1c546a25d7ff167604a8e7c"
| "N071-EV-0939","COMPANY-eac67364829c8d0bd7531a57","睿研智控","睿研智控公司信息梳理","source-root://industry_research_current/公司档案/睿研智控公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L51","QUANTITATIVE_OR_OPERATION_DETAIL","成本来自微型执行器、驱动芯片、结构/传动、传感器、控制软件、装配与测试。集成度提高有利于 ASP，也增加系统验证成本。","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/睿研智控公司信息梳理.md","8ddca73463475e939b68a64f95eace953204f6e07b16cb0f5d5b63a393e59602","7ceda2d93b978912b82a0b19d34134e161717db6a2b520936c1119b4ab4a6405"
| "N071-EV-0940","COMPANY-eac67364829c8d0bd7531a57","睿研智控","睿研智控公司信息梳理","source-root://industry_research_current/公司档案/睿研智控公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L68","EXPLICIT_HIGH_VALUE_GAP","P0：主体、客户、价格、订单、产销、寿命和收入；P1：力控精度测试、良率、产能、热衰减、维修成本和交期。","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/睿研智控公司信息梳理.md","8ddca73463475e939b68a64f95eace953204f6e07b16cb0f5d5b63a393e59602","3940060571e7901e75ca7f365fb6a399137165976a364e2ddb45fa3b477fdc1a"
| "N071-EV-0941","COMPANY-ce87a3b174410453f2da7fd9","赛诺动力","赛诺动力公司信息梳理","source-root://industry_research_current/公司档案/赛诺动力公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L10","CHAIN_POSITION_DETAIL","赛诺动力的公开主业更接近数字式旋转直驱伺服阀、液压控制和特种执行元件，不属于当前主流人形机器人“电机+减速器”关节路线。液压路线在高功率密度和特种装备有潜力，但在确认 WAIC 展品、人形型号和客户前，只能作为液压执行观察项。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/赛诺动力公司信息梳理.md","6e632ab5f1cdb4c51c49d671439698337f083f26eb5893e14bd8e44624de0d2b","536a47c427bd29aeb1c79d2d41a93a2d4aaa5f76dae0a3bce8c9496f8d436b93"
| "N071-EV-0942","COMPANY-ce87a3b174410453f2da7fd9","赛诺动力","赛诺动力公司信息梳理","source-root://industry_research_current/公司档案/赛诺动力公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L29","PRODUCT_OR_CAPABILITY_DETAIL","旋转直驱伺服阀：液压流量/压力高动态控制；产品化；型号、客户、可靠性","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/赛诺动力公司信息梳理.md","6e632ab5f1cdb4c51c49d671439698337f083f26eb5893e14bd8e44624de0d2b","f6f10e6c4294d8db383111796fbc09fc3d881bb0aed84fc0a42a97bd0a26840d"
| "N071-EV-0943","COMPANY-ce87a3b174410453f2da7fd9","赛诺动力","赛诺动力公司信息梳理","source-root://industry_research_current/公司档案/赛诺动力公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L6","CUSTOMER_OR_COMMERCIAL_DETAIL","证据口径：客户/监管材料为 A，官网为 B，主流媒体为 C，公司口径为 D，分析判断为 E。","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/赛诺动力公司信息梳理.md","6e632ab5f1cdb4c51c49d671439698337f083f26eb5893e14bd8e44624de0d2b","84a1e9b0dff5ca48d23a77342227b14ae2d8bad4fd19bacd33c9002f6d32910d"
| "N071-EV-0944","COMPANY-ce87a3b174410453f2da7fd9","赛诺动力","赛诺动力公司信息梳理","source-root://industry_research_current/公司档案/赛诺动力公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L19","QUANTITATIVE_OR_OPERATION_DETAIL","商业阶段：存量液压 C2-C3；人形机器人 C0-C1","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/赛诺动力公司信息梳理.md","6e632ab5f1cdb4c51c49d671439698337f083f26eb5893e14bd8e44624de0d2b","3626e82a83e2c29d60894998e401ed4ee3d7e3381b5634bc4408ca9bdebc88de"
| "N071-EV-0945","COMPANY-ce87a3b174410453f2da7fd9","赛诺动力","赛诺动力公司信息梳理","source-root://industry_research_current/公司档案/赛诺动力公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L68","EXPLICIT_HIGH_VALUE_GAP","P0：工商主体、WAIC 展品、人形产品/客户、收入和产销；P1：阀性能、寿命、维护成本、供应链、ASP 和交期。","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/赛诺动力公司信息梳理.md","6e632ab5f1cdb4c51c49d671439698337f083f26eb5893e14bd8e44624de0d2b","41fda9670227201e983a8419d80d60b114f75bcae31e691d5db920f6a154b8f5"
| "N071-EV-0946","COMPANY-bea34db21027e54645d137b5","森云智能","森云智能公司信息梳理","source-root://industry_research_current/公司档案/森云智能公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L19","CHAIN_POSITION_DETAIL","商业阶段：C2-C3：产品化和客户适配","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/森云智能公司信息梳理.md","1f43d8805b02484ad20666b57976833a9fca31b62bd60f511c373f58d64deb7c","af8c3ec4ee272d4d7b56d452788e222bfc7956d9430a1b1f458ee8c0f08d9bfc"
| "N071-EV-0947","COMPANY-bea34db21027e54645d137b5","森云智能","森云智能公司信息梳理","source-root://industry_research_current/公司档案/森云智能公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L30","PRODUCT_OR_CAPABILITY_DETAIL","RGBD/GMSL2 双目：深度感知与高速串行传输；产品化；深度精度、基线、温漂","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/森云智能公司信息梳理.md","1f43d8805b02484ad20666b57976833a9fca31b62bd60f511c373f58d64deb7c","611d8a8191ca606af0d329fd33ede3ce3e426c87e317207df7ad861bb89e5d71"
| "N071-EV-0948","COMPANY-bea34db21027e54645d137b5","森云智能","森云智能公司信息梳理","source-root://industry_research_current/公司档案/森云智能公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L43","CUSTOMER_OR_COMMERCIAL_DETAIL","公开材料以平台适配和展会演示为主，具体本体厂、供货阶段、型号和数量待补。","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/森云智能公司信息梳理.md","1f43d8805b02484ad20666b57976833a9fca31b62bd60f511c373f58d64deb7c","e4f6e8c41103befcd7be789467d230da2d8035e4ce5553274b18974aac190a04"
| "N071-EV-0949","COMPANY-bea34db21027e54645d137b5","森云智能","森云智能公司信息梳理","source-root://industry_research_current/公司档案/森云智能公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L51","QUANTITATIVE_OR_OPERATION_DETAIL","成本来自图像传感器、镜头、ISP/接口芯片、PCB、结构散热、标定和算法。标准模组复用可提升毛利，定制多摄会增加工程成本。","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/森云智能公司信息梳理.md","1f43d8805b02484ad20666b57976833a9fca31b62bd60f511c373f58d64deb7c","ea09bdf8251912c3990c0f0fa3e6ca705ba9edd36861d236a0d80fcbdba2cc1c"
