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ANA-DEFENSE-COMPANY-ATLAS-20260805-025 / BATCH-025 批次摘要

1. 标识与输入

  • task_id=TASK-DEFENSE-COMPANY-ATLAS-BATCH025-20260805-001
  • case_id=ANA-DEFENSE-COMPANY-ATLAS-20260805-025
  • batch_id=BATCH-025
  • run_id=RUN-ANA-DEFENSE-COMPANY-ATLAS-20260805-025-BATCH-025-001
  • 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=PARTIAL_SUCCESS
  • report_collection_quota_date=2026-08-05
  • report_collection_requested=16
  • report_collection_success_unique=9
  • report_collection_gap_no_qualifying_report=7
  • report_collection_blocked_access_control=0
  • report_collection_hard_stop_buffer_used=NO
  • report_collection_package=ana-data/tmp/TASK-DEFENSE-REPORT-COLLECTION-BATCH025-20260805-001/
  • report_collection_formal_fact_reference_count=0

独立研报采集临时包完成9份合格PDF并保留7项无合格候选缺口；未使用硬停止缓冲。研报正文未解析，临时包不作为本批正式事实、分类或结论来源。

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-20260805-025/result_index.md
  • valuation_market_interface=NOT_APPLICABLE_BATCH025_FIXED_INCREMENTAL_POOL_NO_MARKET_DATA
  • market_manifestation_gap_scan=NOT_APPLICABLE_BATCH025_FIXED_INCREMENTAL_POOL_NO_COVERAGE_CLAIM
  • coverage_claim=NONE_INCREMENTAL_FIXED_POOL_ONLY
  • review_status=PENDING_INDEPENDENT_REVIEW
  • predecessor_case=ANA-DEFENSE-COMPANY-ATLAS-20260804-024
  • predecessor_final_audit=AUDIT-ANA-DEFENSE-COMPANY-ATLAS-BATCH024-EXECUTION-OUTPUT-E01-FINAL-REREVIEW-20260805-001=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-025不含行情/估值数据，不做市场反向补漏。