mbx/mb-project-info.git

node_row_id,task_id,case_id,batch_id,run_id,node_order,track_code,subindustry_node_code,subindustry_name,selection_bucket,primary_region,jurisdiction,global_comparator,scope_boundary,value_chain_role,technology_framework,market_evidence_fact_id,incremental_company_count,bounded_queue_count,node_company_status,coverage_claim,schema_version,review_status
NEB2-NODE-01,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,1,BATTERY,BAT_RESOURCE_MATERIAL,资源与主材,资源与主材,MAINLAND_CHINA,CN,SEPARATE_CONTEXT_ONLY,纳入锂资源、锂盐、正极/负极、电解液和隔膜的直接生产经营；排除一般化工、采购方、客户和题材关联。,上游资源与锂盐连接电芯材料成本，四大主材分别承担离子载体、电极反应、离子传导与安全隔离功能。,锂盐—正负极—电解液—隔膜分层；不同材料、规格与应用场景不得合并为单一价格或产能口径。,EVF-MKT-BAT-03,1,0,INCREMENTAL_INCLUDED,NONE_INCREMENTAL_EVIDENCED_POOL_ONLY,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
NEB2-NODE-02,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,2,BATTERY,BAT_CELL,电芯制造,电芯制造,MAINLAND_CHINA,CN,SEPARATE_CONTEXT_ONLY,纳入动力或储能电芯的研发、生产和销售；模组、Pack、整车和单纯电池材料分别分账。,电芯把材料体系转化为可用电化学单元，是动力与储能系统的核心制造环节。,动力与储能应用分账；磷酸铁锂、三元等路线按应用、安全、寿命与成本约束比较。,EVF-MKT-BAT-01,1,0,INCREMENTAL_INCLUDED,NONE_INCREMENTAL_EVIDENCED_POOL_ONLY,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
NEB2-NODE-03,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,3,BATTERY,BAT_SYSTEM_COMPONENT,系统/部件/BMS-Pack,系统/部件/BMS-Pack,MAINLAND_CHINA,CN,SEPARATE_CONTEXT_ONLY,纳入电芯模组、Pack、BMS、结构件和系统集成的直接业务；排除仅使用电池的终端产品。,系统环节完成电芯成组、状态监测、热安全和应用适配，动力与储能的设计目标不可混用。,从电芯到模组、Pack、BMS和系统集成逐层识别；分部不可拆时降低暴露结论强度。,EVF-MKT-BAT-02,1,0,INCREMENTAL_INCLUDED,NONE_INCREMENTAL_EVIDENCED_POOL_ONLY,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
NEB2-NODE-04,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,4,BATTERY,BAT_EQUIPMENT_RECYCLE,设备与回收循环,设备与回收循环,MAINLAND_CHINA,CN,SEPARATE_CONTEXT_ONLY,纳入锂电前中后段专用设备、检测设备和电池回收处理的直接业务；通用施工、包装和自用项目不纳入。,设备支撑制造工序，回收环节处理退役电池与生产废料；两者的订单、产能和经济性口径必须分开。,设备按工序验证，回收按来源料、处理工艺与再生产品验证；仅有‘新能源’字样不足以确认角色。,EVF-MKT-BAT-01,0,10,HELD_BY_EVIDENCE_GAP,NONE_INCREMENTAL_EVIDENCED_POOL_ONLY,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
NEB2-NODE-05,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,5,SOLAR,SOL_SILICON_WAFER,硅料/硅片与材料,硅料/硅片与材料,MAINLAND_CHINA,CN,SEPARATE_CONTEXT_ONLY,纳入多晶硅、拉晶、硅棒/硅片和直接关键材料；电池片、组件和电站业务另列。,上游材料决定电池片的基础晶硅供给，产能必须区分名义、有效、在产与不同尺寸/导电类型。,硅料—拉晶—切片分层，N/P 型和尺寸规格分账；不以总产能替代可售合格产出。,EVF-MKT-SOL-01,1,0,INCREMENTAL_INCLUDED,NONE_INCREMENTAL_EVIDENCED_POOL_ONLY,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