| "N071-EV-0950","COMPANY-bea34db21027e54645d137b5","森云智能","森云智能公司信息梳理","source-root://industry_research_current/公司档案/森云智能公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L69","EXPLICIT_HIGH_VALUE_GAP","P0：客户、型号、装机、出货、收入和 ASP；P1：深度精度、同步、温漂、寿命、良率、产能利用率和交付周期。","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/森云智能公司信息梳理.md","1f43d8805b02484ad20666b57976833a9fca31b62bd60f511c373f58d64deb7c","eb811b2de1b83f57f0e246093490a15988fe1ccc49381772047c47e6595ad5e5"
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| "N071-EV-0966","COMPANY-beb9e2636fe9ce4e0e25c6b2","松延动力","松延动力公司信息梳理","source-root://industry_research_current/公司档案/松延动力公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L10","CHAIN_POSITION_DETAIL","松延动力是国内少数明确押注消费级低价人形与仿生交互的本体厂。Bumi 以 9,998 元切入家庭陪伴和教育，N2/E1承担运动平台，仿生机器人承担定制展示；其稀缺性在价格带和消费渠道，不在工业任务闭环。首批 500 台售罄、累计订单和 2026 年万台交付目标均需用发货、退货、激活和复购数据验证。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/松延动力公司信息梳理.md","cb230e8725ccbee4985fabb19ef5f1c3d0c8aeb0b6bb8ec54fac02c3e46ee820","2d5f2630c80fe981e65212853818834526b27a24f9e4e4aa550f082b976a1fba"
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| "N071-EV-0981","COMPANY-39ba5f9dcab4e98adcbad767","它石智航","它石智航公司信息梳理","source-root://industry_research_current/公司档案/它石智航公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L23","CHAIN_POSITION_DETAIL","横跨工业具身本体、模型、数据和场景交付。线束属于高难度柔性物体任务，若持续稳定运行，可形成比通用演示更强的工艺与数据壁垒。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/它石智航公司信息梳理.md","440088fd9b048edfa694cba80b7647a203af7d83b4062088c620570c3e114deb","2b155171bd4306a035ea47bf92a7d7379e7b85593dc5f3b92703caeee3aeb4cf"
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| "N071-EV-0994","COMPANY-6223f7c1891d9491725fd325","天机智能","天机智能公司信息梳理","source-root://industry_research_current/公司档案/天机智能公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L52","QUANTITATIVE_OR_OPERATION_DETAIL","成本主要来自双臂关节、力传感、底盘、升降/折叠机构、视觉、算力和模型训练。若核心关节与控制自研并已规模生产，Gento 新品可共享供应链和研发摊销，但需财务数据验证。","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/天机智能公司信息梳理.md","a1680373ccf15490f601961b21582432dd487486294759b8218582097e8b45f7","7c3dd9d48251f64e29cc9ba59cfdc8347782c4b88307e73fb971a6e10e8d652e"
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| "N071-EV-1003","COMPANY-92cdecd19e78f99d429fd4b0","微亿智造","微亿智造公司信息梳理","source-root://industry_research_current/公司档案/微亿智造公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L51","CUSTOMER_OR_COMMERCIAL_DETAIL","公司称已向全球 3C 和新能源汽车品牌客户批量部署 AI 表面缺陷检测设备。具体客户名称、EIIR 台数、复购、集中度和验收周期应以完整招股书继续核验。","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/微亿智造公司信息梳理.md","a74278a46520b4d0d2ba8c798182d59b10073ba71dfcb6181593fca19f46b5a9","c65124319f5e70abefb6c292a8bf13f7e74cfa82452f5450e1bbadb2876db881"
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| "N071-EV-1005","COMPANY-92cdecd19e78f99d429fd4b0","微亿智造","微亿智造公司信息梳理","source-root://industry_research_current/公司档案/微亿智造公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L77","EXPLICIT_HIGH_VALUE_GAP","P0：EIIR 出货台数、ASP、客户集中度、复购、验收、应收和经营现金流；P1：各产品毛利率、产能利用率、海外收入、创始团队持股及上市进度。","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/微亿智造公司信息梳理.md","a74278a46520b4d0d2ba8c798182d59b10073ba71dfcb6181593fca19f46b5a9","1c9f899ba8fd0660d9dcbf38c64870beb3a60c0cbfa4a26a54655da53a8450c6"
| "N071-EV-1006","COMPANY-f5eaa311c907ff8bbe4e6d83","卧龙电驱","卧龙电驱公司信息梳理","source-root://industry_research_current/公司档案/卧龙电驱公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L8","CHAIN_POSITION_DETAIL","卧龙电驱是电机和驱动系统企业，在机器人链条中可归入“电机 / 驱动 / 执行器上游”环节。它的机器人价值需要看是否从传统电机能力延伸到人形机器人高功率密度、小型化、低噪声关节电机。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/卧龙电驱公司信息梳理.md","caf91b148b639b2656137428e504046566692b81234165dade32a14b2845f232","314f52707a154664abd1d87b5971ab91dd93f662cdc5449c963c03b52d407849"
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| "N071-EV-1008","COMPANY-f5eaa311c907ff8bbe4e6d83","卧龙电驱","卧龙电驱公司信息梳理","source-root://industry_research_current/公司档案/卧龙电驱公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L35","CUSTOMER_OR_COMMERCIAL_DETAIL","智元机器人：产业链候选 / 线索；研报与公开资料讨论；需验证具体供货产品","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/卧龙电驱公司信息梳理.md","caf91b148b639b2656137428e504046566692b81234165dade32a14b2845f232","def64581c44f330636112aa3cc6514ec44253caa767a8c91aef12abe96df553b"
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| "N071-EV-1010","COMPANY-f5eaa311c907ff8bbe4e6d83","卧龙电驱","卧龙电驱公司信息梳理","source-root://industry_research_current/公司档案/卧龙电驱公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L44","EXPLICIT_HIGH_VALUE_GAP","毛利率：可参考电机业务；需机器人产品单独验证","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/卧龙电驱公司信息梳理.md","caf91b148b639b2656137428e504046566692b81234165dade32a14b2845f232","39b82a719c58246517be6c4588f08866fde942829adbc1fb61be856ff10432ff"
| "N071-EV-1011","COMPANY-0a21042765903c670cb896ef","无芯科技","无芯科技公司信息梳理","source-root://industry_research_current/公司档案/无芯科技公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L23","CHAIN_POSITION_DETAIL","位于情感交互本体、康养解决方案和临床服务层。核心壁垒是情感模型、仿生机械、安全、临床证据和机构渠道。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/无芯科技公司信息梳理.md","6f0e7aa99cb04fd3bc2beadbd4fd223b90574fb165367d1c5e9db0b5c9f32484","c6e020c89d61c017ac87b5953f4b47ea16cf48b2b4c864cdfd8ac1df5f8dd29c"
