candidate_fact_execution_id,case_id,batch_id,design_id,run_id,source_plan_id,source_fact_id,symbol,company_name,field_name,source_id,source_rel,source_doc_evidence_location,source_doc_fact_value_draft,primary_source_path_or_url,primary_source_evidence_location,fact_value,conclusion_strength,gap_id,impact_scope,review_status,execution_action,next_required_action,source_review_message
CFE-CORE8-20260704-001,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-001,EFT-CORE8-20260704-001-01,002747.SZ,埃斯顿,robot_positioning,SRC-ROBOT-CORE8-002747-SZ,公司档案/埃斯顿公司信息梳理.md,line 24,| 机器人相关定位 | 工业机器人本体、控制系统、自研伺服、具身智能工业应用 |,https://static.cninfo.com.cn/finalpage/2026-03-31/1225059898.PDF,"annual report pages 11-13 | note: CNINFO annual report pages 11-13: business covers motion-control core components, industrial robots, robot workstations, robot application solutions and intelligent manufacturing systems; pages 12-13 list industrial robot products and robot-special control/servo systems.","Industrial robot body, motion control, servo and intelligent manufacturing system fields are supported by CNINFO annual report.",PRIMARY_SOURCE_VERIFIED_SUPPORTS_SCOPE_OR_PRODUCT,CORE8_CANDIDATE_FACT_NEEDS_PRIMARY_CHECK,candidate inclusion and scope label,PRIMARY_SOURCE_VERIFIED_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,May be used as candidate-level scope/product evidence; still submit execution review before migration.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-002,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-002,EFT-CORE8-20260704-001-02,002747.SZ,埃斯顿,chain_segment,SRC-ROBOT-CORE8-002747-SZ,公司档案/埃斯顿公司信息梳理.md,line 32,| 一级环节 | 机器人本体与智能制造系统 |,https://static.cninfo.com.cn/finalpage/2026-03-31/1225059898.PDF,"annual report pages 11-13 | note: CNINFO annual report pages 11-13: business covers motion-control core components, industrial robots, robot workstations, robot application solutions and intelligent manufacturing systems; pages 12-13 list industrial robot products and robot-special control/servo systems.","Industrial robot body, motion control, servo and intelligent manufacturing system fields are supported by CNINFO annual report.",PRIMARY_SOURCE_VERIFIED_SUPPORTS_SCOPE_OR_PRODUCT,CORE8_CANDIDATE_FACT_NEEDS_PRIMARY_CHECK,subindustry mapping and migration target section,PRIMARY_SOURCE_VERIFIED_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,May be used as candidate-level scope/product evidence; still submit execution review before migration.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-003,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-003,EFT-CORE8-20260704-001-03,002747.SZ,埃斯顿,core_judgement,SRC-ROBOT-CORE8-002747-SZ,公司档案/埃斯顿公司信息梳理.md,line 26,| 分析标签 | 工业机器人国产龙头、出货第一、智能制造、具身工业场景 |,https://static.cninfo.com.cn/finalpage/2026-03-31/1225059898.PDF,"annual report pages 11-13 | note: CNINFO annual report pages 11-13: business covers motion-control core components, industrial robots, robot workstations, robot application solutions and intelligent manufacturing systems; pages 12-13 list industrial robot products and robot-special control/servo systems.","Industrial robot body, motion control, servo and intelligent manufacturing system fields are supported by CNINFO annual report.",PRIMARY_SOURCE_VERIFIED_SUPPORTS_SCOPE_OR_PRODUCT,CORE8_CANDIDATE_FACT_NEEDS_PRIMARY_CHECK,company readout boundary and investment-reading wording,PRIMARY_SOURCE_VERIFIED_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,May be used as candidate-level scope/product evidence; still submit execution review before migration.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-004,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-004,EFT-CORE8-20260704-001-04,002747.SZ,埃斯顿,robot_product_or_solution,SRC-ROBOT-CORE8-002747-SZ,公司档案/埃斯顿公司信息梳理.md,line 11,埃斯顿（002747.SZ）在机器人产业链中应放在 **工业机器人本体、运动控制、伺服驱动、智能制造系统和具身智能工业场景** 环节。它不是单纯的外供零部件公司，而是工业机器人本体厂和自动化解决方案商，控制器、伺服和机器人本体强耦合。,https://static.cninfo.com.cn/finalpage/2026-03-31/1225059898.PDF,"annual report pages 11-13 | note: CNINFO annual report pages 11-13: business covers motion-control core components, industrial robots, robot workstations, robot application solutions and intelligent manufacturing systems; pages 12-13 list industrial robot products and robot-special control/servo systems.","Industrial robot body, motion control, servo and intelligent manufacturing system fields are supported by CNINFO annual report.",PRIMARY_SOURCE_VERIFIED_SUPPORTS_SCOPE_OR_PRODUCT,CORE8_CANDIDATE_FACT_NEEDS_PRIMARY_CHECK,company product coverage and chain-link mapping,PRIMARY_SOURCE_VERIFIED_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,May be used as candidate-level scope/product evidence; still submit execution review before migration.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-005,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-005,EFT-CORE8-20260704-001-05,002747.SZ,埃斯顿,robot_revenue_or_order,SRC-ROBOT-CORE8-002747-SZ,公司档案/埃斯顿公司信息梳理.md,line 13,2025 年公司工业机器人及智能制造系统收入 39.97 亿元，占收入 81.77%；研报称 2025 年工业机器人出货量 3.34 万台、市占率 10.0%，国内出货位列第一。这个数据说明公司在工业机器人本体市场已经具备规模地位，但不能直接等同于人形机器人供应链收入。,https://static.cninfo.com.cn/finalpage/2026-03-31/1225059898.PDF,"annual report pages 11-13 | note: CNINFO annual report pages 11-13: business covers motion-control core components, industrial robots, robot workstations, robot application solutions and intelligent manufacturing systems; pages 12-13 list industrial robot products and robot-special control/servo systems.",Gap/boundary retained; no strong conclusion added.,GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE,CORE8_STRONG_FIELD_GAP_OR_BOUNDARY,strong field conclusions about revenue/order conversion,GAP_BOUNDARY_RETAINED_NOT_MIGRATION_EXECUTION,RETAIN_GAP_BOUNDARY,Keep gap id and impact scope; fill only if later official primary source discloses the field.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-006,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-006,EFT-CORE8-20260704-001-06,002747.SZ,埃斯顿,shipment_capacity_utilization,SRC-ROBOT-CORE8-002747-SZ,公司档案/埃斯顿公司信息梳理.md,line 13,2025 年公司工业机器人及智能制造系统收入 39.97 亿元，占收入 81.77%；研报称 2025 年工业机器人出货量 3.34 万台、市占率 10.0%，国内出货位列第一。这个数据说明公司在工业机器人本体市场已经具备规模地位，但不能直接等同于人形机器人供应链收入。,https://static.cninfo.com.cn/finalpage/2026-03-31/1225059898.PDF,"annual report pages 11-13 | note: CNINFO annual report pages 11-13: business covers motion-control core components, industrial robots, robot workstations, robot application solutions and intelligent manufacturing systems; pages 12-13 list industrial robot products and robot-special control/servo systems.",Gap/boundary retained; no strong conclusion added.,GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE,CORE8_STRONG_FIELD_GAP_OR_BOUNDARY,supply capability and capacity bottleneck judgment,GAP_BOUNDARY_RETAINED_NOT_MIGRATION_EXECUTION,RETAIN_GAP_BOUNDARY,Keep gap id and impact scope; fill only if later official primary source discloses the field.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-007,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-007,EFT-CORE8-20260704-001-07,002747.SZ,埃斯顿,customer_supply_status,SRC-ROBOT-CORE8-002747-SZ,公司档案/埃斯顿公司信息梳理.md,line 15,具身智能方面，公司公开表示将推进机器人与 AI 技术深度融合、开拓机器人增量市场、加速具身智能工业场景部署，但人形机器人收入、客户、订单金额和产品形态尚未披露。分析上应把埃斯顿视为“工业机器人国产龙头 + 控制驱动一体化能力 + 具身智能工业应用潜在受益者”，而不是纯人形机器人零部件标的。,https://static.cninfo.com.cn/finalpage/2026-03-31/1225059898.PDF,"annual report pages 11-13 | note: CNINFO annual report pages 11-13: business covers motion-control core components, industrial robots, robot workstations, robot application solutions and intelligent manufacturing systems; pages 12-13 list industrial robot products and robot-special control/servo systems.",Gap/boundary retained; no strong conclusion added.,GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE,CORE8_STRONG_FIELD_GAP_OR_BOUNDARY,"customer relationship, main-supplier and supply-chain status",GAP_BOUNDARY_RETAINED_NOT_MIGRATION_EXECUTION,RETAIN_GAP_BOUNDARY,Keep gap id and impact scope; fill only if later official primary source discloses the field.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-008,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-008,EFT-CORE8-20260704-001-08,002747.SZ,埃斯顿,asp_margin_lifetime,SRC-ROBOT-CORE8-002747-SZ,公司档案/埃斯顿公司信息梳理.md,line 36,| 产业链话语权 | 工业机器人本体出货规模较强；但系统集成项目制属性强，单台 ASP、毛利和客户议价仍需分型号拆解 |,https://static.cninfo.com.cn/finalpage/2026-03-31/1225059898.PDF,"annual report pages 11-13 | note: CNINFO annual report pages 11-13: business covers motion-control core components, industrial robots, robot workstations, robot application solutions and intelligent manufacturing systems; pages 12-13 list industrial robot products and robot-special control/servo systems.",Gap/boundary retained; no strong conclusion added.,GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE,CORE8_STRONG_FIELD_GAP_OR_BOUNDARY,"unit economics, margin, replacement cycle and valuation sensitivity",GAP_BOUNDARY_RETAINED_NOT_MIGRATION_EXECUTION,RETAIN_GAP_BOUNDARY,Keep gap id and impact scope; fill only if later official primary source discloses the field.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-009,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-009,EFT-CORE8-20260704-001-09,002747.SZ,埃斯顿,strong_field_gap_boundary,SRC-ROBOT-CORE8-002747-SZ,公司档案/埃斯顿公司信息梳理.md,line 15,具身智能方面，公司公开表示将推进机器人与 AI 技术深度融合、开拓机器人增量市场、加速具身智能工业场景部署，但人形机器人收入、客户、订单金额和产品形态尚未披露。分析上应把埃斯顿视为“工业机器人国产龙头 + 控制驱动一体化能力 + 具身智能工业应用潜在受益者”，而不是纯人形机器人零部件标的。,https://static.cninfo.com.cn/finalpage/2026-03-31/1225059898.PDF,"annual report pages 11-13 | note: CNINFO annual report pages 11-13: business covers motion-control core components, industrial robots, robot workstations, robot application solutions and intelligent manufacturing systems; pages 12-13 list industrial robot products and robot-special control/servo systems.",Gap/boundary retained; no strong conclusion added.,GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE,CORE8_STRONG_FIELD_GAP_OR_BOUNDARY,all strong-field conclusions that rely on missing official confirmation,GAP_BOUNDARY_RETAINED_NOT_MIGRATION_EXECUTION,RETAIN_GAP_BOUNDARY,Keep gap id and impact scope; fill only if later official primary source discloses the field.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-010,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-010,EFT-CORE8-20260704-002-01,688686.SH,奥普特,robot_positioning,SRC-ROBOT-CORE8-688686-SH,公司档案/奥普特公司信息梳理.md,line 27,| 机器人相关定位 | 工业视觉核心部件厂商向机器人视觉感知层迁移的重点公司。 |,https://www.optmv.com/about/ ; https://www.optmv.com/content/details81_402778.html ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-03/688686_20260403_76GW.pdf,"official website about page and 2026-04-23 official robot palletizing article; SSE annual report URL located | note: OPT official website/about and official article: machine vision product matrix includes light sources, lenses, 2D cameras, 3D cameras, sensors, motion components and vision controllers; robot products include core components, 3D camera, TOF camera, binocular camera and integrated solutions; SSE annual report URL located but local PDF download blocked by SSE anti-bot.",Machine vision and robot vision-sensing products are supported by OPT official website; strong robot revenue/customer fields remain undisclosed.,PRIMARY_SOURCE_VERIFIED_SUPPORTS_SCOPE_OR_PRODUCT,CORE8_CANDIDATE_FACT_NEEDS_PRIMARY_CHECK,candidate inclusion and scope label,PRIMARY_SOURCE_VERIFIED_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,May be used as candidate-level scope/product evidence; still submit execution review before migration.