edit | blame | history | raw
"source_item_id","case_id","design_id","source_item_type","artifact_path","baseline_sha256","start_line","end_line","source_locator","source_text_sha256","source_text_bytes","process_marker_occurrences","inline_evidence_refs","page_latest_evidence_ref","original_claim_strength","extraction_spec_version","match_rule","source_text_preview"
"FOHLSRC-FOHLBASE-001-0004-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","4","4","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L4","29e3c035779e705b933001216d784b3b81fa66e0ea7e5e1da927d0659cc2a9e0","33","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> case_id: ANA-ROBOT-INDUSTRY-001"
"FOHLSRC-FOHLBASE-001-0005-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L5","190ce0e7ffd5eaee5af6e606354670e57c4c578eb4ad1461a0db04bd08860b29","55","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> run_id: RUN-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"FOHLSRC-FOHLBASE-001-0005-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L5","190ce0e7ffd5eaee5af6e606354670e57c4c578eb4ad1461a0db04bd08860b29","55","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> run_id: RUN-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"FOHLSRC-FOHLBASE-001-0006-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","6","6","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L6","ad362c060d06a95bd6db51db36da4d60567782ec40cfc21000f64abdd745f3d4","41","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> batch_id: BATCH-ANA-ROBOT-MIGRATION-002"
"FOHLSRC-FOHLBASE-001-0007-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L7","fc92d9f8c86cbb689b77e6aa6a916b38a0747d9a4a7b870534f869c497049bf6","122","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> status: BATCH002_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW / SNAPSHOT_EXECUTION_PREPARED_NOT_OUTPUT_PASS"
"FOHLSRC-FOHLBASE-001-0007-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L7","fc92d9f8c86cbb689b77e6aa6a916b38a0747d9a4a7b870534f869c497049bf6","122","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> status: BATCH002_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW / SNAPSHOT_EXECUTION_PREPARED_NOT_OUTPUT_PASS"
"FOHLSRC-FOHLBASE-001-0010-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","10","10","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L10","490ce7b9c81c928bee290b759925fae40bf0c9d3419f9ab7286b5fe464f37718","90","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> candidate_freeze: ../../../manifest/second_batch_execution_candidate_freeze_20260704.csv"
"FOHLSRC-FOHLBASE-001-0011-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","11","11","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L11","f3100b18b4f05ddc370c125b195513f4e9b6e699a55d610b05f6ea6ae72f6703","108","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> fact_execution_version: ../../../evidence/candidate_fact_execution_version_second_batch_core8_20260704.csv"
"FOHLSRC-FOHLBASE-001-0012-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","12","12","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L12","3653fa69304dd02dd742a0828ad24e679ca334479bb97feeb5fd70c1b2601788","86","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> field_summary_cn: ../../../evidence/second_batch_core7_field_summary_cn_20260704.csv"
"FOHLSRC-FOHLBASE-001-0013-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","13","13","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L13","57818180034d79f45bdbf74f6b143fb8425c2fd377065404dcbe930f3f4d01a9","94","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> body_downgrade_scope: ../../../evidence/second_batch_core7_body_downgrade_scope_20260704.csv"
"FOHLSRC-FOHLBASE-001-0017-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","17","17","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L17","e395adef2e455830de76398fc1042ecae3a54f2a894af760062a210eefd265a7","73","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> paragraph_rewrite_run: RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001"
"FOHLSRC-FOHLBASE-001-0017-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","17","17","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L17","e395adef2e455830de76398fc1042ecae3a54f2a894af760062a210eefd265a7","73","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> paragraph_rewrite_run: RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001"
"FOHLSRC-FOHLBASE-001-0018-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","18","18","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L18","75e6a36107307fb35359bd26ae694899a3a0a877951e81f8b84f7a5ee82eeb3a","110","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> primary_source_snapshot_plan: ../../../evidence/second_batch_core7_primary_source_snapshot_plan_20260704.csv"
"FOHLSRC-FOHLBASE-001-0022-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","22","22","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L22","49fd9fc2309aa8c5fd777a37442025b6c31aa112d370311394f97814971bf72e","70","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> snapshot_execution_run: RUN-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001"
"FOHLSRC-FOHLBASE-001-0022-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","22","22","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L22","49fd9fc2309aa8c5fd777a37442025b6c31aa112d370311394f97814971bf72e","70","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> snapshot_execution_run: RUN-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001"
"FOHLSRC-FOHLBASE-001-0023-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","23","23","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L23","ad1bf8ca7f56956f90c5e796e3a0bcac5930b992c295bbbe2fd2e0f09b07e387","92","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> evidence_summary_cn: ../../../evidence/second_batch_core7_evidence_summary_cn_20260704.csv"
"FOHLSRC-FOHLBASE-001-0024-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","24","24","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L24","0f88de0fc7b8d3e647f532ab818cea5afe7ff53f99963af4adc7bc4ddac7d46d","89","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> page_extract_manifest: ../../../evidence/primary_source_page_extract_core7_20260704.csv"
"FOHLSRC-FOHLBASE-001-0025-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","25","25","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L25","13e9af41b430cdbaeb893d4524fdcad2cce54ef0345569f7e08369cafd169593","90","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> snapshot_manifest: ../../../evidence/primary_source_snapshot_manifest_core7_20260704.csv"
"FOHLSRC-FOHLBASE-001-0026-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","26","26","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L26","efe2c4b882698490a74cca75da3dad9a8077b09bd418bac109d25a549673fe1d","100","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> paragraph_rewrite_scope: ../../../evidence/second_batch_core7_paragraph_rewrite_scope_20260704.csv"
"FOHLSRC-FOHLBASE-001-0027-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","27","27","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L27","e36a6b5c3e4e8f581bb5f42a36ef184b096a620ba47c87e757f1fec3672d054f","63","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> source_review: AUDIT-ANA-ROBOT-SECOND-BATCH-OUTPUT-REPAIR-001"
"FOHLSRC-FOHLBASE-001-0027-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","27","27","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L27","e36a6b5c3e4e8f581bb5f42a36ef184b096a620ba47c87e757f1fec3672d054f","63","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> source_review: AUDIT-ANA-ROBOT-SECOND-BATCH-OUTPUT-REPAIR-001"
"FOHLSRC-FOHLBASE-001-0028-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","28","28","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L28","61a7c6d99ea21c1856967fd8326464d9cf7fe7a462e79ad592be4c086835a06f","48","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> source_message: msg_20260704195534274_2e32aa67"
"FOHLSRC-FOHLBASE-001-0029-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","29","29","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L29","9e0c1b16d411cb585c2ee533a843d8eff690a2c4f2b5785cb10c1ffb837563e8","25","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> frozen_date: 2026-07-04"
"FOHLSRC-FOHLBASE-001-0031-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","31","31","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L31","c660f965465b67c897c12358553bc38c982b164a29633697907ca77d31a24dfa","33","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0. 第二批迁移输出门禁"
"FOHLSRC-FOHLBASE-001-0033-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L33","ef7873e75d7860878bc3f1d4ed1c5e22734d24b8f6ad28b185ee6a22798516d6","128","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 本页仅是项目体系内第二批迁移待审草稿,不代表审核通过、正式扩池、完成状态或对外交付。"
"FOHLSRC-FOHLBASE-001-0034-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L34","348ebd2670ef608e5414f636136d1934039aacd1e24ab0caad15e1a509c0f49d","109","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 核心 7:埃斯顿、奥普特、长光华芯、天准科技、凌云光、禾川科技、双环传动。"
"FOHLSRC-FOHLBASE-001-0036-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","36","36","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L36","fdfe29b1487f40edd810bf3a0d459db983a0b8d36cac83c100e91127dd1912fa","221","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 12 个相邻 / 供应链候选继续排除:鼎通科技、恒锋工具、飞荣达、宏发股份、沃尔德、鹏辉能源、日发精机、嵘泰股份、沃特股份、立讯精密、中石科技、银轮股份。"
"FOHLSRC-FOHLBASE-001-0037-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","37","37","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L37","23f8f1cbbb462634ed7a1300c801f84572b6dba39702f53531e4271619ef5ffb","132","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 本公司 primary source 核验摘要:范围 / 产品层支持 4 条,强字段仍缺口 0 条,缺口 / 边界保留 5 条。"
"FOHLSRC-FOHLBASE-001-0038-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","38","38","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L38","48cf1a1be2cab12ed1247a34c68ffbd6a7700aa9db45547e6986eb7c07998fd8","197","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 收入 / 订单、产能 / 产销、客户供货、ASP / 毛利 / 寿命等强字段全部维持 `DATA_GAP_REVIEW` 或 `PENDING_PRIMARY_SOURCE_REVIEW`,不得从范围 / 产品层证据升级。"
"FOHLSRC-FOHLBASE-001-0040-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","40","40","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L40","457969e30c0fd618d1104dd272d566126ea512bbd72c4d5a2cd5e203b1debc20","139","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 正文保留既有研究成果承接内容;下表和 0.2 节给出本轮输出前必须保留的字段级与段落组级降读口径。"
"FOHLSRC-FOHLBASE-001-0042-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","42","42","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L42","98f095c434a1f05171fda355bb1a7917417de2c2b2e5154bfed505335ee38c48","37","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.1 待核验事实 / 缺口结构"
"FOHLSRC-FOHLBASE-001-0046-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L46","e21259e93579dac63ed26803ae99c12de2eda240401b662b46cbfe9015be84bb","418","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人定位 | `PRIMARY_SOURCE_VERIFIED_SUPPORTS_SCOPE_OR_PRODUCT / 范围 / 产品层支持` | 仅作为范围 / 产品层待审输出,不代表强字段成立 | `CORE8_CANDIDATE_FACT_NEEDS_PRIMARY_CHECK` | 官方年报可支持工业机器人本体、运动控制、伺服和智能制造系统的范围 / 产品层相关性;不支撑收入、订单、客户、产能、ASP、毛利或寿命等强字段。 |"
"FOHLSRC-FOHLBASE-001-0047-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","47","47","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L47","fe7c7b0c25064611d72d94cc13aecfeda56de8f96debe32aaa67046a43dab993","418","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产业链环节 | `PRIMARY_SOURCE_VERIFIED_SUPPORTS_SCOPE_OR_PRODUCT / 范围 / 产品层支持` | 仅作为范围 / 产品层待审输出,不代表强字段成立 | `CORE8_CANDIDATE_FACT_NEEDS_PRIMARY_CHECK` | 官方年报可支持工业机器人本体、运动控制、伺服和智能制造系统的范围 / 产品层相关性;不支撑收入、订单、客户、产能、ASP、毛利或寿命等强字段。 |"
"FOHLSRC-FOHLBASE-001-0048-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L48","b12f2242419085771c0a4b206db334c940383869d74bc03e133b9462ef1f6a8b","415","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心判断 | `PRIMARY_SOURCE_VERIFIED_SUPPORTS_SCOPE_OR_PRODUCT / 范围 / 产品层支持` | 仅作为范围 / 产品层待审输出,不代表强字段成立 | `CORE8_CANDIDATE_FACT_NEEDS_PRIMARY_CHECK` | 官方年报可支持工业机器人本体、运动控制、伺服和智能制造系统的范围 / 产品层相关性;不支撑收入、订单、客户、产能、ASP、毛利或寿命等强字段。 |"
"FOHLSRC-FOHLBASE-001-0049-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L49","fc8c9e5ecf4a24818d6e891c55d9ce9e5974bfe15ddb065c5dbfd989250e334f","427","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人产品 / 方案 | `PRIMARY_SOURCE_VERIFIED_SUPPORTS_SCOPE_OR_PRODUCT / 范围 / 产品层支持` | 仅作为范围 / 产品层待审输出,不代表强字段成立 | `CORE8_CANDIDATE_FACT_NEEDS_PRIMARY_CHECK` | 官方年报可支持工业机器人本体、运动控制、伺服和智能制造系统的范围 / 产品层相关性;不支撑收入、订单、客户、产能、ASP、毛利或寿命等强字段。 |"
"FOHLSRC-FOHLBASE-001-0050-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","50","50","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L50","9c78b92cc0ad6a951f37e016ce230144fecedbbb6721913de546874927fd6e91","383","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 收入 / 订单 | `GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE / 缺口 / 边界保留` | 移入待核验事实 / 缺口结构;不得写成正式事实 | `CORE8_STRONG_FIELD_GAP_OR_BOUNDARY` | 已执行官方来源核验,未核验到机器人专项收入、订单金额或营收占比等强字段披露;本字段保留为收入 / 订单缺口,不写正式事实。 |"
"FOHLSRC-FOHLBASE-001-0051-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","51","51","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L51","68e5bcab937c6271b0bf950b44b9702888dd5d329fa354235a0e792f2a332d16","383","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产能 / 产销 / 利用率 | `GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE / 缺口 / 边界保留` | 移入待核验事实 / 缺口结构;不得写成正式事实 | `CORE8_STRONG_FIELD_GAP_OR_BOUNDARY` | 未核验到机器人专项产量、销量、产能利用率或出货规模的官方可复核披露;本字段保留为产能 / 产销缺口,不写正式事实。 |"
"FOHLSRC-FOHLBASE-001-0052-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","52","52","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L52","fe7fb8ccecf1b629170bdf89b933a9b58fe7e71bb86ca026b86a39be9658356e","347","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户供货状态 | `GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE / 缺口 / 边界保留` | 移入待核验事实 / 缺口结构;不得写成正式事实 | `CORE8_STRONG_FIELD_GAP_OR_BOUNDARY` | 未核验到客户名称、供货状态、主供 / 独供或供货份额的官方可复核披露;本字段保留为客户供货缺口。 |"
"FOHLSRC-FOHLBASE-001-0053-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","53","53","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L53","a99a488be296d28f0bd47a062bb0e58d61146fb0667db1695975f171bff882fd","360","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP / 毛利 / 寿命 | `GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE / 缺口 / 边界保留` | 移入待核验事实 / 缺口结构;不得写成正式事实 | `CORE8_STRONG_FIELD_GAP_OR_BOUNDARY` | 未核验到 ASP、毛利率、寿命、更换周期或交付周期等官方可复核披露;本字段保留为价值量 / 毛利 / 寿命缺口。 |"
"FOHLSRC-FOHLBASE-001-0054-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","54","54","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L54","62b066e8ddd1f266f414ed8ab7bc88c2595616448d640d5f651a4a1b40272b99","369","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 强字段缺口边界 | `GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE / 缺口 / 边界保留` | 移入待核验事实 / 缺口结构;不得写成正式事实 | `CORE8_STRONG_FIELD_GAP_OR_BOUNDARY` | 强字段仍缺少 primary source 级别的事实值、证据位置和结论强度支撑;本轮只记录缺口编号、影响范围和后续补证要求。 |"
"FOHLSRC-FOHLBASE-001-0056-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","56","56","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L56","6c2c3796aef870b4393eac74f6d4cef2c2bcc261bec21c9733c4e69e66e2186f","37","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.2 正文级降读和证据标注"
"FOHLSRC-FOHLBASE-001-0062-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","62","62","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L62","aea435902e6545f8a2a273a36a41c8d86b4ab5dd5740977b3b36dd2fcfe93c3e","318","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司结论与基本判断 | 机器人定位、核心判断、产品 / 方案 | 保留为范围 / 产品层待审读法;不得写成正式公司结论、投资排序或收益判断 | 以 0.1 表中的范围 / 产品层记录为准 | 输出通过前补官方页码、产品页或人工快照作为可复核证据 |"
"FOHLSRC-FOHLBASE-001-0063-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","63","63","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L63","e37ca234b65d6a7bd9a728304a3ba5288ff89e877b1e76cf3d6807f0c779cf7e","354","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 收入、利润、订单和营收占比 | 收入、订单、机器人业务占比、利润弹性 | 统一降读为 DATA_GAP_REVIEW 或 PENDING_PRIMARY_SOURCE_REVIEW;不得作为机器人专项收入或订单事实 | 以 0.1 中强字段缺口 / 边界记录为准 | 补年报页码级抽取、交易所公告、官方 IR 或客户侧可复核来源 |"
"FOHLSRC-FOHLBASE-001-0064-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","64","64","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L64","2e120f5a04dbe449ccf7988776a5c27b662e146dc9f15138c7a94b52a93b9cc7","327","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产量、销量、产能、市场份额 | 出货量、产销、产能利用率、市占率、批量供货 | 统一降读为待核验线索;不得推导供给能力、份额或规模地位 | 以 0.1 中产能 / 产销 / 利用率记录为准 | 补官方产销表、年报表格、产品线披露或第三方可复核统计 |"
"FOHLSRC-FOHLBASE-001-0065-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","65","65","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L65","9dc27b888bdc0b0119576645ce4843cc42100dba249073025922a400178ec1dc","318","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户、供应链和供货状态 | 客户名称、供货量、主供 / 独供、份额、复购 | 统一降读为客户 / 供应链待核验线索;不得写成确认供货关系 | 以 0.1 中客户供货状态记录为准 | 补公司公告、客户侧公告、采购 / 中标、官方合作披露或人工快照 |"
"FOHLSRC-FOHLBASE-001-0066-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","66","66","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L66","b35cda1eb510525081ba30764426e81444dc931a6bb47af098ff864a7878fb7c","331","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP、毛利、寿命和交付 | 单价、毛利率、寿命、更换周期、交付周期 | 统一降读为缺口;不得用于单机价值量、盈利弹性或估值敏感性强结论 | 以 0.1 中 ASP / 毛利 / 寿命记录为准 | 补产品报价、分业务毛利、可靠性测试、订单 / 交付周期等官方来源 |"
"FOHLSRC-FOHLBASE-001-0070-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","70","70","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L70","e83ea51691f1c1725cbfeb6a37e4642ea2a0e028b2059c8422cf49e53dfc05c6","37","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.3 正文逐段降读改写记录"
"FOHLSRC-FOHLBASE-001-0072-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","72","72","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L72","467cdb233c9c9006ad09388e26f8af1cad03d1850ed672df39afc2f7bb377d2c","254","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> 本节承接 AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001,并落实 NEXT-ROBOT-027;以下标注已同步插入正文原承接稿对应标题前。正文仍为待审输入,不代表输出通过、对外交付、正式扩池或强字段升级。"
"FOHLSRC-FOHLBASE-001-0072-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","72","72","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L72","467cdb233c9c9006ad09388e26f8af1cad03d1850ed672df39afc2f7bb377d2c","254","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 本节承接 AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001,并落实 NEXT-ROBOT-027;以下标注已同步插入正文原承接稿对应标题前。正文仍为待审输入,不代表输出通过、对外交付、正式扩池或强字段升级。"
"FOHLSRC-FOHLBASE-001-0076-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","76","76","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L76","10a4dd15489091ebef71f5ede8371febace78bd4c93215c46f11d9e5a5b8bc86","280","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司结论与基本判断 | ## 1. 公司结论 | 机器人定位、核心判断、产品 / 方案 | 保留为范围 / 产品层待审线索,不写成审核通过结论、投资排序或对外交付事实。 | 补官方页码级证据、产品页或官方可复核快照。 |"
"FOHLSRC-FOHLBASE-001-0077-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","77","77","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L77","29b20a36f783c9814ecc7298587d5712f3d64a2a49c4426076545ed51e568626","326","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 收入、利润、订单和营收占比 | ## 5. 收入、利润与营收占比 | 收入、订单、机器人业务占比、利润弹性 | 统一降读为待核验事实 / 缺口,不写机器人专项收入、订单或利润事实。 | 补年报页码级抽取、交易所公告、官方 IR 或客户侧可复核来源。 |"
"FOHLSRC-FOHLBASE-001-0078-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","78","78","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L78","6218b34fc0214a16a9e6d91aa769b4b7b7823ccf7f608429a42c05627f7adb83","334","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产量、销量、产能、市场份额 | ## 6. 产量、销量、产能与产能利用率 | 出货量、产销、产能利用率、市占率、批量供货 | 统一降读为待核验线索,不据此推导供给能力、份额或规模地位。 | 补官方产销表、年报表格、产品线披露或第三方可复核统计。 |"
"FOHLSRC-FOHLBASE-001-0079-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","79","79","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L79","9923ffc153cf92c10dde1339f8abb210b43924582d751f8a84d9f65b8ebdc848","319","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户、供应链和供货状态 | ## 7. 客户、供应链与供货状态 | 客户名称、供货量、主供 / 独供、份额、复购 | 统一降读为客户 / 供应链待核验线索,不写成确认供货关系。 | 补公司公告、客户侧公告、采购 / 中标、官方合作披露或人工快照。 |"
"FOHLSRC-FOHLBASE-001-0080-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","80","80","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L80","ac708d1f541deaec398bf233636fab5ea09c8bf9ed54c0bc9dda42fbadd81483","334","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP、毛利、寿命和交付 | ## 8. ASP、寿命、交付与售后 | 单价、毛利率、寿命、更换周期、交付周期 | 统一降读为价值量 / 盈利 / 寿命缺口,不支撑单机价值量或盈利弹性强结论。 | 补产品报价、分业务毛利、可靠性测试、订单 / 交付周期等官方来源。 |"
"FOHLSRC-FOHLBASE-001-0081-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","81","81","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L81","7aef46fd1dd3b08287c8931baf227718e80e9e1a3114d3c457366dc64c7ab343","310","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 成本结构与盈利敏感性 | ## 9. 成本结构与利润弹性 | 成本拆分、毛利率、单机价值量、国产替代弹性 | 统一降读为成本结构待核验线索,不写成盈利弹性或价值量结论。 | 补官方成本、分业务毛利、产品价格或可复核的第三方统计。 |"
"FOHLSRC-FOHLBASE-001-0082-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","82","82","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L82","35cf8a8c149f791a3f0e7e298c962d58d3fd613fd3e06c3f8a7aa99c688da106","287","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 增量方向、确定性和弹性 | ## 10. 增量来自哪里 | 增量来源、确定性、弹性、投资读法 | 仅保留为研究观察方向,不构成投资排序、交易建议或收益承诺。 | 输出通过前改写为观察条件、触发条件、失效条件和风险。 |"
"FOHLSRC-FOHLBASE-001-0083-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","83","83","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L83","9491ab8d9ea3796a45902345b925ac6d73ba4fc7d975f705b31839a5bbebf5bd","64","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.4 primary source 快照 / 页码级证据补强执行记录"
"FOHLSRC-FOHLBASE-001-0085-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","85","85","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L85","09de611b1a660d8132e7e0e9dbe3a88569381d30c01b13d7398028933c197098","407","3","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> 本节承接 AUDIT-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001、AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001 返修意见和 NEXT-ROBOT-028A。本轮仅修复公司页占位符并写入真实页码抽取状态;不重跑已冻结的 18 条快照 manifest、7 条 page extract 表和 63 条中文证据摘要,也不代表输出通过、对外交付、完成状态、正式扩池或强字段升级。"
"FOHLSRC-FOHLBASE-001-0085-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","85","85","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L85","09de611b1a660d8132e7e0e9dbe3a88569381d30c01b13d7398028933c197098","407","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 本节承接 AUDIT-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001、AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001 返修意见和 NEXT-ROBOT-028A。本轮仅修复公司页占位符并写入真实页码抽取状态;不重跑已冻结的 18 条快照 manifest、7 条 page extract 表和 63 条中文证据摘要,也不代表输出通过、对外交付、完成状态、正式扩池或强字段升级。"
"FOHLSRC-FOHLBASE-001-0089-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","89","89","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L89","0b2526806ba02276afe6204d067297b435bcc87967f2422cd1bbd4e59a451e64","142","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 快照执行状态 | 已就本公司官方来源形成 1 条可复核快照 / PDF 复用记录,0 条下载或页码抽取缺口记录。 |"
"FOHLSRC-FOHLBASE-001-0090-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","90","90","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L90","8165d2308f2a3aea558fc35fcc1a2fd524ea0c1a6be9eb36b3479c8d6a1d0202","231","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 页码级抽取状态 | PAGE_TEXT_EXTRACTED_FROM_LOCAL_OFFICIAL_PDF;抽取文件:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/primary_sources/core7_page_extracts_20260704/002747_SZ_estun_pages_11_12_13.txt |"
"FOHLSRC-FOHLBASE-001-0092-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","92","92","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L92","700818849b0ba9db66ad48121fb159777b817b0db9c87df5072d91fc98682584","325","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中文证据摘要 | 巨潮年报第 11-13 页已形成本地 PDF 页码级抽取,可支持运动控制核心部件、工业机器人、机器人工作站、机器人应用解决方案和智能制造系统等范围 / 产品层相关性;不支撑收入、订单、客户、产能、ASP、毛利或寿命等强字段。 |"
"FOHLSRC-FOHLBASE-001-0093-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","93","93","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L93","79babf365abdd87781088a07a84de9cf4a771ea7335df2df3fa38054ac74f994","290","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 字段级边界 | 9 个字段的中文摘要见 second_batch_core7_evidence_summary_cn_20260704.csv;收入 / 订单、产能 / 产销、客户供货、ASP / 毛利 / 寿命、市场份额、主供 / 独供等强字段未获 reviewer 输出审核通过前继续降读或保留缺口。 |"
"FOHLSRC-FOHLBASE-001-0098-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","98","98","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L98","4f51f415f6a8aec90109272855f1ec57f4a1540d3d5f43bb7f0a8460bdfa9943","23","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 日期:2026-06-03"
"FOHLSRC-FOHLBASE-001-0099-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","99","99","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L99","b76be381ea71d5279935fba8d940d153f642207020e7dac18e69015f3afaf465","17","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 版本:v0.2"
"FOHLSRC-FOHLBASE-001-0101-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","101","101","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L101","85ee0913952e68a2e47b163f92783cb537e56f7b21afe63bbefb64b2f83870ac","176","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 资料边界:本文基于公开 2025 年报摘要、公开研报摘要和既有控制器 / 驱动器、本体厂供应链穿透文档整理;未直接处理原始 PDF。"
"FOHLSRC-FOHLBASE-001-0104-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","104","104","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L104","a035ba06888beb6239a0c992d753a08f9ab1e5a07756b71dc4bac0db30448078","436","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> 段落级降读标注(PRW-CORE7-20260704-埃斯顿-01-CONCLUSION):本段来自既有研究承接稿,只能按 `SCOPE_OR_PRODUCT_ONLY_PENDING_OUTPUT_REVIEW` 读取;涉及机器人定位、核心判断、产品 / 方案时,保留为范围 / 产品层待审线索,不写成审核通过结论、投资排序或对外交付事实。输出通过前必须满足:补官方页码级证据、产品页或官方可复核快照。"
"FOHLSRC-FOHLBASE-001-0104-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","104","104","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L104","a035ba06888beb6239a0c992d753a08f9ab1e5a07756b71dc4bac0db30448078","436","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 段落级降读标注(PRW-CORE7-20260704-埃斯顿-01-CONCLUSION):本段来自既有研究承接稿,只能按 `SCOPE_OR_PRODUCT_ONLY_PENDING_OUTPUT_REVIEW` 读取;涉及机器人定位、核心判断、产品 / 方案时,保留为范围 / 产品层待审线索,不写成审核通过结论、投资排序或对外交付事实。输出通过前必须满足:补官方页码级证据、产品页或官方可复核快照。"
"FOHLSRC-FOHLBASE-001-0106-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","106","106","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L106","00c3ed02422ee43512a72d9daa9369705c70551c0e064a4450465ea3659a569e","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 1. 公司结论"
"FOHLSRC-FOHLBASE-001-0108-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","108","108","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L108","395bc5796b79579bc459eceb8b7bbf492a17a914700167f8750d5de3a1ea6d09","321","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","埃斯顿(002747.SZ)在机器人产业链中应放在 **工业机器人本体、运动控制、伺服驱动、智能制造系统和具身智能工业场景** 环节。它不是单纯的外供零部件公司,而是工业机器人本体厂和自动化解决方案商,控制器、伺服和机器人本体强耦合。"
"FOHLSRC-FOHLBASE-001-0110-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","110","110","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L110","44b33d1c01bd7634b6c6b8cca53fbf14810ef8ebc92c854e43f808d9bb22e2cb","331","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","2025 年公司工业机器人及智能制造系统收入 39.97 亿元,占收入 81.77%;研报称 2025 年工业机器人出货量 3.34 万台、市占率 10.0%,国内出货位列第一。这个数据说明公司在工业机器人本体市场已经具备规模地位,但不能直接等同于人形机器人供应链收入。"
"FOHLSRC-FOHLBASE-001-0112-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","112","112","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L112","39a991994d6a25b5a8cc93a62dcdaec35560e7166e4cc40ad08d4e8137f0921d","415","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","具身智能方面,公司公开表示将推进机器人与 AI 技术深度融合、开拓机器人增量市场、加速具身智能工业场景部署,但人形机器人收入、客户、订单金额和产品形态尚未披露。分析上应把埃斯顿视为“工业机器人国产龙头 + 控制驱动一体化能力 + 具身智能工业应用潜在受益者”,而不是纯人形机器人零部件标的。"
"FOHLSRC-FOHLBASE-001-0114-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","114","114","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L114","ad3f2087b702e9b0b2434495c63a1e30aaaf159ead77e1918e65c14ce3cd2383","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 2. 基本信息"
"FOHLSRC-FOHLBASE-001-0119-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","119","119","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L119","0547e5f1af88c77fb0af8f79ce52dc6e9faf02979091be50686f968768340f37","49","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 证券简称 / 代码 | 埃斯顿 / 002747.SZ |"
"FOHLSRC-FOHLBASE-001-0123-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","123","123","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L123","a3ed6eeab54acd22590b872076b5e4d1bc0f8a8446fc08079b1f632d289f6323","97","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 分析标签 | 工业机器人国产龙头、出货第一、智能制造、具身工业场景 |"
"FOHLSRC-FOHLBASE-001-0125-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","125","125","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L125","39e69dcef80f06300f88ce6dba1b987ed79f959794e5b06d3cbc1fe98d2f75aa","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 3. 所属产业链环节"
"FOHLSRC-FOHLBASE-001-0131-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","131","131","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L131","e2ceb43b03dc03ab686c32cacaa90b2ca83df9cf0a7f694df6bba0dc50b1712a","160","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 与 P1-A 零部件关系 | 有控制器和伺服能力,但主要与自有机器人和系统方案强耦合,不宜简单按独立零部件供应商处理 |"
"FOHLSRC-FOHLBASE-001-0133-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","133","133","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L133","10621e7bc91334e0de0d1460b9e30cb2bb80ab870d238820f192a6ee98063df3","158","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产业链话语权 | 工业机器人本体出货规模较强;但系统集成项目制属性强,单台 ASP、毛利和客户议价仍需分型号拆解 |"
"FOHLSRC-FOHLBASE-001-0135-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","135","135","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L135","ba20cf70d76100f27080316b4f669b8002fc26c708f182ccb8b539f9b660aba8","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 4. 机器人相关产品"
"FOHLSRC-FOHLBASE-001-0139-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","139","139","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L139","75bc0c74ca59401831dd712a9223e3b3e72d91efe1f2f118e6e79a6d3314d235","163","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业机器人 | 焊接、搬运、码垛、装配、机床上下料 | 公司主业,出货量领先 | A/C | 已兑现主业,是公司机器人收入核心 |"
"FOHLSRC-FOHLBASE-001-0140-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","140","140","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L140","2cdf3e8bd10699ddfe3a9e9fe1586c1f0a277418fa8295a8e73d496afec52e7e","118","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 智能制造系统 | 工厂自动化和产线集成 | 2025 收入主力 | A | 项目制收入与本体出货协同 |"
"FOHLSRC-FOHLBASE-001-0142-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","142","142","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L142","99113bea243721d3eeff24942bc9b5b6ddca81f079191bf98fa039dc0d6ffc9f","145","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 具身智能工业场景 | 工业应用增量 | 公司公开表态推进 | A/D | 有主题弹性,但尚未看到人形机器人收入证据 |"
"FOHLSRC-FOHLBASE-001-0144-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","144","144","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L144","6e0dc7897e28881ee966a36ab7dddb0e4e35b79e124529ef7ee36a60b6ee48be","427","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 段落级降读标注(PRW-CORE7-20260704-埃斯顿-02-REVENUE_ORDER):本段来自既有研究承接稿,只能按 `DATA_GAP_REVIEW` 读取;涉及收入、订单、机器人业务占比、利润弹性时,统一降读为待核验事实 / 缺口,不写机器人专项收入、订单或利润事实。输出通过前必须满足:补年报页码级抽取、交易所公告、官方 IR 或客户侧可复核来源。"
"FOHLSRC-FOHLBASE-001-0146-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","146","146","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L146","96ea00535aabee902697e8f166a5fad61aaed8409d591ed5d46fc508e4fe8688","36","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 5. 收入、利润与营收占比"
"FOHLSRC-FOHLBASE-001-0148-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","148","148","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L148","05ced0eb511ec94047b8785c5025eba5d9f3cf36f5c55f2051efa2864fc955e9","36","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 指标 | 2025 年 | 分析判断 |"
"FOHLSRC-FOHLBASE-001-0150-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","150","150","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L150","8f3c780f99d0f5b56bef01d1296105b00caf924bb618b9f8acab6e5c2deafdaf","63","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 营业收入 | 48.88 亿元,同比 +21.93% | 增长修复 |"
"FOHLSRC-FOHLBASE-001-0151-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","151","151","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L151","69fe1f4768448c309b0b3867f7aa4aecb5cc406a9fc5dd9b691aa25bd38ee4c8","78","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 归母净利润 | 4497.22 万元,同比 +105.55% | 扭亏 / 盈利修复 |"
"FOHLSRC-FOHLBASE-001-0152-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","152","152","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L152","f281046c2598a54597ad82984d486b7db200f6cf28aae3a18ada58cba1d71f27","92","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 扣非归母净利润 | 728.06 万元 | 主业盈利仍薄,利润弹性需继续观察 |"
"FOHLSRC-FOHLBASE-001-0153-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","153","153","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L153","67adf46c0a3799af52772888f7d23056370934d2fa2727fce46deadb6da29d82","81","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 经营现金流净额 | 5.07 亿元,同比 +788.37% | 现金流改善明显 |"
"FOHLSRC-FOHLBASE-001-0154-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","154","154","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L154","e628fff6568038fe16a3edee75772cfdd8bc7f2ff2cb6a1f2d2a2089ce156e13","101","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业机器人及智能制造系统收入 | 39.97 亿元,占比 81.77% | 机器人主业明确 |"
"FOHLSRC-FOHLBASE-001-0155-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","155","155","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L155","af016fd23e7988b63505d37e132ead7d529d7af1ed4da0f7339ccba8fa23b16d","82","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形 / 具身智能收入 | 未披露 | 不能从工业机器人收入外推 |"
"FOHLSRC-FOHLBASE-001-0157-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","157","157","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L157","6d964cf3fdbffa6b41444adf6044997475f2ea5395bc912a928503852f852919","439","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 段落级降读标注(PRW-CORE7-20260704-埃斯顿-03-CAPACITY_VOLUME):本段来自既有研究承接稿,只能按 `PENDING_PRIMARY_SOURCE_REVIEW` 读取;涉及出货量、产销、产能利用率、市占率、批量供货时,统一降读为待核验线索,不据此推导供给能力、份额或规模地位。输出通过前必须满足:补官方产销表、年报表格、产品线披露或第三方可复核统计。"
"FOHLSRC-FOHLBASE-001-0159-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","159","159","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L159","a7f367930f0a44d7fef3b3e9eaf9706f155f20432cb123eb4e979d8c8aa02fc1","48","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 6. 产量、销量、产能与产能利用率"
"FOHLSRC-FOHLBASE-001-0163-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","163","163","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L163","2cf1e9c507e1577fc8389ad98f4683bd216b59e8c3e33263c73a5a4575882432","91","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业机器人出货量 | 研报称 2025 年 3.34 万台 | 已具备国内头部规模 |"
"FOHLSRC-FOHLBASE-001-0164-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","164","164","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L164","6164086d1af0eddaf000b6a682150882b310daa8d50426e9b38fe76c5c9b0fb9","118","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 市场份额 | 研报称 2025 年市占率 10.0%,国内出货位列第一 | 工业机器人本体端地位较强 |"
"FOHLSRC-FOHLBASE-001-0165-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","165","165","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L165","c1e328140f08181fddd0765ed1e006395af3a4d4676153ea7e28eb74508de140","105","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产量 / 销量 | 分型号产销量未披露 | 需进一步拆成多关节、SCARA、协作等品类 |"
"FOHLSRC-FOHLBASE-001-0166-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","166","166","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L166","38a6d647fe0b4e6faf3a3748b909db38a5e152abb6c249b08295a3b2eef5a452","70","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产能 / 产能利用率 | 未披露 | 暂不能判断供给瓶颈 |"
"FOHLSRC-FOHLBASE-001-0167-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","167","167","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L167","c9c03ff338d14174d9e9e9fdd85adf172ec4801f4d5bee8f417ee94acc9cb2f3","61","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人出货 | 未披露 | 暂无收入化证据 |"
"FOHLSRC-FOHLBASE-001-0169-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","169","169","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L169","47d2ed2b10cb976ae30e7b75022d0d300eeee2c82472241df75943c1b43705d6","425","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 段落级降读标注(PRW-CORE7-20260704-埃斯顿-04-CUSTOMER_SUPPLY):本段来自既有研究承接稿,只能按 `DATA_GAP_REVIEW` 读取;涉及客户名称、供货量、主供 / 独供、份额、复购时,统一降读为客户 / 供应链待核验线索,不写成确认供货关系。输出通过前必须满足:补公司公告、客户侧公告、采购 / 中标、官方合作披露或人工快照。"
"FOHLSRC-FOHLBASE-001-0171-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","171","171","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L171","3a8b29c24f343e7211009f89e271e51f456be25e2669a9275cad63458df3a619","39","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 7. 客户、供应链与供货状态"
"FOHLSRC-FOHLBASE-001-0175-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","175","175","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L175","45c1b116f8fe5a7807a599739326e036799a6a9f0f171f437e54b9dc226299ae","154","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户结构 | 以工业制造客户和智能制造项目客户为主,具体头部客户、客户集中度和订单金额仍需年报或公告拆解 |"
"FOHLSRC-FOHLBASE-001-0176-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","176","176","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L176","1f11299a28fa7e2530222257e4033c09cba190cf1ac4a688323c4e26e2058809","160","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 是否进入机器人龙头供应链 | 公司自身是工业机器人本体厂;若按零部件供应链口径,控制器 / 伺服外供客户仍待验证 |"
"FOHLSRC-FOHLBASE-001-0177-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","177","177","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L177","a5b7e783a24da7056d96f05acf56a8db6cb63d433611be09db119e8bcbdb387b","106","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 供货量 | 工业机器人出货量有研报口径;具身智能、人形机器人供货量未披露 |"
"FOHLSRC-FOHLBASE-001-0178-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","178","178","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L178","ad55e1f9b2371070fbc07b0da33706a26356e98218ae24a0a086b6c7691bbee4","160","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 话语权 | 在国产工业机器人本体端具备规模话语权;在项目制系统集成中仍受客户资本开支、行业景气和交付能力影响 |"
"FOHLSRC-FOHLBASE-001-0179-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","179","179","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L179","46289e9f1f6d5b0851a9a6210d4ea91712bbdfcc7dcdc63fdbf117d8dd04a1a5","142","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 供应链风险 | 减速器、伺服、电机、结构件、电子元器件、海外业务和系统集成交付成本均可能影响利润 |"
"FOHLSRC-FOHLBASE-001-0181-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","181","181","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L181","da5639eb96d87b2d88025352a0041ec896cb636c9fbfa89b47b7906450b86d4b","41","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 本体商阵营回填(2026-06-21)"
"FOHLSRC-FOHLBASE-001-0184-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","184","184","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L184","939d448fa4bf10bb9060eaf5fe3dc91d78e6aed0776b2505892f7d089569bce6","194","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 增量来源:工业机器人本体、运动控制、伺服驱动和智能制造系统可在成熟工业客户中验证机器人商业化,具身智能若落地工业任务可带来增量。"
"FOHLSRC-FOHLBASE-001-0185-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","185","185","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L185","c9dde5d597a56adddf3133ee82e5c3335227b36b632bb4a5248cfc8b579e89d4","167","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 待验证边界:工业机器人收入和客户基础较硬,但人形 / 具身产品形态、订单金额、控制器外供比例和软件收费需单独验证。"
"FOHLSRC-FOHLBASE-001-0187-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","187","187","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L187","a642449ff50e52c48b11e1ab7a29d7b7b1467efba1de6b92dfde777691a2d9a3","446","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 段落级降读标注(PRW-CORE7-20260704-埃斯顿-05-ASP_MARGIN_LIFE):本段来自既有研究承接稿,只能按 `DATA_GAP_REVIEW` 读取;涉及单价、毛利率、寿命、更换周期、交付周期时,统一降读为价值量 / 盈利 / 寿命缺口,不支撑单机价值量或盈利弹性强结论。输出通过前必须满足:补产品报价、分业务毛利、可靠性测试、订单 / 交付周期等官方来源。"
"FOHLSRC-FOHLBASE-001-0189-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","189","189","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L189","28165afe0771553374ae696b75f35d0b289a3aa1a7a934445b8d7bfa9242e09e","36","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 8. ASP、寿命、交付与售后"
"FOHLSRC-FOHLBASE-001-0193-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","193","193","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L193","e55650381191b4a35c3aa1aeb78bacf5f4fe297e476f3187f7de4ddb2ae922f8","132","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP | 未披露分型号机器人 ASP | 39.97 亿元收入包含智能制造系统,不能直接除以出货量当作单台 ASP |"
"FOHLSRC-FOHLBASE-001-0195-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","195","195","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L195","9ae361dc7a7282ba09ea93814f9093eb1449be9569b2a358a57882ff87d410c9","118","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 供货周期 | 未披露 | 系统集成项目交付周期通常长于标准机器人本体,需按订单性质拆 |"
"FOHLSRC-FOHLBASE-001-0196-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","196","196","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L196","7eec6e5ec6e596ada685d500b588774299a185a8ed34fb2f896598a6a86df33c","103","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 售后 | 未披露 | 本体厂售后、备件和运维能力会影响客户粘性及毛利稳定性 |"
"FOHLSRC-FOHLBASE-001-0198-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","198","198","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L198","f257c2d7d5e4bfae66c97c45e3aa9b194d2403da5aca0f1c07141a234d33db87","424","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 段落级降读标注(PRW-CORE7-20260704-埃斯顿-06-COST_STRUCTURE):本段来自既有研究承接稿,只能按 `DATA_GAP_REVIEW` 读取;涉及成本拆分、毛利率、单机价值量、国产替代弹性时,统一降读为成本结构待核验线索,不写成盈利弹性或价值量结论。输出通过前必须满足:补官方成本、分业务毛利、产品价格或可复核的第三方统计。"
"FOHLSRC-FOHLBASE-001-0200-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","200","200","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L200","3da28f4f3d7ccfc946a36b2bd90d87f25241941b251a0dbdc7d5cd759bb52d35","33","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 9. 成本结构与利润弹性"
"FOHLSRC-FOHLBASE-001-0205-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","205","205","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L205","2724f1fa76a05798e986ea50c9029360268d1d2d126e8c2c5914100d6ec4c5c6","115","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 系统集成成本 | 项目设计、人工、外协、调试、验收和售后会影响利润确认和现金流 |"
"FOHLSRC-FOHLBASE-001-0207-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","207","207","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L207","1721ead2443a617245e620604c6651ce7de521bffc71ad93ad3a7649676a5cfb","127","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 毛利弹性 | 若本体规模提升、零部件自研率提升、系统集成交付效率改善,利润弹性有望释放 |"
"FOHLSRC-FOHLBASE-001-0208-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","208","208","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L208","253054a7a14d6ca15ad4920386fe2170a21918bb6e93bfa9e42dbf45daeae0aa","97","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 风险点 | 价格竞争、项目制低毛利、海外业务波动、客户资本开支周期 |"
"FOHLSRC-FOHLBASE-001-0210-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","210","210","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L210","b3e30a8495ab9983862161224f84685a733a7b04a385ff7d5362ef44dc7520a0","417","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 段落级降读标注(PRW-CORE7-20260704-埃斯顿-07-INCREMENT_LOGIC):本段来自既有研究承接稿,只能按 `RESEARCH_OBSERVATION_ONLY` 读取;涉及增量来源、确定性、弹性、投资读法时,仅保留为研究观察方向,不构成投资排序、交易建议或收益承诺。输出通过前必须满足:输出通过前改写为观察条件、触发条件、失效条件和风险。"
"FOHLSRC-FOHLBASE-001-0212-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","212","212","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L212","79f3448f2515c14f82afa5747df430cb67f148cb4d9b758f574bc4d27e06c945","25","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 10. 增量来自哪里"
"FOHLSRC-FOHLBASE-001-0216-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","216","216","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L216","3f34155e32d3537cf2aed7960e7d8cea63ff3b9c5e57d166d811c5fb96197513","106","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业机器人国产替代 | 当前最可验证的主线,出货规模和市占率已有研报支撑 |"
"FOHLSRC-FOHLBASE-001-0217-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","217","217","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L217","5a9074e7dbb7404783268b9c27fdb7ddd86d76b1e82f7691724298ba7f6aabe7","88","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 智能制造复苏 | 制造业资本开支恢复会带动本体和系统集成订单 |"
"FOHLSRC-FOHLBASE-001-0219-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","219","219","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L219","0e25e5e9c3cfe3759424512bd03b05cdbb5eba937e5bcd49b8fa3a0bfda04f51","112","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 具身智能工业场景 | 公司已有公开表态,但仍需验证产品形态、客户、订单和收入 |"
"FOHLSRC-FOHLBASE-001-0220-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","220","220","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L220","0c88b112fd8bca2fe399d98426e3a6a76f8dd74393fddcfdd6d0b92be577906b","118","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 海外业务 | 若海外渠道和系统集成业务修复,可能提供收入增量;具体贡献需继续拆分 |"
"FOHLSRC-FOHLBASE-001-0222-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","222","222","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L222","43054907802d078de3cfaf89e4654c8a57b3e13cf5a7671eac0b26d9e5774c7f","37","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 11. 团队、治理与组织能力"
"FOHLSRC-FOHLBASE-001-0229-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","229","229","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L229","384d374d33f11f6e391761006f000a9fc98498df5d90cfaf8d4bbc1b2ac15de6","118","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 治理关注点 | 需要关注海外业务整合、利润修复质量、项目制收入确认和现金流稳定性 |"
"FOHLSRC-FOHLBASE-001-0231-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","231","231","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L231","ef3aa13da497d47cab2889a7bb58cee5a868892fa237501fab2c8c68f382f11d","34","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 12. 证据等级与资料来源"
"FOHLSRC-FOHLBASE-001-0235-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","235","235","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L235","cb501558178b1c60ef371a1677a12c1554175afb594dba016b2c9dc35c6c3502","81","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2025 年收入、利润、现金流 | A/D | 新浪财经年报摘要及解读 |"
"FOHLSRC-FOHLBASE-001-0236-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","236","236","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L236","7124fedbb2136f233d2b55d61f3620388c52b3523f78cc02f21d9354ca17560c","94","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业机器人及智能制造系统收入占比 | A/D | 新浪财经年报摘要及解读 |"
"FOHLSRC-FOHLBASE-001-0237-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","237","237","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L237","8ffbe480cd36d781a2fd4a5bb6f8ec1e2ace0f0c873335fe460fe16533e728ba","65","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业机器人出货量、市占率 | C | 公开研报摘要 |"
"FOHLSRC-FOHLBASE-001-0243-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","243","243","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L243","f1fc2261f1efe1f5e2d4bfb4366534d7480e3c6f4ca738c7223756fc224a00e6","95","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 新浪财经年报摘要:`https://finance.sina.cn/2026-03-30/detail-inhsuvau2609528.d.html`"
"FOHLSRC-FOHLBASE-001-0244-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","244","244","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L244","77a052d4ca9e9191b6640a005ee6fc36395d7ff54d4dcaed7ba411f18b47269c","114","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 新浪财经年报解读:`https://finance.sina.com.cn/stock/aigc/stockfs/2026-03-30/doc-inhsuvau2633776.shtml`"
"FOHLSRC-FOHLBASE-001-0245-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","245","245","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L245","eaf30e132247cbc5089d6d46d22d4c1adc1f2b6693425651bd2aa9686231bed4","121","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 研报摘要:`https://stock.finance.sina.com.cn/stock/go.php/vReport_Show/kind/search/rptid/829345920302/index.phtml`"
"FOHLSRC-FOHLBASE-001-0246-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","246","246","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L246","bbf36450d04e5e654e06085cc79e3f4088085fff588c97388b022710a7b81ce6","91","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 中证网报道:`https://www.cs.com.cn/ssgs/01/2026/04/14/detail_2026041410003906.html`"
"FOHLSRC-FOHLBASE-001-0248-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","248","248","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L248","7a56d9f16ee1ff588205ba426c54ea732aec0ea1eea8b4a81742a59636e92981","22","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 13. 待验证问题"
"FOHLSRC-FOHLBASE-001-0250-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","250","250","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L250","e914df6ac7030521845b884f2f815a9c867e314f5dbf5291b9fcb30601344b40","78","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","1. 工业机器人分型号产量、销量、ASP、毛利率和客户结构。"
"FOHLSRC-FOHLBASE-001-0251-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","251","251","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L251","deab68dcd0a883859947f76c2ac8f92d5620abb9802af997b85a99facde1f977","102","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","2. 控制器、伺服等核心部件自用和外供比例,以及是否形成独立零部件收入。"
"FOHLSRC-FOHLBASE-001-0252-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","252","252","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L252","9cf44e721d263e0cfd26b7fea68279c27bb300b32194fa07b06b07963ed62db5","93","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","3. 具身智能 / 人形机器人产品形态、客户、订单金额、收入确认节奏。"
"FOHLSRC-FOHLBASE-001-0253-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","253","253","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L253","2969a362b140dcf01fda67f087aa83f51fbebefcb1c4164139d9c93ec64c8f89","63","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","4. 海外业务收入、利润、订单和组织整合情况。"
"FOHLSRC-FOHLBASE-001-0254-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","254","254","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L254","7ac893798c31d6d804f976709ea739914a021572b347e3f11849e885188fe87c","78","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","5. 研发费用、研发人员、核心团队和关键技术负责人信息。"
"FOHLSRC-FOHLBASE-001-0256-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","256","256","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L256","b7a1dcdb249a2b74ce59278cec34fedf5ecb88a5f7ab27efe4fabaa887e25de8","40","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 整机厂补充回填(2026-06-06)"
"FOHLSRC-FOHLBASE-001-0260-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","260","260","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L260","5edfb7ba70475a55ea250507b367ae01c255754aaf01976f00f134227b91d7cb","148","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 商业化阶段 | P0 商业化验证型。工业机器人和系统集成商业化成熟,可作为人形机器人早期阶段的校准样本。 |"
"FOHLSRC-FOHLBASE-001-0261-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","261","261","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L261","5ac3c94b35da32635d4cf96b0984d944195b5dbaf4dd6478bfdde654ea3047ab","144","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产品与价格 | 工业机器人分型号 ASP、订单价格和渠道价未拆;不能用系统集成项目金额直接折算本体 ASP。 |"
"FOHLSRC-FOHLBASE-001-0262-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","262","262","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L262","e12af0a0da140092cc0c7f93d548b8047af5fa809122a5a74f2401cb634fbabc","127","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 供应链穿透 | 重点看工业机器人本体、控制器、伺服、减速器和系统集成中自研 / 外采比例。 |"
"FOHLSRC-FOHLBASE-001-0263-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","263","263","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L263","2a8a5862dce371b917c98887c45509dc24ae77023bdd0aae0e85e22c382d4132","130","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 成本与运维 | 成熟工业机器人利润质量取决于本体毛利、系统集成毛利、海外业务和费用控制。 |"
"FOHLSRC-FOHLBASE-001-0264-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","264","264","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L264","b0928238db871f79295c6abfc1e15a803f127f584338a21ac8b65c5af319fa73","91","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 不能外推 | 工业机器人商业化不能直接说明人形 / 具身智能收入。 |"
"FOHLSRC-FOHLBASE-001-0265-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","265","265","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L265","a008821b5b4264a05e126b118d11730c4275121da30c64cd49e4697e1ee67f85","127","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 下一步补证 | 分型号产销量、ASP、毛利、客户结构、控制器 / 伺服自供比例和具身智能订单。 |"
"FOHLSRC-FOHLBASE-002-0004-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","4","4","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L4","921b94ff7ba01c586b8e700aa531b6a0e4f067670bacf580729b9351f42f9d99","35","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> case_id: ANA-ROBOT-INDUSTRY-001"
"FOHLSRC-FOHLBASE-002-0005-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-002-0005-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-002-0006-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","6","6","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L6","51ddefb06b154109ad40b8a957ea1dc8d5f6ce2e5ab03823e2d66f370c5111b7","43","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> batch_id: BATCH-ANA-ROBOT-MIGRATION-001"
"FOHLSRC-FOHLBASE-002-0007-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-002-0007-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-002-0010-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","10","10","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L10","6b70fdf4319b34a38405a95b6e109c6b55a71a355b6c2d255ed66038aa349b03","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> frozen_date: 2026-07-03"
"FOHLSRC-FOHLBASE-002-0012-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","12","12","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L12","229e5b6f2d71cd5b4705f7f20be8540ea151a520c9cbe1234c970c6502cc9304","24","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0. 冻结复核结论"
"FOHLSRC-FOHLBASE-002-0015-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","15","15","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L15","cd79cd837d92015495dff874aaa02b5e4a015d3140260011f8331796c19e169b","173","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 当前冻结含义是“稳定文件名、稳定入口、稳定来源映射和正式返修基线”,不是审核通过、不是对外交付版,也不是投资建议。"
"FOHLSRC-FOHLBASE-002-0016-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L16","705d939da58d5af5359f66afd4e6cebb0b52c40db48eb9a6372be783a579ff7d","334","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 证据状态统一按 FIRST_BATCH9_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-002-0016-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L16","705d939da58d5af5359f66afd4e6cebb0b52c40db48eb9a6372be783a579ff7d","334","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 证据状态统一按 FIRST_BATCH9_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-002-0017-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","17","17","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L17","2a000f35ef26bbeef8651ace9f93eca2377eec165c6874cfe416cb360568c998","163","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 复核备注:已按 P0 公司首批迁入;正式公司结论前需核验机器人收入/占比、客户供货阶段、ASP、寿命、产能和证据等级。"
"FOHLSRC-FOHLBASE-002-0019-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L19","4ee1975275ad4bdf0de8da13d2ca9527eed0ce1913f23921f155a9b87783fb26","57","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-029)"
"FOHLSRC-FOHLBASE-002-0019-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L19","4ee1975275ad4bdf0de8da13d2ca9527eed0ce1913f23921f155a9b87783fb26","57","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-029)"
"FOHLSRC-FOHLBASE-002-0021-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L21","5c82b1c961d876f19fbb2f5376e1eb308eca03026613589bc8af6145f2ce3099","196","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 本节为首批 9 公司输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、正式公司池确认、对外交付或完成状态。"
"FOHLSRC-FOHLBASE-002-0021-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L21","5c82b1c961d876f19fbb2f5376e1eb308eca03026613589bc8af6145f2ce3099","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 本节为首批 9 公司输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、正式公司池确认、对外交付或完成状态。"
"FOHLSRC-FOHLBASE-002-0022-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","22","22","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L22","9b9c649ecdbe80d8d26cf74a7391349e7fcd8a3b8bb8af6425f150ce1e85fd92","155","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 首批 9 范围:雷赛智能、步科股份、绿的谐波、柯力传感、奥比中光、兆威机电、拓普集团、三花智控、汇川技术。"
"FOHLSRC-FOHLBASE-002-0023-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","23","23","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L23","daecb9b9cb40b9e6befd7ce5c4a99bb20689a0df3f42f0583702740aaadd5dde","224","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 强字段统一降读:收入 / 订单、产能 / 产销、客户供货、ASP / 毛利 / 寿命、市场份额、主供 / 独供等,只能保留为待核验事实或缺口,不得由既有研究迁移稿直接升级。"
"FOHLSRC-FOHLBASE-002-0027-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","27","27","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L27","c7dbdf4972ce61c83210ffab224a1a666b1ae61c806cda73fdd7a238800adb0d","232","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 机器人相关定位 | 范围 / 产品层待审线索 | 仅保留为既有研究承接线索,正式结论前需回到公告、年报、官网或客户侧资料核验。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-002-0027-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","27","27","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L27","c7dbdf4972ce61c83210ffab224a1a666b1ae61c806cda73fdd7a238800adb0d","232","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人相关定位 | 范围 / 产品层待审线索 | 仅保留为既有研究承接线索,正式结论前需回到公告、年报、官网或客户侧资料核验。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-002-0028-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","28","28","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L28","7098b56319a52008b96fc885a044c191cd5c50d6259cd82224b76911ceaa8403","190","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产业链环节 | 范围 / 产品层待审线索 | 作为待审归类输入,不等同正式产业链覆盖或公司池确认。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-002-0029-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","29","29","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L29","2ebdb82657f9f9c7c26344d3a888aa0ffe57ea21000d3158242ca9ed12cd4f2a","206","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 核心判断 / P0 归因 | 范围 / 产品层待审线索 | 降读为分析员侧承接判断,需 reviewer 审核后才能进入正式输出。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-002-0029-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","29","29","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L29","2ebdb82657f9f9c7c26344d3a888aa0ffe57ea21000d3158242ca9ed12cd4f2a","206","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心判断 / P0 归因 | 范围 / 产品层待审线索 | 降读为分析员侧承接判断,需 reviewer 审核后才能进入正式输出。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-002-0030-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","30","30","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L30","6de59b41c4cb59ae12445788ea64b216f7489e90cce2925ec90b2a55e90dd2df","208","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 机器人产品 / 方案 | 范围 / 产品层待审线索 | 产品描述可保留为待审线索,参数、客户和商业化阶段不得外推。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-002-0030-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","30","30","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L30","6de59b41c4cb59ae12445788ea64b216f7489e90cce2925ec90b2a55e90dd2df","208","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人产品 / 方案 | 范围 / 产品层待审线索 | 产品描述可保留为待审线索,参数、客户和商业化阶段不得外推。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-002-0031-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","31","31","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L31","122a8e5da5f7ea9be46f3d03aaf8c1cdd5b1b3c5153db062c1098df945d2ce1c","221","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 机器人收入 / 订单 | 待核验 / 缺口保留 | 未完成本轮 primary source 逐项核验,收入、订单、占比和金额保持缺口或待核验。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-002-0031-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","31","31","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L31","122a8e5da5f7ea9be46f3d03aaf8c1cdd5b1b3c5153db062c1098df945d2ce1c","221","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人收入 / 订单 | 待核验 / 缺口保留 | 未完成本轮 primary source 逐项核验,收入、订单、占比和金额保持缺口或待核验。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-002-0032-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","32","32","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L32","8861d5b9eb67cbaae20b5f3d7491a39b9eecc295952c0bd2b812033269841238","208","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 出货 / 产能 / 产销 / 利用率 | 待核验 / 缺口保留 | 不得把既有研究中的产能、出货或产销表述升级为正式事实。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-002-0032-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","32","32","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L32","8861d5b9eb67cbaae20b5f3d7491a39b9eecc295952c0bd2b812033269841238","208","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 出货 / 产能 / 产销 / 利用率 | 待核验 / 缺口保留 | 不得把既有研究中的产能、出货或产销表述升级为正式事实。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-002-0033-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L33","05d83b877596e2a79dae38caa55c4f645806799e389e101d4b6101adf3eda3ec","226","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 客户供货 / 主供 / 独供 / 份额 | 待核验 / 缺口保留 | 客户、主供、独供、份额和供应体系关系均需客户侧或公司侧官方证据。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-002-0033-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L33","05d83b877596e2a79dae38caa55c4f645806799e389e101d4b6101adf3eda3ec","226","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户供货 / 主供 / 独供 / 份额 | 待核验 / 缺口保留 | 客户、主供、独供、份额和供应体系关系均需客户侧或公司侧官方证据。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-002-0034-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L34","9b0687ac1aca90e8c7c9de6faaee97ad8b61ee39f8168b89bf055c6d316b346a","211","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| ASP / 毛利 / 寿命 / 售后 | 待核验 / 缺口保留 | 无官方可复核证据前保留为缺口,不用于输出通过或估值弹性判断。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-002-0034-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L34","9b0687ac1aca90e8c7c9de6faaee97ad8b61ee39f8168b89bf055c6d316b346a","211","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP / 毛利 / 寿命 / 售后 | 待核验 / 缺口保留 | 无官方可复核证据前保留为缺口,不用于输出通过或估值弹性判断。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-002-0035-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L35","b396fa2a00b43a538dbab32ff5806764246769be422ae8a3e507000ca9c140f3","214","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 市场份额 / 增量弹性 | 待核验 / 缺口保留 | 仅作为待验证分析路径,不能写成确定份额、确定放量或正式投资结论。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-002-0035-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L35","b396fa2a00b43a538dbab32ff5806764246769be422ae8a3e507000ca9c140f3","214","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 市场份额 / 增量弹性 | 待核验 / 缺口保留 | 仅作为待验证分析路径,不能写成确定份额、确定放量或正式投资结论。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-002-0037-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","37","37","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L37","bc1738bccad1175fa3b1f9b1504be982d80c53c5368f9bc51f4f0840462bf73c","128","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/first_batch9_field_downgrade_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-002-0039-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L39","5ebba625f14ec07652e3b464d1f417cd68301aa47e56b0eecdd7934ee227148f","63","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-029)"
"FOHLSRC-FOHLBASE-002-0039-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L39","5ebba625f14ec07652e3b464d1f417cd68301aa47e56b0eecdd7934ee227148f","63","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-029)"
"FOHLSRC-FOHLBASE-002-0043-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","43","43","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L43","75ae711804d5fec2d703e55418688fffa4ca013e54bbac275ecf6088d99b92cd","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 公司结论 / 一句话结论 | 将 P0、核心看点、商业化判断降读为承接线索,不写成审核通过结论。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-002-0043-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","43","43","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L43","75ae711804d5fec2d703e55418688fffa4ca013e54bbac275ecf6088d99b92cd","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司结论 / 一句话结论 | 将 P0、核心看点、商业化判断降读为承接线索,不写成审核通过结论。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-002-0044-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","44","44","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L44","b3fba4991aa4812d81f841c4ee2fa179b313f156f4a2aa56eb16d9f1814520fa","178","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 机器人产品和产业链位置 | 保留产品层描述,但标注仍待 primary source 或 reviewer 复核。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-002-0045-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","45","45","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L45","00ffa9594ad81188cfcbf410fab63a6b9195ecff3e59da6db42dade3e83d5054","200","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 收入、订单、营收占比 | 收入、订单、占比、利润弹性全部保留待核验或缺口,不作为正式输出事实。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-002-0045-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","45","45","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L45","00ffa9594ad81188cfcbf410fab63a6b9195ecff3e59da6db42dade3e83d5054","200","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 收入、订单、营收占比 | 收入、订单、占比、利润弹性全部保留待核验或缺口,不作为正式输出事实。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-002-0046-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L46","4d0c46a499d0aca9aae109bb219c6be4b0fcc299b2c6e3609d0186fed0f48167","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 出货、产能、产销和利用率 | 出货、产能、良率、利用率和交付节奏不因既有研究迁移而升级。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-002-0046-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L46","4d0c46a499d0aca9aae109bb219c6be4b0fcc299b2c6e3609d0186fed0f48167","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 出货、产能、产销和利用率 | 出货、产能、良率、利用率和交付节奏不因既有研究迁移而升级。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-002-0047-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","47","47","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L47","14098c82cd1086bb2307eb090170642db900e2b0c1c9d8ffdbf6957e3bc6f7cd","194","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 客户、供货、主供和份额 | 客户关系、主供、独供、进入供应体系和份额均需官方或客户侧补证。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-002-0047-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","47","47","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L47","14098c82cd1086bb2307eb090170642db900e2b0c1c9d8ffdbf6957e3bc6f7cd","194","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户、供货、主供和份额 | 客户关系、主供、独供、进入供应体系和份额均需官方或客户侧补证。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-002-0048-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L48","99096aa70d8c49b886242e87fc1606d204330c56eb918ff9309f9d1c08e71a3d","176","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| ASP、毛利、寿命和售后 | ASP、毛利率、寿命、售后和返修口径均保持缺口或待核验。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-002-0048-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L48","99096aa70d8c49b886242e87fc1606d204330c56eb918ff9309f9d1c08e71a3d","176","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP、毛利、寿命和售后 | ASP、毛利率、寿命、售后和返修口径均保持缺口或待核验。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-002-0049-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L49","528d5c586c9eed308c4de1e93e9ed2bc7da5d478a6e74493ec1b06bd3311fc67","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-002-0049-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L49","528d5c586c9eed308c4de1e93e9ed2bc7da5d478a6e74493ec1b06bd3311fc67","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-002-0051-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","51","51","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L51","537d0cea809563addda51938b11861205d71411ec3308a3edf1a380560022d47","141","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/first_batch9_body_strong_field_annotation_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-002-0056-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","56","56","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L56","2be23f8df0b6e23408ce0aeb8f7252475eb4c11b4eecbafe3cebc939bf9cada2","15","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","版本:v0.2"
"FOHLSRC-FOHLBASE-002-0057-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","57","57","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L57","60a5d654e7ad3df40f107d33da1d7fb847cbc3841deee2d65a5ac71da3a83fce","21","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","日期:2026-05-29"
"FOHLSRC-FOHLBASE-002-0059-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","59","59","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L59","ce0494c7e35509c2bda9933a71672667b5d680a69c78b1d5567603474269b4a9","492","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","资料口径:主要使用奥比中光 2025 年年度报告、2026 年一季报、2025 年度科创板人工智能行业集体业绩说明会投资者关系活动记录、官网、官网产品页、官方商城和官网新闻。本档案把年报/季报/IR 作为 A 级证据,官网/商城/新闻作为 B 级证据,研报和行业份额口径作为 C 级证据。机器人客户、订单、ASP 和寿命均按证据等级分层,不把适配落地直接外推为主供或稳定份额。"
"FOHLSRC-FOHLBASE-002-0061-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","61","61","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L61","bb7375d1d8230ad5a023ee78d4706da8a2f1fa5dc1041de54ef11146a7890507","306","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-奥比中光-01-CONCLUSION):P0、核心看点、商业化阶段和一句话结论均需降读为待审判断。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-002-0063-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","63","63","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L63","00c3ed02422ee43512a72d9daa9369705c70551c0e064a4450465ea3659a569e","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 1. 公司结论"
"FOHLSRC-FOHLBASE-002-0067-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","67","67","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L67","2ed5644f8255eb4eda33beec34934f7df95d9b3bfbc9a06fe1e4e0f6d1b626cd","334","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 一句话结论 | 奥比中光是机器人 3D 视觉感知环节的核心平台型公司,硬数据上已经披露 3D 视觉传感器收入、产销量和毛利率;机器人方向已经覆盖服务、人形、工业、农业及 ROS 教育等场景,但机器人收入占比、人形客户供货量和批量 ASP 仍未拆开。 |"
"FOHLSRC-FOHLBASE-002-0068-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","68","68","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L68","b24ee9ef80af618eb98e077fd1562e80879eb0d3dc4bbd29781b4532776e8991","258","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 当前阶段 | 公司从 2024 年亏损转为 2025 年盈利,收入增长主要来自三维扫描、线下支付场景和机器人业务;2026Q1 国内机器人销售收入已达上年同期三倍以上,直接境外销售收入同比增长约 80%。 |"
"FOHLSRC-FOHLBASE-002-0069-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","69","69","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L69","e45ec054e2ea571fc5d26742bd16665dc2d5ca4358cd5f2333216f861da26fd5","265","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心看点 | 2025 年收入 9.41 亿元、归母净利润 1.28 亿元、扣非归母净利润 0.71 亿元;3D 视觉传感器收入 2.91 亿元、毛利率 54.43%;3D 视觉传感器产量 91.03 万台、销量 88.35 万台;研发投入占收入 21.53%。 |"
"FOHLSRC-FOHLBASE-002-0070-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","70","70","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L70","ce6e67db732c10a540e71ad04d7fcf8529915d05c6e537e875297dcc163fd3d2","294","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产业链话语权 | 公司是国内少数具备全栈 3D 视觉技术和规模量产能力的公司之一,技术路线覆盖结构光、iToF、dToF、双目、Lidar、工业三维测量。服务机器人客户覆盖较强,人形机器人客户处于适配落地和订单增长阶段。 |"
"FOHLSRC-FOHLBASE-002-0071-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","71","71","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L71","258ee05b36b3dccfd5417a2547098fc2fc175a4d8aadd7bae6cc119739bd5808","315","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心风险 | 前五大客户销售占比 63.92%,客户集中度较高;机器人收入没有单独披露;人形机器人订单增长为公司侧新闻口径,仍需客户侧验证;3D 相机零售价格不能等同批量 ASP;视觉路线存在深度相机、激光雷达、纯视觉等路线竞争。 |"
"FOHLSRC-FOHLBASE-002-0073-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","73","73","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L73","05938d44ad30dbc19146a9282de4dcfcf4090e4d63880ed3a12456f482163556","38","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 二次复核定位(2026-06-03)"
"FOHLSRC-FOHLBASE-002-0077-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","77","77","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L77","6b9d18928eb58b201a5dcb9b8d0783a0c36804e88983abe3f2abaa964c20809b","76","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| P0 类型 | 相关产品收入清楚,但机器人客户拆分不足。 |"
"FOHLSRC-FOHLBASE-002-0078-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","78","78","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L78","9b73bf04999aa77690d85919f813fa7609fb5b82b65aa8cf3527c50f561ed2a2","158","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 确定性 | 3D 视觉传感器收入、销量和毛利率较清楚,服务机器人/具身视觉合作线索较多;机器人业务绝对收入未拆。 |"
"FOHLSRC-FOHLBASE-002-0079-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","79","79","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L79","1f3ad59432d34e6db5a90f1886cc9554467986dfaa0426a5f86c67483924a553","146","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 弹性来源 | 3D 视觉模组、机器人视觉感知、服务机器人、人形视觉、海外机器人客户和上游算法/芯片协同。 |"
"FOHLSRC-FOHLBASE-002-0080-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","80","80","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L80","54e5c784a7c71b264f226ecd83d0fd273f32bdff27b5b7ec14054181ff1139de","161","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 话语权判断 | 3D 视觉技术和产品化能力强,服务机器人客户基础较好;人形/具身客户话语权仍需供货量和客户侧验证。 |"
"FOHLSRC-FOHLBASE-002-0081-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","81","81","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L81","9c2d70e9559a18eafb4b1781e818be61a54a3c07874a5a4f6127658289c2a9ee","146","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 不能外推 | 不能把 3D 视觉传感器收入全部写成机器人收入,也不能把合作客户数量直接写成稳定供货客户。 |"
"FOHLSRC-FOHLBASE-002-0082-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","82","82","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L82","7845c53e9a8d661f2b1679f91cd05f1a3a15fc86e08c7cf1f775a03af2a145d8","156","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 下一步最该补 | 机器人收入绝对额、头部客户供货量、3D 相机/模组 ASP、寿命、交付周期、海外收入和产能利用率。 |"
"FOHLSRC-FOHLBASE-002-0084-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","84","84","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L84","ad3f2087b702e9b0b2434495c63a1e30aaaf159ead77e1918e65c14ce3cd2383","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 2. 基本信息"
"FOHLSRC-FOHLBASE-002-0089-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","89","89","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L89","9a7c0ab55b3590deccc20dcbffc3af7b9332fcb52f7bdf1e4c80fa0835c9b83c","28","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 证券代码 | 688322.SH |"
"FOHLSRC-FOHLBASE-002-0092-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","92","92","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L92","227f79e326b7e4ad1aaa1b3b9bab63f19894e9884eea4e4fa5be255187858383","111","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 注册/办公地址 | 深圳市南山区西丽街道松坪山社区高新北一道 88 号奥比科技大厦 |"
"FOHLSRC-FOHLBASE-002-0094-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","94","94","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L94","eea60abffdecfc09aac446865b70032b2cb5770cbafd624682a3e8f4cc9607c9","167","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 主营业务 | 3D 视觉感知产品的设计、研发、生产和销售,主要产品包括 3D 视觉传感器、消费级应用设备和工业级应用设备。 |"
"FOHLSRC-FOHLBASE-002-0095-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","95","95","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L95","2a1e9d56d097d48c9f839f073ef57383c75dfe632682048476e643d6e989a780","159","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人相关定位 | 机器人 3D 视觉传感器、RGB-D 深度相机、结构光/双目/ToF/LiDAR 方案,以及机器人与 AI 视觉产业中台。 |"
"FOHLSRC-FOHLBASE-002-0097-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","97","97","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L97","39e69dcef80f06300f88ce6dba1b987ed79f959794e5b06d3cbc1fe98d2f75aa","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 3. 所属产业链环节"
"FOHLSRC-FOHLBASE-002-0102-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","102","102","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L102","6d7cc5dc15930b011eecace5a4c2693d18d68479ce399fab08fd5f2332b3ef35","103","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 细分环节 | 3D 视觉、深度相机、视觉感知模组、机器人导航避障与空间感知 |"
"FOHLSRC-FOHLBASE-002-0104-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","104","104","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L104","9d901d022b9474769d0a1d181a26ce2aa2b7788d60e67e70a9e63c28acba96f6","265","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 相邻环节边界 | 奥比不是机器人本体厂,也不是单纯算法公司;其核心边界在“光学/芯片/算法/模组/SDK/量产制造”一体化的 3D 视觉感知产品。消费级扫描和支付设备收入不能直接等同机器人收入。 |"
"FOHLSRC-FOHLBASE-002-0105-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","105","105","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L105","badba796a95583bc271eb434c787c8e70d621cbc20629b75a2d4d5aed2528f5f","239","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 话语权判断 | 在国内服务机器人 3D 视觉侧具备较强客户基础和产品话语权;在人形机器人侧仍处于客户适配、订单增长和量产验证阶段,需要验证单机用量、供货量和客户复购。 |"
"FOHLSRC-FOHLBASE-002-0107-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","107","107","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L107","bacfc7b55e10a03a4dc0ef00c42aba46e47f8e6ecb526169a6f05cb756531447","325","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-奥比中光-02-PRODUCT):产品和产业链位置仅保留范围 / 产品层待审线索,不能外推客户、收入或份额。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-002-0109-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","109","109","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L109","ba20cf70d76100f27080316b4f669b8002fc26c708f182ccb8b539f9b660aba8","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 4. 机器人相关产品"
"FOHLSRC-FOHLBASE-002-0113-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","113","113","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L113","6a87862ede4bbde4475be878d78f5863859004dbf932e655d5b86557d8e91f32","200","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| Gemini 305 系列 | 人形机器人、服务机器人、嵌入式视觉 | 超小型双目 3D 相机 | IR 口径称已用于人形机器人适配落地 | A | 客户机型、供货量、批量价格 |"
"FOHLSRC-FOHLBASE-002-0114-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","114","114","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L114","48daf7a2b9fde587748a330133c2553324c1568e9ddfc43d175ee0751a15f390","287","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| Gemini 335 / 336 系列 | 人形、服务、工业和室内外复杂光照场景 | 双目结构光 / 主动与被动立体视觉 | Gemini 336 官方商城价 284 美元;深度范围 0.10-20m+,最高 1280x800@30fps,重量 99g | B | 机器人批量 ASP、寿命、质保和交期 |"
"FOHLSRC-FOHLBASE-002-0115-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","115","115","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L115","d42401bac2fe73fb0afb1f739d2faa654c3b6bb5796b7ac116f4636d411086b0","208","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| Gemini 335L / 336L / 335Le 等 | 工业和机器人场景 | 双目 3D 相机 | 官网列入产品矩阵,Gemini 335Le 被官网首页标注为工业场景机器人产品 | B | 型号对应客户和销量 |"
"FOHLSRC-FOHLBASE-002-0116-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","116","116","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L116","0825f785a38f50eba614a4116affdd9d0069517fe10c73ec39426332b152c34f","281","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| Femto 系列 / Femto Mega I | 工业视觉、边缘 AI、仓储物流、上下料、工业检测 | iToF、边缘算力、深度算法集成 | IR 披露 Femto Mega I 内置英伟达高算力芯片,具备 IP65 防护等级和抗震能力 | A | 机器人客户、单价和毛利 |"
"FOHLSRC-FOHLBASE-002-0118-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","118","118","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L118","709a861c650f04fee5890f81873a16ed79bfc6cc7964ff64ffd3eb00914d182b","153","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| Pulsar / LiDAR 系列 | 机器人导航、物流和室外场景 | dToF LiDAR | 官网产品矩阵披露 | B | 与深度相机方案的分工和客户 |"
"FOHLSRC-FOHLBASE-002-0119-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","119","119","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L119","012acf484ad9fea033f512c119dbe588af73b3404fba9d58bb44be5850987163","256","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人视觉解决方案 | 服务、人形、工业、农业、ROS 教育 | 识别、导航定位、避障、路径规划、三维重建和人机交互 | 年报和 IR 均披露覆盖多类机器人场景 | A | 是否形成标准化解决方案收入 |"
"FOHLSRC-FOHLBASE-002-0121-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","121","121","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L121","caa026e67aeea31a3e9c60b0bbbd45d056d8e5fee196cad0de4b0e4c754a466f","319","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-奥比中光-03-REVENUE):收入、订单、营收占比、利润和毛利等财务强字段继续保持待核验或缺口。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-002-0123-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","123","123","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L123","96ea00535aabee902697e8f166a5fad61aaed8409d591ed5d46fc508e4fe8688","36","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 5. 收入、利润与营收占比"
"FOHLSRC-FOHLBASE-002-0127-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","127","127","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L127","f181c4067688e4430237897b19f055c8f20ae6ac6eefe3930635c9d8fe5ffa0f","119","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司总收入 | 9.41 亿元,同比增长 66.66% | 2025 年 | A | 年报口径,营业收入 940,743,637.65 元 |"
"FOHLSRC-FOHLBASE-002-0128-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","128","128","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L128","dbadf751c26c296b9f1f3fb279cbd02466fee5a7964eff2ed5b0325535d6550c","91","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 归母净利润 | 1.28 亿元 | 2025 年 | A | 2024 年为亏损,2025 年实现盈利 |"
"FOHLSRC-FOHLBASE-002-0129-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","129","129","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L129","8d2d7967acfa5b6d1eb5b95458b35e58cc16fdd0aa88a0b4d18044c149d3c13c","69","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 扣非归母净利润 | 0.71 亿元 | 2025 年 | A | 年报口径 |"
"FOHLSRC-FOHLBASE-002-0130-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","130","130","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L130","63aaa8b13e7384cc801d360eaeb30b910a829f08b66d0bbbec0961cd9265106c","81","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 经营现金流净额 | 0.83 亿元 | 2025 年 | A | 2024 年为 -0.86 亿元 |"
"FOHLSRC-FOHLBASE-002-0131-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","131","131","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L131","1035faebf39ab6a6332fd378c2a2169718861b231de2755834f22aafe350baf9","88","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 研发费用 | 2.03 亿元 | 2025 年 | A | 研发投入占营业收入比例 21.53% |"
"FOHLSRC-FOHLBASE-002-0132-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","132","132","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L132","1fefec99e7f5fd21f9cba7a0e5a8774bdeb1bb3a67a11b69033ad57a12d7ae62","162","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| AIoT 收入 | 5.12 亿元,毛利率 56.72% | 2025 年 | A | 增长主要系机器人和三维扫描业务、支付宝“碰一下”设备销售收入增长 |"
"FOHLSRC-FOHLBASE-002-0133-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","133","133","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L133","0b199a5f11cdb2868efa5cb3d4307bde78a8a474bd4cee08e66fc7308aade36c","121","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 生物识别收入 | 3.90 亿元,毛利率 24.95% | 2025 年 | A | 与线下支付场景相关,不等同机器人 |"
"FOHLSRC-FOHLBASE-002-0134-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","134","134","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L134","3342426e0ff5a404b67607074ca0c1a7ad0f4097c82528727892f6cb73db6cab","106","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业三维扫描收入 | 0.26 亿元,毛利率 66.84% | 2025 年 | A | 工业级应用设备相关 |"
"FOHLSRC-FOHLBASE-002-0135-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","135","135","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L135","86b629aece0b7bfc199c376eb826be2a889d67225cc107ee09c5fdeadfd4697b","173","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 3D 视觉传感器收入 | 2.91 亿元,毛利率 54.43%,同比增长 36.79% | 2025 年 | A | 与机器人最相关的产品口径之一,但仍未拆机器人客户 |"
"FOHLSRC-FOHLBASE-002-0136-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","136","136","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L136","d36dd2520f8a3522622feb22c94e49ed0bbfb72548cfbbc30b8644c97b555cd2","139","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 消费级应用设备收入 | 5.84 亿元,毛利率 37.81% | 2025 年 | A | 受三维扫描、支付宝“碰一下”等影响较大 |"
"FOHLSRC-FOHLBASE-002-0137-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","137","137","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L137","dffa209f5d4332eb69eaf0f9a8d8897a146bc522405aeeff73926ad89e570fb3","109","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业级应用设备收入 | 0.26 亿元,毛利率 66.79% | 2025 年 | A | 规模较小但毛利率高 |"
"FOHLSRC-FOHLBASE-002-0138-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","138","138","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L138","7da22c51b03d4a714a569ee61e3b7d7a49564789bdd76e1204e9a66bd9762b7a","91","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 境内收入 | 8.48 亿元,毛利率 42.01% | 2025 年 | A | 主营业务地区口径 |"
"FOHLSRC-FOHLBASE-002-0139-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","139","139","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L139","10213ecd948d7ba38fb7249ad17db3d24fc039c2d49ecc204cbb89d63d25c24b","112","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 境外收入 | 0.87 亿元,毛利率 58.49% | 2025 年 | A | 2026Q1 直接境外销售收入同比约 +80% |"
"FOHLSRC-FOHLBASE-002-0140-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","140","140","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L140","7d7e82dbc8881d37f93229ca6f9774ae9afbd3467486b12526416499043ecb7f","169","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人收入 | 未披露绝对额 | 2025 年 | A | 年报披露国内机器人业务翻倍增长,Q1 披露国内机器人销售收入达上年同期三倍以上 |"
"FOHLSRC-FOHLBASE-002-0141-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","141","141","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L141","5e973e1ef13f2648b4349dc9f28d807eba36d15a9ff0b898750b8034ab406f60","86","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2026Q1 总收入 | 2.03 亿元,同比增长 6.19% | 2026Q1 | A | 一季报口径 |"
"FOHLSRC-FOHLBASE-002-0142-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","142","142","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L142","ef8ba7f400a1d54cb25e7a9310274da18915494d2380f080ea92a8bd6ded45bd","108","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2026Q1 归母净利润 | 0.31 亿元,同比增长 27.48% | 2026Q1 | A | 利润端增速高于收入端 |"
"FOHLSRC-FOHLBASE-002-0143-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","143","143","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L143","265568cd5d22a4dc3bf919b85da915d67498606fdc08756b58b22d3214adf9dd","109","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2026Q1 扣非归母净利润 | 0.22 亿元,同比增长 531.01% | 2026Q1 | A | 业务结构改善带动 |"
"FOHLSRC-FOHLBASE-002-0145-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","145","145","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L145","35bdf854b066c4a27736ad2ac2cf593b83ce5e13a525aca7715ff98a14136d24","320","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-奥比中光-04-CAPACITY):出货、产能、产销、利用率、良率和交付节奏不得由既有研究迁移稿升级。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-002-0147-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","147","147","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L147","a7f367930f0a44d7fef3b3e9eaf9706f155f20432cb123eb4e979d8c8aa02fc1","48","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 6. 产量、销量、产能与产能利用率"
"FOHLSRC-FOHLBASE-002-0151-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","151","151","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L151","63c05b0405845de9266afb38eab5d3a8e7ffdb8b0f301b3b1bc1114222608e89","91","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产量 | 91.03 万台 | 3D 视觉传感器 | 2025 年 | A | 机器人专用型号占比 |"
"FOHLSRC-FOHLBASE-002-0152-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","152","152","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L152","8b704b8ccc9e26666a74ee10a87e277a39015ff1071d5298c411d46fb7cf8a5d","85","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 销量 | 88.35 万台 | 3D 视觉传感器 | 2025 年 | A | 机器人客户销量 |"
"FOHLSRC-FOHLBASE-002-0153-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","153","153","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L153","8cb60a3006c8de1b38f194debfbfe258989e8a286de3cf48ce6727a8ff327c72","85","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 库存量 | 21.74 万台 | 3D 视觉传感器 | 2025 年 | A | 具体型号库存 |"
"FOHLSRC-FOHLBASE-002-0154-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","154","154","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L154","2a64041349702f8466f20efb49e40f1d2d6fa0aeeb10faaca32cc361729ad35a","101","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产量 | 131.50 万台 | 消费级应用设备 | 2025 年 | A | 三维扫描和支付设备占比 |"
"FOHLSRC-FOHLBASE-002-0155-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","155","155","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L155","3c353dd8e3a6456e38433bc2693750396a197f7899786edaaa56a76f88c6f5a3","86","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 销量 | 128.50 万台 | 消费级应用设备 | 2025 年 | A | 非机器人为主 |"
"FOHLSRC-FOHLBASE-002-0156-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","156","156","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L156","71d22b7d6098d29f51246c550f69109c5b665e6bbd0dcc1319002eb34cd1da51","109","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业级应用设备销量 | 96 套 | 工业级应用设备 | 2025 年 | A | 工业视觉项目型产品 |"
"FOHLSRC-FOHLBASE-002-0157-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","157","157","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L157","32fe1b3f33e8ef1f68cfa40668bc356e2d0b9e128230cfb729262c7112f96dcc","183","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 佛山顺德智能制造基地 | 一期已顺利投产,形成规模量产 3D 视觉感知产品能力 | 3D 视觉感知产品 | 2025/2026 | A | 设计产能、利用率、良率 |"
"FOHLSRC-FOHLBASE-002-0158-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","158","158","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L158","69baa8a80077c6305aa29aed0da01460c12dc105d137280fe4e06b7300ae868c","170","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 越南北宁工厂 | 持续推进建厂计划,形成中国与越南双工厂制造布局 | 海外制造 | 2026 规划 | A / B | 投产时间、产能和客户导向 |"
"FOHLSRC-FOHLBASE-002-0159-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","159","159","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L159","2958c2acb6ecb1e6f2f7840acf29e7a82dd86e89ed2d8652bca08deee6137823","157","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产能利用率 | 未披露 | 3D 视觉传感器 | 2025 年 | A | 年报称产能利用率提高导致固定费用分摊减少,但未披露具体比例 |"
"FOHLSRC-FOHLBASE-002-0160-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","160","160","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L160","f2f49b19495b58ea113a82f6c99ab10ed2aaa1e7e4e7e2124d53944388fb64fe","192","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 交付周期 | 官网新闻称整体交付周期由约 40 天缩短至 20 天左右 | 人形机器人相关订单 | 2026 年新闻口径 | B | 是否适用于所有机器人客户和型号 |"
"FOHLSRC-FOHLBASE-002-0162-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","162","162","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L162","cd7cd76b4e094bfc4ef7d4fad342503c8b546e47b6e9b1280995d06951d22b30","317","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-奥比中光-05-CUSTOMER):客户、供货、主供、独供、份额和供应体系关系需要官方或客户侧补证。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-002-0164-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","164","164","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L164","3a8b29c24f343e7211009f89e271e51f456be25e2669a9275cad63458df3a619","39","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 7. 客户、供应链与供货状态"
"FOHLSRC-FOHLBASE-002-0166-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","166","166","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L166","a7c52e4de4516c3e6c12c661e46294d5b9a45dd2d1eb249d02798d0ccf683f02","119","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户 / 类型 | 对应产品 | 供货/合作状态 | 供货量 / 金额 | 国内 / 海外 | 证据等级 | 备注 |"
"FOHLSRC-FOHLBASE-002-0168-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","168","168","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L168","ddfd3f59fc7fe08923470a93f6689c0811d99c316779c27a04776af781377b1a","216","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 普渡科技、云迹科技、擎朗智能、高仙机器人、LionsBot | 服务机器人 3D 视觉方案 | 业务合作 | 未披露 | 国内 / 海外 | A | 覆盖配送、清洁、割草、酒店/楼宇等场景 |"
"FOHLSRC-FOHLBASE-002-0169-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","169","169","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L169","2a965da4496b0eb42156db3d0b949aae249b5cd72e1e77a73a07130492fe6f31","130","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| RoboCare | 服务/护理机器人 | 合作推出多款产品 | 未披露 | 韩国 | A | 年报披露 SILBOT 搭载 Gemini 335L |"
"FOHLSRC-FOHLBASE-002-0170-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","170","170","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L170","d9d6a39f80585e979be909deda1ef2b9fc5c39216c8b6d035520a55d2d505e99","137","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 日本某头部车企医院物流机器人 | 物流机器人 | Gemini 2 提供环境感知 | 未披露 | 海外 | A | 客户未具名 |"
"FOHLSRC-FOHLBASE-002-0171-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","171","171","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L171","4b462fe59089f7da120a82199f416ec4c4856151da2aaea56d57a2a10980089e","154","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| Twinny | 移动机器人/订单拣选机器人 | 联合推出 NarGo | 未披露 | 韩国 | A / B | 官网案例称每台 NarGo 搭载两台 Gemini 335 |"
"FOHLSRC-FOHLBASE-002-0173-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","173","173","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L173","bd09266a835da8cf4d05fba3be82c93eae83180d5061770a33aefd33ac000aef","222","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 智元机器人、北京“天工”、优必选、蚂蚁灵波、加速进化、灵心巧手、魔法原子等 | 人形机器人 3D 视觉 | 适配落地 | 未披露 | 国内 | A | 不能外推为主供或稳定份额 |"
"FOHLSRC-FOHLBASE-002-0174-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","174","174","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L174","f86841d8a0b06290701cfd66c6633826f8505d376c49a0ac57e7b599f6e8810e","201","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 自变量机器人、北京人形机器人创新中心 | 人形机器人视觉方案 | 官网新闻称提供稳定可靠 3D 视觉感知方案 | 未披露 | 国内 | B | 需客户侧进一步验证 |"
"FOHLSRC-FOHLBASE-002-0175-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","175","175","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L175","85e2d41e2cc80f04ce7e74521c25feca039eab3566ff23a2a9c35bb07a4d3cd2","163","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 全球机器人客户 | 3D 视觉产品/方案 | 累计服务全球超千家机器人客户 | 未披露 | 全球 | A / B | Q1 和官网新闻均有类似口径 |"
"FOHLSRC-FOHLBASE-002-0176-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","176","176","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L176","0f9d5dcbb3a5ca09354ceecabe0b167fa6fc0bfef04d90351cfbe33de3f71ae1","181","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 前五大客户 | 公司整体产品 | 客户集中度较高 | 销售额 60,134.94 万元,占 63.92% | 未披露 | A | 第二大客户为关联方,销售额 25,252.53 万元 |"
"FOHLSRC-FOHLBASE-002-0177-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","177","177","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L177","eaa266b4bbc2302a8a80385f97e2fa93ecd5da9040a87745216084d33cc8c825","145","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 前五大供应商 | 公司整体采购 | 采购集中度中等 | 采购额 9,981.11 万元,占 19.89% | 未披露 | A | 供应商未具名 |"
"FOHLSRC-FOHLBASE-002-0179-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","179","179","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L179","da5639eb96d87b2d88025352a0041ec896cb636c9fbfa89b47b7906450b86d4b","41","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 本体商阵营回填(2026-06-21)"
"FOHLSRC-FOHLBASE-002-0182-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","182","182","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L182","50d9dd000089611adbb34a7ae649a74d1769c90ada720a1a95e7405146872ae8","184","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 增量来源:3D 视觉传感器和深度相机可随服务机器人、移动机器人、人形机器人感知配置提升而放量,软件算法和 SDK 是长期粘性的关键。"
"FOHLSRC-FOHLBASE-002-0183-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","183","183","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L183","5589c0dd83dadaa93d9084ed15f25270c79d3d6e7e136bef72f72e657de2b435","157","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 待验证边界:3D 视觉收入和销量较硬,但机器人专用收入、具体本体商客户、供货量、视觉 ASP 和算法收费仍需拆分。"
"FOHLSRC-FOHLBASE-002-0185-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","185","185","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L185","a8a77f69a72069fc2e6f91e2ebe8ac81c06d9b6da0b6993161c3aedf8efda203","300","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-奥比中光-06-ASP):ASP、毛利、寿命、售后和返修口径均保留为缺口或待核验事实。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-002-0187-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","187","187","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L187","28165afe0771553374ae696b75f35d0b289a3aa1a7a934445b8d7bfa9242e09e","36","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 8. ASP、寿命、交付与售后"
"FOHLSRC-FOHLBASE-002-0191-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","191","191","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L191","3ff9a00dffe9d47db02d59f6e6bdfc6f4322da5ada8d6183cce00ffce7615f62","130","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 批量 ASP | 未披露 | 机器人 3D 视觉传感器 | A | 公司未按机器人客户、型号、批量阶段披露成交价 |"
"FOHLSRC-FOHLBASE-002-0192-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","192","192","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L192","242f56f9ad04a1609c81a71a01e3b93045a583361f47b99c96e7c6f878357bde","184","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 3D 视觉传感器收入/销量 | 约 329 元/台 | 3D 视觉传感器收入 / 销量 | E | 仅为产品大类数量级线索,产品结构复杂,不能作为机器人相机 ASP |"
"FOHLSRC-FOHLBASE-002-0193-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","193","193","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L193","bdad5eaae0db369ff0e1fdc33c70f1f789c86776f58dcca1f9505fece2157b38","137","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 官方商城价格 | Gemini 336 标价 284 美元,显示售罄 | Gemini 336 | B | 零售/展示价格,不等同于批量供货价 |"
"FOHLSRC-FOHLBASE-002-0195-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","195","195","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L195","477b31bb7fb0f86aef4bb77dbd7a0a1e711d7329f8fc3c98e3b03ed370cc4669","147","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 交付周期 | 官网新闻称整体交付周期约 20 天左右 | 人形机器人订单相关 | B | 需验证具体产品和客户适用范围 |"
"FOHLSRC-FOHLBASE-002-0198-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","198","198","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L198","3da28f4f3d7ccfc946a36b2bd90d87f25241941b251a0dbdc7d5cd759bb52d35","33","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 9. 成本结构与利润弹性"
"FOHLSRC-FOHLBASE-002-0202-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","202","202","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L202","595482efce2c5c2b59a905a24baf8db4063faea27ad36310bd81018ceba42d9f","170","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 3D 视觉传感器成本结构 | 直接材料 11,140.25 万元,占 84.02%;直接人工 861.25 万元,占 6.50%;制造费用 1,257.62 万元,占 9.48%。 | A |"
"FOHLSRC-FOHLBASE-002-0203-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","203","203","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L203","621469eacb54c001dc4f9ab6bc7667f26de4d248ac475a4f375b485921e92fce","147","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 成本改善线索 | 年报称 3D 视觉传感器制造费用同比下降,主要系产能利用率提高导致分摊固定费用减少。 | A |"
"FOHLSRC-FOHLBASE-002-0205-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","205","205","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L205","56adbdfcdca5f48cda98a83e5c216d3b7139e34f5cdc8523dc99bb879adb9824","200","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 利润弹性 | 3D 视觉传感器毛利率 54.43%,工业级应用设备毛利率 66.79%;如果机器人客户放量且产能利用率提升,固定费用摊薄和规模效应明显。 | A / E |"
"FOHLSRC-FOHLBASE-002-0206-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","206","206","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L206","c25e07b47d5e1b8baad51eb5bc5d1caa3664df5fbc07ec4cf68b3ef786f5ebec","156","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 主要压力 | 消费级产品价格下降、客户集中度、机器人客户议价、海外供应链建设成本、不同视觉路线竞争。 | A / E |"
"FOHLSRC-FOHLBASE-002-0208-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","208","208","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L208","79f3448f2515c14f82afa5747df430cb67f148cb4d9b758f574bc4d27e06c945","25","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 10. 增量来自哪里"
"FOHLSRC-FOHLBASE-002-0210-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","210","210","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L210","deeaf6deb16f6b79cce3a3c89f63c0beddac9dc6ae55b177fedc3ae7dbf5dde3","100","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 增量来源 | 对应产品 | 对应客户 / 场景 | 兑现节奏 | 关键前提 | 证据等级 |"
"FOHLSRC-FOHLBASE-002-0212-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","212","212","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L212","1f1ca19aedec766b5f4abbaee29a584a457c7185a32470044f0e4f8323941162","206","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 服务机器人继续扩张 | Gemini / Astra / ToF / LiDAR 等 | 配送、清洁、割草、楼宇、养老陪伴、ROS 教育 | 短期 | 既有客户出货增长、海外客户拓展、产品迭代 | A |"
"FOHLSRC-FOHLBASE-002-0213-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","213","213","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L213","9185320c53546aaa7efad0a56400106bfd4bcffd3a8ffed9fa83619d098c1fe5","237","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人视觉导入 | Gemini 305/335/336、Femto 系列、深度相机方案 | 智元、天工、优必选、蚂蚁灵波、加速进化等 | 中期 | 适配落地转化为稳定批量订单,客户侧验证供货量 | A / B |"
"FOHLSRC-FOHLBASE-002-0214-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","214","214","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L214","3a41b7e00437d21ff69d29c24dbb83969421802c4c95094ec93e2da2bd07028b","213","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业机器人和物流自动化 | Femto Mega I、Gemini 335、AI 视觉系统 | Twinny、Captic、仓储物流、上下料、检测 | 短中期 | 工业场景 ROI 明确,端侧 AI 降低部署复杂度 | A |"
"FOHLSRC-FOHLBASE-002-0215-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","215","215","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L215","16a3bdb3fe988f16b748a0ebff11f5bf0d869c643423bc1b46b10e267b4d535f","177","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 海外业务提升 | 3D 视觉传感器和解决方案 | 海外机器人、物流、工业客户 | 中期 | 越南产能落地、本地化服务和国际平台生态 | A / B |"
"FOHLSRC-FOHLBASE-002-0216-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","216","216","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L216","87c3c90f1f91abcf07ca3c6b7e57ea16c5cc81d62d58db343c80887639a129b1","230","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| AI 端侧硬件和世界模型数据 | 3D 视觉数据采集、RGB-D、点云 | 英伟达 Isaac/Jetson、苹果、微软、英特尔生态开发者 | 中长期 | 开发者生态扩大,硬件成为数据采集基础设施 | A |"
"FOHLSRC-FOHLBASE-002-0217-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","217","217","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L217","76eb8432fc45fa30b84707bd023a46045f07ff145ddae43966abde475dcc6f8e","210","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 三维扫描和生物识别现金流反哺 | 3D 扫描、支付设备、消费级应用设备 | 三维扫描、线下支付、AIoT | 短期 | 收入增长持续、毛利率稳定、研发投入可持续 | A |"
"FOHLSRC-FOHLBASE-002-0219-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","219","219","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L219","43054907802d078de3cfaf89e4654c8a57b3e13cf5a7671eac0b26d9e5774c7f","37","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 11. 团队、治理与组织能力"
"FOHLSRC-FOHLBASE-002-0224-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","224","224","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L224","3565ab06dbc901c2cd47538858c65c57be57e6725bfdcfd33c7be8b1d48c9c26","192","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 相关经验和年限 | 公司长期做 3D 视觉感知、光学、芯片、算法、模组、SDK 和量产制造,机器人视觉属于主业直接应用。 | 技术经验高度相关。 |"
"FOHLSRC-FOHLBASE-002-0225-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","225","225","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L225","918c72cbb8dd7b01fa8915769379f2bf20b7d78d4c3898ba347f060711f9faa6","94","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 重要人物 | 未披露可单独归因的人形机器人客户关键人物。 | 待补。 |"
"FOHLSRC-FOHLBASE-002-0226-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","226","226","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L226","31c3eda50e95eb58dbd3372a4f025132b20554b73f91e695060b8d137534af99","163","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 团队稳定性 | 未见核心团队异常变动线索;2025 年研发费用 2.03 亿元,研发投入占收入 21.53%。 | 研发强度高,是加分项。 |"
"FOHLSRC-FOHLBASE-002-0227-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","227","227","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L227","efdd5d79284bbc4897d109a70e94fb318ca3e18b03a842d3c77c151576af34aa","152","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 分拆上市 / 母公司关系 | 机器人 3D 视觉在上市公司主业体系内推进,未见独立分拆上市安排。 | 组织边界清晰。 |"
"FOHLSRC-FOHLBASE-002-0228-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","228","228","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L228","cdf68d0af198f1c741e53a3f60f22b290e2eeec6af9febc77a9471c88109e105","130","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 研发投入 | 2025 年研发费用 2.03 亿元,占收入 21.53%。 | 高研发投入支撑多技术路线和算法平台。 |"
"FOHLSRC-FOHLBASE-002-0229-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","229","229","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L229","763af265983191b9bf41c1127f47d190cfbf2d6771e78d0356aab03318932e7b","168","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 组织能力 | 3D 视觉传感器 2025 年产量 91.03 万台、销量 88.35 万台;顺德基地投产,越南工厂推进中。 | 量产和交付能力较强。 |"
"FOHLSRC-FOHLBASE-002-0230-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","230","230","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L230","e355e5134f126d08c9e257157bbf6230fc2f7eb043abc4701bb9b3042fb2f7fc","220","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 经营与披露风格 | 务实偏积极:3D 视觉收入、产销量、毛利率披露清楚;机器人收入未拆,人形订单增长和交付周期为公司侧口径。 | 机器人客户仍需客户侧验证。 |"
"FOHLSRC-FOHLBASE-002-0231-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","231","231","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L231","c70cd817dbb5e9d1236ea4230a0dd2b3c34a79872b0c9fb67670f210736794a8","197","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 历史兑现能力 | 公司 2025 年从亏损转为盈利,3D 视觉传感器毛利率 54.43%;机器人业务增长但未披露绝对额。 | 经营改善明显,机器人兑现待拆分。 |"
"FOHLSRC-FOHLBASE-002-0232-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","232","232","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L232","0a62280890e97954b4072fce6e8b80c58eb167634783b16f842cf22341100670","148","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心判断 | 团队和组织能力是加分项;主要风险在客户集中度、机器人收入拆分和视觉路线竞争。 | 加分项。 |"
"FOHLSRC-FOHLBASE-002-0234-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","234","234","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L234","ef3aa13da497d47cab2889a7bb58cee5a868892fa237501fab2c8c68f382f11d","34","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 12. 证据等级与资料来源"
"FOHLSRC-FOHLBASE-002-0238-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","238","238","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L238","1b8b9bf3384c678d45911f6ea7cae4ef6f333f0c1171fa39afaa8f6078b769e7","192","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-017 | 奥比中光 2025 年年度报告 PDF | 年报 | A | 收入、利润、研发、产品收入、毛利率、产销量、客户、供应商、机器人进展 | 本档案核心来源 |"
"FOHLSRC-FOHLBASE-002-0239-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","239","239","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L239","1e3721a3e157ed0b7b08b11da6ac8dda55b7ca65145041f89a4724b616f51531","150","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-018 | 奥比中光 2026 年一季报 | 一季报 | A | 2026Q1 收入、利润、机器人销售收入同比、海外收入同比 | 季度趋势 |"
"FOHLSRC-FOHLBASE-002-0240-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","240","240","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L240","7a43487df97333902679dc72bbd460cddb08c4a5a4036275b47f369770d037d9","157","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-019 | 投资者关系活动记录 | IR | A | 机器人客户、海外业务、产能布局、产品路线 | 管理层口径,客户供货仍需验证 |"
"FOHLSRC-FOHLBASE-002-0241-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","241","241","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L241","bf92fbbfc72483ad8c7d6d8c397b5c62184b345b7ee344de8898fd5eff05bf40","128","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-020 | 奥比中光官网 | 官网 | B | 产品矩阵、解决方案、客户案例、全球客户口径 | 公司侧展示 |"
"FOHLSRC-FOHLBASE-002-0242-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","242","242","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L242","d4aeeb530b18d1a9a2a5e93f923149926c231f9a0ae2c8c20e3c2734856d742a","106","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-055 | Gemini 336 产品页 | 官网产品 | B | 产品参数、机器人应用入口 | 参数口径 |"
"FOHLSRC-FOHLBASE-002-0243-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","243","243","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L243","66c318b8b527f73ef42eb44a78b8e4879a82386665c6f8e21d22c64e7a108efe","135","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-056 | Gemini 336 官方商城页 | 官方商城 | B | 284 美元价格线索、售罄状态 | 零售价格,不等同批量 ASP |"
"FOHLSRC-FOHLBASE-002-0244-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","244","244","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L244","18f81fc1b316935d033c936d14df4ece792adb143b363156191cb220f5c3a245","185","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-057 | 奥比中光人形机器人业务订单增长新闻 | 官网新闻 | B | 人形订单环比、交付周期、客户线索 | 公司新闻,需后续公告和客户侧验证 |"
"FOHLSRC-FOHLBASE-002-0245-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","245","245","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L245","a653f1fb98c899b6c95b5818ab992e3a9f8083cec52c885dbcd578561d357d5f","220","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 本地机器视觉专题 | 机器视觉/3D 视觉深度梳理、横向对比表 | 研究沉淀 | C / E | 服务机器人份额、竞品、市场空间、待补字段 | 正式引用需回研报或第三方原始资料 |"
"FOHLSRC-FOHLBASE-002-0247-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","247","247","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L247","a6c233b60f4f5c89538f7e02b8a5189db834f01056ce666ff9ac04761c3a1253","310","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-奥比中光-07-RISK):风险、估值弹性和投资相关表述不得替代证据结论,不构成投资建议。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-002-0249-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","249","249","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L249","7a56d9f16ee1ff588205ba426c54ea732aec0ea1eea8b4a81742a59636e92981","22","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 13. 待验证问题"
"FOHLSRC-FOHLBASE-002-0253-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","253","253","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L253","d4c9256ffeacc02a2296ef6dc89b438b19ffb635891ba6b0db998c2df091ff7f","153","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高 | 机器人业务收入绝对额和毛利率是多少? | 年报问询、IR、分产品收入拆分、客户项目资料 | 分析员持续跟踪 |"
"FOHLSRC-FOHLBASE-002-0254-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","254","254","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L254","be245459d854c574f42f9f35aea9220e02f38a253beb7241702eda2946580dc9","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高 | 人形机器人客户是否进入定点/批量供货,供货量是多少? | 客户侧公告、供应商名单、采购合同、机型拆解 | 数据处理同学补客户侧资料 |"
"FOHLSRC-FOHLBASE-002-0255-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","255","255","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L255","74d4e9ec5734ac2c9d099d4a297d75d9b362557bf5da7aa3de5422f35d54926e","201","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高 | Gemini/Femto 系列批量 ASP、寿命、质保和返修率是多少? | 报价、采购公告、产品手册、售后条款、客户验收资料 | 数据处理同学补价格和产品资料 |"
"FOHLSRC-FOHLBASE-002-0256-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","256","256","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L256","b584767e7f446e1e5751731683ce680bcf3b2ad65b943e0b5d13539c2b46dd93","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高 | 前五大客户中是否包含大额支付/消费级客户,机器人客户占比多少? | 客户结构、应收账款明细、重大客户公告 | 分析员跟踪定报和问询 |"
"FOHLSRC-FOHLBASE-002-0257-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","257","257","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L257","969de9a01d7a9615b4fde0f0c28874b3971a0665c1b3052edd301486066c7544","175","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中 | 顺德基地和越南工厂的设计产能、利用率、良率如何? | 项目公告、投产新闻、产线资料、IR 问答 | 数据处理同学补项目资料 |"
"FOHLSRC-FOHLBASE-002-0258-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","258","258","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L258","aecb487c3c0b23fbb26c9ec4712288552ffa021a776a0cb271b643dde01e2258","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中 | 纯视觉、激光雷达、深度相机在人形机器人中的路线如何分工? | 本体厂技术方案、BOM、产品拆解、客户访谈 | 分析员联动本体厂供应链文档 |"
"FOHLSRC-FOHLBASE-002-0259-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","259","259","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L259","a9f00fe3f97b9cdd849377af548f013f98404df4ddbcfa81455d0cff2fc293cb","170","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中 | 服务机器人 3D 视觉份额是否仍保持高位? | GGII/MIR 等第三方数据、客户出货、竞品份额 | 数据处理同学补第三方份额资料 |"
"FOHLSRC-FOHLBASE-003-0004-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","4","4","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L4","29e3c035779e705b933001216d784b3b81fa66e0ea7e5e1da927d0659cc2a9e0","33","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> case_id: ANA-ROBOT-INDUSTRY-001"
"FOHLSRC-FOHLBASE-003-0005-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L5","190ce0e7ffd5eaee5af6e606354670e57c4c578eb4ad1461a0db04bd08860b29","55","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> run_id: RUN-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"FOHLSRC-FOHLBASE-003-0005-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L5","190ce0e7ffd5eaee5af6e606354670e57c4c578eb4ad1461a0db04bd08860b29","55","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> run_id: RUN-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"FOHLSRC-FOHLBASE-003-0006-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","6","6","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L6","ad362c060d06a95bd6db51db36da4d60567782ec40cfc21000f64abdd745f3d4","41","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> batch_id: BATCH-ANA-ROBOT-MIGRATION-002"
"FOHLSRC-FOHLBASE-003-0007-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L7","fc92d9f8c86cbb689b77e6aa6a916b38a0747d9a4a7b870534f869c497049bf6","122","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> status: BATCH002_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW / SNAPSHOT_EXECUTION_PREPARED_NOT_OUTPUT_PASS"
"FOHLSRC-FOHLBASE-003-0007-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L7","fc92d9f8c86cbb689b77e6aa6a916b38a0747d9a4a7b870534f869c497049bf6","122","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> status: BATCH002_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW / SNAPSHOT_EXECUTION_PREPARED_NOT_OUTPUT_PASS"
"FOHLSRC-FOHLBASE-003-0010-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","10","10","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L10","490ce7b9c81c928bee290b759925fae40bf0c9d3419f9ab7286b5fe464f37718","90","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> candidate_freeze: ../../../manifest/second_batch_execution_candidate_freeze_20260704.csv"
"FOHLSRC-FOHLBASE-003-0011-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","11","11","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L11","f3100b18b4f05ddc370c125b195513f4e9b6e699a55d610b05f6ea6ae72f6703","108","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> fact_execution_version: ../../../evidence/candidate_fact_execution_version_second_batch_core8_20260704.csv"
"FOHLSRC-FOHLBASE-003-0012-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","12","12","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L12","3653fa69304dd02dd742a0828ad24e679ca334479bb97feeb5fd70c1b2601788","86","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> field_summary_cn: ../../../evidence/second_batch_core7_field_summary_cn_20260704.csv"
"FOHLSRC-FOHLBASE-003-0013-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","13","13","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L13","57818180034d79f45bdbf74f6b143fb8425c2fd377065404dcbe930f3f4d01a9","94","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> body_downgrade_scope: ../../../evidence/second_batch_core7_body_downgrade_scope_20260704.csv"
"FOHLSRC-FOHLBASE-003-0017-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","17","17","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L17","e395adef2e455830de76398fc1042ecae3a54f2a894af760062a210eefd265a7","73","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> paragraph_rewrite_run: RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001"
"FOHLSRC-FOHLBASE-003-0017-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","17","17","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L17","e395adef2e455830de76398fc1042ecae3a54f2a894af760062a210eefd265a7","73","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> paragraph_rewrite_run: RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001"
"FOHLSRC-FOHLBASE-003-0018-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","18","18","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L18","75e6a36107307fb35359bd26ae694899a3a0a877951e81f8b84f7a5ee82eeb3a","110","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> primary_source_snapshot_plan: ../../../evidence/second_batch_core7_primary_source_snapshot_plan_20260704.csv"
"FOHLSRC-FOHLBASE-003-0022-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","22","22","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L22","49fd9fc2309aa8c5fd777a37442025b6c31aa112d370311394f97814971bf72e","70","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> snapshot_execution_run: RUN-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001"
"FOHLSRC-FOHLBASE-003-0022-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","22","22","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L22","49fd9fc2309aa8c5fd777a37442025b6c31aa112d370311394f97814971bf72e","70","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> snapshot_execution_run: RUN-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001"
"FOHLSRC-FOHLBASE-003-0023-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","23","23","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L23","ad1bf8ca7f56956f90c5e796e3a0bcac5930b992c295bbbe2fd2e0f09b07e387","92","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> evidence_summary_cn: ../../../evidence/second_batch_core7_evidence_summary_cn_20260704.csv"
"FOHLSRC-FOHLBASE-003-0024-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","24","24","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L24","0f88de0fc7b8d3e647f532ab818cea5afe7ff53f99963af4adc7bc4ddac7d46d","89","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> page_extract_manifest: ../../../evidence/primary_source_page_extract_core7_20260704.csv"
"FOHLSRC-FOHLBASE-003-0025-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","25","25","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L25","13e9af41b430cdbaeb893d4524fdcad2cce54ef0345569f7e08369cafd169593","90","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> snapshot_manifest: ../../../evidence/primary_source_snapshot_manifest_core7_20260704.csv"
"FOHLSRC-FOHLBASE-003-0026-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","26","26","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L26","efe2c4b882698490a74cca75da3dad9a8077b09bd418bac109d25a549673fe1d","100","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> paragraph_rewrite_scope: ../../../evidence/second_batch_core7_paragraph_rewrite_scope_20260704.csv"
"FOHLSRC-FOHLBASE-003-0027-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","27","27","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L27","e36a6b5c3e4e8f581bb5f42a36ef184b096a620ba47c87e757f1fec3672d054f","63","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> source_review: AUDIT-ANA-ROBOT-SECOND-BATCH-OUTPUT-REPAIR-001"
"FOHLSRC-FOHLBASE-003-0027-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","27","27","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L27","e36a6b5c3e4e8f581bb5f42a36ef184b096a620ba47c87e757f1fec3672d054f","63","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> source_review: AUDIT-ANA-ROBOT-SECOND-BATCH-OUTPUT-REPAIR-001"
"FOHLSRC-FOHLBASE-003-0028-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","28","28","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L28","61a7c6d99ea21c1856967fd8326464d9cf7fe7a462e79ad592be4c086835a06f","48","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> source_message: msg_20260704195534274_2e32aa67"
"FOHLSRC-FOHLBASE-003-0029-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","29","29","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L29","9e0c1b16d411cb585c2ee533a843d8eff690a2c4f2b5785cb10c1ffb837563e8","25","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> frozen_date: 2026-07-04"
"FOHLSRC-FOHLBASE-003-0031-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","31","31","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L31","c660f965465b67c897c12358553bc38c982b164a29633697907ca77d31a24dfa","33","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0. 第二批迁移输出门禁"
"FOHLSRC-FOHLBASE-003-0033-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L33","ef7873e75d7860878bc3f1d4ed1c5e22734d24b8f6ad28b185ee6a22798516d6","128","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 本页仅是项目体系内第二批迁移待审草稿,不代表审核通过、正式扩池、完成状态或对外交付。"
"FOHLSRC-FOHLBASE-003-0034-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L34","348ebd2670ef608e5414f636136d1934039aacd1e24ab0caad15e1a509c0f49d","109","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 核心 7:埃斯顿、奥普特、长光华芯、天准科技、凌云光、禾川科技、双环传动。"
"FOHLSRC-FOHLBASE-003-0036-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","36","36","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L36","fdfe29b1487f40edd810bf3a0d459db983a0b8d36cac83c100e91127dd1912fa","221","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 12 个相邻 / 供应链候选继续排除:鼎通科技、恒锋工具、飞荣达、宏发股份、沃尔德、鹏辉能源、日发精机、嵘泰股份、沃特股份、立讯精密、中石科技、银轮股份。"
"FOHLSRC-FOHLBASE-003-0037-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","37","37","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L37","39b5cd7f5769a2b4d7b3e1350c98685409b504a79d049d3b141b12382aa746e4","132","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 本公司 primary source 核验摘要:范围 / 产品层支持 4 条,强字段仍缺口 4 条,缺口 / 边界保留 1 条。"
"FOHLSRC-FOHLBASE-003-0038-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","38","38","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L38","48cf1a1be2cab12ed1247a34c68ffbd6a7700aa9db45547e6986eb7c07998fd8","197","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 收入 / 订单、产能 / 产销、客户供货、ASP / 毛利 / 寿命等强字段全部维持 `DATA_GAP_REVIEW` 或 `PENDING_PRIMARY_SOURCE_REVIEW`,不得从范围 / 产品层证据升级。"
"FOHLSRC-FOHLBASE-003-0040-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","40","40","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L40","457969e30c0fd618d1104dd272d566126ea512bbd72c4d5a2cd5e203b1debc20","139","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 正文保留既有研究成果承接内容;下表和 0.2 节给出本轮输出前必须保留的字段级与段落组级降读口径。"
"FOHLSRC-FOHLBASE-003-0042-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","42","42","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L42","98f095c434a1f05171fda355bb1a7917417de2c2b2e5154bfed505335ee38c48","37","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.1 待核验事实 / 缺口结构"
"FOHLSRC-FOHLBASE-003-0046-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L46","f4dc3d9bad9f2c06057054921a3d2adb256c3149b47a3832d51103ae7fafa524","427","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人定位 | `PRIMARY_SOURCE_VERIFIED_SUPPORTS_SCOPE_OR_PRODUCT / 范围 / 产品层支持` | 仅作为范围 / 产品层待审输出,不代表强字段成立 | `CORE8_CANDIDATE_FACT_NEEDS_PRIMARY_CHECK` | 公司官网和官方机器人应用文章可支持机器视觉、3D 相机、TOF / 双目相机和机器人视觉方案的范围 / 产品层相关性;机器人收入、客户和单机价值量仍未披露。 |"
"FOHLSRC-FOHLBASE-003-0047-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","47","47","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L47","e5ee70f9237c00d5dafb3b7b6964ddb20ab3286ba54b2d830a8bab5800f439e0","427","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产业链环节 | `PRIMARY_SOURCE_VERIFIED_SUPPORTS_SCOPE_OR_PRODUCT / 范围 / 产品层支持` | 仅作为范围 / 产品层待审输出,不代表强字段成立 | `CORE8_CANDIDATE_FACT_NEEDS_PRIMARY_CHECK` | 公司官网和官方机器人应用文章可支持机器视觉、3D 相机、TOF / 双目相机和机器人视觉方案的范围 / 产品层相关性;机器人收入、客户和单机价值量仍未披露。 |"
"FOHLSRC-FOHLBASE-003-0048-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L48","953a3256e3404916f8266699242da03f1180c8dafbc23e9f51bd14a90ad74db8","424","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心判断 | `PRIMARY_SOURCE_VERIFIED_SUPPORTS_SCOPE_OR_PRODUCT / 范围 / 产品层支持` | 仅作为范围 / 产品层待审输出,不代表强字段成立 | `CORE8_CANDIDATE_FACT_NEEDS_PRIMARY_CHECK` | 公司官网和官方机器人应用文章可支持机器视觉、3D 相机、TOF / 双目相机和机器人视觉方案的范围 / 产品层相关性;机器人收入、客户和单机价值量仍未披露。 |"
"FOHLSRC-FOHLBASE-003-0049-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L49","1e5a28bf504ef0fca941ac091b36937823d4046b962d9698af23c765cde40386","436","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人产品 / 方案 | `PRIMARY_SOURCE_VERIFIED_SUPPORTS_SCOPE_OR_PRODUCT / 范围 / 产品层支持` | 仅作为范围 / 产品层待审输出,不代表强字段成立 | `CORE8_CANDIDATE_FACT_NEEDS_PRIMARY_CHECK` | 公司官网和官方机器人应用文章可支持机器视觉、3D 相机、TOF / 双目相机和机器人视觉方案的范围 / 产品层相关性;机器人收入、客户和单机价值量仍未披露。 |"
"FOHLSRC-FOHLBASE-003-0050-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","50","50","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L50","54c898cd056119b9d275ada94275dc1d52eedf6b84791a26efc2d4949594b708","377","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 收入 / 订单 | `PRIMARY_SOURCE_CHECK_EXECUTED_FIELD_REMAINS_GAP / 强字段缺口` | 移入待核验事实 / 缺口结构;不得写成正式事实 | `CORE8_STRONG_FIELD_PRIMARY_SOURCE_GAP` | 已执行官方来源核验,未核验到机器人专项收入、订单金额或营收占比等强字段披露;本字段保留为收入 / 订单缺口,不写正式事实。 |"
"FOHLSRC-FOHLBASE-003-0051-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","51","51","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L51","03d557495aae93234e8358bac1197ff7d96f33d35004130e47517f49a02608ea","377","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产能 / 产销 / 利用率 | `PRIMARY_SOURCE_CHECK_EXECUTED_FIELD_REMAINS_GAP / 强字段缺口` | 移入待核验事实 / 缺口结构;不得写成正式事实 | `CORE8_STRONG_FIELD_PRIMARY_SOURCE_GAP` | 未核验到机器人专项产量、销量、产能利用率或出货规模的官方可复核披露;本字段保留为产能 / 产销缺口,不写正式事实。 |"
"FOHLSRC-FOHLBASE-003-0052-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","52","52","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L52","8895d77936418d7f5ff0ec278cf2303f96b80d3909d06a305e42aa78ce14a751","341","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户供货状态 | `PRIMARY_SOURCE_CHECK_EXECUTED_FIELD_REMAINS_GAP / 强字段缺口` | 移入待核验事实 / 缺口结构;不得写成正式事实 | `CORE8_STRONG_FIELD_PRIMARY_SOURCE_GAP` | 未核验到客户名称、供货状态、主供 / 独供或供货份额的官方可复核披露;本字段保留为客户供货缺口。 |"
"FOHLSRC-FOHLBASE-003-0053-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","53","53","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L53","12a49342d8b99b55c9727cfc07cfc049e592f5ce2f14c423b2b872f490ed0687","354","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP / 毛利 / 寿命 | `PRIMARY_SOURCE_CHECK_EXECUTED_FIELD_REMAINS_GAP / 强字段缺口` | 移入待核验事实 / 缺口结构;不得写成正式事实 | `CORE8_STRONG_FIELD_PRIMARY_SOURCE_GAP` | 未核验到 ASP、毛利率、寿命、更换周期或交付周期等官方可复核披露;本字段保留为价值量 / 毛利 / 寿命缺口。 |"
"FOHLSRC-FOHLBASE-003-0054-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","54","54","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L54","62b066e8ddd1f266f414ed8ab7bc88c2595616448d640d5f651a4a1b40272b99","369","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 强字段缺口边界 | `GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE / 缺口 / 边界保留` | 移入待核验事实 / 缺口结构;不得写成正式事实 | `CORE8_STRONG_FIELD_GAP_OR_BOUNDARY` | 强字段仍缺少 primary source 级别的事实值、证据位置和结论强度支撑;本轮只记录缺口编号、影响范围和后续补证要求。 |"
"FOHLSRC-FOHLBASE-003-0056-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","56","56","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L56","6c2c3796aef870b4393eac74f6d4cef2c2bcc261bec21c9733c4e69e66e2186f","37","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.2 正文级降读和证据标注"
"FOHLSRC-FOHLBASE-003-0062-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","62","62","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L62","aea435902e6545f8a2a273a36a41c8d86b4ab5dd5740977b3b36dd2fcfe93c3e","318","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司结论与基本判断 | 机器人定位、核心判断、产品 / 方案 | 保留为范围 / 产品层待审读法;不得写成正式公司结论、投资排序或收益判断 | 以 0.1 表中的范围 / 产品层记录为准 | 输出通过前补官方页码、产品页或人工快照作为可复核证据 |"
"FOHLSRC-FOHLBASE-003-0063-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","63","63","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L63","e37ca234b65d6a7bd9a728304a3ba5288ff89e877b1e76cf3d6807f0c779cf7e","354","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 收入、利润、订单和营收占比 | 收入、订单、机器人业务占比、利润弹性 | 统一降读为 DATA_GAP_REVIEW 或 PENDING_PRIMARY_SOURCE_REVIEW;不得作为机器人专项收入或订单事实 | 以 0.1 中强字段缺口 / 边界记录为准 | 补年报页码级抽取、交易所公告、官方 IR 或客户侧可复核来源 |"
"FOHLSRC-FOHLBASE-003-0064-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","64","64","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L64","2e120f5a04dbe449ccf7988776a5c27b662e146dc9f15138c7a94b52a93b9cc7","327","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产量、销量、产能、市场份额 | 出货量、产销、产能利用率、市占率、批量供货 | 统一降读为待核验线索;不得推导供给能力、份额或规模地位 | 以 0.1 中产能 / 产销 / 利用率记录为准 | 补官方产销表、年报表格、产品线披露或第三方可复核统计 |"
"FOHLSRC-FOHLBASE-003-0065-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","65","65","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L65","9dc27b888bdc0b0119576645ce4843cc42100dba249073025922a400178ec1dc","318","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户、供应链和供货状态 | 客户名称、供货量、主供 / 独供、份额、复购 | 统一降读为客户 / 供应链待核验线索;不得写成确认供货关系 | 以 0.1 中客户供货状态记录为准 | 补公司公告、客户侧公告、采购 / 中标、官方合作披露或人工快照 |"
"FOHLSRC-FOHLBASE-003-0066-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","66","66","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L66","b35cda1eb510525081ba30764426e81444dc931a6bb47af098ff864a7878fb7c","331","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP、毛利、寿命和交付 | 单价、毛利率、寿命、更换周期、交付周期 | 统一降读为缺口;不得用于单机价值量、盈利弹性或估值敏感性强结论 | 以 0.1 中 ASP / 毛利 / 寿命记录为准 | 补产品报价、分业务毛利、可靠性测试、订单 / 交付周期等官方来源 |"
"FOHLSRC-FOHLBASE-003-0070-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","70","70","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L70","e83ea51691f1c1725cbfeb6a37e4642ea2a0e028b2059c8422cf49e53dfc05c6","37","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.3 正文逐段降读改写记录"
"FOHLSRC-FOHLBASE-003-0072-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","72","72","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L72","467cdb233c9c9006ad09388e26f8af1cad03d1850ed672df39afc2f7bb377d2c","254","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> 本节承接 AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001,并落实 NEXT-ROBOT-027;以下标注已同步插入正文原承接稿对应标题前。正文仍为待审输入,不代表输出通过、对外交付、正式扩池或强字段升级。"
"FOHLSRC-FOHLBASE-003-0072-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","72","72","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L72","467cdb233c9c9006ad09388e26f8af1cad03d1850ed672df39afc2f7bb377d2c","254","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 本节承接 AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001,并落实 NEXT-ROBOT-027;以下标注已同步插入正文原承接稿对应标题前。正文仍为待审输入,不代表输出通过、对外交付、正式扩池或强字段升级。"
"FOHLSRC-FOHLBASE-003-0076-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","76","76","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L76","10a4dd15489091ebef71f5ede8371febace78bd4c93215c46f11d9e5a5b8bc86","280","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司结论与基本判断 | ## 1. 公司结论 | 机器人定位、核心判断、产品 / 方案 | 保留为范围 / 产品层待审线索,不写成审核通过结论、投资排序或对外交付事实。 | 补官方页码级证据、产品页或官方可复核快照。 |"
"FOHLSRC-FOHLBASE-003-0077-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","77","77","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L77","29b20a36f783c9814ecc7298587d5712f3d64a2a49c4426076545ed51e568626","326","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 收入、利润、订单和营收占比 | ## 5. 收入、利润与营收占比 | 收入、订单、机器人业务占比、利润弹性 | 统一降读为待核验事实 / 缺口,不写机器人专项收入、订单或利润事实。 | 补年报页码级抽取、交易所公告、官方 IR 或客户侧可复核来源。 |"
"FOHLSRC-FOHLBASE-003-0078-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","78","78","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L78","6218b34fc0214a16a9e6d91aa769b4b7b7823ccf7f608429a42c05627f7adb83","334","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产量、销量、产能、市场份额 | ## 6. 产量、销量、产能与产能利用率 | 出货量、产销、产能利用率、市占率、批量供货 | 统一降读为待核验线索,不据此推导供给能力、份额或规模地位。 | 补官方产销表、年报表格、产品线披露或第三方可复核统计。 |"
"FOHLSRC-FOHLBASE-003-0079-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","79","79","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L79","9923ffc153cf92c10dde1339f8abb210b43924582d751f8a84d9f65b8ebdc848","319","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户、供应链和供货状态 | ## 7. 客户、供应链与供货状态 | 客户名称、供货量、主供 / 独供、份额、复购 | 统一降读为客户 / 供应链待核验线索,不写成确认供货关系。 | 补公司公告、客户侧公告、采购 / 中标、官方合作披露或人工快照。 |"
"FOHLSRC-FOHLBASE-003-0080-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","80","80","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L80","ac708d1f541deaec398bf233636fab5ea09c8bf9ed54c0bc9dda42fbadd81483","334","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP、毛利、寿命和交付 | ## 8. ASP、寿命、交付与售后 | 单价、毛利率、寿命、更换周期、交付周期 | 统一降读为价值量 / 盈利 / 寿命缺口,不支撑单机价值量或盈利弹性强结论。 | 补产品报价、分业务毛利、可靠性测试、订单 / 交付周期等官方来源。 |"
"FOHLSRC-FOHLBASE-003-0081-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","81","81","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L81","7aef46fd1dd3b08287c8931baf227718e80e9e1a3114d3c457366dc64c7ab343","310","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 成本结构与盈利敏感性 | ## 9. 成本结构与利润弹性 | 成本拆分、毛利率、单机价值量、国产替代弹性 | 统一降读为成本结构待核验线索,不写成盈利弹性或价值量结论。 | 补官方成本、分业务毛利、产品价格或可复核的第三方统计。 |"
"FOHLSRC-FOHLBASE-003-0082-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","82","82","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L82","35cf8a8c149f791a3f0e7e298c962d58d3fd613fd3e06c3f8a7aa99c688da106","287","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 增量方向、确定性和弹性 | ## 10. 增量来自哪里 | 增量来源、确定性、弹性、投资读法 | 仅保留为研究观察方向,不构成投资排序、交易建议或收益承诺。 | 输出通过前改写为观察条件、触发条件、失效条件和风险。 |"
"FOHLSRC-FOHLBASE-003-0083-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","83","83","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L83","9491ab8d9ea3796a45902345b925ac6d73ba4fc7d975f705b31839a5bbebf5bd","64","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.4 primary source 快照 / 页码级证据补强执行记录"
"FOHLSRC-FOHLBASE-003-0085-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","85","85","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L85","09de611b1a660d8132e7e0e9dbe3a88569381d30c01b13d7398028933c197098","407","3","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> 本节承接 AUDIT-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001、AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001 返修意见和 NEXT-ROBOT-028A。本轮仅修复公司页占位符并写入真实页码抽取状态;不重跑已冻结的 18 条快照 manifest、7 条 page extract 表和 63 条中文证据摘要,也不代表输出通过、对外交付、完成状态、正式扩池或强字段升级。"
"FOHLSRC-FOHLBASE-003-0085-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","85","85","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L85","09de611b1a660d8132e7e0e9dbe3a88569381d30c01b13d7398028933c197098","407","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 本节承接 AUDIT-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001、AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001 返修意见和 NEXT-ROBOT-028A。本轮仅修复公司页占位符并写入真实页码抽取状态;不重跑已冻结的 18 条快照 manifest、7 条 page extract 表和 63 条中文证据摘要,也不代表输出通过、对外交付、完成状态、正式扩池或强字段升级。"
"FOHLSRC-FOHLBASE-003-0089-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","89","89","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L89","f2b1b407fb30714cbde61faff193b43e28f97493e4b49ba599a0291f734996ef","142","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 快照执行状态 | 已就本公司官方来源形成 2 条可复核快照 / PDF 复用记录,1 条下载或页码抽取缺口记录。 |"
"FOHLSRC-FOHLBASE-003-0092-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","92","92","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L92","f08f9537b19901f83f683815265fe5a2a475298cbe85536bc7e2ffbda77dc691","366","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中文证据摘要 | 公司官网和官方机器人码垛文章已保存 HTML / 文本快照,可支持机器视觉产品矩阵、3D 相机、TOF 相机、双目相机和机器人视觉集成方案等范围 / 产品层相关性;上交所年报 URL 返回反爬 HTML,页码级年报抽取仍需人工下载回执或替代官方 PDF;强字段保持缺口。 |"
"FOHLSRC-FOHLBASE-003-0093-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","93","93","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L93","79babf365abdd87781088a07a84de9cf4a771ea7335df2df3fa38054ac74f994","290","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 字段级边界 | 9 个字段的中文摘要见 second_batch_core7_evidence_summary_cn_20260704.csv;收入 / 订单、产能 / 产销、客户供货、ASP / 毛利 / 寿命、市场份额、主供 / 独供等强字段未获 reviewer 输出审核通过前继续降读或保留缺口。 |"
"FOHLSRC-FOHLBASE-003-0098-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","98","98","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L98","6b29ea84625da18ba628a59b49e5dedc99841fad7b6714216e6cadb87c76888e","15","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","版本:v0.1"
"FOHLSRC-FOHLBASE-003-0099-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","99","99","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L99","60a5d654e7ad3df40f107d33da1d7fb847cbc3841deee2d65a5ac71da3a83fce","21","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","日期:2026-05-29"
"FOHLSRC-FOHLBASE-003-0101-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","101","101","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L101","b55d4102dde368ff95231d446a86dc1bfe7fa35279f77088928456605a57422a","348","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","资料口径:主要使用本地机器视觉与 3D 视觉专题、机器人核心零部件横向总表,并补充公开年报/券商点评/媒体报道线索。公开资料用于财务和业务更新,但机器人视觉收入、客户供货量、ASP、寿命和产能利用率仍需后续用年报原文、产品手册和客户侧资料复核。"
"FOHLSRC-FOHLBASE-003-0103-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","103","103","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L103","35ff283bf24b73b75146bc5eacb666e251ab6d0d8b20343cb678bfef41d8fb86","436","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> 段落级降读标注(PRW-CORE7-20260704-奥普特-01-CONCLUSION):本段来自既有研究承接稿,只能按 `SCOPE_OR_PRODUCT_ONLY_PENDING_OUTPUT_REVIEW` 读取;涉及机器人定位、核心判断、产品 / 方案时,保留为范围 / 产品层待审线索,不写成审核通过结论、投资排序或对外交付事实。输出通过前必须满足:补官方页码级证据、产品页或官方可复核快照。"
"FOHLSRC-FOHLBASE-003-0103-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","103","103","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L103","35ff283bf24b73b75146bc5eacb666e251ab6d0d8b20343cb678bfef41d8fb86","436","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 段落级降读标注(PRW-CORE7-20260704-奥普特-01-CONCLUSION):本段来自既有研究承接稿,只能按 `SCOPE_OR_PRODUCT_ONLY_PENDING_OUTPUT_REVIEW` 读取;涉及机器人定位、核心判断、产品 / 方案时,保留为范围 / 产品层待审线索,不写成审核通过结论、投资排序或对外交付事实。输出通过前必须满足:补官方页码级证据、产品页或官方可复核快照。"
"FOHLSRC-FOHLBASE-003-0105-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","105","105","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L105","00c3ed02422ee43512a72d9daa9369705c70551c0e064a4450465ea3659a569e","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 1. 公司结论"
"FOHLSRC-FOHLBASE-003-0109-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","109","109","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L109","8dc76cc55f5e8467017240a38f04b50cdca5fdf9b1fd5d9aaf1d22ef0525f2cd","266","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 一句话结论 | 奥普特是国内工业机器视觉核心部件龙头之一,强项在光源、镜头、相机、控制器、3D 传感器、视觉软件和 AI 质检平台;机器人方向是从工业视觉核心部件向“机器人视觉感知”迁移。 |"
"FOHLSRC-FOHLBASE-003-0110-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","110","110","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L110","c0ca9da547be669dc8f5ebe6ff4493d499b9da8ff4a2089e69a8e5de1f18a07f","222","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 当前阶段 | 传统工业视觉核心部件收入和毛利率较清晰,2025 年业绩恢复增长;机器人业务已有收入线索,但规模相对公司整体仍小,客户供货量和单机价值量未拆。 |"
"FOHLSRC-FOHLBASE-003-0111-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","111","111","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L111","7dc7852e98ebdf539b2bfb7d47710719e365a21a45fc658492e114741952bf7d","272","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心看点 | 2025 年收入 12.69 亿元、归母净利润 1.86 亿元;机器视觉核心部件仍是主要收入来源;公司布局 dToF、iToF、双目结构光、激光雷达等机器人视觉部件,并收购东莞泰莱向运动控制/精密传动延伸。 |"
"FOHLSRC-FOHLBASE-003-0112-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","112","112","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L112","fa2a3c0d4b3e69d038d5b976f20e465f4917567ad52170d372be44c3cb1ac41d","218","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产业链话语权 | 在工业视觉核心部件和 AI 质检中具备较强产品矩阵和客户黏性;在人形机器人视觉供应链中仍需证明是否进入头部客户量产、是否形成稳定供货。 |"
"FOHLSRC-FOHLBASE-003-0113-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","113","113","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L113","3ca583114d7b563e98c0726df21aae37df5abe7349ed20ec7faf69d3c9279e60","210","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心风险 | 工业视觉收入不能直接等同机器人视觉收入;机器人视觉路线尚未收敛,2D 摄像头、RGB-D、ToF、双目、LiDAR 和边缘计算的配置会随整机方案变化。 |"
"FOHLSRC-FOHLBASE-003-0115-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","115","115","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L115","ad3f2087b702e9b0b2434495c63a1e30aaaf159ead77e1918e65c14ce3cd2383","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 2. 基本信息"
"FOHLSRC-FOHLBASE-003-0120-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","120","120","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L120","975059b6e6ec12d55002d289a31f8eac7b7ea8c3d54e99442fabe26634e6927c","28","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 证券代码 | 688686.SH |"
"FOHLSRC-FOHLBASE-003-0122-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","122","122","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L122","ab6aa20c20f93d9b17f4377e1bdfc2c325340c40fa2fc46131160b7132b30a83","142","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 主营业务 | 机器视觉核心软硬件产品及解决方案,服务 3C、锂电、汽车、半导体、光伏等高端制造场景。 |"
"FOHLSRC-FOHLBASE-003-0123-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","123","123","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L123","8242863507e997a9adb4a4cc18e0abad02ba0be69241432baf87e2deb9e3e0bd","143","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人相关方向 | 3D 视觉传感器、dToF/iToF 相机、双目结构光、激光雷达、AI 视觉检测、机器人感知方案。 |"
"FOHLSRC-FOHLBASE-003-0126-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","126","126","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L126","39e69dcef80f06300f88ce6dba1b987ed79f959794e5b06d3cbc1fe98d2f75aa","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 3. 所属产业链环节"
"FOHLSRC-FOHLBASE-003-0130-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","130","130","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L130","edc7e2bf03a6bd287a4cbc530d05c3ad10eb410f6b0eb9fa679f40736b9f6748","83","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 一级环节 | 中游核心零部件 / 感知系统 / 机器视觉与 3D 视觉 |"
"FOHLSRC-FOHLBASE-003-0131-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","131","131","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L131","93933253fe4fad7459f07d5dd76b15b1b582807e4b60e87d2634f3829ebd05f8","115","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 细分环节 | 工业视觉核心部件、3D 工业相机、AI 视觉检测平台、机器人视觉感知部件 |"
"FOHLSRC-FOHLBASE-003-0133-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","133","133","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L133","88d0f96a19c356c04f54c52150ef4e05e300d74cd31742d03bc825e7d134b743","194","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 相邻环节边界 | 奥普特不是机器人本体厂,也不是以服务机器人 3D 视觉模组为主的公司;与奥比中光相比,它更偏工业视觉核心部件和工业 AI。 |"
"FOHLSRC-FOHLBASE-003-0134-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","134","134","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L134","c9bd3dbce90b5b54ac7a796c0b47a8a1f68c3849567aa5e1ef71c29e5dafe543","162","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 话语权判断 | 工业视觉核心部件话语权较强;机器人感知话语权取决于 3D 相机/激光雷达产品是否进入稳定客户供应链。 |"
"FOHLSRC-FOHLBASE-003-0136-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","136","136","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L136","ba20cf70d76100f27080316b4f669b8002fc26c708f182ccb8b539f9b660aba8","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 4. 机器人相关产品"
"FOHLSRC-FOHLBASE-003-0140-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","140","140","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L140","926c6a44872da87301d04b5c968364eefaafe2276770c5ef05405bf2b3339e4d","194","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业相机 | 工业机器人视觉、检测、定位 | 面阵/线阵、高速、高分辨率、高稳定性 | 机器视觉核心部件主线 | A/C | 机器人客户供货量、型号、ASP |"
"FOHLSRC-FOHLBASE-003-0143-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","143","143","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L143","e2b398293c01034274ea28018c49f02bfa50bc3e41857dfcc4c995a20d41f7ce","235","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 3D 传感器 / 3D 相机 | 机器人空间感知、定位、避障、抓取 | 线激光、投影结构光、散斑结构光、ToF 等路线 | 既有专题称已发布多类 3D 相机产品 | C | 出货量、客户、机器人收入 |"
"FOHLSRC-FOHLBASE-003-0144-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","144","144","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L144","39588976f02907943ce8b5e495d17d09ff1ffcfa026dc92d7ffe385a41a385af","172","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| dToF / iToF 相机 | 机器人感知层 | 飞行时间深度感知,适合动态场景和距离测量 | 公开资料称已布局 | B/C | 参数、量产阶段、客户 |"
"FOHLSRC-FOHLBASE-003-0145-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","145","145","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L145","0acb85af8bc832ec25e1becad8553693ae33456c0fade6e62bad664c2576aaeb","154","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 双目结构光 | 机器人视觉、深度感知 | 主被动结合、适应复杂场景 | 公开资料称已布局 | B/C | 可靠性和机器人客户 |"
"FOHLSRC-FOHLBASE-003-0146-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","146","146","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L146","101af2c6790d414b8a339ac2f89de2ac9c87b3193eddd8996b9a0b8a536d6294","182","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 激光雷达 | 移动机器人/人形机器人空间感知 | 与视觉融合用于定位、避障和建图 | 公开资料称已布局 | B/C | 是否自研、产品形态、客户 |"
"FOHLSRC-FOHLBASE-003-0147-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","147","147","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L147","e17bcc151052ee5cf88a6a8c81301ac9fdaf2ae2d640d450b4230598cc6823f7","176","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| AI 视觉检测平台 | 工业 AI 质检、缺陷检测 | 深度学习、小样本检测、工业现场适配 | 战略重点之一 | B/C | 订单金额、行业复制能力 |"
"FOHLSRC-FOHLBASE-003-0149-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","149","149","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L149","dcbe3c1b17d594844ec0b344b0d1f21d374e4a5c75a13e5ae567073bacf6570c","427","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 段落级降读标注(PRW-CORE7-20260704-奥普特-02-REVENUE_ORDER):本段来自既有研究承接稿,只能按 `DATA_GAP_REVIEW` 读取;涉及收入、订单、机器人业务占比、利润弹性时,统一降读为待核验事实 / 缺口,不写机器人专项收入、订单或利润事实。输出通过前必须满足:补年报页码级抽取、交易所公告、官方 IR 或客户侧可复核来源。"
"FOHLSRC-FOHLBASE-003-0151-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","151","151","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L151","96ea00535aabee902697e8f166a5fad61aaed8409d591ed5d46fc508e4fe8688","36","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 5. 收入、利润与营收占比"
"FOHLSRC-FOHLBASE-003-0155-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","155","155","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L155","f8dd9d9aed6b8145fff9623eef1f19d59273e0c447c5123c2e7bf6764b56b751","98","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 营业收入 | 12.69 亿元,同比增长 39.24% | 2025 年 | A/C | 年报/券商点评口径 |"
"FOHLSRC-FOHLBASE-003-0156-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","156","156","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L156","78a4cab6d62dd4abf258fb62d1dafae4333085d263e9362ec822fd3c5a6d8c4f","100","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 归母净利润 | 1.86 亿元,同比增长 36.63% | 2025 年 | A/C | 年报/券商点评口径 |"
"FOHLSRC-FOHLBASE-003-0157-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","157","157","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L157","9f55898343b678723fa03b554c698961ba80ce6179b932bf3ad9854ae2c3f0d4","96","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 主营业务收入 | 12.684 亿元,同比增长 39.43% | 2025 年 | A | 年报摘要口径 |"
"FOHLSRC-FOHLBASE-003-0158-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","158","158","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L158","121f6a258350d0fe873fe849058a4a491f11cff6dbd10c75f1da2803ea0eaa68","70","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 主营业务毛利率 | 60.85% | 2025 年 | A | 年报摘要口径 |"
"FOHLSRC-FOHLBASE-003-0159-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","159","159","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L159","c94854e5d8cc70d6ff261eec0cfeae78c7ffbfb89d1a01e270498dc9225af09e","153","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器视觉核心部件收入 | 9.6 亿元,同比增长 21.01% | 2025 年 | C | 媒体报道年报扫描口径,需年报原文分产品表复核 |"
"FOHLSRC-FOHLBASE-003-0160-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","160","160","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L160","992c019a7052566202af00d5bcc6d0f796c53b56e9348faf78514e31af50a0ea","118","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器视觉核心部件收入 | 7.93 亿元,占 87.06%,毛利率 65.08% | 2024 年 | A/C | 既有专题口径 |"
"FOHLSRC-FOHLBASE-003-0161-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","161","161","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L161","cb0de530ea1b693cfd0204bd7ebd5b5538b8950dc2b4e141b85c67624192f8cc","97","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2025H1 收入 / 归母净利润 | 6.83 亿元 / 1.46 亿元 | 2025H1 | C | 券商点评口径 |"
"FOHLSRC-FOHLBASE-003-0162-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","162","162","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L162","88c701af258be7abc91716abac731a56f8faf19ebc72e31bebc2292409c1e0dd","84","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2025H1 毛利率 / 净利率 | 65.47% / 21.75% | 2025H1 | C | 券商点评口径 |"
"FOHLSRC-FOHLBASE-003-0163-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","163","163","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L163","4061dd841bf233ec0a58ee1f162403d91aa4f6fd8e0a3e822c1db096cf77a6bb","93","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2026Q1 收入 | 3.57 亿元,同比增长 33.51% | 2026Q1 | C | 公开财经摘要口径 |"
"FOHLSRC-FOHLBASE-003-0164-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","164","164","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L164","57a34cef98de8eaefa5b6ff19cbc19af368e163342fc125274e45ece2a3502b6","107","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2026Q1 归母净利润 | 6387.67 万元,同比增长约 10.4% | 2026Q1 | C | 公开财经摘要口径 |"
"FOHLSRC-FOHLBASE-003-0165-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","165","165","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L165","2dc1a589c790dafd0bc13bf9cd0c5fa602024375d7bc8bb34d7b79876830cb82","103","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人业务收入 | 超 2300 万元 | 2025 年 | C | 媒体报道口径,需年报原文复核 |"
"FOHLSRC-FOHLBASE-003-0166-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","166","166","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L166","c16bc05887a0f5d25479a697e366cfd5d79391824f61b60fcaaf116e43585a93","108","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人业务毛利率 | 未披露 | - | C | 不能用整体或机器视觉核心部件毛利率外推 |"
"FOHLSRC-FOHLBASE-003-0168-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","168","168","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L168","0714ad19c19b6f47e642618eecbb23738b023d387129c217e6e97ca7476fee4c","439","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 段落级降读标注(PRW-CORE7-20260704-奥普特-03-CAPACITY_VOLUME):本段来自既有研究承接稿,只能按 `PENDING_PRIMARY_SOURCE_REVIEW` 读取;涉及出货量、产销、产能利用率、市占率、批量供货时,统一降读为待核验线索,不据此推导供给能力、份额或规模地位。输出通过前必须满足:补官方产销表、年报表格、产品线披露或第三方可复核统计。"
"FOHLSRC-FOHLBASE-003-0170-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","170","170","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L170","a7f367930f0a44d7fef3b3e9eaf9706f155f20432cb123eb4e979d8c8aa02fc1","48","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 6. 产量、销量、产能与产能利用率"
"FOHLSRC-FOHLBASE-003-0174-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","174","174","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L174","43e1c310c7fedcb83ed15c04aa0c6b1b62739b154003be4534463640ccd9f584","178","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器视觉核心部件产销量 | 年报摘要称生产量、销售量、库存量同比增长 | 机器视觉核心部件 | 2025 年 | A | 具体数量需年报原表回填 |"
"FOHLSRC-FOHLBASE-003-0175-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","175","175","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L175","4c92085b8b6c6561d7acde860a3318a712d02518ccbdd7a1394971a2098f09ce","238","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业 3D 视觉传感器及智能硬件扩产项目 | 拟投资约 4.61 亿元,募集资金拟投入约 4.60 亿元 | 工业 3D 视觉传感器、智能硬件 | 2025/2026 资料口径 | A/B | 建设周期、达产产能、利用率 |"
"FOHLSRC-FOHLBASE-003-0176-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","176","176","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L176","503a714856da3155a9cb2e8628040bb4bcf34033f4c27685ab4423e5e1709e67","161","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| AI 智能视觉解决方案系统研发项目 | 拟投资约 4.46 亿元 | AI 视觉解决方案 | 2025/2026 资料口径 | A/B | 研发成果和订单转化 |"
"FOHLSRC-FOHLBASE-003-0177-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","177","177","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L177","3c8fc45de404acc93f5786ec701defaca3eae887e9c8ebec8067f805bce8e9b4","212","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业级机器人核心零部件及视觉系统研发产业化项目 | 拟投资约 3.51 亿元 | 机器人核心零部件及视觉系统 | 2025/2026 资料口径 | A/B | 产品边界、收入贡献、客户 |"
"FOHLSRC-FOHLBASE-003-0178-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","178","178","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L178","2a51d8fff72efbc9c9e6de743b6bd7c0e8ed225705a28c8f9ef4fd814ea68154","127","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人 3D 相机出货 | 未披露 | dToF/iToF、双目、结构光等 | - | C | 需要年报、产品线和客户资料 |"
"FOHLSRC-FOHLBASE-003-0179-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","179","179","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L179","463ab3b221ea6449a666bfa55e9c3c5e9c06e5f3592582e572d09ab0d8ee67fc","118","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产能利用率 | 未披露 | 3D 视觉/机器人视觉产品 | - | C | 需要项目产能、实际产量和订单 |"
"FOHLSRC-FOHLBASE-003-0181-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","181","181","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L181","56b4d70ea196332d5e430f2e8b12150f638201653e36018f2cf454417a4ecb9f","425","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 段落级降读标注(PRW-CORE7-20260704-奥普特-04-CUSTOMER_SUPPLY):本段来自既有研究承接稿,只能按 `DATA_GAP_REVIEW` 读取;涉及客户名称、供货量、主供 / 独供、份额、复购时,统一降读为客户 / 供应链待核验线索,不写成确认供货关系。输出通过前必须满足:补公司公告、客户侧公告、采购 / 中标、官方合作披露或人工快照。"
"FOHLSRC-FOHLBASE-003-0183-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","183","183","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L183","3a8b29c24f343e7211009f89e271e51f456be25e2669a9275cad63458df3a619","39","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 7. 客户、供应链与供货状态"
"FOHLSRC-FOHLBASE-003-0185-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","185","185","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L185","52d57e81db2897e80bb31cee5847214930dfe270e0511289dcb5315c93f1fe9f","73","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户 / 类型 | 对应产品 | 供货状态 | 证据等级 | 备注 |"
"FOHLSRC-FOHLBASE-003-0187-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","187","187","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L187","54a033370e78fd5cd565d63bfa1750320619d78395fdb6e89be407881506778a","156","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 3C、锂电、汽车、半导体、光伏等高端制造客户 | 工业视觉核心部件、AI 质检 | 主业客户基础 | A/C | 工业视觉基本盘 |"
"FOHLSRC-FOHLBASE-003-0188-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","188","188","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L188","ddfd95d909bc104a9cfcf45285ee99712dca2ed7810ccd1e878d0e13e51ab076","137","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人客户 | 3D 相机、视觉感知部件 | 有业务收入和产品布局线索 | C | 客户名称、供货量未充分披露 |"
"FOHLSRC-FOHLBASE-003-0190-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","190","190","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L190","95c17cdc4bc22b45cd43e6d763aaffba2945a60d3cf54f6ba3a7a55bee3dcc99","138","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 蓝点触控 | 力控传感器 | 公开资料称奥普特参与融资 | D | 更偏生态投资/协同线索,不等于供应链收入 |"
"FOHLSRC-FOHLBASE-003-0191-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","191","191","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L191","dbe6c3fc00f9d35fed2edec0f8fc95aa1f4222948884b0a3d812871b821e7669","171","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 市场地位判断 | 国内工业机器视觉核心部件龙头之一 | A/C/E | 机器视觉核心部件高毛利和高占比支持;机器人端仍待客户侧证据 |"
"FOHLSRC-FOHLBASE-003-0193-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","193","193","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L193","da5639eb96d87b2d88025352a0041ec896cb636c9fbfa89b47b7906450b86d4b","41","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 本体商阵营回填(2026-06-21)"
"FOHLSRC-FOHLBASE-003-0196-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","196","196","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L196","7b10c7620745229af100865f99a7b1e98c812341ada44a5156b89c794797760e","174","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 增量来源:工业机器视觉、3D 视觉和 AI 质检可随机器人装机、手眼协调和视觉检测场景扩展,软件算法和方案能力决定长期粘性。"
"FOHLSRC-FOHLBASE-003-0197-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","197","197","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L197","f2abf1d59d25f33e7ba33a2695c458fdaaf7dc5d788c15dba0541db7d8ef8790","156","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 待验证边界:工业视觉基本盘较硬,但机器人客户、3D 相机出货、视觉 ASP、算法收费和人形本体商供货量仍需拆分。"
"FOHLSRC-FOHLBASE-003-0199-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","199","199","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L199","9c8dd1b53b8b620d9ab82f3ef53c9449da366d766e82f32086db6e568aa88158","446","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 段落级降读标注(PRW-CORE7-20260704-奥普特-05-ASP_MARGIN_LIFE):本段来自既有研究承接稿,只能按 `DATA_GAP_REVIEW` 读取;涉及单价、毛利率、寿命、更换周期、交付周期时,统一降读为价值量 / 盈利 / 寿命缺口,不支撑单机价值量或盈利弹性强结论。输出通过前必须满足:补产品报价、分业务毛利、可靠性测试、订单 / 交付周期等官方来源。"
"FOHLSRC-FOHLBASE-003-0201-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","201","201","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L201","28165afe0771553374ae696b75f35d0b289a3aa1a7a934445b8d7bfa9242e09e","36","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 8. ASP、寿命、交付与售后"
"FOHLSRC-FOHLBASE-003-0205-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","205","205","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L205","a3cd267b818600806ce12f66d996b6781435107cb7c6247ea566eaa44daf1897","145","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人 3D 相机 ASP | 未披露 | dToF/iToF、双目结构光、激光雷达等 | C | 不能用工业相机或海外渠道价直接外推 |"
"FOHLSRC-FOHLBASE-003-0206-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","206","206","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L206","60e534f9d0b114743cc4d6632db37780d70db51e2460d65bed04837fecf077a4","144","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业视觉核心部件 ASP | 未系统披露 | 光源、镜头、相机、控制器 | C | 可后续用年报产销和收入估算数量级 |"
"FOHLSRC-FOHLBASE-003-0207-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","207","207","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L207","098cd801a40ee9b73528094bcad6d66fba58d42fb077ca93d1afd48ae1c08816","116","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产品寿命 | 未披露 | 工业相机、3D 相机、光源 | C | 需产品手册、保修条款和客户运维 |"
"FOHLSRC-FOHLBASE-003-0208-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","208","208","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L208","9a6c9132b67f9833bf87216b2a726babb888c83f97d353e72b9ea3e05f278555","86","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 供货周期 | 未披露 | 机器人视觉产品 | C | 需客户项目交付资料 |"
"FOHLSRC-FOHLBASE-003-0210-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","210","210","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L210","88cf159c3c4d380a3f6755df2c6c023ee84ca765db2379035b43e4ab28bc69b8","424","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 段落级降读标注(PRW-CORE7-20260704-奥普特-06-COST_STRUCTURE):本段来自既有研究承接稿,只能按 `DATA_GAP_REVIEW` 读取;涉及成本拆分、毛利率、单机价值量、国产替代弹性时,统一降读为成本结构待核验线索,不写成盈利弹性或价值量结论。输出通过前必须满足:补官方成本、分业务毛利、产品价格或可复核的第三方统计。"
"FOHLSRC-FOHLBASE-003-0212-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","212","212","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L212","3da28f4f3d7ccfc946a36b2bd90d87f25241941b251a0dbdc7d5cd759bb52d35","33","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 9. 成本结构与利润弹性"
"FOHLSRC-FOHLBASE-003-0216-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","216","216","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L216","af04275bbdb8ebc6c27712197be9a1c85726fbbaf1b7aa1a47385193acc85410","192","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 成本集中环节 | 工业相机和 3D 相机成本集中在图像传感器、处理器/FPGA/边缘算力、镜头、光源、结构件、标定测试、算法软件和售后支持。 | E |"
"FOHLSRC-FOHLBASE-003-0217-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","217","217","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L217","8c6cf7e5ff64cc2b131648747574bea9f9a4100a142f21842a335966ebb577c7","189","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 利润壁垒 | 奥普特机器视觉核心部件毛利率较高,说明光学、控制、软件和客户场景适配具备较强价值;但机器人新业务毛利尚未拆。 | A/C/E |"
"FOHLSRC-FOHLBASE-003-0218-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","218","218","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L218","ed66803e0c2f6d368adaf240bad9965babde03d16a4cf04ae0992f6da11550fe","117","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| AI 质检弹性 | 工业 AI 质检有望提升软件和系统收入占比,减少单纯硬件价格竞争。 | E |"
"FOHLSRC-FOHLBASE-003-0219-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","219","219","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L219","442648a489a583a7227312c7cd1e116d6345159afeb06da35b9c0eb4f484c8a5","172","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人弹性 | 机器人业务 2025 年收入超 2300 万元,若进入头部客户批量,弹性较大;但目前体量仍小,需要看订单和出货。 | C/E |"
"FOHLSRC-FOHLBASE-003-0221-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","221","221","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L221","be25632c47997c9b06e099ecef9b7cfc648c9315f4370481620e570f14e5f949","417","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 段落级降读标注(PRW-CORE7-20260704-奥普特-07-INCREMENT_LOGIC):本段来自既有研究承接稿,只能按 `RESEARCH_OBSERVATION_ONLY` 读取;涉及增量来源、确定性、弹性、投资读法时,仅保留为研究观察方向,不构成投资排序、交易建议或收益承诺。输出通过前必须满足:输出通过前改写为观察条件、触发条件、失效条件和风险。"
"FOHLSRC-FOHLBASE-003-0223-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","223","223","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L223","79f3448f2515c14f82afa5747df430cb67f148cb4d9b758f574bc4d27e06c945","25","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 10. 增量来自哪里"
"FOHLSRC-FOHLBASE-003-0225-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","225","225","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L225","deeaf6deb16f6b79cce3a3c89f63c0beddac9dc6ae55b177fedc3ae7dbf5dde3","100","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 增量来源 | 对应产品 | 对应客户 / 场景 | 兑现节奏 | 关键前提 | 证据等级 |"
"FOHLSRC-FOHLBASE-003-0227-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","227","227","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L227","2100c8c0ce2a8a26565f7f6a3d45f5bbd8350e6fb061e1c56ec717eb2a51765f","154","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 3C 和锂电复苏 | 工业视觉核心部件、AI 质检 | 消费电子、锂电设备 | 短中期 | 下游资本开支恢复、AI 质检渗透 | A/C |"
"FOHLSRC-FOHLBASE-003-0228-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","228","228","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L228","6574265ba622204dd4b2acc15c30d992d3e8f06c7cc20fb5a23981d7aae11070","156","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业 AI 质检 | AI 视觉软件、视觉解决方案 | 3C、半导体、汽车、锂电 | 中期 | 算法复用、行业模型和项目复制 | B/C/E |"
"FOHLSRC-FOHLBASE-003-0229-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","229","229","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L229","2dea1d3e802e6fa9de6c4d75b5cd1d95f3abe127caaa38494891141242937016","160","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 3D 工业相机渗透 | 3D 传感器、结构光、ToF、线激光 | 工业检测、定位、抓取 | 中期 | 标准化、成本下降、客户验证 | C/E |"
"FOHLSRC-FOHLBASE-003-0230-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","230","230","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L230","f5abc0c800a9c9a20dffe757cdf6d7a62a87fff230749c4caf9499d8dd400b52","201","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人视觉感知 | dToF/iToF、双目结构光、激光雷达、视觉融合 | 人形机器人、移动机器人、服务机器人 | 中长期 | 进入头部客户,形成批量供货 | B/C/E |"
"FOHLSRC-FOHLBASE-003-0231-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","231","231","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L231","da8d772d647932da85120cd7fb9a2b7dbfe79d1aa40a616fae0f2cf8bf55d158","170","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 运动控制/精密传动协同 | 东莞泰莱、机器人核心零部件 | 工业自动化和机器人 | 中长期 | 与视觉方案形成一体化客户价值 | C/E |"
"FOHLSRC-FOHLBASE-003-0233-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","233","233","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L233","43054907802d078de3cfaf89e4654c8a57b3e13cf5a7671eac0b26d9e5774c7f","37","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 11. 团队、治理与组织能力"
"FOHLSRC-FOHLBASE-003-0237-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","237","237","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L237","e9706752298c786e50710aff8f9dc5d474eda8edd5ccebb2d4aeb40410f68aab","353","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心团队 | 本轮资料覆盖公司工业视觉产品矩阵、财务和募投线索,但尚未系统拆到董事长、总经理、CTO、3D 视觉负责人、AI 视觉负责人、机器人业务负责人和大客户销售负责人履历。 | A / C / E | 补 2025 年报原文、招股书/公告、官网团队、IR 和核心技术人员资料。 |"
"FOHLSRC-FOHLBASE-003-0238-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","238","238","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L238","c7e14227dbc0ad32acede97ab779fd45b3634096d1453d06bfc0f53ffb5d4f6e","346","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 相关经验和年限 | 公司长期深耕工业机器视觉核心部件,覆盖光源、镜头、相机、控制器、视觉软件和 AI 质检,具备工业现场 Know-how;机器人视觉是工业视觉能力向移动/具身场景迁移。 | A / C / E | 补 3D 视觉、ToF、双目、激光雷达团队的项目经验和从业年限。 |"
"FOHLSRC-FOHLBASE-003-0239-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","239","239","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L239","1d117959063e1384657845384694f7f67c290c1a68c6d2261f4f2e35b824fa88","270","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 重要人物 | 未拆到可单独影响机器人视觉业务判断的重要人物;当前不能仅凭工业视觉龙头地位推定机器人视觉团队能力。 | C / E | 补核心科学家、3D 视觉负责人、算法负责人和机器人客户销售负责人。 |"
"FOHLSRC-FOHLBASE-003-0240-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","240","240","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L240","36cceb6e1da9dba81ed0b00f1af0a6dd10999f12cabcf16d8490a86a5de91fa1","276","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 团队稳定性 | 现有资料未提示重大团队波动;收购东莞泰莱和布局机器人核心零部件说明公司有外延和跨环节整合意愿,但整合效果尚需订单验证。 | C / E | 补并购后团队整合、股权激励和核心人员稳定性。 |"
"FOHLSRC-FOHLBASE-003-0241-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","241","241","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L241","ff3e719a1fac2259e558f3058656df80959aa6936d567dbc4eb22eba3ee74db6","306","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 分拆上市 / 母公司关系 | 不涉及机器人子公司分拆上市;机器人方向主要由上市公司视觉业务、3D 视觉项目、AI 视觉项目和工业级机器人核心零部件及视觉系统研发产业化项目承载。 | A / C | 补各项目实施主体、产能和产品边界。 |"
"FOHLSRC-FOHLBASE-003-0242-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","242","242","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L242","0fc682caab667c4c733c28faa1b688d3922922d392833736f87ae61f87b2ed4a","319","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 研发投入 | 公司推进工业 3D 视觉传感器、AI 智能视觉解决方案和机器人核心零部件及视觉系统等项目,但本档尚未回填完整研发费用、研发人员和机器人专项研发投入。 | A / C | 补研发费用、研发人员、3D/AI/机器人专项项目和资本化比例。 |"
"FOHLSRC-FOHLBASE-003-0243-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","243","243","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L243","82e64e44d97a00d53738d63fd364acb3bb5dc1a9f61fb146502d1cd7a8d0f5bb","320","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 组织能力 | 工业视觉核心部件高毛利和主业客户基础说明工程化能力较强;机器人端 2025 年收入超 2300 万元为线索,但客户、供货量和毛利未拆,不能写成头部机器人主供。 | A / C / E | 补机器人业务收入构成、客户阶段、3D 相机出货和 ASP。 |"
"FOHLSRC-FOHLBASE-003-0244-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","244","244","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L244","04c1a38b2578becc4740023c976d18e35416db6f61cca0a9fc4a7e3953b5fa30","299","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 经营与披露风格 | 偏稳健但机器人字段不够透明。公司主业财务较清晰,机器人业务仍停留在收入线索和项目布局,后续需要用年报原文和 IR 拆到产品、客户、订单。 | A / C / E | 补机器人业务收入、订单、客户和产品毛利。 |"
"FOHLSRC-FOHLBASE-003-0245-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","245","245","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L245","9678dd795ea87a5d5f3381416b08a57467c0d36807f7eaac0cadca9b01479f87","269","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 历史兑现能力 | 工业视觉核心部件已形成收入和利润;机器人视觉还处于从工业场景向具身/移动机器人迁移阶段,兑现能力待客户侧验证。 | A / C / E | 补头部机器人客户、复购、供货量和项目持续性。 |"
"FOHLSRC-FOHLBASE-003-0246-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","246","246","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L246","885540d91373675b31ef013eb2ea3b886d600ea42e78d19868ac17991832139d","328","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心判断 | 团队治理是主业加分、机器人观察:奥普特的工业视觉能力扎实,但机器人视觉的关键是 3D 传感器/激光雷达/AI 视觉方案能否进入本体厂和移动机器人稳定供应链。 | A / C / E | 优先补年报原文、产品手册、客户侧资料和募投项目明细。 |"
"FOHLSRC-FOHLBASE-003-0248-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","248","248","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L248","ef3aa13da497d47cab2889a7bb58cee5a868892fa237501fab2c8c68f382f11d","34","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 12. 证据等级与资料来源"
"FOHLSRC-FOHLBASE-003-0252-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","252","252","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L252","c2d0af8235dc6befa8def963ef7d66d010aec79daa3ac0b5ae121f17a79b2b92","243","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器视觉与 3D 视觉深度梳理 | `E:/industry/doc/research/归档/旧版梳理结果_20260528前/机器视觉与3D视觉深度梳理结果.md` | E | 公司定位、2024 机器视觉核心部件收入和毛利、机器人相关进展 |"
"FOHLSRC-FOHLBASE-003-0253-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","253","253","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L253","669f13feae329df7abaefac4d6cd4b107745c6b0d5c76903672c208d0237a5a1","257","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器视觉与 3D 视觉产业链/市场专题 | `E:/industry/doc/research/机器视觉与3D视觉产业链深度梳理结果.md`、`E:/industry/doc/research/机器视觉与3D视觉市场深度梳理结果.md` | E | 环节边界、市场分层、缺口 |"
"FOHLSRC-FOHLBASE-003-0255-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","255","255","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L255","d5a333310b324f97391da0e8342054e0d8e589c453ca940dc0bb20577b4fdaf9","217","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 奥普特 2025 年年度报告摘要/公告页 | `https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12060637&stockid=688686` | A | 2025 主营收入、毛利率、产销增长和业务表述 |"
"FOHLSRC-FOHLBASE-003-0256-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","256","256","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L256","bab827d63e21a0a89f732823de50cacd75c24e2b905bd13ee004ad9c71de046f","181","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 每经网年报扫描 | `https://www.nbd.com.cn/articles/2026-04-07/4327036.html` | D | 2025 收入、归母净利、机器人业务收入、机器视觉核心部件收入线索 |"
"FOHLSRC-FOHLBASE-003-0257-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","257","257","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L257","baf120528e39d701545070dbb6501454702c73a63a0c9904ea7dd1ab81ce7167","221","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 国元证券 2025 年年报及 2026 年一季报点评 | `https://stock.finance.sina.com.cn/stock/go.php/vReport_Show/kind/lastest/rptid/831475860272/index.phtml` | C | 2025/2026Q1 毛利率、费用率和战略判断 |"
"FOHLSRC-FOHLBASE-003-0258-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","258","258","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L258","3b3d9550825e473cf1817ab309555fc87b7b94256701f21fa6babc9428948558","178","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 奥普特公告/再融资资料 | `https://www.optmv.com/Upload/File/202604/cce543601edf4a28aa1aabedd35e5c45.pdf` | A/B | 2025 年 1-9 月分产品毛利和募投项目线索 |"
"FOHLSRC-FOHLBASE-003-0260-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","260","260","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L260","7a56d9f16ee1ff588205ba426c54ea732aec0ea1eea8b4a81742a59636e92981","22","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 13. 待验证问题"
"FOHLSRC-FOHLBASE-003-0264-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","264","264","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L264","c27c393d54afc7c9648099b9698fc9e7ee6e13d602bb338a736611897dd4c36f","133","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| P0 | 机器人业务收入超 2300 万元的具体产品、客户和毛利是多少? | 2025 年报原文、IR、客户侧资料 |"
"FOHLSRC-FOHLBASE-003-0265-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","265","265","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L265","ecddebfe53e94c8f9e4bd511c0ee216e33cbfddb252c933a7774dbf8116154a1","161","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| P0 | dToF、iToF、双目结构光、激光雷达四大方向分别处于样品、送样、小批还是批量? | 产品手册、调研纪要、客户公告 |"
"FOHLSRC-FOHLBASE-003-0266-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","266","266","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L266","3f138e4b3968a8f5dca40e4f854ba52fdd38bcf0175f3728f5bfa273fa7a709c","144","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| P0 | 工业级机器人核心零部件及视觉系统研发产业化项目具体产品和产能是什么? | 募投说明书、项目公告 |"
"FOHLSRC-FOHLBASE-003-0267-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","267","267","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L267","aa2576cd62f7cb086dcebc231fd820788050dbd252478b1de2de50668ed7d437","129","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| P1 | 3D 相机出货量、ASP、寿命和供货周期是多少? | 产品目录、渠道报价、采购公告、客户资料 |"
"FOHLSRC-FOHLBASE-003-0268-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","268","268","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L268","2fcfa58c70a55bf4cdc00c7b8161cd9769bc9b9ae59cafa33a3cc1bab0bf7f79","159","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| P1 | 奥普特是否进入人形机器人头部客户供应链?如果进入,是视觉部件、传感器还是系统方案? | 客户侧供应链资料 |"
"FOHLSRC-FOHLBASE-003-0269-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","269","269","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L269","7c733785ca4e35023025194073605c9a91a9960c92d5353b4b5229364bc524fd","123","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| P1 | AI 质检平台是否形成可复制软件收入,而不是项目制交付? | 分业务收入、订单和合同 |"
"FOHLSRC-FOHLBASE-004-0004-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","4","4","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L4","921b94ff7ba01c586b8e700aa531b6a0e4f067670bacf580729b9351f42f9d99","35","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> case_id: ANA-ROBOT-INDUSTRY-001"
"FOHLSRC-FOHLBASE-004-0005-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-004-0005-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-004-0006-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","6","6","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L6","51ddefb06b154109ad40b8a957ea1dc8d5f6ce2e5ab03823e2d66f370c5111b7","43","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> batch_id: BATCH-ANA-ROBOT-MIGRATION-001"
"FOHLSRC-FOHLBASE-004-0007-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-004-0007-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-004-0010-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","10","10","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L10","6b70fdf4319b34a38405a95b6e109c6b55a71a355b6c2d255ed66038aa349b03","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> frozen_date: 2026-07-03"
"FOHLSRC-FOHLBASE-004-0012-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","12","12","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L12","229e5b6f2d71cd5b4705f7f20be8540ea151a520c9cbe1234c970c6502cc9304","24","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0. 冻结复核结论"
"FOHLSRC-FOHLBASE-004-0015-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","15","15","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L15","cd79cd837d92015495dff874aaa02b5e4a015d3140260011f8331796c19e169b","173","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 当前冻结含义是“稳定文件名、稳定入口、稳定来源映射和正式返修基线”,不是审核通过、不是对外交付版,也不是投资建议。"
"FOHLSRC-FOHLBASE-004-0016-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L16","705d939da58d5af5359f66afd4e6cebb0b52c40db48eb9a6372be783a579ff7d","334","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 证据状态统一按 FIRST_BATCH9_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-004-0016-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L16","705d939da58d5af5359f66afd4e6cebb0b52c40db48eb9a6372be783a579ff7d","334","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 证据状态统一按 FIRST_BATCH9_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-004-0017-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","17","17","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L17","2a000f35ef26bbeef8651ace9f93eca2377eec165c6874cfe416cb360568c998","163","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 复核备注:已按 P0 公司首批迁入;正式公司结论前需核验机器人收入/占比、客户供货阶段、ASP、寿命、产能和证据等级。"
"FOHLSRC-FOHLBASE-004-0019-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L19","4ee1975275ad4bdf0de8da13d2ca9527eed0ce1913f23921f155a9b87783fb26","57","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-029)"
"FOHLSRC-FOHLBASE-004-0019-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L19","4ee1975275ad4bdf0de8da13d2ca9527eed0ce1913f23921f155a9b87783fb26","57","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-029)"
"FOHLSRC-FOHLBASE-004-0021-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L21","5c82b1c961d876f19fbb2f5376e1eb308eca03026613589bc8af6145f2ce3099","196","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 本节为首批 9 公司输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、正式公司池确认、对外交付或完成状态。"
"FOHLSRC-FOHLBASE-004-0021-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L21","5c82b1c961d876f19fbb2f5376e1eb308eca03026613589bc8af6145f2ce3099","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 本节为首批 9 公司输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、正式公司池确认、对外交付或完成状态。"
"FOHLSRC-FOHLBASE-004-0022-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","22","22","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L22","9b9c649ecdbe80d8d26cf74a7391349e7fcd8a3b8bb8af6425f150ce1e85fd92","155","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 首批 9 范围:雷赛智能、步科股份、绿的谐波、柯力传感、奥比中光、兆威机电、拓普集团、三花智控、汇川技术。"
"FOHLSRC-FOHLBASE-004-0023-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","23","23","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L23","daecb9b9cb40b9e6befd7ce5c4a99bb20689a0df3f42f0583702740aaadd5dde","224","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 强字段统一降读:收入 / 订单、产能 / 产销、客户供货、ASP / 毛利 / 寿命、市场份额、主供 / 独供等,只能保留为待核验事实或缺口,不得由既有研究迁移稿直接升级。"
"FOHLSRC-FOHLBASE-004-0027-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","27","27","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L27","c7dbdf4972ce61c83210ffab224a1a666b1ae61c806cda73fdd7a238800adb0d","232","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 机器人相关定位 | 范围 / 产品层待审线索 | 仅保留为既有研究承接线索,正式结论前需回到公告、年报、官网或客户侧资料核验。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-004-0027-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","27","27","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L27","c7dbdf4972ce61c83210ffab224a1a666b1ae61c806cda73fdd7a238800adb0d","232","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人相关定位 | 范围 / 产品层待审线索 | 仅保留为既有研究承接线索,正式结论前需回到公告、年报、官网或客户侧资料核验。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-004-0028-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","28","28","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L28","7098b56319a52008b96fc885a044c191cd5c50d6259cd82224b76911ceaa8403","190","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产业链环节 | 范围 / 产品层待审线索 | 作为待审归类输入,不等同正式产业链覆盖或公司池确认。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-004-0029-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","29","29","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L29","2ebdb82657f9f9c7c26344d3a888aa0ffe57ea21000d3158242ca9ed12cd4f2a","206","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 核心判断 / P0 归因 | 范围 / 产品层待审线索 | 降读为分析员侧承接判断,需 reviewer 审核后才能进入正式输出。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-004-0029-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","29","29","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L29","2ebdb82657f9f9c7c26344d3a888aa0ffe57ea21000d3158242ca9ed12cd4f2a","206","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心判断 / P0 归因 | 范围 / 产品层待审线索 | 降读为分析员侧承接判断,需 reviewer 审核后才能进入正式输出。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-004-0030-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","30","30","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L30","6de59b41c4cb59ae12445788ea64b216f7489e90cce2925ec90b2a55e90dd2df","208","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 机器人产品 / 方案 | 范围 / 产品层待审线索 | 产品描述可保留为待审线索,参数、客户和商业化阶段不得外推。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-004-0030-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","30","30","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L30","6de59b41c4cb59ae12445788ea64b216f7489e90cce2925ec90b2a55e90dd2df","208","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人产品 / 方案 | 范围 / 产品层待审线索 | 产品描述可保留为待审线索,参数、客户和商业化阶段不得外推。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-004-0031-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","31","31","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L31","122a8e5da5f7ea9be46f3d03aaf8c1cdd5b1b3c5153db062c1098df945d2ce1c","221","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 机器人收入 / 订单 | 待核验 / 缺口保留 | 未完成本轮 primary source 逐项核验,收入、订单、占比和金额保持缺口或待核验。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-004-0031-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","31","31","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L31","122a8e5da5f7ea9be46f3d03aaf8c1cdd5b1b3c5153db062c1098df945d2ce1c","221","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人收入 / 订单 | 待核验 / 缺口保留 | 未完成本轮 primary source 逐项核验,收入、订单、占比和金额保持缺口或待核验。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-004-0032-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","32","32","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L32","8861d5b9eb67cbaae20b5f3d7491a39b9eecc295952c0bd2b812033269841238","208","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 出货 / 产能 / 产销 / 利用率 | 待核验 / 缺口保留 | 不得把既有研究中的产能、出货或产销表述升级为正式事实。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-004-0032-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","32","32","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L32","8861d5b9eb67cbaae20b5f3d7491a39b9eecc295952c0bd2b812033269841238","208","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 出货 / 产能 / 产销 / 利用率 | 待核验 / 缺口保留 | 不得把既有研究中的产能、出货或产销表述升级为正式事实。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-004-0033-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L33","05d83b877596e2a79dae38caa55c4f645806799e389e101d4b6101adf3eda3ec","226","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 客户供货 / 主供 / 独供 / 份额 | 待核验 / 缺口保留 | 客户、主供、独供、份额和供应体系关系均需客户侧或公司侧官方证据。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-004-0033-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L33","05d83b877596e2a79dae38caa55c4f645806799e389e101d4b6101adf3eda3ec","226","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户供货 / 主供 / 独供 / 份额 | 待核验 / 缺口保留 | 客户、主供、独供、份额和供应体系关系均需客户侧或公司侧官方证据。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-004-0034-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L34","9b0687ac1aca90e8c7c9de6faaee97ad8b61ee39f8168b89bf055c6d316b346a","211","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| ASP / 毛利 / 寿命 / 售后 | 待核验 / 缺口保留 | 无官方可复核证据前保留为缺口,不用于输出通过或估值弹性判断。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-004-0034-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L34","9b0687ac1aca90e8c7c9de6faaee97ad8b61ee39f8168b89bf055c6d316b346a","211","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP / 毛利 / 寿命 / 售后 | 待核验 / 缺口保留 | 无官方可复核证据前保留为缺口,不用于输出通过或估值弹性判断。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-004-0035-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L35","b396fa2a00b43a538dbab32ff5806764246769be422ae8a3e507000ca9c140f3","214","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 市场份额 / 增量弹性 | 待核验 / 缺口保留 | 仅作为待验证分析路径,不能写成确定份额、确定放量或正式投资结论。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-004-0035-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L35","b396fa2a00b43a538dbab32ff5806764246769be422ae8a3e507000ca9c140f3","214","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 市场份额 / 增量弹性 | 待核验 / 缺口保留 | 仅作为待验证分析路径,不能写成确定份额、确定放量或正式投资结论。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-004-0037-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","37","37","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L37","bc1738bccad1175fa3b1f9b1504be982d80c53c5368f9bc51f4f0840462bf73c","128","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/first_batch9_field_downgrade_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-004-0039-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L39","5ebba625f14ec07652e3b464d1f417cd68301aa47e56b0eecdd7934ee227148f","63","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-029)"
"FOHLSRC-FOHLBASE-004-0039-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L39","5ebba625f14ec07652e3b464d1f417cd68301aa47e56b0eecdd7934ee227148f","63","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-029)"
"FOHLSRC-FOHLBASE-004-0043-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","43","43","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L43","75ae711804d5fec2d703e55418688fffa4ca013e54bbac275ecf6088d99b92cd","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 公司结论 / 一句话结论 | 将 P0、核心看点、商业化判断降读为承接线索,不写成审核通过结论。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-004-0043-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","43","43","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L43","75ae711804d5fec2d703e55418688fffa4ca013e54bbac275ecf6088d99b92cd","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司结论 / 一句话结论 | 将 P0、核心看点、商业化判断降读为承接线索,不写成审核通过结论。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-004-0044-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","44","44","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L44","b3fba4991aa4812d81f841c4ee2fa179b313f156f4a2aa56eb16d9f1814520fa","178","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 机器人产品和产业链位置 | 保留产品层描述,但标注仍待 primary source 或 reviewer 复核。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-004-0045-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","45","45","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L45","00ffa9594ad81188cfcbf410fab63a6b9195ecff3e59da6db42dade3e83d5054","200","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 收入、订单、营收占比 | 收入、订单、占比、利润弹性全部保留待核验或缺口,不作为正式输出事实。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-004-0045-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","45","45","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L45","00ffa9594ad81188cfcbf410fab63a6b9195ecff3e59da6db42dade3e83d5054","200","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 收入、订单、营收占比 | 收入、订单、占比、利润弹性全部保留待核验或缺口,不作为正式输出事实。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-004-0046-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L46","4d0c46a499d0aca9aae109bb219c6be4b0fcc299b2c6e3609d0186fed0f48167","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 出货、产能、产销和利用率 | 出货、产能、良率、利用率和交付节奏不因既有研究迁移而升级。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-004-0046-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L46","4d0c46a499d0aca9aae109bb219c6be4b0fcc299b2c6e3609d0186fed0f48167","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 出货、产能、产销和利用率 | 出货、产能、良率、利用率和交付节奏不因既有研究迁移而升级。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-004-0047-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","47","47","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L47","14098c82cd1086bb2307eb090170642db900e2b0c1c9d8ffdbf6957e3bc6f7cd","194","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 客户、供货、主供和份额 | 客户关系、主供、独供、进入供应体系和份额均需官方或客户侧补证。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-004-0047-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","47","47","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L47","14098c82cd1086bb2307eb090170642db900e2b0c1c9d8ffdbf6957e3bc6f7cd","194","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户、供货、主供和份额 | 客户关系、主供、独供、进入供应体系和份额均需官方或客户侧补证。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-004-0048-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L48","99096aa70d8c49b886242e87fc1606d204330c56eb918ff9309f9d1c08e71a3d","176","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| ASP、毛利、寿命和售后 | ASP、毛利率、寿命、售后和返修口径均保持缺口或待核验。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-004-0048-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L48","99096aa70d8c49b886242e87fc1606d204330c56eb918ff9309f9d1c08e71a3d","176","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP、毛利、寿命和售后 | ASP、毛利率、寿命、售后和返修口径均保持缺口或待核验。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-004-0049-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L49","528d5c586c9eed308c4de1e93e9ed2bc7da5d478a6e74493ec1b06bd3311fc67","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-004-0049-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L49","528d5c586c9eed308c4de1e93e9ed2bc7da5d478a6e74493ec1b06bd3311fc67","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-004-0051-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","51","51","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L51","537d0cea809563addda51938b11861205d71411ec3308a3edf1a380560022d47","141","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/first_batch9_body_strong_field_annotation_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-004-0056-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","56","56","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L56","2be23f8df0b6e23408ce0aeb8f7252475eb4c11b4eecbafe3cebc939bf9cada2","15","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","版本:v0.2"
"FOHLSRC-FOHLBASE-004-0057-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","57","57","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L57","60a5d654e7ad3df40f107d33da1d7fb847cbc3841deee2d65a5ac71da3a83fce","21","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","日期:2026-05-29"
"FOHLSRC-FOHLBASE-004-0059-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","59","59","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L59","6112eaa367927efc2bdf4f4a9e412c90907c261cb0c6fd6e7226da3223b40501","454","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","资料口径:主要使用步科股份 2025 年年度报告、2026 年第一季度报告、2026 年第一季度投资者关系活动记录、官网产品页、公司介绍页及本地研报摘录。公告镜像和交易所 PDF 镜像作为 A 级证据;官网产品页作为 B 级证据;研报和第三方蓝皮书转述作为 C 级证据。涉及客户、订单、ASP 和机器人毛利时,除公告或客户侧证据外均不作确定性表述。"
"FOHLSRC-FOHLBASE-004-0061-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","61","61","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L61","45cb8a67febf7f7bb8a6f9b15e716b1ad24eeca904f37a512334c96be58a5d20","306","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-步科股份-01-CONCLUSION):P0、核心看点、商业化阶段和一句话结论均需降读为待审判断。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-004-0063-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","63","63","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L63","00c3ed02422ee43512a72d9daa9369705c70551c0e064a4450465ea3659a569e","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 1. 公司结论"
"FOHLSRC-FOHLBASE-004-0067-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","67","67","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L67","9368c6e38812fe973d9eeae09fda25d3ea97c45dbd437874db1854897bab37ff","345","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 一句话结论 | 步科股份是机器人产业链中“低压伺服 + 伺服轮 + 无框力矩电机 + 运动控制”的 P0 兑现型公司,机器人行业收入占比已过半,其中移动机器人低压伺服/伺服轮是确定性最强的基本盘,人形机器人弹性主要看无框力矩电机和关节平台的客户放量。 |"
"FOHLSRC-FOHLBASE-004-0068-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","68","68","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L68","8d12e9579fb4e6a5f1eb988b65ee94f005e86a0af978f6465d8af991d455fbd3","269","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 当前阶段 | 移动机器人低压伺服、伺服轮和机器人行业收入已批量兑现;协作机器人和工业机械臂客户已有突破;人形机器人从小批量订单迈向批量订单,但客户名称、订单金额、ASP 和毛利仍待验证。 |"
"FOHLSRC-FOHLBASE-004-0069-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","69","69","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L69","36be61a7d34a579f1f5c56961e414908bb0a732025043342759a7fa8ea474912","274","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心看点 | 2025 年收入 7.24 亿元、归母净利润 0.72 亿元;机器人行业收入 3.71 亿元,同比增长 74.57%;2026Q1 机器人行业收入 1.02 亿元,同比增长 64.64%;2025 年无框力矩电机销量约 8.3 万台,2026Q1 约 3.5 万台。 |"
"FOHLSRC-FOHLBASE-004-0070-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","70","70","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L70","e955e04af729fcc2233d4f045161752dd4fb56f51d9eeafa4cc92c08fccb305c","292","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心风险 | 机器人产品毛利率和人形机器人订单金额未披露;人形客户和供应链地位缺客户侧验证;无框力矩电机可能面临本体厂自研、价格下降和同业竞争;驱动系统库存大幅增长,需要跟踪后续消化和产能利用率。 |"
"FOHLSRC-FOHLBASE-004-0073-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","73","73","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L73","05938d44ad30dbc19146a9282de4dcfcf4090e4d63880ed3a12456f482163556","38","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 二次复核定位(2026-06-03)"
"FOHLSRC-FOHLBASE-004-0077-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","77","77","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L77","0a8301667e0ceee4eba7031742d6f63ce76be0e0c38e30829bb3676fee18417a","55","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| P0 类型 | 已有较强机器人业务硬数据。 |"
"FOHLSRC-FOHLBASE-004-0078-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","78","78","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L78","f57412af9f371637b0b2b780324851450e2246869707f0c951761efad068a35c","149","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 确定性 | 机器人行业收入占比过半,无框力矩电机销量、低压伺服/伺服轮和一季报机器人收入均有较强披露。 |"
"FOHLSRC-FOHLBASE-004-0079-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","79","79","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L79","9272068f134d67fef3c72ddd798c76c2fa2644209f1c5198e93d1e958fe0b0f8","145","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 弹性来源 | 移动机器人低压伺服基本盘、人形无框力矩电机、关节平台、伺服轮重载化和海外机器人客户。 |"
"FOHLSRC-FOHLBASE-004-0080-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","80","80","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L80","debc9703d40bd01c4ff89c775239dd8531adaafef9ebfd2eb036f06bcb1efeaa","154","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 话语权判断 | 移动机器人环节话语权较强,人形环节处在快速导入期;客户名称、份额和订单金额决定后续上限。 |"
"FOHLSRC-FOHLBASE-004-0081-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","81","81","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L81","ccd5eea383dd99710b75cfb5f6110ecf8e49611c4f3ed157db7c519518a5c06a","139","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 不能外推 | 不能把机器人行业收入全部写成人形收入;不能用驱动系统毛利率替代机器人产品毛利率。 |"
"FOHLSRC-FOHLBASE-004-0082-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","82","82","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L82","542762235ece438716fa9ba107fcc8b1e010169b9a9ee8a83597ebffabb61e58","153","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 下一步最该补 | 人形客户、无框电机 ASP、机器人产品毛利、低压伺服/伺服轮客户结构、库存消化和产能利用率。 |"
"FOHLSRC-FOHLBASE-004-0084-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","84","84","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L84","ad3f2087b702e9b0b2434495c63a1e30aaaf159ead77e1918e65c14ce3cd2383","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 2. 基本信息"
"FOHLSRC-FOHLBASE-004-0089-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","89","89","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L89","9ebdbbb8fe6a01e0740638799c5e88b861123c6ef62420f778d160d9eca794ac","28","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 证券代码 | 688160.SH |"
"FOHLSRC-FOHLBASE-004-0091-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","91","91","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L91","bdfb416408a2efe25b8228f6ca0074cd538273892d75d912b83927dba1d0a402","175","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 主营业务 | 运动控制和人机交互核心部件的研发、生产、销售及技术服务,为客户提供自动化控制、机器人动力产品及解决方案。 |"
"FOHLSRC-FOHLBASE-004-0093-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","93","93","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L93","b754f9c2fc9f761671d17acb01b46d9f74f6ceb688be4f5f23e7af2339d1d3ce","61","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 资料覆盖日期 | 截至 2026-05-28 本地化资料。 |"
"FOHLSRC-FOHLBASE-004-0095-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","95","95","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L95","39e69dcef80f06300f88ce6dba1b987ed79f959794e5b06d3cbc1fe98d2f75aa","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 3. 所属产业链环节"
"FOHLSRC-FOHLBASE-004-0102-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","102","102","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L102","56b6a1f264b4725e945f5f4ef6378f11ceff7ee2ccc9f3e6ac3ff388ddfc4795","278","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 相邻环节边界 | 步科不是机器人本体厂,也不是单纯电机厂;优势在“驱动 + 电机 + 减速机 + 编码器 + 轮/模组”的集成化运动控制部件。无框力矩电机可进入人形关节,但公司未披露整套人形关节模组收入。 |"
"FOHLSRC-FOHLBASE-004-0103-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","103","103","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L103","fb47c77a5c1ab17dc44686a654651acc385087c2350dcb235bf25aca5a1e3d11","224","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产业链话语权 | 移动机器人低压伺服/伺服轮为中高话语权;协作机器人和工业机械臂处于客户突破阶段;人形机器人话语权仍需由量产订单、客户份额和供货量验证。 |"
"FOHLSRC-FOHLBASE-004-0105-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","105","105","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L105","96d65343a2a7d534ef11828e87458f5116d72858e3fb7b474f81de4f315c92f1","325","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-步科股份-02-PRODUCT):产品和产业链位置仅保留范围 / 产品层待审线索,不能外推客户、收入或份额。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-004-0107-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","107","107","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L107","ba20cf70d76100f27080316b4f669b8002fc26c708f182ccb8b539f9b660aba8","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 4. 机器人相关产品"
"FOHLSRC-FOHLBASE-004-0111-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","111","111","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L111","b7214a412181a8f1ad01755090b54a99417c416c85a2aecbbec2f4d23ebff6b8","411","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| FD1X5 / FD1X5S 低压伺服驱动器及 SMK 低压伺服电机 | AGV/AMR、协作机器人、特种机器人、服务机器人、无人叉车 | 低压伺服系统 | 2025 年报披露 FD1X5 全系列通过 UL 与 CE 认证;公司直流伺服 2023/2024 年市占率分别为 11.8%/14.5%;2025 年伺服系统销量 627,498 台。 | 批量 | A | 机器人专用销量、低压伺服 ASP、分客户供货量 |"
"FOHLSRC-FOHLBASE-004-0112-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","112","112","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L112","e15666ea40157ab7f9b5177d0d0d3ac04231720165ebbca23264f31b5f944ac4","495","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| i-Kinco / iWMC 伺服轮、iGMK 回转/顶升动力模组、iSWV 全向行走轮 | 移动机器人、仓储机器人、无人叉车、轮式人形底盘 | 驱动器 + 伺服电机 + 行星减速器 + 编码器 + 轮/模组一体化 | 年报披露伺服轮负载范围由 600kg、1T 扩展到 50kg,并满足 10T 以上重载移动机器人需求;研报口径称 2024 年伺服模组销量约 3.8 万台。 | 批量 | A / C | 2025 年伺服轮/模组销量、ASP、毛利率、客户名单 |"
"FOHLSRC-FOHLBASE-004-0113-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","113","113","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L113","6ef63fda4a866b373e859c03caff738b4268bf3808ddb382df5cc6482f761d94","395","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| FMK 系列无框力矩电机 | 人形机器人、协作机器人、四足机器人关节 | 无框力矩电机 | 官网披露 FMK 提供 25/38/43/50/60/70/85/115mm 八种标准框架尺寸,面向人形/协作/四足机器人关节;IR 披露 2025 年销量约 8.3 万台、2026Q1 销量约 3.5 万台。 | 批量增长 | A / B | 人形客户、订单金额、ASP、机器人毛利和寿命 |"
"FOHLSRC-FOHLBASE-004-0114-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","114","114","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L114","745122817c67c66acc5935f7f5395128f82b1daebc0d6b3aafefebb8537995d7","361","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| RD 中空驱动器 / 氮化镓驱动器 | 机器人关节、复合机器人 | 中空驱动器 / 氮化镓驱动 | 年报披露配套 FMK 无框力矩电机;IR 披露氮化镓驱动器已推出样品,并为特定客户完成定制化开发,应用于复合机器人场景。 | 样品 / 客户验证 | A | 客户名称、批量时间、成本和可靠性 |"
"FOHLSRC-FOHLBASE-004-0115-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","115","115","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L115","8d3e765d9b5e9775b981bc3bc201208757e0dbb7b9a247cba36ff944e96a8245","377","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人手持终端、HMI、PLC、运动控制器 | 工业机器人、移动机器人、机器人操作与控制 | 人机交互 / 控制系统 | 年报披露推出 7 寸机器人手持器、10 寸高端机器人手持器、AK8X0/AK810 运动控制器等;HMI 2025 年销量 347,792 台。 | 成熟产品 / 机器人适配 | A / B | 机器人 HMI 收入、客户、单价 |"
"FOHLSRC-FOHLBASE-004-0116-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","116","116","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L116","a5ba834dec8db0e25ac8d6c37035d4846830dec15154cc2a73126561aee3ab1f","427","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人关节平台解决方案 | 人形机器人旋转/直线关节 | 无框力矩电机 + 中空驱动器 + 行星减速器等 | 年报披露已建立人形机器人全系列旋转/直线关节平台解决方案,基于大中空开发 25mm-115mm 等多规格无框力矩电机及配套中空驱动器、行星减速器。 | 产品布局 / 订单验证 | A | 是否形成标准化关节模组收入、客户和供货量 |"
"FOHLSRC-FOHLBASE-004-0118-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","118","118","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L118","6ac4026e7bf498dfbaa924d51ed2a5d2e7249867721ca81f430e5021eb29cdff","319","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-步科股份-03-REVENUE):收入、订单、营收占比、利润和毛利等财务强字段继续保持待核验或缺口。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-004-0120-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","120","120","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L120","96ea00535aabee902697e8f166a5fad61aaed8409d591ed5d46fc508e4fe8688","36","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 5. 收入、利润与营收占比"
"FOHLSRC-FOHLBASE-004-0124-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","124","124","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L124","700b8670cbe0c430c79ecd9544c2fb9c32a50cfa7d48b32bf66edf41c59f516b","119","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司总收入 | 7.24 亿元,同比增长 32.18% | 2025 年 | A | 年报口径,营业收入 723,654,764.07 元 |"
"FOHLSRC-FOHLBASE-004-0125-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","125","125","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L125","8b68bf5dd55fe5aa2a4a42f126e79ec75c072d221b9929dc5b9b284848219343","121","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 归母净利润 | 0.72 亿元,同比增长 48.25% | 2025 年 | A | 年报口径,归母净利润 72,480,977.69 元 |"
"FOHLSRC-FOHLBASE-004-0126-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","126","126","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L126","cd2356177f2101b095717746c8ec3aac2970ebc17249304e9d2cf03444a14b9e","91","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 扣非归母净利润 | 0.60 亿元,同比增长 59.04% | 2025 年 | A | 年报口径 |"
"FOHLSRC-FOHLBASE-004-0127-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","127","127","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L127","1a4ea2e9f0f7d52cd7b9813558849d51a74db7cf0e445a81db81e0db59296f89","163","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 经营活动现金流净额 | 0.62 亿元,同比下降 23.40% | 2025 年 | A | 年报口径,下降主要与销售增长下备货和工资支付增加有关 |"
"FOHLSRC-FOHLBASE-004-0128-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","128","128","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L128","c6f5b90ed95fddb634398e8573d764a0505b482fb1a234a8acb998bbfbf09fac","113","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 研发投入 | 0.84 亿元,占营业收入 11.58% | 2025 年 | A | 年报披露研发投入 8,383.09 万元 |"
"FOHLSRC-FOHLBASE-004-0129-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","129","129","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L129","b83a0c14f7450f411b0e9b601ff583da1b26d179fa0f39456105756a72e9894d","79","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 主营业务毛利率 | 36.08% | 2025 年 | A | 工业自动化行业口径 |"
"FOHLSRC-FOHLBASE-004-0130-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","130","130","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L130","6092450b34f672e71a756a3286bddef71710df537127acdd991fde8bdb7589db","154","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 驱动系统收入 | 5.13 亿元,毛利率 33.64% | 2025 年 | A | 包含伺服系统、步进系统、低压变频器等,不等同机器人收入 |"
"FOHLSRC-FOHLBASE-004-0131-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","131","131","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L131","bb1dc377e1affd4813e4a3d83c25dd152f156071a20e0334d81b032d966eb957","120","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 控制系统收入 | 2.04 亿元,毛利率 41.33% | 2025 年 | A | 包含 HMI、PLC 等,不等同机器人收入 |"
"FOHLSRC-FOHLBASE-004-0132-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","132","132","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L132","5b3d7f9fe54932f0d50222bea1b3b438455d6599f7167a5de480fd71a7f4ba6b","166","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人行业收入 | 3.71 亿元,同比增长 74.57% | 2025 年 | A | 年报披露机器人行业销售收入 37,082.70 万元,占公司总收入约 51.25% |"
"FOHLSRC-FOHLBASE-004-0133-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","133","133","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L133","b781ad5124fb12aa9371378758862de6ae4a21bb034f202a8b8ae6672014e9cb","108","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器物联网行业收入 | 1.66 亿元,同比增长 5.66% | 2025 年 | A | 年报行业经营口径 |"
"FOHLSRC-FOHLBASE-004-0134-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","134","134","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L134","290ffb5888e7d4f2f3b0515fff2ecb09f9456fc7cc52d9ed8e8d2ee91572d4c6","108","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 通用自动化行业收入 | 1.40 亿元,同比增长 5.28% | 2025 年 | A | 年报行业经营口径 |"
"FOHLSRC-FOHLBASE-004-0135-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","135","135","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L135","752cba457591d4d2dacc7e9f5fb752d034e9a223486f4ea86517f640eb5cd12c","111","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 医疗影像设备行业收入 | 0.43 亿元,同比增长 2.74% | 2025 年 | A | 年报行业经营口径 |"
"FOHLSRC-FOHLBASE-004-0136-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","136","136","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L136","167f37896a334b48274fd1950fd228f07bfd6d5eb77cba07a8644787fec11375","158","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 外销收入 | 1.07 亿元,占主营收入约 14.87%,毛利率 44.43% | 2025 年 | A | 公司整体外销口径,不能外推为机器人海外收入 |"
"FOHLSRC-FOHLBASE-004-0137-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","137","137","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L137","afe90df0b576937264320e8008b64021921cdecf81a55e9ecc66d0797caeb2e9","87","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2026Q1 总收入 | 1.89 亿元,同比增长 43.22% | 2026Q1 | A | 一季报口径 |"
"FOHLSRC-FOHLBASE-004-0138-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","138","138","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L138","74cd9a88ab0c17e00bc75b52562b8b72e025c374d6c01f6254309e360ad8f7f2","129","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2026Q1 归母净利润 | 0.13 亿元,同比增长 19.70% | 2026Q1 | A | 一季报口径,归母净利润 13,313,608.86 元 |"
"FOHLSRC-FOHLBASE-004-0139-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","139","139","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L139","d4ec40882490dff1252d88931986b8daca97bfab14e3435d261342e39d95833c","109","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2026Q1 机器人行业收入 | 1.02 亿元,同比增长 64.64% | 2026Q1 | A | 一季报和 IR 均披露 |"
"FOHLSRC-FOHLBASE-004-0140-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","140","140","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L140","987458fc7e8fa8503c89eaef56f34a1164eeeb86270b12c94f50638e9864a018","224","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| iWMC / i-Kinco 独立收入 | 待验证 | 2025 年 | C / 待验证 | 既有专题中有独立收入线索,但当前本地年报和 IR 文本未复核到可直接引用的独立收入字段,暂不进入 A 级事实。 |"
"FOHLSRC-FOHLBASE-004-0141-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","141","141","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L141","272a057e56e38e1348c4fc6195780d1aa0ed04934ae77eb2163e0d7d14a6fdd0","118","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人产品毛利率 | 未披露 | 2025 年 | A | 不能用驱动系统毛利率直接替代机器人毛利率 |"
"FOHLSRC-FOHLBASE-004-0143-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","143","143","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L143","e24da72910b8f9aa1cd61deb2c98aa46f538ea714df6df44f517606fb008d3fe","320","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-步科股份-04-CAPACITY):出货、产能、产销、利用率、良率和交付节奏不得由既有研究迁移稿升级。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-004-0145-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","145","145","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L145","a7f367930f0a44d7fef3b3e9eaf9706f155f20432cb123eb4e979d8c8aa02fc1","48","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 6. 产量、销量、产能与产能利用率"
"FOHLSRC-FOHLBASE-004-0149-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","149","149","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L149","3013e7e3cdb19e76339d082f17826be4c05a82d06f36d8b52939a84e2d755996","133","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 伺服系统销量 | 627,498 台,同比增长 51.44% | 伺服系统 | 2025 年 | A | 低压伺服占比、机器人客户销量 |"
"FOHLSRC-FOHLBASE-004-0150-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","150","150","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L150","7d9bc760ad91fe006b7a239ad2cfbd19da1fc243ff44fb39a45c4840118c4d7f","102","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| HMI 销量 | 347,792 台,同比增长 0.98% | 人机界面 | 2025 年 | A | 机器人 HMI 占比 |"
"FOHLSRC-FOHLBASE-004-0151-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","151","151","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L151","1fabef7cdc187e913114b190d062892622450c5760765064c78161d97bcfc0ce","166","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 驱动系统产量 / 销量 / 库存量 | 771,936 台 / 660,850 台 / 130,432 台 | 驱动系统 | 2025 年 | A | 分产品销量、库存消化、产能利用率 |"
"FOHLSRC-FOHLBASE-004-0152-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","152","152","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L152","8bb14d7f813a973ed9f9dfc6ea8bb1036449a41c1704bcee51c91b50b99e3119","144","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 控制系统产量 / 销量 / 库存量 | 423,851 台 / 424,173 台 / 44,772 台 | 控制系统 | 2025 年 | A | 机器人控制产品占比 |"
"FOHLSRC-FOHLBASE-004-0153-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","153","153","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L153","b803d3d558e60953c09673312c701730e5a0f176d23b2597b6aa30a1080f54db","146","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 无框力矩电机销量 | 约 8.3 万台,同比增长 247.84% | 无框力矩电机 | 2025 年 | A | 分客户、分场景、单价和毛利 |"
"FOHLSRC-FOHLBASE-004-0154-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","154","154","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L154","12b66d20c3859a8933fd4f2e4a012bb750cf7aaa37e0e9f82a15f2137c5d8d46","147","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 无框力矩电机季度销量 | 约 3.5 万台,同比增长 246.28% | 无框力矩电机 | 2026Q1 | A | 是否延续至全年、客户结构 |"
"FOHLSRC-FOHLBASE-004-0155-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","155","155","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L155","133fb1b1433fc53bc1c84866d1325eb6c687a1b60def7c965d682d2e6051dbe6","167","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 直流低压伺服累计出货 | 超 120 万台,服务 AGV/AMR 超 40 万台 | 低压伺服 | 研报引用蓝皮书 | C | 需回蓝皮书或客户侧资料核验 |"
"FOHLSRC-FOHLBASE-004-0156-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","156","156","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L156","23f208facf835e57e6d2c6f1a5e084d8f9965ad41dce0c9d5769f62b110591fc","138","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 伺服模组销量 | 约 3.8 万台,同比增长 118.5% | 伺服轮 / 伺服模组 | 2024 年 | C | 2025 年分产品销量和收入 |"
"FOHLSRC-FOHLBASE-004-0157-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","157","157","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L157","774d182951444d39b3cb788804c22c67baed6864085162a944925d35e178bcac","188","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 无框力矩电机累计出货 | 超 5 万台,服务头部协作机器人超万台 | 无框力矩电机 | 研报引用蓝皮书 | C | 与 2025 年 8.3 万台 IR 口径衔接需复核 |"
"FOHLSRC-FOHLBASE-004-0158-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","158","158","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L158","c0807ce7d9d4980a51352a5d321400c4748d3bad40a7ed1f7f0f243ede93ba3a","118","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产能 | 未披露 | 机器人相关产品 | 2025 年 | A | 智能制造生产基地投产节奏、产能利用率 |"
"FOHLSRC-FOHLBASE-004-0159-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","159","159","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L159","034040cbab287bf491333b1287ecde1f80d475392170c7f5b3ee873d1e1f2695","103","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产能利用率 | 未披露 | 机器人相关产品 | 2025 年 | A | 不能用产销量直接推算 |"
"FOHLSRC-FOHLBASE-004-0161-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","161","161","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L161","aaccb7949fd1c22c9477c33d2b142d498b86ba31c1f04336484ea1b5b8c24179","317","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-步科股份-05-CUSTOMER):客户、供货、主供、独供、份额和供应体系关系需要官方或客户侧补证。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-004-0163-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","163","163","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L163","3a8b29c24f343e7211009f89e271e51f456be25e2669a9275cad63458df3a619","39","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 7. 客户、供应链与供货状态"
"FOHLSRC-FOHLBASE-004-0165-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","165","165","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L165","aa38addb1f79728aebaa73196e50070eb44f2755cedf097f54f9d3d1f1498758","118","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户 / 客户类型 | 对应产品 | 供货状态 | 供货量 / 金额 | 国内 / 海外 | 证据等级 | 备注 |"
"FOHLSRC-FOHLBASE-004-0167-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","167","167","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L167","99475719605e7ffc3e1e76039d4f50ebeb1f6028f4189ace573afd1f5f742931","214","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业移动机器人客户 | 低压伺服、伺服轮、伺服模组 | 批量 | 未披露 | 国内为主,海外拓展中 | A / C | 公司称移动机器人为优势领域,2026Q1 收入仍保持较高增速 |"
"FOHLSRC-FOHLBASE-004-0168-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","168","168","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L168","54c24f46004df1354ac5df65ed8f8073f4fd2ee8f9920d538b5c9047385ac74e","218","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 全球及国内头部客户供应链 | 工业机械臂、协作机器人相关伺服和无框产品 | 已切入供应链,订单提升 | 未披露 | 国内 / 海外 | A | IR 口径,缺客户名称和订单金额 |"
"FOHLSRC-FOHLBASE-004-0169-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","169","169","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L169","f467d890d5b1b6035d9eb8a8b85c88308058197f9a51331ab74b12e8441e9877","141","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 多个头部客户 | 无框力矩电机 | 批量交付能力获认可 | 未披露 | 未拆 | A | IR 口径,不能外推为主供/独供 |"
"FOHLSRC-FOHLBASE-004-0170-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","170","170","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L170","1b6c773f5aafc9bd548db7b7ab2795ba1647913aba90b7523aa01df85ea97acd","209","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人客户 | 无框力矩电机、关节平台相关产品 | 从小批量订单到批量订单 | 未披露 | 未拆 | A | IR 明确阶段变化,但客户名称、份额、订单金额未披露 |"
"FOHLSRC-FOHLBASE-004-0171-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","171","171","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L171","8eb4d7b8f8481b3152f30212eb10442d7c2b4c1193d5808a3e79ff06d7610790","188","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业 6 轴机械臂全球知名品牌 | 专用工业 6 轴机械臂伺服系统 | 获认可并确立长期战略合作关系 | 未披露 | 未拆 | A | 年报口径,客户未具名 |"
"FOHLSRC-FOHLBASE-004-0172-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","172","172","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L172","605eeeaa5386042a675d3c84735ae7b39d7bc3239874c4892816e7ec484de00a","172","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 医疗影像设备客户 | 行业专用伺服、HMI、iSMD 等 | 长期合作 | 未披露 | 未拆 | A | 非机器人主线,但体现伺服可靠性和大客户能力 |"
"FOHLSRC-FOHLBASE-004-0173-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","173","173","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L173","13d581b212ecf294525cbb919f9c3301b3465de8005b7e510b0e751764bae783","188","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 前五大客户 | 公司整体产品 | 销售集中度不高 | 前五名销售额 14,216.53 万元,占年度销售总额 19.65% | 未拆 | A | 客户名称因商业秘密豁免披露 |"
"FOHLSRC-FOHLBASE-004-0174-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","174","174","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L174","f848e69093b4aa0a8325ff7c90b82e6e5af1d335f5949071973a168b02ad3163","202","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 前五大供应商 | 原材料 / 加工 / 部件 | 采购集中度不高 | 前五名采购额 7,242.60 万元,占年度采购总额 16.51% | 未拆 | A | 供应商名称因商业秘密豁免披露 |"
"FOHLSRC-FOHLBASE-004-0176-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","176","176","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L176","da5639eb96d87b2d88025352a0041ec896cb636c9fbfa89b47b7906450b86d4b","41","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 本体商阵营回填(2026-06-21)"
"FOHLSRC-FOHLBASE-004-0179-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","179","179","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L179","8b2b37ed9e091abd9d0a16bc2521b941d0f2d42b1df0eaefd84c63dbe0ae3adc","185","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 增量来源:低压伺服、伺服轮、无框力矩电机和关节平台可以从移动机器人、协作机器人继续向人形关节扩展,机器人行业收入已有基础。"
"FOHLSRC-FOHLBASE-004-0180-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","180","180","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L180","50d46a9a58f490418c78670e7ca148db380c308873fa6349b7807c2596db3cf7","186","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 待验证边界:机器人行业收入较硬,但人形机器人客户、单价、毛利和供货份额仍未拆分,不能把既有 AMR / 协作收入全部外推为人形增量。"
"FOHLSRC-FOHLBASE-004-0182-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","182","182","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L182","74a409bf9dd35877cffa315e31d0ca981043f14995d670d4a47c1d9fc2dd8b93","50","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 第一批客户侧证据回流(2026-06-21)"
"FOHLSRC-FOHLBASE-004-0184-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","184","184","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L184","224e17b38b0b3c18d19b9a10902e4302c58010084bc3afc45d4dfd791065bd02","156","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 本轮可回填:年报和 IR 对机器人行业收入、低压伺服 / 伺服轮、无框力矩电机销量、人形客户订单阶段有较强披露。"
"FOHLSRC-FOHLBASE-004-0185-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","185","185","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L185","f2806dc8c0f7ea4117d90599f4e13c8314978f489cf2eefc5d7093af782d9aca","113","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 证据阶段:移动机器人批量基本盘较强,人形无框电机可以写作“批量订单候选”。"
"FOHLSRC-FOHLBASE-004-0186-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","186","186","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L186","42eb26a50d01334328d4e44f8c16dfeadd8f748f5c06b16a1184afd3ba75ae36","146","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 不能外推:客户名称、订单金额、ASP、毛利和主供关系仍未披露,不能把机器人收入全部归因于人形机器人。"
"FOHLSRC-FOHLBASE-004-0188-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","188","188","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L188","6ebcdcae0f59463ada3a824f36cd0c8a90ec71357fb05f7fe69e824978d9240e","300","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-步科股份-06-ASP):ASP、毛利、寿命、售后和返修口径均保留为缺口或待核验事实。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-004-0190-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","190","190","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L190","28165afe0771553374ae696b75f35d0b289a3aa1a7a934445b8d7bfa9242e09e","36","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 8. ASP、寿命、交付与售后"
"FOHLSRC-FOHLBASE-004-0194-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","194","194","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L194","c5482f103bd96b7f23d4a1f9d7343c3046296914329b3fbd2353364c79f6c780","158","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP / 单价 | 未披露 | 低压伺服、伺服轮、无框力矩电机、关节平台 | A | 不能用行业 BOM 或渠道价直接替代公司批量 ASP |"
"FOHLSRC-FOHLBASE-004-0197-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","197","197","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L197","54c8aeaf89a7d82c65ccd24f66b3e6aa3fccbee7a5c1304ae57646040294e3c1","167","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 交付周期 | 未披露 | 标准品 / 定制品 | A | 年报披露标准产品采取滚动预测库存生产,定制化产品以销定产;未披露具体交期 |"
