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| "event_id","event_date","disclosed_at","disclosed_at_basis","subject_id","event_type","fact_text","source_ref_type","source_ref_id","source_locator","affected_scope","representative_subjects","claim_status","followup_action","review_status"
| "EVENT-118102cc921bd2ab69ff2014","2025-08-08","2025-08-08","SOURCE_MATERIAL_DATE_NOT_PRIMARY_DISCLOSURE_DATE","ROBOT_INDUSTRY","行业框架启动","政策推动、本体厂展示、Tesla V3 预期、智元大会、国内机器人展示流畅度提升同时出现","SOURCE_SNAPSHOT_ROW","SSR-50362cbd1488ed0a9f59319e","机器人产业进展时间线.md#L52","政策、本体、执行器、轻量化、视觉、大脑","Tesla、智元、宇树、奥比中光等","SOURCE_CANDIDATE_R1_NOT_PRIMARY_VERIFIED","把政策、本体厂发布会、供应商参会名单回源","PENDING_INDEPENDENT_EXECUTION_REVIEW"
| "EVENT-ee97f5b4c7b93ebcbc74517b","2025-08-19","2025-08-19","SOURCE_MATERIAL_DATE_NOT_PRIMARY_DISCLOSURE_DATE","ROBOT_INDUSTRY","跨行业热度扩散","人形机器人作为多行业联合路演主题出现，说明资金关注从单一机器人扩散到设备、商业航天等高景气主题","SOURCE_SNAPSHOT_ROW","SSR-50362cbd1488ed0a9f59319e","机器人产业进展时间线.md#L53","设备、工业链、机器人制造","机器人设备、PCB 设备国产化","SOURCE_CANDIDATE_R2_NOT_PRIMARY_VERIFIED","仅保留机器人相关段落，不把 PCB 结论混入机器人供应链","PENDING_INDEPENDENT_EXECUTION_REVIEW"
| "EVENT-002edd411336e74cca125093","2025-08-20","2025-08-20","SOURCE_MATERIAL_DATE_NOT_PRIMARY_DISCLOSURE_DATE","ROBOT_INDUSTRY","框架成型","产业研究从供给端技术变化扩展到需求端场景落地，强调政策、应用、Tesla 三代和国内本体厂共同驱动","SOURCE_SNAPSHOT_ROW","SSR-50362cbd1488ed0a9f59319e","机器人产业进展时间线.md#L54","总体框架、应用场景、执行器、视觉、轻量化","Tesla、国内本体厂、奥比中光、三花等","SOURCE_CANDIDATE_R1_NOT_PRIMARY_VERIFIED","将“供给端 + 需求端”纳入总览层框架","PENDING_INDEPENDENT_EXECUTION_REVIEW"
| "EVENT-9eb5f4147a122df1d6320c62","2025-09-13","2025-09-13","SOURCE_MATERIAL_DATE_NOT_PRIMARY_DISCLOSURE_DATE","ROBOT_INDUSTRY","轻量化材料专题","PEEK + 碳纤维复合被作为轻量化重要方向，线索提到从灵巧手扩展到丝杠、结构件等潜在部位","SOURCE_SNAPSHOT_ROW","SSR-50362cbd1488ed0a9f59319e","机器人产业进展时间线.md#L55","轻量化材料、结构件、灵巧手、丝杠","PEEK / 碳纤维材料链","SOURCE_CANDIDATE_R2_NOT_PRIMARY_VERIFIED","回源材料公司产品、客户认证、单机用量和价格","PENDING_INDEPENDENT_EXECUTION_REVIEW"