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-011,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-011,EFT-CORE8-20260704-002-02,688686.SH,奥普特,chain_segment,SRC-ROBOT-CORE8-688686-SH,公司档案/奥普特公司信息梳理.md,line 33,| 一级环节 | 中游核心零部件 / 感知系统 / 机器视觉与 3D 视觉 |,https://www.optmv.com/about/ ; https://www.optmv.com/content/details81_402778.html ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-03/688686_20260403_76GW.pdf,"official website about page and 2026-04-23 official robot palletizing article; SSE annual report URL located | note: OPT official website/about and official article: machine vision product matrix includes light sources, lenses, 2D cameras, 3D cameras, sensors, motion components and vision controllers; robot products include core components, 3D camera, TOF camera, binocular camera and integrated solutions; SSE annual report URL located but local PDF download blocked by SSE anti-bot.",Machine vision and robot vision-sensing products are supported by OPT official website; strong robot revenue/customer fields remain undisclosed.,PRIMARY_SOURCE_VERIFIED_SUPPORTS_SCOPE_OR_PRODUCT,CORE8_CANDIDATE_FACT_NEEDS_PRIMARY_CHECK,subindustry mapping and migration target section,PRIMARY_SOURCE_VERIFIED_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,May be used as candidate-level scope/product evidence; still submit execution review before migration.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-012,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-012,EFT-CORE8-20260704-002-03,688686.SH,奥普特,core_judgement,SRC-ROBOT-CORE8-688686-SH,公司档案/奥普特公司信息梳理.md,line 137,| 核心判断 | 团队治理是主业加分、机器人观察：奥普特的工业视觉能力扎实，但机器人视觉的关键是 3D 传感器/激光雷达/AI 视觉方案能否进入本体厂和移动机器人稳定供应链。 | A / C / E | 优先补年报原文、产品手册、客户侧资料和募投项目明细。 |,https://www.optmv.com/about/ ; https://www.optmv.com/content/details81_402778.html ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-03/688686_20260403_76GW.pdf,"official website about page and 2026-04-23 official robot palletizing article; SSE annual report URL located | note: OPT official website/about and official article: machine vision product matrix includes light sources, lenses, 2D cameras, 3D cameras, sensors, motion components and vision controllers; robot products include core components, 3D camera, TOF camera, binocular camera and integrated solutions; SSE annual report URL located but local PDF download blocked by SSE anti-bot.",Machine vision and robot vision-sensing products are supported by OPT official website; strong robot revenue/customer fields remain undisclosed.,PRIMARY_SOURCE_VERIFIED_SUPPORTS_SCOPE_OR_PRODUCT,CORE8_CANDIDATE_FACT_NEEDS_PRIMARY_CHECK,company readout boundary and investment-reading wording,PRIMARY_SOURCE_VERIFIED_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,May be used as candidate-level scope/product evidence; still submit execution review before migration.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-013,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-013,EFT-CORE8-20260704-002-04,688686.SH,奥普特,robot_product_or_solution,SRC-ROBOT-CORE8-688686-SH,公司档案/奥普特公司信息梳理.md,line 12,| 一句话结论 | 奥普特是国内工业机器视觉核心部件龙头之一，强项在光源、镜头、相机、控制器、3D 传感器、视觉软件和 AI 质检平台；机器人方向是从工业视觉核心部件向“机器人视觉感知”迁移。 |,https://www.optmv.com/about/ ; https://www.optmv.com/content/details81_402778.html ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-03/688686_20260403_76GW.pdf,"official website about page and 2026-04-23 official robot palletizing article; SSE annual report URL located | note: OPT official website/about and official article: machine vision product matrix includes light sources, lenses, 2D cameras, 3D cameras, sensors, motion components and vision controllers; robot products include core components, 3D camera, TOF camera, binocular camera and integrated solutions; SSE annual report URL located but local PDF download blocked by SSE anti-bot.",Machine vision and robot vision-sensing products are supported by OPT official website; strong robot revenue/customer fields remain undisclosed.,PRIMARY_SOURCE_VERIFIED_SUPPORTS_SCOPE_OR_PRODUCT,CORE8_CANDIDATE_FACT_NEEDS_PRIMARY_CHECK,company product coverage and chain-link mapping,PRIMARY_SOURCE_VERIFIED_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,May be used as candidate-level scope/product evidence; still submit execution review before migration.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-014,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-014,EFT-CORE8-20260704-002-05,688686.SH,奥普特,robot_revenue_or_order,SRC-ROBOT-CORE8-688686-SH,公司档案/奥普特公司信息梳理.md,line 13,| 当前阶段 | 传统工业视觉核心部件收入和毛利率较清晰，2025 年业绩恢复增长；机器人业务已有收入线索，但规模相对公司整体仍小，客户供货量和单机价值量未拆。 |,https://www.optmv.com/about/ ; https://www.optmv.com/content/details81_402778.html ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-03/688686_20260403_76GW.pdf,"official website about page and 2026-04-23 official robot palletizing article; SSE annual report URL located | note: OPT official website/about and official article: machine vision product matrix includes light sources, lenses, 2D cameras, 3D cameras, sensors, motion components and vision controllers; robot products include core components, 3D camera, TOF camera, binocular camera and integrated solutions; SSE annual report URL located but local PDF download blocked by SSE anti-bot.","Official source checked or located, but no robot-specific revenue/order/capacity/customer/ASP/margin/lifetime disclosure was verified.",PRIMARY_SOURCE_CHECK_EXECUTED_FIELD_REMAINS_GAP,CORE8_STRONG_FIELD_PRIMARY_SOURCE_GAP,strong field conclusions about revenue/order conversion,PRIMARY_SOURCE_CHECKED_STRONG_FIELD_GAP_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,"Do not write strong field conclusion; require annual report table, announcement, official IR, product manual, or customer-side primary evidence.",CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-015,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-015,EFT-CORE8-20260704-002-06,688686.SH,奥普特,shipment_capacity_utilization,SRC-ROBOT-CORE8-688686-SH,公司档案/奥普特公司信息梳理.md,line 46,| 3D 传感器 / 3D 相机 | 机器人空间感知、定位、避障、抓取 | 线激光、投影结构光、散斑结构光、ToF 等路线 | 既有专题称已发布多类 3D 相机产品 | C | 出货量、客户、机器人收入 |,https://www.optmv.com/about/ ; https://www.optmv.com/content/details81_402778.html ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-03/688686_20260403_76GW.pdf,"official website about page and 2026-04-23 official robot palletizing article; SSE annual report URL located | note: OPT official website/about and official article: machine vision product matrix includes light sources, lenses, 2D cameras, 3D cameras, sensors, motion components and vision controllers; robot products include core components, 3D camera, TOF camera, binocular camera and integrated solutions; SSE annual report URL located but local PDF download blocked by SSE anti-bot.","Official source checked or located, but no robot-specific revenue/order/capacity/customer/ASP/margin/lifetime disclosure was verified.",PRIMARY_SOURCE_CHECK_EXECUTED_FIELD_REMAINS_GAP,CORE8_STRONG_FIELD_PRIMARY_SOURCE_GAP,supply capability and capacity bottleneck judgment,PRIMARY_SOURCE_CHECKED_STRONG_FIELD_GAP_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,"Do not write strong field conclusion; require annual report table, announcement, official IR, product manual, or customer-side primary evidence.",CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-016,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-016,EFT-CORE8-20260704-002-07,688686.SH,奥普特,customer_supply_status,SRC-ROBOT-CORE8-688686-SH,公司档案/奥普特公司信息梳理.md,line 13,| 当前阶段 | 传统工业视觉核心部件收入和毛利率较清晰，2025 年业绩恢复增长；机器人业务已有收入线索，但规模相对公司整体仍小，客户供货量和单机价值量未拆。 |,https://www.optmv.com/about/ ; https://www.optmv.com/content/details81_402778.html ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-03/688686_20260403_76GW.pdf,"official website about page and 2026-04-23 official robot palletizing article; SSE annual report URL located | note: OPT official website/about and official article: machine vision product matrix includes light sources, lenses, 2D cameras, 3D cameras, sensors, motion components and vision controllers; robot products include core components, 3D camera, TOF camera, binocular camera and integrated solutions; SSE annual report URL located but local PDF download blocked by SSE anti-bot.","Official source checked or located, but no robot-specific revenue/order/capacity/customer/ASP/margin/lifetime disclosure was verified.",PRIMARY_SOURCE_CHECK_EXECUTED_FIELD_REMAINS_GAP,CORE8_STRONG_FIELD_PRIMARY_SOURCE_GAP,"customer relationship, main-supplier and supply-chain status",PRIMARY_SOURCE_CHECKED_STRONG_FIELD_GAP_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,"Do not write strong field conclusion; require annual report table, announcement, official IR, product manual, or customer-side primary evidence.",CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-017,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-017,EFT-CORE8-20260704-002-08,688686.SH,奥普特,asp_margin_lifetime,SRC-ROBOT-CORE8-688686-SH,公司档案/奥普特公司信息梳理.md,line 13,| 当前阶段 | 传统工业视觉核心部件收入和毛利率较清晰，2025 年业绩恢复增长；机器人业务已有收入线索，但规模相对公司整体仍小，客户供货量和单机价值量未拆。 |,https://www.optmv.com/about/ ; https://www.optmv.com/content/details81_402778.html ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-03/688686_20260403_76GW.pdf,"official website about page and 2026-04-23 official robot palletizing article; SSE annual report URL located | note: OPT official website/about and official article: machine vision product matrix includes light sources, lenses, 2D cameras, 3D cameras, sensors, motion components and vision controllers; robot products include core components, 3D camera, TOF camera, binocular camera and integrated solutions; SSE annual report URL located but local PDF download blocked by SSE anti-bot.","Official source checked or located, but no robot-specific revenue/order/capacity/customer/ASP/margin/lifetime disclosure was verified.",PRIMARY_SOURCE_CHECK_EXECUTED_FIELD_REMAINS_GAP,CORE8_STRONG_FIELD_PRIMARY_SOURCE_GAP,"unit economics, margin, replacement cycle and valuation sensitivity",PRIMARY_SOURCE_CHECKED_STRONG_FIELD_GAP_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,"Do not write strong field conclusion; require annual report table, announcement, official IR, product manual, or customer-side primary evidence.",CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-018,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-018,EFT-CORE8-20260704-002-09,688686.SH,奥普特,strong_field_gap_boundary,SRC-ROBOT-CORE8-688686-SH,公司档案/奥普特公司信息梳理.md,line 67,| 机器人业务毛利率 | 未披露 | - | C | 不能用整体或机器视觉核心部件毛利率外推 |,https://www.optmv.com/about/ ; https://www.optmv.com/content/details81_402778.html ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-03/688686_20260403_76GW.pdf,"official website about page and 2026-04-23 official robot palletizing article; SSE annual report URL located | note: OPT official website/about and official article: machine vision product matrix includes light sources, lenses, 2D cameras, 3D cameras, sensors, motion components and vision controllers; robot products include core components, 3D camera, TOF camera, binocular camera and integrated solutions; SSE annual report URL located but local PDF download blocked by SSE anti-bot.",Gap/boundary retained; no strong conclusion added.,GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE,CORE8_STRONG_FIELD_GAP_OR_BOUNDARY,all strong-field conclusions that rely on missing official confirmation,GAP_BOUNDARY_RETAINED_NOT_MIGRATION_EXECUTION,RETAIN_GAP_BOUNDARY,Keep gap id and impact scope; fill only if later official primary source discloses the field.