data: add 青枫浦上Q video transcripts and minutes

Cai

2026-08-29 e8f8034be44f16234bfb55ab072ee86e3c9bebdc

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"queue_rank","company_id","company_name","source_mode","deepening_fact_count","content_state","confirmed_increment","remaining_high_value_gap","next_valid_trigger","formal_pool_effect","evidence_strength_effect"
"33","COMPANY-7d8f973fa8b84073a57d587f","东华测试","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","P0：机器人客户是谁，处于送样、联调、定点、小批量还是批量？；客户侧公告、合资公告、供应链确认","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"34","COMPANY-17eaf58f2c7285b4e115e54a","丰立智能","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","P1：与英搏尔的传动模块合作是否形成产品型号、订单金额、收入确认？；合作公告后续进展、英搏尔/丰立 IR","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"35","COMPANY-66a9532c0606cd5f896b19dc","光洋股份","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","供货周期：成熟项目安全库存约 1 个月；机器人项目未披露；需要样件、A/B/C 样、PPAP / SOP 或批量交付节点","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"36","COMPANY-420a0651b45c5b52a0437364","国茂股份","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","RV 减速器：子公司国茂精密主营含 RV 减速器研发、生产、销售；工业机器人和自动化场景相关，份额未披露；A/C","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"37","COMPANY-aea7c9a80acf09f1e6f2418d","豪能股份","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","重庆豪能增资：公告称增资用于机器人减速机产能扩充、智能化产线建设等；说明公司有产能投入意图；具体年产能和利用率未披露；A","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"38","COMPANY-10e2333975a2ea6d6ff1f5d3","龙溪股份","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","归母净利润：1.69 亿元，同比 +34.52%；-24.25 万元，同比 -100.81%；2026Q1 归母受金融资产公允价值变动拖累，不能只看表观归母","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"39","COMPANY-0eb037f51b95ad7c736823d7","南京工艺","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","P0：行星滚柱丝杠产能、产量、良率、寿命和 ASP 是多少？；产品手册、检测报告、报价/采购公告","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"40","COMPANY-0a3bc8730d5d42cbe856e96a","帕西尼","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","收入 / 毛利：未披露；融资材料、访谈","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"41","COMPANY-eaf87eb8fe1f87016746a246","强脑科技","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","价格：未披露；产品页、采购公告","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"42","COMPANY-ab5305820736141e05f7974a","双林股份","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","P0：人形机器人反向式 PRSM 样件是否已交付，是否转为客户定点或小批量？；公司公告、IR、客户侧资料","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"43","COMPANY-fd20c919a4936325e36ee10d","斯菱智驱","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","P0：机器人零部件实际收入、毛利和订单是否已经确认？；年报原文、公告、IR、交易所问答","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"44","COMPANY-c776b8310eec6abd96c1e7ea","苏轴股份","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","P0：谐波减速器用薄壁交叉圆柱滚子轴承研发完成后是否进入客户验证或量产？；产品手册、客户送样记录、公告","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"45","COMPANY-3852779ea508500d9e5119a2","他山科技","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","出货量：未披露；访谈、融资材料","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"46","COMPANY-d0462e74e6ad9918af45bfb5","夏厦精密","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","精密减速机：同样已有供货线索；公司 2025 年减速机及其他收入约 1.62 亿元；收入中可能包含非机器人业务，不能全归因机器人；A/C","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"47","COMPANY-8cb755b5db1da718c2363004","星汇传感","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","客户供货量：未披露；定点转量产公告","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"48","COMPANY-8cb17c178d28aefbec1e86c6","优仕特","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","P1：与南京工艺、博特精工、海外 Rollvis/GSA/Ewellix 相比，优仕特的差异化在哪里？；横向规格表、客户验证","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"49","COMPANY-d4c6dd3f72bfca5a34ff96f4","猿声科技","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","收入 / 毛利：未披露；融资材料、访谈","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"50","COMPANY-d88b322fad808b72365299c6","长盛轴承","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","P0：机器人相关收入占比不足 1% 的具体金额、产品和客户是什么？；年报原文、半年报、IR 原文","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"51","COMPANY-56c3654f21e48147ae27a9cc","兆丰股份","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","中游：汽车轮毂轴承；公司主业，已累计开发 5500 余种轮毂轴承产品为研报口径；现金流和制造基础，不能等同机器人轴承","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"52","COMPANY-40adef0365fbba15f1148bd9","中鼎股份-星汇传感","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","星汇传感收入 / 利润：未披露；2025 年；A；中鼎持股 35%、权益法核算，需单独资料验证","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"53","COMPANY-a770b8a5ad012ce957470a4c","1X Technologies","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","P0：NEO 正式售价、订阅模式、预订数量和首批交付台数是多少？；官方销售页面、客户资料","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"54","COMPANY-715edf8ba8729420cd4d1ce8","ABB","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","客户：汽车、电子、一般工业客户广；人形客户未披露。