| "EVENT-d253c2a4e9dba719a505b51e","2025-09-17","2025-09-17","SOURCE_MATERIAL_DATE_NOT_PRIMARY_DISCLOSURE_DATE","ROBOT_INDUSTRY","个股超预期逻辑","板块层面预期较满，真正机会来自本体厂、零部件和公司执行力的超预期；灵巧手、减速器、电机、大脑被反复提及","SOURCE_SNAPSHOT_ROW","SSR-50362cbd1488ed0a9f59319e","机器人产业进展时间线.md#L56","灵巧手、减速器、电机、大小脑","Tesla、国内本体厂、灵巧手总成商","SOURCE_CANDIDATE_R1_NOT_PRIMARY_VERIFIED","把“公司执行力”加到公司档案评价字段","PENDING_INDEPENDENT_EXECUTION_REVIEW"
| "EVENT-da123a252ce62a5850680fb2","2025-09-18","2025-09-18","SOURCE_MATERIAL_DATE_NOT_PRIMARY_DISCLOSURE_DATE","ROBOT_INDUSTRY","产能准备和主升浪判断","会议线索称多个环节开始做 10 万台级产能准备，市场预期从两三万台向更高产能验证演进","SOURCE_SNAPSHOT_ROW","SSR-50362cbd1488ed0a9f59319e","机器人产业进展时间线.md#L57","产能、丝杠、减速器、结构件","浙江荣泰等 T 链材料 / 结构线索","SOURCE_CANDIDATE_R2_NOT_PRIMARY_VERIFIED","产能数字必须回源公告、募投、环评、设备采购","PENDING_INDEPENDENT_EXECUTION_REVIEW"
| "EVENT-e3fd75ebf244cf6304feb729","2025-09-19","2025-09-19","SOURCE_MATERIAL_DATE_NOT_PRIMARY_DISCLOSURE_DATE","ROBOT_INDUSTRY","Tesla 审厂催化","审厂、V3 发布、摆线针轮、轻量化、灵巧手、大脑和模型成为同一轮 T 链交易主线","SOURCE_SNAPSHOT_ROW","SSR-50362cbd1488ed0a9f59319e","机器人产业进展时间线.md#L58","Tesla 链、摆线针轮、轻量化、灵巧手、大脑","Tesla、北特、轻量化材料、奥比中光等","SOURCE_CANDIDATE_R1_NOT_PRIMARY_VERIFIED","建立 Tesla 审厂线索表，逐项区分审厂、送样、定点、订单","PENDING_INDEPENDENT_EXECUTION_REVIEW"
| "EVENT-58af1ca2f62f0d3496a2e213","2025-09-22","2025-09-22","SOURCE_MATERIAL_DATE_NOT_PRIMARY_DISCLOSURE_DATE","ROBOT_INDUSTRY","龙头和灵巧手扩散","四季度催化包括 Tesla 新一代机器人、审厂、量产预期；灵巧手被认为具备高 ASP 和高预期差","SOURCE_SNAPSHOT_ROW","SSR-50362cbd1488ed0a9f59319e","机器人产业进展时间线.md#L59","灵巧手、总成、执行器、电机、减速器","拓普、三花、均胜、灵巧手链条","SOURCE_CANDIDATE_R1_NOT_PRIMARY_VERIFIED","回源灵巧手自由度、总成方案、单价、供货阶段","PENDING_INDEPENDENT_EXECUTION_REVIEW"
| "EVENT-0051f1c0137ba290351f668d","2025-10-20","2025-10-20","SOURCE_MATERIAL_DATE_NOT_PRIMARY_DISCLOSURE_DATE","ROBOT_INDUSTRY","海外产能与新产品拓展","线索提到部分公司从国内生产推进到海外工厂生产，泰国、墨西哥等海外产能成为供应链验证点","SOURCE_SNAPSHOT_ROW","SSR-50362cbd1488ed0a9f59319e","机器人产业进展时间线.md#L60","海外产能、结构件、丝杠、模组","新剑、恒立、艾柯迪、新泉等转写线索","SOURCE_CANDIDATE_R2/R3_NOT_PRIMARY_VERIFIED","公司名转写误差较大，优先核实海外工厂、产能和客户","PENDING_INDEPENDENT_EXECUTION_REVIEW"