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-019,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-019,EFT-CORE8-20260704-003-01,688048.SH,长光华芯,robot_positioning,SRC-ROBOT-CORE8-688048-SH,公司档案/长光华芯公司信息梳理.md,line 25,| 机器人相关定位 | 激光雷达光源、3D 传感光源、机器视觉定位光源、VCSEL / EEL / ToF / 结构光光源 |,https://www.everbrightphotonics.com/ ; https://www.everbrightphotonics.com/products_list/1409498888393519104.html ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-18/688048_20260418_WEBK.pdf,"official website homepage and LiDAR VCSEL product page; SSE annual report URL located | note: Everbright Photonics official website/product pages: business covers high-power semiconductor laser chips, high-efficiency LiDAR and 3D sensing chips, high-speed optical communication chips; product page lists LiDAR VCSEL series.",LiDAR and 3D sensing chips/VCSEL/EEL upstream sensing source are supported by company official website; robot customer/revenue remains undisclosed.,PRIMARY_SOURCE_VERIFIED_SUPPORTS_SCOPE_OR_PRODUCT,CORE8_CANDIDATE_FACT_NEEDS_PRIMARY_CHECK,candidate inclusion and scope label,PRIMARY_SOURCE_VERIFIED_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,May be used as candidate-level scope/product evidence; still submit execution review before migration.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-020,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-020,EFT-CORE8-20260704-003-02,688048.SH,长光华芯,chain_segment,SRC-ROBOT-CORE8-688048-SH,公司档案/长光华芯公司信息梳理.md,line 12,机器人相关性主要来自两条线：第一，激光雷达和 3D 传感是移动机器人、服务机器人、具身机器人、AGV / AMR、机器视觉定位的重要感知硬件，长光华芯产品覆盖激光雷达 VCSEL、激光雷达 EEL、3D 传感 ToF / SL；第二，公司年报明确提到产品应用于激光雷达、机器视觉定位、智能安防、消费电子、3D 传感与摄像等领域，并在激光雷达与 3D 传感领域积极拓展机器人视觉传感、消费电子等新兴应用场景。,https://www.everbrightphotonics.com/ ; https://www.everbrightphotonics.com/products_list/1409498888393519104.html ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-18/688048_20260418_WEBK.pdf,"official website homepage and LiDAR VCSEL product page; SSE annual report URL located | note: Everbright Photonics official website/product pages: business covers high-power semiconductor laser chips, high-efficiency LiDAR and 3D sensing chips, high-speed optical communication chips; product page lists LiDAR VCSEL series.",LiDAR and 3D sensing chips/VCSEL/EEL upstream sensing source are supported by company official website; robot customer/revenue remains undisclosed.,PRIMARY_SOURCE_VERIFIED_SUPPORTS_SCOPE_OR_PRODUCT,CORE8_CANDIDATE_FACT_NEEDS_PRIMARY_CHECK,subindustry mapping and migration target section,PRIMARY_SOURCE_VERIFIED_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,May be used as candidate-level scope/product evidence; still submit execution review before migration.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-021,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-021,EFT-CORE8-20260704-003-03,688048.SH,长光华芯,core_judgement,SRC-ROBOT-CORE8-688048-SH,公司档案/长光华芯公司信息梳理.md,line 40,| 产品 / 线索 | 应用位置 | 关键进展 | 当前阶段 | 证据等级 | 待验证 |,https://www.everbrightphotonics.com/ ; https://www.everbrightphotonics.com/products_list/1409498888393519104.html ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-18/688048_20260418_WEBK.pdf,"official website homepage and LiDAR VCSEL product page; SSE annual report URL located | note: Everbright Photonics official website/product pages: business covers high-power semiconductor laser chips, high-efficiency LiDAR and 3D sensing chips, high-speed optical communication chips; product page lists LiDAR VCSEL series.",Gap/boundary retained; no strong conclusion added.,GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE,CORE8_STRONG_FIELD_GAP_OR_BOUNDARY,company readout boundary and investment-reading wording,GAP_BOUNDARY_RETAINED_NOT_MIGRATION_EXECUTION,RETAIN_GAP_BOUNDARY,Keep gap id and impact scope; fill only if later official primary source discloses the field.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-022,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-022,EFT-CORE8-20260704-003-04,688048.SH,长光华芯,robot_product_or_solution,SRC-ROBOT-CORE8-688048-SH,公司档案/长光华芯公司信息梳理.md,line 10,长光华芯（688048.SH）在机器人产业链中应放在 **激光雷达 / 3D 传感 / 机器视觉定位的上游半导体激光芯片与光源模块** 环节。它不是机器人整机厂，也不是机器视觉系统商，而是做高功率半导体激光芯片、VCSEL、EEL、光通信芯片、器件、模块和直接半导体激光器的平台型光芯片公司。,https://www.everbrightphotonics.com/ ; https://www.everbrightphotonics.com/products_list/1409498888393519104.html ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-18/688048_20260418_WEBK.pdf,"official website homepage and LiDAR VCSEL product page; SSE annual report URL located | note: Everbright Photonics official website/product pages: business covers high-power semiconductor laser chips, high-efficiency LiDAR and 3D sensing chips, high-speed optical communication chips; product page lists LiDAR VCSEL series.",LiDAR and 3D sensing chips/VCSEL/EEL upstream sensing source are supported by company official website; robot customer/revenue remains undisclosed.,PRIMARY_SOURCE_VERIFIED_SUPPORTS_SCOPE_OR_PRODUCT,CORE8_CANDIDATE_FACT_NEEDS_PRIMARY_CHECK,company product coverage and chain-link mapping,PRIMARY_SOURCE_VERIFIED_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,May be used as candidate-level scope/product evidence; still submit execution review before migration.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-023,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-023,EFT-CORE8-20260704-003-05,688048.SH,长光华芯,robot_revenue_or_order,SRC-ROBOT-CORE8-688048-SH,公司档案/长光华芯公司信息梳理.md,line 14,但当前不能把长光华芯归为“机器人收入明确”的公司。2025 年公司收入 4.77 亿元，同比 +75.09%，归母净利润 0.22 亿元，但扣非归母净利润仍为 -0.33 亿元。VCSEL 及光通讯芯片系列收入 0.41 亿元，已实现批量导入，但毛利率仅 12.81%；机器人 / 激光雷达 / 3D 传感收入、客户、出货量、ASP、寿命和供货周期尚未拆分披露。,https://www.everbrightphotonics.com/ ; https://www.everbrightphotonics.com/products_list/1409498888393519104.html ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-18/688048_20260418_WEBK.pdf,"official website homepage and LiDAR VCSEL product page; SSE annual report URL located | note: Everbright Photonics official website/product pages: business covers high-power semiconductor laser chips, high-efficiency LiDAR and 3D sensing chips, high-speed optical communication chips; product page lists LiDAR VCSEL series.",Gap/boundary retained; no strong conclusion added.,GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE,CORE8_STRONG_FIELD_GAP_OR_BOUNDARY,strong field conclusions about revenue/order conversion,GAP_BOUNDARY_RETAINED_NOT_MIGRATION_EXECUTION,RETAIN_GAP_BOUNDARY,Keep gap id and impact scope; fill only if later official primary source discloses the field.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-024,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-024,EFT-CORE8-20260704-003-06,688048.SH,长光华芯,shipment_capacity_utilization,SRC-ROBOT-CORE8-688048-SH,公司档案/长光华芯公司信息梳理.md,line 14,但当前不能把长光华芯归为“机器人收入明确”的公司。2025 年公司收入 4.77 亿元，同比 +75.09%，归母净利润 0.22 亿元，但扣非归母净利润仍为 -0.33 亿元。VCSEL 及光通讯芯片系列收入 0.41 亿元，已实现批量导入，但毛利率仅 12.81%；机器人 / 激光雷达 / 3D 传感收入、客户、出货量、ASP、寿命和供货周期尚未拆分披露。,https://www.everbrightphotonics.com/ ; https://www.everbrightphotonics.com/products_list/1409498888393519104.html ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-18/688048_20260418_WEBK.pdf,"official website homepage and LiDAR VCSEL product page; SSE annual report URL located | note: Everbright Photonics official website/product pages: business covers high-power semiconductor laser chips, high-efficiency LiDAR and 3D sensing chips, high-speed optical communication chips; product page lists LiDAR VCSEL series.",Gap/boundary retained; no strong conclusion added.,GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE,CORE8_STRONG_FIELD_GAP_OR_BOUNDARY,supply capability and capacity bottleneck judgment,GAP_BOUNDARY_RETAINED_NOT_MIGRATION_EXECUTION,RETAIN_GAP_BOUNDARY,Keep gap id and impact scope; fill only if later official primary source discloses the field.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-025,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-025,EFT-CORE8-20260704-003-07,688048.SH,长光华芯,customer_supply_status,SRC-ROBOT-CORE8-688048-SH,公司档案/长光华芯公司信息梳理.md,line 14,但当前不能把长光华芯归为“机器人收入明确”的公司。2025 年公司收入 4.77 亿元，同比 +75.09%，归母净利润 0.22 亿元，但扣非归母净利润仍为 -0.33 亿元。VCSEL 及光通讯芯片系列收入 0.41 亿元，已实现批量导入，但毛利率仅 12.81%；机器人 / 激光雷达 / 3D 传感收入、客户、出货量、ASP、寿命和供货周期尚未拆分披露。,https://www.everbrightphotonics.com/ ; https://www.everbrightphotonics.com/products_list/1409498888393519104.html ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-18/688048_20260418_WEBK.pdf,"official website homepage and LiDAR VCSEL product page; SSE annual report URL located | note: Everbright Photonics official website/product pages: business covers high-power semiconductor laser chips, high-efficiency LiDAR and 3D sensing chips, high-speed optical communication chips; product page lists LiDAR VCSEL series.",Gap/boundary retained; no strong conclusion added.,GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE,CORE8_STRONG_FIELD_GAP_OR_BOUNDARY,"customer relationship, main-supplier and supply-chain status",GAP_BOUNDARY_RETAINED_NOT_MIGRATION_EXECUTION,RETAIN_GAP_BOUNDARY,Keep gap id and impact scope; fill only if later official primary source discloses the field.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-026,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-026,EFT-CORE8-20260704-003-08,688048.SH,长光华芯,asp_margin_lifetime,SRC-ROBOT-CORE8-688048-SH,公司档案/长光华芯公司信息梳理.md,line 14,但当前不能把长光华芯归为“机器人收入明确”的公司。2025 年公司收入 4.77 亿元，同比 +75.09%，归母净利润 0.22 亿元，但扣非归母净利润仍为 -0.33 亿元。VCSEL 及光通讯芯片系列收入 0.41 亿元，已实现批量导入，但毛利率仅 12.81%；机器人 / 激光雷达 / 3D 传感收入、客户、出货量、ASP、寿命和供货周期尚未拆分披露。,https://www.everbrightphotonics.com/ ; https://www.everbrightphotonics.com/products_list/1409498888393519104.html ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-18/688048_20260418_WEBK.pdf,"official website homepage and LiDAR VCSEL product page; SSE annual report URL located | note: Everbright Photonics official website/product pages: business covers high-power semiconductor laser chips, high-efficiency LiDAR and 3D sensing chips, high-speed optical communication chips; product page lists LiDAR VCSEL series.",Gap/boundary retained; no strong conclusion added.,GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE,CORE8_STRONG_FIELD_GAP_OR_BOUNDARY,"unit economics, margin, replacement cycle and valuation sensitivity",GAP_BOUNDARY_RETAINED_NOT_MIGRATION_EXECUTION,RETAIN_GAP_BOUNDARY,Keep gap id and impact scope; fill only if later official primary source discloses the field.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-027,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-027,EFT-CORE8-20260704-003-09,688048.SH,长光华芯,strong_field_gap_boundary,SRC-ROBOT-CORE8-688048-SH,公司档案/长光华芯公司信息梳理.md,line 59,| 机器人相关收入 | 未披露 | 激光雷达、3D 传感、机器人视觉传感收入未拆 |,https://www.everbrightphotonics.com/ ; https://www.everbrightphotonics.com/products_list/1409498888393519104.html ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-18/688048_20260418_WEBK.pdf,"official website homepage and LiDAR VCSEL product page; SSE annual report URL located | note: Everbright Photonics official website/product pages: business covers high-power semiconductor laser chips, high-efficiency LiDAR and 3D sensing chips, high-speed optical communication chips; product page lists LiDAR VCSEL series.",Gap/boundary retained; no strong conclusion added.,GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE,CORE8_STRONG_FIELD_GAP_OR_BOUNDARY,all strong-field conclusions that rely on missing official confirmation,GAP_BOUNDARY_RETAINED_NOT_MIGRATION_EXECUTION,RETAIN_GAP_BOUNDARY,Keep gap id and impact scope; fill only if later official primary source discloses the field.