mbx/mb-project-info.git

"review_id","candidate_id","query_id","conceptual_gap_key","source_class","publisher","title","canonical_url","original_relevance_status","mapped_company_id","mapped_company_name","gap_types_addressed","semantic_verification_result","semantic_rationale","primary_source_status_after","gap_effect","claim_strength_after","formal_pool_effect","evidence_strength_effect","reviewed_at"
"N075-SEM-001","P0DISCR1-CAND-001","P0DISC-QUERY-001","STRONG_FIELD:ROBOT-GAP-CHAIN-001","EXCHANGE_OR_REGULATOR_FILING","深圳证券交易所","发行审核问询回复：机器人产品客户认证、定点与订单核查","https://disc.static.szse.cn/download/disc/disk03/finalpage/2026-05-19/26188182-330f-4372-ba4a-d34aef7643c3.PDF","DIRECT","COMPANY-40adef0365fbba15f1148bd9","中鼎股份-星汇传感","CUSTOMER|ORDER|MASS_PRODUCTION","VERIFIED_COMPANY_DIRECT","交易所问询回复可直接支持中鼎机器人产品认证、定点与小批量阶段，但不支持大批量订单。","PRIMARY_SOURCE_SEMANTICALLY_REVIEWED","GAP_REMAINS_OPEN_CONTENT_SCOPE_NARROWED_ONLY","PENDING_VERIFICATION_MAX_NO_UPGRADE","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE","2026-08-05T16:30:00+08:00"
"N075-SEM-002","P0DISCR1-CAND-002","P0DISC-QUERY-002","STRONG_FIELD:ROBOT-GAP-CHAIN-001","OFFICIAL_CONTRACT_TENDER_OR_CUSTOMER_NOTICE","中国政府采购网","具身机器人测试验证与质量提升更正公告","https://www.ccgp.gov.cn/cggg/zygg/gzgg/202604/t20260422_26440584.htm","POTENTIALLY_DIRECT","","","CUSTOMER","VERIFIED_INDUSTRY_CONTEXT_NOT_COMPANY_FACT","政府采购内容支持认证与测试基础设施存在，不能绑定具体机器人企业客户关系。","PRIMARY_SOURCE_SEMANTICALLY_REVIEWED","GAP_REMAINS_OPEN_CONTENT_SCOPE_NARROWED_ONLY","PENDING_VERIFICATION_MAX_NO_UPGRADE","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE","2026-08-05T16:30:00+08:00"
"N075-SEM-003","P0DISCR1-CAND-003","P0DISC-QUERY-003","STRONG_FIELD:ROBOT-GAP-CHAIN-002","OFFICIAL_CONTRACT_TENDER_OR_CUSTOMER_NOTICE","内蒙古自治区政府采购网","工业机器人应用与编程项目采购文件","https://www.ccgp-neimenggu.gov.cn/gpx-bid-file/TSET/zone/2024/10/27/project/gpx-template/402881ef97120b3c01983fa146a32e29.pdf?accessCode=0fb4a633b15d6e6b837909a2f642fff1","POTENTIALLY_DIRECT","","","ORDER","VERIFIED_INDUSTRY_CONTEXT_NOT_COMPANY_FACT","教学采购文件中的BOM与订单流程只可作为方法背景，不能作为产业链BOM或企业订单。","PRIMARY_SOURCE_SEMANTICALLY_REVIEWED","GAP_REMAINS_OPEN_CONTENT_SCOPE_NARROWED_ONLY","PENDING_VERIFICATION_MAX_NO_UPGRADE","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE","2026-08-05T16:30:00+08:00"
"N075-SEM-004","P0DISCR1-CAND-004","P0DISC-QUERY-004","STRONG_FIELD:ROBOT-GAP-CHAIN-002","OFFICIAL_CONTRACT_TENDER_OR_CUSTOMER_NOTICE","UK Find a Tender","Supply of UR12e and Grippers contract award notice","https://www.find-tender.service.gov.uk/Notice/003701-2026?origin=SearchResults&p=1","POTENTIALLY_DIRECT","COMPANY-7b2fdbe6e3f78188f1ac1d89","Universal Robots","ORDER|MASS_PRODUCTION","VERIFIED_COMPANY_PRODUCT_PROCUREMENT","官方中标公告可支持UR12e与夹爪采购事实；合同主体与金额边界按公告保留。","PRIMARY_SOURCE_SEMANTICALLY_REVIEWED","GAP_REMAINS_OPEN_CONTENT_SCOPE_NARROWED_ONLY","PENDING_VERIFICATION_MAX_NO_UPGRADE","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE","2026-08-05T16:30:00+08:00"