| "EVENT-046abe40bebb0e96472a7abb","2025-10-21","2025-10-21","SOURCE_MATERIAL_DATE_NOT_PRIMARY_DISCLOSURE_DATE","ROBOT_INDUSTRY","国产政策和本体链扩散","国产链 Q4 重点在十五五政策、技术研发、场景应用、金融和资本支持，大脑 / 小脑被纳入政策突破方向","SOURCE_SNAPSHOT_ROW","SSR-50362cbd1488ed0a9f59319e","机器人产业进展时间线.md#L61","国产本体、政策、大脑、小脑、传感器、减速器","宇树、智元、优必选、国产供应链","SOURCE_CANDIDATE_R1_NOT_PRIMARY_VERIFIED","建立国产本体商供应链和政策催化清单","PENDING_INDEPENDENT_EXECUTION_REVIEW"
| "EVENT-1509e3628c842e8928b76a2c","2025-11-05","2025-11-05","SOURCE_MATERIAL_DATE_NOT_PRIMARY_DISCLOSURE_DATE","ROBOT_INDUSTRY","调整后精选龙头","调整被解释为交易层面波动，产业趋势未变；关注核心资产和新增供应商边际变化，东华测试等力传感线索出现","SOURCE_SNAPSHOT_ROW","SSR-50362cbd1488ed0a9f59319e","机器人产业进展时间线.md#L62","力传感器、电机、供应商资质、小脑","东华测试、柯力、安培龙、新时达等","SOURCE_CANDIDATE_R1_NOT_PRIMARY_VERIFIED","将东华测试等补入力觉 / 小脑待验证字段","PENDING_INDEPENDENT_EXECUTION_REVIEW"
| "EVENT-edcc53278907fd05568cbac0","2025-11-06","2025-11-06","SOURCE_MATERIAL_DATE_NOT_PRIMARY_DISCLOSURE_DATE","ROBOT_INDUSTRY","龙头配置和细分龙头","类比新能源车早期，强调高波动阶段配置龙头；细分赛道龙头比纯概念更重要","SOURCE_SNAPSHOT_ROW","SSR-50362cbd1488ed0a9f59319e","机器人产业进展时间线.md#L63","核心零部件、工业链、量产、龙头公司","各环节龙头、奥比中光等","SOURCE_CANDIDATE_R1_NOT_PRIMARY_VERIFIED","回填到“核心环节盈利模式与话语权横向对比”","PENDING_INDEPENDENT_EXECUTION_REVIEW"
| "EVENT-4a8b42e7b138eb650e67e19a","2025-11-11","2025-11-11","SOURCE_MATERIAL_DATE_NOT_PRIMARY_DISCLOSURE_DATE","ROBOT_INDUSTRY","灵巧手专题强化","Tesla 股东大会、人形产品展示、小鹏新一代产品带动灵巧手、柔性皮肤、22 自由度、固态电池等线索","SOURCE_SNAPSHOT_ROW","SSR-50362cbd1488ed0a9f59319e","机器人产业进展时间线.md#L64","灵巧手、触觉、柔性皮肤、小型减速器、电池","Tesla、小鹏、灵巧手供应链","SOURCE_CANDIDATE_R1_NOT_PRIMARY_VERIFIED","单独补灵巧手路线：自由度、驱动、传动、触觉、寿命、ASP","PENDING_INDEPENDENT_EXECUTION_REVIEW"
| "EVENT-63713d679081cb81b7bd7eee","2025-11-22","2025-11-22","SOURCE_MATERIAL_DATE_NOT_PRIMARY_DISCLOSURE_DATE","ROBOT_INDUSTRY","具身大脑专题","机器人算法从模型驱动转向数据驱动，强调数据获取、安全、共训练、物理 AI、评测系统","SOURCE_SNAPSHOT_ROW","SSR-50362cbd1488ed0a9f59319e","机器人产业进展时间线.md#L65","大脑、模型、数据闭环、仿真、评测","智元、通用机器人、模型平台方","SOURCE_CANDIDATE_R1_NOT_PRIMARY_VERIFIED","回填到机器人模型与模型协同、软件与智能系统文档","PENDING_INDEPENDENT_EXECUTION_REVIEW"