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| "N071-EV-1014","COMPANY-0a21042765903c670cb896ef","无芯科技","无芯科技公司信息梳理","source-root://industry_research_current/公司档案/无芯科技公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L55","QUANTITATIVE_OR_OPERATION_DETAIL","成本包括仿生外观、执行器、传感器、算力、情感模型、临床研发、内容、渠道和现场服务。机构订阅/服务收入可能比一次性硬件更关键。","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/无芯科技公司信息梳理.md","6f0e7aa99cb04fd3bc2beadbd4fd223b90574fb165367d1c5e9db0b5c9f32484","f7aeea88dad39992ba13c255ca7692428d5d54241c3bb87536e1190aa560bb36"
| "N071-EV-1015","COMPANY-0a21042765903c670cb896ef","无芯科技","无芯科技公司信息梳理","source-root://industry_research_current/公司档案/无芯科技公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L73","EXPLICIT_HIGH_VALUE_GAP","P0：机构采购、售价、样机数量、临床样本/结果、收入和合规；P1：寿命、维护、服务收费、用户留存、产能、良率和医保/长护险支付。","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/无芯科技公司信息梳理.md","6f0e7aa99cb04fd3bc2beadbd4fd223b90574fb165367d1c5e9db0b5c9f32484","01c6c1be180ddd1de008ae59e29968dafd321ca25f959effae8bc938a4e67d77"
| "N071-EV-1016","COMPANY-9436d97b7ca9410ac17980df","曦诺未来","曦诺未来公司信息梳理","source-root://industry_research_current/公司档案/曦诺未来公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L10","CHAIN_POSITION_DETAIL","曦诺未来/Xynova 以 Flex 1 腱绳和 Flex 2“腱绳+电机直驱”混合路线切入轻量高自由度灵巧手。Flex 2 的 23 自由度、约 400g 和百万次寿命等参数密度突出，但主要是公司测试；商业判断必须补实际交付、整手良率、维修频率和客户验收。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/曦诺未来公司信息梳理.md","ec40ffce6dbc98b414936261276a02b7acc00d2f1c4a3ba5d21a037129a194cf","7bd0b1beaca2fed04e9b3b037d256778b7fb4a0cde643a51ad59d82fc1d0abdf"
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| "N071-EV-1021","COMPANY-d022aa0b7f1e3e6eff354dfd","小象电动","小象电动公司信息梳理","source-root://industry_research_current/公司档案/小象电动公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L16","CHAIN_POSITION_DETAIL","公司：小象电动科技有限公司，2016 年成立，非上市","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/小象电动公司信息梳理.md","c0644f7374b5f77587783d6b1b9d029051aa604ce0412535e30cda6751dba0ca","03f6c09071a1719738a662526f193232855363fb32e81e149aa1509b049f43cc"
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| "N071-EV-1026","COMPANY-88b4fa4c05329123af8941e7","心言机器人","心言机器人公司信息梳理","source-root://industry_research_current/公司档案/心言机器人公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L23","CHAIN_POSITION_DETAIL","位于消费级陪伴机器人本体、情感交互模型和内容服务交叉层。它不是工业操作机器人，评价重点应是持续使用、情感安全和内容/订阅收入，而非负载或工业节拍。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/心言机器人公司信息梳理.md","f9c78663c4db3835e154dc7ef68be401defec56143fcd7716a31a74f104e7868","f513c6881d8a6c4329b00018ec5dda12de260a58500793c1a4edb9106c2f72b3"
| "N071-EV-1027","COMPANY-88b4fa4c05329123af8941e7","心言机器人","心言机器人公司信息梳理","source-root://industry_research_current/公司档案/心言机器人公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L29","PRODUCT_OR_CAPABILITY_DETAIL","Bubbo：家庭陪伴、主动交互和移动；官网发布、北京台春晚及 WAIC 展示；售价、交付量、退货率和日活","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/心言机器人公司信息梳理.md","f9c78663c4db3835e154dc7ef68be401defec56143fcd7716a31a74f104e7868","a3619aa939d52deec7ecf9cb6e652862ef5bb97d30afc8380d0893078804fd17"
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| "N071-EV-1029","COMPANY-88b4fa4c05329123af8941e7","心言机器人","心言机器人公司信息梳理","source-root://industry_research_current/公司档案/心言机器人公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L50","QUANTITATIVE_OR_OPERATION_DETAIL","成本包括本体硬件、模型推理、语音与内容、云存储、渠道获客、售后和安全审核。硬件毛利可能有限，长期利润更依赖订阅、内容和高留存。","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/心言机器人公司信息梳理.md","f9c78663c4db3835e154dc7ef68be401defec56143fcd7716a31a74f104e7868","df4e3f7a987d7e3a09e1e29cd7ba05a4d3e0b1a545b8f249773905280957eda6"
| "N071-EV-1030","COMPANY-88b4fa4c05329123af8941e7","心言机器人","心言机器人公司信息梳理","source-root://industry_research_current/公司档案/心言机器人公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L19","EXPLICIT_HIGH_VALUE_GAP","当前阶段：M1-M2：发布、展示及用户共创，销量待验证","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/心言机器人公司信息梳理.md","f9c78663c4db3835e154dc7ef68be401defec56143fcd7716a31a74f104e7868","9dd0095d700fa764fde13425204c160b416eb3f0fcadbb68269ac62bc0c89471"
| "N071-EV-1031","COMPANY-b9fc52afc24720fae349dd5c","新剑传动","新剑传动公司信息梳理","source-root://industry_research_current/公司档案/新剑传动公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L15","CHAIN_POSITION_DETAIL","公司属性：非上市公司 / 传动零部件企业","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/新剑传动公司信息梳理.md","b159759b7b10dc14d4271740f1e9fb2cc3207b6c813f217d856c5afda729ec29","8cce5678d40fd50a5660886cdcb6ac6361d6c1cd22da9a9fe85cef414a059a2e"
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| "N071-EV-1033","COMPANY-b9fc52afc24720fae349dd5c","新剑传动","新剑传动公司信息梳理","source-root://industry_research_current/公司档案/新剑传动公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L37","CUSTOMER_OR_COMMERCIAL_DETAIL","国内人形机器人厂商：潜在供应商；产品能力匹配；需逐家验证客户名单","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/新剑传动公司信息梳理.md","b159759b7b10dc14d4271740f1e9fb2cc3207b6c813f217d856c5afda729ec29","2978a1080cedc3961524eae4043f971e031f785ce328c8b7904b7867c85d603d"