"N075-SEM-005","P0DISCR1-CAND-005","P0DISC-QUERY-005","STRONG_FIELD:ROBOT-GAP-COMPANY-001","EXCHANGE_OR_REGULATOR_FILING","上海证券交易所","机器人企业 2024 年半年度报告","https://big5.sse.com.cn/site/cht/www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2024-08-30/688165_20240830_7UCG.pdf","DIRECT","COMPANY-1972ffb340ad3833ca1779c7","埃夫特","REVENUE_PROFIT","VERIFIED_COMPANY_DIRECT","交易所半年度报告可直接支持机器人业务收入占比和毛利率，但时点为2024年上半年。","PRIMARY_SOURCE_SEMANTICALLY_REVIEWED","GAP_REMAINS_OPEN_CONTENT_SCOPE_NARROWED_ONLY","PENDING_VERIFICATION_MAX_NO_UPGRADE","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE","2026-08-05T16:30:00+08:00"
"N075-SEM-006","P0DISCR1-CAND-006","P0DISC-QUERY-006","STRONG_FIELD:ROBOT-GAP-COMPANY-001","COMPANY_IR_OR_ANNUAL_REPORT","Serve Robotics","Serve Robotics 2025 Form 10-K","https://investors.serverobotics.com/static-files/512f3220-c391-4a2e-89a6-1db57d6ba099","DIRECT","","","REVENUE_PROFIT","VERIFIED_EXTERNAL_COMPANY_UNMAPPED","Serve Robotics年报是公司直接经营口径，但该公司当前不在307家主表中，先保留为扩展候选。","PRIMARY_SOURCE_SEMANTICALLY_REVIEWED","GAP_REMAINS_OPEN_CONTENT_SCOPE_NARROWED_ONLY","PENDING_VERIFICATION_MAX_NO_UPGRADE","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE","2026-08-05T16:30:00+08:00"
"N075-SEM-007","P0DISCR1-CAND-007","P0DISC-QUERY-007","STRONG_FIELD:ROBOT-GAP-MARKET-001","OFFICIAL_INDUSTRY_BODY_OR_REPORT_PUBLISHER","International Federation of Robotics","International Federation of Robotics World Robotics 2025","https://ifr.org/worldrobotics/report-2025","DIRECT","","","REVENUE_PROFIT","VERIFIED_MARKET_PRIMARY","IFR原始报告入口可支持市场安装与销量口径，不映射为单家公司收入或销量。","PRIMARY_SOURCE_SEMANTICALLY_REVIEWED","GAP_REMAINS_OPEN_CONTENT_SCOPE_NARROWED_ONLY","PENDING_VERIFICATION_MAX_NO_UPGRADE","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE","2026-08-05T16:30:00+08:00"
"N075-SEM-008","P0DISCR1-CAND-008","P0DISC-QUERY-008","STRONG_FIELD:ROBOT-GAP-MARKET-001","OFFICIAL_INDUSTRY_BODY_OR_REPORT_PUBLISHER","Omdia","Omdia humanoid robot shipment forecast","https://omdia.tech.informa.com/pr/2024/jul/omdia-global-humanoid-robot-shipments-to-exceed-10000-units-by-2027-and-reach-38000-units-in-2030","DIRECT","","","REVENUE_PROFIT","VERIFIED_MARKET_FORECAST_PRIMARY","Omdia官方预测可支持人形出货预测口径，不能替代实际出货或企业业绩。","PRIMARY_SOURCE_SEMANTICALLY_REVIEWED","GAP_REMAINS_OPEN_CONTENT_SCOPE_NARROWED_ONLY","PENDING_VERIFICATION_MAX_NO_UPGRADE","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE","2026-08-05T16:30:00+08:00"
"N075-SEM-009","P0DISCR1-CAND-009","P0DISC-QUERY-009","STRONG_FIELD:ROBOT-GAP-MODEL-001","OFFICIAL_PRODUCT_OR_TECHNICAL_DOCUMENT","Xiaomi Robotics","Xiaomi-Robotics-1","https://robotics.xiaomi.com/xiaomi-robotics-1.html","DIRECT","COMPANY-ed0ecc1cefa680fe82666281","小米集团","","VERIFIED_COMPANY_TECHNICAL_PRIMARY","小米机器人官方技术页可支持模型与数据规模的公司自述，不支持客户、订单或收入，因此不计入本轮七类商业缺口回补。","PRIMARY_SOURCE_SEMANTICALLY_REVIEWED","GAP_REMAINS_OPEN_CONTENT_SCOPE_NARROWED_ONLY","PENDING_VERIFICATION_MAX_NO_UPGRADE","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE","2026-08-05T16:30:00+08:00"