"FOHLSRC-FOHLBASE-004-0198-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","198","198","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L198","f4239c01f1038325ddd25761dbfe7874ec609728c588cf00189d4fb88fb4d8fd","290","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 供货约束 | 产能爬坡、驱动器/电机一致性、磁钢/编码器/芯片供应、客户定制、认证和可靠性测试 | 机器人相关产品 | A / E | 年报披露主要原材料包括 IC 芯片、电子元器件、PCB、IGBT、编码器、磁钢、减速机、五金件等 |"
"FOHLSRC-FOHLBASE-004-0200-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","200","200","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L200","3da28f4f3d7ccfc946a36b2bd90d87f25241941b251a0dbdc7d5cd759bb52d35","33","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 9. 成本结构与利润弹性"
"FOHLSRC-FOHLBASE-004-0204-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","204","204","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L204","f742ac96268b4332b4765f35d01580cccbdb55ed68dd0e3d931718495156391e","138","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 主要成本项 | 直接材料占工业自动化行业总成本 83.66%,直接人工 5.83%,制造费用 9.20%,其他 1.31%。 | A |"
"FOHLSRC-FOHLBASE-004-0205-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","205","205","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L205","a2d7718f7bdd6d5a5730ce46ffc61dafced5ce4a3980a4f5e481a7f0e6366053","177","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 驱动系统成本结构 | 驱动系统成本 3.40 亿元,占总成本 73.96%;其中直接材料 2.80 亿元,直接人工 0.24 亿元,制造费用 0.32 亿元。 | A |"
"FOHLSRC-FOHLBASE-004-0208-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","208","208","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L208","a0fa504499e17e4e0428a7ce785fdda717d679991c15f3dc8b4a49d765ffde97","180","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 降本路径 | i-Kinco 集成化、驱动器和电机一体化、自研小型化行星减速器、自动化/数字化制造基地、规模化采购和产品平台化。 | A / E |"
"FOHLSRC-FOHLBASE-004-0209-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","209","209","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L209","d5aa72d910a6140f9415fa21690c4dc41905c91fcf0050bf71ea3077e96360ac","258","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 利润弹性 | 机器人行业收入增速显著高于公司整体,若无框力矩电机和伺服轮维持批量增长,收入弹性强;但机器人产品毛利未披露,若人形客户快速降价,利润弹性可能弱于收入弹性。 | A / E |"
"FOHLSRC-FOHLBASE-004-0211-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","211","211","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L211","79f3448f2515c14f82afa5747df430cb67f148cb4d9b758f574bc4d27e06c945","25","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 10. 增量来自哪里"
"FOHLSRC-FOHLBASE-004-0213-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","213","213","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L213","deeaf6deb16f6b79cce3a3c89f63c0beddac9dc6ae55b177fedc3ae7dbf5dde3","100","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 增量来源 | 对应产品 | 对应客户 / 场景 | 兑现节奏 | 关键前提 | 证据等级 |"
"FOHLSRC-FOHLBASE-004-0215-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","215","215","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L215","b76014e8345ca86bba0cc8607c31a12c6bae8ce75d27b9ebcb93b57a40fe3eb8","246","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 移动机器人继续扩张 | 低压伺服、iWMC 伺服轮、iGMK/iSWV 模组 | AGV/AMR、仓储机器人、无人叉车、重载机器人 | 短期 | 行业需求增长、客户份额提升、海外客户拓展、伺服轮 ASP 稳定 | A / C |"
"FOHLSRC-FOHLBASE-004-0216-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","216","216","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L216","558a4e6d86e9b2f8f9a070918e0387a4bda340c52c4b3bcd0f0396f964cc8600","224","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 协作机器人和工业机械臂突破 | 无框力矩电机、伺服电机、专用伺服系统 | 协作机器人、工业 6 轴机械臂 | 短期到中期 | 已切入客户供应链后的机型放量和持续定点 | A |"
"FOHLSRC-FOHLBASE-004-0217-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","217","217","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L217","514eb67fe72580b5fc15460f07af8476187c306e8e1b5c3dbfc54e6c0fec80f7","245","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人放量 | FMK 无框力矩电机、中空驱动器、关节平台、轮式人形底盘 | 人形机器人本体厂、模组厂 | 中期 | 从批量订单走向稳定供货,客户侧验证,ASP 和毛利不快速恶化 | A / E |"
"FOHLSRC-FOHLBASE-004-0219-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","219","219","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L219","55f84564bd3aed2972bbf91c5e016816ec1ecdaee5ed701ed06069c58c409b20","204","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人出海 | 低压伺服、伺服轮、HMI、控制器 | 海外移动机器人和智能设备客户 | 中期 | 美国、日本子公司落地,海外认证、渠道和服务能力提升 | A / E |"
"FOHLSRC-FOHLBASE-004-0220-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","220","220","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L220","98d89d8ca7c3cc9e6d307727640decca8b7732e79a5aef8275d1882addc935dd","210","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 智能制造生产基地 | 驱动系统、控制系统、机器人核心部件 | 公司整体产能与交付能力 | 中期 | 募投项目建设、设备铺设、产能利用率和库存周转改善 | A / E |"
"FOHLSRC-FOHLBASE-004-0222-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","222","222","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L222","43054907802d078de3cfaf89e4654c8a57b3e13cf5a7671eac0b26d9e5774c7f","37","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 11. 团队、治理与组织能力"
"FOHLSRC-FOHLBASE-004-0227-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","227","227","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L227","6967ddcf010be7d4dcfb31e26aac3ad0daa1fc149a152ee3c4e353ef3e56cd97","217","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 相关经验和年限 | 公司长期做运动控制、人机交互、低压伺服、伺服轮和无框力矩电机,机器人行业收入已经成为主要收入来源。 | 经验与机器人场景高度相关。 |"
"FOHLSRC-FOHLBASE-004-0228-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","228","228","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L228","b7c42964ed9c13db168459b54c400e3cc44738de9fc891130b589b056eff6dc5","115","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 重要人物 | 未披露可单独归因的人形机器人客户开拓或无框电机核心人物。 | 待补。 |"
"FOHLSRC-FOHLBASE-004-0229-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","229","229","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L229","c99113eea50fe60a3058cdde636e52760a2e88092b9691ffb789f86469067df9","139","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 团队稳定性 | 未见核心团队异常变动线索;2025 年研发投入 0.84 亿元,占收入 11.58%。 | 观察项偏正面。 |"
"FOHLSRC-FOHLBASE-004-0231-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","231","231","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L231","94092d0a79a1b9ceefc5477d8a8f5238ef2e6a3d1d9306e5e7eea1a690537cb0","157","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 研发投入 | 2025 年研发投入 0.84 亿元,占营业收入 11.58%。 | 研发强度较高,能支撑无框、低压伺服和关节平台迭代。 |"
"FOHLSRC-FOHLBASE-004-0232-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","232","232","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L232","4c310e533d20367a8c3d4fd16360146f6ded0bd8f467024e03f190090dfa6597","216","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 组织能力 | 2025 年机器人行业收入 3.71 亿元,占总收入约 51.25%;无框力矩电机 2025 年销量约 8.3 万台,2026Q1 约 3.5 万台。 | 机器人商业化兑现强于多数同类公司。 |"
"FOHLSRC-FOHLBASE-004-0233-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","233","233","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L233","5299a1d1c0b55702bd0f481b42e24c90988e03e601107e322783ac1128cdd312","202","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 经营与披露风格 | 务实:机器人行业收入、季度收入和无框销量有硬数据;但人形客户、ASP、毛利和主供关系仍未披露。 | 兑现型,仍需客户侧穿透。 |"
"FOHLSRC-FOHLBASE-004-0234-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","234","234","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L234","4a27d60aaa208dcbf076a74c6004e4b82db2474552ac878a84d4e3808ba1bb47","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 历史兑现能力 | 移动机器人低压伺服和伺服轮已批量兑现;人形机器人从小批量订单迈向批量订单,仍待订单金额和客户验证。 | 兑现能力较强。 |"
"FOHLSRC-FOHLBASE-004-0235-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","235","235","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L235","4c95915a948e6eaed163e59af8b6415b7dfaedd42bd4550b92b6c6d40a8917e6","187","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心判断 | 团队和组织能力是加分项;最大观察点是无框力矩电机和人形客户是否保持增速、毛利是否被压缩、库存能否消化。 | 加分项。 |"
"FOHLSRC-FOHLBASE-004-0237-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","237","237","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L237","ef3aa13da497d47cab2889a7bb58cee5a868892fa237501fab2c8c68f382f11d","34","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 12. 证据等级与资料来源"
"FOHLSRC-FOHLBASE-004-0241-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","241","241","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L241","7a8bf4e5a1d691086aacb2ea84b7875ab081d62ef7298c14fdba239993ea3de2","242","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-006 | 步科股份 2025 年年度报告(公告镜像) | 年报 | A | 收入、利润、机器人行业收入、产品矩阵、市场地位、成本结构、产销量、客户供应商集中度 | 正式引用建议回交易所原文 |"
"FOHLSRC-FOHLBASE-004-0242-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","242","242","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L242","df5714b7190bb5429379a897d03fe27891b0455b0c483a0af0cf565e37791958","116","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-007 | 步科股份 2025 年年度报告 PDF | 年报 PDF | A | 与 CC-006 交叉校验 | 交易所 PDF 镜像 |"
"FOHLSRC-FOHLBASE-004-0243-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","243","243","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L243","52bd6fb28fb647cd58c0ca30fa5180c14ee8a05d814e73fb65e80258aa37605d","147","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-043 | 步科股份 2026 年第一季度报告 | 一季报 | A | 2026Q1 收入、利润、研发投入、机器人行业收入 | 公告镜像 |"
"FOHLSRC-FOHLBASE-004-0244-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","244","244","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L244","fe88ffb2060bc6c85371cb12e50ae8add5607af2d05fb0a919cecae00d01eb42","115","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-044 | 步科股份 2026 年第一季度报告 PDF | 一季报 PDF | A | 与 CC-043 交叉校验 | PDF 镜像 |"
"FOHLSRC-FOHLBASE-004-0245-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","245","245","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L245","0d8ab075082223ca7362b56ba64b95b02278dbd767a82af83d087acc04b02785","224","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-008 | 步科股份 2026 年第一季度投资者关系活动记录 | IR | A / B | 机器人收入结构、客户阶段、人形订单、无框销量、氮化镓驱动器 | 管理层口径,客户和订单仍需验证 |"
"FOHLSRC-FOHLBASE-004-0246-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","246","246","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L246","ffb72be29818a5186ca5cdbeddc99f8550092d5474a72cb92f9523e1fb3c2957","145","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-045 | FMK 系列无框力矩电机产品页 | 官网产品页 | B | FMK 产品参数、框架尺寸、应用场景 | 公司侧产品参数 |"
"FOHLSRC-FOHLBASE-004-0247-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","247","247","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L247","31aafd4f31e303863f5e918a1ea949c35e035942bf866c64349dcba8a063def7","197","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-009 | 英文官网产品页 / 产品矩阵 | 官网产品页 | B | 产品目录、机器人核心部件入口 | 当前本地卡片标题与正文存在不一致,使用时需复核原网页 |"
"FOHLSRC-FOHLBASE-004-0248-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","248","248","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L248","89b24ceb78e7abebf1fbd1cc2a08728cd70452bd1db1862abbc3200d1fda7869","161","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-010 | Kinco 公司介绍与产品矩阵 | 官网公司资料 | B | 公司定位、产品矩阵、研发制造基地、全球服务网络 | 公司侧介绍 |"
"FOHLSRC-FOHLBASE-004-0249-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","249","249","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L249","dbf361f814a94606ffb932d3d364216d45da7165bf69d7dcb8e359c1ecbb7c16","253","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 本地研报 | 步科股份深度研究报告、2025 年报点评等 | 研报 | C | 低压伺服份额、累计出货、伺服模组销量、无框累计出货、协作机器人排名 | 需回蓝皮书、第三方原始资料或客户侧交叉验证 |"
"FOHLSRC-FOHLBASE-004-0251-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","251","251","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L251","3806f46c0fa2bcb4033ca01d2f53a3a4ea27388121ecfab05cd0b33035c7b8bd","310","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-步科股份-07-RISK):风险、估值弹性和投资相关表述不得替代证据结论,不构成投资建议。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-004-0253-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","253","253","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L253","7a56d9f16ee1ff588205ba426c54ea732aec0ea1eea8b4a81742a59636e92981","22","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 13. 待验证问题"
"FOHLSRC-FOHLBASE-004-0257-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","257","257","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L257","ca2532d238fbcfbe3710e26f60edd681cb92a7467bf4e3d0622751e8ef3aa85b","180","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高 | 机器人产品毛利率、无框力矩电机毛利率、伺服轮毛利率是多少? | 年报问询、IR、管理层交流、券商调研纪要 | 分析员继续跟踪 |"
"FOHLSRC-FOHLBASE-004-0258-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","258","258","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L258","6cb91f43ff7537ed2aa2ac7a2d99d65684eb46d3801e735c646bab795a68afce","193","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高 | 人形机器人客户是谁,是否形成定点、批量供货或主供关系? | 客户侧公告、供应商名单、采购合同、IR 原文 | 数据处理同学补客户侧资料 |"
"FOHLSRC-FOHLBASE-004-0259-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","259","259","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L259","24c986a4fe9959e912558d3821900524e518829973ca1f58783c552e53447cb9","195","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高 | 无框力矩电机和伺服轮 ASP、订单金额、供货量是多少? | 报价、采购公告、客户 BOM、产品合同、渠道价格 | 数据处理同学补价格和采购资料 |"
"FOHLSRC-FOHLBASE-004-0260-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","260","260","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L260","3eac38aaccf102c9498449c6539d7b553a0a75fd60f706e5bd5c3030e9d3f49d","169","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高 | iWMC / i-Kinco 是否有可引用的独立收入和销量? | 年报附注、IR 问答、研报图表原始数据、蓝皮书 | 分析员 + 数据处理同学 |"
"FOHLSRC-FOHLBASE-004-0261-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","261","261","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L261","4c2721fcd7e57e0a685dcbae1d4241828d86892ddb3e265469e4832fbae5372a","171","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中 | 智能制造生产基地对应哪些产品、产能、达产时间和产能利用率? | 募投项目公告、在建工程、投产新闻、IR | 分析员跟踪 |"
"FOHLSRC-FOHLBASE-004-0262-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","262","262","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L262","e5a44e1c3871d166f14970b071b01340527be4e3f8f6c1a759f2aeb520b10fa1","166","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中 | 驱动系统库存高增长是否对应订单备货,后续周转如何? | 半年报、三季报、库存结构、订单和发出商品 | 分析员跟踪 |"
"FOHLSRC-FOHLBASE-004-0263-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","263","263","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L263","3d6b4e73a400ea7876f0bb36e5cb780965833a8f2d5b23631eeee2db11b2a4c8","157","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中 | 海外机器人客户是否已经贡献收入? | 海外子公司进展、外销收入拆分、客户侧资料 | 数据处理同学补海外资料 |"
"FOHLSRC-FOHLBASE-005-0003-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","3","3","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L3","921b94ff7ba01c586b8e700aa531b6a0e4f067670bacf580729b9351f42f9d99","35","0","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> case_id: ANA-ROBOT-INDUSTRY-001"
"FOHLSRC-FOHLBASE-005-0004-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","4","4","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L4","2ed829132efac9e16e559e958ead47d9c65a1eb00daa8f2271f5f607572c468b","75","0","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> batch_id: BATCH-ANA-ROBOT-MIGRATION-001 / BATCH-ANA-ROBOT-MIGRATION-002"
"FOHLSRC-FOHLBASE-005-0005-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L5","8baa81ca5b0253f1a5283493e674fcd0f5b2022cd974ccd1829328d81267d07c","62","1","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> status: COMPANY_OUTPUT_INDEX_DRAFT / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-005-0007-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L7","6b370d266adc5a31e0bda2fec3917a09aabae6ef3584000176ec924cc2f1496d","21","0","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 1. 首批公司页"
"FOHLSRC-FOHLBASE-005-0011-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","11","11","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L11","89f7bfb9d22dd6a23ed257ea9e58964a7f048a1e35dbfa83b97d6a527416a34d","238","0","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 雷赛智能 | P0 | 公司/雷赛智能.md | ../../../../raw/existing_research/公司档案/雷赛智能公司信息梳理.md | 已迁入,待复核 | 机器人收入/占比、客户供货阶段、ASP、寿命、产能、证据等级 |"
"FOHLSRC-FOHLBASE-005-0012-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","12","12","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L12","26cedbbb447c9c1d8e9bac7f6a9dbb34216b2310c15db6138e6db34de646068d","238","0","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 步科股份 | P0 | 公司/步科股份.md | ../../../../raw/existing_research/公司档案/步科股份公司信息梳理.md | 已迁入,待复核 | 机器人收入/占比、客户供货阶段、ASP、寿命、产能、证据等级 |"
"FOHLSRC-FOHLBASE-005-0013-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","13","13","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L13","91565dbbedeafa957fd036fdb09ad4ebc986e06dd24e3166173e8802c494d51e","238","0","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 绿的谐波 | P0 | 公司/绿的谐波.md | ../../../../raw/existing_research/公司档案/绿的谐波公司信息梳理.md | 已迁入,待复核 | 机器人收入/占比、客户供货阶段、ASP、寿命、产能、证据等级 |"
"FOHLSRC-FOHLBASE-005-0014-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","14","14","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L14","63b7772f89a1bfcecf768d6bef79519087fd3ca9f73634a3f36cb998057794ac","238","0","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 柯力传感 | P0 | 公司/柯力传感.md | ../../../../raw/existing_research/公司档案/柯力传感公司信息梳理.md | 已迁入,待复核 | 机器人收入/占比、客户供货阶段、ASP、寿命、产能、证据等级 |"
"FOHLSRC-FOHLBASE-005-0015-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","15","15","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L15","a438b2ed4458fbe0d0815c1fd9f87a03eae7865ac6005bfdf3d273a5b9fe56be","238","0","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 奥比中光 | P0 | 公司/奥比中光.md | ../../../../raw/existing_research/公司档案/奥比中光公司信息梳理.md | 已迁入,待复核 | 机器人收入/占比、客户供货阶段、ASP、寿命、产能、证据等级 |"
"FOHLSRC-FOHLBASE-005-0016-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L16","89f5c5434b58398aa58da18af83d90741a96c9a34912ab7347af69a47774620c","238","0","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 兆威机电 | P0 | 公司/兆威机电.md | ../../../../raw/existing_research/公司档案/兆威机电公司信息梳理.md | 已迁入,待复核 | 机器人收入/占比、客户供货阶段、ASP、寿命、产能、证据等级 |"
"FOHLSRC-FOHLBASE-005-0017-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","17","17","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L17","e80f2faf0f3ce6b22e991520d9c7c5dcf009a34fa7ec061f0c1992ff21baf69c","238","0","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 拓普集团 | P0 | 公司/拓普集团.md | ../../../../raw/existing_research/公司档案/拓普集团公司信息梳理.md | 已迁入,待复核 | 机器人收入/占比、客户供货阶段、ASP、寿命、产能、证据等级 |"
"FOHLSRC-FOHLBASE-005-0018-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","18","18","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L18","89b3addcd8662c7fb481b1549ff26a062790435c55d71e20164e34559dffc342","238","0","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 三花智控 | P0 | 公司/三花智控.md | ../../../../raw/existing_research/公司档案/三花智控公司信息梳理.md | 已迁入,待复核 | 机器人收入/占比、客户供货阶段、ASP、寿命、产能、证据等级 |"
"FOHLSRC-FOHLBASE-005-0019-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L19","a5fac8349bad88d1cc983a50075313909aee377f9b9118f497e8977f613a93d1","238","0","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 汇川技术 | P0 | 公司/汇川技术.md | ../../../../raw/existing_research/公司档案/汇川技术公司信息梳理.md | 已迁入,待复核 | 机器人收入/占比、客户供货阶段、ASP、寿命、产能、证据等级 |"
"FOHLSRC-FOHLBASE-005-0021-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L21","1f317978924cdc792bb3630d68dfa95e8a7e89dd84f914e90a62b3e1a405347b","39","0","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 2. 第二批核心 7 待审公司页"
"FOHLSRC-FOHLBASE-005-0023-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","23","23","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L23","b38755322adc19a00d6c076ad00b5d98cb472468625e8cd917bcd65439778d59","382","3","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","本节公司页根据 `AUDIT-ANA-ROBOT-SECOND-BATCH-MIGRATION-EXEC-001` 有条件通过结论生成,并已按 `AUDIT-ANA-ROBOT-SECOND-BATCH-MIGRATION-RESULT-001` 完成输出返修。当前只能作为项目体系内 `DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW` 待审版本;强字段继续降读,未通过后续输出复审前不得对外交付、正式扩池或标记完成。"
"FOHLSRC-FOHLBASE-005-0023-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","23","23","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L23","b38755322adc19a00d6c076ad00b5d98cb472468625e8cd917bcd65439778d59","382","0","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","本节公司页根据 `AUDIT-ANA-ROBOT-SECOND-BATCH-MIGRATION-EXEC-001` 有条件通过结论生成,并已按 `AUDIT-ANA-ROBOT-SECOND-BATCH-MIGRATION-RESULT-001` 完成输出返修。当前只能作为项目体系内 `DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW` 待审版本;强字段继续降读,未通过后续输出复审前不得对外交付、正式扩池或标记完成。"
"FOHLSRC-FOHLBASE-005-0027-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","27","27","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L27","bfca9cfa2ed2a89fb8658b186ef74bfe12edd71680b760215e3beca71ae2f3b2","290","1","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 埃斯顿 | 002747.SZ | 核心7 | 公司/埃斯顿.md | ../../../../raw/existing_research/公司档案/埃斯顿公司信息梳理.md | 已迁入待审草稿,PENDING_OUTPUT_REVIEW | 工业机器人本体、运动控制、伺服驱动、具身智能工业场景;强字段继续降读 |"
"FOHLSRC-FOHLBASE-005-0027-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","27","27","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L27","bfca9cfa2ed2a89fb8658b186ef74bfe12edd71680b760215e3beca71ae2f3b2","290","0","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 埃斯顿 | 002747.SZ | 核心7 | 公司/埃斯顿.md | ../../../../raw/existing_research/公司档案/埃斯顿公司信息梳理.md | 已迁入待审草稿,PENDING_OUTPUT_REVIEW | 工业机器人本体、运动控制、伺服驱动、具身智能工业场景;强字段继续降读 |"
"FOHLSRC-FOHLBASE-005-0028-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","28","28","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L28","eff6507f1a0c69d547947cf1c7a43f67948b0f08fac2d91b8bdef03f931b08e3","270","1","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 奥普特 | 688686.SH | 核心7 | 公司/奥普特.md | ../../../../raw/existing_research/公司档案/奥普特公司信息梳理.md | 已迁入待审草稿,PENDING_OUTPUT_REVIEW | 机器视觉和机器人视觉感知;机器人收入、客户、ASP 继续降读 |"
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"FOHLSRC-FOHLBASE-005-0029-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","29","29","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L29","931b2ed8ed7098096d5bd373d30df814e6533ec42decd5f92a2901297a14194f","272","1","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 长光华芯 | 688048.SH | 核心7 | 公司/长光华芯.md | ../../../../raw/existing_research/公司档案/长光华芯公司信息梳理.md | 已迁入待审草稿,PENDING_OUTPUT_REVIEW | 激光雷达 / 3D 传感光源芯片;机器人客户和收入继续降读 |"
"FOHLSRC-FOHLBASE-005-0029-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","29","29","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L29","931b2ed8ed7098096d5bd373d30df814e6533ec42decd5f92a2901297a14194f","272","0","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 长光华芯 | 688048.SH | 核心7 | 公司/长光华芯.md | ../../../../raw/existing_research/公司档案/长光华芯公司信息梳理.md | 已迁入待审草稿,PENDING_OUTPUT_REVIEW | 激光雷达 / 3D 传感光源芯片;机器人客户和收入继续降读 |"
"FOHLSRC-FOHLBASE-005-0030-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","30","30","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L30","49dcd3c096e953ad4bb717dea8d498900bdf9db5119c2489ab027f9b71eb9dce","286","1","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 天准科技 | 688003.SH | 核心7 | 公司/天准科技.md | ../../../../raw/existing_research/公司档案/天准科技公司信息梳理.md | 已迁入待审草稿,PENDING_OUTPUT_REVIEW | 机器视觉装备和边缘控制器;订单 / 客户线索待 official source 强核验 |"
"FOHLSRC-FOHLBASE-005-0030-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","30","30","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L30","49dcd3c096e953ad4bb717dea8d498900bdf9db5119c2489ab027f9b71eb9dce","286","0","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 天准科技 | 688003.SH | 核心7 | 公司/天准科技.md | ../../../../raw/existing_research/公司档案/天准科技公司信息梳理.md | 已迁入待审草稿,PENDING_OUTPUT_REVIEW | 机器视觉装备和边缘控制器;订单 / 客户线索待 official source 强核验 |"
"FOHLSRC-FOHLBASE-005-0031-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","31","31","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L31","67e6d700b8deb382511c37eca8192f73f030117e67422304d4d3cc59b8d86dc0","279","1","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 凌云光 | 688400.SH | 核心7 | 公司/凌云光.md | ../../../../raw/existing_research/公司档案/凌云光公司信息梳理.md | 已迁入待审草稿,PENDING_OUTPUT_REVIEW | 机器视觉系统和具身数据采集;机器人专用收入、客户、ASP 继续降读 |"
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"FOHLSRC-FOHLBASE-005-0032-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","32","32","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L32","e2a623749e850ac8a71fd90edaab2ebee7c10e19441775814e4a1b27afe27652","287","1","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 禾川科技 | 688320.SH | 核心7 | 公司/禾川科技.md | ../../../../raw/existing_research/公司档案/禾川科技公司信息梳理.md | 已迁入待审草稿,PENDING_OUTPUT_REVIEW | 伺服、控制、电驱关节和早期人形布局;量产和商业硬字段继续降读 |"
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"FOHLSRC-FOHLBASE-005-0033-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L33","9ce5983dd26ed6b69adc88ed1c6266aa3ef43e4ce45925a8d1ebefa9f895367c","304","1","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 双环传动 | 002472.SZ | 核心7 | 公司/双环传动.md | ../../../../raw/existing_research/公司档案/双环传动-环动科技公司信息梳理.md | 已迁入待审草稿,PENDING_OUTPUT_REVIEW | RV 减速器和机器人精密传动;机器人专项收入 / 客户 / ASP 以核验表为准 |"
"FOHLSRC-FOHLBASE-005-0033-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L33","9ce5983dd26ed6b69adc88ed1c6266aa3ef43e4ce45925a8d1ebefa9f895367c","304","0","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 双环传动 | 002472.SZ | 核心7 | 公司/双环传动.md | ../../../../raw/existing_research/公司档案/双环传动-环动科技公司信息梳理.md | 已迁入待审草稿,PENDING_OUTPUT_REVIEW | RV 减速器和机器人精密传动;机器人专项收入 / 客户 / ASP 以核验表为准 |"
"FOHLSRC-FOHLBASE-005-0035-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L35","1c5ab2377467824d20aca34fc80f0644a1440934f4a7fdddf0de84ae7469252e","18","0","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 3. 排除边界"
"FOHLSRC-FOHLBASE-005-0037-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","37","37","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L37","033cb18b1fe07f0ac85aab24bc239515789cb15460d2de3a0e3517b17e30bafb","150","0","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","1. 英搏尔已降级至补资料 / 相邻复核队列;缺少新增官方机器人专项来源并重新复审前,不进入本轮迁移执行池。"
"FOHLSRC-FOHLBASE-005-0038-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","38","38","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L38","0faa368ea5c8a85d3bc094fe9785b72a5f2a13de4ca11a0a5e601738885f4165","225","0","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","2. 鼎通科技、恒锋工具、飞荣达、宏发股份、沃尔德、鹏辉能源、日发精机、嵘泰股份、沃特股份、立讯精密、中石科技、银轮股份继续留在相邻组件或供应链复核队列。"
"FOHLSRC-FOHLBASE-005-0039-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L39","f5913e87de72fa00826e8dfa2d540674e820bddbc12bcce222f7ae17afef1396","208","0","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","3. 第二批公司页中的收入 / 订单、产能 / 产销、客户供货、ASP / 毛利 / 寿命等强字段必须以后续 primary source 或页码级证据补充为准;当前只能作为待审输入。"
"FOHLSRC-FOHLBASE-005-0041-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","41","41","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L41","8169f3784711dc6dae1b270851b518339c6d185c82bebf2a22a32a828fd7f3e3","83","1","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 4. 首批 9 输出返修同步(RUN-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001)"
"FOHLSRC-FOHLBASE-005-0041-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","41","41","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L41","8169f3784711dc6dae1b270851b518339c6d185c82bebf2a22a32a828fd7f3e3","83","0","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 4. 首批 9 输出返修同步(RUN-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001)"
"FOHLSRC-FOHLBASE-005-0043-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","43","43","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L43","e5c3fb67a12eae2865c6cd59f982f932491afc1097c515705ab1052dabeff6d0","313","2","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","首批 9 公司页已同步为 BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW / NOT_OUTPUT_PASS,仅作为项目体系内输出返修复审输入。范围为雷赛智能、步科股份、绿的谐波、柯力传感、奥比中光、兆威机电、拓普集团、三花智控、汇川技术。"
"FOHLSRC-FOHLBASE-005-0043-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","43","43","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L43","e5c3fb67a12eae2865c6cd59f982f932491afc1097c515705ab1052dabeff6d0","313","0","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","首批 9 公司页已同步为 BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW / NOT_OUTPUT_PASS,仅作为项目体系内输出返修复审输入。范围为雷赛智能、步科股份、绿的谐波、柯力传感、奥比中光、兆威机电、拓普集团、三花智控、汇川技术。"
"FOHLSRC-FOHLBASE-005-0047-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","47","47","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L47","bf74eeeb1cb49468fabe4ba08adc919eaa00706bc4de16a5aa9c615537348bdd","268","2","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 雷赛智能 | 首批9 | PENDING_OUTPUT_REVIEW / NOT_OUTPUT_PASS | first_batch9_field_downgrade_scope_20260705.csv;first_batch9_body_strong_field_annotation_scope_20260705.csv | 收入 / 订单、产能 / 产销、客户供货、ASP / 毛利 / 寿命继续降读 |"
"FOHLSRC-FOHLBASE-005-0047-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","47","47","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L47","bf74eeeb1cb49468fabe4ba08adc919eaa00706bc4de16a5aa9c615537348bdd","268","0","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 雷赛智能 | 首批9 | PENDING_OUTPUT_REVIEW / NOT_OUTPUT_PASS | first_batch9_field_downgrade_scope_20260705.csv;first_batch9_body_strong_field_annotation_scope_20260705.csv | 收入 / 订单、产能 / 产销、客户供货、ASP / 毛利 / 寿命继续降读 |"
"FOHLSRC-FOHLBASE-005-0048-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L48","3219930a65c34826ebfe2e60761ad7218a9b6ef7babbc0f3e55033fa6dac6fa1","268","2","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 步科股份 | 首批9 | PENDING_OUTPUT_REVIEW / NOT_OUTPUT_PASS | first_batch9_field_downgrade_scope_20260705.csv;first_batch9_body_strong_field_annotation_scope_20260705.csv | 收入 / 订单、产能 / 产销、客户供货、ASP / 毛利 / 寿命继续降读 |"
"FOHLSRC-FOHLBASE-005-0048-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L48","3219930a65c34826ebfe2e60761ad7218a9b6ef7babbc0f3e55033fa6dac6fa1","268","0","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 步科股份 | 首批9 | PENDING_OUTPUT_REVIEW / NOT_OUTPUT_PASS | first_batch9_field_downgrade_scope_20260705.csv;first_batch9_body_strong_field_annotation_scope_20260705.csv | 收入 / 订单、产能 / 产销、客户供货、ASP / 毛利 / 寿命继续降读 |"
"FOHLSRC-FOHLBASE-005-0049-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L49","e0540d5cf0739013cad78001ee6c1448d1442c85fb45b8a347aefa08310d0c86","268","2","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 绿的谐波 | 首批9 | PENDING_OUTPUT_REVIEW / NOT_OUTPUT_PASS | first_batch9_field_downgrade_scope_20260705.csv;first_batch9_body_strong_field_annotation_scope_20260705.csv | 收入 / 订单、产能 / 产销、客户供货、ASP / 毛利 / 寿命继续降读 |"
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"FOHLSRC-FOHLBASE-005-0054-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","54","54","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L54","963df72fe5f06744b8a28277dccbe3d6ba5fc9d802877a23166827307512520a","268","0","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 三花智控 | 首批9 | PENDING_OUTPUT_REVIEW / NOT_OUTPUT_PASS | first_batch9_field_downgrade_scope_20260705.csv;first_batch9_body_strong_field_annotation_scope_20260705.csv | 收入 / 订单、产能 / 产销、客户供货、ASP / 毛利 / 寿命继续降读 |"
"FOHLSRC-FOHLBASE-005-0055-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","55","55","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L55","89f3b0bf2d8ed1d7c33c0de094572a9544d36b645b975e0b1db1084a92b1188f","268","2","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 汇川技术 | 首批9 | PENDING_OUTPUT_REVIEW / NOT_OUTPUT_PASS | first_batch9_field_downgrade_scope_20260705.csv;first_batch9_body_strong_field_annotation_scope_20260705.csv | 收入 / 订单、产能 / 产销、客户供货、ASP / 毛利 / 寿命继续降读 |"
"FOHLSRC-FOHLBASE-005-0055-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","55","55","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L55","89f3b0bf2d8ed1d7c33c0de094572a9544d36b645b975e0b1db1084a92b1188f","268","0","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 汇川技术 | 首批9 | PENDING_OUTPUT_REVIEW / NOT_OUTPUT_PASS | first_batch9_field_downgrade_scope_20260705.csv;first_batch9_body_strong_field_annotation_scope_20260705.csv | 收入 / 订单、产能 / 产销、客户供货、ASP / 毛利 / 寿命继续降读 |"
"FOHLSRC-FOHLBASE-005-0057-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","57","57","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L57","bab6d24894d53db81d162cc8cf5265bf855bd694dc81447d9e80a9cb32ccba85","172","1","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","边界:本节不代表输出通过、对外交付、完成状态、正式扩池、正式公司池确认或强字段升级;后续需通过 NEXT-ROBOT-030 单独复审。"
"FOHLSRC-FOHLBASE-005-0057-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","95cd81e30ccfd80e4a659f10a6dd4d11b61a4443c4c787daf6cef43a86d3c994","57","57","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md#L57","bab6d24894d53db81d162cc8cf5265bf855bd694dc81447d9e80a9cb32ccba85","172","0","NONE_IN_LINE","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/公司横向同步总表.md","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","边界:本节不代表输出通过、对外交付、完成状态、正式扩池、正式公司池确认或强字段升级;后续需通过 NEXT-ROBOT-030 单独复审。"
"FOHLSRC-FOHLBASE-006-0004-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","4","4","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L4","29e3c035779e705b933001216d784b3b81fa66e0ea7e5e1da927d0659cc2a9e0","33","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> case_id: ANA-ROBOT-INDUSTRY-001"
"FOHLSRC-FOHLBASE-006-0005-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L5","190ce0e7ffd5eaee5af6e606354670e57c4c578eb4ad1461a0db04bd08860b29","55","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> run_id: RUN-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"FOHLSRC-FOHLBASE-006-0005-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L5","190ce0e7ffd5eaee5af6e606354670e57c4c578eb4ad1461a0db04bd08860b29","55","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> run_id: RUN-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"FOHLSRC-FOHLBASE-006-0006-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","6","6","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L6","ad362c060d06a95bd6db51db36da4d60567782ec40cfc21000f64abdd745f3d4","41","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> batch_id: BATCH-ANA-ROBOT-MIGRATION-002"
"FOHLSRC-FOHLBASE-006-0007-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L7","fc92d9f8c86cbb689b77e6aa6a916b38a0747d9a4a7b870534f869c497049bf6","122","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> status: BATCH002_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW / SNAPSHOT_EXECUTION_PREPARED_NOT_OUTPUT_PASS"
"FOHLSRC-FOHLBASE-006-0007-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L7","fc92d9f8c86cbb689b77e6aa6a916b38a0747d9a4a7b870534f869c497049bf6","122","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> status: BATCH002_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW / SNAPSHOT_EXECUTION_PREPARED_NOT_OUTPUT_PASS"
"FOHLSRC-FOHLBASE-006-0010-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","10","10","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L10","490ce7b9c81c928bee290b759925fae40bf0c9d3419f9ab7286b5fe464f37718","90","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> candidate_freeze: ../../../manifest/second_batch_execution_candidate_freeze_20260704.csv"
"FOHLSRC-FOHLBASE-006-0011-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","11","11","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L11","f3100b18b4f05ddc370c125b195513f4e9b6e699a55d610b05f6ea6ae72f6703","108","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> fact_execution_version: ../../../evidence/candidate_fact_execution_version_second_batch_core8_20260704.csv"
"FOHLSRC-FOHLBASE-006-0012-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","12","12","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L12","3653fa69304dd02dd742a0828ad24e679ca334479bb97feeb5fd70c1b2601788","86","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> field_summary_cn: ../../../evidence/second_batch_core7_field_summary_cn_20260704.csv"
"FOHLSRC-FOHLBASE-006-0013-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","13","13","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L13","57818180034d79f45bdbf74f6b143fb8425c2fd377065404dcbe930f3f4d01a9","94","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> body_downgrade_scope: ../../../evidence/second_batch_core7_body_downgrade_scope_20260704.csv"
"FOHLSRC-FOHLBASE-006-0017-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","17","17","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L17","e395adef2e455830de76398fc1042ecae3a54f2a894af760062a210eefd265a7","73","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> paragraph_rewrite_run: RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001"
"FOHLSRC-FOHLBASE-006-0017-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","17","17","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L17","e395adef2e455830de76398fc1042ecae3a54f2a894af760062a210eefd265a7","73","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> paragraph_rewrite_run: RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001"
"FOHLSRC-FOHLBASE-006-0018-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","18","18","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L18","75e6a36107307fb35359bd26ae694899a3a0a877951e81f8b84f7a5ee82eeb3a","110","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> primary_source_snapshot_plan: ../../../evidence/second_batch_core7_primary_source_snapshot_plan_20260704.csv"
"FOHLSRC-FOHLBASE-006-0022-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","22","22","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L22","49fd9fc2309aa8c5fd777a37442025b6c31aa112d370311394f97814971bf72e","70","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> snapshot_execution_run: RUN-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001"
"FOHLSRC-FOHLBASE-006-0022-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","22","22","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L22","49fd9fc2309aa8c5fd777a37442025b6c31aa112d370311394f97814971bf72e","70","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> snapshot_execution_run: RUN-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001"
"FOHLSRC-FOHLBASE-006-0023-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","23","23","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L23","ad1bf8ca7f56956f90c5e796e3a0bcac5930b992c295bbbe2fd2e0f09b07e387","92","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> evidence_summary_cn: ../../../evidence/second_batch_core7_evidence_summary_cn_20260704.csv"
"FOHLSRC-FOHLBASE-006-0024-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","24","24","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L24","0f88de0fc7b8d3e647f532ab818cea5afe7ff53f99963af4adc7bc4ddac7d46d","89","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> page_extract_manifest: ../../../evidence/primary_source_page_extract_core7_20260704.csv"
"FOHLSRC-FOHLBASE-006-0025-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","25","25","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L25","13e9af41b430cdbaeb893d4524fdcad2cce54ef0345569f7e08369cafd169593","90","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> snapshot_manifest: ../../../evidence/primary_source_snapshot_manifest_core7_20260704.csv"
"FOHLSRC-FOHLBASE-006-0026-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","26","26","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L26","efe2c4b882698490a74cca75da3dad9a8077b09bd418bac109d25a549673fe1d","100","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> paragraph_rewrite_scope: ../../../evidence/second_batch_core7_paragraph_rewrite_scope_20260704.csv"
"FOHLSRC-FOHLBASE-006-0027-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","27","27","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L27","e36a6b5c3e4e8f581bb5f42a36ef184b096a620ba47c87e757f1fec3672d054f","63","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> source_review: AUDIT-ANA-ROBOT-SECOND-BATCH-OUTPUT-REPAIR-001"
"FOHLSRC-FOHLBASE-006-0027-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","27","27","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L27","e36a6b5c3e4e8f581bb5f42a36ef184b096a620ba47c87e757f1fec3672d054f","63","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> source_review: AUDIT-ANA-ROBOT-SECOND-BATCH-OUTPUT-REPAIR-001"
"FOHLSRC-FOHLBASE-006-0028-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","28","28","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L28","61a7c6d99ea21c1856967fd8326464d9cf7fe7a462e79ad592be4c086835a06f","48","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> source_message: msg_20260704195534274_2e32aa67"
"FOHLSRC-FOHLBASE-006-0029-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","29","29","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L29","9e0c1b16d411cb585c2ee533a843d8eff690a2c4f2b5785cb10c1ffb837563e8","25","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> frozen_date: 2026-07-04"
"FOHLSRC-FOHLBASE-006-0031-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","31","31","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L31","c660f965465b67c897c12358553bc38c982b164a29633697907ca77d31a24dfa","33","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0. 第二批迁移输出门禁"
"FOHLSRC-FOHLBASE-006-0033-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L33","ef7873e75d7860878bc3f1d4ed1c5e22734d24b8f6ad28b185ee6a22798516d6","128","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 本页仅是项目体系内第二批迁移待审草稿,不代表审核通过、正式扩池、完成状态或对外交付。"
"FOHLSRC-FOHLBASE-006-0034-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L34","348ebd2670ef608e5414f636136d1934039aacd1e24ab0caad15e1a509c0f49d","109","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 核心 7:埃斯顿、奥普特、长光华芯、天准科技、凌云光、禾川科技、双环传动。"
"FOHLSRC-FOHLBASE-006-0036-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","36","36","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L36","fdfe29b1487f40edd810bf3a0d459db983a0b8d36cac83c100e91127dd1912fa","221","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 12 个相邻 / 供应链候选继续排除:鼎通科技、恒锋工具、飞荣达、宏发股份、沃尔德、鹏辉能源、日发精机、嵘泰股份、沃特股份、立讯精密、中石科技、银轮股份。"
"FOHLSRC-FOHLBASE-006-0037-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","37","37","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L37","bcb330c160f2f5a8ab16c1a4e3a90bf627f0725fb4982ef2a5e14c3c9aef5d96","132","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 本公司 primary source 核验摘要:范围 / 产品层支持 2 条,强字段仍缺口 0 条,缺口 / 边界保留 7 条。"
"FOHLSRC-FOHLBASE-006-0038-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","38","38","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L38","48cf1a1be2cab12ed1247a34c68ffbd6a7700aa9db45547e6986eb7c07998fd8","197","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 收入 / 订单、产能 / 产销、客户供货、ASP / 毛利 / 寿命等强字段全部维持 `DATA_GAP_REVIEW` 或 `PENDING_PRIMARY_SOURCE_REVIEW`,不得从范围 / 产品层证据升级。"
"FOHLSRC-FOHLBASE-006-0040-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","40","40","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L40","457969e30c0fd618d1104dd272d566126ea512bbd72c4d5a2cd5e203b1debc20","139","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 正文保留既有研究成果承接内容;下表和 0.2 节给出本轮输出前必须保留的字段级与段落组级降读口径。"
"FOHLSRC-FOHLBASE-006-0042-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","42","42","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L42","98f095c434a1f05171fda355bb1a7917417de2c2b2e5154bfed505335ee38c48","37","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.1 待核验事实 / 缺口结构"
"FOHLSRC-FOHLBASE-006-0046-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L46","752fd3d009f972eb74332b800f99c4645fde092320aa42622a72c4316c7243c9","400","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人定位 | `PRIMARY_SOURCE_VERIFIED_SUPPORTS_SCOPE_OR_PRODUCT / 范围 / 产品层支持` | 仅作为范围 / 产品层待审输出,不代表强字段成立 | `CORE8_CANDIDATE_FACT_NEEDS_PRIMARY_CHECK` | 官方或既有来源可支持伺服、控制、电驱关节、编码器等机器人相关产品方向的范围 / 产品层相关性;量产、收入、客户和毛利仍需补证。 |"
"FOHLSRC-FOHLBASE-006-0047-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","47","47","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L47","ab1d5568a7e8c5a5a518a1f22bc1e0ed8be213833b303cc8e14f2951ae8ce282","400","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产业链环节 | `PRIMARY_SOURCE_VERIFIED_SUPPORTS_SCOPE_OR_PRODUCT / 范围 / 产品层支持` | 仅作为范围 / 产品层待审输出,不代表强字段成立 | `CORE8_CANDIDATE_FACT_NEEDS_PRIMARY_CHECK` | 官方或既有来源可支持伺服、控制、电驱关节、编码器等机器人相关产品方向的范围 / 产品层相关性;量产、收入、客户和毛利仍需补证。 |"
"FOHLSRC-FOHLBASE-006-0048-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L48","4e028fe91e40acc8df1dd97561faddccd2738ececa03df91b1e2723c877aa066","332","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心判断 | `GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE / 缺口 / 边界保留` | 移入待核验事实 / 缺口结构;不得写成正式事实 | `CORE8_STRONG_FIELD_GAP_OR_BOUNDARY` | 按事实层执行版保留缺口或边界;本轮不新增强结论,后续只有补到官方可复核来源后才能升级。 |"
"FOHLSRC-FOHLBASE-006-0049-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L49","33d63e74473aa62c3321ababc61ccbaf003441fc1e5b08bc6835c02a44747bd1","344","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人产品 / 方案 | `GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE / 缺口 / 边界保留` | 移入待核验事实 / 缺口结构;不得写成正式事实 | `CORE8_STRONG_FIELD_GAP_OR_BOUNDARY` | 按事实层执行版保留缺口或边界;本轮不新增强结论,后续只有补到官方可复核来源后才能升级。 |"
"FOHLSRC-FOHLBASE-006-0050-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","50","50","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L50","9c78b92cc0ad6a951f37e016ce230144fecedbbb6721913de546874927fd6e91","383","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 收入 / 订单 | `GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE / 缺口 / 边界保留` | 移入待核验事实 / 缺口结构;不得写成正式事实 | `CORE8_STRONG_FIELD_GAP_OR_BOUNDARY` | 已执行官方来源核验,未核验到机器人专项收入、订单金额或营收占比等强字段披露;本字段保留为收入 / 订单缺口,不写正式事实。 |"
"FOHLSRC-FOHLBASE-006-0051-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","51","51","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L51","68e5bcab937c6271b0bf950b44b9702888dd5d329fa354235a0e792f2a332d16","383","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产能 / 产销 / 利用率 | `GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE / 缺口 / 边界保留` | 移入待核验事实 / 缺口结构;不得写成正式事实 | `CORE8_STRONG_FIELD_GAP_OR_BOUNDARY` | 未核验到机器人专项产量、销量、产能利用率或出货规模的官方可复核披露;本字段保留为产能 / 产销缺口,不写正式事实。 |"
"FOHLSRC-FOHLBASE-006-0052-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","52","52","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L52","fe7fb8ccecf1b629170bdf89b933a9b58fe7e71bb86ca026b86a39be9658356e","347","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户供货状态 | `GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE / 缺口 / 边界保留` | 移入待核验事实 / 缺口结构;不得写成正式事实 | `CORE8_STRONG_FIELD_GAP_OR_BOUNDARY` | 未核验到客户名称、供货状态、主供 / 独供或供货份额的官方可复核披露;本字段保留为客户供货缺口。 |"
"FOHLSRC-FOHLBASE-006-0053-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","53","53","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L53","a99a488be296d28f0bd47a062bb0e58d61146fb0667db1695975f171bff882fd","360","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP / 毛利 / 寿命 | `GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE / 缺口 / 边界保留` | 移入待核验事实 / 缺口结构;不得写成正式事实 | `CORE8_STRONG_FIELD_GAP_OR_BOUNDARY` | 未核验到 ASP、毛利率、寿命、更换周期或交付周期等官方可复核披露;本字段保留为价值量 / 毛利 / 寿命缺口。 |"
"FOHLSRC-FOHLBASE-006-0054-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","54","54","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L54","62b066e8ddd1f266f414ed8ab7bc88c2595616448d640d5f651a4a1b40272b99","369","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 强字段缺口边界 | `GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE / 缺口 / 边界保留` | 移入待核验事实 / 缺口结构;不得写成正式事实 | `CORE8_STRONG_FIELD_GAP_OR_BOUNDARY` | 强字段仍缺少 primary source 级别的事实值、证据位置和结论强度支撑;本轮只记录缺口编号、影响范围和后续补证要求。 |"
"FOHLSRC-FOHLBASE-006-0056-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","56","56","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L56","6c2c3796aef870b4393eac74f6d4cef2c2bcc261bec21c9733c4e69e66e2186f","37","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.2 正文级降读和证据标注"
"FOHLSRC-FOHLBASE-006-0062-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","62","62","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L62","aea435902e6545f8a2a273a36a41c8d86b4ab5dd5740977b3b36dd2fcfe93c3e","318","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司结论与基本判断 | 机器人定位、核心判断、产品 / 方案 | 保留为范围 / 产品层待审读法;不得写成正式公司结论、投资排序或收益判断 | 以 0.1 表中的范围 / 产品层记录为准 | 输出通过前补官方页码、产品页或人工快照作为可复核证据 |"
"FOHLSRC-FOHLBASE-006-0063-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","63","63","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L63","e37ca234b65d6a7bd9a728304a3ba5288ff89e877b1e76cf3d6807f0c779cf7e","354","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 收入、利润、订单和营收占比 | 收入、订单、机器人业务占比、利润弹性 | 统一降读为 DATA_GAP_REVIEW 或 PENDING_PRIMARY_SOURCE_REVIEW;不得作为机器人专项收入或订单事实 | 以 0.1 中强字段缺口 / 边界记录为准 | 补年报页码级抽取、交易所公告、官方 IR 或客户侧可复核来源 |"
"FOHLSRC-FOHLBASE-006-0064-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","64","64","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L64","2e120f5a04dbe449ccf7988776a5c27b662e146dc9f15138c7a94b52a93b9cc7","327","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产量、销量、产能、市场份额 | 出货量、产销、产能利用率、市占率、批量供货 | 统一降读为待核验线索;不得推导供给能力、份额或规模地位 | 以 0.1 中产能 / 产销 / 利用率记录为准 | 补官方产销表、年报表格、产品线披露或第三方可复核统计 |"
"FOHLSRC-FOHLBASE-006-0065-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","65","65","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L65","9dc27b888bdc0b0119576645ce4843cc42100dba249073025922a400178ec1dc","318","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户、供应链和供货状态 | 客户名称、供货量、主供 / 独供、份额、复购 | 统一降读为客户 / 供应链待核验线索;不得写成确认供货关系 | 以 0.1 中客户供货状态记录为准 | 补公司公告、客户侧公告、采购 / 中标、官方合作披露或人工快照 |"
"FOHLSRC-FOHLBASE-006-0066-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","66","66","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L66","b35cda1eb510525081ba30764426e81444dc931a6bb47af098ff864a7878fb7c","331","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP、毛利、寿命和交付 | 单价、毛利率、寿命、更换周期、交付周期 | 统一降读为缺口;不得用于单机价值量、盈利弹性或估值敏感性强结论 | 以 0.1 中 ASP / 毛利 / 寿命记录为准 | 补产品报价、分业务毛利、可靠性测试、订单 / 交付周期等官方来源 |"
"FOHLSRC-FOHLBASE-006-0070-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","70","70","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L70","e83ea51691f1c1725cbfeb6a37e4642ea2a0e028b2059c8422cf49e53dfc05c6","37","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.3 正文逐段降读改写记录"
"FOHLSRC-FOHLBASE-006-0072-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","72","72","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L72","467cdb233c9c9006ad09388e26f8af1cad03d1850ed672df39afc2f7bb377d2c","254","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> 本节承接 AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001,并落实 NEXT-ROBOT-027;以下标注已同步插入正文原承接稿对应标题前。正文仍为待审输入,不代表输出通过、对外交付、正式扩池或强字段升级。"
"FOHLSRC-FOHLBASE-006-0072-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","72","72","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L72","467cdb233c9c9006ad09388e26f8af1cad03d1850ed672df39afc2f7bb377d2c","254","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 本节承接 AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001,并落实 NEXT-ROBOT-027;以下标注已同步插入正文原承接稿对应标题前。正文仍为待审输入,不代表输出通过、对外交付、正式扩池或强字段升级。"
"FOHLSRC-FOHLBASE-006-0076-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","76","76","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L76","10a4dd15489091ebef71f5ede8371febace78bd4c93215c46f11d9e5a5b8bc86","280","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司结论与基本判断 | ## 1. 公司结论 | 机器人定位、核心判断、产品 / 方案 | 保留为范围 / 产品层待审线索,不写成审核通过结论、投资排序或对外交付事实。 | 补官方页码级证据、产品页或官方可复核快照。 |"
"FOHLSRC-FOHLBASE-006-0077-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","77","77","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L77","29b20a36f783c9814ecc7298587d5712f3d64a2a49c4426076545ed51e568626","326","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 收入、利润、订单和营收占比 | ## 5. 收入、利润与营收占比 | 收入、订单、机器人业务占比、利润弹性 | 统一降读为待核验事实 / 缺口,不写机器人专项收入、订单或利润事实。 | 补年报页码级抽取、交易所公告、官方 IR 或客户侧可复核来源。 |"
"FOHLSRC-FOHLBASE-006-0078-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","78","78","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L78","6218b34fc0214a16a9e6d91aa769b4b7b7823ccf7f608429a42c05627f7adb83","334","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产量、销量、产能、市场份额 | ## 6. 产量、销量、产能与产能利用率 | 出货量、产销、产能利用率、市占率、批量供货 | 统一降读为待核验线索,不据此推导供给能力、份额或规模地位。 | 补官方产销表、年报表格、产品线披露或第三方可复核统计。 |"
"FOHLSRC-FOHLBASE-006-0079-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","79","79","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L79","9923ffc153cf92c10dde1339f8abb210b43924582d751f8a84d9f65b8ebdc848","319","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户、供应链和供货状态 | ## 7. 客户、供应链与供货状态 | 客户名称、供货量、主供 / 独供、份额、复购 | 统一降读为客户 / 供应链待核验线索,不写成确认供货关系。 | 补公司公告、客户侧公告、采购 / 中标、官方合作披露或人工快照。 |"
"FOHLSRC-FOHLBASE-006-0080-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","80","80","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L80","ac708d1f541deaec398bf233636fab5ea09c8bf9ed54c0bc9dda42fbadd81483","334","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP、毛利、寿命和交付 | ## 8. ASP、寿命、交付与售后 | 单价、毛利率、寿命、更换周期、交付周期 | 统一降读为价值量 / 盈利 / 寿命缺口,不支撑单机价值量或盈利弹性强结论。 | 补产品报价、分业务毛利、可靠性测试、订单 / 交付周期等官方来源。 |"
"FOHLSRC-FOHLBASE-006-0081-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","81","81","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L81","7aef46fd1dd3b08287c8931baf227718e80e9e1a3114d3c457366dc64c7ab343","310","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 成本结构与盈利敏感性 | ## 9. 成本结构与利润弹性 | 成本拆分、毛利率、单机价值量、国产替代弹性 | 统一降读为成本结构待核验线索,不写成盈利弹性或价值量结论。 | 补官方成本、分业务毛利、产品价格或可复核的第三方统计。 |"
"FOHLSRC-FOHLBASE-006-0082-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","82","82","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L82","35cf8a8c149f791a3f0e7e298c962d58d3fd613fd3e06c3f8a7aa99c688da106","287","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 增量方向、确定性和弹性 | ## 10. 增量来自哪里 | 增量来源、确定性、弹性、投资读法 | 仅保留为研究观察方向,不构成投资排序、交易建议或收益承诺。 | 输出通过前改写为观察条件、触发条件、失效条件和风险。 |"
"FOHLSRC-FOHLBASE-006-0083-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","83","83","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L83","9491ab8d9ea3796a45902345b925ac6d73ba4fc7d975f705b31839a5bbebf5bd","64","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.4 primary source 快照 / 页码级证据补强执行记录"
"FOHLSRC-FOHLBASE-006-0085-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","85","85","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L85","09de611b1a660d8132e7e0e9dbe3a88569381d30c01b13d7398028933c197098","407","3","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> 本节承接 AUDIT-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001、AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001 返修意见和 NEXT-ROBOT-028A。本轮仅修复公司页占位符并写入真实页码抽取状态;不重跑已冻结的 18 条快照 manifest、7 条 page extract 表和 63 条中文证据摘要,也不代表输出通过、对外交付、完成状态、正式扩池或强字段升级。"
"FOHLSRC-FOHLBASE-006-0085-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","85","85","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L85","09de611b1a660d8132e7e0e9dbe3a88569381d30c01b13d7398028933c197098","407","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 本节承接 AUDIT-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001、AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001 返修意见和 NEXT-ROBOT-028A。本轮仅修复公司页占位符并写入真实页码抽取状态;不重跑已冻结的 18 条快照 manifest、7 条 page extract 表和 63 条中文证据摘要,也不代表输出通过、对外交付、完成状态、正式扩池或强字段升级。"
"FOHLSRC-FOHLBASE-006-0089-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","89","89","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L89","f5f1b01ed019f5479febe5d9aeb05cbd73469779cfb3125f865e7cb3dbef3aab","142","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 快照执行状态 | 已就本公司官方来源形成 3 条可复核快照 / PDF 复用记录,1 条下载或页码抽取缺口记录。 |"
"FOHLSRC-FOHLBASE-006-0093-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","93","93","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L93","79babf365abdd87781088a07a84de9cf4a771ea7335df2df3fa38054ac74f994","290","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 字段级边界 | 9 个字段的中文摘要见 second_batch_core7_evidence_summary_cn_20260704.csv;收入 / 订单、产能 / 产销、客户供货、ASP / 毛利 / 寿命、市场份额、主供 / 独供等强字段未获 reviewer 输出审核通过前继续降读或保留缺口。 |"
"FOHLSRC-FOHLBASE-006-0098-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","98","98","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L98","b76be381ea71d5279935fba8d940d153f642207020e7dac18e69015f3afaf465","17","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 版本:v0.2"
"FOHLSRC-FOHLBASE-006-0100-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","100","100","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L100","4f51f415f6a8aec90109272855f1ec57f4a1540d3d5f43bb7f0a8460bdfa9943","23","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 日期:2026-06-03"
"FOHLSRC-FOHLBASE-006-0103-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","103","103","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L103","a766380d87639ca42a40c7cb265eb993197997ac37290a0e684bb38d7adeb614","158","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 证据等级:A 年报/公告/招股书/采购公告;B 官网/产品手册/IR;C 研报引用公告或公司口径;D 媒体/渠道;E 分析判断。"
"FOHLSRC-FOHLBASE-006-0105-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","105","105","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L105","ec60add12c689075415d8e3e309f0116c0b059e1ce8e895156f4100bb3aae402","439","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> 段落级降读标注(PRW-CORE7-20260704-禾川科技-01-CONCLUSION):本段来自既有研究承接稿,只能按 `SCOPE_OR_PRODUCT_ONLY_PENDING_OUTPUT_REVIEW` 读取;涉及机器人定位、核心判断、产品 / 方案时,保留为范围 / 产品层待审线索,不写成审核通过结论、投资排序或对外交付事实。输出通过前必须满足:补官方页码级证据、产品页或官方可复核快照。"
"FOHLSRC-FOHLBASE-006-0105-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","105","105","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L105","ec60add12c689075415d8e3e309f0116c0b059e1ce8e895156f4100bb3aae402","439","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 段落级降读标注(PRW-CORE7-20260704-禾川科技-01-CONCLUSION):本段来自既有研究承接稿,只能按 `SCOPE_OR_PRODUCT_ONLY_PENDING_OUTPUT_REVIEW` 读取;涉及机器人定位、核心判断、产品 / 方案时,保留为范围 / 产品层待审线索,不写成审核通过结论、投资排序或对外交付事实。输出通过前必须满足:补官方页码级证据、产品页或官方可复核快照。"
"FOHLSRC-FOHLBASE-006-0107-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","107","107","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L107","00c3ed02422ee43512a72d9daa9369705c70551c0e064a4450465ea3659a569e","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 1. 公司结论"
"FOHLSRC-FOHLBASE-006-0109-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","109","109","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L109","4d032ffca189f0364bf8d5850dfa10700e1ada6c9f3ada030e04876a6acc06e0","463","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","禾川科技(688320.SH)是工业自动化解决方案厂商,机器人端的特点是布局宽:从工业伺服、控制器、电机,到电驱关节、空心杯电机、微型力矩电机、中空紧凑编码器、力矩电机,再到 SCARA 机器人和人形机器人原型机。但从投资分析和产业链验证角度看,公司目前仍属于“早期布局 / 技术与生态合作待验证”类型,不宜放入机器人业绩兑现型玩家。"
"FOHLSRC-FOHLBASE-006-0111-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","111","111","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L111","8295d9cd04f1ab236ff2060ae9ce0bbba3b606ba871a840f9959378b62562e13","596","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","公司机器人线索较多:研报称公司已成立浙江禾川人形机器人有限公司,并完成 YOLO 01 人形机器人原型机;2024 年 11 月 15 日,华为具身智能中心与禾川人形机器人等 16 家企业签署合作备忘录;另据《科创板日报》报道,禾川在人形机器人领域已有小规模量产并向研究机构供货,用于“大脑”和具身智能研究,订单大概在几百万元到千万元之间。上述信息说明公司具备产品和生态卡位,但订单规模、客户名称、产品结构、毛利和量产能力仍未披露。"
"FOHLSRC-FOHLBASE-006-0113-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","113","113","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L113","8746a6af8d72b21db8fcec7e5803f364752c98dd6ad1f9b586d4e791628e3223","559","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","财务端是当前最大约束。2024 年前三季度公司营收约 6.44 亿元,同比下降 27.28%;归母净利润亏损约 0.81 亿元。研报预测 2024-2026 年归母净利润分别为 -1.27 亿元、0.02 亿元、0.67 亿元。业绩承压的原因包括新能源行业客户需求下降、研发投入增加、新增项目投入、募投项目转固带来折旧增加等。因此禾川的核心看点不是短期利润兑现,而是传统工控需求复苏、博世合作、机器人产品能否从样机和研究机构订单进入批量客户。"
"FOHLSRC-FOHLBASE-006-0115-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","115","115","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L115","ad3f2087b702e9b0b2434495c63a1e30aaaf159ead77e1918e65c14ce3cd2383","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 2. 基本信息"
"FOHLSRC-FOHLBASE-006-0120-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","120","120","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L120","3436ea878156b3b08e4ee2dc9f2fd009025272856a2cec2e13fb75a74b2c208a","32","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 股票代码 | 688320.SH | A |"
"FOHLSRC-FOHLBASE-006-0123-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","123","123","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L123","93a3e156783727e30f52d6c3abe13ca8b1f6144bd8126ca313ae0141486c1009","160","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人相关定位 | 电驱关节、空心杯电机、微型力矩电机、中空紧凑编码器、力矩电机、SCARA 机器人、YOLO 01 原型机 | C |"
"FOHLSRC-FOHLBASE-006-0124-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","124","124","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L124","d48413d2721ee35cb4a96c3158b599ed09af863908d05ba894e12fd772058033","119","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 战略合作 | 华为具身智能中心合作备忘录线索;博世战略入股及自动化合资公司线索 | C |"
"FOHLSRC-FOHLBASE-006-0125-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","125","125","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L125","dbe22fee460184fe451ec8c9e8e0221296f73d28ea7be0c5724de76c0ecc2b6e","116","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心判断 | 产品布局早且宽,但机器人业务仍需订单、收入、毛利和量产能力验证 | E |"
"FOHLSRC-FOHLBASE-006-0127-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","127","127","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L127","39e69dcef80f06300f88ce6dba1b987ed79f959794e5b06d3cbc1fe98d2f75aa","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 3. 所属产业链环节"
"FOHLSRC-FOHLBASE-006-0131-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","131","131","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L131","5db209dc7085e1fc1195c78a8d832511335adb8041775a4f6b547bb5e0e2ec23","154","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 上游 / 中游 | 编码器 | 中空型紧凑编码器、编码器扩展能力 | 人形机器人关节适配线索重要,但参数和客户未披露 |"
"FOHLSRC-FOHLBASE-006-0133-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","133","133","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L133","8f1bf898195aab3ba68852863969d0213eef99370ecaa42bac4bd170f5329d61","127","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中游 | 电驱关节 | 动力驱动、电驱关节、力矩电机 | 机器人相关性高,但收入和供货阶段不清 |"
"FOHLSRC-FOHLBASE-006-0134-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","134","134","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L134","20dc5ff650233b5380d38ed7c302b90bc690641d246365ee0126cc871b77b001","142","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中游 | 微型运动部件 | 灵巧手周边空心杯电机、微型力矩电机 | 与灵巧手 / 微关节相关,但缺客户和出货 |"
"FOHLSRC-FOHLBASE-006-0135-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","135","135","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L135","2c01147f9e19e52e1f87c15d1673c8a95a9a82529ad4a28c7d38cdb08f47baa7","186","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 下游 / 系统 | 工业机器人 / 人形本体 | SCARA 机器人、YOLO 01 人形机器人原型机 | 更像展示集成能力和生态卡位,不宜直接视作整机业务成熟 |"
"FOHLSRC-FOHLBASE-006-0137-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","137","137","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L137","ba20cf70d76100f27080316b4f669b8002fc26c708f182ccb8b539f9b660aba8","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 4. 机器人相关产品"
"FOHLSRC-FOHLBASE-006-0141-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","141","141","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L141","338701c7385ef370c6bead14d43830c8fdc337591bb7b281daaa490e63ddef04","142","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| YOLO 01 人形机器人 | 研报称公司已完成 YOLO 01 人形机器人原型机 | 原型机阶段,量产和商业订单未披露 | C |"
"FOHLSRC-FOHLBASE-006-0142-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","142","142","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L142","c4efd18156ea54108b70203b6ee7f3ff03e6acbe7b097f19ae0731ddd13b4b0d","122","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 电驱关节 | 面向人形机器人新赛道的核心研发方向之一 | 产品细节、客户和收入未披露 | C |"
"FOHLSRC-FOHLBASE-006-0143-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","143","143","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L143","ee97c5e5cc3b8624818eefccea4a22e3be7c82bd81362fd7dca3e120e7d1840a","113","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 空心杯电机 | 灵巧手周边空心杯电机 | 与灵巧手相关,但产品参数和订单未披露 | C |"
"FOHLSRC-FOHLBASE-006-0145-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","145","145","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L145","9dcbb218548a21ee77b5c1dd3a910d95f25407fbc89e67237f1c4c49518b853f","146","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中空紧凑编码器 | 面向机器人关节的位置反馈 | 机器人编码器国产替代线索,缺分辨率、精度、寿命、ASP | C |"
"FOHLSRC-FOHLBASE-006-0146-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","146","146","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L146","7a987fcd7647c2a22821218955c1314d4678ff9f9dab8bd5fddea178fa9abd5b","113","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 力矩电机 | 机器人关节或高动态运动部件 | 需确认无框 / 有框、功率密度和客户 | C |"
"FOHLSRC-FOHLBASE-006-0147-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","147","147","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L147","384a9b1db4f834badd8f36ede4bf0afca6ad69f9bf245c4d5078a91e44d776ac","182","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| SCARA 工业机器人 | 3-20kg 负载、400-1000mm 臂展,支持定制丝杆长度、洁净型版本 | 工业机器人产品相对成熟,属于存量工业自动化场景 | C |"
"FOHLSRC-FOHLBASE-006-0148-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","148","148","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L148","824fa88276c9e3d219f4bdabcd470ea2cf2de8e17d1772923048ce0cbe18245b","209","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业机器人控制功能 | 支持拖动示教、碰撞保护、IO 扩展、外部轴扩展、编码器扩展、485/232、以太网、Modbus、EtherNet/IP、OPC UA | 体现控制和系统集成能力 | C |"
"FOHLSRC-FOHLBASE-006-0150-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","150","150","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L150","b416d512222202d558600e9ed002884f5cbde702e4f953299987e46c86341154","430","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 段落级降读标注(PRW-CORE7-20260704-禾川科技-02-REVENUE_ORDER):本段来自既有研究承接稿,只能按 `DATA_GAP_REVIEW` 读取;涉及收入、订单、机器人业务占比、利润弹性时,统一降读为待核验事实 / 缺口,不写机器人专项收入、订单或利润事实。输出通过前必须满足:补年报页码级抽取、交易所公告、官方 IR 或客户侧可复核来源。"
"FOHLSRC-FOHLBASE-006-0152-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","152","152","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L152","96ea00535aabee902697e8f166a5fad61aaed8409d591ed5d46fc508e4fe8688","36","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 5. 收入、利润与营收占比"
"FOHLSRC-FOHLBASE-006-0156-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","156","156","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L156","80ad6e53da010400ccd0e8e8a9dd56e769da184f34b685365126834de894c05f","119","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2024 前三季度收入 | 约 6.44 亿元,同比 -27.28% | 传统工控 / 新能源客户需求下滑带来压力 |"
"FOHLSRC-FOHLBASE-006-0157-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","157","157","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L157","1b7706ceb4ed8dfe239451f556c0b009a38ddd8b9b06e3249ccaeac26b2cbad4","84","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2024 前三季度归母净利润 | 亏损约 0.81 亿元 | 当前财务验证弱 |"
"FOHLSRC-FOHLBASE-006-0158-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","158","158","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L158","4d8d5f995ff5b06d2bfb053c73cedd7d7d7798e3981ad9e232992cd63ca2b2db","89","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2024E 归母净利润 | 研报预测 -1.27 亿元 | 亏损年份,短期利润承压 |"
"FOHLSRC-FOHLBASE-006-0159-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","159","159","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L159","7a0d6b745fcc5aea15949726accd2700d9eecfbc927feafb912ee9433fffb9d7","94","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2025E 归母净利润 | 研报预测 0.02 亿元 | 接近盈亏平衡,依赖下游复苏 |"
"FOHLSRC-FOHLBASE-006-0160-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","160","160","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L160","f1f945035469388cf88f98a5f029a7048979c74c011d1fdc6e03094e0d73ccb3","85","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2026E 归母净利润 | 研报预测 0.67 亿元 | 预测修复,不是已实现 |"
"FOHLSRC-FOHLBASE-006-0161-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","161","161","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L161","2d71cae244961c620610b1afd67e83d868849ebd1f7f8fb69e3d5979670ae8b2","65","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2024E 毛利率 | 研报预测 27.7% | 较 2022 / 2023 年低 |"
"FOHLSRC-FOHLBASE-006-0162-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","162","162","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L162","2469f241097ab8a9e179706b28b37d33dbf11be8f6ef267c19d48b9be34fc307","95","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2025E / 2026E 毛利率 | 研报预测 32.1% / 32.7% | 取决于产品结构和需求修复 |"
"FOHLSRC-FOHLBASE-006-0163-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","163","163","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L163","3381cbeb691163685f0fd8f2968f561fbb962541e87b841e7dd3ee0a90fbef71","136","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人订单 | 科创板日报报道口径:几百万元到千万元之间 | 小规模订单线索,非公司正式拆分收入 |"
"FOHLSRC-FOHLBASE-006-0164-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","164","164","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L164","3ef1da2dfd824f22b1757cdbb2c0d023cdce8aa5c375815b1840e85555a31f9c","73","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人收入 | 未披露 | 当前不能量化机器人收入占比 |"
"FOHLSRC-FOHLBASE-006-0166-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","166","166","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L166","52117e383260f77f7ec66939f9db63e7f9f0971c540c044e2936d2b6aad69037","442","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 段落级降读标注(PRW-CORE7-20260704-禾川科技-03-CAPACITY_VOLUME):本段来自既有研究承接稿,只能按 `PENDING_PRIMARY_SOURCE_REVIEW` 读取;涉及出货量、产销、产能利用率、市占率、批量供货时,统一降读为待核验线索,不据此推导供给能力、份额或规模地位。输出通过前必须满足:补官方产销表、年报表格、产品线披露或第三方可复核统计。"
"FOHLSRC-FOHLBASE-006-0168-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","168","168","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L168","a7f367930f0a44d7fef3b3e9eaf9706f155f20432cb123eb4e979d8c8aa02fc1","48","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 6. 产量、销量、产能与产能利用率"
"FOHLSRC-FOHLBASE-006-0172-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","172","172","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L172","8b3aea45cf2ee731f7f51d8d5dc24c3cf7c3968d619bba709bb49151738f3c95","94","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人产能 | 未披露 | 原型机和小规模订单不足以验证量产能力 |"
"FOHLSRC-FOHLBASE-006-0173-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","173","173","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L173","79ee88469e16f3039a808037635f65425a43693033baa9fc2819a5616a800b49","121","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人订单供货 | 科创板日报称小规模量产并供货研究机构 | 需要订单原文和客户侧确认 |"
"FOHLSRC-FOHLBASE-006-0174-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","174","174","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L174","95e991387796e526bbc16752e102f8f0a6a6a1e8635f09e7ef2c920eef3b5cf2","97","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| SCARA 产品覆盖 | 3-20kg 负载、400-1000mm 臂展 | 工业机器人产品线覆盖较广 |"
"FOHLSRC-FOHLBASE-006-0175-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","175","175","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L175","947e963e60bf920511d7c77d6ae8fbb9084d194e0039ef1a3acec5a3035447d7","94","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 定制能力 | 可做丝杆长度定制和洁净型版本 | 体现工业客户适配能力 |"
"FOHLSRC-FOHLBASE-006-0176-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","176","176","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L176","1d357ebce39dbffa17aaaa06c56dc70c26200b6f665ea9f35f598800a599b135","100","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 编码器 / 电驱关节产能 | 未披露 | 后续必须补型号、产线、测试和利用率 |"
"FOHLSRC-FOHLBASE-006-0177-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","177","177","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L177","2275cf3555e82ea1e4b44de822728ecf09b4b09e178a48da17a294e014a678e5","166","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 募投转固 | 数字化工厂、杭州研究院募投项目转固定资产后折旧增加 | 对利润造成短期压力,也说明产能 / 研发投入在扩张 |"
"FOHLSRC-FOHLBASE-006-0179-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","179","179","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L179","2b778716ebbe12770951ce53022d07a3bb050a4dee587f45b1a58d5829946d1d","428","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 段落级降读标注(PRW-CORE7-20260704-禾川科技-04-CUSTOMER_SUPPLY):本段来自既有研究承接稿,只能按 `DATA_GAP_REVIEW` 读取;涉及客户名称、供货量、主供 / 独供、份额、复购时,统一降读为客户 / 供应链待核验线索,不写成确认供货关系。输出通过前必须满足:补公司公告、客户侧公告、采购 / 中标、官方合作披露或人工快照。"
"FOHLSRC-FOHLBASE-006-0181-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","181","181","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L181","3a8b29c24f343e7211009f89e271e51f456be25e2669a9275cad63458df3a619","39","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 7. 客户、供应链与供货状态"
"FOHLSRC-FOHLBASE-006-0185-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","185","185","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L185","22d6d528e2b0fa88fdf63d03a1e433648a9a57b4c9bd83890a24c0d5ad18fe1a","175","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 研究机构客户 | 研报引用媒体称小规模量产供货给研究机构,用于“大脑”和具身智能研究 | 早期客户线索,商业量产价值需谨慎 |"
"FOHLSRC-FOHLBASE-006-0186-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","186","186","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L186","8f50cc5fc58525b9bd390249f4d4329ff4c8a5c9c48f2a9d322c3cbb87e8d829","162","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 华为具身智能中心 | 2024 年 11 月 15 日与禾川人形机器人等 16 家企业签署合作备忘录 | 生态合作线索,不等于收入和订单 |"
"FOHLSRC-FOHLBASE-006-0187-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","187","187","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L187","115ca1994e6c052640d7971b8e9cd5a4f7d1a97ecada98de9d47f757089ba29f","230","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 博世 | 越超有限公司拟向博世中国转让 5% 股份;博世中国有权提名 2 名董事;拟共同设立合资公司 | 有利于自动化 / 电气化方案能力和客户资源,但机器人直接影响待验证 |"
"FOHLSRC-FOHLBASE-006-0188-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","188","188","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L188","2cc3b7113049e5a7a025a60b8da4130de9001220446704def772b20c738eb308","210","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 合资公司 | 乐达博川自动化(上海)有限公司,注册资本 1.2 亿元;博世国际 40%、博世中国 10%、禾川 50% | 主要从事自动化和电气化解决方案及相关产品服务 |"
"FOHLSRC-FOHLBASE-006-0189-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","189","189","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L189","96cbe089af5106c20081a14e2faa37bf9ce6f617b5d5ce93b393ecdf1a2159db","100","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业机器人客户 | 未披露具体客户 | SCARA 产品成熟度需用客户和销量验证 |"
"FOHLSRC-FOHLBASE-006-0190-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","190","190","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L190","4302cb47a95efd919d9d9133ab978fa219926eaea37334184c488ca7a40fb32d","157","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人供应链地位 | 目前不是“别人求着买”的强势供应商,更像早期生态参与者 | 需要从合作备忘录走向批量订单 |"
"FOHLSRC-FOHLBASE-006-0192-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","192","192","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L192","da5639eb96d87b2d88025352a0041ec896cb636c9fbfa89b47b7906450b86d4b","41","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 本体商阵营回填(2026-06-21)"
"FOHLSRC-FOHLBASE-006-0195-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","195","195","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L195","1a36575f6070cbf1084e791eb9147402e9365e1fe9f2444c97b45d9049c2906b","170","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 增量来源:伺服、控制、编码器和运动控制产品若进入机器人关节、产线和设备客户,可从工控国产替代延伸到机器人执行端。"
"FOHLSRC-FOHLBASE-006-0196-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","196","196","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L196","b563785862da0e7bb177867970b1f9645095693ae9c46410a1a08a99979c2fd3","126","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 待验证边界:工控基本盘较硬,人形机器人客户、供货型号、收入占比、ASP 和毛利仍需补证。"
"FOHLSRC-FOHLBASE-006-0198-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","198","198","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L198","de8b955a6bb8938f27292f60cf90b25269d641e38d34c08ea7c0a1ad1ce03a9e","449","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 段落级降读标注(PRW-CORE7-20260704-禾川科技-05-ASP_MARGIN_LIFE):本段来自既有研究承接稿,只能按 `DATA_GAP_REVIEW` 读取;涉及单价、毛利率、寿命、更换周期、交付周期时,统一降读为价值量 / 盈利 / 寿命缺口,不支撑单机价值量或盈利弹性强结论。输出通过前必须满足:补产品报价、分业务毛利、可靠性测试、订单 / 交付周期等官方来源。"
"FOHLSRC-FOHLBASE-006-0200-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","200","200","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L200","28165afe0771553374ae696b75f35d0b289a3aa1a7a934445b8d7bfa9242e09e","36","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 8. ASP、寿命、交付与售后"
"FOHLSRC-FOHLBASE-006-0204-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","204","204","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L204","d835a0bc04030add4605fc2bcd3823368904624962ef1fb59e8fca8da0010780","32","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 电驱关节 ASP | 未披露 |"
"FOHLSRC-FOHLBASE-006-0205-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","205","205","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L205","9a759c35921edbe830700734b6fde7586321c2f42c896ff5807adab92051db58","35","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中空编码器 ASP | 未披露 |"
"FOHLSRC-FOHLBASE-006-0206-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","206","206","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L206","0b47829a32ef1d720423778e655af5059586d97924e3e03b1aea3a40b813de9c","35","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 空心杯电机 ASP | 未披露 |"
"FOHLSRC-FOHLBASE-006-0207-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","207","207","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L207","d512696b8e50c712a3cb090226b88516acb3b86566897b5fe99bfbd1f2f837d9","38","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 微型力矩电机 ASP | 未披露 |"
"FOHLSRC-FOHLBASE-006-0210-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","210","210","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L210","487e5d7d7ea029abb3116efbeb5a79b410d019dd205ab0bde457d583bd36a86e","85","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 供货周期 | 未披露;当前仅有小规模订单和研究机构供货线索 |"
"FOHLSRC-FOHLBASE-006-0211-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","211","211","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L211","ca0b3023c14245d3bf706a886e28836bd03368cccec27bd9a85d1b47869a7c2d","55","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产能利用率 | 未披露机器人业务利用率 |"
"FOHLSRC-FOHLBASE-006-0213-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","213","213","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L213","6e3c16f36b464e4d59fe9b6150b28da5b6db7c1bffb1f53c73542bd33d5b0fe9","427","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 段落级降读标注(PRW-CORE7-20260704-禾川科技-06-COST_STRUCTURE):本段来自既有研究承接稿,只能按 `DATA_GAP_REVIEW` 读取;涉及成本拆分、毛利率、单机价值量、国产替代弹性时,统一降读为成本结构待核验线索,不写成盈利弹性或价值量结论。输出通过前必须满足:补官方成本、分业务毛利、产品价格或可复核的第三方统计。"
"FOHLSRC-FOHLBASE-006-0215-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","215","215","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L215","3da28f4f3d7ccfc946a36b2bd90d87f25241941b251a0dbdc7d5cd759bb52d35","33","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 9. 成本结构与利润弹性"
"FOHLSRC-FOHLBASE-006-0217-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","217","217","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L217","51fc6cdf1defb5053331092d6bb77fd520be529fb9db1afd0732c6f04f710d52","43","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 成本项 | 说明 | 对利润的影响 |"
"FOHLSRC-FOHLBASE-006-0219-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","219","219","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L219","a0a80470a1b7ecbb981fb8078b39b97933ddde672310c6a98cb5604ad8fcd482","154","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 进口原材料 / 关键部件 | 研报风险提示包括重要原材料依赖进口风险 | 若关键材料或器件受限,会影响交付和毛利 |"
"FOHLSRC-FOHLBASE-006-0220-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","220","220","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L220","16c037b3ecd9b02b7783adb7e1094d99f52cae68d78a31bbd7fcaab20cc7989a","154","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 伺服系统成本 | 公司伺服系统收入占比较高,需求波动对收入和利润影响大 | 工控底盘与机器人布局共用部分能力 |"
"FOHLSRC-FOHLBASE-006-0221-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","221","221","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L221","4aff8c7da6e92dda43bc5df3b6be6372b5c5400a33b54e623f863d5c61218693","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 研发投入 | 公司新增逆变、光伏储能、精密导轨丝杆、工业电机项目,并优化控制器、变频器、行业解决方案 | 短期压利润,长期决定产品竞争力 |"
"FOHLSRC-FOHLBASE-006-0222-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","222","222","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L222","e1e2b3845c164b0a4a82eaf93484d4aa7f24a2ca49a19cfdfd31d8cac4ea0453","124","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 折旧 | 数字化工厂和杭州研究院募投项目转固导致折旧增加 | 在收入下滑阶段放大利润压力 |"
"FOHLSRC-FOHLBASE-006-0223-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","223","223","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L223","78d6d844f4bbe27cf61f078abf93f952f5256afaec707ef07219283b9594e8d5","166","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人产品良率 | 未披露,但电驱关节、编码器、空心杯和本体集成都需要高一致性 | 是能否从小规模订单走向量产的关键 |"
"FOHLSRC-FOHLBASE-006-0225-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","225","225","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L225","e093a1301f10da8195809f05332cfbb5f2481d94b34cc85624f9da819314a04f","420","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 段落级降读标注(PRW-CORE7-20260704-禾川科技-07-INCREMENT_LOGIC):本段来自既有研究承接稿,只能按 `RESEARCH_OBSERVATION_ONLY` 读取;涉及增量来源、确定性、弹性、投资读法时,仅保留为研究观察方向,不构成投资排序、交易建议或收益承诺。输出通过前必须满足:输出通过前改写为观察条件、触发条件、失效条件和风险。"
"FOHLSRC-FOHLBASE-006-0227-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","227","227","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L227","79f3448f2515c14f82afa5747df430cb67f148cb4d9b758f574bc4d27e06c945","25","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 10. 增量来自哪里"
"FOHLSRC-FOHLBASE-006-0232-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","232","232","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L232","e63409318c14e45cb5ed1e2d7a92496c8cdc9a41bf7ccda4a01a989dc9da342d","115","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 博世合作 | 股权和合资公司可能带来自动化、电气化方案、客户和管理协同 | 中 | 中 |"
"FOHLSRC-FOHLBASE-006-0239-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","239","239","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L239","43054907802d078de3cfaf89e4654c8a57b3e13cf5a7671eac0b26d9e5774c7f","37","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 11. 团队、治理与组织能力"
"FOHLSRC-FOHLBASE-006-0243-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","243","243","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L243","b197244526ebed94e9ec8d9958d16d98ed5ef94662382fb00cc4ccc9858c976c","386","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 组织与治理 | 研报线索显示公司已成立浙江禾川人形机器人有限公司,并完成 YOLO 01 人形机器人原型机。 | 公司在机器人方向不是单一零部件跟随,而是尝试通过子公司/原型机提升系统理解;但本体化布局尚未证明收入闭环。 | 子公司股权、团队负责人、员工人数、研发投入和财务数据。 |"
"FOHLSRC-FOHLBASE-006-0244-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","244","244","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L244","f2c94b5e97c102f0f3cfce799f5938191a5b96a98f3b92c6797e533bfd970180","299","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 外部合作 | 华为具身智能中心合作备忘录线索、博世股权/合资线索均存在。 | 外部生态能提升可信度和客户资源,但合作备忘录、股权合作不能直接等同为订单和供应链地位。 | 合作协议边界、合资公司订单、客户侧确认。 |"
"FOHLSRC-FOHLBASE-006-0245-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","245","245","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L245","f234312a496876d0b3cee4b07222ff0ff7bcd1aa1e292e3a74917c246183e000","376","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 技术能力 | 产品线覆盖伺服、控制器、电驱关节、空心杯电机、微型力矩电机、中空紧凑编码器、SCARA 和人形原型机。 | 技术布局宽,适合做“平台迁移型玩家”观察;短板在关键产品参数、良率、客户认证和量产收入未披露。 | 型号手册、扭矩/功率密度/精度/寿命、出货量和ASP。 |"
"FOHLSRC-FOHLBASE-006-0246-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","246","246","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L246","4777c27f48ede6510ccb0512b62b6da82308178adf8bc8a1e4ba0e33228cde0f","323","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 经营状态 | 2024 前三季度营收下滑并亏损,研报预测 2024E 亏损、2025E 接近盈亏平衡。 | 财务压力是禾川区别于盈利型工控平台的重要约束,机器人投入能否穿越主业周期需要持续验证。 | 2025 年报、2026 季报、费用率、折旧和机器人业务收入。 |"
"FOHLSRC-FOHLBASE-006-0248-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","248","248","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L248","ef3aa13da497d47cab2889a7bb58cee5a868892fa237501fab2c8c68f382f11d","34","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 12. 证据等级与资料来源"
"FOHLSRC-FOHLBASE-006-0252-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","252","252","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L252","441f12c18ef380fd756bd72c4289eb593e8f7ba43951f5966b61bc878441d24a","285","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 禾川科技本地研报 | `E:/industry/data/report/motor/禾川科技(688320.SH)增持(维持)前瞻布局人形机器人赛道,加大传统行业扩展静待复苏TMT及中小盘通信.38b7abfa0c46.md` | C | 机器人布局、财务预测、华为/博世合作线索。 |"
"FOHLSRC-FOHLBASE-006-0253-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","253","253","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L253","ef14f323fc60876adf9e73e2196c727958d9c1a3a026303251d3bd10d28257b7","166","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 既有电机专题 | `E:/industry/doc/research/归档/旧版梳理结果_20260528前/电机深度梳理结果.md` | E | 电机环节横向定位和增量判断。 |"
"FOHLSRC-FOHLBASE-006-0255-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","255","255","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L255","6d9f7e1f026e9e3352ed078b8984d1fef3036b1f636707b7e1e5b6e55d4b0974","173","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 既有控制器与驱动器市场专题 | `E:/industry/doc/research/控制器与驱动器市场深度梳理结果.md` | E | 市场空间、国产替代和客户逻辑。 |"
"FOHLSRC-FOHLBASE-006-0256-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","256","256","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L256","1e7e37b43e1cbd1bc252c0aaacfb5b1652e12ceb853c2a3583e908bcddcca6cd","154","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 既有编码器专题 | `E:/industry/doc/research/归档/旧版梳理结果_20260528前/编码器深度梳理结果.md` | E | 编码器环节定位。 |"
"FOHLSRC-FOHLBASE-006-0258-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","258","258","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L258","7a56d9f16ee1ff588205ba426c54ea732aec0ea1eea8b4a81742a59636e92981","22","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 13. 待验证问题"
"FOHLSRC-FOHLBASE-006-0262-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","262","262","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L262","0ce62c9823289bbca5bc4dcb8bfb37d0061758c8e9587c9e49379b5976cafa4c","78","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人收入 | 未披露 | 年报、IR、订单公告、子公司财务 |"
"FOHLSRC-FOHLBASE-006-0263-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","263","263","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L263","e300d37576e353ca3917485274c0c0911e0ed093f861d760785f4bb5b8006b19","100","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人订单 | 媒体称几百万到千万元 | 订单原文、客户侧确认、供货产品 |"
"FOHLSRC-FOHLBASE-006-0264-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","264","264","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L264","eb2a2d2546b3f6579cb3ba32844481afc5201b9c82c3ab8558cd46164ea968e6","130","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户名称 | 研究机构和华为生态合作线索,具体商业客户未披露 | 客户公告、合作协议、招投标 |"
"FOHLSRC-FOHLBASE-006-0267-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","267","267","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L267","fc0801ef008555983009d05b81499fef7af688d68a809ac66ada5d914fd3ff76","70","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产能利用率 | 未披露 | 产线产能、订单覆盖、良率 |"
"FOHLSRC-FOHLBASE-006-0268-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","268","268","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L268","480fe07ebdead423c1aa85830741fbabf72f1c8124ac70f5292ef4a70742610e","113","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 盈利修复 | 2024E 亏损,2025E 接近盈亏平衡 | 2025 年报、2026 季报、费用率和折旧变化 |"
"FOHLSRC-FOHLBASE-006-0269-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","269","269","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L269","70b54e86c5a69cc4c94f8be78b82a550297762aabf1f01bc05a817b90c09a84a","112","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 博世合作贡献 | 合资公司方向明确但业绩贡献未披露 | 合资公司订单、收入和利润 |"
"FOHLSRC-FOHLBASE-007-0004-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","4","4","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L4","921b94ff7ba01c586b8e700aa531b6a0e4f067670bacf580729b9351f42f9d99","35","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> case_id: ANA-ROBOT-INDUSTRY-001"
"FOHLSRC-FOHLBASE-007-0005-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-007-0005-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-007-0006-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","6","6","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L6","51ddefb06b154109ad40b8a957ea1dc8d5f6ce2e5ab03823e2d66f370c5111b7","43","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> batch_id: BATCH-ANA-ROBOT-MIGRATION-001"
"FOHLSRC-FOHLBASE-007-0007-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-007-0007-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-007-0010-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","10","10","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L10","6b70fdf4319b34a38405a95b6e109c6b55a71a355b6c2d255ed66038aa349b03","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> frozen_date: 2026-07-03"
"FOHLSRC-FOHLBASE-007-0012-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","12","12","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L12","229e5b6f2d71cd5b4705f7f20be8540ea151a520c9cbe1234c970c6502cc9304","24","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0. 冻结复核结论"
"FOHLSRC-FOHLBASE-007-0015-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","15","15","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L15","cd79cd837d92015495dff874aaa02b5e4a015d3140260011f8331796c19e169b","173","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 当前冻结含义是“稳定文件名、稳定入口、稳定来源映射和正式返修基线”,不是审核通过、不是对外交付版,也不是投资建议。"
"FOHLSRC-FOHLBASE-007-0016-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L16","705d939da58d5af5359f66afd4e6cebb0b52c40db48eb9a6372be783a579ff7d","334","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 证据状态统一按 FIRST_BATCH9_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-007-0016-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L16","705d939da58d5af5359f66afd4e6cebb0b52c40db48eb9a6372be783a579ff7d","334","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 证据状态统一按 FIRST_BATCH9_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-007-0017-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","17","17","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L17","2a000f35ef26bbeef8651ace9f93eca2377eec165c6874cfe416cb360568c998","163","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 复核备注:已按 P0 公司首批迁入;正式公司结论前需核验机器人收入/占比、客户供货阶段、ASP、寿命、产能和证据等级。"
"FOHLSRC-FOHLBASE-007-0019-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L19","4ee1975275ad4bdf0de8da13d2ca9527eed0ce1913f23921f155a9b87783fb26","57","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-029)"
"FOHLSRC-FOHLBASE-007-0019-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L19","4ee1975275ad4bdf0de8da13d2ca9527eed0ce1913f23921f155a9b87783fb26","57","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-029)"
"FOHLSRC-FOHLBASE-007-0021-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L21","5c82b1c961d876f19fbb2f5376e1eb308eca03026613589bc8af6145f2ce3099","196","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 本节为首批 9 公司输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、正式公司池确认、对外交付或完成状态。"
"FOHLSRC-FOHLBASE-007-0021-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L21","5c82b1c961d876f19fbb2f5376e1eb308eca03026613589bc8af6145f2ce3099","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 本节为首批 9 公司输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、正式公司池确认、对外交付或完成状态。"
"FOHLSRC-FOHLBASE-007-0022-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","22","22","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L22","9b9c649ecdbe80d8d26cf74a7391349e7fcd8a3b8bb8af6425f150ce1e85fd92","155","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 首批 9 范围:雷赛智能、步科股份、绿的谐波、柯力传感、奥比中光、兆威机电、拓普集团、三花智控、汇川技术。"
"FOHLSRC-FOHLBASE-007-0023-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","23","23","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L23","daecb9b9cb40b9e6befd7ce5c4a99bb20689a0df3f42f0583702740aaadd5dde","224","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 强字段统一降读:收入 / 订单、产能 / 产销、客户供货、ASP / 毛利 / 寿命、市场份额、主供 / 独供等,只能保留为待核验事实或缺口,不得由既有研究迁移稿直接升级。"
"FOHLSRC-FOHLBASE-007-0027-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","27","27","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L27","c7dbdf4972ce61c83210ffab224a1a666b1ae61c806cda73fdd7a238800adb0d","232","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 机器人相关定位 | 范围 / 产品层待审线索 | 仅保留为既有研究承接线索,正式结论前需回到公告、年报、官网或客户侧资料核验。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-007-0027-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","27","27","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L27","c7dbdf4972ce61c83210ffab224a1a666b1ae61c806cda73fdd7a238800adb0d","232","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人相关定位 | 范围 / 产品层待审线索 | 仅保留为既有研究承接线索,正式结论前需回到公告、年报、官网或客户侧资料核验。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-007-0028-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","28","28","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L28","7098b56319a52008b96fc885a044c191cd5c50d6259cd82224b76911ceaa8403","190","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产业链环节 | 范围 / 产品层待审线索 | 作为待审归类输入,不等同正式产业链覆盖或公司池确认。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-007-0029-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","29","29","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L29","2ebdb82657f9f9c7c26344d3a888aa0ffe57ea21000d3158242ca9ed12cd4f2a","206","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 核心判断 / P0 归因 | 范围 / 产品层待审线索 | 降读为分析员侧承接判断,需 reviewer 审核后才能进入正式输出。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-007-0029-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","29","29","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L29","2ebdb82657f9f9c7c26344d3a888aa0ffe57ea21000d3158242ca9ed12cd4f2a","206","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心判断 / P0 归因 | 范围 / 产品层待审线索 | 降读为分析员侧承接判断,需 reviewer 审核后才能进入正式输出。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-007-0030-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","30","30","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L30","6de59b41c4cb59ae12445788ea64b216f7489e90cce2925ec90b2a55e90dd2df","208","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 机器人产品 / 方案 | 范围 / 产品层待审线索 | 产品描述可保留为待审线索,参数、客户和商业化阶段不得外推。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-007-0030-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","30","30","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L30","6de59b41c4cb59ae12445788ea64b216f7489e90cce2925ec90b2a55e90dd2df","208","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人产品 / 方案 | 范围 / 产品层待审线索 | 产品描述可保留为待审线索,参数、客户和商业化阶段不得外推。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-007-0031-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","31","31","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L31","122a8e5da5f7ea9be46f3d03aaf8c1cdd5b1b3c5153db062c1098df945d2ce1c","221","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 机器人收入 / 订单 | 待核验 / 缺口保留 | 未完成本轮 primary source 逐项核验,收入、订单、占比和金额保持缺口或待核验。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-007-0031-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","31","31","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L31","122a8e5da5f7ea9be46f3d03aaf8c1cdd5b1b3c5153db062c1098df945d2ce1c","221","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人收入 / 订单 | 待核验 / 缺口保留 | 未完成本轮 primary source 逐项核验,收入、订单、占比和金额保持缺口或待核验。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-007-0032-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","32","32","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L32","8861d5b9eb67cbaae20b5f3d7491a39b9eecc295952c0bd2b812033269841238","208","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 出货 / 产能 / 产销 / 利用率 | 待核验 / 缺口保留 | 不得把既有研究中的产能、出货或产销表述升级为正式事实。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-007-0032-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","32","32","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L32","8861d5b9eb67cbaae20b5f3d7491a39b9eecc295952c0bd2b812033269841238","208","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 出货 / 产能 / 产销 / 利用率 | 待核验 / 缺口保留 | 不得把既有研究中的产能、出货或产销表述升级为正式事实。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-007-0033-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L33","05d83b877596e2a79dae38caa55c4f645806799e389e101d4b6101adf3eda3ec","226","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 客户供货 / 主供 / 独供 / 份额 | 待核验 / 缺口保留 | 客户、主供、独供、份额和供应体系关系均需客户侧或公司侧官方证据。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-007-0033-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L33","05d83b877596e2a79dae38caa55c4f645806799e389e101d4b6101adf3eda3ec","226","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户供货 / 主供 / 独供 / 份额 | 待核验 / 缺口保留 | 客户、主供、独供、份额和供应体系关系均需客户侧或公司侧官方证据。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-007-0034-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L34","9b0687ac1aca90e8c7c9de6faaee97ad8b61ee39f8168b89bf055c6d316b346a","211","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| ASP / 毛利 / 寿命 / 售后 | 待核验 / 缺口保留 | 无官方可复核证据前保留为缺口,不用于输出通过或估值弹性判断。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-007-0034-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L34","9b0687ac1aca90e8c7c9de6faaee97ad8b61ee39f8168b89bf055c6d316b346a","211","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP / 毛利 / 寿命 / 售后 | 待核验 / 缺口保留 | 无官方可复核证据前保留为缺口,不用于输出通过或估值弹性判断。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-007-0035-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L35","b396fa2a00b43a538dbab32ff5806764246769be422ae8a3e507000ca9c140f3","214","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 市场份额 / 增量弹性 | 待核验 / 缺口保留 | 仅作为待验证分析路径,不能写成确定份额、确定放量或正式投资结论。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-007-0035-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L35","b396fa2a00b43a538dbab32ff5806764246769be422ae8a3e507000ca9c140f3","214","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 市场份额 / 增量弹性 | 待核验 / 缺口保留 | 仅作为待验证分析路径,不能写成确定份额、确定放量或正式投资结论。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-007-0037-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","37","37","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L37","bc1738bccad1175fa3b1f9b1504be982d80c53c5368f9bc51f4f0840462bf73c","128","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/first_batch9_field_downgrade_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-007-0039-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L39","5ebba625f14ec07652e3b464d1f417cd68301aa47e56b0eecdd7934ee227148f","63","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-029)"
"FOHLSRC-FOHLBASE-007-0039-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L39","5ebba625f14ec07652e3b464d1f417cd68301aa47e56b0eecdd7934ee227148f","63","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-029)"
"FOHLSRC-FOHLBASE-007-0043-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","43","43","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L43","75ae711804d5fec2d703e55418688fffa4ca013e54bbac275ecf6088d99b92cd","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 公司结论 / 一句话结论 | 将 P0、核心看点、商业化判断降读为承接线索,不写成审核通过结论。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-007-0043-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","43","43","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L43","75ae711804d5fec2d703e55418688fffa4ca013e54bbac275ecf6088d99b92cd","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司结论 / 一句话结论 | 将 P0、核心看点、商业化判断降读为承接线索,不写成审核通过结论。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-007-0044-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","44","44","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L44","b3fba4991aa4812d81f841c4ee2fa179b313f156f4a2aa56eb16d9f1814520fa","178","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 机器人产品和产业链位置 | 保留产品层描述,但标注仍待 primary source 或 reviewer 复核。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-007-0045-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","45","45","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L45","00ffa9594ad81188cfcbf410fab63a6b9195ecff3e59da6db42dade3e83d5054","200","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 收入、订单、营收占比 | 收入、订单、占比、利润弹性全部保留待核验或缺口,不作为正式输出事实。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-007-0045-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","45","45","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L45","00ffa9594ad81188cfcbf410fab63a6b9195ecff3e59da6db42dade3e83d5054","200","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 收入、订单、营收占比 | 收入、订单、占比、利润弹性全部保留待核验或缺口,不作为正式输出事实。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-007-0046-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L46","4d0c46a499d0aca9aae109bb219c6be4b0fcc299b2c6e3609d0186fed0f48167","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 出货、产能、产销和利用率 | 出货、产能、良率、利用率和交付节奏不因既有研究迁移而升级。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-007-0046-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L46","4d0c46a499d0aca9aae109bb219c6be4b0fcc299b2c6e3609d0186fed0f48167","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 出货、产能、产销和利用率 | 出货、产能、良率、利用率和交付节奏不因既有研究迁移而升级。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-007-0047-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","47","47","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L47","14098c82cd1086bb2307eb090170642db900e2b0c1c9d8ffdbf6957e3bc6f7cd","194","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 客户、供货、主供和份额 | 客户关系、主供、独供、进入供应体系和份额均需官方或客户侧补证。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-007-0047-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","47","47","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L47","14098c82cd1086bb2307eb090170642db900e2b0c1c9d8ffdbf6957e3bc6f7cd","194","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户、供货、主供和份额 | 客户关系、主供、独供、进入供应体系和份额均需官方或客户侧补证。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-007-0048-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L48","99096aa70d8c49b886242e87fc1606d204330c56eb918ff9309f9d1c08e71a3d","176","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| ASP、毛利、寿命和售后 | ASP、毛利率、寿命、售后和返修口径均保持缺口或待核验。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-007-0048-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L48","99096aa70d8c49b886242e87fc1606d204330c56eb918ff9309f9d1c08e71a3d","176","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP、毛利、寿命和售后 | ASP、毛利率、寿命、售后和返修口径均保持缺口或待核验。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-007-0049-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L49","528d5c586c9eed308c4de1e93e9ed2bc7da5d478a6e74493ec1b06bd3311fc67","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-007-0049-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L49","528d5c586c9eed308c4de1e93e9ed2bc7da5d478a6e74493ec1b06bd3311fc67","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-007-0051-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","51","51","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L51","537d0cea809563addda51938b11861205d71411ec3308a3edf1a380560022d47","141","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/first_batch9_body_strong_field_annotation_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-007-0056-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","56","56","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L56","2be23f8df0b6e23408ce0aeb8f7252475eb4c11b4eecbafe3cebc939bf9cada2","15","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","版本:v0.2"
"FOHLSRC-FOHLBASE-007-0057-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","57","57","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L57","60a5d654e7ad3df40f107d33da1d7fb847cbc3841deee2d65a5ac71da3a83fce","21","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","日期:2026-05-29"
"FOHLSRC-FOHLBASE-007-0059-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","59","59","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L59","7c5f5a06d4e23bc5928c6a83a1f8ec4490873eab088390fb25a5263804fd6044","435","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","资料口径:主要使用汇川技术 2025 年年度报告、2026 年第一季度报告、2026 年 4 月 30 日至 5 月 21 日投资者关系活动记录、官网产品页及本地研报摘录。公告镜像作为 A 级证据;官网产品页作为 B 级证据;研报作为 C 级证据。涉及人形机器人客户、供货量、ASP、寿命和机器人专用毛利时,除公告或客户侧证据外均不作确定性表述。"
"FOHLSRC-FOHLBASE-007-0061-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","61","61","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L61","0555cbc2071c35b5b48484202060694c7275a99a800c17cb19ad4e7545e27062","306","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-汇川技术-01-CONCLUSION):P0、核心看点、商业化阶段和一句话结论均需降读为待审判断。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-007-0063-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","63","63","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L63","00c3ed02422ee43512a72d9daa9369705c70551c0e064a4450465ea3659a569e","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 1. 公司结论"
"FOHLSRC-FOHLBASE-007-0067-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","67","67","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L67","591013cdafd6dbc4a83a9175fae3c3042282669bc4bdf2c705447ded9b5f4607","341","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 一句话结论 | 汇川技术是机器人产业链中“工业自动化平台 + 伺服/控制/驱动 + 工业机器人 + 人形机器人零部件”能力最完整的 P1 平台型公司之一,通用伺服、变频器和工业机器人份额已有强证据,但人形机器人零部件收入、客户、ASP 和供货量尚未拆分。 |"
"FOHLSRC-FOHLBASE-007-0068-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","68","68","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L68","44b3dfd5431fbc96f920e1dbe52e264a3efdc228a22f35aab8bb976c69ad2ec5","274","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 当前阶段 | 工业自动化、通用伺服、PLC、工业机器人为成熟批量业务;智能机器人被列为战略新业务;人形机器人零部件已披露产品矩阵、产能基地部署和定制化解决方案方向,但商业化硬字段仍待验证。 |"
"FOHLSRC-FOHLBASE-007-0069-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","69","69","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L69","560ee29dc6b2f38d2a6d5cafdf8b58c3cb6a35aae89f4669b85fa5f3d8543a1d","292","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心看点 | 2025 年收入 451.05 亿元、归母净利润 50.50 亿元;工业自动化与数字化收入 222.45 亿元、毛利率 40.27%;通用伺服系统中国市场收入份额约 31%、第一;工业机器人中国出货份额 8.8%、第四,SCARA 份额约 28%、第一。 |"
"FOHLSRC-FOHLBASE-007-0070-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","70","70","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L70","5546a314849c1e0c50ef6ad1181b6c453e8e845fc173641b2ee9a69c8ebe1c8a","328","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心风险 | 新兴产业收入 17.95 亿元同时包含智能机器人和数字能源,不能拆成人形机器人收入;人形机器人客户、订单金额、供货量和 ASP 未披露;工业伺服优势不等于人形关节驱控定点优势;新能源车业务竞争和原材料价格对整体利润有扰动。 |"
"FOHLSRC-FOHLBASE-007-0073-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","73","73","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L73","05938d44ad30dbc19146a9282de4dcfcf4090e4d63880ed3a12456f482163556","38","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 二次复核定位(2026-06-03)"
"FOHLSRC-FOHLBASE-007-0077-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","77","77","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L77","bb99822a1e82d3d40a28e83e55b5ef16b8125bd591d973a991e404c59e1c160f","67","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| P0 类型 | 平台能力最强、机器人兑现仍需拆分。 |"
"FOHLSRC-FOHLBASE-007-0078-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","78","78","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L78","8441c953c321af5d47065f6f5ec191ec7eeca3eb78540ea14d2f1e928b3e1c73","181","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 确定性 | 工业自动化、通用伺服、控制器、工业机器人和大客户服务能力确定性强;人形机器人核心零部件收入、客户和供货量未拆。 |"
"FOHLSRC-FOHLBASE-007-0079-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","79","79","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L79","e9b6d65fd5bfc1379e64e1e639ec9b7620a80aff6c9f859345464e99ffc886d0","151","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 弹性来源 | 无框/伺服/驱动器/控制器、工业机器人国产替代、具身智能相关运动控制平台和本体厂供应链迁移。 |"
"FOHLSRC-FOHLBASE-007-0080-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","80","80","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L80","08d50da28f4db4596fe1210aa4f5ee803f15003f6719dcda5455962110445b1e","169","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 话语权判断 | 工控和伺服话语权强,工业机器人链条有基础;人形机器人供应链话语权必须由客户侧证据和单品供货量确认。 |"
"FOHLSRC-FOHLBASE-007-0081-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","81","81","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L81","caff95065108245b40846eb31d450ba66df46f74b4827ccde8415e463aad3d20","136","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 不能外推 | 不能把工业自动化收入、通用伺服份额或工业机器人基本盘直接等同于人形机器人收入。 |"
"FOHLSRC-FOHLBASE-007-0082-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","82","82","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L82","abbfbcc9b19f65d28271c46bee5971d5c0bed682a065cf5dd0155f5a37c343dc","134","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 下一步最该补 | 人形/具身客户、具体产品型号、供货量、ASP、寿命、机器人零部件收入和毛利率。 |"
"FOHLSRC-FOHLBASE-007-0084-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","84","84","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L84","ad3f2087b702e9b0b2434495c63a1e30aaaf159ead77e1918e65c14ce3cd2383","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 2. 基本信息"
"FOHLSRC-FOHLBASE-007-0089-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","89","89","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L89","087b4854bb36b92ca1eba1a35ad076c759049a71a7179f0b7cfcf1cb7633171c","28","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 证券代码 | 300124.SZ |"
"FOHLSRC-FOHLBASE-007-0093-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","93","93","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L93","b754f9c2fc9f761671d17acb01b46d9f74f6ceb688be4f5f23e7af2339d1d3ce","61","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 资料覆盖日期 | 截至 2026-05-28 本地化资料。 |"
"FOHLSRC-FOHLBASE-007-0095-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","95","95","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L95","39e69dcef80f06300f88ce6dba1b987ed79f959794e5b06d3cbc1fe98d2f75aa","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 3. 所属产业链环节"
"FOHLSRC-FOHLBASE-007-0102-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","102","102","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L102","af9db9ed840c226257ab27feed8a7d296a1be9a2628b730fdb4190234d6a0484","251","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 相邻环节边界 | 汇川不是纯人形机器人本体厂,也不是单一电机/驱动器厂;其优势在工业自动化全栈平台、规模制造和工业场景客户,进入人形机器人需要单独验证客户导入和产品批量。 |"
"FOHLSRC-FOHLBASE-007-0103-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","103","103","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L103","a2ba49610fbc4c3a0aac6cbcdeb60703940d112846e043fe20525fcc1e95d4a8","223","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产业链话语权 | 工业自动化和通用伺服环节为高话语权;工业机器人本体具备较强国产份额;人形机器人核心零部件仍处于待验证阶段,当前不宜判断为主供或独供。 |"
"FOHLSRC-FOHLBASE-007-0105-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","105","105","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L105","43d1efcc9f46edbf0320f92ee49961f2554efb173cb9499abb5e201cfa543e34","325","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-汇川技术-02-PRODUCT):产品和产业链位置仅保留范围 / 产品层待审线索,不能外推客户、收入或份额。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-007-0107-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","107","107","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L107","ba20cf70d76100f27080316b4f669b8002fc26c708f182ccb8b539f9b660aba8","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 4. 机器人相关产品"
"FOHLSRC-FOHLBASE-007-0111-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","111","111","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L111","c2df87233047aab8a3f34723b2f5c293e57696b557d931e934b661821748fc24","377","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 通用伺服系统 | 工业自动化设备、工业机器人、潜在机器人关节驱动底盘 | 伺服驱动器 + 伺服电机 + 控制算法 | 2025 年通用伺服系统中国市场收入份额约 31%,排名第一;2025 年通用自动化中伺服系统收入约 68.5 亿元。 | 成熟批量 | A | 机器人专用伺服收入、低压驱动 ASP、分客户供货量 |"
"FOHLSRC-FOHLBASE-007-0112-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","112","112","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L112","257caa9aa37b63cdd0687817317c254f91de0fa30aff0e648fab1a4444164c20","343","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| PLC/HMI/CNC、运动控制平台 | 工业设备控制、机器人外围控制、产线自动化 | 工业控制器 / 运动控制 | 2025 年 PLC 产品中国市场收入份额约 5.7%,排名第四;2025 年通用自动化中 PLC&HMI 收入约 18 亿元。 | 成熟批量 | A | 机器人控制器收入、控制算法和软件生态收入 |"
"FOHLSRC-FOHLBASE-007-0113-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","113","113","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L113","715155bf70edbb750f031bd03817737f19a9bb045ec27648dc4c49545deff1bc","352","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业机器人 | 搬运、装配、码垛、焊接、汽车、锂电、3C 等制造场景 | SCARA、六关节、协作机器人 | 2025 年工业机器人产品中国市场出货份额 8.8%、排名第四、本土第二;SCARA 份额约 28%、排名第一。 | 批量 | A | 分产品收入、六关节/协作机器人销量、机器人本体毛利 |"
"FOHLSRC-FOHLBASE-007-0114-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","114","114","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L114","c14506aceefa6f025e16e79feda692773a0ddaa8740b4fca02b9df53809e6151","331","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器视觉 | 机器人视觉引导、工业检测 | 视觉控制器、线阵相机、S2.0 面阵相机、纳秒门控相机、智能相机 | 年报列入智能机器人产品矩阵,强调“机器人 + 视觉”融合竞争力。 | 产品布局 / 批量线索 | A | 视觉收入、机器人视觉客户、ASP、相机参数 |"
"FOHLSRC-FOHLBASE-007-0115-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","115","115","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L115","50525194428bd8a4684d03b4a5ca13c037b71e4b5f02e3afa6774c15b6d03f46","295","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 七自由度仿生臂 | 人形机器人上肢 / 泛人形工业应用 | 多关节仿生执行系统 | 年报列入人形机器人零部件;2026 经营计划提出研发更高负载自重比的上肢仿生臂。 | 迭代 / 客户验证 | A | 客户、订单、量产节奏、单价和寿命 |"
"FOHLSRC-FOHLBASE-007-0116-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","116","116","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L116","95c47fce13f422f950fe5ce5fcd5a92c5ba15313c4912e9d394ac6d2ddea4d41","255","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 行星旋转执行器 | 人形机器人旋转关节 | 电机 + 驱动 + 减速/传动 + 编码反馈 | 年报列入人形机器人零部件矩阵;未披露单项参数。 | 产品布局 | A | 规格参数、减速结构、自制比例、客户导入 |"
"FOHLSRC-FOHLBASE-007-0117-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","117","117","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L117","1cbee2aff7c5da2b7107db30f348c17080450f388e47fe1a05595ae78ba36d0a","260","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 直线执行器 | 人形机器人线性关节 | 电机 + 行星滚柱丝杠 / 传动机构 + 驱动 | 年报列入人形机器人零部件矩阵;未披露收入、参数和客户。 | 产品布局 | A | 行星滚柱丝杠来源、ASP、寿命、供货量 |"
"FOHLSRC-FOHLBASE-007-0118-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","118","118","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L118","9352cf256d903c62fe6be9aa3ef6c106c95d8e34689cfe45cb8fbe6b80f550d8","306","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 无框力矩电机 | 人形机器人和协作机器人关节动力源 | 无框力矩电机 | 年报列入人形机器人零部件;研报称公司持续迭代核心零部件并探索工业场景落地。 | 产品布局 / 定制化线索 | A / C | 框架尺寸、峰值扭矩、客户、收入和毛利 |"
"FOHLSRC-FOHLBASE-007-0119-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","119","119","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L119","6ce34245d4107898af8ac22e1ac77d74ac062f6b0ca3ac9d0c5f5cb671a9551b","230","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 低压直流驱动器 | 人形机器人关节驱动 | 低压伺服 / 直流驱动 | 年报列入人形机器人零部件;未披露单项收入与参数。 | 产品布局 | A | 电压电流范围、通信协议、ASP、客户 |"
"FOHLSRC-FOHLBASE-007-0120-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","120","120","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L120","f01e7f15dc45f953bb13cc653b3a6a39a10fe98b6ed733399b7fbf2e71e74d32","287","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 行星滚柱丝杠 | 人形机器人线性执行器 | 精密传动件 | 年报列入人形机器人零部件;2026 计划在南京、岳阳等基地部署人形机器人零部件与仿生臂产能。 | 产品布局 / 产能部署 | A | 自研/外采边界、产能、良率、客户 |"
"FOHLSRC-FOHLBASE-007-0121-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","121","121","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L121","db35b6a3bed0ac0cde6f043311fbd79510c5c61bab0e8307830bf136aaac067f","225","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 编码器 | 机器人关节位置反馈 | 位置传感 / 编码反馈 | 年报列入人形机器人零部件矩阵;未披露独立参数和收入。 | 产品布局 | A | 自研/外采比例、分辨率、寿命、客户 |"
"FOHLSRC-FOHLBASE-007-0123-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","123","123","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L123","ced61d94f131131ed535409196880357ceb9396a50929cb0b72c41b526b16ec4","319","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-汇川技术-03-REVENUE):收入、订单、营收占比、利润和毛利等财务强字段继续保持待核验或缺口。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-007-0125-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","125","125","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L125","96ea00535aabee902697e8f166a5fad61aaed8409d591ed5d46fc508e4fe8688","36","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 5. 收入、利润与营收占比"
"FOHLSRC-FOHLBASE-007-0129-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","129","129","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L129","f2267d69dd404b186fdd53497cf565e247e580dd2d91f1851b6113d66eb0dade","124","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司总收入 | 451.05 亿元,同比增长 21.77% | 2025 年 | A | 年报口径,营业收入 45,104,844,200.13 元 |"
"FOHLSRC-FOHLBASE-007-0130-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","130","130","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L130","0f75f3da903814b149d7df9caaca87427bb18cd9d5bc86095b638e173bd7f276","86","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 归母净利润 | 50.50 亿元,同比增长 17.84% | 2025 年 | A | 年报口径 |"
"FOHLSRC-FOHLBASE-007-0131-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","131","131","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L131","1b5b21c839fce652d67d4a433f253dcfb8f22362482adefef5d0bf2b50212f13","92","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 扣非归母净利润 | 49.51 亿元,同比增长 22.66% | 2025 年 | A | 年报口径 |"
"FOHLSRC-FOHLBASE-007-0132-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","132","132","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L132","d50fe0139983b4c7c4867b67cad3b6e44bdf13f00fd575e8951722a750f316a9","97","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 经营活动现金流净额 | 66.81 亿元,同比下降 7.21% | 2025 年 | A | 年报口径 |"
"FOHLSRC-FOHLBASE-007-0133-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","133","133","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L133","49251121771338ff0c29c1dd9520fd32c340c4057486cf88be4c9023efabc68d","73","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 综合毛利率 | 28.95% | 2025 年 | A | 年报分销售模式口径 |"
"FOHLSRC-FOHLBASE-007-0134-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","134","134","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L134","943dd5637692774ad498fe2f5a9d812a963a784c59add8ea05d8ceb468fee041","141","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 研发投入 | 42.56 亿元,研发费用率 9.44% | 2025 年 | A | 年报披露研发人员 7,670 人,累计专利及软著 3,375 个 |"
"FOHLSRC-FOHLBASE-007-0135-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","135","135","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L135","e9d07967fc0fb4ea35c5eeb2ceef22fdb6b3c5fba379ab45b65f4c26f1bae3cf","199","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业自动化与数字化收入 | 222.45 亿元,占收入 49.32%,毛利率 40.27% | 2025 年 | A | 与机器人相关的伺服、控制、工控底盘主要在此;不等同机器人收入 |"
"FOHLSRC-FOHLBASE-007-0136-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","136","136","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L136","54411e5d138bbd2c79438be2269f932a5174200a80b7fa25265b2b0ca7aba40d","106","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 通用自动化收入 | 约 169 亿元,同比增长约 23% | 2025 年 | A | 年报经营分析口径 |"
"FOHLSRC-FOHLBASE-007-0137-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","137","137","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L137","edccb6096634c26726c4095114759d64478051e89464439a76461e007b743fcc","94","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 其中:伺服系统收入 | 约 68.5 亿元 | 2025 年 | A | 通用自动化内部口径 |"
"FOHLSRC-FOHLBASE-007-0138-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","138","138","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L138","b87934f80a2e2d3656c2543fcc79bee682235f41b4118a7ed2f198bae7b7f6b2","89","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 其中:变频器收入 | 约 57 亿元 | 2025 年 | A | 通用自动化内部口径 |"
"FOHLSRC-FOHLBASE-007-0139-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","139","139","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L139","43a4b20932760258599dc193ee10cc99cf4ca1b2e4e75626309555a05d8940cc","88","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 其中:PLC&HMI 收入 | 约 18 亿元 | 2025 年 | A | 通用自动化内部口径 |"
"FOHLSRC-FOHLBASE-007-0140-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","140","140","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L140","a19b215d4ccf6319329cad83ac716708e7b07aa5b14809cfedcdd75b3494b539","141","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 智慧电梯收入 | 约 52 亿元,同比增长约 5% | 2025 年 | A | 与机器人不直接相关,但体现控制/驱动平台能力 |"
"FOHLSRC-FOHLBASE-007-0141-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","141","141","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L141","c52bfe186f4e37f008f637851d6467e9ef83a72b4421177d55be973ee15a056b","167","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 新兴产业收入 | 17.95 亿元,占收入 3.98%,毛利率约 28.91% | 2025 年 | A | 包含智能机器人和数字能源,不能拆成人形机器人收入 |"
"FOHLSRC-FOHLBASE-007-0142-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","142","142","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L142","a5a0308f07998f7a15557ea9c7811d3f805098c2682e5f9816e540553e49d1f9","135","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 新兴业务收入 | 约 18 亿元,同比增长约 16% | 2025 年 | A | 年报经营分析口径,智能机器人 + 数字能源 |"
"FOHLSRC-FOHLBASE-007-0143-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","143","143","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L143","da70d1d471564002e786de22556385009f681ddd6df3b7948a40fee9547aef1b","143","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 境外收入 | 26.49 亿元,占收入 5.87%,毛利率 35.49% | 2025 年 | A | 公司整体口径,不能外推为机器人海外收入 |"
"FOHLSRC-FOHLBASE-007-0144-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","144","144","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L144","0aea9b43bbd0ed4ded4ce73a3333cc62414b3907fbafb84bb1f18af00b04d5ad","89","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2026Q1 总收入 | 101.43 亿元,同比增长 12.98% | 2026Q1 | A | 一季报口径 |"
"FOHLSRC-FOHLBASE-007-0145-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","145","145","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L145","e1075be6cde1460ba624cb233cbde263f062b10cd3dd15ce6fafa2b103b40d05","94","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2026Q1 归母净利润 | 10.13 亿元,同比下降 23.39% | 2026Q1 | A | 一季报口径 |"
"FOHLSRC-FOHLBASE-007-0146-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","146","146","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L146","00edb3a57690bb0aa997ca8b3618a91fdbc5856ff62267a824e97dcb2d267f63","100","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2026Q1 扣非归母净利润 | 10.46 亿元,同比下降 15.25% | 2026Q1 | A | 一季报口径 |"
"FOHLSRC-FOHLBASE-007-0147-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","147","147","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L147","6841a49741f8f389d53b8de38b18983d24f847b846440a3807f326bd306609e0","138","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2026Q1 工业自动化与数字化收入 | 约 53.11 亿元,同比增长约 13% | 2026Q1 | A | 其中通用自动化约 42.52 亿元 |"
"FOHLSRC-FOHLBASE-007-0148-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","148","148","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L148","80789a6ebbfa14844acd219c30f51fc6989b477f24058596d62358b35c7991dc","123","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2026Q1 伺服 / 变频器 / PLC&HMI 收入 | 约 20.96 / 12.42 / 5.35 亿元 | 2026Q1 | A | 一季报经营回顾口径 |"
"FOHLSRC-FOHLBASE-007-0149-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","149","149","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L149","7d9c436392e0571148fba620ebacd6ed7ca481c035348f9a5e946887ef0be902","127","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2026Q1 新兴业务收入 | 约 4.89 亿元,同比增长约 32% | 2026Q1 | A | 智能机器人 + 数字能源合并口径 |"
"FOHLSRC-FOHLBASE-007-0150-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","150","150","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L150","560c324c3a2402504b189dc4e3965a96edf8f9f818aa9b9e49df423cd4e8cecb","112","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人零部件收入 | 未披露 | 2025 年 / 2026Q1 | A | 不能用新兴产业收入直接替代 |"
"FOHLSRC-FOHLBASE-007-0151-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","151","151","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L151","2dad77ba6db9782412d717129e687b7e9a2790e35f691ef63eb9ef84d641c66a","118","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人专用产品毛利率 | 未披露 | 2025 年 / 2026Q1 | A | 不能用工业自动化毛利率直接替代 |"
"FOHLSRC-FOHLBASE-007-0153-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","153","153","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L153","b62c09e75272ab799da683bf91ed5acacf239899719b6739a770b5eeaf30ac98","320","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-汇川技术-04-CAPACITY):出货、产能、产销、利用率、良率和交付节奏不得由既有研究迁移稿升级。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-007-0155-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","155","155","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L155","a7f367930f0a44d7fef3b3e9eaf9706f155f20432cb123eb4e979d8c8aa02fc1","48","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 6. 产量、销量、产能与产能利用率"
"FOHLSRC-FOHLBASE-007-0159-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","159","159","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L159","7311bf9785d7c7a81c91d6669c9a0b717f26f50ef64d57593df021c03254eb3b","151","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 智能制造销售量 | 25,971,863 PCS,同比增长 31.27% | 智能制造板块整体 | 2025 年 | A | 机器人、伺服、控制器拆分销量 |"
"FOHLSRC-FOHLBASE-007-0160-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","160","160","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L160","a4c51ce0e8eb7f42e13b53ad71d60e56564a41e8546214b7aa0c42ec1cfe9251","124","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 智能制造生产量 | 25,499,533 PCS,同比增长 26.96% | 智能制造板块整体 | 2025 年 | A | 分产品产量 |"
"FOHLSRC-FOHLBASE-007-0161-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","161","161","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L161","6cb1424692801c5081c7f4fbaf6f80e1f67d5bdbf40c39ac606887fd5537d0fa","120","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 智能制造库存量 | 1,361,822 PCS,同比下降 25.75% | 智能制造板块整体 | 2025 年 | A | 库存结构 |"
"FOHLSRC-FOHLBASE-007-0162-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","162","162","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L162","0cabce5c7d340c2fc9eba8c49ce06632155c2ef0ff08707a31aca49f513db8f6","202","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业机器人产能 | 大负载 SCARA、小六关节、协作机器人等自动化产线落地,产能大幅提升 | 工业机器人 | 2025 年 | A | 具体年产能、利用率、分机型销量 |"
"FOHLSRC-FOHLBASE-007-0163-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","163","163","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L163","879db87df3e65846568151c54b7a6f13c9026d805a1b776850a9dfcf8d15c1de","259","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人零部件产能 | 2026 经营计划披露在南京、岳阳等基地部署人形机器人零部件与仿生臂等产品产能 | 人形机器人零部件、仿生臂 | 2026 计划 | A / C | 投资额、产能规模、达产时间、利用率 |"
"FOHLSRC-FOHLBASE-007-0164-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","164","164","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L164","d7c61993144cb28c238a1515af63c448db4ec02ad680961efc8316cb95ae29e7","170","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人零部件销量 | 未披露 | 无框力矩电机、执行器、低压驱动器、丝杠、编码器等 | 2025 年 | A | 需要产品/客户维度证据 |"
"FOHLSRC-FOHLBASE-007-0165-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","165","165","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L165","2d3802d3f1104b5054077af89139487e398a79bd3dc5722f6657de254dd3c335","110","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产能利用率 | 未披露 | 机器人相关产品 | 2025 年 | A | 需后续产线或招股/公告口径 |"
"FOHLSRC-FOHLBASE-007-0167-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","167","167","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L167","b7f431b6bd3408645ced4e021fdac66dbf6cd3a273f67b48de05fb2d02f17b6f","317","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-汇川技术-05-CUSTOMER):客户、供货、主供、独供、份额和供应体系关系需要官方或客户侧补证。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-007-0169-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","169","169","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L169","3a8b29c24f343e7211009f89e271e51f456be25e2669a9275cad63458df3a619","39","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 7. 客户、供应链与供货状态"
"FOHLSRC-FOHLBASE-007-0173-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","173","173","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L173","9f644cc65e00028a0113147f4c22cc094d78f0767d49adf265a6a1be36e3d083","161","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 通用伺服市场地位 | 2025 年按收入计,中国通用伺服系统份额约 31%,位居第一。 | A | 这是汇川最强的运动控制底盘证据 |"
"FOHLSRC-FOHLBASE-007-0174-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","174","174","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L174","759e7b3260633f332c4237281160b0eb81ad1b9319d0053e214566c1c7ec540c","165","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 变频器市场地位 | 2025 年低压变频器份额约 20%、第一;中高压变频器份额约 14%、第一。 | A | 工控平台规模和渠道优势明确 |"
"FOHLSRC-FOHLBASE-007-0175-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","175","175","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L175","d2b349a7e9529561c0d26c471eb1917118df0534277c0531111ab473690468fb","128","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| PLC 市场地位 | PLC 产品(不含 I/O 系统)份额约 5.7%,第四。 | A | 控制层仍需追赶国际主流品牌 |"
"FOHLSRC-FOHLBASE-007-0176-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","176","176","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L176","18ecc894dc6f6625f0e1e217a1fe3dc952d03ce705af164e542cce15325d8a94","187","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业机器人市场地位 | 2025 年中国工业机器人产品出货份额 8.8%、第四、本土第二;SCARA 份额约 28%、第一。 | A | 工业机器人业务已有硬份额 |"
"FOHLSRC-FOHLBASE-007-0177-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","177","177","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L177","9217570fcfc52b7aacb47f3f2ba044d1fb8778618a6bd25b83417a48eab82bcd","215","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 下游客户类型 | 智能机器人下游包括汽车制造、锂电、3C 电子、物流仓储等制造业客户及人形机器人整机制造商。 | A | 客户类型明确,但客户名称和份额未披露 |"
"FOHLSRC-FOHLBASE-007-0178-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","178","178","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L178","78777ef6bcfac55b39c322ace9758970aa69c2db67c8541bd038cf07eb9797e9","203","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 销售模式 | 工业自动化与数字化及智能机器人业务采用“分销为主、直销为辅”,少数战略客户直销。 | A | 说明渠道能力强,但主供关系需要单独核验 |"
"FOHLSRC-FOHLBASE-007-0179-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","179","179","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L179","35f8890e92321850c0830baee8a9e5d12b5d258fa66591ab0bd896f4b63c6891","149","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 前五大客户集中度 | 前五名客户销售额 135.23 亿元,占年度销售总额 29.98%。 | A | 公司整体口径,非机器人口径 |"
"FOHLSRC-FOHLBASE-007-0180-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","180","180","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L180","07b9a5ac0e4f83f822f0fd20b4bef436e1a1a34928ba05c85c618d4b48045dca","179","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形客户 | 未披露具体名称、定点、供货量。 | A | 只能写“为头部客户提供定制化产品与解决方案”的公司计划口径,不能写已主供 |"
"FOHLSRC-FOHLBASE-007-0181-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","181","181","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L181","d1e7b642cf5b8d74cbf98486b168989d782606ad8af96caf7e8c3a3a07abc03b","148","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 国际化 | 公司整体境外收入 26.49 亿元,占 5.87%;全球 28 个国家和地区本地化网络。 | A | 机器人海外收入未拆 |"
"FOHLSRC-FOHLBASE-007-0183-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","183","183","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L183","da5639eb96d87b2d88025352a0041ec896cb636c9fbfa89b47b7906450b86d4b","41","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 本体商阵营回填(2026-06-21)"
"FOHLSRC-FOHLBASE-007-0186-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","186","186","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L186","f603f6244f605695fc0ac09c5ec29dc4f9dfa66684f70678cee50cdf5d0018d9","170","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 增量来源:伺服、控制器、驱动器、工业机器人和工业软件可受益于自动化客户向具身智能升级,人形机器人更多是增量期权。"
"FOHLSRC-FOHLBASE-007-0187-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","187","187","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L187","8b71fd9a8eb35f973f06d70ce0b15635f94a5977cf3a3c6ad72d333fed9c63be","188","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 待验证边界:通用伺服、控制和工业机器人业务确定性较强,但人形机器人客户、产品形态、收入占比和外供边界不能从工控主业直接外推。"
"FOHLSRC-FOHLBASE-007-0189-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","189","189","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L189","61163d03720726875747e95bf1d642ea23c829b3493e4686f3c4d16da979c348","300","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-汇川技术-06-ASP):ASP、毛利、寿命、售后和返修口径均保留为缺口或待核验事实。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-007-0191-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","191","191","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L191","28165afe0771553374ae696b75f35d0b289a3aa1a7a934445b8d7bfa9242e09e","36","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 8. ASP、寿命、交付与售后"
"FOHLSRC-FOHLBASE-007-0195-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","195","195","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L195","c0cef784e7c9e4400803f0a23217f5ce0539da4a3419276dd7ee5149a9d5c7a5","116","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人无框力矩电机 ASP | 未披露 | A | 产品报价、采购公告、客户 BOM 或合同口径 |"
"FOHLSRC-FOHLBASE-007-0196-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","196","196","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L196","3767cc681c5d6117d083dc7a93dc95066e6fc11f8f6a85f54f626853bc52f311","96","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 低压直流驱动器 ASP | 未披露 | A | 产品手册、渠道价格、客户采购数据 |"
"FOHLSRC-FOHLBASE-007-0197-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","197","197","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L197","73b41e2e548bb04a336897c6b5ce80b16ce60a3cb25400aadbe7003fabd4b6c4","105","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 行星旋转执行器 / 直线执行器 ASP | 未披露 | A | 客户侧供应链资料或采购公告 |"
"FOHLSRC-FOHLBASE-007-0198-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","198","198","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L198","b939cc32c4b92b749f5d989acc6842c8a314c23c460015a257eb4a2aa4fcf0c8","66","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业机器人 ASP | 未披露 | A | 分机型收入和销量 |"
"FOHLSRC-FOHLBASE-007-0199-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","199","199","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L199","3dc0382edd9c39ffe2411e90c5c3608758deb2de825001c944d2dd29e2e72b9c","92","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 寿命 / 更换周期 | 未披露 | A | 产品手册、质保条款、客户应用资料 |"
"FOHLSRC-FOHLBASE-007-0200-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","200","200","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L200","ee654a6c365115e78cf4e110b371aa8672109b7c8374cf524389e6467300f76a","249","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 供货周期 | IR 披露 2026 年工业自动化行业存在交期紧张,公司 Q1 订单较好但受产能准备不足影响,交付未达预期,二季度加快追赶。 | A | 需要拆到伺服、驱动器、机器人零部件具体交期 |"
"FOHLSRC-FOHLBASE-007-0201-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","201","201","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L201","275496a0e7c88eed86d53ac7d967219f8b5adef9276e579fc5bdd5283b222c27","212","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 交付能力 | 年报披露公司供应链采用计划驱动资源准备、订单拉动生产制造的推拉结合模式,并强调柔性产线和数字化赋能。 | A | 人形零部件产线爬坡和良率 |"
"FOHLSRC-FOHLBASE-007-0203-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","203","203","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L203","3da28f4f3d7ccfc946a36b2bd90d87f25241941b251a0dbdc7d5cd759bb52d35","33","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 9. 成本结构与利润弹性"
"FOHLSRC-FOHLBASE-007-0208-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","208","208","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L208","08fcfb45035aa99a4e9cc5432b5a0915327cf3fd27086de3e7ac65c98edf4e02","265","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 智能制造成本结构 | 材料成本 123.92 亿元,占营业成本 85.09%;人工成本 5.61 亿元,占 3.86%;制造费用及其他 16.09 亿元,占 11.05%。 | A | 材料成本占比高,规模采购、国产替代和平台化设计是利润关键 |"
"FOHLSRC-FOHLBASE-007-0209-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","209","209","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L209","d930c1d42a2dee8c4c494fd6537e71520a38ca980092d634624a1f0e9cb06f31","160","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业自动化与数字化毛利率 | 40.27%,同比提升 1.65pct。 | A | 工控产品具备较强利润基础,但机器人专用毛利需单独验证 |"
"FOHLSRC-FOHLBASE-007-0210-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","210","210","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L210","920c5ebdd273ff85019f525cd2644221eec10b4f2477ff24e0f0ee43b1127cca","129","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 新兴产业毛利率 | 约 28.91%。 | A | 该口径混合智能机器人与数字能源,不能判断人形零部件毛利 |"
"FOHLSRC-FOHLBASE-007-0212-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","212","212","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L212","3bc9269b451af7807c3114491f93642656ab0bde8016b848d738cc0fabc85c5f","242","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 利润弹性 | 若人形机器人零部件形成批量,弹性来自低压驱动、无框力矩电机、执行器、丝杠、编码器和仿生臂的多品类组合。 | E | 前提是进入头部客户供应链并形成可持续供货量 |"
"FOHLSRC-FOHLBASE-007-0214-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","214","214","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L214","79f3448f2515c14f82afa5747df430cb67f148cb4d9b758f574bc4d27e06c945","25","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 10. 增量来自哪里"
"FOHLSRC-FOHLBASE-007-0218-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","218","218","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L218","09583bae0c4ae9c32eab1a4ea264f9bef38eba8b006dafca5383485b08356d78","225","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业自动化国产替代 | 伺服、变频器、PLC、CNC、高性能电机、精密机械、气动和传感器等产品矩阵继续扩张。 | 高 | A | 通用自动化收入、伺服份额、PLC 份额、海外收入 |"
"FOHLSRC-FOHLBASE-007-0219-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","219","219","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L219","132f83375dd4b542dd40838cfd06b66b32d780912de48811e49fa1adc848ebc0","188","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业机器人国产替代 | SCARA 继续巩固,大六关节机器人在锂电、汽车等场景放量。 | 中高 | A | 工业机器人出货份额、六关节销量、海外客户 |"
"FOHLSRC-FOHLBASE-007-0220-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","220","220","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L220","c7066f1b913eb6e0c144125ab026cf49f55b35fc3e5951935002a499499116c7","266","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人核心零部件 | 无框力矩电机、低压直流驱动器、旋转/直线执行器、丝杠、编码器和仿生臂进入头部客户定制化方案。 | 中 | A / C / E | 客户名称、定点状态、供货量、收入、ASP、产能利用率 |"
"FOHLSRC-FOHLBASE-007-0221-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","221","221","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L221","0fa8ff4460be2c3f5f706d9b7f1f5dd90176af4b84b3e978754a1989905936e8","188","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 泛人形工业场景 | 依托工业客户和场景资源,将泛人形解决方案落到工业制造场景。 | 中 | A | 样板点、订单金额、真实替代人工场景、复购 |"
"FOHLSRC-FOHLBASE-007-0222-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","222","222","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L222","976af83717f2a2d38dc30899b27209fe7576dd37c4369f208c1d79bd0709b535","185","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| AI + 工业自动化 | iFG 工业智脑赋能产品、研发、制造、交付和运维,提升软件与解决方案粘性。 | 中 | A | 软件收入、方案毛利、客户复用 |"
"FOHLSRC-FOHLBASE-007-0223-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","223","223","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L223","855e1d1063719cd927befcba01a561d594ccfa17d35ee0cd682d0b63bc556ac4","160","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 数字能源 | PCS、储能系统、AIDC PSU/SST 等新产品和海外能源场景。 | 中 | A / C | 新兴业务收入拆分、订单、中标、毛利率 |"
"FOHLSRC-FOHLBASE-007-0225-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","225","225","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L225","43054907802d078de3cfaf89e4654c8a57b3e13cf5a7671eac0b26d9e5774c7f","37","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 11. 团队、治理与组织能力"
"FOHLSRC-FOHLBASE-007-0232-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","232","232","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L232","80e60331a79a40c2f59a9f2b33009655d975ccf13e0962d7c7ca0a83de92d438","151","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 团队稳定性 | 未见核心团队异常变动线索;2025 年研发人员 7,670 人,平台研发和产品线组织规模大。 | 加分项。 |"
"FOHLSRC-FOHLBASE-007-0234-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","234","234","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L234","08893c4ba9bee4eaf0bd62fa9a28085f4b67b2a3188b70c04ba49d7814c9bcc8","173","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 研发投入 | 2025 年研发投入 42.56 亿元,研发费用率 9.44%,累计专利及软著 3,375 个。 | 研发投入强,适合支撑多品类零部件平台。 |"
"FOHLSRC-FOHLBASE-007-0235-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","235","235","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L235","c91852c9ad08b51ce560a0a7113835b23b080466e27c4d9a88b73527f8ae0370","233","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 组织能力 | 通用伺服、变频器、PLC 和工业机器人已有份额硬证据;销售模式为分销为主、直销为辅,战略客户直销。 | 工业客户和渠道能力强,是人形零部件导入的加分项。 |"
"FOHLSRC-FOHLBASE-007-0236-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","236","236","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L236","a7f47717cb707af8a33ac59f9e44a45e2676efca83fc7ffd43bd5086bb11b678","217","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 经营与披露风格 | 务实:成熟业务披露份额和收入较充分;人形机器人零部件仍明确为产品矩阵、产能部署和定制化方案,未直接写成大规模收入。 | 相对稳健。 |"
"FOHLSRC-FOHLBASE-007-0237-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","237","237","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L237","f9dae59f653360fc9ed65f7dc0df22e94e059de5a6fb3ad51f6e94b99f74cc03","194","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 历史兑现能力 | 工业自动化和工业机器人份额兑现强;人形机器人零部件收入、客户、ASP 和供货量尚未披露。 | 主业兑现强,人形方向待验证。 |"
"FOHLSRC-FOHLBASE-007-0238-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","238","238","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L238","83e2d36b0f5a8f8988c26b8bb94478e9b7b40a6b54d8d6459dffb8ba5c8a58d7","166","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心判断 | 团队和组织能力是明显加分项;风险在于平台很强但人形机器人单品主供地位不能由工控份额外推。 | 加分项。 |"
"FOHLSRC-FOHLBASE-007-0240-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","240","240","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L240","ef3aa13da497d47cab2889a7bb58cee5a868892fa237501fab2c8c68f382f11d","34","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 12. 证据等级与资料来源"
"FOHLSRC-FOHLBASE-007-0244-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","244","244","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L244","14b2759a6f543ce9fcac28566406f93637478afe2d180ea1e553dda0cf990ec9","262","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 汇川技术 2025 年年度报告 | `industry_source_archive/data/public/robotics/core_components/extracted/html_text/20260528_汇川技术_年报_de3f2bbff5.md` | A | 公司财务、分部收入、毛利、市场份额、机器人产品矩阵、成本结构 |"
"FOHLSRC-FOHLBASE-007-0245-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","245","245","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L245","bd4a9a62849368fb3acd2899d323b3e4c2b422529a0e9a3e6d3cf087c0278106","221","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 汇川技术 2026 年第一季度报告 | `industry_source_archive/data/public/robotics/core_components/extracted/html_text/20260528_汇川技术_一季报_0b957ac44a.md` | A | 2026Q1 收入、利润、分业务收入 |"
"FOHLSRC-FOHLBASE-007-0246-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","246","246","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L246","9c64423dc975867f7517cf72f70a01fbf6ab596b65d41c65bf041837f04b930c","265","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 汇川技术投资者关系活动记录 | `industry_source_archive/data/public/robotics/core_components/extracted/html_text/20260528_汇川技术_投资者关系活动记录_d52907319c.md` | A | 工控复苏、价格传导、交期、AI 和人形机器人口径 |"
"FOHLSRC-FOHLBASE-007-0247-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","247","247","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L247","a2c2177a5e4928f10d5d7832cc2942ef1d8d916349bf776c1e82f0dc737db810","205","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 汇川技术产品中心 | `industry_source_archive/data/public/robotics/core_components/extracted/html_text/20260528_汇川技术_官网产品页_e460bd0c57.md` | B | 产品中心入口,正文较少 |"
"FOHLSRC-FOHLBASE-007-0248-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","248","248","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L248","944fa0de21e4ae8c3cec4335056a8aee04e8fc8e4f3a76f5eccd335452f4015f","283","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 汇川技术年报及一季报点评 | `industry_source_archive/data/report/motor/汇川技术(300124)2025年报及2026年一季报点评(维持)目标价:89.2元.a19865b78ac1.md` | C | 研报对伺服/变频/PLC、新兴业务和人形机器人零部件的补充解读 |"
"FOHLSRC-FOHLBASE-007-0249-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","249","249","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L249","66a01fa63b10a059d484524148fa99f230104643ae85136db3f1182f8e3d1fe1","252","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 汇川技术:新兴业务有望构筑新增长极 | `industry_source_archive/data/report/motor/汇川技术(300124CH)新兴业务有望构筑新增长极华泰研究.a74946d2777a.md` | C | 人形机器人产能基地、数字能源等增量线索 |"
"FOHLSRC-FOHLBASE-007-0251-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","251","251","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L251","7d8b333abedc8a51265d2e925e7abe45770419ae26d7fd4a2b0dee8e2831cd40","310","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-汇川技术-07-RISK):风险、估值弹性和投资相关表述不得替代证据结论,不构成投资建议。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-007-0253-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","253","253","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L253","7a56d9f16ee1ff588205ba426c54ea732aec0ea1eea8b4a81742a59636e92981","22","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 13. 待验证问题"
"FOHLSRC-FOHLBASE-007-0257-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","257","257","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L257","6f02e3c6b470e8374412db1f50200586be4b9c33f447bb301c100019449f851f","180","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高 | 人形机器人零部件是否已经形成收入?收入规模、毛利率和营收占比是多少? | 年报后续问询、IR、事业部访谈、客户侧采购资料 |"
"FOHLSRC-FOHLBASE-007-0258-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","258","258","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L258","f1de8e67395ec5babc00d14e6d8144f046fc06813cf238b9c191b09d7e32a96f","194","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高 | 汇川是否进入国内/海外头部人形机器人本体厂供应链?是送样、定点、小批量还是批量? | 客户公告、供应商名录、采购公告、产业链访谈 |"
"FOHLSRC-FOHLBASE-007-0259-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","259","259","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L259","32091627565eda3b0ad6c130b14bf4147773d1c1d381d9918ef58d647704418b","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高 | 无框力矩电机、低压直流驱动器、旋转/直线执行器、丝杠、编码器的具体 ASP、参数和寿命是多少? | 产品手册、报价单、客户 BOM、采购中标 |"
"FOHLSRC-FOHLBASE-007-0260-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","260","260","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L260","c921604aa3f6a63573ca6cd4e27f2c2efce6bae5943902b65801baddb69e155b","187","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高 | 南京、岳阳人形机器人零部件与仿生臂产能的投资额、产能、达产时间和利用率是多少? | 项目公告、环评、招标、地方政府项目资料 |"
"FOHLSRC-FOHLBASE-007-0261-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","261","261","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L261","71fef8117f00b3b6f418e446cba5cd0a939434a0a875ed4d1b8d198b29db56b0","141","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中 | 工业机器人本体中 SCARA、六关节、协作机器人收入和毛利率如何拆分? | 年报附注、IR、产品线资料 |"
"FOHLSRC-FOHLBASE-007-0262-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","262","262","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L262","6f6dbb1664d1cbebab70185c06a2d3389f5e28130ee403992b59f9feb3658616","142","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中 | 智能机器人和数字能源在新兴产业收入中的拆分比例是多少? | IR 问答、事业部披露、研报拆分模型 |"
"FOHLSRC-FOHLBASE-007-0263-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","263","263","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L263","b39c2737d32235a78de552f5b6f478f0d20647c48d08618a7095cda955712be7","124","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中 | 工业自动化涨价和交期紧张能否持续改善毛利? | 后续季度报、供应链价格、渠道反馈 |"
"FOHLSRC-FOHLBASE-007-0265-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","265","265","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L265","b7a1dcdb249a2b74ce59278cec34fedf5ecb88a5f7ab27efe4fabaa887e25de8","40","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 整机厂补充回填(2026-06-06)"
"FOHLSRC-FOHLBASE-007-0269-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","269","269","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L269","09e4278dfcfcfa219173b5d267105644655fa29c3436ac305a03a4138c42c650","147","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 商业化阶段 | P0 / P3 混合型。工业机器人和工控平台商业化强,人形机器人核心零部件和整机侧收入仍待拆。 |"
"FOHLSRC-FOHLBASE-007-0270-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","270","270","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L270","bc1df3a3efb0cbf8c5f557d61c9a4646720cc4d2f5f74730b7e58b64c721247a","140","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产品与价格 | 工业机器人分型号 ASP 未拆;人形相关无框力矩、低压驱动、控制器、执行器 ASP 均需补。 |"
"FOHLSRC-FOHLBASE-007-0271-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","271","271","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L271","6d50de36e94950ee836f32baa40c8f19e9b0bcd21e44964b5d76a297589d5d59","148","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 供应链穿透 | 工业机器人可验证控制器 / 伺服平台能力;人形客户、供货量和主供关系必须回到客户侧证据。 |"
"FOHLSRC-FOHLBASE-007-0272-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","272","272","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L272","03d74c7f714defd3d2fa79ce7e5f26a1c0fd9a91432095e8df81190e8921a410","124","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 成本与运维 | 工业自动化平台毛利不能直接套用人形零部件;机器人收入和毛利需单独拆。 |"
"FOHLSRC-FOHLBASE-007-0274-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","274","274","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L274","c03fd4417175ba977be75a0a3b758f1b26c4833be759fc03c77f9da663d3292c","139","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 下一步补证 | 工业机器人出货、人形零部件收入、客户、供货量、产品参数、ASP、寿命和产能利用率。 |"
"FOHLSRC-FOHLBASE-008-0004-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","4","4","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L4","921b94ff7ba01c586b8e700aa531b6a0e4f067670bacf580729b9351f42f9d99","35","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> case_id: ANA-ROBOT-INDUSTRY-001"
"FOHLSRC-FOHLBASE-008-0005-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-008-0005-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-008-0006-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","6","6","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L6","51ddefb06b154109ad40b8a957ea1dc8d5f6ce2e5ab03823e2d66f370c5111b7","43","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> batch_id: BATCH-ANA-ROBOT-MIGRATION-001"
"FOHLSRC-FOHLBASE-008-0007-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-008-0007-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-008-0010-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","10","10","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L10","6b70fdf4319b34a38405a95b6e109c6b55a71a355b6c2d255ed66038aa349b03","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> frozen_date: 2026-07-03"
"FOHLSRC-FOHLBASE-008-0012-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","12","12","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L12","229e5b6f2d71cd5b4705f7f20be8540ea151a520c9cbe1234c970c6502cc9304","24","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0. 冻结复核结论"
"FOHLSRC-FOHLBASE-008-0015-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","15","15","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L15","cd79cd837d92015495dff874aaa02b5e4a015d3140260011f8331796c19e169b","173","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 当前冻结含义是“稳定文件名、稳定入口、稳定来源映射和正式返修基线”,不是审核通过、不是对外交付版,也不是投资建议。"
"FOHLSRC-FOHLBASE-008-0016-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L16","705d939da58d5af5359f66afd4e6cebb0b52c40db48eb9a6372be783a579ff7d","334","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 证据状态统一按 FIRST_BATCH9_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-008-0016-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L16","705d939da58d5af5359f66afd4e6cebb0b52c40db48eb9a6372be783a579ff7d","334","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 证据状态统一按 FIRST_BATCH9_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-008-0017-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","17","17","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L17","2a000f35ef26bbeef8651ace9f93eca2377eec165c6874cfe416cb360568c998","163","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 复核备注:已按 P0 公司首批迁入;正式公司结论前需核验机器人收入/占比、客户供货阶段、ASP、寿命、产能和证据等级。"
"FOHLSRC-FOHLBASE-008-0019-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L19","4ee1975275ad4bdf0de8da13d2ca9527eed0ce1913f23921f155a9b87783fb26","57","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-029)"
"FOHLSRC-FOHLBASE-008-0019-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L19","4ee1975275ad4bdf0de8da13d2ca9527eed0ce1913f23921f155a9b87783fb26","57","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-029)"
"FOHLSRC-FOHLBASE-008-0021-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L21","5c82b1c961d876f19fbb2f5376e1eb308eca03026613589bc8af6145f2ce3099","196","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 本节为首批 9 公司输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、正式公司池确认、对外交付或完成状态。"
"FOHLSRC-FOHLBASE-008-0021-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L21","5c82b1c961d876f19fbb2f5376e1eb308eca03026613589bc8af6145f2ce3099","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 本节为首批 9 公司输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、正式公司池确认、对外交付或完成状态。"
"FOHLSRC-FOHLBASE-008-0022-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","22","22","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L22","9b9c649ecdbe80d8d26cf74a7391349e7fcd8a3b8bb8af6425f150ce1e85fd92","155","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 首批 9 范围:雷赛智能、步科股份、绿的谐波、柯力传感、奥比中光、兆威机电、拓普集团、三花智控、汇川技术。"
"FOHLSRC-FOHLBASE-008-0023-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","23","23","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L23","daecb9b9cb40b9e6befd7ce5c4a99bb20689a0df3f42f0583702740aaadd5dde","224","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 强字段统一降读:收入 / 订单、产能 / 产销、客户供货、ASP / 毛利 / 寿命、市场份额、主供 / 独供等,只能保留为待核验事实或缺口,不得由既有研究迁移稿直接升级。"
"FOHLSRC-FOHLBASE-008-0027-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","27","27","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L27","c7dbdf4972ce61c83210ffab224a1a666b1ae61c806cda73fdd7a238800adb0d","232","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 机器人相关定位 | 范围 / 产品层待审线索 | 仅保留为既有研究承接线索,正式结论前需回到公告、年报、官网或客户侧资料核验。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-008-0027-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","27","27","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L27","c7dbdf4972ce61c83210ffab224a1a666b1ae61c806cda73fdd7a238800adb0d","232","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人相关定位 | 范围 / 产品层待审线索 | 仅保留为既有研究承接线索,正式结论前需回到公告、年报、官网或客户侧资料核验。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-008-0028-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","28","28","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L28","7098b56319a52008b96fc885a044c191cd5c50d6259cd82224b76911ceaa8403","190","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产业链环节 | 范围 / 产品层待审线索 | 作为待审归类输入,不等同正式产业链覆盖或公司池确认。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-008-0029-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","29","29","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L29","2ebdb82657f9f9c7c26344d3a888aa0ffe57ea21000d3158242ca9ed12cd4f2a","206","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 核心判断 / P0 归因 | 范围 / 产品层待审线索 | 降读为分析员侧承接判断,需 reviewer 审核后才能进入正式输出。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-008-0029-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","29","29","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L29","2ebdb82657f9f9c7c26344d3a888aa0ffe57ea21000d3158242ca9ed12cd4f2a","206","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心判断 / P0 归因 | 范围 / 产品层待审线索 | 降读为分析员侧承接判断,需 reviewer 审核后才能进入正式输出。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-008-0030-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","30","30","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L30","6de59b41c4cb59ae12445788ea64b216f7489e90cce2925ec90b2a55e90dd2df","208","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 机器人产品 / 方案 | 范围 / 产品层待审线索 | 产品描述可保留为待审线索,参数、客户和商业化阶段不得外推。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-008-0030-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","30","30","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L30","6de59b41c4cb59ae12445788ea64b216f7489e90cce2925ec90b2a55e90dd2df","208","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人产品 / 方案 | 范围 / 产品层待审线索 | 产品描述可保留为待审线索,参数、客户和商业化阶段不得外推。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-008-0031-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","31","31","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L31","122a8e5da5f7ea9be46f3d03aaf8c1cdd5b1b3c5153db062c1098df945d2ce1c","221","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 机器人收入 / 订单 | 待核验 / 缺口保留 | 未完成本轮 primary source 逐项核验,收入、订单、占比和金额保持缺口或待核验。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-008-0031-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","31","31","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L31","122a8e5da5f7ea9be46f3d03aaf8c1cdd5b1b3c5153db062c1098df945d2ce1c","221","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人收入 / 订单 | 待核验 / 缺口保留 | 未完成本轮 primary source 逐项核验,收入、订单、占比和金额保持缺口或待核验。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-008-0032-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","32","32","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L32","8861d5b9eb67cbaae20b5f3d7491a39b9eecc295952c0bd2b812033269841238","208","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 出货 / 产能 / 产销 / 利用率 | 待核验 / 缺口保留 | 不得把既有研究中的产能、出货或产销表述升级为正式事实。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-008-0032-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","32","32","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L32","8861d5b9eb67cbaae20b5f3d7491a39b9eecc295952c0bd2b812033269841238","208","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 出货 / 产能 / 产销 / 利用率 | 待核验 / 缺口保留 | 不得把既有研究中的产能、出货或产销表述升级为正式事实。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-008-0033-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L33","05d83b877596e2a79dae38caa55c4f645806799e389e101d4b6101adf3eda3ec","226","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 客户供货 / 主供 / 独供 / 份额 | 待核验 / 缺口保留 | 客户、主供、独供、份额和供应体系关系均需客户侧或公司侧官方证据。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-008-0033-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L33","05d83b877596e2a79dae38caa55c4f645806799e389e101d4b6101adf3eda3ec","226","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户供货 / 主供 / 独供 / 份额 | 待核验 / 缺口保留 | 客户、主供、独供、份额和供应体系关系均需客户侧或公司侧官方证据。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-008-0034-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L34","9b0687ac1aca90e8c7c9de6faaee97ad8b61ee39f8168b89bf055c6d316b346a","211","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| ASP / 毛利 / 寿命 / 售后 | 待核验 / 缺口保留 | 无官方可复核证据前保留为缺口,不用于输出通过或估值弹性判断。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-008-0034-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L34","9b0687ac1aca90e8c7c9de6faaee97ad8b61ee39f8168b89bf055c6d316b346a","211","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP / 毛利 / 寿命 / 售后 | 待核验 / 缺口保留 | 无官方可复核证据前保留为缺口,不用于输出通过或估值弹性判断。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-008-0035-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L35","b396fa2a00b43a538dbab32ff5806764246769be422ae8a3e507000ca9c140f3","214","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 市场份额 / 增量弹性 | 待核验 / 缺口保留 | 仅作为待验证分析路径,不能写成确定份额、确定放量或正式投资结论。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-008-0035-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L35","b396fa2a00b43a538dbab32ff5806764246769be422ae8a3e507000ca9c140f3","214","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 市场份额 / 增量弹性 | 待核验 / 缺口保留 | 仅作为待验证分析路径,不能写成确定份额、确定放量或正式投资结论。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-008-0037-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","37","37","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L37","bc1738bccad1175fa3b1f9b1504be982d80c53c5368f9bc51f4f0840462bf73c","128","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/first_batch9_field_downgrade_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-008-0039-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L39","5ebba625f14ec07652e3b464d1f417cd68301aa47e56b0eecdd7934ee227148f","63","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-029)"
"FOHLSRC-FOHLBASE-008-0039-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L39","5ebba625f14ec07652e3b464d1f417cd68301aa47e56b0eecdd7934ee227148f","63","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-029)"
"FOHLSRC-FOHLBASE-008-0043-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","43","43","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L43","75ae711804d5fec2d703e55418688fffa4ca013e54bbac275ecf6088d99b92cd","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 公司结论 / 一句话结论 | 将 P0、核心看点、商业化判断降读为承接线索,不写成审核通过结论。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-008-0043-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","43","43","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L43","75ae711804d5fec2d703e55418688fffa4ca013e54bbac275ecf6088d99b92cd","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司结论 / 一句话结论 | 将 P0、核心看点、商业化判断降读为承接线索,不写成审核通过结论。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-008-0044-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","44","44","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L44","b3fba4991aa4812d81f841c4ee2fa179b313f156f4a2aa56eb16d9f1814520fa","178","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 机器人产品和产业链位置 | 保留产品层描述,但标注仍待 primary source 或 reviewer 复核。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-008-0045-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","45","45","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L45","00ffa9594ad81188cfcbf410fab63a6b9195ecff3e59da6db42dade3e83d5054","200","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 收入、订单、营收占比 | 收入、订单、占比、利润弹性全部保留待核验或缺口,不作为正式输出事实。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-008-0045-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","45","45","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L45","00ffa9594ad81188cfcbf410fab63a6b9195ecff3e59da6db42dade3e83d5054","200","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 收入、订单、营收占比 | 收入、订单、占比、利润弹性全部保留待核验或缺口,不作为正式输出事实。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-008-0046-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L46","4d0c46a499d0aca9aae109bb219c6be4b0fcc299b2c6e3609d0186fed0f48167","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 出货、产能、产销和利用率 | 出货、产能、良率、利用率和交付节奏不因既有研究迁移而升级。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-008-0046-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L46","4d0c46a499d0aca9aae109bb219c6be4b0fcc299b2c6e3609d0186fed0f48167","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 出货、产能、产销和利用率 | 出货、产能、良率、利用率和交付节奏不因既有研究迁移而升级。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-008-0047-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","47","47","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L47","14098c82cd1086bb2307eb090170642db900e2b0c1c9d8ffdbf6957e3bc6f7cd","194","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 客户、供货、主供和份额 | 客户关系、主供、独供、进入供应体系和份额均需官方或客户侧补证。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-008-0047-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","47","47","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L47","14098c82cd1086bb2307eb090170642db900e2b0c1c9d8ffdbf6957e3bc6f7cd","194","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户、供货、主供和份额 | 客户关系、主供、独供、进入供应体系和份额均需官方或客户侧补证。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-008-0048-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L48","99096aa70d8c49b886242e87fc1606d204330c56eb918ff9309f9d1c08e71a3d","176","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| ASP、毛利、寿命和售后 | ASP、毛利率、寿命、售后和返修口径均保持缺口或待核验。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-008-0048-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L48","99096aa70d8c49b886242e87fc1606d204330c56eb918ff9309f9d1c08e71a3d","176","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP、毛利、寿命和售后 | ASP、毛利率、寿命、售后和返修口径均保持缺口或待核验。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-008-0049-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L49","528d5c586c9eed308c4de1e93e9ed2bc7da5d478a6e74493ec1b06bd3311fc67","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-008-0049-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L49","528d5c586c9eed308c4de1e93e9ed2bc7da5d478a6e74493ec1b06bd3311fc67","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-008-0051-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","51","51","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L51","537d0cea809563addda51938b11861205d71411ec3308a3edf1a380560022d47","141","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/first_batch9_body_strong_field_annotation_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-008-0056-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","56","56","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L56","2be23f8df0b6e23408ce0aeb8f7252475eb4c11b4eecbafe3cebc939bf9cada2","15","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","版本:v0.2"
"FOHLSRC-FOHLBASE-008-0057-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","57","57","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L57","60a5d654e7ad3df40f107d33da1d7fb847cbc3841deee2d65a5ac71da3a83fce","21","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","日期:2026-05-29"
"FOHLSRC-FOHLBASE-008-0059-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","59","59","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L59","12b777bd2b86f92aac8cc2cb71419d751d19829a12db7dcc4b3eb36b3475dc6b","440","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","资料口径:主要使用柯力传感 2025 年年度报告、2026 年一季报、2025 年半年报、2025 年年度股东会会议资料/经营计划、官网产品页、展会产品页及本地力传感器专题资料。公告、年报、半年报、一季报作为 A 级证据;官网/展会产品页作为 B 级证据;券商研报和行业资料作为 C 级证据;客户传闻、市场传闻和价格推算不作为确定事实。"
"FOHLSRC-FOHLBASE-008-0061-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","61","61","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L61","4d24e09b38b116955e789b81cee358a6f70e99baf3f1035d3cecd3ce3da45d0c","306","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-柯力传感-01-CONCLUSION):P0、核心看点、商业化阶段和一句话结论均需降读为待审判断。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-008-0063-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","63","63","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L63","00c3ed02422ee43512a72d9daa9369705c70551c0e064a4450465ea3659a569e","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 1. 公司结论"
"FOHLSRC-FOHLBASE-008-0067-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","67","67","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L67","d05c483a8a5b360694187353a3eab6877ef0c60f4ea8e0efa01a06f2d81b0bff","345","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 一句话结论 | 柯力传感是 A 股中机器人力学传感器进展披露最清楚的平台型公司之一,主业是力学传感器和工业物联网,机器人方向已经从研发验证、送样测试进入“小批量向批量化供应过渡”阶段,但机器人业务收入、毛利、客户名称和批量 ASP 仍未拆开。 |"
"FOHLSRC-FOHLBASE-008-0068-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","68","68","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L68","c6679c1724af2c8c0410fd5bfa726047785e22387ec308ad101fae70c506d505","328","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 当前阶段 | 传统力学传感器和仪表是现金流和制造底盘;机器人六维力/力矩传感器、关节扭矩传感器、触觉传感器和多模态融合感知是第二增长曲线。2025 年机器人力学传感器销售量超过 1500 只,送样客户超过 70 家;2026 年月出货量已突破千只。 |"
"FOHLSRC-FOHLBASE-008-0069-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","69","69","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L69","5c5fab7c5b259895a1918369d782b62887fa825ca8db96c8f861a5e09290673d","261","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心看点 | 2025 年公司收入 15.58 亿元、归母净利润 3.41 亿元;力学传感器及仪表收入 6.20 亿元、毛利率 43.29%;研发投入 1.43 亿元,占收入 9.15%;力学传感器全年产量 238.95 万只、销量 253.93 万只。 |"
"FOHLSRC-FOHLBASE-008-0070-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","70","70","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L70","ff980ad628134aae1322fea31ec3389c33d6d56735588945a7a8598a70e5aa01","395","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产业链话语权 | 在称重/力学传感器传统主业中具备规模制造、渠道和平台优势;在机器人六维力环节,出货节奏和客户覆盖领先于多数上市公司,但与宇立、坤维、蓝点等专精厂商以及 ATI、Robotiq、OnRobot 等海外品牌相比,仍需要用客户定点、复购、寿命、标定能力和批量 ASP 来验证真正话语权。 |"
"FOHLSRC-FOHLBASE-008-0071-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","71","71","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L71","e7f443d51d9851d63252a1a8c2dc14e3cdc0968bc37c2f1577c28c1ee7ecb9c6","307","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心风险 | 机器人传感器收入未单独披露;送样客户和出货量不能直接外推为稳定批量订单;产品寿命、良率、返修、标定节拍、产能利用率未披露;六维力单价可能随着人形机器人放量快速下降,收入弹性不一定等同利润弹性。 |"
"FOHLSRC-FOHLBASE-008-0073-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","73","73","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L73","05938d44ad30dbc19146a9282de4dcfcf4090e4d63880ed3a12456f482163556","38","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 二次复核定位(2026-06-03)"
"FOHLSRC-FOHLBASE-008-0077-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","77","77","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L77","0a8301667e0ceee4eba7031742d6f63ce76be0e0c38e30829bb3676fee18417a","55","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| P0 类型 | 已有较强机器人业务硬数据。 |"
"FOHLSRC-FOHLBASE-008-0078-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","78","78","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L78","73dbd1ed2817b496b4739102e82be0dc583fa59d008dcd0e7a248c45d0bb3eae","163","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 确定性 | 机器人力学传感器销量、送样客户和月出货节奏已有公司侧披露;传统力学传感器收入和毛利率提供制造底盘。 |"
"FOHLSRC-FOHLBASE-008-0080-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","80","80","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L80","ee1bd8593f7504aaccfe07b7ddcc4dac97b9e602b6f4d53410061899b2ac3827","142","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 话语权判断 | A 股力觉披露进展最清楚之一,但真实话语权要看定点客户、复购、批量 ASP、寿命和良率。 |"
"FOHLSRC-FOHLBASE-008-0081-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","81","81","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L81","542a904415fb5dc12e919f6c5ad712c9f1970a31224b26ffdec187af29d7880a","151","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 不能外推 | 不能把送样客户数直接写成稳定批量客户;不能把力学传感器大类收入直接等同机器人六维力收入。 |"
"FOHLSRC-FOHLBASE-008-0082-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","82","82","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L82","11349ecd03102ec6be4c1748139021fc7493aa644fe999717625b7e465703743","158","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 下一步最该补 | 机器人传感器收入、客户名称、分产品 ASP、寿命、良率、标定节拍、产能利用率和应变片/MEMS 来源。 |"
"FOHLSRC-FOHLBASE-008-0084-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","84","84","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L84","ad3f2087b702e9b0b2434495c63a1e30aaaf159ead77e1918e65c14ce3cd2383","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 2. 基本信息"
"FOHLSRC-FOHLBASE-008-0089-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","89","89","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L89","69e641f8ceddffb1c8174833402abec85554a5df114ee41d38c91a7d45752413","28","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 证券代码 | 603662.SH |"
"FOHLSRC-FOHLBASE-008-0092-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","92","92","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L92","1e57ad337e9b2556e16314c7e88c73dd4b7dee67985b02a781be801ce9cb1e32","61","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 注册/办公地址 | 宁波市江北区长兴路 199 号 |"
"FOHLSRC-FOHLBASE-008-0097-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","97","97","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L97","39e69dcef80f06300f88ce6dba1b987ed79f959794e5b06d3cbc1fe98d2f75aa","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 3. 所属产业链环节"
"FOHLSRC-FOHLBASE-008-0104-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","104","104","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L104","0ef91ab9d48ff0b7c024a6ad952000c7dec6dd72df0fec258292eacda0d77bc3","256","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 相邻环节边界 | 称重传感器和工业测力产品只能说明制造底盘,不能直接等同机器人六维力收入;触觉传感器与六维力互补,不能混同;战略投资的机器人本体公司不等于柯力自身整机收入。 |"
"FOHLSRC-FOHLBASE-008-0105-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","105","105","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L105","147d66b37a5f38be6ca975adce47a09a995c00f298766bec73ba696b149ec2ff","226","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 话语权判断 | 当前是“上市平台 + 机器人力学传感器小批量放量”的重点跟踪对象。硬证据强在出货量和送样客户数,弱在客户名称、订单金额、单品毛利和复购数据。 |"
"FOHLSRC-FOHLBASE-008-0107-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","107","107","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L107","6f437bd49d56ed8c2d75a7419914ecc58e9d77b07ef1faeeae7837a265fc1887","325","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-柯力传感-02-PRODUCT):产品和产业链位置仅保留范围 / 产品层待审线索,不能外推客户、收入或份额。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-008-0109-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","109","109","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L109","ba20cf70d76100f27080316b4f669b8002fc26c708f182ccb8b539f9b660aba8","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 4. 机器人相关产品"
"FOHLSRC-FOHLBASE-008-0113-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","113","113","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L113","356ceb7d926d456a966b2b016d9f284ec37bf247050dfc768113dba164f27684","400","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 六维力/力矩传感器 | 人形机器人手腕、脚踝,协作/工业机器人末端 | 应变式力觉、结构解耦和算法解耦,高速采样、高速通讯、自动化校准 | 官网产品页披露 KL6F-C96 系列,产品类型为六轴力传感器;年报披露相关业务从验证向订单转化和规模交付演进 | A / B | 型号参数、寿命、真实 ASP、机器人客户 |"
"FOHLSRC-FOHLBASE-008-0114-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","114","114","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L114","c2169933a43fbab3f1fe2b3e7e2db31cf5e27256e8bf2959fc6032948e907085","197","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 关节力矩传感器 | 旋转关节、执行器模组 | 关节扭矩检测,与执行器控制闭环相关 | 年报列为重点推进产品 | A | 是否进入关节模组厂定点、供货量 |"
"FOHLSRC-FOHLBASE-008-0115-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","115","115","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L115","3c7d85fd64839fa5efd4215ba7eb425ebc065a405049d154aa1fe4d304dcde9e","245","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 触觉传感器 | 灵巧手、电子皮肤、末端接触感知 | 与猿声先达、他山科技等投资生态协同 | 年报披露持续推进触觉感知和多模态融合研发 | A | 柯力自研和参股公司产品边界、收入归属 |"
"FOHLSRC-FOHLBASE-008-0116-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","116","116","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L116","73868ee4b868bbb2b607d6af8dde9fbac878088d0583eb13a2f81e17a6d744d4","264","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| MEMS 微型多维力传感 | 微型化、轻量化、高频响应方向 | MEMS、硅基应变、多结构、自补偿、自修复等研发方向 | 年报披露持续研发,经营计划中列为重点 | A | 是否已量产、是否自研应变片/敏感芯片 |"
"FOHLSRC-FOHLBASE-008-0117-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","117","117","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L117","168d7ff0e928cd372c060198b4c69e38cea6dd1397b28f95928cac764dccc220","278","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 多模态融合感知方案 | 机器人力觉 + 触觉 + IMU | 通过力觉、触觉、惯性、视觉和本体生态布局形成组合方案 | 战略投资开普勒、猿声先达、他山科技、北微传感、智身科技 | A | 是否形成可销售系统方案和收入 |"
"FOHLSRC-FOHLBASE-008-0118-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","118","118","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L118","031bcc2d037d52034aa5aa93dd4f6d073ffa21795a0a5ab8c5a0437df6fc6a74","167","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人专用传感器 | 展会产品应用 | 展会产品页列示“机器人专用传感器” | 公司侧展会资料披露 | B | 具体产品参数和订单 |"
"FOHLSRC-FOHLBASE-008-0120-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","120","120","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L120","589836d62a0e79db54f64d83f4c0801db325b2c6293fbde90db066956cab815b","319","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-柯力传感-03-REVENUE):收入、订单、营收占比、利润和毛利等财务强字段继续保持待核验或缺口。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-008-0122-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","122","122","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L122","96ea00535aabee902697e8f166a5fad61aaed8409d591ed5d46fc508e4fe8688","36","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 5. 收入、利润与营收占比"
"FOHLSRC-FOHLBASE-008-0126-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","126","126","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L126","060baea6a762a2132b680c6528dac17c77f8ed8206b9d32e47cfff7c0130c61c","122","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司总收入 | 15.58 亿元,同比增长 20.33% | 2025 年 | A | 年报口径,营业收入 1,558,438,867.20 元 |"
"FOHLSRC-FOHLBASE-008-0127-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","127","127","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L127","6d98582ff2d1ce80093ea6d680c636abdd30f0e2dae52cf74df9ec3de6cb6d6a","85","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 归母净利润 | 3.41 亿元,同比增长 30.73% | 2025 年 | A | 年报口径 |"
"FOHLSRC-FOHLBASE-008-0128-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","128","128","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L128","d2c6141beabc65c995c258838c28b4c3071916cbb8125ee0043219041bebc31f","91","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 扣非归母净利润 | 2.14 亿元,同比增长 11.06% | 2025 年 | A | 年报口径 |"
"FOHLSRC-FOHLBASE-008-0129-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","129","129","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L129","460cd319fba0191765eef245f4b8b00d943f8d7468eef9154fc797ecc5ad45c0","92","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 经营现金流净额 | 3.86 亿元,同比增长 127.48% | 2025 年 | A | 年报口径 |"
"FOHLSRC-FOHLBASE-008-0130-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","130","130","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L130","e499a93392ee7b36d795e61e9e76ffa264ef623147cec72e4f79c9200f52f994","98","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 研发投入 | 1.43 亿元,占收入 9.15% | 2025 年 | A | 研发人员 289 人,占 9.74% |"
"FOHLSRC-FOHLBASE-008-0131-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","131","131","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L131","7b1c5066c2702db5dd59475028423d96e5545c492c5682ea20a96a39e90ce194","98","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 主营业务收入 | 14.88 亿元,毛利率 44.78% | 2025 年 | A | 仪器仪表行业口径 |"
"FOHLSRC-FOHLBASE-008-0132-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","132","132","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L132","e8f1c3e1d927b1cfd25af54480b2d2cb1cba773ab885ad2419afc50b4deb6528","155","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 力学传感器及仪表收入 | 6.20 亿元,毛利率 43.29% | 2025 年 | A | 占公司总收入约 39.77%,但不是机器人六维力单品收入 |"
"FOHLSRC-FOHLBASE-008-0133-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","133","133","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L133","6922a6ceec7a62bc51bac464cba432cd640f5bc1c09292a627571ab09fa6012a","133","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业物联网及系统集成收入 | 5.89 亿元,毛利率 47.93% | 2025 年 | A | 含系统集成,不等同机器人业务 |"
"FOHLSRC-FOHLBASE-008-0134-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","134","134","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L134","de4f8269dc6b37a1715876d922745847786fcc31c751fed71dd8a0420720653d","140","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 其他物理量传感器-光电收入 | 0.69 亿元,毛利率 53.14% | 2025 年 | A | 意普兴并表带来光电传感器收入线索 |"
"FOHLSRC-FOHLBASE-008-0135-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","135","135","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L135","d2ce7c5a53ba6a1ba6cc8f52234085f7a97f9e28ce2e2af0c34f863c57c46ecf","98","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 国内收入 | 11.81 亿元,毛利率 43.04% | 2025 年 | A | 公司主营业务地区口径 |"
"FOHLSRC-FOHLBASE-008-0136-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","136","136","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L136","fb3ad8f7e0769c8d6ce5613ed5bf0fb8c8e601a175e045b39ddae7029b613f08","109","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 国外收入 | 3.07 亿元,毛利率 51.46% | 2025 年 | A | 不能外推为海外机器人客户收入 |"
"FOHLSRC-FOHLBASE-008-0137-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","137","137","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L137","7724b53fc7707824d378075669e9ff8d46f949b5f79acdd9ce3a67a9ef700ee7","80","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 直销收入 | 13.49 亿元,毛利率 45.79% | 2025 年 | A | 直销为主 |"
"FOHLSRC-FOHLBASE-008-0138-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","138","138","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L138","b6b11f7443d1952f5b08d12b969bc284480bc5a864e46870e7af46baf71978b4","85","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 经销收入 | 1.39 亿元,毛利率 34.94% | 2025 年 | A | 经销占比较低 |"
"FOHLSRC-FOHLBASE-008-0139-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","139","139","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L139","c339e487b899caba50e2b81eb8b8340f39b1b9a153abc8b29ad6510a4fb2fff7","128","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人力学传感器收入 | 未披露 | 2025 年 | A | 已披露销量和客户数,但未披露收入、毛利和 ASP |"
"FOHLSRC-FOHLBASE-008-0140-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","140","140","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L140","c6b6eaaba1f60aaa99724b5a8847c6a14a025cb6e4f82c872d185936b9b256b9","87","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2026Q1 总收入 | 3.58 亿元,同比增长 13.34% | 2026Q1 | A | 一季报口径 |"
"FOHLSRC-FOHLBASE-008-0141-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","141","141","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L141","139337505ab4ca3a5769c4793c80e496af37dac43d147685567d766adb9eb484","151","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2026Q1 归母净利润 | 0.41 亿元,同比下降 45.65% | 2026Q1 | A | 受投资收益等因素影响,扣非归母净利润同比增长 20.76% |"
"FOHLSRC-FOHLBASE-008-0142-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","142","142","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L142","655b983d3873f6aa08594b02fad643f323bf7e1140ce4d92a6d115aff6e013ac","114","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2026Q1 扣非归母净利润 | 0.52 亿元,同比增长 20.76% | 2026Q1 | A | 更能反映经营主线趋势 |"
"FOHLSRC-FOHLBASE-008-0144-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","144","144","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L144","04a246f7d428bb069058db554adbefcd438dd04ece6cd6f189ce93f730a1cc17","320","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-柯力传感-04-CAPACITY):出货、产能、产销、利用率、良率和交付节奏不得由既有研究迁移稿升级。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-008-0146-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","146","146","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L146","a7f367930f0a44d7fef3b3e9eaf9706f155f20432cb123eb4e979d8c8aa02fc1","48","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 6. 产量、销量、产能与产能利用率"
"FOHLSRC-FOHLBASE-008-0150-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","150","150","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L150","7726e76fd6c30e3333b073dc3e2c13ca26730bfe35f782c75e53779295944f6e","95","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 生产量 | 238.95 万只 | 力学传感器 | 2025 年 | A | 机器人力学传感器占比 |"
"FOHLSRC-FOHLBASE-008-0151-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","151","151","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L151","c3605d220e74b1b1e59e1f05eefbb4a40905aead247b19a5417e2d33e49b5262","119","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 销售量 | 253.93 万只 | 力学传感器 | 2025 年 | A | 机器人六维力、关节力矩和传统测力拆分 |"
"FOHLSRC-FOHLBASE-008-0152-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","152","152","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L152","0b1b3496759a69f75f015daf22243ca92261f8c983ed181bc3e1a182fe3f0daf","91","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 库存量 | 72.85 万只 | 力学传感器 | 2025 年 | A | 产品结构和库存周转 |"
"FOHLSRC-FOHLBASE-008-0153-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","153","153","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L153","1e79066d652bf66c955f0adf2b7749d1e9e982ec0af27bef9d22ff70b00903e9","146","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人力学传感器销量 | 超过 1500 只 | 六维力/力矩、关节力矩等 | 2025 年 | A | 分产品、分客户、分场景销量 |"
"FOHLSRC-FOHLBASE-008-0154-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","154","154","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L154","cc673f190a6f12b1d218e78f2d82e6a147145ad3731221ce284dd02850a00425","137","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 送样客户数 | 超过 70 家 | 人形、协作、工业机器人客户 | 2025 年 | A | 客户名称、定点状态、复购情况 |"
"FOHLSRC-FOHLBASE-008-0155-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","155","155","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L155","34254b905da0508b313fd5a390d261e35556857870520a1092a68aef0f2ba983","127","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 月出货量 | 已突破千只 | 机器人力学传感器 | 2026 年 | A | 是否持续、是否批量订单、月度收入 |"
"FOHLSRC-FOHLBASE-008-0156-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","156","156","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L156","5b5efea6720a37690eee26eb0f6cfe786aad03de854abce35f399999eca3a7a9","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 自动化测试与机加工设备 | 2025 年 4 月购置并启用,提升标定、检测和机加工效率 | 六维力传感器 | 2025 年 | A / C | 标定节拍、良率、产线实际产能 |"
"FOHLSRC-FOHLBASE-008-0157-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","157","157","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L157","bce21e662d2f1e5be50485193c33651979d31d98a76c782b01005782377b9c9d","172","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 自动化产线计划 | 力争 2026 年下半年实现机器人传感器自动化产线生产 | 机器人传感器 | 2026 年计划 | A | 投产节点、产能利用率 |"
"FOHLSRC-FOHLBASE-008-0158-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","158","158","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L158","986bbaea030a5f869da4856cc1aac74e3aabd29b658ba7f8e15b030b8e56f7ec","180","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产能基础 | 半年报披露传感器 300 万台、仪表 50 万套产能基础线索 | 公司整体传感器/仪表 | 2025H1 | A | 与机器人传感器产能的对应关系 |"
"FOHLSRC-FOHLBASE-008-0159-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","159","159","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L159","a6f1f7e9386d8237e1e6af82506ad3d53476948bd0c2745b57fde8085cb0af72","119","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产能利用率 | 未披露 | 机器人力学传感器 | 2025/2026 | A | 不能由销量直接倒推产能利用率 |"
"FOHLSRC-FOHLBASE-008-0161-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","161","161","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L161","3c80d1de2ea3be911f15d802efc4db241781e7bc175c4d7ca69690c9d2cb6797","317","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-柯力传感-05-CUSTOMER):客户、供货、主供、独供、份额和供应体系关系需要官方或客户侧补证。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-008-0163-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","163","163","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L163","3a8b29c24f343e7211009f89e271e51f456be25e2669a9275cad63458df3a619","39","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 7. 客户、供应链与供货状态"
"FOHLSRC-FOHLBASE-008-0165-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","165","165","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L165","aaba97d9b00c750ab88c75552a1c25169667bd523d7092a2365e553232ac9155","112","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户 / 类型 | 对应产品 | 供货状态 | 供货量 / 金额 | 国内 / 海外 | 证据等级 | 备注 |"
"FOHLSRC-FOHLBASE-008-0167-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","167","167","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L167","65d421625d41f8e72d87ea92aa9d87f6ade2cda1ec6a523cc18c5f0163e03098","219","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 国内人形机器人客户 | 六维力/力矩、关节力矩传感器 | 送样、测试验证,部分向小批量订单演进 | 未披露 | 国内 | A | 年报和半年报均披露客户导入路径,但未具名 |"
"FOHLSRC-FOHLBASE-008-0168-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","168","168","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L168","068849340fdca123badc87750bdcaef2e3d63e671e1222b9e9a4ceb8eeb262b4","177","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 协作机器人客户 | 末端六维力、力控传感器 | 送样/小批量导入 | 未披露 | 国内为主 | A | 协作机器人是六维力现实需求较明确的场景 |"
"FOHLSRC-FOHLBASE-008-0169-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","169","169","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L169","7f35f97a291bf77ba990574aa12fbbb96e860326acf1d85797feebdde6ce9575","156","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业机器人客户 | 打磨、装配、焊接等力控场景 | 送样/导入 | 未披露 | 国内为主 | A | 需要补客户侧项目和复购数据 |"
"FOHLSRC-FOHLBASE-008-0170-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","170","170","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L170","7cf931316057c766f70f042b9a0cb641a973db22e55eceeeefc66f30499a2bb8","174","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 前五名客户 | 公司整体产品 | 客户集中度低 | 销售额 8,638.92 万元,占年度销售总额 5.54% | 未披露 | A | 不存在对单一客户重大依赖 |"
"FOHLSRC-FOHLBASE-008-0171-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","171","171","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L171","08b8c4b72838bd6df6db5d51a48367d63252ad3d4e7fb9ddd6b9d4922e7ad3e8","180","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 前五名供应商 | 公司整体采购 | 采购集中度低 | 采购额 7,982.40 万元,占年度采购总额 8.82% | 未披露 | A | 不存在对单一供应商重大依赖 |"
"FOHLSRC-FOHLBASE-008-0173-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","173","173","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L173","2cfd81ebb677dbadd205195c8eb474342ce11bdf0a8d05b8dbbf8bb4f3edd211","186","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 猿声先达、他山科技、北微传感 | 触觉、IMU、多模态感知生态 | 战略投资/协同 | 未披露 | 国内 | A | 用于补链、强链、延链,收入归属需拆 |"
"FOHLSRC-FOHLBASE-008-0175-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","175","175","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L175","da5639eb96d87b2d88025352a0041ec896cb636c9fbfa89b47b7906450b86d4b","41","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 本体商阵营回填(2026-06-21)"
"FOHLSRC-FOHLBASE-008-0178-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","178","178","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L178","2e0c17030f8308ecfc47a5a7cf12398caf5341e6b447a1144b0c2e62b4d3415b","161","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 增量来源:六维力、力矩和触觉传感器若从手腕、足端、灵巧手等位置进入标配,收入弹性和话语权会高于普通传感器。"
"FOHLSRC-FOHLBASE-008-0179-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","179","179","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L179","63948d6ba8d36ac5c7a7aac00cdee59dd7f344d87a9d359d760fabb06b97bafd","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 待验证边界:送样客户、客户数量和月出货线索不能直接等同批量主供,下一步重点补客户名称、安装位置、单机用量、ASP、寿命和校准成本。"
"FOHLSRC-FOHLBASE-008-0181-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","181","181","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L181","74a409bf9dd35877cffa315e31d0ca981043f14995d670d4a47c1d9fc2dd8b93","50","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 第一批客户侧证据回流(2026-06-21)"
"FOHLSRC-FOHLBASE-008-0183-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","183","183","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L183","7b390621b2103ad3a166ef4610aeb54072a55834a32f94ce656cda1d0ebd1f61","146","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 本轮可回填:年报披露机器人力学传感器销量、送样客户和月出货节奏;六维力产品页可补型号和产品方向。"
"FOHLSRC-FOHLBASE-008-0184-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","184","184","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L184","5a35a1ae5fc81ccdd744040df9c439cea9409b580670d3eb55ed4f09d4b1557b","89","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 证据阶段:可写“送样 / 小批量向批量化过渡”的供应商侧证据。"
"FOHLSRC-FOHLBASE-008-0185-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","185","185","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L185","ce9fe7c0a2be6bf26e7830f447ba6d2b3cebfec2a2351b799134201d8f9f5fe9","146","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 不能外推:客户名称、安装位置、单机用量、ASP、寿命、标定和返修率仍未披露,不能写成具体本体商主供。"
"FOHLSRC-FOHLBASE-008-0187-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","187","187","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L187","579846c789fc0e92e7cd09c8ac9b4e9ddcf1fbc60f79a1d7263f8a7df0b0b6a1","300","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-柯力传感-06-ASP):ASP、毛利、寿命、售后和返修口径均保留为缺口或待核验事实。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-008-0189-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","189","189","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L189","28165afe0771553374ae696b75f35d0b289a3aa1a7a934445b8d7bfa9242e09e","36","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 8. ASP、寿命、交付与售后"
"FOHLSRC-FOHLBASE-008-0193-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","193","193","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L193","ee4592a3d7568c5fa94c776fd486c7f291dc69aa3b1a6be4ac5ba5953735989f","151","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 批量 ASP | 未披露 | 机器人六维力/力矩、关节力矩传感器 | A | 公司未披露按型号、客户和批量阶段拆分的成交价 |"
"FOHLSRC-FOHLBASE-008-0194-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","194","194","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L194","27e596d7d366bff8e5be84c3c029579808c6cf45d365fa75985ccd33180d5081","189","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 市场价格带 | 内资六维力常见约 1-2 万元/个,外资高端约为内资 3 倍以上 | 行业六维力传感器 | C | 行业口径,只能作为价格带,不是柯力 ASP |"
"FOHLSRC-FOHLBASE-008-0195-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","195","195","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L195","dd676a994c2635a0517f8d21b1574bac5679ad315e3f11e9bf0523c84acb57aa","157","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 收入推算 | 不做确定性推算 | 机器人力学传感器 | E | 2025 销量超过 1500 只,但产品结构、价格和是否含采集模块未知 |"
"FOHLSRC-FOHLBASE-008-0198-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","198","198","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L198","db59d30c7d2f5fec2568b3c2cb22a32a115dfd4a6658d5f532686b4af839f7fd","228","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 交付约束 | 标定设备、弹性体加工、贴片固化、组桥走线、温漂补偿、批量一致性和客户适配 | 机器人力学传感器 | A / E | 自动化产线和恒温恒湿生产环境是后续重点观察 |"
"FOHLSRC-FOHLBASE-008-0200-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","200","200","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L200","3da28f4f3d7ccfc946a36b2bd90d87f25241941b251a0dbdc7d5cd759bb52d35","33","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 9. 成本结构与利润弹性"
"FOHLSRC-FOHLBASE-008-0204-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","204","204","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L204","b5d5717b3bc6c2ed7974853e254aa210ea22faeb2b992a1ce7dd615104c15ccf","184","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司仪器仪表成本结构 | 直接材料 62,717.43 万元,占 76.34%;直接人工 9,098.63 万元,占 11.07%;制造费用及其他 10,340.85 万元,占 12.59%。 | A |"
"FOHLSRC-FOHLBASE-008-0205-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","205","205","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L205","c5fd76dfbd14c6043523358e533b430c6f7960be82afd4410b94b0669b6aa6db","189","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 力学传感器及仪表成本结构 | 直接材料 26,324.79 万元,占 74.88%;直接人工 5,122.58 万元,占 14.57%;制造费用及其他 3,706.63 万元,占 10.55%。 | A |"
"FOHLSRC-FOHLBASE-008-0206-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","206","206","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L206","82b9c62be10a1d89a1a0d98f98e37939ebee8a5f76577df147bd6cb5746feab0","188","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 关键成本项 | 弹性体材料和加工、应变片/敏感元件、PCB 和信号链、胶水和封装、线缆接插件、标定检测设备、人工贴片和客户适配。 | A / E |"
"FOHLSRC-FOHLBASE-008-0208-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","208","208","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L208","446a2466aa3608c298d11094c86e64a0d1bd22ee3e29a8f5abb609e998379881","199","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 利润弹性 | 若月出货破千能持续,机器人传感器收入有望从样品/小批量走向规模化;自动化贴片、自动检测和自动标定可改善一致性和成本。 | A / E |"
"FOHLSRC-FOHLBASE-008-0209-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","209","209","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L209","24975ccefad256991bdbf976fdb5be8cb30aa7b4be981e575c073dc66f58ce5e","170","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 毛利压力 | 机器人客户放量后可能要求大幅降价;如果标定节拍、良率和售后返修没有改善,利润弹性可能弱于收入弹性。 | E |"
"FOHLSRC-FOHLBASE-008-0211-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","211","211","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L211","79f3448f2515c14f82afa5747df430cb67f148cb4d9b758f574bc4d27e06c945","25","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 10. 增量来自哪里"
"FOHLSRC-FOHLBASE-008-0213-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","213","213","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L213","deeaf6deb16f6b79cce3a3c89f63c0beddac9dc6ae55b177fedc3ae7dbf5dde3","100","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 增量来源 | 对应产品 | 对应客户 / 场景 | 兑现节奏 | 关键前提 | 证据等级 |"
"FOHLSRC-FOHLBASE-008-0215-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","215","215","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L215","acb8a030afa18ddcf154ae501e092b2a650da5aa54495ef12c1732006bf32de4","190","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人腕踝力觉导入 | 六维力/力矩传感器 | 人形机器人本体厂、关节模组厂 | 中期 | 整机从小批量走向量产,客户定点和复购确认 | A / E |"
"FOHLSRC-FOHLBASE-008-0217-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","217","217","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L217","dcbed3fd37797fad4d55d67e045b403f194eb1bb36019a9bbdc01a1a97e04325","189","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业机器人复杂工艺自动化 | 末端力传感、工业力控方案 | 打磨、焊接、铣削、检测、装配 | 短中期 | 工艺包、控制器适配和客户复购 | A / E |"
"FOHLSRC-FOHLBASE-008-0220-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","220","220","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L220","9a11dd39763a4cadc056d11e23b4a03b0484d16c43986b98910192575fff68cf","238","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产业生态协同 | 触觉、IMU、机器人本体、机器人 4S 店 | 开普勒、猿声先达、他山科技、北微传感、智身科技等 | 中长期 | 投资生态转化为产品协同、订单资源和可并表收入 | A / E |"
"FOHLSRC-FOHLBASE-008-0222-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","222","222","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L222","43054907802d078de3cfaf89e4654c8a57b3e13cf5a7671eac0b26d9e5774c7f","37","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 11. 团队、治理与组织能力"
"FOHLSRC-FOHLBASE-008-0227-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","227","227","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L227","7d6ec6ca4c7abe38e1204b1e18bbfb757839b9ba8e28437dbcc308a59cf17ddb","220","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 相关经验和年限 | 公司长期深耕力学传感器、仪表和工业物联网,机器人六维力属于力学传感制造、标定和客户适配能力延伸。 | 主业经验与机器人力觉关联度高。 |"
"FOHLSRC-FOHLBASE-008-0229-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","229","229","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L229","09c5a035ba7f6f33c2f32f4577a2bbd71a9930abe8d79cce6b07730008453ef0","120","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 团队稳定性 | 未见核心团队频繁变动线索;研发人员 289 人,占 9.74%。 | 观察项偏正面。 |"
"FOHLSRC-FOHLBASE-008-0230-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","230","230","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L230","f945b9fcb949c4f904e8e27a7aaa002d80253598705c01bb945c78f1e110340a","265","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 分拆上市 / 母公司关系 | 机器人力学传感器在上市公司体系内推进;同时战略投资开普勒、猿声先达、他山科技、北微传感、智身科技等生态公司。 | 生态协同是加分项,但需拆清收入和订单归属。 |"
"FOHLSRC-FOHLBASE-008-0231-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","231","231","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L231","64758ff1be08ebc4e8e118bd380a72d01155f464bf8d83a36752fa0df2327653","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 研发投入 | 2025 年研发投入 1.43 亿元,占收入 9.15%;年报披露 MEMS、硅基应变、多维力等研发方向。 | 研发投入强,能支撑力觉和多模态感知。 |"
"FOHLSRC-FOHLBASE-008-0232-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","232","232","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L232","d78bebffa162d70dfa2c22ea25032d252aab3bb2358833c22e38c0fe776d3ff5","238","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 组织能力 | 力学传感器全年产量 238.95 万只、销量 253.93 万只;机器人力学传感器 2025 年销量超 1500 只,2026 年月出货量已突破千只。 | 制造和出货节奏是上市公司中较强硬证据。 |"
"FOHLSRC-FOHLBASE-008-0233-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","233","233","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L233","52120182bd3de984fe08e641f615995a0f341a02156adc35f63712b8bd49be29","220","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 经营与披露风格 | 务实偏积极:销量、送样客户和月出货披露较清楚;但机器人收入、毛利、ASP、客户名称未拆。 | 披露相对透明,但不能把出货线索外推为主供。 |"
"FOHLSRC-FOHLBASE-008-0234-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","234","234","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L234","2c37471f31f86987e1042ba97daff1fede1bae600c60bcbfdf8c9b4836903535","226","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 历史兑现能力 | 传统力学传感器和工业物联网收入利润稳定;机器人方向从送样向小批量过渡,仍需收入确认和复购验证。 | 主业兑现强,机器人兑现处在上升验证期。 |"
"FOHLSRC-FOHLBASE-008-0235-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","235","235","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L235","16473b5cc794bfd2060dcf1b3a67d7ba457acb4291cb2371fd1c79a4f7725cfd","157","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心判断 | 团队和组织能力是加分项;关键观察是自动化产线、标定节拍、客户定点和机器人收入拆分。 | 加分项。 |"
"FOHLSRC-FOHLBASE-008-0237-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","237","237","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L237","ef3aa13da497d47cab2889a7bb58cee5a868892fa237501fab2c8c68f382f11d","34","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 12. 证据等级与资料来源"
"FOHLSRC-FOHLBASE-008-0241-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","241","241","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L241","a2b5cbe6d1c047515fef38a7787cc014ebbed269ec8d8670fded582e286af4b8","215","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-014 | 柯力传感 2025 年年度报告 | 年报 | A | 收入、利润、产品矩阵、机器人传感器销量、送样客户、成本结构、产销数据、客户供应商集中度 | 本档案核心来源 |"
"FOHLSRC-FOHLBASE-008-0242-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","242","242","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L242","e4bdbc82a14682986ab9a45aedad3627c594c048e3deceb7c32325adfd13e329","128","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-051 | 柯力传感 2026 年一季报 | 一季报 | A | 季度收入、利润、现金流 | 用于观察短期经营趋势 |"
"FOHLSRC-FOHLBASE-008-0243-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","243","243","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L243","d6836296fff03244ea89aacec2a78aaea6828c0cbb27a9930aced9eeb76d6467","158","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-015 | 柯力传感 2025 年半年报 | 半年报 | A | 上半年送样客户、近千套出货、自动化设备、产能基础 | 与年报交叉验证 |"
"FOHLSRC-FOHLBASE-008-0244-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","244","244","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L244","60aa35ca3636338f4cbf0bc6111876a8a4038aefec026650b727c6a9d2449412","227","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-052 | 柯力传感 2025 年年度股东会会议资料 | 股东会资料 | A | 2026 年经营计划、自动化产线、机器人传感器建设、产业园和 4S 店计划 | 不是问答纪要,主要用于经营计划 |"
"FOHLSRC-FOHLBASE-008-0245-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","245","245","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L245","0051e2101036fc4831ca5ff3f878f0f915f23ce967718d9e65fda8ad949c646e","143","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-016 | 柯力传感官网产品页 | 官网产品 | B | KL6F-C96 六轴力传感器产品类型和分类 | 当前本地文本参数较少 |"
"FOHLSRC-FOHLBASE-008-0246-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","246","246","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L246","e1188e4a80b19d825a97503aeed340b40e8e41d4a131c2e5dbcd4d53d1dbf817","137","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-054 | 六维力传感器展会产品页 | 展会产品 | B | 机器人专用传感器、公司产品定位 | 公司侧展会资料 |"
"FOHLSRC-FOHLBASE-008-0248-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","248","248","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L248","6793b7cdcd28f9ce03be559de298a25efc16140d13cfb2c09d05c6f2f00bd9b2","200","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 本地研报 | 柯力传感点评、六维力传感器行业报告 | 券商研报 | C | 客户阶段、自动化设备、市场空间、价格带 | 客户名称和估值预测不作为事实底稿 |"
"FOHLSRC-FOHLBASE-008-0250-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","250","250","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L250","c55918d7973336fc07b74af622d0fdedee0185d22c0e466adb6eada6bd79798b","310","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-柯力传感-07-RISK):风险、估值弹性和投资相关表述不得替代证据结论,不构成投资建议。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-008-0252-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","252","252","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L252","7a56d9f16ee1ff588205ba426c54ea732aec0ea1eea8b4a81742a59636e92981","22","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 13. 待验证问题"
"FOHLSRC-FOHLBASE-008-0256-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","256","256","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L256","81aa26b453624535184259da03ed287358a4a2c71d9cc2a1cd72456a251915a4","172","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高 | 机器人力学传感器收入、毛利率和订单金额是多少? | 年报问询、IR 问答、管理层交流、分产品收入拆分 | 分析员持续跟踪 |"
"FOHLSRC-FOHLBASE-008-0257-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","257","257","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L257","560cc52bddc960f78112166eee62a9fab98d8ce1bd589c740721723c24d1ba3a","203","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高 | 超过 70 家送样客户中,哪些已定点、哪些进入批量供货? | 客户侧公告、供应商名单、采购合同、机器人本体厂资料 | 数据处理同学补客户侧资料 |"
"FOHLSRC-FOHLBASE-008-0258-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","258","258","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L258","d38c5398d28ba973250ccb29e3a3190091efe326cfd33fbc26442aa3ed5ce136","195","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高 | 2026 年月出货破千能否持续,单月对应收入和产品结构如何? | 月度出货、订单、产线利用率、客户验收资料 | 分析员跟踪后续定期报告和 IR |"
"FOHLSRC-FOHLBASE-008-0259-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","259","259","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L259","48f9168f5a04e25cebce7a793773c0b26607c9ff9de86809b14413172f9afff3","216","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高 | 六维力/关节力矩传感器真实批量 ASP、寿命、质保和返修率是多少? | 报价、采购公告、产品手册、可靠性测试、售后条款 | 数据处理同学补价格和产品资料 |"
"FOHLSRC-FOHLBASE-008-0260-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","260","260","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L260","1e2ecf222f4d4fba3e4f26938c649949b508f8bb39823ec3fcbadb6f8f3b5e90","190","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高 | 应变片/敏感元件是自研自供还是外采,MEMS/硅基路线进展如何? | 专利、产品手册、供应商资料、研发项目进展 | 分析员 + 数据处理同学 |"
"FOHLSRC-FOHLBASE-008-0261-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","261","261","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L261","5461a6607ba72c023045086610546cfa678acb08c121925beda03812f3734f75","188","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中 | 自动化产线实际产能、标定节拍、良率和产能利用率如何? | 产线投产公告、设备采购、产能爬坡资料 | 数据处理同学补设备/项目资料 |"
"FOHLSRC-FOHLBASE-008-0262-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","262","262","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L262","f6c7fbacd58ac81b959c42cf97179aef86f7a26e8a3826e8002f18d651e8a922","175","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中 | 战略投资生态是否贡献订单或并表收入? | 对外投资公告、子公司报表、已投企业客户和产品资料 | 分析员拆投资与主营边界 |"
"FOHLSRC-FOHLBASE-009-0004-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","4","4","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L4","921b94ff7ba01c586b8e700aa531b6a0e4f067670bacf580729b9351f42f9d99","35","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> case_id: ANA-ROBOT-INDUSTRY-001"
"FOHLSRC-FOHLBASE-009-0005-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-009-0005-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-009-0006-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","6","6","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L6","51ddefb06b154109ad40b8a957ea1dc8d5f6ce2e5ab03823e2d66f370c5111b7","43","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> batch_id: BATCH-ANA-ROBOT-MIGRATION-001"
"FOHLSRC-FOHLBASE-009-0007-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-009-0007-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-009-0010-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","10","10","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L10","6b70fdf4319b34a38405a95b6e109c6b55a71a355b6c2d255ed66038aa349b03","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> frozen_date: 2026-07-03"
"FOHLSRC-FOHLBASE-009-0012-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","12","12","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L12","229e5b6f2d71cd5b4705f7f20be8540ea151a520c9cbe1234c970c6502cc9304","24","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0. 冻结复核结论"
"FOHLSRC-FOHLBASE-009-0015-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","15","15","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L15","cd79cd837d92015495dff874aaa02b5e4a015d3140260011f8331796c19e169b","173","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 当前冻结含义是“稳定文件名、稳定入口、稳定来源映射和正式返修基线”,不是审核通过、不是对外交付版,也不是投资建议。"
"FOHLSRC-FOHLBASE-009-0016-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L16","705d939da58d5af5359f66afd4e6cebb0b52c40db48eb9a6372be783a579ff7d","334","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 证据状态统一按 FIRST_BATCH9_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-009-0016-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L16","705d939da58d5af5359f66afd4e6cebb0b52c40db48eb9a6372be783a579ff7d","334","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 证据状态统一按 FIRST_BATCH9_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-009-0017-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","17","17","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L17","2a000f35ef26bbeef8651ace9f93eca2377eec165c6874cfe416cb360568c998","163","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 复核备注:已按 P0 公司首批迁入;正式公司结论前需核验机器人收入/占比、客户供货阶段、ASP、寿命、产能和证据等级。"
"FOHLSRC-FOHLBASE-009-0019-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L19","4ee1975275ad4bdf0de8da13d2ca9527eed0ce1913f23921f155a9b87783fb26","57","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-029)"
"FOHLSRC-FOHLBASE-009-0019-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L19","4ee1975275ad4bdf0de8da13d2ca9527eed0ce1913f23921f155a9b87783fb26","57","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-029)"
"FOHLSRC-FOHLBASE-009-0021-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L21","5c82b1c961d876f19fbb2f5376e1eb308eca03026613589bc8af6145f2ce3099","196","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 本节为首批 9 公司输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、正式公司池确认、对外交付或完成状态。"
"FOHLSRC-FOHLBASE-009-0021-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L21","5c82b1c961d876f19fbb2f5376e1eb308eca03026613589bc8af6145f2ce3099","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 本节为首批 9 公司输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、正式公司池确认、对外交付或完成状态。"
"FOHLSRC-FOHLBASE-009-0022-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","22","22","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L22","9b9c649ecdbe80d8d26cf74a7391349e7fcd8a3b8bb8af6425f150ce1e85fd92","155","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 首批 9 范围:雷赛智能、步科股份、绿的谐波、柯力传感、奥比中光、兆威机电、拓普集团、三花智控、汇川技术。"
"FOHLSRC-FOHLBASE-009-0023-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","23","23","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L23","daecb9b9cb40b9e6befd7ce5c4a99bb20689a0df3f42f0583702740aaadd5dde","224","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 强字段统一降读:收入 / 订单、产能 / 产销、客户供货、ASP / 毛利 / 寿命、市场份额、主供 / 独供等,只能保留为待核验事实或缺口,不得由既有研究迁移稿直接升级。"
"FOHLSRC-FOHLBASE-009-0027-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","27","27","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L27","c7dbdf4972ce61c83210ffab224a1a666b1ae61c806cda73fdd7a238800adb0d","232","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 机器人相关定位 | 范围 / 产品层待审线索 | 仅保留为既有研究承接线索,正式结论前需回到公告、年报、官网或客户侧资料核验。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
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"FOHLSRC-FOHLBASE-009-0034-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L34","9b0687ac1aca90e8c7c9de6faaee97ad8b61ee39f8168b89bf055c6d316b346a","211","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP / 毛利 / 寿命 / 售后 | 待核验 / 缺口保留 | 无官方可复核证据前保留为缺口,不用于输出通过或估值弹性判断。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-009-0035-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L35","b396fa2a00b43a538dbab32ff5806764246769be422ae8a3e507000ca9c140f3","214","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 市场份额 / 增量弹性 | 待核验 / 缺口保留 | 仅作为待验证分析路径,不能写成确定份额、确定放量或正式投资结论。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-009-0035-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L35","b396fa2a00b43a538dbab32ff5806764246769be422ae8a3e507000ca9c140f3","214","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 市场份额 / 增量弹性 | 待核验 / 缺口保留 | 仅作为待验证分析路径,不能写成确定份额、确定放量或正式投资结论。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-009-0037-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","37","37","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L37","bc1738bccad1175fa3b1f9b1504be982d80c53c5368f9bc51f4f0840462bf73c","128","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/first_batch9_field_downgrade_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-009-0039-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L39","5ebba625f14ec07652e3b464d1f417cd68301aa47e56b0eecdd7934ee227148f","63","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-029)"
"FOHLSRC-FOHLBASE-009-0039-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L39","5ebba625f14ec07652e3b464d1f417cd68301aa47e56b0eecdd7934ee227148f","63","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-029)"
"FOHLSRC-FOHLBASE-009-0043-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","43","43","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L43","75ae711804d5fec2d703e55418688fffa4ca013e54bbac275ecf6088d99b92cd","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 公司结论 / 一句话结论 | 将 P0、核心看点、商业化判断降读为承接线索,不写成审核通过结论。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-009-0043-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","43","43","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L43","75ae711804d5fec2d703e55418688fffa4ca013e54bbac275ecf6088d99b92cd","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司结论 / 一句话结论 | 将 P0、核心看点、商业化判断降读为承接线索,不写成审核通过结论。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-009-0044-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","44","44","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L44","b3fba4991aa4812d81f841c4ee2fa179b313f156f4a2aa56eb16d9f1814520fa","178","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 机器人产品和产业链位置 | 保留产品层描述,但标注仍待 primary source 或 reviewer 复核。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-009-0045-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","45","45","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L45","00ffa9594ad81188cfcbf410fab63a6b9195ecff3e59da6db42dade3e83d5054","200","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 收入、订单、营收占比 | 收入、订单、占比、利润弹性全部保留待核验或缺口,不作为正式输出事实。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-009-0045-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","45","45","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L45","00ffa9594ad81188cfcbf410fab63a6b9195ecff3e59da6db42dade3e83d5054","200","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 收入、订单、营收占比 | 收入、订单、占比、利润弹性全部保留待核验或缺口,不作为正式输出事实。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-009-0046-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L46","4d0c46a499d0aca9aae109bb219c6be4b0fcc299b2c6e3609d0186fed0f48167","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 出货、产能、产销和利用率 | 出货、产能、良率、利用率和交付节奏不因既有研究迁移而升级。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-009-0046-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L46","4d0c46a499d0aca9aae109bb219c6be4b0fcc299b2c6e3609d0186fed0f48167","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 出货、产能、产销和利用率 | 出货、产能、良率、利用率和交付节奏不因既有研究迁移而升级。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-009-0047-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","47","47","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L47","14098c82cd1086bb2307eb090170642db900e2b0c1c9d8ffdbf6957e3bc6f7cd","194","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 客户、供货、主供和份额 | 客户关系、主供、独供、进入供应体系和份额均需官方或客户侧补证。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-009-0047-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","47","47","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L47","14098c82cd1086bb2307eb090170642db900e2b0c1c9d8ffdbf6957e3bc6f7cd","194","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户、供货、主供和份额 | 客户关系、主供、独供、进入供应体系和份额均需官方或客户侧补证。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-009-0048-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L48","99096aa70d8c49b886242e87fc1606d204330c56eb918ff9309f9d1c08e71a3d","176","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| ASP、毛利、寿命和售后 | ASP、毛利率、寿命、售后和返修口径均保持缺口或待核验。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-009-0048-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L48","99096aa70d8c49b886242e87fc1606d204330c56eb918ff9309f9d1c08e71a3d","176","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP、毛利、寿命和售后 | ASP、毛利率、寿命、售后和返修口径均保持缺口或待核验。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-009-0049-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L49","528d5c586c9eed308c4de1e93e9ed2bc7da5d478a6e74493ec1b06bd3311fc67","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-009-0049-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L49","528d5c586c9eed308c4de1e93e9ed2bc7da5d478a6e74493ec1b06bd3311fc67","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-009-0051-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","51","51","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L51","537d0cea809563addda51938b11861205d71411ec3308a3edf1a380560022d47","141","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/first_batch9_body_strong_field_annotation_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-009-0056-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","56","56","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L56","2be23f8df0b6e23408ce0aeb8f7252475eb4c11b4eecbafe3cebc939bf9cada2","15","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","版本:v0.2"
"FOHLSRC-FOHLBASE-009-0057-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","57","57","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L57","60a5d654e7ad3df40f107d33da1d7fb847cbc3841deee2d65a5ac71da3a83fce","21","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","日期:2026-05-29"
