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ANA-DEFENSE-COMPANY-ATLAS-20260803-014 / BATCH-014 批次摘要

1. 标识与输入

  • task_id=TASK-DEFENSE-COMPANY-ATLAS-BATCH014-20260803-001
  • case_id=ANA-DEFENSE-COMPANY-ATLAS-20260803-014
  • batch_id=BATCH-014
  • run_id=RUN-ANA-DEFENSE-COMPANY-ATLAS-20260803-014-BATCH-014-001
  • schema_id=DEFENSE_CANONICAL_V1_REPAIR_001
  • input_count=16
  • included_count=16
  • excluded_count=0
  • company_count=16
  • track_count=8
  • tier_count=T1_PRIMARY:8,T2_CANDIDATE:8
  • official_source_count=16

2. 原始资料、转换与证据

  • raw_pool_path=ana-data/cases/军工案例/raw/
  • raw_file_count=16
  • raw_hash_coverage=16_OF_16_SHA256_PRESENT_AND_MATCHED
  • conversion_status=16_OF_16_CONVERTED_INDEXED
  • evidence_fact_count=104
  • conflict_count=0
  • input_manifest_entry=manifest/case_input_manifest.csv
  • evidence_entry=evidence/case_evidence_map.csv

3. 三视图与缺口

  • industry_view_status=READY_FOR_REVIEW
  • market_view_status=READY_FOR_REVIEW
  • company_view_status=READY_FOR_REVIEW
  • human_doc_validation_entry=manifest/human_doc_validation_receipt.csv
  • unresolved_gap_count=16
  • unresolved_gap_status=UNKNOWN_NOT_PUBLICLY_VERIFIABLE
  • unresolved_gap_entry=evidence/unresolved_data_gap.csv
  • next_action_count=16
  • next_action_entry=manifest/next_action_list.csv

4. 独立研报采集接口

  • report_collection_status=DEFERRED_DAILY_AUTOMATION_TARGET_EXHAUSTED
  • report_collection_quota_date=2026-08-03
  • report_collection_automation_target_remaining=0
  • report_collection_hard_stop_buffer_used=NO
  • report_collection_formal_fact_reference_count=0

本批研报采集因当日自动化目标额度已用完而顺延，不占用硬停止缓冲；该接口不是官方年报正式执行的前置条件，未来研报包仍须与正式事实、分类和结论隔离。

5. 输出、边界与审核状态

  • output_entry=manifest/output_manifest.csv
  • result_entry=ana-data/result/军工案例/ANA-DEFENSE-COMPANY-ATLAS-20260803-014/result_index.md
  • valuation_market_interface=NOT_APPLICABLE_BATCH014_FIXED_INCREMENTAL_POOL_NO_MARKET_DATA
  • market_manifestation_gap_scan=NOT_APPLICABLE_BATCH014_FIXED_INCREMENTAL_POOL_NO_COVERAGE_CLAIM
  • coverage_claim=NONE_INCREMENTAL_FIXED_POOL_ONLY
  • review_status=PENDING_INDEPENDENT_REVIEW
  • predecessor_case=ANA-DEFENSE-COMPANY-ATLAS-20260803-013
  • predecessor_final_audit=AUDIT-ANA-DEFENSE-COMPANY-ATLAS-BATCH013-EXECUTION-OUTPUT-20260803-001=PASS/0/0/0
  • shared_prefix_protection=manifest/shared_prefix_protection.csv

所有正式事实只来自巨潮资讯网公开的2025年年度报告。客户采购、产能交付等未知字段统一使用UNKNOWN_NOT_PUBLICLY_VERIFIABLE。BATCH-014不含行情/估值数据，不做市场反向补漏。