"N075-SEM-010","P0DISCR1-CAND-010","P0DISC-QUERY-010","STRONG_FIELD:ROBOT-GAP-MODEL-001","OFFICIAL_PRODUCT_OR_TECHNICAL_DOCUMENT","European Commission CORDIS","HYPER foundation AGI model for industrial robots project report","https://cordis.europa.eu/project/id/101218436/reporting","DIRECT","","","","VERIFIED_TECHNICAL_CONTEXT_NOT_COMPANY_FACT","欧盟项目报告可支持工业机器人模型集成研究，不映射为OEM销售或客户采购，因此不计入本轮七类商业缺口回补。","PRIMARY_SOURCE_SEMANTICALLY_REVIEWED","GAP_REMAINS_OPEN_CONTENT_SCOPE_NARROWED_ONLY","PENDING_VERIFICATION_MAX_NO_UPGRADE","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE","2026-08-05T16:30:00+08:00"
"N075-SEM-011","P0DISCR1-CAND-011","P0DISC-QUERY-011","STRONG_FIELD:ROBOT-GAP-PRODUCT-001","OFFICIAL_PRODUCT_OR_TECHNICAL_DOCUMENT","华为云","华为云具身智能开发平台 CloudRobo 产品介绍","https://support.huaweicloud.com/productdesc-cloudrobo/%E5%85%B7%E8%BA%AB%E6%99%BA%E8%83%BD%E5%BC%80%E5%8F%91%E5%B9%B3%E5%8F%B0CloudRobo%20%E4%BA%A7%E5%93%81%E4%BB%8B%E7%BB%8D-pdf.pdf","DIRECT","","","","VERIFIED_PRODUCT_PRIMARY_UNMAPPED","华为云产品文档可支持CloudRobo能力；华为不在当前307家主表，也不计入本轮七类商业缺口回补。","PRIMARY_SOURCE_SEMANTICALLY_REVIEWED","GAP_REMAINS_OPEN_CONTENT_SCOPE_NARROWED_ONLY","PENDING_VERIFICATION_MAX_NO_UPGRADE","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE","2026-08-05T16:30:00+08:00"
"N075-SEM-012","P0DISCR1-CAND-012","P0DISC-QUERY-012","STRONG_FIELD:ROBOT-GAP-PRODUCT-001","OFFICIAL_CONTRACT_TENDER_OR_CUSTOMER_NOTICE","UK Find a Tender","Supply of UR12e and Grippers contract award notice","https://www.find-tender.service.gov.uk/Notice/003701-2026?origin=SearchResults&p=1","DIRECT","COMPANY-7b2fdbe6e3f78188f1ac1d89","Universal Robots","ORDER|MASS_PRODUCTION","DUPLICATE_SOURCE_REUSED_FOR_PRODUCT_GAP","与CAND-004为同一采购公告，语义可复用但不计为第二个独立来源。","PRIMARY_SOURCE_DUPLICATE","GAP_REMAINS_OPEN_CONTENT_SCOPE_NARROWED_ONLY","PENDING_VERIFICATION_MAX_NO_UPGRADE","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE","2026-08-05T16:30:00+08:00"
"N075-SEM-013","P0DISCR1-CAND-013","P0DISC-QUERY-013","STRONG_FIELD:ROBOT-GAP-SUPPLY-001","OFFICIAL_CONTRACT_TENDER_OR_CUSTOMER_NOTICE","芜湖公共资源交易中心","机器人未来社区建设与重大应用示范项目开标信息","https://whsggzy.wuhu.gov.cn/whggzyjy/005/005020/005020002/20260109/b30d5428-9b5f-4695-ad18-3291e812a563.html","DIRECT","","","ORDER|MASS_PRODUCTION","VERIFIED_PROCUREMENT_PRIMARY_UNNAMED_SUPPLIER","开标信息支持数量与交付要求，但不能在未中标绑定时归入具体机器人企业。","PRIMARY_SOURCE_SEMANTICALLY_REVIEWED","GAP_REMAINS_OPEN_CONTENT_SCOPE_NARROWED_ONLY","PENDING_VERIFICATION_MAX_NO_UPGRADE","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE","2026-08-05T16:30:00+08:00"
"N075-SEM-014","P0DISCR1-CAND-014","P0DISC-QUERY-014","STRONG_FIELD:ROBOT-GAP-SUPPLY-001","OFFICIAL_CONTRACT_TENDER_OR_CUSTOMER_NOTICE","Ireland eTenders","Framework agreement for robotic equipment supply","https://www.etenders.gov.ie/epps/cft/prepareViewCfTWS.do?resourceId=7989959","DIRECT","","","ORDER","VERIFIED_PROCUREMENT_PRIMARY_NO_AWARD","框架采购入口支持需求存在，但未形成具体供应商订单或收入。","PRIMARY_SOURCE_SEMANTICALLY_REVIEWED","GAP_REMAINS_OPEN_CONTENT_SCOPE_NARROWED_ONLY","PENDING_VERIFICATION_MAX_NO_UPGRADE","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE","2026-08-05T16:30:00+08:00"