| "EVENT-064dc958bec23bb6eba7cd60","2025-12-10","2025-12-10","SOURCE_MATERIAL_DATE_NOT_PRIMARY_DISCLOSURE_DATE","ROBOT_INDUSTRY","Tesla V3 锁定线索","会议线索称 12 月审厂与过往不同，重点从工程验证转向后端检测、蓝皮书和 V3 硬件标准锁定","SOURCE_SNAPSHOT_ROW","SSR-50362cbd1488ed0a9f59319e","机器人产业进展时间线.md#L66","Tesla 链、检测设备、硬件定型、订单验证","Tesla、T 链核心供应商","SOURCE_CANDIDATE_R1_NOT_PRIMARY_VERIFIED","建立 Tesla 审厂 / 蓝皮书 / 定点 / 订单分层字段","PENDING_INDEPENDENT_EXECUTION_REVIEW"
| "EVENT-18ce1ee2a6db07e6161d5fa1","2026-01-03","2026-01-03","SOURCE_MATERIAL_DATE_NOT_PRIMARY_DISCLOSURE_DATE","ROBOT_INDUSTRY","主题转实际投资","V3 定型后进入一到十阶段，执行器总成、头部模组、灵巧手、大脑 / 小脑成为 2026 核心主线","SOURCE_SNAPSHOT_ROW","SSR-50362cbd1488ed0a9f59319e","机器人产业进展时间线.md#L67","总成、灵巧手、头部模组、大小脑","拓普、三花、均胜、蓝思、智元、宇树","SOURCE_CANDIDATE_R1_NOT_PRIMARY_VERIFIED","把“零件到总成”的 ASP 抬升逻辑纳入公司档案","PENDING_INDEPENDENT_EXECUTION_REVIEW"
| "EVENT-dcc99e8d7c001313c7fef9a0","2026-01-17","2026-01-17","SOURCE_MATERIAL_DATE_NOT_PRIMARY_DISCLOSURE_DATE","ROBOT_INDUSTRY","电机专题","电机从成熟行业变成机器人专用环节，重点是微型化、空心杯 / 微型无框、控制一体化和模组能力","SOURCE_SNAPSHOT_ROW","SSR-50362cbd1488ed0a9f59319e","机器人产业进展时间线.md#L68","电机、驱控、关节模组、灵巧手","鸣志、雷赛、步科、江苏雷利 / 鼎智等","SOURCE_CANDIDATE_R1_NOT_PRIMARY_VERIFIED","回填电机产业链文档的技术路线和客户验证字段","PENDING_INDEPENDENT_EXECUTION_REVIEW"
| "EVENT-0dd6da0cd02ae341184e7e3b","2026-01-19","2026-01-19","SOURCE_MATERIAL_DATE_NOT_PRIMARY_DISCLOSURE_DATE","ROBOT_INDUSTRY","灵巧手深度专题","灵巧手成为从“能走”到“能干活”的关键，技术路线尚未收敛，传动、电机、触觉、散热、成本和寿命都是约束","SOURCE_SNAPSHOT_ROW","SSR-50362cbd1488ed0a9f59319e","机器人产业进展时间线.md#L69","灵巧手、空心杯、电机、微型丝杠、传感器、控制","Tesla Optimus、Figure、灵巧手厂商","SOURCE_CANDIDATE_R1_NOT_PRIMARY_VERIFIED","形成灵巧手二次补证清单：价格、寿命、出货、客户","PENDING_INDEPENDENT_EXECUTION_REVIEW"
| "EVENT-a7407918ff9fe1d0520836c5","2026-05-09","2026-05-09","SOURCE_MATERIAL_DATE_NOT_PRIMARY_DISCLOSURE_DATE","ROBOT_INDUSTRY","量产爬坡和分化","1X、Figure、Tesla 被放在同一量产爬坡观察框架；转写出现 Figure 周产 50-60、月产约 150，以及 Tesla 5-6 月供应链订单、7 月 SOP 的前置观察线索，同时强调量产能力、海外产能、成本控制、应用和大脑决定中长期分化","SOURCE_SNAPSHOT_ROW","SSR-50362cbd1488ed0a9f59319e","机器人产业进展时间线.md#L70","本体厂、产能、供应链分化、大脑和应用","1X、Figure、Tesla、T 链龙头","SOURCE_CANDIDATE_R2/R3_NOT_PRIMARY_VERIFIED","回源 1X / Figure 产能、Tesla 供应商订单、国家电网采购和客户部署","PENDING_INDEPENDENT_EXECUTION_REVIEW"