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| "N071-EV-1104","COMPANY-20550595f74331ed06f5db80","浙江百润轴承","浙江百润轴承公司信息梳理","source-root://industry_research_current/公司档案/浙江百润轴承公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L51","QUANTITATIVE_OR_OPERATION_DETAIL","成本集中在轴承钢/不锈钢、套圈加工、热处理、磨削、滚动体、保持架、装配与检测。自动线利用率和良率决定技改回报。","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/浙江百润轴承公司信息梳理.md","73b02a5bed631d2902a27a3adc55ea132d7cb4f9867e461e8957f70abe62bf20","865201c94c96a77e6bafa0eb52bcbcb7e4567d27d2da0f0757efc25f83297c67"
| "N071-EV-1105","COMPANY-20550595f74331ed06f5db80","浙江百润轴承","浙江百润轴承公司信息梳理","source-root://industry_research_current/公司档案/浙江百润轴承公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L68","EXPLICIT_HIGH_VALUE_GAP","P0：官网/产品手册、人形客户、型号、产销、收入和 ASP；P1：寿命、摩擦、噪声、良率、利用率、技改产能和交期。","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/浙江百润轴承公司信息梳理.md","73b02a5bed631d2902a27a3adc55ea132d7cb4f9867e461e8957f70abe62bf20","08ee919a9fa00bb2ac20a1a779813c06d818bc3f84e9f79e5c42efd01c4984a9"
| "N071-EV-1106","COMPANY-0152cb695abf48488763a30a","浙江灵巧智能","浙江灵巧智能公司信息梳理","source-root://industry_research_current/公司档案/浙江灵巧智能公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L23","CHAIN_POSITION_DETAIL","位于灵巧手本体、传感与操作方案层。可维护手指和多模态感知有利于科研/工业使用，商业壁垒取决于寿命和批量一致性。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/浙江灵巧智能公司信息梳理.md","03b6c91902dd9966cfbeda489f4e9850f828650b93212d17cf48e54b13f4cf97","b1bf33d0584143e94fad5dc552e73911bdb56474362abe4aeeb69d1ba238bb61"
| "N071-EV-1107","COMPANY-0152cb695abf48488763a30a","浙江灵巧智能","浙江灵巧智能公司信息梳理","source-root://industry_research_current/公司档案/浙江灵巧智能公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L29","PRODUCT_OR_CAPABILITY_DETAIL","DexHand021 量产版：19 总自由度、12 主动、7 被动、5 类感知；官网称量产；驱动方案、重量、负载、出货","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/浙江灵巧智能公司信息梳理.md","03b6c91902dd9966cfbeda489f4e9850f828650b93212d17cf48e54b13f4cf97","9687f4ed8ff346765ea7b248b52bc442b14c368593acf03dc47f0fcd860c0759"
| "N071-EV-1108","COMPANY-0152cb695abf48488763a30a","浙江灵巧智能","浙江灵巧智能公司信息梳理","source-root://industry_research_current/公司档案/浙江灵巧智能公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L43","CUSTOMER_OR_COMMERCIAL_DETAIL","目标覆盖医疗、家庭、工业、仓储和科研，尚缺明确付费客户、采购量和复购。","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/浙江灵巧智能公司信息梳理.md","03b6c91902dd9966cfbeda489f4e9850f828650b93212d17cf48e54b13f4cf97","afdd6ba19d7b5dea2d969e3803d6718f1827ca77b3965c6d6d78309ff8481788"
| "N071-EV-1109","COMPANY-0152cb695abf48488763a30a","浙江灵巧智能","浙江灵巧智能公司信息梳理","source-root://industry_research_current/公司档案/浙江灵巧智能公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L51","QUANTITATIVE_OR_OPERATION_DETAIL","成本包括微型执行器、传动、传感器、结构件、驱动与控制、装配标定和可更换模块。模块化可降低维修停机，但增加零部件数。","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/浙江灵巧智能公司信息梳理.md","03b6c91902dd9966cfbeda489f4e9850f828650b93212d17cf48e54b13f4cf97","c7746fa912175a66017c8bd64b4235bc8f16b83d6d284451bc9dee0a1b5e848e"
| "N071-EV-1110","COMPANY-0152cb695abf48488763a30a","浙江灵巧智能","浙江灵巧智能公司信息梳理","source-root://industry_research_current/公司档案/浙江灵巧智能公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L10","EXPLICIT_HIGH_VALUE_GAP","浙江灵巧智能/DexRobot 已从 DexHand021 概念版推进到官网标注的“量产版”，量产版为 19 个总自由度、12 个主动驱动并集成五类感知。量产声明是重要进展，但尚缺实际产量、客户验收、价格、寿命和收入，不能仅凭“量产”二字进入第一梯队。","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/浙江灵巧智能公司信息梳理.md","03b6c91902dd9966cfbeda489f4e9850f828650b93212d17cf48e54b13f4cf97","851a03e7db49a27f0b77287875aeea3f1077941ec6f5c0059e9d19137c668bdd"
| "N071-EV-1111","COMPANY-cab3071ed5ec30718660c804","震裕科技","震裕科技公司信息梳理","source-root://industry_research_current/公司档案/震裕科技公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L8","CHAIN_POSITION_DETAIL","震裕科技在机器人链条中对应精密冲压、模具和电机铁芯等制造环节，属于电机和结构件上游加工能力的延伸。其机器人机会需要看是否进入关节电机或执行器零部件的量产供应。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/震裕科技公司信息梳理.md","28db19417be89ccf5113ac3c40a44cd2dfd91e3309ebc6f794d4818e0038c125","dd5f3378c85e80c04ba58a14f8fc5215e06366dd34fe85f795ec6970b7a0bb2b"
| "N071-EV-1112","COMPANY-cab3071ed5ec30718660c804","震裕科技","震裕科技公司信息梳理","source-root://industry_research_current/公司档案/震裕科技公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L27","PRODUCT_OR_CAPABILITY_DETAIL","电机铁芯：关节电机；能力映射 / 产业链线索；需要确认具体机器人客户","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/震裕科技公司信息梳理.md","28db19417be89ccf5113ac3c40a44cd2dfd91e3309ebc6f794d4818e0038c125","3419f4430dc2c9ba462d5944ccd848d092d2ba535032e5aaa2dd4e89454c6f63"
| "N071-EV-1113","COMPANY-cab3071ed5ec30718660c804","震裕科技","震裕科技公司信息梳理","source-root://industry_research_current/公司档案/震裕科技公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L35","CUSTOMER_OR_COMMERCIAL_DETAIL","小鹏机器人：产业链候选 / 线索；研报和公开资料讨论；需确认是否供货","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/震裕科技公司信息梳理.md","28db19417be89ccf5113ac3c40a44cd2dfd91e3309ebc6f794d4818e0038c125","e318a0d1584bb0d7fc4e7f8539ead4e8aa697cc0892efbb8bfeeacbbdd287e62"
| "N071-EV-1114","COMPANY-cab3071ed5ec30718660c804","震裕科技","震裕科技公司信息梳理","source-root://industry_research_current/公司档案/震裕科技公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L42","QUANTITATIVE_OR_OPERATION_DETAIL","机器人收入：未单列；年报、调研纪要补","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/震裕科技公司信息梳理.md","28db19417be89ccf5113ac3c40a44cd2dfd91e3309ebc6f794d4818e0038c125","9a23ea57dcdaf137e7614e9bcf6a106caaf4b9647df88c09a1c21713dd51a66b"
