Cai
2026-08-20 f046e00dff100e7510089e4e568f2165ca8a199e
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"evidence_id","company_id","company_name","source_title","source_url","source_date","source_type","content_locator","fact_type","fact_text","value","unit","period","robot_chain_interpretation","evidence_boundary","status"
"N053-EV-001","COMPANY-e6b25f372328cceeeb9b5e80","汉威科技-苏州能斯达","汉威科技集团股份有限公司2025年半年度报告","https://static.cninfo.com.cn/finalpage/2025-08-29/1224604256.PDF","2025-08-29","CNINFO_OFFICIAL_DISCLOSURE","P10 L237-L242","PRODUCT_MATRIX","苏州能斯达已形成柔性微纳压力、压电、应变、织物及阵列等能力,并构建覆盖触觉、平衡、力控和嗅觉的机器人多维感知产品矩阵。","4|7","core_technologies|product_series","2025H1","公司已由单一柔性触觉器件扩展到多模态机器人感知解决方案。","产品矩阵和技术储备不等于所有产品均已量产或形成规模收入。","VERIFIED_PRIMARY_SOURCE_WITH_BOUNDARY"
"N053-EV-002","COMPANY-e6b25f372328cceeeb9b5e80","汉威科技-苏州能斯达","汉威科技集团股份有限公司2025年半年度报告","https://static.cninfo.com.cn/finalpage/2025-08-29/1224604256.PDF","2025-08-29","CNINFO_OFFICIAL_DISCLOSURE","P10 L245-L248","DELIVERY_AND_CAPACITY_STAGE","具身智能机器人相关电子皮肤和触觉传感器已经小批量供货,高标准工程技术中心和自动化产线正在建设。","小批量","supply_stage","2025H1","公司已跨过纯研发阶段,但仍处在小批量交付和产能建设期。","未披露客户名称、供货数量、订单金额、产线投产时间和产能利用率。","VERIFIED_PRIMARY_SOURCE_WITH_BOUNDARY"
"N053-EV-003","COMPANY-e6b25f372328cceeeb9b5e80","汉威科技-苏州能斯达","汉威科技集团股份有限公司2025年半年度报告","https://static.cninfo.com.cn/finalpage/2025-08-29/1224604256.PDF","2025-08-29","CNINFO_OFFICIAL_DISCLOSURE","P9 L228-L235","ROBOT_SENSOR_ENTRY","公司自有MEMS制程的力敏应变片已向国内六维力传感器客户送样,IMU技术指标满足人形机器人要求并与多家企业开展合作对接。","送样|合作对接","commercial_stage","2025H1","汉威体系同时覆盖电子皮肤、上游力敏应变片和IMU,具备多点切入机器人感知链的条件。","送样和合作对接不等于定点、批量采购或收入确认。","VERIFIED_PRIMARY_SOURCE_WITH_BOUNDARY"
"N053-EV-004","COMPANY-e6b25f372328cceeeb9b5e80","汉威科技-苏州能斯达","汉威科技集团股份有限公司2025年半年度报告","https://static.cninfo.com.cn/finalpage/2025-08-29/1224604256.PDF","2025-08-29","CNINFO_OFFICIAL_DISCLOSURE","P7-P9 L151-L160;L210-L214","FINANCIAL_SCALE_AND_GAP","汉威科技2025年上半年营业收入11.769亿元、归母净利润5907万元,但报告未单列机器人电子皮肤、力传感或IMU业务收入与利润。","1176927440.32|59073242.22","CNY_revenue|CNY_net_profit","2025H1","公司总体经营规模可确认,机器人感知业务的财务贡献仍需后续分部披露。","不得用公司整体营收和利润替代机器人相关业务收入、毛利或利润。","OPEN_HIGH_VALUE_GAP"
"N053-EV-005","COMPANY-f2fe1c39393957c4aafdcae3","福莱新材","福莱新材2026年1月投资者关系活动记录表","https://pdf.dfcfw.com/pdf/H22_AN202601301818582773_1.pdf","2026-01-30","OFFICIAL_DISCLOSURE_MIRROR","P1-P2 L51-L63","SOLUTION_SCOPE","公司不仅提供单一传感器硬件,还将材料、硬件、电路和算法组合为触觉解决方案,并曾协助客户实现机器人胸前大面积触觉感知。","硬件+算法","solution_scope","2026-01","福莱新材的价值环节已从柔性材料延伸到可直接对接机器人应用的触觉系统。","单一客户案例未披露客户名称、合同金额或规模化复制情况。","VERIFIED_PRIMARY_SOURCE_WITH_BOUNDARY"