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"55","COMPANY-261aaeac362dc4d476a93aff","Agility Robotics","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","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","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"56","COMPANY-3b39ea849059759fec1b4586","Apptronik","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","P0：Apollo 在 Mercedes/Jabil 等客户部署台数、合同金额和任务良率是多少？；客户侧资料、公司公告","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"57","COMPANY-1b72e7810c45b1ea062d5ad5","Boston Dynamics","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","P0：Electric Atlas 是否有正式客户、部署台数和量产时间？；官方新闻、客户侧资料","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"58","COMPANY-2645a36c613ba9a88de899ec","FANUC","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","客户：汽车、电子、机床和一般工业客户广；人形客户未披露。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"59","COMPANY-c7f34672dfb3ca571eae9dd5","Figure AI","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","P0：Figure 02/03 BOM 和供应商名单是什么？；供应商公告、拆机、客户侧资料","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"60","COMPANY-dd4963ab9570256e0e6aa657","KUKA","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","客户 / 部署：汽车和一般工业客户基础强，中国区和美的体系协同需补。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"61","COMPANY-91aa803ab0181616e8e09b29","Mitsubishi Electric","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","P0：Factory Automation 中机器人、伺服、PLC 收入和利润拆分。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"62","COMPANY-1508325d5114b4b9f0325b35","Omron","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","P0：PLC/传感/安全件在机器人产线中的单机价值量。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"63","COMPANY-38d4838441ff12c792ba8ffb","Sanctuary AI","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","P0：遥操作比例和单位经济性如何？；运维数据、客户访谈","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"64","COMPANY-08bec4c8747cb512b4ef0a29","Tesla Optimus","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","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","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"65","COMPANY-7b2fdbe6e3f78188f1ac1d89","Universal Robots","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","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","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"66","COMPANY-c7298c56cf3bef14f3f28066","Yaskawa","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","客户：汽车、电子、一般工业客户广；人形客户未披露。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"67","COMPANY-1972ffb340ad3833ca1779c7","埃夫特","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","人形 / 具身收入：未披露；不可外推","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"68","COMPANY-cf4ec9a3c33afd0fac700977","遨博智能","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","ASP / 寿命 / 交付：分型号 ASP、寿命、售后和交付周期未披露；渠道价格只能作为线索，不能写成批量成交价。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"69","COMPANY-74a32081e4af353a2d77c357","傅利叶智能","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","BOM / 供应商：未披露；拆机、供应商公告","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"70","COMPANY-1904c656b5282003a0a16840","海康威视-海康机器人","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","3D 视觉产品出货和客户：未披露；产品手册、IR、客户案例","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"71","COMPANY-83d812abb5091112d2f386a3","节卡机器人","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","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。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"72","COMPANY-814fbc154298ecaf6cc21d93","开普勒机器人","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","BOM / 供应商：未披露；拆机和供应商公告","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"73","COMPANY-e2b85836124786cc5849ec84","乐聚机器人","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","BOM / 供应商：未披露；拆机、供应商公告","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"74","COMPANY-0ac944ec91b046449b0c5c93","珞石机器人","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","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。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"75","COMPANY-ed0ecc1cefa680fe82666281","小米集团","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","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","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"76","COMPANY-d15ff95eec38ec81fef4957f","小鹏汽车","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","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","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"77","COMPANY-1eb315289e891f705deb94f8","新时达","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","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","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"78","COMPANY-bbc41366a5a7cf784f1ebedb","星动纪元","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","XHAND1 价格：未披露；官网、采购公告","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"79","COMPANY-30081094f2a8c83dd47b69fd","优必选","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","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","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"80","COMPANY-35826112ed957325dfd44955","宇树科技","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","供应商份额：未披露；零部件公司公告","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"81","COMPANY-f2eb5dfca6458c647ed83f68","越疆机器人","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","ASP / 寿命 / 交付：官网 / 渠道售价、分型号寿命、售后和交付周期需回源；零售价不能直接写成批量 ASP。