| "EVENT-6851c71a68bec3949d40fdd8","2026-05-30","2026-05-30","SOURCE_MATERIAL_DATE_NOT_PRIMARY_DISCLOSURE_DATE","ROBOT_INDUSTRY","T 链订单重启和结构 / 电子皮肤线索","线索称机器人少量订单开始重启；岱美、新泉、福赛等出现北美交流、结构件 / 覆盖件扩品、电子皮肤 ASP、送样或小批订单线索","SOURCE_SNAPSHOT_ROW","SSR-50362cbd1488ed0a9f59319e","机器人产业进展时间线.md#L71","结构件、覆盖件、电子皮肤、灵巧手、北美产能","岱美股份、新泉股份、福赛科技、伟创相关线索","SOURCE_CANDIDATE_R2/R3_NOT_PRIMARY_VERIFIED","回源客户代码、件号、ASP、硬模、小批订单、北美建厂和 V3 / V4 边界","PENDING_INDEPENDENT_EXECUTION_REVIEW"
| "EVENT-838c4ec1b2216521b44b08ed","2026-06-05","2026-06-05","SOURCE_MATERIAL_DATE_NOT_PRIMARY_DISCLOSURE_DATE","ROBOT_INDUSTRY","Tesla V3 A 供和排产细化","线索称 7 月周产约 50、9 月月产 1,000 台以上、Q4 月产约 3,000-5,000；丝杠、谐波、电机、手部电机和结构件供应画像进一步清晰，并解释 PPA 主要用于锁定瓶颈产能","SOURCE_SNAPSHOT_ROW","SSR-50362cbd1488ed0a9f59319e","机器人产业进展时间线.md#L72","Tesla V3、丝杠、谐波、电机、结构件、PPA / 硬模","恒立、新剑、绿的谐波、科力尔、拓普、三花、恒帅、岱美、新泉、福赛","SOURCE_CANDIDATE_R2_NOT_PRIMARY_VERIFIED","回源月度排产、PPA、定标、硬模、订单、份额、产能和收入确认","PENDING_INDEPENDENT_EXECUTION_REVIEW"
| "EVENT-9aa33435835514d48bf7e40d","2026-06-25","2026-06-25","SOURCE_MATERIAL_DATE_NOT_PRIMARY_DISCLOSURE_DATE","ROBOT_INDUSTRY","物理 AI 框架深化","物理 AI 被定义为从理解世界走向改变世界，技术路线集中于 VLA、世界模型和仿真 / 训练场，载体包括人形机器人、自动驾驶和工业自动化","SOURCE_SNAPSHOT_ROW","SSR-50362cbd1488ed0a9f59319e","机器人产业进展时间线.md#L73","模型、大脑、数据、仿真、训练工具、应用场景","Physical Intelligence、NVIDIA、Google DeepMind、OpenAI、Tesla 等","SOURCE_CANDIDATE_R2_NOT_PRIMARY_VERIFIED","回源官方技术报告、模型输入输出、市场规模、真实客户和商业收费","PENDING_INDEPENDENT_EXECUTION_REVIEW"
| "EVENT-da00434d35ad20b11f171a1c","2026-07-02","2026-07-02","SOURCE_MATERIAL_DATE_NOT_PRIMARY_DISCLOSURE_DATE","ROBOT_INDUSTRY","Tesla 量产验证","线索称 Tesla 机器人放量需要硬件制造、端侧芯片、大模型三条线；供应商 6 月定点确认、7 月 SOP、滚动订单成为焦点","SOURCE_SNAPSHOT_ROW","SSR-50362cbd1488ed0a9f59319e","机器人产业进展时间线.md#L74","Tesla 量产、端侧芯片、模型、丝杠、减速器、产能","Tesla、北特、T 链供应商、AI5 / AI6","SOURCE_CANDIDATE_R1/R2_NOT_PRIMARY_VERIFIED","对定点、SOP、月度订单、Fremont / Texas 产能做最高优先级回源","PENDING_INDEPENDENT_EXECUTION_REVIEW"