"N053-EV-006","COMPANY-f2fe1c39393957c4aafdcae3","福莱新材","福莱新材2026年1月投资者关系活动记录表","https://pdf.dfcfw.com/pdf/H22_AN202601301818582773_1.pdf","2026-01-30","OFFICIAL_DISCLOSURE_MIRROR","P2 L64-L73","CUSTOMER_AND_DELIVERY_STAGE","公司披露北美客户覆盖人形机器人、具身智能、灵巧手和垂类应用,已与多家客户合作并完成小批量订单交付;人形机器人电子皮肤已进入批量交付阶段。","小批量|批量交付","delivery_stage","2026-01","柔性传感器已从送样验证推进到实际订单交付,商业化阶段明显前移。","客户名称、订单数量、金额、退货或复购情况均未披露。","VERIFIED_PRIMARY_SOURCE_WITH_BOUNDARY"
"N053-EV-007","COMPANY-f2fe1c39393957c4aafdcae3","福莱新材","福莱新材2026年1月投资者关系活动记录表","https://pdf.dfcfw.com/pdf/H22_AN202601301818582773_1.pdf","2026-01-30","OFFICIAL_DISCLOSURE_MIRROR","P2 L74-L82","BATCH_ORDER","电子皮肤产品已获得多家客户认可并实现批量订单交付,产品集成芯片和算法以输出接触、力和纹理等状态判断。","多家客户","batch_order_stage","2026-01","公司已形成材料、传感器、芯片和算法协同的产品化交付能力。","“多家客户”和“批量订单”仍缺具名客户、逐单数量、金额与确认收入。","VERIFIED_PRIMARY_SOURCE_WITH_BOUNDARY"
"N053-EV-008","COMPANY-f2fe1c39393957c4aafdcae3","福莱新材","福莱新材2026年1月投资者关系活动记录表","https://pdf.dfcfw.com/pdf/H22_AN202601301818582773_1.pdf","2026-01-30","OFFICIAL_DISCLOSURE_MIRROR","P3 L83-L89","DELIVERY_AND_CAPACITY","公司2025年一季度建成并投产中试线,已向客户交付千套触觉传感器;第三代电子皮肤处于量产准备,规划正式产线达产后年产能突破万套。","1000|10000+","delivered_sets|planned_annual_capacity_sets","2025Q1-2026Q1","已出现交付量和明确产能规划,可用于跟踪从中试到规模化的转折。","千套交付不等于全部为同一客户;万套为规划产能,不是当前实际产量或销量。","VERIFIED_PRIMARY_SOURCE_WITH_BOUNDARY"
"N053-EV-009","COMPANY-11d1fb9f575b222fe9e399fe","灵心巧手","德清“造手”领跑全球 灵心巧手开启量产新篇章","https://dqnews.zjol.com.cn/dqnews/system/2026/03/12/035171905.shtml","2026-03-12","LOCAL_GOVERNMENT_NEWS","L11","CUMULATIVE_DELIVERY","德清新闻网报道灵心巧手截至2026年3月累计交付灵巧手超过1万套,应用于科研探索与高端工业场景。","10000+","sets","as_of_2026-03","累计交付规模显示公司已进入实质商业化,而非仅有样机或产品目录。","地方政府新闻并非审计报表;未披露逐年确认口径、客户明细、退货和收入。","VERIFIED_GOVERNMENT_SOURCE_WITH_BOUNDARY"
"N053-EV-010","COMPANY-11d1fb9f575b222fe9e399fe","灵心巧手","德清“造手”领跑全球 灵心巧手开启量产新篇章","https://dqnews.zjol.com.cn/dqnews/system/2026/03/12/035171905.shtml","2026-03-12","LOCAL_GOVERNMENT_NEWS","L11","FACTORY_RAMP","莫干山年产3万套灵巧手超级工厂已试投产,现场十余台设备运行;另一新场地预计2026年二季度投入使用。","30000|10+","planned_annual_capacity_sets|operating_machines","2026-03","公司正在建立规模制造底座,产能扩张方向明确。","年产3万套是项目目标,试投产和设备运行不等于达到设计产能。","VERIFIED_GOVERNMENT_SOURCE_WITH_BOUNDARY"
"N053-EV-011","COMPANY-11d1fb9f575b222fe9e399fe","灵心巧手","德清“造手”领跑全球 灵心巧手开启量产新篇章","https://dqnews.zjol.com.cn/dqnews/system/2026/03/12/035171905.shtml","2026-03-12","LOCAL_GOVERNMENT_NEWS","L11","DELIVERY_PLAN","公司计划2026年实现5万至10万台年度交付规模。","50000-100000","planned_annual_deliveries","2026 plan","该目标可作为未来交付验证基准,用来跟踪工厂爬坡是否兑现。","这是公司计划,不是已取得订单、实际出货或收入指引。","FORWARD_LOOKING_PLAN_WITH_BOUNDARY"