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-028,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-028,EFT-CORE8-20260704-004-01,688003.SH,天准科技,robot_positioning,SRC-ROBOT-CORE8-688003-SH,公司档案/天准科技公司信息梳理.md,line 23,| 机器人相关定位 | 机器人“大脑”域控制器 / 边缘计算平台 + 工业视觉装备迁移 | B/C/D |,https://www.tztek.com/ ; https://www.tztek.com/nev-and-robotics ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-25/688003_20260425_RCKO.pdf,"official website homepage and /nev-and-robotics page; SSE annual report URL located | note: TZTEK official website and NEV/robotics page: company positions itself as a vision-equipment platform enterprise serving electronics, semiconductor, new automotive and robotics fields; robot page lists high-precision measurement/detection products based on machine vision algorithms, data processing, precision drive-control and precision mechanical design.",Machine vision and high-end vision equipment for new automotive/robotics scenes are supported by company official website; robot-specific revenue/customer remains undisclosed.,PRIMARY_SOURCE_VERIFIED_SUPPORTS_SCOPE_OR_PRODUCT,CORE8_CANDIDATE_FACT_NEEDS_PRIMARY_CHECK,candidate inclusion and scope label,PRIMARY_SOURCE_VERIFIED_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,May be used as candidate-level scope/product evidence; still submit execution review before migration.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-029,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-029,EFT-CORE8-20260704-004-02,688003.SH,天准科技,chain_segment,SRC-ROBOT-CORE8-688003-SH,公司档案/天准科技公司信息梳理.md,line 22,| 所属环节 | 视觉测量装备、视觉检测装备、视觉制程装备、智能驾驶域控制器、具身智能控制器 | A/C |,https://www.tztek.com/ ; https://www.tztek.com/nev-and-robotics ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-25/688003_20260425_RCKO.pdf,"official website homepage and /nev-and-robotics page; SSE annual report URL located | note: TZTEK official website and NEV/robotics page: company positions itself as a vision-equipment platform enterprise serving electronics, semiconductor, new automotive and robotics fields; robot page lists high-precision measurement/detection products based on machine vision algorithms, data processing, precision drive-control and precision mechanical design.",Machine vision and high-end vision equipment for new automotive/robotics scenes are supported by company official website; robot-specific revenue/customer remains undisclosed.,PRIMARY_SOURCE_VERIFIED_SUPPORTS_SCOPE_OR_PRODUCT,CORE8_CANDIDATE_FACT_NEEDS_PRIMARY_CHECK,subindustry mapping and migration target section,PRIMARY_SOURCE_VERIFIED_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,May be used as candidate-level scope/product evidence; still submit execution review before migration.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-030,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-030,EFT-CORE8-20260704-004-03,688003.SH,天准科技,core_judgement,SRC-ROBOT-CORE8-688003-SH,公司档案/天准科技公司信息梳理.md,line 25,| 核心判断 | A 股中机器人控制器订单线索较清晰，但标准化放量和毛利仍待验证 | E |,https://www.tztek.com/ ; https://www.tztek.com/nev-and-robotics ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-25/688003_20260425_RCKO.pdf,"official website homepage and /nev-and-robotics page; SSE annual report URL located | note: TZTEK official website and NEV/robotics page: company positions itself as a vision-equipment platform enterprise serving electronics, semiconductor, new automotive and robotics fields; robot page lists high-precision measurement/detection products based on machine vision algorithms, data processing, precision drive-control and precision mechanical design.",Gap/boundary retained; no strong conclusion added.,GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE,CORE8_STRONG_FIELD_GAP_OR_BOUNDARY,company readout boundary and investment-reading wording,GAP_BOUNDARY_RETAINED_NOT_MIGRATION_EXECUTION,RETAIN_GAP_BOUNDARY,Keep gap id and impact scope; fill only if later official primary source discloses the field.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-031,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-031,EFT-CORE8-20260704-004-04,688003.SH,天准科技,robot_product_or_solution,SRC-ROBOT-CORE8-688003-SH,公司档案/天准科技公司信息梳理.md,line 10,天准科技（688003.SH）应放在“工业视觉装备 + 视觉边缘计算 / 具身控制器”的交叉位置跟踪。公司传统主业是视觉测量、视觉检测、视觉制程装备，机器人相关增量主要来自控股子公司天准星智推出的人形机器人“具身智能大脑”控制器，而不是单颗 2D/3D 视觉传感器。,https://www.tztek.com/ ; https://www.tztek.com/nev-and-robotics ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-25/688003_20260425_RCKO.pdf,"official website homepage and /nev-and-robotics page; SSE annual report URL located | note: TZTEK official website and NEV/robotics page: company positions itself as a vision-equipment platform enterprise serving electronics, semiconductor, new automotive and robotics fields; robot page lists high-precision measurement/detection products based on machine vision algorithms, data processing, precision drive-control and precision mechanical design.",Machine vision and high-end vision equipment for new automotive/robotics scenes are supported by company official website; robot-specific revenue/customer remains undisclosed.,PRIMARY_SOURCE_VERIFIED_SUPPORTS_SCOPE_OR_PRODUCT,CORE8_CANDIDATE_FACT_NEEDS_PRIMARY_CHECK,company product coverage and chain-link mapping,PRIMARY_SOURCE_VERIFIED_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,May be used as candidate-level scope/product evidence; still submit execution review before migration.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-032,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-032,EFT-CORE8-20260704-004-05,688003.SH,天准科技,robot_revenue_or_order,SRC-ROBOT-CORE8-688003-SH,公司档案/天准科技公司信息梳理.md,line 43,| 人形机器人大脑域控制器 | 2025 年公开资料显示合计新签订单约 4650.71 万元 | 当前最直接的机器人收入线索 | D/A 待年报原文核验 |,https://www.tztek.com/ ; https://www.tztek.com/nev-and-robotics ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-25/688003_20260425_RCKO.pdf,"official website homepage and /nev-and-robotics page; SSE annual report URL located | note: TZTEK official website and NEV/robotics page: company positions itself as a vision-equipment platform enterprise serving electronics, semiconductor, new automotive and robotics fields; robot page lists high-precision measurement/detection products based on machine vision algorithms, data processing, precision drive-control and precision mechanical design.","Official source checked or located, but no robot-specific revenue/order/capacity/customer/ASP/margin/lifetime disclosure was verified.",PRIMARY_SOURCE_CHECK_EXECUTED_FIELD_REMAINS_GAP,CORE8_STRONG_FIELD_PRIMARY_SOURCE_GAP,strong field conclusions about revenue/order conversion,PRIMARY_SOURCE_CHECKED_STRONG_FIELD_GAP_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,"Do not write strong field conclusion; require annual report table, announcement, official IR, product manual, or customer-side primary evidence.",CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-033,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-033,EFT-CORE8-20260704-004-06,688003.SH,天准科技,shipment_capacity_utilization,SRC-ROBOT-CORE8-688003-SH,公司档案/天准科技公司信息梳理.md,line 66,| 机器人控制器产能 | 未披露 | 需要产品线产能、交付周期和供应链信息 |,https://www.tztek.com/ ; https://www.tztek.com/nev-and-robotics ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-25/688003_20260425_RCKO.pdf,"official website homepage and /nev-and-robotics page; SSE annual report URL located | note: TZTEK official website and NEV/robotics page: company positions itself as a vision-equipment platform enterprise serving electronics, semiconductor, new automotive and robotics fields; robot page lists high-precision measurement/detection products based on machine vision algorithms, data processing, precision drive-control and precision mechanical design.",Gap/boundary retained; no strong conclusion added.,GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE,CORE8_STRONG_FIELD_GAP_OR_BOUNDARY,supply capability and capacity bottleneck judgment,GAP_BOUNDARY_RETAINED_NOT_MIGRATION_EXECUTION,RETAIN_GAP_BOUNDARY,Keep gap id and impact scope; fill only if later official primary source discloses the field.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-034,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-034,EFT-CORE8-20260704-004-07,688003.SH,天准科技,customer_supply_status,SRC-ROBOT-CORE8-688003-SH,公司档案/天准科技公司信息梳理.md,line 12,相较奥比中光、奥普特、凌云光，天准科技的独特性在于：它既有机器视觉装备底盘，又有基于 NVIDIA Jetson / Jetson Thor 平台的边缘计算和机器人控制器产品。公开资料中已经出现机器人订单金额和客户线索，2025 年具身智能人形机器人大脑域控制器合计新签订单约 4650.71 万元，客户线索包括智元、银河通用、傅里叶等主流人形机器人厂商。,https://www.tztek.com/ ; https://www.tztek.com/nev-and-robotics ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-25/688003_20260425_RCKO.pdf,"official website homepage and /nev-and-robotics page; SSE annual report URL located | note: TZTEK official website and NEV/robotics page: company positions itself as a vision-equipment platform enterprise serving electronics, semiconductor, new automotive and robotics fields; robot page lists high-precision measurement/detection products based on machine vision algorithms, data processing, precision drive-control and precision mechanical design.","Official source checked or located, but no robot-specific revenue/order/capacity/customer/ASP/margin/lifetime disclosure was verified.",PRIMARY_SOURCE_CHECK_EXECUTED_FIELD_REMAINS_GAP,CORE8_STRONG_FIELD_PRIMARY_SOURCE_GAP,"customer relationship, main-supplier and supply-chain status",PRIMARY_SOURCE_CHECKED_STRONG_FIELD_GAP_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,"Do not write strong field conclusion; require annual report table, announcement, official IR, product manual, or customer-side primary evidence.",CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-035,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-035,EFT-CORE8-20260704-004-08,688003.SH,天准科技,asp_margin_lifetime,SRC-ROBOT-CORE8-688003-SH,公司档案/天准科技公司信息梳理.md,line 25,| 核心判断 | A 股中机器人控制器订单线索较清晰，但标准化放量和毛利仍待验证 | E |,https://www.tztek.com/ ; https://www.tztek.com/nev-and-robotics ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-25/688003_20260425_RCKO.pdf,"official website homepage and /nev-and-robotics page; SSE annual report URL located | note: TZTEK official website and NEV/robotics page: company positions itself as a vision-equipment platform enterprise serving electronics, semiconductor, new automotive and robotics fields; robot page lists high-precision measurement/detection products based on machine vision algorithms, data processing, precision drive-control and precision mechanical design.",Gap/boundary retained; no strong conclusion added.,GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE,CORE8_STRONG_FIELD_GAP_OR_BOUNDARY,"unit economics, margin, replacement cycle and valuation sensitivity",GAP_BOUNDARY_RETAINED_NOT_MIGRATION_EXECUTION,RETAIN_GAP_BOUNDARY,Keep gap id and impact scope; fill only if later official primary source discloses the field.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-036,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-036,EFT-CORE8-20260704-004-09,688003.SH,天准科技,strong_field_gap_boundary,SRC-ROBOT-CORE8-688003-SH,公司档案/天准科技公司信息梳理.md,line 66,| 机器人控制器产能 | 未披露 | 需要产品线产能、交付周期和供应链信息 |,https://www.tztek.com/ ; https://www.tztek.com/nev-and-robotics ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-25/688003_20260425_RCKO.pdf,"official website homepage and /nev-and-robotics page; SSE annual report URL located | note: TZTEK official website and NEV/robotics page: company positions itself as a vision-equipment platform enterprise serving electronics, semiconductor, new automotive and robotics fields; robot page lists high-precision measurement/detection products based on machine vision algorithms, data processing, precision drive-control and precision mechanical design.",Gap/boundary retained; no strong conclusion added.,GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE,CORE8_STRONG_FIELD_GAP_OR_BOUNDARY,all strong-field conclusions that rely on missing official confirmation,GAP_BOUNDARY_RETAINED_NOT_MIGRATION_EXECUTION,RETAIN_GAP_BOUNDARY,Keep gap id and impact scope; fill only if later official primary source discloses the field.