| "N071-EV-1115","COMPANY-cab3071ed5ec30718660c804","震裕科技","震裕科技公司信息梳理","source-root://industry_research_current/公司档案/震裕科技公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L44","EXPLICIT_HIGH_VALUE_GAP","毛利率：可参考精密冲压和模具业务；需机器人产品验证","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/震裕科技公司信息梳理.md","28db19417be89ccf5113ac3c40a44cd2dfd91e3309ebc6f794d4818e0038c125","4789da4c4df985bf687537cf360466a35e4264eb7397bdcf7eece776a1423dd4"
| "N071-EV-1116","COMPANY-ce22f929f4a1746769b765d5","智平方","智平方公司信息梳理","source-root://industry_research_current/公司档案/智平方公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L10","CHAIN_POSITION_DETAIL","智平方以 AlphaBrain/GOVLA 具身模型定义 AlphaBot 2 轮式双臂本体，属于“模型驱动整机”路线。公司列举汽车、半导体、生物制造、公共服务和零售等场景，并称与头部客户深入合作，但客户名称、部署台数、接管率和收费模式仍缺客户侧证据。其核心判断应落在 GOVLA 是否提升跨任务泛化，而非“大模型”标签本身。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/智平方公司信息梳理.md","2444c75732e0d79e8e0a8f0e2a10ff6c954efb0fc29165ef2d62fed8de1ef754","bbac0a5711530c9e1f748dd73014cfd492afd9fb2a4a7ffa7209ffa2ae6fbdc7"
| "N071-EV-1117","COMPANY-ce22f929f4a1746769b765d5","智平方","智平方公司信息梳理","source-root://industry_research_current/公司档案/智平方公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L29","PRODUCT_OR_CAPABILITY_DETAIL","AlphaBot 2：轮式双臂通用机器人，搭载 GOVLA；工业/服务场景导入线索；参数、售价、客户和台数","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/智平方公司信息梳理.md","2444c75732e0d79e8e0a8f0e2a10ff6c954efb0fc29165ef2d62fed8de1ef754","0e235597c0db9a88ce4a2e2a1501f051c3ed89252926e41c0972767ec0cb26c7"
| "N071-EV-1118","COMPANY-ce22f929f4a1746769b765d5","智平方","智平方公司信息梳理","source-root://industry_research_current/公司档案/智平方公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L45","CUSTOMER_OR_COMMERCIAL_DETAIL","汽车与电子制造：上下料、搬运、装配、设备操作；缺客户、台数、节拍和验收","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/智平方公司信息梳理.md","2444c75732e0d79e8e0a8f0e2a10ff6c954efb0fc29165ef2d62fed8de1ef754","bf1c9d7467c0cb49dfadb7c3cb13955bc81d17b782308c4443fa1c5d393b4a8f"
| "N071-EV-1119","COMPANY-ce22f929f4a1746769b765d5","智平方","智平方公司信息梳理","source-root://industry_research_current/公司档案/智平方公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L17","QUANTITATIVE_OR_OPERATION_DETAIL","产品：AlphaBot 2、AlphaBrain、GOVLA/FiS-VLA","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/智平方公司信息梳理.md","2444c75732e0d79e8e0a8f0e2a10ff6c954efb0fc29165ef2d62fed8de1ef754","c4eed366f4044fbf14c74ae52a1b3f763315b8d80c6169b443e4b02b59c86f33"
| "N071-EV-1120","COMPANY-ce22f929f4a1746769b765d5","智平方","智平方公司信息梳理","source-root://industry_research_current/公司档案/智平方公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L19","EXPLICIT_HIGH_VALUE_GAP","商业阶段：M3 公司口径，客户侧验证不足","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/智平方公司信息梳理.md","2444c75732e0d79e8e0a8f0e2a10ff6c954efb0fc29165ef2d62fed8de1ef754","5bb47ca833b084ea39eeecb7eb0e42a686561260e22a75ffb30f173fb43e0759"
| "N071-EV-1121","COMPANY-9bf8343a0f0204b766ffd9c4","中坚科技-桦之坚-中坚智氪","中坚科技-桦之坚-中坚智氪公司信息梳理","source-root://industry_research_current/公司档案/中坚科技-桦之坚-中坚智氪公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L23","CHAIN_POSITION_DETAIL","横跨核心部件、机器人本体、制造设备和代工。必须按主体拆分：中坚智氪偏部件/海外合作，桦之坚偏本体研发，江苏坚米偏四足，上市公司提供制造与资金底座。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/中坚科技-桦之坚-中坚智氪公司信息梳理.md","d92f745189628885bcd1f758c5b096bc490b6f3653ab9c20012d38f02a0add29","a637a825fede56dde5ec7d35d854090d00932249603dbcb4d8984e71dab8abe8"
| "N071-EV-1122","COMPANY-9bf8343a0f0204b766ffd9c4","中坚科技-桦之坚-中坚智氪","中坚科技-桦之坚-中坚智氪公司信息梳理","source-root://industry_research_current/公司档案/中坚科技-桦之坚-中坚智氪公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L31","PRODUCT_OR_CAPABILITY_DETAIL","轮毂电机/行星关节：轮足、四足、双足关节；低背隙、一体化、IP67 公司口径；产品展示/客户待核","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/中坚科技-桦之坚-中坚智氪公司信息梳理.md","d92f745189628885bcd1f758c5b096bc490b6f3653ab9c20012d38f02a0add29","0bfba41bdaeea9b522a43f10eb431a61ed830ab50957f5ff945276045329636b"
| "N071-EV-1123","COMPANY-9bf8343a0f0204b766ffd9c4","中坚科技-桦之坚-中坚智氪","中坚科技-桦之坚-中坚智氪公司信息梳理","source-root://industry_research_current/公司档案/中坚科技-桦之坚-中坚智氪公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L50","CUSTOMER_OR_COMMERCIAL_DETAIL","公开资料存在电网巡检、园区巡逻和海外机器人合作方向，但缺少客户名称、采购台数、订单金额和验收。2025 年年报未披露重大销售合同。","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/中坚科技-桦之坚-中坚智氪公司信息梳理.md","d92f745189628885bcd1f758c5b096bc490b6f3653ab9c20012d38f02a0add29","0f201f83e9e18d4a38cdada3d601b5ab31a11aba4f29dd3f9c3bbe76f5d80f51"
| "N071-EV-1124","COMPANY-9bf8343a0f0204b766ffd9c4","中坚科技-桦之坚-中坚智氪","中坚科技-桦之坚-中坚智氪公司信息梳理","source-root://industry_research_current/公司档案/中坚科技-桦之坚-中坚智氪公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L38","QUANTITATIVE_OR_OPERATION_DETAIL","营业收入：10.18 亿元","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/中坚科技-桦之坚-中坚智氪公司信息梳理.md","d92f745189628885bcd1f758c5b096bc490b6f3653ab9c20012d38f02a0add29","e83a27497b2c38fafae545779a5c42787d6c434cac74f47bfda775a287e17fd4"