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"82","COMPANY-ed71c3420dbf50a96a81a36c","智元机器人","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","审计收入 / 毛利：未披露；融资/上市材料","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"83","COMPANY-6314aca04d860cbb503281f2","众擎机器人","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","客户：未披露；客户案例、采购公告","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"84","COMPANY-c3fb302394e48fa308d0e794","恒锋工具","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","大类平均收入 / 件：约 460 元 / 件；仅为整体粗算，不能代表机器人齿轮刀具或冷挤压刀具 ASP","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"85","COMPANY-78d868135c23c537a9b7150d","日发精机","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","航空航天制造业：0.53 亿元；4.53%；未披露完整可比口径；体量小但增长较快","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"86","COMPANY-7417beca866c841eb65a247d","沃尔德","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","年度前五大客户：2025 年前五名客户销售额 1.98 亿元，占年度销售总额 26.23%，客户名称以“客户1”等匿名披露；中；客户集中度适中，年报未披露具体身份","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"87","COMPANY-6e4d09b2f41b78b8b84a0656","沃特股份","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","新材料设计产能：12.78 万吨/年；这是公司整体新材料产能，不能等同于 PEEK / PAEK 产能","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"88","COMPANY-5b08c98718aa167d858096ac","Arkema","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","P1：PEKK/PA11/Pebax 与 PEEK/PA12/TPU 在机器人部件中的取舍。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"89","COMPANY-78fe4a402ea19b4d5f0415bd","Denso","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","P1：与三花、银轮、盾安、Hanon、Mahle、Valeo 对标。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"90","COMPANY-c4a3ec689da94dcf0df1fbe0","Evonik","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","国产替代对标：国内 PEEK/PA12/PEBA 产业链提升。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"91","COMPANY-39dcdc9f5f56925cb4399da0","Hanon Systems","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","机器人液冷/热管理：功率密度和续航要求提高。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"92","COMPANY-6024f0bdbec7ae4ca8f0d052","Mahle","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","高功率密度机器人：关节电驱、AI 算力和电池温控需求。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"93","COMPANY-0a54971ee1403ee30e7c605e","Solvay","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","高端机器人材料：需要高耐磨、耐热、尺寸稳定和电气绝缘。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"94","COMPANY-be5ef310ffa63206bd47e0cd","Valeo","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","机器人热管理：高功率密度和小型化热系统需求。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"95","COMPANY-14076a945f79ebf37e497d3b","Victrex","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","人形机器人轻量化：PEEK 替代金属/普通塑料并验证寿命。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"96","COMPANY-03bf1ee66767c314bae45c30","爱柯迪","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","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","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"97","COMPANY-13184d8f52bb112d1d5c7361","宝钢股份","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","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","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"98","COMPANY-a5fe963a86d5719f86d6346c","宝武镁业-云海金属","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","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","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"99","COMPANY-8e161c79f9af225286f748a8","道明光学","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","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","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"100","COMPANY-5f6dbb6bb7d4196ab11caab9","得润电子","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","待验证字段：机器人客户、型号、供货量、ASP、弯折寿命、主供关系","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"101","COMPANY-28848062c31d6646285682c5","盾安环境","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","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","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"102","COMPANY-9be7d0c98a484c3f061d0982","福达股份","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","行星减速器：2025 年报公开摘要称公司加速行星减速器新兴业务布局；产品方向更清晰，但型号、客户和产能未披露；D","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"103","COMPANY-e9cb71c4f362afb17308fcb7","福晶科技","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","机器人收入：未披露；无单独口径；无法确认；A/E；客户侧资料或产品拆解","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"104","COMPANY-db8fe5e0a18858b4eccd9033","抚顺特钢","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","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","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"105","COMPANY-572697566727a248770237e6","光威复材","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","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","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"106","COMPANY-7597ffc1e2c8d99b9881a77e","广大特材","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","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。