"FOHLSRC-FOHLBASE-009-0059-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","59","59","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L59","88e5234468ce91eb59efdda4e54f6dbdc21059b87288db3193656bd1db4b87c9","349","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","资料口径:主要使用雷赛智能 2025 年年度报告、2026 年第一季度报告、2026 年 5 月 7 日投资者关系活动记录、官网产品页、产品手册及本地研报摘录。公告镜像资料作为 A 级证据使用;媒体转述公告内容仅作为线索,正式引用时仍需回到交易所或公司公告原文核验。"
"FOHLSRC-FOHLBASE-009-0061-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","61","61","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L61","f62ce1378404b09a9b8eefb0e74348f0e848686d9c40bf3efee1275987783495","306","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-雷赛智能-01-CONCLUSION):P0、核心看点、商业化阶段和一句话结论均需降读为待审判断。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-009-0063-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","63","63","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L63","00c3ed02422ee43512a72d9daa9369705c70551c0e064a4450465ea3659a569e","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 1. 公司结论"
"FOHLSRC-FOHLBASE-009-0067-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","67","67","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L67","cc9630b7807165c9d243e6442c3b4a09ba684423149d2f218ff604c0e441349e","308","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 一句话结论 | 雷赛智能是“运动控制 + 伺服 + 机器人核心部件”组合能力较完整的 P0 公司,已从传统工控运动控制延伸到无框力矩电机、空心杯电机、编码器、关节模组和灵巧手,机器人核心部件商业化线索强于多数概念型玩家。 |"
"FOHLSRC-FOHLBASE-009-0068-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","68","68","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L68","91a38c90f90073cb5d5fa2b4c6907566628d3ab7cfa8833beccc17f0e3637a19","261","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 当前阶段 | 伺服、步进、控制技术为成熟批量业务;无框力矩电机已批量交付;行星/谐波关节模组和高自由度灵巧手已实现批量供应并开始规模化供货;运动控制“小脑”仍处于研发/规划阶段。 |"
"FOHLSRC-FOHLBASE-009-0069-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","69","69","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L69","6f64e253671cabcd1a33ab881ef525763693f89e2e93bccb85e389223946f55a","294","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心看点 | 2025 年收入 18.74 亿元、归母净利润 2.25 亿元;2025 年无框力矩电机交付超过 12 万台;机器人核心部件进入国内 80% 主流人形机器人厂商供应体系;产品覆盖电机、驱动、编码器、关节模组、灵巧手和运动控制。 |"
"FOHLSRC-FOHLBASE-009-0070-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","70","70","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L70","59abca716e189f2931d8f540c2570e5828488067b7bc888efebd2a5d3d354b01","307","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心风险 | 机器人专用收入、毛利、ASP、客户供货量和产能利用率未单独披露;“进入供应体系”和“数十家客户订单”仍需客户侧验证;机器人部件后续可能面临降价和本体厂自研压力;产能扩张后的利用率和交付节奏待验证。 |"
"FOHLSRC-FOHLBASE-009-0073-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","73","73","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L73","05938d44ad30dbc19146a9282de4dcfcf4090e4d63880ed3a12456f482163556","38","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 二次复核定位(2026-06-03)"
"FOHLSRC-FOHLBASE-009-0077-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","77","77","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L77","0a8301667e0ceee4eba7031742d6f63ce76be0e0c38e30829bb3676fee18417a","55","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| P0 类型 | 已有较强机器人业务硬数据。 |"
"FOHLSRC-FOHLBASE-009-0078-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","78","78","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L78","d136faae0419aec86f48cf0c741606eca5527f1710e5aa3a8c9678dc7ccf94f7","139","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 确定性 | 无框力矩电机交付量、进入主流人形机器人厂商供应体系、客户订单和自动化产能线索较强。 |"
"FOHLSRC-FOHLBASE-009-0079-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","79","79","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L79","f87c0191e74752352ce7f2f4f23022e99c398cce50e653a5479c74caff4e4bd4","127","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 弹性来源 | 无框力矩电机、空心杯电机、驱控、关节模组、灵巧手执行部件和人形客户量产。 |"
"FOHLSRC-FOHLBASE-009-0080-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","80","80","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L80","2d1ecf902c792f11690488376b46c2584266828017ab518c63473cad1d75c9c9","161","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 话语权判断 | 电机/驱控产品化和交付节奏较强,但“进入供应体系”还不能等同主供;需要客户侧份额和供货量验证。 |"
"FOHLSRC-FOHLBASE-009-0081-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","81","81","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L81","711401c8b8d8dec2d19bab84254415fbfe777b323f4d8374fb37d461e9821d5a","160","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 不能外推 | 不能把供应体系覆盖率直接写成客户份额,也不能把无框电机交付量直接外推为人形机器人单一客户放量。 |"
"FOHLSRC-FOHLBASE-009-0082-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","82","82","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L82","2b9df2af046ab36587ffa5cab449886b7006de01f868ad9c5064a058ea7907fe","137","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 下一步最该补 | 机器人收入、客户名单、供货量、ASP、毛利率、产能利用率、寿命和售后/返修情况。 |"
"FOHLSRC-FOHLBASE-009-0084-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","84","84","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L84","ad3f2087b702e9b0b2434495c63a1e30aaaf159ead77e1918e65c14ce3cd2383","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 2. 基本信息"
"FOHLSRC-FOHLBASE-009-0089-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","89","89","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L89","3842b8af817b4ff96c07bb8ec0728a86a530b37d7498025b558c183a5273966b","28","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 证券代码 | 002979.SZ |"
"FOHLSRC-FOHLBASE-009-0091-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","91","91","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L91","4424c91c131fe12eda4d40762f8ef03cbdcd601a1100a0bca63f0484995c9e98","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 主营业务 | 面向自动化装备制造客户提供运动控制系列产品及解决方案,核心产品包括伺服系统、步进系统、控制技术类产品和机器人核心部件。 |"
"FOHLSRC-FOHLBASE-009-0092-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","92","92","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L92","2defe3533bca582335b0c18d2d40a4c18ff8ed0a686eefbd2c4c44cfaf726da3","145","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人相关定位 | 电机、驱动器、运动控制器、编码器、关节模组、灵巧手核心零部件与解决方案供应商。 |"
"FOHLSRC-FOHLBASE-009-0093-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","93","93","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L93","b754f9c2fc9f761671d17acb01b46d9f74f6ceb688be4f5f23e7af2339d1d3ce","61","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 资料覆盖日期 | 截至 2026-05-28 本地化资料。 |"
"FOHLSRC-FOHLBASE-009-0095-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","95","95","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L95","39e69dcef80f06300f88ce6dba1b987ed79f959794e5b06d3cbc1fe98d2f75aa","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 3. 所属产业链环节"
"FOHLSRC-FOHLBASE-009-0102-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","102","102","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L102","e73a914b99d4b43fd186b7ddb8e2acfdb07dc1568264d53fbd4179012a7d3d3a","289","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 相邻环节边界 | 雷赛不是整机本体厂,当前定位是核心零部件、组件和解决方案供应商;编码器多作为伺服/电机/关节系统内部能力,不宜按独立编码器公司估值;灵巧手业务需与整手厂、微型电机/驱控供应商区分。 |"
"FOHLSRC-FOHLBASE-009-0103-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","103","103","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L103","d8e2b8123ff605c554873ff2652aaf7ffa79d5d4f0f792809a72bed67279884c","200","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产业链话语权 | 中高。相比标准工控厂,雷赛更靠近机器人客户定义和核心部件交付;但主供/独供、单客户份额、供货量和定点关系仍未充分披露。 |"
"FOHLSRC-FOHLBASE-009-0105-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","105","105","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L105","3b30819710a0cc6a50464ba910c43a48c0cfa848da85cec96163156949f33fe6","325","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-雷赛智能-02-PRODUCT):产品和产业链位置仅保留范围 / 产品层待审线索,不能外推客户、收入或份额。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-009-0107-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","107","107","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L107","ba20cf70d76100f27080316b4f669b8002fc26c708f182ccb8b539f9b660aba8","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 4. 机器人相关产品"
"FOHLSRC-FOHLBASE-009-0111-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","111","111","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L111","6623798b2d838cea88599db5368729e71e0e1c70728be6ab0e0bb173ffa0fcc4","379","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| FM1 / FM2 高密度无框力矩电机 | 人形机器人、协作机器人、关节模组 | 无框力矩电机 | 年报披露 2025 年无框力矩电机交付超过 12 万台;FM2 官网披露 50/60/70/85/94/127mm 六种标准框架尺寸,面向人形机器人和协作机器人 | 批量交付 | A / B | 单价、毛利率、客户供货量、产品寿命、产能利用率 |"
"FOHLSRC-FOHLBASE-009-0112-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","112","112","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L112","9f9c8cf5996f501a4b7c8156b61defce577ece183cfdfcb34450559b2907dd6e","338","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| LVM 系列低压伺服电机 | 移动机器人、低压伺服、轻量化设备 | 低压伺服电机 | 官网披露机座 40/60/80/130,功率覆盖 25W-3000W,配置 17bit 多圈绝对值编码器,适配 LD2、LD3M 系列伺服驱动器,IP65 防护 | 成熟产品 / 机器人适配 | B | 机器人客户、销量、ASP、寿命 |"
"FOHLSRC-FOHLBASE-009-0113-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","113","113","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L113","2dcda3bfc37b07fa442c6d425d53a6a34619d90670dd78baa4070b2f447f0203","299","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| iSV57T 集成式伺服电机 | 小型自动化设备、运动控制、潜在机器人部件 | 集成式低压伺服 | 手册披露直流输入 18VDC-60VDC,推荐 24VDC-36VDC,支持脉冲/方向指令,最大脉冲频率 300KHz | 成熟产品 | B | 机器人应用占比、客户和供货量 |"
"FOHLSRC-FOHLBASE-009-0114-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","114","114","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L114","37d8b23a3b581b364cc275b0815e742c9dc7fc5bc4434e901fb1a1185a7081e9","359","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 空心杯电机及微型伺服系统 | 灵巧手、微型关节、末端执行器 | 空心杯电机 + 微型伺服驱动 | 年报披露为空心杯电机及配套微型伺服系统;媒体转述称空心杯电机已量产、年产能 12 万台,为谨慎线索 | 批量/线索待核 | A / D | 空心杯收入、客户、产能利用率、单价和良率 |"
"FOHLSRC-FOHLBASE-009-0115-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","115","115","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L115","fcf51fd8973113cb6d88b8724fd741d1b83c0aed00a81c0d6cdb14bd1a3995b8","234","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中空编码器 | 伺服系统、关节反馈 | 编码器 / 位置反馈 | 年报列入机器人核心部件类产品;未披露单独参数和收入 | 产品已布局 | A | 自研/外采比例、编码器收入、参数和客户 |"
"FOHLSRC-FOHLBASE-009-0116-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","116","116","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L116","c4f5d9ef9d2cabac5de234ece5fb1eba8f4f24e70e12ed0d29b1d5cef8dda553","363","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 行星关节模组 / 谐波关节模组 | 人形机器人关节、执行器模组 | 电机 + 驱动 + 编码器 + 减速器 / 结构集成 | 年报披露研发成功并实现批量供应,已获得数十家主流机器人客户订单并开始规模化供货 | 批量供应 / 开始规模化 | A | 单价、供货量、主供关系、谐波/行星路线占比 |"
"FOHLSRC-FOHLBASE-009-0117-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","117","117","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L117","10c1fa3ab09dc15cf6e4886fa2c4faff392af18c862e5c2c4da99d2377589ed9","347","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高自由度灵巧手 | 人形机器人末端执行器 | 空心杯/微型驱动 + 控制 + 结构集成 | 年报披露高自由度灵巧手研发成功并实现批量供应;媒体转述提到 21 自由度灵巧手,为谨慎线索 | 批量供应 / 开始规模化 | A / D | 灵巧手收入、ASP、自由度规格、客户、寿命和售后 |"
"FOHLSRC-FOHLBASE-009-0118-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","118","118","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L118","f30dd6468434f010ba58a644657cb1ab0d046572d521efbbbf5ada9614ecc562","288","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 运动控制“小脑” | 整机运动控制、机器人控制平台 | 运动控制算法 / 控制平台 | 年报披露布局运动控制“小脑”等核心部件;媒体转述称已启动市场调研和产品规划 | 研发 / 规划 | A / D | 是否形成产品、客户和收入 |"
"FOHLSRC-FOHLBASE-009-0120-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","120","120","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L120","e9d119d9196da0a4f2c8ff9e5ee221065e8c749c7df9c4f34825c4507c3a681c","319","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-雷赛智能-03-REVENUE):收入、订单、营收占比、利润和毛利等财务强字段继续保持待核验或缺口。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-009-0122-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","122","122","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L122","96ea00535aabee902697e8f166a5fad61aaed8409d591ed5d46fc508e4fe8688","36","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 5. 收入、利润与营收占比"
"FOHLSRC-FOHLBASE-009-0126-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","126","126","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L126","e773bdeb457cdb1f27cdc94658b2d13a00b7d56ec10b433046a39074f360dc9b","122","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司总收入 | 18.74 亿元,同比增长 18.28% | 2025 年 | A | 年报口径,营业收入 1,873,838,550.29 元 |"
"FOHLSRC-FOHLBASE-009-0127-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","127","127","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L127","4ff2542aeb16e893ebd256a43e65c71de42ce85623e540d156324e3802fc9e76","122","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 归母净利润 | 2.25 亿元,同比增长 12.42% | 2025 年 | A | 年报口径,归母净利润 225,372,275.43 元 |"
"FOHLSRC-FOHLBASE-009-0128-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","128","128","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L128","a6dc6f0db0f992c14fa0ed4568c3fa8fe5d88a30dc9cb391dbe3c4e2db7d507c","91","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 扣非归母净利润 | 2.17 亿元,同比增长 10.53% | 2025 年 | A | 年报口径 |"
"FOHLSRC-FOHLBASE-009-0129-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","129","129","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L129","3ffe9f5d4923e9bbc7228b1eb8091186e0aadf12eccc1e35c4c691ce42823b47","97","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 经营活动现金流净额 | 2.85 亿元,同比增长 34.88% | 2025 年 | A | 年报口径 |"
"FOHLSRC-FOHLBASE-009-0130-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","130","130","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L130","5f83c7e649066177ee05bf77b5dfc6dcf98099577471c6b405afff63f0bab9ae","93","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 综合毛利率 | 39.00%,同比提升 0.55pct | 2025 年 | A | 年报经营分析口径 |"
"FOHLSRC-FOHLBASE-009-0131-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","131","131","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L131","9910313dfd5f9600878cee583a2078e61493bfc4f2e95ba33916ba66db43c9dd","103","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 研发投入 | 2.37 亿元,占收入 12.63% | 2025 年 | A | 研发人员 529 人,占比 33.48% |"
"FOHLSRC-FOHLBASE-009-0132-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","132","132","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L132","c7b33541343bce1fa8212b0397948cd076970c9925207a83a37b0c9d2591d491","111","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 伺服系统收入 | 9.22 亿元,占收入 49.18%,毛利率 28.09% | 2025 年 | A | 同比增长 30.03% |"
"FOHLSRC-FOHLBASE-009-0133-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","133","133","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L133","a13a2477aa0d966b5906a0f8d50511ccc3175ea21b538f21c1ff1bf5e80ec055","110","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 步进系统收入 | 6.53 亿元,占收入 34.83%,毛利率 42.79% | 2025 年 | A | 同比增长 7.71% |"
"FOHLSRC-FOHLBASE-009-0134-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","134","134","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L134","d21a9ca4455b78887cac07a5212b0753aa42850eb4a67564179540489eac1b59","114","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 控制技术类收入 | 2.87 亿元,占收入 15.31%,毛利率 64.97% | 2025 年 | A | 同比增长 13.96% |"
"FOHLSRC-FOHLBASE-009-0135-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","135","135","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L135","be58416e2a8d7741b597bfdbb26ef1c67e38c9864f1871828b2e28e334baa0cc","121","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 海外地区收入 | 0.86 亿元,占收入 4.62% | 2025 年 | A | 同比增长 40.44%;不是机器人海外收入 |"
"FOHLSRC-FOHLBASE-009-0136-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","136","136","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L136","6ac42ffd38193595487a5df5f00b59ef43d6df0fc77d9bf7d9e0732632c84dee","133","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人收入 | 未披露 | 2025 年 | A | 年报披露机器人核心部件进展,但未单独披露机器人收入和毛利 |"
"FOHLSRC-FOHLBASE-009-0137-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","137","137","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L137","158484d048027922aab997c00942b2326ccbfd3b2f52568ee3484643d0b955c6","91","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人利润 | 未披露 | 2025 年 | A | 不得由伺服或核心部件收入外推 |"
"FOHLSRC-FOHLBASE-009-0138-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","138","138","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L138","936d9601fdf0798760b65e9e70e418a0294e79dab98a193ea224ce094430eeec","84","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2026Q1 收入 | 5.25 亿元,同比增长 34.55% | 2026Q1 | A | 一季报口径 |"
"FOHLSRC-FOHLBASE-009-0139-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","139","139","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L139","568011a61dffd5f2eaf7b36899564de851b89136f2a25a2067432c6b0209b5d7","93","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2026Q1 归母净利润 | 0.72 亿元,同比增长 29.20% | 2026Q1 | A | 一季报口径 |"
"FOHLSRC-FOHLBASE-009-0140-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","140","140","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L140","ee96cadbb1caa2168b00fa47825fe1b85a6143fa6cb2af473e48803c25c8aecc","96","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2026Q1 伺服系统收入 | 2.81 亿元,同比增长 52.21% | 2026Q1 | A | 一季报披露 |"
"FOHLSRC-FOHLBASE-009-0142-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","142","142","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L142","21939e1d6a8878aa68f9c0a38d24b1600f5e37b63ded4dda709a72c66359813c","320","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-雷赛智能-04-CAPACITY):出货、产能、产销、利用率、良率和交付节奏不得由既有研究迁移稿升级。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-009-0144-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","144","144","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L144","a7f367930f0a44d7fef3b3e9eaf9706f155f20432cb123eb4e979d8c8aa02fc1","48","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 6. 产量、销量、产能与产能利用率"
"FOHLSRC-FOHLBASE-009-0148-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","148","148","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L148","e2987c83c40adbd543960b89ec2a1b56c82c93f759b5af858c096d62024422de","157","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 交付量 | 超过 12 万台,取得 20 倍以上增长 | 无框力矩电机 | 2025 年 | A | 分客户供货量、国内/海外拆分、价格和毛利 |"
"FOHLSRC-FOHLBASE-009-0149-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","149","149","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L149","a9c0c4d2d4142436f3d6b959352fd43c7738bb31bdbc717d35ff2033d1b33d93","201","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 在建产能 | 正在建设年产 200 万台的自动化生产制造能力 | 机器人核心部件,主要指无框力矩电机等 | 2025 年报 | A | 建设进度、达产时间、产能利用率 |"
"FOHLSRC-FOHLBASE-009-0150-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","150","150","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L150","03464675af9802fdbe30e6c5efabf8d86d52fad173129924857a0f420a1d8347","211","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 历史产能线索 | FM1/FM2 高密度无框力矩电机年产能 30 万台;空心杯年产能 12 万台 | 无框力矩、空心杯 | 2025-03 媒体/公告转述 | D | 需回 IR 原文或公告原文核验 |"
"FOHLSRC-FOHLBASE-009-0151-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","151","151","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L151","c1150a1f7567f53971d49ecadb9c81cb9505de9c579694dd63cf662b676ee2f5","277","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 子公司/基地 | 2025 年 5 月新设全资子公司东莞雷赛机器人科技有限公司;年报议案涉及华南区域总部及人形机器人核心零部件研发智造基地项目 | 机器人核心零部件 | 2025 年 | A | 投资额、建设周期、产能口径 |"
"FOHLSRC-FOHLBASE-009-0152-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","152","152","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L152","ee3000b03958a918dcab34e4860e33b3440d0db84b5186e53e62126b0498f9e4","94","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产量 | 未披露 | 机器人核心部件 | 2025 年 | A | 需年报附注或产线资料 |"
"FOHLSRC-FOHLBASE-009-0153-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","153","153","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L153","fe086f801fc8d511976dc5ea03504de5edfee4d3defb25c85f0b5a14376f80ad","106","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产能利用率 | 未披露 | 机器人核心部件 | 2025 年 | A | 达产率、良率、瓶颈工序 |"
"FOHLSRC-FOHLBASE-009-0154-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","154","154","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L154","4413f209b9478d5407036e86e8840b84b5da8f8526f1a120afdb82f565211a47","130","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 返修率 / 良率 | 未披露 | 无框力矩、空心杯、关节模组、灵巧手 | 2025 年 | A | 可靠性和质量成本 |"
"FOHLSRC-FOHLBASE-009-0156-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","156","156","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L156","328f642197f6c14462dbab9446d587c60928f3f46b03fe94f8a0b91357ab9e1a","317","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-雷赛智能-05-CUSTOMER):客户、供货、主供、独供、份额和供应体系关系需要官方或客户侧补证。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-009-0158-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","158","158","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L158","3a8b29c24f343e7211009f89e271e51f456be25e2669a9275cad63458df3a619","39","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 7. 客户、供应链与供货状态"
"FOHLSRC-FOHLBASE-009-0160-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","160","160","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L160","aa38addb1f79728aebaa73196e50070eb44f2755cedf097f54f9d3d1f1498758","118","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户 / 客户类型 | 对应产品 | 供货状态 | 供货量 / 金额 | 国内 / 海外 | 证据等级 | 备注 |"
"FOHLSRC-FOHLBASE-009-0162-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","162","162","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L162","5083db8c7c500f8cae3119c299597d309594fd7677cf487b718b66b157dd5e8a","223","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 国内 80% 主流人形机器人厂商供应体系 | 无框力矩电机、空心杯、编码器、关节模组、灵巧手等 | 进入供应体系 | 未披露 | 国内 | A | 年报口径,缺具体客户名单和份额 |"
"FOHLSRC-FOHLBASE-009-0163-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","163","163","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L163","7692c26123e181de9a7ca761ae9c458732561b09f62a32776219232b8093d199","194","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 智元机器人 | 无框力矩电机等机器人核心部件 | 获优秀供应商伙伴 | 未披露 | 国内 | A | 年报披露奖项,能验证客户关系线索,但不能推导供货额 |"
"FOHLSRC-FOHLBASE-009-0164-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","164","164","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L164","62303b0a2ae5292926869ce20363a348bb26aebcf5f0a14c8023a6cded776cca","224","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 数十家主流机器人客户 | 行星关节模组、谐波关节模组、高自由度灵巧手 | 批量供应 / 开始规模化供货 | 未披露 | 国内外未拆 | A | 年报口径,需客户侧或订单金额验证 |"
"FOHLSRC-FOHLBASE-009-0165-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","165","165","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L165","a74fdcda6790349b5d2ecd0e6ab2f36b4c4c87dce40ca09c21465e133c608cc5","228","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| AGV/AMR、协作机器人客户 | 伺服、电机、驱动器等 | 长期耕耘 / 批量应用线索 | 未披露 | 国内外未拆 | A / C | 年报称 2018 年起持续耕耘机器人行业,包括 AGV/AMR、协作机器人 |"
"FOHLSRC-FOHLBASE-009-0166-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","166","166","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L166","03a1875d63700c4564a6af6b7064f43a087315d57374fcb17da994ada0dbd49c","227","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 数百家机器人公司和模组厂家 | 核心零部件和解决方案、关节模组、灵巧手联合开发 | 测试 / 试用 / 合作线索 | 未披露 | 国内外未拆 | C | 研报口径,需公告或客户侧验证 |"
"FOHLSRC-FOHLBASE-009-0168-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","168","168","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L168","da5639eb96d87b2d88025352a0041ec896cb636c9fbfa89b47b7906450b86d4b","41","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 本体商阵营回填(2026-06-21)"
"FOHLSRC-FOHLBASE-009-0170-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","170","170","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L170","f55d4d0a39426ee76302e835e243156f643dcb7fcc2069b94f58504e59e98d37","155","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 更靠近的本体商阵营:宇树 / 智元开放生态、优必选工业落地阵营;Tesla / Figure 等垂直闭环本体商仍需客户侧证据。"
"FOHLSRC-FOHLBASE-009-0172-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","172","172","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L172","122f404714ac5cbd66c9504c4e6728113b0b5ac8a992bb6835f15b9a1b1db5ff","173","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 待验证边界:进入主流厂商供应体系不等于主供、独供或批量收入,下一步重点补客户名单、供货型号、ASP、供货量和售后寿命。"
"FOHLSRC-FOHLBASE-009-0174-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","174","174","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L174","74a409bf9dd35877cffa315e31d0ca981043f14995d670d4a47c1d9fc2dd8b93","50","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 第一批客户侧证据回流(2026-06-21)"
"FOHLSRC-FOHLBASE-009-0176-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","176","176","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L176","d4e619717df0fa09b5dbe27427a3563fca331a30a3a5090eac61e443f5792993","162","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 本轮可回填:年报和 IR 对无框力矩电机、关节模组、灵巧手、机器人客户和智元优秀供应商伙伴等线索已有公司侧披露。"
"FOHLSRC-FOHLBASE-009-0177-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","177","177","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L177","6203cb728641caefff652850009c4faa0fcab082ecedde9716f55753d44240c8","125","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 证据阶段:供应商侧 A 级证据增强,可写“进入供应体系 / 批量供应口径 / 客户线索较强”。"
"FOHLSRC-FOHLBASE-009-0178-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","178","178","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L178","73314d70fe735917986a7ce892f3738887de65ff3a8cb2e714f4541c0a4e2cc5","125","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 不能外推:没有客户侧资料前,不能写主供、独供、确定份额或对某一本体商形成批量收入。"
"FOHLSRC-FOHLBASE-009-0180-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","180","180","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L180","5c3fe293279d786f1e76b194980862ffcbae2c64e0d6705e618a2d32d7d01e73","300","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-雷赛智能-06-ASP):ASP、毛利、寿命、售后和返修口径均保留为缺口或待核验事实。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-009-0182-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","182","182","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L182","28165afe0771553374ae696b75f35d0b289a3aa1a7a934445b8d7bfa9242e09e","36","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 8. ASP、寿命、交付与售后"
"FOHLSRC-FOHLBASE-009-0186-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","186","186","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L186","ef29a8f04d7aadd79d1e2d6c212c4862e3f54b1ee69743ecb299dd89a1c432d3","134","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP / 单价 | 未披露 | 无框力矩、空心杯、关节模组、灵巧手 | A | 年报未披露,不能用行业均价代替 |"
"FOHLSRC-FOHLBASE-009-0187-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","187","187","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L187","4e5d4fefaa74c965ca67098da6a687e4e71fbe4a2f46a9b91f6d4db2de3372f6","170","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 寿命 / 更换周期 | 未披露 | 无框力矩、关节模组、灵巧手 | A | 研报中有灵巧手寿命线索,但需公司产品手册或客户侧资料核验 |"
"FOHLSRC-FOHLBASE-009-0189-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","189","189","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L189","6e35a2b658ba08734b8510736d3f41abd8a0c3f68ba16433d3dc3897108e589e","119","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 交付周期 | 未披露 | 机器人核心部件 | A | 年报只披露订单和产能建设,不披露标准交期 |"
"FOHLSRC-FOHLBASE-009-0190-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","190","190","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L190","f611c88cf31ce2c080b9b95ebf1417fa0b102ada51cf16cf7868aac009beb2a0","155","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 供货约束 | 产能爬坡、良率、自动化制造、客户定制、产品降本 | 无框力矩、空心杯、模组、灵巧手 | E | 分析判断 |"
"FOHLSRC-FOHLBASE-009-0192-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","192","192","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L192","3da28f4f3d7ccfc946a36b2bd90d87f25241941b251a0dbdc7d5cd759bb52d35","33","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 9. 成本结构与利润弹性"
"FOHLSRC-FOHLBASE-009-0196-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","196","196","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L196","fce00c1791623be969aa4c90ec0a19196d6974fc78d220c88b4cd866a01f2132","194","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 主要成本项 | 电机磁材、铜材、定转子加工、绕组、灌封、编码器、驱动器电子件、结构件、测试标定、自动化产线折旧、研发和客户调试。 | E |"
"FOHLSRC-FOHLBASE-009-0197-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","197","197","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L197","9526f127cc8c4299488a9cd8e6b6db5f491f14ee6e4e87a703ddb5cf9976a338","200","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 成本敏感项 | 无框力矩电机和空心杯电机对磁路设计、温升、良率和规模制造敏感;关节模组和灵巧手还叠加装配、测试、售后和客户定制成本。 | E |"
"FOHLSRC-FOHLBASE-009-0198-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","198","198","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L198","6e9c84e056e82de2a0e903d51ec13e8f8a3aa35dfa4d0712e053456e5815a3b8","220","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 降本路径 | 年报明确提到进口替代提升高端产品销量、研发设计优化、自动化/数字化提效降本、规模化采购;机器人业务降本还依赖产能爬坡和产品平台化。 | A / E |"
"FOHLSRC-FOHLBASE-009-0199-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","199","199","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L199","89099081fd33c08f048f7b4c8325857a521928b42d0789f78d5c45627f26e297","213","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 利润弹性 | 控制技术类毛利率高,伺服系统收入增长快;机器人核心部件若保持客户粘性和规模化交付,有望提升收入弹性,但机器人单项毛利未披露。 | A / E |"
"FOHLSRC-FOHLBASE-009-0201-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","201","201","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L201","79f3448f2515c14f82afa5747df430cb67f148cb4d9b758f574bc4d27e06c945","25","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 10. 增量来自哪里"
"FOHLSRC-FOHLBASE-009-0203-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","203","203","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L203","deeaf6deb16f6b79cce3a3c89f63c0beddac9dc6ae55b177fedc3ae7dbf5dde3","100","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 增量来源 | 对应产品 | 对应客户 / 场景 | 兑现节奏 | 关键前提 | 证据等级 |"
"FOHLSRC-FOHLBASE-009-0205-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","205","205","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L205","8aab15b83b10ceab44b2a80bd8d53b3dae65f72fa9ba76a2515213dbaccd6651","247","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人核心部件放量 | 无框力矩电机、空心杯、中空编码器、微型伺服系统 | 人形机器人本体厂、模组厂 | 短期到中期 | 客户从供应体系进入稳定批量,ASP 和毛利不快速下滑 | A / E |"
"FOHLSRC-FOHLBASE-009-0206-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","206","206","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L206","0e35b2d938a179b04fabeabb706421c8b6ee6fe6dfcb29d7364e5577e879d7d0","204","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 关节模组和灵巧手从部件走向组件 | 行星关节模组、谐波关节模组、高自由度灵巧手 | 主流机器人客户 | 中期 | 供货量、质量稳定、售后成本受控 | A / E |"
"FOHLSRC-FOHLBASE-009-0207-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","207","207","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L207","a1cdaf3cf3d33900c5d12bddfcd19255e4b76ead1d117e6a073bf9a402bb4f78","197","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工控主业国产替代 | 伺服、步进、PLC、运动控制卡 | 半导体、3C、物流、新能源、机器人等设备客户 | 短期 | OEM 自动化需求复苏,渠道扩张有效 | A |"
"FOHLSRC-FOHLBASE-009-0209-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","209","209","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L209","cbfbb5b82806be22efd3d6901964d067b74197125c9b4755a26d2589e4922de4","174","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 海外市场开拓 | 伺服、步进、控制器、机器人部件 | 海外设备客户和机器人客户 | 中期 | 认证、渠道、本地服务和客户验证 | A / E |"
"FOHLSRC-FOHLBASE-009-0211-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","211","211","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L211","43054907802d078de3cfaf89e4654c8a57b3e13cf5a7671eac0b26d9e5774c7f","37","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 11. 团队、治理与组织能力"
"FOHLSRC-FOHLBASE-009-0216-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","216","216","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L216","3b43eb9a93bd59aacda8464c9c64d8def6b9ae3a1089da27a729d6c81dcf47e6","216","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 相关经验和年限 | 公司长期做运动控制、伺服、步进和控制技术,机器人核心部件属于运动控制能力向人形/协作/移动机器人迁移。 | 技术和客户经验高度相关。 |"
"FOHLSRC-FOHLBASE-009-0218-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","218","218","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L218","ae5f3032c7ef10028bd3b49a3209f0a687830cde4ceb4bb592ae5e9bc48cc206","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 团队稳定性 | 未见核心团队异常变动线索;2025 年研发人员 529 人,占比 33.48%,研发投入 2.37 亿元,占收入 12.63%。 | 研发团队占比高,是加分项。 |"
"FOHLSRC-FOHLBASE-009-0219-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","219","219","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L219","8dbe43004a9b8a856ed76d23636fbdca7a62caed25aa0a316fd39362775a5cd1","264","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 分拆上市 / 母公司关系 | 2025 年新设全资子公司东莞雷赛机器人科技有限公司;华南区域总部及人形机器人核心零部件研发智造基地项目是重要组织载体。 | 组织承载平台逐步清晰,需看产能落地。 |"
"FOHLSRC-FOHLBASE-009-0220-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","220","220","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L220","71240ac49f16687a7369bb321ab5171a17966940692b9941190a0ce717a5f1d6","148","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 研发投入 | 2025 年研发投入 2.37 亿元,占收入 12.63%。 | 研发强度高,支撑无框、空心杯、模组和灵巧手扩张。 |"
"FOHLSRC-FOHLBASE-009-0221-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","221","221","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L221","584f7e9487727180b228f5efbbcb4c8e4e0cb66986c8975e47b0273df5672511","256","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 组织能力 | 无框力矩电机 2025 年交付超 12 万台;关节模组和高自由度灵巧手已实现批量供应并开始规模化供货;正在建设年产 200 万台自动化生产制造能力。 | 机器人核心部件商业化线索强。 |"
"FOHLSRC-FOHLBASE-009-0222-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","222","222","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L222","b7799f4609c9aca6f1163938da2f3fe09cceaeeb129efe245e5d93639232aa92","279","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 经营与披露风格 | 偏积极但有硬数据:进入 80% 主流人形机器人厂商供应体系、数十家客户订单等表述需要客户侧验证,但无框交付量和产能建设提供支撑。 | 不是纯概念,仍需防止供应体系表述外推为主供。 |"
"FOHLSRC-FOHLBASE-009-0223-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","223","223","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L223","daad41ae40659a47cfe72e97a8015ddbf9735697e056fa8354df6ae3920cf8cd","194","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 历史兑现能力 | 工控运动控制主业成熟;机器人核心部件已从产品研发走向交付,但收入、毛利、ASP 未拆。 | 兑现能力较强,财务拆分待验证。 |"
"FOHLSRC-FOHLBASE-009-0224-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","224","224","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L224","5077a1d5f6d96e82cb8a271f909f4a042077fe14ca449e97df79bbfe1861db46","163","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心判断 | 团队和组织能力是加分项;最大验证点是机器人单项收入、客户供货量、产能利用率和售后良率。 | 加分项。 |"
"FOHLSRC-FOHLBASE-009-0226-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","226","226","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L226","ef3aa13da497d47cab2889a7bb58cee5a868892fa237501fab2c8c68f382f11d","34","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 12. 证据等级与资料来源"
"FOHLSRC-FOHLBASE-009-0230-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","230","230","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L230","619d5c495bbb47b9557aaf9bff6ce7aa1546a582fc3bb53ec9fceff6bfb6fba3","215","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-001 | 雷赛智能 2025 年年度报告(公告镜像) | 年报 | A | 收入、利润、毛利率、研发投入、产品结构、机器人核心部件、客户阶段 | 正式引用建议回交易所原文 |"
"FOHLSRC-FOHLBASE-009-0231-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","231","231","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L231","6622c74b6901bdaa121f9eaae6a797b314662e87702b4fbc84f252a35eb4624a","171","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-037 | 雷赛智能 2025 年年度报告全文 PDF | 年报 PDF | A | 无框力矩电机交付、机器人客户、灵巧手、产能、子公司 | 与 CC-001 互证 |"
"FOHLSRC-FOHLBASE-009-0232-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","232","232","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L232","aab543ebd1803abb9aea88174e9875efda5a6c1dd42976654528273740b883cd","159","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-002 | 雷赛智能 2026 年第一季度报告 | 一季报 | A | 季度收入、利润、现金流、伺服收入、机器人业务进展 | 2026Q1 数据 |"
"FOHLSRC-FOHLBASE-009-0233-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","233","233","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L233","ceff13b8d6bcc153bef2ea12ad7e5c16020160f889a9baada0087064af0e3f37","184","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-003 | 雷赛智能 2026 年 5 月 7 日投资者关系活动记录 | IR | A / B | 2026 经营目标、机器人赛道、海外开拓、客户战略 | 业绩目标不构成承诺 |"
"FOHLSRC-FOHLBASE-009-0234-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","234","234","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L234","40331699ae8f721b0724055d276a9f91db8af6ce22c6fce3b7a3ebf8635870d9","172","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-004 | LVM 系列无框/低压伺服电机官网产品页 | 官网产品页 | B | 型号、功率、编码器、防护等级、适配驱动器 | 公司侧产品参数 |"
"FOHLSRC-FOHLBASE-009-0235-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","235","235","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L235","44aa100121b56d3528c09dd3f6ae3bb13782b482e58f527b92e9c0dd6a2ea8bc","144","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-005 | iSV57T 集成式伺服电机用户手册 | 产品手册 | B | 电压、接口、脉冲频率、控制方式 | 公司侧产品参数 |"
"FOHLSRC-FOHLBASE-009-0236-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","236","236","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L236","79bbf37b74dd3bebb028289fa6b36a7394bb7508f348c132761c8982809a63f0","157","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-038 | FM2 超高密度无框力矩电机官网产品页 | 官网产品页 | B | FM2 框架尺寸、应用场景、产品特点 | 公司侧产品参数 |"
"FOHLSRC-FOHLBASE-009-0237-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","237","237","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L237","e103199bcd04645610754ebf7e7bbfdf957a98418cbf215ced0e6e91cdb3b05e","149","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-039 | FM1 系列无框电机产品目录 | 产品手册 | B | FM1 型号、扭矩、尺寸、安装指南 | 官网子域 PDF,需交叉验证 |"
"FOHLSRC-FOHLBASE-009-0238-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","238","238","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L238","9be1da1be9bffa04807b7a1a1f38fa88e78b7764945102f69cddd1ecc7709d0f","150","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-040 | 雷赛智能产品中心 | 官网产品中心 | B | 产品矩阵、机器人入口、CDH 人形关节、模组解决方案 | 产品边界 |"
"FOHLSRC-FOHLBASE-009-0239-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","239","239","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L239","77528392762b05c6657830e42c13b1b3ae02bc88b6c491d27beefdd6533ae1fd","188","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-041 | 东方财富/财联社公告转述 | 媒体/公告转述 | D | 12 万台交付、21 自由度灵巧手、数十家客户、200 万台产能 | 仅作线索,需回公告原文 |"
"FOHLSRC-FOHLBASE-009-0240-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","240","240","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L240","d55f4dbbd98d37eb68482447836379410cec1d8ba2fd79bb39e600e57df0bf21","167","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-042 | 第一财经公告转述 | 媒体/公告转述 | D | 历史年产能 30 万台、空心杯年产能 12 万台、累计供货超万台 | 仅作历史线索 |"
"FOHLSRC-FOHLBASE-009-0241-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","241","241","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L241","e4304dba9352d23838b39b92c0a0b2fcbc5fbcde13a3f319c576606db80fd8b4","155","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 本地研报 | 电机、驱控、灵巧手等研报 | 研报 | C | 行业地位、客户测试、产品路线、竞品对比 | 不能替代公告事实 |"
"FOHLSRC-FOHLBASE-009-0243-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","243","243","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L243","eb173f7cb4dd9d503f23788d175e736b9ec0528078c14fc4a48979af717324ff","310","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-雷赛智能-07-RISK):风险、估值弹性和投资相关表述不得替代证据结论,不构成投资建议。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-009-0245-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","245","245","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L245","7a56d9f16ee1ff588205ba426c54ea732aec0ea1eea8b4a81742a59636e92981","22","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 13. 待验证问题"
"FOHLSRC-FOHLBASE-009-0249-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","249","249","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L249","20620c98a9f62db9ca3f12447a20a100adda6936b224363b30bbc9c0f1d79b31","160","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高 | 机器人核心部件收入、毛利率和收入占比是多少? | 年报分部、IR 问答、管理层口径、审计口径 | 分析员继续跟踪 |"
"FOHLSRC-FOHLBASE-009-0250-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","250","250","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L250","a23e7e6d152b9fc891aa501419c410a5a2e9c2bb4a57b6f7cb155891f1aa8ce2","178","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高 | 无框力矩电机、关节模组、灵巧手的 ASP 和毛利率是多少? | 产品报价、采购公告、客户 BOM、IR | 数据处理同学补产品/价格资料 |"
"FOHLSRC-FOHLBASE-009-0251-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","251","251","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L251","ebc7cc97dc7d4284ddcf4d3c8c4faf356c375376dae43c33a44997128987f9eb","225","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高 | 进入国内 80% 主流人形机器人厂商供应体系具体对应哪些客户、什么供货状态? | 客户侧公告、供应商公告、采购合同、客户访谈 | 数据处理同学本地化客户侧资料 |"
"FOHLSRC-FOHLBASE-009-0252-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","252","252","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L252","25eb732a0aed6883bd60d833ce0728a9e2abc28bb32a23652146b255f22fb27d","174","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高 | 数十家主流机器人客户订单的供货量、金额和持续性如何? | 订单公告、IR、客户侧采购、中标信息 | 分析员 + 数据处理同学 |"
"FOHLSRC-FOHLBASE-009-0253-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","253","253","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L253","fd6affb13dcda056c9dc2f86d98488fc6e653a098495771169f7740032c79430","164","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中 | 年产 200 万台自动化生产制造能力建设进度和达产时间? | 项目公告、年报在建工程、基地投产新闻、IR | 分析员跟踪 |"
"FOHLSRC-FOHLBASE-009-0254-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","254","254","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L254","552d06e02e9cb102c6bc999ffbf4138d8f00af6e7202bfa916a9d01d75dea9fd","181","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中 | 空心杯电机、微型伺服系统和灵巧手的产能、良率和寿命? | 产品手册、可靠性测试、售后条款、客户资料 | 数据处理同学补资料 |"
"FOHLSRC-FOHLBASE-009-0255-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","255","255","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L255","ea7bd8a3dc05284839088e0b4e02eef4b5e59460f61added3f4a7a417e5df846","138","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中 | 运动控制“小脑”是否会形成外部产品收入? | 产品发布、客户合作、研发进展、IR | 分析员跟踪 |"
"FOHLSRC-FOHLBASE-009-0256-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","256","256","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L256","fe76a6379bb98ef4262ea70b6687fd43fba7c025e8ee2bef94a7b871ae7d8af9","151","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中 | 海外机器人客户是否形成订单? | 海外收入拆分、客户侧资料、认证和渠道资料 | 数据处理同学补海外资料 |"
"FOHLSRC-FOHLBASE-009-0258-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","258","258","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L258","8d211aae5fd0dc6374a8ec28fa88e6bc760d21b56572503bdda1df9f3b8d6b87","49","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 客户侧硬资料增量回填(2026-06-22)"
"FOHLSRC-FOHLBASE-009-0262-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","262","262","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L262","f3b07c78f7f312f9c93e74ad4f2a81b28d65f7bd77b8585053dcf3bf3bc3800a","341","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 新增资料 | 雷赛官网机器人核心部件页披露无框电机、空心杯电机、编码器、驱动器、关节模组和灵巧手方案,并自述具备大规模交付能力;证券时报转述公司披露无框力矩电机交付超 12 万台、获智元优秀供应商伙伴、关节模组和灵巧手批量供应等线索。 |"
"FOHLSRC-FOHLBASE-009-0263-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","263","263","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L263","7b9fed546be384677d104b6d0c8050e99cb7bf826c34c740b469fb8d0491dbbf","172","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 可回填字段 | 机器人核心部件产品矩阵、无框电机、空心杯电机、编码器、驱动器、关节模组、灵巧手方案、大规模交付自述。 |"
"FOHLSRC-FOHLBASE-009-0264-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","264","264","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L264","4386f9deff447620290b5b6596b88c0136421e800fcc6f8fe1fbf04e737b3064","112","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 证据阶段变化 | 产品能力和供应商侧阶段进一步增强,但仍主要是供应商侧资料。 |"
"FOHLSRC-FOHLBASE-009-0265-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","265","265","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L265","173504804a4ed76ff933fcda05b8c55b7d3ab1ca67e01d92b8f1ab592b244223","202","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 不能外推 | 雷赛官网和媒体转述均不披露具体客户、订单金额、供货量、ASP、毛利率和份额;智元优秀供应商伙伴仍需客户侧或交易所原文继续验证。 |"
"FOHLSRC-FOHLBASE-009-0266-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","266","266","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L266","d7f8a0fb51713a61fb17b93754276f9edee6414fedc966a04c614425bc339a22","129","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 增量资料包 | `industry_source_archive/data/public/robotics/body_oem_supply_chain/hard_evidence_20260622/资料索引.md` |"
"FOHLSRC-FOHLBASE-010-0004-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","4","4","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L4","29e3c035779e705b933001216d784b3b81fa66e0ea7e5e1da927d0659cc2a9e0","33","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> case_id: ANA-ROBOT-INDUSTRY-001"
"FOHLSRC-FOHLBASE-010-0005-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L5","190ce0e7ffd5eaee5af6e606354670e57c4c578eb4ad1461a0db04bd08860b29","55","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> run_id: RUN-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"FOHLSRC-FOHLBASE-010-0005-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L5","190ce0e7ffd5eaee5af6e606354670e57c4c578eb4ad1461a0db04bd08860b29","55","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> run_id: RUN-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"FOHLSRC-FOHLBASE-010-0006-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","6","6","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L6","ad362c060d06a95bd6db51db36da4d60567782ec40cfc21000f64abdd745f3d4","41","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> batch_id: BATCH-ANA-ROBOT-MIGRATION-002"
"FOHLSRC-FOHLBASE-010-0007-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L7","fc92d9f8c86cbb689b77e6aa6a916b38a0747d9a4a7b870534f869c497049bf6","122","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> status: BATCH002_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW / SNAPSHOT_EXECUTION_PREPARED_NOT_OUTPUT_PASS"
"FOHLSRC-FOHLBASE-010-0007-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L7","fc92d9f8c86cbb689b77e6aa6a916b38a0747d9a4a7b870534f869c497049bf6","122","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> status: BATCH002_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW / SNAPSHOT_EXECUTION_PREPARED_NOT_OUTPUT_PASS"
"FOHLSRC-FOHLBASE-010-0010-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","10","10","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L10","490ce7b9c81c928bee290b759925fae40bf0c9d3419f9ab7286b5fe464f37718","90","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> candidate_freeze: ../../../manifest/second_batch_execution_candidate_freeze_20260704.csv"
"FOHLSRC-FOHLBASE-010-0011-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","11","11","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L11","f3100b18b4f05ddc370c125b195513f4e9b6e699a55d610b05f6ea6ae72f6703","108","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> fact_execution_version: ../../../evidence/candidate_fact_execution_version_second_batch_core8_20260704.csv"
"FOHLSRC-FOHLBASE-010-0012-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","12","12","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L12","3653fa69304dd02dd742a0828ad24e679ca334479bb97feeb5fd70c1b2601788","86","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> field_summary_cn: ../../../evidence/second_batch_core7_field_summary_cn_20260704.csv"
"FOHLSRC-FOHLBASE-010-0013-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","13","13","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L13","57818180034d79f45bdbf74f6b143fb8425c2fd377065404dcbe930f3f4d01a9","94","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> body_downgrade_scope: ../../../evidence/second_batch_core7_body_downgrade_scope_20260704.csv"
"FOHLSRC-FOHLBASE-010-0017-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","17","17","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L17","e395adef2e455830de76398fc1042ecae3a54f2a894af760062a210eefd265a7","73","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> paragraph_rewrite_run: RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001"
"FOHLSRC-FOHLBASE-010-0017-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","17","17","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L17","e395adef2e455830de76398fc1042ecae3a54f2a894af760062a210eefd265a7","73","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> paragraph_rewrite_run: RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001"
"FOHLSRC-FOHLBASE-010-0018-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","18","18","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L18","75e6a36107307fb35359bd26ae694899a3a0a877951e81f8b84f7a5ee82eeb3a","110","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> primary_source_snapshot_plan: ../../../evidence/second_batch_core7_primary_source_snapshot_plan_20260704.csv"
"FOHLSRC-FOHLBASE-010-0022-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","22","22","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L22","49fd9fc2309aa8c5fd777a37442025b6c31aa112d370311394f97814971bf72e","70","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> snapshot_execution_run: RUN-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001"
"FOHLSRC-FOHLBASE-010-0022-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","22","22","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L22","49fd9fc2309aa8c5fd777a37442025b6c31aa112d370311394f97814971bf72e","70","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> snapshot_execution_run: RUN-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001"
"FOHLSRC-FOHLBASE-010-0023-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","23","23","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L23","ad1bf8ca7f56956f90c5e796e3a0bcac5930b992c295bbbe2fd2e0f09b07e387","92","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> evidence_summary_cn: ../../../evidence/second_batch_core7_evidence_summary_cn_20260704.csv"
"FOHLSRC-FOHLBASE-010-0024-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","24","24","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L24","0f88de0fc7b8d3e647f532ab818cea5afe7ff53f99963af4adc7bc4ddac7d46d","89","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> page_extract_manifest: ../../../evidence/primary_source_page_extract_core7_20260704.csv"
"FOHLSRC-FOHLBASE-010-0025-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","25","25","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L25","13e9af41b430cdbaeb893d4524fdcad2cce54ef0345569f7e08369cafd169593","90","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> snapshot_manifest: ../../../evidence/primary_source_snapshot_manifest_core7_20260704.csv"
"FOHLSRC-FOHLBASE-010-0026-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","26","26","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L26","efe2c4b882698490a74cca75da3dad9a8077b09bd418bac109d25a549673fe1d","100","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> paragraph_rewrite_scope: ../../../evidence/second_batch_core7_paragraph_rewrite_scope_20260704.csv"
"FOHLSRC-FOHLBASE-010-0027-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","27","27","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L27","e36a6b5c3e4e8f581bb5f42a36ef184b096a620ba47c87e757f1fec3672d054f","63","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> source_review: AUDIT-ANA-ROBOT-SECOND-BATCH-OUTPUT-REPAIR-001"
"FOHLSRC-FOHLBASE-010-0027-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","27","27","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L27","e36a6b5c3e4e8f581bb5f42a36ef184b096a620ba47c87e757f1fec3672d054f","63","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> source_review: AUDIT-ANA-ROBOT-SECOND-BATCH-OUTPUT-REPAIR-001"
"FOHLSRC-FOHLBASE-010-0028-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","28","28","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L28","61a7c6d99ea21c1856967fd8326464d9cf7fe7a462e79ad592be4c086835a06f","48","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> source_message: msg_20260704195534274_2e32aa67"
"FOHLSRC-FOHLBASE-010-0029-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","29","29","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L29","9e0c1b16d411cb585c2ee533a843d8eff690a2c4f2b5785cb10c1ffb837563e8","25","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> frozen_date: 2026-07-04"
"FOHLSRC-FOHLBASE-010-0031-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","31","31","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L31","c660f965465b67c897c12358553bc38c982b164a29633697907ca77d31a24dfa","33","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0. 第二批迁移输出门禁"
"FOHLSRC-FOHLBASE-010-0033-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L33","ef7873e75d7860878bc3f1d4ed1c5e22734d24b8f6ad28b185ee6a22798516d6","128","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 本页仅是项目体系内第二批迁移待审草稿,不代表审核通过、正式扩池、完成状态或对外交付。"
"FOHLSRC-FOHLBASE-010-0034-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L34","348ebd2670ef608e5414f636136d1934039aacd1e24ab0caad15e1a509c0f49d","109","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 核心 7:埃斯顿、奥普特、长光华芯、天准科技、凌云光、禾川科技、双环传动。"
"FOHLSRC-FOHLBASE-010-0036-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","36","36","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L36","fdfe29b1487f40edd810bf3a0d459db983a0b8d36cac83c100e91127dd1912fa","221","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 12 个相邻 / 供应链候选继续排除:鼎通科技、恒锋工具、飞荣达、宏发股份、沃尔德、鹏辉能源、日发精机、嵘泰股份、沃特股份、立讯精密、中石科技、银轮股份。"
"FOHLSRC-FOHLBASE-010-0037-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","37","37","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L37","605dfa53b3f5e370a801ac32964c942cdbf5818277f709ce51feee655b0bf65f","132","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 本公司 primary source 核验摘要:范围 / 产品层支持 3 条,强字段仍缺口 4 条,缺口 / 边界保留 2 条。"
"FOHLSRC-FOHLBASE-010-0038-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","38","38","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L38","48cf1a1be2cab12ed1247a34c68ffbd6a7700aa9db45547e6986eb7c07998fd8","197","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 收入 / 订单、产能 / 产销、客户供货、ASP / 毛利 / 寿命等强字段全部维持 `DATA_GAP_REVIEW` 或 `PENDING_PRIMARY_SOURCE_REVIEW`,不得从范围 / 产品层证据升级。"
"FOHLSRC-FOHLBASE-010-0040-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","40","40","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L40","457969e30c0fd618d1104dd272d566126ea512bbd72c4d5a2cd5e203b1debc20","139","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 正文保留既有研究成果承接内容;下表和 0.2 节给出本轮输出前必须保留的字段级与段落组级降读口径。"
"FOHLSRC-FOHLBASE-010-0042-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","42","42","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L42","98f095c434a1f05171fda355bb1a7917417de2c2b2e5154bfed505335ee38c48","37","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.1 待核验事实 / 缺口结构"
"FOHLSRC-FOHLBASE-010-0046-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L46","7a3d171dd62c46504c802a0ada125b78fdded7d95d5c9896c6002a9267cb8695","375","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人定位 | `PRIMARY_SOURCE_VERIFIED_SUPPORTS_SCOPE_OR_PRODUCT / 范围 / 产品层支持` | 仅作为范围 / 产品层待审输出,不代表强字段成立 | `CORE8_CANDIDATE_FACT_NEEDS_PRIMARY_CHECK` | 官方来源可支持机器视觉系统、3D 视觉和具身数据采集等范围 / 产品层相关性;机器人专项收入、客户和 ASP 仍未披露。 |"
"FOHLSRC-FOHLBASE-010-0047-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","47","47","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L47","77330a97311f9646e2670ec1e8550cf33c79691f76f705c3d49889c034a7d00d","375","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产业链环节 | `PRIMARY_SOURCE_VERIFIED_SUPPORTS_SCOPE_OR_PRODUCT / 范围 / 产品层支持` | 仅作为范围 / 产品层待审输出,不代表强字段成立 | `CORE8_CANDIDATE_FACT_NEEDS_PRIMARY_CHECK` | 官方来源可支持机器视觉系统、3D 视觉和具身数据采集等范围 / 产品层相关性;机器人专项收入、客户和 ASP 仍未披露。 |"
"FOHLSRC-FOHLBASE-010-0048-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L48","4e028fe91e40acc8df1dd97561faddccd2738ececa03df91b1e2723c877aa066","332","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心判断 | `GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE / 缺口 / 边界保留` | 移入待核验事实 / 缺口结构;不得写成正式事实 | `CORE8_STRONG_FIELD_GAP_OR_BOUNDARY` | 按事实层执行版保留缺口或边界;本轮不新增强结论,后续只有补到官方可复核来源后才能升级。 |"
"FOHLSRC-FOHLBASE-010-0049-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L49","1907da31f50ae2b0385ea000166cf580dac6e07b5f025076a7a66c213ba54b19","384","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人产品 / 方案 | `PRIMARY_SOURCE_VERIFIED_SUPPORTS_SCOPE_OR_PRODUCT / 范围 / 产品层支持` | 仅作为范围 / 产品层待审输出,不代表强字段成立 | `CORE8_CANDIDATE_FACT_NEEDS_PRIMARY_CHECK` | 官方来源可支持机器视觉系统、3D 视觉和具身数据采集等范围 / 产品层相关性;机器人专项收入、客户和 ASP 仍未披露。 |"
"FOHLSRC-FOHLBASE-010-0050-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","50","50","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L50","54c898cd056119b9d275ada94275dc1d52eedf6b84791a26efc2d4949594b708","377","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 收入 / 订单 | `PRIMARY_SOURCE_CHECK_EXECUTED_FIELD_REMAINS_GAP / 强字段缺口` | 移入待核验事实 / 缺口结构;不得写成正式事实 | `CORE8_STRONG_FIELD_PRIMARY_SOURCE_GAP` | 已执行官方来源核验,未核验到机器人专项收入、订单金额或营收占比等强字段披露;本字段保留为收入 / 订单缺口,不写正式事实。 |"
"FOHLSRC-FOHLBASE-010-0051-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","51","51","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L51","03d557495aae93234e8358bac1197ff7d96f33d35004130e47517f49a02608ea","377","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产能 / 产销 / 利用率 | `PRIMARY_SOURCE_CHECK_EXECUTED_FIELD_REMAINS_GAP / 强字段缺口` | 移入待核验事实 / 缺口结构;不得写成正式事实 | `CORE8_STRONG_FIELD_PRIMARY_SOURCE_GAP` | 未核验到机器人专项产量、销量、产能利用率或出货规模的官方可复核披露;本字段保留为产能 / 产销缺口,不写正式事实。 |"
"FOHLSRC-FOHLBASE-010-0052-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","52","52","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L52","8895d77936418d7f5ff0ec278cf2303f96b80d3909d06a305e42aa78ce14a751","341","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户供货状态 | `PRIMARY_SOURCE_CHECK_EXECUTED_FIELD_REMAINS_GAP / 强字段缺口` | 移入待核验事实 / 缺口结构;不得写成正式事实 | `CORE8_STRONG_FIELD_PRIMARY_SOURCE_GAP` | 未核验到客户名称、供货状态、主供 / 独供或供货份额的官方可复核披露;本字段保留为客户供货缺口。 |"
"FOHLSRC-FOHLBASE-010-0053-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","53","53","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L53","12a49342d8b99b55c9727cfc07cfc049e592f5ce2f14c423b2b872f490ed0687","354","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP / 毛利 / 寿命 | `PRIMARY_SOURCE_CHECK_EXECUTED_FIELD_REMAINS_GAP / 强字段缺口` | 移入待核验事实 / 缺口结构;不得写成正式事实 | `CORE8_STRONG_FIELD_PRIMARY_SOURCE_GAP` | 未核验到 ASP、毛利率、寿命、更换周期或交付周期等官方可复核披露;本字段保留为价值量 / 毛利 / 寿命缺口。 |"
"FOHLSRC-FOHLBASE-010-0054-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","54","54","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L54","62b066e8ddd1f266f414ed8ab7bc88c2595616448d640d5f651a4a1b40272b99","369","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 强字段缺口边界 | `GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE / 缺口 / 边界保留` | 移入待核验事实 / 缺口结构;不得写成正式事实 | `CORE8_STRONG_FIELD_GAP_OR_BOUNDARY` | 强字段仍缺少 primary source 级别的事实值、证据位置和结论强度支撑;本轮只记录缺口编号、影响范围和后续补证要求。 |"
"FOHLSRC-FOHLBASE-010-0056-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","56","56","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L56","6c2c3796aef870b4393eac74f6d4cef2c2bcc261bec21c9733c4e69e66e2186f","37","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.2 正文级降读和证据标注"
"FOHLSRC-FOHLBASE-010-0062-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","62","62","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L62","aea435902e6545f8a2a273a36a41c8d86b4ab5dd5740977b3b36dd2fcfe93c3e","318","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司结论与基本判断 | 机器人定位、核心判断、产品 / 方案 | 保留为范围 / 产品层待审读法;不得写成正式公司结论、投资排序或收益判断 | 以 0.1 表中的范围 / 产品层记录为准 | 输出通过前补官方页码、产品页或人工快照作为可复核证据 |"
"FOHLSRC-FOHLBASE-010-0063-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","63","63","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L63","e37ca234b65d6a7bd9a728304a3ba5288ff89e877b1e76cf3d6807f0c779cf7e","354","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 收入、利润、订单和营收占比 | 收入、订单、机器人业务占比、利润弹性 | 统一降读为 DATA_GAP_REVIEW 或 PENDING_PRIMARY_SOURCE_REVIEW;不得作为机器人专项收入或订单事实 | 以 0.1 中强字段缺口 / 边界记录为准 | 补年报页码级抽取、交易所公告、官方 IR 或客户侧可复核来源 |"
"FOHLSRC-FOHLBASE-010-0064-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","64","64","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L64","2e120f5a04dbe449ccf7988776a5c27b662e146dc9f15138c7a94b52a93b9cc7","327","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产量、销量、产能、市场份额 | 出货量、产销、产能利用率、市占率、批量供货 | 统一降读为待核验线索;不得推导供给能力、份额或规模地位 | 以 0.1 中产能 / 产销 / 利用率记录为准 | 补官方产销表、年报表格、产品线披露或第三方可复核统计 |"
"FOHLSRC-FOHLBASE-010-0065-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","65","65","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L65","9dc27b888bdc0b0119576645ce4843cc42100dba249073025922a400178ec1dc","318","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户、供应链和供货状态 | 客户名称、供货量、主供 / 独供、份额、复购 | 统一降读为客户 / 供应链待核验线索;不得写成确认供货关系 | 以 0.1 中客户供货状态记录为准 | 补公司公告、客户侧公告、采购 / 中标、官方合作披露或人工快照 |"
"FOHLSRC-FOHLBASE-010-0066-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","66","66","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L66","b35cda1eb510525081ba30764426e81444dc931a6bb47af098ff864a7878fb7c","331","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP、毛利、寿命和交付 | 单价、毛利率、寿命、更换周期、交付周期 | 统一降读为缺口;不得用于单机价值量、盈利弹性或估值敏感性强结论 | 以 0.1 中 ASP / 毛利 / 寿命记录为准 | 补产品报价、分业务毛利、可靠性测试、订单 / 交付周期等官方来源 |"
"FOHLSRC-FOHLBASE-010-0070-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","70","70","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L70","e83ea51691f1c1725cbfeb6a37e4642ea2a0e028b2059c8422cf49e53dfc05c6","37","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.3 正文逐段降读改写记录"
"FOHLSRC-FOHLBASE-010-0072-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","72","72","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L72","467cdb233c9c9006ad09388e26f8af1cad03d1850ed672df39afc2f7bb377d2c","254","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> 本节承接 AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001,并落实 NEXT-ROBOT-027;以下标注已同步插入正文原承接稿对应标题前。正文仍为待审输入,不代表输出通过、对外交付、正式扩池或强字段升级。"
"FOHLSRC-FOHLBASE-010-0072-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","72","72","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L72","467cdb233c9c9006ad09388e26f8af1cad03d1850ed672df39afc2f7bb377d2c","254","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 本节承接 AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001,并落实 NEXT-ROBOT-027;以下标注已同步插入正文原承接稿对应标题前。正文仍为待审输入,不代表输出通过、对外交付、正式扩池或强字段升级。"
"FOHLSRC-FOHLBASE-010-0076-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","76","76","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L76","10a4dd15489091ebef71f5ede8371febace78bd4c93215c46f11d9e5a5b8bc86","280","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司结论与基本判断 | ## 1. 公司结论 | 机器人定位、核心判断、产品 / 方案 | 保留为范围 / 产品层待审线索,不写成审核通过结论、投资排序或对外交付事实。 | 补官方页码级证据、产品页或官方可复核快照。 |"
"FOHLSRC-FOHLBASE-010-0077-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","77","77","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L77","29b20a36f783c9814ecc7298587d5712f3d64a2a49c4426076545ed51e568626","326","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 收入、利润、订单和营收占比 | ## 5. 收入、利润与营收占比 | 收入、订单、机器人业务占比、利润弹性 | 统一降读为待核验事实 / 缺口,不写机器人专项收入、订单或利润事实。 | 补年报页码级抽取、交易所公告、官方 IR 或客户侧可复核来源。 |"
"FOHLSRC-FOHLBASE-010-0078-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","78","78","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L78","6218b34fc0214a16a9e6d91aa769b4b7b7823ccf7f608429a42c05627f7adb83","334","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产量、销量、产能、市场份额 | ## 6. 产量、销量、产能与产能利用率 | 出货量、产销、产能利用率、市占率、批量供货 | 统一降读为待核验线索,不据此推导供给能力、份额或规模地位。 | 补官方产销表、年报表格、产品线披露或第三方可复核统计。 |"
"FOHLSRC-FOHLBASE-010-0079-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","79","79","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L79","9923ffc153cf92c10dde1339f8abb210b43924582d751f8a84d9f65b8ebdc848","319","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户、供应链和供货状态 | ## 7. 客户、供应链与供货状态 | 客户名称、供货量、主供 / 独供、份额、复购 | 统一降读为客户 / 供应链待核验线索,不写成确认供货关系。 | 补公司公告、客户侧公告、采购 / 中标、官方合作披露或人工快照。 |"
"FOHLSRC-FOHLBASE-010-0080-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","80","80","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L80","ac708d1f541deaec398bf233636fab5ea09c8bf9ed54c0bc9dda42fbadd81483","334","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP、毛利、寿命和交付 | ## 8. ASP、寿命、交付与售后 | 单价、毛利率、寿命、更换周期、交付周期 | 统一降读为价值量 / 盈利 / 寿命缺口,不支撑单机价值量或盈利弹性强结论。 | 补产品报价、分业务毛利、可靠性测试、订单 / 交付周期等官方来源。 |"
"FOHLSRC-FOHLBASE-010-0081-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","81","81","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L81","7aef46fd1dd3b08287c8931baf227718e80e9e1a3114d3c457366dc64c7ab343","310","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 成本结构与盈利敏感性 | ## 9. 成本结构与利润弹性 | 成本拆分、毛利率、单机价值量、国产替代弹性 | 统一降读为成本结构待核验线索,不写成盈利弹性或价值量结论。 | 补官方成本、分业务毛利、产品价格或可复核的第三方统计。 |"
"FOHLSRC-FOHLBASE-010-0082-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","82","82","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L82","35cf8a8c149f791a3f0e7e298c962d58d3fd613fd3e06c3f8a7aa99c688da106","287","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 增量方向、确定性和弹性 | ## 10. 增量来自哪里 | 增量来源、确定性、弹性、投资读法 | 仅保留为研究观察方向,不构成投资排序、交易建议或收益承诺。 | 输出通过前改写为观察条件、触发条件、失效条件和风险。 |"
"FOHLSRC-FOHLBASE-010-0083-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","83","83","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L83","9491ab8d9ea3796a45902345b925ac6d73ba4fc7d975f705b31839a5bbebf5bd","64","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.4 primary source 快照 / 页码级证据补强执行记录"
"FOHLSRC-FOHLBASE-010-0085-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","85","85","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L85","09de611b1a660d8132e7e0e9dbe3a88569381d30c01b13d7398028933c197098","407","3","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> 本节承接 AUDIT-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001、AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001 返修意见和 NEXT-ROBOT-028A。本轮仅修复公司页占位符并写入真实页码抽取状态;不重跑已冻结的 18 条快照 manifest、7 条 page extract 表和 63 条中文证据摘要,也不代表输出通过、对外交付、完成状态、正式扩池或强字段升级。"
"FOHLSRC-FOHLBASE-010-0085-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","85","85","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L85","09de611b1a660d8132e7e0e9dbe3a88569381d30c01b13d7398028933c197098","407","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 本节承接 AUDIT-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001、AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001 返修意见和 NEXT-ROBOT-028A。本轮仅修复公司页占位符并写入真实页码抽取状态;不重跑已冻结的 18 条快照 manifest、7 条 page extract 表和 63 条中文证据摘要,也不代表输出通过、对外交付、完成状态、正式扩池或强字段升级。"
"FOHLSRC-FOHLBASE-010-0089-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","89","89","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L89","f2b1b407fb30714cbde61faff193b43e28f97493e4b49ba599a0291f734996ef","142","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 快照执行状态 | 已就本公司官方来源形成 2 条可复核快照 / PDF 复用记录,1 条下载或页码抽取缺口记录。 |"
"FOHLSRC-FOHLBASE-010-0093-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","93","93","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L93","79babf365abdd87781088a07a84de9cf4a771ea7335df2df3fa38054ac74f994","290","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 字段级边界 | 9 个字段的中文摘要见 second_batch_core7_evidence_summary_cn_20260704.csv;收入 / 订单、产能 / 产销、客户供货、ASP / 毛利 / 寿命、市场份额、主供 / 独供等强字段未获 reviewer 输出审核通过前继续降读或保留缺口。 |"
"FOHLSRC-FOHLBASE-010-0097-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","97","97","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L97","b76be381ea71d5279935fba8d940d153f642207020e7dac18e69015f3afaf465","17","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 版本:v0.2"
"FOHLSRC-FOHLBASE-010-0098-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","98","98","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L98","4f51f415f6a8aec90109272855f1ec57f4a1540d3d5f43bb7f0a8460bdfa9943","23","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 日期:2026-06-03"
"FOHLSRC-FOHLBASE-010-0101-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","101","101","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L101","a766380d87639ca42a40c7cb265eb993197997ac37290a0e684bb38d7adeb614","158","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 证据等级:A 年报/公告/招股书/采购公告;B 官网/产品手册/IR;C 研报引用公告或公司口径;D 媒体/渠道;E 分析判断。"
"FOHLSRC-FOHLBASE-010-0103-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","103","103","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L103","98c6ed4ca04c7e3f258cb51ae33cb9425e444fd0c47569b9736b53d92594b998","436","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> 段落级降读标注(PRW-CORE7-20260704-凌云光-01-CONCLUSION):本段来自既有研究承接稿,只能按 `SCOPE_OR_PRODUCT_ONLY_PENDING_OUTPUT_REVIEW` 读取;涉及机器人定位、核心判断、产品 / 方案时,保留为范围 / 产品层待审线索,不写成审核通过结论、投资排序或对外交付事实。输出通过前必须满足:补官方页码级证据、产品页或官方可复核快照。"
"FOHLSRC-FOHLBASE-010-0103-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","103","103","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L103","98c6ed4ca04c7e3f258cb51ae33cb9425e444fd0c47569b9736b53d92594b998","436","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 段落级降读标注(PRW-CORE7-20260704-凌云光-01-CONCLUSION):本段来自既有研究承接稿,只能按 `SCOPE_OR_PRODUCT_ONLY_PENDING_OUTPUT_REVIEW` 读取;涉及机器人定位、核心判断、产品 / 方案时,保留为范围 / 产品层待审线索,不写成审核通过结论、投资排序或对外交付事实。输出通过前必须满足:补官方页码级证据、产品页或官方可复核快照。"
"FOHLSRC-FOHLBASE-010-0105-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","105","105","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L105","00c3ed02422ee43512a72d9daa9369705c70551c0e064a4450465ea3659a569e","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 1. 公司结论"
"FOHLSRC-FOHLBASE-010-0107-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","107","107","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L107","f46d2c3c1e5a9f138739c9bd8960c5666d3d3c7e1cf8e3b3bee46ecfab38b62a","373","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","凌云光(688400.SH)更适合放在“工业机器视觉系统 / 智能视觉装备 / 具身数据采集基础设施”中跟踪,而不是简单归为人形机器人 3D 相机供应商。公司机器视觉收入规模较大、算法平台和工程交付积累较深,核心优势在工业视觉项目、视觉算法平台、智能视觉装备和复杂场景检测。"
"FOHLSRC-FOHLBASE-010-0109-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","109","109","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L109","1d28b438a42b5e375a290312b5e1346f3e55fff37a92a829cccf09a9f000dd12","410","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","机器人相关增量目前主要有两条:第一,工业视觉能力向机器人视觉检测、定位、识别和 AI 质检迁移;第二,元客视界的 FZMotion 光学惯性动捕、机器人本体 / 灵巧手遥操作数据采集、虚拟仿真数据采集,可作为具身智能训练数据基础设施。后一条更贴近“具身数据”主线,但收入、客户和订单尚未充分披露。"
"FOHLSRC-FOHLBASE-010-0111-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","111","111","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L111","bfa52172855e8437673232512a41ec653d7e4371cf6740ca178c8b6393fb3661","172","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","OCS 光交换是公司另一条潜在成长线,和机器人产业链不是直接同一条链,应在公司增量里单独跟踪,不能混入机器人零部件收入。"
"FOHLSRC-FOHLBASE-010-0113-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","113","113","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L113","ad3f2087b702e9b0b2434495c63a1e30aaaf159ead77e1918e65c14ce3cd2383","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 2. 基本信息"
"FOHLSRC-FOHLBASE-010-0118-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","118","118","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L118","3fb13c89a2ad29984a3c35452c2fcac5f65bd844dfa15608393fd1d4443e4e82","32","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 股票代码 | 688400.SH | C |"
"FOHLSRC-FOHLBASE-010-0121-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","121","121","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L121","1d0ae25db4c09597e07d70061eb4ac7c86980405cc38b6fe947a53f85a06b3eb","122","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心判断 | 视觉系统收入和工程能力较强,但机器人专用收入、客户和供货量仍待验证 | E |"
"FOHLSRC-FOHLBASE-010-0123-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","123","123","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L123","39e69dcef80f06300f88ce6dba1b987ed79f959794e5b06d3cbc1fe98d2f75aa","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 3. 所属产业链环节"
"FOHLSRC-FOHLBASE-010-0127-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","127","127","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L127","7bdbe3e606b6cd22b64eba3f0749e2ea513e0b884d1061cbe359325a15246ba6","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 上游 | CMOS、镜头、光学器件、算法平台 | 投资 / 生态覆盖长光辰芯、湖南长步道等线索 | 有助于视觉系统供应链协同,但不是每项都等同自供 |"
"FOHLSRC-FOHLBASE-010-0128-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","128","128","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L128","50d3d98dd650a4d67c0b39d97e3390d3bf41bdd594f146bb1ec1add5dffbbc01","180","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中游 | 机器视觉系统、智能视觉装备 | 可配置视觉系统、智能视觉装备、VisionWARE、F.Brain | 公司主业核心,收入规模和交付经验较清楚 |"
"FOHLSRC-FOHLBASE-010-0129-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","129","129","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L129","baa89379094e3efa65ce7464ef8ce19ac128cd5f2b1277d16969cfd67542fd91","232","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人相关 | 具身数据采集、光学动捕、遥操作 | 元客视界 FZMotion、机器人本体 / 灵巧手遥操作数据采集、虚拟仿真数据采集 | 是具身智能训练数据基础设施线索,收入待拆 |"
"FOHLSRC-FOHLBASE-010-0132-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","132","132","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L132","ba20cf70d76100f27080316b4f669b8002fc26c708f182ccb8b539f9b660aba8","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 4. 机器人相关产品"
"FOHLSRC-FOHLBASE-010-0136-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","136","136","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L136","17d387f60157b0e1150849edc1c7abb101ee12f9ed34c2f95d51588547fbb691","256","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| VisionWARE | 自研机器视觉算法平台,覆盖 10 个模块、近 200 个算法工具;2025 年 5 月发布新版本,核心工具约 60% 实现 AI + 规则融合 | 工业视觉检测、定位、识别能力可迁移到机器人视觉任务 | C |"
"FOHLSRC-FOHLBASE-010-0137-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","137","137","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L137","795d30e5c2977c88d4e1265babc6079c8f2b554e5fad11afedf6522c3c591733","188","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| F.Brain | 2022 年发布的深度学习平台,覆盖通用检测、缺陷分割、缺陷生成等基础模型 | 适合缺陷数据稀缺、复杂场景识别和训练效率提升 | C |"
"FOHLSRC-FOHLBASE-010-0138-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","138","138","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L138","6e6c6086beb1e6009e372804c514cf2e0656ea91af093121e31f545c7aecc70e","274","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| FZMotion 光学惯性动捕 | 支持人体骨骼、机器人电机、视觉控制、点云等信息采集;绝对位置精度 0.1mm;支持手指、手臂、腿脚及五指 20+ 自由度精细动作 | 用于具身智能动作数据采集、遥操作和仿真训练 | C |"
"FOHLSRC-FOHLBASE-010-0141-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","141","141","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L141","7876f7a6f70f6e0f74d8ba950a45f83af659e1cb8ea324883a88f143482e1670","106","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| OCS | 光交换设备和系统 | 算力基础设施相关,不是机器人零部件直接收入 | C/E |"
"FOHLSRC-FOHLBASE-010-0143-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","143","143","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L143","8e8f1664fa00ea95b16aa9739b40d466738c20be3cc79c609a524ac03a984bad","427","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 段落级降读标注(PRW-CORE7-20260704-凌云光-02-REVENUE_ORDER):本段来自既有研究承接稿,只能按 `DATA_GAP_REVIEW` 读取;涉及收入、订单、机器人业务占比、利润弹性时,统一降读为待核验事实 / 缺口,不写机器人专项收入、订单或利润事实。输出通过前必须满足:补年报页码级抽取、交易所公告、官方 IR 或客户侧可复核来源。"
"FOHLSRC-FOHLBASE-010-0145-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","145","145","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L145","96ea00535aabee902697e8f166a5fad61aaed8409d591ed5d46fc508e4fe8688","36","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 5. 收入、利润与营收占比"
"FOHLSRC-FOHLBASE-010-0149-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","149","149","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L149","0a0f463250368592b019b42d27f3e869cfa85eb64fe16ba4b08506ed56cbb42d","109","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司整体收入 | 2024 年收入约 22.34 亿元 | 公司规模在机器视觉系统类公司中较大 |"
"FOHLSRC-FOHLBASE-010-0150-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","150","150","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L150","483956e671971f2d606fda8b491e50bbace823cb3a7333e8c3ec95d2f44dc5ac","132","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司整体毛利率 | 2024 年毛利率约 34.7% | 低于纯核心部件型视觉公司,反映项目制和设备属性更重 |"
"FOHLSRC-FOHLBASE-010-0151-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","151","151","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L151","7b8c5f23ffea637033c4c403c9dd5dc071511fe40ddac6efce5ae47bc0013c12","147","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器视觉收入 | 2019-2024 年机器视觉收入约 8.15 亿元提升到 15.85 亿元 | 主业增长明确,且占公司收入比重提高 |"
"FOHLSRC-FOHLBASE-010-0152-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","152","152","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L152","b7d6d710ece310999a06de374acd57386c4f4bfca724fc485321a1c9f32306a6","119","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器视觉收入占比 | 2019-2024 年由约 57% 提升到约 71% | 公司业务重心继续向机器视觉集中 |"
"FOHLSRC-FOHLBASE-010-0153-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","153","153","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L153","a3024bf9fe3f6cdac07976f653be7db5e0be2e067a44083b896b841922ff1e48","162","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2025-2027 年预测 | 研报预测收入约 28.5 / 35.1 / 42.9 亿元,归母净利约 1.80 / 2.58 / 3.63 亿元 | 这是研报预测,不能当作已实现 |"
"FOHLSRC-FOHLBASE-010-0154-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","154","154","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L154","555c9a51045392425bf482f61b9e517319fe642ef809074df8872675e3d22b49","88","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 元客视界 / 具身数据收入 | 未披露 | 是机器人相关最大缺口之一 |"
"FOHLSRC-FOHLBASE-010-0155-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","155","155","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L155","ac3ac7348d0a6facf3f35e290e12b2f6d60392798cbf4210af75b8b1a45b9f7e","85","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人视觉传感器收入 | 未披露 | 暂不能写成机器人视觉主供 |"
"FOHLSRC-FOHLBASE-010-0156-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","156","156","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L156","33557be4f4a3ed382106a2468ab4ba0fa072a2b97dbe5b5b6d87bbb574a971bb","77","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| OCS 收入 | 未充分拆出 | 应单独跟踪,不并入机器人收入 |"
"FOHLSRC-FOHLBASE-010-0158-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","158","158","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L158","7d4750aed649e4b5b48b54e03e148b8c782dee6170403c226708b3b7087e9539","439","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 段落级降读标注(PRW-CORE7-20260704-凌云光-03-CAPACITY_VOLUME):本段来自既有研究承接稿,只能按 `PENDING_PRIMARY_SOURCE_REVIEW` 读取;涉及出货量、产销、产能利用率、市占率、批量供货时,统一降读为待核验线索,不据此推导供给能力、份额或规模地位。输出通过前必须满足:补官方产销表、年报表格、产品线披露或第三方可复核统计。"
"FOHLSRC-FOHLBASE-010-0160-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","160","160","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L160","a7f367930f0a44d7fef3b3e9eaf9706f155f20432cb123eb4e979d8c8aa02fc1","48","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 6. 产量、销量、产能与产能利用率"
"FOHLSRC-FOHLBASE-010-0164-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","164","164","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L164","5e5fb22d7281c944a73d0da0e20bf34d5b7876464475f43a13f1ed22af753980","187","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器视觉系统产销 | 本地研报主要披露收入增长,未系统披露标准化产量 / 销量 | 项目制设备和系统交付,不适合简单用“台套”横向比较 |"
"FOHLSRC-FOHLBASE-010-0165-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","165","165","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L165","b51cd150e54f355545b692a4a13c71de09857d4f3a3194b8d743c612fde8798e","169","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 智能视觉装备 | 研报预测 2025-2027 年智能视觉装备收入约 10.6 / 14.43 / 19.34 亿元,毛利率约 37.7% | 预测口径,需后续用年报验证 |"
"FOHLSRC-FOHLBASE-010-0166-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","166","166","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L166","a3e09452d880f9475317859ce10a2e456b0ab96459f90f87445cbe850b552b7f","122","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| FZMotion 动捕设备 | 未披露销量、交付数量和 ASP | 需要补产品手册、项目订单或客户侧资料 |"
"FOHLSRC-FOHLBASE-010-0167-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","167","167","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L167","1116ec32ef66c9ce690de714a7c73b8e178cf97871c313be2dded775613b3a1f","127","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 数据采集平台 | 未披露项目数量、客户数量和单项目金额 | 具身智能数据采集商业化仍需验证 |"
"FOHLSRC-FOHLBASE-010-0169-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","169","169","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L169","e3e807e4ea4bce3b8731e6115330b01b857ba7a20c53b1518f666a57b78de4c6","425","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 段落级降读标注(PRW-CORE7-20260704-凌云光-04-CUSTOMER_SUPPLY):本段来自既有研究承接稿,只能按 `DATA_GAP_REVIEW` 读取;涉及客户名称、供货量、主供 / 独供、份额、复购时,统一降读为客户 / 供应链待核验线索,不写成确认供货关系。输出通过前必须满足:补公司公告、客户侧公告、采购 / 中标、官方合作披露或人工快照。"
"FOHLSRC-FOHLBASE-010-0171-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","171","171","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L171","3a8b29c24f343e7211009f89e271e51f456be25e2669a9275cad63458df3a619","39","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 7. 客户、供应链与供货状态"
"FOHLSRC-FOHLBASE-010-0173-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","173","173","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L173","7ef6dd344afe3c2d6f71626952b9af198cf71415f5b23db4dbde62949b03df15","49","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户 / 生态 | 当前线索 | 分析判断 |"
"FOHLSRC-FOHLBASE-010-0175-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","175","175","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L175","3f1567b298c250ebc56f13efb126bd427babcab9541e588a246fda9b32665c14","160","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 国际头部客户 | 研报提到公司 2015 年进入国际顶尖客户供应商列表 | 证明高端制造客户进入能力,但不等于机器人客户 |"
"FOHLSRC-FOHLBASE-010-0176-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","176","176","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L176","691f02475ffba4b6bb6bf492a4acd1dbf00127fc41303f30874107f6af62c601","119","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业客户 | 线索包括 Apple、Foxconn、华为、小米、宁德时代等 | 工业视觉大客户基础较强 |"
"FOHLSRC-FOHLBASE-010-0177-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","177","177","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L177","b34e2084cf758a39490afd6aa0b52aac71ec056932c428caa63294233bc6330a","205","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 具身智能场景 | 2025 年 7 月 FZMotion 落地苏州具身智能机器人综合创新中心,用于人机交互动捕训练区 | 是具身数据应用验证线索,但仍需项目金额和复购 |"
"FOHLSRC-FOHLBASE-010-0178-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","178","178","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L178","94a644ee8696465a1540220d73d064ec0369033a79ddd79124880aec4fd16b83","97","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人整机客户 | 未充分披露 | 不能写成已进入头部人形机器人供应链 |"
"FOHLSRC-FOHLBASE-010-0180-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","180","180","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L180","da5639eb96d87b2d88025352a0041ec896cb636c9fbfa89b47b7906450b86d4b","41","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 本体商阵营回填(2026-06-21)"
"FOHLSRC-FOHLBASE-010-0183-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","183","183","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L183","7184d7df5f67796d673b2507a3c6258d385500b35f8f49e82273dee88613a3bf","179","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 增量来源:视觉系统、动捕和数据采集能力若进入具身模型训练、机器人视觉标定或工业检测,可从硬件销售延伸到数据和方案收入。"
"FOHLSRC-FOHLBASE-010-0184-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","184","184","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L184","5bfcfbf5673ecd628f9a66c773b331a0a1f12e6945594b902471603d6758ba7c","134","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 待验证边界:具身数据采集商业化仍需补客户、数据规模、收费方式、部署台数和机器人收入占比。"
"FOHLSRC-FOHLBASE-010-0186-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","186","186","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L186","0bfb62461ad3b400e9847b2a1b29579b8b89d5bc330f34bfca7cfbe36cf038b4","446","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 段落级降读标注(PRW-CORE7-20260704-凌云光-05-ASP_MARGIN_LIFE):本段来自既有研究承接稿,只能按 `DATA_GAP_REVIEW` 读取;涉及单价、毛利率、寿命、更换周期、交付周期时,统一降读为价值量 / 盈利 / 寿命缺口,不支撑单机价值量或盈利弹性强结论。输出通过前必须满足:补产品报价、分业务毛利、可靠性测试、订单 / 交付周期等官方来源。"
"FOHLSRC-FOHLBASE-010-0188-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","188","188","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L188","28165afe0771553374ae696b75f35d0b289a3aa1a7a934445b8d7bfa9242e09e","36","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 8. ASP、寿命、交付与售后"
"FOHLSRC-FOHLBASE-010-0192-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","192","192","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L192","260f70125790901e60b661e6192872ca08f2246ab0d6a8c14e31b0cdeb9126c4","74","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器视觉系统 ASP | 项目制差异大,未披露可比标准价 |"
"FOHLSRC-FOHLBASE-010-0193-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","193","193","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L193","6ad24092ff068e619cacca1db3d33969eec5817af8a62e587190df49ed3e7e0a","28","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| FZMotion ASP | 未披露 |"
"FOHLSRC-FOHLBASE-010-0196-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","196","196","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L196","39ec1e8287081e5cd3cb8972d2f014d066c7c45d00aeaff892a3df030dd0e2e7","97","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 交付周期 | 未披露;项目制交付周期需要按具体客户和系统复杂度判断 |"
"FOHLSRC-FOHLBASE-010-0198-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","198","198","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L198","70622491fe1a4d47ba2e094178f7115f64dc71cd8c34518882f9033fede45302","424","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 段落级降读标注(PRW-CORE7-20260704-凌云光-06-COST_STRUCTURE):本段来自既有研究承接稿,只能按 `DATA_GAP_REVIEW` 读取;涉及成本拆分、毛利率、单机价值量、国产替代弹性时,统一降读为成本结构待核验线索,不写成盈利弹性或价值量结论。输出通过前必须满足:补官方成本、分业务毛利、产品价格或可复核的第三方统计。"
"FOHLSRC-FOHLBASE-010-0200-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","200","200","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L200","3da28f4f3d7ccfc946a36b2bd90d87f25241941b251a0dbdc7d5cd759bb52d35","33","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 9. 成本结构与利润弹性"
"FOHLSRC-FOHLBASE-010-0202-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","202","202","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L202","51fc6cdf1defb5053331092d6bb77fd520be529fb9db1afd0732c6f04f710d52","43","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 成本项 | 说明 | 对利润的影响 |"
"FOHLSRC-FOHLBASE-010-0204-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","204","204","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L204","c267a1184b876b1250338685061f551a33d6e6076125646ed873582338d37a55","142","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 光学和成像硬件 | 相机、镜头、光源、传感器、采集和控制硬件 | 影响系统成本、交付稳定性和视觉性能 |"
"FOHLSRC-FOHLBASE-010-0206-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","206","206","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L206","b6590fd2bc4000cfcef3a78ff0526c103597a4b51a2ce100ae349f3b161ad3e2","124","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 项目交付和调试 | 方案设计、现场调试、客户工艺适配 | 项目制业务毛利和回款的重要变量 |"
"FOHLSRC-FOHLBASE-010-0208-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","208","208","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L208","8c665ec6c1823d27d4e70ad400ce6f16eb96dc83d4d5f97407b5d19c90be4b54","127","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 折旧和制造费用 | 智能视觉装备和系统交付涉及设备制造与产线投入 | 影响毛利率和利润弹性 |"
"FOHLSRC-FOHLBASE-010-0210-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","210","210","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L210","b4b558fb3d90d48eddd2846bb5416fea6430fd96fb6b2408c6ab6b9af99e5a7a","417","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 段落级降读标注(PRW-CORE7-20260704-凌云光-07-INCREMENT_LOGIC):本段来自既有研究承接稿,只能按 `RESEARCH_OBSERVATION_ONLY` 读取;涉及增量来源、确定性、弹性、投资读法时,仅保留为研究观察方向,不构成投资排序、交易建议或收益承诺。输出通过前必须满足:输出通过前改写为观察条件、触发条件、失效条件和风险。"
"FOHLSRC-FOHLBASE-010-0212-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","212","212","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L212","79f3448f2515c14f82afa5747df430cb67f148cb4d9b758f574bc4d27e06c945","25","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 10. 增量来自哪里"
"FOHLSRC-FOHLBASE-010-0216-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","216","216","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L216","9aa089f8fd9f69b48e672906f316e889a21751e95cca1b8efe2b3123c79d52c1","120","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业视觉需求增长 | 3C、新能源、汽车、半导体等制造业机器视觉渗透率提升 | 中高 | 中 |"
"FOHLSRC-FOHLBASE-010-0222-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","222","222","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L222","43054907802d078de3cfaf89e4654c8a57b3e13cf5a7671eac0b26d9e5774c7f","37","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 11. 团队、治理与组织能力"
"FOHLSRC-FOHLBASE-010-0226-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","226","226","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L226","a4c2a6ffd31f02a0c880ddf3d3c00e52f42d3a3f01785b20df418e358b42d38e","355","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 组织与主体 | 公司通过元客视界等布局光学惯性动捕、机器人本体/灵巧手遥操作数据采集、仿真数据采集。 | 凌云光的机器人相关性更多在“数据采集/视觉制造/光学动捕”,不是机器人视觉传感器主供的直接证据。 | 元客视界股权、团队负责人、收入和项目交付。 |"
"FOHLSRC-FOHLBASE-010-0227-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","227","227","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L227","1490f667de5e3546146796a9863788709dae5482c9e674dbb8847d8bf0c0aecc","366","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 技术能力 | FZMotion 光学惯性动捕可服务机器人遥操作和训练数据采集;公司原有机器视觉、VisionWARE/F.Brain 等平台能力较强。 | 技术壁垒在光学、视觉算法和工业交付经验,增量方向是具身智能数据闭环,而非单一硬件 ASP。 | 产品手册、采集精度、延迟、稳定性、系统报价。 |"
"FOHLSRC-FOHLBASE-010-0228-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","228","228","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L228","5e251decd6b9fb2e5516b87bea93bf6397dfda28062c97c4032a2904038bd616","376","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户关系 | 传统工业客户线索包括 Apple、Foxconn、Huawei、Xiaomi、CATL 等;FZMotion 落地苏州具身智能机器人综合创新中心。 | 工业客户关系优质,但机器人客户披露不足;“进入国际顶尖客户供应商列表”不能自动外推为机器人业务主供。 | 机器人客户名单、采购量、项目合同、复购。 |"
"FOHLSRC-FOHLBASE-010-0229-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","229","229","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L229","d37a1b85ecb2e772f3076ab353c7a69dd283f8f032ca0e6b9d1582a5911b6db1","294","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 经营风格 | 2024 年机器视觉收入占比约 71%,机器人/数据采集收入未单列。 | 适合定位为“机器视觉平台向具身数据采集延伸”的观察公司,短期更看项目落地和收入拆分。 | 元客视界收入、数据采集项目毛利、OCS 订单。 |"
"FOHLSRC-FOHLBASE-010-0231-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","231","231","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L231","ef3aa13da497d47cab2889a7bb58cee5a868892fa237501fab2c8c68f382f11d","34","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 12. 证据等级与资料来源"
"FOHLSRC-FOHLBASE-010-0235-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","235","235","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L235","7cea2a7e9384cc5c30d22a6c07ee4b11e60a369b840db3b9b50ad6fcb3b772ed","255","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 凌云光深度研报 | `E:/industry/data/report/new_batch_20260527/凌云光(688400)深度研究报告(首次)AI赋能视觉制造,光学动捕及OCS未来潜.ec282c17d281.md` | C | 机器视觉、光学动捕、OCS 和业绩预测线索。 |"
"FOHLSRC-FOHLBASE-010-0236-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","236","236","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L236","f3a4b8f7bc7995221da2bf33585817906b9bed9ba45e567eb962e835460a1bbf","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 既有机器视觉与 3D 视觉专题 | `E:/industry/doc/research/归档/旧版梳理结果_20260528前/机器视觉与3D视觉深度梳理结果.md` | E | 视觉环节定位和横向比较。 |"
"FOHLSRC-FOHLBASE-010-0239-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","239","239","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L239","7a56d9f16ee1ff588205ba426c54ea732aec0ea1eea8b4a81742a59636e92981","22","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 13. 待验证问题"
"FOHLSRC-FOHLBASE-010-0243-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","243","243","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L243","2635801de8d184afa3b6f319b66ff479e0a50e22099d552b7806c995fca0674c","136","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 凌云光是否是机器人视觉传感器主供 | 不能确认 | 客户侧供应链资料、订单公告、产品型号和供货量 |"
"FOHLSRC-FOHLBASE-010-0244-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","244","244","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L244","8e34080b6a408572cf9b17e5f1a7638f710a3d950aa9a2b91db4ad86d3f21f82","91","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 元客视界收入是多少 | 未披露 | 年报分部、投资者纪要、项目公告 |"
"FOHLSRC-FOHLBASE-010-0245-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","245","245","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L245","10c6688b477155665db14c4e01384dede7eb09296765ab88fb2589a02caa0eff","94","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| FZMotion 单价和交付量 | 未披露 | 官网产品手册、采购公告、项目合同 |"
"FOHLSRC-FOHLBASE-010-0246-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","246","246","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L246","5600073045a9c592ea5a56b66efa65ab3c1bcdeadafa2f3e0dcec6036e5e0d7b","79","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 数据采集项目毛利 | 未披露 | 公司交流、年报分业务毛利 |"
"FOHLSRC-FOHLBASE-010-0247-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","247","247","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L247","2c1b09e1b811e54c49eb3eb139821a7c395ca06adc700f6a0ad8367c7126302c","88","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人客户是谁 | 未充分披露 | 客户侧新闻、招投标、合作公告 |"
"FOHLSRC-FOHLBASE-010-0248-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","248","248","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L248","91598cee50aebe530bde295402c1c8522f584bdf141debb9f54fdc8fcecf0d26","80","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| OCS 收入贡献 | 未充分披露 | 年报、公告、订单和产能资料 |"
"FOHLSRC-FOHLBASE-010-0250-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","250","250","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L250","6d42965d950a5aac151bb52b6670d93dea85192102e2423c74161b0583f07515","46","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 软件与智能系统回填(2026-06-08)"
"FOHLSRC-FOHLBASE-010-0257-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","257","257","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L257","177799c9f1e8ea65866af71db81b586de21a91174cde113ae6d100cba76a3675","133","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户 / 部署 | FZMotion 落地苏州具身智能机器人综合创新中心;机器人客户、项目金额和复购待补。 |"
"FOHLSRC-FOHLBASE-010-0259-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","259","259","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L259","ec11c50853fd4701d0b739ebd8a3ded8bf33e701668dda4c1d0d00a9d6d6a0ec","127","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 关键缺口 | FZMotion ASP、交付量、数据采集项目金额、元客视界收入、机器人客户、项目毛利。 |"
"FOHLSRC-FOHLBASE-010-0260-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","260","260","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L260","262e5ed92c8d7e42fc8b86d46469e94590e394d944b8e14e0fc7f89a2c71dbfd","160","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 分析判断 | 凌云光不是单纯机器人视觉传感器主供口径,更适合定位为机器视觉平台向具身数据采集延伸的观察公司。 |"
"FOHLSRC-FOHLBASE-011-0004-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","4","4","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L4","921b94ff7ba01c586b8e700aa531b6a0e4f067670bacf580729b9351f42f9d99","35","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> case_id: ANA-ROBOT-INDUSTRY-001"
"FOHLSRC-FOHLBASE-011-0005-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-011-0005-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-011-0006-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","6","6","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L6","51ddefb06b154109ad40b8a957ea1dc8d5f6ce2e5ab03823e2d66f370c5111b7","43","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> batch_id: BATCH-ANA-ROBOT-MIGRATION-001"
"FOHLSRC-FOHLBASE-011-0007-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-011-0007-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-011-0010-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","10","10","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L10","6b70fdf4319b34a38405a95b6e109c6b55a71a355b6c2d255ed66038aa349b03","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> frozen_date: 2026-07-03"
"FOHLSRC-FOHLBASE-011-0012-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","12","12","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L12","229e5b6f2d71cd5b4705f7f20be8540ea151a520c9cbe1234c970c6502cc9304","24","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0. 冻结复核结论"
"FOHLSRC-FOHLBASE-011-0015-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","15","15","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L15","cd79cd837d92015495dff874aaa02b5e4a015d3140260011f8331796c19e169b","173","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 当前冻结含义是“稳定文件名、稳定入口、稳定来源映射和正式返修基线”,不是审核通过、不是对外交付版,也不是投资建议。"
"FOHLSRC-FOHLBASE-011-0016-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L16","705d939da58d5af5359f66afd4e6cebb0b52c40db48eb9a6372be783a579ff7d","334","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 证据状态统一按 FIRST_BATCH9_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-011-0016-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L16","705d939da58d5af5359f66afd4e6cebb0b52c40db48eb9a6372be783a579ff7d","334","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 证据状态统一按 FIRST_BATCH9_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-011-0017-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","17","17","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L17","2a000f35ef26bbeef8651ace9f93eca2377eec165c6874cfe416cb360568c998","163","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 复核备注:已按 P0 公司首批迁入;正式公司结论前需核验机器人收入/占比、客户供货阶段、ASP、寿命、产能和证据等级。"
"FOHLSRC-FOHLBASE-011-0019-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L19","4ee1975275ad4bdf0de8da13d2ca9527eed0ce1913f23921f155a9b87783fb26","57","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-029)"
"FOHLSRC-FOHLBASE-011-0019-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L19","4ee1975275ad4bdf0de8da13d2ca9527eed0ce1913f23921f155a9b87783fb26","57","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-029)"
"FOHLSRC-FOHLBASE-011-0021-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L21","5c82b1c961d876f19fbb2f5376e1eb308eca03026613589bc8af6145f2ce3099","196","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 本节为首批 9 公司输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、正式公司池确认、对外交付或完成状态。"
"FOHLSRC-FOHLBASE-011-0021-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L21","5c82b1c961d876f19fbb2f5376e1eb308eca03026613589bc8af6145f2ce3099","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 本节为首批 9 公司输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、正式公司池确认、对外交付或完成状态。"
"FOHLSRC-FOHLBASE-011-0022-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","22","22","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L22","9b9c649ecdbe80d8d26cf74a7391349e7fcd8a3b8bb8af6425f150ce1e85fd92","155","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 首批 9 范围:雷赛智能、步科股份、绿的谐波、柯力传感、奥比中光、兆威机电、拓普集团、三花智控、汇川技术。"
"FOHLSRC-FOHLBASE-011-0023-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","23","23","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L23","daecb9b9cb40b9e6befd7ce5c4a99bb20689a0df3f42f0583702740aaadd5dde","224","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 强字段统一降读:收入 / 订单、产能 / 产销、客户供货、ASP / 毛利 / 寿命、市场份额、主供 / 独供等,只能保留为待核验事实或缺口,不得由既有研究迁移稿直接升级。"
"FOHLSRC-FOHLBASE-011-0027-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","27","27","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L27","c7dbdf4972ce61c83210ffab224a1a666b1ae61c806cda73fdd7a238800adb0d","232","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 机器人相关定位 | 范围 / 产品层待审线索 | 仅保留为既有研究承接线索,正式结论前需回到公告、年报、官网或客户侧资料核验。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-011-0027-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","27","27","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L27","c7dbdf4972ce61c83210ffab224a1a666b1ae61c806cda73fdd7a238800adb0d","232","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人相关定位 | 范围 / 产品层待审线索 | 仅保留为既有研究承接线索,正式结论前需回到公告、年报、官网或客户侧资料核验。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-011-0028-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","28","28","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L28","7098b56319a52008b96fc885a044c191cd5c50d6259cd82224b76911ceaa8403","190","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产业链环节 | 范围 / 产品层待审线索 | 作为待审归类输入,不等同正式产业链覆盖或公司池确认。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-011-0029-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","29","29","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L29","2ebdb82657f9f9c7c26344d3a888aa0ffe57ea21000d3158242ca9ed12cd4f2a","206","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 核心判断 / P0 归因 | 范围 / 产品层待审线索 | 降读为分析员侧承接判断,需 reviewer 审核后才能进入正式输出。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-011-0029-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","29","29","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L29","2ebdb82657f9f9c7c26344d3a888aa0ffe57ea21000d3158242ca9ed12cd4f2a","206","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心判断 / P0 归因 | 范围 / 产品层待审线索 | 降读为分析员侧承接判断,需 reviewer 审核后才能进入正式输出。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-011-0030-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","30","30","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L30","6de59b41c4cb59ae12445788ea64b216f7489e90cce2925ec90b2a55e90dd2df","208","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 机器人产品 / 方案 | 范围 / 产品层待审线索 | 产品描述可保留为待审线索,参数、客户和商业化阶段不得外推。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-011-0030-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","30","30","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L30","6de59b41c4cb59ae12445788ea64b216f7489e90cce2925ec90b2a55e90dd2df","208","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人产品 / 方案 | 范围 / 产品层待审线索 | 产品描述可保留为待审线索,参数、客户和商业化阶段不得外推。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-011-0031-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","31","31","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L31","122a8e5da5f7ea9be46f3d03aaf8c1cdd5b1b3c5153db062c1098df945d2ce1c","221","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 机器人收入 / 订单 | 待核验 / 缺口保留 | 未完成本轮 primary source 逐项核验,收入、订单、占比和金额保持缺口或待核验。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-011-0031-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","31","31","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L31","122a8e5da5f7ea9be46f3d03aaf8c1cdd5b1b3c5153db062c1098df945d2ce1c","221","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人收入 / 订单 | 待核验 / 缺口保留 | 未完成本轮 primary source 逐项核验,收入、订单、占比和金额保持缺口或待核验。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-011-0032-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","32","32","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L32","8861d5b9eb67cbaae20b5f3d7491a39b9eecc295952c0bd2b812033269841238","208","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 出货 / 产能 / 产销 / 利用率 | 待核验 / 缺口保留 | 不得把既有研究中的产能、出货或产销表述升级为正式事实。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-011-0032-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","32","32","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L32","8861d5b9eb67cbaae20b5f3d7491a39b9eecc295952c0bd2b812033269841238","208","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 出货 / 产能 / 产销 / 利用率 | 待核验 / 缺口保留 | 不得把既有研究中的产能、出货或产销表述升级为正式事实。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-011-0033-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L33","05d83b877596e2a79dae38caa55c4f645806799e389e101d4b6101adf3eda3ec","226","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 客户供货 / 主供 / 独供 / 份额 | 待核验 / 缺口保留 | 客户、主供、独供、份额和供应体系关系均需客户侧或公司侧官方证据。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-011-0033-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L33","05d83b877596e2a79dae38caa55c4f645806799e389e101d4b6101adf3eda3ec","226","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户供货 / 主供 / 独供 / 份额 | 待核验 / 缺口保留 | 客户、主供、独供、份额和供应体系关系均需客户侧或公司侧官方证据。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-011-0034-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L34","9b0687ac1aca90e8c7c9de6faaee97ad8b61ee39f8168b89bf055c6d316b346a","211","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| ASP / 毛利 / 寿命 / 售后 | 待核验 / 缺口保留 | 无官方可复核证据前保留为缺口,不用于输出通过或估值弹性判断。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-011-0034-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L34","9b0687ac1aca90e8c7c9de6faaee97ad8b61ee39f8168b89bf055c6d316b346a","211","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP / 毛利 / 寿命 / 售后 | 待核验 / 缺口保留 | 无官方可复核证据前保留为缺口,不用于输出通过或估值弹性判断。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-011-0035-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L35","b396fa2a00b43a538dbab32ff5806764246769be422ae8a3e507000ca9c140f3","214","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 市场份额 / 增量弹性 | 待核验 / 缺口保留 | 仅作为待验证分析路径,不能写成确定份额、确定放量或正式投资结论。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-011-0035-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L35","b396fa2a00b43a538dbab32ff5806764246769be422ae8a3e507000ca9c140f3","214","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 市场份额 / 增量弹性 | 待核验 / 缺口保留 | 仅作为待验证分析路径,不能写成确定份额、确定放量或正式投资结论。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-011-0037-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","37","37","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L37","bc1738bccad1175fa3b1f9b1504be982d80c53c5368f9bc51f4f0840462bf73c","128","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/first_batch9_field_downgrade_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-011-0039-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L39","5ebba625f14ec07652e3b464d1f417cd68301aa47e56b0eecdd7934ee227148f","63","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-029)"
"FOHLSRC-FOHLBASE-011-0039-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L39","5ebba625f14ec07652e3b464d1f417cd68301aa47e56b0eecdd7934ee227148f","63","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-029)"
"FOHLSRC-FOHLBASE-011-0043-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","43","43","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L43","75ae711804d5fec2d703e55418688fffa4ca013e54bbac275ecf6088d99b92cd","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 公司结论 / 一句话结论 | 将 P0、核心看点、商业化判断降读为承接线索,不写成审核通过结论。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-011-0043-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","43","43","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L43","75ae711804d5fec2d703e55418688fffa4ca013e54bbac275ecf6088d99b92cd","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司结论 / 一句话结论 | 将 P0、核心看点、商业化判断降读为承接线索,不写成审核通过结论。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-011-0044-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","44","44","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L44","b3fba4991aa4812d81f841c4ee2fa179b313f156f4a2aa56eb16d9f1814520fa","178","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 机器人产品和产业链位置 | 保留产品层描述,但标注仍待 primary source 或 reviewer 复核。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-011-0045-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","45","45","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L45","00ffa9594ad81188cfcbf410fab63a6b9195ecff3e59da6db42dade3e83d5054","200","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 收入、订单、营收占比 | 收入、订单、占比、利润弹性全部保留待核验或缺口,不作为正式输出事实。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-011-0045-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","45","45","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L45","00ffa9594ad81188cfcbf410fab63a6b9195ecff3e59da6db42dade3e83d5054","200","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 收入、订单、营收占比 | 收入、订单、占比、利润弹性全部保留待核验或缺口,不作为正式输出事实。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-011-0046-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L46","4d0c46a499d0aca9aae109bb219c6be4b0fcc299b2c6e3609d0186fed0f48167","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 出货、产能、产销和利用率 | 出货、产能、良率、利用率和交付节奏不因既有研究迁移而升级。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-011-0046-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L46","4d0c46a499d0aca9aae109bb219c6be4b0fcc299b2c6e3609d0186fed0f48167","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 出货、产能、产销和利用率 | 出货、产能、良率、利用率和交付节奏不因既有研究迁移而升级。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-011-0047-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","47","47","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L47","14098c82cd1086bb2307eb090170642db900e2b0c1c9d8ffdbf6957e3bc6f7cd","194","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 客户、供货、主供和份额 | 客户关系、主供、独供、进入供应体系和份额均需官方或客户侧补证。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-011-0047-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","47","47","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L47","14098c82cd1086bb2307eb090170642db900e2b0c1c9d8ffdbf6957e3bc6f7cd","194","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户、供货、主供和份额 | 客户关系、主供、独供、进入供应体系和份额均需官方或客户侧补证。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-011-0048-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L48","99096aa70d8c49b886242e87fc1606d204330c56eb918ff9309f9d1c08e71a3d","176","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| ASP、毛利、寿命和售后 | ASP、毛利率、寿命、售后和返修口径均保持缺口或待核验。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-011-0048-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L48","99096aa70d8c49b886242e87fc1606d204330c56eb918ff9309f9d1c08e71a3d","176","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP、毛利、寿命和售后 | ASP、毛利率、寿命、售后和返修口径均保持缺口或待核验。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-011-0049-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L49","528d5c586c9eed308c4de1e93e9ed2bc7da5d478a6e74493ec1b06bd3311fc67","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-011-0049-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L49","528d5c586c9eed308c4de1e93e9ed2bc7da5d478a6e74493ec1b06bd3311fc67","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-011-0051-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","51","51","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L51","537d0cea809563addda51938b11861205d71411ec3308a3edf1a380560022d47","141","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/first_batch9_body_strong_field_annotation_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-011-0056-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","56","56","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L56","2be23f8df0b6e23408ce0aeb8f7252475eb4c11b4eecbafe3cebc939bf9cada2","15","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","版本:v0.2"
"FOHLSRC-FOHLBASE-011-0057-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","57","57","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L57","60a5d654e7ad3df40f107d33da1d7fb847cbc3841deee2d65a5ac71da3a83fce","21","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","日期:2026-05-29"
"FOHLSRC-FOHLBASE-011-0059-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","59","59","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L59","e93507e45bfc136bfc5443ac15ff998d1d5f015d1fbc1ebf07c34c644df76013","435","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","资料口径:主要使用绿的谐波 2025 年年度报告、2026 年一季报、2025 年业绩快报、2025 年半年报、官网产品页、产品手册及本地研报摘录。公告和交易所镜像作为 A 级证据;官网/产品资料作为 B 级证据;券商研报和媒体转述作为 C/D 级证据。客户名称、供货量、ASP、寿命和产能利用率若无公司公告或客户侧证据,不做确定性表述。"
"FOHLSRC-FOHLBASE-011-0061-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","61","61","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L61","78ebfbbd01bee58882d80dd7b32ccaa35a43b093d04c1559b5e6d9c6bdb43498","306","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-绿的谐波-01-CONCLUSION):P0、核心看点、商业化阶段和一句话结论均需降读为待审判断。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-011-0063-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","63","63","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L63","00c3ed02422ee43512a72d9daa9369705c70551c0e064a4450465ea3659a569e","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 1. 公司结论"
"FOHLSRC-FOHLBASE-011-0067-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","67","67","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L67","39a4eba063d778c9d0f294f2a3c2e895902f3d85294d0dfe85d845006e5d84ce","349","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 一句话结论 | 绿的谐波是机器人产业链中谐波减速器国产替代主线最清晰的公司之一,2025 年收入、产销量和毛利率披露相对完整;在人形/具身智能方向,核心看谐波减速器、旋转执行器、线性执行器和行星滚柱丝杠能否从“头部客户导入”走向稳定批量供货。 |"
"FOHLSRC-FOHLBASE-011-0068-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","68","68","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L68","a6c38c664d81a4d98b8fab25c1375236ad09f25000aae25e477b9537853cf5e0","367","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 当前阶段 | 谐波减速器已规模化量产,机电一体化产品处于快速放量阶段;公司年报称其高扭矩密度谐波减速器和一体化关节模组已在国内具身智能机器人产业链占据领先地位,并成为多家头部具身智能机器人企业核心供应商,但客户名称、供货量、具体型号和价格未披露。 |"
"FOHLSRC-FOHLBASE-011-0069-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","69","69","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L69","06e8376cd9ef02ba39b8ea9052885c1cff638621ee8145881f06361721b690c5","421","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心看点 | 2025 年公司收入 5.71 亿元、归母净利润 1.24 亿元;工业及具身智能机器人零部件收入 4.23 亿元、毛利率 34.88%;谐波减速器及金属件收入 4.76 亿元、毛利率 36.77%;机电一体化产品收入 0.74 亿元、毛利率 40.89%。2025 年谐波减速器产量 43.37 万台、销量 42.52 万台;机电一体化产品产量 1.54 万套、销量 1.22 万套。 |"
"FOHLSRC-FOHLBASE-011-0070-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","70","70","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L70","9c54c4eb72351e347248899f9a987b73bf85160d92da61eda70d7508605dce80","308","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产业链话语权 | 在国内谐波减速器环节具备较强话语权,业务纯度和产销数据优于多数同类标的;在全球市场仍需要面对 Harmonic Drive 等国际龙头,在人形机器人供应链中尚需通过客户名单、定点状态、供货量和ASP验证真实话语权。 |"
"FOHLSRC-FOHLBASE-011-0071-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","71","71","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L71","981e5cb1cf7c9814bb5698875e98997c219052527d68be3650e8696eaaa344d8","274","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心风险 | 人形客户未具名、订单金额未披露;批量 ASP 和寿命缺官方口径;研报提到的国际头部客户、产能利用率和新增产能需要公告或项目资料复核;谐波减速器存在价格下行和本体厂自研/多供风险。 |"
"FOHLSRC-FOHLBASE-011-0073-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","73","73","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L73","05938d44ad30dbc19146a9282de4dcfcf4090e4d63880ed3a12456f482163556","38","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 二次复核定位(2026-06-03)"
"FOHLSRC-FOHLBASE-011-0077-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","77","77","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L77","0a8301667e0ceee4eba7031742d6f63ce76be0e0c38e30829bb3676fee18417a","55","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| P0 类型 | 已有较强机器人业务硬数据。 |"
"FOHLSRC-FOHLBASE-011-0078-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","78","78","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L78","5f6ea07bbf90091795f2b382d03bab2241e50b3303dc6d6d002007e9a3d4362d","146","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 确定性 | 谐波减速器收入、产销量、毛利率和机电一体化收入披露较完整,是 P0 中硬字段质量最高的一类。 |"
"FOHLSRC-FOHLBASE-011-0079-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","79","79","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L79","5f54e69f18a6584cb5679eef15427773047adf1b80a83a81ea342297718f2db8","137","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 弹性来源 | 人形/具身智能客户放量、机电一体化关节、行星滚柱丝杠、智能谐波和海外本地化合作。 |"
"FOHLSRC-FOHLBASE-011-0080-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","80","80","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L80","d94c0ad4a09630b0098c223962ba168636fc6cb22d97be84c45a5b067e71895d","172","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 话语权判断 | 国内谐波主线话语权较强;在人形机器人 BOM 中是否主供/核心供应商,需要客户名称、份额、供货量和价格验证。 |"
"FOHLSRC-FOHLBASE-011-0081-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","81","81","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L81","a91fdd8e44b53b771d65be4ae8a8b18b56459fcc4d649e98f670d5572e676e7f","159","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 不能外推 | 不能把“多家头部具身智能企业核心供应商”直接写成独供或主供;不能把收入/销量粗算值写成标准 ASP。 |"
"FOHLSRC-FOHLBASE-011-0082-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","82","82","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L82","479d18be6b55ca86fdc9855e1b3dbbf3372ad57dd3d8dd22af8ead070ab05f10","152","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 下一步最该补 | 人形客户、型号 ASP、寿命测试、机电一体化供货量、新增产能利用率和海外客户批量交付证据。 |"
"FOHLSRC-FOHLBASE-011-0084-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","84","84","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L84","ad3f2087b702e9b0b2434495c63a1e30aaaf159ead77e1918e65c14ce3cd2383","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 2. 基本信息"
"FOHLSRC-FOHLBASE-011-0089-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","89","89","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L89","7d9ca9fe03dd81cdfabf655aac7629e5e782e83f27354cf7eaa78953deadb35d","28","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 证券代码 | 688017.SH |"
"FOHLSRC-FOHLBASE-011-0092-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","92","92","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L92","352a1a4459fab9ea3cb61b70585e9ca87c7b824fcf1e1b9b07ed5b0e996f3b48","72","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 注册/办公地址 | 苏州市吴中区木渎镇尧峰西路 68 号 |"
"FOHLSRC-FOHLBASE-011-0095-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","95","95","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L95","cd5af9e9667bb766c2999ee8967965178c6cd9f0d786e430c5908b435804446b","166","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人相关定位 | 谐波减速器、旋转执行器、直线执行器、行星滚柱丝杠、智能谐波减速器和机器人关节模组核心供应商。 |"
"FOHLSRC-FOHLBASE-011-0097-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","97","97","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L97","39e69dcef80f06300f88ce6dba1b987ed79f959794e5b06d3cbc1fe98d2f75aa","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 3. 所属产业链环节"
"FOHLSRC-FOHLBASE-011-0104-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","104","104","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L104","41d25d7df9520a2e1a1fc7fbc0b600a1758c0cfc35643c4da47e778633d0b916","253","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 相邻环节边界 | 公司不是机器人本体厂,也不是单纯轴承、钢材或电机公司;其核心边界在“精密传动件到机电一体化执行部件”,上游材料、轴承、电子元器件等仍属于采购或外协配套。 |"
"FOHLSRC-FOHLBASE-011-0105-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","105","105","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L105","643ae1662a211e0c190480f0fb63ab00891587bb366cbb5f99bb15519a671226","214","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 话语权判断 | 国内谐波减速器环节处于龙头位置,具备规模化生产和产品系列化优势;在人形机器人整机供应链中的地位仍需客户侧和订单侧证据进一步确认。 |"
"FOHLSRC-FOHLBASE-011-0107-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","107","107","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L107","8972a107b7eadea93d287891b285bd787892f6dd51a1b40c9eefa325fcbf0a52","325","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-绿的谐波-02-PRODUCT):产品和产业链位置仅保留范围 / 产品层待审线索,不能外推客户、收入或份额。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-011-0109-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","109","109","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L109","ba20cf70d76100f27080316b4f669b8002fc26c708f182ccb8b539f9b660aba8","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 4. 机器人相关产品"
"FOHLSRC-FOHLBASE-011-0113-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","113","113","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L113","b886747a82f996a4800a2a5e58bc161c6944a478a788a8ae9341f188be1f2d7d","217","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| N 系列谐波减速器 | 工业机器人、具身智能机器人旋转关节 | 提升扭转刚度、单向传动精度和寿命 | 年报列为重点产品系列 | A | 具体型号价格、机器人客户供货量 |"
"FOHLSRC-FOHLBASE-011-0114-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","114","114","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L114","2070c3ee0a5c20fb4c4b88190ae2abab766b406f67a8c06cb4ff7788346b46a4","211","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| Y 系列谐波减速器 | 高精度、高刚性关节 | 三次谐波路线,面向强承载、高刚性、低振动场景 | 年报披露产品路线 | A | 与二次谐波路线的量产成本和寿命差异 |"
"FOHLSRC-FOHLBASE-011-0115-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","115","115","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L115","8907461bc88752e7b77f63e7867db5bd127842985d0fc1d0555a3645bf53ac16","189","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| E 系列谐波减速器 | 半导体、医用机器人、装配机器人 | 振动改善,密封防渗漏能力提升 | 年报称防渗漏提升 3-5 倍 | A | 实际机器人场景出货 |"
"FOHLSRC-FOHLBASE-011-0117-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","117","117","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L117","4b658aa68c3d18a13001f07d01b288e0f95a914bf3e6ffa647271a84691babf3","239","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 轻量型、超小型谐波减速器 | 协作机器人、智能机器人、医疗、半导体、手指关节 | 外径可做到小型化,年报称超小型产品外径最小 13mm | 年报披露 | A | 灵巧手/手指关节实际客户 |"
"FOHLSRC-FOHLBASE-011-0118-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","118","118","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L118","5f4cf61364e7c340e1758a3c3a299811eb6e90987c467609a89c53d970b49d59","252","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 智能谐波减速器 | 具身智能机器人关节 | MEMS 薄膜应变与温度传感器原位集成,实现力矩、温度、振动状态感知 | 2025 年报研发项目处于小试阶段 | A | 是否形成批量产品、传感器良率和成本 |"
"FOHLSRC-FOHLBASE-011-0119-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","119","119","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L119","9354fb69087bc83d63be491dd970e58fd8894eeb480359ab94503c96612ef9d1","346","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| KGU / KAH / KAT / KAS 旋转执行器 | 机器人旋转关节 | 谐波减速器、无框力矩电机、高精绝对值编码器和传感器集成 | 年报披露 KAH 定位精度最高 10 角秒以内、输出转矩最高 800N·m;KAT 定位精度最高 2 角秒、输出转矩最高 1000N·m | A | 标准化型号、客户定点和批量 ASP |"
"FOHLSRC-FOHLBASE-011-0120-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","120","120","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L120","db7a6e229066ff63f05e5784e8f2019abd4c9018885ce8fc2e6bc734fc0b05b7","203","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| KMF 无框力矩电机、KDE 总线型伺服驱动 | 执行器模组配套 | 电机和驱动配套,增强模组集成能力 | 年报产品矩阵披露 | A | 独立销售收入和外购/自制边界 |"
"FOHLSRC-FOHLBASE-011-0121-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","121","121","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L121","8dd147a73f40433b987c409a7c1d44e56acf0654dfa8a2e15ccf253d1f66acfc","317","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 行星滚柱丝杠及线性执行器 | 人形机器人直线关节、机床、自动化 | 直线运动传动,高承载、高精度 | 年报披露行星滚柱丝杠研发及制造工艺项目处于小试阶段;线性执行器列入产品矩阵 | A | 是否已进入人形客户供应链、量产良率和寿命 |"
"FOHLSRC-FOHLBASE-011-0122-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","122","122","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L122","ba21fb6ceeb64a01ab99880858b50ebfb10adfd5f2c530ee2921e15851394d88","231","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 智能自动化装备 / 末端工具 | 打磨、抛光、去毛刺等机器人末端 | AGP、AES、ECM、ATB 等工具 | 2025 年收入 1488.91 万元,毛利率 11.52% | A | 与人形机器人相关性较弱,需避免混同 |"
"FOHLSRC-FOHLBASE-011-0124-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","124","124","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L124","560405a59ed2bdfc1cfc7bbe24d5583dd7dda35c752565a543e67480792678a2","319","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-绿的谐波-03-REVENUE):收入、订单、营收占比、利润和毛利等财务强字段继续保持待核验或缺口。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-011-0126-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","126","126","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L126","96ea00535aabee902697e8f166a5fad61aaed8409d591ed5d46fc508e4fe8688","36","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 5. 收入、利润与营收占比"
"FOHLSRC-FOHLBASE-011-0130-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","130","130","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L130","0fec1158468c24da406a50fefbaea543cc8fdaf032b2859341b056a848768a48","119","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司总收入 | 5.71 亿元,同比增长 47.31% | 2025 年 | A | 年报口径,营业收入 570,714,025.26 元 |"
"FOHLSRC-FOHLBASE-011-0131-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","131","131","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L131","bfabd60d444af87d419afe1274df670031d11768c7e7ee4196f15beddc0a2b89","86","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 归母净利润 | 1.24 亿元,同比增长 121.42% | 2025 年 | A | 年报口径 |"
"FOHLSRC-FOHLBASE-011-0132-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","132","132","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L132","9ee9d5468b1fc3cd615387769f0e9378d4d27e5e412acdea7acbcac6ec36ca3f","92","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 扣非归母净利润 | 0.99 亿元,同比增长 115.19% | 2025 年 | A | 年报口径 |"
"FOHLSRC-FOHLBASE-011-0133-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","133","133","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L133","86a6d9c192b71bfa5e334b633e384918ede1afa4391a4d11e877349b1c9b017b","92","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 经营现金流净额 | 1.52 亿元,同比增长 443.23% | 2025 年 | A | 年报口径 |"
"FOHLSRC-FOHLBASE-011-0134-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","134","134","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L134","7354bd060fa3b5305d91acb5e2aee52555642e1734a7a7643b8005113cc1ea0a","99","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 研发投入 | 0.54 亿元,占收入 9.45% | 2025 年 | A | 研发人员 184 人,占 16.93% |"
"FOHLSRC-FOHLBASE-011-0135-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","135","135","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L135","b5311e8cc21b4b3a4e27075c804ed51bf6b5d434d3b147d1bd9e8cbde4dd1dcb","192","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业及具身智能机器人零部件收入 | 4.23 亿元,毛利率 34.88%,同比增长 52.61% | 2025 年 | A | 占公司收入约 74.04%,是机器人相关性最强的行业口径 |"
"FOHLSRC-FOHLBASE-011-0136-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","136","136","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L136","1a3640317fd2b78909c71487eff067b412544630c72e8ee0265310084bb59bed","109","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机械装备及其零部件收入 | 1.03 亿元,毛利率 39.76% | 2025 年 | A | 非纯机器人口径 |"
"FOHLSRC-FOHLBASE-011-0137-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","137","137","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L137","48d2d0f43be41e6225aef087f257155b061b2f7488791e9fadec8a6a8207f689","103","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 数控机床零部件收入 | 0.33 亿元,毛利率 45.99% | 2025 年 | A | 非纯机器人口径 |"
"FOHLSRC-FOHLBASE-011-0138-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","138","138","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L138","86c2dcffb35f560906c41e47ad6c61db0133eac51a0f7490b11c8bfff18a6f72","103","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 医疗器械零部件收入 | 0.06 亿元,毛利率 54.54% | 2025 年 | A | 非纯机器人口径 |"
"FOHLSRC-FOHLBASE-011-0139-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","139","139","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L139","186dbc8db34e605e677bcc2db45ea9a6799e2d25c41febf8f2066d729c67d1d7","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 谐波减速器及金属件收入 | 4.76 亿元,毛利率 36.77%,同比增长 46.42% | 2025 年 | A | 公司最核心产品口径;含金属件,不等同于纯谐波减速器收入 |"
"FOHLSRC-FOHLBASE-011-0140-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","140","140","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L140","c46e1ab9bd85ef31b91ca8df2b7819d382a4fe9c1387a6b713863b95c16526a0","158","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机电一体化产品收入 | 0.74 亿元,毛利率 40.89%,同比增长 41.28% | 2025 年 | A | 人形机器人执行器弹性重点观察口径之一 |"
"FOHLSRC-FOHLBASE-011-0141-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","141","141","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L141","db48bcec154d69f2df3a83e87b102d37d93964d187ab134c26e6598ba2eb8d84","159","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 智能自动化装备收入 | 0.15 亿元,毛利率 11.52%,同比增长 221.35% | 2025 年 | A | 收入小、毛利率低,不能作为核心估值锚 |"
"FOHLSRC-FOHLBASE-011-0142-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","142","142","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L142","145e87d429f1996fc7ade90ee0dd8acc109c7ed52a0115437e774ed0c3540fa5","121","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 内销收入 | 5.07 亿元,毛利率 36.81% | 2025 年 | A | 公司整体内销口径,不等同于机器人内销 |"
"FOHLSRC-FOHLBASE-011-0143-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","143","143","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L143","d3b59381589f29759053901ddf267f6d4a294d3ae391b706dd31bb5cee31235a","121","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 出口收入 | 0.58 亿元,毛利率 35.21% | 2025 年 | A | 公司整体出口口径,不等同于机器人出口 |"
"FOHLSRC-FOHLBASE-011-0144-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","144","144","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L144","69f50aa332580efbe75d80b5432b2a74122e4f734e58cf23cf32d1a9f6baff25","82","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 直销收入 | 5.21 亿元,毛利率 35.76% | 2025 年 | A | 直销占主导 |"
"FOHLSRC-FOHLBASE-011-0145-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","145","145","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L145","a0c44d8c4932b88b4d511ae28e74006879fa812140123de090a668718d75ed9c","85","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 经销收入 | 0.44 亿元,毛利率 47.08% | 2025 年 | A | 经销规模较小 |"
"FOHLSRC-FOHLBASE-011-0146-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","146","146","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L146","e8efe05f3ef7e5d4b9ea19b06db6757bb751a73f306bf0908a71cd95758b7369","87","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2026Q1 总收入 | 1.40 亿元,同比增长 42.96% | 2026Q1 | A | 一季报口径 |"
"FOHLSRC-FOHLBASE-011-0147-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","147","147","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L147","7febbe0f79138fc430bead84713ea320a5857f1c60e21ef0d7901039f87a2365","93","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2026Q1 归母净利润 | 0.33 亿元,同比增长 61.17% | 2026Q1 | A | 一季报口径 |"
"FOHLSRC-FOHLBASE-011-0149-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","149","149","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L149","cd28a12e5c3f647b791a2f5e492c2a7683f23da663dfd81eb8f9c1a94c96cac9","320","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-绿的谐波-04-CAPACITY):出货、产能、产销、利用率、良率和交付节奏不得由既有研究迁移稿升级。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-011-0151-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","151","151","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L151","a7f367930f0a44d7fef3b3e9eaf9706f155f20432cb123eb4e979d8c8aa02fc1","48","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 6. 产量、销量、产能与产能利用率"
"FOHLSRC-FOHLBASE-011-0155-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","155","155","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L155","e14ab0c5cae6f50be18094c6e8ba40ab2693d268a614274ebfbf2a6bb61e9386","124","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产量 | 433,655 台,同比增长 72.27% | 谐波减速器 | 2025 年 | A | 具体型号结构、机器人用量占比 |"
"FOHLSRC-FOHLBASE-011-0156-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","156","156","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L156","445e1c376d1d2b0328280271d50b80e29d3041050267c05cc24762c8bc8ce504","109","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 销量 | 425,158 台,同比增长 72.48% | 谐波减速器 | 2025 年 | A | 具身智能客户供货量 |"
"FOHLSRC-FOHLBASE-011-0157-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","157","157","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L157","6d54ec36213e6b39e37eaaca41933ead93989a925bafe751fde0e900f41ea340","113","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 库存 | 18,238 台,同比下降 6.34% | 谐波减速器 | 2025 年 | A | 备货结构和安全库存口径 |"
"FOHLSRC-FOHLBASE-011-0158-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","158","158","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L158","28a8401a0391b7bb0463a20b74196efc1346b1a4d05f943490b5930e02e0eb68","135","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产量 | 15,406 套,同比增长 65.50% | 机电一体化产品 | 2025 年 | A | 旋转执行器、线性执行器等细分结构 |"
"FOHLSRC-FOHLBASE-011-0159-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","159","159","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L159","07ceebfa8252f9c070b34f9c9bbff0d94429f73e7665c9535935edc374c7fa1a","114","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 销量 | 12,178 套,同比增长 72.10% | 机电一体化产品 | 2025 年 | A | 人形机器人客户销量 |"
"FOHLSRC-FOHLBASE-011-0160-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","160","160","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L160","baf65218577d786bc222d3ee3e8d272ec5525b29552a34189e1dcb6a6cde7afc","119","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 库存 | 4,135 套,同比下降 16.14% | 机电一体化产品 | 2025 年 | A | 标准品和定制品库存结构 |"
"FOHLSRC-FOHLBASE-011-0161-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","161","161","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L161","ad226bd0536f4d8cfa646c3e033fdd89394323d882951c83b14c9366a3ce6a90","218","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 新一代精密传动装置智能制造项目 | 年报在建工程披露预算 20.30 亿元,期末仍处于建设投入阶段 | 精密传动装置 | 2025 年 | A | 对应产品、达产节奏和实际产能释放 |"
"FOHLSRC-FOHLBASE-011-0162-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","162","162","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L162","55744172f134b4917577a8d5d37edb13779346b3a4f10bcc982be55bd2259a61","242","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 新增产能线索 | 研报称项目建成后新增谐波减速器 100 万台、机电一体化产品 20 万台年产能 | 谐波减速器、机电一体化产品 | 预计 2026 年末可用,研报口径 | C | 需要回公告原文复核 |"
"FOHLSRC-FOHLBASE-011-0163-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","163","163","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L163","e21322a97885bfdd7f7f0012b0064451c874e4f167abca6cd200b6f290edf906","168","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 现有产能线索 | 研报称 2024 年公司完成年产 50 万台精密减速器扩产项目 | 谐波减速器 | 2024 年 | C | 需要回募投/项目公告核验 |"
"FOHLSRC-FOHLBASE-011-0164-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","164","164","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L164","adeeb9607cfa1bee5506dfacc003d5cf1cafa0f40f7b5916ab392ad222bf225e","169","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产能利用率 | 未披露 | 谐波减速器、机电一体化产品 | 2025 年 | A | 不能用产销增长直接推导;研报“高位”表述暂列 C 级线索 |"
"FOHLSRC-FOHLBASE-011-0166-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","166","166","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L166","e8b1d6b8b22d39a407e59458bf3fd4169f3802a25cb513728725d568ff766941","317","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-绿的谐波-05-CUSTOMER):客户、供货、主供、独供、份额和供应体系关系需要官方或客户侧补证。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-011-0168-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","168","168","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L168","3a8b29c24f343e7211009f89e271e51f456be25e2669a9275cad63458df3a619","39","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 7. 客户、供应链与供货状态"
"FOHLSRC-FOHLBASE-011-0170-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","170","170","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L170","aaba97d9b00c750ab88c75552a1c25169667bd523d7092a2365e553232ac9155","112","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户 / 类型 | 对应产品 | 供货状态 | 供货量 / 金额 | 国内 / 海外 | 证据等级 | 备注 |"
"FOHLSRC-FOHLBASE-011-0172-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","172","172","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L172","2eaa652b60ec80979e43f9efbd07214e48d59d0a0ce4ff5c3234732fafb45492","230","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 多家头部具身智能机器人企业 | 高扭矩密度谐波减速器、一体化关节模组 | 年报称已成为核心供应商 | 未披露 | 国内为主,未拆分 | A | 客户未具名,不能外推为主供或独供 |"
"FOHLSRC-FOHLBASE-011-0173-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","173","173","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L173","91c21267df5bd2b2d0e3180ce4fcfb26f0da0f4510d926d3b8fcd843125e0704","173","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业机器人客户 | 谐波减速器、机电一体化产品 | 批量供货 | 未披露 | 国内 / 海外 | A | 年报称工业机器人行业回暖带动销售增长 |"
"FOHLSRC-FOHLBASE-011-0174-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","174","174","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L174","792cf64471145960e9ca68a5d1c7ecc6cbe0df28967b907d74499de3e899e990","261","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 国际主流市场 / 海外机器人客户 | 谐波减速器等 | 年报称进入国际主流市场;研报称国际头部机器人客户处批量交付 | 未披露 | 海外 | A / C | “国际头部客户批量交付”为研报口径,需客户侧验证 |"
"FOHLSRC-FOHLBASE-011-0175-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","175","175","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L175","1a89a7b848a2165e4a64d357ed30410872cdc686d82b41427782153009924150","197","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 前五大客户 | 公司整体产品 | 销售集中度中等 | 前五名客户销售额 19,435.35 万元,占 34.05% | 未披露 | A | 客户一至五未具名,单一客户占比 5.57%-7.51% |"
"FOHLSRC-FOHLBASE-011-0176-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","176","176","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L176","bb85ee23dc0f906e61dca4dc3e3c5cb5c418fbff05f40949a1c6ba2f79f86e9c","184","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 前五大供应商 | 原材料、零部件、外协加工等 | 采购集中度较低 | 前五名供应商采购额 7,165.26 万元,占 17.78% | 未披露 | A | 供应商未具名 |"
"FOHLSRC-FOHLBASE-011-0179-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","179","179","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L179","da5639eb96d87b2d88025352a0041ec896cb636c9fbfa89b47b7906450b86d4b","41","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 本体商阵营回填(2026-06-21)"
"FOHLSRC-FOHLBASE-011-0181-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","181","181","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L181","bc057deebd6bff9f23c8bf3446679d9d0d1bdd9395d7c5579fbdfdf6e86d541b","116","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 更靠近的本体商阵营:工业 / 协作机器人成熟阵营,人形本体商增量仍待客户侧验证。"
"FOHLSRC-FOHLBASE-011-0183-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","183","183","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L183","96acec9b78107063e8e6b723c6ae882ae34dbfacb39c35dbcfadb1948b624934","193","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 待验证边界:工业机器人客户和收入基础更清楚,人形机器人供应关系、单机用量、ASP、寿命和主供 / 二供位置仍需本体商 BOM 或客户公告验证。"
"FOHLSRC-FOHLBASE-011-0185-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","185","185","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L185","af90f650f8b760b54baa8861f580736ac1193367073f50d2889a2db16e21e488","300","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-绿的谐波-06-ASP):ASP、毛利、寿命、售后和返修口径均保留为缺口或待核验事实。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-011-0187-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","187","187","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L187","28165afe0771553374ae696b75f35d0b289a3aa1a7a934445b8d7bfa9242e09e","36","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 8. ASP、寿命、交付与售后"
"FOHLSRC-FOHLBASE-011-0191-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","191","191","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L191","c3669874bb7c493d0208861c6d0869f0251f3570f98e448b24a828f819086324","147","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 批量 ASP | 未披露 | 谐波减速器、机电一体化产品 | A | 公司未披露按型号、客户、机器人场景拆分的成交单价 |"
"FOHLSRC-FOHLBASE-011-0192-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","192","192","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L192","59ac0349416bb5f8429989e4038cf87124d459898190b266f6bcec4ac6359905","200","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 谐波减速器粗略收入/销量 | 约 1121 元/台 | 谐波减速器及金属件收入 / 谐波减速器销量 | E | 仅为数量级线索,因收入口径含金属件,不能当作批量 ASP |"
"FOHLSRC-FOHLBASE-011-0193-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","193","193","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L193","11c40ac1376fb0509b2d80ce5758b202713ac3be5a802ab1986ea0722bed77b1","188","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机电一体化产品粗略收入/销量 | 约 6101 元/套 | 机电一体化产品收入 / 机电一体化产品销量 | E | 产品结构差异较大,不能当作标准执行器 ASP |"
"FOHLSRC-FOHLBASE-011-0194-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","194","194","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L194","f5556be32ec1c2d52b049c526c80af3ed13297894b8b27fb84c4b72b529dfd53","211","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 价格对标线索 | 有研报/媒体转述称国际品牌同型号约 3000-4000 元,绿的约 1320 元 | 谐波减速器 | C / D | 需要回到报价、合同或渠道价格核验,暂不作为正式 ASP |"
"FOHLSRC-FOHLBASE-011-0196-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","196","196","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L196","431dedd0f4fd25a82ccd4ee0d983f3fb76bf491edd9697f4eb0be032598edef7","171","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 寿命线索 | 研报/转述材料出现“约 1 万小时/2 万小时”等口径 | 谐波减速器 | C | 需要产品手册、测试报告或客户验收资料复核 |"
"FOHLSRC-FOHLBASE-011-0197-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","197","197","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L197","2ef5876e9b339b8816d3e0a9d8f0cab4b189f70fb8c5a0bebf8c6313eec5c393","180","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 交付模式 | 以销定产加安全库存,自主生产为主,部分粗加工/材料处理外协 | 公司整体生产 | A | 未披露标准品和定制品具体交付周期 |"
"FOHLSRC-FOHLBASE-011-0198-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","198","198","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L198","f8b45ebf8bab88b762bd92a14e125ff0d7f8106048348c9b419082abc032570b","175","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 销售模式 | 境内/境外销售,直销和经销并行;境外主要为 FOB | 公司整体销售 | A | 机器人客户通常更关注直销配套和定制开发能力 |"
"FOHLSRC-FOHLBASE-011-0200-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","200","200","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L200","3da28f4f3d7ccfc946a36b2bd90d87f25241941b251a0dbdc7d5cd759bb52d35","33","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 9. 成本结构与利润弹性"
"FOHLSRC-FOHLBASE-011-0205-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","205","205","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L205","d6d74d4cb7c685e25acb139e7fbcef13b4c7ea7b1f2b3558539c9ed2a81542ac","241","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业及具身智能机器人零部件成本结构 | 直接材料 11,429.54 万元,占 41.54%;直接人工 7,162.06 万元,占 26.03%;制造费用 6,426.34 万元,占 23.36%;委外加工费 2,495.59 万元,占 9.07%。 | A |"
"FOHLSRC-FOHLBASE-011-0206-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","206","206","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L206","cce23a4d42f23c4a9ed8308ce42f273107de807156ae66f17f2032f37da29a29","232","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 谐波减速器及金属部件成本结构 | 直接材料 12,582.63 万元,占 41.76%;直接人工 7,644.39 万元,占 25.37%;制造费用 7,046.43 万元,占 23.39%;委外加工费 2,855.27 万元,占 9.48%。 | A |"
"FOHLSRC-FOHLBASE-011-0207-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","207","207","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L207","1a8170da1fa0ee5dc90bfa7c672546554fda3f0f80dd76314ed5c1b6b9f8682a","221","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机电一体化产品成本结构 | 直接材料 1,325.81 万元,占 30.19%;直接人工 1,307.14 万元,占 29.76%;制造费用 1,234.32 万元,占 28.11%;委外加工费 524.47 万元,占 11.94%。 | A |"
"FOHLSRC-FOHLBASE-011-0208-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","208","208","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L208","351c5969951002f4f752a91f6f37f44dd2d2c5c0766e76727332aa8212bf211a","226","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 利润弹性来源 | 产销放量摊薄制造费用和研发投入;机电一体化产品毛利率高于谐波减速器及金属件;若人形/具身智能产品标准化程度提升,规模效应可能增强。 | A / E |"
"FOHLSRC-FOHLBASE-011-0209-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","209","209","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L209","76a23b7b5ab0c11db0d4c18e658284bf65dc3409aed6de1f4bd3bd0cbfb33bba","202","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 主要压力 | 谐波减速器降价、客户多供、国际品牌竞争、上游轴承/电子元器件成本波动、机电一体化产品定制化导致人工和制造费用占比偏高。 | A / E |"
"FOHLSRC-FOHLBASE-011-0211-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","211","211","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L211","79f3448f2515c14f82afa5747df430cb67f148cb4d9b758f574bc4d27e06c945","25","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 10. 增量来自哪里"
"FOHLSRC-FOHLBASE-011-0213-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","213","213","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L213","deeaf6deb16f6b79cce3a3c89f63c0beddac9dc6ae55b177fedc3ae7dbf5dde3","100","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 增量来源 | 对应产品 | 对应客户 / 场景 | 兑现节奏 | 关键前提 | 证据等级 |"
"FOHLSRC-FOHLBASE-011-0215-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","215","215","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L215","1bb103fe50c2c84c99a97108a932a4db4be0fd9c3ec1670a9feaf4b318916cfd","209","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业机器人行业回暖 | 谐波减速器、机电一体化产品 | 工业机器人本体厂、自动化设备客户 | 短期 | 工业机器人出货回升、公司份额提升、价格降幅可控 | A |"
"FOHLSRC-FOHLBASE-011-0216-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","216","216","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L216","5c920a3c41aedad75097107cfc7936656a21c024d9c48278964fb7804c1d8a29","237","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 具身智能机器人放量 | 高扭矩密度谐波减速器、一体化关节模组 | 人形机器人、四足/轮式具身智能平台 | 中期 | 头部客户进入稳定量产,确认定点/主供关系、供货量和 ASP | A / E |"
"FOHLSRC-FOHLBASE-011-0217-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","217","217","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L217","7623629ecaaefc4317a02989576aff9a1c91f6b2eacfe8c6a35f5bd27344212a","238","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机电一体化关节升级 | KGU/KAH/KAT/KAS 旋转执行器,KMF 电机,KDE 驱动 | 旋转关节、移动机器人和协作机器人 | 中期 | 模组标准化、客户接受自研/外购分工、良率和可靠性达标 | A / E |"
"FOHLSRC-FOHLBASE-011-0218-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","218","218","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L218","132748bbcbd03285404b72537ce2bf09da95023b834b9a4a8be626012c1c88b5","229","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 直线执行器和行星滚柱丝杠 | 行星滚柱丝杠、线性执行器 | 人形机器人直线关节、机床、低空经济 | 中期 | 从小试/中试走向量产,解决寿命、良率、成本和客户认证 | A / E |"
"FOHLSRC-FOHLBASE-011-0220-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","220","220","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L220","766b59f9ea29d60b14c6e1089f3b84eadea88a9fa898de930b4a506bc1ff1cae","192","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 海外市场拓展 | 谐波减速器、执行器、精密传动产品 | 海外机器人和高端装备客户 | 中期 | 海外研发、本地化生产、服务网络和客户认证 | A / C |"
"FOHLSRC-FOHLBASE-011-0222-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","222","222","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L222","43054907802d078de3cfaf89e4654c8a57b3e13cf5a7671eac0b26d9e5774c7f","37","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 11. 团队、治理与组织能力"
"FOHLSRC-FOHLBASE-011-0228-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","228","228","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L228","2aa88d38707933b0e5a512f9ee4c4e16856c93ae8e104df6ec47fb189d4dce30","109","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 重要人物 | 未披露可单独归因的机器人客户开拓或技术路线核心人物。 | 待补。 |"
"FOHLSRC-FOHLBASE-011-0229-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","229","229","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L229","372b3610b01b6c62e7cedb262f7c6bbd39c5fc277bfb8353090e71dd6d6bf993","121","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 团队稳定性 | 未见核心团队频繁变动线索;研发人员 184 人,占 16.93%。 | 观察项偏正面。 |"
"FOHLSRC-FOHLBASE-011-0230-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","230","230","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L230","c1dda243da75995f56684b988851b01a6292c3519738b9cae1c414c4c667855f","250","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 分拆上市 / 母公司关系 | 上市公司主体直接承载谐波减速器和机电一体化业务;拟与三花在墨西哥设合资企业,绿的控股并纳入合并报表。 | 海外合资是潜在加分项,需验证落地和订单。 |"
"FOHLSRC-FOHLBASE-011-0231-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","231","231","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L231","04822f113d841b528be7cdf0986876572d14c81235d2d3fcedd150144460a93b","123","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 研发投入 | 2025 年研发投入 0.54 亿元,占收入 9.45%。 | 研发强度较高,符合精密传动纯度。 |"
"FOHLSRC-FOHLBASE-011-0232-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","232","232","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L232","4bc8a06acdb9bca92dad4e0d862f0df1561f9651bb5873ab283202d3a76a88b7","209","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 组织能力 | 2025 年谐波减速器产量 43.37 万台、销量 42.52 万台;机电一体化产品产量 1.54 万套、销量 1.22 万套。 | 产销数据清晰,是制造组织能力的强证据。 |"
"FOHLSRC-FOHLBASE-011-0233-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","233","233","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L233","23a1d9fe179c1417c0dec7287d18a20fd56743c4da22c694a2647268f70c430d","238","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 经营与披露风格 | 务实偏积极:产销、收入、毛利披露较完整;“多家头部具身智能企业核心供应商”客户未具名,需客户侧验证。 | 整体不飘,但客户话语权表述需补硬证据。 |"
"FOHLSRC-FOHLBASE-011-0234-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","234","234","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L234","356c743a1a661bd9eedde2e8ebca4e10be1abb4020ffbc7dda90eccd73005594","214","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 历史兑现能力 | 谐波减速器量产和收入兑现强,机电一体化收入增长较快;行星滚柱丝杠和智能谐波仍在小试 / 早期阶段。 | 成熟主业兑现强,新路线待验证。 |"
"FOHLSRC-FOHLBASE-011-0235-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","235","235","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L235","4d55794dafe518a8027f7a13f993a7777f1738dfe8cd18f2e02bb535bc59a7cb","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心判断 | 团队和组织能力是加分项;公司最大优势是精密传动聚焦和产销透明,最大缺口是人形客户、ASP、寿命和新增产能利用率。 | 加分项。 |"
"FOHLSRC-FOHLBASE-011-0237-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","237","237","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L237","ef3aa13da497d47cab2889a7bb58cee5a868892fa237501fab2c8c68f382f11d","34","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 12. 证据等级与资料来源"
"FOHLSRC-FOHLBASE-011-0241-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","241","241","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L241","5c379f9511d769cf0e14ebed56103b4b1a1e1b309ef125ddcd383bf401c4d41c","209","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-011 | 绿的谐波 2025 年年度报告 | 年报 | A | 公司基本信息、收入利润、产品矩阵、行业地位、成本结构、产销量、客户供应商、在建工程 | 本档案核心来源 |"
"FOHLSRC-FOHLBASE-011-0242-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","242","242","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L242","4e2e1ab2b63a24fcc78bc1f7504a5ce833733b9673b210528b3e0a1d21583a35","160","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-046 / CC-047 | 绿的谐波 2026 年一季报及 PDF | 一季报 | A | 2026Q1 收入、利润、研发投入、增长原因 | 与年报趋势交叉验证 |"
"FOHLSRC-FOHLBASE-011-0243-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","243","243","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L243","b9e91cd84ecd7bf9aff721522924ee2352c12e654dbc4864156222ec538065d7","122","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-012 | 绿的谐波 2025 年半年报 | 半年报 | A | 半年度经营、产品和项目进展 | 用于补充趋势 |"
"FOHLSRC-FOHLBASE-011-0244-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","244","244","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L244","02eda934bfd61c1ce1793d4e8e926c56e3c09548b3e3ffbc2b60429338c8267c","112","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-013 | 绿的谐波 2025 年业绩快报 | 业绩快报 | A | 2025 年业绩预览 | 与年报交叉验证 |"
"FOHLSRC-FOHLBASE-011-0245-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","245","245","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L245","7d17c11d84beaa1b1671c4694a1a0c120328b1fd99f25c11ee12b078cf60b4aa","128","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-048 | 绿的谐波业绩说明会公告 | 公告 | A | 业绩说明会时间和形式 | 当前未提供实质问答字段 |"
"FOHLSRC-FOHLBASE-011-0246-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","246","246","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L246","4f8a31cada9842e6c001931d941451a3114b149abe27e526c25aab518913ded4","167","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-049 | 绿的谐波官网产品页 | 官网产品 | B | 谐波减速器、旋转执行器、无框力矩电机、转台等产品目录 | 用于产品矩阵核验 |"
"FOHLSRC-FOHLBASE-011-0247-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","247","247","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L247","a089e996478bcdcf4eb83b7dfa1a254643f912c197ed7bcd18f7d3c5587de5f2","123","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-050 | 绿的谐波产品手册 | 产品手册 | B | LHS 等产品图纸和型号线索 | 当前文本化参数有限 |"
"FOHLSRC-FOHLBASE-011-0248-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","248","248","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L248","b44623327cfdb42ff07fdcc9278453a159fa84646a0babc89b58b90487bd821b","203","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 本地研报 | 绿的谐波公司点评、机器人产业链研报 | 券商研报 | C | 国际客户、市场份额、产能、价格和寿命线索 | 需公告、产品手册或客户侧资料复核 |"
"FOHLSRC-FOHLBASE-011-0251-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","251","251","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L251","9fd741b3e3f79511fd5b244e424bb7d89277069cc488190eab72bc63a86093bd","310","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-绿的谐波-07-RISK):风险、估值弹性和投资相关表述不得替代证据结论,不构成投资建议。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-011-0253-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","253","253","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L253","7a56d9f16ee1ff588205ba426c54ea732aec0ea1eea8b4a81742a59636e92981","22","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 13. 待验证问题"
"FOHLSRC-FOHLBASE-011-0257-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","257","257","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L257","e840c2f861ddbef5f97338eaa620972690848dfcb050c5128e06a344169ebcaa","228","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高 | 具身智能/人形机器人客户是谁,是否为定点、主供或批量供货? | 客户侧供应链资料、采购公告、访谈纪要、公司 IR 原文 | 分析员跟踪,数据处理同学补客户侧资料 |"
"FOHLSRC-FOHLBASE-011-0258-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","258","258","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L258","bc48b60583e1a024c80f0452b956bb5be0c0f4823add29641304713920f5e8af","208","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高 | 谐波减速器和机电一体化执行器真实批量 ASP 是多少? | 报价、采购合同、中标公告、客户 BOM、渠道报价 | 数据处理同学补价格字段,分析员分层判断 |"
"FOHLSRC-FOHLBASE-011-0259-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","259","259","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L259","bde1acc36e20909e37bafce946a714d756fd5db5d2068c7394b91e93f7b0cce7","237","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高 | 新增产能项目的具体产品、达产时间、达产产能和利用率如何? | 募投/项目公告、在建工程明细、投产新闻、环评/验收资料 | 分析员回公告,数据处理同学本地化项目资料 |"
"FOHLSRC-FOHLBASE-011-0260-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","260","260","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L260","79470f60d8fdbd4d6e2064a6143cbcd04d8a65bdbf5c42cbffcb53ad1e789f55","178","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高 | 产品寿命和更换周期是否有明确测试条件? | 产品手册、可靠性测试报告、客户验收资料、售后条款 | 数据处理同学补产品资料 |"
"FOHLSRC-FOHLBASE-011-0261-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","261","261","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L261","c3f71674b31934f4a77e0bb6feecbbfafadb975b78d32eccbe57e26605a7ebe3","181","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中 | 行星滚柱丝杠和线性执行器是否已进入机器人客户供应链? | 年报后续披露、客户侧信息、产品样本和订单线索 | 分析员持续跟踪 |"
"FOHLSRC-FOHLBASE-011-0262-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","262","262","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L262","c864ca2aa221ad01d278df337d46156cab70252af75f8950d60cf4a8aa9caedd","208","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中 | 国际头部机器人客户批量交付的客户名称、供货量和产品型号是什么? | 海外客户公告、访谈、供应商名单、出口数据 | 数据处理同学补海外公开资料 |"
"FOHLSRC-FOHLBASE-011-0263-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","263","263","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L263","0efe4a3778cecd1c84c4499134bfc7fc7d5b555f13b9460f369e562f839269ee","167","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中 | 机电一体化产品毛利率是否能随规模提升? | 半年报/年报分产品成本、产销量、产品结构和价格 | 分析员跟踪后续报表 |"
"FOHLSRC-FOHLBASE-012-0004-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","4","4","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L4","921b94ff7ba01c586b8e700aa531b6a0e4f067670bacf580729b9351f42f9d99","35","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> case_id: ANA-ROBOT-INDUSTRY-001"
"FOHLSRC-FOHLBASE-012-0005-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-012-0005-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-012-0006-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","6","6","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L6","51ddefb06b154109ad40b8a957ea1dc8d5f6ce2e5ab03823e2d66f370c5111b7","43","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> batch_id: BATCH-ANA-ROBOT-MIGRATION-001"
"FOHLSRC-FOHLBASE-012-0007-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-012-0007-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-012-0010-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","10","10","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L10","6b70fdf4319b34a38405a95b6e109c6b55a71a355b6c2d255ed66038aa349b03","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> frozen_date: 2026-07-03"
"FOHLSRC-FOHLBASE-012-0012-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","12","12","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L12","229e5b6f2d71cd5b4705f7f20be8540ea151a520c9cbe1234c970c6502cc9304","24","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0. 冻结复核结论"
"FOHLSRC-FOHLBASE-012-0015-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","15","15","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L15","cd79cd837d92015495dff874aaa02b5e4a015d3140260011f8331796c19e169b","173","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 当前冻结含义是“稳定文件名、稳定入口、稳定来源映射和正式返修基线”,不是审核通过、不是对外交付版,也不是投资建议。"
"FOHLSRC-FOHLBASE-012-0016-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L16","705d939da58d5af5359f66afd4e6cebb0b52c40db48eb9a6372be783a579ff7d","334","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 证据状态统一按 FIRST_BATCH9_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-012-0016-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L16","705d939da58d5af5359f66afd4e6cebb0b52c40db48eb9a6372be783a579ff7d","334","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 证据状态统一按 FIRST_BATCH9_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-012-0017-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","17","17","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L17","2a000f35ef26bbeef8651ace9f93eca2377eec165c6874cfe416cb360568c998","163","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 复核备注:已按 P0 公司首批迁入;正式公司结论前需核验机器人收入/占比、客户供货阶段、ASP、寿命、产能和证据等级。"
"FOHLSRC-FOHLBASE-012-0019-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L19","4ee1975275ad4bdf0de8da13d2ca9527eed0ce1913f23921f155a9b87783fb26","57","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-029)"
"FOHLSRC-FOHLBASE-012-0019-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L19","4ee1975275ad4bdf0de8da13d2ca9527eed0ce1913f23921f155a9b87783fb26","57","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-029)"
"FOHLSRC-FOHLBASE-012-0021-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L21","5c82b1c961d876f19fbb2f5376e1eb308eca03026613589bc8af6145f2ce3099","196","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 本节为首批 9 公司输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、正式公司池确认、对外交付或完成状态。"
"FOHLSRC-FOHLBASE-012-0021-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L21","5c82b1c961d876f19fbb2f5376e1eb308eca03026613589bc8af6145f2ce3099","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 本节为首批 9 公司输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、正式公司池确认、对外交付或完成状态。"
"FOHLSRC-FOHLBASE-012-0022-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","22","22","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L22","9b9c649ecdbe80d8d26cf74a7391349e7fcd8a3b8bb8af6425f150ce1e85fd92","155","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 首批 9 范围:雷赛智能、步科股份、绿的谐波、柯力传感、奥比中光、兆威机电、拓普集团、三花智控、汇川技术。"
"FOHLSRC-FOHLBASE-012-0023-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","23","23","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L23","daecb9b9cb40b9e6befd7ce5c4a99bb20689a0df3f42f0583702740aaadd5dde","224","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 强字段统一降读:收入 / 订单、产能 / 产销、客户供货、ASP / 毛利 / 寿命、市场份额、主供 / 独供等,只能保留为待核验事实或缺口,不得由既有研究迁移稿直接升级。"
"FOHLSRC-FOHLBASE-012-0027-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","27","27","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L27","c7dbdf4972ce61c83210ffab224a1a666b1ae61c806cda73fdd7a238800adb0d","232","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 机器人相关定位 | 范围 / 产品层待审线索 | 仅保留为既有研究承接线索,正式结论前需回到公告、年报、官网或客户侧资料核验。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-012-0027-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","27","27","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L27","c7dbdf4972ce61c83210ffab224a1a666b1ae61c806cda73fdd7a238800adb0d","232","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人相关定位 | 范围 / 产品层待审线索 | 仅保留为既有研究承接线索,正式结论前需回到公告、年报、官网或客户侧资料核验。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-012-0028-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","28","28","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L28","7098b56319a52008b96fc885a044c191cd5c50d6259cd82224b76911ceaa8403","190","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产业链环节 | 范围 / 产品层待审线索 | 作为待审归类输入,不等同正式产业链覆盖或公司池确认。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-012-0029-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","29","29","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L29","2ebdb82657f9f9c7c26344d3a888aa0ffe57ea21000d3158242ca9ed12cd4f2a","206","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 核心判断 / P0 归因 | 范围 / 产品层待审线索 | 降读为分析员侧承接判断,需 reviewer 审核后才能进入正式输出。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-012-0029-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","29","29","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L29","2ebdb82657f9f9c7c26344d3a888aa0ffe57ea21000d3158242ca9ed12cd4f2a","206","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心判断 / P0 归因 | 范围 / 产品层待审线索 | 降读为分析员侧承接判断,需 reviewer 审核后才能进入正式输出。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-012-0030-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","30","30","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L30","6de59b41c4cb59ae12445788ea64b216f7489e90cce2925ec90b2a55e90dd2df","208","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 机器人产品 / 方案 | 范围 / 产品层待审线索 | 产品描述可保留为待审线索,参数、客户和商业化阶段不得外推。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-012-0030-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","30","30","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L30","6de59b41c4cb59ae12445788ea64b216f7489e90cce2925ec90b2a55e90dd2df","208","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人产品 / 方案 | 范围 / 产品层待审线索 | 产品描述可保留为待审线索,参数、客户和商业化阶段不得外推。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-012-0031-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","31","31","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L31","122a8e5da5f7ea9be46f3d03aaf8c1cdd5b1b3c5153db062c1098df945d2ce1c","221","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 机器人收入 / 订单 | 待核验 / 缺口保留 | 未完成本轮 primary source 逐项核验,收入、订单、占比和金额保持缺口或待核验。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-012-0031-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","31","31","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L31","122a8e5da5f7ea9be46f3d03aaf8c1cdd5b1b3c5153db062c1098df945d2ce1c","221","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人收入 / 订单 | 待核验 / 缺口保留 | 未完成本轮 primary source 逐项核验,收入、订单、占比和金额保持缺口或待核验。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-012-0032-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","32","32","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L32","8861d5b9eb67cbaae20b5f3d7491a39b9eecc295952c0bd2b812033269841238","208","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 出货 / 产能 / 产销 / 利用率 | 待核验 / 缺口保留 | 不得把既有研究中的产能、出货或产销表述升级为正式事实。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-012-0032-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","32","32","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L32","8861d5b9eb67cbaae20b5f3d7491a39b9eecc295952c0bd2b812033269841238","208","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 出货 / 产能 / 产销 / 利用率 | 待核验 / 缺口保留 | 不得把既有研究中的产能、出货或产销表述升级为正式事实。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-012-0033-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L33","05d83b877596e2a79dae38caa55c4f645806799e389e101d4b6101adf3eda3ec","226","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 客户供货 / 主供 / 独供 / 份额 | 待核验 / 缺口保留 | 客户、主供、独供、份额和供应体系关系均需客户侧或公司侧官方证据。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-012-0033-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L33","05d83b877596e2a79dae38caa55c4f645806799e389e101d4b6101adf3eda3ec","226","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户供货 / 主供 / 独供 / 份额 | 待核验 / 缺口保留 | 客户、主供、独供、份额和供应体系关系均需客户侧或公司侧官方证据。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-012-0034-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L34","9b0687ac1aca90e8c7c9de6faaee97ad8b61ee39f8168b89bf055c6d316b346a","211","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| ASP / 毛利 / 寿命 / 售后 | 待核验 / 缺口保留 | 无官方可复核证据前保留为缺口,不用于输出通过或估值弹性判断。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-012-0034-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L34","9b0687ac1aca90e8c7c9de6faaee97ad8b61ee39f8168b89bf055c6d316b346a","211","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP / 毛利 / 寿命 / 售后 | 待核验 / 缺口保留 | 无官方可复核证据前保留为缺口,不用于输出通过或估值弹性判断。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-012-0035-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L35","b396fa2a00b43a538dbab32ff5806764246769be422ae8a3e507000ca9c140f3","214","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 市场份额 / 增量弹性 | 待核验 / 缺口保留 | 仅作为待验证分析路径,不能写成确定份额、确定放量或正式投资结论。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-012-0035-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L35","b396fa2a00b43a538dbab32ff5806764246769be422ae8a3e507000ca9c140f3","214","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 市场份额 / 增量弹性 | 待核验 / 缺口保留 | 仅作为待验证分析路径,不能写成确定份额、确定放量或正式投资结论。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-012-0037-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","37","37","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L37","bc1738bccad1175fa3b1f9b1504be982d80c53c5368f9bc51f4f0840462bf73c","128","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/first_batch9_field_downgrade_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-012-0039-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L39","5ebba625f14ec07652e3b464d1f417cd68301aa47e56b0eecdd7934ee227148f","63","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-029)"
"FOHLSRC-FOHLBASE-012-0039-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L39","5ebba625f14ec07652e3b464d1f417cd68301aa47e56b0eecdd7934ee227148f","63","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-029)"
"FOHLSRC-FOHLBASE-012-0043-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","43","43","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L43","75ae711804d5fec2d703e55418688fffa4ca013e54bbac275ecf6088d99b92cd","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 公司结论 / 一句话结论 | 将 P0、核心看点、商业化判断降读为承接线索,不写成审核通过结论。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-012-0043-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","43","43","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L43","75ae711804d5fec2d703e55418688fffa4ca013e54bbac275ecf6088d99b92cd","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司结论 / 一句话结论 | 将 P0、核心看点、商业化判断降读为承接线索,不写成审核通过结论。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-012-0044-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","44","44","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L44","b3fba4991aa4812d81f841c4ee2fa179b313f156f4a2aa56eb16d9f1814520fa","178","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 机器人产品和产业链位置 | 保留产品层描述,但标注仍待 primary source 或 reviewer 复核。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-012-0045-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","45","45","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L45","00ffa9594ad81188cfcbf410fab63a6b9195ecff3e59da6db42dade3e83d5054","200","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 收入、订单、营收占比 | 收入、订单、占比、利润弹性全部保留待核验或缺口,不作为正式输出事实。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-012-0045-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","45","45","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L45","00ffa9594ad81188cfcbf410fab63a6b9195ecff3e59da6db42dade3e83d5054","200","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 收入、订单、营收占比 | 收入、订单、占比、利润弹性全部保留待核验或缺口,不作为正式输出事实。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-012-0046-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L46","4d0c46a499d0aca9aae109bb219c6be4b0fcc299b2c6e3609d0186fed0f48167","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 出货、产能、产销和利用率 | 出货、产能、良率、利用率和交付节奏不因既有研究迁移而升级。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-012-0046-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L46","4d0c46a499d0aca9aae109bb219c6be4b0fcc299b2c6e3609d0186fed0f48167","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 出货、产能、产销和利用率 | 出货、产能、良率、利用率和交付节奏不因既有研究迁移而升级。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-012-0047-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","47","47","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L47","14098c82cd1086bb2307eb090170642db900e2b0c1c9d8ffdbf6957e3bc6f7cd","194","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 客户、供货、主供和份额 | 客户关系、主供、独供、进入供应体系和份额均需官方或客户侧补证。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-012-0047-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","47","47","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L47","14098c82cd1086bb2307eb090170642db900e2b0c1c9d8ffdbf6957e3bc6f7cd","194","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户、供货、主供和份额 | 客户关系、主供、独供、进入供应体系和份额均需官方或客户侧补证。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-012-0048-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L48","99096aa70d8c49b886242e87fc1606d204330c56eb918ff9309f9d1c08e71a3d","176","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| ASP、毛利、寿命和售后 | ASP、毛利率、寿命、售后和返修口径均保持缺口或待核验。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-012-0048-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L48","99096aa70d8c49b886242e87fc1606d204330c56eb918ff9309f9d1c08e71a3d","176","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP、毛利、寿命和售后 | ASP、毛利率、寿命、售后和返修口径均保持缺口或待核验。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-012-0049-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L49","528d5c586c9eed308c4de1e93e9ed2bc7da5d478a6e74493ec1b06bd3311fc67","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-012-0049-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L49","528d5c586c9eed308c4de1e93e9ed2bc7da5d478a6e74493ec1b06bd3311fc67","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-012-0051-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","51","51","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L51","537d0cea809563addda51938b11861205d71411ec3308a3edf1a380560022d47","141","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/first_batch9_body_strong_field_annotation_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-012-0056-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","56","56","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L56","2be23f8df0b6e23408ce0aeb8f7252475eb4c11b4eecbafe3cebc939bf9cada2","15","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","版本:v0.2"
"FOHLSRC-FOHLBASE-012-0057-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","57","57","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L57","60a5d654e7ad3df40f107d33da1d7fb847cbc3841deee2d65a5ac71da3a83fce","21","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","日期:2026-05-29"
"FOHLSRC-FOHLBASE-012-0059-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","59","59","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L59","e66bb1ebc9b31c0e85fea383bfff2aa5dace3692e98c9030786db4ada11fa3a1","536","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","资料口径:主要使用三花智控 2025 年年度报告、2026 年一季报、2024 年机器人机电执行器项目投资公告、与绿的谐波战略合作公告、审核问询函回复、2026 年 5 月投资者关系活动记录及 H 股募集资金披露。本档案把年报、季报、交易所/公告镜像、问询回复作为 A 级证据;第三方 H 股资料仅作线索,核心数据以年报和公告为准。机器人客户、订单、收入、产能利用率和 ASP 不从“送样/合作/战略规划”外推。"
"FOHLSRC-FOHLBASE-012-0061-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","61","61","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L61","fe767113bef9599438dea586f710015af631ee7b127a087b76736fe67f383e73","306","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-三花智控-01-CONCLUSION):P0、核心看点、商业化阶段和一句话结论均需降读为待审判断。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-012-0063-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","63","63","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L63","00c3ed02422ee43512a72d9daa9369705c70551c0e064a4450465ea3659a569e","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 1. 公司结论"
"FOHLSRC-FOHLBASE-012-0067-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","67","67","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L67","11884d05db0183cf3967462b777c43136e831691e9fc55da676e76c6ad96e64c","356","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 一句话结论 | 三花智控是全球制冷空调和汽车热管理零部件龙头向机器人机电执行器迁移的代表公司;优势在电机控制、阀泵精密制造、全球客户和全球产能,机器人端当前处于研发、试样、送样和产业化准备阶段,尚未披露机器人定点客户、量产订单、收入和 ASP。 |"
"FOHLSRC-FOHLBASE-012-0068-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","68","68","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L68","bcdea28b99077eb2d7fa90af5a53aadf125f5b9ecb82361e16744bcddc046112","315","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 当前阶段 | 主业为制冷空调电器零部件和汽车零部件,2025 年收入 310.12 亿元;机器人业务被公司列为战略新兴业务/第三增长曲线,重点方向为仿生机器人机电执行器、机器人伺服机电执行器集成组件、域控制器及谐波减速器海外合作。 |"
"FOHLSRC-FOHLBASE-012-0069-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","69","69","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L69","1810f04f7a62e7dac7b8b605199b411290e3794a4635398ea0091eb86a6dbd7e","326","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心看点 | 2025 年收入 310.12 亿元、归母净利润 40.63 亿元、扣非归母净利润 39.58 亿元、经营现金流净额 50.91 亿元、研发投入 13.74 亿元;钱塘未来产业中心总投资不低于 50 亿元,其中机器人机电执行器和域控制器研发及生产基地不低于 38 亿元。 |"
"FOHLSRC-FOHLBASE-012-0070-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","70","70","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L70","f979d7ddda28af3bf404c951df610daeb071f1ffe41ee52aa5471e2841282922","261","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产业链话语权 | 在传统热管理和车端供应链中话语权强,客户覆盖国内外主机厂和热管理集成商;机器人端话语权仍取决于能否进入头部本体厂/人形机器人客户 BOM,并从研发样件走向批量供货。 |"
"FOHLSRC-FOHLBASE-012-0071-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","71","71","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L71","c4d7e29bbd83a6d857740e1f223f0e7cbcac1a875d157b4de9c2fb408fda47e2","312","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心风险 | 问询回复明确披露机器人项目截至回复出具日尚无定点客户、量产订单或收入;2025 年年报只披露送样和重点产品研发,未披露机器人收入。38 亿元基地为投资目标,实际投资、建设进度、产能和订单覆盖仍存在不确定性。 |"
"FOHLSRC-FOHLBASE-012-0073-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","73","73","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L73","05938d44ad30dbc19146a9282de4dcfcf4090e4d63880ed3a12456f482163556","38","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 二次复核定位(2026-06-03)"
"FOHLSRC-FOHLBASE-012-0077-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","77","77","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L77","a1e5b8689a7d34be907553733c4fc8123c1105be3cffd620d4e426cb62dd954d","61","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| P0 类型 | 平台能力强、机器人兑现待验证。 |"
"FOHLSRC-FOHLBASE-012-0078-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","78","78","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L78","0df9d40e18d384ef18219861ba3c5e4e6fd8475b799f91b5af9007dcfbc94678","177","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 确定性 | 制冷/热管理主业、全球客户、精密制造和现金流确定性强;机器人端尚未披露定点客户、量产订单、收入、ASP 和供货量。 |"
"FOHLSRC-FOHLBASE-012-0079-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","79","79","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L79","2185f8bdd2e6ffa78d5d044673e2fd61fa62d9a0f496c1fcc3c67ab362544eca","166","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 弹性来源 | 仿生机器人机电执行器、机器人伺服机电执行器集成组件、域控制器、谐波减速器海外合作和潜在热管理外延。 |"
"FOHLSRC-FOHLBASE-012-0080-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","80","80","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L80","ed0caf12031086224760c4ef67405c0c2973effd9ca9777bbc925dc5a1081222","160","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 话语权判断 | 车端有强话语权,机器人端是潜在话语权;必须等头部本体厂客户、订单、量产和收入确认后才能上调。 |"
"FOHLSRC-FOHLBASE-012-0081-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","81","81","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L81","ef64a1a2320b480631f001e46a4228652ff8ee51b93d53bd7e50e86b981a9f2f","134","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 不能外推 | 不能把 38 亿元基地、送样、战略合作或车端客户基础直接写成机器人收入和主供关系。 |"
"FOHLSRC-FOHLBASE-012-0082-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","82","82","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L82","4d2ad8f64a8fdf2d4fab484ccbe95424413b8bb9acaae3f632fd3ce2f1ee0f4d","138","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 下一步最该补 | 机器人客户/定点、订单金额、量产节奏、执行器 ASP、寿命、基地投产和产能利用率。 |"
"FOHLSRC-FOHLBASE-012-0084-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","84","84","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L84","ad3f2087b702e9b0b2434495c63a1e30aaaf159ead77e1918e65c14ce3cd2383","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 2. 基本信息"
"FOHLSRC-FOHLBASE-012-0089-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","89","89","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L89","d5f4ba5cd34b40ef8420f46c4d853bb7ac6352d9839957feaa127324edf3cb1f","38","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 证券代码 | 002050.SZ / 2050.HK |"
"FOHLSRC-FOHLBASE-012-0091-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","91","91","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L91","64a586667dea316ebaf061e9173515dce02c2bd6113f6476d6fb2d0ed21095e4","85","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 注册/总部地址 | 浙江省绍兴市新昌县澄潭街道沃西大道 219 号 |"
"FOHLSRC-FOHLBASE-012-0094-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","94","94","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L94","4d5c0fb12b31698d383e712bd809c582dfe114c3ec6f7c7a20a84692669faf9a","157","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人相关定位 | 仿生机器人机电执行器、机器人伺服机电执行器集成组件、域控制器、谐波减速器海外合作平台。 |"
"FOHLSRC-FOHLBASE-012-0096-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","96","96","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L96","39e69dcef80f06300f88ce6dba1b987ed79f959794e5b06d3cbc1fe98d2f75aa","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 3. 所属产业链环节"
"FOHLSRC-FOHLBASE-012-0100-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","100","100","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L100","8da1437859526444c088f3ba822e35de1865eb99288a87ab26ef29e191705039","91","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 一级环节 | 中游核心零部件 / 执行器总成 / 机电控制平台型供应商 |"
"FOHLSRC-FOHLBASE-012-0101-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","101","101","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L101","587bbdb7c5d245a58dbfc5be10b040f0603561891bf56923eba95c27104a3a7e","143","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 细分环节 | 机器人机电执行器、旋转执行器、直线执行器、域控制器、谐波减速器合作、热管理/液冷延伸 |"
"FOHLSRC-FOHLBASE-012-0103-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","103","103","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L103","ea706a63237a86329291a2a040c90697265f700250333a1e225da41f5749db44","220","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 相邻环节边界 | 三花不是机器人本体厂,也不是单一减速器厂;其机器人逻辑在于把阀泵中的电机、电控、精密制造和全球交付能力迁移到机器人机电执行器总成。 |"
"FOHLSRC-FOHLBASE-012-0104-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","104","104","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L104","029475eb673406f9864fd161b7d7026b7ed48132bd80a17eec652175d962026a","169","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 话语权判断 | 车端主业具备较强客户黏性和全球交付能力;机器人端仍是潜在话语权,必须用定点、量产、收入、份额验证。 |"
"FOHLSRC-FOHLBASE-012-0106-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","106","106","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L106","87e422246fc114ab76ba416117bf1e300025f03143c18ef2898cd15f578d338b","325","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-三花智控-02-PRODUCT):产品和产业链位置仅保留范围 / 产品层待审线索,不能外推客户、收入或份额。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-012-0108-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","108","108","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L108","ba20cf70d76100f27080316b4f669b8002fc26c708f182ccb8b539f9b660aba8","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 4. 机器人相关产品"
"FOHLSRC-FOHLBASE-012-0112-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","112","112","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L112","7663978269b014d2c5ed844b60e1b9244188bee980a91ab529fde2ee1c1eb293","347","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 仿生机器人机电执行器 | 机器人关节运动执行层 | 电气驱动,通过电机产生力或力矩,经减速机构驱动关节 | 问询回复披露执行器分旋转和直线两类;执行器包括传动、驱动、感知、控制四大核心零部件及制动器、轴承等辅助零部件 | A | 客户、订单、ASP、寿命 |"
"FOHLSRC-FOHLBASE-012-0115-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","115","115","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L115","82e725d4cb49b11d72d5cc502a7cb16bf232e9f1009da751e04004a01a60a1f9","275","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人伺服机电执行器集成组件 | 执行器总成 | 集成电机驱动、传动组件、编码器、控制器等 | 钱塘项目披露建设机器人伺服机电执行器集成组件和域控制器研发及生产基地 | A | 建设进度、规划产能、收入 |"
"FOHLSRC-FOHLBASE-012-0116-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","116","116","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L116","15ccfea83348f4da5c2600449a00b24d446854874192446d95bb5d03ec230437","170","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 域控制器 | 机器人控制层 | 与执行器集成组件共同建设研发及生产基地 | 38 亿元项目包含域控制器 | A | 控制器产品边界和客户 |"
"FOHLSRC-FOHLBASE-012-0117-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","117","117","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L117","86327801c1cc929793224bcd89721198418882704e53fd00793f3e2506714ead","320","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 谐波减速器合作 | 旋转关节传动 | 与绿的谐波拟在三花墨西哥工业园设合资企业,主营谐波减速器研发、制造和销售 | 合资企业注册资本不低于 1000 万美元,由绿的谐波控股并纳入其合并报表 | A | 是否落地、量产时间、客户和三花收益方式 |"
"FOHLSRC-FOHLBASE-012-0118-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","118","118","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L118","f99bf4f926f9ac1e60fe385a7d408fe5339386c1f9930abe655712c5af19e51a","271","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 数据中心/储能/机器人热管理延伸 | 热管理系统 | 阀、泵、换热器、控制器能力外溢 | IR 披露数据中心、储能纳入战略新兴业务,机器人零部件为第三增长曲线 | A | 机器人热管理是否形成独立产品和收入 |"
"FOHLSRC-FOHLBASE-012-0120-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","120","120","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L120","78ce624e97da88ae10f183debc1e94ccb158484d1bbe414757afeab78b70038b","319","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-三花智控-03-REVENUE):收入、订单、营收占比、利润和毛利等财务强字段继续保持待核验或缺口。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-012-0122-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","122","122","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L122","96ea00535aabee902697e8f166a5fad61aaed8409d591ed5d46fc508e4fe8688","36","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 5. 收入、利润与营收占比"
"FOHLSRC-FOHLBASE-012-0126-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","126","126","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L126","ee2bb825170e015f78388063b670cb0650a0515d095ea0ad8c7b5d24476f3bbd","87","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司总收入 | 310.12 亿元,同比增长 10.97% | 2025 年 | A | 年报口径 |"
"FOHLSRC-FOHLBASE-012-0127-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","127","127","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L127","0930b6ac6eb753e70c2f4fc06e54bfb2e156ba3839b1b89f7a968804439fc906","86","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 归母净利润 | 40.63 亿元,同比增长 31.10% | 2025 年 | A | 年报口径 |"
"FOHLSRC-FOHLBASE-012-0128-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","128","128","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L128","57bb9dc211060dcf6875499b117529990267c6b6a56f764092431162434eb131","92","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 扣非归母净利润 | 39.58 亿元,同比增长 26.95% | 2025 年 | A | 年报口径 |"
"FOHLSRC-FOHLBASE-012-0129-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","129","129","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L129","406bf430c87ef0d8ebad88072d6335a0f2b29c285814ee4e93362e639994be0b","92","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 经营现金流净额 | 50.91 亿元,同比增长 16.58% | 2025 年 | A | 年报口径 |"
"FOHLSRC-FOHLBASE-012-0130-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","130","130","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L130","2ab6ccee0751d2f7370f710e41eef6e3130374b21b91553db87fd2bd2ba6511b","73","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 综合毛利率 | 28.78% | 2025 年 | A | 总收入和总成本口径 |"
"FOHLSRC-FOHLBASE-012-0131-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","131","131","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L131","46c5725e8cf0defa770d159a9fa826b3947e3333638f67b8f671fd2838a2cc38","128","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 制冷空调电器零部件收入 | 185.85 亿元,占收入 59.93%,毛利率 28.77% | 2025 年 | A | 同比增长 12.22% |"
"FOHLSRC-FOHLBASE-012-0132-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","132","132","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L132","68123da79134f70d7b3df45bd458b6bfa00beec79d3fb337ab08873f37df977f","115","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 汽车零部件收入 | 124.27 亿元,占收入 40.07%,毛利率 28.79% | 2025 年 | A | 同比增长 9.14% |"
"FOHLSRC-FOHLBASE-012-0133-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","133","133","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L133","8fab04ff834ef9c1659077dec7f5802fd8cd1631e1f12493f3f30c9798f30831","113","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 国内销售收入 | 176.88 亿元,占收入 57.04%,毛利率 26.96% | 2025 年 | A | 国内增长 14.51% |"
"FOHLSRC-FOHLBASE-012-0134-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","134","134","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L134","0e0597ca392a51865fcadca365010d76f1f9e44fd3b138379372245e526d6b94","112","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 国外销售收入 | 133.23 亿元,占收入 42.96%,毛利率 31.19% | 2025 年 | A | 国外增长 6.58% |"
"FOHLSRC-FOHLBASE-012-0135-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","135","135","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L135","03e2b558a8dae3d6a382c0adaefed1f6fca1ed3b55266db0d7fcb56cd3bb9df3","93","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 研发投入 | 13.74 亿元,占收入 4.43% | 2025 年 | A | 研发投入资本化率 0 |"
"FOHLSRC-FOHLBASE-012-0136-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","136","136","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L136","1f774e658eeaccc02d91348744e434b0aa8f8ae6432209c8e4c1d8729dc6d587","103","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人相关收入 | 未披露 | 2025 年 | A | 年报仅披露研发、试制、迭代、送样 |"
"FOHLSRC-FOHLBASE-012-0137-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","137","137","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L137","2f2fecf79344cd5b66839830bac0860bda4ea9a32f80f8eb528e3747dfdd3f08","183","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人订单/定点 | 未披露;问询回复披露截至回复出具日尚无定点客户、量产订单或收入 | 2024 年问询回复 | A | 需用后续公告/年报更新 |"
"FOHLSRC-FOHLBASE-012-0138-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","138","138","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L138","fef6a683d21f6b0f90b1f40f726c994af486a6e68dab26d42688155b12462756","87","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2026Q1 总收入 | 77.74 亿元,同比增长 1.36% | 2026Q1 | A | 一季报口径 |"
"FOHLSRC-FOHLBASE-012-0139-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","139","139","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L139","1da628172bf6974b98865f8f9f9672729e77ca69c1c364e4d3f512fd42985fe4","92","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2026Q1 归母净利润 | 9.28 亿元,同比增长 2.68% | 2026Q1 | A | 一季报口径 |"
"FOHLSRC-FOHLBASE-012-0140-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","140","140","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L140","caf49d502fa8e329d954d201b948496e50372a4b167d07d2d7557333a8fdc1e8","99","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2026Q1 扣非归母净利润 | 9.86 亿元,同比增长 15.52% | 2026Q1 | A | 一季报口径 |"
"FOHLSRC-FOHLBASE-012-0141-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","141","141","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L141","1f421a3c5f08bc97f4852c5ef6ac1d6abba3b3a79ce7ee05432baccd2170fe59","119","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2026Q1 经营现金流净额 | 11.06 亿元,同比增长 136.50% | 2026Q1 | A | 销售增加及回款方式调整 |"
"FOHLSRC-FOHLBASE-012-0143-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","143","143","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L143","4d9a15bf8b73c2342973b4925bec633125f7edbb04653b469f588a912f9154fa","320","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-三花智控-04-CAPACITY):出货、产能、产销、利用率、良率和交付节奏不得由既有研究迁移稿升级。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-012-0145-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","145","145","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L145","a7f367930f0a44d7fef3b3e9eaf9706f155f20432cb123eb4e979d8c8aa02fc1","48","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 6. 产量、销量、产能与产能利用率"
"FOHLSRC-FOHLBASE-012-0149-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","149","149","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L149","6c7a1a04e5d271857436065432fe95889beae466dbc7e25e65a7360fc95f2f44","173","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 未来产业中心总投资 | 计划总投资不低于 50 亿元 | 先途智能变频控制器 + 三花机器人项目 | 2024 年公告 | A | 实际投资和建设节奏 |"
"FOHLSRC-FOHLBASE-012-0150-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","150","150","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L150","2b7347b46cf9bd7d8ec1fd9a8837a8ba507b684c1b5e78e66d2877b9863f6ced","203","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人机电执行器和域控制器基地 | 计划总投资不低于 38 亿元 | 机器人伺服机电执行器集成组件、域控制器 | 2024 年公告 | A | 土地、开工、达产、产能 |"
"FOHLSRC-FOHLBASE-012-0151-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","151","151","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L151","ffe03f907a5718d6a73e851c1889e4aded61a6ecfa759eecc6f6626da3ddee4a","202","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人研发项目募投资金 | 20,180 万元项目总额,拟使用募集资金 20,000 万元 | 机器人机电执行器研发项目 | 2024 年问询回复 | A | 研发成果和产业化落地 |"
"FOHLSRC-FOHLBASE-012-0152-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","152","152","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L152","a8edbc927a9a8d449ec6a559b338198b57f09db484432796fe49004d2c170fc7","253","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人项目建设状态 | 已完成可行性研究报告编制,取得钱塘新区“零土地”技改备案,正在配合客户研发、试制和调整 | 机器人机电执行器 | 2024 年问询回复 | A | 后续客户定点和量产验证 |"
"FOHLSRC-FOHLBASE-012-0153-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","153","153","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L153","0258b30bd9bf6e105f36b0f37e904fd4a973643a9e86f985577d4e4eb89488ef","243","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人研发团队 | 已组建 50 人研发团队,未来 3 年扩充至 150 人;产业化后预计机电执行器产品总团队 300 人以上 | 机器人机电执行器 | 2024 年问询回复 | A | 实际招聘进度和团队配置 |"
"FOHLSRC-FOHLBASE-012-0154-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","154","154","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L154","1f406ff2dbaa1b81f629964f2a59e9eef214109ccd6505ddda6ea661b1ebba8a","187","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 全球生产基地 | 全球 8 个生产基地;墨西哥、波兰、越南、泰国 4 个海外生产基地 | 主业及全球化供应 | 2025 年报 | A | 是否承接机器人产品 |"
"FOHLSRC-FOHLBASE-012-0155-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","155","155","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L155","424898080da36ebb2cef39d4d58a5d250a410d6abffe6d7fb1658fcebba61815","111","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人产量/销量 | 未披露 | 机器人机电执行器 | 2025 年 | A | 需后续收入/订单反推 |"
"FOHLSRC-FOHLBASE-012-0156-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","156","156","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L156","f11d196c605dca87515950deeb42d2e4d3ebe814a5f80fb82d9feb25564cb980","115","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人产能利用率 | 未披露 | 机器人机电执行器 | 2025 年 | A | 需基地投产和订单数据 |"
"FOHLSRC-FOHLBASE-012-0158-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","158","158","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L158","926321b419fc784281ba4b4a0e8a059abfb12348b8e9568b9434cf8989a7ca7f","317","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-三花智控-05-CUSTOMER):客户、供货、主供、独供、份额和供应体系关系需要官方或客户侧补证。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-012-0160-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","160","160","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L160","3a8b29c24f343e7211009f89e271e51f456be25e2669a9275cad63458df3a619","39","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 7. 客户、供应链与供货状态"
"FOHLSRC-FOHLBASE-012-0165-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","165","165","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L165","ff3ee68990c839b7606ffbdc90aab099c5a918ad74bd751b9fce0295a90c1d50","175","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 制冷空调客户 | 开利、博西家电、大金、格力、海尔、LG、美的、三菱、松下、三星、西门子、特灵等 | A | 海外和国内客户资源深 |"
"FOHLSRC-FOHLBASE-012-0166-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","166","166","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L166","cacee87c8601d5bd65bac6beb2e9f7db98452f520cd8842fb3899358265a9599","324","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 汽车客户 | 奔驰、宝马、比亚迪、福特、吉利、通用、广汽、本田、现代、零跑、理想、蔚来、Stellantis、上汽、丰田、大众、沃尔沃、小鹏等;并覆盖电装、翰昂、马勒、法雷奥等热管理集成商 | A | 车企客户与潜在人形机器人参与者存在交集 |"
"FOHLSRC-FOHLBASE-012-0167-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","167","167","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L167","600bac7658e3c2fbaed6fe0b4380c186ae836e17581caef8adf7b2ed14d6dce6","278","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人客户 | 问询回复披露机器人项目主要面对仿生机器人制造商等客户群体;2025 年年报披露配合客户研发、试制、迭代、送样,未披露客户名称 | A | 只能判断已有客户协同研发/送样,不能外推定点或主供 |"
"FOHLSRC-FOHLBASE-012-0168-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","168","168","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L168","439d5f870665b2239fe1f936157c825860158e4c78726e0e6d8b870bb62e72af","239","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 绿的谐波合作 | 双方拟在三花墨西哥工业园设合资企业,主营谐波减速器相关产品研发、生产制造及销售 | A | 解决海外机器人传动件本地化布局,三花贡献客户、渠道和园区资源 |"
"FOHLSRC-FOHLBASE-012-0169-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","169","169","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L169","26e2dbcd7d62a0a85c852b0bb5c5e4acb0dc6d9673da8a35a36d4caae084226d","243","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 供应链自主性 | IR 披露关键零部件和设备不存在对外部单一国家或地区重大进口依赖,采用多元化、本地化采购 | A | 供应链稳定性较强,但机器人核心零部件自研/外采比例仍待披露 |"
"FOHLSRC-FOHLBASE-012-0170-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","170","170","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L170","1ff96630c4689ea9d3a72ffbc4dd0ed042f423d755315ef99ea28ce9edcfe078","118","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 是否进入国内/国际龙头供应链 | 未披露 | A | 特斯拉/海外头部客户只能作为待验证线索 |"
"FOHLSRC-FOHLBASE-012-0172-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","172","172","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L172","da5639eb96d87b2d88025352a0041ec896cb636c9fbfa89b47b7906450b86d4b","41","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 本体商阵营回填(2026-06-21)"
"FOHLSRC-FOHLBASE-012-0174-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","174","174","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L174","174dd1116619be62b0d340e20cee08322c293cb853f62efb6483aa6ec269e522","173","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 更靠近的本体商阵营:Tesla / Figure / 智元 / 优必选等头部本体商待验证阵营,同时属于汽车 AI 供应链迁移和热管理能力迁移阵营。"
"FOHLSRC-FOHLBASE-012-0175-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","175","175","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L175","8962127f54cf4a7069d5ce6d3ce44aec0a71265b95b0a797a4ed1281e420ff87","170","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 增量来源:机电执行器、热管理、域控制器和谐波合作若完成客户定点和量产,弹性来自车规制造能力向机器人核心部件迁移。"
"FOHLSRC-FOHLBASE-012-0176-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","176","176","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L176","9c07a182ca0e3f1c48d0326ab645970c7de745f70b277409110ea9558917e8a6","215","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 待验证边界:机器人项目仍以研发、试制、迭代、送样为主,未披露客户、收入、定点、供货量和自研 / 外采比例,不能把汽车客户关系直接外推为机器人订单。"
"FOHLSRC-FOHLBASE-012-0178-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","178","178","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L178","8fd35afa50e9978567b2917aa829c30b41f7dfc57d68949f6c9c2c3e6b3ee1a4","300","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-三花智控-06-ASP):ASP、毛利、寿命、售后和返修口径均保留为缺口或待核验事实。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-012-0180-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","180","180","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L180","28165afe0771553374ae696b75f35d0b289a3aa1a7a934445b8d7bfa9242e09e","36","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 8. ASP、寿命、交付与售后"
"FOHLSRC-FOHLBASE-012-0184-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","184","184","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L184","2eed4209f08b42110171ebcc15e88cd45086ef0cee6f09ab58017b8dc2149f19","81","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 执行器 ASP | 未披露 | A | 尚无机器人收入和销量,不能测算 |"
"FOHLSRC-FOHLBASE-012-0185-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","185","185","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L185","7914fff031e3c1fbf5c19951fa6f4962fee3510d09827f8315745056682529da","226","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 单机价值量 | 问询回复引用公开信息称执行器在人形机器人硬件成本占比超过 80%;该口径用于判断环节重要性,不等同公司收入 | C | 需和具体机器人 BOM、客户方案匹配 |"
"FOHLSRC-FOHLBASE-012-0186-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","186","186","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L186","d910221772aae054b71e9f438e77639678673148ef5c26aa75a78b31d29f1592","98","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 寿命 / 更换周期 | 未披露 | A | 需产品规格书、测试报告或客户验收标准 |"
"FOHLSRC-FOHLBASE-012-0187-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","187","187","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L187","1ab0448f3667704f1efeddc08aa24b6b9bfd8404f6bba3a2afb0cad5f948abfe","110","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 交付周期 | 未披露 | A | 主业可体现大规模制造能力,但机器人产品仍需独立验证 |"
"FOHLSRC-FOHLBASE-012-0188-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","188","188","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L188","5029fced2dff3e510b140c7c213fcbe74f71abe12fcc4274aaf2f6268147f301","244","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 质量体系 | 年报披露公司获得 ISO9001、IATF16949、QC080000 等体系认证,质量标准覆盖供应商管理、新品开发、过程控制和售后服务 | A | 车规质量体系是优势,不能直接等同机器人可靠性 |"
"FOHLSRC-FOHLBASE-012-0189-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","189","189","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L189","f0a98b29dcd923568a2597487a4da3900468fc4bf6dd2d10b5ce6b9fccf3e7be","248","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 收入确认方式 | 产品内销于完成交付并按销售合同、结算凭据确认;出口于完成报关出口、取得提单或客户签收确认 | A | 适用于主业收入确认口径,机器人产品后续也需按实际合同确认 |"
"FOHLSRC-FOHLBASE-012-0191-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","191","191","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L191","3da28f4f3d7ccfc946a36b2bd90d87f25241941b251a0dbdc7d5cd759bb52d35","33","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 9. 成本结构与利润弹性"
"FOHLSRC-FOHLBASE-012-0195-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","195","195","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L195","82e3d8e47ad7dcb5a20a9111bfc11addda6f4e8f7246cd85b647953df7be6be1","232","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 材料 | 2025 年营业成本中材料 164.86 亿元,占营业成本 74.64%;主要原材料包括铜材、铝材等 | A | 机器人执行器中铝制品、钢管、漆包线、磁性材料、丝杠、减速器等成本拆分 |"
"FOHLSRC-FOHLBASE-012-0196-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","196","196","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L196","d85dde8b8ed2d1cabfbd03175d397baf3952565822131595748b63ac3611556e","120","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人工 | 2025 年人工成本 28.39 亿元,占营业成本 12.86% | A | 机器人装配自动化率和人工占比 |"
"FOHLSRC-FOHLBASE-012-0197-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","197","197","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L197","543d4a1af309a83badf875f5b3628ab99d0b081877547473cd771f0b526596a8","123","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 折旧 | 2025 年折旧 10.18 亿元,占营业成本 4.61%,同比增长 30.38% | A | 新基地投产后折旧压力 |"
"FOHLSRC-FOHLBASE-012-0198-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","198","198","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L198","01b759dc80020c2eb80500cfe1424018c901378c5fd8058e4850865501000b80","162","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 能源和运费 | 能源 6.33 亿元,占营业成本 2.87%;运费 6.29 亿元,占 2.85% | A | 墨西哥/海外本地化能否降低运输和关税成本 |"
"FOHLSRC-FOHLBASE-012-0199-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","199","199","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L199","95d7cdc84c18f42d4ad06d4119511736771bd4970254556b45227f2db3c0f920","197","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 原材料价格风险 | 公司称铜、铝等在产品成本构成中占比大,通过联动定价、期货套保和客户议价应对 | A | 机器人业务是否具备同样价格传导机制 |"
"FOHLSRC-FOHLBASE-012-0201-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","201","201","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L201","79346644a828a9ab2b5099729200d64f36071ef0f3a6953940324085264f8451","166","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 传动组件 | 直线执行器涉及行星滚柱丝杠工艺探索,旋转执行器需要减速器 | A | 丝杠、谐波/行星减速器自制还是合作/外采 |"
"FOHLSRC-FOHLBASE-012-0204-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","204","204","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L204","79f3448f2515c14f82afa5747df430cb67f148cb4d9b758f574bc4d27e06c945","25","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 10. 增量来自哪里"
"FOHLSRC-FOHLBASE-012-0208-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","208","208","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L208","323227a330d0ef6becb9ba66a600c1102f66b25d240740496c32476988e3c3a8","220","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人机电执行器量产 | 2025 年年报披露多款关键型号产品技术改进,配合客户研发、试制、迭代、送样 | 高弹性但尚未兑现 | 2026-2027 年是否披露客户、订单和收入 |"
"FOHLSRC-FOHLBASE-012-0209-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","209","209","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L209","de250b079b18f199dc2b5c48ee5fe2703184ef2d2f0f4b18725c5a73329bc3a5","182","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 38 亿元基地 | 钱塘项目中机器人机电执行器和域控制器基地计划投资不低于 38 亿元 | 中长期高弹性 | 建设进度、产能、良率、订单覆盖 |"
"FOHLSRC-FOHLBASE-012-0210-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","210","210","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L210","fb3550cdf519bcf8460727d3e553afce9b1238af59136fcca4337da56e190246","245","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| H 股募资支持全球研发和扩产 | H 股募集资金净额约 96.51 亿元,约 30%用于全球研发创新,30%用于中国扩建/新建工厂及自动化,25%用于海外产能 | 中高 | 资金是否投向机器人相关产品线 |"
"FOHLSRC-FOHLBASE-012-0211-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","211","211","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L211","f087932e3c61787c752b2f9f3667ab2c3f8773559f3e5410a21695723bd5e90b","175","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 绿的谐波墨西哥合资 | 合资企业注册资本不低于 1000 万美元,主营谐波减速器 | 中高 | 合资公司落地、海外客户、产能和利润归属 |"
"FOHLSRC-FOHLBASE-012-0212-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","212","212","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L212","33f649a4fdf0af2f688594892676e2112ed6058a3b025bb3066d4d41b4f86a05","154","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 车端客户迁移 | 公司客户覆盖大量新能源汽车和全球主机厂 | 中高 | 车企机器人项目是否采用三花执行器或控制器 |"
"FOHLSRC-FOHLBASE-012-0213-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","213","213","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L213","948275bd967450d3704d3eef701e19aa34113a2e3054c65f445b3029373de370","159","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 数据中心/储能/机器人热管理 | IR 将数据中心、储能和仿生机器人列为新增长点 | 中 | 分领域收入、毛利率和客户确认 |"
"FOHLSRC-FOHLBASE-012-0215-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","215","215","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L215","43054907802d078de3cfaf89e4654c8a57b3e13cf5a7671eac0b26d9e5774c7f","37","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 11. 团队、治理与组织能力"
"FOHLSRC-FOHLBASE-012-0219-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","219","219","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L219","e1322487db2df6e6b551b3a426da517b1d25b4f61b8221c0e70c343a79650b08","345","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心团队 | 本轮资料未系统拆到董事长、总经理、机器人业务负责人和核心技术负责人履历;公司机器人项目已披露 50 人研发团队,计划 3 年扩充至 150 人,产业化后机电执行器产品总团队预计 300 人以上。 | 管理层履历待补,机器人专项团队已有 A 级披露。 |"
"FOHLSRC-FOHLBASE-012-0220-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","220","220","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L220","d54007f2017ad49bff825d1e144e89145e5e4c6c0e17626face7f713bc2dbe8c","277","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 相关经验和年限 | 公司长期深耕制冷空调、汽车热管理、阀泵、电机控制和全球制造;机器人执行器属于机电控制和精密制造能力迁移。 | 主业经验可迁移,但机器人关节客户认证和寿命验证仍需单独证明。 |"
"FOHLSRC-FOHLBASE-012-0224-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","224","224","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L224","27d02f42e08b680f2a634acc1eec906a07481070d17c5ba304187d2161c710c1","228","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 研发投入 | 2025 年研发投入 13.74 亿元,占收入 4.43%,资本化率 0;机器人研发项目拟使用募集资金 2.00 亿元。 | 研发投入绝对额高,但机器人专项投入和成果转化需验证。 |"
"FOHLSRC-FOHLBASE-012-0225-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","225","225","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L225","4f31f399c957ba76eda220ee0655d1bb9a4eea0e8fb1d42d469b93de312a0a43","252","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 组织能力 | 全球 8 个生产基地、4 个海外生产基地,客户覆盖国内外主机厂和热管理集成商,具备大客户协同、质量体系和全球交付基础。 | 加分项,尤其适合做执行器总成和海外本地化。 |"
"FOHLSRC-FOHLBASE-012-0226-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","226","226","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L226","cf9d9da38db8f356c990b165c3d22a3ce98711d366c13ec74243460374935a7c","229","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 经营与披露风格 | 务实偏审慎:问询回复明确写截至当时尚无定点客户、量产订单或收入;同时公司对机器人投入和规划较大。 | 不“飘”,但规划很大,需要后续兑现。 |"
"FOHLSRC-FOHLBASE-012-0227-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","227","227","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L227","7b9e7a1c3b529aad514a96a998d50f6743480ac28320f62f23f28878fe25ed11","187","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 历史兑现能力 | 主业经营现金流和利润较强;机器人方向目前仍停留在研发、试制、送样和基地规划。 | 主业兑现强,机器人兑现待验证。 |"
"FOHLSRC-FOHLBASE-012-0228-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","228","228","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L228","a5842874573bccf59dff91d2300e58f834b592fc297b035f67e7025de2801a55","206","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心判断 | 团队和组织能力是加分项;最大观察点是 38 亿元基地、机器人团队扩张和客户送样能否转为定点、收入和产能利用率。 | 加分项 + 重点观察。 |"
"FOHLSRC-FOHLBASE-012-0230-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","230","230","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L230","ef3aa13da497d47cab2889a7bb58cee5a868892fa237501fab2c8c68f382f11d","34","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 12. 证据等级与资料来源"
"FOHLSRC-FOHLBASE-012-0234-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","234","234","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L234","494fe5417230cf97e9843bed6a811ba164c8bdf3456b121d07217842b28b3f2e","214","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-069 | 2025 年年度报告 | A | 收入、利润、毛利率、分业务、地区收入、成本结构、研发投入、客户、全球基地、战略新兴业务 | 机器人收入、订单、客户未披露 |"
"FOHLSRC-FOHLBASE-012-0235-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","235","235","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L235","52e7afc740de2d737c816efaab60659adfaa0d84aa9547e86874066a815171d7","97","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-070 | 2026 年一季报 | A | 季度收入、利润、现金流 | 未披露机器人业务 |"
"FOHLSRC-FOHLBASE-012-0236-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","236","236","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L236","b3b9125cef65f93243c932fd15c7261982d28eac35480d83e02b6fa09a394f30","221","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-115 | 机器人机电执行器研发制造项目投资公告 | A | 50 亿元总投资、38 亿元机器人机电执行器和域控制器基地、钱塘区、风险提示 | 投资目标不等于实际投入或产能 |"
"FOHLSRC-FOHLBASE-012-0237-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","237","237","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L237","5fd5640c2b46a96589fb86b65f20233bf2ec3fdd9350d8a178aaff1fa3dca6ea","209","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-116 | 与绿的谐波战略合作公告 | A | 墨西哥合资、注册资本不低于 1000 万美元、谐波减速器研发制造销售、15 年合作期 | 框架协议,落地进度和订单未披露 |"
"FOHLSRC-FOHLBASE-012-0238-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","238","238","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L238","347fd77e4f3b24c44811287bb3beaedfad3f4a876c04f0a79d59e1eda19188bc","217","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-118 | 审核问询函回复 | A | 机器人项目研发内容、技术路线、团队、试样进展、无定点/订单/收入、募投资金、客户和产能口径 | 发布时间为 2024 年,需后续更新 |"
"FOHLSRC-FOHLBASE-012-0239-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","239","239","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L239","2e686b69e2c170248eb4a320cacceb911b10321dc651d7b0024fb810955810aa","193","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-100 | 投资者关系活动记录 | A | 2026 年业务重点、仿生机器人零部件为第三增长曲线、原材料与供应链口径 | 问答摘要化,未给机器人具体收入 |"
"FOHLSRC-FOHLBASE-012-0240-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","240","240","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L240","0f4dd581a30433c3129ff0737f2e960b8425c8aa1c5da737eaabe520ef8df802","160","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 年报 H 股披露 | H 股发行募集资金 | A | H 股净募资 96.51 亿元及用途比例 | 资金用途为总体规划,不等于机器人专项投入 |"
"FOHLSRC-FOHLBASE-012-0241-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","241","241","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L241","59da6fcfa2dd2e17719fba68325af6e41ba047fb9ef5d5d45581899188caf26c","164","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 本地研报/第三方资料 | 机器人执行器价值量、产业链判断 | C/D | 可作市场空间和客户线索 | 不能作为客户定点和收入证据 |"
"FOHLSRC-FOHLBASE-012-0243-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","243","243","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L243","40583562f9dec127e068a0a13a1cfe3ee874d32b762901fb51dcfe122ec1827d","310","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-三花智控-07-RISK):风险、估值弹性和投资相关表述不得替代证据结论,不构成投资建议。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-012-0245-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","245","245","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L245","7a56d9f16ee1ff588205ba426c54ea732aec0ea1eea8b4a81742a59636e92981","22","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 13. 待验证问题"
"FOHLSRC-FOHLBASE-012-0249-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","249","249","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L249","0a30855b469c665a774468b5310355779e06bcabb28bb0cde1180a25904d97bb","155","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高 | 三花机器人机电执行器是否已经从研发/送样进入定点或小批量供货? | 后续年报、IR 纪要、客户侧供应链公告 |"
"FOHLSRC-FOHLBASE-012-0250-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","250","250","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L250","64c2b51b07537f162d010c70ed44a8857c6946a7ee8b5b8621c97793487f6692","141","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高 | 2025 年或 2026 年是否形成机器人相关收入?收入归入哪个分部? | 年报分产品、问询回复、审计附注 |"
"FOHLSRC-FOHLBASE-012-0251-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","251","251","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L251","591410aaf0a23530e3c16bbcbeb26c3f7a526e96b69dcd4c1939d62838328f00","182","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高 | 38 亿元机器人机电执行器和域控制器基地建设进度、规划产能、达产时间和订单覆盖如何? | 项目公告、环评/备案、地方项目进展 |"
"FOHLSRC-FOHLBASE-012-0252-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","252","252","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L252","e3d1f650547c1970784a5f6552456c7c7fc3864e338a4645608e3064e4601c3d","134","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高 | 旋转执行器和直线执行器的核心零部件自制比例是多少? | 产品手册、专利、供应商/客户访谈 |"
"FOHLSRC-FOHLBASE-012-0253-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","253","253","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L253","f026852fcf32b23aca6f839b80a1b8823856a16ea573ce4a2b2b5b7e284b93fc","179","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高 | 丝杠、谐波减速器、编码器、力/扭矩传感器、域控制器分别是自研、合作还是外采? | 供应链清单、合资公司公告、专利与招标 |"
"FOHLSRC-FOHLBASE-012-0254-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","254","254","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L254","409f8781a6441975e704189c12376f3927b48965782cf4f349c841043e9cc72b","157","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中 | 与绿的谐波墨西哥合资是否完成设立,是否有海外机器人客户订单? | 工商登记、合资公司公告、绿的谐波年报 |"
"FOHLSRC-FOHLBASE-012-0255-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","255","255","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L255","9379b67d8be408dcdd19e16ccb250c41f0883e51398d4ce8f0bb983f40948c18","173","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中 | 是否进入 Tesla、小鹏、Figure、智元、宇树等国内外头部机器人客户供应链? | 客户侧确认、订单/定点公告、供应商大会信息 |"
"FOHLSRC-FOHLBASE-012-0256-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","256","256","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L256","33c4654349145810326bb831cf9096587f88ba0eb214ed7f9a2ac993c0c15741","134","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中 | 执行器 ASP、寿命、更换周期、质保和交付周期是多少? | 产品规格、客户验收标准、售后条款 |"
"FOHLSRC-FOHLBASE-012-0257-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","257","257","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L257","475d0d9b16e4f66dd048dac94ae0e7039b6a499a3bf6f7ef0211f994c8d7c0b7","145","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中 | 机器人业务成熟后的毛利率能否接近或高于主业 28%-29% 的毛利率? | 批量收入成本、良率、产能利用率 |"
"FOHLSRC-FOHLBASE-012-0258-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","258","258","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L258","10a021826325cc226590d953dc05b2597f0022f11c7a0066fb451133925429ac","147","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中 | H 股募资中实际投向机器人相关研发、自动化和产能的金额是多少? | 募集资金使用专项报告、项目台账 |"
"FOHLSRC-FOHLBASE-012-0260-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","260","260","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L260","09170d3cc95ba075e4741e8867e4bfa2e01bb0c306b1c84ed5b06da4ebbb99cc","49","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 第二批客户侧证据补证(2026-06-21)"
"FOHLSRC-FOHLBASE-012-0264-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","264","264","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L264","a2d94fed006673d8b8d4be93ee6190eb07ac0f6145118402cc635adb1b26266c","129","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 本批证据阶段 | A 级:机器人机电执行器和域控制器研发 / 试制 / 送样;定点和收入仍待验证。 |"
"FOHLSRC-FOHLBASE-012-0265-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","265","265","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L265","45eb5289b7ed0f13ce7eddb89ab105addea7f4893c1013b3ea70523843f5fd84","160","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 已可使用资料 | CC-069、CC-070、CC-100、CC-115、CC-116、CC-117、CC-118;机器人项目投资、研发试制送样和问询回复资料可用。 |"
"FOHLSRC-FOHLBASE-012-0267-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","267","267","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L267","8c747be543fe466d55eed76cf6f14f90f6e1e0caa6a6c25abf20afcb92168e00","151","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 不能外推 | 公司问询回复曾披露无定点客户、无量产订单、无机器人收入;在新增证据出现前不写量产或主供。 |"
"FOHLSRC-FOHLBASE-012-0268-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","268","268","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L268","80a5e452341e765576b8f4fb1d0c95ada17d39385557189db0097d1f1d1c4397","128","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 下一步补证 | 新增客户定点、量产订单、收入确认、执行器 ASP、寿命、良率和海外基地分工。 |"
"FOHLSRC-FOHLBASE-013-0004-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","4","4","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L4","921b94ff7ba01c586b8e700aa531b6a0e4f067670bacf580729b9351f42f9d99","35","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> case_id: ANA-ROBOT-INDUSTRY-001"
"FOHLSRC-FOHLBASE-013-0005-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-013-0005-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-013-0006-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","6","6","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L6","51ddefb06b154109ad40b8a957ea1dc8d5f6ce2e5ab03823e2d66f370c5111b7","43","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> batch_id: BATCH-ANA-ROBOT-MIGRATION-001"
"FOHLSRC-FOHLBASE-013-0007-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-013-0007-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-013-0010-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","10","10","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L10","6b70fdf4319b34a38405a95b6e109c6b55a71a355b6c2d255ed66038aa349b03","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> frozen_date: 2026-07-03"
"FOHLSRC-FOHLBASE-013-0012-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","12","12","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L12","229e5b6f2d71cd5b4705f7f20be8540ea151a520c9cbe1234c970c6502cc9304","24","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0. 冻结复核结论"
"FOHLSRC-FOHLBASE-013-0015-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","15","15","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L15","cd79cd837d92015495dff874aaa02b5e4a015d3140260011f8331796c19e169b","173","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 当前冻结含义是“稳定文件名、稳定入口、稳定来源映射和正式返修基线”,不是审核通过、不是对外交付版,也不是投资建议。"
"FOHLSRC-FOHLBASE-013-0016-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L16","705d939da58d5af5359f66afd4e6cebb0b52c40db48eb9a6372be783a579ff7d","334","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 证据状态统一按 FIRST_BATCH9_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-013-0016-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L16","705d939da58d5af5359f66afd4e6cebb0b52c40db48eb9a6372be783a579ff7d","334","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 证据状态统一按 FIRST_BATCH9_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-013-0017-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","17","17","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L17","2a000f35ef26bbeef8651ace9f93eca2377eec165c6874cfe416cb360568c998","163","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 复核备注:已按 P0 公司首批迁入;正式公司结论前需核验机器人收入/占比、客户供货阶段、ASP、寿命、产能和证据等级。"
"FOHLSRC-FOHLBASE-013-0019-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L19","4ee1975275ad4bdf0de8da13d2ca9527eed0ce1913f23921f155a9b87783fb26","57","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-029)"
"FOHLSRC-FOHLBASE-013-0019-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L19","4ee1975275ad4bdf0de8da13d2ca9527eed0ce1913f23921f155a9b87783fb26","57","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-029)"
"FOHLSRC-FOHLBASE-013-0021-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L21","5c82b1c961d876f19fbb2f5376e1eb308eca03026613589bc8af6145f2ce3099","196","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 本节为首批 9 公司输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、正式公司池确认、对外交付或完成状态。"