| "N071-EV-1125","COMPANY-9bf8343a0f0204b766ffd9c4","中坚科技-桦之坚-中坚智氪","中坚科技-桦之坚-中坚智氪公司信息梳理","source-root://industry_research_current/公司档案/中坚科技-桦之坚-中坚智氪公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L76","EXPLICIT_HIGH_VALUE_GAP","P0：各机器人子公司职责、客户、收入、关节出货、ZERO 开售时间、四足订单和机器人产能；P1：研发费用拆分、知识产权、海外合作、售后网络及多主体治理。","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/中坚科技-桦之坚-中坚智氪公司信息梳理.md","d92f745189628885bcd1f758c5b096bc490b6f3653ab9c20012d38f02a0add29","12544ac36f909e03c1e8290e8ab952595baeff301089e6f406150a8fa8d92ac2"
| "N071-EV-1126","COMPANY-973fc8560afacf64b3d4cd01","中科慧灵","中科慧灵公司信息梳理","source-root://industry_research_current/公司档案/中科慧灵公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L19","CHAIN_POSITION_DETAIL","商业阶段：Mini M2；W2 M2-M3；全尺寸本体 M1-M2","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/中科慧灵公司信息梳理.md","efaffea3228dfd92813350a55864905c440f4c8b041a3a128768387917c9263a","cecdf94e7fca1291ec229d298aa10e987bc13ca8afe38474aa6e44958a6047d6"
| "N071-EV-1127","COMPANY-973fc8560afacf64b3d4cd01","中科慧灵","中科慧灵公司信息梳理","source-root://industry_research_current/公司档案/中科慧灵公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L31","PRODUCT_OR_CAPABILITY_DETAIL","CASBOT Mini：半尺寸开放平台，2.99 万元限量预售；首批 50 台售罄；实际交付、复购、毛利","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/中科慧灵公司信息梳理.md","efaffea3228dfd92813350a55864905c440f4c8b041a3a128768387917c9263a","ce6ff2b3e5cd32092c07a7b0507e65522cb077c8a13002c076655662700d88a7"
| "N071-EV-1128","COMPANY-973fc8560afacf64b3d4cd01","中科慧灵","中科慧灵公司信息梳理","source-root://industry_research_current/公司档案/中科慧灵公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L29","CUSTOMER_OR_COMMERCIAL_DETAIL","CASBOT 02：全尺寸双足，约 163cm/55kg、275TOPS 公开参数；展示/开发；售价、客户、续航和交付","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/中科慧灵公司信息梳理.md","efaffea3228dfd92813350a55864905c440f4c8b041a3a128768387917c9263a","0d41af18d4ab898de4694c49c6a0656d5d2b35f9aea0124d0c1ec2be039e8e46"
| "N071-EV-1129","COMPANY-973fc8560afacf64b3d4cd01","中科慧灵","中科慧灵公司信息梳理","source-root://industry_research_current/公司档案/中科慧灵公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L52","QUANTITATIVE_OR_OPERATION_DETAIL","成本集中在关节/灵巧手、视觉与力觉、算力平台、电池、模型训练、工程交付和小批制造。Mini 依靠标准化和开发者渠道，W2 则受项目定制与现场服务拖累，二者盈利模式不同。","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/中科慧灵公司信息梳理.md","efaffea3228dfd92813350a55864905c440f4c8b041a3a128768387917c9263a","5dea39d5617d5710caf1882fd923946d18ae6bf0aaf2b173fab27a81a507f86a"
| "N071-EV-1130","COMPANY-973fc8560afacf64b3d4cd01","中科慧灵","中科慧灵公司信息梳理","source-root://industry_research_current/公司档案/中科慧灵公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L71","EXPLICIT_HIGH_VALUE_GAP","P0：Mini 50 台交付和复购、W2 客户/工位/验收、各产品收入毛利；P1：产能、良率、BOM、自研率、模型效果、售后及研发投入。","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/中科慧灵公司信息梳理.md","efaffea3228dfd92813350a55864905c440f4c8b041a3a128768387917c9263a","2eb605bf0427b359258a28037a86c2aef86ed9e616824c2c9e5f142dfc304737"
| "N071-EV-1131","COMPANY-eac035546c46a7d679af4faa","珠城科技","珠城科技公司信息梳理","source-root://industry_research_current/公司档案/珠城科技公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L8","CHAIN_POSITION_DETAIL","珠城科技是机器人链条中偏“连接器 / 线束连接”环节的公司，适合放入电子元器件和可靠性连接件维度跟踪。它的机器人价值更多来自单机连接点增多和国产供应替代，而不是核心执行器壁垒。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/珠城科技公司信息梳理.md","364ff8b5f88c9c09def7f22641e0410981311cec950183ad2a38ccf3b9c25de8","64194a32cdce430c01b807255e7060bf8aa8afd982c6c63698609f61169167b4"
| "N071-EV-1132","COMPANY-eac035546c46a7d679af4faa","珠城科技","珠城科技公司信息梳理","source-root://industry_research_current/公司档案/珠城科技公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L27","PRODUCT_OR_CAPABILITY_DETAIL","连接器 / 接插件：电源、信号、控制连接；产业链线索；适合纳入机器人电子 BOM","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/珠城科技公司信息梳理.md","364ff8b5f88c9c09def7f22641e0410981311cec950183ad2a38ccf3b9c25de8","eecb74bc05e5891b877d4d79af5eb583826b701daf429b093ed839db8f40d739"
| "N071-EV-1133","COMPANY-eac035546c46a7d679af4faa","珠城科技","珠城科技公司信息梳理","source-root://industry_research_current/公司档案/珠城科技公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L35","CUSTOMER_OR_COMMERCIAL_DETAIL","优必选：供应链候选 / 线索；研报和公开资料讨论；需确认具体供货产品","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/珠城科技公司信息梳理.md","364ff8b5f88c9c09def7f22641e0410981311cec950183ad2a38ccf3b9c25de8","8c12accd3e1b69176473680b862f9d19e32b2b1bb03a765dba4588843991dc62"
| "N071-EV-1134","COMPANY-eac035546c46a7d679af4faa","珠城科技","珠城科技公司信息梳理","source-root://industry_research_current/公司档案/珠城科技公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L42","QUANTITATIVE_OR_OPERATION_DETAIL","机器人收入：未单列；年报、调研纪要补","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/珠城科技公司信息梳理.md","364ff8b5f88c9c09def7f22641e0410981311cec950183ad2a38ccf3b9c25de8","9a23ea57dcdaf137e7614e9bcf6a106caaf4b9647df88c09a1c21713dd51a66b"
| "N071-EV-1135","COMPANY-eac035546c46a7d679af4faa","珠城科技","珠城科技公司信息梳理","source-root://industry_research_current/公司档案/珠城科技公司信息梳理.md","2026-07-05","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L44","EXPLICIT_HIGH_VALUE_GAP","毛利率：可参考连接器业务；需年报补数","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/珠城科技公司信息梳理.md","364ff8b5f88c9c09def7f22641e0410981311cec950183ad2a38ccf3b9c25de8","ad8031d250891b8a14ecf238a1d7586f69d8d2d20b0e2d869b8d57bac6d65b5a"