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"107","COMPANY-e0b7396a2e952d24f3aaabd5","国轩高科","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","是否进入机器人客户供应链：未披露；客户侧 BOM、定点公告","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"108","COMPANY-c1a4dfe7ccafcb2af937cd73","沪光股份","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","待验证字段：机器人客户、线束型号、弯折寿命、供货量、ASP、是否进入本体厂 BOM","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"109","COMPANY-14b8ef2bca531c10fcbfea39","华辰装备","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","交付周期：福立旺订单有一年内交付和首批 9 月交付口径；其他客户未披露；交付、安装调试和验收周期需跟踪","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"110","COMPANY-07789e6f98242296f512eb41","吉林化纤","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","机器人收入：未披露；无客户和金额；未确认；A/E；客户侧证据","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"111","COMPANY-88ef09e230670ecb4a321d01","金发科技","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","供货周期：年报称为满足改性塑料 7 天交付承诺需多备机台；机器人牌号认证周期和供货周期未披露","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"112","COMPANY-99a2a815e2cec9378b94cd2b","精锻科技","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","江苏太平洋智能关节：2025 年设立，注册资本 1 亿元，精锻科技持股 90%，天津爱码信持股 10%；是公司切入智能关节模组的平台，但收入尚未披露；A/D","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"113","COMPANY-246b3e86976fe2dd59790489","均胜电子","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","待验证字段：与智元合同金额原文、交付台数、是否作为供应商、均普智能产能进度、机器人收入和毛利","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"114","COMPANY-89839c8c5c68a1149cb13c80","卡倍亿","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","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","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"115","COMPANY-113e97deb06a1b7c3ab9cf8b","开特股份","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","机器人收入：未披露；年报附注、IR、合资公司财务、订单公告","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"116","COMPANY-fd0e6615ab7f008592336242","立中集团","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","机器人相关收入：未披露；无法确认","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"117","COMPANY-d49e6765da602b661d8ac4e7","凌云股份","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","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","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"118","COMPANY-686ee3148e21e68c976a760a","敏实集团","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","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","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"119","COMPANY-58ab3ea52378fb97f9b5e409","南京聚隆","PROJECT_PROFILE","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","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","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
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"147","COMPANY-d32972ddb579598493f3fbde","Google DeepMind机器人模型","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","商业收费：未充分披露；API、授权、联合开发","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"148","COMPANY-24bac1b51ada966e1c882c2f","GXO","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","RaaS 价格：未披露；合同或媒体深度报道","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"149","COMPANY-1ae9b9098cc7a23f401ca651","Hyundai-Hyundai Mobis","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","内部供应链分工：未充分披露；Boston Dynamics / Hyundai 后续资料","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"150","COMPANY-5313be216c8bb1fc30d89e00","Jabil","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","Apollo 生产数量：未披露；Apptronik / Jabil 后续公告","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"151","COMPANY-5cbf0b3eac51f5524b278def","Magna","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","订单金额：未披露；后续公告或财报补充","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"152","COMPANY-0e1d41eee73fe249f2e6168b","Mercado Libre机器人客户信息梳理","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","合同金额：未披露；客户案例、采访","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"153","COMPANY-26ca276cd3d3e181c556e71f","Mercedes-Benz","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","合同金额：未披露；公开合同、采访、财报","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"154","COMPANY-b8159be56626beb2f358617d","Microsoft机器人云与模型生态","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","合作范围：需要逐案区分；云、模型、投资、展示不能混同","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"155","COMPANY-2f96a041ee0e2c71eecbcd08","NVIDIA机器人生态","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","客户粘性：需要长期观察；看工具链标准化和开发者生态","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"156","COMPANY-6b3749693c24b7cb5193289b","OpenAI机器人模型","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","模型部署方式：云端、端侧、混合需区分；关注延迟、安全和成本","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"157","COMPANY-750c3ce569d5b99488d70ce9","Schaeffler机器人客户信息梳理","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","合同金额：未披露；后续公告","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"158","COMPANY-f580d14b421c9509dc7dc156","Sharpa","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","P0：价格、订单、交付、客户、整手寿命、良率和收入；P1：触觉性能、产能、供应链、模型收费、任务接管率和售后成本。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"159","COMPANY-91703f63016663c6575a6878","Toyota机器人制造协同信息梳理","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","是否采购 / 部署：未确认；后续客户案例","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"160","COMPANY-3efcce0038aee7ab235ba0fd","X-Era Lab","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","P0：千万小时与 5800 小时口径、真实/仿真占比、客户和部署；P1：模型参数、成功率、接管率、推理成本、融资和收费。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"161","COMPANY-e7e39157284887fef1a1d024","艾利特机器人","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","P0：协作机器人年度销量/收入、Centaur-G1 客户和交付、具身业务收入；P1：ASP、寿命、BOM、自研率、渠道活跃度、项目毛利、复购和 ROI。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"162","COMPANY-c1fd69f56551a4eaa512be61","艾图智能","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","P0：机器人型号、价格、测试客户、节拍、良率、人工替代、交付台数和回本期；P1：合资公司收入归属、软件收费、海外渠道、质保与售后成本。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"163","COMPANY-72d20e15a920dcf7d24ae382","佰维存储","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","毛利率：可用存储产品毛利率参考；需年报补数","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"164","COMPANY-4e0f3d49ec2cec1c84f57150","北京人形机器人创新中心","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","P0：商业收入、实际产量、付费客户、各合作阶段和软件收费；P1：股东治理、研发投入、本体 ASP、连续运行和平台下载到付费转化。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"165","COMPANY-77bac530d2f749afec97ed30","博众精工","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","智元机器人：产业链设备线索；研报 / 产业链资料；不能写成单机 BOM 供应商","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"166","COMPANY-f07813b0d063bdb6b13061ae","超维动力","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","P0：公司主体、客户、价格、任务 KPI、自主率和样机数量；P1：BOM、自研率、触觉寿命、关节可靠性、数据、模型效果和量产计划。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"167","COMPANY-a8483f051c9a110ad4eab0f2","大寰机器人","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","工业夹爪和 DH-5-6 的产销、产能、良率和利用率未披露。官网“快速交付”需用交期和库存验证。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"168","COMPANY-0c63215071864e07a135719d","大疆Livox","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","机器人客户收入：未公开；需案例或渠道数据","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"169","COMPANY-ec11858dc192aed8b75e162a","大晓机器人","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","A1 模组：面向机器人端侧的模型/计算模组；产品发布和生态合作；价格、功耗、量产客户未披露","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"170","COMPANY-af6370e120e576279bb2acd5","岱美股份","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","1. “部分结构件关键验证”的客户、件号、测试项目、验证结论和下一阶段是什么？","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"171","COMPANY-378f2a974179b622259382a6","戴盟机器人","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","P0：客户、出货、价格、寿命、良率、任务提升和模型收费；P1：产能利用率、数据规模与权属、跨本体泛化、收入毛利和售后。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"172","COMPANY-c5146e8a5659ab7e14706fc9","地瓜机器人","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","P0：功耗、售价、真实量产客户、芯片/板卡出货和毛利；P1：主体关系、供应链、长期供货、软件收入和 VLA 实测延迟。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"173","COMPANY-12d44e9d606c6bc8bcd5a930","方正电机","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","毛利率：可参考电机业务；需机器人专用产品验证","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"174","COMPANY-4c9ccd3d9fff526bfeb11c17","富佳股份","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","供货产品：未确认；回源公告和产业链资料","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"175","COMPANY-c26ab3922a603c8d54b28ad6","富兴电机","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","官网称年产电机突破 500 万台，属于所有电机品类。无框电机、关节模组和人形产品的产量、销量、利用率和良率未披露。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"176","COMPANY-348d5674fec45579d0ba2415","高擎动力","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","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。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"177","COMPANY-e7fa34fde7098faaf4709d21","工业富联","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","业务模式：EMS / 模组 / 系统集成需区分；需明确合作层级","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"178","COMPANY-eec6cf1e2c19228f1546bd8a","广东鸿图","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","毛利率：可参考压铸件业务；需机器人产品验证","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"179","COMPANY-11d85efff0837c66cce1aa7b","广和通","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","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。