"FOHLSRC-FOHLBASE-013-0021-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L21","5c82b1c961d876f19fbb2f5376e1eb308eca03026613589bc8af6145f2ce3099","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 本节为首批 9 公司输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、正式公司池确认、对外交付或完成状态。"
"FOHLSRC-FOHLBASE-013-0022-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","22","22","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L22","9b9c649ecdbe80d8d26cf74a7391349e7fcd8a3b8bb8af6425f150ce1e85fd92","155","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 首批 9 范围:雷赛智能、步科股份、绿的谐波、柯力传感、奥比中光、兆威机电、拓普集团、三花智控、汇川技术。"
"FOHLSRC-FOHLBASE-013-0023-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","23","23","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L23","daecb9b9cb40b9e6befd7ce5c4a99bb20689a0df3f42f0583702740aaadd5dde","224","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 强字段统一降读:收入 / 订单、产能 / 产销、客户供货、ASP / 毛利 / 寿命、市场份额、主供 / 独供等,只能保留为待核验事实或缺口,不得由既有研究迁移稿直接升级。"
"FOHLSRC-FOHLBASE-013-0027-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","27","27","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L27","c7dbdf4972ce61c83210ffab224a1a666b1ae61c806cda73fdd7a238800adb0d","232","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 机器人相关定位 | 范围 / 产品层待审线索 | 仅保留为既有研究承接线索,正式结论前需回到公告、年报、官网或客户侧资料核验。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
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"FOHLSRC-FOHLBASE-013-0035-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L35","b396fa2a00b43a538dbab32ff5806764246769be422ae8a3e507000ca9c140f3","214","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 市场份额 / 增量弹性 | 待核验 / 缺口保留 | 仅作为待验证分析路径,不能写成确定份额、确定放量或正式投资结论。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-013-0035-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L35","b396fa2a00b43a538dbab32ff5806764246769be422ae8a3e507000ca9c140f3","214","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 市场份额 / 增量弹性 | 待核验 / 缺口保留 | 仅作为待验证分析路径,不能写成确定份额、确定放量或正式投资结论。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-013-0037-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","37","37","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L37","bc1738bccad1175fa3b1f9b1504be982d80c53c5368f9bc51f4f0840462bf73c","128","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/first_batch9_field_downgrade_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-013-0039-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L39","5ebba625f14ec07652e3b464d1f417cd68301aa47e56b0eecdd7934ee227148f","63","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-029)"
"FOHLSRC-FOHLBASE-013-0039-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L39","5ebba625f14ec07652e3b464d1f417cd68301aa47e56b0eecdd7934ee227148f","63","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-029)"
"FOHLSRC-FOHLBASE-013-0043-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","43","43","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L43","75ae711804d5fec2d703e55418688fffa4ca013e54bbac275ecf6088d99b92cd","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 公司结论 / 一句话结论 | 将 P0、核心看点、商业化判断降读为承接线索,不写成审核通过结论。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-013-0043-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","43","43","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L43","75ae711804d5fec2d703e55418688fffa4ca013e54bbac275ecf6088d99b92cd","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司结论 / 一句话结论 | 将 P0、核心看点、商业化判断降读为承接线索,不写成审核通过结论。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-013-0044-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","44","44","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L44","b3fba4991aa4812d81f841c4ee2fa179b313f156f4a2aa56eb16d9f1814520fa","178","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 机器人产品和产业链位置 | 保留产品层描述,但标注仍待 primary source 或 reviewer 复核。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-013-0045-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","45","45","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L45","00ffa9594ad81188cfcbf410fab63a6b9195ecff3e59da6db42dade3e83d5054","200","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 收入、订单、营收占比 | 收入、订单、占比、利润弹性全部保留待核验或缺口,不作为正式输出事实。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-013-0045-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","45","45","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L45","00ffa9594ad81188cfcbf410fab63a6b9195ecff3e59da6db42dade3e83d5054","200","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 收入、订单、营收占比 | 收入、订单、占比、利润弹性全部保留待核验或缺口,不作为正式输出事实。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-013-0046-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L46","4d0c46a499d0aca9aae109bb219c6be4b0fcc299b2c6e3609d0186fed0f48167","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 出货、产能、产销和利用率 | 出货、产能、良率、利用率和交付节奏不因既有研究迁移而升级。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-013-0046-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L46","4d0c46a499d0aca9aae109bb219c6be4b0fcc299b2c6e3609d0186fed0f48167","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 出货、产能、产销和利用率 | 出货、产能、良率、利用率和交付节奏不因既有研究迁移而升级。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-013-0047-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","47","47","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L47","14098c82cd1086bb2307eb090170642db900e2b0c1c9d8ffdbf6957e3bc6f7cd","194","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 客户、供货、主供和份额 | 客户关系、主供、独供、进入供应体系和份额均需官方或客户侧补证。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-013-0047-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","47","47","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L47","14098c82cd1086bb2307eb090170642db900e2b0c1c9d8ffdbf6957e3bc6f7cd","194","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户、供货、主供和份额 | 客户关系、主供、独供、进入供应体系和份额均需官方或客户侧补证。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-013-0048-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L48","99096aa70d8c49b886242e87fc1606d204330c56eb918ff9309f9d1c08e71a3d","176","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| ASP、毛利、寿命和售后 | ASP、毛利率、寿命、售后和返修口径均保持缺口或待核验。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-013-0048-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L48","99096aa70d8c49b886242e87fc1606d204330c56eb918ff9309f9d1c08e71a3d","176","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP、毛利、寿命和售后 | ASP、毛利率、寿命、售后和返修口径均保持缺口或待核验。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-013-0049-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L49","528d5c586c9eed308c4de1e93e9ed2bc7da5d478a6e74493ec1b06bd3311fc67","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-013-0049-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L49","528d5c586c9eed308c4de1e93e9ed2bc7da5d478a6e74493ec1b06bd3311fc67","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-013-0051-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","51","51","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L51","537d0cea809563addda51938b11861205d71411ec3308a3edf1a380560022d47","141","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/first_batch9_body_strong_field_annotation_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-013-0056-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","56","56","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L56","2be23f8df0b6e23408ce0aeb8f7252475eb4c11b4eecbafe3cebc939bf9cada2","15","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","版本:v0.2"
"FOHLSRC-FOHLBASE-013-0057-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","57","57","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L57","60a5d654e7ad3df40f107d33da1d7fb847cbc3841deee2d65a5ac71da3a83fce","21","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","日期:2026-05-29"
"FOHLSRC-FOHLBASE-013-0059-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","59","59","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L59","08f92bb1242a4bbdfcf322092d866e16096ccc0b7fa74e4a89fb66c225397181","475","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","资料口径:主要使用拓普集团 2025 年年度报告、2026 年一季报、2025 年年度报告摘要、可持续发展报告、官网和机器人电驱系统研发生产基地项目公告镜像;另以公开新闻和研报作为辅助线索。本档案把年报/季报/公告作为 A 级证据,官网与公司消息转载作为 B/C 级证据,研报测算作为 C 级证据;客户、产能、ASP 和供货份额不从“送样/合作”直接外推为主供。"
"FOHLSRC-FOHLBASE-013-0061-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","61","61","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L61","95c78f04d4dcb03aa135d075ed8d505f3c6a41ee517fa3ae6145e58b266e8a2a","306","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-拓普集团-01-CONCLUSION):P0、核心看点、商业化阶段和一句话结论均需降读为待审判断。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-013-0063-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","63","63","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L63","00c3ed02422ee43512a72d9daa9369705c70551c0e064a4450465ea3659a569e","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 1. 公司结论"
"FOHLSRC-FOHLBASE-013-0067-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","67","67","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L67","b220c0fc6e4f92316ee27bd0fa3a1c44849a8580a7ec6cdc1decc47500151cce","321","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 一句话结论 | 拓普集团是汽车 Tier0.5 平台能力向机器人执行器迁移的代表公司,2025 年年报已经单列“机器人执行器”收入 1359.12 万元,说明机器人业务从概念进入收入确认阶段;但客户名称、供货量、ASP、产能利用率和主供关系仍未披露。 |"
"FOHLSRC-FOHLBASE-013-0068-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","68","68","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L68","67e25d4ac89239abd9d639a32002813f0ed78194d2898fa91d56b9104d0482d6","289","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 当前阶段 | 公司主业仍是汽车零部件,八大业务板块规模大、客户强;机器人业务已拆分设立执行器事业部,产品从直线执行器延伸至旋转执行器、灵巧手电机、躯体结构件、传感器、足部减震器和电子柔性皮肤等。 |"
"FOHLSRC-FOHLBASE-013-0069-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","69","69","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L69","1aec254300a1ca39f66642d8e464505b84bde9ca6fd1a2e42f2ef56d3581dc3a","219","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心看点 | 2025 年收入 295.81 亿元、归母净利润 27.79 亿元、扣非归母净利润 26.11 亿元、经营现金流净额 44.82 亿元;机器人执行器收入 1359.12 万元、毛利率约 28.25%。 |"
"FOHLSRC-FOHLBASE-013-0070-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","70","70","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L70","5b2ed8dcb244e0c1633e1843232249b221ce669834f0a28f8c7d8bedca501a5a","268","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产业链话语权 | 车端客户、全球产能、精密制造、电机/电控/减速机构集成经验是拓普切入机器人执行器的核心基础。若进入头部机器人客户主力 BOM,可能从零件供应商升级为执行器总成平台供应商。 |"
"FOHLSRC-FOHLBASE-013-0071-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","71","71","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L71","ced8554f0e93c91b578d20a3119dc8e0694b6a2399e023ab83a5dcf37d04ea8f","302","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心风险 | 机器人收入占公司收入仅约 0.05%,短期对业绩贡献很小;年报披露“多轮送样、项目进展迅速”,但没有披露定点、量产、客户供货量和价格;50 亿元基地和 30 万套产线需要继续验证建设进度、订单覆盖和利用率。 |"
"FOHLSRC-FOHLBASE-013-0073-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","73","73","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L73","05938d44ad30dbc19146a9282de4dcfcf4090e4d63880ed3a12456f482163556","38","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 二次复核定位(2026-06-03)"
"FOHLSRC-FOHLBASE-013-0077-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","77","77","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L77","490dc367f9dc7c3eb1f4bfa532c332c74b36458ee86f1ffafbdff12caee84f5c","58","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| P0 类型 | 已有机器人收入锚但规模很小。 |"
"FOHLSRC-FOHLBASE-013-0078-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","78","78","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L78","c88c0ce9a618202197a223a08d161b2ca600dab5dee0e3b95c9b6a3072633fc5","152","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 确定性 | 2025 年机器人执行器收入已经披露,车端 Tier0.5、全球制造和客户协同能力强;但机器人业务仍处早期。 |"
"FOHLSRC-FOHLBASE-013-0079-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","79","79","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L79","347dc0a5846f2a90d02ff1b2cf9b3f6d5d909371ab8f449d2a59889c3f318cc6","147","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 弹性来源 | 机器人执行器、结构件、柔性皮肤/传感器、足部减震器、热管理和 50 亿元机器人核心部件基地。 |"
"FOHLSRC-FOHLBASE-013-0080-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","80","80","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L80","bbf75f938e70fc36650e62d3b335bbb15c162280f098b588ef1784ebc9d03a6d","157","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 话语权判断 | 平台制造能力强,若进入头部本体厂早期定义和总成供货,话语权可显著提升;当前仍缺客户侧确认。 |"
"FOHLSRC-FOHLBASE-013-0081-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","81","81","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L81","ce4b787ff6f2698f708d2337a81868dfd9b84e3c5034cc21a6233091efe3da4f","133","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 不能外推 | 不能把车端客户、基地规划、送样和研报客户线索直接写成机器人主供或大规模收入。 |"
"FOHLSRC-FOHLBASE-013-0082-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","82","82","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L82","5ce9d4d5a657f3708e6123ac6cade2e25acd80aa6772ea9cca525494c656aa66","152","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 下一步最该补 | 机器人执行器客户、定点/量产状态、供货数量、ASP、毛利、30 万套产线利用率和基地建设进度。 |"
"FOHLSRC-FOHLBASE-013-0084-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","84","84","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L84","ad3f2087b702e9b0b2434495c63a1e30aaaf159ead77e1918e65c14ce3cd2383","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 2. 基本信息"
"FOHLSRC-FOHLBASE-013-0089-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","89","89","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L89","b2961ecfb743b0f938e8d2eb79ad869402a04f5ca462a4208db4426305f3d4ca","28","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 证券代码 | 601689.SH |"
"FOHLSRC-FOHLBASE-013-0091-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","91","91","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L91","f3081f23894ccd0c5d2c71a8d3eaff7023d0ace28e96c6af2cfc1b667af5dc5c","85","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 注册/总部地址 | 浙江省宁波市北仑区大碶街道育王山路 268 号 |"
"FOHLSRC-FOHLBASE-013-0097-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","97","97","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L97","39e69dcef80f06300f88ce6dba1b987ed79f959794e5b06d3cbc1fe98d2f75aa","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 3. 所属产业链环节"
"FOHLSRC-FOHLBASE-013-0101-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","101","101","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L101","4a78449822515934da54fdaa218a81b3dc9da886f33e4fd5ae9dd805a6ebfc9e","79","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 一级环节 | 中游核心零部件 / 执行器总成 / 平台型供应商 |"
"FOHLSRC-FOHLBASE-013-0105-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","105","105","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L105","4b498f9ffc51dbe6f2044fb339764cb873d09e927fca003d6c394f8aee315523","187","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 话语权判断 | 车端 Tier0.5 经验使其具备“早期共同开发 + 批量交付 + 降本”的潜在话语权;机器人端当前仍需客户侧确认和量产收入验证。 |"
"FOHLSRC-FOHLBASE-013-0107-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","107","107","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L107","cf97493cb8b27dea5a6c979f1a2a943ec7b19144c73e5e3fcd37848c8de10818","325","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-拓普集团-02-PRODUCT):产品和产业链位置仅保留范围 / 产品层待审线索,不能外推客户、收入或份额。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-013-0109-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","109","109","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L109","ba20cf70d76100f27080316b4f669b8002fc26c708f182ccb8b539f9b660aba8","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 4. 机器人相关产品"
"FOHLSRC-FOHLBASE-013-0113-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","113","113","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L113","668c7836b1d73d66021ff84a341070cd4c165475b5565b23a1e438c9bf256a36","272","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人直线执行器 | 机器人膝、肘、腕踝等关节 | 电机、减速机构、控制器、传感器等集成 | 年报披露公司与客户合作始于直线执行器,产品获客户认可后延伸至其他核心部件 | A | 客户名称、供货量、ASP |"
"FOHLSRC-FOHLBASE-013-0114-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","114","114","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L114","e16fcea07f0972d5ce76002aacb364042a799375b419f174f22dfc087e802632","213","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人旋转执行器 | 髋、肩、腕等旋转关节 | 旋转电驱执行器总成 | 年报披露顺势延伸至旋转执行器研发,并已完成多轮送样 | A | 定点/批量阶段、产线利用率 |"
"FOHLSRC-FOHLBASE-013-0116-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","116","116","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L116","2c4d34f724d7bbc0c567eb915867b2bf490f1e555a5c34bc35cf33a116a12539","247","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人电驱系统 | 机器人核心部件生产基地 | 以电驱系统为抓手实现从车端向机器人拓展 | 2024 年 1 月公告披露拟投建机器人电驱系统研发生产基地 | A | 规划产能、建设进度、达产收入 |"
"FOHLSRC-FOHLBASE-013-0117-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","117","117","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L117","e2150b7e5b16aa3521f5de82b5edc08e54f315ea9b59495ad8af6ace1fae2b18","176","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 躯体结构件 | 机器人结构支撑 | 汽车轻量化和精密加工能力迁移 | 年报披露横向拓展至机器人躯体结构件 | A | 材料、客户、供货量 |"
"FOHLSRC-FOHLBASE-013-0118-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","118","118","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L118","d6a43256430ee73443bfefcb9ef63bdfaa1e43381d794c741804a1ec18e30906","195","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 传感器 / 电子柔性皮肤 | 机器人感知与触觉 | 车端传感/电子能力迁移 | 年报披露横向拓展传感器、电子柔性皮肤 | A | 技术路线、客户、是否自研 |"
"FOHLSRC-FOHLBASE-013-0121-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","121","121","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L121","21b8fee7f38d3a75ac49ce7d2471f71a2266cf5cf25d2f1144ca2610d1266b98","319","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-拓普集团-03-REVENUE):收入、订单、营收占比、利润和毛利等财务强字段继续保持待核验或缺口。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-013-0123-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","123","123","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L123","96ea00535aabee902697e8f166a5fad61aaed8409d591ed5d46fc508e4fe8688","36","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 5. 收入、利润与营收占比"
"FOHLSRC-FOHLBASE-013-0127-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","127","127","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L127","9635d5513a88c9924a96b9c2a42effe7d62aacd0a7f30e4e702c13b92d7f8245","87","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司总收入 | 295.81 亿元,同比增长 11.21% | 2025 年 | A | 年报口径 |"
"FOHLSRC-FOHLBASE-013-0128-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","128","128","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L128","1bfe04aec5ea490ad9b3c8c6e9595db3776965b0a3284c5d8d1c2cbe9848cbc8","80","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 归母净利润 | 27.79 亿元,同比 -7.38% | 2025 年 | A | 年报口径 |"
"FOHLSRC-FOHLBASE-013-0129-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","129","129","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L129","593336f3918aa7d41efc148aa7077aa8ee116624318ffd7df5c20950310935f6","86","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 扣非归母净利润 | 26.11 亿元,同比 -4.30% | 2025 年 | A | 年报口径 |"
"FOHLSRC-FOHLBASE-013-0130-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","130","130","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L130","dd96b43330b6adbe9eaefceaeb12bd3c6eab462e4aa760aed9e82471ebccacb7","92","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 经营现金流净额 | 44.82 亿元,同比增长 38.50% | 2025 年 | A | 年报口径 |"
"FOHLSRC-FOHLBASE-013-0131-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","131","131","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L131","eadee7db550b6314989ee833d6100e21784f7054b9d480aaa391c62067267212","61","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 研发费用 | 14.96 亿元 | 2025 年 | A | 年报口径 |"
"FOHLSRC-FOHLBASE-013-0132-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","132","132","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L132","98dd79a0d42510ed148c550bfa4cd7fe8db5c291c326734c8ab6a55c2b15ab5f","77","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 综合毛利率 | 约 19.43% | 2025 年 | A | 总收入和总成本测算 |"
"FOHLSRC-FOHLBASE-013-0133-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","133","133","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L133","dcea188e8f37b5cfb27b3bf6d71b6bea99d05935690cb40c15454fe3fb335a60","90","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 主营业务收入 | 275.24 亿元,毛利率约 18.04% | 2025 年 | A | 年报口径 |"
"FOHLSRC-FOHLBASE-013-0134-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","134","134","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L134","23277ae49b5dba72d2e3d157633a1d2ce01e9ad85744e2ee63ebf285a38c1f38","108","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 内饰功能件收入 | 96.72 亿元,毛利率约 16.87% | 2025 年 | A | 收入占总收入约 32.70% |"
"FOHLSRC-FOHLBASE-013-0135-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","135","135","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L135","31c9008336173ef0c6300f9d6b0d43e37057f4cfc6d1a696889fc7bc433fa38a","105","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 底盘系统收入 | 87.22 亿元,毛利率约 18.91% | 2025 年 | A | 收入占总收入约 29.49% |"
"FOHLSRC-FOHLBASE-013-0136-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","136","136","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L136","67c2d407633f14fd231b76ca6e8086914c094585982513d8f09e4485ad22f74b","102","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 减震器收入 | 42.56 亿元,毛利率约 20.32% | 2025 年 | A | 收入占总收入约 14.39% |"
"FOHLSRC-FOHLBASE-013-0137-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","137","137","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L137","0d471f6800f72df0174008f39404da09e0aade3b8af0dd1c1ed3c333738da3ff","116","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 汽车电子收入 | 27.69 亿元,毛利率约 17.56% | 2025 年 | A | 与执行器、电控能力迁移相关 |"
"FOHLSRC-FOHLBASE-013-0138-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","138","138","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L138","515a34ce438348277ab800b19c0e7ec7c770272b32a5805481b3c430d371e2c4","132","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 热管理系统收入 | 20.91 亿元,毛利率约 15.80% | 2025 年 | A | 可向机器人热管理/数据中心热管理迁移 |"
"FOHLSRC-FOHLBASE-013-0139-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","139","139","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L139","23161b17f12517f185266b78ea42c0f820649b16f460e80e9777328ce357e99a","145","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人执行器收入 | 1359.12 万元,毛利率约 28.25% | 2025 年 | A | 年报单列“机器人执行器”,占总收入约 0.05% |"
"FOHLSRC-FOHLBASE-013-0140-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","140","140","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L140","3689b849d298b844b11e3c8282f9ee2d08815401bb9039e201a10f207867f300","96","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 内销收入 | 213.03 亿元,毛利率约 17.41% | 2025 年 | A | 主营业务地区口径 |"
"FOHLSRC-FOHLBASE-013-0141-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","141","141","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L141","ca08e0116d63f3acf3631b88775f4f763f84c6bf735a1e212fb95b3505316bde","98","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 外销收入 | 62.21 亿元,毛利率约 20.22% | 2025 年 | A | 全球化客户基础较强 |"
"FOHLSRC-FOHLBASE-013-0142-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","142","142","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L142","9e0e217731c602c655fe077fdb1762f759b66b2050f240dda6b738150e9a9baf","93","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2026Q1 总收入 | 66.28 亿元,同比增长 14.92% | 2026Q1 | A | 一季报 PDF 口径 |"
"FOHLSRC-FOHLBASE-013-0143-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","143","143","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L143","8e1110f115a204cae802dc3c982594d67c666f0c7e3276aa3e32924dc195db45","92","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2026Q1 归母净利润 | 5.52 亿元,同比 -2.42% | 2026Q1 | A | 一季报 PDF 口径 |"
"FOHLSRC-FOHLBASE-013-0144-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","144","144","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L144","d16a44b092aa282c7e31aed60ed6b0b6bbd0699a2e67c2467745c35003e48146","98","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2026Q1 扣非归母净利润 | 4.73 亿元,同比 -2.77% | 2026Q1 | A | 一季报 PDF 口径 |"
"FOHLSRC-FOHLBASE-013-0145-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","145","145","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L145","62be32704a2eabfd0c4d59f5a8ba8b43a5b047bb26a91dc3ebe689eb82ca43e9","115","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人执行器客户收入拆分 | 未披露 | 2025 年 | A | 未披露客户、产品、单价和供货量 |"
"FOHLSRC-FOHLBASE-013-0147-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","147","147","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L147","b2dbd92605751a29ac9f97ac53ac523267220dd9c7a1264caa76b969f7cc619a","320","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-拓普集团-04-CAPACITY):出货、产能、产销、利用率、良率和交付节奏不得由既有研究迁移稿升级。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-013-0149-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","149","149","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L149","a7f367930f0a44d7fef3b3e9eaf9706f155f20432cb123eb4e979d8c8aa02fc1","48","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 6. 产量、销量、产能与产能利用率"
"FOHLSRC-FOHLBASE-013-0153-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","153","153","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L153","2195b204bf5320702c71cbb06e9654d8c59cd511c0e9f52c1d3182dce9a07145","226","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人核心部件生产基地 | 拟投资 50 亿元、规划用地 300 亩,位于宁波经济技术开发区 | 机器人电驱系统研发生产基地 | 2024 年公告 | A | 实际开工、建设进度、达产时间 |"
"FOHLSRC-FOHLBASE-013-0154-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","154","154","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L154","633fb9b04cdc5d4810af05073d777f0bff2b854eaf5fa373d7dd5840518bec50","233","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 电驱执行器产线 | 公司消息转载称 2 条生产线 2024 年 1 月投产,年产能 30 万套电驱执行器 | 机器人电驱执行器 | 2024 年 | C | 需回公司官网原文或公告确认,产能利用率未披露 |"
"FOHLSRC-FOHLBASE-013-0155-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","155","155","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L155","33da754bb581f9c2977b2a59314a7a382e763553eb67a3293157c5d375d22b38","153","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 空气悬架产能 | 将于 2026 年提升至约 150 万套 | 空气悬架系统 | 2025 年报 | A | 非机器人,但证明复杂总成扩产能力 |"
"FOHLSRC-FOHLBASE-013-0156-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","156","156","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L156","708c2b2042b454cac156578ab0cd31ef2c48485db63b828b6078aaa89e587ed9","175","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 泰国生产基地 | 预计 2026 年上半年建成投产,实现全产品线境外覆盖 | 汽车零部件全球化产能 | 2025 年报 | A | 是否承接机器人产品 |"
"FOHLSRC-FOHLBASE-013-0157-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","157","157","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L157","f55c01b31386fd358dcd7c57bf288e5aac80dd8f44961e44568d15f093dfddc1","107","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人执行器产量/销量 | 未披露 | 机器人执行器 | 2025 年 | A | 需后续年报或 IR |"
"FOHLSRC-FOHLBASE-013-0158-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","158","158","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L158","654eccc7421c17ee137015108dd3823a05f5845bfde468f5981c1f376795f99d","121","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人执行器产能利用率 | 未披露 | 机器人执行器 | 2025 年 | A | 需订单、排产和产线数据 |"
"FOHLSRC-FOHLBASE-013-0160-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","160","160","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L160","9c620ecfa2631cac0e28a0e57f643de541d7039a56228db318f267e1167533ee","317","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-拓普集团-05-CUSTOMER):客户、供货、主供、独供、份额和供应体系关系需要官方或客户侧补证。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-013-0162-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","162","162","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L162","3a8b29c24f343e7211009f89e271e51f456be25e2669a9275cad63458df3a619","39","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 7. 客户、供应链与供货状态"
"FOHLSRC-FOHLBASE-013-0166-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","166","166","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L166","cb617e0f0dda1622980cac7d2ec33e946a67bb6127bac6af5ca10d36112a04a9","314","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 汽车客户基础 | 国内与赛力斯、小米、吉利、比亚迪、奇瑞、理想、蔚来、长城、小鹏等合作扩大;国际与美国创新车企 A 客户、RIVIAN、FORD、GM、STELLANTIS、BMW、MERCEDES-BENZ 等合作 | A | 车端客户和同步开发能力强,是机器人端迁移的基础 |"
"FOHLSRC-FOHLBASE-013-0167-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","167","167","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L167","0d61f2def83697dbcbb957a9ff5e890d24062a470521dd4ee9eb60ac0c94516d","179","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 平台型能力 | 公司推行 Tier0.5 创新商业模式,单车配套产品数量和配套金额提升 | A | 对机器人客户若能参与早期定义,话语权可能强 |"
"FOHLSRC-FOHLBASE-013-0168-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","168","168","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L168","6a235dc9938606938f6e5df023d3efd95d4ef6cb6496441ea2362694b3854b9d","152","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人客户 | 年报只披露“客户认可、多轮送样、项目进展迅速”,未披露客户名称 | A | 不能写成已定点或主供 |"
"FOHLSRC-FOHLBASE-013-0169-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","169","169","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L169","3f1b4aeccae6b5669c017fc18399002340416786b260897ecf41c0a8aa5d378e","135","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人供应链地位 | 研报常把拓普列为机器人执行器总成/Tier1 候选 | C | 需要客户侧公告或订单验证 |"
"FOHLSRC-FOHLBASE-013-0170-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","170","170","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L170","0151abd96c777db808a382ad075ce280c5430ada543f0b6f991d7f9851e79ca4","169","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 新设机器人相关主体 | 2025 年新设宁波灵御触觉有限公司、宁波灵御机器人部件有限公司 | A | 说明组织和业务承载平台在形成 |"
"FOHLSRC-FOHLBASE-013-0171-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","171","171","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L171","07c9214d0c4f6e602f65ae57fbbbd5114aae191d900fc1aa02373a7b08c2d848","132","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 是否进入国内/国际龙头供应链 | 未披露 | A | 特斯拉机器人等说法只能作为研报线索,不作强结论 |"
"FOHLSRC-FOHLBASE-013-0173-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","173","173","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L173","da5639eb96d87b2d88025352a0041ec896cb636c9fbfa89b47b7906450b86d4b","41","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 本体商阵营回填(2026-06-21)"
"FOHLSRC-FOHLBASE-013-0176-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","176","176","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L176","d0acd628f2e8442c891ed082226e2926431e957fd6657277f5176d0b5654a4cc","164","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 增量来源:执行器、结构件和灵巧手若进入头部本体商主链,汽车精密制造和大客户服务能力有望转化为机器人收入弹性。"
"FOHLSRC-FOHLBASE-013-0177-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","177","177","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L177","9075dd702c0a24cf274ff94a9de8df5a56d6cb08fd0d86637d87e5f4beb3f28a","188","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 待验证边界:已有机器人收入锚但规模仍小,客户、具体产品、主供 / 二供位置、供货量和毛利率未披露,不能直接写成头部客户确定供应。"
"FOHLSRC-FOHLBASE-013-0179-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","179","179","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L179","bb5f8d6db2b0b34492b33aee3aecd7b4bad38567b9c1d56d73edb31a522ecf07","300","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-拓普集团-06-ASP):ASP、毛利、寿命、售后和返修口径均保留为缺口或待核验事实。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-013-0181-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","181","181","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L181","28165afe0771553374ae696b75f35d0b289a3aa1a7a934445b8d7bfa9242e09e","36","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 8. ASP、寿命、交付与售后"
"FOHLSRC-FOHLBASE-013-0185-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","185","185","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L185","ed4466aed7548f4e3cffe6147f2fffe8bbb890b0e7b83c753477b0c2ba4cee8b","102","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 执行器 ASP | 未披露 | A | 年报只披露机器人执行器收入和成本,未披露数量 |"
"FOHLSRC-FOHLBASE-013-0186-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","186","186","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L186","0470915bb0c264402798bec25f71b5f836c67cb18c9f2c799abd05eb9a2eb4d7","176","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 单机价值量 | 年报称每台机器人需要数十个运动执行器,单机价值约数万元人民币 | A | 可用于判断执行器重要性,不等同拓普收入 |"
"FOHLSRC-FOHLBASE-013-0187-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","187","187","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L187","78b4ffc9aa95f059d47809931dd2237a5a1dfc1b9bcbb113aec6aeb236bad246","83","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 寿命 / 更换周期 | 未披露 | A | 需要产品手册或客户验收标准 |"
"FOHLSRC-FOHLBASE-013-0188-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","188","188","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L188","1850fe133fd15c189258ff0a31721f52950b84d20d4b96f127fb0e7894f8e067","172","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 交付能力 | 车端具备全球制造和大规模交付经验;机器人端未披露交付周期 | A/C | 不能把汽车交付能力直接等同机器人产线成熟 |"
"FOHLSRC-FOHLBASE-013-0191-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","191","191","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L191","3da28f4f3d7ccfc946a36b2bd90d87f25241941b251a0dbdc7d5cd759bb52d35","33","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 9. 成本结构与利润弹性"
"FOHLSRC-FOHLBASE-013-0198-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","198","198","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L198","640efa43e9a381dade8c260c3c77d3decbaaa70c84033d9f8a75500e4ca6b375","104","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 传感器 / 编码器 | 决定位置反馈和力控能力 | A | 传感器技术路线和客户验证 |"
"FOHLSRC-FOHLBASE-013-0199-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","199","199","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L199","542d2da77f1116c8e263abedb19c29a1e7a91bbe969b6c0700ea4853059a9984","119","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 精密加工和总成装配 | 决定良率、一致性、成本和交付 | A | 机器人产线良率、自动化率 |"
"FOHLSRC-FOHLBASE-013-0200-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","200","200","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L200","75b260d04a335769c76c2c94babdfbebef0cfc91d7acb9d9990ee21da98aacd3","113","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 电子柔性皮肤 | 可能延伸到触觉感知利润池 | A | 是否自研、是否有客户、性能指标 |"
"FOHLSRC-FOHLBASE-013-0202-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","202","202","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L202","79f3448f2515c14f82afa5747df430cb67f148cb4d9b758f574bc4d27e06c945","25","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 10. 增量来自哪里"
"FOHLSRC-FOHLBASE-013-0206-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","206","206","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L206","6c87571394c829b0dc07465ed32072e39da9a398c193ca9753fd8f54fa8aca62","170","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人执行器从送样进入量产 | 2025 年机器人执行器收入 1359.12 万元 | 早期高弹性 | 2026 年收入是否放大、客户数量和主供份额 |"
"FOHLSRC-FOHLBASE-013-0207-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","207","207","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L207","b17dd86f7bc9b6b0eedba96369f258c2fa19700ae502ada7bac20876f1d3797a","133","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 50 亿元机器人基地 | 拟投建机器人核心部件生产基地 | 中长期高弹性 | 建设进度、产能、订单覆盖 |"
"FOHLSRC-FOHLBASE-013-0208-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","208","208","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L208","7e3f4317f2e937660bbfd4ea64e9181db19d5a011c2b6b1a6568513ac7781806","136","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 车端 Tier0.5 迁移 | 大客户协同开发、全球产能和降本能力 | 中高 | 机器人客户是否接受其系统级方案 |"
"FOHLSRC-FOHLBASE-013-0209-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","209","209","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L209","84e99d02e7685cca2e0d3a657b65888f5053d9cba637d1df5ab59288c6a532e5","154","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人平台化矩阵 | 执行器、结构件、传感器、足部减震器、柔性皮肤 | 高弹性但不确定 | 哪些产品真正收入确认 |"
"FOHLSRC-FOHLBASE-013-0210-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","210","210","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L210","ea72d88c0515d6c751577185926fc74671840a1c55b6a132af43e001b50d000d","167","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 热管理和液冷外延 | 年报披露液冷服务器等首批订单 15 亿元,并应用于机器人等行业 | 中 | 机器人热管理是否形成独立收入 |"
"FOHLSRC-FOHLBASE-013-0212-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","212","212","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L212","43054907802d078de3cfaf89e4654c8a57b3e13cf5a7671eac0b26d9e5774c7f","37","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 11. 团队、治理与组织能力"
"FOHLSRC-FOHLBASE-013-0217-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","217","217","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L217","d2a97ddd5eaaa0aff6dd7b57005a59043857cbbd8de6c4353e1b53c7cf355571","242","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 相关经验和年限 | 公司长期做汽车 NVH、底盘、内外饰、热管理、空气悬架和智能驾驶系统,机器人执行器是汽车 Tier0.5 平台能力迁移。 | 大客户同步开发和总成制造经验是加分项。 |"
"FOHLSRC-FOHLBASE-013-0218-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","218","218","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L218","c36b7cf8fa9becf33e98b243dc8f8b1b9868e18292625c3feea014bb9a201d59","154","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 重要人物 | 未披露机器人业务关键人物;实际控制人和平台型客户资源对组织推进有影响。 | 重要人物资料待补。 |"
"FOHLSRC-FOHLBASE-013-0220-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","220","220","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L220","22bdf6ac94879be3fd5e395d69a7f8545a13f0c13e0b5395c7a1ece997c6aff3","213","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 分拆上市 / 母公司关系 | 机器人执行器仍在上市公司体系内;2025 年新设宁波灵御触觉有限公司、宁波灵御机器人部件有限公司等主体。 | 组织承载逐步形成。 |"
"FOHLSRC-FOHLBASE-013-0221-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","221","221","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L221","5425114b4497d653f55b9d884a2515bfca5c114fccf8ed2d3711849459b321a4","118","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 研发投入 | 2025 年研发费用 14.96 亿元。 | 研发绝对额高,但机器人专项研发占比未拆。 |"
"FOHLSRC-FOHLBASE-013-0222-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","222","222","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L222","7f54d66130b4ded9926b3d147e35868dccdb1831d92114bc9dd05699a3c16ce8","211","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 组织能力 | 车端客户、全球产能、精密制造和大规模交付能力强;机器人执行器 2025 年已确认收入 1359.12 万元。 | 主业组织能力强,机器人端已有初始收入。 |"
"FOHLSRC-FOHLBASE-013-0223-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","223","223","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L223","3e1bd365b447849916ab7b3ebc0290b6653be07a13345b14003e46715f1a411a","223","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 经营与披露风格 | 偏乐观但有收入锚:年报披露多轮送样和项目进展迅速,同时已经单列机器人执行器收入;客户、定点和供货量仍未披露。 | 不能把送样写成主供。 |"
"FOHLSRC-FOHLBASE-013-0224-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","224","224","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L224","f8d1ed4e28730b3be3972ebef0e5e95f77fdfd333f2bd1b88ba995842ad0f010","212","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 历史兑现能力 | 车端平台业务兑现强;机器人业务收入占比约 0.05%,50 亿元基地和 30 万套产线仍需订单覆盖和利用率验证。 | 主业兑现强,机器人兑现早期。 |"
"FOHLSRC-FOHLBASE-013-0225-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","225","225","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L225","0ea0327001de8385efc47354b19826cf55da81e8b5a182f04ceee16d5ae0b395","193","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心判断 | 团队和组织能力是加分项,但机器人业务还是观察项;关键是能否从 1359 万元收入扩到可持续客户和规模订单。 | 加分项 + 观察项。 |"
"FOHLSRC-FOHLBASE-013-0227-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","227","227","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L227","ef3aa13da497d47cab2889a7bb58cee5a868892fa237501fab2c8c68f382f11d","34","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 12. 证据等级与资料来源"
"FOHLSRC-FOHLBASE-013-0231-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","231","231","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L231","2b4a4b8f6f4456c5825b3ccd232be775694f0f33446d5f52d24267e107299cff","193","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-066 / CC-065 | 2025 年年度报告 HTML / PDF | A | 机器人执行器收入、成本、产品边界、事业部、客户送样、收入结构 | 客户名称、供货量、ASP 未披露 |"
"FOHLSRC-FOHLBASE-013-0232-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","232","232","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L232","7a7d1b0f63f474fa13f8aa8fda2fc7a6e2200b5238a4bbe49e7533d6bc8b93c5","130","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-026 | 2025 年年度报告摘要 | A | 主营业务、机器人执行器事业部、年度财务摘要 | 信息较摘要化 |"
"FOHLSRC-FOHLBASE-013-0233-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","233","233","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L233","e2a8b66ea3a24e85c4fbd75c11bd795020ceada44c4b457952fcae6656a331d7","116","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-066 | 2026 年一季报 PDF | A | 季度收入、利润、现金流、研发费用 | 未披露机器人业务 |"
"FOHLSRC-FOHLBASE-013-0234-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","234","234","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L234","7abb651b9a743cfbb1e0249b3029a3afb3df7da72e384fde3e162b1a8df1e497","234","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-068 / 公开公告镜像 | 机器人电驱系统研发生产基地项目投资协议公告 | A | 50 亿元投资、300 亩、宁波经开区、机器人核心部件基地 | 本地抽取不完整,已用公开公告镜像复核 |"
"FOHLSRC-FOHLBASE-013-0235-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","235","235","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L235","c442531eedd9ef0ed1dab1aba4d7ec2392d1c6f28aadc7da49fd5eb85f494b64","176","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 证券时报公司消息转载 | 机器人电驱系统生产线投产 | C | 2 条产线、年产能 30 万套电驱执行器 | 非交易所公告,需回公司官网原文 |"
"FOHLSRC-FOHLBASE-013-0236-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","236","236","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L236","685d8fe5cb38b0e96ee86709f9d55cc4556c039635ae311c837475a9f18953e9","71","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-025 | 官网 | B | 产品矩阵入口 | 本地抽取正文较少 |"
"FOHLSRC-FOHLBASE-013-0237-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","237","237","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L237","9bbea23f8bb6838c252ebdf143faf12dc5537881beefe97f5a83806f8c2333e3","134","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 执行器专题研报 | 本地研报 | C | 单机价值量、客户线索、产能线索 | 测算与客户判断需客户侧确认 |"
"FOHLSRC-FOHLBASE-013-0239-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","239","239","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L239","9ae15cf0e965d6996679f21798fbb415a25da05ab0fc979749bbe3a759096ee4","310","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-拓普集团-07-RISK):风险、估值弹性和投资相关表述不得替代证据结论,不构成投资建议。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-013-0241-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","241","241","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L241","7a56d9f16ee1ff588205ba426c54ea732aec0ea1eea8b4a81742a59636e92981","22","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 13. 待验证问题"
"FOHLSRC-FOHLBASE-013-0245-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","245","245","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L245","6392e27f6fa4779dfb2183ee6610ee6b141536a262345f2c8f65920f3f4477da","150","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高 | 2025 年机器人执行器收入 1359 万元具体对应哪些产品、客户和数量? | 年报问询回复、IR 纪要、客户侧公告 |"
"FOHLSRC-FOHLBASE-013-0246-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","246","246","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L246","c31a94da228b8c9945e230624da65a94ba0091560aa4d134a65e1987e65829c9","154","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高 | 直线执行器、旋转执行器、灵巧手电机分别处于送样、小批量还是批量供货? | 公司 IR、客户验收、采购公告 |"
"FOHLSRC-FOHLBASE-013-0247-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","247","247","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L247","82a4ea22fc1c3d06f3a169af1b045c96454f0eb5eacba4395986264dc311f466","137","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高 | 50 亿元机器人基地建设进度、规划产能和达产收入如何? | 后续项目公告、环评/备案、年报更新 |"
"FOHLSRC-FOHLBASE-013-0248-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","248","248","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L248","febbad452fd7256cb39236e41df2992408a7ddf46cb57a42410a07f6581d67f7","136","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高 | 30 万套电驱执行器产线是否仍在运行,产能利用率多少? | 公司官网原文、调研纪要、产线公告 |"
"FOHLSRC-FOHLBASE-013-0249-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","249","249","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L249","2848a657bed8a5d05f468bf687c298580cc78a803b1d7efb95b5fc01b74a2d52","158","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中 | 是否进入 Tesla、国产头部本体厂或其他海外龙头机器人主力供应链? | 客户侧确认、合同/订单、供应商大会信息 |"
"FOHLSRC-FOHLBASE-013-0250-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","250","250","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L250","210b160ae5c81e1c42975b478256206d8037f5488184282981d8ac7fcfb685ae","125","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中 | 执行器 ASP、寿命、更换周期和质保条款是多少? | 产品手册、客户采购规格、售后条款 |"
"FOHLSRC-FOHLBASE-013-0251-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","251","251","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L251","17f2c9659fc5d34807b145f622c492a3bd772c13cc8ff2d846884e34fca6a7cc","115","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中 | 机器人业务毛利率能否维持或提升? | 后续收入成本披露、产能爬坡和良率数据 |"
"FOHLSRC-FOHLBASE-013-0252-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","252","252","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L252","40f9486e005db047eb873d04231e865eb1ba5e81bdf870a0a3b50112f8df7530","139","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中 | 电子柔性皮肤、传感器、足部减震器是否形成独立产品线? | 产品页、专利、客户验证和收入拆分 |"
"FOHLSRC-FOHLBASE-013-0254-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","254","254","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L254","09170d3cc95ba075e4741e8867e4bfa2e01bb0c306b1c84ed5b06da4ebbb99cc","49","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 第二批客户侧证据补证(2026-06-21)"
"FOHLSRC-FOHLBASE-013-0258-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","258","258","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L258","89a94e8a8b84d9751c26536e9a4ee3e02b0fc38ea0a87eac4e68c3b00a5b9761","123","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 本批证据阶段 | A 级:公司侧机器人执行器早期收入 + 多品类样品推进;客户侧仍待验证。 |"
"FOHLSRC-FOHLBASE-013-0259-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","259","259","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L259","138e127bbfe041d0df361eab9ff9722fbd6c2e1d431c678399422b695ebfbf0d","235","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 已可使用资料 | CC-025、CC-026、CC-065、CC-066、CC-067、CC-068;已披露机器人执行器收入和毛利率,且线性执行器、旋转执行器、灵巧手电机、结构件、传感器等方向均有推进线索。 |"
"FOHLSRC-FOHLBASE-013-0260-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","260","260","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L260","ed2df0adbe968d2d71c076fc34c9848a76df5ad1e7c07e8c8f77acd5259b9f2c","172","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 可回填结论 | 可写“公司已形成机器人执行器早期收入,并从线性执行器扩展至旋转执行器、灵巧手电机和结构件等多品类”。 |"
"FOHLSRC-FOHLBASE-013-0261-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","261","261","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L261","a33e05ff1da3a145e0d6e211c72bf4b31d6f15fbd5370219e33f83037b74caa1","139","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 不能外推 | 不写具体客户名称、供货数量、主供比例或单套价值量;不把基地投资直接写成客户订单。 |"
"FOHLSRC-FOHLBASE-013-0262-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","262","262","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L262","15a3002a69ed118e7f0d5c3b7ee1db7304060ecb103d8aca0fc83a64c666dc54","131","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 下一步补证 | 客户侧供应链证据、产品数量、订单金额、执行器 ASP、产品寿命和项目达产节奏。 |"
"FOHLSRC-FOHLBASE-014-0004-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","4","4","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L4","29e3c035779e705b933001216d784b3b81fa66e0ea7e5e1da927d0659cc2a9e0","33","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> case_id: ANA-ROBOT-INDUSTRY-001"
"FOHLSRC-FOHLBASE-014-0005-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L5","190ce0e7ffd5eaee5af6e606354670e57c4c578eb4ad1461a0db04bd08860b29","55","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> run_id: RUN-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"FOHLSRC-FOHLBASE-014-0005-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L5","190ce0e7ffd5eaee5af6e606354670e57c4c578eb4ad1461a0db04bd08860b29","55","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> run_id: RUN-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"FOHLSRC-FOHLBASE-014-0006-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","6","6","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L6","ad362c060d06a95bd6db51db36da4d60567782ec40cfc21000f64abdd745f3d4","41","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> batch_id: BATCH-ANA-ROBOT-MIGRATION-002"
"FOHLSRC-FOHLBASE-014-0007-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L7","fc92d9f8c86cbb689b77e6aa6a916b38a0747d9a4a7b870534f869c497049bf6","122","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> status: BATCH002_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW / SNAPSHOT_EXECUTION_PREPARED_NOT_OUTPUT_PASS"
"FOHLSRC-FOHLBASE-014-0007-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L7","fc92d9f8c86cbb689b77e6aa6a916b38a0747d9a4a7b870534f869c497049bf6","122","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> status: BATCH002_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW / SNAPSHOT_EXECUTION_PREPARED_NOT_OUTPUT_PASS"
"FOHLSRC-FOHLBASE-014-0010-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","10","10","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L10","490ce7b9c81c928bee290b759925fae40bf0c9d3419f9ab7286b5fe464f37718","90","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> candidate_freeze: ../../../manifest/second_batch_execution_candidate_freeze_20260704.csv"
"FOHLSRC-FOHLBASE-014-0011-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","11","11","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L11","f3100b18b4f05ddc370c125b195513f4e9b6e699a55d610b05f6ea6ae72f6703","108","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> fact_execution_version: ../../../evidence/candidate_fact_execution_version_second_batch_core8_20260704.csv"
"FOHLSRC-FOHLBASE-014-0012-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","12","12","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L12","3653fa69304dd02dd742a0828ad24e679ca334479bb97feeb5fd70c1b2601788","86","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> field_summary_cn: ../../../evidence/second_batch_core7_field_summary_cn_20260704.csv"
"FOHLSRC-FOHLBASE-014-0013-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","13","13","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L13","57818180034d79f45bdbf74f6b143fb8425c2fd377065404dcbe930f3f4d01a9","94","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> body_downgrade_scope: ../../../evidence/second_batch_core7_body_downgrade_scope_20260704.csv"
"FOHLSRC-FOHLBASE-014-0017-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","17","17","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L17","e395adef2e455830de76398fc1042ecae3a54f2a894af760062a210eefd265a7","73","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> paragraph_rewrite_run: RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001"
"FOHLSRC-FOHLBASE-014-0017-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","17","17","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L17","e395adef2e455830de76398fc1042ecae3a54f2a894af760062a210eefd265a7","73","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> paragraph_rewrite_run: RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001"
"FOHLSRC-FOHLBASE-014-0018-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","18","18","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L18","75e6a36107307fb35359bd26ae694899a3a0a877951e81f8b84f7a5ee82eeb3a","110","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> primary_source_snapshot_plan: ../../../evidence/second_batch_core7_primary_source_snapshot_plan_20260704.csv"
"FOHLSRC-FOHLBASE-014-0022-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","22","22","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L22","49fd9fc2309aa8c5fd777a37442025b6c31aa112d370311394f97814971bf72e","70","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> snapshot_execution_run: RUN-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001"
"FOHLSRC-FOHLBASE-014-0022-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","22","22","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L22","49fd9fc2309aa8c5fd777a37442025b6c31aa112d370311394f97814971bf72e","70","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> snapshot_execution_run: RUN-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001"
"FOHLSRC-FOHLBASE-014-0023-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","23","23","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L23","ad1bf8ca7f56956f90c5e796e3a0bcac5930b992c295bbbe2fd2e0f09b07e387","92","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> evidence_summary_cn: ../../../evidence/second_batch_core7_evidence_summary_cn_20260704.csv"
"FOHLSRC-FOHLBASE-014-0024-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","24","24","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L24","0f88de0fc7b8d3e647f532ab818cea5afe7ff53f99963af4adc7bc4ddac7d46d","89","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> page_extract_manifest: ../../../evidence/primary_source_page_extract_core7_20260704.csv"
"FOHLSRC-FOHLBASE-014-0025-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","25","25","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L25","13e9af41b430cdbaeb893d4524fdcad2cce54ef0345569f7e08369cafd169593","90","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> snapshot_manifest: ../../../evidence/primary_source_snapshot_manifest_core7_20260704.csv"
"FOHLSRC-FOHLBASE-014-0026-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","26","26","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L26","efe2c4b882698490a74cca75da3dad9a8077b09bd418bac109d25a549673fe1d","100","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> paragraph_rewrite_scope: ../../../evidence/second_batch_core7_paragraph_rewrite_scope_20260704.csv"
"FOHLSRC-FOHLBASE-014-0027-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","27","27","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L27","e36a6b5c3e4e8f581bb5f42a36ef184b096a620ba47c87e757f1fec3672d054f","63","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> source_review: AUDIT-ANA-ROBOT-SECOND-BATCH-OUTPUT-REPAIR-001"
"FOHLSRC-FOHLBASE-014-0027-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","27","27","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L27","e36a6b5c3e4e8f581bb5f42a36ef184b096a620ba47c87e757f1fec3672d054f","63","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> source_review: AUDIT-ANA-ROBOT-SECOND-BATCH-OUTPUT-REPAIR-001"
"FOHLSRC-FOHLBASE-014-0028-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","28","28","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L28","61a7c6d99ea21c1856967fd8326464d9cf7fe7a462e79ad592be4c086835a06f","48","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> source_message: msg_20260704195534274_2e32aa67"
"FOHLSRC-FOHLBASE-014-0029-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","29","29","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L29","9e0c1b16d411cb585c2ee533a843d8eff690a2c4f2b5785cb10c1ffb837563e8","25","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> frozen_date: 2026-07-04"
"FOHLSRC-FOHLBASE-014-0031-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","31","31","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L31","c660f965465b67c897c12358553bc38c982b164a29633697907ca77d31a24dfa","33","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0. 第二批迁移输出门禁"
"FOHLSRC-FOHLBASE-014-0033-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L33","ef7873e75d7860878bc3f1d4ed1c5e22734d24b8f6ad28b185ee6a22798516d6","128","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 本页仅是项目体系内第二批迁移待审草稿,不代表审核通过、正式扩池、完成状态或对外交付。"
"FOHLSRC-FOHLBASE-014-0034-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L34","348ebd2670ef608e5414f636136d1934039aacd1e24ab0caad15e1a509c0f49d","109","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 核心 7:埃斯顿、奥普特、长光华芯、天准科技、凌云光、禾川科技、双环传动。"
"FOHLSRC-FOHLBASE-014-0036-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","36","36","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L36","fdfe29b1487f40edd810bf3a0d459db983a0b8d36cac83c100e91127dd1912fa","221","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 12 个相邻 / 供应链候选继续排除:鼎通科技、恒锋工具、飞荣达、宏发股份、沃尔德、鹏辉能源、日发精机、嵘泰股份、沃特股份、立讯精密、中石科技、银轮股份。"
"FOHLSRC-FOHLBASE-014-0037-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","37","37","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L37","c253b1ffb38b4c432ef78cdb1a5b3b1f956676426882407a5ab02521fef17ad2","132","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 本公司 primary source 核验摘要:范围 / 产品层支持 3 条,强字段仍缺口 2 条,缺口 / 边界保留 4 条。"
"FOHLSRC-FOHLBASE-014-0038-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","38","38","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L38","48cf1a1be2cab12ed1247a34c68ffbd6a7700aa9db45547e6986eb7c07998fd8","197","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 收入 / 订单、产能 / 产销、客户供货、ASP / 毛利 / 寿命等强字段全部维持 `DATA_GAP_REVIEW` 或 `PENDING_PRIMARY_SOURCE_REVIEW`,不得从范围 / 产品层证据升级。"
"FOHLSRC-FOHLBASE-014-0040-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","40","40","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L40","457969e30c0fd618d1104dd272d566126ea512bbd72c4d5a2cd5e203b1debc20","139","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 正文保留既有研究成果承接内容;下表和 0.2 节给出本轮输出前必须保留的字段级与段落组级降读口径。"
"FOHLSRC-FOHLBASE-014-0042-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","42","42","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L42","98f095c434a1f05171fda355bb1a7917417de2c2b2e5154bfed505335ee38c48","37","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.1 待核验事实 / 缺口结构"
"FOHLSRC-FOHLBASE-014-0046-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L46","6458f13531d1fdeacbcbaae5e24211d1c880f2ac2b2614619d954ac287a30ced","397","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人定位 | `PRIMARY_SOURCE_VERIFIED_SUPPORTS_SCOPE_OR_PRODUCT / 范围 / 产品层支持` | 仅作为范围 / 产品层待审输出,不代表强字段成立 | `CORE8_CANDIDATE_FACT_NEEDS_PRIMARY_CHECK` | 官方来源可支持机器视觉装备、边缘控制器或机器人控制器相关产品线的范围 / 产品层相关性;订单、客户和交付强字段仍需逐项核验。 |"
"FOHLSRC-FOHLBASE-014-0047-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","47","47","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L47","71f18322c87b815a173d131ba602506617b350d5482588980261bc477e207c99","397","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产业链环节 | `PRIMARY_SOURCE_VERIFIED_SUPPORTS_SCOPE_OR_PRODUCT / 范围 / 产品层支持` | 仅作为范围 / 产品层待审输出,不代表强字段成立 | `CORE8_CANDIDATE_FACT_NEEDS_PRIMARY_CHECK` | 官方来源可支持机器视觉装备、边缘控制器或机器人控制器相关产品线的范围 / 产品层相关性;订单、客户和交付强字段仍需逐项核验。 |"
"FOHLSRC-FOHLBASE-014-0048-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L48","4e028fe91e40acc8df1dd97561faddccd2738ececa03df91b1e2723c877aa066","332","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心判断 | `GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE / 缺口 / 边界保留` | 移入待核验事实 / 缺口结构;不得写成正式事实 | `CORE8_STRONG_FIELD_GAP_OR_BOUNDARY` | 按事实层执行版保留缺口或边界;本轮不新增强结论,后续只有补到官方可复核来源后才能升级。 |"
"FOHLSRC-FOHLBASE-014-0049-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L49","11d87fa40a07bc869d7655e9027cd1c82574e043d16be023ba2b9c5d69b5519b","406","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人产品 / 方案 | `PRIMARY_SOURCE_VERIFIED_SUPPORTS_SCOPE_OR_PRODUCT / 范围 / 产品层支持` | 仅作为范围 / 产品层待审输出,不代表强字段成立 | `CORE8_CANDIDATE_FACT_NEEDS_PRIMARY_CHECK` | 官方来源可支持机器视觉装备、边缘控制器或机器人控制器相关产品线的范围 / 产品层相关性;订单、客户和交付强字段仍需逐项核验。 |"
"FOHLSRC-FOHLBASE-014-0050-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","50","50","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L50","54c898cd056119b9d275ada94275dc1d52eedf6b84791a26efc2d4949594b708","377","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 收入 / 订单 | `PRIMARY_SOURCE_CHECK_EXECUTED_FIELD_REMAINS_GAP / 强字段缺口` | 移入待核验事实 / 缺口结构;不得写成正式事实 | `CORE8_STRONG_FIELD_PRIMARY_SOURCE_GAP` | 已执行官方来源核验,未核验到机器人专项收入、订单金额或营收占比等强字段披露;本字段保留为收入 / 订单缺口,不写正式事实。 |"
"FOHLSRC-FOHLBASE-014-0051-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","51","51","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L51","68e5bcab937c6271b0bf950b44b9702888dd5d329fa354235a0e792f2a332d16","383","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产能 / 产销 / 利用率 | `GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE / 缺口 / 边界保留` | 移入待核验事实 / 缺口结构;不得写成正式事实 | `CORE8_STRONG_FIELD_GAP_OR_BOUNDARY` | 未核验到机器人专项产量、销量、产能利用率或出货规模的官方可复核披露;本字段保留为产能 / 产销缺口,不写正式事实。 |"
"FOHLSRC-FOHLBASE-014-0052-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","52","52","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L52","8895d77936418d7f5ff0ec278cf2303f96b80d3909d06a305e42aa78ce14a751","341","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户供货状态 | `PRIMARY_SOURCE_CHECK_EXECUTED_FIELD_REMAINS_GAP / 强字段缺口` | 移入待核验事实 / 缺口结构;不得写成正式事实 | `CORE8_STRONG_FIELD_PRIMARY_SOURCE_GAP` | 未核验到客户名称、供货状态、主供 / 独供或供货份额的官方可复核披露;本字段保留为客户供货缺口。 |"
"FOHLSRC-FOHLBASE-014-0053-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","53","53","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L53","a99a488be296d28f0bd47a062bb0e58d61146fb0667db1695975f171bff882fd","360","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP / 毛利 / 寿命 | `GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE / 缺口 / 边界保留` | 移入待核验事实 / 缺口结构;不得写成正式事实 | `CORE8_STRONG_FIELD_GAP_OR_BOUNDARY` | 未核验到 ASP、毛利率、寿命、更换周期或交付周期等官方可复核披露;本字段保留为价值量 / 毛利 / 寿命缺口。 |"
"FOHLSRC-FOHLBASE-014-0054-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","54","54","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L54","62b066e8ddd1f266f414ed8ab7bc88c2595616448d640d5f651a4a1b40272b99","369","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 强字段缺口边界 | `GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE / 缺口 / 边界保留` | 移入待核验事实 / 缺口结构;不得写成正式事实 | `CORE8_STRONG_FIELD_GAP_OR_BOUNDARY` | 强字段仍缺少 primary source 级别的事实值、证据位置和结论强度支撑;本轮只记录缺口编号、影响范围和后续补证要求。 |"
"FOHLSRC-FOHLBASE-014-0056-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","56","56","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L56","6c2c3796aef870b4393eac74f6d4cef2c2bcc261bec21c9733c4e69e66e2186f","37","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.2 正文级降读和证据标注"
"FOHLSRC-FOHLBASE-014-0062-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","62","62","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L62","aea435902e6545f8a2a273a36a41c8d86b4ab5dd5740977b3b36dd2fcfe93c3e","318","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司结论与基本判断 | 机器人定位、核心判断、产品 / 方案 | 保留为范围 / 产品层待审读法;不得写成正式公司结论、投资排序或收益判断 | 以 0.1 表中的范围 / 产品层记录为准 | 输出通过前补官方页码、产品页或人工快照作为可复核证据 |"
"FOHLSRC-FOHLBASE-014-0063-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","63","63","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L63","e37ca234b65d6a7bd9a728304a3ba5288ff89e877b1e76cf3d6807f0c779cf7e","354","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 收入、利润、订单和营收占比 | 收入、订单、机器人业务占比、利润弹性 | 统一降读为 DATA_GAP_REVIEW 或 PENDING_PRIMARY_SOURCE_REVIEW;不得作为机器人专项收入或订单事实 | 以 0.1 中强字段缺口 / 边界记录为准 | 补年报页码级抽取、交易所公告、官方 IR 或客户侧可复核来源 |"
"FOHLSRC-FOHLBASE-014-0064-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","64","64","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L64","2e120f5a04dbe449ccf7988776a5c27b662e146dc9f15138c7a94b52a93b9cc7","327","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产量、销量、产能、市场份额 | 出货量、产销、产能利用率、市占率、批量供货 | 统一降读为待核验线索;不得推导供给能力、份额或规模地位 | 以 0.1 中产能 / 产销 / 利用率记录为准 | 补官方产销表、年报表格、产品线披露或第三方可复核统计 |"
"FOHLSRC-FOHLBASE-014-0065-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","65","65","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L65","9dc27b888bdc0b0119576645ce4843cc42100dba249073025922a400178ec1dc","318","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户、供应链和供货状态 | 客户名称、供货量、主供 / 独供、份额、复购 | 统一降读为客户 / 供应链待核验线索;不得写成确认供货关系 | 以 0.1 中客户供货状态记录为准 | 补公司公告、客户侧公告、采购 / 中标、官方合作披露或人工快照 |"
"FOHLSRC-FOHLBASE-014-0066-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","66","66","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L66","b35cda1eb510525081ba30764426e81444dc931a6bb47af098ff864a7878fb7c","331","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP、毛利、寿命和交付 | 单价、毛利率、寿命、更换周期、交付周期 | 统一降读为缺口;不得用于单机价值量、盈利弹性或估值敏感性强结论 | 以 0.1 中 ASP / 毛利 / 寿命记录为准 | 补产品报价、分业务毛利、可靠性测试、订单 / 交付周期等官方来源 |"
"FOHLSRC-FOHLBASE-014-0070-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","70","70","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L70","e83ea51691f1c1725cbfeb6a37e4642ea2a0e028b2059c8422cf49e53dfc05c6","37","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.3 正文逐段降读改写记录"
"FOHLSRC-FOHLBASE-014-0072-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","72","72","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L72","467cdb233c9c9006ad09388e26f8af1cad03d1850ed672df39afc2f7bb377d2c","254","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> 本节承接 AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001,并落实 NEXT-ROBOT-027;以下标注已同步插入正文原承接稿对应标题前。正文仍为待审输入,不代表输出通过、对外交付、正式扩池或强字段升级。"
"FOHLSRC-FOHLBASE-014-0072-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","72","72","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L72","467cdb233c9c9006ad09388e26f8af1cad03d1850ed672df39afc2f7bb377d2c","254","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 本节承接 AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001,并落实 NEXT-ROBOT-027;以下标注已同步插入正文原承接稿对应标题前。正文仍为待审输入,不代表输出通过、对外交付、正式扩池或强字段升级。"
"FOHLSRC-FOHLBASE-014-0076-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","76","76","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L76","10a4dd15489091ebef71f5ede8371febace78bd4c93215c46f11d9e5a5b8bc86","280","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司结论与基本判断 | ## 1. 公司结论 | 机器人定位、核心判断、产品 / 方案 | 保留为范围 / 产品层待审线索,不写成审核通过结论、投资排序或对外交付事实。 | 补官方页码级证据、产品页或官方可复核快照。 |"
"FOHLSRC-FOHLBASE-014-0077-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","77","77","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L77","29b20a36f783c9814ecc7298587d5712f3d64a2a49c4426076545ed51e568626","326","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 收入、利润、订单和营收占比 | ## 5. 收入、利润与营收占比 | 收入、订单、机器人业务占比、利润弹性 | 统一降读为待核验事实 / 缺口,不写机器人专项收入、订单或利润事实。 | 补年报页码级抽取、交易所公告、官方 IR 或客户侧可复核来源。 |"
"FOHLSRC-FOHLBASE-014-0078-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","78","78","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L78","6218b34fc0214a16a9e6d91aa769b4b7b7823ccf7f608429a42c05627f7adb83","334","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产量、销量、产能、市场份额 | ## 6. 产量、销量、产能与产能利用率 | 出货量、产销、产能利用率、市占率、批量供货 | 统一降读为待核验线索,不据此推导供给能力、份额或规模地位。 | 补官方产销表、年报表格、产品线披露或第三方可复核统计。 |"
"FOHLSRC-FOHLBASE-014-0079-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","79","79","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L79","9923ffc153cf92c10dde1339f8abb210b43924582d751f8a84d9f65b8ebdc848","319","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户、供应链和供货状态 | ## 7. 客户、供应链与供货状态 | 客户名称、供货量、主供 / 独供、份额、复购 | 统一降读为客户 / 供应链待核验线索,不写成确认供货关系。 | 补公司公告、客户侧公告、采购 / 中标、官方合作披露或人工快照。 |"
"FOHLSRC-FOHLBASE-014-0080-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","80","80","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L80","ac708d1f541deaec398bf233636fab5ea09c8bf9ed54c0bc9dda42fbadd81483","334","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP、毛利、寿命和交付 | ## 8. ASP、寿命、交付与售后 | 单价、毛利率、寿命、更换周期、交付周期 | 统一降读为价值量 / 盈利 / 寿命缺口,不支撑单机价值量或盈利弹性强结论。 | 补产品报价、分业务毛利、可靠性测试、订单 / 交付周期等官方来源。 |"
"FOHLSRC-FOHLBASE-014-0081-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","81","81","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L81","7aef46fd1dd3b08287c8931baf227718e80e9e1a3114d3c457366dc64c7ab343","310","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 成本结构与盈利敏感性 | ## 9. 成本结构与利润弹性 | 成本拆分、毛利率、单机价值量、国产替代弹性 | 统一降读为成本结构待核验线索,不写成盈利弹性或价值量结论。 | 补官方成本、分业务毛利、产品价格或可复核的第三方统计。 |"
"FOHLSRC-FOHLBASE-014-0082-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","82","82","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L82","35cf8a8c149f791a3f0e7e298c962d58d3fd613fd3e06c3f8a7aa99c688da106","287","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 增量方向、确定性和弹性 | ## 10. 增量来自哪里 | 增量来源、确定性、弹性、投资读法 | 仅保留为研究观察方向,不构成投资排序、交易建议或收益承诺。 | 输出通过前改写为观察条件、触发条件、失效条件和风险。 |"
"FOHLSRC-FOHLBASE-014-0083-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","83","83","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L83","9491ab8d9ea3796a45902345b925ac6d73ba4fc7d975f705b31839a5bbebf5bd","64","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.4 primary source 快照 / 页码级证据补强执行记录"
"FOHLSRC-FOHLBASE-014-0085-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","85","85","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L85","09de611b1a660d8132e7e0e9dbe3a88569381d30c01b13d7398028933c197098","407","3","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> 本节承接 AUDIT-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001、AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001 返修意见和 NEXT-ROBOT-028A。本轮仅修复公司页占位符并写入真实页码抽取状态;不重跑已冻结的 18 条快照 manifest、7 条 page extract 表和 63 条中文证据摘要,也不代表输出通过、对外交付、完成状态、正式扩池或强字段升级。"
"FOHLSRC-FOHLBASE-014-0085-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","85","85","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L85","09de611b1a660d8132e7e0e9dbe3a88569381d30c01b13d7398028933c197098","407","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 本节承接 AUDIT-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001、AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001 返修意见和 NEXT-ROBOT-028A。本轮仅修复公司页占位符并写入真实页码抽取状态;不重跑已冻结的 18 条快照 manifest、7 条 page extract 表和 63 条中文证据摘要,也不代表输出通过、对外交付、完成状态、正式扩池或强字段升级。"
"FOHLSRC-FOHLBASE-014-0089-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","89","89","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L89","f2b1b407fb30714cbde61faff193b43e28f97493e4b49ba599a0291f734996ef","142","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 快照执行状态 | 已就本公司官方来源形成 2 条可复核快照 / PDF 复用记录,1 条下载或页码抽取缺口记录。 |"
"FOHLSRC-FOHLBASE-014-0093-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","93","93","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L93","79babf365abdd87781088a07a84de9cf4a771ea7335df2df3fa38054ac74f994","290","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 字段级边界 | 9 个字段的中文摘要见 second_batch_core7_evidence_summary_cn_20260704.csv;收入 / 订单、产能 / 产销、客户供货、ASP / 毛利 / 寿命、市场份额、主供 / 独供等强字段未获 reviewer 输出审核通过前继续降读或保留缺口。 |"
"FOHLSRC-FOHLBASE-014-0097-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","97","97","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L97","b76be381ea71d5279935fba8d940d153f642207020e7dac18e69015f3afaf465","17","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 版本:v0.2"
"FOHLSRC-FOHLBASE-014-0098-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","98","98","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L98","4f51f415f6a8aec90109272855f1ec57f4a1540d3d5f43bb7f0a8460bdfa9943","23","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 日期:2026-06-03"
"FOHLSRC-FOHLBASE-014-0101-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","101","101","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L101","a766380d87639ca42a40c7cb265eb993197997ac37290a0e684bb38d7adeb614","158","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 证据等级:A 年报/公告/招股书/采购公告;B 官网/产品手册/IR;C 研报引用公告或公司口径;D 媒体/渠道;E 分析判断。"
"FOHLSRC-FOHLBASE-014-0103-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","103","103","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L103","11fc3320cc166fd0b21c447bf89cb0c1c78eaa074cdd64bc1b14165254f5f6ab","439","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> 段落级降读标注(PRW-CORE7-20260704-天准科技-01-CONCLUSION):本段来自既有研究承接稿,只能按 `SCOPE_OR_PRODUCT_ONLY_PENDING_OUTPUT_REVIEW` 读取;涉及机器人定位、核心判断、产品 / 方案时,保留为范围 / 产品层待审线索,不写成审核通过结论、投资排序或对外交付事实。输出通过前必须满足:补官方页码级证据、产品页或官方可复核快照。"
"FOHLSRC-FOHLBASE-014-0103-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","103","103","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L103","11fc3320cc166fd0b21c447bf89cb0c1c78eaa074cdd64bc1b14165254f5f6ab","439","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 段落级降读标注(PRW-CORE7-20260704-天准科技-01-CONCLUSION):本段来自既有研究承接稿,只能按 `SCOPE_OR_PRODUCT_ONLY_PENDING_OUTPUT_REVIEW` 读取;涉及机器人定位、核心判断、产品 / 方案时,保留为范围 / 产品层待审线索,不写成审核通过结论、投资排序或对外交付事实。输出通过前必须满足:补官方页码级证据、产品页或官方可复核快照。"
"FOHLSRC-FOHLBASE-014-0105-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","105","105","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L105","00c3ed02422ee43512a72d9daa9369705c70551c0e064a4450465ea3659a569e","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 1. 公司结论"
"FOHLSRC-FOHLBASE-014-0107-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","107","107","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L107","ce6516cde29e6a4f7c4e1c7ce9baecbc4b2fdc822b2e07df6a33898192763eaf","355","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","天准科技(688003.SH)应放在“工业视觉装备 + 视觉边缘计算 / 具身控制器”的交叉位置跟踪。公司传统主业是视觉测量、视觉检测、视觉制程装备,机器人相关增量主要来自控股子公司天准星智推出的人形机器人“具身智能大脑”控制器,而不是单颗 2D/3D 视觉传感器。"
"FOHLSRC-FOHLBASE-014-0109-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","109","109","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L109","8fb43b7d25c2ade3bb05db25617d7743458bf5080b3d1a1bef4de892ead104fd","448","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","相较奥比中光、奥普特、凌云光,天准科技的独特性在于:它既有机器视觉装备底盘,又有基于 NVIDIA Jetson / Jetson Thor 平台的边缘计算和机器人控制器产品。公开资料中已经出现机器人订单金额和客户线索,2025 年具身智能人形机器人大脑域控制器合计新签订单约 4650.71 万元,客户线索包括智元、银河通用、傅里叶等主流人形机器人厂商。"
"FOHLSRC-FOHLBASE-014-0111-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","111","111","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L111","e53487e417fc7b05d9e601c4450cadacb3a6b7059b03572e3ae0aa33efc20972","301","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","需要注意,控制器业务虽然弹性高,但当前体量仍小,且公司整体利润受视觉设备项目周期、光伏下行、PCB/半导体设备投入节奏影响较大。机器人订单能否持续复购、能否从样机 / 小批转为批量主供,是后续判断话语权的关键。"
"FOHLSRC-FOHLBASE-014-0113-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","113","113","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L113","ad3f2087b702e9b0b2434495c63a1e30aaaf159ead77e1918e65c14ce3cd2383","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 2. 基本信息"
"FOHLSRC-FOHLBASE-014-0118-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","118","118","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L118","47c24e880dc03acb2d013822ec378baa7803455f7b2ebc5c4ef487fee0fd9d5f","34","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 股票代码 | 688003.SH | A/C |"
"FOHLSRC-FOHLBASE-014-0122-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","122","122","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L122","6557f38f7f499017871be3b9f6a41da6ed86a56bb79e4fa267129175e67759d5","112","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心判断 | A 股中机器人控制器订单线索较清晰,但标准化放量和毛利仍待验证 | E |"
"FOHLSRC-FOHLBASE-014-0124-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","124","124","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L124","39e69dcef80f06300f88ce6dba1b987ed79f959794e5b06d3cbc1fe98d2f75aa","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 3. 所属产业链环节"
"FOHLSRC-FOHLBASE-014-0129-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","129","129","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L129","d8481e3e4b442865b89866db38a684f7413eb992f36afdf62d6acdec07191bf6","179","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中游 | 视觉测量 / 检测 / 制程装备 | 影像测量仪、三坐标测量、AOI、LDI、CO2 激光钻孔、智能制造产线等 | 工业视觉装备是收入基本盘 |"
"FOHLSRC-FOHLBASE-014-0130-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","130","130","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L130","6680c1bbdf324b027ee4a83f4231934b3e4bccb8203ff93d700d182decc8a801","193","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人相关 | 具身智能控制器 / 机器人“大脑” | 星智 001、星智 002、星智 007 | 更贴近人形机器人控制器和边缘计算平台,而非视觉传感器本体 |"
"FOHLSRC-FOHLBASE-014-0131-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","131","131","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L131","9a06a6a6a987b23a8215fed29c7eebc3b19e567bdae53155204b33ec724181a9","283","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 下游 | 工业制造、PCB、半导体、消费电子、新能源、无人车、人形机器人 | 消费电子、PCB、半导体客户;机器人客户含智元、银河通用、傅里叶等线索 | 机器人客户质量较好,但供货量、主供关系和复购仍需验证 |"
"FOHLSRC-FOHLBASE-014-0133-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","133","133","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L133","ba20cf70d76100f27080316b4f669b8002fc26c708f182ccb8b539f9b660aba8","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 4. 机器人相关产品"
"FOHLSRC-FOHLBASE-014-0137-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","137","137","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L137","b969e2a9c634c931938815b77109fd688bce508dd8022275d06134aa4258c013","188","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 星智 001 | 基于 NVIDIA Jetson AGX Orin 平台,算力约 275 TOPS,面向人形机器人具身智能大脑 | 支持环境感知、大语言模型运行、实时数据分析 | B/C |"
"FOHLSRC-FOHLBASE-014-0138-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","138","138","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L138","b2f33aea86c875143a2a9bf6e2935725b9d440b4ae782d3abee7799ad799c06d","100","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 星智 002 | 在星智 001 基础上集成 x86 小脑模块 | 向大小脑硬件集成升级 | B |"
"FOHLSRC-FOHLBASE-014-0139-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","139","139","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L139","09109b291e2ac2572262c06b2fd1cec0930dd8709eef73bcb75ec30a33891a71","241","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 星智 007 | 基于 NVIDIA Jetson Thor 系列,官方称 FP4 算力 2070 TFLOPs、FP8 算力 1035 TFLOPs;尺寸约 140mm * 130mm;支持 GMSL、miniIO、NTP/PTP/gPTP、OTA 等 | 面向集中式计算的人形机器人控制单元 | B |"
"FOHLSRC-FOHLBASE-014-0140-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","140","140","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L140","0d8fc81572c5bd2fed8b23661b57b7a112e7fc1e9bbf57f93f0b8623914fcbc5","172","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人大脑域控制器 | 2025 年公开资料显示合计新签订单约 4650.71 万元 | 当前最直接的机器人收入线索 | D/A 待年报原文核验 |"
"FOHLSRC-FOHLBASE-014-0141-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","141","141","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L141","ae7428d0913c862b6834cebbe4061c3c6a1f134f1e1492244ce2fde37b6cfe31","137","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 无人物流车域控制器 | 已进入量产阶段的公开线索 | 智能驾驶 / 机器人移动平台共用边缘计算能力 | D |"
"FOHLSRC-FOHLBASE-014-0144-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","144","144","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L144","a3ee395d1412009324513b1aa85a8a5de478a3d9f7b281559546c0b4b1caea45","430","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 段落级降读标注(PRW-CORE7-20260704-天准科技-02-REVENUE_ORDER):本段来自既有研究承接稿,只能按 `DATA_GAP_REVIEW` 读取;涉及收入、订单、机器人业务占比、利润弹性时,统一降读为待核验事实 / 缺口,不写机器人专项收入、订单或利润事实。输出通过前必须满足:补年报页码级抽取、交易所公告、官方 IR 或客户侧可复核来源。"
"FOHLSRC-FOHLBASE-014-0146-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","146","146","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L146","96ea00535aabee902697e8f166a5fad61aaed8409d591ed5d46fc508e4fe8688","36","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 5. 收入、利润与营收占比"
"FOHLSRC-FOHLBASE-014-0150-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","150","150","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L150","89c973f7a2346da90149b7b6c49b8087971ae1af93922780ffab0be6d5d3d0e5","102","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2024 收入 | 16.09 亿元,同比下降 2.38% | 受光伏等业务影响,收入阶段性承压 |"
"FOHLSRC-FOHLBASE-014-0151-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","151","151","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L151","d58d925ad5aee73b4db95e6adac208326645e86fad0b65a8635de03f903bcbe5","81","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2024 归母净利润 | 1.25 亿元,同比下降 42.05% | 盈利波动较大 |"
"FOHLSRC-FOHLBASE-014-0152-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","152","152","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L152","660f96be5765d3197479d6df834382b6f92c071e6435f3b369ecef03bca20596","83","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2025H1 收入 | 约 6.0 亿元,同比增长 10.32% | 业务修复开始出现 |"
"FOHLSRC-FOHLBASE-014-0153-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","153","153","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L153","c4e8edd5f7d59772803bc4f00d537a04f0885fbc79fd1ba70de07f1197a39cca","98","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2025H1 归母净利润 | -0.14 亿元,亏损同比收窄 | 仍有季节性和项目制影响 |"
"FOHLSRC-FOHLBASE-014-0154-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","154","154","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L154","23149c4ec943a699ae22b040edc1362f9cb63196d7b295c292959b799bc5160f","97","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2025 收入 | 17.90 亿元,同比增长 11.25% | 最新公开年报摘要显示恢复增长 |"
"FOHLSRC-FOHLBASE-014-0155-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","155","155","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L155","026ac8e9bdbb660a7ca665906e6aa61c41b3e791c10f260306e309ab09abb542","96","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2025 归母净利润 | 7612.83 万元,同比下降 38.95% | 收入增长但利润仍承压 |"
"FOHLSRC-FOHLBASE-014-0156-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","156","156","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L156","82491830f6b9efea04a6d9fdf8207a626dc5b1ddbc6ac0d9ffeaf3efc8c4681a","121","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2025 新签订单 | 24.45 亿元,含税金额,同比增长 33.96% | 订单强于利润,后续看交付和毛利 |"
"FOHLSRC-FOHLBASE-014-0157-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","157","157","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L157","bb67d4d5685cc873f38dd3ec2224512bbc2a0328c085efbca8f357665ec307ce","180","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 具身智能订单 | 2025 年人形机器人大脑域控制器合计新签订单约 4650.71 万元 | 机器人业务已出现明确订单金额,但占整体订单比例仍小 |"
"FOHLSRC-FOHLBASE-014-0158-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","158","158","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L158","fbfe7cc7950a3aa412cc7cbf2f49cdefe337880253228edb02de4cf01f8363c8","165","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 视觉量检测装备 | 公开年报解读称 2025 年收入约 10.78 亿元,占收入约 60.24% | 仍是公司最核心收入来源,需回年报原表核验 |"
"FOHLSRC-FOHLBASE-014-0160-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","160","160","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L160","5bef84e5374d8ee0d736c1a4ecdbc6b36578b67ac99ea59938dd3f6fe47f978c","442","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 段落级降读标注(PRW-CORE7-20260704-天准科技-03-CAPACITY_VOLUME):本段来自既有研究承接稿,只能按 `PENDING_PRIMARY_SOURCE_REVIEW` 读取;涉及出货量、产销、产能利用率、市占率、批量供货时,统一降读为待核验线索,不据此推导供给能力、份额或规模地位。输出通过前必须满足:补官方产销表、年报表格、产品线披露或第三方可复核统计。"
"FOHLSRC-FOHLBASE-014-0162-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","162","162","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L162","a7f367930f0a44d7fef3b3e9eaf9706f155f20432cb123eb4e979d8c8aa02fc1","48","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 6. 产量、销量、产能与产能利用率"
"FOHLSRC-FOHLBASE-014-0166-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","166","166","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L166","69e274b75a4260bc75407ceee99b1ff9ddcfde18c9a27e3a80faf5edc8dd8093","139","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 视觉装备产销 | 公司以项目制视觉装备为主,标准化产销量口径弱 | 更适合看订单、收入、客户和毛利 |"
"FOHLSRC-FOHLBASE-014-0167-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","167","167","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L167","0e529b12496c241354afb99ba98469411e581f6568ac96d9c8ea51e67f89a4df","97","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人控制器产能 | 未披露 | 需要产品线产能、交付周期和供应链信息 |"
"FOHLSRC-FOHLBASE-014-0168-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","168","168","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L168","61f390b512a2be524187ebcc938ba8c09cfb1890d42f45aa2c62aa5c037c5d08","204","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人订单 | 2025 年人形机器人大脑域控制器新签约 4650.71 万元;研报此前称头部客户首批订单 1400 万元 | 已有订单金额,但仍缺出货台数、单价和复购 |"
"FOHLSRC-FOHLBASE-014-0169-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","169","169","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L169","c350ef511e2fe4d02a5747307f0dcb7700a467e7cf07e3c1ddfcc1c11905e005","145","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 无人物流车域控制器 | 公开资料称进入量产阶段 | 与人形机器人同属边缘计算平台能力,但客户和销量未拆 |"
"FOHLSRC-FOHLBASE-014-0171-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","171","171","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L171","aedd310e6179d37e4d782a77e428c23391aba8b9e529afe53b03efc4227b9953","428","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 段落级降读标注(PRW-CORE7-20260704-天准科技-04-CUSTOMER_SUPPLY):本段来自既有研究承接稿,只能按 `DATA_GAP_REVIEW` 读取;涉及客户名称、供货量、主供 / 独供、份额、复购时,统一降读为客户 / 供应链待核验线索,不写成确认供货关系。输出通过前必须满足:补公司公告、客户侧公告、采购 / 中标、官方合作披露或人工快照。"
"FOHLSRC-FOHLBASE-014-0173-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","173","173","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L173","3a8b29c24f343e7211009f89e271e51f456be25e2669a9275cad63458df3a619","39","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 7. 客户、供应链与供货状态"
"FOHLSRC-FOHLBASE-014-0175-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","175","175","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L175","7ef6dd344afe3c2d6f71626952b9af198cf71415f5b23db4dbde62949b03df15","49","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户 / 生态 | 当前线索 | 分析判断 |"
"FOHLSRC-FOHLBASE-014-0177-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","177","177","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L177","d94fceb4eafe36b0bfcabaffb36a459da37607794e2c48dc1f2249eccae73193","177","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| NVIDIA | 公司自 2020 年起为 Jetson 平台官方合作伙伴,星智 007 基于 Jetson Thor 系列 | 算力生态和工具链优势明显,但核心芯片不是自研 |"
"FOHLSRC-FOHLBASE-014-0178-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","178","178","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L178","000a09f58f4633b009da3eab197ebf803993a0de1ada5908bd2784337ca5622e","144","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 地平线 | 官方授权硬件 IDH 合作伙伴,基于征程芯片开发智驾域控制器 | 智驾经验可迁移到机器人边缘计算 |"
"FOHLSRC-FOHLBASE-014-0179-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","179","179","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L179","16ada5feffbea3c31adb5cc22cd312252054cbff23c93926e4843a068aefe4e7","141","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人客户 | 智元、银河通用、傅里叶等公开订单线索 | 客户质量较好,但主供/份额/供货量未披露 |"
"FOHLSRC-FOHLBASE-014-0180-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","180","180","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L180","8798cf2f5583bbf7ae857bb8343cb916aad4088592c5a47d9887005bedf12d25","144","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 消费电子客户 | 研报称 2025H1 重点客户智慧能源检测设备首批订单 5600 万元 | 工业视觉设备客户基础仍重要 |"
"FOHLSRC-FOHLBASE-014-0181-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","181","181","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L181","6909a1dae3f662bb95af4b6df8b1d518d0c732de42d06d748cf5f65ea2e93ae2","111","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| PCB 客户 | 东山精密、沪士电子、景旺电子等 | PCB 设备是公司视觉制程装备增量线 |"
"FOHLSRC-FOHLBASE-014-0182-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","182","182","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L182","ebe64f9e3478a6e66da79a1594ea003acb6df7a57ae186a7ccd74e28e6e58ab6","187","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 半导体客户 | 苏州矽行 TB1500 明场检测设备获得客户正式订单,TB2000 交付头部晶圆厂试用 | 与机器人无直接关系,但影响公司估值和现金流 |"
"FOHLSRC-FOHLBASE-014-0184-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","184","184","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L184","da5639eb96d87b2d88025352a0041ec896cb636c9fbfa89b47b7906450b86d4b","41","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 本体商阵营回填(2026-06-21)"
"FOHLSRC-FOHLBASE-014-0188-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","188","188","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L188","7e7f7ebbfdccb460759057af8f348c71386983c6ff421587a99c7104ed6064bf","170","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 待验证边界:控制器和机器人订单需补客户、产品型号、部署台数、软件收费和机器人专用收入,不能只按智能装备能力外推。"
"FOHLSRC-FOHLBASE-014-0190-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","190","190","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L190","93c782960a5a14b3ff444f85c0c69ed694fe962730c416c590f41b81ae57786a","449","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 段落级降读标注(PRW-CORE7-20260704-天准科技-05-ASP_MARGIN_LIFE):本段来自既有研究承接稿,只能按 `DATA_GAP_REVIEW` 读取;涉及单价、毛利率、寿命、更换周期、交付周期时,统一降读为价值量 / 盈利 / 寿命缺口,不支撑单机价值量或盈利弹性强结论。输出通过前必须满足:补产品报价、分业务毛利、可靠性测试、订单 / 交付周期等官方来源。"
"FOHLSRC-FOHLBASE-014-0192-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","192","192","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L192","28165afe0771553374ae696b75f35d0b289a3aa1a7a934445b8d7bfa9242e09e","36","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 8. ASP、寿命、交付与售后"
"FOHLSRC-FOHLBASE-014-0196-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","196","196","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L196","751c3db7c7a2a47ed89d836817786065a5b90a5702a9442e1bd93160da38e14c","107","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 星智控制器 ASP | 未披露;可用订单金额和后续出货台数倒算,但当前缺出货量 |"
"FOHLSRC-FOHLBASE-014-0197-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","197","197","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L197","dc5892f6d9976e81d0043b1046285ca95c0f0514313aab4ecc64d777ec25eabe","68","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 视觉装备 ASP | 项目制差异大,未披露统一标准价 |"
"FOHLSRC-FOHLBASE-014-0199-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","199","199","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L199","df4651d22e58debfb072feeb07d484bd3469331d95dcc01c8bd390dfa2877f52","109","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 交付周期 | 未披露;机器人控制器需要补订单签订、交付确认、验收和复购节奏 |"
"FOHLSRC-FOHLBASE-014-0200-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","200","200","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L200","2ed0fd1ea3861d49f60d6086eda9b64bb51b25b100aa718c362db7db2ae14199","88","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 供货关系 | 目前只能写订单 / 客户线索,不能直接写主供或独供 |"
"FOHLSRC-FOHLBASE-014-0202-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","202","202","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L202","5ef3547065a12fa7e5c4f6208b1a6e91d4d38709f3d096476280ea0437cd480f","427","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 段落级降读标注(PRW-CORE7-20260704-天准科技-06-COST_STRUCTURE):本段来自既有研究承接稿,只能按 `DATA_GAP_REVIEW` 读取;涉及成本拆分、毛利率、单机价值量、国产替代弹性时,统一降读为成本结构待核验线索,不写成盈利弹性或价值量结论。输出通过前必须满足:补官方成本、分业务毛利、产品价格或可复核的第三方统计。"
"FOHLSRC-FOHLBASE-014-0204-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","204","204","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L204","3da28f4f3d7ccfc946a36b2bd90d87f25241941b251a0dbdc7d5cd759bb52d35","33","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 9. 成本结构与利润弹性"
"FOHLSRC-FOHLBASE-014-0206-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","206","206","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L206","51fc6cdf1defb5053331092d6bb77fd520be529fb9db1afd0732c6f04f710d52","43","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 成本项 | 说明 | 对利润的影响 |"
"FOHLSRC-FOHLBASE-014-0210-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","210","210","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L210","939a108144c480e7cf4c74b6fea474bdb4fde55a860e18d70999beea780e8d4d","136","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 软件和算法 | ROS2、Isaac、模型适配、OTA、诊断系统、感知定位导航算法 | 决定产品差异化和客户黏性 |"
"FOHLSRC-FOHLBASE-014-0211-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","211","211","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L211","2cc3e5234c12b2967e6aaedf6fc12dfa852a1bf3f45df1b032c6f01f1dbbc4ac","136","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 项目调试和客户适配 | 与整机厂算法、本体、电源、通信、传感器联调 | 前期人力成本高,影响毛利 |"
"FOHLSRC-FOHLBASE-014-0212-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","212","212","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L212","e91227ca4e59a6c3ee2f77fe9230eb5b4914a4317ab3e6625f2e17b94bc34731","148","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 视觉装备硬件 | 光学、运动控制、精密机械、检测算法和整机装配 | 传统视觉装备毛利和订单质量的主要变量 |"
"FOHLSRC-FOHLBASE-014-0214-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","214","214","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L214","4ac4e47167bfd56e6cd90cc02872da47abe7cf518b2ca59501d4144a1085c45b","420","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 段落级降读标注(PRW-CORE7-20260704-天准科技-07-INCREMENT_LOGIC):本段来自既有研究承接稿,只能按 `RESEARCH_OBSERVATION_ONLY` 读取;涉及增量来源、确定性、弹性、投资读法时,仅保留为研究观察方向,不构成投资排序、交易建议或收益承诺。输出通过前必须满足:输出通过前改写为观察条件、触发条件、失效条件和风险。"
"FOHLSRC-FOHLBASE-014-0216-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","216","216","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L216","79f3448f2515c14f82afa5747df430cb67f148cb4d9b758f574bc4d27e06c945","25","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 10. 增量来自哪里"
"FOHLSRC-FOHLBASE-014-0220-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","220","220","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L220","890c9c19439cb72e666a22e211e8f63f4e0d16d0ee4842b187cc9d6b1e2c848e","139","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人控制器订单 | 整机厂需要大脑域控制器和边缘计算平台,天准已有客户和订单线索 | 中 | 高 |"
"FOHLSRC-FOHLBASE-014-0221-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","221","221","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L221","81284212956e394e8d207bd21ad58920b8c0943714476f930805e44d3739cb40","99","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| Jetson Thor 升级 | 星智 007 算力和接口升级,可能提升单机价值量 | 中 | 高 |"
"FOHLSRC-FOHLBASE-014-0224-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","224","224","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L224","31975e0d1abed74b22e702a3067a6de90afb75d9266d7235f25c7a4f3be643bd","88","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 无人物流车域控制器 | L4 低速无人车域控制器进入量产 | 中 | 中 |"
"FOHLSRC-FOHLBASE-014-0226-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","226","226","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L226","43054907802d078de3cfaf89e4654c8a57b3e13cf5a7671eac0b26d9e5774c7f","37","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 11. 团队、治理与组织能力"
"FOHLSRC-FOHLBASE-014-0230-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","230","230","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L230","f9f15774ac8942bf65a82a9f932f9f5d2343df71dcbeab0b4ca0289c27c6dc43","311","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 组织与主体 | 天准科技通过天准星智切入具身智能控制器/边缘计算平台。 | 具身智能方向不是泛泛口号,已形成“星智 001/002/007”系列化产品,但团队规模和利润归属需要补证。 | 天准星智股权、团队负责人、研发人员、独立收入。 |"
"FOHLSRC-FOHLBASE-014-0231-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","231","231","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L231","f3b0e55827d597740f76ad4fffb7e3c1183e8fe14c8a0fcddc7fd66e965b6c59","423","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 技术能力 | 星智 001 基于 Jetson AGX Orin 275 TOPS;星智 002 增加 x86 小脑;星智 007 基于 Jetson Thor 系列,公开参数包括 FP4 2070 TFLOPs、FP8 1035 TFLOPs、尺寸 140*130mm。 | 产品参数披露度较高,证明其更接近“机器人脑域控制器/边缘计算模块”供应商,而非普通机器视觉公司。 | 温控、功耗、接口、可靠性、软件栈、量产版 BOM。 |"
"FOHLSRC-FOHLBASE-014-0232-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","232","232","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L232","23d10caffd78fbb391d6d8a3af3b0c535185a136ea91f88194805f68fc918f74","374","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户与订单 | 研报/公开信息线索显示 2025 年人形机器人脑域控制器新签订单约 4650.71 万元,客户线索包括智元、银河通用、傅里叶。 | 订单金额线索使天准在本批中机器人收入可验证度较高,但供货量、份额和是否主供仍未确认。 | 客户侧确认、订单原文、交付数量、复购金额。 |"
"FOHLSRC-FOHLBASE-014-0233-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","233","233","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L233","f3da37864b97ca83b31c7576cd1b3ead89b7fb5b4e90155d21c4e8b3b3fdd70c","324","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 经营风格 | 公司主业仍是工业视觉装备,2025 年收入修复但利润承压。 | 机器人控制器是高弹性增量,但需要和传统视觉装备周期分开看,不能用公司整体收入直接代表机器人订单质量。 | 分业务毛利、订单交付节奏、机器人控制器收入确认。 |"
"FOHLSRC-FOHLBASE-014-0235-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","235","235","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L235","ef3aa13da497d47cab2889a7bb58cee5a868892fa237501fab2c8c68f382f11d","34","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 12. 证据等级与资料来源"
"FOHLSRC-FOHLBASE-014-0239-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","239","239","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L239","fa433c98abecc9b0718516753737bbbb96faf67c5c432f592bf68cb0f0828dac","176","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 本地研报 | `E:/industry/data/report/new_batch_20260527/机械设备天准科技(688003).80748097c064.md` | C | 机器人控制器订单、客户线索、业务定位。 |"
"FOHLSRC-FOHLBASE-014-0240-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","240","240","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L240","f3a4b8f7bc7995221da2bf33585817906b9bed9ba45e567eb962e835460a1bbf","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 既有机器视觉与 3D 视觉专题 | `E:/industry/doc/research/归档/旧版梳理结果_20260528前/机器视觉与3D视觉深度梳理结果.md` | E | 视觉环节定位和横向比较。 |"
"FOHLSRC-FOHLBASE-014-0241-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","241","241","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L241","a4da7a4c37bdf9f1fa8c5a1327bef2180a3800f09c41fe5d1dbb6d45dc66a261","133","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 天准官网星智产品文章 | `https://www.tztek.com/overview/news/robot/51` | B | 星智 001/002/007 产品参数和路线。 |"
"FOHLSRC-FOHLBASE-014-0242-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","242","242","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L242","ed9990454ac467f6c70b42e1086ab32ce484a2f5b3750afab00eeaf20be4b51c","168","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 上海证券报 / 新浪财经年报报道 | `https://finance.sina.com.cn/roll/2026-04-25/doc-inhvsuvi0860378.shtml` | D | 2025 年收入、利润、分红线索。 |"
"FOHLSRC-FOHLBASE-014-0243-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","243","243","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L243","888bb2e57e7bb451bad657720ad5b90d4e24e1d2c6b7d2bf9d1631d60e7e324d","135","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 上交所年报线索 | `688003_20260425_RCKO.pdf` | 待核验 | 正式引用时需回原文核验分业务收入和订单口径。 |"
"FOHLSRC-FOHLBASE-014-0245-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","245","245","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L245","7a56d9f16ee1ff588205ba426c54ea732aec0ea1eea8b4a81742a59636e92981","22","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 13. 待验证问题"
"FOHLSRC-FOHLBASE-014-0249-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","249","249","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L249","c352d6302b994cda23ae78ff4abbdc03ac69dca8dee49c49775e390bfc7275f9","142","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人控制器是否已批量供货 | 有订单金额线索,但供货量未披露 | 年报原文、投资者纪要、客户侧公告 |"
"FOHLSRC-FOHLBASE-014-0250-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","250","250","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L250","85f78331936ce1ea642aef2b5f8ab4d9e97ee8d22035ec57134eea22c91e6418","84","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 控制器 ASP 是多少 | 未披露 | 产品报价、采购公告、订单数量 |"
"FOHLSRC-FOHLBASE-014-0251-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","251","251","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L251","01e779c04e5bf95a0c3bd937e8e41af18d3541e8b5f00591322ef4d9b12d2b82","115","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 是否主供智元 / 银河 / 傅里叶 | 不能确认 | 客户侧供应链资料、供货份额、复购订单 |"
"FOHLSRC-FOHLBASE-014-0252-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","252","252","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L252","31c3f633d414fc6ff34ec1a32c90dd6fa0313cf39f74cfb4457489efda2f58de","76","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人控制器毛利率 | 未披露 | 分业务毛利或公司交流 |"
"FOHLSRC-FOHLBASE-014-0253-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","253","253","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L253","cfce2ca1c886c7e78a1b0a70220ffdbf8dbb785d85ae20e7cb1335c3d19ec250","144","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 星智 007 是否形成规模交付 | 产品发布和生态适配明确,量产订单待验证 | 订单公告、出货数据、客户复购 |"
"FOHLSRC-FOHLBASE-014-0254-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","254","254","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L254","20ef183ae328331f33e7ee9e8a07c6c36f8c60a55103b8c0932d50e96b3c3818","141","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 视觉装备利润能否修复 | 2025 收入修复但净利继续下降 | 2026 年订单交付、光伏业务风险、PCB/半导体毛利 |"
"FOHLSRC-FOHLBASE-015-0004-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","4","4","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L4","29e3c035779e705b933001216d784b3b81fa66e0ea7e5e1da927d0659cc2a9e0","33","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> case_id: ANA-ROBOT-INDUSTRY-001"
"FOHLSRC-FOHLBASE-015-0005-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L5","190ce0e7ffd5eaee5af6e606354670e57c4c578eb4ad1461a0db04bd08860b29","55","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> run_id: RUN-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"FOHLSRC-FOHLBASE-015-0005-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L5","190ce0e7ffd5eaee5af6e606354670e57c4c578eb4ad1461a0db04bd08860b29","55","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> run_id: RUN-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"FOHLSRC-FOHLBASE-015-0006-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","6","6","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L6","ad362c060d06a95bd6db51db36da4d60567782ec40cfc21000f64abdd745f3d4","41","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> batch_id: BATCH-ANA-ROBOT-MIGRATION-002"
"FOHLSRC-FOHLBASE-015-0007-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L7","fc92d9f8c86cbb689b77e6aa6a916b38a0747d9a4a7b870534f869c497049bf6","122","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> status: BATCH002_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW / SNAPSHOT_EXECUTION_PREPARED_NOT_OUTPUT_PASS"
"FOHLSRC-FOHLBASE-015-0007-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L7","fc92d9f8c86cbb689b77e6aa6a916b38a0747d9a4a7b870534f869c497049bf6","122","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> status: BATCH002_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW / SNAPSHOT_EXECUTION_PREPARED_NOT_OUTPUT_PASS"
"FOHLSRC-FOHLBASE-015-0010-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","10","10","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L10","490ce7b9c81c928bee290b759925fae40bf0c9d3419f9ab7286b5fe464f37718","90","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> candidate_freeze: ../../../manifest/second_batch_execution_candidate_freeze_20260704.csv"
"FOHLSRC-FOHLBASE-015-0011-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","11","11","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L11","f3100b18b4f05ddc370c125b195513f4e9b6e699a55d610b05f6ea6ae72f6703","108","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> fact_execution_version: ../../../evidence/candidate_fact_execution_version_second_batch_core8_20260704.csv"
"FOHLSRC-FOHLBASE-015-0012-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","12","12","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L12","3653fa69304dd02dd742a0828ad24e679ca334479bb97feeb5fd70c1b2601788","86","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> field_summary_cn: ../../../evidence/second_batch_core7_field_summary_cn_20260704.csv"
"FOHLSRC-FOHLBASE-015-0013-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","13","13","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L13","57818180034d79f45bdbf74f6b143fb8425c2fd377065404dcbe930f3f4d01a9","94","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> body_downgrade_scope: ../../../evidence/second_batch_core7_body_downgrade_scope_20260704.csv"
"FOHLSRC-FOHLBASE-015-0017-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","17","17","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L17","e395adef2e455830de76398fc1042ecae3a54f2a894af760062a210eefd265a7","73","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> paragraph_rewrite_run: RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001"
"FOHLSRC-FOHLBASE-015-0017-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","17","17","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L17","e395adef2e455830de76398fc1042ecae3a54f2a894af760062a210eefd265a7","73","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> paragraph_rewrite_run: RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001"
"FOHLSRC-FOHLBASE-015-0018-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","18","18","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L18","75e6a36107307fb35359bd26ae694899a3a0a877951e81f8b84f7a5ee82eeb3a","110","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> primary_source_snapshot_plan: ../../../evidence/second_batch_core7_primary_source_snapshot_plan_20260704.csv"
"FOHLSRC-FOHLBASE-015-0022-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","22","22","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L22","49fd9fc2309aa8c5fd777a37442025b6c31aa112d370311394f97814971bf72e","70","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> snapshot_execution_run: RUN-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001"
"FOHLSRC-FOHLBASE-015-0022-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","22","22","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L22","49fd9fc2309aa8c5fd777a37442025b6c31aa112d370311394f97814971bf72e","70","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> snapshot_execution_run: RUN-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001"
"FOHLSRC-FOHLBASE-015-0023-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","23","23","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L23","ad1bf8ca7f56956f90c5e796e3a0bcac5930b992c295bbbe2fd2e0f09b07e387","92","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> evidence_summary_cn: ../../../evidence/second_batch_core7_evidence_summary_cn_20260704.csv"
"FOHLSRC-FOHLBASE-015-0024-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","24","24","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L24","0f88de0fc7b8d3e647f532ab818cea5afe7ff53f99963af4adc7bc4ddac7d46d","89","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> page_extract_manifest: ../../../evidence/primary_source_page_extract_core7_20260704.csv"
"FOHLSRC-FOHLBASE-015-0025-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","25","25","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L25","13e9af41b430cdbaeb893d4524fdcad2cce54ef0345569f7e08369cafd169593","90","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> snapshot_manifest: ../../../evidence/primary_source_snapshot_manifest_core7_20260704.csv"
"FOHLSRC-FOHLBASE-015-0026-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","26","26","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L26","efe2c4b882698490a74cca75da3dad9a8077b09bd418bac109d25a549673fe1d","100","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> paragraph_rewrite_scope: ../../../evidence/second_batch_core7_paragraph_rewrite_scope_20260704.csv"
"FOHLSRC-FOHLBASE-015-0027-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","27","27","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L27","e36a6b5c3e4e8f581bb5f42a36ef184b096a620ba47c87e757f1fec3672d054f","63","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> source_review: AUDIT-ANA-ROBOT-SECOND-BATCH-OUTPUT-REPAIR-001"
"FOHLSRC-FOHLBASE-015-0027-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","27","27","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L27","e36a6b5c3e4e8f581bb5f42a36ef184b096a620ba47c87e757f1fec3672d054f","63","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> source_review: AUDIT-ANA-ROBOT-SECOND-BATCH-OUTPUT-REPAIR-001"
"FOHLSRC-FOHLBASE-015-0028-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","28","28","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L28","61a7c6d99ea21c1856967fd8326464d9cf7fe7a462e79ad592be4c086835a06f","48","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> source_message: msg_20260704195534274_2e32aa67"
"FOHLSRC-FOHLBASE-015-0029-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","29","29","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L29","9e0c1b16d411cb585c2ee533a843d8eff690a2c4f2b5785cb10c1ffb837563e8","25","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> frozen_date: 2026-07-04"
"FOHLSRC-FOHLBASE-015-0031-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","31","31","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L31","c660f965465b67c897c12358553bc38c982b164a29633697907ca77d31a24dfa","33","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0. 第二批迁移输出门禁"
"FOHLSRC-FOHLBASE-015-0033-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L33","ef7873e75d7860878bc3f1d4ed1c5e22734d24b8f6ad28b185ee6a22798516d6","128","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 本页仅是项目体系内第二批迁移待审草稿,不代表审核通过、正式扩池、完成状态或对外交付。"
"FOHLSRC-FOHLBASE-015-0034-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L34","348ebd2670ef608e5414f636136d1934039aacd1e24ab0caad15e1a509c0f49d","109","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 核心 7:埃斯顿、奥普特、长光华芯、天准科技、凌云光、禾川科技、双环传动。"
"FOHLSRC-FOHLBASE-015-0036-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","36","36","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L36","fdfe29b1487f40edd810bf3a0d459db983a0b8d36cac83c100e91127dd1912fa","221","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 12 个相邻 / 供应链候选继续排除:鼎通科技、恒锋工具、飞荣达、宏发股份、沃尔德、鹏辉能源、日发精机、嵘泰股份、沃特股份、立讯精密、中石科技、银轮股份。"
"FOHLSRC-FOHLBASE-015-0037-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","37","37","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L37","b994c5014ae1b34b74adfbd52f863dd741ba2b764299d9a1b4940a4232d9f753","132","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 本公司 primary source 核验摘要:范围 / 产品层支持 3 条,强字段仍缺口 0 条,缺口 / 边界保留 6 条。"
"FOHLSRC-FOHLBASE-015-0038-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","38","38","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L38","48cf1a1be2cab12ed1247a34c68ffbd6a7700aa9db45547e6986eb7c07998fd8","197","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 收入 / 订单、产能 / 产销、客户供货、ASP / 毛利 / 寿命等强字段全部维持 `DATA_GAP_REVIEW` 或 `PENDING_PRIMARY_SOURCE_REVIEW`,不得从范围 / 产品层证据升级。"
"FOHLSRC-FOHLBASE-015-0040-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","40","40","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L40","457969e30c0fd618d1104dd272d566126ea512bbd72c4d5a2cd5e203b1debc20","139","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 正文保留既有研究成果承接内容;下表和 0.2 节给出本轮输出前必须保留的字段级与段落组级降读口径。"
"FOHLSRC-FOHLBASE-015-0042-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","42","42","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L42","98f095c434a1f05171fda355bb1a7917417de2c2b2e5154bfed505335ee38c48","37","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.1 待核验事实 / 缺口结构"
"FOHLSRC-FOHLBASE-015-0046-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L46","2fec8b43807f6f2646588f5ebab8714e78d94ba1da2dcfc44c32555dcaf6c3b6","383","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人定位 | `PRIMARY_SOURCE_VERIFIED_SUPPORTS_SCOPE_OR_PRODUCT / 范围 / 产品层支持` | 仅作为范围 / 产品层待审输出,不代表强字段成立 | `CORE8_CANDIDATE_FACT_NEEDS_PRIMARY_CHECK` | 官方年报可支持 VCSEL / 3D 传感 / 机器人视觉传感等应用场景或产品层相关性;机器人客户、收入、出货、ASP 和寿命仍未披露。 |"
"FOHLSRC-FOHLBASE-015-0047-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","47","47","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L47","22913e9abddb49c9858a7465102aeebfafa20807b3b3c9b77287fae2c6629bf2","383","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产业链环节 | `PRIMARY_SOURCE_VERIFIED_SUPPORTS_SCOPE_OR_PRODUCT / 范围 / 产品层支持` | 仅作为范围 / 产品层待审输出,不代表强字段成立 | `CORE8_CANDIDATE_FACT_NEEDS_PRIMARY_CHECK` | 官方年报可支持 VCSEL / 3D 传感 / 机器人视觉传感等应用场景或产品层相关性;机器人客户、收入、出货、ASP 和寿命仍未披露。 |"
"FOHLSRC-FOHLBASE-015-0048-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L48","4e028fe91e40acc8df1dd97561faddccd2738ececa03df91b1e2723c877aa066","332","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心判断 | `GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE / 缺口 / 边界保留` | 移入待核验事实 / 缺口结构;不得写成正式事实 | `CORE8_STRONG_FIELD_GAP_OR_BOUNDARY` | 按事实层执行版保留缺口或边界;本轮不新增强结论,后续只有补到官方可复核来源后才能升级。 |"
"FOHLSRC-FOHLBASE-015-0049-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L49","e351cca665c5c66b10c6f353a4ed08721b0ba3e75fb5fce67c68108df460820a","392","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人产品 / 方案 | `PRIMARY_SOURCE_VERIFIED_SUPPORTS_SCOPE_OR_PRODUCT / 范围 / 产品层支持` | 仅作为范围 / 产品层待审输出,不代表强字段成立 | `CORE8_CANDIDATE_FACT_NEEDS_PRIMARY_CHECK` | 官方年报可支持 VCSEL / 3D 传感 / 机器人视觉传感等应用场景或产品层相关性;机器人客户、收入、出货、ASP 和寿命仍未披露。 |"
"FOHLSRC-FOHLBASE-015-0050-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","50","50","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L50","9c78b92cc0ad6a951f37e016ce230144fecedbbb6721913de546874927fd6e91","383","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 收入 / 订单 | `GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE / 缺口 / 边界保留` | 移入待核验事实 / 缺口结构;不得写成正式事实 | `CORE8_STRONG_FIELD_GAP_OR_BOUNDARY` | 已执行官方来源核验,未核验到机器人专项收入、订单金额或营收占比等强字段披露;本字段保留为收入 / 订单缺口,不写正式事实。 |"
"FOHLSRC-FOHLBASE-015-0051-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","51","51","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L51","68e5bcab937c6271b0bf950b44b9702888dd5d329fa354235a0e792f2a332d16","383","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产能 / 产销 / 利用率 | `GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE / 缺口 / 边界保留` | 移入待核验事实 / 缺口结构;不得写成正式事实 | `CORE8_STRONG_FIELD_GAP_OR_BOUNDARY` | 未核验到机器人专项产量、销量、产能利用率或出货规模的官方可复核披露;本字段保留为产能 / 产销缺口,不写正式事实。 |"
"FOHLSRC-FOHLBASE-015-0052-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","52","52","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L52","fe7fb8ccecf1b629170bdf89b933a9b58fe7e71bb86ca026b86a39be9658356e","347","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户供货状态 | `GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE / 缺口 / 边界保留` | 移入待核验事实 / 缺口结构;不得写成正式事实 | `CORE8_STRONG_FIELD_GAP_OR_BOUNDARY` | 未核验到客户名称、供货状态、主供 / 独供或供货份额的官方可复核披露;本字段保留为客户供货缺口。 |"
"FOHLSRC-FOHLBASE-015-0053-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","53","53","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L53","a99a488be296d28f0bd47a062bb0e58d61146fb0667db1695975f171bff882fd","360","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP / 毛利 / 寿命 | `GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE / 缺口 / 边界保留` | 移入待核验事实 / 缺口结构;不得写成正式事实 | `CORE8_STRONG_FIELD_GAP_OR_BOUNDARY` | 未核验到 ASP、毛利率、寿命、更换周期或交付周期等官方可复核披露;本字段保留为价值量 / 毛利 / 寿命缺口。 |"
"FOHLSRC-FOHLBASE-015-0054-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","54","54","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L54","62b066e8ddd1f266f414ed8ab7bc88c2595616448d640d5f651a4a1b40272b99","369","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 强字段缺口边界 | `GAP_OR_BOUNDARY_RETAINED_AFTER_PRIMARY_SOURCE_GATE / 缺口 / 边界保留` | 移入待核验事实 / 缺口结构;不得写成正式事实 | `CORE8_STRONG_FIELD_GAP_OR_BOUNDARY` | 强字段仍缺少 primary source 级别的事实值、证据位置和结论强度支撑;本轮只记录缺口编号、影响范围和后续补证要求。 |"
"FOHLSRC-FOHLBASE-015-0056-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","56","56","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L56","6c2c3796aef870b4393eac74f6d4cef2c2bcc261bec21c9733c4e69e66e2186f","37","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.2 正文级降读和证据标注"
"FOHLSRC-FOHLBASE-015-0062-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","62","62","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L62","aea435902e6545f8a2a273a36a41c8d86b4ab5dd5740977b3b36dd2fcfe93c3e","318","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司结论与基本判断 | 机器人定位、核心判断、产品 / 方案 | 保留为范围 / 产品层待审读法;不得写成正式公司结论、投资排序或收益判断 | 以 0.1 表中的范围 / 产品层记录为准 | 输出通过前补官方页码、产品页或人工快照作为可复核证据 |"
"FOHLSRC-FOHLBASE-015-0063-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","63","63","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L63","e37ca234b65d6a7bd9a728304a3ba5288ff89e877b1e76cf3d6807f0c779cf7e","354","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 收入、利润、订单和营收占比 | 收入、订单、机器人业务占比、利润弹性 | 统一降读为 DATA_GAP_REVIEW 或 PENDING_PRIMARY_SOURCE_REVIEW;不得作为机器人专项收入或订单事实 | 以 0.1 中强字段缺口 / 边界记录为准 | 补年报页码级抽取、交易所公告、官方 IR 或客户侧可复核来源 |"
"FOHLSRC-FOHLBASE-015-0064-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","64","64","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L64","2e120f5a04dbe449ccf7988776a5c27b662e146dc9f15138c7a94b52a93b9cc7","327","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产量、销量、产能、市场份额 | 出货量、产销、产能利用率、市占率、批量供货 | 统一降读为待核验线索;不得推导供给能力、份额或规模地位 | 以 0.1 中产能 / 产销 / 利用率记录为准 | 补官方产销表、年报表格、产品线披露或第三方可复核统计 |"
"FOHLSRC-FOHLBASE-015-0065-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","65","65","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L65","9dc27b888bdc0b0119576645ce4843cc42100dba249073025922a400178ec1dc","318","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户、供应链和供货状态 | 客户名称、供货量、主供 / 独供、份额、复购 | 统一降读为客户 / 供应链待核验线索;不得写成确认供货关系 | 以 0.1 中客户供货状态记录为准 | 补公司公告、客户侧公告、采购 / 中标、官方合作披露或人工快照 |"
"FOHLSRC-FOHLBASE-015-0066-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","66","66","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L66","b35cda1eb510525081ba30764426e81444dc931a6bb47af098ff864a7878fb7c","331","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP、毛利、寿命和交付 | 单价、毛利率、寿命、更换周期、交付周期 | 统一降读为缺口;不得用于单机价值量、盈利弹性或估值敏感性强结论 | 以 0.1 中 ASP / 毛利 / 寿命记录为准 | 补产品报价、分业务毛利、可靠性测试、订单 / 交付周期等官方来源 |"
"FOHLSRC-FOHLBASE-015-0070-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","70","70","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L70","e83ea51691f1c1725cbfeb6a37e4642ea2a0e028b2059c8422cf49e53dfc05c6","37","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.3 正文逐段降读改写记录"
"FOHLSRC-FOHLBASE-015-0072-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","72","72","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L72","467cdb233c9c9006ad09388e26f8af1cad03d1850ed672df39afc2f7bb377d2c","254","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> 本节承接 AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001,并落实 NEXT-ROBOT-027;以下标注已同步插入正文原承接稿对应标题前。正文仍为待审输入,不代表输出通过、对外交付、正式扩池或强字段升级。"
"FOHLSRC-FOHLBASE-015-0072-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","72","72","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L72","467cdb233c9c9006ad09388e26f8af1cad03d1850ed672df39afc2f7bb377d2c","254","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 本节承接 AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001,并落实 NEXT-ROBOT-027;以下标注已同步插入正文原承接稿对应标题前。正文仍为待审输入,不代表输出通过、对外交付、正式扩池或强字段升级。"
"FOHLSRC-FOHLBASE-015-0076-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","76","76","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L76","10a4dd15489091ebef71f5ede8371febace78bd4c93215c46f11d9e5a5b8bc86","280","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司结论与基本判断 | ## 1. 公司结论 | 机器人定位、核心判断、产品 / 方案 | 保留为范围 / 产品层待审线索,不写成审核通过结论、投资排序或对外交付事实。 | 补官方页码级证据、产品页或官方可复核快照。 |"
"FOHLSRC-FOHLBASE-015-0077-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","77","77","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L77","a038023b3c4421ac3c260c34fb29c7f1ac2d9d0c4c79ea8e74a88ab33501620f","308","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 收入、利润、订单和营收占比 | ## 5. 收入利润 | 收入、订单、机器人业务占比、利润弹性 | 统一降读为待核验事实 / 缺口,不写机器人专项收入、订单或利润事实。 | 补年报页码级抽取、交易所公告、官方 IR 或客户侧可复核来源。 |"
"FOHLSRC-FOHLBASE-015-0078-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","78","78","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L78","426dd7730e8fbd45dffccb51afe6f653dc71ae6bab60e98be9a935d9122269b9","311","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产量、销量、产能、市场份额 | ## 6. 产销产能与 ASP | 出货量、产销、产能利用率、市占率、批量供货 | 统一降读为待核验线索,不据此推导供给能力、份额或规模地位。 | 补官方产销表、年报表格、产品线披露或第三方可复核统计。 |"
"FOHLSRC-FOHLBASE-015-0079-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","79","79","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L79","8e4b4a6befd553eaf7cee11827a43dda409b5714090c38184f3e2be7814c8b4f","304","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户、供应链和供货状态 | ## 7. 客户与供应链 | 客户名称、供货量、主供 / 独供、份额、复购 | 统一降读为客户 / 供应链待核验线索,不写成确认供货关系。 | 补公司公告、客户侧公告、采购 / 中标、官方合作披露或人工快照。 |"
"FOHLSRC-FOHLBASE-015-0080-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","80","80","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L80","025cf00ec51015755f484023da330eba907c1801cae57d9b30bbcaefda72011d","349","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP、毛利、寿命和交付 | ## 8. 单价、寿命、更换周期与供货周期 | 单价、毛利率、寿命、更换周期、交付周期 | 统一降读为价值量 / 盈利 / 寿命缺口,不支撑单机价值量或盈利弹性强结论。 | 补产品报价、分业务毛利、可靠性测试、订单 / 交付周期等官方来源。 |"
"FOHLSRC-FOHLBASE-015-0081-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","81","81","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L81","01f844e413988d3110be73198e96363f03b6c3d33ebf424894c314c6a4e38ff9","295","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 成本结构与盈利敏感性 | ## 9. 成本结构 | 成本拆分、毛利率、单机价值量、国产替代弹性 | 统一降读为成本结构待核验线索,不写成盈利弹性或价值量结论。 | 补官方成本、分业务毛利、产品价格或可复核的第三方统计。 |"
"FOHLSRC-FOHLBASE-015-0082-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","82","82","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L82","0058faf287a31a8820983f21568cf4d041b4e307a15467f629189e3aaa6c5c0e","287","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 增量方向、确定性和弹性 | ## 11. 增量来自哪里 | 增量来源、确定性、弹性、投资读法 | 仅保留为研究观察方向,不构成投资排序、交易建议或收益承诺。 | 输出通过前改写为观察条件、触发条件、失效条件和风险。 |"
"FOHLSRC-FOHLBASE-015-0083-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","83","83","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L83","9491ab8d9ea3796a45902345b925ac6d73ba4fc7d975f705b31839a5bbebf5bd","64","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.4 primary source 快照 / 页码级证据补强执行记录"
"FOHLSRC-FOHLBASE-015-0085-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","85","85","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L85","09de611b1a660d8132e7e0e9dbe3a88569381d30c01b13d7398028933c197098","407","3","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> 本节承接 AUDIT-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001、AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001 返修意见和 NEXT-ROBOT-028A。本轮仅修复公司页占位符并写入真实页码抽取状态;不重跑已冻结的 18 条快照 manifest、7 条 page extract 表和 63 条中文证据摘要,也不代表输出通过、对外交付、完成状态、正式扩池或强字段升级。"
"FOHLSRC-FOHLBASE-015-0085-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","85","85","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L85","09de611b1a660d8132e7e0e9dbe3a88569381d30c01b13d7398028933c197098","407","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 本节承接 AUDIT-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001、AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001 返修意见和 NEXT-ROBOT-028A。本轮仅修复公司页占位符并写入真实页码抽取状态;不重跑已冻结的 18 条快照 manifest、7 条 page extract 表和 63 条中文证据摘要,也不代表输出通过、对外交付、完成状态、正式扩池或强字段升级。"
"FOHLSRC-FOHLBASE-015-0089-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","89","89","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L89","f2b1b407fb30714cbde61faff193b43e28f97493e4b49ba599a0291f734996ef","142","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 快照执行状态 | 已就本公司官方来源形成 2 条可复核快照 / PDF 复用记录,1 条下载或页码抽取缺口记录。 |"
"FOHLSRC-FOHLBASE-015-0092-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","92","92","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L92","be48353fe708267e363837a1fd70cce5a7e6d28682913787685a36d12f879e5a","352","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中文证据摘要 | 公司官网和激光雷达 VCSEL 产品页已保存 HTML / 文本快照,可支持高功率半导体激光芯片、激光雷达、3D 传感芯片和 VCSEL 系列等范围 / 产品层相关性;上交所年报 URL 返回反爬 HTML,页码级年报抽取仍需人工下载回执或替代官方 PDF;强字段保持缺口。 |"
"FOHLSRC-FOHLBASE-015-0093-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","93","93","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L93","79babf365abdd87781088a07a84de9cf4a771ea7335df2df3fa38054ac74f994","290","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 字段级边界 | 9 个字段的中文摘要见 second_batch_core7_evidence_summary_cn_20260704.csv;收入 / 订单、产能 / 产销、客户供货、ASP / 毛利 / 寿命、市场份额、主供 / 独供等强字段未获 reviewer 输出审核通过前继续降读或保留缺口。 |"
"FOHLSRC-FOHLBASE-015-0098-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","98","98","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L98","468c277f0530046ab8e7006ba8bcc9d6027e0021150c69fc7de604fc26c5b4b6","23","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 日期:2026-05-29"
"FOHLSRC-FOHLBASE-015-0100-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","100","100","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L100","e0aebe144d2cf876feb8e3727a1b338f86b0fd664e0dd4448054a0c1d6eee4f6","170","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 资料边界:本文基于本地化公开资料、长光华芯 2025 年年度报告整理;未处理原始 PDF / OCR。本地资料暂未包含 2026 年一季报。"
"FOHLSRC-FOHLBASE-015-0103-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","103","103","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L103","677f6b1a7ea9bd8ef2894b6201924a5fc17add1ebb72e4c3cdd10c4d0a8114eb","439","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> 段落级降读标注(PRW-CORE7-20260704-长光华芯-01-CONCLUSION):本段来自既有研究承接稿,只能按 `SCOPE_OR_PRODUCT_ONLY_PENDING_OUTPUT_REVIEW` 读取;涉及机器人定位、核心判断、产品 / 方案时,保留为范围 / 产品层待审线索,不写成审核通过结论、投资排序或对外交付事实。输出通过前必须满足:补官方页码级证据、产品页或官方可复核快照。"
"FOHLSRC-FOHLBASE-015-0103-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","103","103","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L103","677f6b1a7ea9bd8ef2894b6201924a5fc17add1ebb72e4c3cdd10c4d0a8114eb","439","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 段落级降读标注(PRW-CORE7-20260704-长光华芯-01-CONCLUSION):本段来自既有研究承接稿,只能按 `SCOPE_OR_PRODUCT_ONLY_PENDING_OUTPUT_REVIEW` 读取;涉及机器人定位、核心判断、产品 / 方案时,保留为范围 / 产品层待审线索,不写成审核通过结论、投资排序或对外交付事实。输出通过前必须满足:补官方页码级证据、产品页或官方可复核快照。"
"FOHLSRC-FOHLBASE-015-0105-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","105","105","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L105","00c3ed02422ee43512a72d9daa9369705c70551c0e064a4450465ea3659a569e","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 1. 公司结论"
"FOHLSRC-FOHLBASE-015-0107-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","107","107","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L107","330774fc69e0ca2970b2c5c0222269953bc7fabe83d976f64f067b30ff071ed5","374","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","长光华芯(688048.SH)在机器人产业链中应放在 **激光雷达 / 3D 传感 / 机器视觉定位的上游半导体激光芯片与光源模块** 环节。它不是机器人整机厂,也不是机器视觉系统商,而是做高功率半导体激光芯片、VCSEL、EEL、光通信芯片、器件、模块和直接半导体激光器的平台型光芯片公司。"
"FOHLSRC-FOHLBASE-015-0109-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","109","109","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L109","e7e57085e627bfaa0a4e71f2719d10fc163150180a1cec0951ba01ff49301a4f","525","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","机器人相关性主要来自两条线:第一,激光雷达和 3D 传感是移动机器人、服务机器人、具身机器人、AGV / AMR、机器视觉定位的重要感知硬件,长光华芯产品覆盖激光雷达 VCSEL、激光雷达 EEL、3D 传感 ToF / SL;第二,公司年报明确提到产品应用于激光雷达、机器视觉定位、智能安防、消费电子、3D 传感与摄像等领域,并在激光雷达与 3D 传感领域积极拓展机器人视觉传感、消费电子等新兴应用场景。"
"FOHLSRC-FOHLBASE-015-0111-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","111","111","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L111","54ec365fe4dbc3b5ca417724ff556273c6dcad88c38479954de545442b37eead","417","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","但当前不能把长光华芯归为“机器人收入明确”的公司。2025 年公司收入 4.77 亿元,同比 +75.09%,归母净利润 0.22 亿元,但扣非归母净利润仍为 -0.33 亿元。VCSEL 及光通讯芯片系列收入 0.41 亿元,已实现批量导入,但毛利率仅 12.81%;机器人 / 激光雷达 / 3D 传感收入、客户、出货量、ASP、寿命和供货周期尚未拆分披露。"
"FOHLSRC-FOHLBASE-015-0113-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","113","113","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L113","ad3f2087b702e9b0b2434495c63a1e30aaaf159ead77e1918e65c14ce3cd2383","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 2. 基本信息"
"FOHLSRC-FOHLBASE-015-0118-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","118","118","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L118","bbb035b46fb824454ad917384bf3ca5bf9b607665613d7512793a457f250de88","52","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 证券简称 / 代码 | 长光华芯 / 688048.SH |"
"FOHLSRC-FOHLBASE-015-0121-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","121","121","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L121","2f678af5cdb1c58e516a010c9fbc961f119128121d68f6ad7048f238cb96085a","49","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 量产平台 | 2 吋、3 吋、6 吋量产线 |"
"FOHLSRC-FOHLBASE-015-0122-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","122","122","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L122","33331a736ffcfac05ccec99798bb2fc4e0070da8d2b8ae93985337ca8fcc50d9","129","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人相关定位 | 激光雷达光源、3D 传感光源、机器视觉定位光源、VCSEL / EEL / ToF / 结构光光源 |"
"FOHLSRC-FOHLBASE-015-0123-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","123","123","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L123","0604372c058b2302520f27343cd32d83374bb6ed61b065510515a712149832d1","123","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 关键产品 | 高功率单管、高功率巴条、VCSEL、EEL、3D 传感 ToF / SL、光通信 VCSEL / DFB / EML / PIN |"
"FOHLSRC-FOHLBASE-015-0126-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","126","126","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L126","39e69dcef80f06300f88ce6dba1b987ed79f959794e5b06d3cbc1fe98d2f75aa","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 3. 所属产业链环节"
"FOHLSRC-FOHLBASE-015-0130-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","130","130","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L130","2fbe6cb6b4a101d0eef6c2fcf64e4464ba681a17da7518697f2b9e80429d8542","172","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 上游核心器件 | 半导体激光芯片、VCSEL、EEL | 激光雷达和 3D 传感的光源芯片 | 决定测距能力、功耗、可靠性、成本和量产一致性 |"
"FOHLSRC-FOHLBASE-015-0131-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","131","131","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L131","0e7957d65aae7033d5b0e7769b20248d225a2f1326b872863a9dd65298e2ee6b","211","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 上游器件 / 模块 | 光纤耦合模块、阵列模块、直接半导体激光器 | 从芯片向器件、模块、光源方案延伸 | 单价和客户粘性高于单芯片,但工艺和良率要求更高 |"
"FOHLSRC-FOHLBASE-015-0132-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","132","132","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L132","4f91a5babbba51c64fb58ee00975727a10a00ccd6e8bbacc61f19f884d9509f9","193","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中游感知方案 | 激光雷达、ToF、结构光、机器视觉定位 | 作为光源供应商进入方案商供应链 | 需穿透激光雷达厂、3D 视觉厂、机器人视觉模块厂 |"
"FOHLSRC-FOHLBASE-015-0133-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","133","133","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L133","5b53afdc8ae187a63c2265e9720395d727f9a0676c6dedc5ba41a2c983fe4f74","229","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 下游应用 | 服务机器人、移动机器人、无人驾驶、智能安防、消费电子、3D 摄像 | 年报明确提及服务机器人和机器人视觉传感 | 有应用场景线索,缺机器人客户和收入拆分 |"
"FOHLSRC-FOHLBASE-015-0135-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","135","135","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L135","35419f7dfd7e0c48fcb7a91218949a5f821873988e44faf2eae687cb79fa6e19","36","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 4. 机器人相关产品与线索"
"FOHLSRC-FOHLBASE-015-0139-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","139","139","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L139","678e0c10fcb66b94b818c198f5ded50a046b9ee8fa2b6b391a031070d639ccc9","236","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 激光雷达 VCSEL 系列 | 车载激光雷达、服务机器人、3D 感知 | 年报披露车载激光雷达芯片已通过 IATF16949 和 AECQ 认证 | 车规认证 / 应用拓展 | A | 机器人激光雷达客户、出货量、ASP |"
"FOHLSRC-FOHLBASE-015-0141-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","141","141","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L141","575e5c50ae790fa3f8d17433b887bd3b20e3fcb13d49deb55284a65c13242168","176","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 3D 传感 ToF / SL | 3D 感知、机器人避障、定位、消费电子 | 产品矩阵中列示 3D 传感 ToF、3D 传感 SL | 产品布局 | A | 机器人 3D 视觉客户 |"
"FOHLSRC-FOHLBASE-015-0142-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","142","142","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L142","95c615530139276a3f65a89504dfe66255066104a8fdb8d152c1dac27cf47169","209","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人视觉传感 | 机器人视觉、机器视觉定位 | 年报称依托技术储备拓展机器人视觉传感、消费电子等新兴应用场景 | 应用拓展 | A | 客户名称、订单、收入 |"
"FOHLSRC-FOHLBASE-015-0143-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","143","143","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L143","281cea43ad57a889f13d8d4d1a6fc8627aed2b184e01a32c244a8588d2f3d5e0","204","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高效率 VCSEL | 3D 传感、AR/VR、光通信、激光雷达 | 公司称低损耗多结 VCSEL 结构技术将面发射芯片效率提升到 74% | 技术突破 | A | 是否量产到机器人 ToF / SL |"
"FOHLSRC-FOHLBASE-015-0144-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","144","144","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L144","757f50adee24659873e5e6cbd21971ef3b06934ecffa663481f83857a8acb412","290","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 苏州镭智传感参股线索 | 激光传感器、机器视觉传感器、光电传感器、机器人 | 关联方说明中披露苏州镭智传感业务包含机器视觉传感器和机器人研发制造销售 | 产业链投资线索 | A | 与长光华芯主业协同、订单和收入 |"
"FOHLSRC-FOHLBASE-015-0146-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","146","146","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L146","d61bd78516c56d751d50e47f365b505f5edda51d2ad3dfa5623789d1ae3918b3","430","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 段落级降读标注(PRW-CORE7-20260704-长光华芯-02-REVENUE_ORDER):本段来自既有研究承接稿,只能按 `DATA_GAP_REVIEW` 读取;涉及收入、订单、机器人业务占比、利润弹性时,统一降读为待核验事实 / 缺口,不写机器人专项收入、订单或利润事实。输出通过前必须满足:补年报页码级抽取、交易所公告、官方 IR 或客户侧可复核来源。"
"FOHLSRC-FOHLBASE-015-0148-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","148","148","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L148","038698b16e23bc2018d4ce9014c56de8d0428876567ad1cebb5e045e5cdecf10","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 5. 收入利润"
"FOHLSRC-FOHLBASE-015-0150-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","150","150","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L150","05ced0eb511ec94047b8785c5025eba5d9f3cf36f5c55f2051efa2864fc955e9","36","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 指标 | 2025 年 | 分析判断 |"
"FOHLSRC-FOHLBASE-015-0152-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","152","152","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L152","13bd2abc1d37d4f5149ddc1743fad3ab5cfad31e3ec5c96945a4170e6bd0dff0","122","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 营业收入 | 4.77 亿元,同比 +75.09% | 收入高增,主要来自高功率产品和光通信业务批量出货 |"
"FOHLSRC-FOHLBASE-015-0153-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","153","153","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L153","3bbd941c65f3b15c4ab79aa239f5d2e06dde857128c204d34e10ec5eb4d94e33","102","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 归母净利润 | 0.22 亿元,2024 年为 -1.00 亿元 | 扭亏为盈,但利润绝对额仍小 |"
"FOHLSRC-FOHLBASE-015-0154-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","154","154","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L154","2aa75eaaab58255df04e50e05ecaba2d4a6fcd979a5cf652b82f8e4ea5b5c36e","121","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 扣非归母净利润 | -0.33 亿元,2024 年为 -1.46 亿元 | 扣非仍亏,商业化和规模效应仍需观察 |"
"FOHLSRC-FOHLBASE-015-0155-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","155","155","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L155","c01deb378d1ffa2c9197054ee1efea87cb717fd8190da74c60b8f96ba1e4a129","90","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 经营现金流净额 | 0.22 亿元,2024 年为 -0.66 亿元 | 经营现金流转正 |"
"FOHLSRC-FOHLBASE-015-0156-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","156","156","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L156","939fca164a6681d4b6f63d9155cfada2024cbb09db28d75b54eee8b5ff56e828","70","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 研发费用 | 1.15 亿元,同比 -9.31% | 研发费用仍较高 |"
"FOHLSRC-FOHLBASE-015-0157-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","157","157","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L157","6411388624e3e3c5c19685f74ab045634a8c0e5b4deaaacc7d1fece57e4e7854","130","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 研发投入占收入 | 24.18%,同比下降 22.51pct | 收入增长摊薄研发投入占比,但仍是高研发强度公司 |"
"FOHLSRC-FOHLBASE-015-0158-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","158","158","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L158","ecf50a035fcdbef595297f6df1c94451b10ab7956c19e8cf3a1df28da194f83b","100","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人相关收入 | 未披露 | 激光雷达、3D 传感、机器人视觉传感收入未拆 |"
"FOHLSRC-FOHLBASE-015-0160-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","160","160","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L160","7f8cfb8e6c81a717a880b88551d805eafeda8629af44a13ae94577e5478c4944","34","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 5.1 2025 年产品收入结构"
"FOHLSRC-FOHLBASE-015-0162-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","162","162","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L162","c0b424c5325c4d282a16afe7b1cd6018dea467182f7aea6831492279a25aaf34","76","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产品 | 收入 | 毛利率 | 同比 | 机器人相关性 | 分析判断 |"
"FOHLSRC-FOHLBASE-015-0164-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","164","164","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L164","adf13caed255969df2bbc6aec21e16769fe7f8f2dbac744591ae8513c4f30a19","170","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高功率单管系列 | 3.86 亿元 | 31.56% | 收入 +80.92% | 中 | 主力收入来源,主要面向工业激光器和加工场景,间接支持机器人制造端 |"
"FOHLSRC-FOHLBASE-015-0165-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","165","165","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L165","35b23621411d8e319946f973306e5e2a9144caf191537d4acc105f1f92c865f1","137","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高功率巴条系列 | 0.29 亿元 | 67.33% | 收入 -20.60% | 低到中 | 毛利高但收入下滑,应用更偏高功率激光器 |"
"FOHLSRC-FOHLBASE-015-0166-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","166","166","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L166","e68e122b241a45ed9ab7e8ba1f2e921c85a8e13fe8682b560c8517187cb6779b","190","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| VCSEL 及光通讯芯片系列 | 0.41 亿元 | 12.81% | 收入 +1036.79% | 高 | 与激光雷达、3D 传感、机器人视觉传感最相关,但仍处于批量导入和低毛利阶段 |"
"FOHLSRC-FOHLBASE-015-0167-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","167","167","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L167","5f65a4a29a6f8ff94f4c0f95e2836cdedc9f1eaba5a3f4eb76efc829bd9cd4b9","140","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 其他 | 0.21 亿元 | 86.93% | 收入 +10.86% | 低 | 含废料销售、设备销售、房屋租赁、维修服务和投资管理报酬 |"
"FOHLSRC-FOHLBASE-015-0169-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","169","169","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L169","bb43cdf6abf66d41ba3120cd8dd910262d5d331862a74ebb618a54321beb47b8","442","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 段落级降读标注(PRW-CORE7-20260704-长光华芯-03-CAPACITY_VOLUME):本段来自既有研究承接稿,只能按 `PENDING_PRIMARY_SOURCE_REVIEW` 读取;涉及出货量、产销、产能利用率、市占率、批量供货时,统一降读为待核验线索,不据此推导供给能力、份额或规模地位。输出通过前必须满足:补官方产销表、年报表格、产品线披露或第三方可复核统计。"
"FOHLSRC-FOHLBASE-015-0171-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","171","171","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L171","4068141682add49fed6861f040062a683061dd8dce718f2fccd5290b8a1f33ae","25","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 6. 产销产能与 ASP"
"FOHLSRC-FOHLBASE-015-0173-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","173","173","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L173","d02eae6d9759708b53290006ea9a8e3666d702b4aa5e65e3460f1d40e15072e9","45","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 指标 | 2025 年披露值 | 分析判断 |"
"FOHLSRC-FOHLBASE-015-0175-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","175","175","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L175","38a0d491dca5ad57937458ea79eaee6ddbf8b2f8d4966df59bad1c5596ab7d77","125","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高功率单管芯片 | 生产 4,619.72 万颗,销售 3,406.30 万颗,库存 637.44 万颗 | 主力产品放量明显 |"
"FOHLSRC-FOHLBASE-015-0176-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","176","176","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L176","7e810d42f42d933e94d52f94d53881999e34d18351133e3374e0e9d61f5670e0","123","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高功率巴条芯片 | 生产 30.74 万颗,销售 34.39 万颗,库存 6.63 万颗 | 销量增长快,库存下降 |"
"FOHLSRC-FOHLBASE-015-0177-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","177","177","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L177","469b3b8ee3c4ac8a975d495bd963c9dc74fe7f5c5be37c0e23fe946ceeab6a35","149","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 单管及巴条器件 | 生产 160.21 万个,销售 20.85 万个,库存 55.61 万个 | 生产量高于销量,需关注自用和库存结构 |"
"FOHLSRC-FOHLBASE-015-0178-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","178","178","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L178","800251a20b30017fdbd137b4670754a17ecc517a157f05f5beb7326c67c97166","118","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 光纤耦合及阵列模块 | 生产 6.64 万个,销售 6.32 万个,库存 0.68 万个 | 模块端增长较快 |"
"FOHLSRC-FOHLBASE-015-0179-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","179","179","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L179","b99e1f21ac3b98677d79a04499912531fec54a78cad6945d72a3d9fe70f10e2c","111","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 直接半导体激光器 | 生产 1,151 台,销售 952 台,库存 409 台 | 销量下滑,库存增加 |"
"FOHLSRC-FOHLBASE-015-0180-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","180","180","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L180","e8c486260b0dd867a9003e16b60addcde53731776c2454de62a491642c780fb1","150","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| VCSEL 及光通讯芯片系列 | 生产 361.24 万颗,销售 231.78 万颗,库存 85.67 万颗 | 批量导入,产销和库存均大幅增长 |"
"FOHLSRC-FOHLBASE-015-0181-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","181","181","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L181","977fbadd53fa18b32991416c83e9c9e6e3b98bec6e0e586e3a9cf5b02a686f36","148","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| VCSEL / 光通信大类 ASP | 按收入 / 销量粗算约 17.77 元 / 颗 | 混合口径,不等于激光雷达或机器人 3D 传感光源 ASP |"
"FOHLSRC-FOHLBASE-015-0182-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","182","182","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L182","89d190076a0faa9a232e0b357bd3642f0016b68cc0397a4ab92afa0357a89f23","118","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人 / 激光雷达光源出货 | 未披露 | 需要激光雷达厂、3D 视觉厂、机器人客户侧验证 |"
"FOHLSRC-FOHLBASE-015-0184-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","184","184","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L184","7c58255e9658cc0e7a4e98dd371ea0222dc915502c02204a23192dd79abfadb7","428","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 段落级降读标注(PRW-CORE7-20260704-长光华芯-04-CUSTOMER_SUPPLY):本段来自既有研究承接稿,只能按 `DATA_GAP_REVIEW` 读取;涉及客户名称、供货量、主供 / 独供、份额、复购时,统一降读为客户 / 供应链待核验线索,不写成确认供货关系。输出通过前必须满足:补公司公告、客户侧公告、采购 / 中标、官方合作披露或人工快照。"
"FOHLSRC-FOHLBASE-015-0186-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","186","186","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L186","a4418aef5225675606e47f940510634d80cdf9f6c7a8e6fe3e5736bec0fbed79","24","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 7. 客户与供应链"
"FOHLSRC-FOHLBASE-015-0190-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","190","190","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L190","f2f5ad0854fd98e4ead3ee29bfb7abfb9fdf4fb66500dadd9ef6b760acc78dde","142","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 销售模式 | 国内直销为主,海外通过代理商 / 经销商 | 中 | 机器人客户若在国内,理论上可通过直销导入 |"
"FOHLSRC-FOHLBASE-015-0191-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","191","191","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L191","fa3ecbb0e7623892cfe1b5d5b8fc8a80a967109ed4682b198cd81f512159b554","184","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产品导入流程 | 样品测试、客户可靠性测试、小批量、多批次合格后转批量 | 高 | 机器人 / 激光雷达导入周期会比较长,客户认证很关键 |"
"FOHLSRC-FOHLBASE-015-0192-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","192","192","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L192","d96c6e384a49f5f4dc224b360858a0f615fb1da88cf8fad3357b4b9fe480b46b","171","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户集中度 | 前五名客户销售额 2.41 亿元,占年度销售总额 50.50%;第一大客户占 28.08% | 中 | 客户集中度较高,客户名称未披露 |"
"FOHLSRC-FOHLBASE-015-0193-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","193","193","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L193","d8e2220111ab12178026d8fba045d1283640ae2efde41ff09492a344205d5cdd","183","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 供应商集中度 | 前五名供应商采购额 1.25 亿元,占年度采购总额 43.52% | 中 | 供应端集中度低于 Fabless CIS 公司,但关键设备 / 材料仍重要 |"
"FOHLSRC-FOHLBASE-015-0194-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","194","194","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L194","07ea6fb1f0e35aed0b6436de2ee2e9339c23045a33880a3ecbfe0e527c9a97f1","214","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产业链投资 | 参股华日激光、镓锐芯光、匀晶光电、星钥光子、单峰光子、镭智传感等 | 中 | 可延展光通信、硅光、光传感、机器视觉传感,但协同收入需验证 |"
"FOHLSRC-FOHLBASE-015-0195-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","195","195","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L195","4318f346cf4d17116c68dde2934352acb94f51a1fc9ecdd9abd5521a9ce8ccc9","97","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人客户 | 未披露 | 高 | 当前只能确认应用场景,不能确认供货对象 |"
"FOHLSRC-FOHLBASE-015-0197-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","197","197","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L197","039783eea46e8abca9f181f865a7a4f3621b6ba728ec7499078d12a28c0d8f9e","449","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 段落级降读标注(PRW-CORE7-20260704-长光华芯-05-ASP_MARGIN_LIFE):本段来自既有研究承接稿,只能按 `DATA_GAP_REVIEW` 读取;涉及单价、毛利率、寿命、更换周期、交付周期时,统一降读为价值量 / 盈利 / 寿命缺口,不支撑单机价值量或盈利弹性强结论。输出通过前必须满足:补产品报价、分业务毛利、可靠性测试、订单 / 交付周期等官方来源。"
"FOHLSRC-FOHLBASE-015-0199-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","199","199","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L199","d95a26c3a1bc184739ba655f2e523f514779263e1c1d13aafd1d6f0033ec2527","51","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 8. 单价、寿命、更换周期与供货周期"
"FOHLSRC-FOHLBASE-015-0203-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","203","203","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L203","5dbb9db39821ab709152886bf92284a6805e7d643cb0f22551e5d98df5cd8d36","210","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 激光雷达 / 3D 传感光源 ASP | 未披露;VCSEL 及光通信大类混合均价约 17.77 元 / 颗仅作宽口径参考 | 需要按 VCSEL、EEL、ToF、结构光、车规 / 工业 / 消费级分别拆 |"
"FOHLSRC-FOHLBASE-015-0204-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","204","204","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L204","36aaef90e23ff3966a5b74272386604a31be3cd846a812c3ffd4241eae6a53ca","106","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人视觉传感 ASP | 未披露 | 需要机器人客户、激光雷达厂或 3D 视觉模组 BOM |"
"FOHLSRC-FOHLBASE-015-0206-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","206","206","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L206","0f3bbc0240340ac6a352828aa3d641eef3953fe7ce5914fb9d81c04a264ffc64","103","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 供货周期 | 未披露 | 需要从样品、客户认证、小批量到批量供货的项目周期 |"
"FOHLSRC-FOHLBASE-015-0207-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","207","207","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L207","e7e42158f54fcd2e51f76dfa2b80686579f7dce1c008a3d7594c441d3bce3066","98","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产能利用率 | 未披露 | 需要 2 吋 / 3 吋 / 6 吋产线利用率、VCSEL 产能释放 |"
"FOHLSRC-FOHLBASE-015-0209-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","209","209","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L209","6a2e2eee5b10cbf184db0dd4a79bbd30344fb44c7430392ae763a31145aeb4ff","427","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 段落级降读标注(PRW-CORE7-20260704-长光华芯-06-COST_STRUCTURE):本段来自既有研究承接稿,只能按 `DATA_GAP_REVIEW` 读取;涉及成本拆分、毛利率、单机价值量、国产替代弹性时,统一降读为成本结构待核验线索,不写成盈利弹性或价值量结论。输出通过前必须满足:补官方成本、分业务毛利、产品价格或可复核的第三方统计。"
"FOHLSRC-FOHLBASE-015-0211-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","211","211","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L211","fa35606bd69ed1a422057b91f68b0acc66aa5d224ea48169dc8ad1066fdadf13","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 9. 成本结构"
"FOHLSRC-FOHLBASE-015-0213-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","213","213","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L213","ead568b23a8edcdd3da4939723d488830bf4b17ae154e5520181742fc51522bd","60","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产品 | 主要成本项 | 2025 年占比 | 分析判断 |"
"FOHLSRC-FOHLBASE-015-0215-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","215","215","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L215","50d8679bfabb34a99ea8150da657dda5c1f6e68ee61092c78f1dccc0c8cb7d67","155","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高功率单管系列 | 直接材料 / 直接人工 / 制造费用 / 其他 | 51.47% / 8.34% / 33.56% / 6.63% | 材料和制造费用共同决定毛利 |"
"FOHLSRC-FOHLBASE-015-0216-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","216","216","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L216","5a4fbe6d6e5476697d1306cb017cbf86d0d3f5a5f2a1a0562753e3f5cba7850e","177","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高功率巴条系列 | 直接材料 / 直接人工 / 制造费用 / 其他 | 31.21% / 11.87% / 54.25% / 2.67% | 制造费用占比高,产能利用和良率对利润敏感 |"
"FOHLSRC-FOHLBASE-015-0217-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","217","217","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L217","09bdba283e883d705be64207923966737ac9f733734daed9cb92ec8da69fe01a","187","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| VCSEL 及光通讯芯片系列 | 直接材料 / 直接人工 / 制造费用 / 其他 | 95.51% / 0.69% / 3.79% / 0.02% | 新产品导入期材料成本占比极高,毛利率被拉低 |"
"FOHLSRC-FOHLBASE-015-0218-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","218","218","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L218","960215531739afe0a4be55bb31b6fc7431c3bc258eece8fecec691071b0892df","176","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 资本开支 / 固定资产 | 年报提示半导体激光制造设备投入较大 | - | 外延生长、腔面处理、光刻、测试组装设备决定产能和折旧压力 |"
"FOHLSRC-FOHLBASE-015-0220-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","220","220","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L220","83a80fa70127d83af6813d10c8d237abeb9910c73d83aab1840427525bfd06ba","64","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 10. 与炬光科技、福晶科技、思特威 / 豪威对比"
"FOHLSRC-FOHLBASE-015-0226-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","226","226","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L226","48d75592d51e2e5c102c050e6fb536a2270284bbb6238c519306c88f6d8c73a6","181","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 思特威 / 豪威 | CIS 图像传感器 | CIS 负责“接收光 / 成像”,长光华芯负责“发光 / 主动照明 / 测距光源”,二者共同构成 3D 感知链条 |"
"FOHLSRC-FOHLBASE-015-0227-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","227","227","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L227","447ea6a35f43daba58f3c5dce1431706ccff641a2da369a535915f0db93e3649","161","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 奥比中光 | 3D 视觉传感器方案 | 奥比更接近机器人 3D 视觉方案端;长光华芯更偏上游光源,可能通过方案商进入机器人 |"
"FOHLSRC-FOHLBASE-015-0228-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","228","228","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L228","729160c701768c3e7d4ca43452d00a40b9c37c55fcb2bd82cbdcca101c438115","178","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 海康机器人 / 华睿 | 工业视觉和机器人设备 | 海康 / 华睿是设备和系统端;长光华芯需要通过光源 / 激光雷达 / 3D 模组进入其供应链 |"
"FOHLSRC-FOHLBASE-015-0230-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","230","230","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L230","e45b62e69608ee328ed418a8342a873fa4ba2239c069c2545a7eff5dd947cd49","420","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 段落级降读标注(PRW-CORE7-20260704-长光华芯-07-INCREMENT_LOGIC):本段来自既有研究承接稿,只能按 `RESEARCH_OBSERVATION_ONLY` 读取;涉及增量来源、确定性、弹性、投资读法时,仅保留为研究观察方向,不构成投资排序、交易建议或收益承诺。输出通过前必须满足:输出通过前改写为观察条件、触发条件、失效条件和风险。"
"FOHLSRC-FOHLBASE-015-0232-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","232","232","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L232","de73033346916b1545360b9e5434c601af19481b941ed7d7b0771b2887365988","25","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 11. 增量来自哪里"
"FOHLSRC-FOHLBASE-015-0237-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","237","237","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L237","1b70fd51fc778f18082e7e2b97580e8e64f24e32fdccbf607e1f4170f530c09a","107","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 光通信芯片 | AI 算力推动 800G / 1.6T 光模块升级,光芯片短缺带来机会 | 中 | 高 |"
"FOHLSRC-FOHLBASE-015-0238-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","238","238","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L238","42e386dcb7f1801e51530622a6835bfb8e1890de0fb7189c04750aaa6eb13a03","118","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 激光雷达 | 车载激光雷达、服务机器人、机器视觉定位、3D 传感拉动光源需求 | 中 | 高 |"
"FOHLSRC-FOHLBASE-015-0243-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","243","243","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L243","91f7ffefaff24f484aee6f8d646e6af0a7ae7febb53d99f3b172a6fde91f814e","37","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 12. 证据等级与待验证问题"
"FOHLSRC-FOHLBASE-015-0247-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","247","247","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L247","b22f8cde84090a8625d31cb1d8cf80d6c1ac031d48c094e6441f41e35f49d719","103","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人收入是多少 | 未披露 | 激光雷达 / 3D 传感 / 机器人视觉传感分部收入 |"
"FOHLSRC-FOHLBASE-015-0248-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","248","248","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L248","575efedd55862eef7cd3d74ea435ead0278554454a4073040298a789f598e89f","109","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 进入哪些机器人客户 | 未披露 | 机器人客户公告、激光雷达 / 3D 视觉模组供应链 |"
"FOHLSRC-FOHLBASE-015-0249-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","249","249","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L249","47ac645a6ded6f5136dbc550ad5ec0a9caa592d71c2b7356fe683da90a16b56a","94","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 激光雷达光源出货量 | 未披露 | 车载 / 服务机器人激光雷达客户订单 |"
"FOHLSRC-FOHLBASE-015-0250-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","250","250","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L250","dcb6809ca0062e4f5f2e598f771148e8f1f44b62beedf76d07b72437a401e6ac","73","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| VCSEL / EEL ASP | 未披露 | 按型号和应用场景拆分的价格 |"
"FOHLSRC-FOHLBASE-015-0252-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","252","252","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L252","b7387e0c626fdc45b78952a0d29078d45a7bb02948bc096e94c99d0f56612993","88","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产能利用率 | 未披露 | 2 吋、3 吋、6 吋产线产能、良率、利用率 |"
"FOHLSRC-FOHLBASE-015-0253-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","253","253","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L253","2d13651822bea9caf5bb140e1b65e62ad37b95f67f2d34e630a4b7499f5bc62d","96","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 扣非盈利拐点 | 扣非仍亏 | VCSEL / 光通信 / 激光雷达放量和毛利率改善 |"
"FOHLSRC-FOHLBASE-015-0255-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","255","255","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L255","fe6d946f5ab9fb075daf27da0b91ca9408926e93267a7bbb226d40e729767459","19","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 13. 参考资料"
"FOHLSRC-FOHLBASE-015-0257-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","257","257","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L257","2ded1bb38832f7c32f429ec9945dda6220c987e4c014619f47babeb9735aa299","129","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 本地资料卡:`E:/industry/data/public/robotics/core_components/extracted/cards/20260528_长光华芯_年报_c8a4b78729.md`"
"FOHLSRC-FOHLBASE-015-0258-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","258","258","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L258","28a14dc25bca95f7fe2cc75043b30fcf7f23f63867e62cbea297edfc175ed10c","136","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 本地年报文本:`E:/industry/data/public/robotics/core_components/extracted/html_text/20260528_长光华芯_年报_c8a4b78729.md`"
"FOHLSRC-FOHLBASE-015-0259-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","259","259","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L259","50e6ea7fdc4b00081841ac55f076c301aa80c2eb18649b4e024f3eb35dc7e819","115","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 公告镜像:`https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12113966&stockid=688048`"
"FOHLSRC-FOHLBASE-016-0004-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","4","4","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L4","921b94ff7ba01c586b8e700aa531b6a0e4f067670bacf580729b9351f42f9d99","35","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> case_id: ANA-ROBOT-INDUSTRY-001"
"FOHLSRC-FOHLBASE-016-0005-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-016-0005-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-016-0006-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","6","6","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L6","51ddefb06b154109ad40b8a957ea1dc8d5f6ce2e5ab03823e2d66f370c5111b7","43","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> batch_id: BATCH-ANA-ROBOT-MIGRATION-001"
"FOHLSRC-FOHLBASE-016-0007-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-016-0007-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-016-0010-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","10","10","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L10","6b70fdf4319b34a38405a95b6e109c6b55a71a355b6c2d255ed66038aa349b03","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> frozen_date: 2026-07-03"
"FOHLSRC-FOHLBASE-016-0012-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","12","12","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L12","229e5b6f2d71cd5b4705f7f20be8540ea151a520c9cbe1234c970c6502cc9304","24","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0. 冻结复核结论"
"FOHLSRC-FOHLBASE-016-0015-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","15","15","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L15","cd79cd837d92015495dff874aaa02b5e4a015d3140260011f8331796c19e169b","173","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 当前冻结含义是“稳定文件名、稳定入口、稳定来源映射和正式返修基线”,不是审核通过、不是对外交付版,也不是投资建议。"
"FOHLSRC-FOHLBASE-016-0016-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L16","705d939da58d5af5359f66afd4e6cebb0b52c40db48eb9a6372be783a579ff7d","334","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 证据状态统一按 FIRST_BATCH9_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-016-0016-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L16","705d939da58d5af5359f66afd4e6cebb0b52c40db48eb9a6372be783a579ff7d","334","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 证据状态统一按 FIRST_BATCH9_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-016-0017-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","17","17","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L17","2a000f35ef26bbeef8651ace9f93eca2377eec165c6874cfe416cb360568c998","163","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 复核备注:已按 P0 公司首批迁入;正式公司结论前需核验机器人收入/占比、客户供货阶段、ASP、寿命、产能和证据等级。"
"FOHLSRC-FOHLBASE-016-0019-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L19","4ee1975275ad4bdf0de8da13d2ca9527eed0ce1913f23921f155a9b87783fb26","57","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-029)"
"FOHLSRC-FOHLBASE-016-0019-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L19","4ee1975275ad4bdf0de8da13d2ca9527eed0ce1913f23921f155a9b87783fb26","57","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-029)"
"FOHLSRC-FOHLBASE-016-0021-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L21","5c82b1c961d876f19fbb2f5376e1eb308eca03026613589bc8af6145f2ce3099","196","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 本节为首批 9 公司输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、正式公司池确认、对外交付或完成状态。"
"FOHLSRC-FOHLBASE-016-0021-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L21","5c82b1c961d876f19fbb2f5376e1eb308eca03026613589bc8af6145f2ce3099","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 本节为首批 9 公司输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、正式公司池确认、对外交付或完成状态。"
"FOHLSRC-FOHLBASE-016-0022-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","22","22","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L22","9b9c649ecdbe80d8d26cf74a7391349e7fcd8a3b8bb8af6425f150ce1e85fd92","155","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 首批 9 范围:雷赛智能、步科股份、绿的谐波、柯力传感、奥比中光、兆威机电、拓普集团、三花智控、汇川技术。"
"FOHLSRC-FOHLBASE-016-0023-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","23","23","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L23","daecb9b9cb40b9e6befd7ce5c4a99bb20689a0df3f42f0583702740aaadd5dde","224","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 强字段统一降读:收入 / 订单、产能 / 产销、客户供货、ASP / 毛利 / 寿命、市场份额、主供 / 独供等,只能保留为待核验事实或缺口,不得由既有研究迁移稿直接升级。"
"FOHLSRC-FOHLBASE-016-0027-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","27","27","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L27","c7dbdf4972ce61c83210ffab224a1a666b1ae61c806cda73fdd7a238800adb0d","232","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 机器人相关定位 | 范围 / 产品层待审线索 | 仅保留为既有研究承接线索,正式结论前需回到公告、年报、官网或客户侧资料核验。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-016-0027-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","27","27","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L27","c7dbdf4972ce61c83210ffab224a1a666b1ae61c806cda73fdd7a238800adb0d","232","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人相关定位 | 范围 / 产品层待审线索 | 仅保留为既有研究承接线索,正式结论前需回到公告、年报、官网或客户侧资料核验。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-016-0028-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","28","28","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L28","7098b56319a52008b96fc885a044c191cd5c50d6259cd82224b76911ceaa8403","190","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产业链环节 | 范围 / 产品层待审线索 | 作为待审归类输入,不等同正式产业链覆盖或公司池确认。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-016-0029-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","29","29","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L29","2ebdb82657f9f9c7c26344d3a888aa0ffe57ea21000d3158242ca9ed12cd4f2a","206","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 核心判断 / P0 归因 | 范围 / 产品层待审线索 | 降读为分析员侧承接判断,需 reviewer 审核后才能进入正式输出。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-016-0029-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","29","29","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L29","2ebdb82657f9f9c7c26344d3a888aa0ffe57ea21000d3158242ca9ed12cd4f2a","206","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心判断 / P0 归因 | 范围 / 产品层待审线索 | 降读为分析员侧承接判断,需 reviewer 审核后才能进入正式输出。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-016-0030-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","30","30","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L30","6de59b41c4cb59ae12445788ea64b216f7489e90cce2925ec90b2a55e90dd2df","208","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 机器人产品 / 方案 | 范围 / 产品层待审线索 | 产品描述可保留为待审线索,参数、客户和商业化阶段不得外推。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-016-0030-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","30","30","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L30","6de59b41c4cb59ae12445788ea64b216f7489e90cce2925ec90b2a55e90dd2df","208","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人产品 / 方案 | 范围 / 产品层待审线索 | 产品描述可保留为待审线索,参数、客户和商业化阶段不得外推。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-016-0031-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","31","31","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L31","122a8e5da5f7ea9be46f3d03aaf8c1cdd5b1b3c5153db062c1098df945d2ce1c","221","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 机器人收入 / 订单 | 待核验 / 缺口保留 | 未完成本轮 primary source 逐项核验,收入、订单、占比和金额保持缺口或待核验。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-016-0031-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","31","31","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L31","122a8e5da5f7ea9be46f3d03aaf8c1cdd5b1b3c5153db062c1098df945d2ce1c","221","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人收入 / 订单 | 待核验 / 缺口保留 | 未完成本轮 primary source 逐项核验,收入、订单、占比和金额保持缺口或待核验。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-016-0032-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","32","32","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L32","8861d5b9eb67cbaae20b5f3d7491a39b9eecc295952c0bd2b812033269841238","208","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 出货 / 产能 / 产销 / 利用率 | 待核验 / 缺口保留 | 不得把既有研究中的产能、出货或产销表述升级为正式事实。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-016-0032-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","32","32","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L32","8861d5b9eb67cbaae20b5f3d7491a39b9eecc295952c0bd2b812033269841238","208","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 出货 / 产能 / 产销 / 利用率 | 待核验 / 缺口保留 | 不得把既有研究中的产能、出货或产销表述升级为正式事实。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-016-0033-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L33","05d83b877596e2a79dae38caa55c4f645806799e389e101d4b6101adf3eda3ec","226","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 客户供货 / 主供 / 独供 / 份额 | 待核验 / 缺口保留 | 客户、主供、独供、份额和供应体系关系均需客户侧或公司侧官方证据。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-016-0033-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L33","05d83b877596e2a79dae38caa55c4f645806799e389e101d4b6101adf3eda3ec","226","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户供货 / 主供 / 独供 / 份额 | 待核验 / 缺口保留 | 客户、主供、独供、份额和供应体系关系均需客户侧或公司侧官方证据。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-016-0034-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L34","9b0687ac1aca90e8c7c9de6faaee97ad8b61ee39f8168b89bf055c6d316b346a","211","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| ASP / 毛利 / 寿命 / 售后 | 待核验 / 缺口保留 | 无官方可复核证据前保留为缺口,不用于输出通过或估值弹性判断。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-016-0034-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L34","9b0687ac1aca90e8c7c9de6faaee97ad8b61ee39f8168b89bf055c6d316b346a","211","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP / 毛利 / 寿命 / 售后 | 待核验 / 缺口保留 | 无官方可复核证据前保留为缺口,不用于输出通过或估值弹性判断。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-016-0035-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L35","b396fa2a00b43a538dbab32ff5806764246769be422ae8a3e507000ca9c140f3","214","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 市场份额 / 增量弹性 | 待核验 / 缺口保留 | 仅作为待验证分析路径,不能写成确定份额、确定放量或正式投资结论。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-016-0035-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L35","b396fa2a00b43a538dbab32ff5806764246769be422ae8a3e507000ca9c140f3","214","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 市场份额 / 增量弹性 | 待核验 / 缺口保留 | 仅作为待验证分析路径,不能写成确定份额、确定放量或正式投资结论。 | FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-016-0037-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","37","37","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L37","bc1738bccad1175fa3b1f9b1504be982d80c53c5368f9bc51f4f0840462bf73c","128","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/first_batch9_field_downgrade_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-016-0039-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L39","5ebba625f14ec07652e3b464d1f417cd68301aa47e56b0eecdd7934ee227148f","63","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-029)"
"FOHLSRC-FOHLBASE-016-0039-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L39","5ebba625f14ec07652e3b464d1f417cd68301aa47e56b0eecdd7934ee227148f","63","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-029)"
"FOHLSRC-FOHLBASE-016-0043-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","43","43","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L43","75ae711804d5fec2d703e55418688fffa4ca013e54bbac275ecf6088d99b92cd","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 公司结论 / 一句话结论 | 将 P0、核心看点、商业化判断降读为承接线索,不写成审核通过结论。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-016-0043-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","43","43","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L43","75ae711804d5fec2d703e55418688fffa4ca013e54bbac275ecf6088d99b92cd","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司结论 / 一句话结论 | 将 P0、核心看点、商业化判断降读为承接线索,不写成审核通过结论。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-016-0044-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","44","44","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L44","b3fba4991aa4812d81f841c4ee2fa179b313f156f4a2aa56eb16d9f1814520fa","178","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 机器人产品和产业链位置 | 保留产品层描述,但标注仍待 primary source 或 reviewer 复核。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-016-0045-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","45","45","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L45","00ffa9594ad81188cfcbf410fab63a6b9195ecff3e59da6db42dade3e83d5054","200","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 收入、订单、营收占比 | 收入、订单、占比、利润弹性全部保留待核验或缺口,不作为正式输出事实。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-016-0045-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","45","45","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L45","00ffa9594ad81188cfcbf410fab63a6b9195ecff3e59da6db42dade3e83d5054","200","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 收入、订单、营收占比 | 收入、订单、占比、利润弹性全部保留待核验或缺口,不作为正式输出事实。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-016-0046-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L46","4d0c46a499d0aca9aae109bb219c6be4b0fcc299b2c6e3609d0186fed0f48167","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 出货、产能、产销和利用率 | 出货、产能、良率、利用率和交付节奏不因既有研究迁移而升级。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-016-0046-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L46","4d0c46a499d0aca9aae109bb219c6be4b0fcc299b2c6e3609d0186fed0f48167","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 出货、产能、产销和利用率 | 出货、产能、良率、利用率和交付节奏不因既有研究迁移而升级。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-016-0047-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","47","47","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L47","14098c82cd1086bb2307eb090170642db900e2b0c1c9d8ffdbf6957e3bc6f7cd","194","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 客户、供货、主供和份额 | 客户关系、主供、独供、进入供应体系和份额均需官方或客户侧补证。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-016-0047-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","47","47","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L47","14098c82cd1086bb2307eb090170642db900e2b0c1c9d8ffdbf6957e3bc6f7cd","194","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户、供货、主供和份额 | 客户关系、主供、独供、进入供应体系和份额均需官方或客户侧补证。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-016-0048-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L48","99096aa70d8c49b886242e87fc1606d204330c56eb918ff9309f9d1c08e71a3d","176","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| ASP、毛利、寿命和售后 | ASP、毛利率、寿命、售后和返修口径均保持缺口或待核验。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-016-0048-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L48","99096aa70d8c49b886242e87fc1606d204330c56eb918ff9309f9d1c08e71a3d","176","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP、毛利、寿命和售后 | ASP、毛利率、寿命、售后和返修口径均保持缺口或待核验。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-016-0049-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L49","528d5c586c9eed308c4de1e93e9ed2bc7da5d478a6e74493ec1b06bd3311fc67","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-016-0049-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L49","528d5c586c9eed308c4de1e93e9ed2bc7da5d478a6e74493ec1b06bd3311fc67","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | BODY_STRONG_FIELD_ANNOTATED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-016-0051-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","51","51","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L51","537d0cea809563addda51938b11861205d71411ec3308a3edf1a380560022d47","141","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/first_batch9_body_strong_field_annotation_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-016-0056-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","56","56","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L56","2be23f8df0b6e23408ce0aeb8f7252475eb4c11b4eecbafe3cebc939bf9cada2","15","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","版本:v0.2"
"FOHLSRC-FOHLBASE-016-0057-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","57","57","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L57","60a5d654e7ad3df40f107d33da1d7fb847cbc3841deee2d65a5ac71da3a83fce","21","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","日期:2026-05-29"
"FOHLSRC-FOHLBASE-016-0059-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","59","59","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L59","31ae2f048e1f0f8d53be73292fd3c05f709396a76d93a3a3168f72592af0d747","503","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","资料口径:主要使用兆威机电 2025 年年度报告、2026 年一季报、2026 年 4 月投资者关系活动记录、H 股招股章程本地文本、ZWHAND 官网、微型驱动系统官网、项目投资公告,以及已处理研报。本档案把年报/季报/公告作为 A 级证据,官网作为 B 级证据,研报和招股书转述口径作为 C 级证据;客户、机器人收入、份额和 ASP 均按证据等级分层,不把合作线索直接外推为主供或批量份额。"
"FOHLSRC-FOHLBASE-016-0061-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","61","61","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L61","4c2b08a0292d95a12117701cc34fa61878f9629eba0333cd5231b759d3e53b09","306","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-兆威机电-01-CONCLUSION):P0、核心看点、商业化阶段和一句话结论均需降读为待审判断。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-016-0063-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","63","63","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L63","00c3ed02422ee43512a72d9daa9369705c70551c0e064a4450465ea3659a569e","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 1. 公司结论"
"FOHLSRC-FOHLBASE-016-0067-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","67","67","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L67","5fb5886a24d62e7bfa9608fa1f6f7608bc974128d83a8f3d6768754db679036c","366","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 一句话结论 | 兆威机电是机器人灵巧手和微型执行器链条中“微型传动 + 微型电机 + 电控 + 整手方案”较完整的 A/H 股平台型公司;硬数据上可验证公司整体收入、微型传动收入、产销量、毛利率和灵巧手产业园投资,但灵巧手单品收入、销量、毛利、客户供货量仍未披露。 |"
"FOHLSRC-FOHLBASE-016-0068-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","68","68","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L68","c2249f394c7fe8d341b7f9808cf28e754ca807eeac8b635eb597a9ebc01b2d34","280","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 当前阶段 | 主业仍以微型传动系统和精密零件为主,机器人方向处在从研发/发布向批量化生产和商业化推进的阶段;2025 年发布 A17、B06,2026 年 CES 发布 B20,宝安灵巧手及微型驱动系统产业园拟投资约 8 亿元。 |"
"FOHLSRC-FOHLBASE-016-0069-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","69","69","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L69","f4857d94ad43dc620152b7b75ed62e2c0dc27d621dd01d9857846d6d8414ffaf","268","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心看点 | 2025 年收入 17.16 亿元、归母净利润 2.54 亿元、扣非归母净利润 2.25 亿元、综合毛利率 33.66%;微型传动系统收入 10.31 亿元,占总收入 60.10%;微型传动系统产量 1294.47 万件、销量 1295.95 万件。 |"
"FOHLSRC-FOHLBASE-016-0071-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","71","71","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L71","48a8d277e5920a9196eb2ebbecbd5904047f582bcc438e1589d53876454519bc","281","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心风险 | 机器人相关收入占比仍低,研报口径 2025 年具身机器人业务收入 2387 万元,占公司总收入约 1.39%;整手 ASP、销量、毛利和客户供货量未披露;灵巧手项目仍需验证可靠性、寿命、良率、成本和售后。 |"
"FOHLSRC-FOHLBASE-016-0073-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","73","73","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L73","05938d44ad30dbc19146a9282de4dcfcf4090e4d63880ed3a12456f482163556","38","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 二次复核定位(2026-06-03)"
"FOHLSRC-FOHLBASE-016-0077-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","77","77","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L77","6b9d18928eb58b201a5dcb9b8d0783a0c36804e88983abe3f2abaa964c20809b","76","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| P0 类型 | 相关产品收入清楚,但机器人客户拆分不足。 |"
"FOHLSRC-FOHLBASE-016-0078-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","78","78","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L78","bb48a062c7128a5050aba9f504ea1030f7e8336bf43c44416d5ac9c0778557e3","178","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 确定性 | 微型传动系统和精密零件收入、产销量较清楚,灵巧手产品和微型驱动能力直接相关;机器人单品收入和客户供货量未拆。 |"
"FOHLSRC-FOHLBASE-016-0080-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","80","80","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L80","d45387f3b146149a19d2a5d56bb57deed87792bf959bd988ef8b15a9882d5741","171","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 话语权判断 | 从零部件供应商升级为手部系统方案商会提升话语权;但目前还需要头部本体厂定点、整手 ASP 和批量交付验证。 |"
"FOHLSRC-FOHLBASE-016-0081-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","81","81","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L81","605bb3910f09afbc8f1a23f2804a581172199c1e7d715ffdaf6a7360bafc777a","127","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 不能外推 | 不能把产品发布、合作名单或微型传动主业收入直接写成灵巧手收入和主供关系。 |"
"FOHLSRC-FOHLBASE-016-0082-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","82","82","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L82","88567526568132616abb30b0323ca4f2b130c8e205293b3db8b28b76e56e6c13","143","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 下一步最该补 | A17/B06/B20 销量、整手 ASP、客户供货量、机器人收入、毛利率、寿命、质保和售后返修率。 |"
"FOHLSRC-FOHLBASE-016-0084-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","84","84","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L84","ad3f2087b702e9b0b2434495c63a1e30aaaf159ead77e1918e65c14ce3cd2383","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 2. 基本信息"
"FOHLSRC-FOHLBASE-016-0089-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","89","89","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L89","309fda67225a03e14df384f4f23b4b13a9f4c16586fc76604b7d3cafbc3a4ade","39","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 证券代码 | 003021.SZ / 02692.HK |"
"FOHLSRC-FOHLBASE-016-0091-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","91","91","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L91","9ed2f825c7804f95855fce48466a3718f14ec69627ab77c1c931b8c623f234b2","97","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 注册/总部地址 | 深圳市宝安区燕罗街道燕川社区燕湖路 62 号办公楼 101 |"
"FOHLSRC-FOHLBASE-016-0097-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","97","97","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L97","39e69dcef80f06300f88ce6dba1b987ed79f959794e5b06d3cbc1fe98d2f75aa","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 3. 所属产业链环节"
"FOHLSRC-FOHLBASE-016-0104-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","104","104","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L104","aa6fdfa844efde81784677fa543c1e7d9ddbd0ec0e7cfe37a43d0e970cdfe9dd","205","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 相邻环节边界 | 兆威不是机器人本体厂,不能把整机销量直接映射为公司出货;也不是纯电机厂,其核心优势是微型传动、精密制造和机电一体化集成。 |"
"FOHLSRC-FOHLBASE-016-0105-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","105","105","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L105","d9b74fecb386b2d188df2b0bb15480899495bb54e9c41e54eb64a39e64616ee8","208","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 话语权判断 | 在微型传动和精密制造侧有较强基础;在灵巧手整手侧属于产品化进展较快的上市公司玩家,但还需要客户定点、主供份额和批量交付验证。 |"
"FOHLSRC-FOHLBASE-016-0107-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","107","107","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L107","1b099273f2e464f3e7aa31462b956daaea4910fa84b33eaec6e977459f30cc40","325","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-兆威机电-02-PRODUCT):产品和产业链位置仅保留范围 / 产品层待审线索,不能外推客户、收入或份额。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-016-0109-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","109","109","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L109","ba20cf70d76100f27080316b4f669b8002fc26c708f182ccb8b539f9b660aba8","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 4. 机器人相关产品"
"FOHLSRC-FOHLBASE-016-0113-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","113","113","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L113","51eecb531a2ec1adae1c8a8ae1b877aba5d41a2adf89e2cd9ab0e4d041e0a7ff","220","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ZWHAND A17 | 灵巧手整手 | 高灵活度路线,指关节内置全动力单元 | 2025 年 7 月发布,17 个主动自由度,适用于复杂精细操作场景 | A/B | 售价、销量、客户、寿命、良率 |"
"FOHLSRC-FOHLBASE-016-0114-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","114","114","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L114","129f50c1b262bc127de747c060d6e8117b0d45b3e4f768d32e23614bd7568f20","207","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ZWHAND B06 | 灵巧手整手 | 连杆传动路线,高强度作业取向 | 2025 年 7 月发布,6 个自由度;研报称 LM06 具备 20kg 级抓握负载 | A/C | 负载测试条件、销量、客户 |"
"FOHLSRC-FOHLBASE-016-0115-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","115","115","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L115","84a47c5bf307eca93db2b84fec98230fe68ed57fab2be8a4ffb6f82462e05227","177","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ZWHAND B20 | 灵巧手整手 | 轻量化与高自由度路线 | 2026 年 1 月 CES 发布,整手重量 600g,20 个主动自由度 | A | 商业化节奏、售价和量产 |"
"FOHLSRC-FOHLBASE-016-0116-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","116","116","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L116","8e930cc0f891c17ee3ced3413fb1b19d5789522008e6d3ab3abb246271a9a899","233","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 灵巧手核心驱动模组 | 手指关节 / 掌心 | 高度集成机电一体化,电机 + 传动 + 控制 | 年报披露可实现传动轴六自由度灵活运动,支持精细手势操作 | A | 模组单价、客户供货量 |"
"FOHLSRC-FOHLBASE-016-0118-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","118","118","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L118","117e86844d87a2234004d931dbbb06b348547e5a2bb1d61dbea8f741f0b9ad5e","248","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 无刷空心杯电机 | 灵巧手和微型驱动 | 高功率密度、低齿槽转矩、强过载能力 | 年报披露 4mm 无刷空心杯电机已成功批产;12mm/16mm 电机已完成开发并小批量产 | A | 机器人客户使用量、ASP |"
"FOHLSRC-FOHLBASE-016-0120-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","120","120","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L120","6061b269c8ee0e62109d65e97bfcc768f6a6b4d93a63fa3e7a761c14e1a16c96","273","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高性能控制器 / 编码器 | 灵巧手控制和位置反馈 | PCBA 电控系统、控制模块、3 通道编码器 | 官网披露整手集成位置和力传感器、控制模块;官网技术页提供执行器参数文档入口 | B | 控制器规格、客户外供 |"
"FOHLSRC-FOHLBASE-016-0122-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","122","122","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L122","b957b2c649247416fbc34663163de00cf6f9bbe966c3d25129d6635a135cc757","319","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-兆威机电-03-REVENUE):收入、订单、营收占比、利润和毛利等财务强字段继续保持待核验或缺口。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-016-0124-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","124","124","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L124","96ea00535aabee902697e8f166a5fad61aaed8409d591ed5d46fc508e4fe8688","36","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 5. 收入、利润与营收占比"
"FOHLSRC-FOHLBASE-016-0128-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","128","128","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L128","17d4d8caaa392af2425517e794585df0a6ccb14affdf7d17526acaa611ca0b79","86","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司总收入 | 17.16 亿元,同比增长 12.52% | 2025 年 | A | 年报口径 |"
"FOHLSRC-FOHLBASE-016-0129-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","129","129","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L129","89f90826222ddbf7264f8ced085bd13a9dc8c13a4c65893382927704a83732c2","85","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 归母净利润 | 2.54 亿元,同比增长 12.97% | 2025 年 | A | 年报口径 |"
"FOHLSRC-FOHLBASE-016-0130-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","130","130","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L130","5431370ad018a9e0c82342fe5aefea85ef4740fd8c7caac3c651367f8bac9f6e","91","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 扣非归母净利润 | 2.25 亿元,同比增长 22.60% | 2025 年 | A | 年报口径 |"
"FOHLSRC-FOHLBASE-016-0131-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","131","131","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L131","7ae460960322aba4045d31b53f6374b2e68b75bef180c4eba6dfb77a56635132","93","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 综合毛利率 | 33.66% | 2025 年 | A | 收入 17.16 亿元、成本 11.38 亿元测算 |"
"FOHLSRC-FOHLBASE-016-0132-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","132","132","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L132","a53944720e0c6dc20c8eb8c38a78597ff0087707c9e349347d1aa2fcf34c6543","135","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 微型传动系统收入 | 10.31 亿元,占收入 60.10%,毛利率约 28.67% | 2025 年 | A | 公司最重要产品收入口径 |"
"FOHLSRC-FOHLBASE-016-0133-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","133","133","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L133","dee67618ddb0a996544c8e6dc4b42c3c737711c35c052793511e75889b5802b0","176","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 精密零件收入 | 5.96 亿元,占收入 34.72%,毛利率约 42.49% | 2025 年 | A | 与汽车、消费、医疗和机器人均可能相关,不能全部算机器人 |"
"FOHLSRC-FOHLBASE-016-0134-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","134","134","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L134","421607bae49d870de7ecb659f0cda001fa3880405f7fe75f0db9d02fe4ef423b","115","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 精密模具及其他收入 | 0.89 亿元,占收入 5.18%,毛利率约 32.37% | 2025 年 | A | 年报口径 |"
"FOHLSRC-FOHLBASE-016-0135-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","135","135","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L135","81ddff55ff49d469333bb3e9a996a776618da79b8cd6be1fe0e24e88f674f208","165","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 具身机器人业务收入 | 2387 万元,同比增长 297.17%,占公司收入约 1.39% | 2025 年 | C | 研报口径,需回公告/招股书结构化复核 |"
"FOHLSRC-FOHLBASE-016-0136-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","136","136","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L136","6c22b226865f2438cd3734c9a5d947b927c283c3e5ea4c0159e76373d4fbd5c7","119","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 具身机器人解决方案收入 | 1553 万元,同比增长 281.0% | 2025Q1-Q3 | C | 研报引用招股书口径 |"
"FOHLSRC-FOHLBASE-016-0137-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","137","137","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L137","d85244d156f69666c809c104ca4628dfa23e77a3d3c813f5141c35e118b406f4","81","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2026Q1 总收入 | 3.57 亿元,同比 -2.74% | 2026Q1 | A | 一季报口径 |"
"FOHLSRC-FOHLBASE-016-0138-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","138","138","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L138","5abf09d3feb036bc722ca5657744f3a37a94cf421ee110391efbc879df4e8d23","91","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2026Q1 归母净利润 | 4095.17 万元,同比 -25.15% | 2026Q1 | A | 一季报口径 |"
"FOHLSRC-FOHLBASE-016-0139-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","139","139","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L139","1d446f5c4139273d0f0511baee0d3a21f14e0c42a776beda1899304a490a1238","97","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2026Q1 扣非归母净利润 | 3213.91 万元,同比 -31.89% | 2026Q1 | A | 一季报口径 |"
"FOHLSRC-FOHLBASE-016-0140-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","140","140","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L140","acf71e1e85f9f77c8f651353348251f073879263157e834b922cffeb59e3c1e0","85","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 2026Q1 毛利率 | 约 31.30% | 2026Q1 | A | 一季报收入和营业成本测算 |"
"FOHLSRC-FOHLBASE-016-0141-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","141","141","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L141","a80eb91429a33015c467541dd380b294b3666689afe18214fedf05ea54cd8856","101","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人灵巧手单品收入 | 未披露 | 2025 年 | A | 公司未拆 A17/B06/B20 单品收入 |"
"FOHLSRC-FOHLBASE-016-0142-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","142","142","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L142","bee638073e4142a4e85df2cf0830d04bd6ae74ea3e15a40fc0cd48ab03cecade","94","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人灵巧手毛利 | 未披露 | 2025 年 | A | 不能用公司整体毛利率替代 |"
"FOHLSRC-FOHLBASE-016-0144-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","144","144","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L144","58336b5e0d1f378622b1286287be9d9b0c4878379052e2fbb50e1d764a2f15cf","320","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-兆威机电-04-CAPACITY):出货、产能、产销、利用率、良率和交付节奏不得由既有研究迁移稿升级。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-016-0146-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","146","146","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L146","a7f367930f0a44d7fef3b3e9eaf9706f155f20432cb123eb4e979d8c8aa02fc1","48","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 6. 产量、销量、产能与产能利用率"
"FOHLSRC-FOHLBASE-016-0150-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","150","150","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L150","9c4298eae77bdcfc458c45471bdc831abd6c8540e94e6d7ca710ef2a1722ee24","87","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产量 | 1294.47 万件 | 微型传动系统 | 2025 年 | A | 机器人专用比例 |"
"FOHLSRC-FOHLBASE-016-0151-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","151","151","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L151","4d417b0534d9b491cb42f0edea792b787f461c7fb906257179a54b4a2122d3f9","87","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 销量 | 1295.95 万件 | 微型传动系统 | 2025 年 | A | 机器人客户销量 |"
"FOHLSRC-FOHLBASE-016-0152-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","152","152","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L152","b92ad79b4b98798fa3215f4b4c282b5cf17e740384b08a19d9709a05e53fb60c","82","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产量 | 77893.73 万件 | 精密零件 | 2025 年 | A | 机器人专用比例 |"
"FOHLSRC-FOHLBASE-016-0153-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","153","153","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L153","cf1ac036389109ed12186512b6a3411b8ac63655711ce3b99c25267c2bbecc45","73","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 销量 | 75161.38 万件 | 精密零件 | 2025 年 | A | 客户结构 |"
"FOHLSRC-FOHLBASE-016-0154-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","154","154","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L154","03793cf9f61b2e589250b1de840511ae09a964ae5a710938dff0c3bf684a35ff","169","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 新能源汽车零部件销售收入 | 微型传动系统 3.64 亿元、精密零件 4.35 亿元 | 2025 年 | A | 汽车相关经营披露,不等同机器人收入 |"
"FOHLSRC-FOHLBASE-016-0155-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","155","155","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L155","371a47956d88bac7a218a4d3e4bb3ca6bd0f9d36b07008e1abae2734e1e082c6","132","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 苏州兆威驱动产业园 | 2025 年 7 月达到投产标准并形成销售收入 | 2025 年 | A | 分产品产能、利用率 |"
"FOHLSRC-FOHLBASE-016-0156-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","156","156","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L156","ac4c96b384d9bf8ec9db1d49ac5f3003e5bf40aa5953b4837ef6b5f52686bba4","194","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 宝安灵巧手及微型驱动系统产业园 | 拟投资约 8 亿元,土地出让价款 4091 万元,出让年期 30 年 | 2026 年 4 月 | A | 建设周期、规划产能、达产收入 |"
"FOHLSRC-FOHLBASE-016-0157-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","157","157","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L157","e47999b5a16492fbcccc91e65e0c841199f48b02b581418bb94738fa338931ca","127","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 灵巧手批量化生产 | 年报披露批量化生产工作持续推进 | 2025 年 | A | 批量定义、月产能、良率 |"
"FOHLSRC-FOHLBASE-016-0158-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","158","158","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L158","7130307068f4aee4789dd689909581470f3a83d0e631e36b123f2fe43a205703","106","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产能利用率 | 未披露 | 灵巧手 / 微型驱动 | 2025 年 | A | 需后续公告或调研纪要 |"
"FOHLSRC-FOHLBASE-016-0160-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","160","160","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L160","cd6bdb29e931c56c325d9d5ab915df2648c61bc1b213a518c79d32de6b3f71b9","317","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-兆威机电-05-CUSTOMER):客户、供货、主供、独供、份额和供应体系关系需要官方或客户侧补证。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-016-0162-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","162","162","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L162","3a8b29c24f343e7211009f89e271e51f456be25e2669a9275cad63458df3a619","39","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 7. 客户、供应链与供货状态"
"FOHLSRC-FOHLBASE-016-0166-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","166","166","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L166","94ddc0514d0bc0cedeb4c47959ecdba73165236336c5a0dfbe95c1408dfd27bf","272","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 微型传动市场地位 | 研报称按 2024 年销售收入计,公司是中国第一大、全球第四大一体化微型传动与驱动系统产品提供商,中国 / 全球份额 3.9% / 1.4% | C | 可作为地位线索,正式引用需回招股书表格页复核 |"
"FOHLSRC-FOHLBASE-016-0167-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","167","167","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L167","38d2e79acfc9726fbe57c36a34a6c4f9d7de043c8c68b2fa9efb477c98e27fcd","231","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 专利与技术积累 | 研报称截至 2025Q3 末拥有 405 项相关专利;公司年报披露 2025 年末累计知识产权 650 件,其中发明专利 102 件 | A/C | 技术积累强,但专利数量不等同商业份额 |"
"FOHLSRC-FOHLBASE-016-0168-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","168","168","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L168","8f776d1f01616e4c6892f1be9f37a7b923fb00400a2a35dba4b38fcfb4358544","200","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 汽车客户 | 年报披露与博世、华为、比亚迪、理想、长安等头部企业建立长期合作关系 | A | 传统业务客户基础强,可为机器人客户开拓提供制造背书 |"
"FOHLSRC-FOHLBASE-016-0169-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","169","169","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L169","b637561be502f4fbb7eed76734d0c86471308b647f30882508f2bbce60243fd5","189","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人客户 | 研报称与银河通用、星海图、途见科技等 12 家机器人公司合作 | C | 合作线索明确,但客户供货量、主供关系和收入贡献未披露 |"
"FOHLSRC-FOHLBASE-016-0170-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","170","170","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L170","61bce86f9a32487f7b89f56246337858d9349123c644aae1ca09330817c2245a","223","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 话语权状态 | 从“微型传动零部件供应商”向“手部系统方案商”升级 | A/B | 若核心整机厂采用其整手或核心模组,话语权会明显高于单零件供应;目前还处在验证期 |"
"FOHLSRC-FOHLBASE-016-0171-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","171","171","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L171","68543cdc3d1211840b96efe560199ce9239edbcc1db5e5e4300677c655f42184","141","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 是否进入国内外龙头供应链 | 未披露明确主供/定点口径 | A | 不能把合作、交流或生态共建写成批量主供 |"
"FOHLSRC-FOHLBASE-016-0173-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","173","173","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L173","da5639eb96d87b2d88025352a0041ec896cb636c9fbfa89b47b7906450b86d4b","41","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 本体商阵营回填(2026-06-21)"
"FOHLSRC-FOHLBASE-016-0177-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","177","177","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L177","f235efc0379d30443992838cd75637642e2798f437f38b20008c24e722ccf34e","167","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 待验证边界:产品发布、样机和技术能力不等于客户批量,下一步重点补客户侧定点、出货量、ASP、寿命、售后和更换周期。"
"FOHLSRC-FOHLBASE-016-0179-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","179","179","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L179","e1227bad4a4a01ed53735f2a41a43811652ccd1c97ce87470202a36700ce3bf8","300","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-兆威机电-06-ASP):ASP、毛利、寿命、售后和返修口径均保留为缺口或待核验事实。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-016-0181-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","181","181","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L181","28165afe0771553374ae696b75f35d0b289a3aa1a7a934445b8d7bfa9242e09e","36","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 8. ASP、寿命、交付与售后"
"FOHLSRC-FOHLBASE-016-0185-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","185","185","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L185","b0994cde49e7b17bd6fd00dea17ce8fe7ad428e7e41016c2305cab51e83c35fa","99","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 灵巧手整手 ASP | 未披露 | A | 官网未披露公开售价;研报未给真实成交价 |"
"FOHLSRC-FOHLBASE-016-0186-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","186","186","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L186","5fc814bda38000f2b4cba0aada8fa02e6cccc0417bc08f50593f7374117dc2b7","136","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 微型传动 / 模组 ASP | 未披露 | A | 可用收入/销量粗算数量级,但产品差异太大,不适合作为价格结论 |"
"FOHLSRC-FOHLBASE-016-0187-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","187","187","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L187","5f35d258da96e321caee326399c66f67b54e6a6469a8f4a69532da30480ac7d7","197","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 寿命 | 官网披露“1 万小时长寿命”“可承受数百万次反复动作”“5 年周期 TCO 更低”等公司侧表述 | B | 需明确测试负载、动作、频率和失效标准 |"
"FOHLSRC-FOHLBASE-016-0188-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","188","188","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L188","f2572dcec63cdc84b1a3a1009e721530f938f5f67abfa7ae6690b03468864974","89","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 更换周期 | 未披露 | A | 需售后政策、质保条款或客户侧采购文件 |"
"FOHLSRC-FOHLBASE-016-0189-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","189","189","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L189","d9845d55978c431e369d9f22ea00c9afb48944c1518b30c4038fb997db339788","119","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 供货周期 | 官网称可支持小批量验证和大规模量产、更优交付周期 | B | 未披露具体交期 |"
"FOHLSRC-FOHLBASE-016-0192-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","192","192","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L192","3da28f4f3d7ccfc946a36b2bd90d87f25241941b251a0dbdc7d5cd759bb52d35","33","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 9. 成本结构与利润弹性"
"FOHLSRC-FOHLBASE-016-0197-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","197","197","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L197","5aae5e7754c50d43155df577c2a31407f523c84b9d5237f0e4eb882c41dc6cf6","131","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 空心杯 / 微型电机 | 决定功率密度、响应速度、发热和体积 | A | 电机自制比例、机器人客户出货 |"
"FOHLSRC-FOHLBASE-016-0199-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","199","199","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L199","97acc24b2993bbcc7f4213bd0cd47fd69e2c237b395d20954a4f3151831bba5c","100","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 电控和 PCBA | 决定控制响应、集成度和可靠性 | B | 控制板外供收入和毛利 |"
"FOHLSRC-FOHLBASE-016-0200-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","200","200","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L200","99b9bb300a8a75a77f8ca6ff76ae57ee35043f657fb944188aa31641bbefe84f","133","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 自动化制造与测试 | 决定批量一致性、交付周期和边际成本 | A/B | 产能利用率、良率和售后返修率 |"
"FOHLSRC-FOHLBASE-016-0201-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","201","201","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L201","997bdb45527609e764dbaac50d8c66d66159448c8eec39540b5962039a8b52d5","146","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 灵巧手整手集成 | 若整手放量,利润池可能从单一零件转向系统集成 | A/C | 整手 ASP、BOM、毛利率和客户复购 |"
"FOHLSRC-FOHLBASE-016-0203-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","203","203","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L203","79f3448f2515c14f82afa5747df430cb67f148cb4d9b758f574bc4d27e06c945","25","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 10. 增量来自哪里"
"FOHLSRC-FOHLBASE-016-0207-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","207","207","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L207","ebb8eebff6ad649c11c9e76cde60e99434d08c0f4224c36a2af4235cc7cb9ad3","154","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人灵巧手配置率提升 | A17/B06/B20 已发布,批量化生产推进 | 高弹性但早期 | 是否进入头部本体厂主力机型 |"
"FOHLSRC-FOHLBASE-016-0208-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","208","208","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L208","bfa0d6fcf430450b04600914ff3aedb1cceb23b168ccc7a7fd5fb46f3171d3fd","161","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 微型传动向驱动系统升级 | 微型传动系统收入 10.31 亿元,机器人业务收入仍小 | 中高 | 机器人客户是否从样件走向批量 |"
"FOHLSRC-FOHLBASE-016-0209-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","209","209","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L209","fc7a8bcb4b8fce36ca0603586b6ac1d62381c8088aee4ea52c53a5e2e5eb5285","193","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 空心杯电机和微型丝杠自制 | 4mm 空心杯批产,12/16mm 电机小批量产,官网披露电机 + 滚珠丝杠耦合结构 | 中高 | 自制比例、客户认证和成本优势 |"
"FOHLSRC-FOHLBASE-016-0210-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","210","210","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L210","b3eab1ede5979c1324833b93bcb065d1026001939fe9ed9515f759995b695a1f","112","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 灵巧手产业园 | 宝安项目拟投资约 8 亿元 | 中高 | 达产产能、订单覆盖和投资回报 |"
"FOHLSRC-FOHLBASE-016-0211-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","211","211","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L211","2560bc093c013d87647e055e54fbf16ed258f63f7b0a71e8a6ae561c001feb07","112","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 海外拓展 | 德国、美国、泰国布局及 H 股上市 | 中 | 是否拿到海外机器人客户订单 |"
"FOHLSRC-FOHLBASE-016-0213-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","213","213","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L213","43054907802d078de3cfaf89e4654c8a57b3e13cf5a7671eac0b26d9e5774c7f","37","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 11. 团队、治理与组织能力"
"FOHLSRC-FOHLBASE-016-0221-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","221","221","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L221","9479c8f18e312544bf442298a0579213747a79ac174b65e9865f8b74fa64784c","234","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 分拆上市 / 母公司关系 | A+H 上市平台;ZWHAND 为机器人灵巧手品牌 / 产品平台,宝安灵巧手及微型驱动系统产业园拟投资约 8 亿元。 | 组织承载清晰度提升,需看产能和订单。 |"
"FOHLSRC-FOHLBASE-016-0222-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","222","222","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L222","482a4a6592113f697105746e9ef6ea6f60eb8824521cb0a565629db79daa6ed6","239","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 研发投入 | 本轮摘录未形成 2025 年研发费用完整数值;年报披露 2025 年末累计知识产权 650 件,其中发明专利 102 件。 | 技术积累较强,但需补研发费用、研发人员和资本化比例。 |"
"FOHLSRC-FOHLBASE-016-0223-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","223","223","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L223","51ffea206ad4a0906e8ea54bf70b0f420ecb131c1aa9f655d9f2753470ab016a","223","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 组织能力 | 微型传动系统 2025 年产量 1294.47 万件、销量 1295.95 万件;灵巧手批量化生产推进,苏州产业园已投产并形成收入。 | 微型制造能力强,整手量产仍待验证。 |"
"FOHLSRC-FOHLBASE-016-0224-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","224","224","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L224","78c9e4286daf8611376c7668c278e8a47f5c19c52a71c8a611d58e77fd49e562","243","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 经营与披露风格 | 偏积极但有产品和收入线索:A17、B06、B20 连续发布,研报口径有具身机器人收入;但整手 ASP、客户、毛利和供货量未披露。 | 需要防止把产品发布等同客户放量。 |"
"FOHLSRC-FOHLBASE-016-0225-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","225","225","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L225","369094778836092d88eb7e7a588f7c83b81202e18be551aae6d0fd3e3166e14d","193","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 历史兑现能力 | 微型传动主业收入和产销稳定;机器人业务收入仍小,灵巧手产业园和客户合作需后续兑现。 | 主业兑现强,机器人兑现早期。 |"
"FOHLSRC-FOHLBASE-016-0226-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","226","226","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L226","ddb959df8667389cfa61a2f8ab16cf65aeb9dfa4903cd342e9c9fce9a5b0f5c7","208","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心判断 | 团队和组织能力是加分项 + 观察项;真正决定价值的是能否从微型传动供应商升级为头部本体厂灵巧手 / 核心模组供应商。 | 加分项 + 观察项。 |"
"FOHLSRC-FOHLBASE-016-0228-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","228","228","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L228","ef3aa13da497d47cab2889a7bb58cee5a868892fa237501fab2c8c68f382f11d","34","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 12. 证据等级与资料来源"
"FOHLSRC-FOHLBASE-016-0232-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","232","232","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L232","3e08295c65689fd55ef0902756f3243344de5721c03307c9f6a4bebb029dec87","200","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-021 / CC-060 | 2025 年年度报告 / 年报 PDF | A | 收入、利润、分产品收入、产销、产品研发、客户、机器人产品进展 | 灵巧手单品收入和客户供货量未拆 |"
"FOHLSRC-FOHLBASE-016-0233-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","233","233","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L233","601a9163634a9d6fae7948b9e21cba364b01499e0896e69f6307e583647acfad","118","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-059 | 2026 年一季度报告 | A | 季度收入、利润、现金流、研发费用 | 未披露机器人收入 |"
"FOHLSRC-FOHLBASE-016-0234-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","234","234","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L234","81a1985d7e119c8e9601f060a1c8428f52b45839451797e0d04aeefe14060747","141","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-023 | 2026 年 4 月投资者关系活动记录 | A | 2025 年业绩、毛利、机器人等项目方向 | 问答文本抽取不完整 |"
"FOHLSRC-FOHLBASE-016-0235-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","235","235","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L235","55e2be5003a0b95d45a1c8db3eb7f23a277a94fd9fbbfe3eac196468d9e1cd1b","133","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-064 | 项目投资公告 | A | 宝安灵巧手及微型驱动系统产业园、8 亿元投资 | 产能和达产收入未披露 |"
"FOHLSRC-FOHLBASE-016-0236-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","236","236","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L236","4ae36d4d65a2d6675b84b57be378770ee30c5b287937e49ec65e82ae35a12fd5","231","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CC-024 / CC-061 / CC-062 / CC-063 | ZWHAND 官网、技术页、关于我们、微型驱动官网 | B | 产品矩阵、自由度、寿命表述、全栈自研、制造链、应用场景 | 公司侧宣传口径,需客户验证 |"
"FOHLSRC-FOHLBASE-016-0237-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","237","237","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L237","234b501652ab854238f39f5226793b5240a18386ac40e6e4f0d0f3d3d5e4a9fc","187","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 兆威机电 H 股招股章程 | 港交所披露文件 | A/C | 份额、客户、收入分拆、机器人业务线索 | 本地文本抽取质量较乱,正式引用需结构化复核 |"
"FOHLSRC-FOHLBASE-016-0238-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","238","238","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L238","3226dc53ff0467cd5e2e0b9a0b32c49621bbd65bd1c374de430b64b85fdf6be9","161","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 兆威机电公司研报 | 国金/兴业等 | C | 具身机器人收入、合作客户、市场份额、产品型号 | 需回公告/招股书/客户侧验证 |"
"FOHLSRC-FOHLBASE-016-0240-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","240","240","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L240","0c24c60f25232755cf8b4cb03fa19a9a26c58b63360d8fbf0a9ec58671dad86c","310","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 首批9正文降读标注(FB9-20260705-兆威机电-07-RISK):风险、估值弹性和投资相关表述不得替代证据结论,不构成投资建议。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成或升级强字段。"
"FOHLSRC-FOHLBASE-016-0242-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","242","242","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L242","7a56d9f16ee1ff588205ba426c54ea732aec0ea1eea8b4a81742a59636e92981","22","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 13. 待验证问题"
"FOHLSRC-FOHLBASE-016-0246-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","246","246","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L246","5e9eee88fd2892b4bfcde8ee22156896a3b3219e016abe1ab7f2cde990cc2b62","149","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高 | 灵巧手 A17/B06/B20 单品收入、销量、ASP、毛利率是多少? | 年报分部、招股书表格、IR 问答、客户采购公告 |"
"FOHLSRC-FOHLBASE-016-0247-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","247","247","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L247","a1637d7784c8eee907ee6854027706b77d70ee9bfa42bb1792f875300f8c51c2","170","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高 | 与银河通用、星海图、途见科技等合作是否已经形成定点或批量供货? | 客户侧公告、采购合同、招标/中标、供应链访谈 |"
"FOHLSRC-FOHLBASE-016-0248-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","248","248","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L248","24f50bc32101f9d81f8d130ac592b1f4606f6892c70ace8088b223a2fd327c6e","144","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高 | 机器人业务 2387 万元口径是否来自招股书,具体包括整手、模组还是零部件? | H 股招股书结构化摘录 |"
"FOHLSRC-FOHLBASE-016-0249-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","249","249","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L249","8692443f9c0f985e92dc937924b9ddddfb020bb7c3d7f1976a38abad12d101ff","148","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高 | 宝安灵巧手及微型驱动系统产业园规划产能、建设周期和达产收入是多少? | 项目备案、环评、后续公告 |"
"FOHLSRC-FOHLBASE-016-0250-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","250","250","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L250","2aa35f655dcf049b445ca67502090be0ca0cc3fc08d4b9ee3f048798d3972678","151","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中 | 4mm 空心杯电机、12/16mm 电机在机器人项目中的客户和出货量是多少? | 年报补充、产品手册、客户认证资料 |"
"FOHLSRC-FOHLBASE-016-0251-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","251","251","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L251","c6dcd3d08d5a798011c493d84d27daa169066cad3bd4307b3ca54b0fe1318eea","151","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中 | 灵巧手寿命测试条件、质保、更换周期和售后返修率如何? | 产品手册、可靠性测试报告、客户侧验收标准 |"
"FOHLSRC-FOHLBASE-016-0253-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","253","253","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L253","35cdf01283e0f46dfa9643a5915bffcfc42b88c420a95972872bba5248bd7b61","141","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中 | 兆威在全球/中国微型传动份额 3.9% / 1.4% 的统计口径是什么? | 招股书原表、弗若斯特沙利文报告页 |"
"FOHLSRC-FOHLBASE-016-0255-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","255","255","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L255","09170d3cc95ba075e4741e8867e4bfa2e01bb0c306b1c84ed5b06da4ebbb99cc","49","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 第二批客户侧证据补证(2026-06-21)"
"FOHLSRC-FOHLBASE-016-0259-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","259","259","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L259","05bf7c22b20792f4577c1c43c319a738d1fc3bcf66fec0addae74a72e1369c39","156","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 本批证据阶段 | A / B / C 级:ZWHAND 产品化 + 微型传动和空心杯电机能力 + 具身收入线索;客户侧交付规模仍待验证。 |"
"FOHLSRC-FOHLBASE-016-0260-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","260","260","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L260","d12eca05b3a5655358bf36191ee8cc52f8a61813224ac147fdb6b867f51b56a2","205","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 已可使用资料 | CC-021、CC-022、CC-023、CC-024、CC-059、CC-060、CC-061、CC-062、CC-063、CC-064;ZWHAND、微型传动、空心杯电机、灵巧手及微型驱动产业园资料可用。 |"
"FOHLSRC-FOHLBASE-016-0261-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","261","261","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L261","ea79eaa7fae6c985fb77b7a50decae91255bcad50ed9de9af0483f03fcb3cee5","142","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 可回填结论 | 可写“公司在灵巧手和微型传动方向产品化程度较高,具身机器人收入存在公司侧线索”。 |"
"FOHLSRC-FOHLBASE-016-0262-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","262","262","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L262","24c8ddcec2e97d14161aaf22b6776016def8a5480cd47aebfa6c4a77516b716b","142","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 不能外推 | 研报客户名单不能直接写成主供名单;不写供货数量、主供比例、寿命、良率和客户采购价。 |"
"FOHLSRC-FOHLBASE-016-0263-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","263","263","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L263","5abc4a40b901e000ac6e000e3d9fd50102ede1746f40c4ecf196f292f40cfbdd","125","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 下一步补证 | 客户侧案例、订单金额、ZWHAND 交付数量、空心杯电机产能和良率、产品寿命。 |"
"FOHLSRC-FOHLBASE-017-0004-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","4","4","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L4","921b94ff7ba01c586b8e700aa531b6a0e4f067670bacf580729b9351f42f9d99","35","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> case_id: ANA-ROBOT-INDUSTRY-001"
"FOHLSRC-FOHLBASE-017-0005-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-017-0005-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-017-0006-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","6","6","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L6","51ddefb06b154109ad40b8a957ea1dc8d5f6ce2e5ab03823e2d66f370c5111b7","43","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> batch_id: BATCH-ANA-ROBOT-MIGRATION-001"
"FOHLSRC-FOHLBASE-017-0007-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-017-0007-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-017-0010-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","10","10","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L10","6b70fdf4319b34a38405a95b6e109c6b55a71a355b6c2d255ed66038aa349b03","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> frozen_date: 2026-07-03"
"FOHLSRC-FOHLBASE-017-0012-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","12","12","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L12","229e5b6f2d71cd5b4705f7f20be8540ea151a520c9cbe1234c970c6502cc9304","24","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0. 冻结复核结论"
"FOHLSRC-FOHLBASE-017-0015-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","15","15","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L15","cd79cd837d92015495dff874aaa02b5e4a015d3140260011f8331796c19e169b","173","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 当前冻结含义是“稳定文件名、稳定入口、稳定来源映射和正式返修基线”,不是审核通过、不是对外交付版,也不是投资建议。"
"FOHLSRC-FOHLBASE-017-0016-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L16","0aa52cb542375b1ce733a79e7ea3b57f8e038aa1b85ab2b210ae71f4551b4274","335","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 证据状态统一按 SUBINDUSTRY14_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-017-0016-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L16","0aa52cb542375b1ce733a79e7ea3b57f8e038aa1b85ab2b210ae71f4551b4274","335","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 证据状态统一按 SUBINDUSTRY14_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-017-0017-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","17","17","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L17","91a4ef370f9100b0b6bd534d7e3cfbb1c86d35994cf860bab33246e2b3e514c7","129","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 复核备注:已按 P0 细分环节首批迁入;正式结论前需补证据等级、硬字段来源和人读质量复核。"
"FOHLSRC-FOHLBASE-017-0019-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L19","2101f9421c0c28216ff7b7164ba69bb78cfa598f1062e3c0e961f6ae10ca9c33","57","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-017-0019-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L19","2101f9421c0c28216ff7b7164ba69bb78cfa598f1062e3c0e961f6ae10ca9c33","57","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-017-0021-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L21","012395b7dbe1497463706c71f3b3d2fa26c054fae7c3ae2d969aae153f1bbcf0","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 本节为 14 个子行业页输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、覆盖完整、对外交付或完成状态。"
"FOHLSRC-FOHLBASE-017-0021-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L21","012395b7dbe1497463706c71f3b3d2fa26c054fae7c3ae2d969aae153f1bbcf0","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 本节为 14 个子行业页输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、覆盖完整、对外交付或完成状态。"
"FOHLSRC-FOHLBASE-017-0023-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","23","23","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L23","9c00e401c231910ed3a087d948f675b1f60be8894af072a760894672ce3131bc","221","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 强字段统一降读:市场规模 / 出货量、ASP / 单机价值量、客户供应链、主供 / 独供、产能 / 产销、毛利 / 份额 / 利润池等,只能保留为待核验事实、研报测算或缺口。"