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-037,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-037,EFT-CORE8-20260704-005-01,688400.SH,凌云光,robot_positioning,SRC-ROBOT-CORE8-688400-SH,公司档案/凌云光公司信息梳理.md,line 23,| 机器人相关定位 | 具身智能数据采集和工业视觉系统迁移型玩家 | C/E |,https://www.lusterinc.com/about-lusterinc/company-profile/about/ ; https://www.lusterinc.com/solution-category/%E7%AB%8B%E4%BD%93%E8%A7%86%E8%A7%89/ ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-29/688400_20260429_V7F5.pdf,"official about page and stereoscopic vision solution page; SSE annual report URL located | note: LUSTER official about/solution pages: company focuses on machine vision and optical fiber optics; provides configurable vision systems, intelligent vision equipment and core vision devices; stereoscopic vision page lists intelligent visual equipment, visual systems, intelligent factory and visual devices.","Machine vision, configurable vision systems, intelligent visual equipment and core vision devices are supported by company official website; robot-specific revenue/customer remains undisclosed.",PRIMARY_SOURCE_VERIFIED_SUPPORTS_SCOPE_OR_PRODUCT,CORE8_CANDIDATE_FACT_NEEDS_PRIMARY_CHECK,candidate inclusion and scope label,PRIMARY_SOURCE_VERIFIED_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,May be used as candidate-level scope/product evidence; still submit execution review before migration.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-038,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-038,EFT-CORE8-20260704-005-02,688400.SH,凌云光,chain_segment,SRC-ROBOT-CORE8-688400-SH,公司档案/凌云光公司信息梳理.md,line 22,| 所属环节 | 机器视觉系统、智能视觉装备、具身数据采集、光学动捕、OCS | C/E |,https://www.lusterinc.com/about-lusterinc/company-profile/about/ ; https://www.lusterinc.com/solution-category/%E7%AB%8B%E4%BD%93%E8%A7%86%E8%A7%89/ ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-29/688400_20260429_V7F5.pdf,"official about page and stereoscopic vision solution page; SSE annual report URL located | note: LUSTER official about/solution pages: company focuses on machine vision and optical fiber optics; provides configurable vision systems, intelligent vision equipment and core vision devices; stereoscopic vision page lists intelligent visual equipment, visual systems, intelligent factory and visual devices.","Machine vision, configurable vision systems, intelligent visual equipment and core vision devices are supported by company official website; robot-specific revenue/customer remains undisclosed.",PRIMARY_SOURCE_VERIFIED_SUPPORTS_SCOPE_OR_PRODUCT,CORE8_CANDIDATE_FACT_NEEDS_PRIMARY_CHECK,subindustry mapping and migration target section,PRIMARY_SOURCE_VERIFIED_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,May be used as candidate-level scope/product evidence; still submit execution review before migration.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-039,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-039,EFT-CORE8-20260704-005-03,688400.SH,凌云光,core_judgement,SRC-ROBOT-CORE8-688400-SH,公司档案/凌云光公司信息梳理.md,line 24,| 核心判断 | 视觉系统收入和工程能力较强，但机器人专用收入、客户和供货量仍待验证 | E |,https://www.lusterinc.com/about-lusterinc/company-profile/about/ ; https://www.lusterinc.com/solution-category/%E7%AB%8B%E4%BD%93%E8%A7%86%E8%A7%89/ ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-29/688400_20260429_V7F5.pdf,"official about page and stereoscopic vision solution page; SSE annual report URL located | note: LUSTER official about/solution pages: company focuses on machine vision and optical fiber optics; provides configurable vision systems, intelligent vision equipment and core vision devices; stereoscopic vision page lists intelligent visual equipment, visual systems, intelligent factory and visual devices.",Gap/boundary retained; no strong conclusion added.,GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE,CORE8_STRONG_FIELD_GAP_OR_BOUNDARY,company readout boundary and investment-reading wording,GAP_BOUNDARY_RETAINED_NOT_MIGRATION_EXECUTION,RETAIN_GAP_BOUNDARY,Keep gap id and impact scope; fill only if later official primary source discloses the field.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-040,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-040,EFT-CORE8-20260704-005-04,688400.SH,凌云光,robot_product_or_solution,SRC-ROBOT-CORE8-688400-SH,公司档案/凌云光公司信息梳理.md,line 10,凌云光（688400.SH）更适合放在“工业机器视觉系统 / 智能视觉装备 / 具身数据采集基础设施”中跟踪，而不是简单归为人形机器人 3D 相机供应商。公司机器视觉收入规模较大、算法平台和工程交付积累较深，核心优势在工业视觉项目、视觉算法平台、智能视觉装备和复杂场景检测。,https://www.lusterinc.com/about-lusterinc/company-profile/about/ ; https://www.lusterinc.com/solution-category/%E7%AB%8B%E4%BD%93%E8%A7%86%E8%A7%89/ ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-29/688400_20260429_V7F5.pdf,"official about page and stereoscopic vision solution page; SSE annual report URL located | note: LUSTER official about/solution pages: company focuses on machine vision and optical fiber optics; provides configurable vision systems, intelligent vision equipment and core vision devices; stereoscopic vision page lists intelligent visual equipment, visual systems, intelligent factory and visual devices.","Machine vision, configurable vision systems, intelligent visual equipment and core vision devices are supported by company official website; robot-specific revenue/customer remains undisclosed.",PRIMARY_SOURCE_VERIFIED_SUPPORTS_SCOPE_OR_PRODUCT,CORE8_CANDIDATE_FACT_NEEDS_PRIMARY_CHECK,company product coverage and chain-link mapping,PRIMARY_SOURCE_VERIFIED_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,May be used as candidate-level scope/product evidence; still submit execution review before migration.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-041,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-041,EFT-CORE8-20260704-005-05,688400.SH,凌云光,robot_revenue_or_order,SRC-ROBOT-CORE8-688400-SH,公司档案/凌云光公司信息梳理.md,line 10,凌云光（688400.SH）更适合放在“工业机器视觉系统 / 智能视觉装备 / 具身数据采集基础设施”中跟踪，而不是简单归为人形机器人 3D 相机供应商。公司机器视觉收入规模较大、算法平台和工程交付积累较深，核心优势在工业视觉项目、视觉算法平台、智能视觉装备和复杂场景检测。,https://www.lusterinc.com/about-lusterinc/company-profile/about/ ; https://www.lusterinc.com/solution-category/%E7%AB%8B%E4%BD%93%E8%A7%86%E8%A7%89/ ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-29/688400_20260429_V7F5.pdf,"official about page and stereoscopic vision solution page; SSE annual report URL located | note: LUSTER official about/solution pages: company focuses on machine vision and optical fiber optics; provides configurable vision systems, intelligent vision equipment and core vision devices; stereoscopic vision page lists intelligent visual equipment, visual systems, intelligent factory and visual devices.","Official source checked or located, but no robot-specific revenue/order/capacity/customer/ASP/margin/lifetime disclosure was verified.",PRIMARY_SOURCE_CHECK_EXECUTED_FIELD_REMAINS_GAP,CORE8_STRONG_FIELD_PRIMARY_SOURCE_GAP,strong field conclusions about revenue/order conversion,PRIMARY_SOURCE_CHECKED_STRONG_FIELD_GAP_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,"Do not write strong field conclusion; require annual report table, announcement, official IR, product manual, or customer-side primary evidence.",CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-042,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-042,EFT-CORE8-20260704-005-06,688400.SH,凌云光,shipment_capacity_utilization,SRC-ROBOT-CORE8-688400-SH,公司档案/凌云光公司信息梳理.md,line 59,## 6. 产量、销量、产能与产能利用率,https://www.lusterinc.com/about-lusterinc/company-profile/about/ ; https://www.lusterinc.com/solution-category/%E7%AB%8B%E4%BD%93%E8%A7%86%E8%A7%89/ ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-29/688400_20260429_V7F5.pdf,"official about page and stereoscopic vision solution page; SSE annual report URL located | note: LUSTER official about/solution pages: company focuses on machine vision and optical fiber optics; provides configurable vision systems, intelligent vision equipment and core vision devices; stereoscopic vision page lists intelligent visual equipment, visual systems, intelligent factory and visual devices.","Official source checked or located, but no robot-specific revenue/order/capacity/customer/ASP/margin/lifetime disclosure was verified.",PRIMARY_SOURCE_CHECK_EXECUTED_FIELD_REMAINS_GAP,CORE8_STRONG_FIELD_PRIMARY_SOURCE_GAP,supply capability and capacity bottleneck judgment,PRIMARY_SOURCE_CHECKED_STRONG_FIELD_GAP_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,"Do not write strong field conclusion; require annual report table, announcement, official IR, product manual, or customer-side primary evidence.",CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-043,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-043,EFT-CORE8-20260704-005-07,688400.SH,凌云光,customer_supply_status,SRC-ROBOT-CORE8-688400-SH,公司档案/凌云光公司信息梳理.md,line 12,机器人相关增量目前主要有两条：第一，工业视觉能力向机器人视觉检测、定位、识别和 AI 质检迁移；第二，元客视界的 FZMotion 光学惯性动捕、机器人本体 / 灵巧手遥操作数据采集、虚拟仿真数据采集，可作为具身智能训练数据基础设施。后一条更贴近“具身数据”主线，但收入、客户和订单尚未充分披露。,https://www.lusterinc.com/about-lusterinc/company-profile/about/ ; https://www.lusterinc.com/solution-category/%E7%AB%8B%E4%BD%93%E8%A7%86%E8%A7%89/ ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-29/688400_20260429_V7F5.pdf,"official about page and stereoscopic vision solution page; SSE annual report URL located | note: LUSTER official about/solution pages: company focuses on machine vision and optical fiber optics; provides configurable vision systems, intelligent vision equipment and core vision devices; stereoscopic vision page lists intelligent visual equipment, visual systems, intelligent factory and visual devices.","Official source checked or located, but no robot-specific revenue/order/capacity/customer/ASP/margin/lifetime disclosure was verified.",PRIMARY_SOURCE_CHECK_EXECUTED_FIELD_REMAINS_GAP,CORE8_STRONG_FIELD_PRIMARY_SOURCE_GAP,"customer relationship, main-supplier and supply-chain status",PRIMARY_SOURCE_CHECKED_STRONG_FIELD_GAP_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,"Do not write strong field conclusion; require annual report table, announcement, official IR, product manual, or customer-side primary evidence.",CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-044,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-044,EFT-CORE8-20260704-005-08,688400.SH,凌云光,asp_margin_lifetime,SRC-ROBOT-CORE8-688400-SH,公司档案/凌云光公司信息梳理.md,line 118,| 技术能力 | FZMotion 光学惯性动捕可服务机器人遥操作和训练数据采集；公司原有机器视觉、VisionWARE/F.Brain 等平台能力较强。 | 技术壁垒在光学、视觉算法和工业交付经验，增量方向是具身智能数据闭环，而非单一硬件 ASP。 | 产品手册、采集精度、延迟、稳定性、系统报价。 |,https://www.lusterinc.com/about-lusterinc/company-profile/about/ ; https://www.lusterinc.com/solution-category/%E7%AB%8B%E4%BD%93%E8%A7%86%E8%A7%89/ ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-29/688400_20260429_V7F5.pdf,"official about page and stereoscopic vision solution page; SSE annual report URL located | note: LUSTER official about/solution pages: company focuses on machine vision and optical fiber optics; provides configurable vision systems, intelligent vision equipment and core vision devices; stereoscopic vision page lists intelligent visual equipment, visual systems, intelligent factory and visual devices.","Official source checked or located, but no robot-specific revenue/order/capacity/customer/ASP/margin/lifetime disclosure was verified.",PRIMARY_SOURCE_CHECK_EXECUTED_FIELD_REMAINS_GAP,CORE8_STRONG_FIELD_PRIMARY_SOURCE_GAP,"unit economics, margin, replacement cycle and valuation sensitivity",PRIMARY_SOURCE_CHECKED_STRONG_FIELD_GAP_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,"Do not write strong field conclusion; require annual report table, announcement, official IR, product manual, or customer-side primary evidence.",CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-045,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-045,EFT-CORE8-20260704-005-09,688400.SH,凌云光,strong_field_gap_boundary,SRC-ROBOT-CORE8-688400-SH,公司档案/凌云光公司信息梳理.md,line 55,| 元客视界 / 具身数据收入 | 未披露 | 是机器人相关最大缺口之一 |,https://www.lusterinc.com/about-lusterinc/company-profile/about/ ; https://www.lusterinc.com/solution-category/%E7%AB%8B%E4%BD%93%E8%A7%86%E8%A7%89/ ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-29/688400_20260429_V7F5.pdf,"official about page and stereoscopic vision solution page; SSE annual report URL located | note: LUSTER official about/solution pages: company focuses on machine vision and optical fiber optics; provides configurable vision systems, intelligent vision equipment and core vision devices; stereoscopic vision page lists intelligent visual equipment, visual systems, intelligent factory and visual devices.",Gap/boundary retained; no strong conclusion added.,GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE,CORE8_STRONG_FIELD_GAP_OR_BOUNDARY,all strong-field conclusions that rely on missing official confirmation,GAP_BOUNDARY_RETAINED_NOT_MIGRATION_EXECUTION,RETAIN_GAP_BOUNDARY,Keep gap id and impact scope; fill only if later official primary source discloses the field.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-046,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-046,EFT-CORE8-20260704-006-01,688320.SH,禾川科技,robot_positioning,SRC-ROBOT-CORE8-688320-SH,公司档案/禾川科技公司信息梳理.md,line 26,| 机器人相关定位 | 电驱关节、空心杯电机、微型力矩电机、中空紧凑编码器、力矩电机、SCARA 机器人、YOLO 01 原型机 | C |,https://www.hcfa.cn/about/ ; https://www.hcfa.cn/ ; https://www.hcfa.cn/service/ ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-29/688320_20260429_LM29.pdf,"official about/home/service pages; SSE annual report URL located | note: HCFA official about/home/service pages: products include servo systems, PLC/controller, vision systems, encoders, inverters and HMI; applications include robotics; service page lists robot systems, robot controller/software and servo products.","Industrial automation components including servo systems, controllers and robot systems are supported by company official website; robot revenue/customer remains undisclosed.",PRIMARY_SOURCE_VERIFIED_SUPPORTS_SCOPE_OR_PRODUCT,CORE8_CANDIDATE_FACT_NEEDS_PRIMARY_CHECK,candidate inclusion and scope label,PRIMARY_SOURCE_VERIFIED_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,May be used as candidate-level scope/product evidence; still submit execution review before migration.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-047,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-047,EFT-CORE8-20260704-006-02,688320.SH,禾川科技,chain_segment,SRC-ROBOT-CORE8-688320-SH,公司档案/禾川科技公司信息梳理.md,line 24,| 所属环节 | 工业自动化、伺服驱动、控制器、电机、编码器、电驱关节、工业机器人 / 人形机器人本体 | A/C |,https://www.hcfa.cn/about/ ; https://www.hcfa.cn/ ; https://www.hcfa.cn/service/ ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-29/688320_20260429_LM29.pdf,"official about/home/service pages; SSE annual report URL located | note: HCFA official about/home/service pages: products include servo systems, PLC/controller, vision systems, encoders, inverters and HMI; applications include robotics; service page lists robot systems, robot controller/software and servo products.","Industrial automation components including servo systems, controllers and robot systems are supported by company official website; robot revenue/customer remains undisclosed.",PRIMARY_SOURCE_VERIFIED_SUPPORTS_SCOPE_OR_PRODUCT,CORE8_CANDIDATE_FACT_NEEDS_PRIMARY_CHECK,subindustry mapping and migration target section,PRIMARY_SOURCE_VERIFIED_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,May be used as candidate-level scope/product evidence; still submit execution review before migration.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-048,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-048,EFT-CORE8-20260704-006-03,688320.SH,禾川科技,core_judgement,SRC-ROBOT-CORE8-688320-SH,公司档案/禾川科技公司信息梳理.md,line 28,| 核心判断 | 产品布局早且宽，但机器人业务仍需订单、收入、毛利和量产能力验证 | E |,https://www.hcfa.cn/about/ ; https://www.hcfa.cn/ ; https://www.hcfa.cn/service/ ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-29/688320_20260429_LM29.pdf,"official about/home/service pages; SSE annual report URL located | note: HCFA official about/home/service pages: products include servo systems, PLC/controller, vision systems, encoders, inverters and HMI; applications include robotics; service page lists robot systems, robot controller/software and servo products.",Gap/boundary retained; no strong conclusion added.,GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE,CORE8_STRONG_FIELD_GAP_OR_BOUNDARY,company readout boundary and investment-reading wording,GAP_BOUNDARY_RETAINED_NOT_MIGRATION_EXECUTION,RETAIN_GAP_BOUNDARY,Keep gap id and impact scope; fill only if later official primary source discloses the field.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-049,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-049,EFT-CORE8-20260704-006-04,688320.SH,禾川科技,robot_product_or_solution,SRC-ROBOT-CORE8-688320-SH,公司档案/禾川科技公司信息梳理.md,line 12,禾川科技（688320.SH）是工业自动化解决方案厂商，机器人端的特点是布局宽：从工业伺服、控制器、电机，到电驱关节、空心杯电机、微型力矩电机、中空紧凑编码器、力矩电机，再到 SCARA 机器人和人形机器人原型机。但从投资分析和产业链验证角度看，公司目前仍属于“早期布局 / 技术与生态合作待验证”类型，不宜放入机器人业绩兑现型玩家。,https://www.hcfa.cn/about/ ; https://www.hcfa.cn/ ; https://www.hcfa.cn/service/ ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-29/688320_20260429_LM29.pdf,"official about/home/service pages; SSE annual report URL located | note: HCFA official about/home/service pages: products include servo systems, PLC/controller, vision systems, encoders, inverters and HMI; applications include robotics; service page lists robot systems, robot controller/software and servo products.",Gap/boundary retained; no strong conclusion added.,GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE,CORE8_STRONG_FIELD_GAP_OR_BOUNDARY,company product coverage and chain-link mapping,GAP_BOUNDARY_RETAINED_NOT_MIGRATION_EXECUTION,RETAIN_GAP_BOUNDARY,Keep gap id and impact scope; fill only if later official primary source discloses the field.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-050,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-050,EFT-CORE8-20260704-006-05,688320.SH,禾川科技,robot_revenue_or_order,SRC-ROBOT-CORE8-688320-SH,公司档案/禾川科技公司信息梳理.md,line 28,| 核心判断 | 产品布局早且宽，但机器人业务仍需订单、收入、毛利和量产能力验证 | E |,https://www.hcfa.cn/about/ ; https://www.hcfa.cn/ ; https://www.hcfa.cn/service/ ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-29/688320_20260429_LM29.pdf,"official about/home/service pages; SSE annual report URL located | note: HCFA official about/home/service pages: products include servo systems, PLC/controller, vision systems, encoders, inverters and HMI; applications include robotics; service page lists robot systems, robot controller/software and servo products.",Gap/boundary retained; no strong conclusion added.,GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE,CORE8_STRONG_FIELD_GAP_OR_BOUNDARY,strong field conclusions about revenue/order conversion,GAP_BOUNDARY_RETAINED_NOT_MIGRATION_EXECUTION,RETAIN_GAP_BOUNDARY,Keep gap id and impact scope; fill only if later official primary source discloses the field.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-051,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-051,EFT-CORE8-20260704-006-06,688320.SH,禾川科技,shipment_capacity_utilization,SRC-ROBOT-CORE8-688320-SH,公司档案/禾川科技公司信息梳理.md,line 14,公司机器人线索较多：研报称公司已成立浙江禾川人形机器人有限公司，并完成 YOLO 01 人形机器人原型机；2024 年 11 月 15 日，华为具身智能中心与禾川人形机器人等 16 家企业签署合作备忘录；另据《科创板日报》报道，禾川在人形机器人领域已有小规模量产并向研究机构供货，用于“大脑”和具身智能研究，订单大概在几百万元到千万元之间。上述信息说明公司具备产品和生态卡位，但订单规模、客户名称、产品结构、毛利和量产能力仍未披露。,https://www.hcfa.cn/about/ ; https://www.hcfa.cn/ ; https://www.hcfa.cn/service/ ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-29/688320_20260429_LM29.pdf,"official about/home/service pages; SSE annual report URL located | note: HCFA official about/home/service pages: products include servo systems, PLC/controller, vision systems, encoders, inverters and HMI; applications include robotics; service page lists robot systems, robot controller/software and servo products.",Gap/boundary retained; no strong conclusion added.,GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE,CORE8_STRONG_FIELD_GAP_OR_BOUNDARY,supply capability and capacity bottleneck judgment,GAP_BOUNDARY_RETAINED_NOT_MIGRATION_EXECUTION,RETAIN_GAP_BOUNDARY,Keep gap id and impact scope; fill only if later official primary source discloses the field.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-052,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-052,EFT-CORE8-20260704-006-07,688320.SH,禾川科技,customer_supply_status,SRC-ROBOT-CORE8-688320-SH,公司档案/禾川科技公司信息梳理.md,line 14,公司机器人线索较多：研报称公司已成立浙江禾川人形机器人有限公司，并完成 YOLO 01 人形机器人原型机；2024 年 11 月 15 日，华为具身智能中心与禾川人形机器人等 16 家企业签署合作备忘录；另据《科创板日报》报道，禾川在人形机器人领域已有小规模量产并向研究机构供货，用于“大脑”和具身智能研究，订单大概在几百万元到千万元之间。上述信息说明公司具备产品和生态卡位，但订单规模、客户名称、产品结构、毛利和量产能力仍未披露。,https://www.hcfa.cn/about/ ; https://www.hcfa.cn/ ; https://www.hcfa.cn/service/ ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-29/688320_20260429_LM29.pdf,"official about/home/service pages; SSE annual report URL located | note: HCFA official about/home/service pages: products include servo systems, PLC/controller, vision systems, encoders, inverters and HMI; applications include robotics; service page lists robot systems, robot controller/software and servo products.",Gap/boundary retained; no strong conclusion added.,GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE,CORE8_STRONG_FIELD_GAP_OR_BOUNDARY,"customer relationship, main-supplier and supply-chain status",GAP_BOUNDARY_RETAINED_NOT_MIGRATION_EXECUTION,RETAIN_GAP_BOUNDARY,Keep gap id and impact scope; fill only if later official primary source discloses the field.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-053,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-053,EFT-CORE8-20260704-006-08,688320.SH,禾川科技,asp_margin_lifetime,SRC-ROBOT-CORE8-688320-SH,公司档案/禾川科技公司信息梳理.md,line 14,公司机器人线索较多：研报称公司已成立浙江禾川人形机器人有限公司，并完成 YOLO 01 人形机器人原型机；2024 年 11 月 15 日，华为具身智能中心与禾川人形机器人等 16 家企业签署合作备忘录；另据《科创板日报》报道，禾川在人形机器人领域已有小规模量产并向研究机构供货，用于“大脑”和具身智能研究，订单大概在几百万元到千万元之间。上述信息说明公司具备产品和生态卡位，但订单规模、客户名称、产品结构、毛利和量产能力仍未披露。,https://www.hcfa.cn/about/ ; https://www.hcfa.cn/ ; https://www.hcfa.cn/service/ ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-29/688320_20260429_LM29.pdf,"official about/home/service pages; SSE annual report URL located | note: HCFA official about/home/service pages: products include servo systems, PLC/controller, vision systems, encoders, inverters and HMI; applications include robotics; service page lists robot systems, robot controller/software and servo products.",Gap/boundary retained; no strong conclusion added.,GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE,CORE8_STRONG_FIELD_GAP_OR_BOUNDARY,"unit economics, margin, replacement cycle and valuation sensitivity",GAP_BOUNDARY_RETAINED_NOT_MIGRATION_EXECUTION,RETAIN_GAP_BOUNDARY,Keep gap id and impact scope; fill only if later official primary source discloses the field.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-054,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-054,EFT-CORE8-20260704-006-09,688320.SH,禾川科技,strong_field_gap_boundary,SRC-ROBOT-CORE8-688320-SH,公司档案/禾川科技公司信息梳理.md,line 14,公司机器人线索较多：研报称公司已成立浙江禾川人形机器人有限公司，并完成 YOLO 01 人形机器人原型机；2024 年 11 月 15 日，华为具身智能中心与禾川人形机器人等 16 家企业签署合作备忘录；另据《科创板日报》报道，禾川在人形机器人领域已有小规模量产并向研究机构供货，用于“大脑”和具身智能研究，订单大概在几百万元到千万元之间。