| "N071-EV-1136","COMPANY-6420f768dc429c7cfa94130e","逐际动力","逐际动力公司信息梳理","source-root://industry_research_current/公司档案/逐际动力公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L10","CHAIN_POSITION_DETAIL","逐际动力是国内产品价格、开发文档和软硬平台相对透明的本体厂，形成 TRON 2 多形态开发平台、Oli/Luna 全尺寸人形、COSA Agentic OS 和 FluxVLA Engine。公司称累计获得数千台订单、过半来自海外并开始交付 Luna，但该口径仍需合同、交付和客户验收支持。其突出优势是运动控制与开发者生态，工业 ROI 尚待穿透。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/逐际动力公司信息梳理.md","fe1cad93254f48a1fc2d8b7ef46bb6f577a9b44b0ccea619fa3ae7f1e222297e","2bb9abbf5d489da876df06b574bf9c78d401020d5ad0a7645bdbb9086e41bccb"
| "N071-EV-1137","COMPANY-6420f768dc429c7cfa94130e","逐际动力","逐际动力公司信息梳理","source-root://industry_research_current/公司档案/逐际动力公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L29","PRODUCT_OR_CAPABILITY_DETAIL","TRON 2：双臂/双足/双轮足三构型，4.98 万元起；开放预订/交付；分构型销量、毛利、复购","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/逐际动力公司信息梳理.md","fe1cad93254f48a1fc2d8b7ef46bb6f577a9b44b0ccea619fa3ae7f1e222297e","49b100885179da0244425175e494518d22b7fdf619bc299348fdbb88e91e553a"
| "N071-EV-1138","COMPANY-6420f768dc429c7cfa94130e","逐际动力","逐际动力公司信息梳理","source-root://industry_research_current/公司档案/逐际动力公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L46","CUSTOMER_OR_COMMERCIAL_DETAIL","海外开发者/科研客户：公司称订单占比过半；缺客户数、区域、交付和复购","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/逐际动力公司信息梳理.md","fe1cad93254f48a1fc2d8b7ef46bb6f577a9b44b0ccea619fa3ae7f1e222297e","ae1afd4d978f1044cb4ffd0c9828a7ff6fa1aee706e20041284dea077c7405ab"
| "N071-EV-1139","COMPANY-6420f768dc429c7cfa94130e","逐际动力","逐际动力公司信息梳理","source-root://industry_research_current/公司档案/逐际动力公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L40","QUANTITATIVE_OR_OPERATION_DETAIL","公司 2026 年 7 月自述各类产品累计获得数千台订单、过半来自海外，Luna 开始交付；分型号发货、产能、良率、库存和利用率待补。中鼎本体代工合作可作为制造链线索，需确认年度产量和代工单价。","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/逐际动力公司信息梳理.md","fe1cad93254f48a1fc2d8b7ef46bb6f577a9b44b0ccea619fa3ae7f1e222297e","f1f8d565c34ce139a49edc64ec192ece66887dcf1ea7ba0697d43d4059da922e"
| "N071-EV-1140","COMPANY-6420f768dc429c7cfa94130e","逐际动力","逐际动力公司信息梳理","source-root://industry_research_current/公司档案/逐际动力公司信息梳理.md","2026-07-19","FROZEN_UPSTREAM_PROFILE_RECOVERY_AND_DETAIL_EXTRACTION","L75","EXPLICIT_HIGH_VALUE_GAP","P0：数千台订单的分产品/地区/客户、实际交付、收入和毛利；P1：产能、良率、代工价格、BOM、寿命、海外售后、软件装机与收费。","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","industry_research_current","公司档案/逐际动力公司信息梳理.md","fe1cad93254f48a1fc2d8b7ef46bb6f577a9b44b0ccea619fa3ae7f1e222297e","22e4f628404af8ac554be33ed863aa330fb0dd44fa6437ada5c5a4045ad9eb0d"
| "N071-EV-1141","COMPANY-32d2c03185ecf127d6bfe94c","Microsoft Azure Kinect","Microsoft Azure Kinect公司信息梳理","source-root://project_robot_existing_research/公司档案/Microsoft Azure Kinect公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L13","CHAIN_POSITION_DETAIL","产业链话语权：历史影响强，当前硬件供应链话语权弱；相关技术由 Orbbec Femto 等伙伴生态承接。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Microsoft Azure Kinect公司信息梳理.md","c85e55d73458c9dea995bd0ea66fd9eec7e1106bd6ddaeff1f99f1cafb9a634e","06bdc82c298fd7fbb665896b670d9a161759eec1d093c2cda2db7d660750a418"
| "N071-EV-1142","COMPANY-32d2c03185ecf127d6bfe94c","Microsoft Azure Kinect","Microsoft Azure Kinect公司信息梳理","source-root://project_robot_existing_research/公司档案/Microsoft Azure Kinect公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L21","PRODUCT_OR_CAPABILITY_DETAIL","细分产品：Azure Kinect DK、ToF 深度相机、RGB 摄像头、麦克风阵列、IMU、SDK","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Microsoft Azure Kinect公司信息梳理.md","c85e55d73458c9dea995bd0ea66fd9eec7e1106bd6ddaeff1f99f1cafb9a634e","bbeb04fc4cdc068e2435836df21d62a705b3b709b3750eda5a8575d7464eceec"
| "N071-EV-1143","COMPANY-32d2c03185ecf127d6bfe94c","Microsoft Azure Kinect","Microsoft Azure Kinect公司信息梳理","source-root://project_robot_existing_research/公司档案/Microsoft Azure Kinect公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L22","CUSTOMER_OR_COMMERCIAL_DETAIL","机器人应用：机器人研究、人体追踪、物流/零售/医疗/空间感知开发。","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Microsoft Azure Kinect公司信息梳理.md","c85e55d73458c9dea995bd0ea66fd9eec7e1106bd6ddaeff1f99f1cafb9a634e","8be72baeeae25cb49d08f9881c5d1c290599ffb2a7c77a061642556ef1b650c2"
| "N071-EV-1144","COMPANY-32d2c03185ecf127d6bfe94c","Microsoft Azure Kinect","Microsoft Azure Kinect公司信息梳理","source-root://project_robot_existing_research/公司档案/Microsoft Azure Kinect公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L47","QUANTITATIVE_OR_OPERATION_DETAIL","P1：Azure Kinect 技术遗留对当前深度相机生态的影响。","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Microsoft Azure Kinect公司信息梳理.md","c85e55d73458c9dea995bd0ea66fd9eec7e1106bd6ddaeff1f99f1cafb9a634e","4abbc4bdb22fdb55fcef1ef65f0c8a67c7201d722aa2e1d4ddcfa1fa4394839d"
| "N071-EV-1145","COMPANY-32d2c03185ecf127d6bfe94c","Microsoft Azure Kinect","Microsoft Azure Kinect公司信息梳理","source-root://project_robot_existing_research/公司档案/Microsoft Azure Kinect公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L30","EXPLICIT_HIGH_VALUE_GAP","旧项目维护：存量科研和工业项目需要替换或迁移。","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/Microsoft Azure Kinect公司信息梳理.md","c85e55d73458c9dea995bd0ea66fd9eec7e1106bd6ddaeff1f99f1cafb9a634e","3575a240b372cec5073322938b7d00add4bbe06ee171ee7d237dfab43130c74b"