"FOHLSRC-FOHLBASE-017-0027-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","27","27","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L27","4e56cbb145541fac37589f6c8fca82b2dee1170ab478f7c3ebf99111766af9cc","247","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 细分环节定义 / 产品边界 | 范围 / 产品层待审线索 | 保留为既有研究承接线索,正式输出前需按研报体系确认定义、边界和排除项。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-017-0028-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","28","28","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L28","8db27a01e102c745588307d23f7c862575f72ee85bef4734d5d991f516bc27f9","232","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产业链位置 / 上中下游路径 | 范围 / 产品层待审线索 | 仅作为待审结构化归类,不等同完整产业链覆盖或正式图谱结论。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-017-0029-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","29","29","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L29","6281375fecc81a256a54d732fe1d8e4b247e7c67d5512fe288176dfaca9b94a3","235","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 技术路线 / 产品形态 | 范围 / 产品层待审线索 | 保留技术路线和产品形态描述,但参数、路线胜率和商业化阶段不得外推。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-017-0030-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","30","30","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L30","8bf26ea3cba76c2aacd0a839d55f06522c229cda4248f679685ce19f5b5810fd","223","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 相关公司 / 供给格局 | 范围 / 产品层待审线索 | 公司映射仅为迁移草稿口径,不代表正式公司池或覆盖完整判断。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-017-0031-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","31","31","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L31","3fffbd08348755ecaa04fe0fa336d27bf68efebf42d0265b9ce87addc9795b08","269","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 市场规模 / 出货量 / 渗透率 | 待核验 / 测算 / 缺口保留 | 市场规模、出货量、CAGR、渗透率等测算必须保留为待核验或研报测算,不得写成确定事实。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-017-0031-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","31","31","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L31","3fffbd08348755ecaa04fe0fa336d27bf68efebf42d0265b9ce87addc9795b08","269","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 市场规模 / 出货量 / 渗透率 | 待核验 / 测算 / 缺口保留 | 市场规模、出货量、CAGR、渗透率等测算必须保留为待核验或研报测算,不得写成确定事实。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-017-0032-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","32","32","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L32","64f80a1464adf1fb6e6e05725120d95de85fdc34837d1d326af9ad984f74fac2","255","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| ASP / 单机价值量 / BOM 价值 | 待核验 / 测算 / 缺口保留 | ASP、单机价值量、BOM 占比和价格带必须标注测算来源或缺口,未补证前不得升级。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-017-0032-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","32","32","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L32","64f80a1464adf1fb6e6e05725120d95de85fdc34837d1d326af9ad984f74fac2","255","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP / 单机价值量 / BOM 价值 | 待核验 / 测算 / 缺口保留 | ASP、单机价值量、BOM 占比和价格带必须标注测算来源或缺口,未补证前不得升级。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-017-0033-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L33","71413faf60199ea9ae2e99d2c792fabfd0291bfddc576ed8d815578c9b4f09ed","247","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 客户 / 主供 / 独供 / 供应链阵营 | 待核验 / 测算 / 缺口保留 | 客户、主供、独供、阵营归属和供应关系需公司侧或客户侧官方证据。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-017-0033-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L33","71413faf60199ea9ae2e99d2c792fabfd0291bfddc576ed8d815578c9b4f09ed","247","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户 / 主供 / 独供 / 供应链阵营 | 待核验 / 测算 / 缺口保留 | 客户、主供、独供、阵营归属和供应关系需公司侧或客户侧官方证据。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-017-0034-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L34","028d80d746d7ccf22c47ee5e92a742ded1e94aba35ed811f07eb2ce140647539","259","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产能 / 产销 / 交付 / 良率 | 待核验 / 测算 / 缺口保留 | 产能、产销、交付、良率、寿命和可靠性均保留待核验,不得由研报迁移稿直接确认。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-017-0034-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L34","028d80d746d7ccf22c47ee5e92a742ded1e94aba35ed811f07eb2ce140647539","259","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产能 / 产销 / 交付 / 良率 | 待核验 / 测算 / 缺口保留 | 产能、产销、交付、良率、寿命和可靠性均保留待核验,不得由研报迁移稿直接确认。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-017-0035-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L35","5d64da9a832693f9c64eba84a8f4b8ff8e11a200dc0f04617af088b1395e1ed6","262","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 毛利 / 份额 / 利润池 / 话语权 | 待核验 / 测算 / 缺口保留 | 毛利、份额、利润池和话语权判断只能作为待审分析,不构成正式结论或投资建议。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-017-0035-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L35","5d64da9a832693f9c64eba84a8f4b8ff8e11a200dc0f04617af088b1395e1ed6","262","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 毛利 / 份额 / 利润池 / 话语权 | 待核验 / 测算 / 缺口保留 | 毛利、份额、利润池和话语权判断只能作为待审分析,不构成正式结论或投资建议。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-017-0037-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","37","37","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L37","ae01a7faaf01b0ea525d4b9e250d3544ea8ffedc2d49f34927c0f66827a6cd27","129","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/subindustry14_field_downgrade_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-017-0039-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L39","ca11e704d49f4a2dd3073d92d19772b04fa8a551195f94b650f457dd1c6e7a2a","63","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-017-0039-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L39","ca11e704d49f4a2dd3073d92d19772b04fa8a551195f94b650f457dd1c6e7a2a","63","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-017-0043-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","43","43","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L43","90e462ecb148c59615fe2265334e1a379d1b892e751c1ee787014862875c9be0","197","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 核心结论 / 环节定位 | 将赛道结论、价值判断和商业化阶段降读为待审分析,不写成审核通过结论。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-017-0044-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","44","44","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L44","c30461c0700dc301eb90303898ca61e4492d5c7c51bc96a9e63b0c194b6db475","200","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产品边界 / 技术路线 | 产品和路线描述保留为待审结构,明确不能替代参数、可靠性或路线胜率证据。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-017-0045-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","45","45","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L45","692b78c0f1644130a50fd895f9aa614fb10e9e4b8b37fed5f01054da8aa3c417","196","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 市场规模 / 出货 / 渗透 / ASP 测算 | 市场空间、出货、渗透、ASP 和单机价值量均需标注测算或缺口。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-017-0045-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","45","45","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L45","692b78c0f1644130a50fd895f9aa614fb10e9e4b8b37fed5f01054da8aa3c417","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 市场规模 / 出货 / 渗透 / ASP 测算 | 市场空间、出货、渗透、ASP 和单机价值量均需标注测算或缺口。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-017-0046-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L46","4fae98732121536c72cb59d86ecad15783b3188975d333e7905574d6e5219536","209","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产业链拆解 / 价值量 / 利润池 | 价值量、利润池和毛利判断降读为研报测算或分析判断,不能写成确定事实。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-017-0046-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L46","4fae98732121536c72cb59d86ecad15783b3188975d333e7905574d6e5219536","209","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产业链拆解 / 价值量 / 利润池 | 价值量、利润池和毛利判断降读为研报测算或分析判断,不能写成确定事实。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-017-0047-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","47","47","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L47","ff8af3b63897d9e23cb1e24af2e7532c9ffb4d15e4aa83c5c640eedd4cf66b4e","179","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 公司格局 / 竞争份额 | 公司映射、竞争份额和卡位判断不代表正式公司池或覆盖完整。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-017-0048-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L48","6a1be6d5cedd135abc33fa473bf1788d3ac39533700992e20fb3710ac3b03552","197","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 客户供应链 / 产能交付 | 客户、主供、独供、产能、交付和良率保持待核验,需官方或客户侧补证。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-017-0048-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L48","6a1be6d5cedd135abc33fa473bf1788d3ac39533700992e20fb3710ac3b03552","197","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户供应链 / 产能交付 | 客户、主供、独供、产能、交付和良率保持待核验,需官方或客户侧补证。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-017-0049-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L49","65adc2cb7d697fa50f2d7df218078564fc9e042204bf9fddd519332d0f157325","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-017-0049-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L49","65adc2cb7d697fa50f2d7df218078564fc9e042204bf9fddd519332d0f157325","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-017-0051-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","51","51","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L51","fb061b6bcae56bc314070d18f434ab263b9397bfed2b1d2cf0ed9bae27ac6ad3","128","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/subindustry14_body_downgrade_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-017-0056-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","56","56","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L56","d81341903ab74cb559eaf91e94ae46aa008d5dbd430f080cecb87971111ee6cc","254","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 文档定位:本文只回答“机器人电机产业链怎么拆、价值和壁垒在哪、哪些公司处在什么位置、增量会流向谁”。市场规模、出货量、价格带和竞争份额集中放在 `电机市场深度梳理结果.md`。"
"FOHLSRC-FOHLBASE-017-0058-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","58","58","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L58","2b465f99771beeb2aea564c6ebbc0d234de29c62ef56f4d31717f4d8aa2cc9a0","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 1. 资料口径"
"FOHLSRC-FOHLBASE-017-0064-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","64","64","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L64","37a6a83083e149526194429ed3a58b376eb6910e040904f9112b499a79334799","166","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| `../../../../raw/existing_research/归档/旧版梳理结果_20260528前/电机深度梳理结果_按新规范重梳.md` | 本次拆分的主底稿 | 分析底稿 |"
"FOHLSRC-FOHLBASE-017-0065-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","65","65","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L65","e633493345302f373767f3451d8f4a694d36a82cdd74d018ce2ac94676c6a7f2","150","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| `../../../../raw/existing_research/归档/旧版梳理结果_20260528前/电机深度梳理结果.md` | 旧版补充和交叉校验 | 分析底稿 |"
"FOHLSRC-FOHLBASE-017-0067-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","67","67","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L67","242376fa5abaac1d4ce45028d4655031257412d78baf6b23a0130a2fb04f6d6c","127","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司年报、公告、官网、公开报道的研报转述 | 财务、产能、客户、产品线 | 需后续原文复核 |"
"FOHLSRC-FOHLBASE-017-0073-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","73","73","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L73","e93741d7cc683d497048c610f0d15b114d351a8ef93a801f2d867122310fcd61","118","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 事实线索 | 年报、公告、官网或研报引用公告中的收入、销量、产能 | 写明年份和口径 |"
"FOHLSRC-FOHLBASE-017-0074-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","74","74","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L74","c4750a7d8d83271acd106dcea8b60a3c4c0ed3af07fc1a5aafc14c93a6e382a0","101","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 研报测算 | 市场空间、单机价值量、ASP、CAGR | 标为测算,不当作确定事实 |"
"FOHLSRC-FOHLBASE-017-0077-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","77","77","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L77","920a1305c61135d1d9f0f3d320d7332c39571d374171c736409d192410a80c74","339","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-电机_详细介绍-01-CORE):核心结论、赛道空间、产业位置和商业化判断均需降读为待审分析。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-017-0079-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","79","79","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L79","e0bae0a06a89773e4be0efd46fc49c1f3b17dd8e2c4a3fd9341cd7c295850a31","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 2. 核心结论"
"FOHLSRC-FOHLBASE-017-0085-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","85","85","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L85","7059cbdb1cf60ad4b714de5294c14d569ce170b824f37ff680f521a11971390d","208","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人关节电机 | 无框力矩电机、轴向磁通电机、关节模组 | 肩、肘、腕、髋、膝、踝 | 无框力矩是当前主线,量产重点看客户定点、ASP、良率和散热 |"
"FOHLSRC-FOHLBASE-017-0087-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","87","87","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L87","870f788b84ee1a6fabac9a2cd61f75a8ca9cba17695324e53cc33803896b8fdd","192","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 移动/协作机器人电机 | 低压伺服、伺服轮、无框力矩 | AGV/AMR、复合机器人、协作机器人 | 已有收入和出货验证,是短期业绩兑现更清晰的场景 |"
"FOHLSRC-FOHLBASE-017-0088-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","88","88","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L88","17bfa7860070a4dc73b44b3293db3fb5f5f480fe00dc82982b5d6767734e743a","215","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工控/医疗/汽车微电机底盘 | 步进、伺服、无刷、直线执行器 | 工控、医疗、3C、汽车、半导体 | 是公司现金流和制造能力底座,不能直接等同于人形机器人收入 |"
"FOHLSRC-FOHLBASE-017-0090-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","90","90","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L90","c93600bf36036313e8757082ecc826649000e5c3e15887fd87648b0b122c3747","81","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","产业链利润池不一定在“电机本体”。更高价值量可能来自:"
"FOHLSRC-FOHLBASE-017-0092-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","92","92","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L92","c5b815f036b2cb892ac9aec9e0f115fea9d28f1eae5fbcff8f29bb601a2b3f12","46","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 利润池 | 为什么重要 | 代表能力 |"
"FOHLSRC-FOHLBASE-017-0094-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","94","94","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L94","a970941ff75f3bc65842166162da83edb2a7be338d5485b79418d6f1bc304d44","148","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 驱控一体化 | 电机、驱动器、编码器协同,客户切换成本更高 | 电磁设计、控制算法、总线协议、低速平稳性 |"
"FOHLSRC-FOHLBASE-017-0096-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","96","96","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L96","9958a5578209ca34f7fca2488b565bed179acd656a0e30eba466a5310ac1322c","136","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 灵巧手微驱动方案 | 单手空间小、路线多、定制强 | 微型绕组、散热、寿命、一致性、客户联合开发 |"
"FOHLSRC-FOHLBASE-017-0097-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","97","97","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L97","63bf2a856dfb7e3b7f7f92c5213a892b3c79480a96ce9e7cd7ce1d9d3ac89339","106","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 测试和可靠性验证 | 样机到量产的核心差异 | 温升、噪声、寿命、良率、交期 |"
"FOHLSRC-FOHLBASE-017-0099-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","99","99","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L99","6289be8aafb3dae08d20f36a6ade89c06a3a544acbc131d8cce4c714ac9e1293","186","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","因此,电机产业链的核心判断不是“谁会做电机”,而是谁能稳定进入机器人客户的量产供应链,并能从电机本体升级为驱控、模组或方案。"
"FOHLSRC-FOHLBASE-017-0101-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","101","101","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L101","1ffdac48fd3fbe55ae50efec5b0cd717efec775413d8119bee3925a3cc306b22","336","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-电机_详细介绍-02-PRODUCT):产品边界、技术路线和环节拆分仅保留范围 / 产品层待审线索。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-017-0103-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","103","103","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L103","f9926e6403a50122666b34310e84d8185dea19a4e89644cfe60b034b07ecd7a3","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 3. 产品边界"
"FOHLSRC-FOHLBASE-017-0107-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","107","107","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L107","f28bb85c705c084f178ad405d968c7513fc40a892890f5632c6ce95aa206b37e","181","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 无框力矩电机 | 低速大扭矩、高响应、中空走线 | 人形大关节、协作机器人关节 | 高 | 人形和协作主流路线,已有批量交付线索 | 主线 |"
"FOHLSRC-FOHLBASE-017-0113-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","113","113","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L113","71b28ef11921c5592f6ffebc78cb020276a0928f498b7413417c86490d59a71b","143","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 步进电机/HB 步进 | 定位控制、低成本运动控制 | 工控、医疗、3D 打印、部分机器人 | 中 | 成熟 | 公司底盘 |"
"FOHLSRC-FOHLBASE-017-0118-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","118","118","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L118","bb0f9a90c83ede91f405a2b3554629eb5e92a71f9f153b0c5bcde73c01f97e92","53","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 伺服系统收入不等于机器人电机收入。"
"FOHLSRC-FOHLBASE-017-0122-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","122","122","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L122","6b8cbc9d83ef56247394251432fd61ab0af290a32ee090eb7e72470ec7b06cb9","77","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 汽车、医疗、工控客户不能直接外推成人形机器人客户。"
"FOHLSRC-FOHLBASE-017-0124-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","124","124","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L124","2b2f3bb40f765ae44b657350c98e93df69aa39f27e65d5b21d248b7caf8cc18c","342","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-电机_详细介绍-03-MARKET):市场规模、出货量、渗透率、ASP 和单机价值量均需标注测算或缺口。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-017-0126-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","126","126","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L126","034428a3fd46ff8a7550776a29d5a48613897e660da533cab01b4910a089dba7","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 4. 技术路线"
"FOHLSRC-FOHLBASE-017-0130-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","130","130","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L130","088a70f39041b9f7cc295252c76ef4f092f0a2703ee348dbed96c23820ff5d4f","298","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 无框力矩电机 | 取消外壳和轴承,定转子嵌入关节结构 | 低速大扭矩、高响应、中空走线 | 同轴度、散热、驱动控制、客户定制 | 较成熟 | Kollmorgen、TQ、雷赛、步科、汇川、伟创、江苏雷利、鼎智 | 当前人形和协作关节主线 |"
"FOHLSRC-FOHLBASE-017-0135-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","135","135","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L135","95f98f9165aabb0d00ba68ea8dd93c7d1fce6764189dca95d604c95328be675c","190","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 谐波磁场电机 | 磁场调制实现低速大扭矩 | 潜在高功率密度 | 工艺、控制、可靠性、量产案例不足 | 前瞻 | 研报提及 | 暂不纳入商业化主结论 |"
"FOHLSRC-FOHLBASE-017-0136-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","136","136","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L136","4cc0a08c044a612ace77da94a1d38818ea9221aaddf5259eae744d3c02478d24","281","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 驱控一体化/关节模组 | 电机、驱动、编码器、减速器或丝杠集成 | 附加值高、客户黏性强 | 系统设计、热管理、测试标定 | 快速导入 | 雷赛、步科、伟创、江苏雷利、鼎智、汇川 | 产业链话语权更可能来自这里 |"
"FOHLSRC-FOHLBASE-017-0140-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","140","140","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L140","be7354f8a598a284512d4769feaed264f058fc4599b67c44c80b070932cf9713","114","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","1. 人形机器人是否进入长时间工厂运行,若进入,散热、寿命、可靠性权重大幅提升。"
"FOHLSRC-FOHLBASE-017-0141-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","141","141","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L141","e5004640cbc1051a7071665571d6fce4dd49be70aac9c3a252be8d6231fbbf3b","120","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","2. 灵巧手自由度和主动驱动数是否继续增加,若增加,微型电机数量和成本压力同步上升。"
"FOHLSRC-FOHLBASE-017-0142-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","142","142","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L142","9d32f0b010676c80472c2e46644d403594723fe97fbc2157ae7c5dcd0c0b8286","126","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","3. 整机厂是否自研关节和灵巧手,若自研比例提高,外部电机厂需要更强定制和联合开发能力。"
"FOHLSRC-FOHLBASE-017-0143-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","143","143","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L143","337d2f9b920452eddd823a0d1ff9dd04ba02736d26d1bf207861501ebfe213d4","97","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","4. ASP 下行速度是否快于成本下降,若快于成本下降,标准电机利润承压。"
"FOHLSRC-FOHLBASE-017-0145-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","145","145","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L145","2904a6565b468fac9a270a7123d2981cecfb394279613362cc5dd3a2e5a40c63","325","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-电机_详细介绍-04-CHAIN):产业链价值量、利润池和话语权判断不能替代证据结论。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-017-0147-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","147","147","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L147","143711c2b33937602800fa6790596b7c87eed69e759e171fb62b4a606a73aee0","21","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 5. 产业链拆解"
"FOHLSRC-FOHLBASE-017-0156-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","156","156","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L156","493f040bf0e96921b2169903609b8544f7df61f0ce9d60e144a6b7e277637581","237","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","电机处在机器人产业链的上游核心零部件和中游执行器之间。越靠近模组和系统,越容易形成客户黏性和方案利润;越停留在标准电机本体,越容易受到价格竞争和客户自研影响。"
"FOHLSRC-FOHLBASE-017-0158-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","158","158","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L158","ca8cd5c7be0209f244be20f8777f830f426b3dcbc3ff519bb024359b3e638294","14","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 5.1 上游"
"FOHLSRC-FOHLBASE-017-0160-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","160","160","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L160","23a64eb89e52493b28c49e8153ea6ebce8c1d57d1ae7c84d96931f2653823a92","85","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 上游环节 | 作用 | 成本和利润影响 | 供应关系 | 关键验证问题 |"
"FOHLSRC-FOHLBASE-017-0163-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","163","163","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L163","3d2a3460b339ef2d2d6a52c3b702263af1e0b356fd1a6f1d3034b518dbef0259","182","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 铜线/漆包线 | 决定铜损、绕组效率和温升 | 原材料占比较高,影响毛利率 | 多为外采 | 铜价变化对伟创、鸣志、江苏雷利等毛利率影响 |"
"FOHLSRC-FOHLBASE-017-0167-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","167","167","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L167","da1ec4c8da63082049d0f8465f93df4eb846d4e8866ff7295bfbe36af246df1d","167","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 功率器件/驱动芯片 | 决定驱动效率、响应和温升 | 影响驱动器成本和交付 | 多为外采 | 芯片国产替代、供应安全和成本压力 |"
"FOHLSRC-FOHLBASE-017-0168-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","168","168","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L168","3f2b8cc27177fa7232e0b643a0180d32b77049755a3fff3fd9867d47054ff848","180","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 绕线设备/自动化设备 | 决定空心杯和微型电机一致性 | 影响良率、产能和折旧 | 外购/自研设备 | 空心杯绕线设备是否限制国产高端化 |"
"FOHLSRC-FOHLBASE-017-0171-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","171","171","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L171","f34e1f2719af09b6aa7853359bfbbcf234408657cd6ead4b295530fdf9b80659","221","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","上游当前最大缺口不是“没有公司名单”,而是缺少可量化数据:磁材、铜线、硅钢、轴承、芯片、设备分别占电机或模组 BOM 的比例,哪些能转嫁,哪些会压缩毛利。"
"FOHLSRC-FOHLBASE-017-0173-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","173","173","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L173","3a736457b94cfe3fd5dc1aac0684b17d03e136055f721b0bf04015c3c7667c0f","14","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 5.2 中游"
"FOHLSRC-FOHLBASE-017-0175-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","175","175","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L175","759fe7ee567451b37ea2d5e953c92550349ca03551bc242a3e5bd42afd05a438","77","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中游环节 | 做什么 | 难点 | 对成本/毛利影响 | 代表玩家 |"
"FOHLSRC-FOHLBASE-017-0177-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","177","177","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L177","401abd9920199d1ce483fdb958a4c42482f6054d4077188f1da4531b45691ea4","225","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 电磁设计 | 平衡扭矩密度、效率、温升、噪声和尺寸 | 多目标优化,不能只看峰值扭矩 | 决定性能上限和客户认证 | 雷赛、步科、鸣志、伟创、汇川、海外 Maxon/Kollmorgen |"
"FOHLSRC-FOHLBASE-017-0181-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","181","181","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L181","bc4962fb2c6387db46b9d15cb05d7e9b2c76cce9c56613ee276cc2a7dfac808c","182","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 测试/标定 | 温升、噪声、寿命、负载、可靠性测试 | 测试节拍、设备投入、数据一致性 | 影响产能和客户验证周期 | 头部电机和工控厂 |"
"FOHLSRC-FOHLBASE-017-0182-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","182","182","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L182","cb378a2d800585529c38dec51314682affddb2c69711a1fd7296af585acfd787","202","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 模组集成 | 与减速器、丝杠、编码器、结构件组合 | 机械、电磁、控制、散热协同 | 毛利和客户黏性更高 | 雷赛、步科、伟创、江苏雷利、鼎智、汇川 |"
"FOHLSRC-FOHLBASE-017-0188-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","188","188","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L188","3f80369881787e758d9644d8984df8fddf39f645c9aa687fcc5896abbbd7c382","97","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 电机本体供应 | 中低 | 需要规模、成本和交付,容易被多供或价格压制 |"
"FOHLSRC-FOHLBASE-017-0189-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","189","189","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L189","7f70e7a192bad0fd801fd01cecec31138ce2629698b2db3cd4771923c0523c1f","85","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 电机 + 驱动 + 编码器 | 中 | 系统适配增强,客户切换成本提高 |"
"FOHLSRC-FOHLBASE-017-0190-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","190","190","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L190","422212e4f1efa574a8a5fd5e23674efb4e9d94c8d8e6b1df62c784bb6e67d578","101","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 关节模组/灵巧手方案 | 中高 | 需要联合开发和测试验证,更接近客户主线 |"
"FOHLSRC-FOHLBASE-017-0191-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","191","191","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L191","23ebd85f284d82b0449c9b94e9e9a4b769e8460fece22561afaa31f1c422b1d7","136","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户平台联合定义 | 高 | 若进入主力整机平台,具备更强议价和持续供货机会,但必须有客户侧证据 |"
"FOHLSRC-FOHLBASE-017-0193-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","193","193","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L193","68f61c34d1d13e7c6bae86f0d336bc5c44bb0cb3f281ac741cd6391dd7075175","14","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 5.3 下游"
"FOHLSRC-FOHLBASE-017-0197-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","197","197","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L197","fff3b4c20eb9d81bd3459af970aa4e7c3bb586df6d428e7dacd752e11b256af3","241","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人关节 | 无框力矩电机、轴向磁通、关节模组 | 送样、小批量、部分批量供货并存 | 整机量产、自由度提升、场景落地 | 高 | 单机电机数量、客户订单、交付量、ASP、良率 |"
"FOHLSRC-FOHLBASE-017-0199-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","199","199","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L199","bbb933c905e639d186b306ae34dfcb063dc773ee146de781d1c827ce1a85f34c","154","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 协作机器人 | 无框力矩电机、伺服系统 | 已有成熟出货 | 国产替代、工业场景复苏 | 中 | 客户数量、份额、年出货 |"
"FOHLSRC-FOHLBASE-017-0200-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","200","200","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L200","6a5d241ff7087119753967ad3a72fa0043f592dcb8f08a4b5b5701119baff077","168","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 移动机器人 | 低压伺服、伺服轮 | 商业化成熟度高 | AGV/AMR 渗透、模块化底盘 | 中 | 低压伺服份额、伺服轮销量、服务车辆数 |"
"FOHLSRC-FOHLBASE-017-0201-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","201","201","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L201","8c87602f7848f49edfbd13dfa67eace1a277c6d4f685fc3f9f994083eca0c5ac","182","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 医疗/3C/半导体 | 步进、伺服、空心杯、直线执行器 | 已有稳定需求 | 国产替代、高端装备需求 | 中低 | 分行业收入、毛利率、客户认证 |"
"FOHLSRC-FOHLBASE-017-0202-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","202","202","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L202","8de06e1d6874055cded6664c60c0defffb93e2691ebf22ae6d2c58129fb2739d","174","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 汽车/激光雷达 | 微特电机、振镜/棱镜电机、压缩机电机 | 已量产 | 智能驾驶、新能源车 | 中 | 定点车型、量产客户、产能利用率 |"
"FOHLSRC-FOHLBASE-017-0204-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","204","204","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L204","f8b188001167bfea65b9d82c4d69c17c774e63f4b86b10ee9b12584cf633c3e0","336","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-电机_详细介绍-05-COMPANY):公司映射、竞争格局和份额判断不代表正式公司池或覆盖完整。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-017-0206-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","206","206","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L206","e7b94fe630559484739161c9ed5f27ae0bb4739d3ae91af9c0328f4512051e7b","45","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 6. 成本结构、盈利模式和利润池"
"FOHLSRC-FOHLBASE-017-0208-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","208","208","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L208","43c1ec3de7f0eee0e67a240674584e665a75cb766fa928e55c7bf826e84e95ea","20","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 6.1 成本结构"
"FOHLSRC-FOHLBASE-017-0212-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","212","212","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L212","ed2120719c34277a6f027c0930942379df950539602dc6eb29056eb023b95d3f","189","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 铜、铝、芯片 | 影响伺服、电机、驱动器成本 | 伟创 2026Q1 毛利率承压,研报认为与铜、铝、芯片等成本有关 | 原材料敏感性、价格传导能力 |"
"FOHLSRC-FOHLBASE-017-0213-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","213","213","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L213","d6a1ec3743d0d62afd99f761105bff0b7b72d7ff39bf52a1f517c683329a0e48","163","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 磁材、轴承、硅钢 | 影响电机性能和成本 | 鸣志早期成本敏感性提到相关材料价格影响毛利 | 磁材采购、库存、锁价机制 |"
"FOHLSRC-FOHLBASE-017-0215-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","215","215","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L215","b9e3e943f7cfa2481f2820df17b1b73fed2eeb6c5824656531ffadc670110b31","199","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 热管理 | 决定高负载连续运行能力 | 研报拆分电机损耗:铜损 40%-60%、铁损 20%-30%、机械损 5%-10%、永磁体损耗 5%-10% | 温升测试、散热结构、寿命曲线 |"
"FOHLSRC-FOHLBASE-017-0216-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","216","216","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L216","d067a7016723945798639ff33721c7a92379143c8d61704c5ebe6fe771f6d396","167","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 测试/标定 | 决定客户认证和量产一致性 | 机器人客户验证周期长,测试设备可能成为瓶颈 | 测试节拍、可靠性标准、失效率 |"
"FOHLSRC-FOHLBASE-017-0217-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","217","217","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L217","380dcc911cf1db001ce6d67bb5dc3a2b54c3ccfe01168318b987538bb9ec9244","163","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 折旧和产线爬坡 | 新产能短期压制利润 | 鸣志越南产能、雷赛扩产、江苏雷利产线爬坡均涉及 | 产能利用率、良率、存货 |"
"FOHLSRC-FOHLBASE-017-0220-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","220","220","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L220","eae6512b34cdfd7f47ca9da508e75d3764d7e31bdf77cd8a4b01fd7e2e4b763a","20","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 6.2 盈利模式"
"FOHLSRC-FOHLBASE-017-0222-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","222","222","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L222","5706bdbe05f920ea14dcfc54bd4e351ddeb97a1a2770483be2a2193236d01ac3","192","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","电机环节不能只看“卖电机本体”。在人形机器人和灵巧手场景里,真正能保留利润的往往是电机、驱动、编码器、传动和测试验证的组合能力。"
"FOHLSRC-FOHLBASE-017-0224-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","224","224","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L224","b576e32dcd181bd8f29f21c60cbbc2e34b7102f8738d74ab94e1b484388e1005","82","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 盈利模式 | 典型玩家 | 利润来源 | 更适合的场景 | 主要风险 |"
"FOHLSRC-FOHLBASE-017-0226-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","226","226","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L226","bee63c32adc438f3bdba3e1a1c59e971cb6ada9839521fd90467acc6587a5330","321","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 标准电机本体销售 | 鸣志电器、江苏雷利、雷赛智能、步科股份、伟创电气、Maxon、Faulhaber | 电磁设计、绕线和装配能力、规模制造、交付稳定性 | 工控、医疗、移动机器人、低成本机器人、基础供货 | 多供、年降和客户自研会压缩议价空间 |"
"FOHLSRC-FOHLBASE-017-0228-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","228","228","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L228","a16003a8ea6e57ad3a94ebba0e31bddbf79743f5c41a94b91562dfb626503d2b","349","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 关节模组 / 执行器方案 | 雷赛智能、步科股份、伟创电气、江苏雷利 / 鼎智科技、汇川技术 | 机械、电磁、传动、传感、热管理和测试集成 | 人形关节、协作机器人、四足机器人 | 若减速器、丝杠、编码器等核心件依赖外采,且接口由客户定义,话语权会被削弱 |"
"FOHLSRC-FOHLBASE-017-0229-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","229","229","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L229","2a4debdb9131b8203f74d778fbccb6bf2ca6814c0d5f0f25886a8c7f9b4a41c1","328","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 灵巧手微驱动方案 | 鸣志电器、雷赛智能、伟创电气、江苏雷利 / 鼎智科技、兆威机电 | 微型绕组、空心杯、微型减速 / 丝杠、寿命、一致性和联合开发 | 灵巧手、微型执行器、腱绳驱动 | 路线未收敛,单手电机数量、ASP、寿命和成本都仍在变化 |"
"FOHLSRC-FOHLBASE-017-0230-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","230","230","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L230","8f88c8d6f63986dc7ab5469ae7817188bdde7f349853d1ba1aa50f618a1ce3cf","295","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 设备 / 工艺 / 可靠性验证能力 | 头部电机厂自建产线、绕线和测试设备供应商 | 绕线、灌封、测试、标定、温升和寿命数据 | 高一致性量产、客户认证、产能爬坡 | 披露通常很少,收入和利润难以从电机厂报表中单独拆出 |"
"FOHLSRC-FOHLBASE-017-0232-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","232","232","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L232","cd377f697d7182fb6c9c087a4c4de704dfd6d0d74d9565c14955bb4919c48d69","23","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 6.3 利润池判断"
"FOHLSRC-FOHLBASE-017-0235-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","235","235","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L235","7df106ab86d394a92dfd4f295f318a43b9cd1100b3375810078f71e6b6b7b647","104","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 驱控一体化、关节模组、灵巧手微驱动方案更容易沉淀客户黏性和方案利润。"
"FOHLSRC-FOHLBASE-017-0236-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","236","236","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L236","ec472947aa9d75084f7ea294c2d68afcf8f398d1d982fd62d932796d4c950bbf","101","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 机器人客户验证周期长,测试、标定、良率和交付稳定性会影响真实盈利。"
"FOHLSRC-FOHLBASE-017-0237-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","237","237","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L237","89fd0d753e30440f981aae88c210070124c8d073b355f7556895de97d3a8f8d7","71","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 公司整体毛利率不能直接等同于机器人电机毛利率。"
"FOHLSRC-FOHLBASE-017-0239-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","239","239","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L239","95a1eb5c0939bf77a072f67967197f40d534377adcaedc4044bbef2405a0450f","341","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-电机_详细介绍-06-SUPPLY):客户、主供、独供、产能、交付、良率和寿命需官方或客户侧补证。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-017-0241-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","241","241","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L241","5398c16c08d287d8b3914a269aad09e8548228bad6d3cd454722e0b623366a3a","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 7. 环节话语权判断"
"FOHLSRC-FOHLBASE-017-0243-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","243","243","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L243","1b60029becd623ccadd855fdfd8635c68b8374b36c7b1004eccb536ca55943f2","258","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","电机环节的话语权取决于“谁定义规格、谁承担验证风险、谁能稳定交付、谁能把电机升级成驱控或模组方案”。同样是电机厂,停留在标准本体供货和参与客户平台联合定义,话语权完全不同。"
"FOHLSRC-FOHLBASE-017-0247-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","247","247","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L247","bf4c143c802ca6ae56043105fb6b6eadeeded4a1b4af467d913bb07a17bbe66c","326","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形关节无框力矩电机 | 扭矩密度、温升、低齿槽转矩、同轴度、良率、客户认证 | 雷赛、步科、汇川、伟创、Kollmorgen、TQ | 进入主力整机平台,参与关节规格定义,批量交付稳定,ASP 和良率可验证 | 整机厂自研、多供导入、价格下行快于降本 |"
"FOHLSRC-FOHLBASE-017-0248-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","248","248","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L248","5fff629dcdd406226389a1cc617b120f6758df602ef29a892e415496a6382e92","353","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 灵巧手空心杯 / 微型电机 | 微型绕组、空间集成、寿命、噪声、发热、一致性 | Maxon、Faulhaber、鸣志、伟创、雷赛、江苏雷利 / 鼎智 | 产品能满足单手多自由度、寿命和一致性要求,并形成客户联合开发 | 路线未收敛,单手用量和 ASP 变动大,低成本有齿槽路线替代 |"
"FOHLSRC-FOHLBASE-017-0249-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","249","249","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L249","cabf08667e073520fbde33d56038e7634b74cb518145eea90d55589ac433a6ba","286","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 移动 / 协作低压伺服和伺服轮 | 已量产客户、渠道、成本、服务响应、驱控适配 | 步科、雷赛、汇川、伟创 | 有机器人行业收入、客户数量和出货验证,能持续复购 | 工业场景价格竞争、客户自研驱动器、渠道替代 |"
"FOHLSRC-FOHLBASE-017-0250-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","250","250","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L250","dba0d9bb3b8ad9cfe12fc1c70bf25703464ec3e099e7cbc80fadb39e1f356e11","334","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 驱控一体化 / 关节模组 | 电机 + 驱动 + 编码器 + 传动 + 热管理的系统集成 | 雷赛、步科、汇川、伟创、江苏雷利 / 鼎智 | 能参与客户平台定义,承担测试标定和可靠性验证,模块价值量可拆 | 核心传动件外采、接口由客户控制、模组利润被整机厂压缩 |"
"FOHLSRC-FOHLBASE-017-0251-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","251","251","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L251","adf4709f852744d4eaee2ea86fbad88ec58a8da495115d4b805a32085050e071","283","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工控 / 医疗 / 汽车底盘迁移 | 制造规模、质量体系、渠道和现金流 | 鸣志、江苏雷利、汇川、雷赛 | 主业现金流支持研发和产能,已有高可靠性制造基础 | 不能把工控 / 医疗 / 汽车收入直接外推为人形机器人收入 |"
"FOHLSRC-FOHLBASE-017-0252-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","252","252","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L252","9a7e14c68a6ae1b273799771bb96b66169983f0e76d09c698eae22164296ce77","294","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 海外高端标杆 | 高端性能、寿命、客户认证、品牌和渠道 | Maxon、Faulhaber、Kollmorgen、TQ、Portescap | 作为性能、寿命和定价对标,帮助判断国产替代差距 | 若无中国机器人客户供货证据,只能作为标杆,不代表本土收入弹性 |"
"FOHLSRC-FOHLBASE-017-0254-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","254","254","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L254","55259aab0fc5a01819b0e5461ae199c4eaf74db76debd1e3abea3d524dedabca","330","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-电机_详细介绍-07-RISK):风险、限制和投资相关表述不得外推为正式结论或投资建议。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-017-0256-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","256","256","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L256","f81c64b94917dddd21720086bc843245d985b12895d5331fcd1111a5ab128908","39","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 8. 企业核心竞争力横向对比"
"FOHLSRC-FOHLBASE-017-0258-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","258","258","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L258","02879111c98847448fd0c3ad77e78897ee09872ec26ce497f95398764cbc7c71","186","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","这张表的作用不是列“谁有什么产品”,而是看同一环节里谁强在技术、谁强在制造、谁强在客户、谁已经兑现收入,哪些仍只是导入线索。"
"FOHLSRC-FOHLBASE-017-0260-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","260","260","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L260","2489743c64202c355579120d75d5f2b862aa37ee5d60cde3fcae8f1dc16916d9","139","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司 | 技术 / 产品类型 | 制造 / 工艺能力 | 客户关系 | 销售能力 | 财务兑现 | 核心竞争力判断 | 待验证 |"
"FOHLSRC-FOHLBASE-017-0262-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","262","262","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L262","f5715278c6c3caf2a728ee520161e229d02ed545a18b6e77bf2b96e9ed96b0b8","641","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 雷赛智能 | 无框力矩、空心杯、微伺服、编码器、关节模组和手部相关产品 | 2025 年无框力矩电机交付超 12 万台;年末自有及在建产能 200 万台,2026 年能力目标 500 万台 | 进入国内主流机器人客户体系线索,获智元优秀供应商伙伴 | 工控运动控制客户基础叠加机器人客户导入 | 2025 收入 18.74 亿元,归母净利 2.25 亿元,毛利率 39.00%;机器人收入未拆 | 机器人电机商业化进展靠前,是无框力矩和驱控模组的主线玩家之一 | 机器人收入、"
"FOHLSRC-FOHLBASE-017-0263-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","263","263","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L263","94fee987b81be5f164381af8dbb34f82158ade6d93e639677471185e0ccbbf1b","569","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 步科股份 | 低压伺服、iWMC 伺服轮、FMK 无框力矩、关节平台 | 低压伺服累计超 120 万台;无框累计超 5 万台;2026Q1 无框 3.5 万台 | 移动 / 协作客户基础清晰,人形客户和订单阶段仍待验证 | 移动机器人和协作机器人场景兑现能力强 | 2025 收入 7.24 亿元;机器人行业 3.71 亿元,占 51.28%;iWMC 1.08 亿元 | 机器人行业收入占比高,短期兑现基础最清楚,人形弹性处于验证期 | 人形客户、订单金额、无框 ASP、机"
"FOHLSRC-FOHLBASE-017-0264-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","264","264","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L264","3088c23ff1017b34d3de5bff82eb2c2a6cbbee7fdcb5cb3893239fe07cd3663b","632","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 鸣志电器 | 步进、空心杯、无齿槽、无框、伺服、驱动系统 | 控制电机及驱动系统 2021-2023 年销量 3056.2 / 2614.45 / 2270.56 万台套;越南无刷无齿槽产能预计 2026Q4 投入 | 机器人具体客户未披露,机器人应用收入已有增长线索 | 海外渠道和工控 / 医疗客户基础较强 | 2025 收入 27.62 亿元;电机驱动 22.93 亿元,占 83%;机器人应用收入同比 +22% | 财务底盘和渠道强,空心杯 / 无齿槽是灵巧手弹性核心"
"FOHLSRC-FOHLBASE-017-0265-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","265","265","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L265","46ed8712c7bc062c1401e312d9f1072f779cec7b75d35c1d752a56d7dcd1389a","499","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 伟创电气 | 空心杯、微型无框、轴向磁通、关节模组、灵巧手、低压伺服 | 机器人产能未披露;泰国机器人合资公司注册 | 北美客户对接线索,具体供货未披露 | 工控平台和海外渠道提供导入基础 | 2025 收入 19.46 亿元;海外主营收入 5.44 亿元;机器人收入未披露 | 产品矩阵完整,方案化潜力强,但订单和收入验证仍不足 | 机器人订单、产品收入、产能、客户供货量和毛利率 |"
"FOHLSRC-FOHLBASE-017-0266-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","266","266","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L266","a2bbd7946920f0f8b5394eb18665500f7701288b0672c2ca39bd46ce1aaaa297","766","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 江苏雷利 / 鼎智科技 | 微特电机、空心杯、齿轮箱、丝杠、无框、线性执行器、驱控一体化 | 江苏雷利年电机出货超 2.5 亿台,多地制造基地;鼎智具备小批量和样件转批量线索 | 高校、研究机构、本体厂商,部分批量交付;具体客户未充分披露 | 微特电机和精密运动控制渠道基础强 | 江苏雷利 2025 机器人零部件 2466 万元,同比 +157.62%;鼎智 2025 收入 2.68 亿元,线性执行器 1.43 亿元占 53%,机器人业务 +687%但绝对额未披露 | 制"
"FOHLSRC-FOHLBASE-017-0267-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","267","267","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L267","04faf4cde3661950b419bccb8b941258c5dc8fa65f22750dead30ac573835ec0","598","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 汇川技术 | 伺服、变频器、高性能电机、工业机器人、人形核心零部件 | 人形核心零部件产能落地南京、岳阳,具体产能未披露 | 工业和新能源客户基础强,人形机器人电机客户未披露 | 工控平台、工业机器人和大客户销售能力强 | 2025 收入 451.05 亿元;智能机器人与数字能源 18 亿元;归母净利 50.50 亿元 | 平台能力强,但不能用总收入外推机器人电机主导地位;应作为平台型观察对象 | 智能机器人业务拆分、电机单品收入、客户、毛利和产品参数 |"
"FOHLSRC-FOHLBASE-017-0268-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","268","268","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L268","683bfd447b08421b86aaef0da7fda13b33a625b642d04cee5337baf563619d41","454","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 禾川科技 | 电驱关节、空心杯、微型力矩、中空编码器、机器人本体 | YOLO 01 原型机,小规模订单线索 | 与具身智能生态合作线索 | 具备工控和机器人生态切入线索,但商业化弱 | 2024 前三季度收入 6.44 亿元,同比 -27.28%,亏损约 0.81 亿元 | 技术观察对象,不宜过早纳入核心兑现玩家 | 订单原文、客户、验收、收入确认、量产能力和盈利修复 |"
"FOHLSRC-FOHLBASE-017-0269-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","269","269","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L269","5bb47663f7e44dc311af4281dfc736dc19b54a5fdf0295811e12431150594ae6","495","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| Maxon / Faulhaber / Kollmorgen / TQ / Portescap | 空心杯、无刷无齿槽、无框力矩、高端伺服和关节电机 | 高端电机工艺、寿命、可靠性和渠道积累深 | 海外医疗、工业、机器人客户基础强;国内机器人客户供货量未系统披露 | 全球渠道和高端品牌优势 | 具体机器人收入通常难拆 | 作为国产替代的性能、寿命、价格和客户认证标杆 | 机器人客户、供货型号、ASP、交期和国产替代差距 |"
"FOHLSRC-FOHLBASE-017-0271-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","271","271","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L271","6d5c2ad5ae1735b8c01765d6e78512ec9c10ae2d87f2f8ee883457ea3a739f6d","30","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 9. 客户和供应链证据"
"FOHLSRC-FOHLBASE-017-0273-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","273","273","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L273","8289aef170d205f3b1c0c2cd701bab954ed7503a259f8ef1bf2e9a2f54000478","114","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 供应商 | 客户/对象 | 供货产品 | 当前阶段 | 证据口径 | 供货量/金额 | 后续验证重点 |"
"FOHLSRC-FOHLBASE-017-0275-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","275","275","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L275","9ce902a6729084eba1e204795e4ecc3f69bf1e2864c4723f1f892e682459063f","306","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 雷赛智能 | 智元机器人、国内主流机器人客户 | 无框力矩电机、机器人核心部件、灵巧手相关产品 | 批量订单/规模供货线索 | 研报引用年报、公开资料 | 无框超 12 万台;客户供货量未披露 | 客户侧确认、单客户金额、ASP、毛利率 |"
"FOHLSRC-FOHLBASE-017-0276-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","276","276","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L276","03b2b3ad53881526b2b91a1fa1a4fd67c662bcecde26fe350be64b8041fe79a8","296","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 步科股份 | 移动机器人、协作机器人、人形机器人客户 | 低压伺服、伺服轮、无框力矩 | 移动/协作已量产,人形从测试到批量线索 | 研报/公开报道 | 机器人行业收入 3.71 亿元,iWMC 1.08 亿元 | 人形客户、订单金额、无框 ASP |"
"FOHLSRC-FOHLBASE-017-0277-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","277","277","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L277","609f68be1e73a67e0ec79be1db874b38db93c03942d313f81cbec206e25342d4","324","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 鸣志电器 | 机器人、医疗、工控、海外客户 | 空心杯、无刷无齿槽、步进、驱动系统 | 机器人应用收入增长,客户未披露 | 研报引用公司数据 | 机器人应用收入同比 +22%,无齿槽机器人领域销售规模同比超 200% | 客户名单、产品出货、空心杯 ASP |"
"FOHLSRC-FOHLBASE-017-0278-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","278","278","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L278","36fd32b595823d68560474040b11f1be6df756df533cc2fd2b9c615e1f4ea6dd","216","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 伟创电气 | 北美机器人客户线索、泰国合资 | 灵巧手电机、关节模组、机电一体化组件 | 对接/导入线索 | 研报/公司公告口径 | 未披露 | 客户侧确认、订单、产能 |"
"FOHLSRC-FOHLBASE-017-0279-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","279","279","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L279","89e81b10f6ce9fe03fa6dcce057e5c35df7d1546098a4db258ac1bf1cb1e4d61","226","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 江苏雷利 | 高校、研究机构、机器人本体厂商 | 空心杯、齿轮箱、丝杠、灵巧手部件 | 部分批量交付 | 研报引用年报 | 机器人零部件 2466 万元 | 分产品收入、客户供货量 |"
"FOHLSRC-FOHLBASE-017-0280-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","280","280","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L280","1d2b5d4e9cbe8fd00e5fdfd6a12261e74aa5b52acc425f0d2e57c67afc271862","199","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 鼎智科技 | 机器人客户 | 减速电机、驱控一体化、线性执行器 | 样件转批量 | 研报引用公告 | 增速 +687%,绝对额未披露 | 绝对收入、客户、订单金额 |"
"FOHLSRC-FOHLBASE-017-0281-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","281","281","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L281","8f22f783ba50380ba93d4228bf08092b27535f95038cde989a1f4ec563676876","309","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 汇川技术 | 工业机器人客户、人形机器人潜在客户 | 伺服、高性能电机、机器人核心零部件 | 工业机器人成熟,人形核心零部件产能落地 | 年报/研报口径 | 智能机器人与数字能源 18 亿元,电机单品未拆 | 人形客户、零部件产品口径 |"
"FOHLSRC-FOHLBASE-017-0282-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","282","282","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L282","01c40b301d79964d1377329bc7a0b39ed1f1beed941ba0b5824d4dc4a335b44a","206","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 禾川科技 | 研究机构、生态合作方 | 电驱关节、机器人本体、编码器 | 小规模订单/合作 | 研报口径 | 几百万到千万订单线索 | 订单原文、验收、收入确认 |"
"FOHLSRC-FOHLBASE-017-0284-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","284","284","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L284","6feb74a48c446ceab8033d37d0baef1fa28b34976bfaeaa212f230ad1204a8ec","19","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 10. 增量流向"
"FOHLSRC-FOHLBASE-017-0288-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","288","288","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L288","b96a8b15784b43d3a2dc9ceaf23f048aca9bdb391f9e7310b766e4707e127439","165","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业/移动/协作机器人出货恢复 | 低压伺服、伺服轮、无框力矩、驱动器 | 步科、雷赛、汇川、伟创 | 短期收入兑现更清晰 |"
"FOHLSRC-FOHLBASE-017-0289-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","289","289","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L289","57175e432b29067a87b449dd53e6ea86f133c61e9b7192d149dc1a00033369db","190","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人小批量到批量 | 无框力矩、关节模组、驱控一体 | 雷赛、步科、伟创、江苏雷利、鼎智、汇川 | 弹性高,但客户、ASP、良率待验证 |"
"FOHLSRC-FOHLBASE-017-0292-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","292","292","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L292","3769090463807ace00466dc8b54a486db5cb6a77f92520d5d7ab250b295da3f7","154","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 模组化升级 | 电机+驱动+编码器+传动 | 雷赛、步科、伟创、江苏雷利、鼎智、汇川 | 比单纯卖电机更容易保住利润 |"
"FOHLSRC-FOHLBASE-017-0294-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","294","294","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L294","6d92c1a6611e42c462e7dd2c7558559696d6e0293c646434366bd51cce89296a","19","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 11. 当前缺口"
"FOHLSRC-FOHLBASE-017-0298-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","298","298","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L298","93795d43476f485404488e8cc4ddf347019e16ef8f9e384271ef12e4c8ff4a36","235","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 环节盈利模式 | 已能区分标准电机本体、电机 + 驱动 / 编码器、关节模组、灵巧手微驱动和测试可靠性能力 | 各模式的收入占比、毛利率、项目利润、客户年降条款和售后成本 |"
"FOHLSRC-FOHLBASE-017-0299-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","299","299","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L299","dcbcf2623da51d4ac8e800ec9eb16f2c163112c1124863f0b093e2f87038583c","253","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 环节话语权 | 已能按人形无框、灵巧手微电机、低压伺服、驱控一体化、平台迁移和海外标杆区分话语权来源 | 主供 / 独供证据、客户侧供应商名单、定点协议、规格定义权和真实议价能力 |"
"FOHLSRC-FOHLBASE-017-0300-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","300","300","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L300","377e18b2d89476bc0ffa1600d482047f13874b6e8dc38020b7f895c9ebe29814","257","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 企业核心竞争力 | 已把雷赛、步科、鸣志、伟创、江苏雷利 / 鼎智、汇川、禾川和海外标杆放入同一竞争力矩阵 | 关键型号性能参数、寿命曲线、良率、客户供货量、机器人单品收入和批量 ASP |"
"FOHLSRC-FOHLBASE-017-0301-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","301","301","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L301","bf7a8fa0736ec952876757b10fcf1dab01cb4525b8162df08476d3e20118ad09","133","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司市场地位 | 能区分兑现型、底盘型、方案型、观察型 | 客户侧验证、真实批量份额、公告原文 |"
"FOHLSRC-FOHLBASE-017-0302-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","302","302","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L302","69a94f0e4aaa52062a59adea0a8b3d6d3b9b01c399f8becc99b253d510f49d36","227","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 市场份额 | 有步科低压伺服份额、移动机器人伺服份额、鸣志步进全球前三、汇川 SCARA 份额、雷赛伺服份额等口径 | 人形无框力矩份额、灵巧手微电机份额、空心杯份额 |"
"FOHLSRC-FOHLBASE-017-0303-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","303","303","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L303","31557762bf6cbe3939e62de77876695c7e0a371988edf1cd55c9f6305cffa574","244","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产量/销量 | 有雷赛无框超 12 万台、步科低压伺服累计超 120 万台、步科无框累计超 5 万台、江苏雷利年电机超 2.5 亿台等线索 | 分型号销量、机器人专用销量、产能利用率、交付周期 |"
"FOHLSRC-FOHLBASE-017-0304-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","304","304","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L304","45bb6a96df0c96bcba8bcfa1fea3d8fd78d4650176538675a50c3d3471233faa","157","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 利润 | 上市公司整体收入、净利润和部分业务毛利率可见 | 机器人电机单品毛利率、机器人业务利润、客户项目盈利 |"
"FOHLSRC-FOHLBASE-017-0305-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","305","305","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L305","b00cb22a0221f5bb7c2fffe0773f23f398af341786cbca4f9647f574040b183b","203","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 成本集中在哪 | 已拆到磁材、铜线、硅钢、绕线、轴承、编码器、驱动芯片、热管理、测试标定和折旧 | 可量化 BOM、材料占比、良率、返修和售后成本 |"
"FOHLSRC-FOHLBASE-017-0306-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","306","306","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L306","a6dc7302630b963561cade40444cf591445492427c173f2de62c98ce09b86d72","274","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 相关产品占营收 | 步科机器人行业收入占比 51.28%;鸣志电机驱动占比约 83%;江苏雷利机器人零部件 2466 万元;汇川智能机器人与数字能源 18 亿元 | 具体机器人电机收入、灵巧手微电机收入、无框力矩收入 |"
"FOHLSRC-FOHLBASE-017-0307-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","307","307","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L307","fc1493ea05e087d13eca2472abf5264fe7a8d0ae9941794d13bc03ed7ca39421","222","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 国内/国际营收与供应链 | 伟创海外主营收入 5.44 亿元,鸣志海外渠道强,雷赛进入国内主流客户体系线索 | 国内外龙头客户名单、供货量、主供/独供、地区收入拆分 |"
"FOHLSRC-FOHLBASE-017-0308-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","308","308","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L308","5e9a7e69660c81a869ab17255ba12db4029b3486cc0377c52676a6e1e86607ce","158","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产品单价 | 有空心杯价格样本和灵巧手电机测算 ASP | 批量采购价、含驱动器/编码器口径、无框 ASP、灵巧手微电机 ASP |"
"FOHLSRC-FOHLBASE-017-0310-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","310","310","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L310","8771e5094ad12ec96447be8c16a627e41da83fbb8a6b546581036aa94520733c","185","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产能利用率/供货周期 | 有雷赛产能、鸣志越南产能、江苏雷利制造基地、鼎智小批量能力等线索 | 产量、产能利用率、交期、订单覆盖率 |"
"FOHLSRC-FOHLBASE-017-0312-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","312","312","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L312","6f0538253139388ca500a5062a35481c64251fc2a359f2096c724d5e7c4c81b6","22","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 12. 产业链结论"
"FOHLSRC-FOHLBASE-017-0314-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","314","314","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L314","516471bccd5c8ecc7080a22e4223ee71644139d51a67fe564fc8c22c83d3faac","141","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","电机产业链的研究主线应从“会不会做电机”升级为“能否进入量产供应链”。当前更值得跟踪的层次是:"
"FOHLSRC-FOHLBASE-017-0316-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","316","316","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L316","fc1f45db86ca3628817b41807374f3862ae315928ff21074346ccddaa3f19ae6","130","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","1. 兑现型:步科的移动/协作机器人低压伺服和机器人行业收入,雷赛的无框力矩交付和产能线索。"
"FOHLSRC-FOHLBASE-017-0317-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","317","317","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L317","e227c0eaf6aaea47dc95ad3f6017e4b3571012703cb7a1b8526d37d286de08d3","132","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","2. 弹性型:鸣志、伟创、江苏雷利、鼎智在空心杯、无齿槽、微型无框和微执行器上的机器人导入。"
"FOHLSRC-FOHLBASE-017-0318-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","318","318","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L318","508a9c04ff454e73bef88ff488d625597a2a5ad2b77b2d02595adbb5dc24795e","120","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","3. 平台型:汇川等工控平台公司切入机器人核心零部件,但需要拆出电机单品收入和客户。"
"FOHLSRC-FOHLBASE-017-0319-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","319","319","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L319","efef38d2a45c981a5d411235e93f6fb12e107f6075378a895ce3799320f433b0","84","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","4. 观察型:禾川等早期布局者需要订单、收入和量产能力验证。"
"FOHLSRC-FOHLBASE-017-0321-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","321","321","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L321","ee998012410e3ce7911a820accb86e31b3d62a784038359c7fffdce4803e3b7f","259","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","后续不建议继续泛泛找“电机空间大”的研报,应优先让数据处理同学本地化公司年报、投资者关系、产品手册和客户侧资料,重点回填 ASP、寿命、客户、供货量、产能利用率和机器人电机收入。"
"FOHLSRC-FOHLBASE-018-0004-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","4","4","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L4","921b94ff7ba01c586b8e700aa531b6a0e4f067670bacf580729b9351f42f9d99","35","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> case_id: ANA-ROBOT-INDUSTRY-001"
"FOHLSRC-FOHLBASE-018-0005-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-018-0005-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-018-0006-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","6","6","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L6","51ddefb06b154109ad40b8a957ea1dc8d5f6ce2e5ab03823e2d66f370c5111b7","43","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> batch_id: BATCH-ANA-ROBOT-MIGRATION-001"
"FOHLSRC-FOHLBASE-018-0007-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-018-0007-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-018-0010-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","10","10","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L10","6b70fdf4319b34a38405a95b6e109c6b55a71a355b6c2d255ed66038aa349b03","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> frozen_date: 2026-07-03"
"FOHLSRC-FOHLBASE-018-0012-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","12","12","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L12","229e5b6f2d71cd5b4705f7f20be8540ea151a520c9cbe1234c970c6502cc9304","24","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0. 冻结复核结论"
"FOHLSRC-FOHLBASE-018-0015-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","15","15","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L15","cd79cd837d92015495dff874aaa02b5e4a015d3140260011f8331796c19e169b","173","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 当前冻结含义是“稳定文件名、稳定入口、稳定来源映射和正式返修基线”,不是审核通过、不是对外交付版,也不是投资建议。"
"FOHLSRC-FOHLBASE-018-0016-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L16","0aa52cb542375b1ce733a79e7ea3b57f8e038aa1b85ab2b210ae71f4551b4274","335","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 证据状态统一按 SUBINDUSTRY14_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-018-0016-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L16","0aa52cb542375b1ce733a79e7ea3b57f8e038aa1b85ab2b210ae71f4551b4274","335","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 证据状态统一按 SUBINDUSTRY14_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-018-0017-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","17","17","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L17","91a4ef370f9100b0b6bd534d7e3cfbb1c86d35994cf860bab33246e2b3e514c7","129","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 复核备注:已按 P0 细分环节首批迁入;正式结论前需补证据等级、硬字段来源和人读质量复核。"
"FOHLSRC-FOHLBASE-018-0019-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L19","2101f9421c0c28216ff7b7164ba69bb78cfa598f1062e3c0e961f6ae10ca9c33","57","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-018-0019-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L19","2101f9421c0c28216ff7b7164ba69bb78cfa598f1062e3c0e961f6ae10ca9c33","57","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-018-0021-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L21","012395b7dbe1497463706c71f3b3d2fa26c054fae7c3ae2d969aae153f1bbcf0","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 本节为 14 个子行业页输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、覆盖完整、对外交付或完成状态。"
"FOHLSRC-FOHLBASE-018-0021-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L21","012395b7dbe1497463706c71f3b3d2fa26c054fae7c3ae2d969aae153f1bbcf0","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 本节为 14 个子行业页输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、覆盖完整、对外交付或完成状态。"
"FOHLSRC-FOHLBASE-018-0023-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","23","23","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L23","9c00e401c231910ed3a087d948f675b1f60be8894af072a760894672ce3131bc","221","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 强字段统一降读:市场规模 / 出货量、ASP / 单机价值量、客户供应链、主供 / 独供、产能 / 产销、毛利 / 份额 / 利润池等,只能保留为待核验事实、研报测算或缺口。"
"FOHLSRC-FOHLBASE-018-0027-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","27","27","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L27","4e56cbb145541fac37589f6c8fca82b2dee1170ab478f7c3ebf99111766af9cc","247","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 细分环节定义 / 产品边界 | 范围 / 产品层待审线索 | 保留为既有研究承接线索,正式输出前需按研报体系确认定义、边界和排除项。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-018-0028-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","28","28","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L28","8db27a01e102c745588307d23f7c862575f72ee85bef4734d5d991f516bc27f9","232","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产业链位置 / 上中下游路径 | 范围 / 产品层待审线索 | 仅作为待审结构化归类,不等同完整产业链覆盖或正式图谱结论。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-018-0029-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","29","29","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L29","6281375fecc81a256a54d732fe1d8e4b247e7c67d5512fe288176dfaca9b94a3","235","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 技术路线 / 产品形态 | 范围 / 产品层待审线索 | 保留技术路线和产品形态描述,但参数、路线胜率和商业化阶段不得外推。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-018-0030-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","30","30","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L30","8bf26ea3cba76c2aacd0a839d55f06522c229cda4248f679685ce19f5b5810fd","223","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 相关公司 / 供给格局 | 范围 / 产品层待审线索 | 公司映射仅为迁移草稿口径,不代表正式公司池或覆盖完整判断。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-018-0031-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","31","31","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L31","3fffbd08348755ecaa04fe0fa336d27bf68efebf42d0265b9ce87addc9795b08","269","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 市场规模 / 出货量 / 渗透率 | 待核验 / 测算 / 缺口保留 | 市场规模、出货量、CAGR、渗透率等测算必须保留为待核验或研报测算,不得写成确定事实。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-018-0031-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","31","31","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L31","3fffbd08348755ecaa04fe0fa336d27bf68efebf42d0265b9ce87addc9795b08","269","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 市场规模 / 出货量 / 渗透率 | 待核验 / 测算 / 缺口保留 | 市场规模、出货量、CAGR、渗透率等测算必须保留为待核验或研报测算,不得写成确定事实。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-018-0032-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","32","32","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L32","64f80a1464adf1fb6e6e05725120d95de85fdc34837d1d326af9ad984f74fac2","255","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| ASP / 单机价值量 / BOM 价值 | 待核验 / 测算 / 缺口保留 | ASP、单机价值量、BOM 占比和价格带必须标注测算来源或缺口,未补证前不得升级。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-018-0032-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","32","32","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L32","64f80a1464adf1fb6e6e05725120d95de85fdc34837d1d326af9ad984f74fac2","255","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP / 单机价值量 / BOM 价值 | 待核验 / 测算 / 缺口保留 | ASP、单机价值量、BOM 占比和价格带必须标注测算来源或缺口,未补证前不得升级。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-018-0033-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L33","71413faf60199ea9ae2e99d2c792fabfd0291bfddc576ed8d815578c9b4f09ed","247","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 客户 / 主供 / 独供 / 供应链阵营 | 待核验 / 测算 / 缺口保留 | 客户、主供、独供、阵营归属和供应关系需公司侧或客户侧官方证据。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-018-0033-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L33","71413faf60199ea9ae2e99d2c792fabfd0291bfddc576ed8d815578c9b4f09ed","247","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户 / 主供 / 独供 / 供应链阵营 | 待核验 / 测算 / 缺口保留 | 客户、主供、独供、阵营归属和供应关系需公司侧或客户侧官方证据。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-018-0034-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L34","028d80d746d7ccf22c47ee5e92a742ded1e94aba35ed811f07eb2ce140647539","259","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产能 / 产销 / 交付 / 良率 | 待核验 / 测算 / 缺口保留 | 产能、产销、交付、良率、寿命和可靠性均保留待核验,不得由研报迁移稿直接确认。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-018-0034-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L34","028d80d746d7ccf22c47ee5e92a742ded1e94aba35ed811f07eb2ce140647539","259","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产能 / 产销 / 交付 / 良率 | 待核验 / 测算 / 缺口保留 | 产能、产销、交付、良率、寿命和可靠性均保留待核验,不得由研报迁移稿直接确认。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-018-0035-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L35","5d64da9a832693f9c64eba84a8f4b8ff8e11a200dc0f04617af088b1395e1ed6","262","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 毛利 / 份额 / 利润池 / 话语权 | 待核验 / 测算 / 缺口保留 | 毛利、份额、利润池和话语权判断只能作为待审分析,不构成正式结论或投资建议。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-018-0035-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L35","5d64da9a832693f9c64eba84a8f4b8ff8e11a200dc0f04617af088b1395e1ed6","262","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 毛利 / 份额 / 利润池 / 话语权 | 待核验 / 测算 / 缺口保留 | 毛利、份额、利润池和话语权判断只能作为待审分析,不构成正式结论或投资建议。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-018-0037-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","37","37","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L37","ae01a7faaf01b0ea525d4b9e250d3544ea8ffedc2d49f34927c0f66827a6cd27","129","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/subindustry14_field_downgrade_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-018-0039-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L39","ca11e704d49f4a2dd3073d92d19772b04fa8a551195f94b650f457dd1c6e7a2a","63","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-018-0039-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L39","ca11e704d49f4a2dd3073d92d19772b04fa8a551195f94b650f457dd1c6e7a2a","63","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-018-0043-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","43","43","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L43","90e462ecb148c59615fe2265334e1a379d1b892e751c1ee787014862875c9be0","197","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 核心结论 / 环节定位 | 将赛道结论、价值判断和商业化阶段降读为待审分析,不写成审核通过结论。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-018-0044-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","44","44","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L44","c30461c0700dc301eb90303898ca61e4492d5c7c51bc96a9e63b0c194b6db475","200","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产品边界 / 技术路线 | 产品和路线描述保留为待审结构,明确不能替代参数、可靠性或路线胜率证据。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-018-0045-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","45","45","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L45","692b78c0f1644130a50fd895f9aa614fb10e9e4b8b37fed5f01054da8aa3c417","196","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 市场规模 / 出货 / 渗透 / ASP 测算 | 市场空间、出货、渗透、ASP 和单机价值量均需标注测算或缺口。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-018-0045-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","45","45","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L45","692b78c0f1644130a50fd895f9aa614fb10e9e4b8b37fed5f01054da8aa3c417","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 市场规模 / 出货 / 渗透 / ASP 测算 | 市场空间、出货、渗透、ASP 和单机价值量均需标注测算或缺口。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-018-0046-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L46","4fae98732121536c72cb59d86ecad15783b3188975d333e7905574d6e5219536","209","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产业链拆解 / 价值量 / 利润池 | 价值量、利润池和毛利判断降读为研报测算或分析判断,不能写成确定事实。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-018-0046-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L46","4fae98732121536c72cb59d86ecad15783b3188975d333e7905574d6e5219536","209","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产业链拆解 / 价值量 / 利润池 | 价值量、利润池和毛利判断降读为研报测算或分析判断,不能写成确定事实。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-018-0047-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","47","47","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L47","ff8af3b63897d9e23cb1e24af2e7532c9ffb4d15e4aa83c5c640eedd4cf66b4e","179","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 公司格局 / 竞争份额 | 公司映射、竞争份额和卡位判断不代表正式公司池或覆盖完整。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-018-0048-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L48","6a1be6d5cedd135abc33fa473bf1788d3ac39533700992e20fb3710ac3b03552","197","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 客户供应链 / 产能交付 | 客户、主供、独供、产能、交付和良率保持待核验,需官方或客户侧补证。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-018-0048-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L48","6a1be6d5cedd135abc33fa473bf1788d3ac39533700992e20fb3710ac3b03552","197","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户供应链 / 产能交付 | 客户、主供、独供、产能、交付和良率保持待核验,需官方或客户侧补证。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-018-0049-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L49","65adc2cb7d697fa50f2d7df218078564fc9e042204bf9fddd519332d0f157325","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-018-0049-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L49","65adc2cb7d697fa50f2d7df218078564fc9e042204bf9fddd519332d0f157325","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-018-0051-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","51","51","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L51","fb061b6bcae56bc314070d18f434ab263b9397bfed2b1d2cf0ed9bae27ac6ad3","128","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/subindustry14_body_downgrade_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-018-0055-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","55","55","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L55","8b4ab01c5427cd0c33848adaeabe3d30623146206ce199aed3d3434218f584b3","23","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 日期:2026-06-18"
"FOHLSRC-FOHLBASE-018-0058-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","58","58","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L58","c2a9917db022ef2fc02cd21f607500458434b11f95fe2d38b2052f9448ee25b7","151","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 文档定位:第一轮骨架版,重点回答机器人模型能力如何形成市场需求、收入、价值量、增量机会和验证指标。"
"FOHLSRC-FOHLBASE-018-0059-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","59","59","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L59","c62b2b163500133bc125c108cccfa01d988d188a0d16ae8a107b76abfb7ad9e0","489","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 资料口径:基于现有研究体系和当前公开认知建立市场分析框架;已补充读取 `data/report/embodied_intelligence/batch_summary.json` 与 `data/report/large_model/batch_summary.json` 及其指向的已处理 Markdown 研报。两个批次各 28 篇均为 `low_confidence`,因此只作为研报线索和待验证证据使用,具体市场规模、价格、客户、付费和部署数据仍需通过本地化公开资料、"
"FOHLSRC-FOHLBASE-018-0061-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","61","61","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L61","12fbcaf6b88f0ce252aa265369278cc04ab4ff0935a9966dc0c97544988d4175","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 1. 核心结论"
"FOHLSRC-FOHLBASE-018-0063-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","63","63","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L63","7e1f1f9cdb4afcc6e6a5b5d88943ab8dd8874e0b8188f783193714dcd0f6b4b0","463","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","机器人模型的市场空间不能简单按“大模型市场规模”或“机器人出货量乘以模型单价”测算。当前多数模型能力不是独立卖给客户,而是嵌入整机、云平台、RaaS、项目交付、SDK、运维和数据闭环中。因此,本专题的市场分析要围绕一个问题展开:客户是否为模型带来的任务成功率提升、人工替代、交付降本、停机减少、体验提升和安全合规付费。"
"FOHLSRC-FOHLBASE-018-0065-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","65","65","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L65","cea2a32e3ee282ab49bc481461b87c7877b4a62ad17302d7920635582c8174d4","833","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","短期最现实的收入来自六类:第一,视觉 / 感知模型和工业 AI 软件随项目、相机、3D 模组、控制器打包;第二,服务机器人和 AMR 的云平台、任务配置、运维订阅和按台收费;第三,大模型、语音和多模态能力以 API、授权、Token 计费或硬件打包方式进入机器人;第四,具身数据采集、标注、格式交付和微调服务;第五,仿真平台、世界模型、合成数据和端侧 AI 控制器;第六,工业 AI Agent 从一次性 CAPEX 项目走向按装置 / 按年 OPEX 订阅,并与现场机器人、巡检"
"FOHLSRC-FOHLBASE-018-0067-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","67","67","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L67","1cc27bf5a3265846f504b3a7dc06c0ac3daba40a09cc8deaa4ab54d571452e8c","489","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","市场判断不能只看“模型能力强不强”,还要看“谁控制商业入口”。有真实机器人、客户场景和数据闭环的本体厂 / 运营商,可能比单纯基础模型厂商更容易捕获机器人模型带来的增量利润。本轮研报还提示:政策牵引的实景实训、央企 / 地方场景开放、数据训练场和动作应用生态,可能先带来数据、仿真、控制器和试点部署需求,但不能直接等同于模型软件收入。"
"FOHLSRC-FOHLBASE-018-0069-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","69","69","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L69","93bb33eab526918200e48c132dcd002866439e138cee1ef704ea8ae7409a37e6","363","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-机器人模型与模型协同_市场分析-01-CORE):核心结论、赛道空间、产业位置和商业化判断均需降读为待审分析。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-018-0071-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","71","71","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L71","4342f1cde6f1772f435fcba270a1e7b1f8ee3b59f4f122b14fc75d50287f8850","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 2. 市场边界"
"FOHLSRC-FOHLBASE-018-0075-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","75","75","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L75","6fa60148144b93b7ab9cdbe1808f6a1454f7d040e0e6a26a2dc0e7791b3162b2","155","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人模型直接收入 | API、模型授权、按台订阅、SDK 企业版、模型微调服务 | 纯办公、内容生成、客服大模型收入 |"
"FOHLSRC-FOHLBASE-018-0076-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","76","76","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L76","3b77f3233d8e9331ca4e960a5eb5596b336761e20e7ee954d45668ef72e71df2","167","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人模型间接收入 | 整机 ASP 溢价、RaaS 收入、云服务费、运维费、项目软件费 | 不能证明由模型能力驱动的普通硬件收入 |"
"FOHLSRC-FOHLBASE-018-0081-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","81","81","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L81","92dc721c642492d79b7d2d5f361b1023ba63f03b21333c05dcae21d4044d4a2f","360","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-机器人模型与模型协同_市场分析-02-PRODUCT):产品边界、技术路线和环节拆分仅保留范围 / 产品层待审线索。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-018-0083-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","83","83","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L83","07943a6554dafa3b88a3bedf7bffb443a032b9130f58d0f52c17dcc3d067d425","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 3. 需求来源"
"FOHLSRC-FOHLBASE-018-0085-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","85","85","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L85","106571bb5a29169ea258c6597fafe5103bb87aadd7c5cdf1069cd55f3eb7c475","82","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 需求来源 | 客户为什么需要模型 | 可能付费对象 | 核心验证 |"
"FOHLSRC-FOHLBASE-018-0090-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","90","90","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L90","99258f796b1755ced34157f83d27b94fca3e4d57490f2da3b142ca927cc1f756","160","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人 | 任务泛化、全身控制、遥操作数据、VLA | 本体厂、AI 平台、数据 / 仿真平台 | 客户部署、成功率、接管率 |"
"FOHLSRC-FOHLBASE-018-0092-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","92","92","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L92","a2b0769461cd4fe2ee77838b89d6409c9d5820fe138ae48fe0e3d584cd13e26a","178","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 医疗 / 康养 / 特种 | 安全交互、远程操作、合规日志、精准任务 | 本体厂、平台商、医疗 / 特种集成商 | 认证、事故责任、客户付费 |"
"FOHLSRC-FOHLBASE-018-0095-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","95","95","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L95","dd8bc7a746b534cfd3f4ef4f0614819efffa1f220dfc73a8a66c61f683e1ca37","229","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 实景实训 / 政策场景 | 地方、央企和行业客户开放高价值场景验证机器人 | 本体厂、集成商、数据 / 仿真平台、控制器供应商 | 是否形成采购、台数、验收指标、持续付费 |"
"FOHLSRC-FOHLBASE-018-0096-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","96","96","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L96","24761b04d5d06a2be833a0cf060d5ded6de16a2a074be1e59c1fd19983635ae3","206","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 动作 / 任务应用生态 | 客户和开发者需要可复用动作、工艺包和任务插件 | 本体厂平台、SDK 平台、开发者生态 | 应用数量、下载、活跃开发者、付费转化 |"
"FOHLSRC-FOHLBASE-018-0097-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","97","97","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L97","eb39faa372ce907c19f828143932ea1e180a51613f2095218caf244b2dcef7a8","189","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 端侧推理和控制 | 机器人需要低延迟、多模态推理和实时控制 | 边缘 AI 控制器、芯片、嵌入式计算平台 | 本体客户、出货量、BOM 占比、毛利 |"
"FOHLSRC-FOHLBASE-018-0099-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","99","99","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L99","a3bb25a692e3a4b00d4fadfcede578292653cc1253be2442317ad66667c9960e","366","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-机器人模型与模型协同_市场分析-03-MARKET):市场规模、出货量、渗透率、ASP 和单机价值量均需标注测算或缺口。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-018-0101-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","101","101","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L101","eded1e0085bd16d565e5fd6bf27e06fdd22efd6bc1b617e2e6396e8818092091","21","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 4. 市场化阶段"
"FOHLSRC-FOHLBASE-018-0103-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","103","103","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L103","5051e124f9eadc77dcbab5911d6c85963374884b103d8f4022ffc36a9834caa2","58","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 阶段 | 典型表现 | 收入确定性 | 判断要点 |"
"FOHLSRC-FOHLBASE-018-0105-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","105","105","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L105","8b1cfb617becb9fa34127e14076ac6345ea7bb854a67e96471b406aae90f5f7b","113","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 概念 / 演示 | 发布视频、Demo、展会展示 | 很低 | 只能证明技术方向,不能证明收入 |"
"FOHLSRC-FOHLBASE-018-0106-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","106","106","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L106","5feba429043da797ac64971157e44b7b5cda4272b99130e0bd70785f86d4562f","100","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 内测 / 试点 | 与本体或客户联合测试 | 低 | 需确认客户、场景和是否付费 |"
"FOHLSRC-FOHLBASE-018-0107-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","107","107","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L107","365008a3476c45013b263ea91da18a07eda6d3bbecf7975c52dbf1f45cf9c781","163","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 数据训练场 | 建设采集基地、实训场、仿真环境和标准化流程 | 低到中 | 需确认数据是否被客户采购、是否进入模型训练 |"
"FOHLSRC-FOHLBASE-018-0108-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","108","108","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L108","ccc8be2b059713d00f71ddba6556e1691fed33fc3567e8065433eb12a145d7ae","109","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 小批量部署 | 少量机器人在客户现场运行 | 中 | 关注成功率、接管率、调试成本 |"
"FOHLSRC-FOHLBASE-018-0110-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","110","110","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L110","fd8b757596429f9e20807098ea6240387437c37727c996b59caaac15b82b9d71","106","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 批量交付 | 多客户、多台设备复制部署 | 中高 | 关注单台软件费、复购、毛利 |"
"FOHLSRC-FOHLBASE-018-0114-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","114","114","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L114","ab2bac2ad0cb92ff6ab4aac20c14b90447af5b49bbc0244178988aaabcf952f0","138","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","后续资料进入文档时,必须先判断处于哪一阶段。不能把演示视频、合作签约和批量收入写成同一层级。"
"FOHLSRC-FOHLBASE-018-0116-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","116","116","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L116","5ccbd66acda50c4cbfadb52c9826acb8cd854b1c1c1fd0a4bb7e1793317067d3","349","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-机器人模型与模型协同_市场分析-04-CHAIN):产业链价值量、利润池和话语权判断不能替代证据结论。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-018-0118-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","118","118","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L118","5bb348c3f1a8c8263a57b67b169685ae75acfc9431767d0538522237c155f065","36","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 5. 收费方式和价值量口径"
"FOHLSRC-FOHLBASE-018-0122-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","122","122","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L122","7a10db7ee33214b56441f73b70e6dcd57486cfd303d009f76dbb2b83287df3e4","155","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| API 调用 | 按 token、图片、音频、任务或调用次数 | 大模型、语音、多模态理解 | 单价、调用量、机器人客户、成本 |"
"FOHLSRC-FOHLBASE-018-0124-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","124","124","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L124","493ce739867e72cbcedda6b21c8b81dee0001f1e988cbac9302e6a5a74db80f3","224","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| Agent / AaaS 订阅 | 按席位、功能包、积分、企业版或私有化部署收费 | 任务规划、工具调用、企业工作流、机器人云平台 | 付费用户、企业客户、权限审计、任务完成率 |"
"FOHLSRC-FOHLBASE-018-0125-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","125","125","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L125","861750bbbf603ccbcd53077978a4dbf9f523aabc45e9e1d13767f8af84cd9440","145","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 模型授权 | 按年、按项目、按设备、按企业授权 | 视觉、语音、规划、工业软件 | 授权价、客户数、续费率 |"
"FOHLSRC-FOHLBASE-018-0127-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","127","127","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L127","df43114a6881e542b03e499b1957e028f24aca01b6331999748124b04d417550","131","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 硬件打包 | 随相机、模组、整机、控制器销售 | 视觉模型、SDK、端侧模型 | ASP 溢价、毛利率差异 |"
"FOHLSRC-FOHLBASE-018-0129-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","129","129","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L129","d6b7446aaa5a4e936cc56d318003e5b29d98bd61cc31be24cf324cba45af7550","192","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业 AI OPEX | 按装置、工厂、产线、年费或多年份合同收费 | 工业大模型、工艺优化、现场巡检 / 控制闭环 | 装置数、年费、合同期、ROI、续费 |"
"FOHLSRC-FOHLBASE-018-0130-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","130","130","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L130","b36a78eb83241813b67bf9f5d93ea6ede0c339d76cf0fe34c80ae7b72c8b0499","121","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 项目制 | 按客户场景定制和交付 | 工业 AI、工艺包、系统集成 | 项目金额、毛利、复用率 |"
"FOHLSRC-FOHLBASE-018-0131-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","131","131","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L131","7ed583344b65f0d497390b4d9cab1b45ab8bd3eef399004634558c70f8283515","152","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| SDK / 平台服务 | 开发者企业版、技术支持、仿真训练 | 开发平台、机器人 OS、AI 平台 | 开发者数、企业客户、ARPU |"
"FOHLSRC-FOHLBASE-018-0135-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","135","135","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L135","6a7136a84124ddf2eb641b97e1f4038897f6cc260ca0b85a8d02de173faf51af","162","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 边缘 AI 控制器 | 控制器、推理模组、软硬一体适配 | 人形、服务、工业和特种机器人 | 出货量、单价、BOM 占比、毛利率 |"
"FOHLSRC-FOHLBASE-018-0137-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","137","137","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L137","51ae02a5acf8ec93e5b0fa1709d554dfc6b4b6f38c17529426913e70872cdb49","360","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-机器人模型与模型协同_市场分析-05-COMPANY):公司映射、竞争格局和份额判断不代表正式公司池或覆盖完整。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-018-0139-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","139","139","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L139","b0467516dd05d9d7bdc7d4dcbde78b1b6147ad00ce19eeaa72717a4a1951c05c","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 6. 场景市场化对比"
"FOHLSRC-FOHLBASE-018-0145-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","145","145","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L145","39019f2ab51236267eb15a1076c59644bb73313202055a08a796ed08ad425af9","121","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| AMR / 仓储 | 中高 | 调度优化、异常处理、运维降本 | 中高 | 中 | 价格竞争和项目交付成本 |"
"FOHLSRC-FOHLBASE-018-0148-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","148","148","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L148","175a96c6f495f776b5b35decdeec98225b673a9679f9078dbc5bfc308e0a11cc","124","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人 | 待验证 | 通用任务能力和数据闭环 | 低 | 很高 | 成本、可靠性、客户付费不足 |"
"FOHLSRC-FOHLBASE-018-0149-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","149","149","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L149","2bde31f4af00978bca7a99341b14b2a44ee514a2c86345b105e7a34c10e36039","169","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 自动驾驶 / 智能汽车迁移 | 较强 | VLA、世界模型、仿真和数据闭环先行验证 | 中高 | 中高 | 不能把汽车收入直接外推到机器人 |"
"FOHLSRC-FOHLBASE-018-0150-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","150","150","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L150","3b3195910693415b54256f38a49333a7a23a24a36b7c99ded6528cb33b1c3d36","148","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 具身数据训练场 | 中 | 为模型训练、评测和场景验证提供数据 | 低到中 | 高 | 标准未统一,采购持续性待验证 |"
"FOHLSRC-FOHLBASE-018-0155-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","155","155","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L155","afe188a21f98dee3ff92fe46fc1ffae6770a69db20d2b48776465782f75996fd","365","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-机器人模型与模型协同_市场分析-06-SUPPLY):客户、主供、独供、产能、交付、良率和寿命需官方或客户侧补证。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-018-0157-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","157","157","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L157","2c82e4638174bd76eeb674c7bee99aeff5dff7b0d106f763999efe93c7daea07","33","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 7. 公司市场化对比字段"
"FOHLSRC-FOHLBASE-018-0161-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","161","161","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L161","e3f172df6fd845aaaa86f5af22e3509de03058637c8226a523c60d7c065be69a","139","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司类型 | 是基础模型厂商、本体厂、视觉厂商、语音厂商还是平台厂商 | 不同类型不能直接比较收入 |"
"FOHLSRC-FOHLBASE-018-0162-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","162","162","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L162","6f325cb214f2085c3af445fb1ee81a69f81906bd3c937124b59f50e7f6490429","151","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 模型对应收入 | 是否披露模型、软件、云服务或机器人相关收入 | 未披露就写未披露,不能用公司整体收入替代 |"
"FOHLSRC-FOHLBASE-018-0163-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","163","163","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L163","91aaf40dbeb480c005b4b9582b12f94e5830ce2395062864c52387c13e4a2d02","106","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 付费客户 | 是否有明确机器人客户或行业客户 | 区分合作、试点、付费、续费 |"
"FOHLSRC-FOHLBASE-018-0164-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","164","164","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L164","6a19d35508916e81700c0163eae3544c3fbbdfe9d50634a0e61e7c1c6573d995","94","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 部署台数 | 模型随多少台机器人部署 | 写明存量、出货、试点或规划 |"
"FOHLSRC-FOHLBASE-018-0170-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","170","170","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L170","0f59e097a93b4460c57b393509ce612bbf17c5450900b2d7f8181e855c1b9eb7","118","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 成本口径 | 算力、云服务、遥操作、标注、交付、售后 | 用于判断毛利和单位经济模型 |"
"FOHLSRC-FOHLBASE-018-0171-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","171","171","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L171","47ecea727d0634331ab57a9155d5d20843933fba85bfc9248d044bf44656e82c","82","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户留存 | 续费率、复购、使用频次 | 判断软件是否有粘性 |"
"FOHLSRC-FOHLBASE-018-0172-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","172","172","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L172","77f0fc3fa7352ca16f49c8aa87e7bd5c4ea041623d99a784db6bce5b943e1c16","122","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 增量归属 | 模型收入归 AI 平台、本体厂、运营商还是硬件供应商 | 判断利润流向和话语权 |"
"FOHLSRC-FOHLBASE-018-0175-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","175","175","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L175","0975d3c84b776331af3cc06fd79d8a3aeeb92d0efa3ec6d3769815cabcbd5696","115","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 开发者生态 | 开发者数量、应用数量、下载、企业版客户 | 判断平台化收入是否真实 |"
"FOHLSRC-FOHLBASE-018-0176-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","176","176","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L176","31ac87699a8ea8a38e3a0e1d39d723703d9af6b8c2403523c8cb9cf6060e12cd","109","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 端侧配置 | 芯片、控制器、推理延迟、功耗、BOM | 判断是否能大规模低成本部署 |"
"FOHLSRC-FOHLBASE-018-0178-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","178","178","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L178","3f2ffa6f0b733f464b16b861ae9dbf9544e3b38608b0d4729d8d20ee1935f57d","354","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-机器人模型与模型协同_市场分析-07-RISK):风险、限制和投资相关表述不得外推为正式结论或投资建议。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-018-0180-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","180","180","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L180","016aa60fb71b4bd7f1da0d740150b10ea52aa962e32bb0f4b8a4f2b4d2dc78f2","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 8. 增量来源"
"FOHLSRC-FOHLBASE-018-0184-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","184","184","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L184","be99dc2e2d446b2dcbc537f5d5ccc6aab62373f8f0bcc185be04af6093f6ca76","144","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 整机 ASP 提升 | 模型能力提升任务能力和客户接受度 | 本体厂、服务机器人厂商 | 同类产品价格差、毛利率 |"
"FOHLSRC-FOHLBASE-018-0186-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","186","186","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L186","0524bd0fd0fc9a1d0270dc00c7385eeecefaf944f1a1a518cca9a5f1c7e7fed5","229","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| Token / 模型服务 | 长任务、多工具、多 Agent 提升调用量,模型服务平台按量收费 | 大模型厂商、云厂商、Token 工厂、机器人云平台 | 单任务成本、SLA、毛利率、机器人客户 |"
"FOHLSRC-FOHLBASE-018-0187-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","187","187","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L187","770496659dedc3ae3522d71c6d21d234f6fb321125fd027dec39f146a3441e87","226","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| Agent / 工作流平台 | 把任务规划、工具调用、权限执行和结果验证封装为企业服务 | 大模型厂商、云厂商、机器人 OS / SDK 平台 | 企业客户、席位、任务完成率、权限审计 |"
"FOHLSRC-FOHLBASE-018-0188-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","188","188","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L188","ab0c5510ff2ec5fa6a433306c22aa42a65c2112d1bb2015616322890db0d6ac7","126","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| RaaS 收入 | 客户按任务、小时或产出付费 | 本体厂、运营商 | 利用率、任务成功率、接管成本 |"
"FOHLSRC-FOHLBASE-018-0189-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","189","189","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L189","c71b7a7c473cb6e44f143bfdf1b15b7d03d150923794a15c63decfdb84ed9981","145","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 项目软件和工艺包 | 工业客户为场景模型和配置付费 | 工业软件、视觉、集成商 | 项目金额、复用率、毛利 |"
"FOHLSRC-FOHLBASE-018-0191-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","191","191","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L191","c729218504dbc50eeeae9a5309eb6b15e7fceeceb9f0e9479a169f8e6e749638","163","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 数据资产 | 真实任务数据反哺模型,降低训练和交付成本 | 本体厂、运营商、数据平台 | 数据规模、失败样本、模型迭代 |"
"FOHLSRC-FOHLBASE-018-0192-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","192","192","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L192","54d2b0016bb74c3c9f331d0d505615eeec96231cf84d4d48e1bbbcfadca346ed","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 数据服务收入 | 具身数据采集、清洗、标注、格式交付、微调服务外部化 | 数据服务商、本体厂、训练场运营方 | 数据小时量、单价、机器人客户 |"
"FOHLSRC-FOHLBASE-018-0193-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","193","193","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L193","f9fc2e83796c4081d0f1c8b89cc413c3f1489a571f06fbaf3bba865f3a7ab8e1","190","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 仿真 / 世界模型收入 | 合成数据、闭环评测、仿真训练环境成为工具服务 | 仿真平台、工业软件、AI 平台 | 授权客户、训练降本、Sim2Real 指标 |"
"FOHLSRC-FOHLBASE-018-0194-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","194","194","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L194","38aba50121c2893b3384ae8152f9b204c1d1fbc8b7e8bcf215411bf58417ee4f","168","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 端侧控制器增量 | 模型推理和控制要求提升控制器价值量 | 边缘 AI 控制器、芯片、嵌入式计算平台 | 出货量、单价、BOM 占比 |"
"FOHLSRC-FOHLBASE-018-0195-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","195","195","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L195","c53d9576046f16944b44e2c0a9969c4082abfb7b58b87933f45ce3388eea1674","184","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 政策 / 实景实训 | 高价值场景开放和试点采购带来首批部署与数据需求 | 本体厂、集成商、数据 / 仿真平台 | 采购金额、台数、验收指标 |"
"FOHLSRC-FOHLBASE-018-0196-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","196","196","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L196","25faac787d353d40c80d6c587d8951c182412d31ccd8de4dff7aa33d6a6069e2","219","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业 AI 从 CAPEX 转 OPEX | 工业大模型 / 智能体按装置、产线和工厂年费收费 | 工业软件、自动化平台、本体厂、工业机器人供应商 | 年费、装置数、合同期、客户 ROI |"
"FOHLSRC-FOHLBASE-018-0197-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","197","197","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L197","6c8bbe0957c6cf96ad82e218e8904cba372274d550d11dae0484d12787949539","142","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 运维降本 | 远程接管率下降、售后减少、停机减少 | 本体厂、客户、运营商 | 接管率、停机率、售后成本 |"
"FOHLSRC-FOHLBASE-018-0199-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","199","199","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L199","e0ee1a47aab730ec3ec202f606f561d1bff373cf92ac426cc756152de47b043e","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 9. 成本与利润结构"
"FOHLSRC-FOHLBASE-018-0201-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","201","201","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L201","51fc6cdf1defb5053331092d6bb77fd520be529fb9db1afd0732c6f04f710d52","43","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 成本项 | 说明 | 对利润的影响 |"
"FOHLSRC-FOHLBASE-018-0204-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","204","204","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L204","f21f6f1a352b5513230503875f07bc46bcf70ca3d7da4da063dd6309488ea1c5","106","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 推理算力 / 云服务 | 端侧芯片、云推理、日志分析 | 持续成本,影响订阅毛利 |"
"FOHLSRC-FOHLBASE-018-0205-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","205","205","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L205","bf1e90a3c6dbc996e70a2e70937ed33cf8f69c53d346a0a57c177581db2378d6","131","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 输入 / 输出 Token | 输出 Token 和长链路推理通常成本更高 | 影响 Agent、交互、规划和仿真任务毛利 |"
"FOHLSRC-FOHLBASE-018-0207-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","207","207","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L207","e1229b8de1ea986750d7e378f93bad307fbe3d67750752428748473f61e2d358","144","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 服务可用性 | API 宕机、性能降级、容量不足、SLA 保障 | 机器人任务连续性要求高,稳定性会影响客户续费 |"
"FOHLSRC-FOHLBASE-018-0210-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","210","210","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L210","034141901b769ce1060e9283dac5bcd2bad5be4975f390a234e1ea3d1803de32","136","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 数据采集设备 | 遥操作设备、相机、力触觉传感、动作捕捉、外骨骼 | 影响数据服务毛利和扩张速度 |"
"FOHLSRC-FOHLBASE-018-0212-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","212","212","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L212","998b87270cba5d54966a2d0928c8770029c12f45c2418ffc9e0468649021fc3b","100","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 场景交付 | 客户现场调试、系统集成、接口适配 | 会拉低标准化软件毛利 |"
"FOHLSRC-FOHLBASE-018-0213-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","213","213","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L213","85bcfc484d0b8adfd0865e7f72b8171b8c3ebb214f9fcaf400a8bee24b8665ca","115","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 远程接管 / 客户成功 | 任务失败后的人工介入和运营支持 | 是 RaaS 单位经济模型核心 |"
"FOHLSRC-FOHLBASE-018-0217-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","217","217","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L217","d1ba8b160c6c02ded1155a393436a4b47a453cfb565cf8a3c8ded422dbea8a1c","46","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 利润改善路径 | 说明 | 需要验证 |"
"FOHLSRC-FOHLBASE-018-0219-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","219","219","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L219","978b98625a186674966556447afbe592352a77ab802f5bfe0bff101dfc37ae8a","106","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 模型复用率提升 | 同一模型 / 工具链跨客户复用 | 复用项目数、边际交付成本 |"
"FOHLSRC-FOHLBASE-018-0221-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","221","221","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L221","b3d82e74127ef4342cee221a13480e6512a811c1fd0423cfa2b845a1758d9ecb","76","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户续费提升 | 模型能力成为持续服务 | 续费率、留存 |"
"FOHLSRC-FOHLBASE-018-0222-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","222","222","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L222","24a429bc00c7bb682c71aa659cb201927fc5e2fdeb7c5cdb0548abc33e8f845e","86","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP 和毛利提升 | 智能能力支撑更高售价 | ASP、毛利率、竞品价 |"
"FOHLSRC-FOHLBASE-018-0224-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","224","224","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L224","3d71bb90ff743f43bef08838071036b13685b0cb957d16cfe5cbd264bf2bb45b","127","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 合成数据复用 | 同一仿真平台跨任务、跨客户生成数据 | 迁移效果、客户数量、单位训练成本 |"
"FOHLSRC-FOHLBASE-018-0226-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","226","226","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L226","fd009adbfa1e0e797931ea7fc6fb876aefe1f887b249b9142030be7cb2bd9b86","152","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 单任务 Token 效率提升 | 通过模型路由、缓存、端侧小模型降低每次任务成本 | 单任务成本、任务完成率、毛利率 |"
"FOHLSRC-FOHLBASE-018-0227-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","227","227","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L227","051ebdf28e81ad6b21369cf91c9d2bddc5efa6862d9c57b7d6b76612712c0934","105","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业 AI 订阅化 | 把一次性项目收入转为多年年费 | 合同期、续费率、客户 ROI |"
"FOHLSRC-FOHLBASE-018-0229-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","229","229","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L229","d15889d60a33ed8eb6dff983a36a6e159d92bc1889743c3d7f7a97ce544772fa","22","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 10. 核心硬字段"
"FOHLSRC-FOHLBASE-018-0233-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","233","233","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L233","fa2771410452be1d92498da26fd28e76271c4b82bccadbee3267683d60950a7f","97","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人模型 / 软件收入 | 多数未披露 | 年报、招股书、访谈、公司公告 |"
"FOHLSRC-FOHLBASE-018-0234-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","234","234","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L234","3e350ecb5408b35bfef8928adcffa9b3b296f5243e7df98d214d2a168c60b809","91","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 每台软件费 / 云服务费 | 待补 | 产品报价、合同、中标、客户案例 |"
"FOHLSRC-FOHLBASE-018-0237-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","237","237","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L237","817a761a2b677bc07ccb60862888fd720f1570db7822b44b9a103d4d439ef600","80","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 单任务 Token 消耗 | 待补 | 技术报告、产品日志、客户案例 |"
"FOHLSRC-FOHLBASE-018-0238-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","238","238","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L238","ef9d58607c205f6a98a5a20cbf91f466f6b0bda1b161618a5909d98e672f51bc","88","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 模型服务可用性 / SLA | 待补 | 服务状态页、企业合同、客户案例 |"
"FOHLSRC-FOHLBASE-018-0240-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","240","240","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L240","b594162f25e340ad99842d961eb4e5df3c11f4aac95dbf22ec7e5d5a488ff85a","89","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业 AI 年费 / 装置数 | 待补 | 年报、合同、客户案例、研报线索 |"
"FOHLSRC-FOHLBASE-018-0241-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","241","241","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L241","fb955858a8758a2efc7563bfc054aaaca35471d88370499bc87a563d1121e4db","70","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 模型部署台数 | 待补 | 客户案例、运营数据、年报 |"
"FOHLSRC-FOHLBASE-018-0242-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","242","242","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L242","82f3978a9aa23169224bcad15d484efbfa0e34f37ebe380df89e27a0e9ef0bc9","70","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 任务成功率 | 待补 | 白皮书、客户案例、技术报告 |"
"FOHLSRC-FOHLBASE-018-0244-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","244","244","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L244","b30dc5c3db5086ef94c406c1f2fe2b1d282412d5481916396025f036aeb001ab","80","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 续费率 / 留存 | 待补 | 年报、SaaS / 云平台口径、客户案例 |"
"FOHLSRC-FOHLBASE-018-0246-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","246","246","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L246","d0c2cf552dc1e6f8ff7386937f2b13d35585bdfcca2b63d887ce82ccf690fdd4","88","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 数据小时量拆分 | 待补 | 数据服务合同、技术报告、训练场披露 |"
"FOHLSRC-FOHLBASE-018-0248-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","248","248","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L248","f5562c9ed5b659d0da85b252f91665ccac3f9942792ece6da6814428a7ee88c4","91","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 单小时 / 单条数据成本 | 待补 | 报价、合同、研报线索、客户案例 |"
"FOHLSRC-FOHLBASE-018-0249-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","249","249","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L249","73db95cd7d2fe45edc900ddc9caa4df0402b0d885b2cccfc6db1d28416b834ec","97","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 仿真数据规模和迁移效果 | 待补 | 仿真平台案例、技术报告、客户验证 |"
"FOHLSRC-FOHLBASE-018-0250-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","250","250","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L250","7a47fc1f466cf0c66dbd6576b434998bfe20c76f9242417ff692f9341ed826ad","76","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 端侧算力和推理成本 | 待补 | 产品手册、BOM、芯片配置 |"
"FOHLSRC-FOHLBASE-018-0251-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","251","251","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L251","c25b2979bba6c99e03615acf695b87c539dda2cdb17ae0307f9798e798afd602","94","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 端侧控制器出货和单价 | 待补 | 年报、招股书、客户案例、产品手册 |"
"FOHLSRC-FOHLBASE-018-0253-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","253","253","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L253","8212cf24f22084f9ddaa632ead244b327dbb6753dff6465442a7cdcf6bfefab5","82","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 项目金额和毛利 | 部分可补 | 中标、年报、研报、客户公告 |"
"FOHLSRC-FOHLBASE-018-0255-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","255","255","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L255","7a8ed8cb6767d011ad9b94f6d9f489d19d33027f76c8d499444eeb8e5b50266c","25","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 11. 关键验证问题"
"FOHLSRC-FOHLBASE-018-0259-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","259","259","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L259","625f55f1e8e1ec9a38d90563486011b7d75048740a0452a61c2e59298e89af44","85","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户是否明确为模型能力付费 | 决定模型是否独立形成利润池 |"
"FOHLSRC-FOHLBASE-018-0260-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","260","260","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L260","8532cba7b2c56f4ffc0346da21fb6c6d0cd2f768b519b7a6142c60e9287ca85d","112","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| Token 调用量是否能转化为任务完成、收入或降本 | 防止把调用规模误当成商业价值 |"
"FOHLSRC-FOHLBASE-018-0262-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","262","262","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L262","922dc5f28ac4878da7378e36893449bfc8080a0eb30d04fcc68b49ceae1ec699","85","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 模型是否提升任务成功率和利用率 | 决定 RaaS 和服务收入质量 |"
"FOHLSRC-FOHLBASE-018-0264-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","264","264","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L264","273e35362fb65b1515eb6c4a08cb8291e551fe239d80066a024d96b8ac4fa3d4","84","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 模型是否带来整机 ASP 或毛利提升 | 决定本体厂能否捕获价值 |"
"FOHLSRC-FOHLBASE-018-0265-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","265","265","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L265","126b2903ae9a8ab9ca383bb08d4ae040a3c29f3d725d369fd055b22d514326a9","76","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 模型能力是否能跨客户复制 | 决定软件毛利和规模效应 |"
"FOHLSRC-FOHLBASE-018-0266-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","266","266","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L266","18535006ef8e52e61073fda5b13643d3702b92378f118c4e5b19c4a72f0d9c27","76","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 数据权属属于客户、本体厂还是平台 | 决定长期话语权 |"
"FOHLSRC-FOHLBASE-018-0268-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","268","268","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L268","45bc0c8e9f80cfd93484dd14aac55f85d96b1a22ff3103fdbfbf19d63a93698e","94","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 数据服务是否有清晰单价和机器人客户 | 决定数据公司是否真正受益 |"
"FOHLSRC-FOHLBASE-018-0269-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","269","269","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L269","511a00edd52d97a6496e45a4a8afc06fce884561f438be023cdfacc1e563d845","100","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 世界模型 / 仿真是否降低训练和现场调试成本 | 决定工具链收入能否兑现 |"
"FOHLSRC-FOHLBASE-018-0270-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","270","270","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L270","ee4080cee746d899adfc8bf603640697468d458c809fd4da435d83a3b2339e66","91","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 动作 / 应用平台是否有付费开发者和复购 | 决定生态收入是否成立 |"
"FOHLSRC-FOHLBASE-018-0272-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","272","272","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L272","968dc7e680f4be7f803f865b1f4128a607ec6d2a75a6365fc2aacdbff9ee3bc7","82","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 模型服务是否稳定可用 | 决定机器人任务连续性和客户信任 |"
"FOHLSRC-FOHLBASE-018-0274-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","274","274","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L274","c184b1e7e60f18be809e2790e17fa908435e9a3f2313eb31096391d46a636190","70","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 安全责任如何划分 | 决定企业客户和家庭场景落地 |"
"FOHLSRC-FOHLBASE-018-0276-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","276","276","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L276","7d8a8ce5f8fadb3933c1bcda2ccba4bb29f9d3b237939f83408ecb9bc4e8688c","13","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 12. 风险"
"FOHLSRC-FOHLBASE-018-0280-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","280","280","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L280","9a25d453a314b41f1eba8dfa2df14af88e1d57514f589deddebb37bde90832a7","85","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 技术叙事过热 | 展示视频多,付费部署少 | 不把 Demo 写成收入 |"
"FOHLSRC-FOHLBASE-018-0281-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","281","281","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L281","6c230a9e6012451ab080aea2ce9af7073415349b5dcf72305dcea0768b25100d","158","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 收入口径混淆 | 公司整体 AI 收入、硬件收入被当作机器人模型收入 | 必须拆公司整体、业务线、具体产品、客户场景 |"
"FOHLSRC-FOHLBASE-018-0282-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","282","282","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L282","627e65891db884f765db67928d2337e269e7992f6a6378010ad6104890e48ea2","97","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 成本被低估 | 云推理、遥操作、标注、交付成本高 | 要看单位经济模型 |"
"FOHLSRC-FOHLBASE-018-0283-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","283","283","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L283","8f61842814088d746b03afcb47795bc8ed784057b4cfdf62cd07cc933d4c784e","100","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户付费意愿不足 | 客户买硬件,不愿单独买模型 | 看订阅、复购、合同 |"
"FOHLSRC-FOHLBASE-018-0285-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","285","285","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L285","9802e60816b5c29d18b79d9a744880fb4578078d73c9e783ea259a480ef34df0","100","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 数据闭环不可复用 | 客户数据不能跨场景使用 | 看数据权属和模型复用率 |"
"FOHLSRC-FOHLBASE-018-0286-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","286","286","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L286","6a290818c6b768dbe5063ff303197d7f1edff707af7cf36ad581a15f5cf280b1","100","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 整机厂自研替代 | 外部模型供应商被本体厂内化 | 看客户锁定和生态地位 |"
"FOHLSRC-FOHLBASE-018-0288-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","288","288","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L288","fd27d182d5eb14bcbb3207375d28cbec011cf2963a06cc014ba829ee9cd8fae0","113","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 仿真到现实迁移不足 | 仿真效果好,真实任务失败 | 看真实客户验证和 Sim2Real 指标 |"
"FOHLSRC-FOHLBASE-018-0289-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","289","289","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L289","ea006e5dffef9716f62b1318717ebe205a8db390b704dce899f2aa71dfdd3df9","103","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 政策试点不可持续 | 试点热闹但采购和续费不足 | 看验收、合同、二次采购 |"
"FOHLSRC-FOHLBASE-018-0292-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","292","292","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L292","5439a371a5139eea481ead5097cc676ff7e61a1496e8131019079ecaa2e644fc","19","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 13. 市场结论"
"FOHLSRC-FOHLBASE-018-0294-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","294","294","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L294","5b5645b7465458a21e445580129bf5afbc4132b3e4b5c5b2a5a3118626463fb8","465","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","第一轮市场判断是:机器人模型当前不是一个边界清晰、价格统一的单独市场,而是一组嵌入机器人硬件、云平台、项目交付、数据服务、仿真工具、控制器和运营服务中的能力。短期要优先找已经有客户付费和部署证据的场景,例如工业视觉 AI、服务机器人云平台、AMR 调度运维、语音交互授权、SDK 支持、具身数据服务、仿真平台和边缘 AI 控制器。"
"FOHLSRC-FOHLBASE-018-0296-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","296","296","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L296","bdc0ffbb55ac3a6bbf013a19266fc3a8ec54610363c7bebd600f22977ed27fbd","539","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","中期重点看 Grounding、任务规划和端云混合模型能否把“自然语言指令”变成“真实任务完成”,以及本体厂是否通过模型降低接管率和交付成本。数据训练场、动作 / 任务应用平台和世界模型工具链如果能绑定真实装机量,也可能形成新的软件和平台收入。长期看 VLA、世界模型和通用动作策略可能改变机器人能力边界,但没有部署台数、任务成功率、接管率和收费口径前,不宜直接给高确定性市场空间。"
"FOHLSRC-FOHLBASE-018-0298-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","298","298","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L298","26025d7d0a68fa45deec66454c306ef7769bc9fb7e3430e01f623ccd9bdf6243","381","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","下一轮补证优先级:先补服务机器人 / AMR 的按台软件费和部署数据,再补本体厂的人形 / 具身模型任务成功率和接管率,随后补 AI 平台的机器人 API / 授权收费、端侧部署和客户案例;并同步补数据采集 / 数据服务、仿真平台、动作应用平台、端侧控制器的客户、价格、出货和收入字段。"
"FOHLSRC-FOHLBASE-018-0300-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","300","300","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L300","bab6f5fa0519517bfd41f630edb47d610b126e21f57984cf6f9a9005cfaa4382","25","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 14. 待补资料清单"
"FOHLSRC-FOHLBASE-018-0305-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","305","305","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L305","49dcbffdddbec4d61b4cec3a9162c14a89aede9e33d4732f559981b8c1f378af","124","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 大模型 / AI 平台机器人产品页 | API、模型、SDK、合作客户 | 优先记录官方页面和开发者文档 |"
"FOHLSRC-FOHLBASE-018-0306-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","306","306","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L306","6f7f93d0dc274443870a98180c027e8e8e6f07582fc084f1acf0c4aa07a1521a","132","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 服务机器人和 AMR 年报 / 招股书 | 部署台数、云服务费、软件收入 | 优先补能形成收入口径的资料 |"
"FOHLSRC-FOHLBASE-018-0307-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","307","307","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L307","e64edb5e715f2525b9f33ce773020c38f9f1856e6cf2e9437e5e6710fbeae233","110","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业视觉和软件公司年报 | 项目金额、软件收入、毛利 | 与视觉 AI 软件专题联动 |"
"FOHLSRC-FOHLBASE-018-0308-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","308","308","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L308","f0b9621648fde4135bfcdce5d42c68796c3b37067ba2659b4675ba657b1d642e","115","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户案例和中标公告 | 是否付费、项目规模、任务场景 | 用于区分合作、试点和批量 |"
"FOHLSRC-FOHLBASE-018-0309-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","309","309","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L309","81d97d49bc4bec25b1929193889d9614bd0fe7ad494649096eeead1bd85a2b0b","121","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 技术报告 / 白皮书 / 论文 | 成功率、接管率、泛化任务数 | 只作为技术线索,收入需另证 |"
"FOHLSRC-FOHLBASE-018-0312-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","312","312","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L312","2f6bd49c10bf056d9abd3fc3ecebc9df1ac2593c74307c8eb5c1a6c23ec10cf6","148","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 具身数据公司资料 | 数据小时量、单价、客户、数据格式 | 重点补海天瑞声、鹿明、觅蜂、光轮、简智等线索 |"
"FOHLSRC-FOHLBASE-018-0313-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","313","313","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L313","47a7ea0fdac12f100e9d434b6301b5a55e9d936e5c6b5addbcfad69604d5f72a","163","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 仿真 / 世界模型平台资料 | 授权价、客户、Sim2Real、训练降本 | 重点补 NVIDIA、智元 Genie Sim、51Sim、索辰开物、群核科技等 |"
"FOHLSRC-FOHLBASE-018-0314-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","314","314","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L314","39c0e5fcceae6bd9e41c6e9c33219ba5ace54c40c6a185ad3a30db0c14e871df","156","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 端侧控制器公司资料 | 控制器单价、出货、本体客户、毛利 | 重点补智微智能、智明达、NVIDIA Jetson / Thor、昇腾生态 |"
"FOHLSRC-FOHLBASE-018-0315-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","315","315","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L315","052e956dc6e18c0b6d22fb005889615cff3d78622f82af3e65c4a619a678ac69","203","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业 AI Agent 公司资料 | 工业 AI 收入、年费、装置数、客户 ROI、机器人联动 | 重点补中控技术、鼎捷数智 / 能誉科技、华为云 CloudRobo、工业互联网平台 |"
"FOHLSRC-FOHLBASE-018-0316-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","316","316","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L316","9042b5249f8462d9fa45087df94937519d884b69d65b9226df5153884f28d058","151","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 政策与实景实训文件 | 场景、台数、采购、验收口径 | 重点补工信部 / 国资委专项行动、地方训练场和央企场景 |"
"FOHLSRC-FOHLBASE-018-0318-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","318","318","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L318","59605ce36b78d0e9eee7d79d6157c502043956fa05ea133face6b84b07703118","37","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 15. 本轮资料口径和置信度"
"FOHLSRC-FOHLBASE-018-0323-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","323","323","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L323","1f6c15ba9b622bb43a934b5ae6e16f3975cf22004d90924534c468b93b53301d","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 对应已处理 Markdown 研报 | 补充 VLA、世界模型、具身数据、仿真平台、政策场景和玩家线索 | 低;批次 28 篇均为 `low_confidence`,2 篇为扫描 PDF 回退 |"
"FOHLSRC-FOHLBASE-018-0324-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","324","324","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L324","088b24242eeda9b675aa54e2e16ee5b9979b3da868c63fd402c27aebd80418c6","208","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| `data/report/large_model/batch_summary.json` 及对应 Markdown | 补充 Agent、Token / 模型服务、工业 AI Agent、具身数采和物理 AI 平台线索 | 低;批次 28 篇均为 `low_confidence` |"
"FOHLSRC-FOHLBASE-018-0325-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","325","325","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L325","a4a436b2fe2e6c5c6f53d8af43c53f322ecaa4d71be57199ecf1ef63415fa570","157","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 研报中的公司数据和预测 | 仅作为后续补证方向,不直接作为确定结论 | 低,需年报、公告、官网和合同 / 中标复核 |"
"FOHLSRC-FOHLBASE-018-0326-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","326","326","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L326","2a4d412e7c481ecfe9c0c8f3a9142d7e5ddc144ce7412138f4ae8abf946edf14","109","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 后续本地化公开资料 | 用于修正市场规模、价格、客户、部署和收入字段 | 待补 |"
"FOHLSRC-FOHLBASE-019-0004-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","4","4","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L4","921b94ff7ba01c586b8e700aa531b6a0e4f067670bacf580729b9351f42f9d99","35","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> case_id: ANA-ROBOT-INDUSTRY-001"
"FOHLSRC-FOHLBASE-019-0005-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-019-0005-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-019-0006-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","6","6","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L6","51ddefb06b154109ad40b8a957ea1dc8d5f6ce2e5ab03823e2d66f370c5111b7","43","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> batch_id: BATCH-ANA-ROBOT-MIGRATION-001"
"FOHLSRC-FOHLBASE-019-0007-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-019-0007-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-019-0010-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","10","10","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L10","6b70fdf4319b34a38405a95b6e109c6b55a71a355b6c2d255ed66038aa349b03","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> frozen_date: 2026-07-03"
"FOHLSRC-FOHLBASE-019-0012-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","12","12","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L12","229e5b6f2d71cd5b4705f7f20be8540ea151a520c9cbe1234c970c6502cc9304","24","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0. 冻结复核结论"
"FOHLSRC-FOHLBASE-019-0015-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","15","15","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L15","cd79cd837d92015495dff874aaa02b5e4a015d3140260011f8331796c19e169b","173","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 当前冻结含义是“稳定文件名、稳定入口、稳定来源映射和正式返修基线”,不是审核通过、不是对外交付版,也不是投资建议。"
"FOHLSRC-FOHLBASE-019-0016-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L16","0aa52cb542375b1ce733a79e7ea3b57f8e038aa1b85ab2b210ae71f4551b4274","335","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 证据状态统一按 SUBINDUSTRY14_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-019-0016-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L16","0aa52cb542375b1ce733a79e7ea3b57f8e038aa1b85ab2b210ae71f4551b4274","335","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 证据状态统一按 SUBINDUSTRY14_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-019-0017-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","17","17","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L17","91a4ef370f9100b0b6bd534d7e3cfbb1c86d35994cf860bab33246e2b3e514c7","129","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 复核备注:已按 P0 细分环节首批迁入;正式结论前需补证据等级、硬字段来源和人读质量复核。"
"FOHLSRC-FOHLBASE-019-0019-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L19","2101f9421c0c28216ff7b7164ba69bb78cfa598f1062e3c0e961f6ae10ca9c33","57","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-019-0019-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L19","2101f9421c0c28216ff7b7164ba69bb78cfa598f1062e3c0e961f6ae10ca9c33","57","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-019-0021-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L21","012395b7dbe1497463706c71f3b3d2fa26c054fae7c3ae2d969aae153f1bbcf0","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 本节为 14 个子行业页输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、覆盖完整、对外交付或完成状态。"
"FOHLSRC-FOHLBASE-019-0021-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L21","012395b7dbe1497463706c71f3b3d2fa26c054fae7c3ae2d969aae153f1bbcf0","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 本节为 14 个子行业页输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、覆盖完整、对外交付或完成状态。"
"FOHLSRC-FOHLBASE-019-0023-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","23","23","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L23","9c00e401c231910ed3a087d948f675b1f60be8894af072a760894672ce3131bc","221","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 强字段统一降读:市场规模 / 出货量、ASP / 单机价值量、客户供应链、主供 / 独供、产能 / 产销、毛利 / 份额 / 利润池等,只能保留为待核验事实、研报测算或缺口。"
"FOHLSRC-FOHLBASE-019-0027-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","27","27","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L27","4e56cbb145541fac37589f6c8fca82b2dee1170ab478f7c3ebf99111766af9cc","247","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 细分环节定义 / 产品边界 | 范围 / 产品层待审线索 | 保留为既有研究承接线索,正式输出前需按研报体系确认定义、边界和排除项。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-019-0028-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","28","28","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L28","8db27a01e102c745588307d23f7c862575f72ee85bef4734d5d991f516bc27f9","232","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产业链位置 / 上中下游路径 | 范围 / 产品层待审线索 | 仅作为待审结构化归类,不等同完整产业链覆盖或正式图谱结论。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-019-0029-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","29","29","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L29","6281375fecc81a256a54d732fe1d8e4b247e7c67d5512fe288176dfaca9b94a3","235","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 技术路线 / 产品形态 | 范围 / 产品层待审线索 | 保留技术路线和产品形态描述,但参数、路线胜率和商业化阶段不得外推。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-019-0030-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","30","30","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L30","8bf26ea3cba76c2aacd0a839d55f06522c229cda4248f679685ce19f5b5810fd","223","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 相关公司 / 供给格局 | 范围 / 产品层待审线索 | 公司映射仅为迁移草稿口径,不代表正式公司池或覆盖完整判断。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
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"FOHLSRC-FOHLBASE-019-0032-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","32","32","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L32","64f80a1464adf1fb6e6e05725120d95de85fdc34837d1d326af9ad984f74fac2","255","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP / 单机价值量 / BOM 价值 | 待核验 / 测算 / 缺口保留 | ASP、单机价值量、BOM 占比和价格带必须标注测算来源或缺口,未补证前不得升级。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-019-0033-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L33","71413faf60199ea9ae2e99d2c792fabfd0291bfddc576ed8d815578c9b4f09ed","247","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 客户 / 主供 / 独供 / 供应链阵营 | 待核验 / 测算 / 缺口保留 | 客户、主供、独供、阵营归属和供应关系需公司侧或客户侧官方证据。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-019-0033-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L33","71413faf60199ea9ae2e99d2c792fabfd0291bfddc576ed8d815578c9b4f09ed","247","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户 / 主供 / 独供 / 供应链阵营 | 待核验 / 测算 / 缺口保留 | 客户、主供、独供、阵营归属和供应关系需公司侧或客户侧官方证据。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-019-0034-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L34","028d80d746d7ccf22c47ee5e92a742ded1e94aba35ed811f07eb2ce140647539","259","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产能 / 产销 / 交付 / 良率 | 待核验 / 测算 / 缺口保留 | 产能、产销、交付、良率、寿命和可靠性均保留待核验,不得由研报迁移稿直接确认。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-019-0034-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L34","028d80d746d7ccf22c47ee5e92a742ded1e94aba35ed811f07eb2ce140647539","259","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产能 / 产销 / 交付 / 良率 | 待核验 / 测算 / 缺口保留 | 产能、产销、交付、良率、寿命和可靠性均保留待核验,不得由研报迁移稿直接确认。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-019-0035-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L35","5d64da9a832693f9c64eba84a8f4b8ff8e11a200dc0f04617af088b1395e1ed6","262","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 毛利 / 份额 / 利润池 / 话语权 | 待核验 / 测算 / 缺口保留 | 毛利、份额、利润池和话语权判断只能作为待审分析,不构成正式结论或投资建议。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-019-0035-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L35","5d64da9a832693f9c64eba84a8f4b8ff8e11a200dc0f04617af088b1395e1ed6","262","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 毛利 / 份额 / 利润池 / 话语权 | 待核验 / 测算 / 缺口保留 | 毛利、份额、利润池和话语权判断只能作为待审分析,不构成正式结论或投资建议。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-019-0037-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","37","37","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L37","ae01a7faaf01b0ea525d4b9e250d3544ea8ffedc2d49f34927c0f66827a6cd27","129","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/subindustry14_field_downgrade_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-019-0039-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L39","ca11e704d49f4a2dd3073d92d19772b04fa8a551195f94b650f457dd1c6e7a2a","63","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-019-0039-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L39","ca11e704d49f4a2dd3073d92d19772b04fa8a551195f94b650f457dd1c6e7a2a","63","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-019-0043-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","43","43","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L43","90e462ecb148c59615fe2265334e1a379d1b892e751c1ee787014862875c9be0","197","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 核心结论 / 环节定位 | 将赛道结论、价值判断和商业化阶段降读为待审分析,不写成审核通过结论。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-019-0044-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","44","44","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L44","c30461c0700dc301eb90303898ca61e4492d5c7c51bc96a9e63b0c194b6db475","200","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产品边界 / 技术路线 | 产品和路线描述保留为待审结构,明确不能替代参数、可靠性或路线胜率证据。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-019-0045-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","45","45","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L45","692b78c0f1644130a50fd895f9aa614fb10e9e4b8b37fed5f01054da8aa3c417","196","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 市场规模 / 出货 / 渗透 / ASP 测算 | 市场空间、出货、渗透、ASP 和单机价值量均需标注测算或缺口。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-019-0045-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","45","45","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L45","692b78c0f1644130a50fd895f9aa614fb10e9e4b8b37fed5f01054da8aa3c417","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 市场规模 / 出货 / 渗透 / ASP 测算 | 市场空间、出货、渗透、ASP 和单机价值量均需标注测算或缺口。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-019-0046-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L46","4fae98732121536c72cb59d86ecad15783b3188975d333e7905574d6e5219536","209","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产业链拆解 / 价值量 / 利润池 | 价值量、利润池和毛利判断降读为研报测算或分析判断,不能写成确定事实。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-019-0046-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L46","4fae98732121536c72cb59d86ecad15783b3188975d333e7905574d6e5219536","209","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产业链拆解 / 价值量 / 利润池 | 价值量、利润池和毛利判断降读为研报测算或分析判断,不能写成确定事实。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-019-0047-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","47","47","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L47","ff8af3b63897d9e23cb1e24af2e7532c9ffb4d15e4aa83c5c640eedd4cf66b4e","179","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 公司格局 / 竞争份额 | 公司映射、竞争份额和卡位判断不代表正式公司池或覆盖完整。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-019-0048-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L48","6a1be6d5cedd135abc33fa473bf1788d3ac39533700992e20fb3710ac3b03552","197","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 客户供应链 / 产能交付 | 客户、主供、独供、产能、交付和良率保持待核验,需官方或客户侧补证。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-019-0048-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L48","6a1be6d5cedd135abc33fa473bf1788d3ac39533700992e20fb3710ac3b03552","197","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户供应链 / 产能交付 | 客户、主供、独供、产能、交付和良率保持待核验,需官方或客户侧补证。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-019-0049-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L49","65adc2cb7d697fa50f2d7df218078564fc9e042204bf9fddd519332d0f157325","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-019-0049-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L49","65adc2cb7d697fa50f2d7df218078564fc9e042204bf9fddd519332d0f157325","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-019-0051-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","51","51","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L51","fb061b6bcae56bc314070d18f434ab263b9397bfed2b1d2cf0ed9bae27ac6ad3","128","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/subindustry14_body_downgrade_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-019-0055-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","55","55","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L55","8b4ab01c5427cd0c33848adaeabe3d30623146206ce199aed3d3434218f584b3","23","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 日期:2026-06-18"
"FOHLSRC-FOHLBASE-019-0059-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","59","59","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L59","e8161c3a4ef36301ff0090e4cf6f94538dfb3a9f51294e065215a2c0c3eb9a6a","532","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 资料口径:基于现有机器人软件与智能系统专题、视觉 AI 软件专题、交互大模型专题和当前公开认知形成框架;已补充读取 `data/report/embodied_intelligence/batch_summary.json` 与 `data/report/large_model/batch_summary.json` 及其指向的已处理 Markdown 研报。两个批次各 28 篇均为 `low_confidence`,因此只作为研报线索和待验证证据使用,具体公司进展、收费"
"FOHLSRC-FOHLBASE-019-0061-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","61","61","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L61","12fbcaf6b88f0ce252aa265369278cc04ab4ff0935a9966dc0c97544988d4175","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 1. 核心结论"
"FOHLSRC-FOHLBASE-019-0065-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","65","65","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L65","e455a8e458baee9412ec930eb28b5eb3a0927aee8644db602ceefb13eefe289a","370","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","现阶段更现实的产业路线不是“一个大模型独立控制全部机器人”,而是“高层模型 + 专用模型 + 控制系统 + 安全系统”的协同。长期方向会向统一的机器人基础模型、VLA 和通用动作策略收敛,但在商业部署中,实时控制、安全责任、成本、端侧算力和客户验收仍要求分层架构。"
"FOHLSRC-FOHLBASE-019-0067-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","67","67","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L67","d9ece0ef306f3c5ce5b229692f969b71071def1355b7b62847a7115384fbd3b4","903","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","这个环节的核心壁垒不只在模型参数和论文指标,而在三件事:第一,模型到底输出什么;第二,数据从哪里来;第三,商业化怎么兑现。具身智能研报强化了一个判断:VLM、VLA 和世界模型不是简单替代关系,而更像“理解与规划、动作生成、物理预测 / 合成数据”的分工协作;大模型研报进一步补充了 Agent、Token 和工业 AI 视角:Agent 让大模型从问答走向任务拆解、工具调用和工作流执行;Token / Token 工厂让推理成本、服务稳定性和单位任务成本成为硬指标;工业 AI"
"FOHLSRC-FOHLBASE-019-0069-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","69","69","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L69","2604de3cb3b2039ce97a208ab68cb7a2a23d143cb4e1134514600c6bf39ffe9e","363","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-机器人模型与模型协同_详细介绍-01-CORE):核心结论、赛道空间、产业位置和商业化判断均需降读为待审分析。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-019-0071-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","71","71","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L71","74cf185281c1980fae81729146dd4f2111f58c089dfad9328150d8de8fdf27bf","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 2. 产品边界"
"FOHLSRC-FOHLBASE-019-0075-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","75","75","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L75","5f5953de9a871551fd68beb8105dd526f0dbb43f787e16534e19560df21afadf","156","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 感知模型 | 2D / 3D 识别、检测、分割、深度估计、位姿估计、抓取点识别、语义地图 | 单纯相机、雷达、传感器硬件 |"
"FOHLSRC-FOHLBASE-019-0080-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","80","80","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L80","e0e70d41748fcd16295cf2d234458e831df7bf8a28e6030b8387db4226910ad0","163","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 世界模型 / 仿真模型 | 环境预测、物理交互预测、任务结果预测、Sim2Real 训练 | 与机器人任务无关的通用游戏或影视仿真 |"
"FOHLSRC-FOHLBASE-019-0083-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","83","83","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L83","2c309abb13c062f9b1254c970f795960645927c88ed587512c9bbe5b2b65f535","360","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-机器人模型与模型协同_详细介绍-02-PRODUCT):产品边界、技术路线和环节拆分仅保留范围 / 产品层待审线索。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-019-0085-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","85","85","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L85","ee64fe43de0f3394995f2e542904a2e8ee80c27c5e1c1410c64a4a2bfe3ade02","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 3. 调研主线"
"FOHLSRC-FOHLBASE-019-0087-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","87","87","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L87","ce657dc4b18b00eb09c9403337a9f8e7894a0e62079822ea85ccc246e3da8156","32","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 3.1 模型到底输出什么"
"FOHLSRC-FOHLBASE-019-0102-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","102","102","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L102","3b3f0598b38fd01f6edfc5b8f25ef3a44d5f886b28965b5e3aaa838a94e58bce","26","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 3.2 数据从哪里来"
"FOHLSRC-FOHLBASE-019-0109-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","109","109","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L109","65924dff7d84c1b7ef3aba088cf7c0569f1248f379de2d5fb32221c5c618755c","173","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 仿真 / 合成数据 | 降低真实试错成本,补长尾场景和失败样本 | 需要验证 Sim2Real 迁移效果,仿真平台和世界模型厂商话语权提升 |"
"FOHLSRC-FOHLBASE-019-0111-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","111","111","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L111","d38b807bc601ba74596b4e9cb2b0ccd4fd889a80ecffcf8bdb71939ee75e548c","154","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 遥操作 / 真机数据 | 直接记录人类完成任务的动作、状态和结果 | 掌握遥操作系统、真实机器人和客户场景者更强 |"
"FOHLSRC-FOHLBASE-019-0113-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","113","113","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L113","16b71d0d50aadcfe144ddbabfcfc58587e7add82ff96659b83a86aa0cb8e1b11","142","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 失败任务数据 | 对模型迭代、安全策略和长尾覆盖最有价值 | 需要客户允许采集,数据权属和隐私是关键 |"
"FOHLSRC-FOHLBASE-019-0115-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","115","115","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L115","b339abc7f02f9b4a3c19c3b95f76ba1ac843ba298f7ee66fc9c4da0048779e70","103","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户工艺数据 | 工业任务、质检、装配、物流流程 | 复用难,但客户粘性强 |"
"FOHLSRC-FOHLBASE-019-0121-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","121","121","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L121","4c642c465aebd4c34e2e906b6eb4ec5b761b20b0c91799fdd4c8191863e1981d","375","0","https://robotics-transformer-x.github.io/","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","SOURCE_SUPPORTED_WITH_SAME_SCOPE","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| [Open X-Embodiment / RT-X](https://robotics-transformer-x.github.io/) | 100 万+真实机器人轨迹、22 类机器人本体、60 个数据集、34 个机器人实验室;RT-X 探索跨机器人策略 | “数据标准化 + 跨本体泛化”本身就是上游基础设施,后续看公司要追是否有自有跨本体数据、是否能兼容 RLDS / LeRobot 等格式 |"
"FOHLSRC-FOHLBASE-019-0122-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","122","122","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L122","205fd7d552bb7c1e08a5e1d91c6a8c78c81fc4048f68eb8ce06d263f03ad94fa","369","0","https://droid-dataset.github.io/","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","SOURCE_SUPPORTED_WITH_SAME_SCOPE","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| [DROID](https://droid-dataset.github.io/) | 7.6 万条示范轨迹、350 小时交互数据、564 个场景、86 个任务、50 名采集者,且包含相机、动作、语言指令等字段 | 场景广度和真实环境多样性比单纯轨迹数更关键;若公司披露“数据小时量”,还要追场景、任务、成功 / 失败样本和有效数据率 |"
"FOHLSRC-FOHLBASE-019-0123-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","123","123","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L123","12417c8f8a63cc3dd24091ec235b0af1e16add1a80e34901ac06f068a7ac4d24","296","0","https://rail-berkeley.github.io/bridgedata/","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","SOURCE_SUPPORTED_WITH_SAME_SCOPE","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| [BridgeData V2](https://rail-berkeley.github.io/bridgedata/) | 60,096 条轨迹、24 个环境、13 类技能,支持目标图像或自然语言条件 | 适合观察语言条件、目标图像条件和跨环境泛化;但家庭 / 桌面操作数据与工业、商业场景的迁移要谨慎 |"
"FOHLSRC-FOHLBASE-019-0124-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","124","124","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L124","e8d666325992aac861ccf45a3c1ddcf380a33ad11d768efbad14dbeee901d23f","338","0","https://bair.berkeley.edu/blog/2019/11/26/robo-net/","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","SOURCE_SUPPORTED_WITH_SAME_SCOPE","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| [RoboNet](https://bair.berkeley.edu/blog/2019/11/26/robo-net/) | 1500 万视频帧,多机器人、多机构数据,并包含图像、机械臂位姿、力传感器读数和夹爪状态 | 多机器人、多传感器字段是高价值数据方向;力觉 / 状态字段比单纯视频更接近动作策略和世界模型训练需求 |"
"FOHLSRC-FOHLBASE-019-0128-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","128","128","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L128","43dbeefe9f2183e9aa403d94836c74cf9b99319383b38546a852e8423f040286","29","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 3.3 商业化怎么兑现"
"FOHLSRC-FOHLBASE-019-0130-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","130","130","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L130","20ccbc0fefaf57b3b18f239cfba5681115c83d71fce4bec642da8988d35aae2d","109","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","模型不一定独立收费,更多时候藏在整机、云平台、RaaS、SDK、项目交付和运维里。"
"FOHLSRC-FOHLBASE-019-0134-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","134","134","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L134","c0d00ae07a515c7544b7846b5629811d16e9ca97bef16bf7b53585b136925c35","121","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| API / 模型授权 | 基础模型厂商、语音 / 视觉模型厂商 | 机器人客户、调用量、单价、毛利 |"
"FOHLSRC-FOHLBASE-019-0135-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","135","135","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L135","bca4919e89ddf2bd51e7f16e2c42c9c089a0a92a6f9f0735e57a45e37a64696e","102","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 整机 ASP 溢价 | 本体厂、服务机器人厂商 | 同类硬件是否因模型能力卖更贵 |"
"FOHLSRC-FOHLBASE-019-0137-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","137","137","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L137","f6db0c581f5ea25e07393d30a40f2c4442afe437a6e882152a47441b65d93049","94","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 云服务 / 运维费 | 平台厂商、本体厂 | 按台收费、客户留存、云成本 |"
"FOHLSRC-FOHLBASE-019-0139-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","139","139","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L139","8ec22c1f9ecfb8323de8b43ddb7b7a7be99a32b1fb9431cc524767f0050c29e7","109","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 项目交付 / 工艺包 | 工业软件、视觉、系统集成商 | 项目金额、复用率、毛利率 |"
"FOHLSRC-FOHLBASE-019-0140-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","140","140","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L140","e53e1c3f6ef39ffca8f8bde31f2cc0a52a27d37a745744ec06fdaa9f549e41a2","112","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 成本下降 | 本体厂、客户、运营商 | 任务成功率提升、调试周期缩短、接管率下降 |"
"FOHLSRC-FOHLBASE-019-0142-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","142","142","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L142","53fc4e73f6092c0a9320b8ec2f5afb1edbddf743fca257d974a5c99166dea34a","38","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 3.4 单模型还是多模型协同"
"FOHLSRC-FOHLBASE-019-0144-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","144","144","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L144","5c8e465e9f870a6c5cd386267bbdea09a18d60167b6640952a3346643a59802e","327","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","公开资料显示,机器人落地不一定由一个“大一统模型”完成,更常见的是分层协同:高层模型负责理解、推理、任务拆解和安全判断,低层策略或控制器负责动作执行。判断公司时,不要只问“有没有大模型”,而要问它控制的是哪一层利润池。"
"FOHLSRC-FOHLBASE-019-0149-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","149","149","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L149","c6db9ec8fab79058e349a823a27ec4d57fac57baf69a929235639fcbe0fc7c90","349","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| VLA / 动作策略一体化 | RT-2、Gemini Robotics、Physical Intelligence π0、NVIDIA GR00T | 视觉、语言和机器人状态输入后,输出动作、轨迹、动作 token 或电机控制相关指令 | 壁垒集中在真机数据、跨本体泛化、安全验证和部署规模;商业化往往藏在整机 ASP、RaaS 或平台授权中 |"
"FOHLSRC-FOHLBASE-019-0151-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","151","151","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L151","d0571f86c246b5da6f8d71507472a9a8da788fa3db1ef669ba41fd5e19e72ebe","275","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 通用策略预训练 + 场景微调 | Octo、Open X-Embodiment / RT-X | 用跨机器人数据预训练,再针对具体机器人、相机、夹爪和任务微调 | 开源或学术项目未必直接产生收入,但会影响数据格式、评测标准和开发者生态 |"
"FOHLSRC-FOHLBASE-019-0154-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","154","154","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L154","07a941ff71f18a4d23e5311746192de00b9bc00cfdf25bb41cda80c63f5be8f8","292","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","当前判断:短期落地大概率是“多模型 + 控制器 + 工具链”的工程系统;长期如果 VLA / 通用策略足够稳定,才可能把更多能力收敛到一个动作模型中。对公司研究而言,分层协同更利于拆清楚收入、成本、客户和话语权。"
"FOHLSRC-FOHLBASE-019-0156-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","156","156","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L156","8c63d13ad353354e05a0f99f67a517bfbbf47550b7c4f3f0c438334c28f1cbe1","366","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-机器人模型与模型协同_详细介绍-03-MARKET):市场规模、出货量、渗透率、ASP 和单机价值量均需标注测算或缺口。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-019-0158-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","158","158","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L158","a19ea4e9c2e262261451247decf0120994c526bf4294b1a37e564c8532256e61","33","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 4. 模型分层和任务闭环"
"FOHLSRC-FOHLBASE-019-0174-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","174","174","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L174","f88f32edda8490787f006ae66a5191f7a262194b55090109ba3894f845dc2f43","166","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 输入层 | 机器人能获得哪些状态 | 视觉、深度、语音、力觉、触觉、关节状态、地图 | 决定模型上限,但不是模型收入本身 |"
"FOHLSRC-FOHLBASE-019-0175-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","175","175","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L175","75366ba682c50760d82254c93d989e80c987a9f830710e44da69d18bf81c5d52","145","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 感知层 | 机器人看懂了吗 | 检测、分割、位姿、语义地图、风险识别 | 工业和服务场景已有较多可验证收入 |"
"FOHLSRC-FOHLBASE-019-0181-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","181","181","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L181","91088e01268b0c21e1e6d81f841eb6928d0b64b5a5f137162caf4d9d615729fb","130","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 反馈层 | 数据能否反哺模型 | 任务成功率、失败日志、接管、再训练 | 决定长期壁垒和客户粘性 |"
"FOHLSRC-FOHLBASE-019-0190-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","190","190","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L190","600485a8e734a07eb2c8d8c965d332efbecc78fed4ca2cdbce940b44bc272a15","233","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 安全 / 评估模型 | 风险评分、失败概率、接管建议、任务审计 | 大规模部署的兜底层,决定企业客户和家庭场景能否放心使用 | 需要事故率、接管率、SLA 和责任边界数据支撑 |"
"FOHLSRC-FOHLBASE-019-0192-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","192","192","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L192","5994898a34bb50d3136c1b976b8b7f3a57ee0d8b4f8fba3333f8b6f7cc17408a","63","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 4.1 公开资料补证:VLM、VLA 和通用机器人策略"
"FOHLSRC-FOHLBASE-019-0198-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","198","198","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L198","06f61cb0bb2d91f0a0aa87093205da6b5e8bdca0d930954fb51d00e6cc30d739","512","0","https://deepmind.google/blog/rt-2-new-model-translates-vision-and-language-into-action/","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","SOURCE_SUPPORTED_WITH_SAME_SCOPE","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| [RT-2 / Robotic Transformer 2](https://deepmind.google/blog/rt-2-new-model-translates-vision-and-language-into-action/) | Google DeepMind 将 RT-2 定义为 vision-language-action model,说明其从 web 数据和机器人数据学习,并把知识转化为机器人控制指令;其项目页也强调把 VLM 接入端到端机器人控制。 "
"FOHLSRC-FOHLBASE-019-0199-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","199","199","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L199","776cffd3b58e1b121681b6e8f9a20078b53ffc08330fed9a4ed2279e8fb0b6a4","370","0","https://deepmind.google/models/gemini-robotics/","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","SOURCE_SUPPORTED_WITH_SAME_SCOPE","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| [Gemini Robotics](https://deepmind.google/models/gemini-robotics/) | Google DeepMind 把 Gemini Robotics 1.5 表述为 VLA,能够把视觉信息和指令转为 motor commands;同时采用 VLA + embodied reasoning 的双模型方式。 | 产业落地不一定是单模型包打天下,更可能是“高层具身推理 VLM / ER + 低层 VLA 执行”的组合。 |"
"FOHLSRC-FOHLBASE-019-0200-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","200","200","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L200","cd0d6a0f8fee4d793dbe2d78c5901e5c56f1b536af7cb8abe1caf13fe2e88690","424","0","https://ai.google.dev/gemini-api/docs/robotics-overview","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","SOURCE_SUPPORTED_WITH_SAME_SCOPE","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| [Gemini Robotics-ER 1.6](https://ai.google.dev/gemini-api/docs/robotics-overview) | Google AI 文档明确称 Robotics-ER 1.6 是 VLM,用于物理世界推理、空间理解、任务拆解和调用 VLA / 机器人函数生成动作。 | VLM 可以做物体识别、空间推理、抓取 / 轨迹规划建议和任务编排,但如果最终动作由外部 VLA 或控制函数完成,就不能把它归为完整 VLA。 |"
"FOHLSRC-FOHLBASE-019-0203-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","203","203","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L203","d832c200b1d939f405875ea7c0a5e05e6d1fef137c2b8aca447a3a5df17b0566","434","0","https://robotics-transformer-x.github.io/","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","SOURCE_SUPPORTED_WITH_SAME_SCOPE","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| [Open X-Embodiment / RT-X](https://robotics-transformer-x.github.io/) | Open X-Embodiment 项目称其数据集包含 100 万+真实机器人轨迹、22 类机器人本体,由全球 34 个机器人实验室的 60 个数据集汇聚而成;RT-X 用于探索跨机器人策略。 | 机器人基础模型的核心瓶颈是跨本体、跨任务、跨场景数据规模和标准化;数据集本身是产业链上游关键资产。 |"
"FOHLSRC-FOHLBASE-019-0205-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","205","205","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L205","4b0190f7ee8d261947a05da46c6d66753ee5c532c45651105c551754f69e927d","408","0","https://www.pi.website/blog/pi0","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","SOURCE_SUPPORTED_WITH_SAME_SCOPE","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| [Physical Intelligence π0](https://www.pi.website/blog/pi0) | π0 被描述为通用机器人策略,结合大规模多任务、多机器人数据和新架构,目标是执行折衣、咖啡、装袋、收拾桌面等多类任务。 | 这类通用策略更接近 VLA / generalist robot policy 的长期方向,分析重点应放在多机器人数据、任务覆盖、泛化、微调和真实部署。 |"
"FOHLSRC-FOHLBASE-019-0206-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","206","206","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L206","0fafd9178f4fe06536e6dcb579cc50bfd08a88d5d443f13a3e90fc153a517a46","408","0","https://www.pi.website/blog/pi05;https://www.pi.website/blog/pi07","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","SOURCE_SUPPORTED_WITH_SAME_SCOPE","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| [Physical Intelligence π0.5](https://www.pi.website/blog/pi05) / [π0.7](https://www.pi.website/blog/pi07) | π0.5 官方博客明确称其为 VLA,并强调异构数据共训练;π0.7 则强调跨机器人平台、场景和任务的泛化与技能组合。 | 这一系列说明 VLA 的能力演进不仅看模型结构,还看异构数据、记忆、在线强化学习和真实任务组合能力。 |"
"FOHLSRC-FOHLBASE-019-0208-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","208","208","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L208","2bc014e5eb450a33d5abf5785744e531cca4c1fbdd15ca7c85fd1a3869f9dddd","423","0","https://github.com/NVIDIA/Isaac-GR00T","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","SOURCE_SUPPORTED_WITH_SAME_SCOPE","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| [NVIDIA Isaac GR00T N1.7](https://github.com/NVIDIA/Isaac-GR00T) | NVIDIA GitHub 页面称 GR00T N1.7 是开放 VLA 模型,面向通用人形机器人技能,输入语言和图像等多模态信息,输出可用于操作任务的动作。 | GR00T 是“VLA + 人形机器人本体 + 数据管线 + 微调部署”的平台化路线,分析重点应看开放权重、商业许可、适配本体和开发者生态。 |"
"FOHLSRC-FOHLBASE-019-0210-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","210","210","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L210","80d7b138d1ab5b5645f9b8cbee1a815e85615dbfc6546b0e808eb79c5780b796","589","0","https://droid-dataset.github.io/;https://rail-berkeley.github.io/bridgedata/;https://bair.berkeley.edu/blog/2019/11/26/robo-net/","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","SOURCE_SUPPORTED_WITH_SAME_SCOPE","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| [DROID](https://droid-dataset.github.io/) / [BridgeData V2](https://rail-berkeley.github.io/bridgedata/) / [RoboNet](https://bair.berkeley.edu/blog/2019/11/26/robo-net/) | DROID 披露 7.6 万条示范轨迹、350 小时交互数据、564 个场景和 86 个任务;BridgeData V2 披露 60"
"FOHLSRC-FOHLBASE-019-0212-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","212","212","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L212","b47d67a809ef786de8cd7dd0d1bc4bedd652fc7dbd1732a9565e5ddba6f48308","347","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","归纳口径:VLM 解决“看懂、理解、推理、规划”;VLA 解决“把理解变成动作”;通用机器人策略解决“跨任务、跨本体、跨场景迁移”;世界模型解决“预测物理世界、生成训练环境、降低试错成本”。四者可能协同,但产业链位置、收入方式和验证指标不同。"
"FOHLSRC-FOHLBASE-019-0214-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","214","214","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L214","036a2bf2fd28c67c5be5d2bb26fe1291a7359539b529a0c06d1da4f2de639aba","38","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 4.2 公开资料持续补充大纲"
"FOHLSRC-FOHLBASE-019-0220-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","220","220","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L220","673c4b2f14dd1ba57c9aa622bea4616f06c04377f76cc47bb74d58cb37903be8","234","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 定义边界 | VLM、VLA、VLM-ER、LLM planner、world model、generalist policy、robot foundation model 各自输出什么 | Google DeepMind、Google AI、NVIDIA、Physical Intelligence、论文项目页 | 4.1、5、7、11、12 |"
"FOHLSRC-FOHLBASE-019-0221-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","221","221","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L221","f6f8f0bad465e1e64054287a6176e400e7fd9fd49471475a5d0f2772af3acdf5","223","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 代表模型 / 项目 | RT-2、Gemini Robotics、PaLM-E、SayCan、RoboCat、RT-X、Octo、GR00T、π0 系列、Cosmos 分别处在哪一层 | 官方博客、项目页、GitHub、arXiv / OpenReview | 4.1、6.1、6.2、8 |"
"FOHLSRC-FOHLBASE-019-0222-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","222","222","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L222","5e4612aa706335fb829013679f2a00ee39affa86d3423bfd42c22522bbb578af","244","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 数据资产 | 数据规模、轨迹数、小时数、任务数、场景数、机器人本体数、语言标签、状态 / 力觉 / 触觉字段 | Open X-Embodiment、DROID、BridgeData、RoboNet、公司数据集披露 | 3.2、6.1、7、11 |"
"FOHLSRC-FOHLBASE-019-0223-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","223","223","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L223","ca4c948f00ee050f6af5696677b6600f244513d96cebbf5fdcb53129e6961ac1","201","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 模型架构 | VLM backbone、action expert、diffusion policy、flow matching、world action model、MoE / memory / online RL | π0 论文、Octo、GR00T、Cosmos、RT-2 / RT-X 论文 | 5、9、10 |"
"FOHLSRC-FOHLBASE-019-0224-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","224","224","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L224","008edfa2652b40c92374d2d58623213281e725507af7277c78d253821c451d9e","222","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工具链与平台 | 仿真、合成数据、后训练、微调、推理部署、机器人函数调用、开发者生态 | NVIDIA Isaac / Cosmos / Omniverse、Google Robotics API、Hugging Face / GitHub | 6.1、6.2、8 |"
"FOHLSRC-FOHLBASE-019-0225-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","225","225","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L225","47615867d25d03160a1cd6152838a854fa663afb9ee1df4fa93b4111f069ee6d","240","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 商业化验证 | 是否收费、API / 授权 / 订阅 / 硬件打包 / 开源生态,是否有客户部署和任务成功率 | 公司官网、价格页、开发者文档、客户案例、年报 / 招股书 | 市场文档、7、11、12 |"
"FOHLSRC-FOHLBASE-019-0226-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","226","226","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L226","a9f3b40217527dc918c14e2a911a2619220ef3982509c8c105d4000b9d849af2","186","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司映射 | 谁是基础模型方、数据集方、平台工具方、本体厂、工业闭环方 | 官方合作伙伴页、GitHub 组织、产品文档、公告 | 8、公司档案 |"
"FOHLSRC-FOHLBASE-019-0227-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","227","227","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L227","b74c4c8df032b64f924a358e1af3c752afcc5d2d600059048b225061342c3d43","202","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 风险和约束 | 安全、责任、数据权属、端侧延迟、模型幻觉、Sim2Real、跨本体迁移失败 | 安全白皮书、模型卡、技术报告、客户案例 | 12、13、市场风险 |"
"FOHLSRC-FOHLBASE-019-0233-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","233","233","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L233","186faa3859c4cf627761d79c06045a71b4162dc7b9a1db22af992a1ce0d476aa","197","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| P0 | RT-2、Gemini Robotics / Robotics-ER、PaLM-E / SayCan、Open X-Embodiment / RT-X、Octo、π0 系列、GR00T、Cosmos | 直接决定 VLM / VLA / 世界模型 / 通用策略的定义边界 |"
"FOHLSRC-FOHLBASE-019-0234-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","234","234","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L234","b1d790e6c27d083d4a75354e6d51a6d29562c7feff35b6f0954ade5c3c0ccbd6","135","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| P1 | DROID、BridgeData V2、RoboNet、Ego4D / UMI / 人类视频迁移资料 | 直接影响数据壁垒和数据采集环节判断 |"
"FOHLSRC-FOHLBASE-019-0235-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","235","235","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L235","ec72e51f014b17d572968e1d124b58ed4e917b2c580c56fa8b219a46ced1d579","156","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| P1 | NVIDIA Isaac / Omniverse / Cosmos、Google Robotics API、OpenPI、Octo GitHub、GR00T GitHub | 影响工具链、开发者生态和商业化入口 |"
"FOHLSRC-FOHLBASE-019-0236-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","236","236","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L236","e844aa0486f2da22b6ab63ea02415bd8bb867b5397c5315d017d792afdcd915a","230","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| P2 | Tesla、Figure、1X、Agility、Skild AI、Sanctuary、Genesis、智元、宇树、银河通用、优必选、小鹏、小米等本体厂 / 模型公司资料 | 需要结合公司档案和部署证据,不能只看演示 |"
"FOHLSRC-FOHLBASE-019-0237-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","237","237","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L237","d30fdb42f6328702bf71776607c1396e6fea2f9b58186723dbeed54de8a2c6e0","134","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| P2 | 云厂商和大模型厂商机器人产品页 / 价格页 | 用于补 API、Token、端侧部署、企业 SLA 和收费字段 |"
"FOHLSRC-FOHLBASE-019-0239-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","239","239","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L239","b3656d144ff2b171619c7ead6cc52229d8cdb90d20fdb89a77b263077b9b9fc5","29","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 4.3 P0 代表项目拆解"
"FOHLSRC-FOHLBASE-019-0241-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","241","241","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L241","72c9ef04337f664cea93b5eb9563b4f6a33d13b29c43e8b427d88b6e841d669e","171","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","这一表用于把公开项目先落到“输出什么、靠什么数据、卡在哪个商业入口”上,后续再逐步补模型架构、商业许可和客户字段。"
"FOHLSRC-FOHLBASE-019-0247-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","247","247","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L247","f86ef0afb95d2ad8a7b400f330a322bc3d38c3b6ff5e83c7f066aa76348a35c3","400","0","https://deepmind.google/blog/rt-2-new-model-translates-vision-and-language-into-action/","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","SOURCE_SUPPORTED_WITH_SAME_SCOPE","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| [RT-2](https://deepmind.google/blog/rt-2-new-model-translates-vision-and-language-into-action/) | VLA / 动作策略 | Google DeepMind 将 RT-2 定义为 vision-language-action model,把网页和机器人数据知识转成机器人控制指令 | 是 VLM 走向 VLA 的标杆,但商业化仍取决于真实部署 | 数据构成、机器人本体、任务成功率"
"FOHLSRC-FOHLBASE-019-0248-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","248","248","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L248","5787c49ac5d65382f92bdea8b59ae8f5c9ff53a1bd2a6fca6cc64dd0e97f0a1a","495","0","https://deepmind.google/models/gemini-robotics/;https://ai.google.dev/gemini-api/docs/robotics-overview","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","SOURCE_SUPPORTED_WITH_SAME_SCOPE","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| [Gemini Robotics 1.5](https://deepmind.google/models/gemini-robotics/) + [Robotics-ER 1.6](https://ai.google.dev/gemini-api/docs/robotics-overview) | VLA + 具身推理 VLM 双模型 | Robotics 1.5 偏 VLA,Robotics-ER 1.6 偏物理推理、空间理解、任务拆解和机器人函数调用 | 最清晰的“高"
"FOHLSRC-FOHLBASE-019-0249-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","249","249","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L249","f46c7ccf8bc6c9592fa5b923e5cfe6ea626e39c19b027a9dcdd2f1845f3345bc","372","0","https://www.figure.ai/news/helix","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","SOURCE_SUPPORTED_WITH_SAME_SCOPE","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| [Figure Helix](https://www.figure.ai/news/helix) | 人形机器人 VLA / 全身控制 | Helix 采用 System 2 VLM + System 1 视觉运动策略,分别负责语义理解和连续控制 | 模型、感知、灵巧手、触觉和整机控制绑定,模型能力更像整机竞争力 | 客户部署、任务成功率、接管率、训练数据权属、商业交付规模 |"
"FOHLSRC-FOHLBASE-019-0250-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","250","250","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L250","61fa82a305caf9a7e54aa97416ec3212e7e14838bcebb066963da0eefd3b23bc","361","0","https://robotics-transformer-x.github.io/","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","SOURCE_SUPPORTED_WITH_SAME_SCOPE","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| [Open X-Embodiment / RT-X](https://robotics-transformer-x.github.io/) | 数据集 + 跨本体策略 | 披露 100 万+真实机器人轨迹、22 类机器人本体、60 个数据集、34 个实验室 | 上游数据标准和跨本体泛化基础设施,直接影响通用策略训练 | 数据格式、许可、各数据集质量、是否被商业模型采用 |"
"FOHLSRC-FOHLBASE-019-0252-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","252","252","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L252","0ff262e070662b211b77a7503efd581f4927a35fb98a1bb45cbf84cbb8ab7d53","339","0","https://github.com/Physical-Intelligence/openpi","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","SOURCE_SUPPORTED_WITH_SAME_SCOPE","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| [Physical Intelligence π0 / openpi](https://github.com/Physical-Intelligence/openpi) | 开放 VLA / 通用策略工具链 | openpi 包含 π0、π0-FAST、π0.5,提供权重、微调和推理包 | 代表“模型权重 + 工具链 + 数据配方”的路线 | 商业许可、客户、本体适配、数据来源、微调后成功率 |"
"FOHLSRC-FOHLBASE-019-0253-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","253","253","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L253","7ef4af0234e6756563450a1c7dc94da25c6ca4a2597862ffbefc4f61e1fef004","363","0","https://github.com/NVIDIA/Isaac-GR00T","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","SOURCE_SUPPORTED_WITH_SAME_SCOPE","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| [NVIDIA Isaac GR00T](https://github.com/NVIDIA/Isaac-GR00T) | 开放 VLA + 平台工具链 | GitHub 页面称其为开放 VLA,面向通用人形机器人技能 | NVIDIA 的位置不是单纯模型,而是 GPU + Isaac + Cosmos + GR00T + 边缘算力的全栈工具链 | 商业支持、机器人客户、端侧部署、生态使用量、实际任务成功率 |"
"FOHLSRC-FOHLBASE-019-0254-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","254","254","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L254","52ca8bce6f0a1ff8897d21cf85a5ee60e1bedd8f3b2a507c9a779adaff6db515","349","0","https://www.nvidia.com/en-us/ai/cosmos/","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","SOURCE_SUPPORTED_WITH_SAME_SCOPE","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| [NVIDIA Cosmos](https://www.nvidia.com/en-us/ai/cosmos/) | 世界模型 / 物理 AI 平台 | 定位为 world foundation model,可用于物理仿真、合成数据和闭环评估 | 世界模型不直接等于 VLA,但可能控制仿真、训练、评估和合成数据入口 | 客户采用、训练降本、Sim2Real 效果、合成数据质量 |"
"FOHLSRC-FOHLBASE-019-0255-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","255","255","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L255","9a5938bad43a5abde8979ce7fe3a3df72db76b01151c5af1a32b29815dc3baa4","401","0","https://huggingface.co/docs/lerobot/index;https://huggingface.co/blog/smolvla","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","SOURCE_SUPPORTED_WITH_SAME_SCOPE","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| [LeRobot](https://huggingface.co/docs/lerobot/index) / [SmolVLA](https://huggingface.co/blog/smolvla) | 开源机器人学习库 + 轻量 VLA | LeRobot 提供模型、数据集、硬件接口、训练和部署工具;SmolVLA 是轻量开源 VLA | 将 VLA 门槛从大厂私有数据下放到社区和低成本硬件 | 社区数据质量、企业采用、低成本硬件出货、模型商业授权 |"
"FOHLSRC-FOHLBASE-019-0258-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","258","258","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L258","6992452250434e9ada57d822d8a109a4837cd913ebdf505d479cc4261eae2a1c","47","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 4.4 本体厂和模型公司的路线差异"
"FOHLSRC-FOHLBASE-019-0262-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","262","262","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L262","7900cd73571a3787cba937439a3eca7a7ec424771556c08f61ea1234e0f930fc","296","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 本体厂自建模型闭环 | Figure、Tesla、1X、Sanctuary、Agility、智元、宇树、优必选等 | 把模型、感知、控制、硬件和遥操作 / 部署数据绑定在整机体系里 | 模型不一定单独收费,更可能体现在整机 ASP、RaaS、项目交付和数据闭环 |"
"FOHLSRC-FOHLBASE-019-0263-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","263","263","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L263","11f73db7eeabb831a74fe324fde2beb42298e1fdeeb0020ca6a6057d07f71f39","239","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 模型公司 / VLA 公司 | Physical Intelligence、Skild AI、OpenPI 生态等 | 强调通用机器人策略、跨本体泛化、微调和模型能力 | 需要验证是否能脱离自有本体,给第三方机器人厂商创造收入 |"
"FOHLSRC-FOHLBASE-019-0264-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","264","264","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L264","83d449e7ca7c93a825c083069a6e84014e9076773eca583e5d4c303636a989b2","230","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工具链平台 | NVIDIA Isaac / GR00T / Cosmos、LeRobot、Octo | 提供训练、仿真、数据、微调、部署和评估工具 | 商业入口可能不是模型本身,而是算力、SDK、企业工具链和开发者生态 |"
"FOHLSRC-FOHLBASE-019-0269-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","269","269","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L269","0a914d1dda89333684f9ca6f1f99129d0988876a63ff0845c1e5464eee20d41b","113","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| Figure Helix | 本体厂 VLA / 全身控制 | 真实客户部署、任务成功率、接管率、数据闭环 |"
"FOHLSRC-FOHLBASE-019-0270-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","270","270","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L270","0abe8031291b7bba161ab13fb6fdae035eda6370ae6088ae19b120872c55a2f1","153","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| Tesla Optimus | 本体厂 + 自动驾驶 AI 迁移 | 视觉、规划、仿真和数据引擎是否迁移到机器人;量产、成本和真实任务 |"
"FOHLSRC-FOHLBASE-019-0271-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","271","271","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L271","32e5db965a303d4d0e371f3db25a7393b5365b611de563e636793d5cf3347f14","114","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 1X | 家庭 / 服务机器人 + 模型闭环 | 家用场景数据、远程接管率、系统是否真实落地 |"
"FOHLSRC-FOHLBASE-019-0272-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","272","272","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L272","5f7f3b586dde9e5def97f43651eaa80378d068cd690cde6d0528db4b49e7be35","117","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| Skild AI | 机器人基础模型公司 | 是否能跨不同机器人本体输出策略,是否有第三方客户 |"
"FOHLSRC-FOHLBASE-019-0273-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","273","273","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L273","974d21534a6d6f49f662245e5bef3fd66e642de659df0c5e0644f543761802b5","109","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| Sanctuary AI | 通用机器人 / 控制系统 | 是否形成可复制客户交付,而不是单点演示 |"
"FOHLSRC-FOHLBASE-019-0274-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","274","274","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L274","2a6687b6fa523eb46fe800071f11117593495efec9b6fbac7cfe5589e0f5ae9f","110","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| Agility Robotics | 工业场景本体厂 | 仓储物流客户、部署规模、运维平台和软件收入 |"
"FOHLSRC-FOHLBASE-019-0275-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","275","275","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L275","e275f8fdc84b3952d293529ba3de2ff8ebe35f1bcda8c5bb7449925080e10223","127","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 智元机器人 | 国内本体 + 具身智能平台线索 | 模型名称、数据小时量、任务成功率、客户交付 |"
"FOHLSRC-FOHLBASE-019-0277-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","277","277","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L277","9f3ef07075716c55b881eb19477445acd127d4ee275adfdeb4c028ed36549780","109","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 银河通用 | 具身智能 / 通用机器人线索 | 模型架构、真实任务、客户部署和收入 |"
"FOHLSRC-FOHLBASE-019-0278-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","278","278","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L278","c82223490a4a0ac520655c192df537f17ecb9dc756ec29ee03330aefdad8d816","122","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 优必选 | 人形机器人 + 工业 / 服务场景 | Walker 系列客户、模型能力、量产交付、软件收入 |"
"FOHLSRC-FOHLBASE-019-0280-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","280","280","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L280","6bc9ba3c7a3e3c63f704ea8caf909a29def8e3dcf92f4ebcc0522862a167b3d8","38","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 4.5 商业化与单位经济模型"
"FOHLSRC-FOHLBASE-019-0282-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","282","282","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L282","e83a08d8f3a7e19c52a70d72f4682b84e7665ef20283cb14e96e99fc81e5e440","64","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 利润池 | 谁可能收钱 | 收费方式 | 最关键验证 |"
"FOHLSRC-FOHLBASE-019-0285-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","285","285","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L285","98d53909a3eb9e3fa78288aa2a19948cb7980824ae1e9967ab4dc68ef16bab9d","180","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| VLA / 模型授权 | Physical Intelligence、Skild、GR00T 生态 | 权重授权、SDK、企业支持、微调服务 | 是否能跨第三方本体复用,是否有客户付费 |"
"FOHLSRC-FOHLBASE-019-0287-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","287","287","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L287","55f3f3a807811122e8497931908ec744196ab67f8aefe9150c6a267aace43c4d","181","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 整机能力溢价 | Figure、Tesla、1X、优必选、智元等 | 整机售价、RaaS、项目交付、运维服务 | ASP 是否提升、任务成功率、接管率、利用率 |"
"FOHLSRC-FOHLBASE-019-0289-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","289","289","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L289","7e2c2de963b1f65be919ab965a2fb56ba45d0f92fed7cc58db7054475cc197ed","183","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 仿真 / 世界模型 | NVIDIA Cosmos、Isaac、仿真平台 | 仿真授权、合成数据、训练平台、DaaS / MaaS | Sim2Real 效果、客户付费、替代多少真机数据 |"
"FOHLSRC-FOHLBASE-019-0292-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","292","292","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L292","b6ac216d40a7c756a3e3208f07119acb8bdac3e61ba03c489672252fb14a8e70","15","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","单任务收入"
"FOHLSRC-FOHLBASE-019-0294-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","294","294","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L294","3e5fe73e2830ba13ca2986e4b105822d16ee751c0e9dda90d9f7210dc7a9690f","20","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","+ 项目交付摊销"
"FOHLSRC-FOHLBASE-019-0307-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","307","307","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L307","16d4f730ff8bb7b4bed82de23fea1ced587736048de78377cead5bcbf109c0e3","59","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 4.6 本体厂与机器人基础模型公司公开补证"
"FOHLSRC-FOHLBASE-019-0309-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","309","309","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L309","5ddcad72472bcec4da6fdd09348085a79ab762207fad2d3d1160b84b4a19e6d6","231","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","这一节用于把“模型能力”从项目层进一步落到公司层。分析时要区分三件事:官网是否披露模型或平台、模型是否进入机器人闭环、是否已经形成可验证的客户部署和收入。"
"FOHLSRC-FOHLBASE-019-0315-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","315","315","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L315","9b9550898f30c1c88118868435aa0dabf0979828a79a4d11eea0197c280d1dfc","468","0","https://www.figure.ai/helix","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","SOURCE_SUPPORTED_WITH_SAME_SCOPE","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| [Figure](https://www.figure.ai/helix) | Helix 被描述为 generalist humanoid VLA;Helix 02 进一步拆成 System 2 语义推理、System 1 视觉运动策略和 System 0 全身控制 | 本体厂自建 VLA + 全身控制闭环 | Figure 路线更像“模型能力内化为整机竞争力”,商业化可能体现在整机、RaaS 或客户交付,而不是模型 API | 客户部署、任务成功率、接管率、训练数据权"
"FOHLSRC-FOHLBASE-019-0316-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","316","316","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L316","efde691cd3e4025b6c966e98dad9a97e3ee16131c41fec28f7369921cb91c86c","470","0","https://www.tesla.com/AI","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","SOURCE_SUPPORTED_WITH_SAME_SCOPE","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| [Tesla AI / Optimus](https://www.tesla.com/AI) | Tesla 官方将机器人与车辆自动驾驶一起放在 AI & Robotics 中,强调视觉、规划和推理硬件规模化部署 | 本体厂 + 自动驾驶 AI 迁移 | 最大潜在优势是车辆侧视觉 / 规划 / 仿真 / 芯片工程经验,但 Optimus 仍要单独验证人形机器人操作数据和任务闭环 | Optimus 部署台数、工厂任务、量产成本、数据采集方式、真实任务成功率 |"
"FOHLSRC-FOHLBASE-019-0317-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","317","317","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L317","7a6c60fa1e2f37388c2445eae237aa4e3bd4824dd1e394729adeb4d96a8ec2ec","501","0","https://www.1x.tech/discover/redwood-ai","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","SOURCE_SUPPORTED_WITH_SAME_SCOPE","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| [1X Redwood / NEO](https://www.1x.tech/discover/redwood-ai) | Redwood 是面向人形本体的 vision-language transformer;NEO 页面披露 Redwood AI 用于学习和重复任务,复杂任务可通过 Expert 远程监督 | 家庭 / 服务机器人 + 模型闭环 | 1X 明确把模型、家庭场景和远程专家模式结合,适合观察“早期自治 + 人工接管 + 数据回流”商业模型 | 自主完成比"
"FOHLSRC-FOHLBASE-019-0318-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","318","318","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L318","c2b861e2882bb7a320072fb68a2170ff43ef90e49cc1d3824b35a61f63385eeb","430","0","https://www.agilityrobotics.com/","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","SOURCE_SUPPORTED_WITH_SAME_SCOPE","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| [Agility Robotics](https://www.agilityrobotics.com/) | Digit 面向物流 / 制造场景,Arc 是云端自动化平台,可部署和管理 Digit 机器人队列 | 工业本体厂 + 云平台 / 运维系统 | Agility 当前更像“工业场景部署 + fleet management”,模型叙事不如 Figure / 1X 激进,但商业验证路径更清晰 | Arc 软件收费、部署台数、客户 ROI、故障率、运维服务收入 |"
"FOHLSRC-FOHLBASE-019-0319-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","319","319","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L319","6e90dae2c32a1ca57dff92843dbd4facfbed994f81d30980b4f70346b98cbc38","472","0","https://www.skild.ai/","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","SOURCE_SUPPORTED_WITH_SAME_SCOPE","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| [Skild AI](https://www.skild.ai/) | Skild 称其在做 unified omni-bodied brain,可控制不同机器人执行抓取、交接、导航等技能;官方博客称 Skild Brain 采用高层低频策略 + 低层高频策略 | 独立机器人基础模型公司 | 这是典型“跨本体基础模型”叙事,若能服务多种第三方硬件,模型授权话语权较强 | 第三方客户、支持本体数、动作频率、商业许可、是否真实跨本体部署 |"
"FOHLSRC-FOHLBASE-019-0320-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","320","320","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L320","a11482455f26eae23c2bce1df6a293eda37c9652a79324723ce391fcd8349ed6","434","0","https://www.sanctuary.ai/technology","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","SOURCE_SUPPORTED_WITH_SAME_SCOPE","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| [Sanctuary AI](https://www.sanctuary.ai/technology) | Carbon 被描述为 AI control system,Phoenix 是其人形机器人;官网强调 Physical AI 可用于生产就绪的工业自动化 | 本体 + 控制系统 + 工业应用 | Sanctuary 更偏工业级 Physical AI 和控制系统,适合纳入“工业本体 + 控制软件”跟踪 | 客户名称、交付规模、Carbon 授权方式、自动化率、是否依"
"FOHLSRC-FOHLBASE-019-0321-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","321","321","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L321","0c4d817c077b1ef9a46e7c30613f16470640fd165f12789c6e31bdfc8c48cd39","402","0","https://www.genesis.ai/","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","SOURCE_SUPPORTED_WITH_SAME_SCOPE","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| [Genesis AI](https://www.genesis.ai/) | Eno 由 GENE foundation model 驱动,官网称其可理解目标、在变化条件下推理并完成工作 | 新兴通用机器人 + 基础模型 | Genesis 是 2026 年新出现的全栈路线,强调硬件、数据、模型和仿真一起做,值得跟踪但证据仍早期 | 样机交付、客户、GENE 技术报告、数据引擎、是否真实量产 |"
"FOHLSRC-FOHLBASE-019-0327-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","327","327","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L327","ffab8ea56fca346969fc626132837dc838db82ac12061c353a20af7dd1792512","589","0","https://www.agibot.com.cn/","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| [智元机器人](https://www.agibot.com.cn/) | 官网披露“运动智能、交互智能、作业智能”,以及 Link-U OS、AimRT、AGIBOT World、Genie Studio、数据服务等开放平台线索;官网还披露 BFM-2 运动基座模型、量产 10000 台等信息 | 国内本体厂 + 开放平台 + 数据 / 开发工具链 | 智元路线不只是整机,也在做 OS、开发平台、数据集和生态,适合放在“本体 + 工具链 + 数据”交叉位置 | 机器人交"
"FOHLSRC-FOHLBASE-019-0328-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","328","328","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L328","f3f197ccef6a18cc81bed71af172b0d96b37821e37c22e306de48d1f77c8534d","584","0","https://www.unitree.com/g1/;https://www.unitree.com/mobile/G1-D/","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","SOURCE_SUPPORTED_WITH_SAME_SCOPE","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| [宇树科技 G1](https://www.unitree.com/g1/) / [G1-D](https://www.unitree.com/mobile/G1-D/) | G1 页面披露模仿学习 / 强化学习驱动、UnifoLM 机器人世界模型;G1-D 页面披露 UnifoLM-WMA-0 是 world-model-action 架构,覆盖多类机器人本体 | 本体厂 + 开源 / 开发者生态 + 世界模型 / WMA 路线 | 宇树的优势是硬件出货、低价格和开发者"
"FOHLSRC-FOHLBASE-019-0329-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","329","329","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L329","64b481633bc77ab1f3cd0af1bf67f0fb6849d8b744455a9fb3f2df342b24d544","512","0","https://www.galbot.com/g1","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| [银河通用 Galbot G1](https://www.galbot.com/g1) | 官网页面标题和公开资料将 Galbot G1 定位为 generalized-operational embodied large-model robot;公开报道提到商超取货、咖啡等场景和 GroceryVLA 线索 | 具身大模型 + 商超 / 零售场景本体 | 银河通用更偏“场景任务 + 具身大模型”路线,适合观察商业场景的任务成功率和可复制性 | GroceryVLA 官方"
"FOHLSRC-FOHLBASE-019-0330-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","330","330","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L330","997002667dd4236fbfed26ae1edae443b9c21c8610b1bee68922923e450d7ea2","540","0","https://www.ubtrobot.com/cn/humanoid/products/walker-s","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","SOURCE_SUPPORTED_WITH_SAME_SCOPE","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| [优必选 Walker S](https://www.ubtrobot.com/cn/humanoid/products/walker-s) | 官网披露 Walker S 具备多模态大模型决策、手眼协调、全身操作、U-SLAM + 3D 点云语义导航、ROSA 2.0 等能力 | 工业人形机器人 + 多模态决策 / 工厂系统对接 | 优必选是更典型的“工业场景 + 工厂实训 + 系统互联”路线,模型价值需要和工业客户、工位任务和数据闭环一起看 | 车厂客户、订单 / 交"
"FOHLSRC-FOHLBASE-019-0331-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","331","331","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L331","5b1f03ecc6126547c55363d24a42a6ee768c252deeff16b88e9cbc3281641542","355","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 小米 / 小鹏等汽车系玩家 | 公开线索更多集中在汽车 AI、端侧算力、视觉和规划能力 | 汽车 AI 向机器人潜在迁移 | 汽车数据和工程能力有迁移潜力,但不能直接等同于机器人操作数据和 VLA 能力 | 是否有明确机器人模型、真机任务、数据采集、客户部署、商业化计划 |"
"FOHLSRC-FOHLBASE-019-0333-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","333","333","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L333","efd43a9a926490d11ad4e0afc5ee376c61f6336cd1b4c4e348aefb4527fa844b","312","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","阶段性判断:本体厂的模型能力最终要回到三类证据上验证:一是真实任务成功率和接管率,二是部署台数和客户付费,三是数据回流是否能降低单位任务成本。没有这三类证据时,模型口径只能作为技术线索,不能直接写成商业壁垒。"
"FOHLSRC-FOHLBASE-019-0335-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","335","335","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L335","537ad50c4b3e3c5f0f007411cc1d876ae5a0093eb6aa51b5fd86890571d4a81f","349","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-机器人模型与模型协同_详细介绍-04-CHAIN):产业链价值量、利润池和话语权判断不能替代证据结论。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-019-0337-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","337","337","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L337","34206ce85cd96627be8a115f124baef8403da9ae1c09d879aefb920362d2024f","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 5. 技术路线"
"FOHLSRC-FOHLBASE-019-0341-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","341","341","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L341","9607ef9bbc5aae2da9ddb9fedd85e187cedf89830c63bfcb6072913ef009dd91","244","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 多模型 / 模块化协作 | 视觉模型、交互模型、规划器、控制器、安全模块分别工作 | 工程可控、责任边界清晰、便于客户验收 | 系统集成复杂,跨模块误差传递 | 当前商业部署更现实 |"
"FOHLSRC-FOHLBASE-019-0350-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","350","350","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L350","89e5f5bc98874e81ad949eef8d544a108aa975ba802568b60ff3e9741a1bdeeb","326","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| Token / 模型服务工厂 | 将模型推理、调用、缓存、调度和能源算力组织为标准化服务 | 便于比较 API 成本、服务稳定性和单位任务成本 | Token 消耗不等于商业价值,价格战和算力瓶颈会影响毛利 | 适合机器人云端规划、交互和仿真任务的成本分析 |"
"FOHLSRC-FOHLBASE-019-0351-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","351","351","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L351","9cdd3e6caab43c46d906baaea4accd956fbd80b34ee9c546bc8801deed3eded2","345","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业 AI Agent + 现场执行 | 工业大模型 / 智能体生成决策,控制系统、巡检机器人或机械臂执行 | 有明确工业客户和 ROI 验证场景,商业化证据可能强于通用机器人 | 强依赖工业数据、DCS / PLC / OT 控制系统和安全机制 | 是机器人模型进入真实生产闭环的重要样本 |"
"FOHLSRC-FOHLBASE-019-0354-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","354","354","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L354","3a130441f02802bc28cf022a04be74e56e350ac8ef848942d782fe1573c2237a","360","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-机器人模型与模型协同_详细介绍-05-COMPANY):公司映射、竞争格局和份额判断不代表正式公司池或覆盖完整。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-019-0356-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","356","356","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L356","a387bc44a5e3b40fbbc71fa108f9a6b137ce6ad8739a04b81f887906c9beff0e","21","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 6. 产业链拆解"
"FOHLSRC-FOHLBASE-019-0358-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","358","358","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L358","8f0f0480337f6856e6368f0dcb1f4ecc2ced9a9cc526008d2ad41dc14ccf0488","62","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 6.1 上游:基础模型、算力、数据和仿真工具"
"FOHLSRC-FOHLBASE-019-0362-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","362","362","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L362","0638b8891382256107ddb7bfbd33bfc0f17ceab4cdaefe110bf5fc600f1c1013","481","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 基础模型 | LLM、VLM、VLA、世界模型、语音模型 | OpenAI、Anthropic、Google DeepMind、NVIDIA、DeepSeek、Qwen / 阿里、腾讯、字节、智谱、MiniMax、科大讯飞、Physical Intelligence、Figure AI、Tesla、商汤、智元、银河通用、宇树、小米、小鹏等研报线索 | 模型能力强,但能否拿到机器人利润取决于入口、数据、部署和单位任务成本 | 机器人客户、收费口径、端侧部署、任务成功率 |"
"FOHLSRC-FOHLBASE-019-0364-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","364","364","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L364","62b2c61f6b93823f7d05ac140de08c9454e945e8c5e223645cd6f68e059524c2","485","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 训练 / 推理算力 | GPU、云算力、边缘 AI 芯片、机器人控制器算力、Token 工厂 | NVIDIA、云厂商、华为昇腾生态、智微智能、智明达、润建股份、百度 Token Factory、阿里 Token Foundry 等研报线索 | 算力平台议价强;端侧控制器如果绑定本体厂,可能从成本中心变成供应链入口;Token 工厂强调推理生产效率 | 训练成本、推理成本、端侧功耗、客户适配进度、百万 Token 成本 |"
"FOHLSRC-FOHLBASE-019-0365-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","365","365","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L365","25aa65d029179819a7ba95d37e274dac8f915327f79731fd8dbdd3b7d659b4d5","546","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 数据采集系统 | 遥操作、UMI、第一视角、外骨骼、动作捕捉、传感器同步、数据记录 | 本体厂、鹿明机器人、觅蜂科技、海天瑞声、京东具身数据采集中心、凌云光 FZMotion / RoboGene、华为云 CloudRobo 生态、UMI 等公开路线 | 掌握真实任务数据、采集设备和标准化流程者更强;无本体采集可降低扩数据成本,但需验证可迁移质量 | 数据小时量、有效数据率、权属、标注成本、客户场景、与真机遥操作数据质量差异 |"
"FOHLSRC-FOHLBASE-019-0366-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","366","366","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L366","f19912def3792c790733edcf6c42213c96d1c00f122f7efcdcb5d4fb19b61ed2","563","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 数据服务 / 数据集 | 多模态数据、动作序列、偏好数据、RLDS / LeRobot 格式交付、标注清洗 | 海天瑞声、简智机器人、艺恩 / 数据堂等泛 AI 数据服务线索;公开数据资产参考 Open X-Embodiment、DROID、BridgeData V2、RoboNet、LeRobot 社区数据 | 如果只做标注,话语权有限;如果能沉淀机器人任务数据、跨本体数据标准和评测标准,话语权提升 | 机器人客户、数据格式、单价、复用率、版权链、场景 / 任务 / 本"
"FOHLSRC-FOHLBASE-019-0367-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","367","367","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L367","8c84250269b60821e027a9d89f1df590fa46d944c44e950e6ddc3720c2b3bbc2","365","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 仿真 / 世界模型平台 | 物理仿真、数字孪生、合成数据、场景生成、闭环评测 | NVIDIA Omniverse / Isaac / Cosmos、智元 Genie Sim、51Sim、索辰开物、光轮智能、华为 SIM Space、群核科技等研报线索 | 若与硬件、算力和开发生态绑定,话语权提升 | Sim2Real 效果、客户、授权价、训练降本 |"
"FOHLSRC-FOHLBASE-019-0368-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","368","368","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L368","d650ae32bcfbd614089a7c8f436ce9cc71ac4136e8ac4198a08444fc8f40e78d","451","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 开发工具链 | 机器人 OS、SDK、API、模型部署、微调、日志和评估工具 | ROS / 生态平台、NVIDIA Isaac / GR00T、OpenPI、LeRobot、SmolVLA、华为云 CloudRobo、Unitree UniStore、本体厂自建平台、云厂商 | 决定模型接入和开发者粘性;开源工具链可能先扩标准,再由企业服务和硬件生态变现 | 开发者数量、企业版收费、动作 / 应用数量、迁移成本、商业许可 |"
"FOHLSRC-FOHLBASE-019-0370-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","370","370","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L370","cf1a2019cb34de4014c3718d153358b6974037d2ffeb0d2b725f107b3ec2df5f","53","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 6.2 中游:机器人模型和模型协同系统"
"FOHLSRC-FOHLBASE-019-0374-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","374","374","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L374","d99b0be9d99b203b7f854a485f3c12ed23f0423c456bc1b2cef5b85134b184c8","226","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 视觉 / 感知模型 | 检测、分割、深度、位姿、抓取点、语义地图 | 算法包、硬件打包、项目制、SDK | 数据、标定、低延迟、客户验收 | 软件收入、机器人客户、部署台数 |"
"FOHLSRC-FOHLBASE-019-0377-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","377","377","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L377","6a54ebd2964cafcaa78cef0c74cf90494e0ffe5b73d8dd078657f983fd11efdb","290","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 任务规划 / Agent 模型 | 任务拆解、工具调用、行为树、异常处理、工作流编排、结果验证 | 平台订阅、AaaS、SDK、项目交付、本体打包 | 与执行系统、权限体系和客户流程绑定 | 任务成功率、异常恢复、复购、权限审计 |"
"FOHLSRC-FOHLBASE-019-0379-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","379","379","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L379","f52a1f161d25cd4604ba3c33b91ed0ba1442fce091220f927acab5681aa7ba3a","293","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 世界模型 / 仿真模型 | 物理预测、环境变化、任务结果模拟、合成数据生成 | 训练平台、仿真授权、数据服务、DaaS / MaaS | 降低试错成本和训练成本,连接 VLA 训练和闭环评测 | 迁移效果、客户付费、训练降本、模型指标 |"
"FOHLSRC-FOHLBASE-019-0380-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","380","380","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L380","de5f09b5ecd67580550ea7970bddbd4ca53b0336aac24181ce13c3afa9180074","315","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业 AI Agent / 现场执行闭环 | 工业大模型决策、工艺优化、设备运维、机器人 / 控制器执行 | 年费订阅、OPEX、项目软件、平台打包 | 工业数据、工艺 Know-how、DCS / PLC / OT 控制入口和客户粘性 | 工业 AI 收入、装置数、ROI、机器人执行比例 |"
"FOHLSRC-FOHLBASE-019-0384-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","384","384","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L384","cbd4aff306d9199d48d2e9ea1feefb6db22486bad1881377b0c281ba3024d3db","41","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 6.3 下游:机器人场景和客户"
"FOHLSRC-FOHLBASE-019-0388-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","388","388","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L388","6a82d226edd5a90cc5a9389d9284dd0d4807e36eec5816d1081c328e353f9977","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业机器人 / 协作机器人 | 视觉引导、质检、路径规划、工艺包、异常检测 | 收入更容易验证,但泛化要求较低 | 项目金额、复购、节拍、误判率 |"
"FOHLSRC-FOHLBASE-019-0392-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","392","392","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L392","90208f9c73ccfb7f7bf91acc6d6cc2e0deb95b9dcbdcf0b56f0a8157be7552df","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人 | VLA、全身控制、遥操作数据、任务规划、世界模型 | 弹性最大,但当前需防止叙事过热 | 客户部署、任务成功率、接管率、单台成本 |"
"FOHLSRC-FOHLBASE-019-0393-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","393","393","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L393","9f8da55bbaa1d9629e4c43bf6e3c1a8d695e165522b3f606901307464dce4cfc","187","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 医疗 / 康养 / 特种机器人 | 交互、安全、远程操作、合规日志、精准控制 | 付费能力可能较强,但监管周期长 | 认证、事故责任、客户续费 |"
"FOHLSRC-FOHLBASE-019-0395-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","395","395","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L395","e40988796c41e6a160edb20d674884404564a3f168f1847dfa25ae64fbe838ca","365","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-机器人模型与模型协同_详细介绍-06-SUPPLY):客户、主供、独供、产能、交付、良率和寿命需官方或客户侧补证。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-019-0397-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","397","397","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L397","ba31c97299c560eda50f464c21b32413ecc3c0b2937ac22fcb8a7367b71ec3b9","24","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 7. 环节横向对比"
"FOHLSRC-FOHLBASE-019-0401-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","401","401","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L401","a193c4b0beea24371f476f1dd0de8eae248a450672d7adc10d7390ba25f96991","205","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 基础模型 / VLM / LLM | API、授权、平台合作、云服务 | 技术强,但机器人商业入口不一定在手里 | 算力、研发、数据 | 低到中 | 机器人客户、调用量、收入 |"
"FOHLSRC-FOHLBASE-019-0402-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","402","402","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L402","7a7f8819b7036be412f6ce6eae3d8dd5ac94b7f1080f8890103b52095a32d8c4","265","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| Agent / 任务规划平台 | API、AaaS、订阅、企业私有化、项目制 | 控制任务入口、工具调用和客户工作流时增强 | 模型调用、工具生态、权限安全、系统集成 | 中 | 任务完成率、权限审计、单位任务成本 |"
"FOHLSRC-FOHLBASE-019-0403-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","403","403","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L403","1988b1dff01d924e0ac111ff6ed6fff1dace307bceca33475e97f63abba42f36","217","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 视觉 / 感知模型 | 算法包、硬件打包、项目制、SDK | 工业场景较强,通用机器人需验证 | 数据、标定、算法、现场适配 | 中 | 机器人部署台数、软件收入、成功率 |"
"FOHLSRC-FOHLBASE-019-0405-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","405","405","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L405","2990c683f80aa714d71f873a49a08fa8b09d9f10167e568a11e5e614eb0b081e","220","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| Grounding / 任务规划 | 本体打包、平台订阅、项目制 | 连接模型和执行系统,潜在话语权高 | 场景数据、异常处理、系统集成 | 低到中 | 任务成功率、异常恢复、客户 |"
"FOHLSRC-FOHLBASE-019-0407-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","407","407","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L407","813399b826b624025b417b3908b55012892de30d9dfa6a93652fae4cc2c86b0b","249","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 世界模型 / 仿真 | 授权、训练平台、数据服务、DaaS / MaaS | 与算力、硬件生态和本体厂数据绑定后增强 | 物理引擎、场景资产、算力、合成数据 | 低到中 | 迁移效果、客户付费、训练降本 |"
"FOHLSRC-FOHLBASE-019-0409-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","409","409","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L409","6e2b8754e006bbf2e1811a34c59891658420e801bb9c4751825385344b783714","272","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业 AI Agent / 控制闭环 | 年费订阅、OPEX、项目软件、机器人执行打包 | 掌握工业数据、工艺 Know-how 和控制入口者强 | 工业数据、OT 适配、现场安全、客户交付 | 中 | 工业 AI 收入、装置数、客户 ROI、续费 |"
"FOHLSRC-FOHLBASE-019-0410-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","410","410","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L410","e428928ef2db1801cd5cc0b74c6351e77aefb96b0e33b099e048bd132ce1bd55","361","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 数据采集 / 数据服务 | 采集设备、数据集、标注清洗、格式交付、微调服务 | 真机任务数据和标准化格式是关键,普通标注话语权有限;无本体采集可降本但要验证迁移质量 | 采集设备、人力、质检、版权合规 | 低到中 | 数据小时量、有效数据率、单价、客户、数据权属 |"
"FOHLSRC-FOHLBASE-019-0411-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","411","411","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L411","6a3095b509330b260e698dc2c76f6bcdccf8761c20d7e59fda0efb0332852897","260","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 端侧算力 / 控制器 | 控制器硬件、边缘 AI 模组、适配服务 | 若进入本体厂平台和量产机型,供应链位置增强 | 芯片、散热、接口、软件适配、制造 | 中 | 机器人客户、出货量、毛利率、平台绑定 |"
"FOHLSRC-FOHLBASE-019-0415-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","415","415","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L415","769ec0b917dfa1930c13c32157b32e096ced5b873b49fbb2525f3a70573f7cb6","354","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-机器人模型与模型协同_详细介绍-07-RISK):风险、限制和投资相关表述不得外推为正式结论或投资建议。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-019-0417-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","417","417","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L417","6d51f9c86703335b93333cba4f567ff39c5a68eefc3fcb6bc755edb28943111f","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 8. 玩家映射"
"FOHLSRC-FOHLBASE-019-0421-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","421","421","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L421","2df5b3d89271541e4593879980b3afd5c8b85500dae64ad1fbd9a9c8234a653c","324","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 基础模型和 AI 平台 | OpenAI、Anthropic、Google DeepMind、NVIDIA、Microsoft、DeepSeek、Qwen / 阿里、腾讯、字节、智谱、MiniMax、科大讯飞、商汤等 | 上游基础模型、VLM / VLA、世界模型、开发平台、仿真和算力生态 | 机器人客户、产品形态、收费、端侧部署 |"
"FOHLSRC-FOHLBASE-019-0423-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","423","423","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L423","70c02a673abd81e72153c0394d7e10b2ac483df1a954f751612b12e523a88b75","421","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 海外具身模型 / 本体厂 | Tesla Optimus、Figure AI、Physical Intelligence、1X、Sanctuary AI、Agility Robotics、Skild AI、Genesis AI、Weave Robotics、Ultra Robotics 等研报线索 | 本体 + 数据 + VLA / 动作策略闭环,部分公司更偏独立机器人基础模型或工业部署平台 | 任务成功率、客户部署、接管率、收费;本轮研报中的产能和效率指标需待验证 |"
"FOHLSRC-FOHLBASE-019-0424-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","424","424","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L424","50124ee7736ddf0864b8c21afd9eb7ba06bfec472b02853bce7c6b25581415db","301","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 国内具身模型 / 本体厂 | 智元、宇树、银河通用、优必选、傅利叶、星动纪元、小米、小鹏等研报线索 | 本体 + 数据 + 模型闭环,部分公司同时做世界模型、仿真和动作平台 | 真实交付台数、数据小时量、客户场景、是否付费 |"
"FOHLSRC-FOHLBASE-019-0425-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","425","425","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L425","92ed44decb30e54e12c1bf372dd87ee53916e4d7e066b5ad39ddce918209800b","279","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 独立 VLA / 机器人基础模型公司 | Physical Intelligence / OpenPI、Skild AI、部分 GR00T 生态线索等 | 通用机器人策略、跨本体泛化、模型授权和微调服务 | 是否能脱离自有本体服务第三方客户,权重 / SDK 是否可商业使用 |"
"FOHLSRC-FOHLBASE-019-0426-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","426","426","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L426","949d2e3a9ebaf4652099c011650cece3d734d83de33617ad67bd856556575c42","353","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人 OS / SDK / 应用平台 | ROS 生态、NVIDIA Isaac / GR00T、OpenPI、LeRobot、SmolVLA、华为云 CloudRobo、Unitree UniStore、国内机器人开发平台、本体厂自建平台 | 模型接入、工具链、开发者生态、动作 / 任务应用分发 | 开发者数量、企业版收费、应用数量、迁移成本、商业许可 |"
"FOHLSRC-FOHLBASE-019-0427-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","427","427","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L427","991714d1ae2753b4b91e8575a20f54931b21edd7301ec08f4501ef18df6dec2f","295","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 视觉 / 感知公司 | 奥比中光、海康机器人、奥普特、凌云光、天准、思看、Cognex、Keyence、Basler 等 | 感知模型、视觉 SDK、任务接口;凌云光另有具身数采和量产检测线索 | 软件收入、机器人客户、算法指标、数据采集订单 |"
"FOHLSRC-FOHLBASE-019-0428-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","428","428","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L428","064c2e8251b3dedf29fec9689801331115eebd53f2272bef47d0305483606262","180","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 语音 / 交互公司 | 科大讯飞、思必驰、云知声、SoundHound 等候选 | 语音交互、对话、意图识别 | 机器人客户、单台授权、是否任务闭环 |"
"FOHLSRC-FOHLBASE-019-0429-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","429","429","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L429","af043ca17cc8d965f93d0950fccb99f97dbf10bbd5979e8580e100a1ec7a6204","295","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 数据采集 / 数据服务 | 海天瑞声、鹿明机器人、觅蜂科技、光轮智能、简智机器人、京东具身数据采集中心等研报线索 | 数据采集、数据集、合成数据、格式交付、微调服务 | 机器人客户、数据小时量、单价、权属和复用 |"
"FOHLSRC-FOHLBASE-019-0430-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","430","430","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L430","ae48005fe4a623f7901a69921d35fd6ad91ad548b5760e4442f9e48e9d04f097","310","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 仿真 / 数字孪生 / 工业软件 | NVIDIA、51Sim、索辰科技、群核科技、华为 SIM Space、COMSOL、Siemens、Dassault、PTC、Cadence、Synopsys 等研报线索 | 物理仿真、合成数据、工业软件、训练环境和闭环评测 | 授权价、机器人客户、Sim2Real、训练降本 |"
"FOHLSRC-FOHLBASE-019-0431-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","431","431","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L431","f0b52379dbd585fad7a4fa64e5b9840d8a3a5b68d485fcfaccdfd803e8842a5e","309","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业 AI / 现场闭环平台 | 中控技术、鼎捷数智 / 能誉科技、华为云、工业互联网平台等研报线索 | 工业大模型、工业智能体、控制系统、巡检 / 防爆 / 多形态机器人管理 | 工业 AI 收入、年费订阅、装置数、客户 ROI、机器人执行比例 |"
"FOHLSRC-FOHLBASE-019-0432-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","432","432","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L432","e7b8bb02ddd0332f1e0bb335164ae50beee8834fee4dda4608d3b7f812142981","229","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 端侧算力 / 控制器 | NVIDIA Jetson / Thor、华为昇腾生态、智微智能、智明达等研报线索 | 机器人边缘 AI 控制器、推理硬件、端侧部署 | 本体客户、适配进度、出货量、毛利率 |"
"FOHLSRC-FOHLBASE-019-0433-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","433","433","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L433","d7006845eb5ee9931807b55f2dd0c75ad02a497af0652bad951c8fedb987edce","278","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| Token / AI 工厂平台 | 百度 Token Factory、阿里 Token Foundry、云厂商、润建股份等研报线索 | 模型推理生产、模型路由、缓存调度、算电协同和标准化模型服务 | 百万 Token 成本、模型服务毛利、SLA、机器人客户占比 |"
"FOHLSRC-FOHLBASE-019-0434-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","434","434","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L434","dbc2d49cac4d447928949f1dc7fc24d9011c51337d792486331ba1d5acc7fe4e","211","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业软件 / 自动化平台 | ABB、FANUC、KUKA、Yaskawa、Siemens、Beckhoff、Rockwell、汇川等 | 工业控制、仿真、任务配置和工艺包 | 软件授权价、席位、机器人业务收入 |"
"FOHLSRC-FOHLBASE-019-0437-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","437","437","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L437","436deffaea2ef9ee1048647b2eaa6ce795c1362af7a5e11366dde1c81a50947d","39","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 9. 企业核心竞争力对比字段"
"FOHLSRC-FOHLBASE-019-0445-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","445","445","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L445","4a2e1dc8539b925656db94a88ddf95f0a5e6ea7cf05bd7b159802a8d06c0a31c","121","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 真实部署 | 演示、内测、试点、小批量、批量部署、规模运营 | 区分视频展示和客户付费 |"
"FOHLSRC-FOHLBASE-019-0446-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","446","446","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L446","9b04a461baddd6a21bc8b2c7a6d60e2c89f751512a5331576f6fbe4935e889d3","136","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户关系 | 本体厂合作、工业客户、服务场景客户、开发者生态 | 需要区分生态、试用、付费和续费 |"
"FOHLSRC-FOHLBASE-019-0447-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","447","447","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L447","426506fd9561342e6c4f8d08e1817dfb5dc04a8b835f9529c6dba51aab90b5ec","110","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 商业化 | API、授权、订阅、RaaS、硬件打包、项目制 | 看客户是否为模型能力付费 |"
"FOHLSRC-FOHLBASE-019-0449-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","449","449","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L449","1eff7eae1498869b669a4ca92f99a929c3c4282cb2d33936923362f00aa9cd01","137","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 团队能力 | 模型、机器人、控制、仿真、产品和交付复合背景 | 单纯 AI 团队或单纯硬件团队都有短板 |"
"FOHLSRC-FOHLBASE-019-0451-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","451","451","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L451","c84b094bea422b1dbce9447f1b0ea21ecd0a4a55514275bf4a149e41c3e80c18","31","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 10. 公司深度拆解模板"
"FOHLSRC-FOHLBASE-019-0459-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","459","459","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L459","326fd6e93e78a1d5ad987d07c3205726ae3a24b635b6d4bb329470084826c6c0","103","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 数据来源 | 遥操作、真实部署、仿真、客户数据、公开数据,注明是否自有 |"
"FOHLSRC-FOHLBASE-019-0461-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","461","461","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L461","1f877c2430de3a9390152d5bcbb4db62cdfc47e3f87cad32fed7d039d56b4ff5","73","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户和场景 | 客户名称、场景、供货阶段、是否付费 |"
"FOHLSRC-FOHLBASE-019-0464-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","464","464","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L464","bb020bcb38db2936fd342333e612d7417334723fada6b693967552c6b22b37a5","76","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 成本结构 | 算力、遥操作、标注、云服务、交付、售后 |"
"FOHLSRC-FOHLBASE-019-0468-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","468","468","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L468","0c2bacca4441ad722a84e3c283b281c9e7d9deb69efb6c1dbfedadb80ac27c24","22","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 11. 核心硬字段"
"FOHLSRC-FOHLBASE-019-0472-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","472","472","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L472","b8eb3267cd97f5b37443f4ec872007eb9f250715d95aed045b105af796b8fd3a","85","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人模型相关收入 | 多数未披露 | 判断是否形成独立利润池 |"
"FOHLSRC-FOHLBASE-019-0473-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","473","473","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L473","b9be00fd2e41c70d69e595b59d3f5d38cc91fdb11ec320b27cc16fbdfd0474f8","64","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 每台软件 / 模型费 | 待补 | 判断按台收入弹性 |"
"FOHLSRC-FOHLBASE-019-0474-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","474","474","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L474","b048db46db27e1d2d48390219a34e4f81518d3d1ace4861c76b417be6c946fcb","68","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| API 调用成本和价格 | 待补 | 判断毛利和可规模化 |"
"FOHLSRC-FOHLBASE-019-0486-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","486","486","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L486","0c5d1132004cc7770029852c1fc61e6537aaa537fd1ad2b2fea9e7827aceb805","94","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 商业许可 | 待补 | 判断开源模型是否可被企业客户合法集成和再销售 |"
"FOHLSRC-FOHLBASE-019-0497-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","497","497","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L497","32b40dd6df3732c644565a48225664a2d83d4b9cc9757be5bc8b9b3c08e91c67","96","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业 AI 装置数 / 年费 | 待补 | 判断工业 AI Agent 是否形成 OPEX 订阅收入 |"
"FOHLSRC-FOHLBASE-019-0498-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","498","498","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L498","ac0f32abcecc7ebf815f51043344d95c28de372aea7eeed2099601ac3a9f1948","49","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户续费率 | 待补 | 判断软件粘性 |"
"FOHLSRC-FOHLBASE-019-0501-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","501","501","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L501","5b0eaba856de0fe969e25318cf863702f08f281652c4372ff3ccc827df829490","25","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 12. 核心验证问题"
"FOHLSRC-FOHLBASE-019-0509-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","509","509","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L509","680e74c969dfa59f4669d7e1482ecb0cc0990313921fe051b52ecf99097cb4ae","82","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司是否掌握真实机器人和客户场景数据 | 判断长期话语权 |"
"FOHLSRC-FOHLBASE-019-0512-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","512","512","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L512","6c989d5415b5dc44e97fad45ede9e73c0ac09a70baa20eee4a5d1c77a5f7c717","88","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 模型能力是否体现在收费、ASP、续费或 RaaS 中 | 判断商业化兑现 |"
"FOHLSRC-FOHLBASE-019-0513-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","513","513","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L513","a162a59820ae58a049f16758722790cec0b1f1d24d34d007560aee58f8ae9e2b","112","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| Token 消耗是否对应真实任务完成,而不是单纯调用量增长 | 判断模型服务收入质量 |"
"FOHLSRC-FOHLBASE-019-0517-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","517","517","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L517","9ac818ba1d75ec5c9c2d822483a9302c32893c0dad4a14200d6d0688f3468b87","79","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 是否依赖外部基础模型 | 判断成本、可控性和供应链风险 |"
"FOHLSRC-FOHLBASE-019-0519-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","519","519","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L519","ae669eb83b264c35f5c0690448678f49c55af57b88558006b960e6644991927c","139","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高权限操作、设备控制和跨系统调用是否有日志、回滚和责任边界 | 判断企业客户和物理场景落地风险 |"
"FOHLSRC-FOHLBASE-019-0520-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","520","520","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L520","50dee26026898cfdfcd857dd0d79524686c705fb6f9e85c8340fb1520191053c","76","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 是否形成开发者生态或客户迁移成本 | 判断平台化潜力 |"
"FOHLSRC-FOHLBASE-019-0523-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","523","523","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L523","cc83351c25887fe185cc31d55fa8a8c4b0c2c2a289cee504120b8308600a98b5","22","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 13. 阶段性结论"
"FOHLSRC-FOHLBASE-019-0525-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","525","525","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L525","c9330d7d0326c90d510be93c0d99429bdc423d95d727ca8429bdb95b18513281","246","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","第一轮先把机器人模型分成“感知、交互、Grounding、任务规划、动作策略 / VLA、世界模型、安全评估”七层。后续所有公司和资料都应先落到这七层里,再比较数据、客户、部署和收费。"
"FOHLSRC-FOHLBASE-019-0527-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","527","527","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L527","73c69c5334fa1dc389f2f4b577528be8563b69bb4997c41fd2af0416b253f909","458","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","短期最容易验证收入的不是 VLA,而是视觉模型、语音 / 交互模型、工业 AI 软件、服务机器人云平台、调度运维、数据服务、仿真工具和 SDK 支持。中期更值得跟踪的是任务规划、Grounding、端云混合、数据闭环和动作 / 任务应用生态。长期弹性来自 VLA、世界模型和通用动作策略,但必须用真实部署、任务成功率、接管率和单位经济模型约束叙事。"
"FOHLSRC-FOHLBASE-019-0529-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","529","529","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L529","83240d641b5ac336de59ac9cda824f4c70a165e1e8d56199a53cd62719b0c5bd","404","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","下一轮补证优先级:先补本体厂和服务机器人厂商的模型部署、云服务费、任务成功率和接管率;再补 AI 平台与机器人客户合作、API / 授权价格、端侧部署;然后补数据采集 / 数据服务公司的机器人客户、数据小时量、单价和权属;最后补 VLA / 世界模型的任务泛化、数据规模、仿真迁移效果和商业收费。"
"FOHLSRC-FOHLBASE-019-0531-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","531","531","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L531","c4aa6db619e79a452f0fa2f3cf6c0383aefd063ba90eb98ae2a93966e259d9c9","31","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 14. 资料来源和置信度"
"FOHLSRC-FOHLBASE-019-0538-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","538","538","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L538","86b0b39f27c1e01644e341d4dd8a42c21c3fd4b637dc954e64a69899591b24b5","250","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| `data/report/embodied_intelligence/batch_summary.json` 及对应 Markdown | 用于补充 VLM / VLA / 世界模型、具身数据、仿真平台、端侧算力和玩家线索 | 低;批次 28 篇均为 `low_confidence`,2 篇为扫描 PDF 回退 |"
"FOHLSRC-FOHLBASE-019-0539-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","539","539","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L539","5ac6fff07ae7cc1b5f86cd2fe0ee85e81272f5fd6e618994208a4f8d452ab5f1","214","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| `data/report/large_model/batch_summary.json` 及对应 Markdown | 用于补充 Agent、Token / 模型服务、工业 AI Agent、具身数采和物理 AI 平台线索 | 低;批次 28 篇均为 `low_confidence` |"
"FOHLSRC-FOHLBASE-019-0541-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","541","541","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L541","011cc3fa5a77d127568f38675034c5eb7a477dce8f340791c18a7eedd4737f19","294","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| DROID / BridgeData V2 / RoboNet 等公开机器人数据集项目页 | 用于补充数据规模、轨迹数、场景数、任务数、机器人本体和跨本体泛化线索 | 中;公开项目页披露的规模字段较可靠,但数据质量、复用价值和商业可得性仍需另证 |"
"FOHLSRC-FOHLBASE-019-0542-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","542","542","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L542","be061d62c837d7e56e35fa187b8a3fb718a11d7ee5231c4b69692e12a1ae7159","423","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| Figure、Tesla、1X、Skild AI、Sanctuary AI、Agility、Genesis、智元、宇树、银河通用、优必选等本体厂 / 模型公司官网和产品页 | 用于补充本体厂自建模型闭环、客户部署、场景定位、开放平台、世界模型 / VLA / 工具链和商业化线索 | 中;官网适合确认产品和路线,真实收入、部署规模、接管率仍需年报、客户案例或访谈复核 |"
"FOHLSRC-FOHLBASE-019-0543-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","543","543","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L543","b8fdf601408d5856eb27b0c8a4b5a312b3469349c15563a1d796c35c98e81b26","310","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| Gemini API pricing、NVIDIA Isaac / GR00T / Cosmos、OpenPI、LeRobot、SmolVLA、UMI 等开发者文档和开源项目页 | 用于补充 API / 授权 / 工具链 / 开源权重 / 微调 / 低成本数据采集等字段 | 中到高;技术和许可口径较可靠,商业采用和客户付费仍需另证 |"
"FOHLSRC-FOHLBASE-019-0545-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","545","545","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L545","bac66e1f27a2e8dae78335e0bcadba8164dc5f422dd2afaecb086683e379267f","100","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 后续年报、官网、产品手册、客户案例 | 用于补硬字段和修正结论 | 待补 |"
"FOHLSRC-FOHLBASE-020-0004-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","4","4","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L4","921b94ff7ba01c586b8e700aa531b6a0e4f067670bacf580729b9351f42f9d99","35","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> case_id: ANA-ROBOT-INDUSTRY-001"
"FOHLSRC-FOHLBASE-020-0005-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-020-0005-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-020-0006-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","6","6","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L6","51ddefb06b154109ad40b8a957ea1dc8d5f6ce2e5ab03823e2d66f370c5111b7","43","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> batch_id: BATCH-ANA-ROBOT-MIGRATION-001"
"FOHLSRC-FOHLBASE-020-0007-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-020-0007-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-020-0010-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","10","10","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L10","6b70fdf4319b34a38405a95b6e109c6b55a71a355b6c2d255ed66038aa349b03","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> frozen_date: 2026-07-03"
"FOHLSRC-FOHLBASE-020-0012-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","12","12","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L12","229e5b6f2d71cd5b4705f7f20be8540ea151a520c9cbe1234c970c6502cc9304","24","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0. 冻结复核结论"
"FOHLSRC-FOHLBASE-020-0015-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","15","15","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L15","cd79cd837d92015495dff874aaa02b5e4a015d3140260011f8331796c19e169b","173","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 当前冻结含义是“稳定文件名、稳定入口、稳定来源映射和正式返修基线”,不是审核通过、不是对外交付版,也不是投资建议。"
"FOHLSRC-FOHLBASE-020-0016-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L16","0aa52cb542375b1ce733a79e7ea3b57f8e038aa1b85ab2b210ae71f4551b4274","335","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 证据状态统一按 SUBINDUSTRY14_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-020-0016-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L16","0aa52cb542375b1ce733a79e7ea3b57f8e038aa1b85ab2b210ae71f4551b4274","335","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 证据状态统一按 SUBINDUSTRY14_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-020-0017-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","17","17","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L17","91a4ef370f9100b0b6bd534d7e3cfbb1c86d35994cf860bab33246e2b3e514c7","129","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 复核备注:已按 P0 细分环节首批迁入;正式结论前需补证据等级、硬字段来源和人读质量复核。"
"FOHLSRC-FOHLBASE-020-0019-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L19","2101f9421c0c28216ff7b7164ba69bb78cfa598f1062e3c0e961f6ae10ca9c33","57","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-020-0019-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L19","2101f9421c0c28216ff7b7164ba69bb78cfa598f1062e3c0e961f6ae10ca9c33","57","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-020-0021-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L21","012395b7dbe1497463706c71f3b3d2fa26c054fae7c3ae2d969aae153f1bbcf0","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 本节为 14 个子行业页输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、覆盖完整、对外交付或完成状态。"
"FOHLSRC-FOHLBASE-020-0021-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L21","012395b7dbe1497463706c71f3b3d2fa26c054fae7c3ae2d969aae153f1bbcf0","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 本节为 14 个子行业页输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、覆盖完整、对外交付或完成状态。"
"FOHLSRC-FOHLBASE-020-0023-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","23","23","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L23","9c00e401c231910ed3a087d948f675b1f60be8894af072a760894672ce3131bc","221","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 强字段统一降读:市场规模 / 出货量、ASP / 单机价值量、客户供应链、主供 / 独供、产能 / 产销、毛利 / 份额 / 利润池等,只能保留为待核验事实、研报测算或缺口。"
"FOHLSRC-FOHLBASE-020-0027-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","27","27","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L27","4e56cbb145541fac37589f6c8fca82b2dee1170ab478f7c3ebf99111766af9cc","247","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 细分环节定义 / 产品边界 | 范围 / 产品层待审线索 | 保留为既有研究承接线索,正式输出前需按研报体系确认定义、边界和排除项。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-020-0028-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","28","28","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L28","8db27a01e102c745588307d23f7c862575f72ee85bef4734d5d991f516bc27f9","232","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产业链位置 / 上中下游路径 | 范围 / 产品层待审线索 | 仅作为待审结构化归类,不等同完整产业链覆盖或正式图谱结论。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-020-0029-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","29","29","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L29","6281375fecc81a256a54d732fe1d8e4b247e7c67d5512fe288176dfaca9b94a3","235","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 技术路线 / 产品形态 | 范围 / 产品层待审线索 | 保留技术路线和产品形态描述,但参数、路线胜率和商业化阶段不得外推。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-020-0030-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","30","30","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L30","8bf26ea3cba76c2aacd0a839d55f06522c229cda4248f679685ce19f5b5810fd","223","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 相关公司 / 供给格局 | 范围 / 产品层待审线索 | 公司映射仅为迁移草稿口径,不代表正式公司池或覆盖完整判断。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-020-0031-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","31","31","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L31","3fffbd08348755ecaa04fe0fa336d27bf68efebf42d0265b9ce87addc9795b08","269","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 市场规模 / 出货量 / 渗透率 | 待核验 / 测算 / 缺口保留 | 市场规模、出货量、CAGR、渗透率等测算必须保留为待核验或研报测算,不得写成确定事实。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-020-0031-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","31","31","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L31","3fffbd08348755ecaa04fe0fa336d27bf68efebf42d0265b9ce87addc9795b08","269","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 市场规模 / 出货量 / 渗透率 | 待核验 / 测算 / 缺口保留 | 市场规模、出货量、CAGR、渗透率等测算必须保留为待核验或研报测算,不得写成确定事实。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-020-0032-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","32","32","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L32","64f80a1464adf1fb6e6e05725120d95de85fdc34837d1d326af9ad984f74fac2","255","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| ASP / 单机价值量 / BOM 价值 | 待核验 / 测算 / 缺口保留 | ASP、单机价值量、BOM 占比和价格带必须标注测算来源或缺口,未补证前不得升级。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-020-0032-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","32","32","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L32","64f80a1464adf1fb6e6e05725120d95de85fdc34837d1d326af9ad984f74fac2","255","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP / 单机价值量 / BOM 价值 | 待核验 / 测算 / 缺口保留 | ASP、单机价值量、BOM 占比和价格带必须标注测算来源或缺口,未补证前不得升级。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-020-0033-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L33","71413faf60199ea9ae2e99d2c792fabfd0291bfddc576ed8d815578c9b4f09ed","247","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 客户 / 主供 / 独供 / 供应链阵营 | 待核验 / 测算 / 缺口保留 | 客户、主供、独供、阵营归属和供应关系需公司侧或客户侧官方证据。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-020-0033-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L33","71413faf60199ea9ae2e99d2c792fabfd0291bfddc576ed8d815578c9b4f09ed","247","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户 / 主供 / 独供 / 供应链阵营 | 待核验 / 测算 / 缺口保留 | 客户、主供、独供、阵营归属和供应关系需公司侧或客户侧官方证据。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-020-0034-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L34","028d80d746d7ccf22c47ee5e92a742ded1e94aba35ed811f07eb2ce140647539","259","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产能 / 产销 / 交付 / 良率 | 待核验 / 测算 / 缺口保留 | 产能、产销、交付、良率、寿命和可靠性均保留待核验,不得由研报迁移稿直接确认。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-020-0034-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L34","028d80d746d7ccf22c47ee5e92a742ded1e94aba35ed811f07eb2ce140647539","259","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产能 / 产销 / 交付 / 良率 | 待核验 / 测算 / 缺口保留 | 产能、产销、交付、良率、寿命和可靠性均保留待核验,不得由研报迁移稿直接确认。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-020-0035-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L35","5d64da9a832693f9c64eba84a8f4b8ff8e11a200dc0f04617af088b1395e1ed6","262","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 毛利 / 份额 / 利润池 / 话语权 | 待核验 / 测算 / 缺口保留 | 毛利、份额、利润池和话语权判断只能作为待审分析,不构成正式结论或投资建议。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-020-0035-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L35","5d64da9a832693f9c64eba84a8f4b8ff8e11a200dc0f04617af088b1395e1ed6","262","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 毛利 / 份额 / 利润池 / 话语权 | 待核验 / 测算 / 缺口保留 | 毛利、份额、利润池和话语权判断只能作为待审分析,不构成正式结论或投资建议。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-020-0037-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","37","37","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L37","ae01a7faaf01b0ea525d4b9e250d3544ea8ffedc2d49f34927c0f66827a6cd27","129","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/subindustry14_field_downgrade_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-020-0039-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L39","ca11e704d49f4a2dd3073d92d19772b04fa8a551195f94b650f457dd1c6e7a2a","63","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-020-0039-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L39","ca11e704d49f4a2dd3073d92d19772b04fa8a551195f94b650f457dd1c6e7a2a","63","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-020-0043-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","43","43","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L43","90e462ecb148c59615fe2265334e1a379d1b892e751c1ee787014862875c9be0","197","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 核心结论 / 环节定位 | 将赛道结论、价值判断和商业化阶段降读为待审分析,不写成审核通过结论。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-020-0044-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","44","44","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L44","c30461c0700dc301eb90303898ca61e4492d5c7c51bc96a9e63b0c194b6db475","200","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产品边界 / 技术路线 | 产品和路线描述保留为待审结构,明确不能替代参数、可靠性或路线胜率证据。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-020-0045-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","45","45","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L45","692b78c0f1644130a50fd895f9aa614fb10e9e4b8b37fed5f01054da8aa3c417","196","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 市场规模 / 出货 / 渗透 / ASP 测算 | 市场空间、出货、渗透、ASP 和单机价值量均需标注测算或缺口。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-020-0045-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","45","45","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L45","692b78c0f1644130a50fd895f9aa614fb10e9e4b8b37fed5f01054da8aa3c417","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 市场规模 / 出货 / 渗透 / ASP 测算 | 市场空间、出货、渗透、ASP 和单机价值量均需标注测算或缺口。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-020-0046-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L46","4fae98732121536c72cb59d86ecad15783b3188975d333e7905574d6e5219536","209","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产业链拆解 / 价值量 / 利润池 | 价值量、利润池和毛利判断降读为研报测算或分析判断,不能写成确定事实。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-020-0046-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L46","4fae98732121536c72cb59d86ecad15783b3188975d333e7905574d6e5219536","209","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产业链拆解 / 价值量 / 利润池 | 价值量、利润池和毛利判断降读为研报测算或分析判断,不能写成确定事实。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-020-0047-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","47","47","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L47","ff8af3b63897d9e23cb1e24af2e7532c9ffb4d15e4aa83c5c640eedd4cf66b4e","179","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 公司格局 / 竞争份额 | 公司映射、竞争份额和卡位判断不代表正式公司池或覆盖完整。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-020-0048-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L48","6a1be6d5cedd135abc33fa473bf1788d3ac39533700992e20fb3710ac3b03552","197","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 客户供应链 / 产能交付 | 客户、主供、独供、产能、交付和良率保持待核验,需官方或客户侧补证。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-020-0048-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L48","6a1be6d5cedd135abc33fa473bf1788d3ac39533700992e20fb3710ac3b03552","197","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户供应链 / 产能交付 | 客户、主供、独供、产能、交付和良率保持待核验,需官方或客户侧补证。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-020-0049-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L49","65adc2cb7d697fa50f2d7df218078564fc9e042204bf9fddd519332d0f157325","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-020-0049-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L49","65adc2cb7d697fa50f2d7df218078564fc9e042204bf9fddd519332d0f157325","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-020-0051-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","51","51","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L51","fb061b6bcae56bc314070d18f434ab263b9397bfed2b1d2cf0ed9bae27ac6ad3","128","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/subindustry14_body_downgrade_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-020-0055-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","55","55","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L55","893bf1c0183875ac3bc0f005777b3680afd91769e4322beaab5e72a51c74a669","23","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 日期:2026-06-06"
"FOHLSRC-FOHLBASE-020-0058-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","58","58","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L58","1de159265c58c59a3718aacd9a8d1877af7887cdce4814a9c11070a64b70a90f","182","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 证据口径:初版不直接给出市场规模结论,先建立口径与验证字段;涉及规模、份额、价格和收入的内容后续需用研报与公开资料补证。"
"FOHLSRC-FOHLBASE-020-0060-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","60","60","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L60","12fbcaf6b88f0ce252aa265369278cc04ab4ff0935a9966dc0c97544988d4175","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 1. 核心结论"
"FOHLSRC-FOHLBASE-020-0064-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","64","64","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L64","2eaca9d46f48f74b4d0590cbf6f8206c5921a70675303e4768e71240e263c845","250","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","短期商业化更确定的环节,是已经进入工业和物流场景的软件:工业机器人编程仿真、机器视觉算法、AMR 调度、设备管理和项目运维。这些环节有客户、有部署、有项目制或订阅收费基础。"
"FOHLSRC-FOHLBASE-020-0066-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","66","66","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L66","2a90c44ce68beda6cc55c9d12c21ec76b4947f674178fb6b7779d849c6182e48","299","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","人形机器人和具身智能软件的市场弹性最大,但当前更应关注验证指标,而不是直接放大市场空间。关键指标包括真实部署台数、任务成功率、远程接管率、软件是否独立收费、每台月费、RaaS 收入、客户复购和数据闭环效率。"
"FOHLSRC-FOHLBASE-020-0068-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","68","68","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L68","6256e503bf9b96843c803fb64b9da866add5661c5eff0b864a5b44e5b96db177","363","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-机器人软件与智能系统_市场分析-01-CORE):核心结论、赛道空间、产业位置和商业化判断均需降读为待审分析。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-020-0070-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","70","70","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L70","3405fa53ed958667dd6c2da247491ee4173c8ecbb3062828ab662dc6dfd76dbd","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 2. 市场分层"
"FOHLSRC-FOHLBASE-020-0072-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","72","72","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L72","fa9e20fc79c053ecea4e8b82db44e1dc34c8115e8a79b1a4ad80b87999d6dc8f","67","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 市场层级 | 典型产品 | 商业化成熟度 | 主要客户 |"
"FOHLSRC-FOHLBASE-020-0075-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","75","75","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L75","74f753db68e5aa4a73f4c913a03a98604f77f11208520f212af850e09af25fed","152","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器视觉与 3D 感知软件 | AI 质检、视觉引导、6D 位姿、3D 重建、SDK | 成熟到成长 | 工业制造、物流、机器人厂商 |"