NEB2-NODE-06,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,6,SOLAR,SOL_CELL_MODULE,电池片/组件,电池片/组件,MAINLAND_CHINA,CN,SEPARATE_CONTEXT_ONLY,纳入太阳能电池片和组件的直接制造销售；玻璃等辅材、逆变器与电站运营分别归桶。,电池片完成光电转换，组件完成封装和终端产品交付；技术效率、良率和出货口径需区分。,电池技术与组件产品分账，产能、产量、出货、并网装机不能互相替代。,EVF-MKT-SOL-01,1,0,INCREMENTAL_INCLUDED,NONE_INCREMENTAL_EVIDENCED_POOL_ONLY,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
NEB2-NODE-07,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,7,SOLAR,SOL_BALANCE_EQUIPMENT,设备/辅材/逆变器,设备/辅材/逆变器,MAINLAND_CHINA,CN,SEPARATE_CONTEXT_ONLY,纳入光伏专用设备、辅材和逆变器直接业务；通用工业品潜在用途和项目采购不纳入。,设备决定制造能力，辅材影响封装可靠性，逆变器承担直交流转换与系统控制，三者分别核验。,按设备、玻璃/胶膜等辅材、逆变器三个子层记录，不用组件需求替代各自产品证据。,EVF-MKT-SOL-01,1,0,INCREMENTAL_INCLUDED,NONE_INCREMENTAL_EVIDENCED_POOL_ONLY,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
NEB2-NODE-08,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,8,SOLAR,SOL_SYSTEM_STATION,系统集成/电站建设运营,系统集成/电站建设运营,MAINLAND_CHINA,CN,SEPARATE_CONTEXT_ONLY,纳入光伏 EPC、开发、建设、持有运营与发电收入；设备采购和内部自用电站不等于对外系统业务。,项目从开发、建设、并网到持有运营分阶段，工程收入和发电收入必须分账。,项目阶段、所有权和收入确认口径是核心；规划、在建、并网和运营不得静默合并。,EVF-MKT-SOL-02,1,0,INCREMENTAL_INCLUDED,NONE_INCREMENTAL_EVIDENCED_POOL_ONLY,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
NEB2-NODE-09,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,9,WIND,WND_COMPONENT,材料与关键零部件,材料与关键零部件,MAINLAND_CHINA,CN,SEPARATE_CONTEXT_ONLY,纳入叶片、铸锻件、主轴、轴承、齿轮箱等直接制造；通用材料和相邻工业品不纳入。,关键零部件连接整机技术平台与上游制造，产品规格、尺寸和认证决定可交付范围。,按叶片、铸锻、传动和轴承等子层识别，海陆产品、尺寸与交付周期分账。,EVF-MKT-WIND-01,1,0,INCREMENTAL_INCLUDED,NONE_INCREMENTAL_EVIDENCED_POOL_ONLY,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
NEB2-NODE-10,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,10,WIND,WND_TURBINE,整机,整机,MAINLAND_CHINA,CN,SEPARATE_CONTEXT_ONLY,纳入风力发电整机研发、制造、销售与随整机形成的直接服务；运营商和通用电气设备另列。,整机集成叶轮、传动、电气与控制系统，并承担交付、质保和部分运维责任。,海陆机型、平台功率、订单、交付和质保口径分账；采购或使用风机不构成整机业务。,EVF-MKT-WIND-01,0,10,HELD_BY_EVIDENCE_GAP,NONE_INCREMENTAL_EVIDENCED_POOL_ONLY,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