| "EVENT-b1372b8b0911dbf9c8333955","2026-07-04","2026-07-04","SOURCE_MATERIAL_DATE_NOT_PRIMARY_DISCLOSURE_DATE","ROBOT_INDUSTRY","减速器和新型关节催化","线索称 Tesla 美国工厂改造和供应链交付稳步推进；双环传动 / 环动科技被列为机器人减速器核心候选，新型减速器可能用于腰 / 髋等关节优化","SOURCE_SNAPSHOT_ROW","SSR-50362cbd1488ed0a9f59319e","机器人产业进展时间线.md#L75","减速器、关节模组、Tesla 量产","双环传动、环动科技、Tesla、宇树等","SOURCE_CANDIDATE_R2_NOT_PRIMARY_VERIFIED","回源环动科技财务、减速器产品和型号、Tesla 客户证据、量产订单和安装部位","PENDING_INDEPENDENT_EXECUTION_REVIEW"
| "EVENT-45a567908b7c47db4b09405e","2026-07-06","2026-07-06","SOURCE_MATERIAL_DATE_NOT_PRIMARY_DISCLOSURE_DATE","ROBOT_INDUSTRY","情绪修复与 V3 窗口交易","材料明确把本轮上涨主要归因于资金和情绪修复，而非基本面大幅反转；产业线索包括 Musk 参观 Fremont 机器人产线、V3 发布 / 量产指引预期在 7 月底至 8 月初、后续 PPA 和新订单是关键验证项","SOURCE_SNAPSHOT_ROW","SSR-50362cbd1488ed0a9f59319e","机器人产业进展时间线.md#L76","Tesla V3、力传感器、灵巧手电机、谐波、国产工业场景","Tesla、安培龙、兆威机电、绿的谐波、恒立液压、永创智能等线索","SOURCE_CANDIDATE_R2/R3_NOT_PRIMARY_VERIFIED","回源 Musk 原始发文、V3 发布、PPA / 订单、力传感器 BOM、绿的扩产、永创订单和宇树上市进展","PENDING_INDEPENDENT_EXECUTION_REVIEW"
| "EVENT-77979a65af19f1dbd279b3d2","2026-07-07","2026-07-07","SOURCE_MATERIAL_DATE_NOT_PRIMARY_DISCLOSURE_DATE","ROBOT_INDUSTRY","Tesla 产线安装和供应链名单扩容","线索称 5 月底第三版方案已过内部大评审，直线、旋转、灵巧手等核心模块的重要公司基本定下；6-7 月结构件 / 外观件等零件开始定点；Fremont 首条产线到厂安装，后续约 40 条产线待安装，7-8 月量产窗口未延后","SOURCE_SNAPSHOT_ROW","SSR-50362cbd1488ed0a9f59319e","机器人产业进展时间线.md#L77","Tesla 产线、定点、手部电机、结构件 / 覆盖件、髋部减速器","Tesla、恒帅股份、鸣志电器、新泉股份、模塑科技、科达利、拓普集团、三花智控、浙江荣泰、恒立液压","SOURCE_CANDIDATE_R2_NOT_PRIMARY_VERIFIED","回源 Tesla / Lars Moravy 访谈、Fremont 产线、PPA、硬模、定点通知、订单和收入确认","PENDING_INDEPENDENT_EXECUTION_REVIEW"
| "EVENT-ced55e4b900b1dd56b56dc16","2026-07-08","2026-07-08","SOURCE_MATERIAL_DATE_NOT_PRIMARY_DISCLOSURE_DATE","ROBOT_INDUSTRY","量产节奏分歧与远期产能准备","转写称 Musk 展示工厂、Model S/X 停产并向人形机器人调整产线；周产 1,000 台目标有所延后、年底前 V3 实现量产；供应商为下一年周产 1 万台、约年产 50 万台做产能准备，部分进入 PPAP、收到小批订单或开硬模。国产链上市和优必选订单被列为并行催化","SOURCE_SNAPSHOT_ROW","SSR-50362cbd1488ed0a9f59319e","机器人产业进展时间线.md#L78","Tesla V3、产线改造、PPAP、产能、结构件、手部电机、电子皮肤、国产本体","Tesla、模塑科技、恒帅股份、拓普、三花、新泉、岱美、鸣志、优必选、宇树等","SOURCE_CANDIDATE_R2/R3_NOT_PRIMARY_VERIFIED","回源 Musk 原文和 Model S/X 改线；区分 PPA 与 PPAP；核实周产目标、正式订单、硬模、供应商产能和国产本体订单","PENDING_INDEPENDENT_EXECUTION_REVIEW"
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