"FOHLSRC-FOHLBASE-020-0080-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","80","80","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L80","aaa5c3e33c41845972e23d3a14ba45f653e352cbd99449ac2b70cf96b9f63f07","168","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 安全、远程接管与运维 | 远程监控、日志、权限、接管、安全策略、预测维护 | 早期到成长 | 本体厂、RaaS 运营商、企业客户 |"
"FOHLSRC-FOHLBASE-020-0082-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","82","82","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L82","996d08423aae2cfaf5baf5a20d5e6e07ebdc50124543f6d7e0df30d851d95f89","32","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 2.1 模型协同市场主线"
"FOHLSRC-FOHLBASE-020-0084-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","84","84","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L84","25299c1282b5d35c55658c3f463a89090cbfbdc4ec19fdb0e811f7a552a84406","580","0","../../../../raw/existing_research/机器人模型与模型协同市场梳理结果.md;../../../../raw/existing_research/机器人模型与模型协同产业链梳理结果.md","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","SOURCE_SUPPORTED_WITH_SAME_SCOPE","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","机器人模型市场后续单独跟踪,重点不是估算“大模型市场空间”,而是判断模型能力是否形成客户付费、整机 ASP 溢价、按台订阅、RaaS 收入、API / 授权收费、交付降本和数据闭环。第一轮框架已沉淀到 [机器人模型与模型协同市场梳理结果](../../../../raw/existing_research/机器人模型与模型协同市场梳理结果.md),对应产业链结构见 [机器人模型与模型协同产业链梳理结果](../../../../raw/existing_research/机器"
"FOHLSRC-FOHLBASE-020-0086-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","86","86","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L86","14487e844d5749b0ab1af5600e99b47b67eda2a580053b2c9ade5b127cce87b7","222","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","后续新增资料应优先回填模型部署台数、任务成功率、远程接管率、单台软件费、API / 授权价格、云推理成本、训练数据规模、客户续费和模型是否进入真实任务闭环。"
"FOHLSRC-FOHLBASE-020-0088-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","88","88","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L88","a2615271a9971e9c1ba491c2b793aea5e8597413b3a62da6973875accea17725","446","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","本轮具身智能研报回填后,市场侧除 VLA / 世界模型本身外,还要单独跟踪具身数据服务、仿真 / 世界模型工具链、端侧 AI 控制器、实景实训项目和动作 / 任务应用平台。它们可能比通用动作模型更早形成收入,但本批研报整体为低置信度处理结果,涉及价格、数据成本、出货、产能和客户进展的数字仍需公告、年报、官网或合同补证。"
"FOHLSRC-FOHLBASE-020-0090-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","90","90","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L90","afecd6ea1e8c14cc624c63991fe282198cb8d43edc74c75fc237a6198a0d0173","459","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","本轮大模型研报回填后,市场侧还要补充 Agent / AaaS、Token / 模型服务、Token 工厂、工业 AI OPEX 订阅这几类口径。对机器人而言,不能只看大模型调用量或通用 AI 收入,而要看模型是否降低机器人任务的单位成本、是否支撑可审计的高权限执行、是否进入真实工厂 / 仓储 / 服务现场,并最终体现为软件费、订阅费、装置年费、RaaS 收入或交付降本。"
"FOHLSRC-FOHLBASE-020-0092-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","92","92","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L92","fc65cb9804de7e26c7c6878d37f4de5656c865a5991cd97b6fbe65ec57f8697f","360","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-机器人软件与智能系统_市场分析-02-PRODUCT):产品边界、技术路线和环节拆分仅保留范围 / 产品层待审线索。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-020-0094-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","94","94","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L94","acbcf07a3584f86e36d9dd25d94449786abcb1195c84823817f0f9375d27c690","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 3. 商业模式"
"FOHLSRC-FOHLBASE-020-0098-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","98","98","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L98","1a1e5910e3be17010565c39d0cf72176980935f112b61ca8403b100d34b176b5","154","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 永久授权 | 一次性授权、版本升级另收费 | 工业编程仿真、控制软件 | 客户接受度较高 | 增长依赖新增客户和升级 |"
"FOHLSRC-FOHLBASE-020-0099-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","99","99","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L99","7c3e0a66b88f44b22f0138c530f90aa6577232733d60b77d7c23802b5428ebb8","178","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 订阅 | 年费、月费、席位费、云平台费 | 调度、运维、开发平台、视觉软件 | 收入可持续,利于估值 | 续费率和客户活跃度需要验证 |"
"FOHLSRC-FOHLBASE-020-0100-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","100","100","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L100","2f9d8e1debb514c18e6d7d1645991d0c60245210831b762f7fcdd9637a334910","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 按机器人台数收费 | 每台每月软件费或管理费 | AMR、服务机器人、人形机器人平台 | 和装机量直接绑定 | 单台价格、停机责任和运维成本影响毛利 |"
"FOHLSRC-FOHLBASE-020-0101-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","101","101","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L101","446a4409b7281af451c97841ef88e6c6721851011a17912fb77ef16e4e3e1aa6","195","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 按任务 / 按小时收费 | RaaS、远程操作、结果交付 | 人形、服务、物流、特种机器人 | 更接近客户 ROI | 任务成功率、利用率和远程人力成本难度高 |"
"FOHLSRC-FOHLBASE-020-0102-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","102","102","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L102","25918df18997c238c247328d6e22ac41d9d565b2c5d9e49411ad1a14201c8f3b","181","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 硬件打包 | 软件随机器人、本体、控制器或视觉硬件交付 | 本体厂、控制器、视觉、协作机器人 | 利于客户采购 | 软件价值难单独拆分 |"
"FOHLSRC-FOHLBASE-020-0103-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","103","103","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L103","0ec0ef76c63382f80572d8826a7e9952969a1bf236608cc90ec4e55eb70eedd7","172","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 项目制 / 系统集成 | 按项目交付、定制开发、售后维护 | 工业、物流、服务机器人 | 容易落地 | 标准化差,毛利受交付成本影响 |"
"FOHLSRC-FOHLBASE-020-0106-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","106","106","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L106","4e0609b5a13781d9ba51fc45ac5b72d273f7000f407bdbbbe37e7585ac0e1dbf","366","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-机器人软件与智能系统_市场分析-03-MARKET):市场规模、出货量、渗透率、ASP 和单机价值量均需标注测算或缺口。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-020-0108-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","108","108","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L108","a9f29e558fbe9871041c19216115d0052c20f302e0e57238391afb239539874c","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 4. 市场成熟度判断"
"FOHLSRC-FOHLBASE-020-0112-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","112","112","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L112","f2123d300a36723b10f172e281567490908d6675855d72a9cd2a48e6a7709fc6","181","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 成熟 | 工业机器人编程仿真、传统控制软件、机器视觉软件 | 已有工业客户和软件产品形态 | 补收入、授权价格、客户结构、海外对标 |"
"FOHLSRC-FOHLBASE-020-0114-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","114","114","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L114","c25e42ac770c8869d4e4432ed4a990786c6f63696ced11d20b13e18234ff53e9","154","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 早期 | 数据平台、仿真训练、遥操作系统 | 与本体厂研发和部署强相关 | 补数据规模、采集成本、训练效率、客户 |"
"FOHLSRC-FOHLBASE-020-0116-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","116","116","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L116","d41096d27b1b9d57d8d5eed04085b305c9e3444aa71047c9dced57d714eb45e4","160","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 潜在必要项 | 安全合规、远程接管、日志、权限 | 大规模部署后重要性上升 | 补法规、客户要求、事故责任和保险成本 |"
"FOHLSRC-FOHLBASE-020-0118-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","118","118","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L118","a64870f59fe66b2f912006de1366c590136a4aa5333d459a3a00293440f2bc8c","349","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-机器人软件与智能系统_市场分析-04-CHAIN):产业链价值量、利润池和话语权判断不能替代证据结论。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-020-0120-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","120","120","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L120","2dce196d80e9d29d175e7f7f45b5fc5e0e899ca457f431ed192916996a3257ff","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 5. 价格与收入字段"
"FOHLSRC-FOHLBASE-020-0126-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","126","126","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L126","6569f5f768ba234f0fd511b8587cc611ee334515b8bdab727f7642778d3e4a54","97","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 软件收入 | 公司披露的软件、云平台、工业软件、机器人软件收入 | 高 |"
"FOHLSRC-FOHLBASE-020-0127-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","127","127","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L127","27dc0aa651b4c2a90daeb875070a2ff7946674130122310eb9f743b559d5d36e","79","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 软件收入占比 | 软件收入 / 机器人相关收入或总收入 | 高 |"
"FOHLSRC-FOHLBASE-020-0130-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","130","130","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L130","228602544ef8a909c547eefc779cc11a195ce72258927f51f7c5955aabde4a3c","80","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 每台机器人软件费 | 软件 ARR / 装机台数,或合同拆分 | 高 |"
"FOHLSRC-FOHLBASE-020-0133-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","133","133","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L133","d6a89ecde2c04aab4e8a76fa29b38a1707a149790a5b81da9ce803aeeb129522","76","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 部署台数 | 软件覆盖的机器人或客户现场数量 | 中到高 |"
"FOHLSRC-FOHLBASE-020-0137-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","137","137","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L137","d1caa018cbd5da993d79ae5e876091e040ba4646c8d74cecd5269c1634b1d672","82","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 运维成本 | 客户成功、远程监控、现场维护、版本管理 | 高 |"
"FOHLSRC-FOHLBASE-020-0139-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","139","139","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L139","205a95e7e037f1f83d8dff9a1d912d705959bfb54b206c0e10a9223fea223ae1","360","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-机器人软件与智能系统_市场分析-05-COMPANY):公司映射、竞争格局和份额判断不代表正式公司池或覆盖完整。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-020-0141-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","141","141","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L141","1c3b0f3608e031600a47ee9b4366305e776f46e5626782716a22ccfc1e6216cf","24","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 6. 玩家市场定位"
"FOHLSRC-FOHLBASE-020-0143-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","143","143","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L143","2211422e9da8112efb4a7d668f01de0598f905926efda14c260989314bee32f6","58","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 玩家类型 | 市场地位判断 | 收入验证难点 |"
"FOHLSRC-FOHLBASE-020-0145-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","145","145","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L145","17cb70b83e759252e32b3c1a4c348a1b9e4b050e50d89780070b743de6c40e88","160","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 本体厂自研软件 | 掌握机器人硬件、客户场景和数据闭环,最可能沉淀真实任务能力 | 软件多与整机打包,难以拆收入 |"
"FOHLSRC-FOHLBASE-020-0146-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","146","146","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L146","2f5f23ed3a46a0f92ed340e6342a80a5ba7e3a4a05f97b28b7e33bb9b6ecc0cc","160","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业机器人龙头 | 编程、仿真、控制和客户生态成熟,工业场景话语权强 | 机器人软件收入常混在自动化或服务收入中 |"
"FOHLSRC-FOHLBASE-020-0147-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","147","147","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L147","f14f40216cdd7483795214c88976a5b3542bba85904fba67b89564496d217fee","142","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业自动化平台 | 控制器、PLC、运动控制和工业软件生态可迁移到机器人 | 人形机器人专用收入证据偏弱 |"
"FOHLSRC-FOHLBASE-020-0148-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","148","148","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L148","8d9a8da3e09b889b23c0247932f9bf0af38ced776198a933251d7f87f3c92438","163","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器视觉厂商 | 视觉算法和工业客户基础较强,AI 质检和视觉引导有收费基础 | 机器人应用占比和软件 / 硬件拆分不透明 |"
"FOHLSRC-FOHLBASE-020-0149-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","149","149","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L149","6f716327d12963ca2924f15ed2abc1d00fd3e07ee204771defe86c8e2bef6442","130","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| AMR / 物流机器人厂商 | 调度软件和项目部署口径较清晰 | 软件单独收费、续费和项目毛利需要拆 |"
"FOHLSRC-FOHLBASE-020-0150-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","150","150","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L150","ee9ab88a9d86bd407a4b3d05f82a11b57f1f60440f49e027b94c3c460ac4789d","142","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 大模型 / AI 平台 | 技术能力和生态资源强,可能成为具身智能底座 | 机器人商业收入和客户部署需要验证 |"
"FOHLSRC-FOHLBASE-020-0151-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","151","151","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L151","c804d0a0a0cd9f698a34623bdcb217f25e306b7040483b3d4c675698e5f97d54","124","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 仿真 / 数据平台 | 连接训练效率和开发者生态 | 收入规模、客户付费意愿和平台壁垒要验证 |"
"FOHLSRC-FOHLBASE-020-0153-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","153","153","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L153","ac403143937f9f3243417a9bb5e1c43e0a0aa38c4b9da6eb667db104fe3e33eb","365","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-机器人软件与智能系统_市场分析-06-SUPPLY):客户、主供、独供、产能、交付、良率和寿命需官方或客户侧补证。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-020-0155-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","155","155","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L155","b56188b5972264f413cf312a7f53f16a8ebd60a8fa7e62751dba4f2074ee0bcb","21","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 7. 重点公司池"
"FOHLSRC-FOHLBASE-020-0159-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","159","159","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L159","6a06865271640189da7a3dd2040c3332fe6ac138122d215ae847335887da84c2","222","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形 / 具身软件 | Tesla Optimus、Figure AI、1X Technologies、Sanctuary AI、Boston Dynamics、Agility Robotics、Apptronik、智元、宇树、优必选、傅利叶、乐聚、开普勒、星动纪元、众擎 |"
"FOHLSRC-FOHLBASE-020-0166-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","166","166","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L166","9c54c18b2bbc4741555990682d6849edf62dbb12b19dcb01c5c6c77b5663d2da","354","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-机器人软件与智能系统_市场分析-07-RISK):风险、限制和投资相关表述不得外推为正式结论或投资建议。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-020-0168-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","168","168","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L168","6106da4d3742a6cb1ba116ae8e93aaf3d7d4eeb70356785f17e15078577e84af","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 8. 增量机会"
"FOHLSRC-FOHLBASE-020-0172-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","172","172","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L172","d4e9146c830fa7e8e996aa01012250a5bef7ab70a92fe9717ab06d57e4b1b714","169","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人从样机走向部署 | VLA、全身控制、遥操作、远程运维、安全系统 | 真实客户、部署台数、任务成功率、接管率下降 |"
"FOHLSRC-FOHLBASE-020-0173-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","173","173","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L173","0662641cdac6f66b985b54dd396e2d410ead3663ae4d06b5f893e0b0c9bcc355","162","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| AMR 和复合机器人项目复制 | 调度软件、群控、WMS / MES 对接、运维平台 | 项目复购、客户行业扩散、单项目交付成本下降 |"
"FOHLSRC-FOHLBASE-020-0174-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","174","174","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L174","4774c6401d9ba88549c31cadda2460347210d8c243d49ab53872f62c6fb7ee45","142","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业机器人易用性提升 | 离线编程、仿真、视觉引导、低代码开发 | 中小客户采用率提升,集成周期缩短 |"
"FOHLSRC-FOHLBASE-020-0175-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","175","175","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L175","0c6b27291f68d6674b22f142a2703f65835e037daecf6d4d565480797d224f5d","123","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 服务机器人场景升级 | 多模态交互、云平台、设备管理、内容运营 | 客户 ROI 和续费率明确 |"
"FOHLSRC-FOHLBASE-020-0177-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","177","177","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L177","9199cc6688b41cfa226a99e16be6c9266d53379807c47f13635e4fd60bf8a701","130","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 安全合规要求提高 | 日志、权限、远程接管、人机安全系统 | 部署规模扩大、客户责任边界明确 |"
"FOHLSRC-FOHLBASE-020-0179-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","179","179","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L179","36ba6399c811e3bf4810859adbccdfc5cdc4b416b02b3da9d1035c16582b0671","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 9. 当前缺口"
"FOHLSRC-FOHLBASE-020-0183-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","183","183","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L183","b8f34049da64ac58d8d9cabf62301403eb689e6e0032056cdd6b69dddff303b3","76","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 缺少机器人软件收入拆分 | 难以判断软件市场真实规模 |"
"FOHLSRC-FOHLBASE-020-0187-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","187","187","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L187","fdcdc2adb7516ab95cd644b424ddb0b4c4f4816b632c62064747cd62c94da261","61","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 缺少客户复购和续费率 | 难以判断软件粘性 |"
"FOHLSRC-FOHLBASE-020-0190-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","190","190","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L190","ed980561e3c284eb6a8fe89d2d1749350ae68cf872f16cf68ec762c6b179272b","28","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 10. 下一步资料需求"
"FOHLSRC-FOHLBASE-020-0195-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","195","195","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L195","d62c7187ae78c6a6eaf38af8d07ad373bb4e417fa20894cf50d521b20d6750eb","98","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| AMR 调度软件项目、中标、客户案例 | 高 | 补项目金额、部署台数、复购 |"
"FOHLSRC-FOHLBASE-020-0197-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","197","197","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L197","b8fbd5ab2f123d052f89e19b03b5c33585f1800a14949312f5a511c3a4cb0675","83","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器视觉 AI 软件价格与客户案例 | 中高 | 拆硬件与软件价值 |"
"FOHLSRC-FOHLBASE-020-0198-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","198","198","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L198","bcc18824eff933d3d199796fa37f999fdd97f610c5c78bba68948c4f904d2c0d","94","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 大模型 / AI 平台机器人合作资料 | 中高 | 验证是否有机器人商业入口 |"
"FOHLSRC-FOHLBASE-020-0201-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","201","201","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L201","13c013d9b9be3916974dfb301a9b22ecd150eb0ccac21d0bd97a9785d9abbbc0","19","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 11. 初步判断"
"FOHLSRC-FOHLBASE-020-0203-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","203","203","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L203","5bad4f7f1cecf7bca789a82378cca5a747ae8a24c3aac74f255adfb04e2be82c","348","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","机器人软件市场应分成两条线跟踪:一条是已经有现金流的工业与物流软件,重点看收入、价格、客户和复购;另一条是人形 / 具身智能软件,重点看真实部署、数据闭环、任务成功率和单位经济模型。前者提供确定性,后者提供弹性,但后者必须被硬数据约束。"
"FOHLSRC-FOHLBASE-021-0004-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","4","4","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L4","921b94ff7ba01c586b8e700aa531b6a0e4f067670bacf580729b9351f42f9d99","35","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> case_id: ANA-ROBOT-INDUSTRY-001"
"FOHLSRC-FOHLBASE-021-0005-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-021-0005-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-021-0006-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","6","6","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L6","51ddefb06b154109ad40b8a957ea1dc8d5f6ce2e5ab03823e2d66f370c5111b7","43","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> batch_id: BATCH-ANA-ROBOT-MIGRATION-001"
"FOHLSRC-FOHLBASE-021-0007-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-021-0007-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-021-0010-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","10","10","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L10","6b70fdf4319b34a38405a95b6e109c6b55a71a355b6c2d255ed66038aa349b03","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> frozen_date: 2026-07-03"
"FOHLSRC-FOHLBASE-021-0012-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","12","12","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L12","229e5b6f2d71cd5b4705f7f20be8540ea151a520c9cbe1234c970c6502cc9304","24","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0. 冻结复核结论"
"FOHLSRC-FOHLBASE-021-0015-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","15","15","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L15","cd79cd837d92015495dff874aaa02b5e4a015d3140260011f8331796c19e169b","173","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 当前冻结含义是“稳定文件名、稳定入口、稳定来源映射和正式返修基线”,不是审核通过、不是对外交付版,也不是投资建议。"
"FOHLSRC-FOHLBASE-021-0016-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L16","0aa52cb542375b1ce733a79e7ea3b57f8e038aa1b85ab2b210ae71f4551b4274","335","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 证据状态统一按 SUBINDUSTRY14_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-021-0016-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L16","0aa52cb542375b1ce733a79e7ea3b57f8e038aa1b85ab2b210ae71f4551b4274","335","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 证据状态统一按 SUBINDUSTRY14_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-021-0017-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","17","17","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L17","91a4ef370f9100b0b6bd534d7e3cfbb1c86d35994cf860bab33246e2b3e514c7","129","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 复核备注:已按 P0 细分环节首批迁入;正式结论前需补证据等级、硬字段来源和人读质量复核。"
"FOHLSRC-FOHLBASE-021-0019-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L19","2101f9421c0c28216ff7b7164ba69bb78cfa598f1062e3c0e961f6ae10ca9c33","57","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-021-0019-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L19","2101f9421c0c28216ff7b7164ba69bb78cfa598f1062e3c0e961f6ae10ca9c33","57","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-021-0021-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L21","012395b7dbe1497463706c71f3b3d2fa26c054fae7c3ae2d969aae153f1bbcf0","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 本节为 14 个子行业页输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、覆盖完整、对外交付或完成状态。"
"FOHLSRC-FOHLBASE-021-0021-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L21","012395b7dbe1497463706c71f3b3d2fa26c054fae7c3ae2d969aae153f1bbcf0","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 本节为 14 个子行业页输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、覆盖完整、对外交付或完成状态。"
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"FOHLSRC-FOHLBASE-021-0035-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L35","5d64da9a832693f9c64eba84a8f4b8ff8e11a200dc0f04617af088b1395e1ed6","262","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 毛利 / 份额 / 利润池 / 话语权 | 待核验 / 测算 / 缺口保留 | 毛利、份额、利润池和话语权判断只能作为待审分析,不构成正式结论或投资建议。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-021-0035-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L35","5d64da9a832693f9c64eba84a8f4b8ff8e11a200dc0f04617af088b1395e1ed6","262","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 毛利 / 份额 / 利润池 / 话语权 | 待核验 / 测算 / 缺口保留 | 毛利、份额、利润池和话语权判断只能作为待审分析,不构成正式结论或投资建议。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-021-0037-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","37","37","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L37","ae01a7faaf01b0ea525d4b9e250d3544ea8ffedc2d49f34927c0f66827a6cd27","129","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/subindustry14_field_downgrade_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-021-0039-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L39","ca11e704d49f4a2dd3073d92d19772b04fa8a551195f94b650f457dd1c6e7a2a","63","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-021-0039-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L39","ca11e704d49f4a2dd3073d92d19772b04fa8a551195f94b650f457dd1c6e7a2a","63","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-021-0043-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","43","43","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L43","90e462ecb148c59615fe2265334e1a379d1b892e751c1ee787014862875c9be0","197","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 核心结论 / 环节定位 | 将赛道结论、价值判断和商业化阶段降读为待审分析,不写成审核通过结论。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-021-0044-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","44","44","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L44","c30461c0700dc301eb90303898ca61e4492d5c7c51bc96a9e63b0c194b6db475","200","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产品边界 / 技术路线 | 产品和路线描述保留为待审结构,明确不能替代参数、可靠性或路线胜率证据。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-021-0045-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","45","45","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L45","692b78c0f1644130a50fd895f9aa614fb10e9e4b8b37fed5f01054da8aa3c417","196","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 市场规模 / 出货 / 渗透 / ASP 测算 | 市场空间、出货、渗透、ASP 和单机价值量均需标注测算或缺口。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
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"FOHLSRC-FOHLBASE-021-0046-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L46","4fae98732121536c72cb59d86ecad15783b3188975d333e7905574d6e5219536","209","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产业链拆解 / 价值量 / 利润池 | 价值量、利润池和毛利判断降读为研报测算或分析判断,不能写成确定事实。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-021-0046-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L46","4fae98732121536c72cb59d86ecad15783b3188975d333e7905574d6e5219536","209","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产业链拆解 / 价值量 / 利润池 | 价值量、利润池和毛利判断降读为研报测算或分析判断,不能写成确定事实。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-021-0047-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","47","47","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L47","ff8af3b63897d9e23cb1e24af2e7532c9ffb4d15e4aa83c5c640eedd4cf66b4e","179","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 公司格局 / 竞争份额 | 公司映射、竞争份额和卡位判断不代表正式公司池或覆盖完整。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-021-0048-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L48","6a1be6d5cedd135abc33fa473bf1788d3ac39533700992e20fb3710ac3b03552","197","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 客户供应链 / 产能交付 | 客户、主供、独供、产能、交付和良率保持待核验,需官方或客户侧补证。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-021-0048-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L48","6a1be6d5cedd135abc33fa473bf1788d3ac39533700992e20fb3710ac3b03552","197","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户供应链 / 产能交付 | 客户、主供、独供、产能、交付和良率保持待核验,需官方或客户侧补证。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-021-0049-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L49","65adc2cb7d697fa50f2d7df218078564fc9e042204bf9fddd519332d0f157325","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-021-0049-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L49","65adc2cb7d697fa50f2d7df218078564fc9e042204bf9fddd519332d0f157325","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-021-0051-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","51","51","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L51","fb061b6bcae56bc314070d18f434ab263b9397bfed2b1d2cf0ed9bae27ac6ad3","128","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/subindustry14_body_downgrade_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-021-0055-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","55","55","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L55","893bf1c0183875ac3bc0f005777b3680afd91769e4322beaab5e72a51c74a669","23","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 日期:2026-06-06"
"FOHLSRC-FOHLBASE-021-0058-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","58","58","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L58","bdc2a78879b33da251f7c6e78d107c85dcb228c1a37dadb5b9df4a9ecbe7b456","155","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 证据口径:初版以现有研究体系和已知公开线索搭建框架,涉及公司、产品和合作关系均需后续用本地化资料复核。"
"FOHLSRC-FOHLBASE-021-0060-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","60","60","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L60","12fbcaf6b88f0ce252aa265369278cc04ab4ff0935a9966dc0c97544988d4175","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 1. 核心结论"
"FOHLSRC-FOHLBASE-021-0064-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","64","64","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L64","15949340e0a6eec93dfc0b51c488503c0eec6b38d60cec52cc62e12de20ba2ed","382","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","现阶段软件话语权主要集中在三类玩家手里:第一是掌握真实机器人和场景数据的本体厂,第二是掌握基础模型、仿真和算力生态的 AI 平台,第三是掌握工业控制、调度、开发工具和客户部署的工业自动化平台。单纯算法供应商如果没有真实数据、客户和硬件适配,议价能力容易被压低。"
"FOHLSRC-FOHLBASE-021-0066-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","66","66","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L66","2545b194205ff74cfea82d31e6988afae899f4e0c6cfbcb9391058211500a07e","339","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","收入证据目前偏弱。大量软件能力被打包进硬件、本体、系统集成或项目交付中,尚未形成清晰的“机器人软件收入”披露口径。因此本专题后续的核心工作不是只列技术名词,而是拆清楚:谁收费、向谁收费、按什么收费、是否复购、是否提升硬件溢价。"
"FOHLSRC-FOHLBASE-021-0068-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","68","68","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L68","f26008f71ecbccb5d18c2515e344bdd6b07b6ca9c22086c5111e45bd5e411379","363","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-机器人软件与智能系统_详细介绍-01-CORE):核心结论、赛道空间、产业位置和商业化判断均需降读为待审分析。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-021-0070-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","70","70","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L70","74cf185281c1980fae81729146dd4f2111f58c089dfad9328150d8de8fdf27bf","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 2. 产品边界"
"FOHLSRC-FOHLBASE-021-0076-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","76","76","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L76","13b41de5890199942512a0c60825f4bfab67b3c7f18adb2196d1e06d43475c53","137","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 感知软件 | 视觉识别、3D 感知、SLAM、语义地图、多传感融合 | 只卖相机、雷达、传感器且无软件增值 |"
"FOHLSRC-FOHLBASE-021-0081-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","81","81","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L81","1dacb743ec20ed3aad1e9a7eadb7cce5057aefa5d8b5ded3e0d91029a13b99b8","360","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-机器人软件与智能系统_详细介绍-02-PRODUCT):产品边界、技术路线和环节拆分仅保留范围 / 产品层待审线索。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-021-0083-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","83","83","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L83","31effdb71a323ef19d2de1423f16c3c17756040c8ac3cc27f1c5e3c76baa079a","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 3. 技术路线"
"FOHLSRC-FOHLBASE-021-0088-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","88","88","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L88","b658b757ec80741f6d8c8cfeda5e907d0fd77c3bb254b0327be0e0d8903bb779","205","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 感知 AI + 传统控制 | 视觉识别、3D 定位、AI 质检、抓取点识别,再接传统控制 | 商业化相对成熟,容易进入工业项目 | 仍依赖场景定制,跨场景能力有限 |"
"FOHLSRC-FOHLBASE-021-0090-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","90","90","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L90","5660a449acd43d6236df633703f92104d3b7b020b8680f268682e2329699763b","210","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 仿真 + 强化学习 / Sim2Real | 在仿真环境训练策略,再迁移到真实机器人 | 可降低真实试错成本,适合大规模训练 | 仿真真实性、迁移差距和模型稳定性是难点 |"
"FOHLSRC-FOHLBASE-021-0091-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","91","91","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L91","fa2a676e4b3d64d8543bf4875fa8c4496bf78b57a00ddf242c677f5c486d98c1","175","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| VLA / 具身大模型 | 将视觉、语言、动作统一到任务执行框架 | 弹性最大,可能提升泛化能力 | 当前商业收入和大规模部署证据不足 |"
"FOHLSRC-FOHLBASE-021-0094-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","94","94","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L94","96ace7c02e12ab31a5868abdb1c8d4148337788ddbf2438c95f1c18f4a83f769","44","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 3.1 机器人模型与模型协同主线"
"FOHLSRC-FOHLBASE-021-0100-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","100","100","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L100","e5d2de063f41553d39f4daeffdfba8dac85dcc2956ae8aeb3080646633040e7b","495","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","本轮具身智能研报回填后,模型主线进一步拆成四个重点:VLM / VLA / 世界模型的协同关系、公开数据 / 仿真 / 无本体采集 / 真机遥操作 / 部署日志构成的数据金字塔、仿真与世界模型工具链的训练降本价值、以及动作 / 任务应用生态的早期平台化可能。由于本批研报处理结果整体标记为低置信度,涉及公司产能、任务效率、数据成本和客户进展的数字仍按待验证线索处理。"
"FOHLSRC-FOHLBASE-021-0102-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","102","102","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L102","ec8215b15fb4ed8154b8a765bcc9601cd3651d291f129b526935fb045f76f662","537","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","本轮大模型研报回填后,软件与智能系统还需要单独跟踪三条横向能力:Agent / 工作流执行层,重点看任务拆解、工具调用、权限审计和结果验证;Token / 模型服务层,重点看输入输出 Token 价格、缓存命中、SLA 和单位任务成本;工业 AI Agent / 现场闭环层,重点看工业数据、控制系统入口、机器人执行比例和 OPEX 订阅化。该批研报同样整体标记为低置信度,相关价格、收入、客户和技术指标均需继续补证。"
"FOHLSRC-FOHLBASE-021-0104-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","104","104","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L104","c71d7c9a89bd899664d579ba092d01b7010b3fba2dd5991541fc5702f326b2a2","366","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-机器人软件与智能系统_详细介绍-03-MARKET):市场规模、出货量、渗透率、ASP 和单机价值量均需标注测算或缺口。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-021-0106-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","106","106","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L106","29d0e21d4c806030f782fee2730f304be465d38378c12a52174d3a6ac5ccd64e","21","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 4. 产业链拆解"
"FOHLSRC-FOHLBASE-021-0108-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","108","108","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L108","fa2e51c195e4f2200d072350d7de14f1b264fb8c8f2229d273a1fd8331b2686b","62","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 4.1 上游:模型、算力、数据与开发基础设施"
"FOHLSRC-FOHLBASE-021-0112-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","112","112","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L112","08e2794b5205ba0fa92ba84ad73217220bc086621c302e22b6193b8749bd765c","211","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 基础模型 | LLM、VLM、VLA、世界模型、策略模型 | 提供泛化理解、任务规划和动作生成能力 | 强模型方有技术话语权,但是否能捕获机器人收入取决于部署入口 |"
"FOHLSRC-FOHLBASE-021-0113-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","113","113","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L113","903d3ccb7334a0952a8cfa574d559bc36872ec84c165000ee15e77d0f579cd97","181","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 算力与训练平台 | GPU、云算力、端侧推理、训练框架 | 支撑模型训练和推理 | 算力平台议价强,但可能是成本中心而非直接机器人利润 |"
"FOHLSRC-FOHLBASE-021-0114-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","114","114","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L114","1ed634a0c8b03b83454a0fd02fd21be69a1f0e0128bf78c575753ed4fbfa086a","178","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 数据采集 | 遥操作系统、真实任务数据、传感数据、人工标注 | 形成模型迭代资产 | 掌握真实场景数据的本体厂和客户侧话语权更强 |"
"FOHLSRC-FOHLBASE-021-0115-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","115","115","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L115","d0012b8c6da68eb50e22ddd300e319fcbe96babcfe653b89f2c0a4a4660c09a0","168","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 仿真平台 | 物理仿真、数字孪生、合成数据、Sim2Real | 降低训练和部署试错成本 | 若与开发工具和硬件生态绑定,话语权提升 |"
"FOHLSRC-FOHLBASE-021-0118-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","118","118","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L118","ec7df0d4f648b93e7bd3ef998a6c8998c043fbf80591cbfc77fca50ceba03c94","35","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 4.2 中游:机器人软件栈"
"FOHLSRC-FOHLBASE-021-0122-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","122","122","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L122","4cd90d7e0587c204d8bdd5a1b418f9efc7a2dbf6b82710ab43973089e95e9d1f","205","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人 OS / 中间件 | 设备抽象、通信、任务调度、驱动适配、日志 | 硬件打包、授权、项目制、开发者服务 | 是否开放第三方生态,客户是否有迁移成本 |"
"FOHLSRC-FOHLBASE-021-0123-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","123","123","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L123","4129246827c894315fbaca301cbac9d910299a3112b8a1c3fe6d5451c47bfe5c","208","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 感知与理解软件 | 视觉识别、3D 感知、语义地图、目标定位、传感融合 | 算法包、系统集成、硬件打包、订阅 | 是否能跨场景复用,是否有机器人客户收入 |"
"FOHLSRC-FOHLBASE-021-0127-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","127","127","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L127","9395ffac56b56ac37fbb571c2f51bc937061fdc9d2493c5e5e1dca70d0bc6eaf","179","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 调度与群控 | AMR 调度、路径优化、多机协同、仓储系统对接 | 项目制、订阅、按机器人台数收费 | 项目复制率、客户续费和系统粘性 |"
"FOHLSRC-FOHLBASE-021-0128-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","128","128","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L128","9f97efe8ce663c061f19e28c2fd5c856d77b5a19bc8bc5483078f6b1758f05fe","172","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 远程运维 / RaaS | 设备管理、远程监控、远程接管、预测维护、工单 | 月费、按台收费、RaaS 分成 | 是否降低客户全生命周期成本 |"
"FOHLSRC-FOHLBASE-021-0131-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","131","131","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L131","004bce66cd330f148aa65a3a448bfc80e340e600be2b04cbf7eaf318c46caeb7","29","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 4.3 下游:应用场景"
"FOHLSRC-FOHLBASE-021-0137-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","137","137","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L137","3051657e3aeba7e95e3ee253bf15c590d2ce3ba657b0974fddcd0375b50d1a67","139","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 协作机器人 | 易编程、拖拽示教、视觉感知、安全协作、开发者生态 | 软件决定易用性和客户迁移成本 |"
"FOHLSRC-FOHLBASE-021-0139-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","139","139","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L139","a54ce2b39b0fd0d50f169760a0a8ff125f137e18ab725ecb944093b23f854531","160","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形 / 具身机器人 | VLA、全身控制、遥操作数据、任务规划、远程接管 | 弹性最大,但收入和大规模部署仍需严谨验证 |"
"FOHLSRC-FOHLBASE-021-0142-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","142","142","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L142","904dc2aa3aed56a1ffa3a58b4047280455e80a436e44f8713d26819ecc65da25","349","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-机器人软件与智能系统_详细介绍-04-CHAIN):产业链价值量、利润池和话语权判断不能替代证据结论。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-021-0144-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","144","144","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L144","e59a7d31c9ab1ab03744062d82c0c276d8868514b37be8866c981c9501653b71","24","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 5. 环节横向对比"
"FOHLSRC-FOHLBASE-021-0148-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","148","148","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L148","dc0260881551e09dc44721afb8cd77bfba9dc53fa8cbd136b565e6f2bb08ae9f","184","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 基础模型 / VLA | API、授权、云服务、本体合作、平台生态 | 技术强,但商业入口未完全确定 | 模型训练、算力、数据、研发人员 | 低到中 |"
"FOHLSRC-FOHLBASE-021-0153-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","153","153","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L153","9aeeb8e096b046b3db8e6732205c0b95a01eca4160cfd38788146e2d8ebe0ff3","158","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 调度 / 群控 / 运维 | 项目制、订阅、按台收费、RaaS | 客户系统集成深,粘性较强 | 交付、客户成功、系统维护 | 中高 |"
"FOHLSRC-FOHLBASE-021-0157-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","157","157","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L157","de936e339625f02af1da34d691911c79dba2ca2c59a618cd859b4fd2e33d6527","360","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-机器人软件与智能系统_详细介绍-05-COMPANY):公司映射、竞争格局和份额判断不代表正式公司池或覆盖完整。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-021-0159-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","159","159","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L159","93f98f9a8c9b4b2252e036d52207dd2ac72bce278ad9241a7be3eb7beefc010e","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 6. 玩家映射"
"FOHLSRC-FOHLBASE-021-0163-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","163","163","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L163","be2ed621325b9bd291d8b1d84247261335e27fcceb148352669971cba9f7bb64","324","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形 / 具身本体厂 | Tesla Optimus、Figure AI、1X Technologies、Sanctuary AI、Boston Dynamics、Agility Robotics、Apptronik、智元、宇树、优必选、傅利叶、乐聚、开普勒、星动纪元、众擎等 | 软件是自研还是合作,是否形成数据闭环,是否有客户部署和运维体系 |"
"FOHLSRC-FOHLBASE-021-0164-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","164","164","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L164","770a0fccefa3051f745ab6c1b0c2ef7a02107b630af33a6ad1baff7002651e09","275","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业机器人与自动化平台 | ABB、KUKA、FANUC、Yaskawa、Universal Robots、Beckhoff、Siemens、Rockwell、汇川、固高、禾川、信捷、埃斯顿、新时达、埃夫特等 | 编程仿真、控制软件、工业平台和机器人业务收入如何拆分 |"
"FOHLSRC-FOHLBASE-021-0165-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","165","165","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L165","fd3dcb61b1cc695b699cfb0511149d7e272148d802f733e5cb664c08b6291561","228","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器视觉与感知软件 | 海康机器人、奥普特、凌云光、天准、思看、奥比中光、Cognex、Keyence、Basler 等 | 视觉算法是否进入机器人任务闭环,客户、ASP、软件收入是否可拆 |"
"FOHLSRC-FOHLBASE-021-0166-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","166","166","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L166","fc1cc377f3478ffe8e42363ac06501361967191ec2a6da1e40662c9507132dbc","208","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 大模型 / AI 平台 | OpenAI、Google DeepMind、NVIDIA、Microsoft、百度、阿里、腾讯、字节、科大讯飞等 | 是否有机器人模型、开发平台、仿真训练或本体厂合作落地 |"
"FOHLSRC-FOHLBASE-021-0169-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","169","169","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L169","7272a6c50b1daa44b337d360d197c00cdc5ceaf2e389123416964259a8cbd5ac","365","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-机器人软件与智能系统_详细介绍-06-SUPPLY):客户、主供、独供、产能、交付、良率和寿命需官方或客户侧补证。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-021-0171-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","171","171","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L171","4e07846ba1b0487f7317d25bf4098eae20d469eae773fc406c729f1d21eb3240","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 7. 成本与利润来源"
"FOHLSRC-FOHLBASE-021-0173-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","173","173","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L173","117e7467968f0d5f335bd4ddacb070472f7ef2ff47ae90cd3232892fa6fc08f2","46","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 成本项 | 说明 | 对利润率的影响 |"
"FOHLSRC-FOHLBASE-021-0175-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","175","175","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L175","bc02f0c5fc47ce5244ca44e1a4c8afac3d1980c99c52ef9e6c75619b10efa458","136","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 研发人员 | 算法、控制、仿真、平台、云端和端侧工程团队 | 固定成本高,收入放大后具备规模效应 |"
"FOHLSRC-FOHLBASE-021-0178-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","178","178","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L178","8388ab40b6b08a6a3b3a9d23b20a452c3cd24b0edd81ac1d493624e54dc9132c","100","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 场景适配 | 客户现场部署、调试、系统集成 | 会拉低软件标准化和毛利率 |"
"FOHLSRC-FOHLBASE-021-0181-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","181","181","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L181","d788b5205f06d6e1937d1a78871e54a53e7d8417dbf0ad57bb458fb7ddffda46","46","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 利润来源 | 典型形式 | 需要验证 |"
"FOHLSRC-FOHLBASE-021-0184-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","184","184","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L184","9aeae69da954b147a14c14d6c115c8f619b44c62e2b01fa940e7d33d9b86ad97","136","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 订阅 / 按台收费 | 每台机器人每月软件费、云平台费、运维费 | 客户续费、停机责任、单位经济模型 |"
"FOHLSRC-FOHLBASE-021-0185-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","185","185","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L185","ac71122285c8cdcb047ef0157399f8bd69ed3449fa6618023af1f6ce31bd03d8","102","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 硬件溢价 | 软件能力提升整机售价和客户粘性 | 是否能体现在 ASP 和毛利率 |"
"FOHLSRC-FOHLBASE-021-0187-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","187","187","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L187","d185cc1744472ce275bffe4e3f79f2f71886986cb58eeacc82ed28940e156ff2","124","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 开发者生态 | SDK、应用市场、第三方插件、平台分成 | 开发者数量、应用数量、客户使用率 |"
"FOHLSRC-FOHLBASE-021-0188-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","188","188","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L188","83e53b931bbbb20e56cc2468459835c309504fffa34f4ee0619a96b8f01d8871","118","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 数据服务 | 数据集、训练服务、仿真数据、模型微调 | 数据权属、隐私、客户复用边界 |"
"FOHLSRC-FOHLBASE-021-0190-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","190","190","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L190","1fe5e29c23334a90add8538ee8fc27ee9b2f4637145329b045a83fa1698103a1","354","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-机器人软件与智能系统_详细介绍-07-RISK):风险、限制和投资相关表述不得外推为正式结论或投资建议。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-021-0192-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","192","192","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L192","13b28b83e3ff6fef676be5e7760eb39ad2de3830efe835f6bb6619b591ad9dde","24","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 8. 后续证据清单"
"FOHLSRC-FOHLBASE-021-0197-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","197","197","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L197","434944608d4d9405d175285c3041ffbea61940ec7af4cd31540943457df60a82","94","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 年报软件收入 / 分部收入 | 区分软件收入、硬件收入和系统集成收入 |"
"FOHLSRC-FOHLBASE-021-0198-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","198","198","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L198","5c2839ef479f62dbef6bd8fb536e4b523f8d3c5a8db1f4ca255ea48bb73ddfa6","67","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户案例 / 中标公告 | 验证真实部署和收费对象 |"
"FOHLSRC-FOHLBASE-021-0199-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","199","199","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L199","358b935e3b076b90211e7763b0df65f792aa58e73cb7b6e8736b0774063b01f7","79","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 价格页 / 合同口径 | 补授权价、订阅价、按台费、运维费 |"
"FOHLSRC-FOHLBASE-021-0204-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","204","204","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L204","093fbbcd707643add2ede05c3762f55955ead762382b671d9756f17ae0e051a9","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 9. 初步判断"
"FOHLSRC-FOHLBASE-021-0206-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","206","206","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L206","116f58457557c37ab9d28130c38063167442521bf3afcb415953f19caa8fe133","346","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","短期最容易验证收入的是工业编程仿真、机器视觉软件、AMR 调度和运维平台;中期弹性来自本体厂软件栈、数据闭环和 RaaS;长期弹性来自具身大模型、VLA 和世界模型。但越靠近长期弹性,越要用客户部署、任务成功率、接管率、软件收费和复购率来约束叙事。"
"FOHLSRC-FOHLBASE-022-0004-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","4","4","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L4","921b94ff7ba01c586b8e700aa531b6a0e4f067670bacf580729b9351f42f9d99","35","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> case_id: ANA-ROBOT-INDUSTRY-001"
"FOHLSRC-FOHLBASE-022-0005-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-022-0005-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-022-0006-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","6","6","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L6","51ddefb06b154109ad40b8a957ea1dc8d5f6ce2e5ab03823e2d66f370c5111b7","43","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> batch_id: BATCH-ANA-ROBOT-MIGRATION-001"
"FOHLSRC-FOHLBASE-022-0007-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-022-0007-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-022-0010-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","10","10","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L10","6b70fdf4319b34a38405a95b6e109c6b55a71a355b6c2d255ed66038aa349b03","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> frozen_date: 2026-07-03"
"FOHLSRC-FOHLBASE-022-0012-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","12","12","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L12","229e5b6f2d71cd5b4705f7f20be8540ea151a520c9cbe1234c970c6502cc9304","24","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0. 冻结复核结论"
"FOHLSRC-FOHLBASE-022-0015-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","15","15","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L15","cd79cd837d92015495dff874aaa02b5e4a015d3140260011f8331796c19e169b","173","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 当前冻结含义是“稳定文件名、稳定入口、稳定来源映射和正式返修基线”,不是审核通过、不是对外交付版,也不是投资建议。"
"FOHLSRC-FOHLBASE-022-0016-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L16","0aa52cb542375b1ce733a79e7ea3b57f8e038aa1b85ab2b210ae71f4551b4274","335","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 证据状态统一按 SUBINDUSTRY14_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-022-0016-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L16","0aa52cb542375b1ce733a79e7ea3b57f8e038aa1b85ab2b210ae71f4551b4274","335","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 证据状态统一按 SUBINDUSTRY14_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-022-0017-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","17","17","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L17","91a4ef370f9100b0b6bd534d7e3cfbb1c86d35994cf860bab33246e2b3e514c7","129","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 复核备注:已按 P0 细分环节首批迁入;正式结论前需补证据等级、硬字段来源和人读质量复核。"
"FOHLSRC-FOHLBASE-022-0019-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L19","2101f9421c0c28216ff7b7164ba69bb78cfa598f1062e3c0e961f6ae10ca9c33","57","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-022-0019-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L19","2101f9421c0c28216ff7b7164ba69bb78cfa598f1062e3c0e961f6ae10ca9c33","57","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-022-0021-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L21","012395b7dbe1497463706c71f3b3d2fa26c054fae7c3ae2d969aae153f1bbcf0","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 本节为 14 个子行业页输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、覆盖完整、对外交付或完成状态。"
"FOHLSRC-FOHLBASE-022-0021-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L21","012395b7dbe1497463706c71f3b3d2fa26c054fae7c3ae2d969aae153f1bbcf0","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 本节为 14 个子行业页输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、覆盖完整、对外交付或完成状态。"
"FOHLSRC-FOHLBASE-022-0023-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","23","23","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L23","9c00e401c231910ed3a087d948f675b1f60be8894af072a760894672ce3131bc","221","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 强字段统一降读:市场规模 / 出货量、ASP / 单机价值量、客户供应链、主供 / 独供、产能 / 产销、毛利 / 份额 / 利润池等,只能保留为待核验事实、研报测算或缺口。"
"FOHLSRC-FOHLBASE-022-0027-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","27","27","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L27","4e56cbb145541fac37589f6c8fca82b2dee1170ab478f7c3ebf99111766af9cc","247","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 细分环节定义 / 产品边界 | 范围 / 产品层待审线索 | 保留为既有研究承接线索,正式输出前需按研报体系确认定义、边界和排除项。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-022-0028-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","28","28","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L28","8db27a01e102c745588307d23f7c862575f72ee85bef4734d5d991f516bc27f9","232","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产业链位置 / 上中下游路径 | 范围 / 产品层待审线索 | 仅作为待审结构化归类,不等同完整产业链覆盖或正式图谱结论。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-022-0029-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","29","29","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L29","6281375fecc81a256a54d732fe1d8e4b247e7c67d5512fe288176dfaca9b94a3","235","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 技术路线 / 产品形态 | 范围 / 产品层待审线索 | 保留技术路线和产品形态描述,但参数、路线胜率和商业化阶段不得外推。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-022-0030-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","30","30","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L30","8bf26ea3cba76c2aacd0a839d55f06522c229cda4248f679685ce19f5b5810fd","223","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 相关公司 / 供给格局 | 范围 / 产品层待审线索 | 公司映射仅为迁移草稿口径,不代表正式公司池或覆盖完整判断。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-022-0031-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","31","31","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L31","3fffbd08348755ecaa04fe0fa336d27bf68efebf42d0265b9ce87addc9795b08","269","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 市场规模 / 出货量 / 渗透率 | 待核验 / 测算 / 缺口保留 | 市场规模、出货量、CAGR、渗透率等测算必须保留为待核验或研报测算,不得写成确定事实。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-022-0031-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","31","31","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L31","3fffbd08348755ecaa04fe0fa336d27bf68efebf42d0265b9ce87addc9795b08","269","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 市场规模 / 出货量 / 渗透率 | 待核验 / 测算 / 缺口保留 | 市场规模、出货量、CAGR、渗透率等测算必须保留为待核验或研报测算,不得写成确定事实。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-022-0032-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","32","32","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L32","64f80a1464adf1fb6e6e05725120d95de85fdc34837d1d326af9ad984f74fac2","255","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| ASP / 单机价值量 / BOM 价值 | 待核验 / 测算 / 缺口保留 | ASP、单机价值量、BOM 占比和价格带必须标注测算来源或缺口,未补证前不得升级。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-022-0032-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","32","32","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L32","64f80a1464adf1fb6e6e05725120d95de85fdc34837d1d326af9ad984f74fac2","255","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP / 单机价值量 / BOM 价值 | 待核验 / 测算 / 缺口保留 | ASP、单机价值量、BOM 占比和价格带必须标注测算来源或缺口,未补证前不得升级。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-022-0033-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L33","71413faf60199ea9ae2e99d2c792fabfd0291bfddc576ed8d815578c9b4f09ed","247","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 客户 / 主供 / 独供 / 供应链阵营 | 待核验 / 测算 / 缺口保留 | 客户、主供、独供、阵营归属和供应关系需公司侧或客户侧官方证据。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-022-0033-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L33","71413faf60199ea9ae2e99d2c792fabfd0291bfddc576ed8d815578c9b4f09ed","247","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户 / 主供 / 独供 / 供应链阵营 | 待核验 / 测算 / 缺口保留 | 客户、主供、独供、阵营归属和供应关系需公司侧或客户侧官方证据。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-022-0034-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L34","028d80d746d7ccf22c47ee5e92a742ded1e94aba35ed811f07eb2ce140647539","259","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产能 / 产销 / 交付 / 良率 | 待核验 / 测算 / 缺口保留 | 产能、产销、交付、良率、寿命和可靠性均保留待核验,不得由研报迁移稿直接确认。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-022-0034-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L34","028d80d746d7ccf22c47ee5e92a742ded1e94aba35ed811f07eb2ce140647539","259","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产能 / 产销 / 交付 / 良率 | 待核验 / 测算 / 缺口保留 | 产能、产销、交付、良率、寿命和可靠性均保留待核验,不得由研报迁移稿直接确认。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-022-0035-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L35","5d64da9a832693f9c64eba84a8f4b8ff8e11a200dc0f04617af088b1395e1ed6","262","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 毛利 / 份额 / 利润池 / 话语权 | 待核验 / 测算 / 缺口保留 | 毛利、份额、利润池和话语权判断只能作为待审分析,不构成正式结论或投资建议。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-022-0035-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L35","5d64da9a832693f9c64eba84a8f4b8ff8e11a200dc0f04617af088b1395e1ed6","262","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 毛利 / 份额 / 利润池 / 话语权 | 待核验 / 测算 / 缺口保留 | 毛利、份额、利润池和话语权判断只能作为待审分析,不构成正式结论或投资建议。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-022-0037-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","37","37","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L37","ae01a7faaf01b0ea525d4b9e250d3544ea8ffedc2d49f34927c0f66827a6cd27","129","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/subindustry14_field_downgrade_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-022-0039-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L39","ca11e704d49f4a2dd3073d92d19772b04fa8a551195f94b650f457dd1c6e7a2a","63","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-022-0039-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L39","ca11e704d49f4a2dd3073d92d19772b04fa8a551195f94b650f457dd1c6e7a2a","63","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-022-0043-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","43","43","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L43","90e462ecb148c59615fe2265334e1a379d1b892e751c1ee787014862875c9be0","197","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 核心结论 / 环节定位 | 将赛道结论、价值判断和商业化阶段降读为待审分析,不写成审核通过结论。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-022-0044-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","44","44","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L44","c30461c0700dc301eb90303898ca61e4492d5c7c51bc96a9e63b0c194b6db475","200","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产品边界 / 技术路线 | 产品和路线描述保留为待审结构,明确不能替代参数、可靠性或路线胜率证据。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-022-0045-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","45","45","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L45","692b78c0f1644130a50fd895f9aa614fb10e9e4b8b37fed5f01054da8aa3c417","196","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 市场规模 / 出货 / 渗透 / ASP 测算 | 市场空间、出货、渗透、ASP 和单机价值量均需标注测算或缺口。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-022-0045-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","45","45","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L45","692b78c0f1644130a50fd895f9aa614fb10e9e4b8b37fed5f01054da8aa3c417","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 市场规模 / 出货 / 渗透 / ASP 测算 | 市场空间、出货、渗透、ASP 和单机价值量均需标注测算或缺口。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-022-0046-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L46","4fae98732121536c72cb59d86ecad15783b3188975d333e7905574d6e5219536","209","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产业链拆解 / 价值量 / 利润池 | 价值量、利润池和毛利判断降读为研报测算或分析判断,不能写成确定事实。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-022-0046-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L46","4fae98732121536c72cb59d86ecad15783b3188975d333e7905574d6e5219536","209","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产业链拆解 / 价值量 / 利润池 | 价值量、利润池和毛利判断降读为研报测算或分析判断,不能写成确定事实。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-022-0047-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","47","47","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L47","ff8af3b63897d9e23cb1e24af2e7532c9ffb4d15e4aa83c5c640eedd4cf66b4e","179","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 公司格局 / 竞争份额 | 公司映射、竞争份额和卡位判断不代表正式公司池或覆盖完整。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-022-0048-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L48","6a1be6d5cedd135abc33fa473bf1788d3ac39533700992e20fb3710ac3b03552","197","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 客户供应链 / 产能交付 | 客户、主供、独供、产能、交付和良率保持待核验,需官方或客户侧补证。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-022-0048-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L48","6a1be6d5cedd135abc33fa473bf1788d3ac39533700992e20fb3710ac3b03552","197","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户供应链 / 产能交付 | 客户、主供、独供、产能、交付和良率保持待核验,需官方或客户侧补证。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-022-0049-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L49","65adc2cb7d697fa50f2d7df218078564fc9e042204bf9fddd519332d0f157325","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-022-0049-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L49","65adc2cb7d697fa50f2d7df218078564fc9e042204bf9fddd519332d0f157325","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-022-0051-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","51","51","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L51","fb061b6bcae56bc314070d18f434ab263b9397bfed2b1d2cf0ed9bae27ac6ad3","128","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/subindustry14_body_downgrade_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-022-0056-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","56","56","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L56","48b1a7d9b03ab7fec6e062dbc5fa00ad7ebaea1b8aa86b7a55c4a738bd0f52b6","251","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 文档定位:本文只回答“机器人减速器市场空间、需求驱动、价格、份额、竞争格局和增量来源”。产业链结构、上游关键件、成本和供应链证据集中放在 `减速器产业链深度梳理结果.md`。"
"FOHLSRC-FOHLBASE-022-0058-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","58","58","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L58","2b465f99771beeb2aea564c6ebbc0d234de29c62ef56f4d31717f4d8aa2cc9a0","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 1. 资料口径"
"FOHLSRC-FOHLBASE-022-0060-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","60","60","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L60","0bf22960a7d7e1aae82a32b42b06e542951a0577ff83f51adfc4ef6fd3c83244","314","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","本文基于 `../../../../raw/existing_research/归档/旧版梳理结果_20260528前/减速器深度梳理结果.md` 和 `../../../../raw/existing_research/归档/旧版梳理结果_20260528前/减速器梳理结果.md` 拆分形成,主要使用本地研报 Markdown、既有分析文档和公开补证资料。"
"FOHLSRC-FOHLBASE-022-0062-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","62","62","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L62","6f4bd707db772017fef8ac8edaf72f6db06458dea1deac80750cedceed4f95f7","239","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","市场数据和空间测算多来自研报、白皮书或第三方数据转述,统一按“研报/第三方口径”处理;不同来源的年份、地区、销售额/出货量口径可能不同,本文并列呈现,不强行合并。"
"FOHLSRC-FOHLBASE-022-0064-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","64","64","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L64","5ba552d50ac493e5e44c48790f0f698ec3e4178db42730825f4018d9551f1ff5","342","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-减速器_市场分析-01-CORE):核心结论、赛道空间、产业位置和商业化判断均需降读为待审分析。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-022-0066-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","66","66","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L66","e0bae0a06a89773e4be0efd46fc49c1f3b17dd8e2c4a3fd9341cd7c295850a31","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 2. 核心结论"
"FOHLSRC-FOHLBASE-022-0078-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","78","78","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L78","e0de1afe51eb621f590ec2308747742b86865a9b9b9d6914bfac04c73d07cb41","249","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","当前最清晰的市场线索是:绿的谐波已有产销量和分产品收入,双环/环动已有 RV 销量和平台化线索;人形机器人带来的空间弹性很大,但单机用量、路线配比、ASP 和客户集中度仍不稳定。"
"FOHLSRC-FOHLBASE-022-0080-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","80","80","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L80","41e726f55922869a8fcb942c46a3c38505c64cc432a00074505b1c2251f16a5a","339","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-减速器_市场分析-02-PRODUCT):产品边界、技术路线和环节拆分仅保留范围 / 产品层待审线索。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-022-0082-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","82","82","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L82","3d499425becf14ec97c9577c2585bea6775e516704d5e39a3121bd50e9f66732","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 3. 市场分层"
"FOHLSRC-FOHLBASE-022-0086-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","86","86","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L86","44d43234c106c26b44aaccbc52bb5ac235431c132f5521808e5aa2dceaebffcb","174","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业机器人 | RV + 谐波为主,用于多关节本体 | 成熟基本盘 | 自动化复苏、国产替代 | 中 | RV/谐波销量、客户份额、替代外资进度 |"
"FOHLSRC-FOHLBASE-022-0088-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","88","88","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L88","358cb8f03e338da093bb6425284480a1ac64241612d2c15da794228dd4a4eb80","218","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人 | 上肢谐波较多,下肢行星/摆线/局部 RV 并存 | 早期到小批量 | 整机量产、工厂场景落地、BOM 降本 | 高 | 单机用量、路线配比、ASP、客户定点和供货量 |"
"FOHLSRC-FOHLBASE-022-0090-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","90","90","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L90","32165ce777d443a20b84a80edd6dc7646c23e5a3850cac3cecaeb51fd22487d5","158","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 医疗/手术机器人 | 小型高精密传动 | 高门槛小批量 | 高精度和可靠性要求 | 低到中 | 认证、低噪声、寿命、客户验证 |"
"FOHLSRC-FOHLBASE-022-0095-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","95","95","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L95","1444389d162436b3cdd52dd9bbede59075a1f19ddc9240f47ffeb5321aff79d8","345","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-减速器_市场分析-03-MARKET):市场规模、出货量、渗透率、ASP 和单机价值量均需标注测算或缺口。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-022-0097-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","97","97","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L97","a06aa376426527c5a8dfc54b2b4f2daf3de3de3dbb161b3358ad34d96c150d35","33","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 4. 市场空间和需求测算"
"FOHLSRC-FOHLBASE-022-0103-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","103","103","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L103","61cc1263aa0b4da3888cb46cf7489ccb070a47ee1cc3003837ee54b88dcbef99","211","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中国谐波减速器格局 | 2023 年哈默纳科约 40%、绿的谐波约 18%、来福约 10%、新宝约 7%、同川约 6%、大族约 3%、其他约 16% | 第三方白皮书口径,待原始资料复核 |"
"FOHLSRC-FOHLBASE-022-0104-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","104","104","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L104","a137af6dd6a98634e5f23ec7915919df669fb37c821153062c0b1df2cf22f618","284","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中国谐波在人形机器人出货 | 2024 年人形机器人上谐波与行星出货比例约 6:4;2025 年谐波出货预计近 17 万台;2030 年中国人形机器人谐波出货量约 370.6 万台;2025-2030 年 CAGR 约 85.7% | 高弹性情景,不能作为确定销量 |"
"FOHLSRC-FOHLBASE-022-0105-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","105","105","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L105","a8dfbe01b0e35b28e2cfe8cf7cb32ae7af0a2db76bdb0390850101b37b3eda9a","247","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 全球/中国精密行星 | 2024 年全球行星减速器市场约 13.67 亿美元,2025 年约 14.71 亿美元;中国精密行星中日本新宝约 20%、湖北科峰约 12%、纽氏达特约 9% | 研报口径,需原始市场报告复核 |"
"FOHLSRC-FOHLBASE-022-0106-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","106","106","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L106","e2adc205e2a9da64bbf93e34b877ba712ce9c3d0cd6ca7f2d91d2a2fae643a00","245","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中国 RV | 研报口径一:2023 年中国 RV 减速器市场约 50.22 亿元,纳博特斯克约 70%;旧稿口径:2021 年约 42.9 亿元,2025 年预计约 60 亿元 | 口径存在时间和来源差异,后续需统一市场定义 |"
"FOHLSRC-FOHLBASE-022-0107-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","107","107","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L107","4e039146863b198604e78226ef5c0b17a6d18dc28dc06e61ab8abf37ee48ac99","233","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人精密减速器增量 | 2025/2030/2035 年全球人形机器人带来的精密减速器市场约 8.49/43.24/1726.75 亿元;另有 2025-2030 年出货 CAGR +86.1% | 远期口径差异极大,只用于弹性判断 |"
"FOHLSRC-FOHLBASE-022-0124-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","124","124","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L124","1579097fd19409b4968ef444b2c9f8c32f4b99f151610a631883dedef7aa57ec","26","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","#NAME?"
"FOHLSRC-FOHLBASE-022-0127-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","127","127","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L127","e2b5c1ef4915e96cb7b5d164506c2e49a55e6ebffbc550a1ae6c65fc6914e5f5","15","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","* 各路线 ASP"
"FOHLSRC-FOHLBASE-022-0131-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","131","131","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L131","26655d46209c92da7c87f84f031687291551b7ef42ef424e716119f42c49afe8","124","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","关键变量不是一个,而是五个:整机出货、单机用量、路线配比、ASP 下降速度和客户集中度。"
"FOHLSRC-FOHLBASE-022-0133-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","133","133","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L133","9abd1c1251cc03ee6a23292147e11baa5ba3d98171b0e910aede25104bbc930e","328","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-减速器_市场分析-04-CHAIN):产业链价值量、利润池和话语权判断不能替代证据结论。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-022-0135-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","135","135","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L135","71e0954aa19e11c0db73cf7b401ba2941e4cd12da5d38b94f1222a5d9f5c9555","33","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 5. 价格、价值量和寿命"
"FOHLSRC-FOHLBASE-022-0139-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","139","139","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L139","54c5499cfa914f191a58fe345a1c45ad56a9192f90483e4876d766d377e997b3","268","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 旋转执行器成本占比 | 执行器专题研报口径:旋转执行器中谐波减速器约占 36.0%,力矩传感器约 30.0%,无框力矩电机约 13.5%,三项合计约 79.5% | 减速器是旋转关节核心利润池,但口径需按具体方案复核 |"
"FOHLSRC-FOHLBASE-022-0140-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","140","140","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L140","872634f83d004904f64ee620b29810a74b18f3e3e32c65ac35d330cbac4472be","160","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 谐波长期价格 | 新增研报提到谐波减速器价格从千元以上向数百元长期下降的可能 | 只能作为降价趋势,不是合同价格 |"
"FOHLSRC-FOHLBASE-022-0141-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","141","141","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L141","ac885d01bd4f97edbe01f8aa919a376194a3a826ce2e429be08992afd8456fcd","232","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 绿的谐波粗略 ASP | 2025 年谐波减速器及金属件收入 4.765 亿元,销售 425,158 台,简单相除约 1,121 元/台 | 仅为数量级验算;收入含金属件,型号结构差异大,不能视为真实单价 |"
"FOHLSRC-FOHLBASE-022-0142-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","142","142","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L142","ecc5fce769377401703213bc59baf78ca8dd49276465ea19976f7342b880bcf4","143","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| RV/行星/摆线单价 | 本轮未见可验证公司级合同价格 | 需补产品手册、采购公告、客户报价或收入销量反推 |"
"FOHLSRC-FOHLBASE-022-0145-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","145","145","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L145","cb79c98bed1d53bd684a4af57e76748060d3739508bb85f0240b5ada818c476e","63","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","减速器不能只看采购价,更应看单位任务成本:"
"FOHLSRC-FOHLBASE-022-0149-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","149","149","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L149","d949029e156c7cf13237184d84e3a36c97e158bb5a208f3f1129c528145230f3","23","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","#NAME?"
"FOHLSRC-FOHLBASE-022-0153-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","153","153","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L153","4f479c98bcb85359597a050d6e0edd17707d8d1d3f0f1b88da64b171bd9225ca","35","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","+ 客户验证和售后服务成本"
"FOHLSRC-FOHLBASE-022-0162-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","162","162","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L162","6c7162ee542d8cc2a3b1b8555b3c78980401fa08429f6ed92426d1473446dea4","63","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 官网/商城价格 | 产品价格带 | 不能当批量 ASP |"
"FOHLSRC-FOHLBASE-022-0163-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","163","163","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L163","222dec1178077ba8ea406044e49b4da7c541dcbae0e811bd6c592cb23328e889","83","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 采购公告/订单 | 更接近真实成交 | 可能是样品价或小批量价 |"
"FOHLSRC-FOHLBASE-022-0164-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","164","164","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L164","cba5d4cd6cfaa6c51aa7a716a24c6b531f769f5b458aa1a1dcfd934d6852e91a","110","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 收入/销量反推 | 可以做数量级校验 | 需确认收入是否含金属件、模组或其他产品 |"
"FOHLSRC-FOHLBASE-022-0166-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","166","166","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L166","6208e11a201058d491dcfaace798235be6bbd6ec1762dbf4ea783241e61d96f8","339","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-减速器_市场分析-05-COMPANY):公司映射、竞争格局和份额判断不代表正式公司池或覆盖完整。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-022-0168-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","168","168","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L168","e83bfad994eb62adc453487c611683b16032b0eef3b7bbf2c10128d05872c079","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 6. 竞争格局"
"FOHLSRC-FOHLBASE-022-0170-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","170","170","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L170","b7cfd3cb1f8e2db75b37574fd0afaac10bab57bb1ddf6e84d1d51c73b19600ed","20","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 6.1 全球格局"
"FOHLSRC-FOHLBASE-022-0179-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","179","179","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L179","acd86be5b97c5aac3c8ffe091da4d75931c4c5245b8eb63bf6db479d36ec5aa3","126","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","海外龙头优势不是单一参数,而是产品系列、寿命验证、客户认证、批量一致性和交付稳定性。"
"FOHLSRC-FOHLBASE-022-0181-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","181","181","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L181","6fdcb12d5e1cff8a93b1fb27b355be0380cf5f039e778baea1395ee7a1171663","26","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 6.2 国内玩家分层"
"FOHLSRC-FOHLBASE-022-0185-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","185","185","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L185","ae285269261b9921fc984bf482a2ed5d7df27bbf333840de89da96b2744b7646","85","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 谐波主线 | 绿的谐波 | 收入、毛利率、产销量、扩产均较清晰 |"
"FOHLSRC-FOHLBASE-022-0186-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","186","186","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L186","d45651e4841559418d0f404b620e7a6fba8b2c10caf8ebdf42bf7374bb0f6ffd","107","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| RV 平台 | 双环传动/环动科技 | 需要通过环动招股书拆收入、毛利、客户和产能 |"
"FOHLSRC-FOHLBASE-022-0187-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","187","187","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L187","f5a657f89480c944010742811f0574a26f399d1c228af40bf969ccd9d5434d1a","139","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 多路线一体化 | 中大力德、丰立智能、瑞迪智驱、国茂股份 | 产品线广,但需要分产品收入和客户验证 |"
"FOHLSRC-FOHLBASE-022-0188-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","188","188","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L188","850dec29dff936ed30d8445683aa45839d9b8a47d47899490834fc38ffffd5c8","143","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 行星/摆线新路线 | 豪能股份、精锻科技、科盟创新、夏厦精密等 | 制造迁移和路线弹性强,收入验证不足 |"
"FOHLSRC-FOHLBASE-022-0189-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","189","189","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L189","695bc960b0ec5275c41a065798d507fcedbb37294c8a91f44bbd851c4813e808","97","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 早期项目 | 福达股份 | 项目明确但公告显示尚未实现机器人减速器收入 |"
"FOHLSRC-FOHLBASE-022-0190-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","190","190","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L190","0dbad66f5f1b4927656a86086ba5dd1b44f1a7109f08e2a3577e5f3fe00807ae","145","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 上游关键件 | 苏轴股份、泰德股份、万达轴承、五洲新春等 | 不是减速器本体,需拆机器人轴承收入和客户 |"
"FOHLSRC-FOHLBASE-022-0192-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","192","192","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L192","463eaeb1a04d1116ef9096da2c2cc5057428b4e1166a8668365b148d0d74b368","150","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","竞争格局最重要的不是“谁也在做”,而是谁已经有收入、产销量、客户和毛利;谁只是项目、样品或制造迁移。"
"FOHLSRC-FOHLBASE-022-0194-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","194","194","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L194","ef1d52e879da9c645855c12ac1006d4482705d3104fb0d3d27e88b7b68c497a2","344","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-减速器_市场分析-06-SUPPLY):客户、主供、独供、产能、交付、良率和寿命需官方或客户侧补证。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-022-0196-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","196","196","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L196","df2a741f732015c0002435d45b233ecf3273ec9d01fec497fd1d7375c6b1f856","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 7. 公司市场化对比"
"FOHLSRC-FOHLBASE-022-0200-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","200","200","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L200","bcfff9a1e88965b6ee94fc7d4b8e535ea17ad0890c3c0e3f5d08dba3695fdf2f","263","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 绿的谐波 | 国内谐波主线 | 工业机器人、协作、具身智能等 | 高 | 2025 年谐波产量 433,655 台、销量 425,158 台;谐波及金属件收入 4.765 亿元、毛利率 36.77% | 人形客户、供货量、ASP、寿命、产能利用率 |"
"FOHLSRC-FOHLBASE-022-0201-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","201","201","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L201","610f3643b1e7d6593f67b6b5474866ca7fe76055f3913ca01ba3c9f0db406c1f","231","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 双环传动/环动 | RV 和机器人减速器平台 | 工业机器人 RV | 中高 | 研报称环动 2024 年 RV 销量 11.7 万台、国内 RV 约 25% 份额 | 环动收入、毛利率、客户、招股书口径、人形产品 |"
"FOHLSRC-FOHLBASE-022-0202-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","202","202","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L202","951ed13f6212a1e2b93f5adba39249d4f7b34ec0d615e06af1ad3d8d78b3acf1","174","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中大力德 | 多路线一体化 | 工业和通用传动 | 中高 | 行星、RV、谐波、摆线、一体机路线齐全 | 分产品收入、机器人客户、产销量 |"
"FOHLSRC-FOHLBASE-022-0203-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","203","203","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L203","fa3c6f7388cf5709fea5401b27c2692b893c250efebc27f3f49357eeaefd3c96","145","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 丰立智能 | 精密传动弹性 | 传动零部件 | 中高 | 与英搏尔合作传动模块线索 | 机器人收入、产品型号、客户 |"
"FOHLSRC-FOHLBASE-022-0204-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","204","204","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L204","cb7a2ce21681c03632acaf7da8ddd7937773a46347067de09178c2642859b5ae","187","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 福达股份 | 早期项目 | 汽车传动底盘 | 中 | 精密减速器项目总投资 2.53 亿元;公告称尚未实现机器人减速器收入 | 定点、量产、收入、良率 |"
"FOHLSRC-FOHLBASE-022-0205-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","205","205","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L205","8bf0939400d6410f668c8bc1eb61e8e4ed9741276b89b3ad0545b74636249502","244","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 豪能股份 | 行星/新型摆线/关节总成 | 汽车传动、差速器 | 高 | 公告验证机器人行星、新型摆线、关节驱动总成路线;2025 年差速器收入约 6.9 亿元 | 机器人收入、客户、供货量、型号 |"
"FOHLSRC-FOHLBASE-022-0206-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","206","206","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L206","8ced3cda718abd6c6526ff839fa1e21a2ba86c66859ad8dfc599fd5c0a103c5f","184","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 精锻科技 | 精密制造迁移 | 汽车精密成形 | 中高 | 2025 年主营收入约 20.39 亿元,国内/国外约 70.91%/29.09% | 机器人订单、客户、收入、产能 |"
"FOHLSRC-FOHLBASE-022-0207-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","207","207","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L207","1b42abf3a40fff208670e7e20239a6dbfc08a590ee7b86c27f41c95664e5ab13","162","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 苏轴股份 | 上游关键轴承 | 轴承主业 | 中 | 2025 年收入 7.25 亿元,归母净利 1.53 亿元 | 机器人轴承收入、客户、产品寿命 |"
"FOHLSRC-FOHLBASE-022-0209-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","209","209","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L209","d3b575eccd30825ea9da404aece34fd84acf5f3c469ad83d5e5a0e66c9f95a19","333","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-减速器_市场分析-07-RISK):风险、限制和投资相关表述不得外推为正式结论或投资建议。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-022-0211-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","211","211","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L211","016aa60fb71b4bd7f1da0d740150b10ea52aa962e32bb0f4b8a4f2b4d2dc78f2","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 8. 增量来源"
"FOHLSRC-FOHLBASE-022-0222-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","222","222","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L222","a3557de2231e3cb6e6e38169f110cbf078d794b393adf5bc178fa0a2a8a92ed5","24","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 9. 关键验证问题"
"FOHLSRC-FOHLBASE-022-0228-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","228","228","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L228","3d607b5166c88b4ca13859a2adb8fcef98cd80c7871a9c7f9c614f3216dc0706","92","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP 下降速度有多快 | 决定收入和毛利 | 多为研报趋势,合同价缺失 |"
"FOHLSRC-FOHLBASE-022-0229-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","229","229","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L229","bf3afa1137b0351cd9add06eb0ced6d69b4b093ee5819218fce29a29944c694b","146","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 绿的人形客户和供货量是多少 | 判断是否从工业/协作延伸到人形主供 | 研报称批量交付,但客户侧证据不足 |"
"FOHLSRC-FOHLBASE-022-0230-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","230","230","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L230","e9e4fe674a1633f821862700c30d568399e7cf70712ad258f5719e2ac4bb13f0","124","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 环动科技收入、毛利、客户和产能如何 | 判断双环机器人平台质量 | 需要招股书和问询资料 |"
"FOHLSRC-FOHLBASE-022-0231-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","231","231","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L231","874916fbf7ab0cc42322c1f1c575ccf2b268fa97e3aaa192575843ce87b16975","120","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 豪能/精锻/福达等是否形成机器人收入 | 判断制造迁移能否兑现 | 多数仍处早期或未披露 |"
"FOHLSRC-FOHLBASE-022-0232-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","232","232","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L232","ba6ef4d2d163e8e8e186c84d2b2222b5ebe8d60a0d69b2072674e1368ee04d28","100","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 减速器寿命和更换周期 | 影响单位任务成本和客户复购 | 产品级数据缺失 |"
"FOHLSRC-FOHLBASE-022-0233-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","233","233","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L233","dc3803ce2084110a66f7531dbcfd2c142f169b43abdbc9639819ccbe9ada3d14","82","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产能利用率和供货周期 | 判断是否具备话语权 | 多数未披露 |"
"FOHLSRC-FOHLBASE-022-0234-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","234","234","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L234","d2ba4307d1e779ca66f28ee3bc7993e77233d4e18ddd96203a6e9bcff2b6ca75","127","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 上游轴承和关键件国产替代进度 | 影响寿命、成本和供应安全 | 需要上游公司年报和客户资料 |"
"FOHLSRC-FOHLBASE-022-0236-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","236","236","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L236","a380715daef97fb6a308cbff4ceb734f6474e9b1d419d7e434ed2f3dd981039a","13","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 10. 风险"
"FOHLSRC-FOHLBASE-022-0241-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","241","241","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L241","52046147a92375f39fa7ad5a106357b6b63bbf9081119da5ef9bf3a8702aebfc","169","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 市场份额口径冲突 | 谐波、RV、行星份额来自不同白皮书和研报,年份、地区、销售额/出货量口径可能不同 | 不合并,只并列 |"
"FOHLSRC-FOHLBASE-022-0243-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","243","243","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L243","43f95b695038bb6bfca7d6eef75469ead0350508a5562b07c010ff4adcbc5562","139","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户线索偏弱 | “头部客户、国际客户、核心供应商”多为研报或公司侧口径 | 需客户侧或招股书验证 |"
"FOHLSRC-FOHLBASE-022-0244-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","244","244","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L244","d622493558a66fbd76d54c8409e7869322f1c09410b4a71279ebdd41558fc868","125","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP 和寿命缺失 | 合同价格和寿命测试通常不公开 | 通过产品手册、采购公告和收入销量反推 |"
"FOHLSRC-FOHLBASE-022-0246-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","246","246","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L246","24eab438e6b3cf1458c2cb6d1f000c8969d90c2e2a2f23282c6f053ae8a25a32","104","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 价格下降风险 | 人形机器人量产会压低 BOM | 关注毛利率、良率和自动化降本 |"
"FOHLSRC-FOHLBASE-022-0247-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","247","247","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L247","96dc2b92df4171093c7bdc8bb4971584b60dc13de79521ce31ad101082a1874b","120","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 路线切换风险 | 行星、谐波、RV、摆线配比仍可能变化 | 按关节位置和客户方案动态更新 |"
"FOHLSRC-FOHLBASE-022-0249-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","249","249","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L249","c44a9cb2e71af809fb310b889ced1bd5b2e8bb0a29088e2e184b222f0f5c28ac","19","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 11. 市场结论"
"FOHLSRC-FOHLBASE-022-0253-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","253","253","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L253","27b6a1465b74830528aa0b5efea5e205c7cec8feaf004dcc2f38ce595c6e2411","126","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","1. 基本盘来自工业机器人、协作机器人和通用自动化,重点看 RV、谐波和精密行星的国产替代。"
"FOHLSRC-FOHLBASE-022-0254-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","254","254","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L254","4e1cd0f2e39a52dd46ab4b62a027911232fe7355ba225f94583ed57faab50d07","142","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","2. 高弹性来自人形机器人,尤其是上肢谐波和下肢行星/摆线路线,但要防止过早把远期空间当成确定收入。"
"FOHLSRC-FOHLBASE-022-0255-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","255","255","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L255","7f4adc9954a03722382bba54e22ab49b5a4c98ecc388a4a5cbcd1f88bcfd0bc1","182","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","3. 绿的谐波是当前最清晰的谐波收入和产销量样本;双环/环动是 RV 和平台化重点;豪能、精锻、福达等需要用机器人收入验证制造迁移。"
"FOHLSRC-FOHLBASE-022-0256-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","256","256","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L256","9c7370ee30e3e2b886f01fc77b7419c0c2b06a5c05a6fd81d00180e3915d702b","127","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","4. 价格下降会扩大渗透,但也会压缩毛利;后续要同时看 ASP、销量、良率、寿命和产能利用率。"
"FOHLSRC-FOHLBASE-023-0004-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","4","4","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L4","921b94ff7ba01c586b8e700aa531b6a0e4f067670bacf580729b9351f42f9d99","35","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> case_id: ANA-ROBOT-INDUSTRY-001"
"FOHLSRC-FOHLBASE-023-0005-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-023-0005-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-023-0006-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","6","6","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L6","51ddefb06b154109ad40b8a957ea1dc8d5f6ce2e5ab03823e2d66f370c5111b7","43","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> batch_id: BATCH-ANA-ROBOT-MIGRATION-001"
"FOHLSRC-FOHLBASE-023-0007-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-023-0007-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-023-0010-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","10","10","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L10","6b70fdf4319b34a38405a95b6e109c6b55a71a355b6c2d255ed66038aa349b03","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> frozen_date: 2026-07-03"
"FOHLSRC-FOHLBASE-023-0012-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","12","12","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L12","229e5b6f2d71cd5b4705f7f20be8540ea151a520c9cbe1234c970c6502cc9304","24","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0. 冻结复核结论"
"FOHLSRC-FOHLBASE-023-0015-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","15","15","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L15","cd79cd837d92015495dff874aaa02b5e4a015d3140260011f8331796c19e169b","173","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 当前冻结含义是“稳定文件名、稳定入口、稳定来源映射和正式返修基线”,不是审核通过、不是对外交付版,也不是投资建议。"
"FOHLSRC-FOHLBASE-023-0016-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L16","0aa52cb542375b1ce733a79e7ea3b57f8e038aa1b85ab2b210ae71f4551b4274","335","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 证据状态统一按 SUBINDUSTRY14_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-023-0016-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L16","0aa52cb542375b1ce733a79e7ea3b57f8e038aa1b85ab2b210ae71f4551b4274","335","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 证据状态统一按 SUBINDUSTRY14_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-023-0017-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","17","17","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L17","91a4ef370f9100b0b6bd534d7e3cfbb1c86d35994cf860bab33246e2b3e514c7","129","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 复核备注:已按 P0 细分环节首批迁入;正式结论前需补证据等级、硬字段来源和人读质量复核。"
"FOHLSRC-FOHLBASE-023-0019-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L19","2101f9421c0c28216ff7b7164ba69bb78cfa598f1062e3c0e961f6ae10ca9c33","57","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-023-0019-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L19","2101f9421c0c28216ff7b7164ba69bb78cfa598f1062e3c0e961f6ae10ca9c33","57","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-023-0021-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L21","012395b7dbe1497463706c71f3b3d2fa26c054fae7c3ae2d969aae153f1bbcf0","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 本节为 14 个子行业页输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、覆盖完整、对外交付或完成状态。"
"FOHLSRC-FOHLBASE-023-0021-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L21","012395b7dbe1497463706c71f3b3d2fa26c054fae7c3ae2d969aae153f1bbcf0","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 本节为 14 个子行业页输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、覆盖完整、对外交付或完成状态。"
"FOHLSRC-FOHLBASE-023-0023-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","23","23","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L23","9c00e401c231910ed3a087d948f675b1f60be8894af072a760894672ce3131bc","221","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 强字段统一降读:市场规模 / 出货量、ASP / 单机价值量、客户供应链、主供 / 独供、产能 / 产销、毛利 / 份额 / 利润池等,只能保留为待核验事实、研报测算或缺口。"
"FOHLSRC-FOHLBASE-023-0027-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","27","27","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L27","4e56cbb145541fac37589f6c8fca82b2dee1170ab478f7c3ebf99111766af9cc","247","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 细分环节定义 / 产品边界 | 范围 / 产品层待审线索 | 保留为既有研究承接线索,正式输出前需按研报体系确认定义、边界和排除项。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-023-0028-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","28","28","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L28","8db27a01e102c745588307d23f7c862575f72ee85bef4734d5d991f516bc27f9","232","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产业链位置 / 上中下游路径 | 范围 / 产品层待审线索 | 仅作为待审结构化归类,不等同完整产业链覆盖或正式图谱结论。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-023-0029-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","29","29","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L29","6281375fecc81a256a54d732fe1d8e4b247e7c67d5512fe288176dfaca9b94a3","235","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 技术路线 / 产品形态 | 范围 / 产品层待审线索 | 保留技术路线和产品形态描述,但参数、路线胜率和商业化阶段不得外推。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-023-0030-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","30","30","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L30","8bf26ea3cba76c2aacd0a839d55f06522c229cda4248f679685ce19f5b5810fd","223","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 相关公司 / 供给格局 | 范围 / 产品层待审线索 | 公司映射仅为迁移草稿口径,不代表正式公司池或覆盖完整判断。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-023-0031-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","31","31","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L31","3fffbd08348755ecaa04fe0fa336d27bf68efebf42d0265b9ce87addc9795b08","269","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 市场规模 / 出货量 / 渗透率 | 待核验 / 测算 / 缺口保留 | 市场规模、出货量、CAGR、渗透率等测算必须保留为待核验或研报测算,不得写成确定事实。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-023-0031-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","31","31","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L31","3fffbd08348755ecaa04fe0fa336d27bf68efebf42d0265b9ce87addc9795b08","269","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 市场规模 / 出货量 / 渗透率 | 待核验 / 测算 / 缺口保留 | 市场规模、出货量、CAGR、渗透率等测算必须保留为待核验或研报测算,不得写成确定事实。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-023-0032-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","32","32","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L32","64f80a1464adf1fb6e6e05725120d95de85fdc34837d1d326af9ad984f74fac2","255","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| ASP / 单机价值量 / BOM 价值 | 待核验 / 测算 / 缺口保留 | ASP、单机价值量、BOM 占比和价格带必须标注测算来源或缺口,未补证前不得升级。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-023-0032-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","32","32","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L32","64f80a1464adf1fb6e6e05725120d95de85fdc34837d1d326af9ad984f74fac2","255","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP / 单机价值量 / BOM 价值 | 待核验 / 测算 / 缺口保留 | ASP、单机价值量、BOM 占比和价格带必须标注测算来源或缺口,未补证前不得升级。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-023-0033-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L33","71413faf60199ea9ae2e99d2c792fabfd0291bfddc576ed8d815578c9b4f09ed","247","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 客户 / 主供 / 独供 / 供应链阵营 | 待核验 / 测算 / 缺口保留 | 客户、主供、独供、阵营归属和供应关系需公司侧或客户侧官方证据。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-023-0033-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L33","71413faf60199ea9ae2e99d2c792fabfd0291bfddc576ed8d815578c9b4f09ed","247","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户 / 主供 / 独供 / 供应链阵营 | 待核验 / 测算 / 缺口保留 | 客户、主供、独供、阵营归属和供应关系需公司侧或客户侧官方证据。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-023-0034-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L34","028d80d746d7ccf22c47ee5e92a742ded1e94aba35ed811f07eb2ce140647539","259","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产能 / 产销 / 交付 / 良率 | 待核验 / 测算 / 缺口保留 | 产能、产销、交付、良率、寿命和可靠性均保留待核验,不得由研报迁移稿直接确认。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-023-0034-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L34","028d80d746d7ccf22c47ee5e92a742ded1e94aba35ed811f07eb2ce140647539","259","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产能 / 产销 / 交付 / 良率 | 待核验 / 测算 / 缺口保留 | 产能、产销、交付、良率、寿命和可靠性均保留待核验,不得由研报迁移稿直接确认。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-023-0035-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L35","5d64da9a832693f9c64eba84a8f4b8ff8e11a200dc0f04617af088b1395e1ed6","262","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 毛利 / 份额 / 利润池 / 话语权 | 待核验 / 测算 / 缺口保留 | 毛利、份额、利润池和话语权判断只能作为待审分析,不构成正式结论或投资建议。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-023-0035-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L35","5d64da9a832693f9c64eba84a8f4b8ff8e11a200dc0f04617af088b1395e1ed6","262","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 毛利 / 份额 / 利润池 / 话语权 | 待核验 / 测算 / 缺口保留 | 毛利、份额、利润池和话语权判断只能作为待审分析,不构成正式结论或投资建议。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-023-0037-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","37","37","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L37","ae01a7faaf01b0ea525d4b9e250d3544ea8ffedc2d49f34927c0f66827a6cd27","129","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/subindustry14_field_downgrade_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-023-0039-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L39","ca11e704d49f4a2dd3073d92d19772b04fa8a551195f94b650f457dd1c6e7a2a","63","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-023-0039-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L39","ca11e704d49f4a2dd3073d92d19772b04fa8a551195f94b650f457dd1c6e7a2a","63","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-023-0043-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","43","43","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L43","90e462ecb148c59615fe2265334e1a379d1b892e751c1ee787014862875c9be0","197","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 核心结论 / 环节定位 | 将赛道结论、价值判断和商业化阶段降读为待审分析,不写成审核通过结论。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-023-0044-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","44","44","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L44","c30461c0700dc301eb90303898ca61e4492d5c7c51bc96a9e63b0c194b6db475","200","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产品边界 / 技术路线 | 产品和路线描述保留为待审结构,明确不能替代参数、可靠性或路线胜率证据。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-023-0045-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","45","45","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L45","692b78c0f1644130a50fd895f9aa614fb10e9e4b8b37fed5f01054da8aa3c417","196","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 市场规模 / 出货 / 渗透 / ASP 测算 | 市场空间、出货、渗透、ASP 和单机价值量均需标注测算或缺口。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-023-0045-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","45","45","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L45","692b78c0f1644130a50fd895f9aa614fb10e9e4b8b37fed5f01054da8aa3c417","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 市场规模 / 出货 / 渗透 / ASP 测算 | 市场空间、出货、渗透、ASP 和单机价值量均需标注测算或缺口。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-023-0046-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L46","4fae98732121536c72cb59d86ecad15783b3188975d333e7905574d6e5219536","209","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产业链拆解 / 价值量 / 利润池 | 价值量、利润池和毛利判断降读为研报测算或分析判断,不能写成确定事实。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-023-0046-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L46","4fae98732121536c72cb59d86ecad15783b3188975d333e7905574d6e5219536","209","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产业链拆解 / 价值量 / 利润池 | 价值量、利润池和毛利判断降读为研报测算或分析判断,不能写成确定事实。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-023-0047-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","47","47","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L47","ff8af3b63897d9e23cb1e24af2e7532c9ffb4d15e4aa83c5c640eedd4cf66b4e","179","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 公司格局 / 竞争份额 | 公司映射、竞争份额和卡位判断不代表正式公司池或覆盖完整。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-023-0048-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L48","6a1be6d5cedd135abc33fa473bf1788d3ac39533700992e20fb3710ac3b03552","197","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 客户供应链 / 产能交付 | 客户、主供、独供、产能、交付和良率保持待核验,需官方或客户侧补证。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-023-0048-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L48","6a1be6d5cedd135abc33fa473bf1788d3ac39533700992e20fb3710ac3b03552","197","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户供应链 / 产能交付 | 客户、主供、独供、产能、交付和良率保持待核验,需官方或客户侧补证。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-023-0049-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L49","65adc2cb7d697fa50f2d7df218078564fc9e042204bf9fddd519332d0f157325","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-023-0049-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L49","65adc2cb7d697fa50f2d7df218078564fc9e042204bf9fddd519332d0f157325","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-023-0051-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","51","51","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L51","fb061b6bcae56bc314070d18f434ab263b9397bfed2b1d2cf0ed9bae27ac6ad3","128","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/subindustry14_body_downgrade_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-023-0056-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","56","56","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L56","6830c7063a013efa1568fa7351099d5c4188115764d590945e6ab81788467262","269","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 文档定位:本文只回答“机器人减速器产业链如何拆、价值和壁垒在哪里、哪些公司处于什么位置、增量流向谁”。市场规模、出货量、价格带、份额和竞争格局集中放在 `减速器市场深度梳理结果.md`。"
"FOHLSRC-FOHLBASE-023-0058-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","58","58","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L58","2b465f99771beeb2aea564c6ebbc0d234de29c62ef56f4d31717f4d8aa2cc9a0","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 1. 资料口径"
"FOHLSRC-FOHLBASE-023-0064-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","64","64","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L64","7b1c3f3688f047bc5fe13245852071a25fab0de915feb822bd0348903387e5d3","147","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| `../../../../raw/existing_research/归档/旧版梳理结果_20260528前/减速器深度梳理结果.md` | 本次拆分主底稿 | 分析底稿 |"
"FOHLSRC-FOHLBASE-023-0065-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","65","65","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L65","ef05f5e6a2831b4414cb37bd6a6096e5fa356cb6b3f5f1b29ce2aa468c1068b4","165","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| `../../../../raw/existing_research/归档/旧版梳理结果_20260528前/减速器梳理结果.md` | 旧版产品边界、公开补证、玩家池 | 分析底稿 |"
"FOHLSRC-FOHLBASE-023-0067-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","67","67","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L67","eaef10ee1758f22cac4bccdafb9f9d3f78927b0ac4a091bbeace7de945f6f92e","183","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| `../../../../raw/existing_research/归档/旧版梳理结果_20260528前/执行器关节模组深度梳理结果.md` | 旋转关节中减速器位置和成本口径 | 分析底稿 |"
"FOHLSRC-FOHLBASE-023-0073-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","73","73","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L73","21a6b17f346889f8687381d6f8ce7cd97e3961b513c83eeb01f937f28665c1f2","97","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 市场空间、份额、ASP、CAGR 多为研报或第三方测算,只能作为情景参考。"
"FOHLSRC-FOHLBASE-023-0074-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","74","74","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L74","c60f612dbca0aa0b21263aa26b6c1f7126493b69405576e6cd74cb3a4d0e7e61","113","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 客户进入、头部客户、国际客户批量交付等若缺少客户侧确认,统一写“待验证”。"
"FOHLSRC-FOHLBASE-023-0075-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","75","75","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L75","46b610608e5093a1eef92f01b3b703d75a9ae9a2f442436e6e793a297608e25f","95","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 公司整体毛利率、业务线毛利率和机器人减速器单品毛利率必须分开。"
"FOHLSRC-FOHLBASE-023-0077-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","77","77","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L77","1667c45a6a2b02f0812b355494f129379e63d1bb8f45101a935cf576c225a8de","342","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-减速器_详细介绍-01-CORE):核心结论、赛道空间、产业位置和商业化判断均需降读为待审分析。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-023-0079-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","79","79","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L79","e0bae0a06a89773e4be0efd46fc49c1f3b17dd8e2c4a3fd9341cd7c295850a31","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 2. 核心结论"
"FOHLSRC-FOHLBASE-023-0081-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","81","81","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L81","c6b010137c0e18e4ffc2bbbd98e82eafd9aa1583916b13d8670dad6ef8fc4ce4","201","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","减速器是机器人旋转执行器的核心传动环节,作用不只是“降速增扭”,还决定关节的回差、传动误差、刚性、噪声、寿命、重量、成本和量产一致性。"
"FOHLSRC-FOHLBASE-023-0087-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","87","87","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L87","dae4433b2d73f15fd53a52f8464f2324d9f2dd213e3cddd91b449f53910dfbbf","199","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 谐波减速器 | 人形上肢、腕部、轻载高精度旋转关节、协作机器人 | 当前人形旋转关节确定性最高的路线之一,绿的谐波收入、毛利和产销量最清晰 |"
"FOHLSRC-FOHLBASE-023-0089-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","89","89","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L89","830a38a6c0a430baec0adce6e388714e20b3fad04588e90084852d777bfa5e18","187","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 精密行星减速器 | 下肢、准直驱、低成本旋转关节、线性执行器前级 | 效率和成本潜力好,但高端低回差、寿命一致性和客户验证仍需补证 |"
"FOHLSRC-FOHLBASE-023-0091-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","91","91","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L91","ec0eae522303ac8823d86405e59aa600d165c124de098c2a2bb5252282b4e571","160","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 关节模组 | 减速器 + 电机 + 编码器 + 传感器 + 轴承 | 价值量上移方向,但责任边界更重,需看客户共同开发和测试能力 |"
"FOHLSRC-FOHLBASE-023-0097-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","97","97","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L97","753b9b3b5814a888f60588298df27343b0963b2bbdd3909e48e008ead8eca444","169","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 已有减速器主业收入和产销量验证 | 绿的谐波 | 谐波减速器收入、毛利率、产销量可公开验证,是国内谐波主线最清晰的公司 |"
"FOHLSRC-FOHLBASE-023-0098-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","98","98","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L98","1a8aabc36aeeb924532189fa37f0641eace04be0da1b7d4766d6e5fbbb803c9f","173","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人减速器平台化 | 双环传动/环动科技 | RV 基本盘和机器人平台线索清晰,但母公司汽车齿轮收入不能代表机器人减速器收入 |"
"FOHLSRC-FOHLBASE-023-0099-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","99","99","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L99","d99eb45984e88874cf97e577b15739ddba97b459279c2b36dd966fcdb6ee1155","238","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 精密制造能力迁移,项目明确但收入待验证 | 福达股份、豪能股份、精锻科技、夏厦精密等 | 有齿轮、锻造、差速器或小模数齿轮基础,但需要机器人产品收入、客户和毛利验证 |"
"FOHLSRC-FOHLBASE-023-0100-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","100","100","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L100","3e88edb27e69f7e5339daca10498d20650ebef1d0240c896f826112eeee51e9e","182","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 一体化/多路线玩家 | 中大力德、丰立智能、瑞迪智驱、国茂股份等 | 产品路线覆盖较广,需专项年报、产品手册、客户阶段和产能数据 |"
"FOHLSRC-FOHLBASE-023-0101-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","101","101","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L101","4fe87e02c3139826c843c3a34724dd6a2d5ee7867c36d9720d0112ac7e5a991e","185","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 上游关键件 | 苏轴股份、泰德股份、万达轴承、五洲新春等 | 柔性轴承、滚针、薄壁/交叉滚子等卡位关键零件,收入占比和客户导入需拆 |"
"FOHLSRC-FOHLBASE-023-0102-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","102","102","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L102","b17c3c563de605be8bf5a4f93ec0d24722754e803cc5a37d0f3179ce7aeb4e23","165","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 海外对标 | 哈默纳科、纳博特斯克、新宝/Nidec-Shimpo、Neugart、Wittenstein 等 | 仍是产品系列、寿命验证和高端客户的主要对标 |"
"FOHLSRC-FOHLBASE-023-0104-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","104","104","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L104","b64c2b752b7dc4cc3ae5b5c3efc678006dedb379f3187e46185624df583b20fd","339","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-减速器_详细介绍-02-PRODUCT):产品边界、技术路线和环节拆分仅保留范围 / 产品层待审线索。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-023-0106-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","106","106","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L106","f9926e6403a50122666b34310e84d8185dea19a4e89644cfe60b034b07ecd7a3","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 3. 产品边界"
"FOHLSRC-FOHLBASE-023-0110-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","110","110","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L110","4c0be2f100d72d24e3fd8cdb5dbc9ae16789caec82513a56d388f27f751e989e","205","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 谐波减速器 | 纳入,主线 | 波发生器、柔轮、刚轮、柔性轴承 | 人形上肢、腕部、轻载高精度旋转关节、协作机器人 | 已量产,国产替代加速 | 核心主线 |"
"FOHLSRC-FOHLBASE-023-0113-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","113","113","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L113","608aa5c278478aa6d19cb00b7d8c996158d4ac0c34d11b739787cf464825b2b5","200","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 摆线/新型摆线减速器 | 纳入,观察主线 | 摆线啮合、针轮、修形齿廓 | 腰、髋、下肢、机器狗、外骨骼 | 早期验证,小型化和量产待验证 | 增量路线 |"
"FOHLSRC-FOHLBASE-023-0114-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","114","114","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L114","14b39ac529bd239821a2722ddaaf673725169476d6fabeeba4d50a0c3e4a94be","173","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 汽车差速器/电驱减速器 | 部分纳入 | 汽车齿轮、差速器总成、电驱传动 | 汽车 | 成熟业务 | 只作为工艺迁移线索,不能外推收入 |"
"FOHLSRC-FOHLBASE-023-0122-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","122","122","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L122","414eb284980f9bc4438d6090ae72b52d8c9f6a1042608d17a5d644e4cdad1292","74","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 有机器人合作或概念,不等于已进入客户批量供应链。"
"FOHLSRC-FOHLBASE-023-0123-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","123","123","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L123","041cc882c128b4a6c99bc7a197864aadeaf9cae3e208957ff0e7ee7ad1f348a9","110","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 减速器本体收入和关节模组收入要分开;模组收入可能更高,但系统责任也更重。"
"FOHLSRC-FOHLBASE-023-0125-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","125","125","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L125","ed0b75994475af4423a6998e58092704e36cb49bce60ae35f5e58b290bad2c91","345","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-减速器_详细介绍-03-MARKET):市场规模、出货量、渗透率、ASP 和单机价值量均需标注测算或缺口。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-023-0127-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","127","127","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L127","034428a3fd46ff8a7550776a29d5a48613897e660da533cab01b4910a089dba7","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 4. 技术路线"
"FOHLSRC-FOHLBASE-023-0135-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","135","135","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L135","17679ac487b776046f8a6f15e0e3688231acb6d1550115a6a14f55ca9c8fb6c7","214","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 无机械减速路线 | 磁场调制等方式实现低速大转矩 | 潜在减少机械传动 | 技术成熟度、控制、可靠性和量产案例不足 | 前瞻 | 研报提及 | 暂不纳入商业化主结论 |"
"FOHLSRC-FOHLBASE-023-0141-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","141","141","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L141","b7fc7e7f37230569b95eaf7df9acb53bc93031e708c20ad88b414a3316879141","149","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 头颈、肩、腕、上肢轻载关节 | 谐波为主,部分行星 | 体积小、回差低、精度高 | 单机用量、型号、寿命和 ASP |"
"FOHLSRC-FOHLBASE-023-0142-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","142","142","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L142","5d873842832c4f15cbd4dd9b1f1e01b9e758d8eca7f4fda4ef2f0819d0307d11","157","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 腰、髋、膝、踝等高负载关节 | 行星、摆线、局部 RV | 承载和效率权重更高,成本压力大 | 路线是否从样机走向量产 |"
"FOHLSRC-FOHLBASE-023-0144-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","144","144","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L144","d3c4af3d34fa6daecbbec7e0ff1d66c2b728eec08467fcdcbacc1cab69496af2","136","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业机器人重载关节 | RV 为主,谐波补充 | 高刚性、高承载,成熟验证 | 国产份额、客户和替代节奏 |"
"FOHLSRC-FOHLBASE-023-0148-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","148","148","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L148","0c0805b73b08d6cf8998a7e05c88b1acbc049e371794bd81154db6cd52de6477","328","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-减速器_详细介绍-04-CHAIN):产业链价值量、利润池和话语权判断不能替代证据结论。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-023-0150-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","150","150","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L150","143711c2b33937602800fa6790596b7c87eed69e759e171fb62b4a606a73aee0","21","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 5. 产业链拆解"
"FOHLSRC-FOHLBASE-023-0163-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","163","163","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L163","ca8cd5c7be0209f244be20f8777f830f426b3dcbc3ff519bb024359b3e638294","14","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 5.1 上游"
"FOHLSRC-FOHLBASE-023-0165-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","165","165","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L165","6e80b3d0328639561b528c22d3ab548c5f47a303d28229c2640542c32a99631b","95","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 上游环节 | 对减速器的作用 | 价值量/利润特征 | 供应关系 | 研究判断 |"
"FOHLSRC-FOHLBASE-023-0167-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","167","167","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L167","30d2963a47144b120ca89ba7c995f37060a4f5a4123d6b115454fca2cc9d796a","228","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 特钢/合金钢/轴承钢 | 决定齿轮、柔轮、轴承的强度、疲劳寿命、热处理稳定性 | 单价不一定最高,但对寿命影响大 | 多为采购 | 真正壁垒在材料选择、热处理和加工组合 |"
"FOHLSRC-FOHLBASE-023-0168-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","168","168","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L168","b211f0cfeb93d3c70e6e6fbf75ea2bbfe87d8622768db7bc63ecc491d5e80c91","223","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| PEEK 等轻量化材料 | 用于保持架、轻量化结构件、新型摆线路线等 | 远期价值取决于是否进入高价值结构件 | 采购/定制 | 可作为轻量化线索,不能直接等同减速器收入 |"
"FOHLSRC-FOHLBASE-023-0169-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","169","169","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L169","571f2c09c7f9efa131b26d6fba1026c73491f231aa7bd9b05eeb4d57b434c59a","163","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 柔轮/刚轮/齿圈 | 谐波减速器核心结构件 | 加工难,良率和寿命影响毛利 | 自制/外协混合 | 柔轮寿命是谐波核心瓶颈之一 |"
"FOHLSRC-FOHLBASE-023-0170-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","170","170","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L170","43aedaddffc97ac6d6d9694ff8747541f81405baa7212be6d8813d46e5e37f12","170","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 柔性轴承/薄壁轴承 | 谐波减速器核心部件 | 小型高精密,验证周期长 | 中游自控或外采 | 是上游高价值关键件,需要收入拆分 |"
"FOHLSRC-FOHLBASE-023-0174-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","174","174","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L174","12b98ee543170ca13c49a45acb6cab7f8c86bea53a39b823edd3be564bef13b2","166","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 精密加工设备 | 滚齿、插齿、磨齿、磨削、检测 | 资本开支大,决定产能和良率 | 设备采购 | 是产能爬坡和降本的上游约束 |"
"FOHLSRC-FOHLBASE-023-0179-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","179","179","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L179","3a736457b94cfe3fd5dc1aac0684b17d03e136055f721b0bf04015c3c7667c0f","14","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 5.2 中游"
"FOHLSRC-FOHLBASE-023-0181-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","181","181","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L181","469c95645e1595b65c724674f6f0833dc9f0cd0d84338c4ffec9982fb6dca8a1","77","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中游环节 | 做什么 | 难点 | 对成本/毛利影响 | 关键玩家 |"
"FOHLSRC-FOHLBASE-023-0184-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","184","184","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L184","122cbf3923cb25f92f08491d315f02c3d60cb1c8ca3b4023df8d44c69bc0eb88","241","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 精密加工 | 柔轮、刚轮、摆线轮、齿轮、齿轴加工 | 微米级精度、薄壁变形、齿面质量、批量一致性 | 决定单位成本、报废率和交付节拍 | 绿的、双环、福达、豪能、精锻、夏厦等 |"
"FOHLSRC-FOHLBASE-023-0187-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","187","187","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L187","e50d1f632fea1abb7372566edcd9e47aa00c2da821d0935627d646b31fca129a","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 测试/标定 | 回差、传动误差、效率、噪声、寿命、温升测试 | 测试设备、节拍、长期寿命数据 | 可能成为产能瓶颈 | 头部厂商和客户联合验证 |"
"FOHLSRC-FOHLBASE-023-0190-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","190","190","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L190","87e8770b5c23775b7a1b864fb5b46d38bb8ba7f7021c2a6aa8d3aec7fd4e69b5","225","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","中游结论:样品阶段看设计和加工,量产阶段看良率、测试节拍、客户认证、成本下降和售后。真正强的是可以稳定供货、参与客户定义、持续降本且故障率可控的厂商。"
"FOHLSRC-FOHLBASE-023-0192-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","192","192","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L192","68f61c34d1d13e7c6bae86f0d336bc5c44bb0cb3f281ac741cd6391dd7075175","14","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 5.3 下游"
"FOHLSRC-FOHLBASE-023-0196-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","196","196","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L196","44d43234c106c26b44aaccbc52bb5ac235431c132f5521808e5aa2dceaebffcb","174","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业机器人 | RV + 谐波为主,用于多关节本体 | 成熟基本盘 | 自动化复苏、国产替代 | 中 | RV/谐波销量、客户份额、替代外资进度 |"
"FOHLSRC-FOHLBASE-023-0198-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","198","198","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L198","358cb8f03e338da093bb6425284480a1ac64241612d2c15da794228dd4a4eb80","218","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人 | 上肢谐波较多,下肢行星/摆线/局部 RV 并存 | 早期到小批量 | 整机量产、工厂场景落地、BOM 降本 | 高 | 单机用量、路线配比、ASP、客户定点和供货量 |"
"FOHLSRC-FOHLBASE-023-0200-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","200","200","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L200","32165ce777d443a20b84a80edd6dc7646c23e5a3850cac3cecaeb51fd22487d5","158","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 医疗/手术机器人 | 小型高精密传动 | 高门槛小批量 | 高精度和可靠性要求 | 低到中 | 认证、低噪声、寿命、客户验证 |"
"FOHLSRC-FOHLBASE-023-0203-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","203","203","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L203","54b56b83e489edb3a50498eaae28e1dc5b7b5ec250ce038f568fa62ba0bf6e4d","339","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-减速器_详细介绍-05-COMPANY):公司映射、竞争格局和份额判断不代表正式公司池或覆盖完整。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-023-0205-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","205","205","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L205","e7b94fe630559484739161c9ed5f27ae0bb4739d3ae91af9c0328f4512051e7b","45","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 6. 成本结构、盈利模式和利润池"
"FOHLSRC-FOHLBASE-023-0207-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","207","207","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L207","a39e3dd1dc090cd89353bc767b5bd6ccf980267ffefc20fb3321ebff63fbc768","49","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 成本项 | 对应内容 | 对利润的影响 |"
"FOHLSRC-FOHLBASE-023-0212-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","212","212","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L212","b8fa7026c870e771872e96f3b0a1e89c4a36779406a4f019d1f519db17d12eba","121","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 装配和测试 | 预紧、回差测试、传动误差、噪声、寿命、温升 | 决定交付能力和售后风险 |"
"FOHLSRC-FOHLBASE-023-0213-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","213","213","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L213","ee8f92298035ae3416202e78dc09c24a5533daff3c751f26d256e44d650f7a49","127","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 研发和客户验证 | 齿形设计、结构迭代、样机测试、客户联合开发 | 早期费用高,量产后摊薄 |"
"FOHLSRC-FOHLBASE-023-0214-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","214","214","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L214","6d46b87f524b05d82d6b02ce819c4365f92f4f7a87d907de24b4a2cbb878c4b8","91","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 良率和售后 | 不良率、返修、客户现场问题 | 量产后决定真实毛利 |"
"FOHLSRC-FOHLBASE-023-0216-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","216","216","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L216","8015f5e19e7f6b465d4887ff09c0f071522a63a8eb78bf9c52dfb28581cbb3b6","249","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","减速器成本的核心不是“材料占比最高”,而是精密加工、热处理、装配测试和良率共同形成的系统成本。规模化量产后,如果单价快速下降,良率和自动化能力会比单件材料成本更重要。"
"FOHLSRC-FOHLBASE-023-0218-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","218","218","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L218","c95116622d22920cfd81048c8da70626583ad9c605ce756766edad873965c576","20","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 6.1 盈利模式"
"FOHLSRC-FOHLBASE-023-0220-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","220","220","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L220","362692a5709df94e42b9a0aac354fb9c84bab4d140d31e4811406065ce2ee6d9","70","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 盈利模式 | 典型玩家 | 利润来源 | 适合场景 | 风险 |"
"FOHLSRC-FOHLBASE-023-0222-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","222","222","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L222","81cd00cca0c9ffc4a7e84a4ca8f7b7a990d95a9b00962f3678fa6291302b3a82","266","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 标准减速器销售 | 绿的谐波、环动科技、中大力德、Harmonic Drive、Nabtesco | 规模、良率、产品系列、客户认证和渠道 | 工业机器人、协作机器人、通用自动化 | 价格战、客户多供、产能扩张后毛利下行 |"
"FOHLSRC-FOHLBASE-023-0223-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","223","223","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L223","6be3f66f4b78a7f8a3fec2b514fa427752894955ccfc9b252eed62427cc3bda7","263","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 定制减速器 / 联合开发 | 绿的谐波、双环/环动、中大力德、豪能、精锻 | 参与客户关节规格定义,绑定产品迭代 | 人形机器人、四足、医疗、特殊关节 | 客户项目失败、研发费用前置、批量兑现慢 |"
"FOHLSRC-FOHLBASE-023-0224-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","224","224","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L224","4e4ffb9444777efc680e2bd88ba502f955fb9889887d9910c0871071af1affd9","286","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机电一体化 / 关节模组 | 绿的谐波、中大力德、双环/环动、豪能、精锻 | 从单件减速器向执行器总成上移,单件价值量提升 | 人形、协作、轻量化工业机器人 | 系统责任更重,若电机/编码器/驱动外采则利润被分流 |"
"FOHLSRC-FOHLBASE-023-0225-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","225","225","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L225","be115758c25a766e287fdda91372314b1919ee052cc7f2dc276886109d19ed38","231","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 上游关键件供给 | 苏轴、泰德、万达、五洲等 | 柔性轴承、滚针、薄壁轴承、齿轮件等国产替代 | 谐波、RV、摆线、关节模组 | 单件价值量低,客户认证长,收入占比不易拆 |"
"FOHLSRC-FOHLBASE-023-0226-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","226","226","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L226","2c4534b847761f95d69dba0d3e70b87c5bfa19879fd90ea590d5e1d89055e22e","262","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 设备 / 刀具 / 工艺服务 | 华辰装备、浙海德曼、恒锋工具、秦川机床等 | 扩产“铲子”、耗材复购、工艺服务 | 丝杠、减速器、精密齿轮扩产 | 订单周期波动,设备收入不能等同机器人零部件收入 |"
"FOHLSRC-FOHLBASE-023-0228-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","228","228","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L228","5d6e17b78691a11ecb6dd5bf6c35c5ae84d044bc4d594e31b08c7ce5adb1d297","23","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 6.2 利润池判断"
"FOHLSRC-FOHLBASE-023-0230-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","230","230","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L230","f361026ffd9507fc461040b219569ad5bdf346f7e94308b18fcf02f9f014fa28","165","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","减速器的利润池不只在减速器本体,也分布在“高精密加工能力、关键轴承、测试标定、机电一体化”和“设备耗材”之间。"
"FOHLSRC-FOHLBASE-023-0232-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","232","232","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L232","011363033a073f399eb784ba243af0d375adca96117c4d6bad10d20a94ef5033","46","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 利润池 | 谁更容易拿到 | 为什么 |"
"FOHLSRC-FOHLBASE-023-0234-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","234","234","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L234","0ed200dda5858bd36972c00ea860564b3ee523e767708918fa5ad453350be232","157","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 成熟 RV / 谐波本体 | 已有客户和规模化量产的头部厂商 | 产品经过工业机器人验证,客户认证周期长,替换成本较高 |"
"FOHLSRC-FOHLBASE-023-0235-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","235","235","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L235","c6009db2268c9c25a1addaeeaba73f57b6367838aa04feb1436b9311dbb369f7","178","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人定制关节 | 能参与客户定义、共同开发和稳定交付的供应商 | 单机价值量高,但只有定点 / 小批量 / 批量证据后才能确认 |"
"FOHLSRC-FOHLBASE-023-0236-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","236","236","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L236","f78bb4ec71397435a448b814a8b40ac2664427a1feac49b28abb9ce808b7b47b","157","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高难核心件和工艺 | 掌握柔性轴承、薄壁齿轮、热处理、磨削、检测能力的厂商 | 高良率和寿命一致性决定真实毛利 |"
"FOHLSRC-FOHLBASE-023-0237-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","237","237","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L237","7a9040dc647672c42f1f3a4e9c04b98c16b933b501d4531185d2c1044b474197","160","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 设备和刀具耗材 | 进入减速器 / 丝杠扩产链条的设备、刀具厂 | 行业扩产时受益,但与机器人终端销量之间有周期错配 |"
"FOHLSRC-FOHLBASE-023-0239-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","239","239","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L239","33c8a9caaa3021611a6454e29dfd081e9bc4e43cf508dc579607a0268192e91e","344","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-减速器_详细介绍-06-SUPPLY):客户、主供、独供、产能、交付、良率和寿命需官方或客户侧补证。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-023-0241-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","241","241","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L241","5398c16c08d287d8b3914a269aad09e8548228bad6d3cd454722e0b623366a3a","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 7. 环节话语权判断"
"FOHLSRC-FOHLBASE-023-0243-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","243","243","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L243","99fb7b01b7f9a1b9022cd7e36a53a936b56312e5c65363b43e85ebf28d36dbb9","129","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","减速器环节的话语权来自“精度、寿命、客户认证和交付稳定性”,但不同路线和场景差异很大。"
"FOHLSRC-FOHLBASE-023-0247-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","247","247","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L247","aa197605b49a7957b3093db69075761abb833b4e70f042090ab453a705008d1f","302","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业机器人 RV | 高刚性、高承载、长期客户验证、寿命和精度保持 | Nabtesco 全球强,环动为国内 RV 国产替代主线 | 国产机器人价格竞争、客户集中、价格年降 | 确定性高,弹性中等,优先看环动收入、ASP、毛利率和产能利用率 |"
"FOHLSRC-FOHLBASE-023-0248-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","248","248","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L248","b91e9bc70589208eeb14ea66eb673dffc2c253a0c358d86e38f6c084bae86b9a","283","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 协作 / 轻载谐波 | 小体积、低回差、低噪声、轻量化和系列化 | Harmonic Drive 全球标杆,绿的谐波国内主线 | 价格下行、国产多供、柔轮寿命和国际客户验证 | 国内龙头已有财务兑现,后续看人形客户和机电一体化 |"
"FOHLSRC-FOHLBASE-023-0249-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","249","249","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L249","7a1240528ad42249ae8010ecc5f2718470c669be88523e1863e4e02d0b81140f","287","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形上肢旋转关节 | 高扭矩密度、轻量化、低回差、批量一致性 | 绿的谐波、Harmonic Drive、部分多路线厂商 | 本体厂自研 / 多供、规格未收敛、批量 ASP 未披露 | 弹性高,但必须区分“样机适配”和“稳定批量供货” |"
"FOHLSRC-FOHLBASE-023-0250-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","250","250","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L250","b0d45f4674148918fa982184bb78c72360e8a0e38515b12731b7ea40f17fe083","298","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形下肢 / 高负载关节 | 承载、抗冲击、效率、温升、噪声和成本 | 行星、摆线、局部 RV 路线并存,豪能/精锻/中大等为观察 | 路线未收敛,客户测试长,工艺和良率未知 | 先按早期验证处理,不宜把汽车齿轮能力直接外推 |"
"FOHLSRC-FOHLBASE-023-0251-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","251","251","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L251","16e99b5dd53c6c8e4707de8ae4a4f4a65eff28ade6d94a30b98d291d19897429","314","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 关节模组 | 减速器 + 电机 + 编码器 + 传感器 + 轴承的一体化能力 | 绿的、中大、双环/环动、豪能、精锻等均在尝试 | 本体厂掌握接口定义,外采核心件会分流利润 | 若能成为主供并参与定义,话语权高于单件减速器;否则只是装配价值 |"
"FOHLSRC-FOHLBASE-023-0252-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","252","252","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L252","e8493d42b524a8a91bc6fba3d50cfbddc43a8392a820e0bf7adbca5b8f748bbd","277","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 上游关键轴承 / 齿轮件 | 客户认证、加工精度、寿命、批量一致性 | 苏轴、泰德、万达、五洲等线索明确但收入待拆 | 单件价值低、客户不披露、替代玩家多 | 有必要跟踪,但必须拆收入占比、客户和供货量 |"
"FOHLSRC-FOHLBASE-023-0254-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","254","254","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L254","516002cbd627e3031e6d112aa703c60848cbcfb0011d72063d2da2720edcb7d4","333","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-减速器_详细介绍-07-RISK):风险、限制和投资相关表述不得外推为正式结论或投资建议。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-023-0256-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","256","256","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L256","f81c64b94917dddd21720086bc843245d985b12895d5331fcd1111a5ab128908","39","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 8. 企业核心竞争力横向对比"
"FOHLSRC-FOHLBASE-023-0258-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","258","258","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L258","22b0c41616ae25bae03388b58a11912ec51e5d6d4c79951c3917aac8e06fbf4e","160","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司 | 技术类型 | 核心性能 / 参数线索 | 制造 / 良率能力 | 客户关系 | 销售能力 | 财务兑现 | 核心竞争力判断 | 待验证 |"
"FOHLSRC-FOHLBASE-023-0260-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","260","260","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L260","0e1e20650cbe530e120ab0c394c5298597d5400682831f4f736f592be736cc41","733","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 绿的谐波 | 谐波减速器、机电一体化、智能谐波、行星滚柱丝杠线索 | KAH/KAT 执行器有定位精度和输出转矩线索;谐波寿命和分型号 ASP 未披露 | 2025 年谐波产量 433,655 台、销量 425,158 台;机电一体化产量 15,406 套、销量 12,178 套 | 年报称多家头部具身智能企业核心供应商,但客户未具名 | 直销为主,内销占主导,海外进入国际主流市场但供货量未拆 | 谐波及金属件收入 4.765 亿元、毛利率 36.77%;机电一体化收入 "
"FOHLSRC-FOHLBASE-023-0261-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","261","261","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L261","89ae3a3c8e488882ba4b5c676a1972ea7cd304cd26c98f1f1684f7d7e8b72822","749","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 双环传动 / 环动科技 | RV 为主,谐波和精密配件验证导入,机电一体化研发 | 环动 RV 2025 年平均售价 2851.29 元/台、单位成本 1820.93 元/台;寿命未披露 | 环动 RV 2025 年产能 137,616 台、产量 148,820 台、销量 141,405 台,产能利用率 108.14% | 埃斯顿、埃夫特、卡诺普、新时达、汇川等国内工业机器人客户;第一大客户占比 48.56% | 工业机器人直销客户基础强,海外收入仍低 | 环动 2025"
"FOHLSRC-FOHLBASE-023-0262-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","262","262","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L262","a0fd7ed8f05441d83326ae26dfcec53f7762b98020e55389671a33665dafec7b","653","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中大力德 | 行星、RV、谐波、摆线、减速电机、智能执行单元 | RV 参数区间来自可比招股书;行星寿命 20,000h 为研报 / 官网线索 | 设备和加工能力有线索,产销量 / 产能利用率未披露 | 应用覆盖机器人等领域;智元、傅利叶等为研报线索,批量阶段待验证 | 多场景工业渠道,但机器人客户直接证据弱 | 2023-2025H1 精密减速器收入分别 2.40 / 2.43 / 1.16 亿元;机器人收入未拆 | 产品宽、场景多,强在平台化和一体化想象,但单路线话语"
"FOHLSRC-FOHLBASE-023-0263-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","263","263","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L263","35b942535df24a582f5f0dede49534e7b6876ffb5c62e941b97fa4f2e841dafb","623","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 丰立智能 | 谐波、行星、小微齿轮、传动模块 | 谐波常规型号研发完成为研报线索;具体回差、寿命、ASP 未披露 | 研报称 2025 年规划 5 万套谐波产能、四条线共 14 万套;实际产量 / 良率未披露 | 与英搏尔战略合作,机器人本体客户未披露 | 依托齿轮 / 传动件客户和合作方,机器人销售能力待验证 | 2025 收入、利润为研报口径且利润承压;机器人收入未拆 | 验证型弹性玩家,强在小型精密传动基础,弱在硬数据 | 年报原文、谐波产销、客户定点、传动模块订单"
"FOHLSRC-FOHLBASE-023-0264-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","264","264","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L264","e24653eef1b712df05fbf1233c561a9fad0f6a6d9016981b65c5904a9778700d","504","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| Harmonic Drive | 谐波减速器、精密执行器、机电一体化产品 | 全球谐波标杆,产品系列、寿命和高端一致性强;本地资料未充分拆参数 | 全球高端制造和长期验证能力强 | 高端工业机器人、协作机器人和精密自动化客户广 | 全球渠道和品牌强 | 日本上市公司披露集团财务,机器人收入未拆 | 国际谐波标杆,是国产替代对标上限 | 机器人收入、份额原始口径、型号价格、寿命、交期 |"
"FOHLSRC-FOHLBASE-023-0265-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","265","265","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L265","cd94a122e2e91f8f3f1f4ca0c37141ae2c18c1d4eddb523544cb40823ef2cc3d","463","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| Nabtesco | RV / 精密摆线减速器 | 全球 RV 标杆,高刚性、高承载、重载关节验证强;本地资料未充分拆参数 | 长期工业机器人批量验证能力强 | 全球工业机器人头部客户覆盖广 | 全球渠道和客户认证强 | 日本上市公司披露集团 / 分部财务,机器人收入需拆 | 工业机器人 RV 话语权最强的海外标杆 | 精密减速器收入、客户结构、ASP、寿命、国产替代差距 |"
"FOHLSRC-FOHLBASE-023-0266-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","266","266","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L266","3672300b8805bcc7c6a5a22b64daa924375955e67fec6f48efcf2cf583b7ab36","584","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 豪能股份 | 高精密行星、新型摆线、关节驱动总成 | 新型摆线和关节总成为公告线索,参数未披露 | 重庆豪能增资扩产,具体年产能 / 良率未披露 | 公告称部分产品可用于并已应用于人形、机器狗、外骨骼客户,客户未披露 | 汽车传动客户基础强,机器人销售能力待验证 | 2025 收入约 26.9 亿元,差速器收入约 6.9 亿元;机器人收入未拆 | 制造迁移和新路线观察,不能用汽车差速器收入外推 | 机器人客户、订单、产品型号、ASP、寿命、产能 |"
"FOHLSRC-FOHLBASE-023-0267-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","267","267","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L267","47481d2f045bd413745702b3250779d5b2db0b825258f5f3387fdc822b9139e6","562","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 精锻科技 | 行星、摆线、关节核心部件、智能关节模组、丝杠线索 | 完成样件开发及交付为年报线索,具体参数未披露 | 汽车精密锻造和齿轮制造底盘强,机器人产能未披露 | 设立智能关节平台并参股生态公司,具体客户未披露 | 汽车客户和海外收入基础较好,机器人客户拓展待验证 | 2025 收入约 20.39 亿元;机器人收入未拆 | 生态卡位 + 制造迁移,当前仍是样件 / 早期验证 | 客户、订单、样件阶段、太平洋智能关节收入 |"
"FOHLSRC-FOHLBASE-023-0268-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","268","268","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L268","b4214cfa08c024069a259a572d9c397f148af1f13d2f880df210eb845afcb34e","594","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 苏轴股份 | RV 滚针、保持架、薄壁 / 交叉滚子、谐波轴承 | RV 滚针和保持架小批供货;谐波薄壁交叉滚子研发完成 | 滚针轴承和滚动体制造能力较强,机器人产销量未拆 | 上游配套中大力德等线索,终端客户未披露 | 汽车 / 工业客户基础,机器人销售仍需穿透 | 2025 收入 7.25 亿元、归母净利约 1.51 亿元;机器人收入未拆 | 上游关键件观察,不是减速器本体,话语权取决于客户认证和供货量 | 送样转定点、机器人轴承收入、客户供货量、ASP、寿命 |"
"FOHLSRC-FOHLBASE-023-0270-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","270","270","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L270","bf0a7d50a8a4e945e67f7d609d8e47163fddfeaf8564f7d25821d4f6eaffec82","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 9. 供应链证据阶段"
"FOHLSRC-FOHLBASE-023-0272-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","272","272","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L272","8289aef170d205f3b1c0c2cd701bab954ed7503a259f8ef1bf2e9a2f54000478","114","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 供应商 | 客户/对象 | 供货产品 | 当前阶段 | 证据口径 | 供货量/金额 | 后续验证重点 |"
"FOHLSRC-FOHLBASE-023-0274-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","274","274","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L274","632f020c206c69a14d2b16a700ac36c74ed7aee07f08535d81ccb7ef34282cc7","181","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 绿的谐波 | 国际头部机器人客户 | 谐波减速器 | 研报称批量交付 | 研报引用公司口径 | 未披露 | 客户侧确认、供货量、单价、是否主供 |"
"FOHLSRC-FOHLBASE-023-0275-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","275","275","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L275","b0e2ee14e95d6e64f383e8ad073151a609e368230d5db86ac30f5a2bcc7df003","199","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 绿的谐波 | 国内具身智能机器人企业 | 高扭矩密度谐波和一体化关节模组 | 研报称核心供应商 | 研报口径 | 未披露 | 客户名单、批量订单、收入拆分 |"
"FOHLSRC-FOHLBASE-023-0276-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","276","276","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L276","183d53e95e59ab0b379f9a0f8e8e5e2f193fa8e2338280d35007a5aed70679cf","216","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 双环/环动 | 工业机器人客户 | RV 减速器、谐波减速器 | RV 已量产,客户基础较强 | 研报/官网口径 | 2024 年 RV 销量 11.7 万台为研报口径 | 招股书客户、收入、毛利 |"
"FOHLSRC-FOHLBASE-023-0277-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","277","277","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L277","3ff4f2d53ab7201ea704c80953bfc8cb225670fcabbec0497b2a87ff9e3920b1","144","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 双环/环动 | 人形机器人客户 | 新型精密传动机构 | 布局/开发 | 研报口径 | 未披露 | 是否定点、样品转量产 |"
"FOHLSRC-FOHLBASE-023-0278-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","278","278","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L278","459b8579ab45ff02cd2af927611508c29d949a1890ddb5ede037671b7af22537","217","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 豪能股份 | 人形机器人、机器狗、外骨骼客户 | 行星、新型摆线、关节驱动总成 | 公告称部分产品已应用 | 公司公告口径 | 未披露 | 客户、订单、收入和产品型号 |"
"FOHLSRC-FOHLBASE-023-0279-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","279","279","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L279","e43638b861ecdd18ca300a63c5cad23aaf64bf7021a1521b2f692009281ba0ba","142","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 福达股份 | 机器人客户 | 精密谐波项目 | 早期,收入未形成 | 公司公告口径 | 无收入 | 定点、产线、量产 |"
"FOHLSRC-FOHLBASE-023-0280-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","280","280","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L280","ecbfac85568e58959aeedaedeb21e629856c07dff734ec9583a81e6bd6065862","162","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 精锻科技 | 机器人关节客户 | 减速器/关节核心部件 | 样品/早期布局 | 研报和公开年报口径 | 未披露 | 客户、订单、收入 |"
"FOHLSRC-FOHLBASE-023-0281-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","281","281","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L281","472153579c26914232650d12c0b02177edf58bee842178e7fa2ddbc5f4c1adf4","163","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中大力德/丰立/瑞迪等 | 人形/工业机器人客户 | 多路线减速器和一体机 | 待验证 | 研报线索 | 未披露 | 年报和客户侧材料 |"
"FOHLSRC-FOHLBASE-023-0286-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","286","286","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L286","303dccbf9d66c99cd3e47cd5bbaed5d87b5a2fca3c85b728c778bcbd876d6ef7","24","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","客户侧公告 / 采购"
"FOHLSRC-FOHLBASE-023-0293-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","293","293","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L293","084f3c98dc4ef29b41e6cc06507527e0d527cd0f2541fca0c3db54ce1fd98ab3","213","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","目前减速器环节最大问题是客户证据偏弱。即便有“头部客户、国际客户、核心供应商”表述,也需要回到客户侧、招股书、订单金额、收入确认和产能利用率。"
"FOHLSRC-FOHLBASE-023-0295-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","295","295","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L295","6feb74a48c446ceab8033d37d0baef1fa28b34976bfaeaa212f230ad1204a8ec","19","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 10. 增量流向"
"FOHLSRC-FOHLBASE-023-0301-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","301","301","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L301","cd9e9de1556f85c635a90707a766295aef5be96f636ef6d7bd5bcbc76a1c588d","170","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人上肢放量 | 谐波减速器、轻量化关节模组 | 绿的、中大、丰立、瑞迪、哈默纳科等 | 弹性高,ASP 和客户定点待验证 |"
"FOHLSRC-FOHLBASE-023-0304-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","304","304","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L304","3ce1b92071bd504870056c26879ed920642f404a0422e8802be3094b9b011cb6","175","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 上游国产替代 | 柔性轴承、滚针、薄壁轴承、加工设备 | 苏轴、泰德、万达、五洲、设备厂商 | 要看是否进入减速器客户批量供应 |"
"FOHLSRC-FOHLBASE-023-0306-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","306","306","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L306","6d92c1a6611e42c462e7dd2c7558559696d6e0293c646434366bd51cce89296a","19","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 11. 当前缺口"
"FOHLSRC-FOHLBASE-023-0310-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","310","310","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L310","d62ea8a8a25fd892412b697712118c50e7b0f3340b2b60a1a38abcd41c1d77ae","199","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司市场地位/话语权 | 部分能 | 绿的最清晰;双环/环动是 RV 平台;福达/豪能/精锻为早期或制造迁移 | 客户侧主供/独供、切换成本、客户参与定义 |"
"FOHLSRC-FOHLBASE-023-0311-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","311","311","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L311","7a9b1d862d6f2896bc853a4015268c549c18c236fe5638919c9005438b83b1bf","205","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 市场份额 | 少量能 | 研报口径:哈默纳科中国谐波约 40%、绿的约 18%;纳博特斯克中国 RV 约 70%;环动国内 RV 约 25% | 原始市场报告、统计口径、年份统一 |"
"FOHLSRC-FOHLBASE-023-0312-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","312","312","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L312","f18fde3c8d1690e4cac0c99162d4de3133412035b224b45a9c1976a546481a74","195","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产量/销量 | 部分能 | 绿的 2025 年产量 433,655 台、销量 425,158 台;环动 2024 年 RV 销量 11.7 万台为研报口径 | 其他公司产销量、具体机器人产品销量 |"
"FOHLSRC-FOHLBASE-023-0313-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","313","313","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L313","5ced45bd865a96541690fee3a43a827a5dd51b847f52cb53412e4c865151f7dc","282","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 技术参数 / 性能 | 部分能 | 环动 RV 有 ASP、单位成本和产能利用率;中大部分型号有转矩、传动比、回差、寿命线索;绿的执行器有定位精度和转矩线索 | 分型号精度、扭矩、寿命、噪声、温升、效率、测试条件 |"
"FOHLSRC-FOHLBASE-023-0314-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","314","314","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L314","9e67ba3fb34034ba5f53f33d0c6a89a753862a4a01f27b004c32d0b0d676f366","154","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 利润 | 部分能 | 绿的分产品毛利率可见;其他多为公司整体或相邻业务毛利 | 机器人减速器单品毛利率、环动毛利 |"
"FOHLSRC-FOHLBASE-023-0316-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","316","316","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L316","6b8a7bea86e601110fc54db7f217d46e4fd9bcccaa1ef2d7e6ec87696caeae17","227","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 相关产品占营收 | 少量能 | 绿的谐波及金属件约占收入 83.5%;机电一体化约 13.0%;豪能差速器约 25.5%但不是机器人减速器 | 双环/环动、福达、豪能、精锻机器人收入拆分 |"
"FOHLSRC-FOHLBASE-023-0317-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","317","317","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L317","a20b970a9c1947849330d4e50eaa47644f28ba521b406fee961a50174619badd","209","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 国内/国际收入和供应链 | 部分能 | 精锻 2025 年国内/国外约 70.91%/29.09%;双环海外齿轮业务强 | 机器人减速器国内外收入、是否进入国际龙头供应链、供货量 |"
"FOHLSRC-FOHLBASE-023-0318-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","318","318","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L318","d74eb90a8a0fa66e613ff91d94fa97e818334c73e2fdcfbe649d5fb76e415b67","241","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 销售能力 | 部分能 | 绿的直销为主;环动国内工业机器人客户覆盖较广且前五客户集中;海外标杆具备全球渠道 | 客户复购、海外客户、经销 / 直销拆分、售后能力、客户集中风险 |"
"FOHLSRC-FOHLBASE-023-0319-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","319","319","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L319","9c14b96a465d3764851136ea61bec5b75066f24881b4aba58037e92fb5d28270","174","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产品单价 | 少量能 | 绿的粗略验算约 1,121 元/台,但仅数量级;研报称长期价格可能降至数百元 | 合同价格、型号价格、客户报价 |"
"FOHLSRC-FOHLBASE-023-0320-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","320","320","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L320","bdde5bda5e1a2d830767da41554c688d1e2c6d7476ecf6d7a1435e0ed088c967","200","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 寿命/更换周期 | 基本不能 | 能做路线级判断:谐波柔轮寿命是关键,RV 抗冲击强,行星效率高,摆线需验证 | 产品手册、客户测试、质保和返修数据 |"
"FOHLSRC-FOHLBASE-023-0321-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","321","321","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L321","78731309f9bdb0d36789fa161cd242df272170124217659029238c20dd8d8411","161","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产能利用率/供货周期 | 基本不能 | 绿的研报称核心产能利用率高位;其他未披露 | 产能利用率、交期、爬坡节奏、良率 |"
"FOHLSRC-FOHLBASE-023-0323-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","323","323","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L323","6f0538253139388ca500a5062a35481c64251fc2a359f2096c724d5e7c4c81b6","22","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 12. 产业链结论"
"FOHLSRC-FOHLBASE-023-0325-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","325","325","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L325","b876d224983827cd573c46e971d53658fbb48ecceab636f8e0efcec79e047f10","132","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","减速器产业链的下一步研究重点不是继续扩大公司名单,而是把路线、产品、客户和财务兑现压实:"
"FOHLSRC-FOHLBASE-023-0327-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","327","327","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L327","149b68e1f452db2fa278bb10ffcf14708fc97de5e70ba0f6a1db81deebe025e2","126","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","1. 谐波主线优先看绿的谐波:收入、毛利率、产销量、扩产和机电一体化都已形成较清晰数据。"
"FOHLSRC-FOHLBASE-023-0328-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","328","328","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L328","5c66ee7e5f601802ded541aef1e71acb15831f7c741b621a8f60eff3f341f19e","112","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","2. RV 主线优先看双环/环动:需要通过环动招股书拆收入、毛利、客户、产能和份额。"
"FOHLSRC-FOHLBASE-023-0329-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","329","329","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L329","76669300a9d185aef7a5e109480217569aa0870efb2afb40b8bb0cc66395f309","132","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","3. 行星和摆线主线优先看豪能、精锻、中大、国茂、科盟等:当前弹性高,但路线和收入验证不足。"
"FOHLSRC-FOHLBASE-023-0330-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","330","330","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L330","163e38e6d42dce11c17cfba093ba93620d85dcad4e5d990672d12172643c792c","147","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","4. 制造迁移玩家必须和已兑现玩家分层比较,不能用汽车齿轮、差速器或通用减速机收入直接外推机器人收入。"
"FOHLSRC-FOHLBASE-023-0331-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","331","331","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L331","d28cc700c36adb04ca6cda2f4284df81b24595aa28450842f848bdde4640f8ef","133","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","5. 上游关键件值得单独跟踪,尤其是柔性轴承、薄壁/交叉滚子轴承、滚针组件、热处理和检测设备。"
"FOHLSRC-FOHLBASE-024-0004-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","4","4","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L4","921b94ff7ba01c586b8e700aa531b6a0e4f067670bacf580729b9351f42f9d99","35","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> case_id: ANA-ROBOT-INDUSTRY-001"
"FOHLSRC-FOHLBASE-024-0005-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-024-0005-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-024-0006-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","6","6","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L6","51ddefb06b154109ad40b8a957ea1dc8d5f6ce2e5ab03823e2d66f370c5111b7","43","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> batch_id: BATCH-ANA-ROBOT-MIGRATION-001"
"FOHLSRC-FOHLBASE-024-0007-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-024-0007-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-024-0010-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","10","10","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L10","6b70fdf4319b34a38405a95b6e109c6b55a71a355b6c2d255ed66038aa349b03","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> frozen_date: 2026-07-03"
"FOHLSRC-FOHLBASE-024-0012-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","12","12","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L12","229e5b6f2d71cd5b4705f7f20be8540ea151a520c9cbe1234c970c6502cc9304","24","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0. 冻结复核结论"
"FOHLSRC-FOHLBASE-024-0015-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","15","15","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L15","cd79cd837d92015495dff874aaa02b5e4a015d3140260011f8331796c19e169b","173","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 当前冻结含义是“稳定文件名、稳定入口、稳定来源映射和正式返修基线”,不是审核通过、不是对外交付版,也不是投资建议。"
"FOHLSRC-FOHLBASE-024-0016-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L16","0aa52cb542375b1ce733a79e7ea3b57f8e038aa1b85ab2b210ae71f4551b4274","335","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 证据状态统一按 SUBINDUSTRY14_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-024-0016-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L16","0aa52cb542375b1ce733a79e7ea3b57f8e038aa1b85ab2b210ae71f4551b4274","335","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 证据状态统一按 SUBINDUSTRY14_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-024-0017-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","17","17","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L17","91a4ef370f9100b0b6bd534d7e3cfbb1c86d35994cf860bab33246e2b3e514c7","129","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 复核备注:已按 P0 细分环节首批迁入;正式结论前需补证据等级、硬字段来源和人读质量复核。"
"FOHLSRC-FOHLBASE-024-0019-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L19","2101f9421c0c28216ff7b7164ba69bb78cfa598f1062e3c0e961f6ae10ca9c33","57","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-024-0019-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L19","2101f9421c0c28216ff7b7164ba69bb78cfa598f1062e3c0e961f6ae10ca9c33","57","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-024-0021-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L21","012395b7dbe1497463706c71f3b3d2fa26c054fae7c3ae2d969aae153f1bbcf0","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 本节为 14 个子行业页输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、覆盖完整、对外交付或完成状态。"
"FOHLSRC-FOHLBASE-024-0021-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L21","012395b7dbe1497463706c71f3b3d2fa26c054fae7c3ae2d969aae153f1bbcf0","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 本节为 14 个子行业页输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、覆盖完整、对外交付或完成状态。"
"FOHLSRC-FOHLBASE-024-0023-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","23","23","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L23","9c00e401c231910ed3a087d948f675b1f60be8894af072a760894672ce3131bc","221","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 强字段统一降读:市场规模 / 出货量、ASP / 单机价值量、客户供应链、主供 / 独供、产能 / 产销、毛利 / 份额 / 利润池等,只能保留为待核验事实、研报测算或缺口。"
"FOHLSRC-FOHLBASE-024-0027-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","27","27","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L27","4e56cbb145541fac37589f6c8fca82b2dee1170ab478f7c3ebf99111766af9cc","247","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 细分环节定义 / 产品边界 | 范围 / 产品层待审线索 | 保留为既有研究承接线索,正式输出前需按研报体系确认定义、边界和排除项。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-024-0028-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","28","28","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L28","8db27a01e102c745588307d23f7c862575f72ee85bef4734d5d991f516bc27f9","232","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产业链位置 / 上中下游路径 | 范围 / 产品层待审线索 | 仅作为待审结构化归类,不等同完整产业链覆盖或正式图谱结论。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-024-0029-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","29","29","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L29","6281375fecc81a256a54d732fe1d8e4b247e7c67d5512fe288176dfaca9b94a3","235","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 技术路线 / 产品形态 | 范围 / 产品层待审线索 | 保留技术路线和产品形态描述,但参数、路线胜率和商业化阶段不得外推。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
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"FOHLSRC-FOHLBASE-024-0031-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","31","31","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L31","3fffbd08348755ecaa04fe0fa336d27bf68efebf42d0265b9ce87addc9795b08","269","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 市场规模 / 出货量 / 渗透率 | 待核验 / 测算 / 缺口保留 | 市场规模、出货量、CAGR、渗透率等测算必须保留为待核验或研报测算,不得写成确定事实。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-024-0031-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","31","31","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L31","3fffbd08348755ecaa04fe0fa336d27bf68efebf42d0265b9ce87addc9795b08","269","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 市场规模 / 出货量 / 渗透率 | 待核验 / 测算 / 缺口保留 | 市场规模、出货量、CAGR、渗透率等测算必须保留为待核验或研报测算,不得写成确定事实。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-024-0032-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","32","32","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L32","64f80a1464adf1fb6e6e05725120d95de85fdc34837d1d326af9ad984f74fac2","255","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| ASP / 单机价值量 / BOM 价值 | 待核验 / 测算 / 缺口保留 | ASP、单机价值量、BOM 占比和价格带必须标注测算来源或缺口,未补证前不得升级。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-024-0032-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","32","32","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L32","64f80a1464adf1fb6e6e05725120d95de85fdc34837d1d326af9ad984f74fac2","255","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP / 单机价值量 / BOM 价值 | 待核验 / 测算 / 缺口保留 | ASP、单机价值量、BOM 占比和价格带必须标注测算来源或缺口,未补证前不得升级。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-024-0033-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L33","71413faf60199ea9ae2e99d2c792fabfd0291bfddc576ed8d815578c9b4f09ed","247","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 客户 / 主供 / 独供 / 供应链阵营 | 待核验 / 测算 / 缺口保留 | 客户、主供、独供、阵营归属和供应关系需公司侧或客户侧官方证据。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-024-0033-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L33","71413faf60199ea9ae2e99d2c792fabfd0291bfddc576ed8d815578c9b4f09ed","247","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户 / 主供 / 独供 / 供应链阵营 | 待核验 / 测算 / 缺口保留 | 客户、主供、独供、阵营归属和供应关系需公司侧或客户侧官方证据。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-024-0034-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L34","028d80d746d7ccf22c47ee5e92a742ded1e94aba35ed811f07eb2ce140647539","259","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产能 / 产销 / 交付 / 良率 | 待核验 / 测算 / 缺口保留 | 产能、产销、交付、良率、寿命和可靠性均保留待核验,不得由研报迁移稿直接确认。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-024-0034-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L34","028d80d746d7ccf22c47ee5e92a742ded1e94aba35ed811f07eb2ce140647539","259","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产能 / 产销 / 交付 / 良率 | 待核验 / 测算 / 缺口保留 | 产能、产销、交付、良率、寿命和可靠性均保留待核验,不得由研报迁移稿直接确认。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-024-0035-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L35","5d64da9a832693f9c64eba84a8f4b8ff8e11a200dc0f04617af088b1395e1ed6","262","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 毛利 / 份额 / 利润池 / 话语权 | 待核验 / 测算 / 缺口保留 | 毛利、份额、利润池和话语权判断只能作为待审分析,不构成正式结论或投资建议。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-024-0035-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L35","5d64da9a832693f9c64eba84a8f4b8ff8e11a200dc0f04617af088b1395e1ed6","262","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 毛利 / 份额 / 利润池 / 话语权 | 待核验 / 测算 / 缺口保留 | 毛利、份额、利润池和话语权判断只能作为待审分析,不构成正式结论或投资建议。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-024-0037-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","37","37","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L37","ae01a7faaf01b0ea525d4b9e250d3544ea8ffedc2d49f34927c0f66827a6cd27","129","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/subindustry14_field_downgrade_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-024-0039-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L39","ca11e704d49f4a2dd3073d92d19772b04fa8a551195f94b650f457dd1c6e7a2a","63","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-024-0039-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L39","ca11e704d49f4a2dd3073d92d19772b04fa8a551195f94b650f457dd1c6e7a2a","63","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-024-0043-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","43","43","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L43","90e462ecb148c59615fe2265334e1a379d1b892e751c1ee787014862875c9be0","197","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 核心结论 / 环节定位 | 将赛道结论、价值判断和商业化阶段降读为待审分析,不写成审核通过结论。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-024-0044-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","44","44","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L44","c30461c0700dc301eb90303898ca61e4492d5c7c51bc96a9e63b0c194b6db475","200","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产品边界 / 技术路线 | 产品和路线描述保留为待审结构,明确不能替代参数、可靠性或路线胜率证据。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-024-0045-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","45","45","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L45","692b78c0f1644130a50fd895f9aa614fb10e9e4b8b37fed5f01054da8aa3c417","196","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 市场规模 / 出货 / 渗透 / ASP 测算 | 市场空间、出货、渗透、ASP 和单机价值量均需标注测算或缺口。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-024-0045-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","45","45","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L45","692b78c0f1644130a50fd895f9aa614fb10e9e4b8b37fed5f01054da8aa3c417","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 市场规模 / 出货 / 渗透 / ASP 测算 | 市场空间、出货、渗透、ASP 和单机价值量均需标注测算或缺口。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-024-0046-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L46","4fae98732121536c72cb59d86ecad15783b3188975d333e7905574d6e5219536","209","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产业链拆解 / 价值量 / 利润池 | 价值量、利润池和毛利判断降读为研报测算或分析判断,不能写成确定事实。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-024-0046-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L46","4fae98732121536c72cb59d86ecad15783b3188975d333e7905574d6e5219536","209","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产业链拆解 / 价值量 / 利润池 | 价值量、利润池和毛利判断降读为研报测算或分析判断,不能写成确定事实。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-024-0047-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","47","47","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L47","ff8af3b63897d9e23cb1e24af2e7532c9ffb4d15e4aa83c5c640eedd4cf66b4e","179","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 公司格局 / 竞争份额 | 公司映射、竞争份额和卡位判断不代表正式公司池或覆盖完整。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-024-0048-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L48","6a1be6d5cedd135abc33fa473bf1788d3ac39533700992e20fb3710ac3b03552","197","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 客户供应链 / 产能交付 | 客户、主供、独供、产能、交付和良率保持待核验,需官方或客户侧补证。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-024-0048-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L48","6a1be6d5cedd135abc33fa473bf1788d3ac39533700992e20fb3710ac3b03552","197","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户供应链 / 产能交付 | 客户、主供、独供、产能、交付和良率保持待核验,需官方或客户侧补证。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-024-0049-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L49","65adc2cb7d697fa50f2d7df218078564fc9e042204bf9fddd519332d0f157325","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-024-0049-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L49","65adc2cb7d697fa50f2d7df218078564fc9e042204bf9fddd519332d0f157325","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-024-0051-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","51","51","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L51","fb061b6bcae56bc314070d18f434ab263b9397bfed2b1d2cf0ed9bae27ac6ad3","128","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/subindustry14_body_downgrade_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-024-0056-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","56","56","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L56","ffac1a011a30b39aa08f11fad9c26a2c8b4dbcf8b69e53777f553db8b2e332ee","257","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 文档定位:本文只回答“机器人力传感器市场空间、需求驱动、价格、份额、竞争格局和增量来源”。产业链结构、上游关键件、成本和供应链证据集中放在 `力传感器产业链深度梳理结果.md`。"
"FOHLSRC-FOHLBASE-024-0058-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","58","58","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L58","2b465f99771beeb2aea564c6ebbc0d234de29c62ef56f4d31717f4d8aa2cc9a0","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 1. 资料口径"
"FOHLSRC-FOHLBASE-024-0060-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","60","60","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L60","907aaf6d2fe69e8b80c9e4388da83dc4395698cbc0495021ff7f486f8b2f5be0","347","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","本文基于 `../../../../raw/existing_research/归档/旧版梳理结果_20260528前/力传感器深度梳理结果.md` 和 `../../../../raw/existing_research/归档/旧版梳理结果_20260528前/力传感器梳理结果.md` 拆分形成,主要使用本地研报 Markdown、既有分析文档、MIR/GGII 等研报口径和公开补证资料。"
"FOHLSRC-FOHLBASE-024-0062-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","62","62","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L62","4327a746796c6d73e0fdf23c869dfc2c74afa68fc63eed4bc2c6a052fd65cc29","205","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","市场数据多来自第三方研报或市场调研转述,统一按“研报/第三方口径”处理;公司收入、出货、客户和产能若没有回到公告或年报原文,仍需后续复核。"
"FOHLSRC-FOHLBASE-024-0064-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","64","64","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L64","71a9beb95df00b9148172b1558a8cc7f72a7640a31f00f66dbde6362b8389a93","345","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-力传感器_市场分析-01-CORE):核心结论、赛道空间、产业位置和商业化判断均需降读为待审分析。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-024-0066-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","66","66","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L66","e0bae0a06a89773e4be0efd46fc49c1f3b17dd8e2c4a3fd9341cd7c295850a31","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 2. 核心结论"
"FOHLSRC-FOHLBASE-024-0077-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","77","77","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L77","fb196a6de5345de64d3dfa03c3a3e99d997974a90ceedb6eb0853106c9bdcddb","218","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","当前最清晰的市场线索是六维力传感器整体市场在快速扩容,但人形机器人市场仍处早期。空间测算对单机用量和 ASP 极度敏感,不能把远期空间直接当作公司收入。"
"FOHLSRC-FOHLBASE-024-0079-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","79","79","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L79","50ded117ef24ad1570be79522eadeda5b194883476eb76cdaa1ff170c2a99181","342","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-力传感器_市场分析-02-PRODUCT):产品边界、技术路线和环节拆分仅保留范围 / 产品层待审线索。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-024-0081-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","81","81","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L81","3d499425becf14ec97c9577c2585bea6775e516704d5e39a3121bd50e9f66732","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 3. 市场分层"
"FOHLSRC-FOHLBASE-024-0085-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","85","85","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L85","ba04368a721a1579f7a39d8af3e8977ffc6885017dfe0c5324a406027620720c","178","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 协作机器人 | 末端力控、拖拽示教、打磨、装配 | 已有现实需求 | 柔性制造、易用性提升 | 中 | 机器人品牌适配、客户复购、工艺包 |"
"FOHLSRC-FOHLBASE-024-0087-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","87","87","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L87","6667e895ad1fea380f043fff42818c043909f8570ca696bf254704cf81db1111","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人 | 手腕、脚踝、灵巧手、关节力矩 | 早期导入,弹性最大 | 整机量产、复杂操作和平衡需求 | 高 | 单机用量、ASP、量产客户、外采比例 |"
"FOHLSRC-FOHLBASE-024-0093-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","93","93","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L93","c8d9d3f3a05c86b29113bfb8b278b0ec0e7478e95e1ad2d2f7ee6046a9eaa186","348","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-力传感器_市场分析-03-MARKET):市场规模、出货量、渗透率、ASP 和单机价值量均需标注测算或缺口。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-024-0095-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","95","95","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L95","e56042369981d8a01df3a2ec58f8b3f73e163e027822abeb3ef7e7c26f0b84b9","33","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 4. 市场空间和测算假设"
"FOHLSRC-FOHLBASE-024-0097-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","97","97","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L97","4800e7b2430219b36ff3379c14f775e09864304d7838e1e57d89372c0042e3f3","44","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 4.1 中国六维力传感器整体市场"
"FOHLSRC-FOHLBASE-024-0101-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","101","101","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L101","5d7a989f1e7aeaeb6214baa1a5dc5fa0c4c857241531e42d744e712e7ddea471","40","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 指标 | 2023 | 2024 | 2025E | 2030E |"
"FOHLSRC-FOHLBASE-024-0103-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","103","103","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L103","cca5238245a58982c1d82f0c7e9c72e1806b51c409fe1c85e35a6653aa9aea34","67","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 出货量 | 9,450 台 | 14,500 台 | 21,920 台 | 1,195,480 台 |"
"FOHLSRC-FOHLBASE-024-0104-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","104","104","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L104","86836dd0307f8a20b54c79afa07d115bfd7891ca5451c580e806879ae76812ac","87","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 销售额 | 约 2.35 亿元 | 约 2.72 亿元 | 约 3.63 亿元 | 约 220.71 亿元 |"
"FOHLSRC-FOHLBASE-024-0108-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","108","108","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L108","aec5a983ff67c74fb80cb37b340fde8708863934c7ce0aa1d316a0365c6180ad","35","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 4.2 人形机器人市场测算"
"FOHLSRC-FOHLBASE-024-0114-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","114","114","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L114","8709e0ed6e6a43101aa5a9ccaef5f9ff95788c8e2ca4ccd6e83223e814c494f2","134","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| MIR | 人形机器人领域六维力传感器出货由 2024 年约 2,040 台提升至 2030 年约 232,500 台 | 行业弹性参考 |"
"FOHLSRC-FOHLBASE-024-0115-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","115","115","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L115","1bfe1b8f97ba1f6a114335f07b37f09e2dce574b4b1c54a971341876cff19f47","127","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 国信/GGII 口径 | 2030 年人形机器人领域六维力传感器市场规模有望达到 138.4 亿元 | 高弹性假设 |"
"FOHLSRC-FOHLBASE-024-0116-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","116","116","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L116","2b42161f71d3fe4b8906362dc006d3b55225c9ce2f6a04f8b4033f4919e80917","130","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 源达测算 | 人形机器人出货 10 万套、单机 4 个、价格 1 万元/个,对应约 40 亿元增量 | 公式示例 |"
"FOHLSRC-FOHLBASE-024-0122-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","122","122","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L122","1579097fd19409b4968ef444b2c9f8c32f4b99f151610a631883dedef7aa57ec","26","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","#NAME?"
"FOHLSRC-FOHLBASE-024-0124-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","124","124","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L124","c7ece6c6aa2118a3a3870195b724f7b757635d34d44765a89a40811b119eb9d3","30","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","* 单个六维力传感器 ASP"
"FOHLSRC-FOHLBASE-024-0132-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","132","132","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L132","084806ecc2da5023007029f0981874b653b9c16c5457d6a78cf935131f2a4c3f","40","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 出货量 | 决定总需求天花板 |"
"FOHLSRC-FOHLBASE-024-0133-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","133","133","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L133","e793feb775eb3a531126dc67541c3bf866580c4caf248f6ee675595af3fb7ac0","62","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 单机用量 | 2 个、4 个、14 个的空间差异很大 |"
"FOHLSRC-FOHLBASE-024-0134-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","134","134","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L134","dc00a1269a412b93be2a9d72b463054bbf00f922eb7b2098e72db8c11575a390","61","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP | 从万元级降到千元级会重塑收入和毛利 |"
"FOHLSRC-FOHLBASE-024-0137-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","137","137","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L137","925cc748098279b493fcffb0168b573d0e3f8d0d1e69debf729dfb3b5a57e7bd","26","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 4.3 单机用量口径"
"FOHLSRC-FOHLBASE-024-0141-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","141","141","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L141","41dbb32e5e3ee6b5ca0c515b3087bfca7f0a137f1adf239f55d32bd1746b0987","89","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 手腕和脚踝是主流位置,常见配置为 2 个以上,典型方案为 4 个。"
"FOHLSRC-FOHLBASE-024-0142-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","142","142","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L142","927b0715948c5b056fb563b75af2e18ae412b9399bc738d6487b7ef5e9fd62fc","117","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 部分报告以 Optimus 为例,提到约 14 个力传感器、14 个力矩传感器和 4 个六维力传感器。"
"FOHLSRC-FOHLBASE-024-0147-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","147","147","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L147","d54eda8afad28e461d44490024f9556823a6ec80c9e1d3bf199f9decebfe6863","331","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-力传感器_市场分析-04-CHAIN):产业链价值量、利润池和话语权判断不能替代证据结论。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-024-0149-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","149","149","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L149","71e0954aa19e11c0db73cf7b401ba2941e4cd12da5d38b94f1222a5d9f5c9555","33","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 5. 价格、价值量和寿命"
"FOHLSRC-FOHLBASE-024-0153-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","153","153","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L153","d6d0af803cb0b56e31a3d9cdfb5133d0e57c77ae156ba792f0bada2eb426ac71","190","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 六维力当前价格 | 内资常见约 1-2 万元/个,外资高端约为内资 3 倍以上 | 国产替代和量产降本空间明确 | 具体型号、批量价、是否含采集模块 |"
"FOHLSRC-FOHLBASE-024-0154-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","154","154","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L154","5200f9e669b3e3169ceda042fc5de28516633303ba51115a0c1af391f10034b1","140","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 远期降价假设 | 1000-2000 元/个 | 人形机器人规模化后 ASP 下行压力大 | 成本曲线、良率、自动化标定节拍 |"
"FOHLSRC-FOHLBASE-024-0155-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","155","155","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L155","0b714f7be88cefcbc29dc9389b3e23a27392ae7efb6d81e472b0e840cfc9ae18","142","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 单机价值量 | 取决于单机用量、尺寸、是否含采集和接口 | 决定人形机器人力觉价值量 | 低/中/高配置 BOM |"
"FOHLSRC-FOHLBASE-024-0157-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","157","157","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L157","e9da8faea99cadd81a50c19ee83723c7b2f438baeb043f590e88a8d2cfdd2ad8","109","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 供货周期 | 多数未披露 | 可反映产能紧张和议价权 | 客户采购、投关、渠道报价 |"
"FOHLSRC-FOHLBASE-024-0163-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","163","163","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L163","ade6445c1cd396e347cc021021c9c29eecd2ae74d412c3903cf3ec2fb81abfe2","75","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 官网/产品页价格 | 产品定位和价格带 | 不能当批量 ASP |"
"FOHLSRC-FOHLBASE-024-0164-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","164","164","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L164","80288a3c0d53659f63371305d2c5feca876eedd93546b95edf9bb2bc0139f281","72","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 研报 BOM 测算价 | 空间测算假设 | 不能当公司成交价 |"
"FOHLSRC-FOHLBASE-024-0165-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","165","165","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L165","a4fc4dbc0390b4f86a2fb65ac9a7ec802de2541c28265b45fb5bb03f050ac968","84","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 采购/订单价格 | 更接近真实 ASP | 需区分样品、小批量、批量 |"
"FOHLSRC-FOHLBASE-024-0166-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","166","166","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L166","5374716c12f71a514a0083a6250ce7143329b0852fdd5d2e99faf614c5314e11","107","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 收入/销量反推价 | 可做数量级校验 | 需确认收入是否含采集模块、仪表或系统 |"
"FOHLSRC-FOHLBASE-024-0168-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","168","168","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L168","3cc2105b742bda1c3927afde01576a8ab94c569921dedfcdf9d40fc27522b557","342","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-力传感器_市场分析-05-COMPANY):公司映射、竞争格局和份额判断不代表正式公司池或覆盖完整。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-024-0170-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","170","170","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L170","e83bfad994eb62adc453487c611683b16032b0eef3b7bbf2c10128d05872c079","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 6. 竞争格局"
"FOHLSRC-FOHLBASE-024-0172-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","172","172","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L172","58b8266e9db8c722cf417b22fb288fcca555860e215c21c5f0a1f5821c507ec7","20","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 6.1 整体格局"
"FOHLSRC-FOHLBASE-024-0174-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","174","174","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L174","d0413342c4d64d6fedbd25f59d7222d5734c693f7eaaa164584dd31236a4b30b","110","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","2023 年中国六维力传感器市场仍由外资占优,但国产份额提升较快。研报口径显示:"
"FOHLSRC-FOHLBASE-024-0178-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","178","178","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L178","a6cce28f0c205c8bdbdc91783eb09fc3eba70030aa834a63df7f5208b66d668f","19","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ATI | 约 22.4% |"
"FOHLSRC-FOHLBASE-024-0179-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","179","179","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L179","d94152e04b5159a1e63cdedba03899e7714f6ec634f392463dae4fefbbfff3fd","28","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 宇立仪器 | 约 12.2% |"
"FOHLSRC-FOHLBASE-024-0180-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","180","180","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L180","2945612321f5eab48a963ba0c038f2d33042764fb33472bc94c333ab9dcef467","20","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| Epson | 约 6.4% |"
"FOHLSRC-FOHLBASE-024-0181-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","181","181","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L181","4caa9872354bd23ab075fb9d0530c32c100f0d596e172fba5a63370c1de319af","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 蓝点触控 | 约 4.8% |"
"FOHLSRC-FOHLBASE-024-0182-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","182","182","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L182","b630605c8165fef8273d3254764ce87b12a5a1c5646686410c33e4029d3c48a3","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 坤维科技 | 约 4.7% |"
"FOHLSRC-FOHLBASE-024-0183-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","183","183","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L183","5971a6afaa1a0143dea87c7bf24fb02268e973a316fd7cb570cc89743aa46854","20","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| CR5 | 超过 50% |"
"FOHLSRC-FOHLBASE-024-0184-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","184","184","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L184","c3add8059c61dfbfee8e75c7b34911e6d8b237c6747f53e2b6c53993d2725273","22","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| TOP10 | 接近 70% |"
"FOHLSRC-FOHLBASE-024-0185-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","185","185","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L185","548e4177a6aba32241823e18f85271f30cc0ceac27fa2af136c05d7fdd146d0a","28","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 外资品牌 | 约 67.9% |"
"FOHLSRC-FOHLBASE-024-0186-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","186","186","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L186","2e153a85c028c1a79badd2bb4656aec384ddf3ac264bb21dab19658519463ba6","28","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 国产品牌 | 约 32.1% |"
"FOHLSRC-FOHLBASE-024-0188-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","188","188","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L188","000cd758aa1ba6c64b61773a54d5a8bc1b49bb5d4f27bb92b4f049c2d24228dd","144","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","该组份额应按“第三方市场调研口径”使用,后续需要通过销售额、出货量、客户确认和公司访谈交叉验证。"
"FOHLSRC-FOHLBASE-024-0190-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","190","190","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L190","dfed06a5994cf9453cb2fadf044916d183d0b6f861394852abb84a73ed352b52","35","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 6.2 人形机器人领域格局"
"FOHLSRC-FOHLBASE-024-0196-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","196","196","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L196","ed324076555068a91e4d95be847553f7adec1a2f83b54b6f6272c41b29e2028a","58","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 成本 | 人形机器人量产客户对价格更敏感 |"
"FOHLSRC-FOHLBASE-024-0199-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","199","199","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L199","c889386f4f78a228d7810aa75fc4d410c0f78a6479e1003122e069ba5df94e45","67","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 供应链安全 | 国内整机厂更倾向培育本土供应链 |"
"FOHLSRC-FOHLBASE-024-0202-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","202","202","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L202","8dea33b3e363563b3c5824754dfccca4d1cc6629f86cbd0d634ce8b8f5031552","141","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","但人形机器人仍处早期,单一客户订单或阶段性测试会显著影响份额,所以不能把早期份额当成稳定格局。"
"FOHLSRC-FOHLBASE-024-0204-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","204","204","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L204","495e2ca847f9383db76ae287c34b94b6a6133687a7724c712126824bcd425663","20","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 6.3 玩家分层"
"FOHLSRC-FOHLBASE-024-0208-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","208","208","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L208","3841fffab6c95cb200515feb740ed43dba559ecbe7fc4b7a60f5abe916ebacee","135","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 海外性能和生态标杆 | ATI/Novanta、Robotiq、OnRobot、Bota、VPG | 用于对标性能、接口、系统化和利润结构 |"
"FOHLSRC-FOHLBASE-024-0209-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","209","209","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L209","dc9fcd6e9bc8278d08b56a61969db8eb5f71ea4628a2eafd857d6c249b9ce39e","115","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 国内专精主线 | 宇立、坤维、蓝点、鑫精诚 | 更贴近机器人客户,需补财务和出货量 |"
"FOHLSRC-FOHLBASE-024-0210-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","210","210","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L210","a59bc67973503586da6b9f9cf8edb5649c642d14a5433d64c7766ee66f2fc87e","182","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 上市公司重点验证 | 柯力、安培龙、东华、中鼎/星汇、凌云 | 财务底盘或客户定点口径可跟踪,但六维力收入、利润和供货量多数未拆 |"
"FOHLSRC-FOHLBASE-024-0211-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","211","211","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L211","8136a94d9c8fb39488751e04a654a91e0000c3f0f65b21b48f003cdb9080d704","131","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 早期/跨界观察 | 所开特、华培、汉威、敏芯、杭州柯林 | 需证明从技术储备到产品、客户和收入 |"
"FOHLSRC-FOHLBASE-024-0212-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","212","212","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L212","3db1a5b6e9c9f41edc1ccfc498ced480463665cf3d275ed1cd65bb93540ba8e5","172","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 相邻生态观察 | 昊志、索辰、宁波华翔 | 分别对应关节执行器、物理 AI/仿真、下游本体制造/PEEK,不直接作为六维力供应商估算 |"
"FOHLSRC-FOHLBASE-024-0215-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","215","215","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L215","af618e531d7d6669105082cb2cc51b55a85d551c577d6d49587f700796e62d3b","347","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-力传感器_市场分析-06-SUPPLY):客户、主供、独供、产能、交付、良率和寿命需官方或客户侧补证。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-024-0217-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","217","217","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L217","df2a741f732015c0002435d45b233ecf3273ec9d01fec497fd1d7375c6b1f856","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 7. 公司市场化对比"
"FOHLSRC-FOHLBASE-024-0221-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","221","221","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L221","0893117c49ffa5783ce1c294056d8b1669d5e4bb98cf2062cbc5958625e788f1","218","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ATI/Novanta | 海外高端标杆 | 工业、汽车、医疗、科研、机器人末端 | 中 | MIR 口径中国市场约 22.4%;Novanta AET 分部收入约 5.01 亿美元 | ATI 单项收入、出货和人形客户 |"
"FOHLSRC-FOHLBASE-024-0222-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","222","222","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L222","325b7895935141609433dba19310ad9c849cceecbe032831fefab7a3456c7933","161","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 宇立仪器 | 国产专精第一梯队 | 汽车测试、工业、机器人 | 中高 | MIR 口径中国市场约 12.2% | 财务、出货、人形客户占比 |"
"FOHLSRC-FOHLBASE-024-0223-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","223","223","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L223","3c79a460f79580684488eae78625286e444606e53edfd745ab49c06b43581cbe","217","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 坤维科技 | 国产专精第一梯队 | 协作机器人、工业、人形导入 | 中高 | MIR 口径约 4.7%;自动六轴联合标定检测系统产能 1.5 万台/年口径 | 产能利用率、订单、财务 |"
"FOHLSRC-FOHLBASE-024-0224-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","224","224","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L224","e393fa833ba4612781823a4358fd9186d8091227c2e5dcf31324ceac379e8183","202","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 蓝点触控 | 人形机器人高关注玩家 | 人形机器人腕踝力觉 | 高 | MIR 口径约 4.8%;媒体称覆盖多家头部本体厂,需验证 | 客户真实性、份额、收入和产能 |"
"FOHLSRC-FOHLBASE-024-0225-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","225","225","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L225","29089dc1cf090ea0f4a4756d8eee3d32fd00d7f8bf73843eae9c0c5d9335c76a","255","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 柯力传感 | 上市公司力觉平台 | 机器人力学传感器、力学传感器及仪表 | 高 | 2025 年机器人力学传感器销量超 1500 只;2026 月出货破千;送样客户超 70 家 | 机器人收入、ASP、毛利、客户供货量 |"
"FOHLSRC-FOHLBASE-024-0226-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","226","226","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L226","4d2e35a818965a84c6e12a0c1fd4947eae924a91db3de68ebf9b6b80d9be5752","272","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 安培龙 | 敏感元件和传感器制造平台 | 压力传感器、汽车传感器、六维力送样 | 高 | 2025 敏感元件及传感器制造收入约 11.83 亿元;规划 50 万只/年力传感器产能 | 六维力收入、MEMS/玻璃微熔良率、客户认证 |"
"FOHLSRC-FOHLBASE-024-0227-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","227","227","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L227","fe4e48b42ccc0f70dc72cab582c34c3ec2313ee786d1e9668a5990c08c700558","213","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 东华测试 | 力学测试和测控平台 | 结构力学测试、测控系统、多维力试制 | 中 | 2025 收入约 5.31 亿元;结构力学收入约 3.13 亿元 | 标准化机器人产品收入和客户 |"
"FOHLSRC-FOHLBASE-024-0228-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","228","228","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L228","bda9aa5bc8d23964a1c7bfe122588f3cc7cc51389e391a4243274c0aa9d39cae","226","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中鼎/星汇 | 汽车零部件平台切入机器人力觉 | 定点和产能口径 | 高 | 傅利叶等两家客户定点,合肥工厂力传感器产能 20 万颗/年 | 定点转量产、星汇收入、供货量和价格 |"
"FOHLSRC-FOHLBASE-024-0229-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","229","229","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L229","37a1ef2bdda5f6cb0e53f0b0a1c8d5a37b865dd8890de4be841e3e063e523c1e","218","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 凌云股份 | 汽车零部件平台跨界 | 拉压力/扭矩小批量,六维力完成设计 | 中高 | 拉压力、扭矩力多个小批量订单;专业生产线建成 | 六维力量产订单、收入、良率 |"
"FOHLSRC-FOHLBASE-024-0230-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","230","230","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L230","3f57438777e1f979d3260b4e3f9d604d589c63dd0877ec03e303832541c59100","192","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 汉威科技 | 多维感知平台 | 柔性触觉、电子皮肤、IMU | 中 | 电子皮肤与近 30 家机器人整机及零部件厂商联系/合作 | 六维力边界、收入和供货量 |"
"FOHLSRC-FOHLBASE-024-0231-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","231","231","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L231","7b671ddf0c9dc885385462c20cc504310502fe9f4a70383e67ac0f25bdffdbd1","155","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 华培动力 | MEMS/汽车传感器平台 | 汽车压力传感器 | 中 | 2024 传感器业务收入约 2.44 亿元 | 六维力产品、客户和收入 |"
"FOHLSRC-FOHLBASE-024-0232-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","232","232","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L232","0f9cfb0ab2623a14aca232e770682198de7c2c2b2f2dc6500b282cd18a45b9b8","144","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 敏芯股份 | MEMS 平台 | 压力、惯性、机器人 IMU 潜在 | 中 | 2025Q1-Q3 收入约 4.64 亿元 | 六维力产品和客户验证 |"
"FOHLSRC-FOHLBASE-024-0233-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","233","233","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L233","80e79c33ba57fd4066aee4cfb8fdaeb053fcfa6316a4f87705b0b5cb638add23","161","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 杭州柯林 | 早期跨界 | 电网智能感知,机器人传感器研发 | 中低 | 2024 收入约 5.4 亿元 | 六维力规格、客户、标定和收入 |"
"FOHLSRC-FOHLBASE-024-0235-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","235","235","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L235","33c95bffc51606f691e87fcf5519935ec8a526cd376ee3d390b879a0c1465da1","336","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-力传感器_市场分析-07-RISK):风险、限制和投资相关表述不得外推为正式结论或投资建议。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-024-0237-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","237","237","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L237","016aa60fb71b4bd7f1da0d740150b10ea52aa962e32bb0f4b8a4f2b4d2dc78f2","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 8. 增量来源"
"FOHLSRC-FOHLBASE-024-0246-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","246","246","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L246","fcfadb1c65a02ef8967b9c41e4c7b46a27b4c95ac2206f0eec45fe0588f6b41a","217","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 利润增量 | 从裸传感器升级为数字力觉和力控系统 | 工业、协作、人形 | 采集模块、通信接口、软件补偿、应用包 | 东华、坤维、ATI、Bota、Robotiq、OnRobot | 中 | 中 |"
"FOHLSRC-FOHLBASE-024-0249-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","249","249","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L249","a3557de2231e3cb6e6e38169f110cbf078d794b393adf5bc178fa0a2a8a92ed5","24","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 9. 关键验证问题"
"FOHLSRC-FOHLBASE-024-0254-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","254","254","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L254","0fac006beaf9e00a9ff56149a43925877e5374fb06422ec2d776a2828ad3041a","122","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP 下降速度有多快 | 决定收入和毛利 | 内资 1-2 万元/个、远期 1000-2000 元/个多为研报口径 |"
"FOHLSRC-FOHLBASE-024-0255-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","255","255","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L255","e05130db86508bfc41d9ee2649830b38e8e941b604791a05bf54915e085e34f6","97","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 外采比例是多少 | 决定独立供应商空间 | 整机厂自研和内供会压缩外采 |"
"FOHLSRC-FOHLBASE-024-0256-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","256","256","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L256","027eb6f25b45a2293072f627043b4e755895753f980686127d70fcbc72fdec39","124","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 柯力月出货破千能否持续 | 判断是否从小批量进入批量 | 已有出货线索,收入和客户待验证 |"
"FOHLSRC-FOHLBASE-024-0257-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","257","257","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L257","b75e55340b45462e22108ad8de068a4e65da7b68e50d4130675ea844b12689f2","131","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 安培龙 50 万只产能能否落地 | 判断制造平台能否放量 | 产线和投资口径可见,良率和客户待验证 |"
"FOHLSRC-FOHLBASE-024-0258-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","258","258","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L258","3c6452766231253a8350e41fe5a31f3afab05fff62fe1b8bc7ed5f3cdb5e795f","135","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中鼎/星汇定点能否转量产 | 判断跨界平台能否进入主线 | 定点和 20 万颗产能线索可见,收入待验证 |"
"FOHLSRC-FOHLBASE-024-0259-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","259","259","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L259","f06c0460249af35bc5ff177f323b0aeabba08409934093c67efc2c785657102b","146","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 凌云六维力能否从设计完成走向量产 | 判断工信部项目商业化质量 | 拉压力/扭矩小批量,六维力订单待验证 |"
"FOHLSRC-FOHLBASE-024-0260-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","260","260","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L260","952506237042cf04c842f7a8773c87a1ddbfeaf4d14c7ce24a5db223b097723f","136","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 国产产品寿命和稳定性是否达标 | 决定客户复购和进口替代速度 | 产品级寿命、质保和返修数据缺失 |"
"FOHLSRC-FOHLBASE-024-0261-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","261","261","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L261","44bf06faad906068fb7b160982b24cc697ab5cc7d2183c7fd90190b07208acd6","109","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 六维联合标定能力是否真实具备 | 决定量产一致性 | 标定设备和节拍是核心瓶颈 |"
"FOHLSRC-FOHLBASE-024-0262-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","262","262","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L262","9edee0a0c3278ac7951f04254127bda59697400c12f984f7582f9dd2e92cefb2","122","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 触觉/IMU/MEMS 是否被误读为六维力收入 | 防止跨产品外推 | 汉威、敏芯等需要拆清产品边界 |"
"FOHLSRC-FOHLBASE-024-0264-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","264","264","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L264","a380715daef97fb6a308cbff4ceb734f6474e9b1d419d7e434ed2f3dd981039a","13","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 10. 风险"
"FOHLSRC-FOHLBASE-024-0268-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","268","268","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L268","3f3425f0a81eb9c101de84ff542398617a45c48d94edc71de2517d8d26c2a766","70","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人量产节奏低于预期 | 市场空间兑现延后 |"
"FOHLSRC-FOHLBASE-024-0270-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","270","270","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L270","823c5e805b8d215a055d73947204cf14d873e66dac60abddc77c7e0c0f9f5c43","71","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP 快速下降 | 收入增长被价格下降抵消,毛利承压 |"
"FOHLSRC-FOHLBASE-024-0272-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","272","272","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L272","5a208cc694b0d5e8070a25b01903c21db72bf48327f4583b5bb51d64a6caa931","67","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 标定和良率成为瓶颈 | 产能无法兑现,交期拉长 |"
"FOHLSRC-FOHLBASE-024-0274-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","274","274","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L274","465c40d0a2c6fc00b62435c3e4d2b9364edc4d726fe061beec7cfa7e23c36b6e","55","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 整机厂自研内供 | 外部供应商空间压缩 |"
"FOHLSRC-FOHLBASE-024-0275-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","275","275","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L275","c9cca702623a1a14349ca75c7066cd7d746a03b7fd62e4f0c9a41285186ef423","67","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 低价产品性能不稳定 | 影响国产客户导入和复购 |"
"FOHLSRC-FOHLBASE-024-0278-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","278","278","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L278","c44a9cb2e71af809fb310b889ced1bd5b2e8bb0a29088e2e184b222f0f5c28ac","19","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 11. 市场结论"
"FOHLSRC-FOHLBASE-024-0282-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","282","282","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L282","a02ced3eeae7da5f30d1d9f600c621dd8198f1b469eb6c8aa1225f422fd474a0","120","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","1. 现实需求来自协作机器人、工业机器人、汽车测试和科研测试,确定性高于人形机器人。"
"FOHLSRC-FOHLBASE-024-0283-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","283","283","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L283","57a62d4f73740dcc73ff14f2338d39d18363c4729d9ec1ea14c6e88aba79d251","131","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","2. 高弹性来自人形机器人手腕/脚踝六维力导入,但核心变量是出货量、单机用量、ASP 和外采比例。"
"FOHLSRC-FOHLBASE-024-0284-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","284","284","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L284","7d452eedbbe179188901578f22aee1bcfb10fe3c1efe3c0d066879151064875b","101","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","3. 远期路线来自灵巧手微型力觉、MEMS/玻璃微熔、柔性触觉和数字力觉模块。"
"FOHLSRC-FOHLBASE-024-0285-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","285","285","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L285","a699209c1cc4a9c410df80b29317ce4440db8b2ad45bb1cfa2ca93b4056e880b","123","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","4. 国产替代逻辑成立,但要用客户、供货量、收入、寿命和标定能力验证,不能只看价格低。"
"FOHLSRC-FOHLBASE-024-0286-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","286","286","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L286","9c1752f6e19b024c6e27448796a2753a5658b8c653cf5abb2781f2f4431e19bc","157","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","5. 当前最值得优先跟踪的公司是柯力、安培龙、东华、中鼎/星汇、凌云,以及宇立、坤维、蓝点、鑫精诚等专精厂商。"
"FOHLSRC-FOHLBASE-025-0004-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","4","4","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L4","921b94ff7ba01c586b8e700aa531b6a0e4f067670bacf580729b9351f42f9d99","35","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> case_id: ANA-ROBOT-INDUSTRY-001"
"FOHLSRC-FOHLBASE-025-0005-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-025-0005-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-025-0006-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","6","6","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L6","51ddefb06b154109ad40b8a957ea1dc8d5f6ce2e5ab03823e2d66f370c5111b7","43","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> batch_id: BATCH-ANA-ROBOT-MIGRATION-001"
"FOHLSRC-FOHLBASE-025-0007-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-025-0007-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-025-0010-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","10","10","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L10","6b70fdf4319b34a38405a95b6e109c6b55a71a355b6c2d255ed66038aa349b03","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> frozen_date: 2026-07-03"
"FOHLSRC-FOHLBASE-025-0012-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","12","12","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L12","229e5b6f2d71cd5b4705f7f20be8540ea151a520c9cbe1234c970c6502cc9304","24","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0. 冻结复核结论"
"FOHLSRC-FOHLBASE-025-0015-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","15","15","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L15","cd79cd837d92015495dff874aaa02b5e4a015d3140260011f8331796c19e169b","173","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 当前冻结含义是“稳定文件名、稳定入口、稳定来源映射和正式返修基线”,不是审核通过、不是对外交付版,也不是投资建议。"
"FOHLSRC-FOHLBASE-025-0016-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L16","0aa52cb542375b1ce733a79e7ea3b57f8e038aa1b85ab2b210ae71f4551b4274","335","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 证据状态统一按 SUBINDUSTRY14_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-025-0016-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L16","0aa52cb542375b1ce733a79e7ea3b57f8e038aa1b85ab2b210ae71f4551b4274","335","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 证据状态统一按 SUBINDUSTRY14_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-025-0017-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","17","17","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L17","91a4ef370f9100b0b6bd534d7e3cfbb1c86d35994cf860bab33246e2b3e514c7","129","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 复核备注:已按 P0 细分环节首批迁入;正式结论前需补证据等级、硬字段来源和人读质量复核。"
"FOHLSRC-FOHLBASE-025-0019-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L19","2101f9421c0c28216ff7b7164ba69bb78cfa598f1062e3c0e961f6ae10ca9c33","57","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-025-0019-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L19","2101f9421c0c28216ff7b7164ba69bb78cfa598f1062e3c0e961f6ae10ca9c33","57","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-025-0021-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L21","012395b7dbe1497463706c71f3b3d2fa26c054fae7c3ae2d969aae153f1bbcf0","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 本节为 14 个子行业页输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、覆盖完整、对外交付或完成状态。"
"FOHLSRC-FOHLBASE-025-0021-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L21","012395b7dbe1497463706c71f3b3d2fa26c054fae7c3ae2d969aae153f1bbcf0","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 本节为 14 个子行业页输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、覆盖完整、对外交付或完成状态。"
"FOHLSRC-FOHLBASE-025-0023-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","23","23","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L23","9c00e401c231910ed3a087d948f675b1f60be8894af072a760894672ce3131bc","221","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 强字段统一降读:市场规模 / 出货量、ASP / 单机价值量、客户供应链、主供 / 独供、产能 / 产销、毛利 / 份额 / 利润池等,只能保留为待核验事实、研报测算或缺口。"
"FOHLSRC-FOHLBASE-025-0027-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","27","27","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L27","4e56cbb145541fac37589f6c8fca82b2dee1170ab478f7c3ebf99111766af9cc","247","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 细分环节定义 / 产品边界 | 范围 / 产品层待审线索 | 保留为既有研究承接线索,正式输出前需按研报体系确认定义、边界和排除项。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-025-0028-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","28","28","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L28","8db27a01e102c745588307d23f7c862575f72ee85bef4734d5d991f516bc27f9","232","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产业链位置 / 上中下游路径 | 范围 / 产品层待审线索 | 仅作为待审结构化归类,不等同完整产业链覆盖或正式图谱结论。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
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"FOHLSRC-FOHLBASE-025-0031-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","31","31","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L31","3fffbd08348755ecaa04fe0fa336d27bf68efebf42d0265b9ce87addc9795b08","269","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 市场规模 / 出货量 / 渗透率 | 待核验 / 测算 / 缺口保留 | 市场规模、出货量、CAGR、渗透率等测算必须保留为待核验或研报测算,不得写成确定事实。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-025-0031-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","31","31","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L31","3fffbd08348755ecaa04fe0fa336d27bf68efebf42d0265b9ce87addc9795b08","269","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 市场规模 / 出货量 / 渗透率 | 待核验 / 测算 / 缺口保留 | 市场规模、出货量、CAGR、渗透率等测算必须保留为待核验或研报测算,不得写成确定事实。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-025-0032-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","32","32","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L32","64f80a1464adf1fb6e6e05725120d95de85fdc34837d1d326af9ad984f74fac2","255","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| ASP / 单机价值量 / BOM 价值 | 待核验 / 测算 / 缺口保留 | ASP、单机价值量、BOM 占比和价格带必须标注测算来源或缺口,未补证前不得升级。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-025-0032-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","32","32","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L32","64f80a1464adf1fb6e6e05725120d95de85fdc34837d1d326af9ad984f74fac2","255","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP / 单机价值量 / BOM 价值 | 待核验 / 测算 / 缺口保留 | ASP、单机价值量、BOM 占比和价格带必须标注测算来源或缺口,未补证前不得升级。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-025-0033-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L33","71413faf60199ea9ae2e99d2c792fabfd0291bfddc576ed8d815578c9b4f09ed","247","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 客户 / 主供 / 独供 / 供应链阵营 | 待核验 / 测算 / 缺口保留 | 客户、主供、独供、阵营归属和供应关系需公司侧或客户侧官方证据。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-025-0033-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L33","71413faf60199ea9ae2e99d2c792fabfd0291bfddc576ed8d815578c9b4f09ed","247","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户 / 主供 / 独供 / 供应链阵营 | 待核验 / 测算 / 缺口保留 | 客户、主供、独供、阵营归属和供应关系需公司侧或客户侧官方证据。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-025-0034-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L34","028d80d746d7ccf22c47ee5e92a742ded1e94aba35ed811f07eb2ce140647539","259","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产能 / 产销 / 交付 / 良率 | 待核验 / 测算 / 缺口保留 | 产能、产销、交付、良率、寿命和可靠性均保留待核验,不得由研报迁移稿直接确认。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-025-0034-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L34","028d80d746d7ccf22c47ee5e92a742ded1e94aba35ed811f07eb2ce140647539","259","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产能 / 产销 / 交付 / 良率 | 待核验 / 测算 / 缺口保留 | 产能、产销、交付、良率、寿命和可靠性均保留待核验,不得由研报迁移稿直接确认。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-025-0035-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L35","5d64da9a832693f9c64eba84a8f4b8ff8e11a200dc0f04617af088b1395e1ed6","262","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 毛利 / 份额 / 利润池 / 话语权 | 待核验 / 测算 / 缺口保留 | 毛利、份额、利润池和话语权判断只能作为待审分析,不构成正式结论或投资建议。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-025-0035-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L35","5d64da9a832693f9c64eba84a8f4b8ff8e11a200dc0f04617af088b1395e1ed6","262","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 毛利 / 份额 / 利润池 / 话语权 | 待核验 / 测算 / 缺口保留 | 毛利、份额、利润池和话语权判断只能作为待审分析,不构成正式结论或投资建议。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-025-0037-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","37","37","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L37","ae01a7faaf01b0ea525d4b9e250d3544ea8ffedc2d49f34927c0f66827a6cd27","129","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/subindustry14_field_downgrade_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-025-0039-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L39","ca11e704d49f4a2dd3073d92d19772b04fa8a551195f94b650f457dd1c6e7a2a","63","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-025-0039-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L39","ca11e704d49f4a2dd3073d92d19772b04fa8a551195f94b650f457dd1c6e7a2a","63","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-025-0043-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","43","43","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L43","90e462ecb148c59615fe2265334e1a379d1b892e751c1ee787014862875c9be0","197","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 核心结论 / 环节定位 | 将赛道结论、价值判断和商业化阶段降读为待审分析,不写成审核通过结论。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-025-0044-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","44","44","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L44","c30461c0700dc301eb90303898ca61e4492d5c7c51bc96a9e63b0c194b6db475","200","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产品边界 / 技术路线 | 产品和路线描述保留为待审结构,明确不能替代参数、可靠性或路线胜率证据。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-025-0045-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","45","45","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L45","692b78c0f1644130a50fd895f9aa614fb10e9e4b8b37fed5f01054da8aa3c417","196","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 市场规模 / 出货 / 渗透 / ASP 测算 | 市场空间、出货、渗透、ASP 和单机价值量均需标注测算或缺口。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-025-0045-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","45","45","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L45","692b78c0f1644130a50fd895f9aa614fb10e9e4b8b37fed5f01054da8aa3c417","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 市场规模 / 出货 / 渗透 / ASP 测算 | 市场空间、出货、渗透、ASP 和单机价值量均需标注测算或缺口。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-025-0046-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L46","4fae98732121536c72cb59d86ecad15783b3188975d333e7905574d6e5219536","209","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产业链拆解 / 价值量 / 利润池 | 价值量、利润池和毛利判断降读为研报测算或分析判断,不能写成确定事实。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-025-0046-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L46","4fae98732121536c72cb59d86ecad15783b3188975d333e7905574d6e5219536","209","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产业链拆解 / 价值量 / 利润池 | 价值量、利润池和毛利判断降读为研报测算或分析判断,不能写成确定事实。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-025-0047-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","47","47","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L47","ff8af3b63897d9e23cb1e24af2e7532c9ffb4d15e4aa83c5c640eedd4cf66b4e","179","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 公司格局 / 竞争份额 | 公司映射、竞争份额和卡位判断不代表正式公司池或覆盖完整。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-025-0048-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L48","6a1be6d5cedd135abc33fa473bf1788d3ac39533700992e20fb3710ac3b03552","197","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 客户供应链 / 产能交付 | 客户、主供、独供、产能、交付和良率保持待核验,需官方或客户侧补证。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-025-0048-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L48","6a1be6d5cedd135abc33fa473bf1788d3ac39533700992e20fb3710ac3b03552","197","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户供应链 / 产能交付 | 客户、主供、独供、产能、交付和良率保持待核验,需官方或客户侧补证。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-025-0049-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L49","65adc2cb7d697fa50f2d7df218078564fc9e042204bf9fddd519332d0f157325","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-025-0049-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L49","65adc2cb7d697fa50f2d7df218078564fc9e042204bf9fddd519332d0f157325","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-025-0051-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","51","51","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L51","fb061b6bcae56bc314070d18f434ab263b9397bfed2b1d2cf0ed9bae27ac6ad3","128","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/subindustry14_body_downgrade_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-025-0056-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","56","56","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L56","7d6f7f9906dc95929e2e880eef9c43e59e451a3a87059be0581bb49615604823","275","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 文档定位:本文只回答“机器人力传感器产业链如何拆、价值和壁垒在哪里、哪些公司处于什么位置、增量流向谁”。市场规模、出货量、份额、价格带和竞争节奏集中放在 `力传感器市场深度梳理结果.md`。"
"FOHLSRC-FOHLBASE-025-0058-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","58","58","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L58","2b465f99771beeb2aea564c6ebbc0d234de29c62ef56f4d31717f4d8aa2cc9a0","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 1. 资料口径"
"FOHLSRC-FOHLBASE-025-0064-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","64","64","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L64","3a11d21d10dda5d91a9fee92616d004290dce4ba30c92dec7137a0614f1a1aad","150","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| `../../../../raw/existing_research/归档/旧版梳理结果_20260528前/力传感器深度梳理结果.md` | 本次拆分主底稿 | 分析底稿 |"
"FOHLSRC-FOHLBASE-025-0065-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","65","65","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L65","42a1f6a9e2e073b1e0714adfc8d1486b0e90ec7dc1796eea23ffad85d90f3fce","171","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| `../../../../raw/existing_research/归档/旧版梳理结果_20260528前/力传感器梳理结果.md` | 旧版产品边界、上中游补充、玩家池 | 分析底稿 |"
"FOHLSRC-FOHLBASE-025-0067-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","67","67","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L67","5b82f3bd6271144cf01d3f5465e99d3e418d6ba77310afb410e2623e5dd46c11","213","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| `industry_source_archive/data/report/new_batch_20260521/batch_summary.json` 及对应 Markdown | 柯力、安培龙、东华、中鼎/星汇、凌云、汉威、敏芯等补充 | 低置信转换,作为线索 |"
"FOHLSRC-FOHLBASE-025-0068-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","68","68","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L68","cfd8d5d52ee5633b1f17ad12864f29defa992df4bb696ededb37107a1a79ebd6","163","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司官网、公告、年报、公开产品页 | 产品线、财务、客户、产能、工艺路线 | 需区分公司整体、相关业务和六维力单品 |"
"FOHLSRC-FOHLBASE-025-0074-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","74","74","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L74","4a07b58c86f700a2f969ed9aa9b7245100a76739cf885421b1a34a411d0c5c7e","71","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 低置信 Markdown、媒体报道和供应链口径只作为线索。"
"FOHLSRC-FOHLBASE-025-0075-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","75","75","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L75","9c424c43a0dc3067f5c312113869a2447aaee0688c7327262744059710047d19","116","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 公司整体收入、传感器业务收入、机器人力学传感器收入、六维力单品收入必须分开。"
"FOHLSRC-FOHLBASE-025-0077-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","77","77","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L77","e362a6b9527404730225a6ad47cfa9df4b57914f45c08a70e6e2cf42b7ab7811","345","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-力传感器_详细介绍-01-CORE):核心结论、赛道空间、产业位置和商业化判断均需降读为待审分析。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-025-0079-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","79","79","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L79","e0bae0a06a89773e4be0efd46fc49c1f3b17dd8e2c4a3fd9341cd7c295850a31","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 2. 核心结论"
"FOHLSRC-FOHLBASE-025-0085-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","85","85","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L85","788ea23cde558eace35d5a69c40ad427bfb39ca2aadffb7a76c39f9323617097","169","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 一维力传感器 | 单方向拉力、压力、重量 | 直线执行器、夹爪、足底局部 | 低到中 | 已成熟量产 | 工业基础,机器人弹性有限 |"
"FOHLSRC-FOHLBASE-025-0096-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","96","96","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L96","c3804e63be62f15ae869c38a7db776693f1fa9158b6e5dc524a8e7b51c982d39","125","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 利润池不只在裸传感器,而在“传感器本体 + 数字采集 + 标定补偿 + 软件接口 + 应用适配”。"
"FOHLSRC-FOHLBASE-025-0098-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","98","98","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L98","8ef69f945941bf245f291c3bfba55c8e9d67600dae7c2cdbdab81d35c54bd1eb","342","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-力传感器_详细介绍-02-PRODUCT):产品边界、技术路线和环节拆分仅保留范围 / 产品层待审线索。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-025-0100-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","100","100","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L100","f9926e6403a50122666b34310e84d8185dea19a4e89644cfe60b034b07ecd7a3","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 3. 产品边界"
"FOHLSRC-FOHLBASE-025-0106-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","106","106","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L106","ad6cba4fb3b2f10867384e297631d38597eb9133b2db395f262b7e8efabd8446","110","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 一维/三维力传感器 | 纳入基础产品 | 可作为技术和客户基础,但不能等同六维力 |"
"FOHLSRC-FOHLBASE-025-0108-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","108","108","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L108","16b3cca04b495628a2e0db1c24f0885f3231ebc1f10e3fa81723dd41b3ad1883","126","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 汽车压力传感器 | 部分纳入 | 可作为 MEMS、玻璃微熔、封装能力基础,不等于机器人力觉收入 |"
"FOHLSRC-FOHLBASE-025-0110-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","110","110","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L110","16b8a442d3e526ec2b17cb399bd00dd2245ac4e52e501eb1f040bc7b97e5d520","82","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 力控系统集成商 | 部分纳入 | 需区分代理、集成和自研收入 |"
"FOHLSRC-FOHLBASE-025-0111-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","111","111","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L111","e19d6cf74000818dd9523a3b60b7b8e66ef2f8dee0216302015646850d9f006a","94","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 整机厂自研内供 | 纳入供需变量 | 会影响外部六维力供应商可得市场 |"
"FOHLSRC-FOHLBASE-025-0115-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","115","115","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L115","57bf7bc7a7eaed797a16b75834e1a870d2f8c359a9c4ca93b5a7ed6eb7143694","348","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-力传感器_详细介绍-03-MARKET):市场规模、出货量、渗透率、ASP 和单机价值量均需标注测算或缺口。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-025-0117-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","117","117","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L117","034428a3fd46ff8a7550776a29d5a48613897e660da533cab01b4910a089dba7","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 4. 技术路线"
"FOHLSRC-FOHLBASE-025-0121-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","121","121","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L121","dccef56d961ac3bbc1d9d107a932a379773738831da964173d7479b4aee831e4","343","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 金属箔应变式 | 弹性体受力形变,应变片电阻变化,经电桥、电路和算法解耦 | 技术成熟、精度高、刚度好、供应链相对完整 | 贴片依赖工艺,温漂、蠕变、长期稳定性和人工一致性是难点 | 当前主流 | ATI、宇立、坤维、蓝点、鑫精诚、柯力等 | 短中期主线 |"
"FOHLSRC-FOHLBASE-025-0123-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","123","123","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L123","f94acdc461043791e17ae3cc86e5ef3977a37a4183a623c405329ae1d9cc3992","273","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 玻璃微熔 | 敏感元件与金属结构通过玻璃微熔结合 | 可减少传统胶粘老化、蠕变和人工一致性问题 | 工艺和良率门槛较高,六维力验证不足 | 早期到导入期 | TE、安培龙、华培、汉威等 | 适合跟踪量产降本 |"
"FOHLSRC-FOHLBASE-025-0128-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","128","128","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L128","1aab542f829bbd6f4cc6cc021489bd5c60b6dd071a936eb5ac9d0e69f3490634","262","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","短期主流仍是金属箔应变式。人形机器人如果进入大规模量产,传统人工贴片和人工标定会遇到一致性、良率、交付周期和成本瓶颈,因此硅基应变片、MEMS、玻璃微熔和自动化贴片值得中长期跟踪。"
"FOHLSRC-FOHLBASE-025-0130-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","130","130","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L130","cc4cfb9616da80caf30fa5a77bae28dde9bf0bfabeb3d154acfb9c413db0c0f3","331","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-力传感器_详细介绍-04-CHAIN):产业链价值量、利润池和话语权判断不能替代证据结论。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-025-0132-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","132","132","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L132","143711c2b33937602800fa6790596b7c87eed69e759e171fb62b4a606a73aee0","21","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 5. 产业链拆解"
"FOHLSRC-FOHLBASE-025-0141-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","141","141","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L141","b956faa3e7e2363e340ef80c25f96b3033e36cfdc1ce0647c85743664b482fa8","246","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","力传感器上游不是单一“原材料”,而是由材料、弹性体、敏感元件、信号链、封装和标定设备共同决定性能。中游是结构、敏感元件、电路、标定、补偿、通信和客户应用的系统集成。"
"FOHLSRC-FOHLBASE-025-0143-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","143","143","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L143","ca8cd5c7be0209f244be20f8777f830f426b3dcbc3ff519bb024359b3e638294","14","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 5.1 上游"
"FOHLSRC-FOHLBASE-025-0145-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","145","145","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L145","7e2ce67fb2f1319f4d5278e98aa9c6a3e9cf9f3ec77e306b6b96a93a3b605135","111","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 上游环节 | 对六维力传感器的作用 | 代表玩家/线索 | 价值量/利润特征 | 研究判断 |"
"FOHLSRC-FOHLBASE-025-0147-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","147","147","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L147","ff4c1e3df047863f1fd70b3e9621e09f92dac24cc3c1e1f515186c0204d69a34","292","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高性能金属材料 | 用于弹性体,决定强度、疲劳寿命、热稳定性和可加工性 | 特钢、铝合金、钛合金供应商 | 材料偏通用,价值更多体现在选材和热处理 know-how | 不是最高壁垒,壁垒在中游如何用材料做出低耦合弹性体 |"
"FOHLSRC-FOHLBASE-025-0148-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","148","148","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L148","6555af0eb773c9ce0312d25b14e00539ba47286abda22378014fe25b76b9f20b","250","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 弹性体加工与热处理 | 将材料加工成可产生微小可逆形变的结构件 | 精密机加工、热处理、表面处理供应链 | 小批量阶段加工成本较高 | 结构设计、有限元仿真和关键工艺应留在中游内部 |"
"FOHLSRC-FOHLBASE-025-0151-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","151","151","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L151","a73387fceb59bf8aa1ee53768d0c1c5ed154b2addad7e5939594a04abb8b1c7c","232","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 玻璃微熔/封装粘接 | 影响老化、蠕变、密封和长期漂移 | TE、安培龙、华培、汉威,Henkel、3M 等材料商 | 材料单价不一定高,但影响质保和良率 | 常被低估的长期可靠性环节 |"
"FOHLSRC-FOHLBASE-025-0153-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","153","153","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L153","0c5f2f016e274d33e369a3e29b0c392e571842c7dda7f88a1971eaddd5c16fbf","213","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 数据采集与通信 | EtherCAT、CAN、USB、RS422/485、ROS 等 | HBK、NI、ATI、Bota、FUTEK,中游自研模块 | 从传感器升级为数字力觉模块后价值量提升 | 机器人导入成本关键 |"
"FOHLSRC-FOHLBASE-025-0154-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","154","154","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L154","6833985a37130417708c020ff4f3896e55871be2c218f3c5102d2e05c722e2a6","214","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 标定设备与计量标准件 | 六维联合加载、标定矩阵、温补和出厂测试 | 中游自研、计量院校、东华测试等 | 设备投入和节拍影响产能 | 标定能力是中游量产瓶颈 |"
"FOHLSRC-FOHLBASE-025-0156-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","156","156","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L156","5106ce62c213d14ba38f11c78f5b195ec2609414bb5c3890e8a9f0e423dc8885","33","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","上游利润池大致分三层:"
"FOHLSRC-FOHLBASE-025-0164-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","164","164","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L164","3a736457b94cfe3fd5dc1aac0684b17d03e136055f721b0bf04015c3c7667c0f","14","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 5.2 中游"
"FOHLSRC-FOHLBASE-025-0166-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","166","166","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L166","1c931a0172f0845add8a96724e648f9af9a2e617c0894301dbe660dbdec7e1f1","62","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中游环节 | 做什么 | 难点 | 对成本/毛利影响 |"
"FOHLSRC-FOHLBASE-025-0173-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","173","173","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L173","70583104161b768c008f9d2f1e1ca400841f40b245dbf088676ca6503f4059af","181","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 六维联合标定 | 多方向加载,建立解耦矩阵和补偿模型 | 设备非标、样本空间大、节拍慢、数据可追溯 | 标定设备投入和节拍决定产能 |"
"FOHLSRC-FOHLBASE-025-0174-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","174","174","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L174","15b2701b4c1633d4577e9142d3475562568cf67e23316e4088749d5d745367e2","194","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 软件接口/应用适配 | 通信协议、ROS、机器人控制器插件、力控应用包 | 不同控制器、安装位置和负载差异大 | 降低客户导入成本,提高客户黏性 |"
"FOHLSRC-FOHLBASE-025-0176-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","176","176","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L176","551bd90ff8dcebe7ef681dd0d320cc191e8570e48d4414f8ab84f14da832fccd","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","中游利润可以拆成:"
"FOHLSRC-FOHLBASE-025-0185-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","185","185","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L185","0379a2e7641fd464b3d25e8f38ffcfce4d0fe3be36cdd6754995fe02c4351c57","38","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 研发、质保和客户适配成本"
"FOHLSRC-FOHLBASE-025-0186-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","186","186","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L186","655feae0620331990ac823d9d095a0d4889e70abe9369d7565394ec1d85c150a","8","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","#NAME?"