上述信息说明公司具备产品和生态卡位，但订单规模、客户名称、产品结构、毛利和量产能力仍未披露。,https://www.hcfa.cn/about/ ; https://www.hcfa.cn/ ; https://www.hcfa.cn/service/ ; https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-29/688320_20260429_LM29.pdf,"official about/home/service pages; SSE annual report URL located | note: HCFA official about/home/service pages: products include servo systems, PLC/controller, vision systems, encoders, inverters and HMI; applications include robotics; service page lists robot systems, robot controller/software and servo products.",Gap/boundary retained; no strong conclusion added.,GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE,CORE8_STRONG_FIELD_GAP_OR_BOUNDARY,all strong-field conclusions that rely on missing official confirmation,GAP_BOUNDARY_RETAINED_NOT_MIGRATION_EXECUTION,RETAIN_GAP_BOUNDARY,Keep gap id and impact scope; fill only if later official primary source discloses the field.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-055,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-055,EFT-CORE8-20260704-007-01,300681.SZ,英搏尔,robot_positioning,SRC-ROBOT-CORE8-300681-SZ,公司档案/英搏尔公司信息梳理.md,line 26,| 机器人相关产品 | 关节模组用电机及控制技术、GaN 方案、与丰立合作传动模块/关节模组 | A/C |,https://static.cninfo.com.cn/finalpage/2026-04-15/1225103884.PDF ; https://www.enpower.com/,annual report full-text scan plus official website; robot/joint terms not located | note: CNINFO annual report downloaded and keyword-scanned; official company website positions Enpower as a new-energy vehicle power-domain supplier. No robot/joint-specific disclosure was located in the scanned annual report or official website entry.,Official sources checked do not support upgrading the robot positioning claim; company remains new-energy power-domain supplier unless additional official robot source is provided.,PRIMARY_SOURCE_CHECK_EXECUTED_NO_ROBOT_SPECIFIC_SUPPORT,CORE8_PRIMARY_SOURCE_DOES_NOT_SUPPORT_ROBOT_FIELD,candidate inclusion and scope label,PRIMARY_SOURCE_CHECKED_GAP_RETAINED_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,Do not migrate as robot-core company before an official robot-related source is provided.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-056,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-056,EFT-CORE8-20260704-007-02,300681.SZ,英搏尔,chain_segment,SRC-ROBOT-CORE8-300681-SZ,公司档案/英搏尔公司信息梳理.md,line 25,| 所属环节 | 新能源动力域电源/电驱/电控、电机、eVTOL 电推进、机器人关节模组电驱侧 | A/C |,https://static.cninfo.com.cn/finalpage/2026-04-15/1225103884.PDF ; https://www.enpower.com/,annual report full-text scan plus official website; robot/joint terms not located | note: CNINFO annual report downloaded and keyword-scanned; official company website positions Enpower as a new-energy vehicle power-domain supplier. No robot/joint-specific disclosure was located in the scanned annual report or official website entry.,Official sources checked do not support upgrading the robot positioning claim; company remains new-energy power-domain supplier unless additional official robot source is provided.,PRIMARY_SOURCE_CHECK_EXECUTED_NO_ROBOT_SPECIFIC_SUPPORT,CORE8_PRIMARY_SOURCE_DOES_NOT_SUPPORT_ROBOT_FIELD,subindustry mapping and migration target section,PRIMARY_SOURCE_CHECKED_GAP_RETAINED_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,Do not migrate as robot-core company before an official robot-related source is provided.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-057,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-057,EFT-CORE8-20260704-007-03,300681.SZ,英搏尔,core_judgement,SRC-ROBOT-CORE8-300681-SZ,公司档案/英搏尔公司信息梳理.md,line 29,| 核心判断 | 车端电控平台迁移，机器人收入仍属待验证弹性 | E |,https://static.cninfo.com.cn/finalpage/2026-04-15/1225103884.PDF ; https://www.enpower.com/,annual report full-text scan plus official website; robot/joint terms not located | note: CNINFO annual report downloaded and keyword-scanned; official company website positions Enpower as a new-energy vehicle power-domain supplier. No robot/joint-specific disclosure was located in the scanned annual report or official website entry.,Gap/boundary retained; no strong conclusion added.,GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE,CORE8_STRONG_FIELD_GAP_OR_BOUNDARY,company readout boundary and investment-reading wording,GAP_BOUNDARY_RETAINED_NOT_MIGRATION_EXECUTION,RETAIN_GAP_BOUNDARY,Keep gap id and impact scope; fill only if later official primary source discloses the field.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-058,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-058,EFT-CORE8-20260704-007-04,300681.SZ,英搏尔,robot_product_or_solution,SRC-ROBOT-CORE8-300681-SZ,公司档案/英搏尔公司信息梳理.md,line 11,英搏尔（300681.SZ）在机器人产业链中的合理位置是“车端电驱/电控平台向机器人关节模组迁移的候选供应商”。公司主业不是机器人，而是新能源汽车动力域核心产品：电源总成、电驱总成、电机控制器、驱动电机、车载充电机、DC-DC 转换器，以及 eVTOL 电推进系统。其“集成芯”技术强调电机电控深度集成、高功率密度、小体积、轻量化和平台化制造，这些能力可迁移到机器人关节模组的电机、控制器和驱动单元。,https://static.cninfo.com.cn/finalpage/2026-04-15/1225103884.PDF ; https://www.enpower.com/,annual report full-text scan plus official website; robot/joint terms not located | note: CNINFO annual report downloaded and keyword-scanned; official company website positions Enpower as a new-energy vehicle power-domain supplier. No robot/joint-specific disclosure was located in the scanned annual report or official website entry.,Official sources checked do not support upgrading the robot positioning claim; company remains new-energy power-domain supplier unless additional official robot source is provided.,PRIMARY_SOURCE_CHECK_EXECUTED_NO_ROBOT_SPECIFIC_SUPPORT,CORE8_PRIMARY_SOURCE_DOES_NOT_SUPPORT_ROBOT_FIELD,company product coverage and chain-link mapping,PRIMARY_SOURCE_CHECKED_GAP_RETAINED_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,Do not migrate as robot-core company before an official robot-related source is provided.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-059,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-059,EFT-CORE8-20260704-007-05,300681.SZ,英搏尔,robot_revenue_or_order,SRC-ROBOT-CORE8-300681-SZ,公司档案/英搏尔公司信息梳理.md,line 28,| 机器人阶段 | 关节模组产品研发推进，与丰立合作，收入和客户未拆 | A/C |,https://static.cninfo.com.cn/finalpage/2026-04-15/1225103884.PDF ; https://www.enpower.com/,annual report full-text scan plus official website; robot/joint terms not located | note: CNINFO annual report downloaded and keyword-scanned; official company website positions Enpower as a new-energy vehicle power-domain supplier. No robot/joint-specific disclosure was located in the scanned annual report or official website entry.,Official sources checked do not support upgrading the robot positioning claim; company remains new-energy power-domain supplier unless additional official robot source is provided.,PRIMARY_SOURCE_CHECK_EXECUTED_NO_ROBOT_SPECIFIC_SUPPORT,CORE8_PRIMARY_SOURCE_DOES_NOT_SUPPORT_ROBOT_FIELD,strong field conclusions about revenue/order conversion,PRIMARY_SOURCE_CHECKED_GAP_RETAINED_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,Do not migrate as robot-core company before an official robot-related source is provided.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-060,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-060,EFT-CORE8-20260704-007-06,300681.SZ,英搏尔,shipment_capacity_utilization,SRC-ROBOT-CORE8-300681-SZ,公司档案/英搏尔公司信息梳理.md,line 17,当前判断：英搏尔在机器人端不是整关节模组已量产的确定供应商，而是“电机 + 电控 + 驱动”平台型迁移者。相比传统伺服公司，英搏尔优势在车规电控、功率器件、平台化制造和低空经济电推进；短板是缺少机器人客户、出货量、关节模组 ASP、寿命和量产良率披露。应把它作为关节模组电驱侧候选，而不是直接写成机器人执行器主供。,https://static.cninfo.com.cn/finalpage/2026-04-15/1225103884.PDF ; https://www.enpower.com/,annual report full-text scan plus official website; robot/joint terms not located | note: CNINFO annual report downloaded and keyword-scanned; official company website positions Enpower as a new-energy vehicle power-domain supplier. No robot/joint-specific disclosure was located in the scanned annual report or official website entry.,Official sources checked do not support upgrading the robot positioning claim; company remains new-energy power-domain supplier unless additional official robot source is provided.,PRIMARY_SOURCE_CHECK_EXECUTED_NO_ROBOT_SPECIFIC_SUPPORT,CORE8_PRIMARY_SOURCE_DOES_NOT_SUPPORT_ROBOT_FIELD,supply capability and capacity bottleneck judgment,PRIMARY_SOURCE_CHECKED_GAP_RETAINED_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,Do not migrate as robot-core company before an official robot-related source is provided.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-061,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-061,EFT-CORE8-20260704-007-07,300681.SZ,英搏尔,customer_supply_status,SRC-ROBOT-CORE8-300681-SZ,公司档案/英搏尔公司信息梳理.md,line 17,当前判断：英搏尔在机器人端不是整关节模组已量产的确定供应商，而是“电机 + 电控 + 驱动”平台型迁移者。相比传统伺服公司，英搏尔优势在车规电控、功率器件、平台化制造和低空经济电推进；短板是缺少机器人客户、出货量、关节模组 ASP、寿命和量产良率披露。应把它作为关节模组电驱侧候选，而不是直接写成机器人执行器主供。,https://static.cninfo.com.cn/finalpage/2026-04-15/1225103884.PDF ; https://www.enpower.com/,annual report full-text scan plus official website; robot/joint terms not located | note: CNINFO annual report downloaded and keyword-scanned; official company website positions Enpower as a new-energy vehicle power-domain supplier. No robot/joint-specific disclosure was located in the scanned annual report or official website entry.,Official sources checked do not support upgrading the robot positioning claim; company remains new-energy power-domain supplier unless additional official robot source is provided.,PRIMARY_SOURCE_CHECK_EXECUTED_NO_ROBOT_SPECIFIC_SUPPORT,CORE8_PRIMARY_SOURCE_DOES_NOT_SUPPORT_ROBOT_FIELD,"customer relationship, main-supplier and supply-chain status",PRIMARY_SOURCE_CHECKED_GAP_RETAINED_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,Do not migrate as robot-core company before an official robot-related source is provided.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-062,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-062,EFT-CORE8-20260704-007-08,300681.SZ,英搏尔,asp_margin_lifetime,SRC-ROBOT-CORE8-300681-SZ,公司档案/英搏尔公司信息梳理.md,line 17,当前判断：英搏尔在机器人端不是整关节模组已量产的确定供应商，而是“电机 + 电控 + 驱动”平台型迁移者。相比传统伺服公司，英搏尔优势在车规电控、功率器件、平台化制造和低空经济电推进；短板是缺少机器人客户、出货量、关节模组 ASP、寿命和量产良率披露。应把它作为关节模组电驱侧候选，而不是直接写成机器人执行器主供。,https://static.cninfo.com.cn/finalpage/2026-04-15/1225103884.PDF ; https://www.enpower.com/,annual report full-text scan plus official website; robot/joint terms not located | note: CNINFO annual report downloaded and keyword-scanned; official company website positions Enpower as a new-energy vehicle power-domain supplier. No robot/joint-specific disclosure was located in the scanned annual report or official website entry.,Official sources checked do not support upgrading the robot positioning claim; company remains new-energy power-domain supplier unless additional official robot source is provided.,PRIMARY_SOURCE_CHECK_EXECUTED_NO_ROBOT_SPECIFIC_SUPPORT,CORE8_PRIMARY_SOURCE_DOES_NOT_SUPPORT_ROBOT_FIELD,"unit economics, margin, replacement cycle and valuation sensitivity",PRIMARY_SOURCE_CHECKED_GAP_RETAINED_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,Do not migrate as robot-core company before an official robot-related source is provided.