NEB2-NODE-11,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,11,WIND,WND_TOWER_CABLE_ENGINEERING,塔筒/海缆/工程配套,塔筒/海缆/工程配套,MAINLAND_CHINA,CN,SEPARATE_CONTEXT_ONLY,纳入塔筒、基础、海缆、吊装和风电工程直接业务；一般施工、钢管或项目相邻供应不纳入。,工程配套把设备连接到场址和电网，塔筒、海缆、基础与吊装的制造/施工能力分别验证。,海陆项目、制造与施工、订单与收入确认分账；通用工程资质不能替代风电直接业务。,EVF-MKT-WIND-01,0,9,HELD_BY_EVIDENCE_GAP,NONE_INCREMENTAL_EVIDENCED_POOL_ONLY,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
NEB2-NODE-12,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,12,WIND,WND_OPERATION_OM,项目运营与运维服务,项目运营与运维服务,MAINLAND_CHINA,CN,SEPARATE_CONTEXT_ONLY,纳入风电场持有运营和对外运维服务；核准、建设、并网、商运及运维收入分别记录。,运营环节把装机转化为发电量，利用小时、可利用率、消纳和电价共同影响经营事实。,项目阶段与海陆风分账，发电量和运维服务收入不互相替代。,EVF-MKT-WIND-02,1,0,INCREMENTAL_INCLUDED,NONE_INCREMENTAL_EVIDENCED_POOL_ONLY,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
NEB2-NODE-13,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,13,NUCLEAR,NUC_OPERATOR,运营商,运营商,MAINLAND_CHINA,CN,SEPARATE_CONTEXT_ONLY,仅纳入民用核电机组持有运营及公开高层运营指标；核准、在建、并网和商运严格分账。,运营商承担机组建设转运营后的发电与安全运行责任，本研究只处理公开聚合指标。,机组台数、装机、发电量与上网电量分别记录；不处理厂址安防、控制系统或敏感参数。,EVF-MKT-NUC-01,0,10,HELD_BY_EVIDENCE_GAP,NONE_INCREMENTAL_EVIDENCED_POOL_ONLY,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
NEB2-NODE-14,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,14,NUCLEAR,NUC_ENGINEERING_EPC,工程/EPC,工程/EPC,MAINLAND_CHINA,CN,SEPARATE_CONTEXT_ONLY,仅纳入民用核电工程设计、建设或总承包的直接公开业务；一般建材、防水和相邻施工不纳入核电 EPC。,工程环节连接核准、设计、施工和投运，合同阶段与收入确认需用正式披露核验。,只保留公开项目阶段和公司角色，不记录关键基础设施敏感细节。,EVF-MKT-NUC-2024,0,1,HELD_BY_EVIDENCE_GAP,NONE_INCREMENTAL_EVIDENCED_POOL_ONLY,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
NEB2-NODE-15,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,15,NUCLEAR,NUC_NI_CI_EQUIPMENT,核岛/常规岛主设备,核岛/常规岛主设备,MAINLAND_CHINA,CN,SEPARATE_CONTEXT_ONLY,纳入公开披露的民用核岛/常规岛主设备直接制造交付；通用设备潜在用途和采购方不纳入。,主设备与机组系统直接相关，公开产品、合同、交付与收入证据是公司资格基础。,只到公开产品类别和项目阶段，不处理非公开性能、布置、控制或脆弱性细节。,EVF-MKT-NUC-2024,0,0,HELD_BY_EVIDENCE_GAP,NONE_INCREMENTAL_EVIDENCED_POOL_ONLY,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
NEB2-NODE-16,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,16,NUCLEAR,NUC_COMPONENT_MATERIAL_ICT,核级部件/材料/仪控电气,核级部件/材料/仪控电气,MAINLAND_CHINA,CN,SEPARATE_CONTEXT_ONLY,纳入公开核级部件、材料、仪控和电气直接业务；一般工业产品、资质推测和潜在用途不纳入。,该环节依赖核级产品、认证或订单的明确公开证据，不能由公司能力或客户关系推断。,按部件、材料、仪控、电气分层；仅记录民用公开高层信息。,EVF-MKT-NUC-2024,0,10,HELD_BY_EVIDENCE_GAP,NONE_INCREMENTAL_EVIDENCED_POOL_ONLY,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW