mbx/mb-project-info.git

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"N073-P0-015","P0","N073-SRC-0229","HE-20260622-004","BODY_OEM_HARD_EVIDENCE","COMPANY-c7f34672dfb3ca571eae9dd5","Figure AI","Figure AI / BMW source package entry","https://www.press.bmwgroup.com/global/article/detail/T0455864EN/bmw-group-to-deploy-humanoid-robots-in-production-in-germany-for-the-first-time?language=en","data/public/robotics/body_oem_supply_chain/hard_evidence_20260622/sources_index.json","JSON_ITEM:HE-20260622-004","cc17992b840be47e69f4694b8ea71eebee1db5b7cdb0b5c512e52e51364614a4","6b6fed5496f29f1dfb55eed9f957421c1ba94ad5b42d65a051856fb521a64e37","OEM_CUSTOMER_SUPPLIER_RELATIONSHIP_AND_OPERATION","BMW客户侧公告补充Spartanburg 2025试点的10小时班次、3万台X3、9万个组件和约1250小时等运营口径；不披露合同金额、Figure收入或供应链。","CURATED_HARD_SOURCE_SEMANTIC_REVIEWED_PENDING_INDEPENDENT_CONFIRMATION","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE|CONTENT_ASSIMILATION_ONLY","COMPANY_CARD|OEM_RELATIONSHIP_TABLE|GAP_REGISTER"
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"N073-P0-017","P0","N073-SRC-0231","HE-20260622-006","BODY_OEM_HARD_EVIDENCE","COMPANY-30081094f2a8c83dd47b69fd","优必选","优必选 / Walker S source package entry","https://owebsite-cdn.ubtrobot.com/resources/file/2026/04/21/797179114676293.pdf","data/public/robotics/body_oem_supply_chain/hard_evidence_20260622/sources_index.json","JSON_ITEM:HE-20260622-006","cc17992b840be47e69f4694b8ea71eebee1db5b7cdb0b5c512e52e51364614a4","a5a4ac026dc49f3e577dc4be04584fcd150a851d3263420352e28c7227da807c","OEM_CUSTOMER_SUPPLIER_RELATIONSHIP_AND_OPERATION","优必选2025年报是全尺寸具身智能人形机器人收入、销量、毛利和产能的正式回源入口；倒算ASP不等同分型号售价。","CURATED_HARD_SOURCE_SEMANTIC_REVIEWED_PENDING_INDEPENDENT_CONFIRMATION","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE|CONTENT_ASSIMILATION_ONLY","COMPANY_CARD|OEM_RELATIONSHIP_TABLE|GAP_REGISTER"
"N073-P0-018","P0","N073-SRC-0232","HE-20260622-007","BODY_OEM_HARD_EVIDENCE","COMPANY-d387f3403ec78a0a4cc90e1f|COMPANY-ed71c3420dbf50a96a81a36c","江苏雷利-鼎智科技|智元机器人","江苏雷利 / 鼎智科技 / 智元 source package entry","https://www.dingsmotion.cn/show/123-250-1.html","data/public/robotics/body_oem_supply_chain/hard_evidence_20260622/sources_index.json","JSON_ITEM:HE-20260622-007","cc17992b840be47e69f4694b8ea71eebee1db5b7cdb0b5c512e52e51364614a4","6a4b83070b804d65397ea29871e312c86ea939e90d2edaaa4d34229a50292f09","OEM_CUSTOMER_SUPPLIER_RELATIONSHIP_AND_OPERATION","鼎智官网支持其获智元首届供应商大会优秀合作伙伴奖，以及PRSM和高性能伺服电机的参与方向；不支持供货金额、数量、份额或具体型号。","CURATED_HARD_SOURCE_SEMANTIC_REVIEWED_PENDING_INDEPENDENT_CONFIRMATION","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE|CONTENT_ASSIMILATION_ONLY","COMPANY_CARD|OEM_RELATIONSHIP_TABLE|GAP_REGISTER"
"N073-P0-019","P0","N073-SRC-0233","HE-20260622-008","BODY_OEM_HARD_EVIDENCE","COMPANY-d387f3403ec78a0a4cc90e1f","江苏雷利-鼎智科技","江苏雷利 / 鼎智科技 source package entry","https://file.finance.sina.com.cn/211.154.219.97%3A9494/MRGG/CNSESZ_STOCK/2025/2025-9/2025-09-18/11836121.PDF","data/public/robotics/body_oem_supply_chain/hard_evidence_20260622/sources_index.json","JSON_ITEM:HE-20260622-008","cc17992b840be47e69f4694b8ea71eebee1db5b7cdb0b5c512e52e51364614a4","9f1aa3ac9d759d2d90a046f9c1668fd6e3c86b659545fff3707c830f0966b7a7","OEM_CUSTOMER_SUPPLIER_RELATIONSHIP_AND_OPERATION","江苏雷利IR披露鼎智获评智元优秀供应商、与南京蔚蓝科技战略合作及机器人产品矩阵和灵巧手试点；IR不等同采购合同。","CURATED_HARD_SOURCE_SEMANTIC_REVIEWED_PENDING_INDEPENDENT_CONFIRMATION","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE|CONTENT_ASSIMILATION_ONLY","COMPANY_CARD|OEM_RELATIONSHIP_TABLE|GAP_REGISTER"
"N073-P0-020","P0","N073-SRC-0234","HE-20260622-009","BODY_OEM_HARD_EVIDENCE","COMPANY-99b6396dc634834c16956f33","雷赛智能","雷赛智能 source package entry","https://www.leisai.com/product_1073.html","data/public/robotics/body_oem_supply_chain/hard_evidence_20260622/sources_index.json","JSON_ITEM:HE-20260622-009","cc17992b840be47e69f4694b8ea71eebee1db5b7cdb0b5c512e52e51364614a4","df61324922b3854d5c3056f83929e615a591842919260849704c6acf72157194","OEM_CUSTOMER_SUPPLIER_RELATIONSHIP_AND_OPERATION","雷赛官网产品页支持无框电机、空心杯电机、编码器、驱动器、关节模组和灵巧手方案的产品矩阵；公司大规模交付自述不等同客户侧确认。","CURATED_HARD_SOURCE_SEMANTIC_REVIEWED_PENDING_INDEPENDENT_CONFIRMATION","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE|CONTENT_ASSIMILATION_ONLY","COMPANY_CARD|OEM_RELATIONSHIP_TABLE|GAP_REGISTER"
"N073-P0-021","P0","N073-SRC-0235","HE-20260622-010","BODY_OEM_HARD_EVIDENCE","COMPANY-99b6396dc634834c16956f33","雷赛智能","雷赛智能 source package entry","https://www.stcn.com/article/detail/3789013.html","data/public/robotics/body_oem_supply_chain/hard_evidence_20260622/sources_index.json","JSON_ITEM:HE-20260622-010","cc17992b840be47e69f4694b8ea71eebee1db5b7cdb0b5c512e52e51364614a4","64a4131d6ee8466daadac0ae8c413875bb24f452eb71e63cafc251ad30f513cf","OEM_CUSTOMER_SUPPLIER_RELATIONSHIP_AND_OPERATION","媒体转述提供雷赛无框力矩电机交付超12万台、获智元优秀供应商伙伴及模组/灵巧手批量供应线索；必须回到交易所公告或IR后才能作为强事实。","MEDIA_LEAD_ONLY_PRIMARY_BACKTRACE_REQUIRED","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE|CONTENT_ASSIMILATION_ONLY","COMPANY_CARD|OEM_RELATIONSHIP_TABLE|GAP_REGISTER"