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-063,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-063,EFT-CORE8-20260704-007-09,300681.SZ,英搏尔,strong_field_gap_boundary,SRC-ROBOT-CORE8-300681-SZ,公司档案/英搏尔公司信息梳理.md,line 41,| 下游 | 新能源车、非道路、低空经济、机器人 | 车企、工程机械、无人配送、eVTOL 和机器人客户 | 机器人客户未披露，低空经济客户更明确 |,https://static.cninfo.com.cn/finalpage/2026-04-15/1225103884.PDF ; https://www.enpower.com/,annual report full-text scan plus official website; robot/joint terms not located | note: CNINFO annual report downloaded and keyword-scanned; official company website positions Enpower as a new-energy vehicle power-domain supplier. No robot/joint-specific disclosure was located in the scanned annual report or official website entry.,Gap/boundary retained; no strong conclusion added.,GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE,CORE8_STRONG_FIELD_GAP_OR_BOUNDARY,all strong-field conclusions that rely on missing official confirmation,GAP_BOUNDARY_RETAINED_NOT_MIGRATION_EXECUTION,RETAIN_GAP_BOUNDARY,Keep gap id and impact scope; fill only if later official primary source discloses the field.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-064,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-064,EFT-CORE8-20260704-008-01,002472.SZ,双环传动,robot_positioning,SRC-ROBOT-CORE8-002472-SZ,公司档案/双环传动-环动科技公司信息梳理.md,line 29,| 机器人相关定位 | 工业机器人 RV 减速器国产替代头部供应商；未来向谐波减速器、精密传动和机电一体化方向拓展。 |,https://static.cninfo.com.cn/finalpage/2026-04-24/1225170753.PDF,"annual report pages 14, 17, 21 | note: CNINFO annual report pages 14, 17 and 21: discusses industrial robot reducers and RV/harmonic localization; Huandong Technology develops heavy-duty RV precision reducer and motor-reducer integrated rotary joint module for robot lightweight/high-efficiency/intelligent direction.",Robot precision reducers and motor-reducer integrated rotary joint module R&D are supported by CNINFO annual report; robot-specific revenue/customer/ASP remain undisclosed.,PRIMARY_SOURCE_VERIFIED_SUPPORTS_SCOPE_OR_PRODUCT,CORE8_CANDIDATE_FACT_NEEDS_PRIMARY_CHECK,candidate inclusion and scope label,PRIMARY_SOURCE_VERIFIED_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,May be used as candidate-level scope/product evidence; still submit execution review before migration.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-065,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-065,EFT-CORE8-20260704-008-02,002472.SZ,双环传动,chain_segment,SRC-ROBOT-CORE8-002472-SZ,公司档案/双环传动-环动科技公司信息梳理.md,line 35,| 一级环节 | 中游核心零部件 / 传动系统 |,https://static.cninfo.com.cn/finalpage/2026-04-24/1225170753.PDF,"annual report pages 14, 17, 21 | note: CNINFO annual report pages 14, 17 and 21: discusses industrial robot reducers and RV/harmonic localization; Huandong Technology develops heavy-duty RV precision reducer and motor-reducer integrated rotary joint module for robot lightweight/high-efficiency/intelligent direction.",Robot precision reducers and motor-reducer integrated rotary joint module R&D are supported by CNINFO annual report; robot-specific revenue/customer/ASP remain undisclosed.,PRIMARY_SOURCE_VERIFIED_SUPPORTS_SCOPE_OR_PRODUCT,CORE8_CANDIDATE_FACT_NEEDS_PRIMARY_CHECK,subindustry mapping and migration target section,PRIMARY_SOURCE_VERIFIED_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,May be used as candidate-level scope/product evidence; still submit execution review before migration.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-066,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-066,EFT-CORE8-20260704-008-03,002472.SZ,双环传动,core_judgement,SRC-ROBOT-CORE8-002472-SZ,公司档案/双环传动-环动科技公司信息梳理.md,line 163,| 核心判断 | 团队治理是加分项：双环的制造底盘和环动的单体硬数据支撑较强；主要风险不是“有没有产品”，而是客户集中、价格年降、募投产能消化和人形路线能否再复制 RV 兑现。 | A / E | 后续用招股书问询和客户侧证据继续压实。 |,https://static.cninfo.com.cn/finalpage/2026-04-24/1225170753.PDF,"annual report pages 14, 17, 21 | note: CNINFO annual report pages 14, 17 and 21: discusses industrial robot reducers and RV/harmonic localization; Huandong Technology develops heavy-duty RV precision reducer and motor-reducer integrated rotary joint module for robot lightweight/high-efficiency/intelligent direction.",Robot precision reducers and motor-reducer integrated rotary joint module R&D are supported by CNINFO annual report; robot-specific revenue/customer/ASP remain undisclosed.,PRIMARY_SOURCE_VERIFIED_SUPPORTS_SCOPE_OR_PRODUCT,CORE8_CANDIDATE_FACT_NEEDS_PRIMARY_CHECK,company readout boundary and investment-reading wording,PRIMARY_SOURCE_VERIFIED_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,May be used as candidate-level scope/product evidence; still submit execution review before migration.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-067,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-067,EFT-CORE8-20260704-008-04,002472.SZ,双环传动,robot_product_or_solution,SRC-ROBOT-CORE8-002472-SZ,公司档案/双环传动-环动科技公司信息梳理.md,line 12,| 一句话结论 | 双环传动是高精密齿轮龙头，机器人减速器主要由控股子公司环动科技承接；环动科技是国内 RV 减速器国产替代的头部公司，已经披露收入、销量、ASP、毛利率、产能利用率和客户结构，是目前减速器环节硬数据最充分的公司之一。 |,https://static.cninfo.com.cn/finalpage/2026-04-24/1225170753.PDF,"annual report pages 14, 17, 21 | note: CNINFO annual report pages 14, 17 and 21: discusses industrial robot reducers and RV/harmonic localization; Huandong Technology develops heavy-duty RV precision reducer and motor-reducer integrated rotary joint module for robot lightweight/high-efficiency/intelligent direction.",Robot precision reducers and motor-reducer integrated rotary joint module R&D are supported by CNINFO annual report; robot-specific revenue/customer/ASP remain undisclosed.,PRIMARY_SOURCE_VERIFIED_SUPPORTS_SCOPE_OR_PRODUCT,CORE8_CANDIDATE_FACT_NEEDS_PRIMARY_CHECK,company product coverage and chain-link mapping,PRIMARY_SOURCE_VERIFIED_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,May be used as candidate-level scope/product evidence; still submit execution review before migration.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-068,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-068,EFT-CORE8-20260704-008-05,002472.SZ,双环传动,robot_revenue_or_order,SRC-ROBOT-CORE8-002472-SZ,公司档案/双环传动-环动科技公司信息梳理.md,line 12,| 一句话结论 | 双环传动是高精密齿轮龙头，机器人减速器主要由控股子公司环动科技承接；环动科技是国内 RV 减速器国产替代的头部公司，已经披露收入、销量、ASP、毛利率、产能利用率和客户结构，是目前减速器环节硬数据最充分的公司之一。 |,https://static.cninfo.com.cn/finalpage/2026-04-24/1225170753.PDF,"annual report pages 14, 17, 21 | note: CNINFO annual report pages 14, 17 and 21: discusses industrial robot reducers and RV/harmonic localization; Huandong Technology develops heavy-duty RV precision reducer and motor-reducer integrated rotary joint module for robot lightweight/high-efficiency/intelligent direction.","Official source checked or located, but no robot-specific revenue/order/capacity/customer/ASP/margin/lifetime disclosure was verified.",PRIMARY_SOURCE_CHECK_EXECUTED_FIELD_REMAINS_GAP,CORE8_STRONG_FIELD_PRIMARY_SOURCE_GAP,strong field conclusions about revenue/order conversion,PRIMARY_SOURCE_CHECKED_STRONG_FIELD_GAP_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,"Do not write strong field conclusion; require annual report table, announcement, official IR, product manual, or customer-side primary evidence.",CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-069,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-069,EFT-CORE8-20260704-008-06,002472.SZ,双环传动,shipment_capacity_utilization,SRC-ROBOT-CORE8-002472-SZ,公司档案/双环传动-环动科技公司信息梳理.md,line 12,| 一句话结论 | 双环传动是高精密齿轮龙头，机器人减速器主要由控股子公司环动科技承接；环动科技是国内 RV 减速器国产替代的头部公司，已经披露收入、销量、ASP、毛利率、产能利用率和客户结构，是目前减速器环节硬数据最充分的公司之一。 |,https://static.cninfo.com.cn/finalpage/2026-04-24/1225170753.PDF,"annual report pages 14, 17, 21 | note: CNINFO annual report pages 14, 17 and 21: discusses industrial robot reducers and RV/harmonic localization; Huandong Technology develops heavy-duty RV precision reducer and motor-reducer integrated rotary joint module for robot lightweight/high-efficiency/intelligent direction.","Official source checked or located, but no robot-specific revenue/order/capacity/customer/ASP/margin/lifetime disclosure was verified.",PRIMARY_SOURCE_CHECK_EXECUTED_FIELD_REMAINS_GAP,CORE8_STRONG_FIELD_PRIMARY_SOURCE_GAP,supply capability and capacity bottleneck judgment,PRIMARY_SOURCE_CHECKED_STRONG_FIELD_GAP_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,"Do not write strong field conclusion; require annual report table, announcement, official IR, product manual, or customer-side primary evidence.",CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-070,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-070,EFT-CORE8-20260704-008-07,002472.SZ,双环传动,customer_supply_status,SRC-ROBOT-CORE8-002472-SZ,公司档案/双环传动-环动科技公司信息梳理.md,line 12,| 一句话结论 | 双环传动是高精密齿轮龙头，机器人减速器主要由控股子公司环动科技承接；环动科技是国内 RV 减速器国产替代的头部公司，已经披露收入、销量、ASP、毛利率、产能利用率和客户结构，是目前减速器环节硬数据最充分的公司之一。 |,https://static.cninfo.com.cn/finalpage/2026-04-24/1225170753.PDF,"annual report pages 14, 17, 21 | note: CNINFO annual report pages 14, 17 and 21: discusses industrial robot reducers and RV/harmonic localization; Huandong Technology develops heavy-duty RV precision reducer and motor-reducer integrated rotary joint module for robot lightweight/high-efficiency/intelligent direction.","Official source checked or located, but no robot-specific revenue/order/capacity/customer/ASP/margin/lifetime disclosure was verified.",PRIMARY_SOURCE_CHECK_EXECUTED_FIELD_REMAINS_GAP,CORE8_STRONG_FIELD_PRIMARY_SOURCE_GAP,"customer relationship, main-supplier and supply-chain status",PRIMARY_SOURCE_CHECKED_STRONG_FIELD_GAP_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,"Do not write strong field conclusion; require annual report table, announcement, official IR, product manual, or customer-side primary evidence.",CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-071,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-071,EFT-CORE8-20260704-008-08,002472.SZ,双环传动,asp_margin_lifetime,SRC-ROBOT-CORE8-002472-SZ,公司档案/双环传动-环动科技公司信息梳理.md,line 12,| 一句话结论 | 双环传动是高精密齿轮龙头，机器人减速器主要由控股子公司环动科技承接；环动科技是国内 RV 减速器国产替代的头部公司，已经披露收入、销量、ASP、毛利率、产能利用率和客户结构，是目前减速器环节硬数据最充分的公司之一。 |,https://static.cninfo.com.cn/finalpage/2026-04-24/1225170753.PDF,"annual report pages 14, 17, 21 | note: CNINFO annual report pages 14, 17 and 21: discusses industrial robot reducers and RV/harmonic localization; Huandong Technology develops heavy-duty RV precision reducer and motor-reducer integrated rotary joint module for robot lightweight/high-efficiency/intelligent direction.","Official source checked or located, but no robot-specific revenue/order/capacity/customer/ASP/margin/lifetime disclosure was verified.",PRIMARY_SOURCE_CHECK_EXECUTED_FIELD_REMAINS_GAP,CORE8_STRONG_FIELD_PRIMARY_SOURCE_GAP,"unit economics, margin, replacement cycle and valuation sensitivity",PRIMARY_SOURCE_CHECKED_STRONG_FIELD_GAP_NOT_MIGRATION_EXECUTION,VERIFY_PRIMARY_SOURCE,"Do not write strong field conclusion; require annual report table, announcement, official IR, product manual, or customer-side primary evidence.",CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921
CFE-CORE8-20260704-072,ANA-ROBOT-INDUSTRY-001,BATCH-ANA-ROBOT-MIGRATION-002,DESIGN-ANA-ROBOT-SECOND-BATCH-001,RUN-ANA-ROBOT-SECOND-BATCH-PRIMARY-SOURCE-VERIFY-001,PSV-CORE8-20260704-072,EFT-CORE8-20260704-008-09,002472.SZ,双环传动,strong_field_gap_boundary,SRC-ROBOT-CORE8-002472-SZ,公司档案/双环传动-环动科技公司信息梳理.md,line 98,| 卡诺普 | RV 减速器等 | 已合作 | 未披露 | 国内 | A | 国内工业机器人厂商 |,https://static.cninfo.com.cn/finalpage/2026-04-24/1225170753.PDF,"annual report pages 14, 17, 21 | note: CNINFO annual report pages 14, 17 and 21: discusses industrial robot reducers and RV/harmonic localization; Huandong Technology develops heavy-duty RV precision reducer and motor-reducer integrated rotary joint module for robot lightweight/high-efficiency/intelligent direction.",Gap/boundary retained; no strong conclusion added.,GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE,CORE8_STRONG_FIELD_GAP_OR_BOUNDARY,all strong-field conclusions that rely on missing official confirmation,GAP_BOUNDARY_RETAINED_NOT_MIGRATION_EXECUTION,RETAIN_GAP_BOUNDARY,Keep gap id and impact scope; fill only if later official primary source discloses the field.,CURRENT_USER_REQUEST_20260704_NEXT_ROBOT_015; msg_20260704171343032_ae604921