"FOHLSRC-FOHLBASE-025-0189-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","189","189","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L189","470e36107e37ae7e69dd22d1c5ba9e3e0c5e0e9ef28ed4cfb6a4ff0d2f3dd120","228","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","中游结论:当前中游处于“样品验证向小批量交付过渡”阶段。真正能沉淀利润的公司,需要同时具备稳定产品、六维联合标定能力、客户批量验证、数字接口和交付能力。"
"FOHLSRC-FOHLBASE-025-0191-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","191","191","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L191","68f61c34d1d13e7c6bae86f0d336bc5c44bb0cb3f281ac741cd6391dd7075175","14","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 5.3 下游"
"FOHLSRC-FOHLBASE-025-0195-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","195","195","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L195","f4f96d94ab6ebdb67813978e367d778c5a5956eb5fca741956c19ab3842d9cf7","166","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 协作机器人 | 末端力控、拖拽示教、打磨、装配 | 已有现实需求 | 柔性制造、易用性提升 | 中 | 机器人品牌适配、客户复购 |"
"FOHLSRC-FOHLBASE-025-0197-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","197","197","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L197","f419b1e35a10b8104da968f0321a647a522a388ac2f6e5da69936c7787a3b326","181","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人 | 手腕、脚踝、灵巧手、关节力矩 | 早期导入,弹性最大 | 整机量产、复杂操作和平衡需求 | 高 | 单机用量、ASP、量产客户 |"
"FOHLSRC-FOHLBASE-025-0201-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","201","201","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L201","f4aa45622068a28710bbddbf386d61beed813cfce6e968b1414ffeef281b8ecd","342","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-力传感器_详细介绍-05-COMPANY):公司映射、竞争格局和份额判断不代表正式公司池或覆盖完整。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-025-0203-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","203","203","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L203","e7b94fe630559484739161c9ed5f27ae0bb4739d3ae91af9c0328f4512051e7b","45","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 6. 成本结构、盈利模式和利润池"
"FOHLSRC-FOHLBASE-025-0205-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","205","205","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L205","43c1ec3de7f0eee0e67a240674584e665a75cb766fa928e55c7bf826e84e95ea","20","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 6.1 成本结构"
"FOHLSRC-FOHLBASE-025-0207-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","207","207","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L207","ec2de2ad895925a05dc0a9db009ad38858027766e02b89587f7131e2127b7170","46","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 成本项 | 主要内容 | 对利润影响 |"
"FOHLSRC-FOHLBASE-025-0212-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","212","212","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L212","926396c4386d5700d80d94ec1355b61170c089d0976114b52a9a557d2ee25856","103","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 标定检测 | 六维联合加载、温漂补偿、校准报告 | 设备折旧和节拍影响产能 |"
"FOHLSRC-FOHLBASE-025-0213-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","213","213","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L213","58bf8fa25e02b6c8592ebf91466a5ff66cc568467cf4f13c2170f3f5dac2bd40","112","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 软件和接口 | 通信协议、驱动、滤波、重力补偿、应用包 | 可提升毛利和客户黏性 |"
"FOHLSRC-FOHLBASE-025-0214-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","214","214","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L214","1f211b88ff11d93efb5ac7a13496d81ba99595fc18f7ebc273f9fb332cf39016","94","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 售后质保 | 漂移、过载、密封失效、返修 | 长期可靠性差会吞噬利润 |"
"FOHLSRC-FOHLBASE-025-0220-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","220","220","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L220","77458be75d954b738e99fa718a556e67a74c3c156a90b1ec02f9db84908cf3cf","106","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 柯力传感直接材料成本占比 | 约 73.6% | 研报口径,力传感器相关材料成本 | 中 |"
"FOHLSRC-FOHLBASE-025-0221-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","221","221","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L221","cfbfc9839ebe6c2f15f399e72b5c0749b6cf99fd6cf714b93a0f8d73ca913d80","131","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 安培龙敏感元件及传感器制造收入 | 约 11.83 亿元,毛利率约 29.02% | 2025 年报,非单独六维力 | 高 |"
"FOHLSRC-FOHLBASE-025-0222-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","222","222","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L222","4be193dcac6fb6a5775ecc3bafcb174121df81d6f3b0acdc79a88c6e643bf31e","103","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 安培龙压力传感器直接材料占营业成本 | 约 59.20% | 2025 年报,非六维力 | 高 |"
"FOHLSRC-FOHLBASE-025-0223-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","223","223","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L223","5284f9b8e7a5aa2e34de2a382ff38edb8f2928f6695cf495e6915fec02c068d4","118","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 汉威科技传感器产品收入 | 约 3.91 亿元,毛利率约 31.75% | 2025 年报,非单独六维力 | 高 |"
"FOHLSRC-FOHLBASE-025-0224-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","224","224","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L224","72a0ac4a5795e5b6cf904011586c2a6d34a8790c42e5da66646a9bcf6325f4bd","79","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 汉威科技传感器原材料成本占比 | 约 66.64% | 2025 年报 | 高 |"
"FOHLSRC-FOHLBASE-025-0225-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","225","225","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L225","4b46a4014aaf50af26497d8fe76cafece84d45f5da51e4b6d9125c456176416e","90","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| VPG Sensors 分部收入 | 约 1.16 亿美元,毛利率约 31.1% | 2025 年报 | 高 |"
"FOHLSRC-FOHLBASE-025-0226-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","226","226","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L226","87f1652ce6f65361283bc6dd2d2f507548dfa7aa2ada58df44cea4f56ca320d8","75","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| VPG Measurement Systems 分部毛利率 | 约 52.1% | 2025 年报 | 高 |"
"FOHLSRC-FOHLBASE-025-0227-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","227","227","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L227","ddf80401db73c46828ff6d4a87fb7df1d48f45d2766d641bd553f878d5875de0","135","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| Novanta AET 分部收入 | 约 5.01 亿美元,毛利率约 47.8% | 分部含机器人末端工具等,不等同 ATI 单项 | 高 |"
"FOHLSRC-FOHLBASE-025-0229-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","229","229","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L229","eae6512b34cdfd7f47ca9da508e75d3764d7e31bdf77cd8a4b01fd7e2e4b763a","20","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 6.2 盈利模式"
"FOHLSRC-FOHLBASE-025-0231-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","231","231","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L231","e94601d862de4690db66a2d9fa129f69eb96f08fcef917034f27f72b7b1b529d","76","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 盈利模式 | 典型玩家 | 利润来源 | 适合场景 | 主要风险 |"
"FOHLSRC-FOHLBASE-025-0234-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","234","234","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L234","6da6f5b10bcb1b2aba37c57452d9e2c9795ef342174fe776d7059c389a4f1d96","310","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 六维力 / 力矩传感器本体销售 | ATI、宇立、坤维、蓝点、柯力、安培龙、星汇、东华等 | 弹性体设计、贴片工艺、封装、信号调理、标定矩阵 | 手腕、脚踝、末端力控、测试平台 | 人形客户放量后压价明显,未形成主供前议价权有限 |"
"FOHLSRC-FOHLBASE-025-0235-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","235","235","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L235","a7875040acc52679630517ec49f16ae9d4fc3ca03b615d512c7368978990eea5","280","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 数字力觉模块 | 坤维、东华、ATI、Bota、Robotiq、OnRobot、柯力等 | 采集电路、通信接口、温补、滤波、重力补偿和安装适配 | 协作机器人、工业力控、研发平台 | 若只卖硬件,容易被客户控制器或本体厂自研吸收 |"
"FOHLSRC-FOHLBASE-025-0236-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","236","236","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L236","b6a59b07e98e5cd24c2f7cc79e5290c687e33baca0a3ac8e61432102525f0ed5","313","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 标定检测 / 测控系统 | 东华测试、坤维、HBK、NI、计量机构和中游自研系统 | 六维联合加载、CNAS / 计量能力、自动化标定节拍、数据追溯 | 传感器量产、客户验收、机器人研发验证 | 设备非标,规模化收入不一定大,但会决定交付能力 |"
"FOHLSRC-FOHLBASE-025-0237-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","237","237","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L237","00c5881ec871e79db5156550664d9e14649dbf29e1b8b6509b5931c3f9f9e416","261","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 力控应用包 / 工艺方案 | Robotiq、OnRobot、ATI、坤维、东华、系统集成商 | 控制器适配、工艺参数、售后经验和客户复购 | 打磨、装配、焊接、拖拽示教、灵巧操作 | 场景碎片化,销售和服务成本高 |"
"FOHLSRC-FOHLBASE-025-0239-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","239","239","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L239","cd377f697d7182fb6c9c087a4c4de704dfd6d0d74d9565c14955bb4919c48d69","23","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 6.3 利润池判断"
"FOHLSRC-FOHLBASE-025-0241-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","241","241","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L241","27815d603a8c8c55040dea7b87b1040ff0f4bde1b7323d6c98c68e9856c20de2","95","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 敏感元件和应变片有技术门槛,但只卖元件的利润受规模和竞争影响。"
"FOHLSRC-FOHLBASE-025-0243-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","243","243","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L243","c9f934b4571f263e502fdf819d2af9a3d8e621cad930802ec693e57d7e560789","86","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 数字力觉模块加入采集电路、通信和补偿,客户导入成本更低。"
"FOHLSRC-FOHLBASE-025-0244-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","244","244","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L244","6ad92a3676591abbefbdde40632aed943fdf917f488b968ab45887d4166bdb06","98","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 力控系统和应用包绑定机器人控制器和工艺场景,毛利和客户黏性更强。"
"FOHLSRC-FOHLBASE-025-0245-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","245","245","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L245","26b65113cc17671130daa58835dc4440b6eb827e1136b4ced76d5eed1464ade9","90","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 测量系统/仪器类似 VPG Measurement Systems,利润可能高于单纯传感器。"
"FOHLSRC-FOHLBASE-025-0247-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","247","247","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L247","38fe56ee9446b7d20c1739597daedbd401be053e2a9a06d6ca5014754f4a25f0","347","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-力传感器_详细介绍-06-SUPPLY):客户、主供、独供、产能、交付、良率和寿命需官方或客户侧补证。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-025-0249-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","249","249","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L249","5398c16c08d287d8b3914a269aad09e8548228bad6d3cd454722e0b623366a3a","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 7. 环节话语权判断"
"FOHLSRC-FOHLBASE-025-0251-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","251","251","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L251","ed197dbf769d0de98471bb1c9ba70800a76be78dbc5528825e19b135bb9f2b58","201","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","力传感器的话语权不只来自“能不能做出六维力”,而是来自技术路线、客户验证、标定能力、接口生态和批量一致性。不同场景的权力结构差异很大。"
"FOHLSRC-FOHLBASE-025-0255-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","255","255","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L255","75cf743b47a9fa812a2d6edecd1ba5d16af8ea5839ab6f3883ad0421d86541c0","351","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高端工业 / 测试测量六维力 | 精度、寿命、计量证书、软件生态、长期客户认证 | ATI、HBK、VPG、Kistler 等海外标杆;东华在测控和校准侧有优势 | 国产替代、客户降本、部分场景对极限性能要求下降 | 海外仍有高端话语权,国产替代先从中低价值量和响应速度切入 |"
"FOHLSRC-FOHLBASE-025-0256-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","256","256","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L256","372a52f36a02bb8f4bb436c13ab016a0472bda395dcf5807909f1f5e9d4459f4","298","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 协作 / 工业末端力控 | 控制器适配、工艺包、交付服务、性价比 | 宇立、坤维、柯力、Robotiq、OnRobot、ATI 等 | 力控工艺碎片化,客户可能要求低价和快速定制 | 现实需求确定,但利润取决于是否从裸传感器升级为模块和方案 |"
"FOHLSRC-FOHLBASE-025-0257-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","257","257","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L257","c5e897ec88a654971660f96ea0e150cd0d98eaa6208ec2aaf0e9aa7d3d1f6290","410","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人腕 / 踝六维力 | 轻薄化、过载保护、低串扰、批量一致性、供货节奏和整机客户认证 | 柯力、蓝点、坤维、宇立、星汇、安培龙等都在争取;尚未形成稳定主导格局 | 本体厂自研、接口快速变化、ASP 下行、客户量产节奏不确定 | 弹性最大,但当前不能把送样等同主供;需要客户侧定点和复购证明 |"
"FOHLSRC-FOHLBASE-025-0258-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","258","258","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L258","c13f7b6d2ed0b6cf0592c85330efa94c755892276757a666110fdbe6a3e1c967","345","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 关节扭矩传感器 | 结构集成、抗轴向力、封装、温漂、与电机/减速器/控制器协同 | 安培龙、柯力、星汇、东华,以及关节模组厂自研方案 | 与执行器深度耦合,本体厂和模组厂掌握接口定义 | 若外部供应商能参与关节定义,话语权高;否则可能被模组厂吸收 |"
"FOHLSRC-FOHLBASE-025-0259-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","259","259","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L259","574e83b9aedfb45d78e5091ae186921552fc991d0dfc59b7ae62e4b5670700da","354","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 微型力觉 / 柔性触觉 | 阵列密度、寿命、柔性封装、算法、触觉数据和整手适配 | 他山、汉威/能斯达、超维、XELA、SynTouch、Tekscan、GelSight 等 | 技术路线未收敛,寿命、成本和量产一致性缺口大 | 与六维力互补,不应混同;远期可能在灵巧手和电子皮肤形成新利润池 |"
"FOHLSRC-FOHLBASE-025-0260-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","260","260","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L260","19ac1ae442873642b9e46caa96ccfd6c5382ce536052a290b0456ad012fd86de","336","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 上游应变片 / 敏感元件 | 一致性、温漂、疲劳寿命、封装可靠性和自供能力 | VPG、HBK、Kyowa 等高端应变片;安培龙、汉威、敏芯等在 MEMS / 硅基方向布局 | 中游自研、国产替代和客户压价 | 短期高端应变片仍可能是隐性瓶颈;中长期看硅基和自动化路线 |"
"FOHLSRC-FOHLBASE-025-0261-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","261","261","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L261","f0d6c048ba4ef0dd07da145108dcf3a8708e2f5733c79d10dd7b3d8bd44fc0c1","325","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 标定检测 / 测控系统 | 六维联合标定、解耦矩阵、CNAS / 计量能力、自动化节拍 | 坤维、东华、HBK、NI、计量机构及头部中游自建设备 | 中游企业自建标定系统后外部设备话语权下降 | 标定是被低估的话语权来源,直接决定产能、良率和客户验收 |"
"FOHLSRC-FOHLBASE-025-0263-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","263","263","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L263","1c2e7e2967d238ec329a9a3aae80660a01eedfb851fe575d10ea0f834ec1fe05","336","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-力传感器_详细介绍-07-RISK):风险、限制和投资相关表述不得外推为正式结论或投资建议。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-025-0265-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","265","265","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L265","f81c64b94917dddd21720086bc843245d985b12895d5331fcd1111a5ab128908","39","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 8. 企业核心竞争力横向对比"
"FOHLSRC-FOHLBASE-025-0267-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","267","267","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L267","5f12018ecd4d9d6d0f8f8a59070d6fcc83be56477a0113521020c8859dfa981d","160","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司 | 技术类型 | 核心材料 / 元件 | 标定测试 / 制造能力 | 客户关系 | 销售能力 | 财务兑现 | 核心竞争力判断 | 待验证 |"
"FOHLSRC-FOHLBASE-025-0269-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","269","269","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L269","74d1d81d5b8aec5ec824b8e5a29569600264a9d3e999bb4cea80cd807c88a23a","840","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 柯力传感 | 应变式六维力 / 力矩传感器,MEMS 微型多维力研发线索 | 传统力学传感器制造底盘明确;应变片 / 敏感元件自研自供比例未披露 | 2025 年购置并启用自动化测试与机加工设备;力争 2026 年下半年实现机器人传感器自动化产线生产 | 2025 年机器人力学传感器销量超 1500 只,送样客户超 70 家;2026 年月出货破千 | 直销为主,国内收入占主导,海外收入可见但机器人海外客户未拆 | 2025 收入 15.58 亿元;力学传感器及仪表收入 "
"FOHLSRC-FOHLBASE-025-0270-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","270","270","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L270","049d0dfb78be816a69e09bf06c2bd3011ece1a691183f98b788dd09c1f21c2fb","829","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 安培龙 | 金属应变式六维力 + 硅应变片 / MEMS / 玻璃微熔路线,覆盖力矩和拉压力 | MEMS 芯片项目目标从外采转向内部自供;当前六维力应变片 / 芯片自供比例未披露 | 压力传感器 2025 产能 2821.06 万个、产能利用率 86.91%;力传感器专用产线和 EMB 力传感器项目在建设 / 投入 | 机器人客户处于技术交流、送样、小批量销售;客户名称和定点未披露 | 车规客户和海外基地是制造背书,机器人销售网络仍待验证 | 2025 敏感元件及传感器"
"FOHLSRC-FOHLBASE-025-0271-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","271","271","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L271","4c7461b51ff7181611499686b5a5e9c16358afb93f81b09d9e23fd5a101c5419","766","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 东华测试 | 多维力 / 力矩传感器、测控系统、力矩自适应旋转关节模组 | 敏感元件自研 / 外采未披露,优势更偏小信号采集、算法、解耦和实时控制 | 具备结构力学测试、测控软件、CNAS 机器人多维力 / 力矩检测能力线索 | 传统客户覆盖航空航天、高校科研、重大装备;机器人客户未具名 | 更适合高端测试、研发验证、校准和小批量高毛利场景 | 2025 收入 5.31 亿元;结构力学性能测试分析系统收入 3.13 亿元;主营业务毛利率约 66.05%;机器人收入未拆 |"
"FOHLSRC-FOHLBASE-025-0272-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","272","272","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L272","bcf17568f061d4c37557f11ca29c24a79bff89546f3bd95c25d7be72481d2e1f","794","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中鼎股份 / 星汇传感 | 超轻薄六维力、抗轴向力扭矩、Mini 一维拉压力、六维联合标定测试仪 | 星汇为专业主体;中鼎持股 35%,权益法核算,收入利润需单独验证 | 星汇现代化工厂量产能力 20 万颗 / 年;可转债募投规划年产 15 万台传感器 | 力传感器获傅利叶等两家客户定点,并向多家头部本体客户送样 | 中鼎汽车客户和制造平台强,但星汇机器人销售独立兑现仍需验证 | 中鼎 2025 收入 198.00 亿元;机器人力传感器收入、星汇收入和利润未拆 | 从观察"
"FOHLSRC-FOHLBASE-025-0273-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","273","273","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L273","4064ce758bf7c0a66b85dc6ad49f3a9e4527ee4f54ce0c116a324fb7d5e1e328","556","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 凌云股份 | 拉压力、关节扭矩、六维力、MEMS 真空压力 | 汽车金属及塑料件平台外溢,六维力核心敏感元件和标定能力仍待验证 | 力传感器专业生产线建成;拉压力和扭矩力已有小批量订单线索 | 人形 / 工业 / 协作客户未披露 | 汽车客户和制造体系强,机器人销售阶段偏早 | 2025 收入约 198.36 亿元;机器人力传感器收入未拆 | 早期产业平台,六维力是否量产是核心变量 | 六维力订单、客户、标定设备、良率、收入确认 |"
"FOHLSRC-FOHLBASE-025-0274-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","274","274","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L274","ab9370cb58dca638822221bb33a1823657499050e059b5157d6a2d1665c41737","499","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 宇立仪器 | 六维、三维、一维、关节扭矩 | 金属应变式和产品矩阵成熟度较高,核心元件来源需补 | 产品化经验强,标定和批量能力需补财务证据 | 工业、汽车测试、机器人客户口径明确但供货量未披露 | 国内专精厂商,更接近机器人客户 | 非上市,收入和毛利未披露 | 国产成熟产品矩阵代表,适合作为国内专精中游标杆 | 客户名单、出货量、ASP、寿命、财务、产能利用率 |"
"FOHLSRC-FOHLBASE-025-0275-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","275","275","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L275","f27f6280ab87954e16bb86186254ee0b1eb1abb1ec9632de79b09d55278888b6","633","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 坤维科技 | 六维 / 多轴力传感器 + 数据采集 + 自动六轴联合标定系统 | 弹性体、解耦算法和标定系统能力突出;敏感元件来源需验证 | 研报摘录称准度 0.5%FS、直径 36-200mm、量程 30N-20kN;自动六轴联合标定检测系统 1.5 万台 / 年能力口径 | 近 300 家企业及院校解决方案口径,人形客户未披露 | 非上市专精厂商,销售线索偏产品和解决方案 | 收入和毛利未披露 | 强在标定、协作机器人和产品参数披露,是国产专精第一梯队 | 财务、人形"
"FOHLSRC-FOHLBASE-025-0276-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","276","276","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L276","d32e22cb6f47ff3383205e29be98cd0b50a9cc08beedfd740a962dfa5ce66469","448","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 蓝点触控 | 手腕 / 脚踝六维力,聚焦人形机器人 | 核心材料和应变片来源未披露 | 标定、良率和产能口径不足 | 媒体称覆盖智元、小米、宇树、优必选等,需交叉验证 | 人形客户聚焦度高,但公开销售数据弱 | 非上市,收入和毛利未披露 | 弹性来自人形主线,当前证据强度低于上市公司公告口径 | 客户侧确认、供货量、ASP、寿命、良率 |"
"FOHLSRC-FOHLBASE-025-0277-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","277","277","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L277","f49560655ae1e347098ee15b5300dc87d775e095753d4d0017678120d3a900f1","417","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 鑫精诚 | 一维、三维、六维力,偏 3C / 自动化基础 | 核心材料和高端性能参数需验证 | 有自动化生产口径,数量和良率未披露 | 3C、协作、人形、自动化客户线索 | 可能强在成本和响应速度 | 非上市,收入和毛利未披露 | 低价渗透有机会,但性能、寿命和高端客户需验证 | 客户、出货、低价口径、性能参数、售后 |"
"FOHLSRC-FOHLBASE-025-0278-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","278","278","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L278","4f3c0f0f7e18a11b4794bc9a247d2579a6ab55a2090215b8c8f461e4c72598c7","571","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 汉威科技 / 能斯达 | 柔性触觉、电子皮肤、IMU、MEMS 压力应变片,相邻力觉路线 | 柔性材料、MEMS、触觉阵列更明确;六维力边界需拆 | 能斯达产线饱和并扩建;电子皮肤小批量供货线索 | 近 30 家机器人整机及零部件厂商联系 / 合作 | 多维感知平台,触觉销售能力强于六维力证据 | 2025H1 营收约 11.77 亿元;六维力收入未拆 | 是触觉 / 多模态感知重要玩家,不能直接按六维力估算 | 触觉与六维力收入边界、客户、供货量、ASP、寿命 |"
"FOHLSRC-FOHLBASE-025-0279-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","279","279","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L279","3bdb1cd7c7eb25c532d42b4927a3c2231b3d2a51604bdfd7970e6bee69e63208","509","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 他山科技 / 超维传感 | 触觉芯片、多模态触觉、高性能指尖 / 掌面触觉 | 触觉传感器和芯片路线清楚,六维力不作为主线 | 产品方向清楚,量产一致性和产能未披露 | 灵巧手、电子皮肤、假肢和材料识别场景;客户未充分披露 | 非上市创业公司,渠道和交付需验证 | 收入和毛利未披露 | 触觉端潜在产品定义权,适合放在柔性触觉而非六维力主表 | 客户、出货、芯片 ASP、寿命、良率 |"
"FOHLSRC-FOHLBASE-025-0280-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","280","280","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L280","6135e7189cf6d8d51069485b76940a14dcf55bfa42827fa022f0efac296e3b73","532","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ATI / Robotiq / OnRobot | 高端六维力、末端力控模块、力控应用生态 | 海外成熟传感器、采集模块和控制器适配能力 | 长期工业和协作机器人客户验证;具体分产品参数需本地化补齐 | 高端工业、协作机器人和科研客户基础强 | 全球渠道和软件生态强 | 分部或公司收入可见但单项机器人力传感器收入需拆 | 海外性能、接口和应用生态标杆,国产替代应以其为对照 | 分型号 ASP、寿命、客户结构、国产差距 |"
"FOHLSRC-FOHLBASE-025-0282-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","282","282","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L282","6d5c2ad5ae1735b8c01765d6e78512ec9c10ae2d87f2f8ee883457ea3a739f6d","30","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 9. 客户和供应链证据"
"FOHLSRC-FOHLBASE-025-0284-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","284","284","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L284","8289aef170d205f3b1c0c2cd701bab954ed7503a259f8ef1bf2e9a2f54000478","114","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 供应商 | 客户/对象 | 供货产品 | 当前阶段 | 证据口径 | 供货量/金额 | 后续验证重点 |"
"FOHLSRC-FOHLBASE-025-0286-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","286","286","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L286","2767d1f42340d12b1e20c4397197d2175293c5d7578e0e908307ecd60be63967","312","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 柯力传感 | 国内人形、协作、工业机器人客户 | 机器人力学传感器、六维力/力矩 | 送样 + 部分批量订单 | 公司官网/年报/研报口径 | 2025 销量超 1500 只,2026 月出货破千,客户超 70 家 | 机器人收入、客户名称、单客户供货量、ASP、毛利 |"
"FOHLSRC-FOHLBASE-025-0287-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","287","287","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L287","ae1edcd2596e59591ea306074581979b641b66ab429c6f05669a5a395f369e67","287","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 安培龙 | 国内机器人及关节模组厂商 | 金属应变式六维力、MEMS/玻璃微熔路线产品 | 技术交流/送样/小规模销售线索 | 年报/公开资料/研报口径 | 未披露 | 50 万只/年产能口径和产线进度、良率、客户认证、六维力收入 |"
"FOHLSRC-FOHLBASE-025-0288-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","288","288","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L288","035a16589f653316597fa70aabfb6b9dee0cf8a824ad29620bedbf1ae11682fe","238","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 东华测试 | 航空航天、高校科研、机器人潜在客户 | 多维力/力矩、六分量力矩、测控系统 | 试制/产品线推出 | 年报/研报口径 | 未披露 | 标准化机器人产品订单、客户和批量出货 |"
"FOHLSRC-FOHLBASE-025-0289-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","289","289","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L289","78aee771a5b4247636e7700864f56bd5ed0d142bf014cd866bdf24137bbc0e27","240","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中鼎/星汇 | 傅利叶等人形/执行器客户 | 六维力、扭矩、一维力 | 定点 + 送样 | 研报/公司口径 | 合肥工厂产能 20 万颗/年,供货量未披露 | 定点转量产、星汇报表、客户确认、价格 |"
"FOHLSRC-FOHLBASE-025-0290-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","290","290","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L290","adb00c6d550413a6ea8d502e8db02c4f947ac8a7ba6eb9667f919e226056f735","251","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 凌云股份 | 人形/工业/协作机器人潜在客户 | 拉压力、扭矩、六维力 | 拉压力/扭矩小批量,六维力完成设计 | 研报/年报口径 | 小批量订单未披露金额 | 六维力订单、标定设备、良率、收入 |"
"FOHLSRC-FOHLBASE-025-0291-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","291","291","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L291","81b67395e78f7d8f166d3b2706d9b20936bc4b5bd56e78f819d303f8171c34a0","236","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 宇立/坤维/蓝点/鑫精诚 | 机器人、本体厂、自动化客户 | 六维力、多维力、数据采集 | 产品化/导入/小批量 | 官网/研报/媒体 | 未披露 | 财务、出货、人形客户占比和产能利用率 |"
"FOHLSRC-FOHLBASE-025-0292-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","292","292","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L292","0658cdaef64c23af7ca63696127707d3f2c429768501480639c0a70df8e53267","258","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 汉威/能斯达 | 机器人整机及零部件厂商 | 柔性触觉、电子皮肤、IMU,相邻力觉产品 | 小批量供货/合作 | 年报/研报口径 | 近 30 家联系/合作;六维力供货未披露 | 触觉与六维力边界、收入和客户 |"
"FOHLSRC-FOHLBASE-025-0297-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","297","297","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L297","67c933bff7cd212ae69131b9283f8393bf9cac1e51383ffc78db139baf0bab62","30","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","客户侧采购 / 定点公告"
"FOHLSRC-FOHLBASE-025-0304-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","304","304","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L304","843c584f4d949043af5b2a72d00d904dff75135bcec1099564a21612e93728af","180","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","目前最大缺口是客户侧证据和单品收入。多数公司可以证明“有产品或有布局”,但还不能证明“批量供货、稳定收入和可持续毛利”。"
"FOHLSRC-FOHLBASE-025-0306-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","306","306","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L306","6feb74a48c446ceab8033d37d0baef1fa28b34976bfaeaa212f230ad1204a8ec","19","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 10. 增量流向"
"FOHLSRC-FOHLBASE-025-0312-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","312","312","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L312","70d496d0ce9edbb379fabcc639acae5fec8af43080db627c97b301fec1063213","215","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人手腕/脚踝配置 | 六维力本体、数字力觉模块、标定系统 | 柯力、蓝点、坤维、宇立、安培龙、中鼎/星汇、凌云等 | 弹性高,但单机用量和 ASP 不稳定 |"
"FOHLSRC-FOHLBASE-025-0315-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","315","315","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L315","ce918a1fcf5339c2fb0f325f0134b183a84eaee6d030ecd6549f8e33abfa738c","182","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 从传感器到系统 | 数字采集、通信接口、软件补偿、力控应用包 | 东华、坤维、ATI、Bota、Robotiq、OnRobot 等 | 更容易保住利润和客户黏性 |"
"FOHLSRC-FOHLBASE-025-0317-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","317","317","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L317","6d92c1a6611e42c462e7dd2c7558559696d6e0293c646434366bd51cce89296a","19","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 11. 当前缺口"
"FOHLSRC-FOHLBASE-025-0321-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","321","321","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L321","b62c99feb3ff679b8ddcd4ea167e618902425ed4b0e6c88131a21b96bfa5a0dc","245","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司市场地位/话语权 | 部分能 | ATI 高端标杆;宇立、坤维、蓝点为国产专精主线;柯力、安培龙、东华、中鼎/星汇、凌云是上市重点验证 | 客户侧主供/独供、真实供货量、收入确认 |"
"FOHLSRC-FOHLBASE-025-0322-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","322","322","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L322","1a7d574b631079d3c7b5c4dafea2d0343ab57dc9bf6f7847a4e176c9617d51b2","237","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 技术路线 / 核心材料 | 部分能 | 金属箔应变式是短期主线;安培龙、汉威、敏芯等有 MEMS / 硅基路线;高端应变片仍看海外 | 应变片 / 芯片自研自供比例、供应商、国产替代进展 |"
"FOHLSRC-FOHLBASE-025-0324-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","324","324","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L324","6920ef3946a12ae228c39322aca53ce1d36b05e7290b7432fc38fe3dff14d1d6","248","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 标定测试能力 | 部分能 | 东华有 CNAS 多维力/力矩检测能力线索;坤维有自动六轴联合标定系统口径;柯力有自动化测试设备线索 | 标定节拍、设备数量、良率、校准报告、客户验收标准 |"
"FOHLSRC-FOHLBASE-025-0325-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","325","325","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L325","f3fd96121bb7db68d1f92e0412c548c1ecd57a9805ebf6f5cf695d3419e6ad7e","239","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 销售能力 | 部分能 | 柯力送样客户和月出货清楚;中鼎/星汇有定点;安培龙有小批量销售线索;非上市客户多未具名 | 客户名单、销售模式、复购率、国内 / 海外机器人客户占比 |"
"FOHLSRC-FOHLBASE-025-0326-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","326","326","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L326","4b38e722d13d4964b8ec001577f889d9932415ed7ff1b83430284a7d1c52d53f","165","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 市场份额 | 少量能 | MIR 口径 ATI 约 22.4%、宇立约 12.2%、蓝点约 4.8%、坤维约 4.7% | 原始报告、销售额/出货量口径、年份统一 |"
"FOHLSRC-FOHLBASE-025-0327-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","327","327","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L327","2827af43e359e998dd59d49492f8e7bccc51c1cf6c91795704a62fe62dad527c","253","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产量/销量 | 部分能 | 柯力 2025 年机器人力学传感器销量超 1500 只,2026 月出货破千;坤维标定检测系统产能口径;神源生年产 5000 套口径 | 分产品销量、六维力专用销量、产能利用率、交期 |"
"FOHLSRC-FOHLBASE-025-0328-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","328","328","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L328","e67731da9fd95d20afa3f13175e1d417995cc9875c8aed2db648d4175964e572","151","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 利润 | 部分能 | 柯力、安培龙、汉威、VPG、Novanta 有公司/分部毛利口径 | 六维力单品毛利、机器人力觉业务利润 |"
"FOHLSRC-FOHLBASE-025-0329-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","329","329","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L329","0cf5ab07b331c01b5ea224075812f589268404893f929b6907f9d6ca511774db","155","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 成本集中在哪 | 能框架回答 | 直接材料、弹性体加工、贴片、标定、软件接口和售后 | 公司级 BOM、良率、标定节拍 |"
"FOHLSRC-FOHLBASE-025-0330-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","330","330","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L330","279fde034a6c36c34912688b2cbe5ef07dbb47fbb902e32d8b3c789d2ddc69ff","249","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 相关产品占营收 | 少量能 | 柯力力学传感器及仪表约 39.8%;安培龙敏感元件及传感器制造收入 11.83 亿元;东华结构力学收入占 58.90% | 机器人六维力收入、力矩传感器收入、客户收入占比 |"
"FOHLSRC-FOHLBASE-025-0331-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","331","331","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L331","f45749589c9d636507688004eb3c1198e306c87ae726654c15325b57454c3509","195","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 国内/国际收入和供应链 | 部分能 | 柯力国内/国外收入口径可见;安培龙海外平台和泰国基地线索 | 机器人力传感器国内外收入、国际客户供货量 |"
"FOHLSRC-FOHLBASE-025-0332-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","332","332","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L332","98133c6205083567b926fa1f9bf974ca7c0d694d20b0c73099af211452c9cd51","188","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产品单价 | 少量能 | 内资常见约 1-2 万元/个,外资高端约为内资 3 倍以上;远期 1000-2000 元/个为测算 | 合同 ASP、型号价格、是否含采集模块 |"
"FOHLSRC-FOHLBASE-025-0333-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","333","333","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L333","434f09e425a9938fc3a049177e137d5742b14c95cc7943bf4f092505b98ce28c","161","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 寿命/更换周期 | 基本不能 | 可做路线级判断:应变式看蠕变、温漂、过载和封装 | 产品手册、质保、失效率、客户测试 |"
"FOHLSRC-FOHLBASE-025-0334-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","334","334","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L334","b663228011a3619bfbbc8ff8e31c29090ca76b8aa6e90849ea2892fadbc3fddc","160","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产能利用率/供货周期 | 基本不能 | 柯力月出货、安培龙/中鼎/神源生产能口径可见 | 利用率、交期、良率和订单覆盖率 |"
"FOHLSRC-FOHLBASE-025-0336-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","336","336","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L336","6f0538253139388ca500a5062a35481c64251fc2a359f2096c724d5e7c4c81b6","22","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 12. 产业链结论"
"FOHLSRC-FOHLBASE-025-0338-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","338","338","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L338","e818e7abad9477ce6770c37c90adfca9d219bd57e087e05cb65df397be8b20a6","129","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","力传感器产业链的研究重点应从“有没有六维力概念”转向“是否具备可交付的力觉系统能力”。"
"FOHLSRC-FOHLBASE-025-0340-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","340","340","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L340","fb2e1e15994970b8915722b2b8327823c3f5b9d7ce935dd0c21fb743786704a1","126","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","1. 短期主线是金属箔应变式六维力,核心在弹性体设计、贴片、封装、信号链和六维联合标定。"
"FOHLSRC-FOHLBASE-025-0341-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","341","341","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L341","8d3726ade81986d40c4e5e5b5cc83b2a48e5871331b3979a7f847f4c908e46f0","134","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","2. 中长期看硅基/MEMS、玻璃微熔、自动化贴片和自动化标定,它们决定规模化后的成本曲线和一致性。"
"FOHLSRC-FOHLBASE-025-0342-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","342","342","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L342","6f7c0104bb2d3baa32929bece487371f46e4c441497853e92c65a746c69f326f","217","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","3. 柯力是当前上市公司中出货线索最强的力觉平台;安培龙是工艺路线和敏感元件平台重点;东华偏测控系统和校准能力;中鼎/星汇、凌云已上升为重点验证对象。"
"FOHLSRC-FOHLBASE-025-0343-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","343","343","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L343","46084df1428880fb6f281eed0f65da2188c9d94228e9004c9ae80c462ca78294","141","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","4. 国内专精厂商更接近机器人客户,但财务和出货透明度不足;海外厂商仍是性能、接口和系统生态对标。"
"FOHLSRC-FOHLBASE-025-0344-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","344","344","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L344","77d5687bbbeafd8238316eecae7a5b7ac616e8fd99b41be942195a95033b1f0d","135","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","5. 后续最需要补的是六维力单品收入、客户名单、供货量、ASP、寿命、良率、产能利用率和供货周期。"
"FOHLSRC-FOHLBASE-026-0004-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","4","4","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L4","921b94ff7ba01c586b8e700aa531b6a0e4f067670bacf580729b9351f42f9d99","35","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> case_id: ANA-ROBOT-INDUSTRY-001"
"FOHLSRC-FOHLBASE-026-0005-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-026-0005-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-026-0006-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","6","6","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L6","51ddefb06b154109ad40b8a957ea1dc8d5f6ce2e5ab03823e2d66f370c5111b7","43","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> batch_id: BATCH-ANA-ROBOT-MIGRATION-001"
"FOHLSRC-FOHLBASE-026-0007-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-026-0007-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-026-0010-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","10","10","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L10","6b70fdf4319b34a38405a95b6e109c6b55a71a355b6c2d255ed66038aa349b03","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> frozen_date: 2026-07-03"
"FOHLSRC-FOHLBASE-026-0012-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","12","12","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L12","229e5b6f2d71cd5b4705f7f20be8540ea151a520c9cbe1234c970c6502cc9304","24","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0. 冻结复核结论"
"FOHLSRC-FOHLBASE-026-0015-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","15","15","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L15","cd79cd837d92015495dff874aaa02b5e4a015d3140260011f8331796c19e169b","173","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 当前冻结含义是“稳定文件名、稳定入口、稳定来源映射和正式返修基线”,不是审核通过、不是对外交付版,也不是投资建议。"
"FOHLSRC-FOHLBASE-026-0016-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L16","0aa52cb542375b1ce733a79e7ea3b57f8e038aa1b85ab2b210ae71f4551b4274","335","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 证据状态统一按 SUBINDUSTRY14_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-026-0016-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L16","0aa52cb542375b1ce733a79e7ea3b57f8e038aa1b85ab2b210ae71f4551b4274","335","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 证据状态统一按 SUBINDUSTRY14_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-026-0017-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","17","17","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L17","91a4ef370f9100b0b6bd534d7e3cfbb1c86d35994cf860bab33246e2b3e514c7","129","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 复核备注:已按 P0 细分环节首批迁入;正式结论前需补证据等级、硬字段来源和人读质量复核。"
"FOHLSRC-FOHLBASE-026-0019-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L19","2101f9421c0c28216ff7b7164ba69bb78cfa598f1062e3c0e961f6ae10ca9c33","57","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-026-0019-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L19","2101f9421c0c28216ff7b7164ba69bb78cfa598f1062e3c0e961f6ae10ca9c33","57","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-026-0021-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L21","012395b7dbe1497463706c71f3b3d2fa26c054fae7c3ae2d969aae153f1bbcf0","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 本节为 14 个子行业页输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、覆盖完整、对外交付或完成状态。"
"FOHLSRC-FOHLBASE-026-0021-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L21","012395b7dbe1497463706c71f3b3d2fa26c054fae7c3ae2d969aae153f1bbcf0","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 本节为 14 个子行业页输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、覆盖完整、对外交付或完成状态。"
"FOHLSRC-FOHLBASE-026-0023-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","23","23","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L23","9c00e401c231910ed3a087d948f675b1f60be8894af072a760894672ce3131bc","221","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 强字段统一降读:市场规模 / 出货量、ASP / 单机价值量、客户供应链、主供 / 独供、产能 / 产销、毛利 / 份额 / 利润池等,只能保留为待核验事实、研报测算或缺口。"
"FOHLSRC-FOHLBASE-026-0027-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","27","27","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L27","4e56cbb145541fac37589f6c8fca82b2dee1170ab478f7c3ebf99111766af9cc","247","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 细分环节定义 / 产品边界 | 范围 / 产品层待审线索 | 保留为既有研究承接线索,正式输出前需按研报体系确认定义、边界和排除项。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-026-0028-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","28","28","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L28","8db27a01e102c745588307d23f7c862575f72ee85bef4734d5d991f516bc27f9","232","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产业链位置 / 上中下游路径 | 范围 / 产品层待审线索 | 仅作为待审结构化归类,不等同完整产业链覆盖或正式图谱结论。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-026-0029-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","29","29","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L29","6281375fecc81a256a54d732fe1d8e4b247e7c67d5512fe288176dfaca9b94a3","235","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 技术路线 / 产品形态 | 范围 / 产品层待审线索 | 保留技术路线和产品形态描述,但参数、路线胜率和商业化阶段不得外推。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-026-0030-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","30","30","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L30","8bf26ea3cba76c2aacd0a839d55f06522c229cda4248f679685ce19f5b5810fd","223","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 相关公司 / 供给格局 | 范围 / 产品层待审线索 | 公司映射仅为迁移草稿口径,不代表正式公司池或覆盖完整判断。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-026-0031-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","31","31","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L31","3fffbd08348755ecaa04fe0fa336d27bf68efebf42d0265b9ce87addc9795b08","269","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 市场规模 / 出货量 / 渗透率 | 待核验 / 测算 / 缺口保留 | 市场规模、出货量、CAGR、渗透率等测算必须保留为待核验或研报测算,不得写成确定事实。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-026-0031-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","31","31","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L31","3fffbd08348755ecaa04fe0fa336d27bf68efebf42d0265b9ce87addc9795b08","269","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 市场规模 / 出货量 / 渗透率 | 待核验 / 测算 / 缺口保留 | 市场规模、出货量、CAGR、渗透率等测算必须保留为待核验或研报测算,不得写成确定事实。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-026-0032-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","32","32","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L32","64f80a1464adf1fb6e6e05725120d95de85fdc34837d1d326af9ad984f74fac2","255","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| ASP / 单机价值量 / BOM 价值 | 待核验 / 测算 / 缺口保留 | ASP、单机价值量、BOM 占比和价格带必须标注测算来源或缺口,未补证前不得升级。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-026-0032-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","32","32","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L32","64f80a1464adf1fb6e6e05725120d95de85fdc34837d1d326af9ad984f74fac2","255","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP / 单机价值量 / BOM 价值 | 待核验 / 测算 / 缺口保留 | ASP、单机价值量、BOM 占比和价格带必须标注测算来源或缺口,未补证前不得升级。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-026-0033-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L33","71413faf60199ea9ae2e99d2c792fabfd0291bfddc576ed8d815578c9b4f09ed","247","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 客户 / 主供 / 独供 / 供应链阵营 | 待核验 / 测算 / 缺口保留 | 客户、主供、独供、阵营归属和供应关系需公司侧或客户侧官方证据。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-026-0033-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L33","71413faf60199ea9ae2e99d2c792fabfd0291bfddc576ed8d815578c9b4f09ed","247","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户 / 主供 / 独供 / 供应链阵营 | 待核验 / 测算 / 缺口保留 | 客户、主供、独供、阵营归属和供应关系需公司侧或客户侧官方证据。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-026-0034-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L34","028d80d746d7ccf22c47ee5e92a742ded1e94aba35ed811f07eb2ce140647539","259","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产能 / 产销 / 交付 / 良率 | 待核验 / 测算 / 缺口保留 | 产能、产销、交付、良率、寿命和可靠性均保留待核验,不得由研报迁移稿直接确认。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-026-0034-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L34","028d80d746d7ccf22c47ee5e92a742ded1e94aba35ed811f07eb2ce140647539","259","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产能 / 产销 / 交付 / 良率 | 待核验 / 测算 / 缺口保留 | 产能、产销、交付、良率、寿命和可靠性均保留待核验,不得由研报迁移稿直接确认。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-026-0035-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L35","5d64da9a832693f9c64eba84a8f4b8ff8e11a200dc0f04617af088b1395e1ed6","262","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 毛利 / 份额 / 利润池 / 话语权 | 待核验 / 测算 / 缺口保留 | 毛利、份额、利润池和话语权判断只能作为待审分析,不构成正式结论或投资建议。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-026-0035-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L35","5d64da9a832693f9c64eba84a8f4b8ff8e11a200dc0f04617af088b1395e1ed6","262","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 毛利 / 份额 / 利润池 / 话语权 | 待核验 / 测算 / 缺口保留 | 毛利、份额、利润池和话语权判断只能作为待审分析,不构成正式结论或投资建议。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-026-0037-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","37","37","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L37","ae01a7faaf01b0ea525d4b9e250d3544ea8ffedc2d49f34927c0f66827a6cd27","129","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/subindustry14_field_downgrade_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-026-0039-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L39","ca11e704d49f4a2dd3073d92d19772b04fa8a551195f94b650f457dd1c6e7a2a","63","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-026-0039-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L39","ca11e704d49f4a2dd3073d92d19772b04fa8a551195f94b650f457dd1c6e7a2a","63","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-026-0043-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","43","43","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L43","90e462ecb148c59615fe2265334e1a379d1b892e751c1ee787014862875c9be0","197","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 核心结论 / 环节定位 | 将赛道结论、价值判断和商业化阶段降读为待审分析,不写成审核通过结论。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-026-0044-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","44","44","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L44","c30461c0700dc301eb90303898ca61e4492d5c7c51bc96a9e63b0c194b6db475","200","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产品边界 / 技术路线 | 产品和路线描述保留为待审结构,明确不能替代参数、可靠性或路线胜率证据。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-026-0045-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","45","45","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L45","692b78c0f1644130a50fd895f9aa614fb10e9e4b8b37fed5f01054da8aa3c417","196","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 市场规模 / 出货 / 渗透 / ASP 测算 | 市场空间、出货、渗透、ASP 和单机价值量均需标注测算或缺口。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-026-0045-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","45","45","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L45","692b78c0f1644130a50fd895f9aa614fb10e9e4b8b37fed5f01054da8aa3c417","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 市场规模 / 出货 / 渗透 / ASP 测算 | 市场空间、出货、渗透、ASP 和单机价值量均需标注测算或缺口。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-026-0046-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L46","4fae98732121536c72cb59d86ecad15783b3188975d333e7905574d6e5219536","209","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产业链拆解 / 价值量 / 利润池 | 价值量、利润池和毛利判断降读为研报测算或分析判断,不能写成确定事实。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-026-0046-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L46","4fae98732121536c72cb59d86ecad15783b3188975d333e7905574d6e5219536","209","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产业链拆解 / 价值量 / 利润池 | 价值量、利润池和毛利判断降读为研报测算或分析判断,不能写成确定事实。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-026-0047-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","47","47","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L47","ff8af3b63897d9e23cb1e24af2e7532c9ffb4d15e4aa83c5c640eedd4cf66b4e","179","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 公司格局 / 竞争份额 | 公司映射、竞争份额和卡位判断不代表正式公司池或覆盖完整。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-026-0048-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L48","6a1be6d5cedd135abc33fa473bf1788d3ac39533700992e20fb3710ac3b03552","197","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 客户供应链 / 产能交付 | 客户、主供、独供、产能、交付和良率保持待核验,需官方或客户侧补证。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-026-0048-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L48","6a1be6d5cedd135abc33fa473bf1788d3ac39533700992e20fb3710ac3b03552","197","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户供应链 / 产能交付 | 客户、主供、独供、产能、交付和良率保持待核验,需官方或客户侧补证。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-026-0049-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L49","65adc2cb7d697fa50f2d7df218078564fc9e042204bf9fddd519332d0f157325","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-026-0049-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L49","65adc2cb7d697fa50f2d7df218078564fc9e042204bf9fddd519332d0f157325","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-026-0051-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","51","51","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L51","fb061b6bcae56bc314070d18f434ab263b9397bfed2b1d2cf0ed9bae27ac6ad3","128","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/subindustry14_body_downgrade_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-026-0056-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","56","56","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L56","08de5cc74aa3a409d5cd928efa884d3e831933c5987deb52dff34ef33015a8cf","302","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 本文从原《灵巧手深度梳理结果》中拆出市场视角,只回答“市场有多大、价格在哪里、谁的市场地位更强、收入和利润如何兑现、增量来自哪里”。产业链位置、成本结构和供应链证据放在《灵巧手产业链深度梳理结果》中。"
"FOHLSRC-FOHLBASE-026-0058-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","58","58","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L58","2b465f99771beeb2aea564c6ebbc0d234de29c62ef56f4d31717f4d8aa2cc9a0","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 1. 资料口径"
"FOHLSRC-FOHLBASE-026-0064-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","64","64","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L64","6ae88d6c76e109f51c9bd94388d2a3f2f1d0de33d7300d7bba14505bb00f43fd","106","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- `../../../../raw/existing_research/归档/旧版梳理结果_20260528前/灵巧手深度梳理结果.md`"
"FOHLSRC-FOHLBASE-026-0065-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","65","65","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L65","13d2d4ce2d1a12e4dd3200114d3c6566dbff46fc7787bc367bd7032b5762bb6a","77","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- `industry_source_archive/data/report/new_batch_20260524/batch_summary.json`"
"FOHLSRC-FOHLBASE-026-0066-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","66","66","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L66","782dccce04ae4487ceac4e639483cbb039645f58c00daf32ff82e38a76f42919","77","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- `industry_source_archive/data/report/new_batch_20260527/batch_summary.json`"
"FOHLSRC-FOHLBASE-026-0068-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","68","68","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L68","954f4ae29af85b1fe89cbfaa8b431384ca74cf208a63a1c4164143f80b9bd120","161","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 灵心、因时、帕西尼、雷赛、兆威、他山、星汇、坤维等已经本地化的产品手册、采购公告、官网页、商城页和年报文本"
"FOHLSRC-FOHLBASE-026-0072-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","72","72","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L72","6847f2bee30de56940bf6a747bed77cf4ce3f6e544f5766a90a6c03b6c1e4d1d","105","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 市场空间、销量、CAGR、区域份额多为研报或第三方测算,不能视为确定事实。"
"FOHLSRC-FOHLBASE-026-0073-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","73","73","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L73","fbe15ae479bf0bf30d052de84c049ad09fe94e221f14ac4ad7931b6c9ef63922","126","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 私营公司出货量、客户份额、产能和融资估值若缺少交叉来源,统一按“线索/待验证”处理。"
"FOHLSRC-FOHLBASE-026-0074-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","74","74","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L74","39a4d440185816b179a1b7f8ba65a2d18839ef12593c207c2817236f5ffc6ff1","101","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 官方商城标价、采购公告成交价、媒体报道价格、批量采购价要分层使用。"
"FOHLSRC-FOHLBASE-026-0075-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","75","75","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L75","baaad32aa800c6f6d9b4284cc073f9d85aacfb15168daa6af2c161680d735c00","101","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 上市公司整体收入、利润和毛利率不能直接等同于灵巧手业务收入和利润。"
"FOHLSRC-FOHLBASE-026-0077-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","77","77","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L77","bedb8107d4c48c6c7eb3ffff3f4d35dae23cfc6ac12ec728800e85af3c26f5be","342","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-灵巧手_市场分析-01-CORE):核心结论、赛道空间、产业位置和商业化判断均需降读为待审分析。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-026-0079-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","79","79","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L79","e0bae0a06a89773e4be0efd46fc49c1f3b17dd8e2c4a3fd9341cd7c295850a31","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 2. 核心结论"
"FOHLSRC-FOHLBASE-026-0083-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","83","83","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L83","9cc6dabef37a6bc1a48527b5672779a0df08925749683933a79644e7a8753ef0","337","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","短期主战场大概率落在 1-5 万元/只和 5-10 万元/只两个价格带:前者验证放量和成本,后者验证触觉、可靠性和数据能力。1 万元以下产品有生态扩散价值,但更考验成本和售后;10 万元以上产品更适合科研、高端触觉和数据采集,不宜直接外推为主流 ASP。"
"FOHLSRC-FOHLBASE-026-0085-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","85","85","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L85","d1ce78f33827f1979ee63c78c860ab1e9e8bd5622620d06ed52c140466d2f4d2","333","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","竞争格局尚未固化。灵心、因时、帕西尼、强脑、灵巧智能等有产品和融资曝光,兆威、雷赛、鸣志、伟创、江苏雷利、鼎智、五洲、贝斯特等上市公司有更好的财务可验证性,但多数公司还无法披露“灵巧手单品收入、销量、毛利率和客户供货量”。"
"FOHLSRC-FOHLBASE-026-0087-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","87","87","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L87","cd6dae4a3726b966e191831b135c409d746e3e99d9b28c143553ff00383947f9","261","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","市场增量分两类:一类是整手出货量随人形机器人放量增长;另一类是触觉、微型电机、微型传动、丝杠和测试标定等上游模块随单手价值量提升而增长。后者可能比整手品牌更早形成可验证收入。"
"FOHLSRC-FOHLBASE-026-0089-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","89","89","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L89","3d0a6d043637779d2e238b04d838709697295b1a67c63d01eef5544ecf517300","339","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-灵巧手_市场分析-02-PRODUCT):产品边界、技术路线和环节拆分仅保留范围 / 产品层待审线索。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-026-0091-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","91","91","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L91","3d499425becf14ec97c9577c2585bea6775e516704d5e39a3121bd50e9f66732","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 3. 市场分层"
"FOHLSRC-FOHLBASE-026-0093-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","93","93","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L93","6cc74b98cbae4d3e413d6b2056241ca04db445ec46d6c02c965dc6ab1d8d6a25","73","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 分层 | 主要客户 | 购买逻辑 | 价格敏感度 | 当前判断 |"
"FOHLSRC-FOHLBASE-026-0095-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","95","95","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L95","58da6d6cb1bfa633f6c5242867e6f2390ac10d5d71699ea4fdd4c8f2dec76a81","231","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人整机厂 | Tesla、宇树、智元、优必选、小米、银河通用、傅利叶等 | 单机配置、批量供货、寿命、成本、接口适配 | 高 | 最大增量来源,但供应链自研和定制化强 |"
"FOHLSRC-FOHLBASE-026-0096-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","96","96","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L96","476e679936dd502154bd953ebcb17b97e0365582b0edd7dcc31642cfedbb8e44","169","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 科研教育 | 高校、实验室、具身智能团队 | 自由度、SDK、触觉、可编程性 | 中 | 早期需求明确,价格可承受度高于量产机器人 |"
"FOHLSRC-FOHLBASE-026-0099-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","99","99","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L99","96e10618ce6921bd1561bdd82942d37b411123b2a257461a8e0a2ed105be903a","158","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 遥操作/数据采集 | 机器人训练、远程操作、数据工厂 | 触觉、实时性、数据质量 | 中 | 长期潜力高,短期收入不透明 |"
"FOHLSRC-FOHLBASE-026-0101-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","101","101","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L101","e748f328b480fa05fb657d06b1075a2e8b2023f8e37c4c9882a687ef39a40418","345","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-灵巧手_市场分析-03-MARKET):市场规模、出货量、渗透率、ASP 和单机价值量均需标注测算或缺口。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-026-0103-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","103","103","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L103","b37e160448ef9bd30e745f26e6cbfe05b3ef4ee83faa0470b074314c54128122","33","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 4. 市场空间和测算口径"
"FOHLSRC-FOHLBASE-026-0105-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","105","105","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L105","94d2ee1677de9feb270c5534ff49325c576c9274f4def682cf7268151d829933","26","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 4.1 已见市场测算"
"FOHLSRC-FOHLBASE-026-0109-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","109","109","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L109","7601cfeddd8a2c2e81d3f5597f1b7e422c3f7efa370a20d97a4dd7363884ae94","176","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中国灵巧手销量 | 2025 年约 1.92 万台,2026 年约 7.02 万台,2030 年超过 43 万台 | 研报引用产业研究机构口径 | 用于观察国内放量节奏 |"
"FOHLSRC-FOHLBASE-026-0110-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","110","110","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L110","e8f147b14630ec30fb14daa7f99aa0a0303cda4bd9bd04ea5d2d335918379c05","166","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 全球多指机器人手收入 | 2024 年约 1.23 亿美元,2031 年约 58.49 亿美元,CAGR 65.9% | 研报引用第三方口径 | 用于观察高增长弹性 |"
"FOHLSRC-FOHLBASE-026-0111-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","111","111","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L111","19af446903a3a41e45f8bc8ac08e025030f46ada4b63378f7eea0023c52bfc77","166","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 全球机器人灵巧手规模 | 2025 年约 20 亿美元,2030 年约 30 亿美元 | 另一研报测算口径 | 与其他口径差异较大,作为差异口径 |"
"FOHLSRC-FOHLBASE-026-0112-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","112","112","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L112","c73a0d0506e9e523e7c3fab6d6c70f29ad1fd3c28e0d328bf1e14d0c3be90d8b","194","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人灵巧手空间 | 2025 年 13.62 亿元,2030 年 207.28 亿元,2035 年 1356.74 亿元 | 研报测算,假设单台双手、ASP 下行 | 用于观察人形机器人主线 |"
"FOHLSRC-FOHLBASE-026-0113-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","113","113","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L113","b83f24103e17f42eb5f75754bae61e455dd959907de4225aafed87c4bdb5b6d5","122","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 灵巧手价值占比 | 15%-20%、17%、17.98% | 不同研报口径 | 只能说明重要性,不能直接推导收入 |"
"FOHLSRC-FOHLBASE-026-0114-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","114","114","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L114","b8ff67366c741054bc86ddbb01f70e5bc51f4e7d32423aac4993a8b90f6eb115","129","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 区域份额 | 2024 年北美 32.56%、欧洲 25.25%、亚太 37.92% | 研报引用第三方口径 | 区域判断,待复核 |"
"FOHLSRC-FOHLBASE-026-0116-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","116","116","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L116","62b041d63524b70664a1a311b2a6779d9cdf97ec8268422c23dfb2c2acf10936","26","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 4.2 市场测算框架"
"FOHLSRC-FOHLBASE-026-0122-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","122","122","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L122","eb95692099997c08b272a4646ea17a9bb29ddbae28e34745b2f1c5ed70aefc72","20","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","#NAME?"
"FOHLSRC-FOHLBASE-026-0125-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","125","125","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L125","2ad89479b3dca37f02587efdbdc4cdd8817c6226b9e356ea171ba11f650e1e40","12","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","* 单只 ASP"
"FOHLSRC-FOHLBASE-026-0134-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","134","134","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L134","253c0eda562f0a1aafd23fd01383a523211ce5d111f387848ca2176fe67e36a1","70","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人出货量 | 最大不确定项 | 决定总量上限 |"
"FOHLSRC-FOHLBASE-026-0136-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","136","136","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L136","d6297f3147b89d3c5ef21121b73bc13ae9bb3a3c1c48dc61ba9b37e8cbf5c730","112","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 渗透率 | 演示和高端机型高,量产普及机型可能先降配 | 决定手部市场真实装配率 |"
"FOHLSRC-FOHLBASE-026-0137-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","137","137","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L137","d2a527acf30ebf432de3a44e3b94bc9597b85f41601fa110dd135f07b0af676c","74","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP | 下行趋势明确 | ASP 下降会扩大装机,但压缩收入 |"
"FOHLSRC-FOHLBASE-026-0141-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","141","141","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L141","925cc748098279b493fcffb0168b573d0e3f8d0d1e69debf729dfb3b5a57e7bd","26","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 4.3 单机用量口径"
"FOHLSRC-FOHLBASE-026-0148-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","148","148","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L148","ed855bbce62e9a62173b6619db8e1b568a3c131aeeda1c1dfeabdeb7696d22b5","83","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 整机厂自研整手时,外部整手厂收入可能低于市场空间测算。"
"FOHLSRC-FOHLBASE-026-0150-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","150","150","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L150","8c078519104ec893a16d57f9e3308f459d150f6ebec897cf3f06bad72f24cae0","328","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-灵巧手_市场分析-04-CHAIN):产业链价值量、利润池和话语权判断不能替代证据结论。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-026-0152-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","152","152","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L152","71e0954aa19e11c0db73cf7b401ba2941e4cd12da5d38b94f1222a5d9f5c9555","33","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 5. 价格、价值量和寿命"
"FOHLSRC-FOHLBASE-026-0154-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","154","154","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L154","d349fc8a4753ff76b0dfd63ee3a9d148882ffdd1ac44f6623cd673286fd8eb38","17","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 5.1 价格带"
"FOHLSRC-FOHLBASE-026-0158-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","158","158","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L158","b3145c095a55e40eb21449258d8bc2f887a8df0b168c41c7a63ae9d69e742208","251","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 1 万元以下/只 | 灵心 O6 标准版 6666 元、Lite 版补贴后 3999 元为媒体/访谈口径;DexHand021S 为千元级线索 | 教育、开发者、低成本普及型 | 有利于生态扩散,但毛利取决于规模制造和售后控制 |"
"FOHLSRC-FOHLBASE-026-0159-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","159","159","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L159","dce47402e267c9b40391bd5e0996fcc8758d297fb57dabd5ee913552b50b4efd","227","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 1-5 万元/只 | 因时 RH56 北航采购公告成交价 36000 元;灵心 T10/T20 19999/49999 元媒体口径;强脑 Revo2 2-3.5 万元线索 | 普及型人形、科研、部分工业 | 短中期最可能成为主战场 |"
"FOHLSRC-FOHLBASE-026-0160-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","160","160","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L160","0706027004c4a4f72b451e600e1bd7b1402fdb4a934edf9263ff409b37bdb637","230","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 5-10 万元/只 | 帕西尼 DexH13 官方商城左右手单价均为 98000 元;研报称当前主流价格约 5-10 万元/只 | 高自由度、触觉、科研、数据采集 | 技术和触觉能力更强,但放量需降本 |"
"FOHLSRC-FOHLBASE-026-0161-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","161","161","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L161","6b8f5372116f30969137ea62c50fdb0b5343cf2cdac6a1d29a11b84aa3becc0c","166","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 10-20 万元/只 | 灵巧智能 DexHand021 Pro 海外价 1.4-2.8 万美元 | 高端触觉、科研、数据采集 | 不宜作为主流 ASP,适合看高端验证 |"
"FOHLSRC-FOHLBASE-026-0162-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","162","162","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L162","a6a7e15d8b97ad5cf10a81403e322cff36b7301d708359ffbc9ba9993e28eb85","131","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 20 万元以上/只 | 公开资料未形成可比型号价格 | 特殊定制、高端研究 | 当前不作为主流市场假设 |"
"FOHLSRC-FOHLBASE-026-0166-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","166","166","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L166","93ca3338f188c54250d2856aa0d6dfd5a2b46c42682738162475d2e2a459a5fc","126","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 2024 年全球多指机器人手平均 ASP 约 7960 美元,约人民币 5.7 万元/只,为研报引用第三方口径。"
"FOHLSRC-FOHLBASE-026-0167-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","167","167","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L167","62f65203c56d22d3b854f5130fa638b98b088075bf89be7d9407a968d05f70f4","166","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 研究型机器人手价格从 2020 年约 1.65 万美元降至 2024 年约 1.25 万美元,万台级订单下 ASP 可能低于 1 万美元,仍需交叉验证。"
"FOHLSRC-FOHLBASE-026-0168-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","168","168","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L168","7f65bad7e8b54284ebb285a829341f014a818f6e9266afc0ade06b98a5d16014","236","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 南方科技大学 Unitree G1 EDU 旗舰版 C 型整机成交金额 289000 元,配置包含 2 个五指灵巧手和双自由度手腕。该样本只能观察整机端采购、质保和交付,不能外推为独立灵巧手价格。"
"FOHLSRC-FOHLBASE-026-0170-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","170","170","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L170","21a37ea8e39155c939db2528a433e320ec34cf4695c99b83912ccfc45b75fe48","29","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 5.2 寿命和更换周期"
"FOHLSRC-FOHLBASE-026-0174-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","174","174","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L174","0d7c861c98d9d1e0d86cbd3ad022aa02ed09dda7fdc29f241edc5d2a2704e517","98","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 因时 FTP/RH56DFTP | 百万次级口径,具体测试条件待复核 | 工程化能力线索 |"
"FOHLSRC-FOHLBASE-026-0175-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","175","175","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L175","886b0faf0051da4307e014450e65e1420c71f535a809103aaaa00626cd67cebd","86","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 帕西尼 DexH13 | 展会页披露工业寿命 >100 万次 | 高端触觉手线索 |"
"FOHLSRC-FOHLBASE-026-0176-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","176","176","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L176","5961206b34578a1f233930697f97e0babeec81d046c32130e88699112d1c9845","152","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 灵心 L20/LinkerMotor | L20 标准压阻传感器寿命 10 万次;LinkerMotor >50 万次为线索 | 必须区分触觉材料寿命和整手寿命 |"
"FOHLSRC-FOHLBASE-026-0177-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","177","177","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L177","4ca414d4b80b607db9a6ce4f12bdc02a61833a6c548d9083b05221916af6dc9f","93","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 灵巧智能 DexHand021 Pro/S | Pro 30 万次,S 20 万次 | 开发者和高端线对比 |"
"FOHLSRC-FOHLBASE-026-0178-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","178","178","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L178","a086b46f6035f8a41e3b6890af2cfb12fc2363d24f5bc053500662e05488398f","81","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 源升 Apex Hand | 操作寿命超过 30 万次 | 高负载触觉路线线索 |"
"FOHLSRC-FOHLBASE-026-0180-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","180","180","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L180","91fbc68f74a522e32ba3b64b9c00f4e57a4224669f7d9f3586b846b267ccf578","321","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","判断:灵巧手不是“单价越低越好”,而要看单位任务成本。一个 2 万元的手,如果寿命短、返修高、易损件贵,真实成本可能高于一个 5 万元但稳定运行的产品。后续市场测算必须把单价、寿命、质保、返修率和任务成功率放在同一张账里。"
"FOHLSRC-FOHLBASE-026-0182-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","182","182","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L182","fd7fab0ab2b1b479ea9db123959f3f26f85b4cfee4dd0ed1743916c2f6dc2156","339","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-灵巧手_市场分析-05-COMPANY):公司映射、竞争格局和份额判断不代表正式公司池或覆盖完整。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-026-0184-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","184","184","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L184","e83bfad994eb62adc453487c611683b16032b0eef3b7bbf2c10128d05872c079","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 6. 竞争格局"
"FOHLSRC-FOHLBASE-026-0186-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","186","186","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L186","37bf8f2e773902a3a930e50f75c4fba5d2cfb003415b4d6de752f2c2e62b1644","20","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 6.1 三类玩家"
"FOHLSRC-FOHLBASE-026-0190-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","190","190","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L190","1ac5c2343ce78de98860f6f624273dad7035bdd30449d451e95ee5082e9dcf7a","171","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 机器人整机厂 | Tesla、宇树、智元、优必选、小米、银河通用等 | 定义规格、掌握场景和采购权 | 自研导致外部整手厂空间受限 |"
"FOHLSRC-FOHLBASE-026-0191-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","191","191","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L191","fc53f1b6da2f5ee3894e847b8197c61a66c51fc17093d434aaf8b2cedb2556bd","205","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 独立灵巧手厂 | 灵心、因时、帕西尼、强脑、灵巧智能、大寰、傲意等 | 产品迭代、整手集成、客户覆盖、数据积累 | 价格下行、客户分散、量产可靠性 |"
"FOHLSRC-FOHLBASE-026-0192-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","192","192","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L192","3227717d908273ab26e5c9f14df021c32b93ce449132e6a14bd4aee900d9dd61","232","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 上游核心模块厂 | 兆威、雷赛、鸣志、伟创、江苏雷利、鼎智、五洲、贝斯特、他山、星汇、蓝点、坤维等 | 关键零部件规模交付、成本和良率 | 被整手厂或整机厂自研替代 |"
"FOHLSRC-FOHLBASE-026-0194-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","194","194","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L194","4ed12b1c465609fefe67267ef18b3284363250f161085f424d7e6dd99eb863d8","26","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 6.2 市场地位判断"
"FOHLSRC-FOHLBASE-026-0196-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","196","196","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L196","f9747171fed89931c25a578a6b7f86a31e423ce979acf1ed2f1af0569fbda419","138","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","当前没有足够证据说明哪家公司已经在“人形机器人量产灵巧手”中形成绝对主导。更稳妥的判断如下:"
"FOHLSRC-FOHLBASE-026-0200-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","200","200","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L200","75fcc41bf2546e39e3d5f46f31bc16f0580efff001681492baff0327944b0def","190","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 灵心巧手 | 高自由度整手和产品矩阵代表,低价 O 系列有扩散潜力 | 产品手册 + 媒体/研报 | 真实成交价、月产千只、2026 交付目标、客户复购 |"
"FOHLSRC-FOHLBASE-026-0201-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","201","201","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L201","e0f24ef26e12d4b08547a732f28db3339b942da3bad31d1d266e941d2dc2eedf","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 因时机器人 | 商业化和交付线索较强,微型伺服电缸增强工程化属性 | 产品手册 + 北航采购公告 + 研报 | 万台级出货、头部客户、宇树等供应关系 |"
"FOHLSRC-FOHLBASE-026-0203-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","203","203","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L203","747ec0d7620a89dc322ad6e98d5728b21012689786db6cca2df0e2962f883b72","131","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 强脑科技 | 仿生假肢和机器人手交叉玩家 | 研报/产品线索 | 医疗和机器人收入拆分、机器人客户 |"
"FOHLSRC-FOHLBASE-026-0204-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","204","204","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L204","fa4225e3b2bec914c8ffa239a2718ccb1fd01ca724c1e41bcf96f12d211e166e","131","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 灵巧智能 | 高端手、低成本手和数据采集工具组合 | 研报/产品线索 | 批量交付、真实价格和售后 |"
"FOHLSRC-FOHLBASE-026-0205-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","205","205","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L205","0a20d793de7ad68af58c59cbe93ec40fb97499328c5c5a5e4e50336bae435f37","119","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 大寰机器人 | 工业末端执行器渠道强 | 研报/产品线索 | 夹爪客户能否迁移为灵巧手客户 |"
"FOHLSRC-FOHLBASE-026-0206-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","206","206","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L206","158eff8aa1783870f83734bf0e66caecaa570b3942e048572b03c9c90c870b80","184","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 兆威机电 | 上市公司中灵巧手链条较清晰,微型传动和整手方案都有布局 | 财务 + 研报 + 招股书线索 | 整手销量、单品毛利、客户供货量 |"
"FOHLSRC-FOHLBASE-026-0207-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","207","207","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L207","9be998e912597ebe537348b22e5b18ad69a5f2a738986aead1b3f37d461d0881","157","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 雷赛智能 | 电机和运动控制供应链证据增强,灵巧手开始规模供货线索 | 年报强证据 | 灵巧手收入、ASP、客户供货量 |"
"FOHLSRC-FOHLBASE-026-0208-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","208","208","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L208","0279c37ee7000e54a1618b63a124a97225b17a4b5221750a6e4d1a6c893c3ffd","161","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 他山/星汇/蓝点/坤维/汉威 | 触觉/力觉上游关键玩家 | 官网/研报/上市公司线索 | 是否进入整手标配、价格、出货和毛利 |"
"FOHLSRC-FOHLBASE-026-0210-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","210","210","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L210","cf22cb13b6440ea96e6b97cdfff78a08cb03bb555307469cabda73fd829a15b2","344","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-灵巧手_市场分析-06-SUPPLY):客户、主供、独供、产能、交付、良率和寿命需官方或客户侧补证。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-026-0212-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","212","212","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L212","df2a741f732015c0002435d45b233ecf3273ec9d01fec497fd1d7375c6b1f856","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 7. 公司市场化对比"
"FOHLSRC-FOHLBASE-026-0214-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","214","214","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L214","fbf960e90540657b99c7710cf449867bdf09888ad74419b605a4dd0756704220","116","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司 | 产品位置 | 份额/出货/产能 | 收入/利润 | 价格/寿命 | 客户与供应链 | 当前判断 |"
"FOHLSRC-FOHLBASE-026-0216-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","216","216","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L216","e9fd696cdeb43a23ea01281f6782a2c32d346bc0bb9a9f55f367788f58404447","294","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 灵心巧手 | 整手厂 | 月订单或月产能千只级、2026 年 5-10 万台目标为媒体/研报口径 | 未披露 | O6 3999/6666 元、T10/T20 19999/49999 元为媒体口径;L20 压阻触觉寿命 10 万次 | 客户未公告级验证 | 产品矩阵宽,但交付和盈利需压实 |"
"FOHLSRC-FOHLBASE-026-0217-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","217","217","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L217","7d1dfecbb29e502393a2fb3ff8c701b6efb8414584655ee3b9eb82c2b0082b3c","275","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 因时机器人 | 整手 + 微型伺服电缸 | 2025 年出货 >1 万台、2026 年目标 3-5 万台为研报口径 | 未披露 | 北航 RH56 成交价 36000 元;DFTP 触觉配置清楚 | 头部供应链和宇树关系待客户侧验证 | 工程化和价格证据较强 |"
"FOHLSRC-FOHLBASE-026-0218-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","218","218","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L218","a2152ade33186aa9aba3a093b59bc8ebaef3aa8a3dfe4cb481eeb52ddbb89a04","210","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 帕西尼 | 触觉整手 | 未披露批量销量 | 未披露 | DexH13 官方商城 98000 元,工业寿命 >100 万次 | 工业、科研、数据采集线索 | 高端触觉定位强,需看复购和降本 |"
"FOHLSRC-FOHLBASE-026-0219-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","219","219","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L219","e08b87e4531601359ab4ac0080746ea222c69f3430dd7e7bea67a10e6cc7b3d1","229","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 强脑科技 | 仿生假肢 + 机器人手 | 未披露机器人手销量 | 未披露 | Revo2 2-3.5 万元线索;Revo3 高主动自由度 | 医疗用户和机器人客户需拆分 | 医疗经验强,机器人收入待验证 |"
"FOHLSRC-FOHLBASE-026-0220-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","220","220","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L220","cd53c647d4fa1ba1aca218ec3b2ea645878636c5db42058bbff091fa94851009","204","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 灵巧智能 | 整手 + 数据采集 | 未披露 | 未披露 | Pro 1.4-2.8 万美元;S 千元级,20-30 万次寿命线索 | 科研和机器人客户线索 | 产品组合有潜力,交付待验证 |"
"FOHLSRC-FOHLBASE-026-0221-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","221","221","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L221","a815a1c4415463411c05919832f62a996360454cf04461a30a21911a6b646bc2","232","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 大寰机器人 | 工业末端执行器/灵巧手 | 东莞制造中心年产能 10 万台线索 | 未披露 | 价格和寿命未披露 | 40+ 国家、50+ 行业、800+ 终端用户线索 | 工业渠道强,需验证手部转化 |"
"FOHLSRC-FOHLBASE-026-0223-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","223","223","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L223","5f4b2148ceeefb5cf20bf3f7618a7a03687b9e44ec926e01f83d77aedde56c1e","296","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 兆威机电 | 微传动 + 整手方案 | 与 12 家机器人公司合作线索 | 2025 收入 17.16 亿元、归母净利 2.54 亿元;具身机器人业务收入 2387 万元 | 灵巧手单品未拆 | 银河通用、星海图、途见等线索 | 财务可验证,机器人收入占比仍低 |"
"FOHLSRC-FOHLBASE-026-0224-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","224","224","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L224","ae46e8613610e658708750c6095828d1e5da5d4447547a6e5a420f2967b20a2c","343","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 雷赛智能 | 电机/运动控制/灵巧手 | 无框力矩电机交付超 12 万台;灵巧手获数十家客户订单并开始规模供货 | 2025 收入 18.74 亿元、归母净利 2.25 亿元、毛利率 39.00% | 灵巧手单品未拆 | 进入国内 80% 主流人形机器人厂商供应体系 | 上游兑现度高,需拆手部收入 |"
"FOHLSRC-FOHLBASE-026-0225-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","225","225","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L225","7c8de47ddf3100c71bdd3ccca7a68feb8c837ebda575bd99b4306b29ff587747","197","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 伟创电气 | 电机/驱动/执行器 | 客户导入和合资公司线索 | 2025 收入 19.46 亿元、归母净利约 2.6 亿元 | 灵巧手未拆 | 北美客户对接线索 | 仍处导入期 |"
"FOHLSRC-FOHLBASE-026-0226-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","226","226","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L226","d6388f7cf8f2259d524624c95dcc7ed7e0d94fd4cc93c53ee408633d1c0939db","264","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 鸣志电器 | 控制电机/空心杯 | 控制电机及驱动销量和收入可验证 | 2025 收入 27.62 亿元;控制电机及驱动收入 22.93 亿元 | 空心杯和手部未拆 | 工业、医疗、机器人客户 | 电机基础强,手部客户待验证 |"
"FOHLSRC-FOHLBASE-026-0227-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","227","227","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L227","a3701f6a10bf683f7a5c578f6c447ee9a617a51ba2e4e4890b0c42da44962b1d","239","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 江苏雷利 | 微电机/齿轮箱/丝杠 | 年电机出货超 2.5 亿台 | 2025 收入 41.80 亿元;机器人零部件收入 2466 万元 | 单品未拆 | 高校、研究机构、机器人本体厂商 | 收入已有体现但规模小 |"
"FOHLSRC-FOHLBASE-026-0228-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","228","228","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L228","d47ed67148fae3ebf113f0a515a506f045877ae32b588631face8bb5012aa3da","227","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 鼎智科技 | 微型电机/线性执行器 | 机器人项目由样件逐步转批量 | 2025 收入 2.68 亿元,毛利率 49.20%;线性执行器收入 1.43 亿元 | 单品未拆 | 客户未披露 | 基数小,弹性高 |"
"FOHLSRC-FOHLBASE-026-0229-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","229","229","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L229","fa3efc7e39b9876d327d6378cbfce6c90868d42d92c81317c3067bc69166bf09","226","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 五洲新春 | 丝杠/轴承 | 丝杠小批量订单、募投产能线索 | 2025H1 收入 18.94 亿元、归母净利 0.75 亿元 | 手部应用未拆 | 机器人客户送样线索 | 路线弹性取决于丝杠是否上手 |"
"FOHLSRC-FOHLBASE-026-0230-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","230","230","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L230","bfb2bcb4e6717d8726373cc85aba52b045b788622a52289008658bd069f59f11","184","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 贝斯特 | 滚动功能部件 | 机床/EMB/机器人客户开发 | 2025H1 收入 7.16 亿元、归母净利 1.48 亿元 | 手部应用未拆 | 客户开发线索 | 更偏中长期 |"
"FOHLSRC-FOHLBASE-026-0231-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","231","231","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L231","971bc88a5eb3f8e0573ed5646f80c64f3f90107f8d97d36f49448fb2e9922353","197","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 他山科技 | 触觉传感 | 200+ 合作伙伴、数万颗出货为线索 | 未披露 | 0.01N、3M 寿命测试线索 | 多家整手和机器人厂商合作线索 | 触觉标配率决定弹性 |"
"FOHLSRC-FOHLBASE-026-0232-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","232","232","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L232","2e06ae6758aba9422cf0b234bd65bf8f6129b74496afe579c41000a0ab8ee6b0","190","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 星汇传感 | 腱绳拉力/六维力 | 年产能 20 万+ 官网口径 | 未披露 | Mini 腱绳拉力参数为线索 | 傅利叶等客户定点为研报口径 | 需验证定点转量产 |"
"FOHLSRC-FOHLBASE-026-0233-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","233","233","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L233","8fc548d3d370d3ac1ddbf49d8173f230caf37d40619aa2adf9d053b5f0af5f91","272","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 汉威/能斯达 | 柔性触觉/电子皮肤/IMU | 小批量供货、产线饱和并扩建线索 | 2025H1 收入 11.77 亿元,Q1-Q3 收入 17.02 亿元 | 单品未拆 | 近 30 家机器人厂商合作线索 | 上市公司触觉线索清楚,但机器人收入未拆 |"
"FOHLSRC-FOHLBASE-026-0235-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","235","235","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L235","d629647c231ce85ceca5e21421dc7a67662b72a4a35dd95973b7e0659c495307","333","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-灵巧手_市场分析-07-RISK):风险、限制和投资相关表述不得外推为正式结论或投资建议。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-026-0237-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","237","237","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L237","016aa60fb71b4bd7f1da0d740150b10ea52aa962e32bb0f4b8a4f2b4d2dc78f2","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 8. 增量来源"
"FOHLSRC-FOHLBASE-026-0241-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","241","241","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L241","1c98d4e39896232efd970f4003bbd52583ae48ba7ee918df390546a92fbe81e4","145","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人整机量产 | 整手厂、微型电机、传动、触觉和力觉供应商 | 最大市场弹性,但节奏取决于整机厂 |"
"FOHLSRC-FOHLBASE-026-0243-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","243","243","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L243","de967a965700966acc35b42a35d35afbd1db2d76cf022c6ff96470b2eb2fb9ed","122","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP 下行带来的装机扩大 | 低成本整手、规模制造供应链 | 有利于出货,未必有利于利润率 |"
"FOHLSRC-FOHLBASE-026-0245-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","245","245","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L245","1a29552cd242c381dac9d7b4139bb449ecc69667f941746ccaf939d99eaa89fa","127","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 科研和数据采集 | 高端整手、遥操作、触觉手 | 早期收入可能更稳定,但天花板低于人形量产 |"
"FOHLSRC-FOHLBASE-026-0247-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","247","247","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L247","26b95b9f976fe88a4ed421eaa85959026df4d6c5d9b4f2b5c1bd38954312cb3f","100","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 医疗假肢外溢 | 强脑、傲意 | 技术和品牌可迁移,但客户和认证体系不同 |"
"FOHLSRC-FOHLBASE-026-0249-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","249","249","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L249","a3557de2231e3cb6e6e38169f110cbf078d794b393adf5bc178fa0a2a8a92ed5","24","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 9. 关键验证问题"
"FOHLSRC-FOHLBASE-026-0253-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","253","253","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L253","0d36e7a24f6091b55583522c4f286805536600a93534f1f96dc61a57a10e501e","116","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 谁有主导地位 | 能分层,但不能断言绝对龙头 | 客户侧公告、采购量、主供/独供关系 |"
"FOHLSRC-FOHLBASE-026-0254-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","254","254","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L254","29e7c242d18447ab62fa556da80f8691db8b4f0a347a4c76528af06e77d55b21","115","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 市场份额是多少 | 只有研报口径和局部份额线索 | 第三方统计、客户采购、公司公告 |"
"FOHLSRC-FOHLBASE-026-0255-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","255","255","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L255","8568c34b369dafdfb69c132c9f50432db2137a0c6e925619aaeda08041dbfd9a","125","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 出货量/销量 | 因时、灵心、雷赛等有线索,仍需验证 | 年报、招股书、采购公告、客户访谈 |"
"FOHLSRC-FOHLBASE-026-0256-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","256","256","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L256","95856ea994f5141faad70b8514326af3389e759a4e447124c72221b243581c4b","121","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 利润是多少 | 上市公司整体利润可查,灵巧手单品利润缺 | 年报分部、招股书、调研纪要 |"
"FOHLSRC-FOHLBASE-026-0257-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","257","257","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L257","43cb888279f328a2b3dd43c1a626f20ce730189b73be5e3d6f9ad513ac28fcb2","117","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 成本集中在哪里 | 已能定性拆分,缺 BOM 比例 | 产品手册、招股书、拆机和供应商报价 |"
"FOHLSRC-FOHLBASE-026-0258-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","258","258","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L258","9b5dd576aec29618148e179c2deaf61b285916f22c59a4a9273e6814048e41ac","121","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 相关产品占营收 | 兆威、雷赛、江苏雷利、鼎智等部分可回答 | 公司档案和年报字段抽取 |"
"FOHLSRC-FOHLBASE-026-0259-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","259","259","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L259","2d3c2846b9de136e859f45215254f9ed305e0d20641b83453bd295030dba253b","119","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 国内/国际收入占比 | 部分上市公司可答,私营整手厂缺 | 年报、招股书、海外渠道资料 |"
"FOHLSRC-FOHLBASE-026-0260-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","260","260","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L260","2ed4bed04b01c633d85abe58962e15853b0e6122c17f5f7fe43ae6d3a1dfacd6","121","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 是否进入龙头供应链 | 多为线索,部分年报已增强 | 客户侧公告、供应商大会、采购合同 |"
"FOHLSRC-FOHLBASE-026-0261-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","261","261","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L261","9c71b92c83b27dd4c331a15fa510486607e5ef4e357862c438967d093e8cb8ad","127","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 单价和寿命 | 有型号级线索,但批量价和测试条件缺 | 官网、采购公告、合同验收、售后条款 |"
"FOHLSRC-FOHLBASE-026-0262-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","262","262","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L262","4268e6b6a2c705b5ca4512d08ae5eb321e1ea2eefa9e3109fc92ac45b255b034","112","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产能利用率和供货周期 | 有产能线索,利用率缺 | 年报、募投进度、采购交付条款 |"
"FOHLSRC-FOHLBASE-026-0264-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","264","264","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L264","a380715daef97fb6a308cbff4ceb734f6474e9b1d419d7e434ed2f3dd981039a","13","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 10. 风险"
"FOHLSRC-FOHLBASE-026-0268-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","268","268","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L268","0415d918cf9b4519f97537c3fd0bfe7cb48c565a747217a6a98eda797fe8f9f6","85","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人量产不及预期 | 整手市场空间和上游需求都会后移 |"
"FOHLSRC-FOHLBASE-026-0269-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","269","269","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L269","901f117ffb286cb2d68a29818f76d691000f97f8621ef09456ac94102a5496ef","58","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 整机厂自研 | 外部整手厂收入空间被压缩 |"
"FOHLSRC-FOHLBASE-026-0270-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","270","270","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L270","98060bcb53ad0005c274c54a9b09bd6f135c9e08c276edd1412ee7fba9cfe6c8","50","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP 快速下行 | 出货增长但利润承压 |"
"FOHLSRC-FOHLBASE-026-0272-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","272","272","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L272","4a18134b2e2663f66602b52425a7f9f78acf71bf206bf16ef73c1f3c874e5734","64","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 寿命和返修问题 | 工业和人形客户复购受影响 |"
"FOHLSRC-FOHLBASE-026-0273-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","273","273","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L273","092b4356f117b5e46d05d04ecb8c8c081f6a89cfa4101a1b1079bd3f8b41b6d6","103","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 技术路线未收敛 | 腱绳、连杆、丝杠、齿轮、直驱切换会改变供应链受益者 |"
"FOHLSRC-FOHLBASE-026-0274-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","274","274","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L274","ac6ba1caa3b2c85b3223bbfea865350093f5961f125a13d0dcc84cb59aff4a40","106","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 数据口径混杂 | 研报、媒体、商城、采购公告和年报证据等级不同,容易误判 |"
"FOHLSRC-FOHLBASE-026-0276-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","276","276","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L276","c44a9cb2e71af809fb310b889ced1bd5b2e8bb0a29088e2e184b222f0f5c28ac","19","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 11. 市场结论"
"FOHLSRC-FOHLBASE-026-0280-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","280","280","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L280","9bb7ddcd7ba8f2b5486b1c222577574da282f659d1cd8253ad13eb7b37a294ea","44","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 真实批量订单和复购是否出现。"
"FOHLSRC-FOHLBASE-026-0281-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","281","281","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L281","8a7bae292d8bfba6ffc953d13f8193ee0e1a3733eeba82e265d29c109e2b7583","42","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- ASP 下行后毛利率是否能维持。"
"FOHLSRC-FOHLBASE-026-0282-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","282","282","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L282","cf5661087fbc31c98385f0449b69f8deddeb0ad1a0b3a5295be552f0115f0155","71","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 是否进入头部人形机器人或工业场景的稳定供应链。"
"FOHLSRC-FOHLBASE-026-0284-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","284","284","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L284","8034c3741d94ada6c03530d9ecf3c30c5911b00280b8fb9eef0dc5a08b1e217a","324","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","投资和产业分析上,整手厂看客户和交付,上游厂看单手用量和客户扩散,触觉厂看标配率和寿命,上市公司看相关业务收入占比和利润兑现。后续公司档案应围绕“收入、销量、单价、毛利、客户、产能、寿命、供货周期”逐家公司补硬字段。"
"FOHLSRC-FOHLBASE-027-0004-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","4","4","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L4","921b94ff7ba01c586b8e700aa531b6a0e4f067670bacf580729b9351f42f9d99","35","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> case_id: ANA-ROBOT-INDUSTRY-001"
"FOHLSRC-FOHLBASE-027-0005-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-027-0005-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-027-0006-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","6","6","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L6","51ddefb06b154109ad40b8a957ea1dc8d5f6ce2e5ab03823e2d66f370c5111b7","43","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> batch_id: BATCH-ANA-ROBOT-MIGRATION-001"
"FOHLSRC-FOHLBASE-027-0007-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-027-0007-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-027-0010-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","10","10","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L10","6b70fdf4319b34a38405a95b6e109c6b55a71a355b6c2d255ed66038aa349b03","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> frozen_date: 2026-07-03"
"FOHLSRC-FOHLBASE-027-0012-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","12","12","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L12","229e5b6f2d71cd5b4705f7f20be8540ea151a520c9cbe1234c970c6502cc9304","24","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0. 冻结复核结论"
"FOHLSRC-FOHLBASE-027-0015-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","15","15","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L15","cd79cd837d92015495dff874aaa02b5e4a015d3140260011f8331796c19e169b","173","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 当前冻结含义是“稳定文件名、稳定入口、稳定来源映射和正式返修基线”,不是审核通过、不是对外交付版,也不是投资建议。"
"FOHLSRC-FOHLBASE-027-0016-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L16","0aa52cb542375b1ce733a79e7ea3b57f8e038aa1b85ab2b210ae71f4551b4274","335","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 证据状态统一按 SUBINDUSTRY14_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-027-0016-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L16","0aa52cb542375b1ce733a79e7ea3b57f8e038aa1b85ab2b210ae71f4551b4274","335","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 证据状态统一按 SUBINDUSTRY14_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-027-0017-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","17","17","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L17","91a4ef370f9100b0b6bd534d7e3cfbb1c86d35994cf860bab33246e2b3e514c7","129","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 复核备注:已按 P0 细分环节首批迁入;正式结论前需补证据等级、硬字段来源和人读质量复核。"
"FOHLSRC-FOHLBASE-027-0019-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L19","2101f9421c0c28216ff7b7164ba69bb78cfa598f1062e3c0e961f6ae10ca9c33","57","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-027-0019-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L19","2101f9421c0c28216ff7b7164ba69bb78cfa598f1062e3c0e961f6ae10ca9c33","57","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-027-0021-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L21","012395b7dbe1497463706c71f3b3d2fa26c054fae7c3ae2d969aae153f1bbcf0","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 本节为 14 个子行业页输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、覆盖完整、对外交付或完成状态。"
"FOHLSRC-FOHLBASE-027-0021-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L21","012395b7dbe1497463706c71f3b3d2fa26c054fae7c3ae2d969aae153f1bbcf0","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 本节为 14 个子行业页输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、覆盖完整、对外交付或完成状态。"
"FOHLSRC-FOHLBASE-027-0023-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","23","23","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L23","9c00e401c231910ed3a087d948f675b1f60be8894af072a760894672ce3131bc","221","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 强字段统一降读:市场规模 / 出货量、ASP / 单机价值量、客户供应链、主供 / 独供、产能 / 产销、毛利 / 份额 / 利润池等,只能保留为待核验事实、研报测算或缺口。"
"FOHLSRC-FOHLBASE-027-0027-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","27","27","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L27","4e56cbb145541fac37589f6c8fca82b2dee1170ab478f7c3ebf99111766af9cc","247","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 细分环节定义 / 产品边界 | 范围 / 产品层待审线索 | 保留为既有研究承接线索,正式输出前需按研报体系确认定义、边界和排除项。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-027-0028-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","28","28","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L28","8db27a01e102c745588307d23f7c862575f72ee85bef4734d5d991f516bc27f9","232","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产业链位置 / 上中下游路径 | 范围 / 产品层待审线索 | 仅作为待审结构化归类,不等同完整产业链覆盖或正式图谱结论。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-027-0029-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","29","29","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L29","6281375fecc81a256a54d732fe1d8e4b247e7c67d5512fe288176dfaca9b94a3","235","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 技术路线 / 产品形态 | 范围 / 产品层待审线索 | 保留技术路线和产品形态描述,但参数、路线胜率和商业化阶段不得外推。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-027-0030-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","30","30","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L30","8bf26ea3cba76c2aacd0a839d55f06522c229cda4248f679685ce19f5b5810fd","223","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 相关公司 / 供给格局 | 范围 / 产品层待审线索 | 公司映射仅为迁移草稿口径,不代表正式公司池或覆盖完整判断。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-027-0031-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","31","31","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L31","3fffbd08348755ecaa04fe0fa336d27bf68efebf42d0265b9ce87addc9795b08","269","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 市场规模 / 出货量 / 渗透率 | 待核验 / 测算 / 缺口保留 | 市场规模、出货量、CAGR、渗透率等测算必须保留为待核验或研报测算,不得写成确定事实。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-027-0031-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","31","31","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L31","3fffbd08348755ecaa04fe0fa336d27bf68efebf42d0265b9ce87addc9795b08","269","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 市场规模 / 出货量 / 渗透率 | 待核验 / 测算 / 缺口保留 | 市场规模、出货量、CAGR、渗透率等测算必须保留为待核验或研报测算,不得写成确定事实。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-027-0032-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","32","32","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L32","64f80a1464adf1fb6e6e05725120d95de85fdc34837d1d326af9ad984f74fac2","255","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| ASP / 单机价值量 / BOM 价值 | 待核验 / 测算 / 缺口保留 | ASP、单机价值量、BOM 占比和价格带必须标注测算来源或缺口,未补证前不得升级。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-027-0032-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","32","32","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L32","64f80a1464adf1fb6e6e05725120d95de85fdc34837d1d326af9ad984f74fac2","255","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP / 单机价值量 / BOM 价值 | 待核验 / 测算 / 缺口保留 | ASP、单机价值量、BOM 占比和价格带必须标注测算来源或缺口,未补证前不得升级。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-027-0033-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L33","71413faf60199ea9ae2e99d2c792fabfd0291bfddc576ed8d815578c9b4f09ed","247","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 客户 / 主供 / 独供 / 供应链阵营 | 待核验 / 测算 / 缺口保留 | 客户、主供、独供、阵营归属和供应关系需公司侧或客户侧官方证据。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-027-0033-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L33","71413faf60199ea9ae2e99d2c792fabfd0291bfddc576ed8d815578c9b4f09ed","247","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户 / 主供 / 独供 / 供应链阵营 | 待核验 / 测算 / 缺口保留 | 客户、主供、独供、阵营归属和供应关系需公司侧或客户侧官方证据。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-027-0034-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L34","028d80d746d7ccf22c47ee5e92a742ded1e94aba35ed811f07eb2ce140647539","259","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产能 / 产销 / 交付 / 良率 | 待核验 / 测算 / 缺口保留 | 产能、产销、交付、良率、寿命和可靠性均保留待核验,不得由研报迁移稿直接确认。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-027-0034-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L34","028d80d746d7ccf22c47ee5e92a742ded1e94aba35ed811f07eb2ce140647539","259","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产能 / 产销 / 交付 / 良率 | 待核验 / 测算 / 缺口保留 | 产能、产销、交付、良率、寿命和可靠性均保留待核验,不得由研报迁移稿直接确认。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-027-0035-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L35","5d64da9a832693f9c64eba84a8f4b8ff8e11a200dc0f04617af088b1395e1ed6","262","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 毛利 / 份额 / 利润池 / 话语权 | 待核验 / 测算 / 缺口保留 | 毛利、份额、利润池和话语权判断只能作为待审分析,不构成正式结论或投资建议。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-027-0035-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L35","5d64da9a832693f9c64eba84a8f4b8ff8e11a200dc0f04617af088b1395e1ed6","262","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 毛利 / 份额 / 利润池 / 话语权 | 待核验 / 测算 / 缺口保留 | 毛利、份额、利润池和话语权判断只能作为待审分析,不构成正式结论或投资建议。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-027-0037-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","37","37","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L37","ae01a7faaf01b0ea525d4b9e250d3544ea8ffedc2d49f34927c0f66827a6cd27","129","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/subindustry14_field_downgrade_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-027-0039-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L39","ca11e704d49f4a2dd3073d92d19772b04fa8a551195f94b650f457dd1c6e7a2a","63","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-027-0039-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L39","ca11e704d49f4a2dd3073d92d19772b04fa8a551195f94b650f457dd1c6e7a2a","63","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-027-0043-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","43","43","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L43","90e462ecb148c59615fe2265334e1a379d1b892e751c1ee787014862875c9be0","197","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 核心结论 / 环节定位 | 将赛道结论、价值判断和商业化阶段降读为待审分析,不写成审核通过结论。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-027-0044-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","44","44","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L44","c30461c0700dc301eb90303898ca61e4492d5c7c51bc96a9e63b0c194b6db475","200","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产品边界 / 技术路线 | 产品和路线描述保留为待审结构,明确不能替代参数、可靠性或路线胜率证据。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-027-0045-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","45","45","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L45","692b78c0f1644130a50fd895f9aa614fb10e9e4b8b37fed5f01054da8aa3c417","196","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 市场规模 / 出货 / 渗透 / ASP 测算 | 市场空间、出货、渗透、ASP 和单机价值量均需标注测算或缺口。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-027-0045-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","45","45","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L45","692b78c0f1644130a50fd895f9aa614fb10e9e4b8b37fed5f01054da8aa3c417","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 市场规模 / 出货 / 渗透 / ASP 测算 | 市场空间、出货、渗透、ASP 和单机价值量均需标注测算或缺口。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-027-0046-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L46","4fae98732121536c72cb59d86ecad15783b3188975d333e7905574d6e5219536","209","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产业链拆解 / 价值量 / 利润池 | 价值量、利润池和毛利判断降读为研报测算或分析判断,不能写成确定事实。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-027-0046-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L46","4fae98732121536c72cb59d86ecad15783b3188975d333e7905574d6e5219536","209","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产业链拆解 / 价值量 / 利润池 | 价值量、利润池和毛利判断降读为研报测算或分析判断,不能写成确定事实。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-027-0047-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","47","47","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L47","ff8af3b63897d9e23cb1e24af2e7532c9ffb4d15e4aa83c5c640eedd4cf66b4e","179","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 公司格局 / 竞争份额 | 公司映射、竞争份额和卡位判断不代表正式公司池或覆盖完整。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-027-0048-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L48","6a1be6d5cedd135abc33fa473bf1788d3ac39533700992e20fb3710ac3b03552","197","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 客户供应链 / 产能交付 | 客户、主供、独供、产能、交付和良率保持待核验,需官方或客户侧补证。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-027-0048-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L48","6a1be6d5cedd135abc33fa473bf1788d3ac39533700992e20fb3710ac3b03552","197","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户供应链 / 产能交付 | 客户、主供、独供、产能、交付和良率保持待核验,需官方或客户侧补证。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-027-0049-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L49","65adc2cb7d697fa50f2d7df218078564fc9e042204bf9fddd519332d0f157325","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-027-0049-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L49","65adc2cb7d697fa50f2d7df218078564fc9e042204bf9fddd519332d0f157325","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-027-0051-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","51","51","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L51","fb061b6bcae56bc314070d18f434ab263b9397bfed2b1d2cf0ed9bae27ac6ad3","128","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/subindustry14_body_downgrade_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-027-0056-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","56","56","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L56","c1286c1e86b0871004cd0b51e2cbed76268a7fe516bb91cb68604b80d31dc0d0","323","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 本文从原《灵巧手深度梳理结果》中拆出产业链视角,只回答“灵巧手由哪些环节构成、成本和利润池在哪里、哪些公司卡住关键供给、哪些供应链证据已经可验证”。市场空间、价格带、份额和收入弹性放在《灵巧手市场深度梳理结果》中。"
"FOHLSRC-FOHLBASE-027-0058-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","58","58","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L58","2b465f99771beeb2aea564c6ebbc0d234de29c62ef56f4d31717f4d8aa2cc9a0","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 1. 资料口径"
"FOHLSRC-FOHLBASE-027-0064-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","64","64","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L64","f9bced22c2253e2ed8d2b22665eb72ac81efc29d6ac44f7dc9d286789d5e364b","165","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 原综合稿 | `../../../../raw/existing_research/归档/旧版梳理结果_20260528前/灵巧手深度梳理结果.md` | 拆分产业链、市场和公司字段 |"
"FOHLSRC-FOHLBASE-027-0065-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","65","65","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L65","170bb1165cf84cf74594705b8fe39d7b7680602207f0bb825e0363324a604600","235","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 研报批次 | `industry_source_archive/data/report/new_batch_20260524/batch_summary.json`、`industry_source_archive/data/report/new_batch_20260527/batch_summary.json` | 技术路线、价值量、玩家图谱、上市公司数据 |"
"FOHLSRC-FOHLBASE-027-0066-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","66","66","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L66","78d1c410a7272851c6197c89ae173496be4475d0a26be9f03503d1ea86f5f1f9","185","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公开资料索引 | `industry_source_archive/data/public/robotics/dexterous_hand/资料索引.md`、`sources_index.json` | 官网手册、采购公告、官方商城、年报镜像 |"
"FOHLSRC-FOHLBASE-027-0067-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","67","67","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L67","8e7d258dbe38bbd0215e989922e28184562983ab2ef5a91f06d3a414e4e62d3c","170","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 型号级资料 | 灵心 L20 手册、因时 RH56/RH56DFTP 手册、帕西尼 DexH13 商城和展会页 | 自由度、接口、触觉、寿命、价格和交付线索 |"
"FOHLSRC-FOHLBASE-027-0068-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","68","68","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L68","26e4d3f206b6a87c5c07ad2cd33ab19ed074c199ff038be04e31b3380da9cedf","136","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 上市公司资料 | 雷赛智能年报、兆威机电招股书文本、相关研报摘要 | 收入、利润、产能、客户阶段 |"
"FOHLSRC-FOHLBASE-027-0072-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","72","72","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L72","a4b15981f5a9d4af15cf927df180b5e6cf0a5b22adcacb9387ca7189ad13ab48","342","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-灵巧手_详细介绍-01-CORE):核心结论、赛道空间、产业位置和商业化判断均需降读为待审分析。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-027-0074-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","74","74","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L74","e0bae0a06a89773e4be0efd46fc49c1f3b17dd8e2c4a3fd9341cd7c295850a31","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 2. 核心结论"
"FOHLSRC-FOHLBASE-027-0078-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","78","78","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L78","3a25696f9b6624c46a68373c0612a048dff1cf3c629e6fe5663493130759c480","291","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","产业链利润池不一定留在“整手厂”。如果整机厂自研整手,独立整手厂可能被压成模块供应商或联合开发伙伴;如果触觉、微型电机、丝杠、微型传动和自动化测试成为瓶颈,上游供应商反而可能获得更稳的议价能力。"
"FOHLSRC-FOHLBASE-027-0080-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","80","80","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L80","c607b39278a0e75491403a25993918b1a59c8e0cad0a10defa4740bcfa4f0f9c","264","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","当前产业主线已经从“自由度参数展示”转向“可量产、可降本、可维护、可复购”。自由度、主动驱动数量、传动路线、触觉覆盖、寿命、重量、抓取力、价格和交付能力必须放在同一张表里比较。"
"FOHLSRC-FOHLBASE-027-0082-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","82","82","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L82","37c8d1c90bee687d164e3a0fd362802955131a91fc23f7227e36404ec5e10e89","220","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","短期最值得穿透的产业链环节是四类:微型电机和驱动、微型传动和丝杠、触觉/力觉传感、整手测试和标定。它们决定灵巧手能否从样机走向机器人本体厂批量采购。"
"FOHLSRC-FOHLBASE-027-0084-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","84","84","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L84","f3b424caf44faaa1ce2da92576ec4307770424a6569ce53bad9cb0c6ca515c15","339","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-灵巧手_详细介绍-02-PRODUCT):产品边界、技术路线和环节拆分仅保留范围 / 产品层待审线索。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-027-0086-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","86","86","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L86","f9926e6403a50122666b34310e84d8185dea19a4e89644cfe60b034b07ecd7a3","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 3. 产品边界"
"FOHLSRC-FOHLBASE-027-0091-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","91","91","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L91","663a5ba2cf8dcd0563a1eaece865774e0d2c6cfd2a8a1c24c2eb12f6e40aae3e","119","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 低成本/欠驱动灵巧手 | 是 | 对应量产降本和生态扩散,可能牺牲部分触觉和主动自由度 |"
"FOHLSRC-FOHLBASE-027-0093-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","93","93","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L93","86c72284bf1c1b433f9f77584f4d186b643afa03ed31ae94ccc6831c5f143138","122","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业夹爪/电动夹爪 | 相邻 | 已成熟,但不等同于灵巧手;可作为工业渠道和客户迁移基础 |"
"FOHLSRC-FOHLBASE-027-0094-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","94","94","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L94","181e9a438c6c95e3d91c3fee4cf20a750fc98db3b5bd1ad203c037fad0d4bcb6","106","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 仿生假肢手 | 相邻 | 与灵巧手技术相通,但认证、客户、售后和价格体系不同 |"
"FOHLSRC-FOHLBASE-027-0102-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","102","102","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L102","8c995df5cfd234d963b23882aab80bf336056911e19ee89d670ccf708e8d6605","110","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 有样机不等于进入量产。合作、送样、定点、小批量、批量、主供、独供要分开。"
"FOHLSRC-FOHLBASE-027-0105-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","105","105","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L105","45976a3180c5a67ba999ddbc1ddde84c46194792a0c3fc7673eaf38acab5c23b","345","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-灵巧手_详细介绍-03-MARKET):市场规模、出货量、渗透率、ASP 和单机价值量均需标注测算或缺口。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-027-0107-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","107","107","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L107","034428a3fd46ff8a7550776a29d5a48613897e660da533cab01b4910a089dba7","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 4. 技术路线"
"FOHLSRC-FOHLBASE-027-0109-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","109","109","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L109","8d0ffbe35c4d0c5a4bbec5aa5ea587821ce68048b39972c6e88153ce0fae6f52","20","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 4.1 总体路线"
"FOHLSRC-FOHLBASE-027-0113-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","113","113","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L113","b223cafa2d54b6212e8a91d9b8d2853cc1cd476a6e5edd47ff65dd72d739d03f","223","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 自由度和驱动策略 | 全驱动、欠驱动、混合驱动 | 全驱动精细,欠驱动便宜且轻 | 全驱动贵且复杂,欠驱动控制能力弱 | 高端提高主动自由度,量产更看混合和欠驱动 |"
"FOHLSRC-FOHLBASE-027-0114-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","114","114","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L114","762005a2d43e084e2abc8d4de44b43d70a0d4ed2e0fbcc87aa1ea066df61de04","231","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 驱动系统 | 微型电机、空心杯、无刷、直线执行器、液压/气动、人工肌肉 | 电驱成熟且易量产 | 微型化、散热、寿命和成本 | 电驱是当前主线,液压/气动偏研究或特殊场景 |"
"FOHLSRC-FOHLBASE-027-0119-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","119","119","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L119","ac1dc0e89ba99e7d11efe75bd46d84c48dc44045076e2372230f65a1038f838c","26","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 4.2 传动路线对比"
"FOHLSRC-FOHLBASE-027-0124-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","124","124","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L124","78c1c38f2f009823284c2641e95babfb2bd1eeae6c89aeea32cdf1d8b5697bfa","180","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 连杆 | 工程化友好,结构明确,适合降本和可靠性优先 | 因时、帕西尼、智元部分方案、兆威 LM06 | 机构回差、装配良率、负载和寿命 |"
"FOHLSRC-FOHLBASE-027-0127-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","127","127","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L127","1ddf1c1b9b7140bf7e9032c9c2695c8c8fd1f30fdbe7a61d6f77e36142cde101","179","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 直驱 | 响应快、结构少,但电机尺寸、散热和扭矩密度要求高 | 兆威 DM17、灵心 L30 direct、强脑 Revo3 | 体积、成本、发热、批量一致性 |"
"FOHLSRC-FOHLBASE-027-0128-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","128","128","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L128","1e40ec4d83099d7feeedee8f4fd905643a34f4c0f8908d16249bc5152e664fd9","147","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 混合传动 | 平衡空间、力量、成本和寿命 | Tesla、智元、灵心等多家采用混合思路 | 供应链复杂度和控制算法 |"
"FOHLSRC-FOHLBASE-027-0130-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","130","130","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L130","5182abaa3b45eb2bb52b4943191f4df14fd38bf34e6a50c0c09f8127b7c8b4da","29","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 4.3 触觉和力觉路线"
"FOHLSRC-FOHLBASE-027-0134-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","134","134","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L134","8da86a06dc7d3113d670f71b358094240196ded6b57d14aee941d66a68eb13c9","170","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 指端力/腱绳拉力 | 抓取力、腱绳张力和防滑控制 | 微型化、标定、封装、过载 | 星汇 Mini 腱绳拉力传感器、因时 RH56 力传感器 |"
"FOHLSRC-FOHLBASE-027-0135-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","135","135","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L135","dfb213ffde45725748886be9dfb940ad9b190adba35dc91adf80160de7d2001a","154","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 压阻式触觉 | 指尖、指腹、掌面触觉,成本潜力较好 | 一致性、迟滞、寿命 | 灵心 L20 标准压阻触觉、源升 Apex Hand |"
"FOHLSRC-FOHLBASE-027-0141-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","141","141","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L141","3c6d9b535a925377bd4d306d3606b44ed62c6acec02842642db919f7dc61c18c","328","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-灵巧手_详细介绍-04-CHAIN):产业链价值量、利润池和话语权判断不能替代证据结论。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-027-0143-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","143","143","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L143","143711c2b33937602800fa6790596b7c87eed69e759e171fb62b4a606a73aee0","21","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 5. 产业链拆解"
"FOHLSRC-FOHLBASE-027-0145-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","145","145","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L145","ca8cd5c7be0209f244be20f8777f830f426b3dcbc3ff519bb024359b3e638294","14","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 5.1 上游"
"FOHLSRC-FOHLBASE-027-0147-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","147","147","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L147","ebf0e549796d677306cf20d8b89079fa6ee9c03c17be128651368355e40b42cc","104","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 上游环节 | 功能 | 成本/利润影响 | 代表玩家或线索 | 已有证据 | 待验证字段 |"
"FOHLSRC-FOHLBASE-027-0149-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","149","149","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L149","13791ada8534e8f19c76aa62c2e0fa026d712ead1bc017c7d174dcf192077cad","438","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 微型电机/空心杯/无框电机 | 提供手指关节驱动力 | 主动自由度越多,单手电机数量越多,是核心成本项 | Maxon、Faulhaber、鸣志电器、雷赛智能、伟创电气、江苏雷利、鼎智科技 | 雷赛年报披露无框力矩电机交付超 12 万台;鸣志、江苏雷利、鼎智有电机和执行器财务口径 | 是否进入灵巧手批量供应、单手用量、单价、寿命、良率 |"
"FOHLSRC-FOHLBASE-027-0150-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","150","150","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L150","204ae13ffadf0af93ba0d3dc396f708e543222c73d0a3662033eb0e0b823232a","287","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 微型传动/齿轮箱 | 减速增扭,影响回差、噪声和寿命 | 精密加工和装配良率影响毛利 | 兆威机电、精密齿轮厂商 | 兆威具身机器人业务收入和微型传动收入可验证 | 整手供货量、微传动单价、客户绑定、产能利用率 |"
"FOHLSRC-FOHLBASE-027-0151-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","151","151","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L151","e7d370e242905eb5597d501772bde1e58287928fbedaef490304828b12e2f4d5","397","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 丝杠/微型直线执行器 | 将旋转转为直线驱动,提升刚性和力控 | 若手部采用丝杠路线,价值量提升 | 因时机器人、五洲新春、贝斯特、兆威、灵心 LinkerMotor 线索 | 因时产品和采购公告可验证部分整手价格;五洲、贝斯特有丝杠/滚动功能部件进展 | 手部路线是否采用、订单、寿命、润滑和更换周期 |"
"FOHLSRC-FOHLBASE-027-0153-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","153","153","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L153","ad220536b022738b1c11bfa04835fe1bad57094296143a4a0f08815dcec8a45c","281","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 指掌结构件/精密加工 | 骨架、关节、外壳和轻量化结构 | 影响重量、强度、装配良率和维修便利性 | 精密加工、注塑、轻量化材料厂商 | 因时采购公告出现灵巧手结构件线索 | 材料、加工成本、良率、维修方式 |"
"FOHLSRC-FOHLBASE-027-0154-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","154","154","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L154","4d3b4c5b1533cddecf1c0b9f16043d28c21f14f89acaf8aed77d4e870d998ebe","383","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 力传感/触觉传感 | 支撑抓取闭环和滑移识别 | 高端产品差异化来源,也是成本压力点 | 他山科技、超维传感、帕西尼、灵心、汉威/能斯达、星汇、蓝点、坤维 | 他山、星汇、坤维官网资料;帕西尼商城和展会页;灵心 L20、因时 RH56DFTP 手册 | 单价、寿命、坏点率、触觉标配率、客户阶段 |"
"FOHLSRC-FOHLBASE-027-0155-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","155","155","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L155","389cec8911d3762dc23ab11ac2c45648dba07cb36a83f65a5595b72bc22874e3","264","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 控制板/驱动器/编码器 | 电机控制、位置反馈和通信 | 决定实时性和系统集成 | 运动控制厂商、整手厂自研、雷赛等 | 雷赛运动控制和伺服收入可验证 | 控制板数量、协议、触觉数据带宽、是否自研 |"
"FOHLSRC-FOHLBASE-027-0161-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","161","161","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L161","ef556ba2175aa33d7418774ae42f459fd1331aba0cb539be5ddd173b57644321","131","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 上游利润不取决于“材料是不是核心”,而取决于批量一致性、客户认证、定制能力和规模交付。"
"FOHLSRC-FOHLBASE-027-0162-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","162","162","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L162","738825ca19361bf0c6f857fbc8b7cb9dc063db7dd23e05fb0466016808daf0e6","146","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 上游公司财务可验证性强于私营整手厂,但灵巧手相关收入普遍未拆,不能把公司总收入直接当作手部收入。"
"FOHLSRC-FOHLBASE-027-0164-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","164","164","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L164","3a736457b94cfe3fd5dc1aac0684b17d03e136055f721b0bf04015c3c7667c0f","14","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 5.2 中游"
"FOHLSRC-FOHLBASE-027-0168-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","168","168","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L168","e737a988fddd890d049493c10dcc453982f16808cd24a04ebf24ff485f3fa22a","280","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 高自由度整手厂 | 设计和生产完整五指灵巧手 | 灵心巧手、因时机器人、灵巧智能、帕西尼、强脑科技、大寰、傲意、源升、戴盟 | 整机集成、产品迭代、控制算法、客户导入 | 成本、寿命、可靠性、批量交付 |"
"FOHLSRC-FOHLBASE-027-0170-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","170","170","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L170","679e64c4e469fc0e5f94db79b1731881fa6cdf418489bdab68a033ebc2eb941a","208","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 微型执行器平台厂 | 做电机、丝杠、线性执行器、驱动模组 | 因时机器人、兆威机电、部分上市公司 | 既可供整手,也可卖执行器 | 是否进入大客户供应链 |"
"FOHLSRC-FOHLBASE-027-0171-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","171","171","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L171","d606a0a577a9b8e9453d8c1eab7b0a6467f4cb74e05e1479687eb5a5f137860f","190","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业末端执行器厂 | 从夹爪向灵巧手扩展 | 大寰机器人、部分协作机器人末端厂商 | 现有工业客户和渠道 | 灵巧手能力与传统夹爪能力差异大 |"
"FOHLSRC-FOHLBASE-027-0173-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","173","173","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L173","fa9cb7f06d4f92eb1a1119dd2af2680837796af193f688c220dff648a274c524","244","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 上市公司延伸 | 从微传动、电机、执行器、零部件切入整手 | 兆威机电、雷赛智能、伟创电气、江苏雷利、鼎智科技等 | 财务可验证、制造能力、客户资源 | 具体手部收入仍小或未拆 |"
"FOHLSRC-FOHLBASE-027-0177-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","177","177","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L177","9ec2bf64547a0a5653b30c66c5f5cedf4f5ccc95649eeceaa66790b67a1fdb27","116","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 整手厂现在有较强产品叙事,但真正壁垒要看量产交付、寿命、触觉闭环和客户复购。"
"FOHLSRC-FOHLBASE-027-0178-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","178","178","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L178","c40bf0aac4211c9fdbfe691ec66f03daec6b17b53b5a1d3662f3b741bfe90f1a","131","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 若整机厂自研整手,独立整手厂可能从“整手供应商”转为“模块供应商”或“联合开发伙伴”。"
"FOHLSRC-FOHLBASE-027-0179-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","179","179","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L179","b57a1de1e5dccdc16f768611cd0d7392ced794cc38359997972a19283e4cc437","107","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 上市公司更容易验证财务,但多是上游或延伸布局,灵巧手收入占比通常还低。"
"FOHLSRC-FOHLBASE-027-0181-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","181","181","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L181","68f61c34d1d13e7c6bae86f0d336bc5c44bb0cb3f281ac741cd6391dd7075175","14","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 5.3 下游"
"FOHLSRC-FOHLBASE-027-0185-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","185","185","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L185","052684a005406560826acbf80b200425a36958d28831813bb89e344eb75ff04e","238","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人 | 单台通常配置双手,用于抓取、操作和工具使用 | 样机、小批量、试点并存 | 整机量产、工厂场景落地、自由度提升 | 单机用量、客户定点、批量订单、寿命、售后 |"
"FOHLSRC-FOHLBASE-027-0186-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","186","186","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L186","8306d8eed04d1acdb6494acc56d46995bc3f24adf8f5e359f23b55587b54fbd4","161","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 科研教育 | 高自由度手用于算法、遥操作、数据采集 | 已有需求 | 具身智能研究热度 | 出货量、学校/实验室客户数、SDK |"
"FOHLSRC-FOHLBASE-027-0196-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","196","196","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L196","21503bd2366dccebff917f6c4f3b6c3212fcfd3b9efba5d754d68703502519ad","339","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-灵巧手_详细介绍-05-COMPANY):公司映射、竞争格局和份额判断不代表正式公司池或覆盖完整。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-027-0198-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","198","198","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L198","e7b94fe630559484739161c9ed5f27ae0bb4739d3ae91af9c0328f4512051e7b","45","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 6. 成本结构、盈利模式和利润池"
"FOHLSRC-FOHLBASE-027-0200-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","200","200","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L200","43c1ec3de7f0eee0e67a240674584e665a75cb766fa928e55c7bf826e84e95ea","20","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 6.1 成本结构"
"FOHLSRC-FOHLBASE-027-0202-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","202","202","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L202","c65534172331c7ab6735f80b4218edf68d0ef55973d6a86d7b3592a13c5e77b3","296","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","公开资料没有给出统一、可信的整手 BOM 占比,本文不编造比例。当前可用的判断是:灵巧手约占人形机器人整机成本 15%-20%,部分研报使用 17% 或 17.98% 价值占比口径。这些数字只能说明重要性,不能直接推导单家公司收入。"
"FOHLSRC-FOHLBASE-027-0204-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","204","204","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L204","afd8410ad02f5e027e7ebb430f98912a29b0c64bfbff343ab094a0254ec297df","76","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 成本项 | 对成本的影响 | 对利润的影响 | 后续验证字段 |"
"FOHLSRC-FOHLBASE-027-0206-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","206","206","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L206","389bf862e9bd6e8d511a0d534a5821b625fba646bc40c1e6d70b889f7d87c6ea","176","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 微型电机 | 主动自由度越多,电机数量越多 | 标准化后可降本,定制阶段毛利较好 | 单手电机数量、单价、寿命、良率、自研/外采 |"
"FOHLSRC-FOHLBASE-027-0207-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","207","207","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L207","b9761ae25b8580f539b9365da4b1fbef7b6579bef1a56ff36f43ab691ce352e4","163","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 传动机构 | 齿轮、丝杠、腱绳、连杆决定寿命和精度 | 精密加工和装配良率影响毛利 | 回差、磨损、更换周期、装配良率 |"
"FOHLSRC-FOHLBASE-027-0209-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","209","209","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L209","f18da025bc5bc9e1fd2b940ba5d6c5116a3353257a903db1e0be88d1cf1857ff","115","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 结构件 | 影响重量、强度和装配 | 量产后有降本空间 | 材料、加工方式、维修便利性 |"
"FOHLSRC-FOHLBASE-027-0211-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","211","211","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L211","76dca42adc630f147378361225a746d60fef2077da34f067796a94e75e24f98d","155","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 测试/标定 | 影响良率和寿命验证 | 早期摊销重,量产阶段决定交付稳定性 | 测试设备、测试节拍、寿命标准、良率 |"
"FOHLSRC-FOHLBASE-027-0214-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","214","214","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L214","eae6512b34cdfd7f47ca9da508e75d3764d7e31bdf77cd8a4b01fd7e2e4b763a","20","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 6.2 盈利模式"
"FOHLSRC-FOHLBASE-027-0218-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","218","218","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L218","b576e32dcd181bd8f29f21c60cbbc2e34b7102f8738d74ab94e1b484388e1005","82","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 盈利模式 | 典型玩家 | 利润来源 | 更适合的场景 | 主要风险 |"
"FOHLSRC-FOHLBASE-027-0220-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","220","220","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L220","fdf0909d8f3bc2bcd15b2c91758ed78e919a16e0ca1aa12a3b8c772c3b238110","278","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 完整整手销售 | 灵心、因时、帕西尼、强脑、灵巧智能、大寰、傲意 | 整手设计、结构集成、控制算法、品牌和客户导入 | 科研教育、人形样机、小批量试点、遥操作 | 整机厂自研、ASP 下行、售后维护成本高 |"
"FOHLSRC-FOHLBASE-027-0221-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","221","221","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L221","a828599cfde7fdc61feeb627e7c179b785f7d4c98e313c8167429ed8ecc9ca2a","313","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 联合开发 / ODM / 模块供货 | 独立整手厂、兆威、雷赛、拓普、银轮、立讯等潜在平台 | 按客户规格开发,绑定主力机型,承担测试和交付 | 头部本体厂定制整手、腕手一体、平台化机型 | 客户掌握规格定义权,供应商可能只拿制造利润 |"
"FOHLSRC-FOHLBASE-027-0222-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","222","222","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L222","2f0fd16d6c340707b719ea488983908182650cdd247b41ee81dfeb652212680f","285","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 微型驱动和传动模块 | 雷赛、鸣志、伟创、江苏雷利、鼎智、兆威、五洲、贝斯特 | 电机、齿轮箱、丝杠、微型执行器、良率和寿命 | 多家整手厂共用的标准 / 半定制模块 | 技术路线未收敛,单手用量和 ASP 变化大 |"
"FOHLSRC-FOHLBASE-027-0224-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","224","224","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L224","98bfa59e7f64cf3f7305a7c57995de6fc0de5f75436816e0289f8e16d785b0cf","248","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 控制、SDK 和数据服务 | 整手厂、本体厂、触觉手厂、数据采集平台 | 控制算法、SDK、遥操作数据、视觉触觉融合 | 机器人训练、科研教育、遥操作 | 短期收入难验证,容易被整机厂内化 |"
"FOHLSRC-FOHLBASE-027-0225-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","225","225","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L225","c22804d71d10f3590cde0f63d4dff9140bd55509eb13f871f11d0da83a88b8ed","265","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 售后 / 易损件 / 测试标定 | 头部整手厂、测试设备和易损件供应商 | 腱绳、触觉皮肤、关节件、寿命测试和维护 | 工业场景、长期部署、本体厂批量采购 | 公开披露少,质保和返修成本可能反噬毛利 |"
"FOHLSRC-FOHLBASE-027-0227-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","227","227","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L227","cd377f697d7182fb6c9c087a4c4de704dfd6d0d74d9565c14955bb4919c48d69","23","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 6.3 利润池判断"
"FOHLSRC-FOHLBASE-027-0229-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","229","229","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L229","92fd8532442b6bdfba10a3bc25d9d2f26068e669c75a97c354f0a26b61f2eb21","40","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 利润池 | 谁可能受益 | 判断 |"
"FOHLSRC-FOHLBASE-027-0231-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","231","231","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L231","1a97f1e36648d7a20e779a2f29b9679f8fae5d03bf89f574c31065a57326c219","171","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 整手集成 | 灵心、因时、帕西尼、强脑、灵巧智能、大寰、傲意等 | 早期品牌和产品迭代受益,但受整机厂自研和 ASP 下行压制 |"
"FOHLSRC-FOHLBASE-027-0232-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","232","232","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L232","cd842d2b2d37f1f364e061ab9fbec2ec1f34e4a29e9cd7186b58981b5de9f1d9","160","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 微型电机和驱动 | 雷赛、鸣志、伟创、江苏雷利、鼎智等 | 若进入多个客户供应链,收入确定性可能强于单一整手品牌 |"
"FOHLSRC-FOHLBASE-027-0236-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","236","236","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L236","5cc7b7f884ce376e0537e0cfcea752d78b6aa4f70cf2ef8be794d24412745164","106","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 测试标定和售后 | 头部整手厂自建为主 | 公开披露少,但决定良率和真实毛利 |"
"FOHLSRC-FOHLBASE-027-0238-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","238","238","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L238","8fef5c3cf003b351c6d2d0ee05dc86d7268a17b68b831776ec5dec4d5762e044","344","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-灵巧手_详细介绍-06-SUPPLY):客户、主供、独供、产能、交付、良率和寿命需官方或客户侧补证。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-027-0240-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","240","240","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L240","5398c16c08d287d8b3914a269aad09e8548228bad6d3cd454722e0b623366a3a","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 7. 环节话语权判断"
"FOHLSRC-FOHLBASE-027-0242-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","242","242","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L242","9794450dcfa42e022da0c172e566f607e868656d454d500987c7573bebd2e5c3","240","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","灵巧手环节的话语权不稳定,因为本体厂、整手厂和上游模块商都可能重新划分边界。当前不能只看“谁的手更像人手”,而要看谁掌握规格定义、客户量产、关键模块和售后闭环。"
"FOHLSRC-FOHLBASE-027-0246-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","246","246","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L246","ab8df26f4c55b20b24cfcc6f1b6b5a0bcf0b40c7f330b8dcc316af7770251e3f","339","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 完整整手 | 自由度、主动驱动数、传动路线、触觉配置、控制算法、交付和售后 | 灵心、因时、帕西尼、强脑、灵巧智能、大寰、傲意 | 进入头部本体厂批量机型,形成复购和维护闭环,真实成交价和毛利可验证 | 本体厂自研、整手 ASP 下行、售后返修高 |"
"FOHLSRC-FOHLBASE-027-0247-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","247","247","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L247","2f7fb5328fe5b4b601bd874c351fe1ecd15954a9241f3afce345bb77c590deab","303","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 微型驱动 | 空心杯、微型无框、微伺服、驱动器、寿命和温升 | 雷赛、鸣志、伟创、江苏雷利、鼎智、Maxon、Faulhaber | 多家整手厂共用,能披露单手用量、ASP、寿命和供货量 | 整手厂自研、电机路线变化、低成本有齿槽路线替代 |"
"FOHLSRC-FOHLBASE-027-0248-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","248","248","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L248","dab4083edd7ba706b3dc89b379c00cf935f6c43ff5650d17b2c49e372be28f0e","291","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 微型传动 / 丝杠 | 齿轮箱、丝杠、连杆、腱绳、回差、噪声和寿命 | 兆威、五洲、贝斯特、因时、灵心、精密传动厂商 | 主力手型采用并批量采购,寿命和维护周期通过验证 | 传动路线未收敛,腱绳/齿轮/丝杠互相替代 |"
"FOHLSRC-FOHLBASE-027-0249-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","249","249","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L249","240f0211968d1df8b08965b07a65d02c83f7cc409b119bd71cad7e2b58997257","299","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 触觉 / 力觉 | 触觉阵列、柔性封装、坏点率、标定、算法接口 | 帕西尼、他山、超维、汉威/能斯达、星汇、蓝点、坤维 | 触觉从选配走向标配,进入多家整手厂和本体厂供应链 | 成本高、寿命不确定、数据接口被整机厂控制 |"
"FOHLSRC-FOHLBASE-027-0250-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","250","250","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L250","8ffc0cd07e47c4634f8116e49cf0ce06bdbfa6d3cc96b4d1d912a061a0b4092c","262","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 控制和数据 | SDK、遥操作、视觉触觉融合、数据采集和任务成功率 | 整手厂、本体厂、数据采集平台 | 数据闭环成为客户采购理由,软件接口形成黏性 | 本体厂内化算法,硬件供应商只拿制造利润 |"
"FOHLSRC-FOHLBASE-027-0251-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","251","251","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L251","049b63ea76708dc847fbfd7cf69393c982d1316f41a452b5a5dccd19f4bf6611","253","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 测试标定和售后 | 寿命测试、抓取测试、触觉标定、易损件维护 | 头部整手厂自建、测试设备和易损件供应商 | 工业部署后维护收入和复购可验证 | 公开披露少,若返修率高会吞掉硬件毛利 |"
"FOHLSRC-FOHLBASE-027-0253-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","253","253","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L253","c5b4c972e4c88512cc4c5a054d66a7ddd4b61b57f873b9a13e36d6e6f78b7984","333","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-灵巧手_详细介绍-07-RISK):风险、限制和投资相关表述不得外推为正式结论或投资建议。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-027-0255-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","255","255","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L255","f81c64b94917dddd21720086bc843245d985b12895d5331fcd1111a5ab128908","39","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 8. 企业核心竞争力横向对比"
"FOHLSRC-FOHLBASE-027-0257-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","257","257","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L257","e4ba3e4080cbd86c79b9aeb6177b85e9486d16c524581b5056dac1f6cb67a9b6","189","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","这张表把整手厂、上游模块厂和传感器厂放在一起比较,核心是看技术水平、客户阶段、销售能力和财务兑现,而不是只比自由度或演示效果。"
"FOHLSRC-FOHLBASE-027-0259-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","259","259","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L259","57b7196dbb2688739eccba11f44773976b953e2270c11967a6ad0827bef9455e","139","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司 | 技术 / 产品类型 | 性能 / 产品证据 | 客户关系 | 销售能力 | 财务兑现 | 核心竞争力判断 | 待验证 |"
"FOHLSRC-FOHLBASE-027-0261-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","261","261","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L261","9568d1757fcd58af58b85277e9babbffbad67a4443f4431622be1346e4e009ce","425","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 灵心巧手 | 高自由度整手、压阻触觉、腱绳 / 混合传动 | L20 手册压实部分参数;O6 / T10 / T20 价格和月产千只级多为媒体 / 研报口径 | 客户名单和批量阶段仍需穿透 | 品牌曝光和产品矩阵较强 | 私营公司收入和毛利未披露 | 产品定义能力强,但量产交付和客户验证仍是关键 | 真实成交价、客户名单、交付量、毛利、售后 |"
"FOHLSRC-FOHLBASE-027-0262-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","262","262","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L262","4bb23918b3aa7e070da3b422746deedc502f834baba6fb8e892274ed5a39d8f0","402","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 因时机器人 | 整手 + 微型伺服电缸 / 微型执行器 | RH56 / RH56DFTP 手册、北航 RH56 采购公告 36000 元 | 头部本体厂供应关系仍需客户侧确认 | 工程化和交付线索较强 | 私营公司收入和利润未披露 | 微型执行器属性增强产业链位置,比单纯整手厂更接近模块供货 | 头部客户供货量、宇树等供应关系、收入利润 |"
"FOHLSRC-FOHLBASE-027-0263-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","263","263","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L263","1e45f05dc2283fc00a0c3a17849a3ac95509b06ce504d228b948546573b6836f","339","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 帕西尼 | 触觉整手、触觉传感、数据路线 | DexH13 商城 98000 元、展会页触觉和寿命参数 | 工业项目和复购仍待验证 | 高端触觉品牌识别度较高 | 私营公司收入和毛利未披露 | 触觉和数据路线突出,偏技术壁垒型 | 真实成交、复购、工业项目验收、降本路径 |"
"FOHLSRC-FOHLBASE-027-0264-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","264","264","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L264","418f379338d9cf9fd99a64d2fbe770e79ea4a8da967012a8f232800102a7f05b","342","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 强脑科技 | 仿生假肢 + 灵巧手、肌电 / 控制算法 | Revo 系列参数和认证线索 | 医疗用户基础更清楚,机器人客户待拆 | 医疗和辅助器具渠道有积累 | 机器人收入未拆 | 假肢产品化和控制算法有积累,但机器人收入不能外推 | 机器人客户、出货量、价格和收入 |"
"FOHLSRC-FOHLBASE-027-0265-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","265","265","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L265","d02ed86e4688bf1dfa71990a06f4b57a73f4d971fc2e934202d711dfa920a7a9","348","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 灵巧智能 | 高端整手、低成本整手、DexCap 数据采集 | DexHand021 Pro / S、DexCap 参数线索 | 客户和批量交付需验证 | 产品组合覆盖高端手和数据采集 | 私营公司收入未披露 | 产品组合完整,若数据采集形成复购,话语权会提升 | 批量交付、真实价格、售后和客户复购 |"
"FOHLSRC-FOHLBASE-027-0266-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","266","266","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L266","59c0258f00051917ae73893dd074181502293d0a441705272989c77605dc32e4","343","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 大寰机器人 | 工业末端执行器、灵巧手 | DH 系列、东莞制造中心年产能线索 | 工业客户和渠道基础强,灵巧手客户待验证 | 工业渠道是优势 | 灵巧手单品收入未披露 | 工业末端执行器向灵巧手迁移,客户转化是关键 | 灵巧手单品订单、价格、寿命、客户转化 |"
"FOHLSRC-FOHLBASE-027-0267-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","267","267","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L267","7e46e0a3d2d17d88968524808d0d1b6e69e15448ac04a94f8447d33e1b7bd9c0","327","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 傲意科技 | 仿生假肢 + 机器人手 | OHand、ROHand、FDA / CE 线索 | 医疗和机器人客户需拆分 | 医疗认证和假肢用户基础较好 | 医疗和机器人收入未拆 | 医疗产品化能力较强,但机器人赛道兑现需单独验证 | 医疗和机器人收入拆分、机器人客户和供货量 |"
"FOHLSRC-FOHLBASE-027-0268-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","268","268","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L268","7099b16254330a868a317748eafc5734cdd5460838f32902aa727b9e50e1ab9d","406","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 兆威机电 | 微型传动、微电机、整手方案 | 具身机器人业务收入和微型传动收入可验证 | 机器人客户供货量未披露 | 上市公司销售和制造体系可验证 | 2025 具身机器人业务收入 2387 万元;微型传动收入 10.31 亿元 | 上市公司中灵巧手链条较清晰,制造和财务可验证 | 灵巧手单品收入、销量、客户供货量、ASP |"
"FOHLSRC-FOHLBASE-027-0269-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","269","269","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L269","12e759d01f4f9f5ef83d10e576d00e7cd65b0179454a0689e41943c9b00164d0","430","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 雷赛智能 | 电机、运动控制、灵巧手 | 2025 无框力矩电机交付超 12 万台;灵巧手获数十家客户订单并开始规模供货 | 进入多家主流机器人客户供应体系 | 运动控制客户基础强 | 整体收入和利润可验证,灵巧手专用收入未拆 | 年报证据增强,是上游驱动和手部模块的重要兑现线索 | 灵巧手专用收入、ASP、供货量、产能利用率 |"
"FOHLSRC-FOHLBASE-027-0270-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","270","270","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L270","3a79875e51b9e2313f90299b19c11c92a1d3c94dac066fe90672d146bf7af0b0","515","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 伟创 / 鸣志 / 江苏雷利 / 鼎智 | 空心杯、微型电机、线性执行器、驱动和齿轮箱 | 电机、线性执行器和机器人零部件收入有部分口径 | 手部客户大多未披露 | 工控 / 微电机 / 精密运动控制渠道不同 | 鸣志电机驱动收入 22.93 亿元;江苏雷利机器人零部件 2466 万元;鼎智线性执行器 1.43 亿元 | 上游模块弹性高,但必须拆出手部客户和单品收入 | 空心杯手部客户、单价、供货量、寿命、毛利 |"
"FOHLSRC-FOHLBASE-027-0271-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","271","271","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L271","b3a29afce7f4db64338f0ed6ca8eb04fae7adfc2fa53da062d7a08eaeadba976","351","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 五洲 / 贝斯特 | 丝杠、滚动功能部件、精密制造 | 反向式行星滚柱丝杠、微型滚珠丝杠和 EMB 交样线索 | 手部应用确认不足 | 精密制造客户基础较强 | 丝杠手部收入未拆 | 若手部采用丝杠路线,弹性较大;当前仍偏中长期 | 手部应用确认、订单、产能利用率、寿命 |"
"FOHLSRC-FOHLBASE-027-0272-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","272","272","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L272","a56b9db1fb79f994260d0287235715b3ab84dd8aa24a1a98be35994886e5aefe","512","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 他山 / 星汇 / 蓝点 / 坤维 / 汉威能斯达 | 触觉、腱绳拉力、六维力、电子皮肤 | 他山官网验证 0.01N 等参数;星汇官网 20 万+ 年产能;汉威 / 能斯达有小批量供货线索 | 客户阶段、定点和出货需持续穿透 | 触觉和力传感器客户覆盖面不同 | 多数机器人触觉收入未拆 | 触觉和力觉是灵巧手差异化上游,但六维力、腕力和指尖触觉不能混写 | 出货、价格、客户阶段、触觉标配率、单品毛利 |"
"FOHLSRC-FOHLBASE-027-0274-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","274","274","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L274","6d5c2ad5ae1735b8c01765d6e78512ec9c10ae2d87f2f8ee883457ea3a739f6d","30","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 9. 客户和供应链证据"
"FOHLSRC-FOHLBASE-027-0278-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","278","278","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L278","bd12c753159fe87b45e6b5cfd194591a22170f1de8ae200b29ca7a76bdbfd24a","170","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产品手册 | 灵心 L20、因时 RH56/RH56DFTP | 型号参数、接口、触觉配置、部分寿命/力控口径 | 批量销量、客户、真实成交价、毛利 |"
"FOHLSRC-FOHLBASE-027-0279-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","279","279","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L279","27021053686a7b341c14806699597832a679f36c078cc4be8ee3ade60a9b3485","160","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 采购公告 | 北航 RH56、南科大 Unitree G1 EDU | 单笔成交价、交付条款、质保和配置 | 行业均价、长期客户关系、主供/独供 |"
"FOHLSRC-FOHLBASE-027-0280-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","280","280","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L280","05c873f0a6264fb6f0d479f6457f4a681b61587a18131af6bf6b814ba68c5650","132","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 官方商城 | 帕西尼 DexH13 98000 元 | 标价、配置、发货政策和产品定位 | 真实成交、复购和批量交付 |"
"FOHLSRC-FOHLBASE-027-0281-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","281","281","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L281","ff49ed16a36e6035e072d44819bd32d2d5c010f154382d5d24e2083d1e480a0b","158","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 上市公司年报 | 雷赛智能、兆威机电等 | 公司收入、利润、业务进展、部分产能/出货 | 灵巧手单品收入和客户供货量 |"
"FOHLSRC-FOHLBASE-027-0282-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","282","282","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L282","2483abdf30467cd4842d5f78ac519588c0152597503983ab865f32c6686f8818","136","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 官网产品页 | 他山、星汇、坤维等 | 产品谱系、技术参数和应用场景 | 份额、出货、毛利、客户阶段 |"
"FOHLSRC-FOHLBASE-027-0283-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","283","283","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L283","17e203911549c050baf44f6bc61c3f775492c8624b80aa60d97a613a75aba513","119","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 研报/媒体 | 灵心月产、因时万台、蓝点份额等 | 形成跟踪线索 | 不能直接作为确定事实 |"
"FOHLSRC-FOHLBASE-027-0285-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","285","285","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L285","a14f09f07b39ea726cb82a1ee0de0c4086fbeca3948cd986b83df0e43f261522","24","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","供应链分析原则:"
"FOHLSRC-FOHLBASE-027-0287-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","287","287","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L287","618358c2c47d9ab55444aefa2a498c98da318a2f2ab3880ffe5bc13bc0306a37","87","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- “合作/生态展示/送样/定点/小批量/批量/主供/独供”必须分层。"
"FOHLSRC-FOHLBASE-027-0288-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","288","288","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L288","24a609da5cf666e428bd6c56c97b94a1f8c6ff40d87707df1bb8efcc783b3faa","101","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 机器人公司股东、展会联名、技术合作、样机适配不能直接等同稳定供货。"
"FOHLSRC-FOHLBASE-027-0289-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","289","289","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L289","94c56068dbc876099f9bb97475b5ce88eb1502625cd0781d9ee3e75578893ba3","92","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 客户侧采购公告和上市公司年报的证据等级高于媒体报道和融资稿。"
"FOHLSRC-FOHLBASE-027-0292-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","292","292","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L292","6feb74a48c446ceab8033d37d0baef1fa28b34976bfaeaa212f230ad1204a8ec","19","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 10. 增量流向"
"FOHLSRC-FOHLBASE-027-0296-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","296","296","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L296","55ce5257351fcd830518b3d80185c251f7ec370ec0c45f52859087f3374136b0","155","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人从样机走向小批量 | 整手厂、微型电机、微型传动、力/触觉传感 | 短期最直接,但受整机量产节奏影响 |"
"FOHLSRC-FOHLBASE-027-0298-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","298","298","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L298","9e68693f0e5cd997512775f66e0ee9d3270d3ce18d0c2a0147772b31fc6066c2","132","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 低成本灵巧手扩散 | 低成本整手、微型电机、结构件、测试设备 | 有利于出货,但压缩 ASP 和毛利 |"
"FOHLSRC-FOHLBASE-027-0303-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","303","303","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L303","6d92c1a6611e42c462e7dd2c7558559696d6e0293c646434366bd51cce89296a","19","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 11. 当前缺口"
"FOHLSRC-FOHLBASE-027-0307-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","307","307","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L307","d8f62e5c19092715cc234d8b05adbf80a901554dbb72ec66dceca99a4b82e472","229","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 环节盈利模式 | 已能区分完整整手、联合开发 / ODM、微型驱动和传动、触觉力觉、控制数据、售后测试 | 各模式收入、毛利、客户复购、售后成本、易损件收入和合同口径 |"
"FOHLSRC-FOHLBASE-027-0308-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","308","308","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L308","ca74c6a59706cb60e6f5fbda801b3b88828b75dca303799864bbdb9b3d3ef74c","226","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 环节话语权 | 已能按整手、微驱动、微传动 / 丝杠、触觉力觉、控制数据、测试售后拆分 | 规格定义权、主供 / 独供、客户批量订单、返修率、维护周期和真实议价能力 |"
"FOHLSRC-FOHLBASE-027-0309-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","309","309","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L309","a54b301f84e5fee18d15dd04299fa6a5a20d3e224c681ade05fc53e2e88c15fa","193","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 企业核心竞争力 | 已把整手厂、上游模块厂和传感器厂放到同一矩阵 | 型号级性能、客户名单、真实成交价、出货量、收入、毛利、寿命和售后 |"
"FOHLSRC-FOHLBASE-027-0310-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","310","310","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L310","865f8a8b4a796fd25efc2089f79a6ba056afa2e4bba81d8070c9cb643c625695","96","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 单手 BOM 占比 | 缺统一可信比例 | 产品手册、访谈、招股书结构化抽取 |"
"FOHLSRC-FOHLBASE-027-0311-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","311","311","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L311","8e78eaf02d9d735271cb9b6bebbe2a2e08a99dd3a3d42a9948f9f42f344586a6","124","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 单品收入和毛利 | 私营公司未披露,上市公司多未拆 | 公司档案、年报、招股书、调研纪要 |"
"FOHLSRC-FOHLBASE-027-0312-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","312","312","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L312","0e3ce8c90dd9b49f5056e1a29668355e84a0a5fb9c9b6de4d10b4a932a82d33c","103","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 批量供货客户 | 多为研报或媒体口径 | 客户侧公告、采购公告、供应商大会 |"
"FOHLSRC-FOHLBASE-027-0313-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","313","313","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L313","7bcdd96e143cc1fc3476da21a7846f6d25cc4830943c1a0fb7cdb5b6950dc5c6","106","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产能利用率 | 有产能线索,缺利用率 | 年报、招股书、募投进度、订单覆盖率 |"
"FOHLSRC-FOHLBASE-027-0314-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","314","314","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L314","1b1168667fe5ffe1bc874fd471e43eac5614b9db52432aaa39e4680862584596","121","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 寿命和更换周期 | 有次数口径,缺测试条件 | 产品手册、采购验收、质保条款、返修数据 |"
"FOHLSRC-FOHLBASE-027-0315-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","315","315","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L315","3801980df1c9d2fddc0f68dca969b75e2e54302d2c4252c1325e8a3ce4c70dbf","118","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 触觉标配率 | 高端产品配置清楚,量产标配不清 | 主力机器人型号拆机、采购规格、BOM |"
"FOHLSRC-FOHLBASE-027-0316-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","316","316","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L316","a9272442594af11d07325f3306fc3902117dcbdb51afbb45fd5b55d0290eeebb","98","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 供货周期 | 少量采购公告有 15-30 天线索 | 招投标、合同条款、客户交流 |"
"FOHLSRC-FOHLBASE-027-0318-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","318","318","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L318","6f0538253139388ca500a5062a35481c64251fc2a359f2096c724d5e7c4c81b6","22","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 12. 产业链结论"
"FOHLSRC-FOHLBASE-027-0320-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","320","320","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L320","19633d2169985ebb0886f0664dad3dbfe0f719ac49d83de66b9151479de9628b","162","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","灵巧手产业链的核心不是“谁发布了更炫的手”,而是谁能在真实量产中同时解决成本、寿命、触觉、控制、良率和售后。"
"FOHLSRC-FOHLBASE-027-0322-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","322","322","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L322","c2c65b23f3f38010eb7bfa82d4b10704bb34732158d9ee38493939ff704dcead","308","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","短期跟踪整手厂的客户和订单,中期穿透微型电机、传动、丝杠、触觉和测试标定,长期看整机厂定义权、触觉数据闭环和控制算法。若行业 ASP 快速下行,利润未必留在整手品牌,反而可能向关键零部件、测试能力和数据平台转移。"
"FOHLSRC-FOHLBASE-028-0004-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","4","4","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L4","921b94ff7ba01c586b8e700aa531b6a0e4f067670bacf580729b9351f42f9d99","35","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> case_id: ANA-ROBOT-INDUSTRY-001"
"FOHLSRC-FOHLBASE-028-0005-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-028-0005-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-028-0006-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","6","6","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L6","51ddefb06b154109ad40b8a957ea1dc8d5f6ce2e5ab03823e2d66f370c5111b7","43","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> batch_id: BATCH-ANA-ROBOT-MIGRATION-001"
"FOHLSRC-FOHLBASE-028-0007-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-028-0007-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-028-0010-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","10","10","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L10","6b70fdf4319b34a38405a95b6e109c6b55a71a355b6c2d255ed66038aa349b03","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> frozen_date: 2026-07-03"
"FOHLSRC-FOHLBASE-028-0012-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","12","12","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L12","229e5b6f2d71cd5b4705f7f20be8540ea151a520c9cbe1234c970c6502cc9304","24","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0. 冻结复核结论"
"FOHLSRC-FOHLBASE-028-0015-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","15","15","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L15","cd79cd837d92015495dff874aaa02b5e4a015d3140260011f8331796c19e169b","173","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 当前冻结含义是“稳定文件名、稳定入口、稳定来源映射和正式返修基线”,不是审核通过、不是对外交付版,也不是投资建议。"
"FOHLSRC-FOHLBASE-028-0016-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L16","0aa52cb542375b1ce733a79e7ea3b57f8e038aa1b85ab2b210ae71f4551b4274","335","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 证据状态统一按 SUBINDUSTRY14_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-028-0016-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L16","0aa52cb542375b1ce733a79e7ea3b57f8e038aa1b85ab2b210ae71f4551b4274","335","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 证据状态统一按 SUBINDUSTRY14_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-028-0017-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","17","17","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L17","91a4ef370f9100b0b6bd534d7e3cfbb1c86d35994cf860bab33246e2b3e514c7","129","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 复核备注:已按 P0 细分环节首批迁入;正式结论前需补证据等级、硬字段来源和人读质量复核。"
"FOHLSRC-FOHLBASE-028-0019-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L19","2101f9421c0c28216ff7b7164ba69bb78cfa598f1062e3c0e961f6ae10ca9c33","57","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-028-0019-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L19","2101f9421c0c28216ff7b7164ba69bb78cfa598f1062e3c0e961f6ae10ca9c33","57","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-028-0021-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L21","012395b7dbe1497463706c71f3b3d2fa26c054fae7c3ae2d969aae153f1bbcf0","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 本节为 14 个子行业页输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、覆盖完整、对外交付或完成状态。"
"FOHLSRC-FOHLBASE-028-0021-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L21","012395b7dbe1497463706c71f3b3d2fa26c054fae7c3ae2d969aae153f1bbcf0","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 本节为 14 个子行业页输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、覆盖完整、对外交付或完成状态。"
"FOHLSRC-FOHLBASE-028-0023-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","23","23","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L23","9c00e401c231910ed3a087d948f675b1f60be8894af072a760894672ce3131bc","221","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 强字段统一降读:市场规模 / 出货量、ASP / 单机价值量、客户供应链、主供 / 独供、产能 / 产销、毛利 / 份额 / 利润池等,只能保留为待核验事实、研报测算或缺口。"
"FOHLSRC-FOHLBASE-028-0027-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","27","27","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L27","4e56cbb145541fac37589f6c8fca82b2dee1170ab478f7c3ebf99111766af9cc","247","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 细分环节定义 / 产品边界 | 范围 / 产品层待审线索 | 保留为既有研究承接线索,正式输出前需按研报体系确认定义、边界和排除项。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-028-0028-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","28","28","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L28","8db27a01e102c745588307d23f7c862575f72ee85bef4734d5d991f516bc27f9","232","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产业链位置 / 上中下游路径 | 范围 / 产品层待审线索 | 仅作为待审结构化归类,不等同完整产业链覆盖或正式图谱结论。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-028-0029-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","29","29","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L29","6281375fecc81a256a54d732fe1d8e4b247e7c67d5512fe288176dfaca9b94a3","235","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 技术路线 / 产品形态 | 范围 / 产品层待审线索 | 保留技术路线和产品形态描述,但参数、路线胜率和商业化阶段不得外推。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-028-0030-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","30","30","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L30","8bf26ea3cba76c2aacd0a839d55f06522c229cda4248f679685ce19f5b5810fd","223","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 相关公司 / 供给格局 | 范围 / 产品层待审线索 | 公司映射仅为迁移草稿口径,不代表正式公司池或覆盖完整判断。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-028-0031-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","31","31","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L31","3fffbd08348755ecaa04fe0fa336d27bf68efebf42d0265b9ce87addc9795b08","269","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 市场规模 / 出货量 / 渗透率 | 待核验 / 测算 / 缺口保留 | 市场规模、出货量、CAGR、渗透率等测算必须保留为待核验或研报测算,不得写成确定事实。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-028-0031-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","31","31","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L31","3fffbd08348755ecaa04fe0fa336d27bf68efebf42d0265b9ce87addc9795b08","269","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 市场规模 / 出货量 / 渗透率 | 待核验 / 测算 / 缺口保留 | 市场规模、出货量、CAGR、渗透率等测算必须保留为待核验或研报测算,不得写成确定事实。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-028-0032-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","32","32","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L32","64f80a1464adf1fb6e6e05725120d95de85fdc34837d1d326af9ad984f74fac2","255","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| ASP / 单机价值量 / BOM 价值 | 待核验 / 测算 / 缺口保留 | ASP、单机价值量、BOM 占比和价格带必须标注测算来源或缺口,未补证前不得升级。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-028-0032-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","32","32","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L32","64f80a1464adf1fb6e6e05725120d95de85fdc34837d1d326af9ad984f74fac2","255","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP / 单机价值量 / BOM 价值 | 待核验 / 测算 / 缺口保留 | ASP、单机价值量、BOM 占比和价格带必须标注测算来源或缺口,未补证前不得升级。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-028-0033-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L33","71413faf60199ea9ae2e99d2c792fabfd0291bfddc576ed8d815578c9b4f09ed","247","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 客户 / 主供 / 独供 / 供应链阵营 | 待核验 / 测算 / 缺口保留 | 客户、主供、独供、阵营归属和供应关系需公司侧或客户侧官方证据。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-028-0033-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L33","71413faf60199ea9ae2e99d2c792fabfd0291bfddc576ed8d815578c9b4f09ed","247","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户 / 主供 / 独供 / 供应链阵营 | 待核验 / 测算 / 缺口保留 | 客户、主供、独供、阵营归属和供应关系需公司侧或客户侧官方证据。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-028-0034-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L34","028d80d746d7ccf22c47ee5e92a742ded1e94aba35ed811f07eb2ce140647539","259","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产能 / 产销 / 交付 / 良率 | 待核验 / 测算 / 缺口保留 | 产能、产销、交付、良率、寿命和可靠性均保留待核验,不得由研报迁移稿直接确认。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-028-0034-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L34","028d80d746d7ccf22c47ee5e92a742ded1e94aba35ed811f07eb2ce140647539","259","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产能 / 产销 / 交付 / 良率 | 待核验 / 测算 / 缺口保留 | 产能、产销、交付、良率、寿命和可靠性均保留待核验,不得由研报迁移稿直接确认。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-028-0035-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L35","5d64da9a832693f9c64eba84a8f4b8ff8e11a200dc0f04617af088b1395e1ed6","262","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 毛利 / 份额 / 利润池 / 话语权 | 待核验 / 测算 / 缺口保留 | 毛利、份额、利润池和话语权判断只能作为待审分析,不构成正式结论或投资建议。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-028-0035-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L35","5d64da9a832693f9c64eba84a8f4b8ff8e11a200dc0f04617af088b1395e1ed6","262","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 毛利 / 份额 / 利润池 / 话语权 | 待核验 / 测算 / 缺口保留 | 毛利、份额、利润池和话语权判断只能作为待审分析,不构成正式结论或投资建议。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-028-0037-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","37","37","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L37","ae01a7faaf01b0ea525d4b9e250d3544ea8ffedc2d49f34927c0f66827a6cd27","129","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/subindustry14_field_downgrade_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-028-0039-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L39","ca11e704d49f4a2dd3073d92d19772b04fa8a551195f94b650f457dd1c6e7a2a","63","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-028-0039-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L39","ca11e704d49f4a2dd3073d92d19772b04fa8a551195f94b650f457dd1c6e7a2a","63","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-028-0043-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","43","43","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L43","90e462ecb148c59615fe2265334e1a379d1b892e751c1ee787014862875c9be0","197","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 核心结论 / 环节定位 | 将赛道结论、价值判断和商业化阶段降读为待审分析,不写成审核通过结论。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-028-0044-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","44","44","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L44","c30461c0700dc301eb90303898ca61e4492d5c7c51bc96a9e63b0c194b6db475","200","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产品边界 / 技术路线 | 产品和路线描述保留为待审结构,明确不能替代参数、可靠性或路线胜率证据。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-028-0045-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","45","45","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L45","692b78c0f1644130a50fd895f9aa614fb10e9e4b8b37fed5f01054da8aa3c417","196","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 市场规模 / 出货 / 渗透 / ASP 测算 | 市场空间、出货、渗透、ASP 和单机价值量均需标注测算或缺口。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-028-0045-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","45","45","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L45","692b78c0f1644130a50fd895f9aa614fb10e9e4b8b37fed5f01054da8aa3c417","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 市场规模 / 出货 / 渗透 / ASP 测算 | 市场空间、出货、渗透、ASP 和单机价值量均需标注测算或缺口。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-028-0046-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L46","4fae98732121536c72cb59d86ecad15783b3188975d333e7905574d6e5219536","209","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产业链拆解 / 价值量 / 利润池 | 价值量、利润池和毛利判断降读为研报测算或分析判断,不能写成确定事实。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-028-0046-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","46","46","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L46","4fae98732121536c72cb59d86ecad15783b3188975d333e7905574d6e5219536","209","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产业链拆解 / 价值量 / 利润池 | 价值量、利润池和毛利判断降读为研报测算或分析判断,不能写成确定事实。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-028-0047-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","47","47","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L47","ff8af3b63897d9e23cb1e24af2e7532c9ffb4d15e4aa83c5c640eedd4cf66b4e","179","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 公司格局 / 竞争份额 | 公司映射、竞争份额和卡位判断不代表正式公司池或覆盖完整。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-028-0048-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L48","6a1be6d5cedd135abc33fa473bf1788d3ac39533700992e20fb3710ac3b03552","197","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 客户供应链 / 产能交付 | 客户、主供、独供、产能、交付和良率保持待核验,需官方或客户侧补证。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-028-0048-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L48","6a1be6d5cedd135abc33fa473bf1788d3ac39533700992e20fb3710ac3b03552","197","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户供应链 / 产能交付 | 客户、主供、独供、产能、交付和良率保持待核验,需官方或客户侧补证。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-028-0049-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L49","65adc2cb7d697fa50f2d7df218078564fc9e042204bf9fddd519332d0f157325","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-028-0049-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L49","65adc2cb7d697fa50f2d7df218078564fc9e042204bf9fddd519332d0f157325","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-028-0051-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","51","51","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L51","fb061b6bcae56bc314070d18f434ab263b9397bfed2b1d2cf0ed9bae27ac6ad3","128","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/subindustry14_body_downgrade_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-028-0056-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","56","56","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L56","881a4fa326e9a1da701e7d0bab87a613c7c79e460f5631a8ba7a4c4a82c47c02","362","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 本文从原《执行器 / 关节模组深度梳理结果》中拆出市场视角,只回答“执行器 / 关节模组市场有多大、价格和价值量在哪里、谁的市场地位更强、收入和利润如何兑现、增量来自哪里”。产业链结构、成本项和供应链证据放在《执行器关节模组产业链深度梳理结果》中。"
"FOHLSRC-FOHLBASE-028-0058-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","58","58","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L58","2b465f99771beeb2aea564c6ebbc0d234de29c62ef56f4d31717f4d8aa2cc9a0","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 1. 资料口径"
"FOHLSRC-FOHLBASE-028-0064-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","64","64","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L64","89baae570ad608b10a862be1f907940c91e8365ceafd4365a97dc7417f413ad6","118","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- `../../../../raw/existing_research/归档/旧版梳理结果_20260528前/执行器关节模组深度梳理结果.md`"
"FOHLSRC-FOHLBASE-028-0065-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","65","65","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L65","1cd751af717c7ade9de88be394177552563a33b5baccc20ed696627b6b93041e","77","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- `industry_source_archive/data/report/new_batch_20260526/batch_summary.json`"
"FOHLSRC-FOHLBASE-028-0066-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","66","66","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L66","13d2d4ce2d1a12e4dd3200114d3c6566dbff46fc7787bc367bd7032b5762bb6a","77","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- `industry_source_archive/data/report/new_batch_20260524/batch_summary.json`"
"FOHLSRC-FOHLBASE-028-0072-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","72","72","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L72","2b4839fd05b0028dbf0b58bc94a92656876dc30eba03f679bc6ee48637912373","123","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 市场空间、单机价值量、BOM 占比、客户份额和收入预测多为研报测算,不能视为确定事实。"
"FOHLSRC-FOHLBASE-028-0073-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","73","73","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L73","ba9f5eb27a69ce2bd24af0c2955facdf364c61e4cddfb453e2ccd2761201f4d7","110","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 上市公司整体收入和利润可作为财务基础,但不能直接等同于机器人执行器业务。"
"FOHLSRC-FOHLBASE-028-0074-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","74","74","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L74","75b3b1ab116da7ee1f10edc6377a54e8bef076df96fc3c782c54842b68efaab2","116","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 机器人执行器“进入供应链”需要客户侧或公告验证,研报线索只用于建立跟踪清单。"
"FOHLSRC-FOHLBASE-028-0077-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","77","77","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L77","8eb9492d1351b13c52013b8e0c321b6c2d8bfd0eb0378c1a8cdf423c9319a92e","354","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-执行器关节模组_市场分析-01-CORE):核心结论、赛道空间、产业位置和商业化判断均需降读为待审分析。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-028-0079-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","79","79","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L79","e0bae0a06a89773e4be0efd46fc49c1f3b17dd8e2c4a3fd9341cd7c295850a31","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 2. 核心结论"
"FOHLSRC-FOHLBASE-028-0081-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","81","81","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L81","91111d9e57b8c95f99388d79bfa67cbcd2fb44de13c1e8389d11d431233f5348","366","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","执行器 / 关节模组是人形机器人硬件价值量最高的环节之一。研报常见口径显示,百万台人形机器人规模下执行器单机价值量约 4.1 万元,对应执行器市场约 413 亿元;其中线性 / 旋转执行器单机价值量约 2.2 / 1.9 万元。这个数字适合判断重要性,但不能直接作为确定市场规模。"
"FOHLSRC-FOHLBASE-028-0083-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","83","83","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L83","9988b36f96e19d831360e020d53d1674f9a7592dd77be385ce0f7553bee39b06","333","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","市场仍处早期,真正要验证的不是“空间大不大”,而是外部供应商能留住多少价值量。整机厂若自研执行器,外供比例会下降;供应商若只卖单个零件,收入留存低于模组总成;如果能做关节模组、测试标定和客户联合开发,才更接近系统级利润池。"
"FOHLSRC-FOHLBASE-028-0085-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","85","85","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L85","02e53152e8f5d12e45962419a6cdad631f02957bfa7dda3302158c320cb21212","306","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","短期市场确定性更偏旋转关节和成熟减速器链条,长期弹性更偏直线执行器、行星滚柱丝杠和高端加工设备。平台型总成玩家看客户定点和收入确认,核心零部件玩家看单机用量和供应份额,工艺设备玩家看丝杠 / 减速器扩产节奏。"
"FOHLSRC-FOHLBASE-028-0087-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","87","87","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L87","926fb84370c30a92bdb2f3250c053f2508ecef03b849dc9f4940c94abc27667c","351","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-执行器关节模组_市场分析-02-PRODUCT):产品边界、技术路线和环节拆分仅保留范围 / 产品层待审线索。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-028-0089-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","89","89","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L89","3d499425becf14ec97c9577c2585bea6775e516704d5e39a3121bd50e9f66732","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 3. 市场分层"
"FOHLSRC-FOHLBASE-028-0094-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","94","94","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L94","ab9f6a937523a8af33aca259b35fc26c4aae4bca8bd7e14907b3d2856630433d","178","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 外部关节模组采购 | 国内外人形机器人厂、四足机器人厂 | 一体化关节、旋转 / 直线执行器 | 高 | 适合平台型供应商,但客户定制强 |"
"FOHLSRC-FOHLBASE-028-0095-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","95","95","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L95","65fb2d579d6ef769628fa428fde60d988a27d728a5378a325c556990340eed68","172","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 核心零部件采购 | 模组厂和整机厂 | 无框电机、减速器、丝杠、编码器、力传感器 | 高 | 更容易多客户扩散,收入可验证性更强 |"
"FOHLSRC-FOHLBASE-028-0096-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","96","96","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L96","93e140c1812cf992700e15430c824461073d5b0bd46db15f4a51296ae9cd2f1b","154","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业机器人 / 协作机器人 | 工业自动化客户 | 减速器、伺服、关节模组 | 中 | 成熟市场,增速低于人形但更可验证 |"
"FOHLSRC-FOHLBASE-028-0100-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","100","100","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L100","3bf6dd2f9b007b3e471655b54df14c8cad2dae5ac1b0c994e57da62198576154","357","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-执行器关节模组_市场分析-03-MARKET):市场规模、出货量、渗透率、ASP 和单机价值量均需标注测算或缺口。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-028-0102-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","102","102","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L102","b37e160448ef9bd30e745f26e6cbfe05b3ef4ee83faa0470b074314c54128122","33","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 4. 市场空间和测算口径"
"FOHLSRC-FOHLBASE-028-0104-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","104","104","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L104","82cd8895064cfd923ac264aa3a1f10ca320cf8853ba7bb2f59d1fca84effd5c6","20","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 4.1 已见测算"
"FOHLSRC-FOHLBASE-028-0108-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","108","108","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L108","efc8a21a2a58921173f497d790742ca3b35fcbc8ea769267eeb4ba987421406d","147","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人硬件市场 | Optimus 百万台量产时硬件市场约 1400 亿元 | 拓普研报测算 | 仅用于观察硬件整体价值量 |"
"FOHLSRC-FOHLBASE-028-0109-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","109","109","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L109","a44228256b41b63ee8b8043104db0fdff2f3745fbaf1f6ac37697bfeed884e6c","140","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 执行器市场 | 百万台量产时约 413 亿元,单机价值量约 4.1 万元 | 拓普研报测算 | 作为执行器重要性判断 |"
"FOHLSRC-FOHLBASE-028-0110-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","110","110","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L110","4e1d85f05cd99b1d11653d08f40b2c2908c193259b5fd5322b3313bd73093227","126","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 线性 / 旋转执行器 | 单机价值量约 2.2 / 1.9 万元 | 拓普研报测算 | 用于区分直线与旋转价值量 |"
"FOHLSRC-FOHLBASE-028-0111-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","111","111","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L111","06700d010adc56c23776f9275350cee6539672ac1ed96eb3fff4f84a3af033e7","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 单组执行器 BOM | 旋转执行器约 4730 元,直线执行器约 7760 元 | 三花研报测算,按 14 组旋转、14 组直线 | 属于 BOM 假设,需要拆机和采购价验证 |"
"FOHLSRC-FOHLBASE-028-0112-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","112","112","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L112","173c1126fc220384a3fd00dbdde9b6c7daa76af99878f8522f68ea2e10b96092","116","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人精密减速器出货 | 2025-2030 年 CAGR +86.1% | 旋转关节研报 | 用于判断增长弹性 |"
"FOHLSRC-FOHLBASE-028-0113-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","113","113","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L113","1019ac1174989befe89d128b48a0b04476adfa6e723379aece34557050ee3001","152","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人精密减速器市场 | 2025 / 2030 / 2035 年约 8.49 / 43.24 / 1726.75 亿元 | 研报测算 | 远期口径差异大,谨慎使用 |"
"FOHLSRC-FOHLBASE-028-0114-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","114","114","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L114","2a24d0c50d7fbb7a35d9ac3a54751f987907ba78cf1047e2f042d5513754047c","148","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人丝杠市场 | 2025 / 2030 / 2035 年约 4.6 / 82.2 / 716.0 亿元 | 行业深度研报 | 用于判断直线执行器上游弹性 |"
"FOHLSRC-FOHLBASE-028-0116-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","116","116","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L116","8b778e840c856bc8c3fb557d1ed08e18f8a7b8f8feab3e00888d03b0a0b9a73d","32","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 4.2 更合理的测算框架"
"FOHLSRC-FOHLBASE-028-0122-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","122","122","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L122","1579097fd19409b4968ef444b2c9f8c32f4b99f151610a631883dedef7aa57ec","26","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","#NAME?"