"N053-EV-012","COMPANY-11d1fb9f575b222fe9e399fe","灵心巧手","震裕科技关于2026年度日常关联交易预计的公告","https://disc.static.szse.cn/download/disc/disk03/finalpage/2025-12-25/d05b529b-5b64-47f0-9dd0-9cb2dc5591ad.PDF","2025-12-25","SZSE_OFFICIAL_DISCLOSURE","P1 L27-L53","SUPPLIER_PROCUREMENT_PLAN","震裕科技预计2026年向灵心巧手销售人形机器人手臂轻量化零部件、结构件产品及人形组装,预计金额5000万元;截至披露日和上年实际金额均为0。","5000|0|0","10k_CNY_expected|current_actual|prior_year_actual","2026 estimate","披露验证了灵心巧手的潜在上游采购与装配扩张方向,同时给出尚未发生交易的清晰边界。","预计关联交易上限不是已签订单、采购承诺、已交付或灵心巧手收入。","VERIFIED_PRIMARY_SOURCE_WITH_BOUNDARY"
"N053-EV-013","COMPANY-0916da0a79cee8dfbdc4d409","因时机器人","因时机器人公司简介与发展历程","https://www.inspire-robots.com/about%20us/profile/","2026-08-01","COMPANY_OFFICIAL_WEBSITE","L63-L85","CUMULATIVE_DELIVERY","公司官网称2025年灵巧手销量超过1万台,2024年仿人五指灵巧手交付近2000台,并已进入多家头部机器人企业。","10000+|2000","2025_sales_units|2024_delivery_units","2024-2025","官网口径显示因时已跨过小批量阶段,交付规模显著提升。","企业官网自述未提供审计口径、客户逐项采购量、价格或收入确认。","COMPANY_OFFICIAL_CLAIM_WITH_BOUNDARY"
"N053-EV-014","COMPANY-0916da0a79cee8dfbdc4d409","因时机器人","宇树科技首次公开发行股票并在科创板上市申请文件","https://pdf.dfcfw.com/pdf/H2_AN202603201820669961_1.pdf?t=1780349240532","2026-03-20","EXCHANGE_FILING_MIRROR","P133/P163 L4904-L4917;L5991-L5999","NAMED_CUSTOMER_PROCUREMENT","宇树科技披露其2025年1至9月向因时机器人采购灵巧手1210件、金额1720万元;2024年采购197件、金额297.70万元。","1210|1720|197|297.70","units_2025YTD|10k_CNY_2025YTD|units_2024|10k_CNY_2024","2024-2025M9","这是具名客户、采购数量和金额同时闭环的高价值供应关系证据。","采购金额来自宇树口径,不能直接等同因时机器人全年收入或净利润。","VERIFIED_CUSTOMER_PRIMARY_DISCLOSURE_WITH_BOUNDARY"
"N053-EV-015","COMPANY-0916da0a79cee8dfbdc4d409","因时机器人","宇树科技首次公开发行股票并在科创板上市申请文件","https://pdf.dfcfw.com/pdf/H2_AN202603201820669961_1.pdf?t=1780349240532","2026-03-20","EXCHANGE_FILING_MIRROR","P163 L5997-L6010","DOWNSTREAM_INTEGRATION","宇树采购因时灵巧手后,经过测试、PCB装配等系统集成,向杭州赫瓦、北京朝元时代及部分海外客户销售相关人形机器人产品。","3+","downstream_customer_groups","2024-2025M9","因时产品已通过宇树集成进入真实人形机器人交付链,供应关系并非单纯样品。","下游客户是宇树的客户,不能转写为因时机器人的直接客户;宇树相关销售额也不是因时收入。","VERIFIED_CUSTOMER_PRIMARY_DISCLOSURE_WITH_BOUNDARY"
"N053-EV-016","COMPANY-0916da0a79cee8dfbdc4d409","因时机器人","深圳技术大学机器人竞赛工作室灵巧手采购结果公告","https://bidding.sztu.edu.cn/info/1164/11841.htm","2024-12-06","PUBLIC_PROCUREMENT_RESULT","L27-L41","PUBLIC_PROCUREMENT","深圳技术大学采购2个灵巧手,成交供应商为深圳市因时机器人科技有限公司,成交金额9.6万元。","2|96000","units|CNY","2024-12","公开采购结果提供了因时产品在科研教育场景的可核验交付与批次价格。","单笔定制采购的平均价格不能外推为公司统一ASP、批量售价或毛利率。","VERIFIED_PUBLIC_PROCUREMENT_WITH_BOUNDARY"