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"180","COMPANY-c2cbf4f3d7e8d41f0a931f65","国盛动力","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","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。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"181","COMPANY-738a9359700bb57ae85c27e9","海晨股份","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","合作类型：未确认；物流、仓储、供应链管理需拆分","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"182","COMPANY-ec37b76b5104203bfd677c6b","汉宇集团-同川科技","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","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","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"183","COMPANY-18e58c54b73ad4eb2191ec15","恒帅股份","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","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？","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"184","COMPANY-e245b7d1f4a109cc1f064303","华威科","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","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。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"185","COMPANY-e7492db0964923040dfae68b","极佳视界","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","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。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"186","COMPANY-ee3fe8ea6cd3d1cffd0ccbba","极智嘉","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","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。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"187","COMPANY-de6b71bf77ff4299e0b67075","加速进化","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","商业阶段：M2：产品开售，终端工业验证不足","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"188","COMPANY-87cfd9138f4cc4253c3df15e","江波龙","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","毛利率：可用公司存储产品毛利率参考；需年报补数","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"189","COMPANY-67f1c3be81fc99af951db682","巨蟹智能驱动","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","P0：客户、型号、订单、产销、收入、ASP、良率和利用率；P1：寿命、热衰减、精度、漂移、自产率、交付周期和售后。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"190","COMPANY-c90aa946b2e31208f24b8971","均普智能","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","交付周期：取决于项目复杂度；需客户项目资料","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"191","COMPANY-793cfe9949e2827745d8e7db","科达利","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","2. “约 100 万套谐波”是否能由公司或项目备案文件确认，具体型号和 ASP 是多少？","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"192","COMPANY-9b917c239d395415517fe9fd","科峰智能传动","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","P0：最新财务、分产品产销、工业/人形收入、客户与供货阶段；P1：ASP、寿命、回差、良率、利用率、交付周期和关节模组热性能。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"193","COMPANY-22b8d90db45fef1b3f06de40","蓝黛科技","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","供货产品：未确认；需确认传动件型号","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"194","COMPANY-d3aee9990c0a9e2fd30a01c6","蓝点触控","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","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。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"195","COMPANY-981090b355184106742260ea","蓝思科技","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","毛利率：可参考精密制造业务；需区分机器人与消费电子","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"196","COMPANY-39b80028fe3cf0d1af2ef8d8","朗尚传感","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","P0：机器人客户、产品、出货、收入、ASP 和供货阶段；P1：偏置稳定性、温漂、延迟、同步、寿命、良率和利用率。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"197","COMPANY-f54302f008c1718c80ee96de","力准传感","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","P0：人形客户、型号、销量、收入、ASP 和供货阶段；P1：精度、漂移、寿命、良率、产能利用率、应变片来源和交期。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"198","COMPANY-845a0c64d31e4df942d2571a","良质关节","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","P0：客户、13 个项目金额/数量、实际产量、利用率、良率和收入；P1：ASP、寿命、热衰减、返修、供货周期、产线折旧和现金流。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"199","COMPANY-cb1041ddf6123c373039522c","灵初智能","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","P0：客户、付费部署、模型装机、数据口径、收入和任务 KPI；P1：数据成本/权属、跨本体迁移、模型收费、算力成本、现金消耗和复购。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"200","COMPANY-1be0f0afb5487106eef47515","灵境智源","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","P0：客户、付费装机、售价、功耗、延迟测试条件、收入和出货；P1：2027 流片计划、工艺/IP、模型兼容、工具链、量产成本和售后。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"201","COMPANY-5f03b37d8cca57e131a2e79a","灵御智能","UPSTREAM_PROFILE_RECOVERED","5","FIVE_DIMENSION_CONTENT_DEEPENING_COMPLETED_WITH_OPEN_GAPS","产业链定位、产品/能力、客户/商业化、量化/运营和高价值缺口均形成逐行可复核记录","P0：京东采购/验收、门店和台数、任务成功率、自主率、人工接管、连续运行及 ROI；P1：TA2 售价、订单、产能、数据收费、模型客户和售后成本。","官方公告、年报、产品手册、客户侧披露、采购/订单或量产运营资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
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