| "N071-EV-1146","COMPANY-6fef6ed5f6906f317ff7976c","鹏辉能源","鹏辉能源公司信息梳理","source-root://project_robot_existing_research/公司档案/鹏辉能源公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L12","CHAIN_POSITION_DETAIL","既有机器人电池专题只把鹏辉能源列为“小型电芯和多场景电池基础”的候选玩家，公开资料没有披露人形机器人电池客户、供货量、产品规格或机器人收入。因此本文将鹏辉能源放在 P2 观察位，重点跟踪小型电池、固态电池、钠离子电池和储能产品能否向机器人能源系统迁移。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/鹏辉能源公司信息梳理.md","2ce8b452a421cc56d3d22a3349f4b929c37e95c7f594db5a73b65b5b70756a1e","25839356d88ec4ea82d2a4673c2f17bab44c531aabc971d6c50c1551e9869fa4"
| "N071-EV-1147","COMPANY-6fef6ed5f6906f317ff7976c","鹏辉能源","鹏辉能源公司信息梳理","source-root://project_robot_existing_research/公司档案/鹏辉能源公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L32","PRODUCT_OR_CAPABILITY_DETAIL","储能电池：机器人场站、充电设施、园区能源；2025 年储能产品线高增长；A/D；与单机机器人关联弱","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/鹏辉能源公司信息梳理.md","2ce8b452a421cc56d3d22a3349f4b929c37e95c7f594db5a73b65b5b70756a1e","8eaadc2261013928dbab644c2576eb72318d3c3a1cae398ec0c40b71ef4470f8"
| "N071-EV-1148","COMPANY-6fef6ed5f6906f317ff7976c","鹏辉能源","鹏辉能源公司信息梳理","source-root://project_robot_existing_research/公司档案/鹏辉能源公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L50","CUSTOMER_OR_COMMERCIAL_DETAIL","储能产品线：公开新闻称 2026Q1 储能产品线满产满销；反映储能景气，不等于机器人","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/鹏辉能源公司信息梳理.md","2ce8b452a421cc56d3d22a3349f4b929c37e95c7f594db5a73b65b5b70756a1e","b59085e53fa8d5cc520bd4c87fe2244d238f6810ca377a636a9893c1507ca1f7"
| "N071-EV-1149","COMPANY-6fef6ed5f6906f317ff7976c","鹏辉能源","鹏辉能源公司信息梳理","source-root://project_robot_existing_research/公司档案/鹏辉能源公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L40","QUANTITATIVE_OR_OPERATION_DETAIL","营业收入：119.44 亿元，同比 +50.04%；增长较快","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/鹏辉能源公司信息梳理.md","2ce8b452a421cc56d3d22a3349f4b929c37e95c7f594db5a73b65b5b70756a1e","3e10bee8ff4aa2612850811aae5209d7666c0517bed649f0c584d0e82d212b8f"
| "N071-EV-1150","COMPANY-6fef6ed5f6906f317ff7976c","鹏辉能源","鹏辉能源公司信息梳理","source-root://project_robot_existing_research/公司档案/鹏辉能源公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L71","EXPLICIT_HIGH_VALUE_GAP","机器人收入和毛利：未披露；年报分业务、订单金额","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/鹏辉能源公司信息梳理.md","2ce8b452a421cc56d3d22a3349f4b929c37e95c7f594db5a73b65b5b70756a1e","c7021ac9eb664d400d9edbb8a632e820f506b7c3858d816ac6ea199e9c97230f"
| "N071-EV-1151","COMPANY-2f6e4b61ae3cd041e83c1313","中石科技","中石科技公司信息梳理","source-root://project_robot_existing_research/公司档案/中石科技公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L12","CHAIN_POSITION_DETAIL","当前没有看到公司披露机器人客户、材料单机价值量或机器人收入。中石科技的机器人价值更接近“材料随终端导入”，不是独立的机器人零部件主线。","","","frozen_profile_snapshot","补充公司在机器人产业链中的具体角色或相邻位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/中石科技公司信息梳理.md","d9a9527a78c213a80cbb6850f4312c2dc22a58979328bd3f4620127a4621557d","52495fc7da5383303c580c71a52d7c6e8b7f59d2a0ff1c9022390a86c0a1225e"
| "N071-EV-1152","COMPANY-2f6e4b61ae3cd041e83c1313","中石科技","中石科技公司信息梳理","source-root://project_robot_existing_research/公司档案/中石科技公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L31","PRODUCT_OR_CAPABILITY_DETAIL","热管理材料：控制器、驱动器、电池包、计算平台；公司主业；A/E；机器人局部热扩散潜在受益","","","frozen_profile_snapshot","补充产品、技术能力或机器人应用载体。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/中石科技公司信息梳理.md","d9a9527a78c213a80cbb6850f4312c2dc22a58979328bd3f4620127a4621557d","a329ea680933309612607e19aed22218f5ee9477b6a8b97b5cf152c76f3b97b3"
| "N071-EV-1153","COMPANY-2f6e4b61ae3cd041e83c1313","中石科技","中石科技公司信息梳理","source-root://project_robot_existing_research/公司档案/中石科技公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L50","CUSTOMER_OR_COMMERCIAL_DETAIL","增量来源：消费电子、AI 硬件、海外客户、机器人局部散热和 EMI 材料潜在导入","","","frozen_profile_snapshot","补充客户、合作、供货或商业化阶段信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/中石科技公司信息梳理.md","d9a9527a78c213a80cbb6850f4312c2dc22a58979328bd3f4620127a4621557d","f99b7aee7a8f488a5c017959d425cbb9df735622900dd636c6ff32ee6833a149"
| "N071-EV-1154","COMPANY-2f6e4b61ae3cd041e83c1313","中石科技","中石科技公司信息梳理","source-root://project_robot_existing_research/公司档案/中石科技公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L40","QUANTITATIVE_OR_OPERATION_DETAIL","营业收入：18.30 亿元，同比 +17.10%；稳健增长","","","frozen_profile_snapshot","补充财务、产能、规格、寿命或运营量化信息。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/中石科技公司信息梳理.md","d9a9527a78c213a80cbb6850f4312c2dc22a58979328bd3f4620127a4621557d","4815a23a64a298491de53d3d01f673b31918083aa080ca05a14cd180e27a5825"
| "N071-EV-1155","COMPANY-2f6e4b61ae3cd041e83c1313","中石科技","中石科技公司信息梳理","source-root://project_robot_existing_research/公司档案/中石科技公司信息梳理.md","2026-05-29","FROZEN_PROJECT_PROFILE_DETAIL_EXTRACTION","L52","EXPLICIT_HIGH_VALUE_GAP","待验证字段：机器人客户、材料型号、单机用量、ASP、导热系数、寿命、供货周期","","","frozen_profile_snapshot","明确保留客户、订单、量产、产能、ASP、寿命、收入或利润等尚未闭合的缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","CONTENT_DEEPENING_COMPLETED_WITH_EXPLICIT_GAP_RETAINED","project_robot_existing_research","公司档案/中石科技公司信息梳理.md","d9a9527a78c213a80cbb6850f4312c2dc22a58979328bd3f4620127a4621557d","849a4ee8b9c6ca347d0105ff9410f9d7d6568f599d5fe1a826e2999c4a7956a3"
|
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