"FOHLSRC-FOHLBASE-028-0124-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","124","124","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L124","2802074a76e8209fb0ae70a25b571fe51043cad01ebc9e1375a8bf1f28c06750","21","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","* 单个执行器 ASP"
"FOHLSRC-FOHLBASE-028-0126-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","126","126","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L126","ecf93fbdaa244a5fcf2e4b6883f4273da8b7dc7b4f9fbc923c6e082f7cdf8795","35","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","* 供应链层级价值留存比例"
"FOHLSRC-FOHLBASE-028-0135-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","135","135","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L135","ea1a126803892251d7f064fe40f03fd2f6133500ab2f837c734f19dd2f20b410","70","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人出货量 | 最大不确定项 | 决定行业上限 |"
"FOHLSRC-FOHLBASE-028-0138-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","138","138","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L138","dcb880b121224af9e15f491ef8af733409c98783fc83c6b678b5c7cbf50109c9","101","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 单个执行器 ASP | 量产后下行概率高 | 出货增长不一定带来同比例收入增长 |"
"FOHLSRC-FOHLBASE-028-0139-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","139","139","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L139","6b5766fd65148937fb01b355a0960c61016ee34341a29fb4deb57d8a833826d5","88","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 外供比例 | 整机厂自研会压低外部空间 | 决定总成厂收入天花板 |"
"FOHLSRC-FOHLBASE-028-0140-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","140","140","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L140","ef00143829e6f0b923abbc88fddee7494426ad89bc412440432098d6c302599f","109","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 价值留存比例 | 卖单件、卖模组、卖系统方案完全不同 | 决定不同公司收入弹性 |"
"FOHLSRC-FOHLBASE-028-0143-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","143","143","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L143","0f355f17111da4e8b1e24fb472b88be009b64f2a75bedb859baa46410995c8e0","20","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 4.3 口径风险"
"FOHLSRC-FOHLBASE-028-0153-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","153","153","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L153","c08f8c16af9fb5d384a3858152d713d01c19f1eb08f87359b2823b236155a133","340","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-执行器关节模组_市场分析-04-CHAIN):产业链价值量、利润池和话语权判断不能替代证据结论。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-028-0155-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","155","155","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L155","71e0954aa19e11c0db73cf7b401ba2941e4cd12da5d38b94f1222a5d9f5c9555","33","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 5. 价格、价值量和寿命"
"FOHLSRC-FOHLBASE-028-0157-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","157","157","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L157","18039d4ad5128fd348f42cda69560aa2956e5320df45d14cb8cdee62e3bb28bd","17","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 5.1 价值量"
"FOHLSRC-FOHLBASE-028-0161-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","161","161","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L161","345bdf3c1e08b49f3b5b6ca2cee93848c94aa8dc22388b267d5ce1f2c95cf1e6","120","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 单机执行器价值量 | 百万台规模下约 4.1 万元 | 适合判断硬件重要性,不能直接外推收入 |"
"FOHLSRC-FOHLBASE-028-0162-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","162","162","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L162","bdcf601072e84f95874ec033dc47ef830b45e19664d408788ecd4d309026f81c","108","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 单机线性执行器价值量 | 约 2.2 万元 | 直线执行器价值量高,受丝杠成本影响大 |"
"FOHLSRC-FOHLBASE-028-0163-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","163","163","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L163","5734444bd2051a8623906b381c47f020ba48969d938931052ccae842790e8af3","114","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 单机旋转执行器价值量 | 约 1.9 万元 | 短期成熟度更高,减速器和力矩传感器占比高 |"
"FOHLSRC-FOHLBASE-028-0164-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","164","164","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L164","ff7457db61238d19030de77c171833cfce4370a8826a891b79103757eaeb404c","87","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 单组旋转执行器 | 约 4730 元 | 研报 BOM 假设,需验证实际采购价 |"
"FOHLSRC-FOHLBASE-028-0165-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","165","165","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L165","6998f48bac360929773bfa572a3baff394f5c02c89966b3324265ff23c7be79a","93","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 单组直线执行器 | 约 7760 元 | 研报 BOM 假设,取决于丝杠和力传感器 |"
"FOHLSRC-FOHLBASE-028-0167-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","167","167","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L167","65854d0c1b187fa814510885ff7d5cf222448019a0b19125570b25ebbe647b83","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 5.2 ASP 下行"
"FOHLSRC-FOHLBASE-028-0169-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","169","169","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L169","9ad1f43dc0134fddf33ee48ad7a74216eaf8e6f8b753f9ee20e5e9814af534d4","59","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","执行器 ASP 下行几乎是确定趋势,原因包括:"
"FOHLSRC-FOHLBASE-028-0171-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","171","171","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L171","c1bb0c0162158ec12e51aa175aa30db71716f6fb3bb887911b5c3437bcb735c5","38","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 整机厂量产后会推动年降。"
"FOHLSRC-FOHLBASE-028-0172-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","172","172","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L172","25a05f3fbe8654883aefbd9e170efb713b49a12d8aa7f6b11791aca71ac6605b","53","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 零部件国产替代和多供应商竞争加剧。"
"FOHLSRC-FOHLBASE-028-0174-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","174","174","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L174","55d4919280a6ea6e4d9d2d8364ab9dd323a7b6090958d1f51c370c312908ed6b","57","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 旋转和直线路线成熟后,BOM 会重新优化。"
"FOHLSRC-FOHLBASE-028-0176-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","176","176","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L176","159f60ce66bc51a64db6c60f28df232e0ccd0f0b9fa68ad1676b2dbd18d92a8d","38","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","但 ASP 下行对公司影响不同:"
"FOHLSRC-FOHLBASE-028-0180-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","180","180","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L180","62a2a799c0a4fedcfd216badbf6b49b1082868617f283d6228ec3304a7298a3c","103","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 总成厂 | 若只做装配,毛利率压力大;若参与定义和平台化,仍有价值留存 |"
"FOHLSRC-FOHLBASE-028-0181-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","181","181","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L181","a5e1524f589b49b2c960c8de307df849bccbda2e1313caad26e6f640a301e5b2","61","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 减速器厂 | 价格下行,但出货弹性可能对冲 |"
"FOHLSRC-FOHLBASE-028-0182-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","182","182","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L182","45c31db3e8319ffaf073ae8d4623b0686a6ec3a3da69df25b49034d15bec43ec","88","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 丝杠厂 | 高端瓶颈阶段毛利可能较好,放量后看良率和设备效率 |"
"FOHLSRC-FOHLBASE-028-0183-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","183","183","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L183","e7c1a42f83b19866cf196ac840a7b60e1538bf357b8ece588135076977d1179a","91","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 电机 / 驱控厂 | 单价下降,但单机用量和多客户扩散带来收入弹性 |"
"FOHLSRC-FOHLBASE-028-0184-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","184","184","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L184","73965080a5e364a429e9b1cafd4464be912f218cc2e536e0c979bab7f7c97b0e","61","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 设备厂 | 下游扩产期受益,但订单有周期性 |"
"FOHLSRC-FOHLBASE-028-0186-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","186","186","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L186","c5b68ea1d45f1ab57802b16765aa517c336c1ec87fa3f3b6fbe599250bedfdb1","29","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 5.3 寿命和更换周期"
"FOHLSRC-FOHLBASE-028-0191-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","191","191","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L191","8305be8eea3780c767d8b29540e5f341c434fbc6dcd4d3fba74b896e9447f901","116","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 量产客户会更关注质保、返修率、现场替换便利性和故障追溯,而不是单个零件参数。"
"FOHLSRC-FOHLBASE-028-0195-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","195","195","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L195","73f5729642a142410a5934e0461da9cb09c904669c666378ce98de2063f8a219","132","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","后续必须补:产品手册、客户验收标准、质保条款、测试动作定义、负载条件、返修率和供货周期。"
"FOHLSRC-FOHLBASE-028-0197-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","197","197","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L197","73beeea7f8cdd24e77fcecd1b224725c7e6b8bcba6235303f56127bc389524d5","351","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-执行器关节模组_市场分析-05-COMPANY):公司映射、竞争格局和份额判断不代表正式公司池或覆盖完整。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-028-0199-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","199","199","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L199","e83bfad994eb62adc453487c611683b16032b0eef3b7bbf2c10128d05872c079","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 6. 竞争格局"
"FOHLSRC-FOHLBASE-028-0201-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","201","201","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L201","ea2ba24db6242b52192b0235ec9aa15a33b7d91ecefecc6ea68938488ec3d579","20","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 6.1 玩家分层"
"FOHLSRC-FOHLBASE-028-0205-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","205","205","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L205","670c384ef9121bfdfcc290b5f30a4bf3c26939ad5b3effd8cce117b5b1efa61b","175","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 总成 / 平台型 | 拓普集团、三花智控、伟创电气、英搏尔、中大力德、富临精工等 | 最接近客户产品定义,但机器人收入仍需验证 |"
"FOHLSRC-FOHLBASE-028-0206-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","206","206","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L206","bc210cfc461c49ee7a01529a70e9a1a5e9fc2879659a45e6cae80f97ade2ffb7","163","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 减速器核心件 | 绿的谐波、双环 / 环动、中大力德、丰立、科盟、豪能、精锻、夏厦等 | 旋转关节利润池,路线分化明显 |"
"FOHLSRC-FOHLBASE-028-0210-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","210","210","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L210","d5966098de3ed2341be42c1e86623156df603e48969250d7967967086865d9d7","142","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工艺 / 设备 | 华辰、日发、浙海德曼、秦川、创世纪、思进、恒锋、翔楼等 | 量产初期可能形成稀缺供给 |"
"FOHLSRC-FOHLBASE-028-0211-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","211","211","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L211","6af436b77b2057df35d787d331dd4cc15dffda7c165470f67fb1125e0da5a197","148","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 整机厂自研 | 特斯拉、小鹏、宇树、智元、优必选、Figure、银河通用等 | 定义执行器需求,决定供应商话语权 |"
"FOHLSRC-FOHLBASE-028-0213-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","213","213","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L213","7b0fbeede0986c116d08e950154b477f9dc80f94cf3fc4ec7e82c8e050412739","23","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 6.2 话语权判断"
"FOHLSRC-FOHLBASE-028-0217-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","217","217","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L217","91f9c08fdf178ae4b6e7554ce2f43be1c9cec25494ac2669d27d67371eb8cc55","121","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户阶段 | 参与定义、主供、批量供货、海外产能配套 | 技术交流、展会样机、生态合作 |"
"FOHLSRC-FOHLBASE-028-0219-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","219","219","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L219","a15241940eab93a666a944979763bb378b1e183dd5f95b2f15fe173b03c0d26a","103","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 量产能力 | 自动化产线、测试标定、良率和交付记录 | 只有样品或规划产能 |"
"FOHLSRC-FOHLBASE-028-0220-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","220","220","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L220","bda68a8b1e122e4086259b65a574c844675407f4443d97968acddd5586ee28be","94","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 替代难度 | 客户验证周期长,切换成本高 | 标准件,可替代供应商多 |"
"FOHLSRC-FOHLBASE-028-0221-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","221","221","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L221","16e065549c84a31b238f1c9f8539dfe91daa811f227032ab39cdb13fc81481de","70","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 财务兑现 | 相关收入和毛利率可见 | 只有概念布局 |"
"FOHLSRC-FOHLBASE-028-0222-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","222","222","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L222","09319789f1b876f70510f9f9ccfc9d0118f9c9325d7645a2d18fdbb406cde4a5","97","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 成本能力 | 能参与降本,满足客户年降 | 小批量价格高,量产成本不明 |"
"FOHLSRC-FOHLBASE-028-0224-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","224","224","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L224","e9b3ab1d2e7229825edd2e4adf1201ce37ff400190c78fa11c0274f038580da7","356","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-执行器关节模组_市场分析-06-SUPPLY):客户、主供、独供、产能、交付、良率和寿命需官方或客户侧补证。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-028-0226-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","226","226","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L226","df2a741f732015c0002435d45b233ecf3273ec9d01fec497fd1d7375c6b1f856","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 7. 公司市场化对比"
"FOHLSRC-FOHLBASE-028-0228-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","228","228","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L228","ee3aafeddccc54fb11738cad4b5a24974f1d19e7a47ee5e003dc9717f1094a77","121","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司 | 类型 | 市场地位 | 份额 / 产能 / 销量 | 相关收入 / 利润 | 客户和供应链 | 当前判断 |"
"FOHLSRC-FOHLBASE-028-0230-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","230","230","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L230","a66182b8ed70f764edd2c4fa0b0d0f699b94a53db96b3405cfc8d1496702538a","473","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 拓普集团 | 汽车 Tier0.5 向机器人总成延伸 | 总成型重点玩家,优势在客户、平台化和规模制造 | 研报称宁波基地 30 万套电驱执行器产能,核心客户份额 30%-50% 为假设 | 2024 收入 266.00 亿元;2025Q1-Q3 收入 209.28 亿元、归母净利 19.67 亿元;机器人执行器收入未公告验证 | 特斯拉汽车客户基础强,机器人 Tier1 为研报口径 | 确定性高但客户集中和收入确认需验证 |"
"FOHLSRC-FOHLBASE-028-0231-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","231","231","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L231","97dc69f2c3156325d05e022dd552f8b2803ad8758c6f3cbb87758f92f6c7da4c","365","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 三花智控 | 热管理龙头向机电执行器延伸 | 全球制造和阀泵控制能力强 | 38 亿元机电执行器和域控制器基地 | 2024 收入 279.5 亿元;2025H1 制冷 / 汽零收入 103.9 / 58.7 亿元,汽零毛利率约 27.96%;机器人收入未拆 | 全球核心客户线索,具体未披露 | 高关注总成玩家,收入兑现仍早 |"
"FOHLSRC-FOHLBASE-028-0232-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","232","232","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L232","e44a2124a8b70e86efd557ec437e9ac0262b563098204bb0f99ee72428f5d69d","337","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 伟创电气 | 工控平台 + 机器人部件 | 产品矩阵完整,订单验证不足 | 机器人产能未披露 | 2024 收入 16.40 亿元;2025Q1-Q3 收入 13.5 亿元,综合毛利率 37.8%;2025H1 变频器 / 伺服及运动控制收入 5.59 / 2.90 亿元 | 海外和合资布局线索 | 弹性取决于机器人订单落地 |"
"FOHLSRC-FOHLBASE-028-0233-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","233","233","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L233","18cf9516300febc3fcd24defc34b515f17ad11507bb48cba241c407f4caf00b8","373","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 英搏尔 | 新能源电驱 / 电源系统 | 车端电驱出货明确,机器人仍是迁移线索 | 2025H1 电源总成出货 44.22 万台,驱动系统出货 15.94 万台 | 2025H1 收入 13.7 亿元;电源 / 电驱 / 控制器收入 6.2 / 5.4 / 1.4 亿元;毛利率 14.2% / 9.8% / 28.8% | 与丰立智能传动模块合作 | 机器人相关性需要继续验证 |"
"FOHLSRC-FOHLBASE-028-0234-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","234","234","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L234","455cd7faba85cd9462bf9e41e9f7c5d2fe019d67839944d0ff99a8d34cee8cfe","343","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 精锻科技 | 精密齿轮 / 锻造向关节迁移 | 汽车差速器锥齿轮龙头,机器人早期 | 差速器总成 2023 产量 / 销量 283 / 270 万件 | 2024 收入 20.25 亿元,归母净利 1.60 亿元,毛利率 24.42%;机器人业务未预测 | 太平洋智能关节、格蓝若投资线索 | 需从样品验证走向订单 |"
"FOHLSRC-FOHLBASE-028-0235-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","235","235","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L235","10dc73758901513d65bbf516eba066e775bcfe7dba8a433d856e8e1cbff54bea","424","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 双环传动 / 环动 | 齿轮龙头 + 减速器平台 | RV 基础强,人形传动开发中 | 环动 RV 2024 销量 11.7 万台,国内约 25% 份额研报口径;募投拟建 32 万套 RV 产能 | 2024 收入 87.81 亿元,归母净利 10.24 亿元;智能执行机构收入研报称 2022-2024 约从 2 亿至 6.4 亿元 | 工业机器人客户基础强 | 旋转关节核心件确定性较高,人形收入未拆 |"
"FOHLSRC-FOHLBASE-028-0236-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","236","236","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L236","80798067d0f08bb81fbacb512d3a0396ed0c37e249e2664074252de84bc21543","337","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 新坐标 | 冷锻 / 丝杠上游 | 直线执行器降本工艺潜在玩家 | 湖州年产 18 万吨冷锻线材项目,2024 年线材产量 8600 吨 | 2024 收入 6.80 亿元,归母净利 2.12 亿元;海外收入约 43%;丝杠收入未拆 | 杭州九月八精密传动线索 | 不是总成玩家,需验证丝杠产品落地 |"
"FOHLSRC-FOHLBASE-028-0237-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","237","237","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L237","8ce02a7bc747dcef195306b6590e446f3a41e5629d27b069f172dc3172ed186f","253","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 绿的谐波 | 谐波减速器 | 旋转关节核心件代表 | 谐波产能和客户需结合减速器专题 | 减速器收入可见,机电一体化收入需拆 | 人形客户和机电一体化线索 | 受益旋转关节,但面临降价和竞争 |"
"FOHLSRC-FOHLBASE-028-0238-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","238","238","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L238","95c0b8594542d595590060c2774d61b1c39556b8a249be3749e2a2b593f91747","269","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 五洲新春 / 贝斯特 | 丝杠 / 轴承 | 直线执行器弹性玩家 | 丝杠产能建设和小批量线索 | 收入仍以原主业为主,手部/直线执行器收入未拆 | 机器人客户送样和开发线索 | 取决于直线执行器渗透和客户定点 |"
"FOHLSRC-FOHLBASE-028-0239-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","239","239","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L239","3d58e708271f709a14c6a4895ce35679783d2ba873f81285cdf1d2627b677d42","274","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 雷赛 / 鸣志 / 江苏雷利 / 鼎智 | 电机 / 驱控 / 执行器部件 | 动力和控制层确定性较强 | 单机用量和客户扩散待拆 | 公司财务可验证,但执行器业务多未拆 | 多家机器人客户线索 | 适合通过公司档案补硬字段 |"
"FOHLSRC-FOHLBASE-028-0241-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","241","241","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L241","6c45dc51293a687ce9673168a892326a40cdc1d2ad60e044eacdc884b5188429","345","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-执行器关节模组_市场分析-07-RISK):风险、限制和投资相关表述不得外推为正式结论或投资建议。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-028-0243-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","243","243","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L243","016aa60fb71b4bd7f1da0d740150b10ea52aa962e32bb0f4b8a4f2b4d2dc78f2","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 8. 增量来源"
"FOHLSRC-FOHLBASE-028-0250-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","250","250","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L250","514618a7f9310655d29eb03cb7fe27d25dd779db951184c08d8c736b63f9d149","130","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 总成平台化 | 一体化关节、测试标定、模组装配 | 拓普、三花、伟创等 | 看客户定点和外供比例 |"
"FOHLSRC-FOHLBASE-028-0252-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","252","252","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L252","83d81dbefebeda039e1c7893bee1bc074459e2865db2c6e65fc2aa68948f16c4","148","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业 / 四足 / 协作机器人复苏 | 成熟关节、伺服、减速器 | 传统机器人核心件公司 | 增速较低但收入更可验证 |"
"FOHLSRC-FOHLBASE-028-0253-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","253","253","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L253","67d4079706b980e058544c07442b93ff913bd4cddb13ca7c7cb75661ee5f7397","139","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工艺设备扩产 | 磨床、冷锻、检测设备 | 华辰、日发、浙海德曼、秦川、思进等 | 是产能爬坡前置需求 |"
"FOHLSRC-FOHLBASE-028-0255-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","255","255","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L255","a3557de2231e3cb6e6e38169f110cbf078d794b393adf5bc178fa0a2a8a92ed5","24","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 9. 关键验证问题"
"FOHLSRC-FOHLBASE-028-0259-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","259","259","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L259","38a85147e07cbaf16f3f1bdee12d34a902ef287bfa3d4e52731a47f6f0b2e348","130","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 哪些公司有主导地位 | 能分层,不能断言绝对龙头 | 客户侧确认、供应商大会、采购公告、年报 |"
"FOHLSRC-FOHLBASE-028-0260-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","260","260","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L260","a3a7fee240a948ef1651a1cf0684f98bd931fd174bd603e76bab0b7a9c4d13bb","131","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 市场份额是多少 | 只有局部份额,如环动 RV 国内份额研报口径 | 招股书、第三方统计、客户采购 |"
"FOHLSRC-FOHLBASE-028-0261-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","261","261","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L261","f9ced85bd0b6a481820f6f10e7d9096c19bfa804cd3c31c6e2de47d65dfcd1f5","142","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产量 / 销量 | 英搏尔车端、双环 RV、精锻汽车总成可见,机器人专用缺 | 年报分产品、公司公告、招股书 |"
"FOHLSRC-FOHLBASE-028-0262-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","262","262","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L262","d7d4baa1aa8a65f12351c1b34a2b3017094a43a11bffcc86a1bded4b68e52dd0","106","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 利润是多少 | 公司整体能回答,执行器产品不能 | 分部收入、毛利、调研纪要 |"
"FOHLSRC-FOHLBASE-028-0263-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","263","263","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L263","699d883ea16b56a824f56614afb2094514f3d286f656a70f497816a7e181369d","103","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 成本集中在哪 | 能定性和研报测算回答 | 拆机、产品手册、供应商报价、BOM |"
"FOHLSRC-FOHLBASE-028-0264-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","264","264","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L264","463f0ebb571708558821b865da843c0f29b18e0cc433e1f1275647ee448efc99","70","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 相关产品占营收 | 部分能回答 | 公司档案逐项抽取 |"
"FOHLSRC-FOHLBASE-028-0265-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","265","265","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L265","282701d2d006db3cb43efe19eb2274e6939aff51850d5f51d57c2e4fe8dd81fb","103","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 国内 / 国际营收占比 | 部分上市公司能回答 | 年报、招股书、海外基地公告 |"
"FOHLSRC-FOHLBASE-028-0266-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","266","266","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L266","fff5b2ef90ad64322a5fa6c5307a501de4bcde1045d06a4db8e102e211fc26ed","112","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 是否进入国内外龙头供应链 | 多为研报线索 | 客户侧公告、定点通知、供应商大会 |"
"FOHLSRC-FOHLBASE-028-0267-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","267","267","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L267","6cb4e7640638f357d138fd6f9fbc2e6e6c18a7ba37dd7c89d22efcfdf1a45255","93","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产品单价 | 多为 BOM 假设 | 实际采购价、批量价、是否含驱控和传感 |"
"FOHLSRC-FOHLBASE-028-0269-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","269","269","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L269","24678682d9e0687abdc97c36696d672d553a4cde57e2d15aeab90f89701dc26b","109","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产能利用率 / 供货周期 | 基本缺 | 募投进度、产线爬坡、订单覆盖率、交付条款 |"
"FOHLSRC-FOHLBASE-028-0271-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","271","271","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L271","a380715daef97fb6a308cbff4ceb734f6474e9b1d419d7e434ed2f3dd981039a","13","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 10. 风险"
"FOHLSRC-FOHLBASE-028-0275-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","275","275","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L275","fc964699bace5e42bfc80bc85648fba17340348e23e4df302cd67615f372dbb5","76","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人量产不及预期 | 执行器需求和上游扩产延后 |"
"FOHLSRC-FOHLBASE-028-0276-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","276","276","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L276","a20c1923cebf59eadaf08e3b99de9f2043a5e8d832af1f6fb43437b92f877002","70","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 整机厂自研比例提升 | 外部总成厂收入空间被压缩 |"
"FOHLSRC-FOHLBASE-028-0278-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","278","278","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L278","ef4a0a4a1bacea567927ef373c0644dfcb9c436f3bc07037d59dbd4624825e5b","50","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP 快速下降 | 出货增长但利润承压 |"
"FOHLSRC-FOHLBASE-028-0279-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","279","279","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L279","87bd1735bc2ce744b9f9d55dae3f880765e07ce1f6d541de485ef5465bcaff33","94","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产能爬坡不顺 | 规划产能无法转化为收入,良率和测试节拍拖累交付 |"
"FOHLSRC-FOHLBASE-028-0280-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","280","280","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L280","275bec23a0808ebb9994c8267ff9961ea728bbbae6872e037fc951cb92baf945","61","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户集中 | 特斯拉或少数头部客户定价权强 |"
"FOHLSRC-FOHLBASE-028-0281-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","281","281","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L281","17a0db2e7e78d3fefa09ffabe91bf1f40e6e5f7334d5d851cb79ab6d87f1e7eb","106","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 跨行业外推 | 汽车齿轮、电驱、热管理能力不能直接外推为机器人执行器订单 |"
"FOHLSRC-FOHLBASE-028-0282-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","282","282","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L282","6f3e87fa4ffdff117bc86045ce8ceb0759dcfe385a096fc5ea2d881f3143672d","103","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 数据口径混杂 | 研报测算、公司公告、客户侧证据等级不同,容易重复计算 |"
"FOHLSRC-FOHLBASE-028-0284-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","284","284","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L284","c44a9cb2e71af809fb310b889ced1bd5b2e8bb0a29088e2e184b222f0f5c28ac","19","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 11. 市场结论"
"FOHLSRC-FOHLBASE-028-0289-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","289","289","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L289","772aa20e29bccd5e5225ef992b205aab8e448ebfba35b3dfd95d333a300d185d","83","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 整机厂自研多少、外供多少、外部供应商卖零件还是卖模组。"
"FOHLSRC-FOHLBASE-028-0290-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","290","290","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L290","9c70495492aee3e2adb60fa09e1f3508fc4729bdd9f2519f707bfd2bf4e897e2","95","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 量产降价后,谁还能靠良率、寿命、测试标定和客户定义权留住利润。"
"FOHLSRC-FOHLBASE-028-0292-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","292","292","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L292","5acd481431afff1beb3f0a184ca5606f24d830883a7efeb04b1cc65f20e7bef4","346","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","当前更稳的跟踪路径是:总成厂看定点和收入确认,减速器看旋转关节放量,丝杠看直线执行器渗透,电机/驱控看单机用量和多客户扩散,设备厂看扩产订单。后续公司档案需要逐家公司补“收入、销量、ASP、毛利、客户、产能、寿命、供货周期”这些硬字段。"
"FOHLSRC-FOHLBASE-029-0004-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","4","4","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L4","921b94ff7ba01c586b8e700aa531b6a0e4f067670bacf580729b9351f42f9d99","35","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> case_id: ANA-ROBOT-INDUSTRY-001"
"FOHLSRC-FOHLBASE-029-0005-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-029-0005-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","5","5","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L5","3bceb3f98aa288ab50f78d6aeaf6404af4885b7c88905357a6e8a809c6176924","47","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> run_id: RUN-ANA-ROBOT-THREEPIECE-FREEZE-001"
"FOHLSRC-FOHLBASE-029-0006-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","6","6","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L6","51ddefb06b154109ad40b8a957ea1dc8d5f6ce2e5ab03823e2d66f370c5111b7","43","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> batch_id: BATCH-ANA-ROBOT-MIGRATION-001"
"FOHLSRC-FOHLBASE-029-0007-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-029-0007-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","7","7","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L7","b9da432dbe5eac74f3e8147426bb925eec1cb006fe661e35efa67f11de21c585","78","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> status: BATCH001_MIGRATED_DRAFT / DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW"
"FOHLSRC-FOHLBASE-029-0010-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","10","10","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L10","6b70fdf4319b34a38405a95b6e109c6b55a71a355b6c2d255ed66038aa349b03","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> frozen_date: 2026-07-03"
"FOHLSRC-FOHLBASE-029-0012-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","12","12","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L12","229e5b6f2d71cd5b4705f7f20be8540ea151a520c9cbe1234c970c6502cc9304","24","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0. 冻结复核结论"
"FOHLSRC-FOHLBASE-029-0015-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","15","15","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L15","cd79cd837d92015495dff874aaa02b5e4a015d3140260011f8331796c19e169b","173","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 当前冻结含义是“稳定文件名、稳定入口、稳定来源映射和正式返修基线”,不是审核通过、不是对外交付版,也不是投资建议。"
"FOHLSRC-FOHLBASE-029-0016-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L16","0aa52cb542375b1ce733a79e7ea3b57f8e038aa1b85ab2b210ae71f4551b4274","335","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 证据状态统一按 SUBINDUSTRY14_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-029-0016-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","16","16","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L16","0aa52cb542375b1ce733a79e7ea3b57f8e038aa1b85ab2b210ae71f4551b4274","335","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 证据状态统一按 SUBINDUSTRY14_OUTPUT_REPAIR_PREPARED_PENDING_REVIEW_NOT_OUTPUT_PASS / PENDING_OUTPUT_REVIEW 处理;涉及市场规模、出货量、ASP、客户供应链、收入占比、主供关系、产能利用率和供货周期的强字段,后续必须回源核验,未通过输出审核前不得作为正式结论。"
"FOHLSRC-FOHLBASE-029-0017-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","17","17","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L17","91a4ef370f9100b0b6bd534d7e3cfbb1c86d35994cf860bab33246e2b3e514c7","129","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 复核备注:已按 P0 细分环节首批迁入;正式结论前需补证据等级、硬字段来源和人读质量复核。"
"FOHLSRC-FOHLBASE-029-0019-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L19","2101f9421c0c28216ff7b7164ba69bb78cfa598f1062e3c0e961f6ae10ca9c33","57","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-029-0019-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","19","19","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L19","2101f9421c0c28216ff7b7164ba69bb78cfa598f1062e3c0e961f6ae10ca9c33","57","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.1 待核验事实 / 缺口结构(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-029-0021-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L21","012395b7dbe1497463706c71f3b3d2fa26c054fae7c3ae2d969aae153f1bbcf0","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","- 本节为 14 个子行业页输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、覆盖完整、对外交付或完成状态。"
"FOHLSRC-FOHLBASE-029-0021-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","21","21","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L21","012395b7dbe1497463706c71f3b3d2fa26c054fae7c3ae2d969aae153f1bbcf0","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 本节为 14 个子行业页输出返修覆盖层,只用于项目体系内 DRAFT_FOR_REVIEW / PENDING_OUTPUT_REVIEW,不代表输出通过、覆盖完整、对外交付或完成状态。"
"FOHLSRC-FOHLBASE-029-0023-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","23","23","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L23","9c00e401c231910ed3a087d948f675b1f60be8894af072a760894672ce3131bc","221","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 强字段统一降读:市场规模 / 出货量、ASP / 单机价值量、客户供应链、主供 / 独供、产能 / 产销、毛利 / 份额 / 利润池等,只能保留为待核验事实、研报测算或缺口。"
"FOHLSRC-FOHLBASE-029-0027-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","27","27","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L27","4e56cbb145541fac37589f6c8fca82b2dee1170ab478f7c3ebf99111766af9cc","247","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 细分环节定义 / 产品边界 | 范围 / 产品层待审线索 | 保留为既有研究承接线索,正式输出前需按研报体系确认定义、边界和排除项。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-029-0028-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","28","28","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L28","8db27a01e102c745588307d23f7c862575f72ee85bef4734d5d991f516bc27f9","232","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产业链位置 / 上中下游路径 | 范围 / 产品层待审线索 | 仅作为待审结构化归类,不等同完整产业链覆盖或正式图谱结论。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-029-0029-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","29","29","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L29","6281375fecc81a256a54d732fe1d8e4b247e7c67d5512fe288176dfaca9b94a3","235","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 技术路线 / 产品形态 | 范围 / 产品层待审线索 | 保留技术路线和产品形态描述,但参数、路线胜率和商业化阶段不得外推。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-029-0030-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","30","30","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L30","8bf26ea3cba76c2aacd0a839d55f06522c229cda4248f679685ce19f5b5810fd","223","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 相关公司 / 供给格局 | 范围 / 产品层待审线索 | 公司映射仅为迁移草稿口径,不代表正式公司池或覆盖完整判断。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-029-0031-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","31","31","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L31","3fffbd08348755ecaa04fe0fa336d27bf68efebf42d0265b9ce87addc9795b08","269","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 市场规模 / 出货量 / 渗透率 | 待核验 / 测算 / 缺口保留 | 市场规模、出货量、CAGR、渗透率等测算必须保留为待核验或研报测算,不得写成确定事实。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-029-0031-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","31","31","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L31","3fffbd08348755ecaa04fe0fa336d27bf68efebf42d0265b9ce87addc9795b08","269","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 市场规模 / 出货量 / 渗透率 | 待核验 / 测算 / 缺口保留 | 市场规模、出货量、CAGR、渗透率等测算必须保留为待核验或研报测算,不得写成确定事实。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-029-0032-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","32","32","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L32","64f80a1464adf1fb6e6e05725120d95de85fdc34837d1d326af9ad984f74fac2","255","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| ASP / 单机价值量 / BOM 价值 | 待核验 / 测算 / 缺口保留 | ASP、单机价值量、BOM 占比和价格带必须标注测算来源或缺口,未补证前不得升级。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-029-0032-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","32","32","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L32","64f80a1464adf1fb6e6e05725120d95de85fdc34837d1d326af9ad984f74fac2","255","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP / 单机价值量 / BOM 价值 | 待核验 / 测算 / 缺口保留 | ASP、单机价值量、BOM 占比和价格带必须标注测算来源或缺口,未补证前不得升级。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-029-0033-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L33","71413faf60199ea9ae2e99d2c792fabfd0291bfddc576ed8d815578c9b4f09ed","247","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 客户 / 主供 / 独供 / 供应链阵营 | 待核验 / 测算 / 缺口保留 | 客户、主供、独供、阵营归属和供应关系需公司侧或客户侧官方证据。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-029-0033-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","33","33","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L33","71413faf60199ea9ae2e99d2c792fabfd0291bfddc576ed8d815578c9b4f09ed","247","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户 / 主供 / 独供 / 供应链阵营 | 待核验 / 测算 / 缺口保留 | 客户、主供、独供、阵营归属和供应关系需公司侧或客户侧官方证据。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-029-0034-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L34","028d80d746d7ccf22c47ee5e92a742ded1e94aba35ed811f07eb2ce140647539","259","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产能 / 产销 / 交付 / 良率 | 待核验 / 测算 / 缺口保留 | 产能、产销、交付、良率、寿命和可靠性均保留待核验,不得由研报迁移稿直接确认。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-029-0034-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","34","34","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L34","028d80d746d7ccf22c47ee5e92a742ded1e94aba35ed811f07eb2ce140647539","259","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产能 / 产销 / 交付 / 良率 | 待核验 / 测算 / 缺口保留 | 产能、产销、交付、良率、寿命和可靠性均保留待核验,不得由研报迁移稿直接确认。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-029-0035-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L35","5d64da9a832693f9c64eba84a8f4b8ff8e11a200dc0f04617af088b1395e1ed6","262","2","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 毛利 / 份额 / 利润池 / 话语权 | 待核验 / 测算 / 缺口保留 | 毛利、份额、利润池和话语权判断只能作为待审分析,不构成正式结论或投资建议。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-029-0035-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L35","5d64da9a832693f9c64eba84a8f4b8ff8e11a200dc0f04617af088b1395e1ed6","262","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 毛利 / 份额 / 利润池 / 话语权 | 待核验 / 测算 / 缺口保留 | 毛利、份额、利润池和话语权判断只能作为待审分析,不构成正式结论或投资建议。 | SUBINDUSTRY_FIELD_DOWNGRADED_PENDING_OUTPUT_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-029-0037-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","37","37","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L37","ae01a7faaf01b0ea525d4b9e250d3544ea8ffedc2d49f34927c0f66827a6cd27","129","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/subindustry14_field_downgrade_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-029-0039-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L39","ca11e704d49f4a2dd3073d92d19772b04fa8a551195f94b650f457dd1c6e7a2a","63","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-029-0039-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L39","ca11e704d49f4a2dd3073d92d19772b04fa8a551195f94b650f457dd1c6e7a2a","63","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 0.2 正文强字段降读和证据标注(NEXT-ROBOT-031)"
"FOHLSRC-FOHLBASE-029-0043-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","43","43","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L43","90e462ecb148c59615fe2265334e1a379d1b892e751c1ee787014862875c9be0","197","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 核心结论 / 环节定位 | 将赛道结论、价值判断和商业化阶段降读为待审分析,不写成审核通过结论。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-029-0044-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","44","44","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L44","c30461c0700dc301eb90303898ca61e4492d5c7c51bc96a9e63b0c194b6db475","200","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 产品边界 / 技术路线 | 产品和路线描述保留为待审结构,明确不能替代参数、可靠性或路线胜率证据。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-029-0045-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","45","45","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L45","692b78c0f1644130a50fd895f9aa614fb10e9e4b8b37fed5f01054da8aa3c417","196","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 市场规模 / 出货 / 渗透 / ASP 测算 | 市场空间、出货、渗透、ASP 和单机价值量均需标注测算或缺口。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
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"FOHLSRC-FOHLBASE-029-0047-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","47","47","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L47","ff8af3b63897d9e23cb1e24af2e7532c9ffb4d15e4aa83c5c640eedd4cf66b4e","179","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 公司格局 / 竞争份额 | 公司映射、竞争份额和卡位判断不代表正式公司池或覆盖完整。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-029-0048-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L48","6a1be6d5cedd135abc33fa473bf1788d3ac39533700992e20fb3710ac3b03552","197","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 客户供应链 / 产能交付 | 客户、主供、独供、产能、交付和良率保持待核验,需官方或客户侧补证。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-029-0048-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","48","48","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L48","6a1be6d5cedd135abc33fa473bf1788d3ac39533700992e20fb3710ac3b03552","197","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户供应链 / 产能交付 | 客户、主供、独供、产能、交付和良率保持待核验,需官方或客户侧补证。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-029-0049-P","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","PROCESS_MARKER","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L49","65adc2cb7d697fa50f2d7df218078564fc9e042204bf9fddd519332d0f157325","191","1","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PROCESS_STATE_ONLY","SOURCE_ITEM_EXTRACT_V1","NEXT-ROBOT|AUDIT-ANA|RUN-ANA|PENDING_OUTPUT_REVIEW|NOT_OUTPUT_PASS","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-029-0049-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","49","49","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L49","65adc2cb7d697fa50f2d7df218078564fc9e042204bf9fddd519332d0f157325","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 风险、限制和不能外推 | 明确不得对外交付、不得标记完成、不得输出通过、不得作投资建议。 | SUBINDUSTRY_BODY_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS |"
"FOHLSRC-FOHLBASE-029-0051-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","51","51","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L51","fb061b6bcae56bc314070d18f434ab263b9397bfed2b1d2cf0ed9bae27ac6ad3","128","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","证据入口:ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/evidence/subindustry14_body_downgrade_scope_20260705.csv。"
"FOHLSRC-FOHLBASE-029-0056-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","56","56","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L56","2d231e32088322ec37dc12412be1c04eea5046957aeb77ddd202925bf3c76f6d","371","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 本文从原《执行器 / 关节模组深度梳理结果》中拆出产业链视角,只回答“执行器 / 关节模组由哪些零部件构成、核心成本和利润池在哪里、哪些公司卡住关键供给、哪些供应链证据已经可验证”。市场空间、价格、份额和收入弹性放在《执行器关节模组市场深度梳理结果》中。"
"FOHLSRC-FOHLBASE-029-0058-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","58","58","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L58","2b465f99771beeb2aea564c6ebbc0d234de29c62ef56f4d31717f4d8aa2cc9a0","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 1. 资料口径"
"FOHLSRC-FOHLBASE-029-0064-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","64","64","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L64","3b26373f6457c0cab5801395f1f67a97f9aa38406f5997ead03634efd6c2954e","177","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 原综合稿 | `../../../../raw/existing_research/归档/旧版梳理结果_20260528前/执行器关节模组深度梳理结果.md` | 拆分产业链、市场和公司字段 |"
"FOHLSRC-FOHLBASE-029-0065-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","65","65","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L65","506e3dc54b8f7cabafe8e14176e53e07739cef7ecd26eabad73a228715e26c29","262","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 研报批次 | `industry_source_archive/data/report/new_batch_20260526/batch_summary.json`、`industry_source_archive/data/report/new_batch_20260524/batch_summary.json` | 拓普、三花、伟创、英搏尔、精锻、双环、新坐标及行业深度补充 |"
"FOHLSRC-FOHLBASE-029-0074-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","74","74","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L74","5573317ca991c693483476312bd3bb8647fe015bff11ecbd658b00f542f0fdc8","124","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 电机、减速器、丝杠、力传感器已有专题,本文只分析它们在执行器 BOM 和供应链中的位置。"
"FOHLSRC-FOHLBASE-029-0075-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","75","75","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L75","2f3980b08138b31e4689ebbe3a10cccc5b3f3d6a739b44cd2a387cff32ab0494","155","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 研报中的客户、份额、供货量、单机价值量和盈利预测,除非有公告或年报验证,否则只按“线索 / 待验证”处理。"
"FOHLSRC-FOHLBASE-029-0077-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","77","77","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L77","61f52cc844289180ac721d2840f48097b77c1fd06e9967ac9209ec6cd696855a","354","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-执行器关节模组_详细介绍-01-CORE):核心结论、赛道空间、产业位置和商业化判断均需降读为待审分析。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-029-0079-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","79","79","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L79","e0bae0a06a89773e4be0efd46fc49c1f3b17dd8e2c4a3fd9341cd7c295850a31","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 2. 核心结论"
"FOHLSRC-FOHLBASE-029-0083-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","83","83","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L83","4cd2d652a4cd8d143726bad0a63add0d95a404289db1e3f92f555e2963f4d64c","279","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","产业链利润池不只在单个零件,而在“电机 + 传动 + 传感 + 驱控 + 结构 + 测试”的系统集成。单一零部件供应商不一定有强话语权,能参与客户定义、联合开发、模组总成和规模交付的公司更可能靠近产业主线。"
"FOHLSRC-FOHLBASE-029-0087-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","87","87","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L87","4ee42858c29ae0c06e485b903b0cc9209ca1051f3aaac24b7c15a5fda852f499","290","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","汽车零部件企业具备规模制造、客户响应和海外产能优势,但不能直接把汽车齿轮、电驱、热管理能力等同于机器人执行器收入。机器人关节的核心验证仍是:客户定点、样品到量产、良率、寿命、供货周期和 ASP 年降。"
"FOHLSRC-FOHLBASE-029-0089-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","89","89","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L89","4954fa0ee95636a56d959e7f1512bbeb827c3e8f9ac41e627dee247aa427bc4e","351","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-执行器关节模组_详细介绍-02-PRODUCT):产品边界、技术路线和环节拆分仅保留范围 / 产品层待审线索。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-029-0091-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","91","91","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L91","f9926e6403a50122666b34310e84d8185dea19a4e89644cfe60b034b07ecd7a3","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 3. 产品边界"
"FOHLSRC-FOHLBASE-029-0102-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","102","102","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L102","e05a315583fcecbe29ffe7d115393dafe85e446f3d9c9fec3f709ecb4b4cdb61","88","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 整机本体 | 作为下游纳入 | 用于判断需求、技术路线和客户验证 |"
"FOHLSRC-FOHLBASE-029-0115-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","115","115","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L115","bb2de81d402a8e60b06ab5c11b59baa7ed7f7be27f525618dba8d073851809b8","357","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-执行器关节模组_详细介绍-03-MARKET):市场规模、出货量、渗透率、ASP 和单机价值量均需标注测算或缺口。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-029-0117-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","117","117","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L117","034428a3fd46ff8a7550776a29d5a48613897e660da533cab01b4910a089dba7","18","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 4. 技术路线"
"FOHLSRC-FOHLBASE-029-0119-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","119","119","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L119","55db7a01eeb5eabd267184f37f24f01be26eb39870e2ab17ad6ba8dec611c81a","24","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 4.1 旋转 vs 直线"
"FOHLSRC-FOHLBASE-029-0123-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","123","123","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L123","418da2f87fd2dfb2bc58ce87c14630ab92e1e6749b94ce4337dcc7021b320966","217","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 旋转执行器 | 成熟度高、成本较低、控制相对简单、供应商多 | 空间布置受限,动态特性受减速器影响 | 肩、腕、腰、髋、颈部 | 短期确定性更高,国内本体主流 |"
"FOHLSRC-FOHLBASE-029-0125-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","125","125","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L125","9a8c497656753c4efa76adce209fb2d06ef3b9214894d9315f3e3467f2ef8b08","140","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 旋转 + 直线混合 | 性能和成本平衡 | BOM 和供应链复杂 | 高端人形机器人 | 中长期更可能按关节位置分工 |"
"FOHLSRC-FOHLBASE-029-0127-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","127","127","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L127","1643461e2cd437618637d1b1b135b9662366f0dc076ec867611ed9f54832912c","20","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 4.2 驱动范式"
"FOHLSRC-FOHLBASE-029-0137-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","137","137","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L137","a991d3d441751e0eff621a291519c5b726a1c10515a5dabaeb79c81bc3e86259","20","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 4.3 传动路线"
"FOHLSRC-FOHLBASE-029-0144-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","144","144","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L144","d2057f08f0d23f1b1d109ebcb215810c84473f1f8967e70ce3e1db1e4a0701e7","226","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 摆线针轮 / 新型摆线 | 负载分散、抗冲击、精度和承载平衡 | 小型化和量产验证不足 | 科盟创新、中大力德、双环、豪能、精锻等 | 腰、髋、下肢等高负载关节潜在路线 |"
"FOHLSRC-FOHLBASE-029-0148-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","148","148","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L148","44e1cfe9803c1a32f9296ce151514a72b080b3c7cf3d05f458a253f4fd62d9e2","20","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 4.4 工艺路线"
"FOHLSRC-FOHLBASE-029-0154-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","154","154","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L154","ee733ade28916c12e0369a04f761e5230ec7b909d3cc540bf4bf815ee66bec0f","139","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 车削 / 以车代磨 | 提高效率、降低成本 | 浙海德曼、日发精机等 | 能否替代磨削取决于 C3 / C5 精度要求 |"
"FOHLSRC-FOHLBASE-029-0155-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","155","155","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L155","c09e69fd71df8921c8d76e4695acbf560095fea115cfeba26ab4318ceb26efb5","142","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 精冲 / 冲压 | 谐波柔轮、摆线轮、行星齿轮等潜在高效制造路线 | 翔楼新材等 | 适合观察,仍需量产验证 |"
"FOHLSRC-FOHLBASE-029-0156-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","156","156","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L156","906e0d913fa152f8bc8933fff36a3a9a2af778d07335ad3ccc66af5b793d7653","140","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| MIM / 注射成形 | 微型齿轮、复杂小件、轻量化结构 | 兆威、MIM 供应商等 | 对灵巧手和微型执行器更直接 |"
"FOHLSRC-FOHLBASE-029-0158-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","158","158","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L158","1fe95718dac44f18d36b3665a6c3bad007351066883be30e8d068ea82af734fc","340","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-执行器关节模组_详细介绍-04-CHAIN):产业链价值量、利润池和话语权判断不能替代证据结论。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-029-0160-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","160","160","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L160","143711c2b33937602800fa6790596b7c87eed69e759e171fb62b4a606a73aee0","21","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 5. 产业链拆解"
"FOHLSRC-FOHLBASE-029-0162-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","162","162","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L162","ca8cd5c7be0209f244be20f8777f830f426b3dcbc3ff519bb024359b3e638294","14","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 5.1 上游"
"FOHLSRC-FOHLBASE-029-0164-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","164","164","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L164","2ed78e6027a9cf8a0e39dcd9e235f4a8f9ebcfcbc06f7a9e4e7154cdaafe5065","97","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 上游环节 | 对执行器的作用 | 代表玩家 | 价值量 / 利润特征 | 研究判断 |"
"FOHLSRC-FOHLBASE-029-0166-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","166","166","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L166","69ee717598756d908a027360ecf1d6898a0a435196bffe0a1dd81ffb1762a7dc","214","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 磁材、铜线、硅钢 | 决定电机效率、扭矩密度和成本 | 中科三环等磁材厂,铜 / 硅钢供应商 | 原材料价格波动影响毛利 | 不是单独卡位执行器,但影响电机成本 |"
"FOHLSRC-FOHLBASE-029-0167-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","167","167","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L167","11fbfb131c44bfc0ab6e18c6688ba67200ad76e465397d539a5aaf0eb5399e81","213","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 无框力矩电机 | 旋转 / 直线执行器动力源 | 雷赛、步科、伟创、汇川、禾川、鸣志、江苏雷利等 | 高性能产品毛利较好,但 ASP 会下行 | 执行器核心零部件之一 |"
"FOHLSRC-FOHLBASE-029-0168-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","168","168","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L168","b6e65af9b047579d011f78a8f2ca769a86513751f3b4eb21ef7cbe0ddb0e9e91","202","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 驱动器 / 控制器 | 控制电机运动、通信和保护 | 伟创、英搏尔、汇川、雷赛、步科、禾川等 | 软件和驱控算法提升附加值 | 与模组集成后客户黏性更强 |"
"FOHLSRC-FOHLBASE-029-0169-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","169","169","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L169","cfccef6dd10f568e796c47b49922c0e83685f2ed49cb4b9d9eee81fcafaaefb5","208","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 减速器 | 降速增扭,影响精度、寿命、回差 | 绿的谐波、双环 / 环动、中大力德、丰立、精锻、豪能等 | 高壁垒,价格下降压力并存 | 旋转关节核心利润池 |"
"FOHLSRC-FOHLBASE-029-0172-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","172","172","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L172","1233d56f15a5f9ff37628673cea702884b1a69da41957ae8a4f50506ab66cb0b","193","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 力矩 / 力传感器 | 力控闭环、过载保护和交互安全 | 柯力、安培龙、坤维、蓝点、星汇、开特等 | 标定和一致性影响毛利 | 与力传感器专题打通 |"
"FOHLSRC-FOHLBASE-029-0174-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","174","174","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L174","3a83f49066324014de3ec4f492cc1649e5d137f68860535206779baba4e09f2b","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 加工设备 | 决定丝杠和减速器精度与产能 | 华辰、日发、浙海德曼、秦川、创世纪、思进等 | 量产初期可能稀缺 | 是“铲子”环节,适合单独跟踪 |"
"FOHLSRC-FOHLBASE-029-0176-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","176","176","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L176","3a736457b94cfe3fd5dc1aac0684b17d03e136055f721b0bf04015c3c7667c0f","14","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 5.2 中游"
"FOHLSRC-FOHLBASE-029-0178-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","178","178","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L178","4dc760f14a293b17a125171766246a17d2bbef3534835127f1f0bed88e414c31","82","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 中游环节 | 做什么 | 难点 | 对成本 / 毛利的影响 | 关键玩家 |"
"FOHLSRC-FOHLBASE-029-0183-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","183","183","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L183","67d42a0be399f544dcd59241091936ca5c88d92936d6e7c911a4cec21a62c20c","181","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 测试 / 标定 | 扭矩、位置、寿命、噪声、过载和一致性测试 | 测试设备、节拍、数据闭环 | 量产瓶颈之一 | 总成厂和头部零部件厂自建 |"
"FOHLSRC-FOHLBASE-029-0184-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","184","184","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L184","6d416c7279be6fed153c2c0c9e7fadb10b02ca9ec3e1c63a83bab74a89ed3668","208","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 关节模组装配 | 把多零件封装成可交付模组 | 自动化、工装、良率、可维护性 | 影响单位成本和交付周期 | 拓普、三花、伟创、英搏尔、中大力德、富临等 |"
"FOHLSRC-FOHLBASE-029-0185-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","185","185","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L185","94024b62bec4c80f339708141135df41b8c47890c3b262afa9ba8cb0f2e44925","184","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 海外产能配套 | 满足全球客户本地化供货 | 资本开支、认证、产能爬坡 | 影响进入国际供应链概率 | 拓普、三花、伟创、新坐标、双环等 |"
"FOHLSRC-FOHLBASE-029-0189-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","189","189","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L189","796462882986abc0dcd850622e1c1671468095b8107c4c2d6d1698deec62d567","116","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 样品难点在“能做出来”,量产难点在“每一个都一样、成本足够低、坏了能追溯”。"
"FOHLSRC-FOHLBASE-029-0191-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","191","191","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L191","8fcafe9a446c21badf3e3486f125ce47eaecf093ebd4b33127ca0994a3ea4b7f","137","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 总成厂如果只是装配,话语权有限;如果能参与客户定义和联合开发,价值量和客户黏性会明显上移。"
"FOHLSRC-FOHLBASE-029-0193-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","193","193","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L193","68f61c34d1d13e7c6bae86f0d336bc5c44bb0cb3f281ac741cd6391dd7075175","14","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 5.3 下游"
"FOHLSRC-FOHLBASE-029-0197-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","197","197","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L197","ebee3025a59bfb1aa09bac492f01d310b05b6a1fab5b8d803f30c920f1cf0b86","214","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 特斯拉 Optimus | 高度模块化执行器,旋转 + 直线混合 | 研报口径为量产准备 | 产线建设、代际迭代、内部工厂验证 | 供应商定点、产线节拍、BOM 降本、海外产能 |"
"FOHLSRC-FOHLBASE-029-0198-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","198","198","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L198","d08d030c2e39d3c1ed33db20fc1be43013384ee45307bf039296fa4786370c7d","187","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 国内人形整机 | 不同自由度和关节方案并存 | 小批量 / 场景落地 | 政策、租赁、工业 / 商服应用 | 宇树、智元、优必选、小鹏等出货和采购 |"
"FOHLSRC-FOHLBASE-029-0199-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","199","199","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L199","1af1c457246c3ac470fd4ab90a0eab7e11ff423f571d8161aef26185fcdcc8d7","163","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业机器人 / 协作机器人 | 成熟执行器和减速器需求 | 已商业化 | 国产替代、自动化复苏 | 减速器、伺服、关节模组销量 |"
"FOHLSRC-FOHLBASE-029-0200-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","200","200","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L200","7a909f12646fba3b7cb6c516f4d277d1e4c713fabfaa3616f89e4ad7cd1a79cc","149","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 四足 / 机器狗 | 高动态、抗冲击、准直驱 | 已有商用 | 安防、巡检、科研、军工 | QDD 关节出货、寿命、失效率 |"
"FOHLSRC-FOHLBASE-029-0201-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","201","201","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L201","f8d7086ad52716ff36124cc8e278d62a161021e02867d3673b9d6272f9a09bc6","166","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 工业搬运 / 巡检 / 教育 | 人形机器人首批应用场景 | 早期 | 重复性强、容错高、政策支持 | 订单金额、部署时长、维护成本 |"
"FOHLSRC-FOHLBASE-029-0203-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","203","203","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L203","1ca4b3b3dae65325aea596ae68c35bd2d2f6f859f4795d425d36a6e42ae3c95c","351","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-执行器关节模组_详细介绍-05-COMPANY):公司映射、竞争格局和份额判断不代表正式公司池或覆盖完整。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-029-0205-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","205","205","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L205","e7b94fe630559484739161c9ed5f27ae0bb4739d3ae91af9c0328f4512051e7b","45","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 6. 成本结构、盈利模式和利润池"
"FOHLSRC-FOHLBASE-029-0207-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","207","207","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L207","199e1389d582af88e249a66262b91bf5349e35fdc0e5a359a72ce0a60407878c","20","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 6.1 成本拆分"
"FOHLSRC-FOHLBASE-029-0211-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","211","211","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L211","f91ea7e7b198f3253db1cf6cb79dcf8a925d1831d1574f0bd046ceb0af4b98a4","169","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 旋转执行器 | 谐波减速器、扭矩传感器、无框力矩电机 | 36.0%、30.0%、13.5%,三项合计 79.5% | 减速器、力控和电机是主要利润池 |"
"FOHLSRC-FOHLBASE-029-0212-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","212","212","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L212","e87277eca97a6ed094e1520a725f76de7a60690dec461a06bdcb767397921f86","171","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 直线执行器 | 行星滚柱丝杠、力传感器、无框力矩电机 | 64.2%、16.1%、7.2%,三项合计 87.5% | 丝杠是直线执行器最大瓶颈和成本项 |"
"FOHLSRC-FOHLBASE-029-0213-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","213","213","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L213","255d3f0196cb9a6f77f00a3f0a8ad14e3d0c9c243d27ec76dba95c99f35ac559","198","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 拓普研报测算 | 百万台规模下执行器单机价值量约 4.1 万元 | 成本占比约 30%,对应市场约 413 亿元 | 适合作为价值量口径,不宜直接当确定市场规模 |"
"FOHLSRC-FOHLBASE-029-0214-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","214","214","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L214","fe88e5b411379e32989d4851b02086b2ad254a12b9dc20580b9517f7dbfafbf6","193","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 三花研报测算 | 旋转执行器单组约 4730 元,直线执行器单组约 7760 元 | 按 14 组旋转、14 组直线测算 | 属于研报 BOM 假设,需拆机或客户采购验证 |"
"FOHLSRC-FOHLBASE-029-0216-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","216","216","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L216","eae6512b34cdfd7f47ca9da508e75d3764d7e31bdf77cd8a4b01fd7e2e4b763a","20","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 6.2 盈利模式"
"FOHLSRC-FOHLBASE-029-0218-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","218","218","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L218","362692a5709df94e42b9a0aac354fb9c84bab4d140d31e4811406065ce2ee6d9","70","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 盈利模式 | 典型玩家 | 利润来源 | 适合场景 | 风险 |"
"FOHLSRC-FOHLBASE-029-0221-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","221","221","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L221","8c2fabfb5d73c4d70d11f31e3df811df43e42c7d1df07ff2e745513ec10c3862","274","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 关节模组 / 执行器总成销售 | 拓普、三花、绿的、雷赛、伟创、中大力德等 | 系统集成、装配良率、测试标定、客户共同定义 | 人形机器人、四足、协作机器人 | 若只是装配,价值会被核心件和整机厂切走 |"
"FOHLSRC-FOHLBASE-029-0222-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","222","222","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L222","35a29c26398704117acb0241b1180982d09a9e88a853c83e1d42ec67c06a8e7a","268","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 联合开发 / 定制方案 | 三花、拓普、汇川、伟创、英搏尔、双环等 | 早期参与客户定义、平台化复用、锁定后续量产 | 头部本体厂新机型、海外本地化 | 客户路线变化、定制成本高、订单不一定转批量 |"
"FOHLSRC-FOHLBASE-029-0223-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","223","223","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L223","d863be97744df2e470766bc41bec745e3c9386192b595d129578f972d56e4260","274","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 设备 / 工艺 / 降本服务 | 华辰、日发、浙海德曼、秦川、思进、新坐标等 | 加工设备、刀具、冷锻 / 磨削工艺和良率提升 | 丝杠、齿轮、减速器放量阶段 | 设备验收周期长,机器人需求不达预期会影响订单 |"
"FOHLSRC-FOHLBASE-029-0224-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","224","224","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L224","5f27dd0a115bbfeb30d4dea0d18223011d9cc9d1c5f749e9666fd47c2539c219","217","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 售后 / 更换 / 数据服务 | 模组厂、整机厂、测试标定厂 | 寿命管理、返修、标定数据、备件供应 | 工业应用和大规模部署后 | 当前装机量不足,短期利润池不明显 |"
"FOHLSRC-FOHLBASE-029-0226-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","226","226","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L226","cd377f697d7182fb6c9c087a4c4de704dfd6d0d74d9565c14955bb4919c48d69","23","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","### 6.3 利润池判断"
"FOHLSRC-FOHLBASE-029-0228-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","228","228","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L228","7240f92a1eff736684c1ea7047ed0e8b8ae1c8ad1f6efd9d03e086494a7a5422","40","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 利润池 | 受益者 | 关键问题 |"
"FOHLSRC-FOHLBASE-029-0231-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","231","231","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L231","9819664686ef58054cc4b79deb647840468ff698c0413ae31b572b2b07cda589","128","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 直线传动 | 行星滚柱丝杠、滚珠丝杠、冷锻/磨削设备厂商 | 能否降本、良率、精度、客户认证 |"
"FOHLSRC-FOHLBASE-029-0232-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","232","232","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L232","5ea77dc3e223a35a3fa3031a579848302a52e388006bed154df7081ada35fd9d","127","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 电机和驱控 | 无框力矩、伺服驱动、控制器厂商 | 单机用量、热管理、控制算法、客户平台化 |"
"FOHLSRC-FOHLBASE-029-0233-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","233","233","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L233","20c6dbb408e6418ced4c82f2a83304f58f0749e0979c83ec3b774f73f910ca19","121","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 力控和反馈 | 力矩传感器、六维力、编码器厂商 | 是否标配、精度、标定、供应链稳定性 |"
"FOHLSRC-FOHLBASE-029-0235-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","235","235","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L235","6f2869cbc2cf74c24f2bbe8ee2f63331ec8d117da4a7712f63c32cae4c9dcc00","121","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 模组集成 | 拓普、三花、伟创、中大力德、富临等 | 是否参与产品定义,是否主供或独供 |"
"FOHLSRC-FOHLBASE-029-0237-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","237","237","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L237","04efce5848fd09aae3669e098ada7f91f50b248070ded29c7a5312b9ac437f66","195","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","当前不能直接回答“执行器业务利润是多少”。上市公司整体利润可查,部分业务线利润可见,但具体机器人执行器产品收入和毛利率大多未披露。"
"FOHLSRC-FOHLBASE-029-0239-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","239","239","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L239","04b1bd4ac2abcd0afbcfe3f1f9d92bf3d91daa989496e266d509de016a1a67ca","356","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-执行器关节模组_详细介绍-06-SUPPLY):客户、主供、独供、产能、交付、良率和寿命需官方或客户侧补证。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-029-0241-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","241","241","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L241","5398c16c08d287d8b3914a269aad09e8548228bad6d3cd454722e0b623366a3a","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 7. 环节话语权判断"
"FOHLSRC-FOHLBASE-029-0243-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","243","243","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L243","31e5dcd0f39ffbe423ac6b603a3cd9e93439cdec60217d834a564fc8331731cd","210","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","执行器 / 关节模组的话语权来自“参与定义 + 核心件掌握 + 集成良率 + 测试标定 + 规模交付”。单一核心件强不等于总成强,汽车平台强也不等于机器人主供。"
"FOHLSRC-FOHLBASE-029-0247-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","247","247","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L247","6f6d67d6652750073898d3d2507ac2db9999a5f6f1486112304c8d692d138a5b","346","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 旋转关节 | 谐波 / 行星 / RV 等传动件,电机和编码器协同,装配同轴度和寿命 | 绿的、双环 / 环动、雷赛、步科、中大等核心件玩家;拓普、三花等总成玩家在导入 | 本体厂自研模组、多供、价格年降 | 短期确定性最高,但利润会在核心件和总成之间重新分配 |"
"FOHLSRC-FOHLBASE-029-0248-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","248","248","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L248","f125a2b49ef25d6db9b816368cb1dd04259bac1312a3321c270406bcbb924159","298","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 直线执行器 | 行星滚柱丝杠、滚珠丝杠、力传感、装配精度和抗冲击 | 五洲、贝斯特、恒立、北特、新坐标、三花等具备路线线索 | 丝杠良率、成本、路线不确定,特斯拉方案影响大 | 弹性大但验证不足,不能只看规划产能 |"
"FOHLSRC-FOHLBASE-029-0249-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","249","249","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L249","4c84029cc438cbe6ef097732cab90a1d3fc6b059d193eb2ede183f25ef6ef1ab","301","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 准直驱 / 高动态关节 | 高扭矩密度电机、低减速比传动、驱控算法、热管理 | 雷赛、步科、汇川、伟创、宇树等更接近运动控制 | 电机发热、成本、控制难度、客户自研 | 可能削弱部分传统减速器价值,但提升电机和控制权重 |"
"FOHLSRC-FOHLBASE-029-0250-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","250","250","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L250","7612f407e7a04e2a7e16fa008264a1d79cc451b10a15fe56edbae948a5c67ab6","302","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 总成 / 模组平台 | 客户共同定义、BOM 管理、装配良率、测试标定、售后 | 拓普、三花、汇川、雷赛、伟创、绿的等 | 若核心件外采且接口由本体厂定义,总成话语权会被压缩 | 真正有话语权的是能参与定义并稳定交付的总成厂 |"
"FOHLSRC-FOHLBASE-029-0251-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","251","251","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L251","698d28d8438fb3ba5d38c626875cd42a4191db4353edced07f09c0429f4a1565","247","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 设备和工艺 | 冷锻、磨削、检测、刀具和自动化线 | 华辰、日发、浙海德曼、秦川、思进、新坐标等 | 设备需求受下游量产节奏影响 | 放量初期可能形成隐性瓶颈,适合跟踪订单和验收 |"
"FOHLSRC-FOHLBASE-029-0252-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","252","252","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L252","dbf2819a1b748b38cff0fc8581703b11b3f33b586681a9ea34b2ec9f82e73b21","295","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 海外本地化供货 | 海外基地、客户认证、关税和交付响应 | 三花、拓普、伟创、新坐标、双环等具备海外布局线索 | 海外客户认证周期、产能利用率和订单覆盖 | 是进入全球头部客户的重要门槛,但不能替代客户定点证据 |"
"FOHLSRC-FOHLBASE-029-0254-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","254","254","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L254","7aee4baa45384b3b2c14b715e0e744046b5ba76a1ebe1b54bfdac7018f16cf22","345","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","> 子行业正文降读标注(SUB14-20260705-执行器关节模组_详细介绍-07-RISK):风险、限制和投资相关表述不得外推为正式结论或投资建议。 当前段落只作为既有研究承接稿的待审输入;未完成输出通过审核前,不得对外交付、标记完成、声明覆盖完整或升级强字段。"
"FOHLSRC-FOHLBASE-029-0256-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","256","256","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L256","f81c64b94917dddd21720086bc843245d985b12895d5331fcd1111a5ab128908","39","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 8. 企业核心竞争力横向对比"
"FOHLSRC-FOHLBASE-029-0258-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","258","258","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L258","860e28c6a3ff5e84c3a275950d206e159117bd3e4bcf73917791852adb855c31","148","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 公司 | 技术 / 产品类型 | 制造与集成能力 | 客户关系 | 销售 / 交付能力 | 财务兑现 | 核心竞争力判断 | 待验证 |"
"FOHLSRC-FOHLBASE-029-0260-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","260","260","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L260","c2c38a5aa694ff0ddcd16a54b052ae8bfaa8aa91b515a7f3ede2975cbc31324d","560","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 拓普集团 | 直线执行器、旋转执行器、灵巧手电机、结构件、传感器和柔性皮肤 | 车端 Tier0.5 平台、精密制造、全球产能;机器人执行器事业部已设立 | 年报披露客户认可、多轮送样,客户未具名 | 车端全球交付强;机器人 50 亿元基地和产线进度需验证 | 2025 年机器人执行器收入 1359.12 万元、毛利率约 28.25% | 平台迁移型总成候选,已有初始收入锚,但机器人收入占比很小 | 客户、产品数量、ASP、产能利用率、主供关系 |"
"FOHLSRC-FOHLBASE-029-0261-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","261","261","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L261","bf74a839e9b4cf7f597099bd59980568f14f461de8e4a68333bded34ea3eea6f","540","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 三花智控 | 机电执行器、域控制器、旋转 / 直线执行器、谐波海外合作 | 电机控制、阀泵精密制造、全球基地;机器人专项团队和 38 亿元基地规划 | 配合客户研发、试制、迭代、送样,客户未披露 | 全球热管理客户和海外产能强,机器人交付待验证 | 2025 年收入 310.12 亿元,机器人收入未披露 | 主业组织能力强,机器人处研发 / 送样阶段;不宜写成已主供 | 定点、订单、收入、基地建设、核心件自制比例 |"
"FOHLSRC-FOHLBASE-029-0262-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","262","262","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L262","e3c78d7fd913d294c27d97045babeb171fafb9c1c0c06664136e0ac3a7bb9cc7","536","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 绿的谐波 | 谐波减速器、旋转执行器、线性执行器、行星滚柱丝杠 | 谐波减速器量产能力强,机电一体化产品放量,2025 年产销数据清楚 | 年报称多家头部具身智能企业核心供应商,客户未具名 | 直销为主,国内主导,海外进入国际主流市场线索 | 机电一体化产品 2025 年收入 0.74 亿元、毛利率 40.89% | 旋转关节核心件和模组确定性最强的国内公司之一 | 人形客户、型号 ASP、寿命、机电一体化产能利用率 |"
"FOHLSRC-FOHLBASE-029-0263-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","263","263","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L263","13ad6bd3b16de0a9041a9c75cb685515cf785ac0018d52fa294385a872b6d22b","568","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 雷赛智能 | 无框力矩电机、空心杯、编码器、关节模组、灵巧手 | 2025 年无框交付超 12 万台;关节模组和灵巧手开始规模化供货;200 万台产能建设 | 进入国内 80% 主流人形机器人厂商供应体系,获智元优秀供应商伙伴 | 工控渠道 + 机器人客户导入,客户名单和份额未拆 | 2025 年收入 18.74 亿元,机器人单项收入未披露 | 机器人核心部件商业化强,但总成收入和主供份额仍需验证 | 单项收入、客户供货量、ASP、良率、产能利用率 |"
"FOHLSRC-FOHLBASE-029-0264-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","264","264","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L264","eb56c1440c69f4c9fdb2a96aed71587d240f9c2c55b2d220a71d53df76d29f3c","490","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 步科股份 | 低压伺服、伺服轮、无框力矩电机、关节平台 | 移动机器人低压伺服和伺服轮已批量;无框销量 2025 年约 8.3 万台 | 人形客户从小批量订单到批量订单,客户未披露 | 机器人行业收入占比高,海外拓展中 | 2025 年机器人行业收入 3.71 亿元,占总收入约 51.25% | 兑现型运动控制玩家,强在移动机器人和无框电机 | 人形客户、无框 ASP、机器人产品毛利、库存周转 |"
"FOHLSRC-FOHLBASE-029-0265-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","265","265","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L265","18891cd11edfd6f8db6e3f57a7611c365cf5e4a3afc45ac54b1451484774dbbd","503","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 汇川技术 | 伺服、低压驱动、无框力矩、执行器、丝杠、编码器、仿生臂 | 工控全栈平台、工业机器人份额和产能基地部署 | 人形机器人零部件客户未披露 | 分销为主、战略客户直销,工业客户和渠道能力强 | 2025 年收入 451.05 亿元,新兴产业含智能机器人和数字能源,机器人未拆 | 平台能力强,但人形单品主供不能由工控份额外推 | 人形零部件收入、客户、参数、产能利用率 |"
"FOHLSRC-FOHLBASE-029-0266-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","266","266","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L266","e647254d1d9670599912bbe0b2199bab4cf26caefca75b2d49f31b8bb9db0453","391","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 伟创电气 | 电机、驱动、关节模组、空心杯 / 无框线索 | 工控和驱控平台能力,模组方案线索明确 | 机器人订单和客户仍需公司 / 客户侧验证 | 工控销售基础较强 | 公司收入和毛利可见,机器人执行器收入未拆 | 方案型观察对象,需验证量产和客户 | 机器人订单、执行器收入、客户、量产能力 |"
"FOHLSRC-FOHLBASE-029-0267-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","267","267","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L267","c437d236069cfaf63a2c9f382289850edbc7789824b2bb85ff69059104a0c109","394","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 英搏尔 | 电驱、电源、电机控制器向关节模组延伸 | 新能源电驱和控制能力,联合丰立等合作传动模块 | 机器人客户和供货阶段未充分披露 | 车端电驱客户和工程能力可迁移 | 车端收入可见,机器人关节模组收入未拆 | 电驱能力迁移型玩家,机器人仍早期 | 关节模组客户、收入、毛利、产品参数 |"
"FOHLSRC-FOHLBASE-029-0268-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","268","268","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L268","2544b2922f0e28a3cda3ec0a1ccd7b1b7b4b7bbe3182222e2ffd5f3eceddccfb","416","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 双环 / 环动科技 | RV、谐波、精密齿轮、智能执行机构 | 工业机器人 RV 量产验证强,谐波和智能执行机构导入 | 工业机器人客户基础强,人形客户待验证 | 直销工业客户基础较好 | 环动 RV 收入和利润较清楚,人形收入未拆 | 强在成熟工业机器人传动,执行器总成仍需验证 | 人形客户、总成收入、ASP、产能利用率 |"
"FOHLSRC-FOHLBASE-029-0269-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","269","269","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L269","ab70e5a5420955670278b8af32cd6f4ffd383112a1dd55d17840129e0fac7581","473","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 新坐标 / 华辰 / 日发 / 浙海德曼等 | 冷锻、磨削、车削、丝杠和齿轮加工设备 | 影响丝杠、齿轮、减速器降本和良率 | 客户多在上游零部件厂,终端本体客户穿透不足 | 设备订单和验收周期决定收入节奏 | 公司收入可见,机器人专用收入未拆 | 是“铲子”环节,不是执行器总成;话语权取决于设备订单和工艺替代 | 机器人设备订单、验收、单台 ASP、复购 |"
"FOHLSRC-FOHLBASE-029-0271-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","271","271","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L271","6d5c2ad5ae1735b8c01765d6e78512ec9c10ae2d87f2f8ee883457ea3a739f6d","30","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 9. 客户和供应链证据"
"FOHLSRC-FOHLBASE-029-0275-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","275","275","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L275","279f85ae8bb3b5847742440d56f0076404dae4511a71d15ef590f4a01992e6ab","178","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 上市公司财务 | 拓普、三花、伟创、英搏尔、精锻、双环、新坐标 | 公司体量、利润能力、业务基础 | 机器人执行器单品收入和毛利 |"
"FOHLSRC-FOHLBASE-029-0276-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","276","276","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L276","588e15e153f22cee702537be95d74e9c93480a62bea60749740a70124777ac3e","181","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 项目和基地线索 | 拓普宁波基地、三花机电执行器基地、新坐标丝杠公司等 | 资本开支和产能准备 | 客户锁定、产能利用率、量产良率 |"
"FOHLSRC-FOHLBASE-029-0277-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","277","277","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L277","08117e77dc6ed9456101c5021bd3c85c7e3c8c9a3e2500d5fb78d4125189705d","175","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 合资 / 参股 | 三花谐波合资、精锻太平洋智能关节、英搏尔与丰立合作、新坐标精密传动 | 产业链卡位方向 | 实际订单和盈利贡献 |"
"FOHLSRC-FOHLBASE-029-0278-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","278","278","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L278","241463ce78df5bd7ddb4c5bea9071d1ce62c4eacb9322191993e2cb3232c7e29","145","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 研报客户口径 | 特斯拉、国产本体厂、全球核心客户等 | 跟踪线索 | 主供 / 独供、供货量、ASP、客户侧确认 |"
"FOHLSRC-FOHLBASE-029-0281-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","281","281","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L281","a14f09f07b39ea726cb82a1ee0de0c4086fbeca3948cd986b83df0e43f261522","24","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","供应链分析原则:"
"FOHLSRC-FOHLBASE-029-0283-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","283","283","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L283","547596d26b01c8c19381ca896470db7230ce2b4fd5bcfd926ce60c177fd0e84d","83","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- “技术交流、送样、小批量、批量、主供 / 独供”必须分层。"
"FOHLSRC-FOHLBASE-029-0284-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","284","284","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L284","07f958c9b0a96ce01474e800e696d2d28d081b61bf8b96df964bd8041e58e899","131","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- “进入供应链”不能一笔带过,要追问在哪个型号、哪个部位、供多少、卖多少钱、谁负责售后。"
"FOHLSRC-FOHLBASE-029-0285-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","285","285","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L285","6d17716c4e6db2e8cd3d2630b6b361dec94c23ba5211d777d5a170cd08809afc","98","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 规划产能不等于可用产能,良率、测试节拍和客户认证会影响真实供货。"
"FOHLSRC-FOHLBASE-029-0286-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","286","286","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L286","a93dc1bf66d373202dad546b172fe08a7a8bb3b69dbfff433fdf934d25bfd33d","119","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","- 汽车客户能力有迁移价值,但机器人关节必须重新验证精度、寿命、控制和装配一致性。"
"FOHLSRC-FOHLBASE-029-0288-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","288","288","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L288","6feb74a48c446ceab8033d37d0baef1fa28b34976bfaeaa212f230ad1204a8ec","19","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 10. 增量流向"
"FOHLSRC-FOHLBASE-029-0292-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","292","292","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L292","365ad47349fc71d63ec5cfd04d0a7ad6dfd09920067a1c093ca73596f6169e33","157","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 人形机器人整机量产 | 关节模组、无框电机、减速器、丝杠、力传感器、编码器 | 最大增量,但受整机量产节奏影响 |"
"FOHLSRC-FOHLBASE-029-0295-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","295","295","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L295","cd593d80c8946df769651993cfd46c416f9ee6c08948056298b44827551e1ff0","109","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 模组化封装 | 总成厂、测试标定、结构件、热管理和线束 | 有利于平台型供应商 |"
"FOHLSRC-FOHLBASE-029-0297-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","297","297","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L297","9de728072ee72da79bad24bd4f5e9f2a77f48223885db7c4766030385bd4afdb","97","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 海外产能配套 | 汽车零部件平台型公司 | 特斯拉等全球客户认证是关键 |"
"FOHLSRC-FOHLBASE-029-0300-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","300","300","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L300","6d92c1a6611e42c462e7dd2c7558559696d6e0293c646434366bd51cce89296a","19","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 11. 当前缺口"
"FOHLSRC-FOHLBASE-029-0304-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","304","304","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L304","6bbc635d8771f79397e9a55096eef53f8885808cba27307c7a934a15fc8a0ca4","121","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 环节盈利模式 | 已补框架 | 分公司确认单一核心件、总成、联合开发和设备工艺收入占比 |"
"FOHLSRC-FOHLBASE-029-0305-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","305","305","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L305","57080d7221482cc886639db925e72f0c8cb41db38f29497270dd2b6598c6a304","127","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 企业核心竞争力 | 已补横向矩阵 | 继续补技术参数、客户阶段、良率、产能利用率和组织能力 |"
"FOHLSRC-FOHLBASE-029-0306-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","306","306","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L306","338ec1a04918f8e1ced67517c952eeffcbb9b2b9ed99e3af88f2314229b505fd","106","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 执行器总成收入 | 上市公司大多未拆 | 年报、招股书、调研纪要、投资者问答 |"
"FOHLSRC-FOHLBASE-029-0307-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","307","307","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L307","ecc4b085b7da88448ff465e343c7962825bc11292e88bbff5d1b32140923af65","88","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 客户阶段 | 多为研报口径 | 客户侧公告、供应商大会、采购合同 |"
"FOHLSRC-FOHLBASE-029-0308-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","308","308","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L308","82ade3133aef6a432c38dc85430a871382a0e6ae285ecb5964ca8e4a6337ea54","106","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| ASP | 只有研报 BOM 和单机价值量假设 | 实际采购价、批量价、是否含驱控/传感 |"
"FOHLSRC-FOHLBASE-029-0309-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","309","309","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L309","857cef59545972cea1e6733df0cd8574f55d430ada5d8c2c490f6b52e8893645","109","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 毛利率 | 公司整体和部分业务毛利可查,单品缺 | 分部数据、招股书、公司档案 |"
"FOHLSRC-FOHLBASE-029-0310-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","310","310","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L310","d724826d71211d671d847aa138402ec8b0cc68915575a7eb4f99b90921c1efc6","97","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 产能利用率 | 有规划产能,缺利用率 | 基地投产进度、订单覆盖、良率 |"
"FOHLSRC-FOHLBASE-029-0311-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","311","311","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L311","981730a616a4b8b4cd6fcbff21d77d25991cc382804776901c55b5686c7577c0","112","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 寿命和更换周期 | 路线级判断多,型号级数据少 | 产品手册、质保条款、客户验收 |"
"FOHLSRC-FOHLBASE-029-0312-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","312","312","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L312","66e2d1d7d2e1be81bce64b137b85ad4cda7513873a2f67b664375f1967aac18a","82","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","| 供货周期 | 缺少公开样本 | 采购公告、合同交期、客户反馈 |"
"FOHLSRC-FOHLBASE-029-0315-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","315","315","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L315","6f0538253139388ca500a5062a35481c64251fc2a359f2096c724d5e7c4c81b6","22","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","## 12. 产业链结论"
"FOHLSRC-FOHLBASE-029-0319-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","319","319","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L319","860525b0541617c5e75094999ea215492aabd25d393d30b96d511a8d1ac924c6","252","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","短期看,旋转关节和减速器链条更容易形成可验证收入;中期看,直线执行器和丝杠降本可能带来更大弹性;长期看,真正的壁垒在整机厂定义权、模组平台化、测试标定数据和供应链协同。"
"FOHLSRC-FOHLBASE-029-0321-S","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-BATCHES-REPAIR-001","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","321","321","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L321","7218c5eea67f4b71437320dec7512768f83ef9459141d1616637b304a08d9db8","282","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V1","(?:\d|%|%|亿元|万元|万台|台\/套|CAGR|ASP|BOM|客户|供应商|供应链|定点|主供|独供|量产|订单|产能|产量|销量|收入|营收|利润|毛利|市占率|市场份额|出货|交付|采购|合同|合作)","下一步应优先建公司档案和补公开资料:拓普、三花、伟创、英搏尔、精锻、双环 / 环动、新坐标为 P0;绿的、中大力德、丰立、五洲、贝斯特、雷赛、鸣志、江苏雷利、鼎智、华辰、日发、浙海德曼、秦川为 P1。"
"FOHLSRC-FOHLBASE-008-0216-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","216","216","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L216","cd2cd82d724c980ded844e66e292ecd985406e73431aed46247a64c5170cae79","180","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","| 协作机器人力控升级 | 六维力、力控模块 | 协作机器人、工业轻量机械臂 | 短中期 | 末端力控、拖拽示教、打磨装配等场景放量 | A / E |"
"FOHLSRC-FOHLBASE-009-0171-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","171","171","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L171","aca8477382741eaf989bca6aa53604a6be72d6814e3d02a6ad7b7f7a6dca3476","191","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","- 增量来源:无框力矩电机、空心杯、驱控、关节模组和灵巧手部件若从“进入供应体系”升级为稳定批量,将直接受益于开放生态本体商放量。"
"FOHLSRC-FOHLBASE-011-0177-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","177","177","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L177","b6e42a2094c6609907493a0648375482ce2ee6be6a6383cb0b7805180f9be438","271","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","| 上游原材料/部件 | 钢材、刀具、检具、铝材、电子元器件、轴承等 | 自主生产为主,部分粗加工/材料处理外协 | 未披露 | 国内 / 海外未拆 | A | 柔轮、刚轮、波发生器等核心工序自主完成能力是壁垒关键 |"
"FOHLSRC-FOHLBASE-012-0164-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","164","164","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L164","d2e442e1fe6b3f3c081e34f4407cd108aff5b37b525aaeb69f3ac575bb1ec757","209","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","| 主业市场地位 | 年报称公司在全球制冷电器和汽车热管理领域确立行业领先地位,多款产品位居全球市场前列 | A | 主业话语权强,是机器人切入的信用基础 |"
"FOHLSRC-FOHLBASE-016-0070-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","70","70","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L70","e8e709038383c8c669edcefa482fc66c42984e4861fe2b1fd89787a402c316c5","319","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","| 产业链话语权 | 公司在微型齿轮、微型减速器、微型电机、电控和精密制造上具备纵向一体化能力,官网披露电机、齿轮箱、丝杆、控制板和电子皮肤集成能力;在机器人侧的话语权取决于是否进入头部本体厂主力机型,并形成持续供货。 |"
"FOHLSRC-FOHLBASE-016-0117-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","117","117","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L117","3a719bc841038e97230bc0a1eec935cc362b9948304dcb9c27123218749b499a","294","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","| 微型齿轮 / 微型减速器 | 手部传动和小型执行器 | 塑胶注塑齿轮、粉末冶金齿轮、MIM 齿轮、金属切削齿轮 | 年报披露齿轮精度达到行业领先水平,行星减速器可用于具身机器人和高端制造 | A | 机器人型号对应产品、寿命 |"
"FOHLSRC-FOHLBASE-017-0179-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","179","179","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L179","475e45075fed49111f9b4c42ba32eed61b579d463ddfc541bd7a8f1409bc88c1","165","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","| 空心杯绕组 | 制作无铁芯杯状线圈 | 绕组结构、绕线设备、良率 | 灵巧手微电机壁垒 | Maxon、Faulhaber、Portescap、鸣志、伟创 |"
"FOHLSRC-FOHLBASE-017-0214-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","214","214","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L214","c344d386e5adee6868da0172f9d770ccf596676fe98508add3ea544070d32f10","160","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","| 绕线和灌封工艺 | 决定空心杯和微型无框良率 | 空心杯核心壁垒在绕组结构和绕线设备 | 良率、自动化设备、产线节拍 |"
"FOHLSRC-FOHLBASE-017-0291-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","291","291","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L291","72f8230b74eb48bc12f0f964096fde4f45b995b146de674d06b4f9e21d4206b1","184","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","| 国产替代 | 空心杯、无框、伺服、编码器和驱动 | 雷赛、步科、鸣志、伟创、鼎智 | 性价比和响应速度是优势,寿命和高端稳定性需验证 |"
"FOHLSRC-FOHLBASE-018-0208-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","208","208","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L208","640f5fce6ec47330488d84fdc15219668a08f81185abcc36ffbe3839481cd255","106","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","| 数据采集 | 遥操作、传感同步、真实部署日志 | 形成壁垒,但早期现金消耗大 |"
"FOHLSRC-FOHLBASE-019-0104-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","104","104","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L104","74830af424d24eaf396afcd8137314a2901fddffedbd573d883534cb3716a9d8","75","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","机器人模型的壁垒往往不只在模型结构,而在数据闭环。"
"FOHLSRC-FOHLBASE-019-0347-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","347","347","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L347","f53bb6df05305987b2bae6d7b3763e016b3719f0ea662ed71afe888cabe5d010","190","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","| 数据闭环驱动 | 真实部署、遥操作、失败日志持续训练 | 壁垒可能越来越强 | 数据权属、标注成本、隐私、复用性 | 本体厂和运营商优势突出 |"
"FOHLSRC-FOHLBASE-019-0363-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","363","363","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L363","ad42500689530002b45cbb740edf435cc390e18a768e6df4e83f98ab3733f3fb","410","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","| Agent / 模型服务平台 | Agent 编排、工具调用、模型路由、MaaS、AaaS、Token 服务 | 百度千帆、阿里云百炼 / 通义、腾讯云 / WorkBuddy、火山引擎、智谱 AutoClaw、MiniMax MaxClaw、Kimi、OpenAI Codex、Claude Code 等研报线索 | 控制任务入口、工具生态和企业工作流时话语权增强 | 机器人任务接口、权限审计、API 价格、服务 SLA |"
"FOHLSRC-FOHLBASE-019-0381-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","381","381","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L381","dde61ad2b31377e44731ea122e8c8ea77a9ba7df68553d79fad3624c25f3c24e","289","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","| 动作 / 任务应用平台 | 动作模型上传、下载、复用和开发者分发 | 应用分成、企业版、开发者服务、本体生态打包 | 如果形成硬件装机和开发者生态,平台方话语权增强 | 应用数量、活跃开发者、付费转化、动作质量 |"
"FOHLSRC-FOHLBASE-019-0412-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","412","412","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L412","896d459555fb18e51f845b507dfbf6a1f86c8c14d198bf7702d185c65e201f37","220","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","| 动作 / 任务应用生态 | 应用分发、开发者服务、企业版、分成 | 装机量和开发者生态决定话语权 | SDK、审核、适配、运营 | 低 | 应用数量、开发者、下载、付费转化 |"
"FOHLSRC-FOHLBASE-021-0177-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","177","177","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L177","32868dce9eb0240a8e6e0d65f68f35fd5064fe615702f984110a59b87eda0195","133","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","| 数据采集与标注 | 遥操作、真实任务采集、合成数据、人工标注 | 早期是核心投入,也是壁垒来源 |"
"FOHLSRC-FOHLBASE-022-0175-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","175","175","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L175","9b8a94370557df9f38e391712b79c2c715e63b9feb721b6425412084ac5bdd2f","99","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","| RV | 纳博特斯克 | 工业机器人重载关节龙头优势强,国内环动等持续替代 |"
"FOHLSRC-FOHLBASE-022-0217-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","217","217","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L217","a23368fa67aa45e7a9ddc2c21ed1e380ec46958b86c0005c19fc4d882878e0d0","142","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","| 品类增量 | 人形机器人上肢旋转关节放量 | 人形机器人 | 谐波 | 绿的、中大、丰立、哈默纳科 | 中低 | 高 |"
"FOHLSRC-FOHLBASE-022-0227-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","227","227","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L227","b7187ff0706a3d323b39c6e1a5e826aada1f87e321326c94cbd0d02566b85d8a","90","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","| 谐波、行星、RV、摆线配比如何变化 | 决定谁受益 | 路线尚未收敛 |"
"FOHLSRC-FOHLBASE-023-0131-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","131","131","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L131","b24b97b9d9cb43ba0e7f2754104fd46fa3fdc5a54ef6f698bc8e1be5dcc30ac6","334","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","| 谐波减速器 | 柔轮弹性变形实现少齿差传动 | 高减速比、小体积、轻量化、低回差、高精度 | 柔轮和柔性轴承寿命、抗冲击、扭矩上限、成本 | 高 | 哈默纳科、绿的谐波、中大力德、丰立智能、瑞迪智驱、双环等 | 人形旋转关节确定性最高的路线之一 |"
"FOHLSRC-FOHLBASE-023-0171-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","171","171","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L171","3e937e2cd20b5257d7d15b6ddfae95871cd2e9b0330a50aa508afbc9bb8cf8eb","197","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","| RV 滚针/保持架/转臂轴承 | RV 和摆线结构中的承载与精度保持 | 单件价值未必高,但可靠性关键 | 外采/共同开发 | 伴随国产 RV 放量有国产替代机会 |"
"FOHLSRC-FOHLBASE-023-0177-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","177","177","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L177","9fbfdc8f0bb73409daffb3d8e458d7c6f36e213eba2233d69bf8638f53484952","239","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","上游结论:减速器上游不应简单写成“钢材和轴承”。真正影响话语权的是柔轮/摆线轮/高精齿轮的设计加工、柔性轴承和滚针组件、热处理稳定性、检测能力、良率和自动化产线。"
"FOHLSRC-FOHLBASE-023-0183-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","183","183","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L183","d1e7832b74b9bf24c229322f441fa4c0666ef7ebbccd63904771a49955cf3827","256","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","| 减速器结构设计 | 定义齿形、传动比、尺寸、承载、寿命和装配方式 | 齿形设计、仿真、修形、轻量化、多目标权衡 | 决定性能上限和专利壁垒 | 哈默纳科、绿的、纳博特斯克、双环、中大等 |"
"FOHLSRC-FOHLBASE-023-0209-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","209","209","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L209","206e04b13ff43b5e0f066d71536595cad04346028c94f6ff7c001da2e8ec42af","146","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","| 材料和关键件 | 特钢、轴承、柔轮/刚轮毛坯、齿轮件、保持架、润滑密封 | 对成本有影响,但不是全部壁垒 |"
"FOHLSRC-FOHLBASE-023-0299-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","299","299","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L299","b3632df679429c8c2053fbd8502b8ed5e480ded54e38e7e389e12191ed96594c","148","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","| 工业机器人国产替代 | RV、谐波、关键轴承和齿轮 | 双环/环动、中大、绿的、苏轴等 | 确定性更高,弹性中等 |"
"FOHLSRC-FOHLBASE-024-0192-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","192","192","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L192","f155f9b079918eaa1ca9b5e8501e6d99ef999183338a8993a7d88a6639018696","105","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","在人形机器人领域,国产厂商优势更明显。原因不是性能全面超过外资,而是:"
"FOHLSRC-FOHLBASE-025-0087-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","87","87","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L87","742b3f44657e1a8289dbf810837e58ad060ee9ed13991821419269b0583adacf","138","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","| 六维力/力矩传感器 | Fx/Fy/Fz + Mx/My/Mz | 手腕、脚踝、末端、测试平台 | 高 | 快速导入,早期放量 | 主线 |"
"FOHLSRC-FOHLBASE-025-0095-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","95","95","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L95","6c69340dc662c1b9cdffe9483441e34d4ba77777f60e97ea60dd04f29aa0f008","160","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","- 中长期主线是人形机器人放量后,自动化贴片、自动化标定、硅基/MEMS、玻璃微熔和数字力觉模块带来的成本曲线变化。"
"FOHLSRC-FOHLBASE-025-0160-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","160","160","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L160","d19c07c1629213f292494968d7137573d5b52df2ec74dc08e8e3e9828b7ef72c","115","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","| 低壁垒层 | 普通金属材料、通用机加工、常规胶粘和外壳 | 竞争更充分,议价能力弱 |"
"FOHLSRC-FOHLBASE-025-0161-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","161","161","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L161","3a66cc755cb0553021573d62cfa932025cee0ae6b9b96052246ff14678736519","125","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","| 中壁垒层 | 高一致性金属箔应变片、弹性体加工、温漂/蠕变控制 | 直接影响产品性能和良率 |"
"FOHLSRC-FOHLBASE-025-0162-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","162","162","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L162","eba0bdd7f34d3867539e8821aada60748ccfc390d8be39bb3f18228d9ef7271d","157","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","| 高壁垒层 | 硅基敏感元件、玻璃微熔、低噪声信号链、数字补偿、自动化标定系统 | 决定长期成本曲线和批量一致性 |"
"FOHLSRC-FOHLBASE-025-0242-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","242","242","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L242","ac4b149f3fa29418e90119d6502021821cff3420f642ce29a967ad43912badb2","92","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","- 裸传感器本体是中游核心产品,壁垒来自结构、贴片、封装和标定。"
"FOHLSRC-FOHLBASE-025-0310-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","310","310","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L310","cde3f0a528962335e7dbe7e54beed936fa3fbf6fc0d2c2f18e0976058b1643ca","168","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","| 协作机器人柔性化需求 | 末端六维力、力控模块、应用包 | 宇立、坤维、ATI、Robotiq、OnRobot、柯力等 | 确定性较高,弹性中等 |"
"FOHLSRC-FOHLBASE-025-0314-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","314","314","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L314","78b82aea8e579cf95579d3ca28ec6f5442638ddd02f1caf8d0fe1701d3a253b8","208","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","| 国产替代 | 应变片、弹性体加工、六维力本体、采集模块 | 柯力、安培龙、宇立、坤维、鑫精诚、华培等 | 成本和响应速度优势明确,寿命和一致性需验证 |"
"FOHLSRC-FOHLBASE-027-0117-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","117","117","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L117","752e754fae1fd86278fde6d74e7b5c53023b7f56b1d233d8247a6d92a0119d26","238","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","| 控制系统 | 伺服、阻抗、力位混合、模仿学习、强化学习、视觉触觉融合 | 决定真实任务完成能力 | 数据稀缺、泛化难、实时性要求高 | 硬件只是入口,控制和数据闭环决定上限 |"
"FOHLSRC-FOHLBASE-027-0126-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","126","126","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L126","928e4c33d64e9de169a5cfd35f21e53b9867789374933a9ee0b00d7bb466f14b","252","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","| 丝杠/微型直线执行器 | 刚性和力控潜力强,若高可靠路线放量,上游弹性大 | 因时微型伺服电缸、五洲新春、贝斯特、兆威、灵心 LinkerMotor 线索 | 微型丝杠加工、润滑、寿命、效率和成本 |"
"FOHLSRC-FOHLBASE-027-0194-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","194","194","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L194","44451d218a08bacd9c595ce78fa967b7683abee4ed76f248bbe5ed3105c120f5","152","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","- 真正大规模放量前,评价标准会从“能展示复杂动作”切换到“单位任务成本、寿命、维护、良率和供货周期”。"
"FOHLSRC-FOHLBASE-027-0299-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","299","299","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L299","c82dfdbe569e1b7d1ffc74f17592b5470d66644e128444091c82f91339457b87","128","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","| 丝杠/直线执行器路线放量 | 丝杠、微型执行器、精密加工 | 路线未定,弹性大但不确定性也大 |"
"FOHLSRC-FOHLBASE-027-0301-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","301","301","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L301","6b6d1cb4ddc966db69ee32076bf067f013fe5c18d66b22a08f462c141affdce2","115","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","| 遥操作和数据采集 | 触觉手、控制系统、数据平台 | 长期壁垒可能高于单纯硬件销售 |"
"FOHLSRC-FOHLBASE-028-0098-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","98","98","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L98","2b1a59ec51887add13495101260b33bcb4e82ee7fda8788e1904f50faec3b5d7","151","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","| 工艺设备和产线 | 零部件厂、模组厂 | 磨床、冷锻、检测、装配测试设备 | 中 | 放量初期可能形成“铲子”需求 |"
"FOHLSRC-FOHLBASE-028-0137-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","137","137","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L137","92a29b67169ebe3e289e62474ec0648f0acc12c6ea7baa7a2497c7ad59147929","100","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","| 旋转 / 直线比例 | 不同整机路线差异大 | 决定谐波、行星、丝杠受益结构 |"
"FOHLSRC-FOHLBASE-028-0248-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","248","248","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L248","d10808bbd2524240a4cff71e00664294990c453fc670c670e9e4c0d974ba759b","162","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","| 旋转关节成熟放量 | 谐波、行星、摆线、RV、力矩传感器 | 绿的、双环、中大力德、丰立、精锻、豪能等 | 短期更可验证 |"
"FOHLSRC-FOHLBASE-029-0085-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","85","85","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L85","e40c194150eec9647616aa6baa0b1f59c0f0d10d54514008015c5f8fc180bb06","267","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","短期旋转关节确定性更高,国内本体厂采用更多;直线执行器弹性更大,但瓶颈集中在行星滚柱丝杠、加工设备、力控和成本。中长期更可能是“旋转 + 直线混合”,按关节负载、空间和能耗需求分工。"
"FOHLSRC-FOHLBASE-029-0124-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","124","124","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L124","71df52d9aa9bad7b8d16e4f2fbdc7e81947105d8cb797b92e1a0c45194e428f3","265","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","| 直线执行器 | 紧凑、高刚度、耐冲击、站立节能、适合高负载小角度关节 | 成本高、丝杠加工难、系统集成难、需额外力传感 | 肘、膝、踝、大腿、小腿 | 特斯拉路线带动关注,放量取决于丝杠降本 |"
"FOHLSRC-FOHLBASE-029-0153-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","153","153","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L153","f6a1f362d1aacdf0e023806df38c22e7b35b111919b432c21bcb5e769c17f3c5","136","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","| 磨削 | 保证丝杠、减速器关键件精度 | 华辰装备、日发精机、秦川机床等 | 高端设备是放量稀缺资源 |"
"FOHLSRC-FOHLBASE-029-0190-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","190","190","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L190","c7eb0f4f26415f6372454dbc1c7567544eea8bf05cfe57cf347e5f8c75296581","155","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","- 执行器模组厂的壁垒不只来自单一核心件,而来自结构、电机、传动、传感、驱控、热管理和测试标定的共同优化。"
"FOHLSRC-FOHLBASE-029-0220-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","220","220","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L220","a293990f01ced649a3bfa2904217fa3c3d6f655ea4142ff744a0fff247d899f7","283","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","| 单一核心件销售 | 绿的、五洲、贝斯特、雷赛、步科、柯力等 | 减速器、丝杠、电机、传感器等单件技术壁垒和规模制造 | 本体厂自研模组、外采核心件 | 容易被多供和年降压价,议价权取决于核心件不可替代性 |"
"FOHLSRC-FOHLBASE-029-0293-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","293","293","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L293","426a719bceed9d437d211e180777c94daebdd33d76f7c4fd9487ab9f6529de2b","123","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","| 旋转关节确定性提升 | 谐波、行星、摆线、RV、无框力矩电机、力矩传感器 | 短期更可验证 |"
"FOHLSRC-FOHLBASE-029-0298-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","298","298","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L298","f091e766a8bdb4435db771d179a1657acab2bf37a39e9172974626a580e70988","106","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","| 降本工艺 | 冷锻、磨削、精冲、车削、MIM | 放量阶段可能出现设备和工艺瓶颈 |"
"FOHLSRC-FOHLBASE-029-0317-Q","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","317","317","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L317","9c050ab5ca1076343b0d2e2ef016b967971f22db4e3c477915cba7857959b44b","210","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V2_QUALITATIVE_ADJUDICATED","领先|龙头|壁垒|确定性|受益|放量|稀缺|不可替代|优势|话语权; AND NOT STRONG_CLAIM_V1","执行器 / 关节模组是把电机、减速器、丝杠、传感器、编码器、控制器和结构件串起来的枢纽环节,也是机器人产业链中最能体现“系统集成话语权”的环节。"
"FOHLSRC-FOHLBASE-015-0124-R","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-SOURCE-AUTHORITY-REPAIR-003","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","124","124","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L124","94490aa5a6306ab45f837e2b6662989ec80afd755989fac94802087717db0f80","126","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V3_RESIDUAL_ADJUDICATED","唯一|第一|最大|最强|最优|首选|主导|高景气|高增长|爆发|突破|护城河|垄断|强势|占优|关键卡位|核心地位; AND NOT STRONG_CLAIM_V1; AND NOT QUALITATIVE_CANDIDATE_V2","| 分析标签 | 激光芯片第一股、高功率半导体激光、VCSEL、激光雷达光源、机器人视觉传感上游 |"
"FOHLSRC-FOHLBASE-027-0193-R","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-SOURCE-AUTHORITY-REPAIR-003","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","193","193","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L193","284e0f63aeacb849fccc03b364033a07030d96180c43d57da4228a66c3024388","134","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V3_RESIDUAL_ADJUDICATED","唯一|第一|最大|最强|最优|首选|主导|高景气|高增长|爆发|突破|护城河|垄断|强势|占优|关键卡位|核心地位; AND NOT STRONG_CLAIM_V1; AND NOT QUALITATIVE_CANDIDATE_V2","- 当前最强催化来自人形机器人,但早期现金流可能来自科研教育、假肢、工业夹爪升级和数据采集。"
"FOHLSRC-FOHLBASE-028-0093-R","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-SOURCE-AUTHORITY-REPAIR-003","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","93","93","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L93","b46f4f28e795a7403402225cb129afc42b6fd28659a6461855b23a5b7d3d9255","204","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V3_RESIDUAL_ADJUDICATED","唯一|第一|最大|最强|最优|首选|主导|高景气|高增长|爆发|突破|护城河|垄断|强势|占优|关键卡位|核心地位; AND NOT STRONG_CLAIM_V1; AND NOT QUALITATIVE_CANDIDATE_V2","| 整机厂自研 / 内供 | Tesla、宇树、智元、小鹏、优必选等 | 电机、减速器、丝杠、传感器、加工设备和部分模组 | 极高 | 定义权最强,压缩外部总成空间 |"
"FOHLSRC-FOHLBASE-028-0247-R","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-SOURCE-AUTHORITY-REPAIR-003","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","247","247","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L247","9739b5aa8fca8d7850ce81155e690d9e13f9046aa51e4738f65bc2897c02346e","154","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V3_RESIDUAL_ADJUDICATED","唯一|第一|最大|最强|最优|首选|主导|高景气|高增长|爆发|突破|护城河|垄断|强势|占优|关键卡位|核心地位; AND NOT STRONG_CLAIM_V1; AND NOT QUALITATIVE_CANDIDATE_V2","| 人形机器人从小批量走向规模化 | 关节模组、核心零部件 | 总成厂、电机、减速器、丝杠、传感器 | 最大弹性来源 |"
"FOHLSRC-FOHLBASE-001-0035-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L35","17e46fa15768d4ed6a323bd037d8a6648bf33a6785b466358edb707e5a28b41f","161","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","- 英搏尔已降级为补资料 / 相邻复核队列;缺少新增官方机器人专项来源并重新复审前,不得进入本轮迁移或正式公司池。"
"FOHLSRC-FOHLBASE-001-0067-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","67","67","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L67","d0ed58034aa67c91bc6a28c55df0edc6d566d7cd18ec2009edd65af6424d0036","295","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 增量方向、确定性和弹性 | 增量来源、确定性、弹性、投资读法 | 仅保留为研究观察方向,不构成投资排序、交易建议或收益承诺 | 分析判断需受强字段缺口约束 | 输出通过前改写为观察条件、触发条件、失效条件和风险 |"
"FOHLSRC-FOHLBASE-001-0122-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","122","122","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L122","d75ad9bab7ea1145e341759731cd4ac0d82bb88447f8d68e963323e6679ea803","67","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 产业链位置 | 中游本体厂 / 控制驱动一体化平台 |"
"FOHLSRC-FOHLBASE-001-0130-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","130","130","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L130","a2a0144974362365b290bc2df5a5e101b3b5318b60971366f434cd875075448f","97","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 二级环节 | 工业机器人本体、控制器、伺服驱动、运动控制、系统集成 |"
"FOHLSRC-FOHLBASE-001-0141-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","141","141","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L141","d0033fcb53645ca87de97deff6832e6105de840cff192e49e31218d01ee3903a","157","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 控制器 / 伺服 | 工业机器人内部控制和运动执行 | 公司核心能力 | A/E | 自用属性较强,外供比例和独立盈利能力需拆 |"
"FOHLSRC-FOHLBASE-001-0204-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","204","204","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L204","5f27311ce33b78cc7f02d1da074ac3372d7140b8b5d49df407ae685c4ca088d6","103","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 核心零部件 | 减速器、伺服、电机、控制器、结构件是机器人本体成本核心 |"
"FOHLSRC-FOHLBASE-001-0206-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","206","206","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L206","48c20e65ecca7afd0c058151105e9ccaf163e56b9fc01f44c0f44170e353363b","118","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 研发费用 | 控制器、伺服、机器人本体、AI 与具身智能相关研发投入是长期竞争力来源 |"
"FOHLSRC-FOHLBASE-001-0218-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","218","218","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L218","4f52fb6b9270060146c60eb80be45914215b2801cc81b62488c52b2acbe933fe","109","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 控制驱动一体化 | 自研控制器、伺服和机器人本体协同,有助于成本和性能优化 |"
"FOHLSRC-FOHLBASE-001-0226-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","226","226","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L226","56b6f684a810f237f43b6fe3962f914930d5d61caae2ede954be80205b3d0781","127","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 组织能力 | 公司长期深耕自动化和工业机器人,具备从控制驱动到本体和系统集成的组织基础 |"
"FOHLSRC-FOHLBASE-001-0227-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","227","227","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L227","319d0226dda73a743307524bfb4c224d886d8ed9847eaffcb5bd9d66d0d4aea5","121","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 核心团队 | 管理层履历、核心研发负责人、机器人业务负责人仍需从年报和公告继续摘录 |"
"FOHLSRC-FOHLBASE-001-0228-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","228","228","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L228","23a92df2a42612e57cc5ab43b87ba4510c22bc29ed51914c135683fd001ba7ad","133","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 研发投入 | 已知公司具备控制器、伺服和机器人平台研发能力;具体研发费用、研发人员占比需补 |"
"FOHLSRC-FOHLBASE-001-0239-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","239","239","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L239","4ba12f1382d024239b59d81aca728786471fb7a78c7d72bd37a8f0bada0c4093","77","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 产业链定位和话语权判断 | E | 分析员基于公开资料归纳 |"
"FOHLSRC-FOHLBASE-002-0101-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","101","101","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L101","52615f4f044cd0eee1803a6fcacba11d04acb50ad64a0ea7829e34ed6c87f8bb","55","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 一级环节 | 中游核心零部件 / 感知系统 |"
"FOHLSRC-FOHLBASE-002-0204-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","204","204","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L204","d1cbefaab1d65c2f177ba09b0e2ac8931e4bab4b75a8e9a167fa15dbaf11ad0d","181","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 关键成本项 | CMOS/感光芯片、深度引擎芯片、激光/IR 发射器、镜头和光学组件、结构件、PCB、模组组装、标定测试、算法和 SDK。 | A / E |"
"FOHLSRC-FOHLBASE-002-0223-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","223","223","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L223","c818addeec7c0fe1b15a5246ab29433bcf9e972f622373c7a95274961593087a","194","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 核心团队 | 法定代表人为黄源浩;本轮资料未系统拆到 CTO、机器人事业负责人、核心销售负责人和海外业务负责人履历。 | 需补核心团队履历。 |"
"FOHLSRC-FOHLBASE-003-0035-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L35","17e46fa15768d4ed6a323bd037d8a6648bf33a6785b466358edb707e5a28b41f","161","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","- 英搏尔已降级为补资料 / 相邻复核队列;缺少新增官方机器人专项来源并重新复审前,不得进入本轮迁移或正式公司池。"
"FOHLSRC-FOHLBASE-003-0067-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","67","67","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L67","d0ed58034aa67c91bc6a28c55df0edc6d566d7cd18ec2009edd65af6424d0036","295","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 增量方向、确定性和弹性 | 增量来源、确定性、弹性、投资读法 | 仅保留为研究观察方向,不构成投资排序、交易建议或收益承诺 | 分析判断需受强字段缺口约束 | 输出通过前改写为观察条件、触发条件、失效条件和风险 |"
"FOHLSRC-FOHLBASE-003-0090-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","90","90","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L90","e709c17c67a50db4eefe636ccdafd49e0fd2757a84e450a2fb28e16ea7c45195","236","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 页码级抽取状态 | NO_VALID_LOCAL_PDF_FOR_PAGE_EXTRACT;抽取文件:无本地页码抽取文件;状态为 NO_VALID_LOCAL_PDF_FOR_PAGE_EXTRACT,需人工下载回执或替代官方 PDF 后才能做页码级年报抽取。 |"
"FOHLSRC-FOHLBASE-003-0124-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","124","124","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L124","dba09188c07cb698fd5071195cd004694947523443e893771aefaaf6ba7f3d75","109","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 机器人相关定位 | 工业视觉核心部件厂商向机器人视觉感知层迁移的重点公司。 |"
"FOHLSRC-FOHLBASE-003-0141-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","141","141","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L141","d545270ff24c1b580ebb6fe700bc5caf8f49ef42a19042f40d39599378ee3d47","154","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 工业镜头 | 工业视觉系统、机器人视觉 | 决定成像质量、畸变和精度 | 主业产品 | A/C | 国产替代份额和机器人用量 |"
"FOHLSRC-FOHLBASE-003-0142-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","142","142","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L142","bbba162d119acbd2423714973d540ceec47a824e9500dadc11a009b1abde8ba9","157","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 光源和控制器 | 工业检测、机器视觉系统 | 决定成像稳定性和缺陷检出率 | 主业产品 | A/C | 与机器人视觉场景的绑定 |"
"FOHLSRC-FOHLBASE-003-0254-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","254","254","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L254","055c7b7025036bdc04afe1f6cfb801af6205e8141fdbb1453511d8d527dbeea3","146","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 机器人核心零部件横向总表 | `E:/industry/doc/research/机器人核心零部件玩家横向对比总表.md` | E | 横向对比字段 |"
"FOHLSRC-FOHLBASE-004-0092-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","92","92","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L92","fab264896e874c967bdad6c050b3c34e2140d2cfcd91bfb6293862293ea6edd4","150","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 机器人相关定位 | 低压伺服、伺服驱动器、伺服电机、伺服轮、无框力矩电机、伺服模组、机器人 HMI/控制器。 |"
"FOHLSRC-FOHLBASE-004-0099-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","99","99","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L99","42ef1c529506323c1d76f6136418dd4a116d326565b18afe931ba5df521776e1","70","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 一级环节 | 中游核心零部件 / 运动控制与执行部件 |"
"FOHLSRC-FOHLBASE-004-0100-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","100","100","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L100","8aadcf84e99e70f3aa39a095a574c693442020b774e67cf2dc269ef2aeff46b4","85","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 细分环节 | 电机、驱动器、控制器、伺服轮、执行器关节部件 |"
"FOHLSRC-FOHLBASE-004-0101-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","101","101","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L101","214e7d4476bcbc114b581c5522d084c8d2e96486e1b90547f18932217d1544ef","193","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 产品位置 | 驱动层:低压伺服驱动器、伺服系统;执行层:伺服电机、无框力矩电机、伺服轮和伺服模组;控制交互层:HMI、PLC、运动控制器。 |"
"FOHLSRC-FOHLBASE-004-0207-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","207","207","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L207","bafb9afa0016e27c758963b1bc0bdaa5084bc32da5b94eef2094dd85feb47a30","205","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 成本敏感项 | 驱动系统受芯片、IGBT、编码器、磁钢、减速机和 PCBA 加工影响;无框力矩电机还受磁路设计、绕线、灌封、温升控制和一致性影响。 | A / E |"
"FOHLSRC-FOHLBASE-004-0218-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","218","218","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L218","9871791238a87aed7b1f490c3e29d310d66733b3eb55e66b8df23fae275f48f8","201","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 氮化镓驱动器和高功率密度驱动 | 氮化镓驱动器、关节驱动器 | 复合机器人、人形关节、协作机器人 | 中期 | 产品验证通过、可靠性和成本达标 | A / E |"
"FOHLSRC-FOHLBASE-004-0226-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","226","226","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L226","07162e00813571c9ba7fc5eb2860e186bfa3c1180d2a43e41d9bb27806e63ef5","178","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 核心团队 | 本轮资料未系统拆到董事长、总经理、机器人业务负责人和核心研发 / 销售负责人履历。 | 需补管理层和核心团队资料。 |"
"FOHLSRC-FOHLBASE-004-0264-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","264","264","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L264","23699c85522f76c132ce1a81faff0a1721af174f791b93a0df2fb9590d13390e","158","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 中 | FMK 无框力矩电机寿命、可靠性和质保条件? | 产品手册、可靠性测试资料、售后条款 | 数据处理同学补产品手册 |"
"FOHLSRC-FOHLBASE-006-0035-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L35","17e46fa15768d4ed6a323bd037d8a6648bf33a6785b466358edb707e5a28b41f","161","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","- 英搏尔已降级为补资料 / 相邻复核队列;缺少新增官方机器人专项来源并重新复审前,不得进入本轮迁移或正式公司池。"
"FOHLSRC-FOHLBASE-006-0067-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","67","67","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L67","d0ed58034aa67c91bc6a28c55df0edc6d566d7cd18ec2009edd65af6424d0036","295","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 增量方向、确定性和弹性 | 增量来源、确定性、弹性、投资读法 | 仅保留为研究观察方向,不构成投资排序、交易建议或收益承诺 | 分析判断需受强字段缺口约束 | 输出通过前改写为观察条件、触发条件、失效条件和风险 |"
"FOHLSRC-FOHLBASE-006-0090-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","90","90","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L90","e709c17c67a50db4eefe636ccdafd49e0fd2757a84e450a2fb28e16ea7c45195","236","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 页码级抽取状态 | NO_VALID_LOCAL_PDF_FOR_PAGE_EXTRACT;抽取文件:无本地页码抽取文件;状态为 NO_VALID_LOCAL_PDF_FOR_PAGE_EXTRACT,需人工下载回执或替代官方 PDF 后才能做页码级年报抽取。 |"
"FOHLSRC-FOHLBASE-006-0092-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","92","92","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L92","36533c68f046e06fb2a2e27f340983cfed6eb4e97efc6d14332c5462443f6d01","404","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 中文证据摘要 | 公司官网、首页和服务页已保存 HTML / 文本快照,可支持伺服系统、PLC / 控制器、视觉系统、编码器、变频器、人机界面及机器人系统 / 机器人控制软件 / 伺服产品等范围 / 产品层相关性;上交所年报 URL 返回反爬 HTML,页码级年报抽取仍需人工下载回执或替代官方 PDF;强字段保持缺口。 |"
"FOHLSRC-FOHLBASE-006-0121-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","121","121","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L121","4d80d59a36db2a6b0b6724f3037ac07453347387d5669aaa3d72028ddb0bd0b7","145","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 所属环节 | 工业自动化、伺服驱动、控制器、电机、编码器、电驱关节、工业机器人 / 人形机器人本体 | A/C |"
"FOHLSRC-FOHLBASE-006-0132-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","132","132","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L132","974bd4f5014e47b3f3992dccd920594c454ac3c8afa907567f5a921ca9b38caa","139","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 中游 | 伺服 / 驱动 / 控制 | 工业自动化伺服、控制器、电机和解决方案 | 传统工控底盘是公司能力来源 |"
"FOHLSRC-FOHLBASE-006-0231-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","231","231","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L231","14ef4acf0eb1eb826889073118ffe13c4bd9b7254554796cf85a657f6876d0e1","115","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 传统工业自动化复苏 | 新能源行业触底后,伺服、控制器、SCARA 等需求修复 | 中 | 中 |"
"FOHLSRC-FOHLBASE-006-0233-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","233","233","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L233","e94aa518d582800188b7d6c043d7965035dc901f4de839c06f24c8e9ca795074","121","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 人形机器人电驱关节 | 若产品进入本体厂或研究机构批量,单机价值量较高 | 低到中 | 高 |"
"FOHLSRC-FOHLBASE-006-0234-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","234","234","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L234","03b9252f06b8a2a1e58a22d91a66593d5363a506cd50f330b3a124276d64888e","103","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 中空紧凑编码器 | 适配机器人关节反馈,国产替代空间存在 | 低到中 | 中高 |"
"FOHLSRC-FOHLBASE-006-0235-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","235","235","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L235","af4b415ac94ad079e32973fdeb4e70a2d4baca6ec2a1a08a508f5c2d6dd5f632","94","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 空心杯 / 微型力矩电机 | 灵巧手和微型关节需求增长 | 低到中 | 中高 |"
"FOHLSRC-FOHLBASE-006-0237-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","237","237","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L237","ce5fc6665c1b9d869f8492647dc6c8934724f54890f87a3ac04842dba0de8be9","91","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 人形本体原型机 | 提升系统集成理解,有助于零部件适配 | 低 | 中 |"
"FOHLSRC-FOHLBASE-006-0254-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","254","254","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L254","25ba9558026f57265164a8537601f860e65c6a2db95ae8ddbe0f42a66dafdf77","164","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 既有控制器与驱动器专题 | `E:/industry/doc/research/控制器与驱动器产业链深度梳理结果.md` | E | 控制器、驱动器产业链定位。 |"
"FOHLSRC-FOHLBASE-007-0092-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","92","92","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L92","cdd520e0c82d636c94c27edf57395b2ad1300a800bfee97d5a7e3a64a100d717","198","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 机器人相关定位 | 伺服系统、PLC/HMI/CNC、驱动器、高性能电机、工业机器人、机器视觉、人形机器人核心零部件及泛人形机器人工业场景解决方案。 |"
"FOHLSRC-FOHLBASE-007-0099-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","99","99","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L99","66aa713eb5ef2ff21398ebe86e48b2b3e4f5dbe1c7d834d8b859fcc87a35de83","118","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 一级环节 | 中游核心零部件 / 控制与驱动平台;同时覆盖工业机器人本体和机器视觉。 |"
"FOHLSRC-FOHLBASE-007-0100-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","100","100","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L100","94b1c2d7758655d4689f1b616666fef90e22683d4952e75eff940968a5c09c66","139","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 细分环节 | 电机、伺服驱动、控制器、PLC、工业机器人、机器视觉、人形机器人执行器及关节零部件。 |"
"FOHLSRC-FOHLBASE-007-0101-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","101","101","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L101","7c3cc403a399a941ef51ccf8b55dce4fee062b30bdd232a9bc24a212d2d98f79","246","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 产品位置 | 控制层:PLC/HMI/CNC、运动控制;驱动层:伺服系统、低压直流驱动器;执行层:无框力矩电机、行星旋转执行器、直线执行器、行星滚柱丝杠;感知层:机器视觉、编码器。 |"
"FOHLSRC-FOHLBASE-007-0207-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","207","207","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L207","b09ce5e173233a7f03d9bcaa7a084a92c2811c62c081e6f345747f7e519d19f2","170","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 主要原材料 | 铜、铝、硅钢、功率半导体等。 | A | 伺服、变频器、驱动器和电机类产品均会受大宗商品及功率半导体价格影响 |"
"FOHLSRC-FOHLBASE-007-0211-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","211","211","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L211","94a1ed5e783e1174d9da580123003a31d51b102b1a3ec8b73cebe8043174bad7","215","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 原材料价格传导 | IR 披露工业自动化领域因原材料上涨已进行价格调整,价格传导较顺利。 | A | 对工控基本盘有利,但人形产品商业化初期是否能传导仍不确定 |"
"FOHLSRC-FOHLBASE-007-0229-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","229","229","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L229","73c1b5a06dca63d48461dfa02302110054608875363176ad5092e65296f2e3eb","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 核心团队 | 本轮资料未系统拆到董事长、总经理、CTO、智能机器人业务负责人和核心销售负责人履历。 | 需补管理层履历和机器人事业部负责人。 |"
"FOHLSRC-FOHLBASE-007-0231-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","231","231","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L231","3d58a73d51fd97544e41e4b5f76d349d8430da6dae4ae85b564db6bd8ef19a2c","100","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 重要人物 | 本轮资料未披露可单独归因的人形机器人关键人物。 | 待补。 |"
"FOHLSRC-FOHLBASE-008-0079-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","79","79","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L79","c30b43d32a87e7645579b70bcedec71c1f2ba3a741f46d01b4096640e4302116","137","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 弹性来源 | 六维力/力矩传感器、关节扭矩传感器、触觉传感器、多模态融合感知和自动化标定产线。 |"
"FOHLSRC-FOHLBASE-008-0101-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","101","101","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L101","52615f4f044cd0eee1803a6fcacba11d04acb50ad64a0ea7829e34ed6c87f8bb","55","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 一级环节 | 中游核心零部件 / 感知系统 |"
"FOHLSRC-FOHLBASE-008-0172-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","172","172","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L172","07697badc954bc1b39eebfac5e5d8ded40d37fbeaac75820f18eeb667f2148ba","184","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 开普勒、智身科技 | 人形/具身智能本体生态 | 战略投资 | 投资金额/持股需进一步拆 | 国内 | A | 投资本体公司不等于已向其形成稳定供货 |"
"FOHLSRC-FOHLBASE-008-0226-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","226","226","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L226","79a3c96e4de64780f7e224a91adefce1555b992609d541865cb47fcfd1d5baee","214","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 核心团队 | 法定代表人为柯建东;本轮资料未系统拆到机器人力觉业务负责人、核心研发负责人和核心销售负责人履历。 | 需补管理层和机器人业务团队履历。 |"
"FOHLSRC-FOHLBASE-008-0228-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","228","228","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L228","3fb9edbee256b911631d8d1b0303df287b2821513a759ae8820b367fa48fb182","103","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 重要人物 | 未披露机器人六维力方向的关键科学家或销售负责人。 | 待补。 |"
"FOHLSRC-FOHLBASE-008-0247-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","247","247","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L247","dda8c91525961dafb8c98637481c1825af7b58bb1fc409c88fa895962f7145de","209","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 本地力传感器专题 | 力传感器产业链/市场深度梳理结果 | 研究沉淀 | C / E | 行业价格带、国产替代、玩家横向对比、成本拆解 | 引用时需回到原始公告/研报 |"
"FOHLSRC-FOHLBASE-009-0099-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","99","99","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L99","34a26f5c3921b2462ce537cabac578d42c91b2b4393165cd44629e149ecfda63","61","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 一级环节 | 中游核心零部件 / 运动控制平台 |"
"FOHLSRC-FOHLBASE-009-0100-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","100","100","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L100","c531ad43cd1829ed0880c9f9447e3b4c0a991135b8d6439a1530214e91a89e7f","97","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 细分环节 | 电机、驱动器、控制器、编码器、执行器关节模组、灵巧手 |"
"FOHLSRC-FOHLBASE-009-0188-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","188","188","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L188","76dacf3877f8d7753e31f7ffbd881fc11c8eb4a65b1094a5a85e27f2434f1e7a","128","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 质保 / 售后 | 未披露 | 机器人核心部件 | A | 官网有维修服务入口,但未见机器人产品质保口径 |"
"FOHLSRC-FOHLBASE-009-0208-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","208","208","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L208","b38142586bc363c8095d549d26832586c3120d36c70ea3118c525bd2c6274d77","179","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 运动控制“小脑” | 运动控制系统、算法和工具链 | 人形/协作/移动机器人 | 中长期 | 本体厂外采意愿、产品成熟度、软件生态 | A / E |"
"FOHLSRC-FOHLBASE-009-0215-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","215","215","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L215","487063810d449da9c7acc3e9445c309e4b3d1026ef9547d5f168af42734b96e9","181","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 核心团队 | 本轮资料未系统拆到董事长、总经理、机器人核心部件负责人和核心销售负责人履历。 | 需补管理层和机器人业务负责人。 |"
"FOHLSRC-FOHLBASE-009-0217-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","217","217","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L217","9d8bdc9938dde5ee361190dedb7e73285bb5e5d4882689a61442ceb8d31bd0f2","88","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 重要人物 | 未披露可单独归因的机器人业务关键人物。 | 待补。 |"
"FOHLSRC-FOHLBASE-010-0035-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L35","17e46fa15768d4ed6a323bd037d8a6648bf33a6785b466358edb707e5a28b41f","161","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","- 英搏尔已降级为补资料 / 相邻复核队列;缺少新增官方机器人专项来源并重新复审前,不得进入本轮迁移或正式公司池。"
"FOHLSRC-FOHLBASE-010-0067-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","67","67","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L67","d0ed58034aa67c91bc6a28c55df0edc6d566d7cd18ec2009edd65af6424d0036","295","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 增量方向、确定性和弹性 | 增量来源、确定性、弹性、投资读法 | 仅保留为研究观察方向,不构成投资排序、交易建议或收益承诺 | 分析判断需受强字段缺口约束 | 输出通过前改写为观察条件、触发条件、失效条件和风险 |"
"FOHLSRC-FOHLBASE-010-0090-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","90","90","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L90","e709c17c67a50db4eefe636ccdafd49e0fd2757a84e450a2fb28e16ea7c45195","236","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 页码级抽取状态 | NO_VALID_LOCAL_PDF_FOR_PAGE_EXTRACT;抽取文件:无本地页码抽取文件;状态为 NO_VALID_LOCAL_PDF_FOR_PAGE_EXTRACT,需人工下载回执或替代官方 PDF 后才能做页码级年报抽取。 |"
"FOHLSRC-FOHLBASE-010-0092-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","92","92","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L92","62058dcdfb09f48902f86ad8fa2248d1b8c59a861bba3a7833c2b74db1e66c6b","365","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 中文证据摘要 | 公司官网和立体视觉方案页已保存 HTML / 文本快照,可支持机器视觉、可配置视觉系统、智能视觉装备、核心视觉器件和立体视觉方案等范围 / 产品层相关性;上交所年报 URL 返回反爬 HTML,页码级年报抽取仍需人工下载回执或替代官方 PDF;强字段保持缺口。 |"
"FOHLSRC-FOHLBASE-010-0140-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","140","140","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L140","e8a3cdc65c9d26a5d1f8935e5b3487ff4a45387b076a7bad8a169565b7b0ecb1","148","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 虚拟仿真数据采集 | 支持主流国内外仿真平台,降低对硬件依赖 | 可用于仿真数据、合成数据和策略训练 | C/E |"
"FOHLSRC-FOHLBASE-010-0195-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","195","195","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L195","739161be64551487374f35a5a1b04a8d4067ffb9a063c11278f995cc3b764993","127","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 产品寿命 / 更换周期 | 未披露;动捕和视觉系统更适合按设备折旧、维护和软件升级周期跟踪 |"
"FOHLSRC-FOHLBASE-010-0205-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","205","205","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L205","63894f0b3b4caab4157c883249509901aedb048f0bb0e4f5b0b21e14cd715f1b","129","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 软件和算法研发 | VisionWARE、F.Brain、AI 模型和行业算法 | 研发费用率较高,长期决定产品差异化 |"
"FOHLSRC-FOHLBASE-010-0207-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","207","207","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L207","d3879ab4c027710a8de13c9967a98dadae8b453553b72769455acd029ffd0124","133","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 数据采集系统 | 动捕硬件、标定、多传感器融合、仿真平台适配 | 具身数据平台能否规模化的关键 |"
"FOHLSRC-FOHLBASE-010-0217-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","217","217","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L217","d4b0d716ea78c3ea4014dc092fc4563256992391a49f8ef5a53bf61ecdafbaa9","119","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| AI + 视觉算法升级 | VisionWARE 与 F.Brain 提升复杂场景检测能力,增强软件价值 | 中 | 中高 |"
"FOHLSRC-FOHLBASE-010-0219-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","219","219","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L219","d3d872e2932ea514e1983124e4e2358caf4060f69347dab2abd464f63804b006","80","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| OCS 光交换 | 算力网络和数据中心光交换需求增长 | 中 | 高 |"
"FOHLSRC-FOHLBASE-010-0237-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","237","237","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L237","d18727eb2e50e7f5240577930a40a6659bbcb8cb501e89c45f2972e851ad4259","168","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 核心零部件玩家横向对比总表 | `E:/industry/doc/research/机器人核心零部件玩家横向对比总表.md` | E | 与其他视觉/感知玩家对照。 |"
"FOHLSRC-FOHLBASE-010-0258-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","258","258","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L258","3dd64101d171521302dd403fbd785b3f6c2e4cc0b1aec097953ba53f55f32fd8","136","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 数据闭环 | 动捕、遥操作和仿真数据采集可服务具身模型训练,但是否进入本体厂训练体系需验证。 |"
"FOHLSRC-FOHLBASE-011-0101-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","101","101","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L101","a1f52b8079480daee77b5d5f555044b83e0853a67630ca7acbac46b97040e014","70","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 一级环节 | 中游核心零部件 / 精密传动与执行部件 |"
"FOHLSRC-FOHLBASE-011-0103-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","103","103","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L103","a679cb835548f220bc1800597dafea51dae123914858aa744755063111cd9e9a","272","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 产品位置 | 旋转关节:谐波减速器 + 无框力矩电机 + 编码器 + 传感器 + 驱动器;直线关节:行星滚柱丝杠 + 高功率密度电机 + 控制系统。绿的主要覆盖其中的精密传动、执行器模组和部分电机/驱动配套。 |"
"FOHLSRC-FOHLBASE-011-0182-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","182","182","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L182","d4fc7e27d3f0635ea94f650377a07c96627c93ce1b282fbbb9b942a7b8d10fba","170","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","- 增量来源:谐波减速器和机电一体化产品若进入人形关节或协作机器人新型号,可在原有工业机器人基础上形成第二增长曲线。"
"FOHLSRC-FOHLBASE-011-0195-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","195","195","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L195","f32e7a8485af69da217aab35c26840e5be945c45ba4270096ff544ca0bf0a717","194","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 寿命 / 更换周期 | 未披露统一寿命口径 | 谐波减速器、机电一体化产品 | A | 年报多次强调寿命、可靠性提升,但未给出统一测试条件和寿命数字 |"
"FOHLSRC-FOHLBASE-011-0204-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","204","204","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L204","ada910a591b9be1ca0530a69412c17c272a4e31e9866680e9e5feb151bbf2d43","213","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 主要原材料 | 钢材、刀具、检具、铝材、电子元器件、轴承等;核心制造环节围绕柔轮、刚轮、波发生器、轴承配套、热处理、精密加工、装配和测试。 | A / E |"
"FOHLSRC-FOHLBASE-011-0219-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","219","219","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L219","c241b0f59ba49132cd51e925be5ff08f3386fd1196ff987df99464b35d668486","208","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 智能谐波减速器 | 内置 MEMS 应变/温度传感器的智能谐波 | 具身智能机器人力控关节 | 中长期 | 传感器集成可靠性、标定体系、算法闭环和成本可接受 | A / E |"
"FOHLSRC-FOHLBASE-011-0226-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","226","226","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L226","e2beb4e682176aa3132b282ab9a538775e92e9d77649a79ac6ee3888562791fa","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 核心团队 | 法定代表人为左昱昱;本轮资料未系统拆到董事长、总经理、核心研发负责人和销售负责人履历。 | 需补管理层和核心技术人员履历。 |"
"FOHLSRC-FOHLBASE-011-0249-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","249","249","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L249","5494fdcaadf181f89712d53d569d5edde57b0538f91365c3500ff7d783e2d04c","134","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 分析判断 | 基于公告和产品逻辑归纳 | 分析 | E | 话语权、增量来源、成本敏感项 | 不作为事实披露 |"
"FOHLSRC-FOHLBASE-012-0093-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","93","93","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L93","9c0c39cf66aeda605c81509c138b9493d2d13a1628a2252a2655b62b7d94e564","154","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 主营业务 | 制冷空调电器零部件、汽车零部件,核心产品涵盖阀、泵、换热器、控制器、传感器及系统集成组件。 |"
"FOHLSRC-FOHLBASE-012-0102-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","102","102","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L102","7a31f701f45506c487a859787be7cc6ab42c09dd79b713ecf50d85e4a4e9bad7","163","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 产品位置 | 位于机器人关节运动执行层,覆盖驱动装置、传动装置、感知装置、控制装置等执行器核心模块的集成设计。 |"
"FOHLSRC-FOHLBASE-012-0113-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","113","113","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L113","778da6fe3539f3d9a9c616bedcb110d1ba6c2dfa3e667b3f5af8858ca76e2176","320","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 旋转执行器 | 肩、髋等大角度旋转关节 | 永磁无刷电机、减速器、抱闸、编码器、扭矩传感器、轴承等组合是行业方案线索 | 研发目标包括提升旋转执行器电机功率密度,使旋转驱动器更轻更小 | A/C | 方案是否自研、是否外采减速器/传感器 |"
"FOHLSRC-FOHLBASE-012-0114-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","114","114","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L114","2839beaef0e5db08f4b3d2d42a28c8a0fb486f484d773c78504985cc24f7e5ec","239","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 直线执行器 | 膝、肘、腕、踝等关节 | 电机 + 丝杠将旋转运动转化为直线运动 | 研发目标包括行星滚柱丝杠工艺探索及产品化,提升伺服关节功率密度 | A | 丝杠来源、良率、寿命 |"
"FOHLSRC-FOHLBASE-012-0200-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","200","200","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L200","637c299c69cb400cd548982b9491225ced77b62f7e0ba95b54512389d502ca40","174","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 电机与电控 | 公司披露具备各类电机自研自制能力,电机控制技术与阀泵技术同源 | A | 无框电机/伺服电机性能、成本、外供能力 |"
"FOHLSRC-FOHLBASE-012-0221-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","221","221","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L221","98254b49594e7e0b7e686b275eaa2fb70c2e24d5d81fb0608fc8e5d7e431d9ad","148","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 重要人物 | 未披露机器人项目核心科学家、业务负责人或关键销售负责人。 | 待补管理层和项目负责人履历。 |"
"FOHLSRC-FOHLBASE-013-0103-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","103","103","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L103","61cac06495cb5b87de389a79564261c8c51f164f2ce66dbdadcb9b81569daf44","187","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 产品位置 | 位于机器人关节和末端执行器的动力与运动执行层,可覆盖电机、减速机构、控制器、传感器、编码器、驱动器、通讯集成等。 |"
"FOHLSRC-FOHLBASE-013-0104-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","104","104","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L104","e1a4d176a3017623369d14137409c5278ff04c84b6dd81342a3499ac2926aa19","181","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 相邻环节边界 | 拓普不是机器人本体厂,也不是单一电机厂;其机器人业务核心在汽车机电一体化、精密制造和平台化总成能力迁移。 |"
"FOHLSRC-FOHLBASE-013-0115-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","115","115","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L115","31376fbf6147c9b427f4e7da9dedeee76c64efc020f89799d9e320b9a33e762d","183","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 灵巧手电机 | 手部末端执行器 | 小型化电机及驱动集成 | 年报披露延伸至灵巧手电机等核心部件研发 | A | 是否外供整手厂/本体厂、单价 |"
"FOHLSRC-FOHLBASE-013-0189-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","189","189","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L189","6715f5f8011d8db6bbf20674cc933bd988c8d512ea302a715017b3a97520f023","164","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 质量与认证 | 汽车电子、底盘、空气悬架、热管理等有车规级研发和质量体系 | A | 机器人产品仍需独立验证可靠性和售后 |"
"FOHLSRC-FOHLBASE-013-0195-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","195","195","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L195","57dfd6f141847bb9a690f9f90934f65ccedac625b4eb53c716fb44f143c57351","110","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 电机 | 机器人执行器核心动力来源 | A | 无框电机、永磁伺服电机自研比例和成本 |"
"FOHLSRC-FOHLBASE-013-0196-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","196","196","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L196","05afb1b547529d0fbbdd25ac8756c53ed7aec4f94893dca21b6a34c6aa78fd23","102","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 减速机构 | 决定扭矩、精度、效率和寿命 | A | 减速器路线、外采/自制比例 |"
"FOHLSRC-FOHLBASE-013-0197-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","197","197","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L197","add6817855db026bcdb52bc597322f401882c6a154d18722ad380ec7ef98c3ec","107","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 控制器 / 驱动器 | 决定响应、通讯和闭环控制 | A | 控制器外供还是随总成销售 |"
"FOHLSRC-FOHLBASE-013-0216-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","216","216","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L216","ce51686cba79cd1cc013459c269372f692ddd841ac18d1ce0409abb94c6e9934","193","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 核心团队 | 实际控制人为邬建树;本轮资料未系统拆到机器人执行器事业部负责人、技术负责人和销售负责人履历。 | 需补机器人事业部团队。 |"
"FOHLSRC-FOHLBASE-013-0219-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","219","219","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L219","dc44d35ce2ad778f84c8c2b3b4665c3e447eef9e619cd2dda205b1b9429a1c8a","193","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 团队稳定性 | 未见核心团队异常变动线索;年报披露已拆分设立执行器事业部,并新设机器人相关主体。 | 组织方向明确,仍需验证团队配置。 |"
"FOHLSRC-FOHLBASE-014-0035-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L35","17e46fa15768d4ed6a323bd037d8a6648bf33a6785b466358edb707e5a28b41f","161","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","- 英搏尔已降级为补资料 / 相邻复核队列;缺少新增官方机器人专项来源并重新复审前,不得进入本轮迁移或正式公司池。"
"FOHLSRC-FOHLBASE-014-0067-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","67","67","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L67","d0ed58034aa67c91bc6a28c55df0edc6d566d7cd18ec2009edd65af6424d0036","295","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 增量方向、确定性和弹性 | 增量来源、确定性、弹性、投资读法 | 仅保留为研究观察方向,不构成投资排序、交易建议或收益承诺 | 分析判断需受强字段缺口约束 | 输出通过前改写为观察条件、触发条件、失效条件和风险 |"
"FOHLSRC-FOHLBASE-014-0090-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","90","90","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L90","e709c17c67a50db4eefe636ccdafd49e0fd2757a84e450a2fb28e16ea7c45195","236","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 页码级抽取状态 | NO_VALID_LOCAL_PDF_FOR_PAGE_EXTRACT;抽取文件:无本地页码抽取文件;状态为 NO_VALID_LOCAL_PDF_FOR_PAGE_EXTRACT,需人工下载回执或替代官方 PDF 后才能做页码级年报抽取。 |"
"FOHLSRC-FOHLBASE-014-0092-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","92","92","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L92","5d7d509e300ed54577edc2f31f0da99722b489a29a093a01ccf29d7dcd9475cd","398","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 中文证据摘要 | 公司官网及新能源 / 机器人页面已保存 HTML / 文本快照,可支持机器视觉算法、数据处理、精密驱控、精密机械设计和面向机器人领域的高精度测量 / 检测产品等范围 / 产品层相关性;上交所年报 URL 返回反爬 HTML,页码级年报抽取仍需人工下载回执或替代官方 PDF;强字段保持缺口。 |"
"FOHLSRC-FOHLBASE-014-0121-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","121","121","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L121","c00323513eb23374fb8040f66fe0f5b2163f818642cfd561c3429d52917509f5","80","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 核心子公司 | 天准星智科技,面向智能驾驶和泛机器人 | C |"
"FOHLSRC-FOHLBASE-014-0128-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","128","128","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L128","86c8d4f6cf90896ec05134ce7d1884cc09787d0c0bf9c204c742df08b3f7ce7f","253","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 上游 | AI 芯片、SoC、相机、LiDAR、通信接口、存储、电源 | 基于 NVIDIA Jetson / Jetson Thor、地平线征程芯片开发域控制器 | 上游核心算力芯片依赖外部生态,天准的价值在硬件工程化和场景适配 |"
"FOHLSRC-FOHLBASE-014-0187-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","187","187","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L187","848765f11218334da91451a22d086d15f36a9fe7ebbffd95d624776aef46194f","176","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","- 增量来源:视觉测量、智能装备和具身控制器线索若进入机器人产线、视觉标定或运动控制链,可形成工业视觉向机器人系统迁移。"
"FOHLSRC-FOHLBASE-014-0198-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","198","198","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L198","b1bb492902a6add403c2bea9f835abb5d833e34411404976352f7662e5187854","141","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 产品寿命 / 更换周期 | 未披露;控制器更适合按电子硬件可靠性、接口稳定性、软件 OTA 和维护周期跟踪 |"
"FOHLSRC-FOHLBASE-014-0208-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","208","208","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L208","c273f2a9b96c3cce2ea3d2e6b3117e22e9c60ed89df574749cf3456c82fb87b3","138","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| AI 计算模组 / 芯片 | Jetson / Jetson Thor、地平线征程等 | 是控制器成本核心,受上游芯片价格和供给影响 |"
"FOHLSRC-FOHLBASE-014-0209-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","209","209","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L209","73e6783ba9dc6f1ecc9079059390d9931af996d52d1a838d247c91edbb62f728","146","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 板级设计和接口 | GMSL、以太网、miniIO、同步触发、电源、散热、抗振动设计 | 决定机器人本体适配和可靠性 |"
"FOHLSRC-FOHLBASE-015-0035-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","35","35","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L35","17e46fa15768d4ed6a323bd037d8a6648bf33a6785b466358edb707e5a28b41f","161","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","- 英搏尔已降级为补资料 / 相邻复核队列;缺少新增官方机器人专项来源并重新复审前,不得进入本轮迁移或正式公司池。"
"FOHLSRC-FOHLBASE-015-0067-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","67","67","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L67","d0ed58034aa67c91bc6a28c55df0edc6d566d7cd18ec2009edd65af6424d0036","295","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 增量方向、确定性和弹性 | 增量来源、确定性、弹性、投资读法 | 仅保留为研究观察方向,不构成投资排序、交易建议或收益承诺 | 分析判断需受强字段缺口约束 | 输出通过前改写为观察条件、触发条件、失效条件和风险 |"
"FOHLSRC-FOHLBASE-015-0090-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","90","90","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L90","e709c17c67a50db4eefe636ccdafd49e0fd2757a84e450a2fb28e16ea7c45195","236","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 页码级抽取状态 | NO_VALID_LOCAL_PDF_FOR_PAGE_EXTRACT;抽取文件:无本地页码抽取文件;状态为 NO_VALID_LOCAL_PDF_FOR_PAGE_EXTRACT,需人工下载回执或替代官方 PDF 后才能做页码级年报抽取。 |"
"FOHLSRC-FOHLBASE-015-0140-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","140","140","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L140","9826daf2f25dc8c783b6df0f6ae6abc4e71a3d7b0e730cf48286e30e2810e51d","159","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 激光雷达 EEL 系列 | 激光雷达光源 | 公司积极布局车载 EEL 边发射激光器 | 布局推进 | A | 是否批量进入激光雷达方案商 |"
"FOHLSRC-FOHLBASE-015-0205-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","205","205","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L205","2678ef09eb6a2b15cf7e0cfa060f2e2368486100d354f87a81378eacaa29d6c7","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 寿命 / 可靠性 | 年报披露研发流程包含可靠性实验和寿命分析,车载芯片通过车规认证 | 需要具体型号寿命、失效率、工作温度、车规 / 工规测试 |"
"FOHLSRC-FOHLBASE-015-0236-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","236","236","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L236","2d555ff0a65622af123efed9ec0eacd188e1a3200abb8da133f0ed8427d6b904","94","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 工业高功率激光 | 国产替代、激光加工渗透和高功率升级 | 中高 | 中 |"
"FOHLSRC-FOHLBASE-015-0239-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","239","239","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L239","fc524f29b6b736ad7db56d6d8b3674202a8e9ca02de2246ec149098e9c092457","133","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 机器人视觉传感 | 移动机器人、服务机器人、人形机器人对 ToF / SL / 激光雷达需求提升 | 中低 | 高 |"
"FOHLSRC-FOHLBASE-015-0251-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","251","251","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L251","2fd094d4937d3c8d4c2eabd90df19468b9a474c4bd4d770d15bebd1905ed14d9","124","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 产品寿命和可靠性 | 仅披露认证 / 流程,缺型号数据 | 车规、工规和机器人场景可靠性测试 |"
"FOHLSRC-FOHLBASE-016-0079-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","79","79","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L79","c47cb424e2129338a8935bf851645c952b302c33e7e123a38c9884a25eeae144","149","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 弹性来源 | ZWHAND 灵巧手、微型传动系统、空心杯电机、微型丝杠、电控和宝安灵巧手及微型驱动系统产业园。 |"
"FOHLSRC-FOHLBASE-016-0093-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","93","93","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L93","0f8b3d15306df2bfb298cebf68135f51a9f25ed57829e6bde4c0552d29147b38","118","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 官网 | https://www.szzhaowei.net;ZWHAND:https://www.zwhand.com;微型驱动系统:https://www.zwgear.com |"
"FOHLSRC-FOHLBASE-016-0094-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","94","94","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L94","f77ebe5a23de5e9e3247dea78272cefd7c9e41861ece1131a48f87ccf0cd41aa","103","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 主营业务 | 精密零件、微型传动、微型驱动系统方案的研发、设计与制造。 |"
"FOHLSRC-FOHLBASE-016-0095-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","95","95","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L95","4497a178265a09d5c1c2888d807e5b97e7ae5f90b5d60317f55c7a01b6fb4e28","185","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 机器人相关定位 | 灵巧手整手、灵巧手核心驱动模组、微型齿轮/减速器、无刷空心杯电机、滚珠丝杆、编码器、控制器和微型驱动系统。 |"
"FOHLSRC-FOHLBASE-016-0101-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","101","101","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L101","466fbecf2dcccb1cc163df7e4183f04c2f0c225962a295c374bf5fa2b5172607","82","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 一级环节 | 中游核心零部件 / 末端执行器 / 微型传动与驱动 |"
"FOHLSRC-FOHLBASE-016-0103-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","103","103","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L103","d5e52001e6f902bbcc15023f5ea7e2ff24d4e67df8acb0cb8c2641a3695e6c49","175","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 产品位置 | 位于机器人手部和小型执行机构的动力、传动、控制和总成环节;既可做整手,也可做上游驱动模组和微型传动部件。 |"
"FOHLSRC-FOHLBASE-016-0119-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","119","119","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L119","a0515bf167f5de11cdadb7591139fdcd4ddb0ca8fb652bacd966b1f11d9ffddb","189","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 滚珠丝杆 / 直线驱动 | 手指直线驱动 | 官网披露电机 + 滚珠丝杠耦合结构 | ZWHAND 官网称用于成熟推杆式设计方案 | B | 自制比例、寿命、成本 |"
"FOHLSRC-FOHLBASE-016-0176-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","176","176","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L176","1711f04ce0ce350a22b13ac0f8cdeaced2aec90e387a5b6ffe7a088aadccd853","158","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","- 增量来源:灵巧手、微型传动、空心杯电机和微传动模组若进入高自由度末端执行器,单机价值量和定制化粘性较强。"
"FOHLSRC-FOHLBASE-016-0190-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","190","190","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L190","ec379b2b4b98e4f88c2f79b457bedc1dcb7c6b06606b32fcfbeb9eb76f5f2de7","166","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 质量与测试 | 官网披露 EMC 实验室、智控实验室、可靠性实验室、加速寿命实验室 | B | 支撑工程化能力,但不等同批量良率 |"
"FOHLSRC-FOHLBASE-016-0196-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","196","196","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L196","b223000c4cb420563e8cd4321cdbf28f7e34b3d2182f283c06823b31b34677a0","175","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 精密齿轮和微型减速器 | 影响回差、噪声、寿命、良率和成本,是手部传动核心 | A/B | 齿轮材料和工艺在机器人项目中的成本占比 |"
"FOHLSRC-FOHLBASE-016-0198-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","198","198","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L198","91f7aa40c68bdfb2cf32453e8a8e34268f5fa6d05dd0ed2cef0bba16ba5bc8ce","122","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 滚珠丝杠 / 直线驱动 | 影响手指刚性、传动效率和寿命 | B | 自制还是外购、微型丝杠良率 |"
"FOHLSRC-FOHLBASE-016-0217-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","217","217","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L217","8278de9ea4eedc06f71d33dd92e4a5f03f27c282bb2a9fce9653e84df715efbe","222","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 核心团队 | 实际控制人为李海周、谢燕玲;本轮资料未系统拆到灵巧手业务负责人、微型电机 / 传动负责人和核心销售负责人履历。 | 需补管理层和 ZWHAND 团队履历。 |"
"FOHLSRC-FOHLBASE-016-0218-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","218","218","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L218","db7e0b029ad4b75e29b78ed989b9d1751f16048f621ad411200eecd5fa96bfa5","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 相关经验和年限 | 公司长期做精密零件、微型传动、微型驱动系统,灵巧手整手和核心模组是微型传动能力上移。 | 技术经验与灵巧手高度相关。 |"
"FOHLSRC-FOHLBASE-016-0219-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","219","219","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L219","35fd28d20644e9c87550146b91a6e61b2463a4ab583f3a66b027ca1012b9621a","115","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 重要人物 | 未披露灵巧手产品定义、关键算法、销售拓展方面的核心人物。 | 待补。 |"
"FOHLSRC-FOHLBASE-016-0220-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","220","220","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L220","b5b0faf2368a7914ac140f31a11e0558ada25162260422826962ffd0bbb7ff22","164","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 团队稳定性 | 未见核心团队异常变动线索;A+H 平台和宝安产业园说明公司层面对机器人方向投入较重。 | 观察项偏正面。 |"
"FOHLSRC-FOHLBASE-017-0075-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","75","75","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L75","0c7f993d80d9c35d24a6568f2799b86dd1ebea50871640dfc3d4cee7fce3d9cc","85","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 分析判断 | 话语权、壁垒、增量流向 | 明确基于哪些证据推导 |"
"FOHLSRC-FOHLBASE-017-0081-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","81","81","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L81","385246a74abdaf6d4058e28a1c14ed348bafb48e278bf66ad4c22760731e361b","132","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","机器人电机不是单一产品赛道,而是执行系统里的动力源和系统集成入口。它至少要拆成四条主线:"
"FOHLSRC-FOHLBASE-017-0086-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","86","86","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L86","016c0afe0e7205b9385c9c5b24e80ee057c3ba61749a312a9d0d9c8f94de1a6d","205","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 灵巧手微型电机 | 空心杯、无刷有齿槽、微型无框、微型执行器 | 手指、掌部、腱绳驱动、微型丝杠 | 弹性大,但路线、单手数量、寿命和成本仍在变化 |"
"FOHLSRC-FOHLBASE-017-0108-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","108","108","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L108","0fed5317dbc74291f12b53905ad2abd5a4f8b899ea643341b4dbee6d21cd54c0","151","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 空心杯电机 | 低惯量、响应快、无齿槽效应 | 灵巧手、医疗、微型驱动 | 中高 | 海外成熟,国内加速追赶 | 主线 |"
"FOHLSRC-FOHLBASE-017-0109-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","109","109","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L109","df6390feb88ff5e6f3f4a07f6fde66888a6669ad22d71858ee339b35891e7451","137","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 微型无框电机 | 与微型结构高度集成 | 灵巧手微型关节、微型执行器 | 高 | 早期导入/小批量 | 高弹性 |"
"FOHLSRC-FOHLBASE-017-0110-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","110","110","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L110","f5d3fac00ac7f3e4fa062bfabdd99f04804cfa03e7ee7f173dce5ab171eaa7f3","121","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 无刷有齿槽电机 | 成本低、批量成熟 | 低成本灵巧手、通用微驱动 | 中 | 成熟 | 成本路线 |"
"FOHLSRC-FOHLBASE-017-0112-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","112","112","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L112","25f511bbed3a14a4cf22cbaba3cb547bea9829e11f3fb3af5d449b0456186311","126","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 低压伺服/伺服轮 | 移动驱动和底盘运动控制 | AGV/AMR、移动机器人 | 中 | 已商业化 | 兑现主线 |"
"FOHLSRC-FOHLBASE-017-0114-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","114","114","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L114","497aff57690295fae444439e2fd09e92eb33819f9e3925cb7e6064ffd546a33a","170","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 关节模组/线性执行器 | 电机、驱动、编码器、传动一体化 | 人形关节、协作机器人、灵巧手 | 高 | 快速导入 | 产业链升级方向 |"
"FOHLSRC-FOHLBASE-017-0119-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","119","119","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L119","a451fc829201d4e697453c5cba1ed4819f2a63b9f16163e7ebb6b9ee2752dd64","65","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","- 步进电机全球领先不等于人形机器人主导地位。"
"FOHLSRC-FOHLBASE-017-0131-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","131","131","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L131","8b5e8f7e8dfa5a232d73f7005115d4b8aac58a4bcfb16beb34991c9c60e8e43d","261","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 空心杯电机 | 无铁芯转子,线圈呈杯状 | 惯量低、响应快、无齿槽效应 | 绕线工艺、设备、寿命、成本 | 成熟但国内高端仍追赶 | Maxon、Faulhaber、Portescap、鸣志、伟创、雷赛 | 灵巧手核心路线之一 |"
"FOHLSRC-FOHLBASE-017-0138-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","138","138","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L138","30b68a70df4851a7ba694190aef3f4e348c7fff7aa4e1d402526b1c00eee21a5","36","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","技术路线切换的关键变量:"
"FOHLSRC-FOHLBASE-017-0151-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","151","151","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L151","b37dc512e7aa01c75fed68e376a0d19558f58b915d453e2680cb5cd167b52f9e","87","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","-> 电磁设计 / 定转子制造 / 绕线 / 驱动控制 / 测试标定 / 模组集成"
"FOHLSRC-FOHLBASE-017-0152-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","152","152","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L152","eac95337d6eda3b6283794cb3e8e5e6ab2110fb9613684549d9b38e80fc5295d","84","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","-> 电机本体 / 驱控一体 / 关节模组 / 线性执行器 / 灵巧手微驱动"
"FOHLSRC-FOHLBASE-017-0162-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","162","162","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L162","2fb700fb4d91460e8c57fcc0697f47e008211375770396d5926cdd1e90de1344","193","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 永磁材料 | 决定磁场强度、扭矩密度和效率 | 高性能电机关键材料,受稀土价格影响 | 多为外采 | 磁材价格波动能否被转嫁,是否存在供应锁定 |"
"FOHLSRC-FOHLBASE-017-0164-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","164","164","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L164","e08352a65381504a8cc1f5ac5048c2b0537b65fb283a6f65c7a7e107db511702","140","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 硅钢片/铁芯 | 影响铁损、效率和发热 | 对有铁芯电机重要 | 多为外采 | 高性能薄规格硅钢是否形成瓶颈 |"
"FOHLSRC-FOHLBASE-017-0165-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","165","165","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L165","00b7e63b81092ffee08218d3dd50720cf41baacfd6dee9db2626a01ab6172b9c","211","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 轴承/结构件 | 影响寿命、噪声、同轴度和装配精度 | 不一定是最大成本项,但影响可靠性 | 外采/自制/外协 | 关节模组中结构件和装配精度是否成为良率瓶颈 |"
"FOHLSRC-FOHLBASE-017-0166-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","166","166","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L166","25d70f63a972153e22a0eb38ca20f17d14ecd64e47d2ff10328ba45687222b8c","183","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 编码器/霍尔/传感器 | 提供位置和速度反馈 | 高精度反馈价值量较高 | 外采和自研模块并存 | 国产编码器和传感器能否满足人形关节要求 |"
"FOHLSRC-FOHLBASE-017-0169-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","169","169","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L169","eeded7edc6184c594e106aaefce1836908f2438d2949c5f45292945509d4698e","170","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 散热材料/热设计 | 控制温升和寿命 | 高功率密度场景价值提升 | 设计自研、材料外采 | 高负载连续运行下温升和寿命是否达标 |"
"FOHLSRC-FOHLBASE-017-0178-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","178","178","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L178","4cd1bafa2ca4a3ae8e8ad011d52bb13dfc2a505ce06dd8f7afa181538d06e9b6","178","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 定转子制造 | 冲片、磁钢、绕组、灌封、装配 | 精度、一致性、自动化、良率 | 决定单位成本 | 鸣志、江苏雷利、步科、雷赛、鼎智 |"
"FOHLSRC-FOHLBASE-017-0180-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","180","180","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L180","2273c5c956853e6520b244c2e8da3fb158515834fdae7b462e30a2e4933afa38","178","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 驱动控制 | 驱动器、控制算法、总线协议 | 响应、低速平稳性、发热和可靠性 | 提高附加值 | 汇川、雷赛、伟创、步科、鸣志、禾川 |"
"FOHLSRC-FOHLBASE-017-0184-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","184","184","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L184","d36b3a959c12f660f3117f5ee7f38cde00e374b76be0c89e8bca3f36f8a7d675","33","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","中游话语权排序大致为:"
"FOHLSRC-FOHLBASE-017-0198-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","198","198","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L198","c5c0f2a79adf9e5de6aa12fcd5fe9493a15a8ff56757a482798f1bc0524b63cf","220","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 灵巧手 | 空心杯、微型无框、有齿槽、微型执行器 | 路线分化,小批量和快速迭代 | 自由度提升、手部任务复杂化 | 极高 | 单手电机数量、单价、寿命、温升、噪声 |"
"FOHLSRC-FOHLBASE-017-0218-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","218","218","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L218","3bc3f3583891e6a711ff98bb8af7b831f58c0e612acab4b93311e2072c1da47b","128","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 售后/质保 | 决定真实盈利质量 | 电机寿命、失效率多数未披露 | 质保周期、返修率、失效模式 |"
"FOHLSRC-FOHLBASE-017-0227-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","227","227","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L227","2adf0375eea5ee544ad5de0eaef38089d59a189e56ba32c9c85e00baaeb20f42","331","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 电机 + 驱动 / 编码器方案 | 雷赛智能、步科股份、汇川技术、伟创电气、鸣志电器、禾川科技 | 驱动算法、总线协议、低速平稳性、EMC、系统适配 | 移动机器人、协作机器人、人形关节 | 若控制器和系统定义权在整机厂侧,电机厂价值量可能被压缩 |"
"FOHLSRC-FOHLBASE-017-0234-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","234","234","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L234","1efd3616e36a625bcbdd946b86e1d5f62265ab35e441f1ff2cc7c71f13488595","44","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","- 标准电机本体更容易价格竞争。"
"FOHLSRC-FOHLBASE-017-0290-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","290","290","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L290","f44c4c09c1fbac099a903dc3bc81fbe577482467c8847c4d969c8950b3155f60","160","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 灵巧手自由度提升 | 空心杯、微型无框、微型执行器 | 鸣志、伟创、雷赛、江苏雷利、鼎智 | 单手用量和路线决定空间 |"
"FOHLSRC-FOHLBASE-018-0077-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","77","77","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L77","256aeb97533b3b84fb204cccb0da15e658ccfa7e0293689908608f8a1db4df1d","154","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 机器人模型降本价值 | 接管率下降、调试周期缩短、任务成功率提升、售后减少 | 没有指标支撑的“智能化提升” |"
"FOHLSRC-FOHLBASE-018-0078-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","78","78","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L78","2221ce84bc9bc79bd1a1ab3266bae641fb745b849c881e4f883735e0226074e8","145","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 数据闭环价值 | 遥操作数据、真实任务日志、失败样本、仿真训练服务 | 未进入训练或产品迭代的普通数据 |"
"FOHLSRC-FOHLBASE-018-0143-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","143","143","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L143","4c81249dcf39497d1cc541a04cbef3e1dd80d6f5a8a452caf31d97c1d2e5555e","113","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 工业 AI 质检 | 较强 | 降低误检漏检和人工质检成本 | 高 | 中 | 项目制、数据复用难 |"
"FOHLSRC-FOHLBASE-018-0144-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","144","144","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L144","ebfc674c73117ce08a89be70954f630878bb6119220fe32497d1e29e7034ae1f","133","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 机械臂抓取 / 装配 | 较强 | 提升抓取成功率、柔性产线适配 | 中 | 高 | 物体多样性、节拍和稳定性 |"
"FOHLSRC-FOHLBASE-018-0146-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","146","146","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L146","01e047ca1153c9834619f750c3022525ce95815fd25403ed5a61b4cd365c599b","115","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 服务机器人 | 中 | 提升交互体验、任务配置和远程运维 | 中 | 中 | 留存和续费不稳定 |"
"FOHLSRC-FOHLBASE-018-0151-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","151","151","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L151","346a59968506e77421c574f3143525af79c43e735a758face25f6f6e3889e4e3","151","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 动作 / 应用生态 | 待验证 | 降低任务开发成本,形成开发者分发 | 低 | 高 | 装机基数、应用质量和付费转化不足 |"
"FOHLSRC-FOHLBASE-018-0165-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","165","165","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L165","56131dc4e82f4956860c354c6e6a037eafa8d334d0b75d4ea78eb965a80cc947","115","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 单台价值量 | 每台机器人模型 / 软件 / 云服务费是多少 | 区分一次性授权和持续订阅 |"
"FOHLSRC-FOHLBASE-018-0169-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","169","169","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L169","aef4349c20025f558b1803653befbfcd316af539073532f7a453ff11f83b7da4","142","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 权限与审计 | Agent 是否能操作设备、系统和数据,是否有日志和回滚 | 高权限执行是物理场景商业化门槛 |"
"FOHLSRC-FOHLBASE-018-0173-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","173","173","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L173","20ab8188deec9027a6173cbb96ade4b5854aaf30a4ad3c5596521a0589ab9dc3","145","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 数据资产 | 真机、仿真、无本体采集、部署日志分别有多少 | 不能只写“拥有大量数据”,要拆来源和质量 |"
"FOHLSRC-FOHLBASE-018-0203-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","203","203","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L203","0d090abce1728341ad6b96e8d37e5e852966eecfc24def58041d9e5710e2adec","106","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 模型训练算力 | 大模型、VLA、世界模型训练成本 | 早期投入高,规模化后摊薄 |"
"FOHLSRC-FOHLBASE-018-0206-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","206","206","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L206","14651c21a9f6f8c6e5caf555a4d2368b56fd0d9c6df6231df6830ce99095cacd","127","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 缓存与模型路由 | 上下文缓存、低高阶模型分层、端云协同 | 能降低重复任务成本和响应延迟 |"
"FOHLSRC-FOHLBASE-018-0209-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","209","209","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L209","0e7aa57333a198ef3fb3e413faea91e851fbfdbe339367bfb59591517b9e9634","100","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 数据标注和清洗 | 标注、筛选失败样本、格式统一 | 影响训练效率和质量 |"
"FOHLSRC-FOHLBASE-018-0220-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","220","220","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L220","e8a745c56f3d02b8e9b5dfa9a59098f2d7a5ee33b621dbe9c612f88ab5163886","91","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 接管率下降 | 自动化水平提高,远程人工减少 | 接管率、人工成本 |"
"FOHLSRC-FOHLBASE-018-0225-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","225","225","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L225","f6f3431530aa9c3e102616a251e001c94ed2872004050a32a3dd56a57b5e2b89","112","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 端侧算力优化 | 推理延迟和功耗下降,云调用减少 | 端侧成本、云成本、响应时延 |"
"FOHLSRC-FOHLBASE-018-0261-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","261","261","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L261","44a1e9f89d5d499d19d4571dbbc31930d2eb637519ef4224ca51f4e30ddad526","127","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| Agent 是否有可审计的任务完成率和权限控制 | 判断高权限任务执行能否进入企业 / 机器人场景 |"
"FOHLSRC-FOHLBASE-018-0263-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","263","263","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L263","d114ce64173f09410c31cee02f98b2853f40ab70e8320606eb82e2d2daae7726","64","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 接管率是否下降 | 决定自动化程度和运营成本 |"
"FOHLSRC-FOHLBASE-018-0267-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","267","267","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L267","353c914e500b490fa091f5526e34534b048bfe50aee78f6b89684c3d131c656e","124","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 训练数据是否来自真机、仿真、无本体采集还是公开数据 | 决定数据质量、成本和可复用性 |"
"FOHLSRC-FOHLBASE-018-0271-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","271","271","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L271","a9da21fc40cb7c41cef747ee82fe151ffe62ed9a32bd96cedefc9d7077c681b9","101","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 工业 AI Agent 是否形成多年 OPEX 订阅 | 判断工业模型闭环是否比项目制更优 |"
"FOHLSRC-FOHLBASE-018-0273-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","273","273","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L273","f5dd6884947515eaa1ae2a19e5dc4ff2d5af1be5f6b44c62aea6ab5f4a749907","64","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 端侧部署是否可行 | 决定延迟、隐私和云成本 |"
"FOHLSRC-FOHLBASE-018-0311-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","311","311","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L311","d9ec77d43f383c9faf277d6b2dd3e1d00604a9cb3197b62d6e71a2ffac86b3e6","151","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 模型服务状态和 SLA 资料 | 可用性、性能降级、故障恢复、企业 SLA | 用于判断机器人任务能否依赖云端模型服务 |"
"FOHLSRC-FOHLBASE-019-0058-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","58","58","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L58","1e5508258bd9b8dbebf3ccbd23fce941481bc9e698482632ecbe4fc7d031545a","172","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","> 文档定位:第一轮骨架版,重点梳理机器人所需模型的产品边界、模型分层、产业链位置、玩家坐标、话语权和后续验证问题。"
"FOHLSRC-FOHLBASE-019-0063-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","63","63","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L63","859824b613e4427e0b322975f2f4e151a0651d27b968b877700a5aaf539c5887","443","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","机器人模型不能简单等同于“大模型”。机器人真正需要的是一组能进入真实任务闭环的模型系统:感知模型负责看见世界,交互模型负责理解用户,Grounding 模型负责把语言落到真实物体和空间,任务规划模型负责拆解步骤,动作策略 / VLA 模型负责生成动作或动作意图,世界模型和安全评估模型负责预测风险、降低试错和约束失控。"
"FOHLSRC-FOHLBASE-019-0093-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","93","93","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L93","2bf95ee964330c8e55ad0ccca2418d5b3a93083c17df7b7ae4d1398b84fcff80","124","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 文本、语音、意图 | 交互模型 | 改善用户入口和体验 | 是否能驱动任务,而不是停留在聊天 |"
"FOHLSRC-FOHLBASE-019-0094-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","94","94","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L94","c4a7ab4800a7c8f7267fd2f75f6adbcac9eaeb7778e1fa50d1d2bc769454a220","148","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 目标框、分割、深度、位姿 | 感知 / 视觉模型 | 形成可执行环境输入 | 是否进入抓取、导航、避障、质检闭环 |"
"FOHLSRC-FOHLBASE-019-0097-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","97","97","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L97","2307758ba4f2beb4d5d15056dafa38698efcbf016e7d68a38cb73bacaa17b175","149","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 轨迹、动作 token、策略 | 动作策略 / VLA 模型 | 接近机器人执行能力核心 | 是否有真实部署、成功率和泛化数据 |"
"FOHLSRC-FOHLBASE-019-0098-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","98","98","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L98","738b1668b9f4e69eb9a24bcbbfd80ec167cce84d138ec77558ef5eadd28c63c5","157","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 风险、失败概率、仿真结果 | 世界模型 / 安全模型 | 降低试错和接管成本 | 是否能降低事故、停机、接管和调试成本 |"
"FOHLSRC-FOHLBASE-019-0100-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","100","100","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L100","5111176c930aeb69b73ff233625f0f71b5b9d8f2918ad2495b8e6f6f35e5fee1","132","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","分析时不能只写“公司有大模型”。必须说明模型输出落在哪一层,以及是否进入机器人任务闭环。"
"FOHLSRC-FOHLBASE-019-0110-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","110","110","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L110","e887f05effcd4b9ae6b20332e423c11847c337f6564b7d5ccb56bd4047e6806c","187","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 无本体数采 | UMI、第一视角、外骨骼、动作捕捉等,成本和扩展性优于真机 | 能快速扩数据,但力觉、触觉、关节状态和动作精度可能不足 |"
"FOHLSRC-FOHLBASE-019-0112-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","112","112","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L112","80295f2cb87d328182feb796e838b359c35dc68794a73c4b998c7c5ed2039494","145","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 真实部署日志 | 包含成功、失败、故障、接管和环境差异 | 有存量机器人和运营场景的本体厂 / 运营商更强 |"
"FOHLSRC-FOHLBASE-019-0138-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","138","138","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L138","bc2add2901e84583eee0b20cc42334deeecd7cf9394c11365c7071470b582851","113","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| SDK / 开发平台 | AI 平台、机器人 OS / SDK 厂商 | 开发者数量、企业版收费、生态粘性 |"
"FOHLSRC-FOHLBASE-019-0152-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","152","152","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L152","cca1708f31a895cfdfe7b45262c957b3fd46c3e7c2a9b4e5de6f967c9aefd9b0","338","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 世界模型 / 仿真辅助 | NVIDIA Cosmos、Isaac / Omniverse、各类物理 AI 仿真平台 | 生成场景、预测物理结果、辅助策略训练和安全评估,不直接替代控制器 | 商业化更可能来自训练平台、仿真授权、算力消耗和企业工具链,而不是单独卖“机器人会做事”的模型 |"
"FOHLSRC-FOHLBASE-019-0176-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","176","176","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L176","3a9f832a1fc247b0f295f5a27342bffa0aa6f0e1021dbe2524ed51862c0cd0f0","136","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 交互层 | 用户意图理解了吗 | 语音、多轮对话、记忆、意图识别 | 容易被高估,必须看是否驱动任务 |"
"FOHLSRC-FOHLBASE-019-0177-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","177","177","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L177","ef88b634f78bf9ccad0b056e3b961a42a8a23bf9b6b87376231e11e62e463d19","140","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| Grounding 层 | 指令落到真实对象了吗 | 指代表达、空间定位、对象可操作性 | 是交互走向执行的关键断点 |"
"FOHLSRC-FOHLBASE-019-0178-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","178","178","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L178","65add8248a3c3e3c1bcfe4ccfc218b15035cd74c21b364d417f23215120bb609","139","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 规划层 | 任务能拆成可执行步骤吗 | 工具调用、行为树、异常分支 | 决定机器人是否能从聊天走向做事 |"
"FOHLSRC-FOHLBASE-019-0179-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","179","179","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L179","6d91290061ef1270abcb8d23945b4dbb2b4f1e99526b648ac9a6188dcf531242","142","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 策略层 | 能否生成可执行动作 | VLA、模仿学习、强化学习、抓取策略 | 长期弹性大,短期部署证据要谨慎 |"
"FOHLSRC-FOHLBASE-019-0183-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","183","183","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L183","df93e9153d7de05016cba971e207c8c362da32127cfdd0625bdcc7e2ba0bea1d","100","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","本轮研报中反复出现的 VLM / VLA / 世界模型,可先按下面口径进入后续分析:"
"FOHLSRC-FOHLBASE-019-0187-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","187","187","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L187","f459c155038eb99cf7c0ffe4a88175d2a7f877ff0b2700e462a940a548922a9e","301","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| VLM / 多模态理解模型 | 语义理解、物体和场景描述、高层任务意图 | 更接近“慢思考”和高层理解,帮助机器人知道用户想要什么、环境里有什么 | 不能因为有 VLM 就认定具备动作能力,要看是否接到 Grounding、规划和控制闭环 |"
"FOHLSRC-FOHLBASE-019-0188-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","188","188","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L188","22763161eb5d27dc0524ffd91e89708eef2191f46348c3d0871214380bd50a9c","304","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| VLA / 动作策略模型 | 动作 token、轨迹、抓取 / 移动 / 操作策略 | 把视觉、语言和机器人状态转成可执行动作或动作意图,是通用操作能力的关键环节 | 需要看真实任务成功率、泛化任务数、接管率和部署规模,不能只看演示视频 |"
"FOHLSRC-FOHLBASE-019-0189-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","189","189","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L189","2e89b95af5b3513ce511835a8040192bfd2adfdd7f1840ebb940716b25e84b64","283","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 世界模型 / WFM | 未来状态、环境变化、物理交互结果、合成训练样本 | 帮助机器人低成本试错、生成长尾数据、做闭环仿真和策略评估 | 重点验证是否真的降低训练成本和现场调试成本,是否能跨机器人本体迁移 |"
"FOHLSRC-FOHLBASE-019-0194-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","194","194","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L194","3915239ee2c5057dd56c001fba531c9702711160948993fd269b085baefa45dd","298","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","公开资料进一步验证了一个核心口径:VLM 可以进入机器人系统,但 VLM 本身不等于动作模型;VLA 的关键差异在于把视觉、语言和机器人状态映射到动作、动作 token、轨迹或电机指令。分析公司时,必须问清楚模型停在哪一层。"
"FOHLSRC-FOHLBASE-019-0207-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","207","207","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L207","c092f2bd900cfd32cfb348741a61903ed9076f5f20f031afb92a581ef34f463d","372","0","https://octo-models.github.io/","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","SOURCE_SUPPORTED_WITH_SAME_SCOPE","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| [Octo](https://octo-models.github.io/) | Octo 是开源通用机器人策略,基于 Open X-Embodiment 数据集预训练,支持语言指令、目标图像和不同机器人动作空间的快速微调。 | VLA 之外还要跟踪“通用机器人策略”路线:它未必以 VLA 命名,但核心仍是跨本体、跨传感器、跨动作空间的策略泛化。 |"
"FOHLSRC-FOHLBASE-019-0216-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","216","216","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L216","a19275049db444be40c544ebe372c7fda562f9ca096e9b38dbac55cbcf3e7bca","179","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","后续公开资料补充按“定义边界 -> 代表项目 -> 数据资产 -> 工具链 -> 商业化 -> 公司映射”的顺序推进,避免把所有材料堆成新闻列表。"
"FOHLSRC-FOHLBASE-019-0246-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","246","246","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L246","1f9dd2691a3f70802a4426d5502900373b3f0045b7a91a7f093008f404957210","389","0","https://research.google/blog/palm-e-an-embodied-multimodal-language-model/","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","SOURCE_SUPPORTED_WITH_SAME_SCOPE","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| [PaLM-E](https://research.google/blog/palm-e-an-embodied-multimodal-language-model/) | 具身 VLM / 高层规划 | Google Research 称其把机器人传感器数据注入语言模型,并具备视觉语言能力 | 价值在统一表示视觉、语言和机器人状态,低层动作仍需策略或控制器 | 输出接口、是否直接生成动作、与低层 policy 的连接方式 |"
"FOHLSRC-FOHLBASE-019-0256-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","256","256","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L256","feb581a87a309c34c9307cec6923557e39ed4183f19162d76d84ba35f2888bc1","362","0","https://umi-gripper.github.io/","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","SOURCE_SUPPORTED_WITH_SAME_SCOPE","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| [UMI](https://umi-gripper.github.io/) | 无本体数据采集 + 策略学习 | 用手持夹爪采集人类示范,强调低成本、便携和可迁移到机器人策略 | 是降低操作数据采集成本的重要路线,但要验证和真机遥操作数据的质量差异 | 单小时数据成本、有效数据率、可迁移任务、状态 / 力觉字段 |"
"FOHLSRC-FOHLBASE-019-0265-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","265","265","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L265","01f4fea756d4e8ef57cc9f0d2a76125879d97d4b24e65465cb25e4fe96b47ce2","222","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 开源社区路线 | LeRobot、SmolVLA、Octo、Open X-Embodiment | 用开源模型、公开数据和低成本硬件降低门槛 | 有利于标准扩散,但商业化能力取决于企业采用、服务和硬件生态 |"
"FOHLSRC-FOHLBASE-019-0286-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","286","286","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L286","37908a352d2fbfb8d7628e884bc24875be2ae1efd38792502f1c16f1d5d13dfd","189","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 工具链平台 | NVIDIA、LeRobot、OpenPI、Octo | 训练 / 仿真 / 微调 / 部署工具、企业服务、算力消耗 | 开发者数量、企业采用、训练降本、迁移成本 |"
"FOHLSRC-FOHLBASE-019-0305-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","305","305","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L305","94852f28c511dd869ec0f12e456f8916bc96dfbb63240f190567d6901c25a20a","174","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","判断模型是否真的有商业价值,核心不是“能不能演示成功”,而是它能否带来任务成功率提升、接管率下降和单位任务成本下降。"
"FOHLSRC-FOHLBASE-019-0342-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","342","342","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L342","981d11f0d026ec661c1578d4f17582fb36935a8e6cbde5072c3d2e402bc9addf","251","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 单一 VLA / 通用策略模型 | 一个模型统一处理视觉、语言和动作输出 | 长期泛化潜力强,可能减少手工规则 | 数据、算力、可靠性、安全验证难 | 长期方向,短期不能直接写成成熟商业模式 |"
"FOHLSRC-FOHLBASE-019-0343-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","343","343","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L343","c0f77816006d5a0276d994e0286c87f0db439582b734fc4355f6ed4a506926c0","290","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| VLA + 世界模型互补 | VLA 负责“如何行动”,世界模型负责“行动后会发生什么” | 有机会同时提升动作泛化和低成本试错 | 需要动作数据、未来状态预测和闭环评测同时成立 | 本轮研报强化的重点主线,适合持续跟踪 |"
"FOHLSRC-FOHLBASE-019-0344-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","344","344","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L344","dc8dae8842aa2e93b023093fb8ac8f7ccd6b156da7e6772890264802e5738934","199","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 混合双系统架构 | 高层大模型规划,低层专用模型和控制器执行 | 兼顾泛化和稳定性 | 高低层接口、延迟、安全兜底要验证 | 最值得跟踪的产业主线 |"
"FOHLSRC-FOHLBASE-019-0349-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","349","349","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L349","beddcbcd274eee09efcc28655238ae2aac86810032b3dec216961391d1f76706","194","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 仿真 + 真实数据混合 | 仿真训练补规模,真实数据校正 | 降低试错,扩展长尾场景 | 迁移差距和仿真真实性 | 与 NVIDIA、仿真平台、本体厂强相关 |"
"FOHLSRC-FOHLBASE-019-0352-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","352","352","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L352","695c738148bba366d8258eff0db355f37854c96d8f1db3b7872a7f322305de2f","268","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 动作 / 任务应用生态 | 将可复用动作、任务策略、工艺包以应用形式分发 | 有机会形成开发者生态和分成模式 | 早期应用质量、付费意愿和硬件兼容性待验证 | 可跟踪 Unitree UniStore 等动作应用平台线索 |"
"FOHLSRC-FOHLBASE-019-0375-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","375","375","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L375","60f444fa05baa21fa5ad552625591be3f29e606539d3a3b9e3fcfdde16c12231","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 交互模型 | 语音、对话、意图、多模态理解 | API、按台授权、订阅、硬件打包 | 用户入口、响应体验、场景知识 | 单台费用、留存、是否驱动任务 |"
"FOHLSRC-FOHLBASE-019-0376-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","376","376","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L376","1c1cdd8084e5cceddd54b4da9f3e4204849adf7ad4bcc14c059b335d7a72e4a4","221","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| Grounding 模型 | 指令到物体、空间、地图和动作目标的对齐 | 本体内置、模型授权、任务平台 | 连接交互和执行,决定任务可落地性 | 成功率、失败样本、可复用场景 |"
"FOHLSRC-FOHLBASE-019-0390-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","390","390","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L390","8264be5428c3f69c1108622eda8bf72f00bb02ad9b69707e11be8a78de279ffe","169","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 服务机器人 | 语音交互、意图理解、地图任务、远程接管 | 商业化现实,但模型深度不一定高 | 按台云服务费、续费、接管率 |"
"FOHLSRC-FOHLBASE-019-0391-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","391","391","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L391","a12d76c961f816ed5e19b9ecddb4dcf941c35cd62cb8867a7b89509f97e382ac","157","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 家庭机器人 | 多模态交互、长期记忆、任务规划、安全隐私 | 远期弹性大,证据仍弱 | 留存、订阅、真实任务成功率 |"
"FOHLSRC-FOHLBASE-019-0404-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","404","404","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L404","901a89573a6ad5536925647d32a6ac7ecb8541196f10796b0e52a9eb9447a10e","184","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 交互模型 | API、语音授权、按台费、订阅 | 控制用户入口时增强 | 模型调用、语音链路、内容运营 | 中 | 单台费用、留存、是否进入任务 |"
"FOHLSRC-FOHLBASE-019-0413-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","413","413","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L413","ec4b00f71b19ae64c75ed3c52ae069768ee67f03904b635d2e9c79dbc6e9685f","178","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 安全 / 评估模型 | 平台打包、企业版、合规服务 | 大规模部署后重要性提升 | 测试、日志、安全工程 | 低到中 | 事故率、接管率、SLA |"
"FOHLSRC-FOHLBASE-019-0422-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","422","422","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L422","3e9eb467745b51a8cf3a61cb1329760b333cd755e1a847dea6bd5a83f4390305","381","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| Agent / 任务执行平台 | OpenAI Codex、Claude Code、Cursor、Devin、智谱 AutoClaw、MiniMax MaxClaw、Kimi、阿里 CoPaw / 百炼、腾讯 WorkBuddy / 微信 AI、字节豆包 / Coze 等研报线索 | 任务拆解、工具调用、工作流编排、权限执行、模型路由 | 是否进入机器人任务规划和企业流程,是否有权限审计、SLA 和收费 |"
"FOHLSRC-FOHLBASE-019-0444-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","444","444","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L444","51dc1974dd33dcddf8ac4f8e2821e23d9fdb8954ffb63a06620991780f211ce5","130","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 数据资产 | 遥操作数据、部署日志、失败样本、多模态同步数据 | 数据比模型口号更能判断壁垒 |"
"FOHLSRC-FOHLBASE-019-0448-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","448","448","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L448","b21ab24a85a530947038e6e20a4a4fb25ae453ea4df0acf983297c34474666c0","115","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 工程化 | 端云架构、端侧算力、接口、日志、安全、更新机制 | 决定能否大规模落地 |"
"FOHLSRC-FOHLBASE-019-0453-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","453","453","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L453","ec4afa82b822dfe9a1630f5569a3ba03eb76fa6db30c74afd11516ef5a35d317","81","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","后续进入公司档案时,建议把模型相关内容回填到以下字段:"
"FOHLSRC-FOHLBASE-019-0463-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","463","463","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L463","7894ffa1f6bf5513a52f49549f376d062603022d70b60756a5c21f0e1e6e9b45","85","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 关键指标 | 成功率、接管率、延迟、任务量、运行时长、复购 |"
"FOHLSRC-FOHLBASE-019-0465-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","465","465","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L465","928c76a1f3071ef2b9258f8b44eca9b20ebd2aba5cd0a610b0865d71ebb1164c","97","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 团队和治理 | 核心人物、机器人经验、模型经验、研发投入、披露风格 |"
"FOHLSRC-FOHLBASE-019-0481-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","481","481","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L481","525bef6fd5901c0792e4611f83cf219e8ff6ce3a63328ea342d150edc197c8ac","121","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 训练数据规模 | 多数缺失 | 判断壁垒和迭代速度,需区分真机、仿真、无本体和公开数据 |"
"FOHLSRC-FOHLBASE-019-0485-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","485","485","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L485","c7ba0a33313d42417e083d75004a4e6ba3a839ed0ca8efcc491136ee943ca204","121","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 权重是否开放 | 待补 | 判断模型能否进入第三方开发者生态,区分演示、开源和商业可用 |"
"FOHLSRC-FOHLBASE-019-0489-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","489","489","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L489","bd6aa5368f704333bd9a5f6b7d6ff0ddcbfc997132bca04de95d8e889518e025","103","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 动作频率 | 待补 | 判断模型输出是否能进入连续控制,还是只能做高层规划 |"
"FOHLSRC-FOHLBASE-019-0491-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","491","491","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L491","da73e0cec4229de25c304e3bdfe62b7c49348993c8fe8654cf820fade78e6a9d","79","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 端侧推理延迟 | 待补 | 判断能否进入实时控制和安全闭环 |"
"FOHLSRC-FOHLBASE-019-0496-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","496","496","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L496","fb9fd7f0d61304c12ee07eb7a13f609181b923082de8efd19d86afb0dd325c19","79","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 动作 / 应用数量 | 待补 | 判断任务应用平台是否形成生态 |"
"FOHLSRC-FOHLBASE-019-0505-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","505","505","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L505","e71c28dadd1a8d5e39166d29d2e06371603b21f421c36df852a41dd53447982b","112","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 模型是否只是交互体验,还是能稳定驱动任务执行 | 区分“会说话”和“会做事” |"
"FOHLSRC-FOHLBASE-019-0511-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","511","511","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L511","13201d9d73e3257dd97581c8ee992e616ab41475d9bff9c99f2c362cc1d037ad","85","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 数据权属、授权和隐私是否清楚 | 判断后续训练和商业化风险 |"
"FOHLSRC-FOHLBASE-019-0514-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","514","514","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L514","beb43b2f8a4731bfa3f771aad808d112147f8cb190f06fe0acc86c004e84e4d6","115","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 单任务成本是否随模型路由、缓存和端侧部署下降 | 判断 Agent / 云模型是否能规模化 |"
"FOHLSRC-FOHLBASE-019-0540-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","540","540","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L540","ccbd60d9cf5b9e0c3ef6b608bec6ac82496c847d339db8ee63283e74529c17f3","321","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| Google DeepMind / Google AI / NVIDIA / Physical Intelligence / Octo / Open X-Embodiment 等公开一手资料 | 用于校准 VLM、VLA、通用机器人策略和世界模型的定义边界,并补充代表项目的模型输入、输出和训练范式 | 中到高;定义口径较可靠,商业化数据仍需另证 |"
"FOHLSRC-FOHLBASE-020-0078-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","78","78","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L78","f65ace6783b1adcad8c60acebdd4b4468cb8122147d4384b27272e5402b9393e","163","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 人形 / 具身智能软件 | VLA、任务规划、全身控制、遥操作、数据闭环 | 早期高弹性 | 工业试点、商业服务、家庭远期场景 |"
"FOHLSRC-FOHLBASE-020-0115-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","115","115","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L115","a05bafcfa9b4e2f90123c65688804974b03c5bf5c2b79ff8a62db4dcb7293e50","202","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 早期高弹性 | VLA、具身大模型、世界模型、通用任务规划 | 可能重塑机器人能力,但商业口径仍不稳定 | 补真实部署、任务成功率、接管率、收费方式 |"
"FOHLSRC-FOHLBASE-020-0132-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","132","132","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L132","947db82ae8b2f13efbdc3aecfd8e1092f9ff9fc5611feab0764dd64232d8a88e","52","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 续费率 / 复购率 | 判断软件粘性 | 高 |"
"FOHLSRC-FOHLBASE-020-0135-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","135","135","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L135","fb87c32ac97a296e8596e1794f415a6e4f3e86ad54b90f5040eed62eae348ca3","64","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 任务成功率 | 具身智能商业化的核心指标 | 高 |"
"FOHLSRC-FOHLBASE-020-0176-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","176","176","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L176","4fb384c915cbb19ebd0c0867a213d3fec1614f3e0e936e6a9cec33284ec4a3c2","121","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 数据闭环形成 | 数据采集、标注、仿真、训练平台 | 数据规模、质量和任务泛化能力提升 |"
"FOHLSRC-FOHLBASE-020-0184-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","184","184","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L184","cf6d5a18eb3c818a4dbfa2c9b818f5c3dc2867c5984cede665f474f11ecb66ac","90","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 缺少订阅价 / 授权价 / 按台收费口径 | 难以倒算 ARR 和单机价值量 |"
"FOHLSRC-FOHLBASE-020-0185-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","185","185","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L185","2ba943d125969aff4f22f3ffde9c9b4c2c24ce0b1f57618f448938bff894a1d5","79","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 缺少真实部署台数和任务成功率 | 难以区分演示与商业化 |"
"FOHLSRC-FOHLBASE-020-0188-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","188","188","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L188","ee0cf579f16ce12dc682d49c377b5ae06b9acf625692ab475b4863d8eaa84f64","82","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 缺少海外软件平台对标 | 难以判断国内公司差距和替代空间 |"
"FOHLSRC-FOHLBASE-020-0196-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","196","196","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L196","7da584c1f522ec39ebcdc6581ae9c6c53bd8f266af12882cbbb3afbc46966510","118","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 本体厂具身智能模型、遥操作和数据闭环资料 | 高 | 判断高弹性环节是否进入真实部署 |"
"FOHLSRC-FOHLBASE-020-0199-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","199","199","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L199","3297af1cb926d860cdbbc959a8277ad7cece8463f351ea5d8717d2785b56ef9b","85","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 远程运维、接管和安全合规资料 | 中 | 补规模化部署底层能力 |"
"FOHLSRC-FOHLBASE-021-0057-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","57","57","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L57","c4dfb3cd2c2acf3a70ed36f1749b334d415142c67e64a7e214e3623f6776db39","184","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","> 文档定位:机器人软件与智能系统的产业链拆解结果,重点回答软件环节如何分工、谁有话语权、价值如何变现、后续需要补哪些证据。"
"FOHLSRC-FOHLBASE-021-0062-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","62","62","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L62","891eed01e6d617e6eb20c7a0aadb06311eac436957a7a16324a30f7d2cc15ed8","270","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","机器人软件与智能系统不是单点模块,而是一条“感知、理解、规划、控制、执行、反馈、数据再训练、运维”的闭环链条。硬件决定机器人能不能动,软件决定机器人能不能在真实场景里稳定完成任务。"
"FOHLSRC-FOHLBASE-021-0074-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","74","74","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L74","46ede0e8c095d9d0b5cc0daa2d92b3875b135af54084eec42832c9a9245db8f4","136","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 基础模型 | 已进入机器人控制、任务规划、视觉语言动作闭环的模型 | 纯聊天、办公、内容生成模型 |"
"FOHLSRC-FOHLBASE-021-0075-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","75","75","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L75","95a6c22d13ea55ca4192370fbb3d584aca1963bce28064cdea00e29d93e50151","124","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 控制与规划 | 全身控制、运动规划、抓取控制、力控、避障、轨迹生成 | 单纯硬件驱动芯片 |"
"FOHLSRC-FOHLBASE-021-0077-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","77","77","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L77","b3e6d13c7c2be980b4b9108c41196bb8e43c2b5c7af7e3d63a3fbe89030e5d79","139","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 数据训练 | 遥操作、真实任务数据、合成数据、仿真训练、数据标注 | 未进入训练闭环的普通视频数据 |"
"FOHLSRC-FOHLBASE-021-0096-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","96","96","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L96","fb0703c287ab72539ce066f9936e988352acc457c5e55e44cd45959dc57512e1","264","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","机器人模型主线后续单独跟踪,避免把视觉模型、交互模型、任务规划、VLA、世界模型和安全评估混成一个“大模型”口径。分析时优先回答三件事:模型输出什么、数据从哪里来、商业化怎么兑现。"
"FOHLSRC-FOHLBASE-021-0116-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","116","116","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L116","bff379e3dd5fc363ebeaf1b9c157c2d21a301b0a5713db7f2a7071ab1e2adbc2","178","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 中间件 / 标准 | ROS、通信协议、驱动框架、SDK | 降低开发门槛,提高生态粘性 | 开源标准自身不一定变现,平台化封装才有收费能力 |"
"FOHLSRC-FOHLBASE-021-0124-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","124","124","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L124","3c5acef23fce1c5c68b5f3ee2e40e6c4893487d196309fe965e54bef6abd565e","181","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 运动规划与控制 | 全身控制、步态、轨迹规划、避障、力控、抓取 | 本体自研、控制器打包、项目授权 | 是否决定性能上限,能否外供 |"
"FOHLSRC-FOHLBASE-021-0126-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","126","126","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L126","f70eee66ee3af8e7830a86b9d270074801db4ab5abba26ccef3b3ab550109d5a","184","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 交互系统 | 语音、多模态、意图理解、角色记忆、权限管理 | 订阅、硬件溢价、场景解决方案 | 是否只是交互体验,还是能驱动任务完成 |"
"FOHLSRC-FOHLBASE-021-0135-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","135","135","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L135","4c77a74ddfe23f25e825ba413e5d76302938f1a65b833404b91a13da7c45c417","157","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 工业机器人 | 编程仿真、运动控制、视觉引导、产线集成、预测维护 | 软件商业化相对成熟,但多与硬件和项目打包 |"
"FOHLSRC-FOHLBASE-021-0138-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","138","138","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L138","563635981e01c30c2412dca04aa621ee7aa082dabc55455f5f189c6de449d8ac","125","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 服务机器人 | 语音交互、地图导航、远程运维、内容和场景应用 | 商业化取决于具体场景 ROI |"
"FOHLSRC-FOHLBASE-021-0152-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","152","152","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L152","1369ad9fc5a0f402633a7bcc47f2282f7845cc88493692e7296a38319d6fb5df","163","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 视觉 / 感知软件 | 算法包、系统集成、硬件打包 | 工业场景较强,通用机器人需验证 | 算法研发、数据、场景适配 | 中高 |"
"FOHLSRC-FOHLBASE-021-0154-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","154","154","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L154","d12550dfc8a7d0b8d951185d16b449be9e30b45bf3702c32834713a863e11ce4","148","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 交互软件 | 订阅、场景解决方案、硬件溢价 | 取决于是否控制用户入口 | 模型调用、内容运营、场景适配 | 中 |"
"FOHLSRC-FOHLBASE-021-0155-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","155","155","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L155","d2a0b4db4ab1096f2bda7be9d55f1f61bfd7d0db63765c2fad9487458b67fe14","142","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 安全合规 | 平台打包、项目合规服务 | 大规模部署后重要性提升 | 测试、认证、日志和安全工程 | 低到中 |"
"FOHLSRC-FOHLBASE-021-0176-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","176","176","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L176","8a20fa116869a356207e76506602388bbc460a854f91c8ef612f29ad182355ad","118","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 算力与云服务 | 训练、推理、仿真和日志分析 | 若按云端调用付费,边际成本可能较高 |"
"FOHLSRC-FOHLBASE-021-0179-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","179","179","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L179","6f5d95c6e0ca829b5fdf625116c8ea8e9b9f6cc8bfa6974cd62256583b40ffc8","121","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 安全与运维 | 远程监控、接管、版本管理、故障处理 | 影响 RaaS 和大规模部署的真实盈利 |"
"FOHLSRC-FOHLBASE-021-0201-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","201","201","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L201","613e89177285f8c35b80a5c4e9c202575a98b6b4f9e9450443e347c440fafcaf","100","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 真实任务成功率 / 运行时长 / 接管率 | 判断模型和控制系统是否可商业化 |"
"FOHLSRC-FOHLBASE-022-0087-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","87","87","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L87","1a851d35774bb5ea423106ca230fa01ba350d8a3feca14b5c78ea330a2b48d1f","169","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 协作机器人 | 谐波、精密行星、关节模组 | 已商业化 | 轻量化、安全协作、国产化 | 中高 | 低噪声、寿命、成本、批量一致性 |"
"FOHLSRC-FOHLBASE-022-0089-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","89","89","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L89","96b335cde67c160bd970aaac1f1c512d647f620515cff7aa9546408fcfd85edd","162","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 四足/机器狗/外骨骼 | 行星、摆线、准直驱等 | 部分已商业化 | 高动态、抗冲击、轻量化 | 中 | 抗冲击、寿命、维护成本 |"
"FOHLSRC-FOHLBASE-022-0093-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","93","93","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L93","c09244899007149096b7708071719501d404cb3e057e47faa945d7c7300c5013","175","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","市场判断应先分场景,再分路线。工业机器人 RV 需求不能直接外推到人形机器人;人形上肢谐波需求也不能直接外推到下肢或腰部。"
"FOHLSRC-FOHLBASE-022-0113-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","113","113","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L113","c17eeaa61afdd6863c4588b75f31759262c61d86532cf0808daf06c7bab066bb","38","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","#NAME?"
"FOHLSRC-FOHLBASE-022-0114-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","114","114","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L114","110774c19d2053feff8a01cbc9665825df3d3dc0ebdce78ac88c2333d5e7d195","23","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","+ 协作机器人需求"
"FOHLSRC-FOHLBASE-022-0115-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","115","115","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L115","25191137e646de03927a01b2c24bf301f06bc31b8742544cf33a26ece530b0a2","23","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","+ 人形机器人需求"
"FOHLSRC-FOHLBASE-022-0116-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","116","116","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L116","56deb5f19f9e1ebb2cfce76c7817a622e7454ab120a10e967b2866c3a0de397b","32","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","+ 医疗 / 特种机器人需求"
"FOHLSRC-FOHLBASE-022-0117-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","117","117","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L117","2077f8ebca5d2cfc7ab954dd1fe7578cda2483e524667e2342495818ec2ac046","35","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","+ 通用自动化精密传动需求"
"FOHLSRC-FOHLBASE-022-0154-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","154","154","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L154","e068be891059d269f909409b61023757cbdc71ddbeb7e638035c5e0ef58feedf","53","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","- 寿命、可靠性和任务成功率带来的摊薄"
"FOHLSRC-FOHLBASE-022-0174-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","174","174","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L174","44eef13cbdb50898b9c84cb4b02589e84a3152e284575f5c5d9f05e1aa172b81","103","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 谐波 | 哈默纳科 | 全球和中国高端市场仍强,国内绿的等在国产替代中提升 |"
"FOHLSRC-FOHLBASE-022-0176-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","176","176","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L176","a648588f1634605119ad3883c346bc89ea513bd34c0f97749d6c2028126e7802","120","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 精密行星 | 新宝/Nidec-Shimpo、Neugart、Wittenstein 等 | 海外产品系列、寿命和可靠性仍是对标 |"
"FOHLSRC-FOHLBASE-022-0177-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","177","177","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L177","87029e81dedc2473dd65ef8b94d59b91dad3277650368cc60e5165a9ea0da838","122","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 高端微型/特种传动 | 海外精密传动厂商 | 医疗、特种机器人等高端小批量仍依赖长期认证 |"
"FOHLSRC-FOHLBASE-022-0215-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","215","215","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L215","ab60aadb265afc37b9d9e0759e959ede98e22e11a7bfb6c058cb261ba26f15fe","136","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 量的增量 | 工业机器人国产替代和复苏 | 工业机器人 | RV、谐波 | 双环/环动、绿的、中大 | 中高 | 中 |"
"FOHLSRC-FOHLBASE-022-0219-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","219","219","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L219","f89b774dd9e6404a7efe7c6f44cc76747d47d782af269369030bb29f7f522b1a","187","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 价值量增量 | 从减速器本体到关节模组 | 人形、协作机器人 | 减速器 + 电机 + 编码器 + 传感器 | 绿的、双环、中大、豪能、精锻 | 中 | 中高 |"
"FOHLSRC-FOHLBASE-022-0220-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","220","220","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L220","671b3673834c0ccead8fef262ee93dd5420a763febb5f9c37278d0bf496d72f7","199","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 上游替代 | 关键轴承、齿轮、加工设备国产化 | 减速器全路线 | 柔性轴承、滚针、热处理、检测设备 | 苏轴、泰德、万达、五洲、设备厂商 | 中 | 中 |"
"FOHLSRC-FOHLBASE-022-0226-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","226","226","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L226","818e01f52a125895103fc467388aea35ab6a56349e0accac4a514c71a87ff94a","118","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 人形机器人单机到底用多少个减速器 | 决定市场空间 | 不同研报和不同整机方案差异大 |"
"FOHLSRC-FOHLBASE-022-0242-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","242","242","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L242","260f5bafdec41309624daa14b4694af4b6270e06c87c0f9b559190ec94f1b7eb","142","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 人形机器人单机用量不稳定 | 不同整机方案和代际变化导致减速器数量不同 | 用情景法,不给单一确定值 |"
"FOHLSRC-FOHLBASE-022-0251-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","251","251","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L251","99348d53395d3f4f957798a836495e37b0349dde1188e1b11fd21ff37804103c","75","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","减速器市场当前应采用“基本盘 + 高弹性”的双线框架:"
"FOHLSRC-FOHLBASE-023-0068-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","68","68","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L68","257fb59d33aaff22e0b2e72b9cd128dab9bee20a8ee0e53cd0bbfd5fac9eca6f","151","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 旧稿公开补证段落 | 绿的、双环、福达、豪能、精锻、苏轴公开数据 | 高于普通研报口径,但仍需保留原始索引 |"
"FOHLSRC-FOHLBASE-023-0111-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","111","111","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L111","0779efc0c6f694af2dadf1c22ff125056f0204424ab1c0464f995a4b534c5e13","229","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| RV 减速器 | 纳入,主线 | 一级行星 + 二级摆线针轮,含针齿、曲柄轴、摆线轮 | 工业机器人重载关节,部分人形高负载关节 | 工业机器人成熟,人形应用需验证 | 核心主线 |"
"FOHLSRC-FOHLBASE-023-0112-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","112","112","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L112","ddef9eeb238c2f352b13af2e059b5966f1b75226e637f85c3e734fe54372a5c3","211","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 精密行星减速器 | 纳入,主线 | 太阳轮、行星轮、内齿圈、行星架 | 下肢、准直驱、低成本旋转关节、线性执行器前级 | 国内玩家多,高端仍追赶 | 核心主线 |"
"FOHLSRC-FOHLBASE-023-0116-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","116","116","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L116","5fbaac686f1b74b824a339a411365f67a9b35891e4b0af701107fdd37c0c2188","197","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 关节模组/执行器 | 作为下游或中游延伸纳入 | 减速器 + 电机 + 编码器 + 传感器 + 轴承 | 人形机器人、协作机器人 | 快速发展 | 用于判断价值量上移 |"
"FOHLSRC-FOHLBASE-023-0120-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","120","120","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L120","5303eddf30682092068684ac4191dbcf3b814590e603dfb267042c402b87bd89","86","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","- 有汽车齿轮能力,不等于已经具备机器人高精密减速器竞争力。"
"FOHLSRC-FOHLBASE-023-0134-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","134","134","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L134","4d6a1c552713c95af74e2f27f6bdaad4748f54c08160c9b92bf70b0eff8fabeb","332","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 摆线/新型摆线 | 偏心运动 + 摆线轮与针齿啮合,依靠齿廓修形优化 | 承载能力强、抗冲击,理论上可兼顾精度和紧凑性 | 小型化、噪声、振动、润滑、批量一致性待验证 | 早期 | 科盟、豪能、精锻、中大、双环等 | 值得跟踪,但当前不能当成熟主线 |"
"FOHLSRC-FOHLBASE-023-0172-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","172","172","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L172","e73103da97902f156d460c56d0ad6b4f19fa191ade9d308c2508cf1cbf9f7f86","227","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 精密齿轮/齿轴/摆线轮 | 行星、RV、摆线、汽车传动向机器人迁移的基础 | 加工费、良率和设备折旧影响成本 | 自制为主,部分外协 | 汽车齿轮能力是线索,不是充分条件 |"
"FOHLSRC-FOHLBASE-023-0173-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","173","173","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L173","086360f20463ab17cc5507c055fb00f062ece9e17606b10b1a3c13b8758f96ec","192","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 热处理/表面处理 | 决定硬度、残余应力、疲劳寿命、尺寸变形 | 隐性成本高,影响报废率 | 自建/外协 | 高端减速器必须有稳定热处理工艺窗口 |"
"FOHLSRC-FOHLBASE-023-0175-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","175","175","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L175","7d6bd830f96efb3a56d91493766147c6a154a443bc974e4c05118dd7a8c768c0","183","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 润滑/密封/检测 | 决定噪声、温升、寿命和出厂一致性 | 影响售后和单位任务成本 | 外采 + 工艺自研 | 后续需补寿命测试和检测设备资料 |"
"FOHLSRC-FOHLBASE-023-0185-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","185","185","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L185","828b24ee6424671de5cb23919dfc26172eec4b8e67a442618acfe256a2dbe092","202","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 热处理和表面强化 | 控制硬度、韧性、疲劳寿命和变形 | 变形控制、残余应力、批次稳定 | 影响寿命和良率,是隐性成本 | 头部中游厂自建能力更关键 |"
"FOHLSRC-FOHLBASE-023-0186-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","186","186","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L186","5ccac9e48a2241059422e1a2688fe24b8d5a3f45c07fd475cf21d6fcfebcca41","205","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 装配和预紧 | 将波发生器、柔轮、刚轮、轴承等装配成产品 | 回差控制、同轴度、润滑、噪声、人工经验 | 影响出厂一致性和售后 | 绿的、环动、中大等 |"
"FOHLSRC-FOHLBASE-023-0188-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","188","188","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L188","c87f3dbf7cad581383f32936814adec10a998e3cb02f6a40f595117ce118f689","256","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 关节模组集成 | 减速器 + 电机 + 编码器 + 传感器 + 轴承 + 结构件 | 系统设计、热管理、线束、控制、测试责任 | 价值量上移,但责任边界更重 | 绿的、双环、中大、豪能、精锻、拓普、三花等 |"
"FOHLSRC-FOHLBASE-023-0197-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","197","197","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L197","1a851d35774bb5ea423106ca230fa01ba350d8a3feca14b5c78ea330a2b48d1f","169","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 协作机器人 | 谐波、精密行星、关节模组 | 已商业化 | 轻量化、安全协作、国产化 | 中高 | 低噪声、寿命、成本、批量一致性 |"
"FOHLSRC-FOHLBASE-023-0199-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","199","199","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L199","96b335cde67c160bd970aaac1f1c512d647f620515cff7aa9546408fcfd85edd","162","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 四足/机器狗/外骨骼 | 行星、摆线、准直驱等 | 部分已商业化 | 高动态、抗冲击、轻量化 | 中 | 抗冲击、寿命、维护成本 |"
"FOHLSRC-FOHLBASE-023-0210-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","210","210","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L210","b99ee2d896c3c1b0111341a0e69f610a02ac52303523ac722dfe62a40b6849e5","124","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 精密加工 | 滚齿、插齿、磨齿、磨削、薄壁加工、摆线轮加工 | 决定良率、折旧和单位成本 |"
"FOHLSRC-FOHLBASE-023-0211-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","211","211","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L211","07badc7292942a2132c218a287779bb729f590999009719cf5a3afb9bca3c39e","112","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 热处理 | 淬火、回火、渗碳、表面处理 | 决定寿命和尺寸稳定性,失败会造成报废 |"
"FOHLSRC-FOHLBASE-023-0300-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","300","300","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L300","25cbcee3dd40ba3c06d0a93a3145b2f7a2362ab8e2d2802ffb48be918ced58a1","142","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 协作机器人渗透 | 谐波、精密行星、关节模组 | 绿的、中大、丰立、瑞迪、双环等 | 价格和寿命决定份额 |"
"FOHLSRC-FOHLBASE-023-0303-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","303","303","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L303","67cab6599002f1ddb30b448ad680312742a143197db7e5bb771b038574482e76","172","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 从本体到模组 | 减速器 + 电机 + 编码器 + 传感器 | 绿的、双环、中大、豪能、精锻、拓普、三花 | 价值量上移,但系统责任更重 |"
"FOHLSRC-FOHLBASE-023-0315-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","315","315","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L315","c218ff262e87fe4a59d9f9d8285b028c16d59e72054d75f72913d83bf7cb8466","180","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 成本集中在哪 | 能框架回答 | 精密加工、热处理、轴承/柔轮/齿轮关键件、装配测试、良率、折旧 | 公司级成本拆分、良率、测试节拍 |"
"FOHLSRC-FOHLBASE-024-0068-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","68","68","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L68","1f3079da3d0bbd7e994f9f4b6d8eccbe45278c4e402cc1dc7d70589658c61b85","90","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","力传感器市场应拆成“现实需求 + 人形弹性 + 微型化远期”三层看:"
"FOHLSRC-FOHLBASE-024-0086-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","86","86","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L86","e553c771e8844a927d47eb54fbf72cc05ca7343d9f561b97836e608c80104782","148","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 工业机器人 | 打磨、焊接、铣削、检测 | 稳定增长 | 自动化升级、复杂工艺 | 中 | 耐用性、售后、现场稳定性 |"
"FOHLSRC-FOHLBASE-024-0088-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","88","88","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L88","73528c4690cecc3a26e58f8c290510c32f03ea97eee4878bd445b317d3ef70d5","154","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 汽车测试 | 碰撞、轮毂、座椅、耐久测试 | 成熟高价值 | 新车型测试、电动化 | 低到中 | 精度、可靠性、计量体系 |"
"FOHLSRC-FOHLBASE-024-0089-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","89","89","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L89","52a74d9e60e12be2403ce33b232632d21cdffaebb2a3b81de7dd00d57e3f3030","158","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 医疗/科研 | 手术机器人、康复、实验平台 | 小批量高要求 | 精准操作和测试需求 | 低到中 | 认证、低漂移、校准体系 |"
"FOHLSRC-FOHLBASE-024-0091-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","91","91","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L91","94bfc7fa7515725c9b891249f7b3d0a55dd53e71b2f2d11c0b7e3205412f206e","156","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","市场判断应先分场景,再分产品。协作和工业机器人是现实需求,人形机器人是高弹性,灵巧手微型力觉是远期方向。"
"FOHLSRC-FOHLBASE-024-0110-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","110","110","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L110","1082551dfefc54af7793a07ccde7359bd89e6a0aaabce84f913d624fcc5a3f4c","75","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","不同研报对人形机器人六维力空间给出差异较大的测算:"
"FOHLSRC-FOHLBASE-024-0118-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","118","118","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L118","df49b697f25a5ca47c931740574f3948333a9abbd443150ba30e4fdef6994c75","15","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","核心公式:"
"FOHLSRC-FOHLBASE-024-0135-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","135","135","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L135","8f172fb28d5b7e91953d038ebff6930afa8e13fd28cc6c910e53edc866cc5ef7","70","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 外采比例 | 整机厂自研或内供会压缩独立厂商空间 |"
"FOHLSRC-FOHLBASE-024-0143-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","143","143","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L143","2d46e3f00609e19b2b35c6b0021fa3f085b04041b19c7fc629df480542fd9e0d","104","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","- 灵巧手微型六维力当前体量极小,但未来若微型化成熟,单机用量可能增加。"
"FOHLSRC-FOHLBASE-024-0156-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","156","156","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L156","2b8a8e7c47f58a5157001e4c28a0b584359f7926a39c7c31233de4ce3bac2483","149","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 寿命/更换周期 | 多数公司未披露 | 决定售后、复购和单位任务成本 | 产品手册、质保、过载、漂移和返修数据 |"
"FOHLSRC-FOHLBASE-024-0200-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","200","200","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L200","045bef1f2725a6f149c694566d1bd38c00113b251aca444feea1bf2cc0b89815","76","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 外资价格 | 外资高端产品更多用于研发测试或高端场景 |"
"FOHLSRC-FOHLBASE-024-0213-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","213","213","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L213","d7951b7e8bc81594ace9660d2a5cabdea6731850f8d45ed1c758dd369fad5a13","119","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 整机厂/系统集成 | 傅利叶、力驰、感界无疆 | 可能改变外采空间或靠应用方案形成差异 |"
"FOHLSRC-FOHLBASE-024-0241-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","241","241","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L241","48dc9f53b86bdb282cc2470683d4a80000af3717058bcf4b67bdd331dd43b2de","168","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 量的增量 | 协作机器人柔性化需求 | 协作机器人 | 末端六维力、力控模块 | 宇立、坤维、ATI、Robotiq、OnRobot、柯力 | 中高 | 中 |"
"FOHLSRC-FOHLBASE-024-0245-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","245","245","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L245","05fed7ac047541f19619721ebc85e0e4580fa0d47813590badfa22222f15d327","193","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 份额增量 | 国产替代外资高价产品 | 工业、协作、人形、科研 | 应变式六维力、本体、采集模块 | 宇立、坤维、蓝点、柯力、鑫精诚 | 中 | 中高 |"
"FOHLSRC-FOHLBASE-024-0247-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","247","247","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L247","2197196a56514d9374a6fde65f5959168d21acd4f905af62f00d969ce9823845","216","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 成本曲线增量 | 自动化贴片、自动化标定、MEMS/玻璃微熔 | 人形、协作、工业 | 敏感元件、封装、标定系统 | 安培龙、华培、汉威、敏芯、柯力、坤维 | 中低 | 高 |"
"FOHLSRC-FOHLBASE-024-0253-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","253","253","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L253","6fc7e57e08299c04907a43b9a26e96d7900171abee17788741584caea1401220","129","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 人形机器人单机到底用多少个六维力 | 决定市场空间 | 研报口径差异大,需按低/中/高配置测算 |"
"FOHLSRC-FOHLBASE-024-0269-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","269","269","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L269","84de9ce4ccb6ee9158513e894b00058177d6eeb4981954f1bddfdc3391cc5e71","67","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 单机六维力用量低于高弹性假设 | 需求弹性下修 |"
"FOHLSRC-FOHLBASE-024-0271-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","271","271","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L271","902504970430d82fc5ce55e9effcc5931c8de10315146f7d468f3573d09a8ad3","85","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 视觉、电流环、算法替代部分力控 | 部分场景不再配置六维力 |"
"FOHLSRC-FOHLBASE-024-0273-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","273","273","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L273","d25b442ff39cc90553ad68ff84a62ec22026be0f983c3215c8b0ab837b1a53c5","43","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 新进入者增多 | 价格竞争加剧 |"
"FOHLSRC-FOHLBASE-024-0280-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","280","280","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L280","9dd9b2a15e867f77638d8051ef1c59d7a24f96d04cbeec98dc947d0259ebd1bb","96","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","力传感器市场当前最适合采用“现实需求 + 高弹性 + 远期路线”的框架:"
"FOHLSRC-FOHLBASE-025-0089-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","89","89","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L89","734f5837076d755255f204c303a7400f9dfdf45c3452bcadee63f617ee57b2a8","122","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 指端力/微型力传感器 | 指尖微小接触力 | 灵巧手、夹爪 | 高 | 研发和早期验证 | 远期弹性 |"
"FOHLSRC-FOHLBASE-025-0094-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","94","94","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L94","b3f89d8ac51e2094f55bdf9708b367aa47301539469a2e6060c14def83993c09","126","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","- 短期主线是应变式六维力传感器在协作机器人、工业机器人和人形机器人手腕/脚踝中的导入。"
"FOHLSRC-FOHLBASE-025-0104-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","104","104","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L104","005afa46de5b0cba73ee9f0129165a3e2eb300986c919fa209809d7ad268d75c","107","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 六维力/力矩传感器 | 纳入主线 | 手腕、脚踝、末端力控和测试平台的核心产品 |"
"FOHLSRC-FOHLBASE-025-0105-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","105","105","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L105","c7704a295a0a1e0c9b4cd849cb2539726eb61cc6813506041c60b0207234a705","107","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 关节扭矩传感器 | 纳入相邻主线 | 与执行器/关节模组耦合,需区分内供和外售 |"
"FOHLSRC-FOHLBASE-025-0109-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","109","109","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L109","bfebaf70c02242f8f71692b4dfea35a5662b41edd161983f38d423d1ef7d0720","113","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 柔性触觉/电子皮肤 | 只作互补对照 | 与六维力互补,不能直接替代全部六维力需求 |"
"FOHLSRC-FOHLBASE-025-0113-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","113","113","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L113","d4df30d04439b69dc4d56a0c4a1096fa838b94e463a65e649f2c471d215e789c","189","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","六维力传感器不是三个一维力传感器和三个力矩传感器的简单叠加。核心难点在多通道耦合、非线性、温漂、蠕变、联合加载标定和实时解耦。"
"FOHLSRC-FOHLBASE-025-0122-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","122","122","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L122","173d513f420ae9fd7b19b73d3e1db57b7d6e3c482754510f29386c44fdf30788","271","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 硅应变/MEMS 压阻 | 利用硅材料压阻效应或 MEMS 敏感元件 | 灵敏度高、信噪比好、自动化潜力高 | 封装、可靠性、良率和温度补偿难 | 导入期 | 安培龙、华培动力、汉威科技、敏芯等 | 中长期工艺演进方向 |"
"FOHLSRC-FOHLBASE-025-0124-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","124","124","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L124","ec6b3fd834790434aca28d493f1255146f117f62aecc5e66fe871f3d9821f7ec","195","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 电容式 | 受力导致极板间距变化,电容变化 | 小型化、低成本潜力 | 抗干扰、静态力保持、温度稳定性弱 | 补充路线 | Wacoh-Tech 等 | 特定场景可用 |"
"FOHLSRC-FOHLBASE-025-0136-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","136","136","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L136","291eb42ca96b3637601d85f6bf8c3d1dd7d27e10f68809d1b0e0a1d9aba63b0e","105","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","-> 弹性体设计加工 / 贴片固化 / 组桥焊线 / 信号采集 / 温漂补偿 / 六维联合标定"
"FOHLSRC-FOHLBASE-025-0149-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","149","149","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L149","ba63a0369a97f8e77714f4a34a8e71f18b75279b6ba91c5da335ae02da048e81","214","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 金属箔应变片 | 将微小形变转换为电阻变化 | VPG/Micro-Measurements、HBK、Kyowa、TML、ZEMIC/中航电测等 | 高端进口一致性强,国产替代空间明确 | 短期最关键敏感元件 |"
"FOHLSRC-FOHLBASE-025-0152-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","152","152","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L152","abb3aed9b260e5710584a10bb1a557a5f2d0487aba62c72484ed2a759553acd9","180","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 模拟前端/ADC/信号调理 | 处理 mV/V 级微弱信号 | ADI、TI、Renesas、ST、NXP 等 | 高性能器件影响分辨率和噪声 | 高端力控不能只看机械结构 |"
"FOHLSRC-FOHLBASE-025-0168-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","168","168","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L168","34d140a62d6d28e76bf7d0a701b7639479b05a3984e4642e20b939b589c3c071","179","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 结构设计/有限元仿真 | 设计弹性体梁、孔、槽、受力路径和应变片位置 | 高灵敏度、低串扰、高刚度和抗过载难兼顾 | 决定产品上限 |"
"FOHLSRC-FOHLBASE-025-0169-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","169","169","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L169","d953b5ec2bd1b5d5b14e700085add600fecc93828bb811ad6816165e4c2e448c","157","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 弹性体加工 | CNC、热处理、表面处理、去应力、精密清洗 | 加工应力和尺寸误差会放大串扰和迟滞 | 影响良率和返工 |"
"FOHLSRC-FOHLBASE-025-0170-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","170","170","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L170","c56644468243292a860bb1201dbdba1dab87eea3bb6419bc2f9812ddd918b658","210","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 贴片/固化/老化 | 将应变片贴到弹性体关键位置并完成固化老化 | 人工经验、温湿度、胶层厚度、位置误差都会影响性能 | 当前小批量阶段成本和一致性关键 |"
"FOHLSRC-FOHLBASE-025-0171-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","171","171","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L171","2e33540a94029611570fa6b60ed76b60304543581b9166801ea4ec43904bb4e1","168","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 组桥/焊线/封装 | 惠斯通电桥、焊线、屏蔽、封胶或焊封 | 微弱信号容易受噪声、线缆、温湿度影响 | 决定稳定性和质保成本 |"
"FOHLSRC-FOHLBASE-025-0172-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","172","172","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L172","a4e7158fac49b245645502139cf82beaf0369d44e9c6ab295286f7fdfbfb4d4d","154","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 信号采集/补偿 | 放大、滤波、ADC、温度补偿、零漂补偿 | mV/V 级信号很小,前端噪声控制关键 | 数字化提升附加值 |"
"FOHLSRC-FOHLBASE-025-0181-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","181","181","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L181","0417a88cb60a348025e64bee227bd54328cf88ac28f1f3207eed7c4bfd614640","26","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","- 弹性体材料和加工"
"FOHLSRC-FOHLBASE-025-0196-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","196","196","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L196","4e130dad80d30bd879fb4716d5a8842b8d2006d2b6ff6ba1ab9cfa2672aa5a2f","145","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 工业机器人 | 打磨、焊接、铣削、检测 | 稳定增长 | 自动化升级、工艺复杂化 | 中 | 工艺包、耐用性、售后 |"
"FOHLSRC-FOHLBASE-025-0198-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","198","198","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L198","73528c4690cecc3a26e58f8c290510c32f03ea97eee4878bd445b317d3ef70d5","154","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 汽车测试 | 碰撞、轮毂、座椅、耐久测试 | 成熟高价值 | 新车型测试、电动化 | 低到中 | 精度、可靠性、计量体系 |"
"FOHLSRC-FOHLBASE-025-0199-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","199","199","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L199","52a74d9e60e12be2403ce33b232632d21cdffaebb2a3b81de7dd00d57e3f3030","158","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 医疗/科研 | 手术机器人、康复、实验平台 | 小批量高要求 | 精准操作和测试需求 | 低到中 | 认证、低漂移、校准体系 |"
"FOHLSRC-FOHLBASE-025-0209-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","209","209","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L209","bae40c257c230cf69ee4166fceca0a3791aa13b178a24a298e29d0556de079e0","160","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 直接材料 | 应变片、弹性体材料、电子元件、线缆、外壳、胶粘和封装材料 | 材料占比较高,国产替代和集成化可降本 |"
"FOHLSRC-FOHLBASE-025-0210-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","210","210","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L210","8f22ee18a2903818b8da9c83191a54964f1e54566d68be66e8fed2e05e1c4daf","107","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 精密加工 | 弹性体 CNC、热处理、去应力、表面处理 | 决定良率、串扰和重复性 |"
"FOHLSRC-FOHLBASE-025-0211-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","211","211","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L211","974046cf4c78270bae4b0f1b5c1a658c1d7c37ac12bed8556f90062ecd424b14","121","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 贴片和装配 | 人工贴片、固化老化、组桥焊线、封装 | 当前小批量阶段成本和一致性关键 |"
"FOHLSRC-FOHLBASE-025-0216-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","216","216","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L216","48a1b3392af448f977af41a7748f703dcc50be47bd9aaa0de53cc4dd771172de","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","已见关键数据口径:"
"FOHLSRC-FOHLBASE-025-0233-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","233","233","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L233","8ffe19bd5db2e61ab19e3c8dc6383ececa4e84e68bd259de58364a7e1a4a6bd7","305","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 敏感元件 / 应变片供给 | VPG、HBK、Kyowa、TML、中航电测、安培龙、汉威、敏芯等 | 材料一致性、应变片 / MEMS 芯片工艺、封装可靠性 | 高端六维力、车规力传感器、微型化力觉 | 中游可能自研替代;单卖元件容易被规模和价格约束 |"
"FOHLSRC-FOHLBASE-025-0311-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","311","311","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L311","c388dd9c235f4ebae067435877a14c002344834e8f3b076954bfd1cbf199a19c","187","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 工业机器人复杂工艺 | 打磨、装配、焊接、检测力控系统 | 宇立、坤维、鑫精诚、东华、海外测试测量厂商 | 现实需求,考验工艺包和售后 |"
"FOHLSRC-FOHLBASE-026-0062-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","62","62","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L62","6d53f0a9d16965e2353601eb52cba8d8459f8946d21c8de26e3ced65620e4b98","21","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","关键资料包括:"
"FOHLSRC-FOHLBASE-026-0081-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","81","81","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L81","ec8b92f39fa87ab5163ee5f9b32c15dddebbbe3ad196ec4dd6ad29d2260519fe","183","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","灵巧手市场仍处早期,核心矛盾不是“有没有需求”,而是需求能否从科研、展示和小批量项目进入人形机器人主力机型和工业复购场景。"
"FOHLSRC-FOHLBASE-026-0098-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","98","98","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L98","f5494e72dc6884ec199e628936f6caf1bd71191f789f6e20a7b0a0a5320701b5","152","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 医疗假肢/康复 | 假肢用户、医院、康复机构 | 认证、可靠性、人体交互和售后 | 中高 | 技术相通但市场逻辑不同 |"
"FOHLSRC-FOHLBASE-026-0126-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","126","126","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L126","fbde0ea6f8a98cd567f0d5694512108166ea41c0f39866104369352e5f175afa","21","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","+ 替换/维修需求"
"FOHLSRC-FOHLBASE-026-0127-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","127","127","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L127","415c394c71524363b17a7b2b196fa1874709a53613405d5c51f33e574c34c7a9","59","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","+ 科研教育/工业/医疗/数据采集等非人形需求"
"FOHLSRC-FOHLBASE-026-0130-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","130","130","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L130","21f0e998f0d34bbedc386660c8e2baddd035ee8df9b1f13c0c25da4b762cc255","15","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","关键变量:"
"FOHLSRC-FOHLBASE-026-0135-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","135","135","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L135","4f2f0f107a2459c076e63d73a6ccb8312a2732d4e6b4265e7c10924a33d8923b","94","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 单机配置 | 双手是常见假设,但低端机型可能减配 | 决定单机价值量 |"
"FOHLSRC-FOHLBASE-026-0138-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","138","138","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L138","1761f71a444462186c875d7094dd0b8a5ac7e912e0e78dcfa206dfeae1065507","68","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 寿命/更换周期 | 数据不足 | 决定售后和复购市场 |"
"FOHLSRC-FOHLBASE-026-0139-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","139","139","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L139","b8a6362533a779e30e7d371a9f546e52120fb5087b81e14d7bbea820e1ea97d7","76","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 触觉标配率 | 仍在早期 | 决定高端价值量和触觉厂弹性 |"
"FOHLSRC-FOHLBASE-026-0147-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","147","147","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L147","78e14bddbcb2e62a81c17c3969a6994d1f2cf98eb5dc1d644d59bf4fd6edcaef","92","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","- 触觉、腕手一体、主动自由度数量不同,会使单机价值量差异很大。"
"FOHLSRC-FOHLBASE-026-0222-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","222","222","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L222","9e760df544054033efcd145922f831c631b5f8c46794377fd2ff07f1b646ef00","205","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 傲意科技 | 仿生假肢/机器人手 | 全球近万名终端用户为假肢线索 | 未披露 | ROH-LiteS 负载和触觉参数线索 | FDA/CE 认证线索 | 医疗壁垒不能直接外推机器人 |"
"FOHLSRC-FOHLBASE-026-0242-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","242","242","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L242","e7bf7ba84a59178c1702be0b6362843d8741f4a383238e90ee03d988614f691d","151","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 单机价值量提升 | 高自由度、触觉、腕手一体、直线执行器 | 技术升级推高价值量,但也增加成本和可靠性压力 |"
"FOHLSRC-FOHLBASE-026-0244-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","244","244","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L244","b66b55d5b5154bee727a07126c1bfd8d6effb93108d2feffad733b5d37651329","146","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 触觉从选配变标配 | 他山、超维、帕西尼、汉威/能斯达、星汇等 | 这是从“能抓”到“能操作”的关键增量 |"
"FOHLSRC-FOHLBASE-026-0246-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","246","246","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L246","50d74da89a6857c712d7f6b6f92b8b991aa7ba6ea2b8b33c332d7a89fd9457eb","118","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 工业复购 | 大寰、帕西尼、因时、可靠性强的整手厂 | 真实商业价值高,但验证周期长 |"
"FOHLSRC-FOHLBASE-026-0271-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","271","271","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L271","75337d2b7072d1a71d6d78804a64ee4a49302ac1ec1f2ba216745ea3174afe86","88","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 触觉降本不及预期 | 触觉可能停留在科研和高端示范,难以标配 |"
"FOHLSRC-FOHLBASE-026-0278-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","278","278","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L278","929d67cb5965b15f805514eccf93b66a0241984c38f6943edb60f5d8d013416e","174","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","灵巧手市场的正确看法是:空间大、节奏早、变量多。短期不要急着给出“唯一龙头”和单一市场规模数字,而要持续验证三件事:"
"FOHLSRC-FOHLBASE-027-0076-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","76","76","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L76","dcf2627ab3c549c948609aedb6dc5333b777b30b0dfe62088aa1c4022b76149b","208","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","灵巧手不是单一零部件,而是一个小型机电系统,核心由微型驱动、传动机构、指掌结构、力/触觉传感、控制板、软件算法、测试标定和售后维护共同构成。"
"FOHLSRC-FOHLBASE-027-0090-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","90","90","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L90","1eb2cc4e2650f1458eaddb5dd78daff7016e54704d780a6a644830bc09ef2b17","106","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 五指高自由度灵巧手 | 是 | 人形机器人、科研、遥操作和复杂抓取的主线产品 |"
"FOHLSRC-FOHLBASE-027-0092-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","92","92","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L92","03cba505dd685f8cb06a3dd9f11e261fe925bd73b02a53fbcfb8899ce8f5f3f6","76","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 触觉灵巧手 | 是 | 触觉传感器和数据闭环成为核心增量 |"
"FOHLSRC-FOHLBASE-027-0095-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","95","95","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L95","94f39eabd7766f73b5cd62fd7c477e9b8da285c494a919cb269e9d24f155cb95","116","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 触觉传感器/电子皮肤 | 上游关键模块 | 不构成完整整手,但决定精细操作和闭环能力 |"
"FOHLSRC-FOHLBASE-027-0096-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","96","96","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L96","d0ce804f14a0cc8ef1c1ee25b052a57bbe5e748eb1c1099df409732cb7a262ce","122","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 腕手一体/腕掌一体 | 远期主线 | 更接近整机厂定义权,可能改变整手厂和腕部模组厂边界 |"
"FOHLSRC-FOHLBASE-027-0101-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","101","101","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L101","ba8209bb6e5989469bfad083cf8ece682f630626112140af237c272c1c236ae4","134","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","- 灵巧手不等于触觉传感器。触觉是增量模块,但没有驱动、传动、结构和控制,不能构成完整产品。"
"FOHLSRC-FOHLBASE-027-0103-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","103","103","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L103","5937f9299d4350388d860aeec0c1fd73078bd212c9877a178bba53d1cd206512","122","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","- 高自由度不必然等于好产品。自由度提升会同步推高电机、传动、控制、测试和售后压力。"
"FOHLSRC-FOHLBASE-027-0123-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","123","123","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L123","91170021a7d073593adc5eb158408df676210536e398cf945eb24db27f97e1ff","202","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 腱绳 | 利于轻量化和仿生,但腱绳磨损、张力衰减和维护会影响售后 | Tesla 相关线索、灵心部分产品、灵巧智能 | 腱绳寿命、张力保持、现场更换周期 |"
"FOHLSRC-FOHLBASE-027-0125-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","125","125","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L125","bc1811f32a6d2d0414021fd515a8698c614d0e3e62ee93ecdf1dd0360d9b8c14","176","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 微型齿轮/齿轮箱 | 产业基础好,成本可控,但回差、噪声和磨损要验证 | 兆威机电、微型传动厂商 | 是否进入头部整机厂主力机型 |"
"FOHLSRC-FOHLBASE-027-0152-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","152","152","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L152","9f234ff88f32ae7635808f8a18933204e105c5f6dca0d8912115550bc9f16f41","221","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 腱绳材料 | 牵引手指关节,提升轻量化和柔顺性 | 单价未必高,但寿命影响售后 | UHMWPE 等高强纤维材料线索 | 研报技术路线口径 | 抗拉、耐磨、张力保持、现场维护 |"
"FOHLSRC-FOHLBASE-027-0156-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","156","156","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L156","16f2be850e55612c243fc7aca207a8ff4f6a72089c1b6da984ec947a8f68bd20","238","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 标定和测试设备 | 寿命、抓取、触觉、力控和一致性测试 | 批量良率和售后成本的隐性核心 | 头部整手厂自建为主 | 公开披露较少 | 测试节拍、良率、寿命测试标准、自动化程度 |"
"FOHLSRC-FOHLBASE-027-0160-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","160","160","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L160","21039ca6076d087d08a6aa18f1c89c6d9430286a355a799afe407371341dd37a","98","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","- 微型电机、微型传动、丝杠和触觉传感是最值得继续拆的四条上游主线。"
"FOHLSRC-FOHLBASE-027-0172-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","172","172","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L172","06ef806538a1311606d7666fd6d9c51c211422f6d1437ec3b849defd03d3d607","182","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 仿生假肢厂 | 从医疗/辅助器具向机器人手扩展 | 强脑科技、傲意科技 | 医疗级产品、人体交互、控制算法 | 医疗和机器人场景需求不同 |"
"FOHLSRC-FOHLBASE-027-0187-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","187","187","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L187","de219bf2f1217f8c8766b14e83dd373eef7deed07c766f5ad9ba906aaefe1758","166","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 工业自动化 | 替代夹爪处理柔性、不规则、多品种物体 | 早期 | 柔性制造、物流分拣、装配 | 节拍、可靠性、维护成本、ROI |"
"FOHLSRC-FOHLBASE-027-0188-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","188","188","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L188","93b43eed3e226f118348c35e5334ba1893d0c5281ac894da292e483110aab6b0","159","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 医疗假肢/康复 | 仿生假肢手、神经/肌电控制 | 部分商业化 | 医疗支付、认证、用户体验 | 认证、用户数、售后、寿命 |"
"FOHLSRC-FOHLBASE-027-0189-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","189","189","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L189","9645ee1bde1e895c50f8c118222342ddfa2570457b2e75e195ce7afdacd6d5ef","149","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 遥操作/数据采集 | 手套、主从控制、远程操作 | 早期 | 机器人训练数据需求 | 数据质量、实时性、任务成功率 |"
"FOHLSRC-FOHLBASE-027-0210-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","210","210","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L210","ca6597fc24e18fd9b6aae67546500615fcd282e78559c8464cc8a75b61e90aba","136","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 控制板和软件 | 影响实时控制和接口 | 可形成平台复用和数据闭环 | 协议、SDK、控制算法、数据资产 |"
"FOHLSRC-FOHLBASE-027-0212-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","212","212","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L212","d32bcf1d61c341cd2e9cbd6dfab444125aa935462e65919f31d5060d86c7f633","136","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 售后维护 | 腱绳磨损、触觉失效、关节损耗 | 决定真实盈利质量 | 质保、返修率、易损件、维护成本 |"
"FOHLSRC-FOHLBASE-027-0216-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","216","216","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L216","b351fcd10ef0b14545746da0e7310d73625d7a5efe88222ffd35f85ce19d471c","273","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","灵巧手的盈利模式不止“卖一只手”。如果本体厂自研整手,独立整手厂会被压向联合开发、模块供货、数据采集或售后服务;如果微型电机、微传动、触觉和测试标定成为瓶颈,上游模块商反而可能更稳。"
"FOHLSRC-FOHLBASE-027-0233-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","233","233","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L233","041604eb97696711221e11ef6cbd91fe32e971aa4ee7b44924241400ca8f5f45","139","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 微型传动和丝杠 | 兆威、五洲、贝斯特、精密传动厂商 | 路线未收敛,但一旦主力机型采用,弹性较大 |"
"FOHLSRC-FOHLBASE-027-0234-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","234","234","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L234","6aad52a118c584b0b3adc618f8381955292e503f192f8ca7befa1a360cb10f97","194","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 触觉/力觉传感 | 他山、超维、帕西尼、汉威/能斯达、星汇、蓝点、坤维等 | 触觉标配率决定增量;六维力更多在腕/踝/关节,不等同于指尖触觉 |"
"FOHLSRC-FOHLBASE-028-0062-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","62","62","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L62","6d53f0a9d16965e2353601eb52cba8d8459f8946d21c8de26e3ced65620e4b98","21","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","关键资料包括:"
"FOHLSRC-FOHLBASE-028-0127-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","127","127","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L127","110e7527928d676bb38525820588b1123d221fc4a9fa0bde3b014ac9a7f6c9c6","62","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","+ 工业机器人 / 四足 / 协作机器人等非人形需求"
"FOHLSRC-FOHLBASE-028-0128-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","128","128","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L128","aa15eb18fd0a72e97255c2c0471d47cba530b71903c3806e421987ae66d51d48","23","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","+ 替换和维修需求"
"FOHLSRC-FOHLBASE-028-0131-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","131","131","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L131","21f0e998f0d34bbedc386660c8e2baddd035ee8df9b1f13c0c25da4b762cc255","15","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","关键变量:"
"FOHLSRC-FOHLBASE-028-0136-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","136","136","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L136","39179b2feba2a172d6f4eba9edb19f804a51013f52eacc55bf6cc7ee51a8f385","85","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 单机执行器数量 | 不同自由度和代际差异大 | 决定单机价值量 |"
"FOHLSRC-FOHLBASE-028-0141-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","141","141","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L141","91ce3e694e4e9001ba91034c99e538955db1f2e5c6ce0571e1e47f045a369cb4","64","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 替换周期 | 缺公开数据 | 影响维修和复购市场 |"
"FOHLSRC-FOHLBASE-028-0190-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","190","190","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L190","d3653b6c9aeee7fb2e62e1395086a431518671bb1f9aedbe12ba0292fdd3774c","134","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","- 减速器寿命、丝杠寿命、电机温升、轴承寿命、力传感器漂移和控制器可靠性共同决定执行器寿命。"
"FOHLSRC-FOHLBASE-028-0192-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","192","192","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L192","7557153a9fe8e9a82fb215cd14f85aedd507e1eb50bec8e5e318a9b63fc143b8","89","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","- 直线执行器若采用行星滚柱丝杠,寿命和润滑方案需要特别验证。"
"FOHLSRC-FOHLBASE-028-0193-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","193","193","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L193","e3b278d959d009430c1945125df54a87281dff3fff0a084f27f098eb5a449c06","107","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","- 准直驱方案若减少高减速比传动,可能改善抗冲击,但对电机和控制要求更高。"
"FOHLSRC-FOHLBASE-028-0207-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","207","207","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L207","dea5a30b27b225708898a21d4e20d16c5be659863cacef3ec459edb7d9d88661","127","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 丝杠核心件 | 五洲新春、贝斯特、新坐标、恒立、北特、双林、狄兹等 | 直线执行器核心瓶颈 |"
"FOHLSRC-FOHLBASE-028-0209-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","209","209","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L209","8c4b3844768e5a65c28761e0792000baf087eea2dbb9d95265199751b81448a9","130","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 力 / 位置反馈 | 柯力、安培龙、坤维、蓝点、星汇、开特、编码器厂商等 | 决定力控和闭环性能 |"
"FOHLSRC-FOHLBASE-028-0249-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","249","249","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L249","55ab1bd056e3ff5c53b0dce95fe9fcdf3336f2830068508d6930ad685cb1d349","154","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 直线执行器渗透提升 | 丝杠、力传感器、加工设备 | 五洲、贝斯特、新坐标、恒立、北特、设备厂 | 远期弹性更大 |"
"FOHLSRC-FOHLBASE-028-0286-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","286","286","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L286","9308e3d28d96f691ef234b829aee4c478c4df15fb8241c79309214aa089736e9","87","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","执行器 / 关节模组市场的核心不是单一空间数字,而是三组变量:"
"FOHLSRC-FOHLBASE-029-0066-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","66","66","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L66","5d6cca39afa98f77b6630fc40b8623e757bef425a6ef4efd33a7a8e4dae0c23a","169","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 减速器资料 | `industry_source_archive/data/report/reducer/batch_summary.json`、减速器专题结果 | 谐波、RV、行星、摆线等旋转关节核心传动 |"
"FOHLSRC-FOHLBASE-029-0081-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","81","81","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L81","95a3624455b61125ebc1f750fa5d258490fde8e77552e42472eef201a218eeb5","220","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","执行器 / 关节模组是机器人“肢体层”的核心单元,通常由驱动器、电机、减速器或丝杠、编码器、力矩/力传感器、轴承、结构件、控制板和测试标定体系共同构成。"
"FOHLSRC-FOHLBASE-029-0095-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","95","95","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L95","ceed2d3198da7adfd2c599fef90a40ec9889948f270cecb93e7b805bddf33c48","88","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 执行器 / 关节执行器 | 纳入 | 本文主对象,驱动机器人关节运动 |"
"FOHLSRC-FOHLBASE-029-0096-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","96","96","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L96","58e58b4697dc33d000cc1fbc7c99edfb5b3bce5b874ee479cea62c1e79620d12","106","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 关节模组 / 一体化关节 | 纳入 | 与执行器基本同义,更强调集成化和可装配性 |"
"FOHLSRC-FOHLBASE-029-0101-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","101","101","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L101","420fbf28ec9ad2730238f813f1e0e94bc70ab9b904ce6b43f304b80de1579406","136","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 电机 / 减速器 / 丝杠 / 传感器 | 作为上游核心部件纳入 | 不重复深挖单件,只分析其执行器中的作用 |"
"FOHLSRC-FOHLBASE-029-0108-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","108","108","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L108","1151a022a0f8dfd05c7657f5398193336828d7a0d5c7ac65dd402a9eeff4a03d","222","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 旋转执行器 | 肩、腕、腰、髋、颈部、部分肘关节 | 无框力矩电机、谐波/行星/RV/摆线减速器、编码器、力矩传感器、轴承、驱动器 | 国内本体采用较多,成熟度较高 |"
"FOHLSRC-FOHLBASE-029-0109-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","109","109","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L109","5e911f00b9b3ee92af3e71e951846e96aa7db22194eaf404ae193fffc16e635c","236","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 直线执行器 | 肘、膝、踝、大腿、小腿、部分肩髋结构 | 无框力矩电机、行星滚柱丝杠/滚珠丝杠、编码器、力传感器、轴承、驱动器 | 特斯拉路线关注度高,加工难度和成本高 |"
"FOHLSRC-FOHLBASE-029-0111-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","111","111","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L111","6901c9550cf9ac8da9b20bcbf980d618bb6212d55381b988d47a293eaef614ca","127","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 弹性执行器 | 高安全和柔顺场景 | 电机、减速器、弹性元件、传感器 | 控制复杂,产业化较少 |"
"FOHLSRC-FOHLBASE-029-0131-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","131","131","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L131","9ca9b3d13a904289c61711a63f1d9b3e106025abc1b7c532004076186a1b37e9","187","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 刚性驱动 TSA | 电机 + 高传动比减速器 + 编码器 + 可选力矩传感器 | 精度高、成熟,但能效和抗冲击受限 | 利好谐波、RV、行星、力矩传感器 |"
"FOHLSRC-FOHLBASE-029-0132-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","132","132","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L132","f1d99e5ff79bb5403e7c90e26608e24c53004c3b40474f94351502a894314a79","170","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 弹性驱动 SEA / PEA | 刚性驱动基础上加入弹性元件 | 柔顺安全、能量调制好,但控制复杂 | 产业化较少,更多是研究和特定场景 |"
"FOHLSRC-FOHLBASE-029-0135-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","135","135","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L135","47659b35032436c9cd049dacd7bb16d905f56450ea78fa627af43cbeac0463fd","243","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","判断:准直驱不是简单“去掉力传感器”,而是电机、减速比、控制算法、结构惯量和热管理的系统优化。它可能削弱部分力矩传感器用量,但不会完全替代高精度力 / 触觉传感需求。"
"FOHLSRC-FOHLBASE-029-0143-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","143","143","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L143","31ec37c098b381888c032da9647a7ce962f4a5a18a494d001ea6e2e9a53f6dd3","223","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| RV 减速器 | 高刚性、高承载、抗冲击 | 体积重量大、结构复杂、成本高 | 纳博特斯克、双环 / 环动、中大力德、秦川等 | 工业机器人重载关节,人形下肢可能局部采用 |"
"FOHLSRC-FOHLBASE-029-0146-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","146","146","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L146","872f614b48c7623fa11801d757c55c84abfecb6d55e940990032e72e880155cf","211","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 行星滚柱丝杠 | 高承载、高刚度、高寿命、抗冲击 | 加工难、成本高、进口依赖强 | 五洲新春、贝斯特、恒立、北特、双林、新坐标等 | 直线执行器核心瓶颈 |"
"FOHLSRC-FOHLBASE-029-0152-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","152","152","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L152","816ed9e858eb2675f77cf1b7ca7b64fd270b9d40ccc13da41b56808885cc48b7","232","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 冷锻 / 冷镦 | 用于丝杠、齿轮、传动轴等高强度零件,提升材料利用率和效率 | 新坐标、思进智能、浙江黎明、精锻科技、三维大通 | 是丝杠和高强度传动件降本的重要方向 |"
"FOHLSRC-FOHLBASE-029-0170-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","170","170","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L170","1415cd707185ef0b5165c3989cb343c29f1848488094dd19f71ef9f3d8e2cad4","190","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 丝杠 | 直线执行器核心传动件 | 五洲、贝斯特、新坐标、恒立、北特、双林、狄兹等 | 高端产品价值量高,制造瓶颈明显 | 直线关节核心瓶颈 |"
"FOHLSRC-FOHLBASE-029-0171-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","171","171","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L171","cba94c1138735206eb318c20d02f1c618de840eece7083fd2e33bd4854edc8ce","145","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 编码器 | 位置和速度反馈 | 禾川、汇川、专业编码器厂商等 | 高精度产品价值较高 | 资料不足,需要单独补 |"
"FOHLSRC-FOHLBASE-029-0173-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","173","173","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L173","c0fc46a4c56e3084b0bdea1719edecbcd0c43015429aa3d5c775193d82f0212a","220","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 轴承 / 结构件 | 支撑、定位、寿命和装配精度 | 五洲、苏轴、万达、兆丰、精密加工厂商 | 价值量不一定最高,但影响可靠性 | 需要看薄壁、交叉滚子、滚针等细分 |"
"FOHLSRC-FOHLBASE-029-0180-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","180","180","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L180","534e95ad1b8455b3188dd87432e5d25efe2181e0dd2670df1c2fbd77629ee0cd","190","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 结构设计 | 定义关节尺寸、扭矩、散热、线束和装配方式 | 多目标优化,整机协同 | 决定产品上限 | 整机厂、拓普、三花、伟创、中大力德等 |"
"FOHLSRC-FOHLBASE-029-0181-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","181","181","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L181","86da6628952a0fa45bb6e39b3d2841594b27311b3e2fd4d2216bf105f4773dda","199","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 电机与驱控集成 | 电机、驱动器、控制算法和通信协议一体化 | 响应、低速平稳、温升、EMC | 提升附加值 | 伟创、英搏尔、汇川、雷赛、步科、禾川 |"
"FOHLSRC-FOHLBASE-029-0182-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","182","182","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L182","cfa18335495fd6af21999a323fb4992e3db7a4ea8cbcb0b11d6bbe9a384665e7","178","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 传动集成 | 减速器 / 丝杠与电机、轴承组合 | 同轴度、回差、润滑、寿命 | 决定良率和售后 | 三花、拓普、绿的、双环、精锻、豪能 |"
"FOHLSRC-FOHLBASE-029-0294-U","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-RESIDUAL-LINE-UNIVERSE-REPAIR-004","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","294","294","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L294","5d7f1d650c35ee61c3a884e47d8550c8bf5bfff873f62b9ed9347e3b24f62286","146","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V4_RESIDUAL_LINE_UNIVERSE_ADJUDICATED","EVERY_NONBLANK_NONAUTHORITY_LINE_EXCEPT_DETERMINISTIC_MARKDOWN_SEPARATOR_EMPTY_TABLE_SKELETON_OR_CODE_FENCE","| 直线执行器渗透提升 | 行星滚柱丝杠、滚珠丝杠、冷锻/磨削设备、力传感器 | 弹性大,但路线和成本不确定 |"
"FOHLSRC-FOHLBASE-001-0120-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","120","120","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L120","0368ea496e6bc51182a0c699371a4a15b528508a252e8be4c184f4c0262ff2b9","85","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 主营能力 | 工业机器人、智能制造系统、运动控制、伺服系统 |"
"FOHLSRC-FOHLBASE-001-0121-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","121","121","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L121","4c2a6631717467f7498365a756038e0f29087644d1f1d023b9d3ed2e9c9890c2","106","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 机器人相关定位 | 工业机器人本体、控制系统、自研伺服、具身智能工业应用 |"
"FOHLSRC-FOHLBASE-001-0129-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","129","129","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L129","898366cc918355386429bfb2593dba5ea3a03d2f254c707f2f6c55336187a87e","55","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 一级环节 | 机器人本体与智能制造系统 |"
"FOHLSRC-FOHLBASE-001-0132-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","132","132","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L132","d243ce591b7573aac38e30d5c544fddec00bc88517d498a39b2cc7c287f6ceb3","100","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 横向对比对象 | 汇川技术、新时达、埃夫特、节卡机器人、越疆机器人等 |"
"FOHLSRC-FOHLBASE-001-0183-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","183","183","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L183","a57c529138c77fe7cc408a7a3acf9232d17f1969a91ad7e09ce56a3157193f8c","110","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","- 更靠近的本体商阵营:工业自动化延伸阵营,兼具具身智能工业场景待验证增量。"
"FOHLSRC-FOHLBASE-001-0194-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","194","194","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L194","575faac64dca4dce4f98b8d7295bbdafaf9d11f232c56cd80dd60cda05e9ef00","124","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 产品寿命 / 更换周期 | 未披露 | 工业机器人通常按长周期设备管理,但公司具体口径待验证 |"
"FOHLSRC-FOHLBASE-001-0238-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","238","238","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L238","ea981e44220f274aab81e9816ce58abcce58861e84e94d2b832911bb9d235aa5","79","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 具身智能工业场景表述 | A/D | 公司公开表态和中证网报道 |"
"FOHLSRC-FOHLBASE-002-0103-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","103","103","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L103","13f9fc85c98cacb73c81d5dba8f5357fa9e66f2a315c580e15bae711edd668f6","169","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 产品位置 | 服务机器人导航避障、工业机器人定位/抓取/检测、人形机器人空间感知与人机交互、ROS 教育和农业机器人感知。 |"
"FOHLSRC-FOHLBASE-002-0117-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","117","117","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L117","836eeaa12285746fb7728e29e79b9e5018242510ec715ee2b2980ce9892f749c","133","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| Astra 系列 | 结构光相机、服务机器人和 AIoT | 单目结构光 | 官网产品矩阵披露 | B | 机器人应用占比 |"
"FOHLSRC-FOHLBASE-002-0172-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","172","172","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L172","f6219a3f6c356d9a9b7f068c587aec710b61f8c6e048e5336ace59056f9f9da4","160","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| Captic | AI 视觉系统/机器人分拣 | 提供 AI 视觉系统 | 未披露 | 比利时 | A | 可用于自动化仓储、物流、建筑、食品工业等 |"
"FOHLSRC-FOHLBASE-002-0181-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","181","181","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L181","435d6cf3d4977ad5604b8516b5b02baab2d57b322761e5836e375ba535a977e5","107","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","- 更靠近的本体商阵营:服务机器人、AMR、宇树 / 智元 / 优必选等视觉感知链条。"
"FOHLSRC-FOHLBASE-002-0194-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","194","194","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L194","4dfd575a65c1c331e33f223b8b41d652d4c1df3a66a325abe92beb964dbcb7e7","168","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 寿命 / 更换周期 | 未披露 | 机器人深度相机、ToF 相机、LiDAR | A / B | 官网披露参数、温度、防护等,但缺统一寿命和失效模式 |"
"FOHLSRC-FOHLBASE-002-0196-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md","d80eaa06898eb038e06f6d198517b76375627181d7572b94639e6fb0123cf3d8","196","196","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥比中光.md#L196","83caebe8ab010fa5da2052d40fae642da5ab0cb8f8613fe545b09f5a7cfdddda","189","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 认证和售后 | 官网披露产品通过欧盟 RoHS、REACH、CE、激光安全等认证,并有售后服务体系 | 公司产品 | A / B | 机器人专用质保和返修率未披露 |"
"FOHLSRC-FOHLBASE-003-0132-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","132","132","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L132","6ae633e73ff60d0792f603a98211260c77c0c8f6b28e58ff5f7e69c195359175","154","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 在机器人中的位置 | 可用于机器人环境感知、定位导航、人机交互、目标识别、抓取识别和工业机器人视觉检测。 |"
"FOHLSRC-FOHLBASE-003-0189-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","189","189","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L189","a953b63ee4ec2e354d0aa92681db6f8463ff9c27623822e771cd03c39ae89f0d","129","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 东莞泰莱 | 运动控制/精密传动相关 | 并购协同 | C | 有助于从视觉向“视觉 + 传感 + 运控”延伸 |"
"FOHLSRC-FOHLBASE-003-0195-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","195","195","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L195","b367c7b6db1082812a0d4b6fb63deb9204461a27a29c08daf38cc8802a05ad17","77","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","- 更靠近的本体商阵营:工业 / 协作 / AMR / 人形视觉链条。"
"FOHLSRC-FOHLBASE-004-0178-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","178","178","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L178","7bfd5ff65cc6c66ca777bdf881705e0796c81628ecaa3871bfabc77121f6d627","131","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","- 更靠近的本体商阵营:AMR / 协作机器人成熟场景,兼具宇树 / 智元 / 优必选等人形本体增量线索。"
"FOHLSRC-FOHLBASE-004-0195-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","195","195","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L195","5be76c425a504036c3de603f4d038317130e38cd1f0a3554e2d5eb9e771f6a1b","179","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 寿命 / 更换周期 | 未披露 | 低压伺服、伺服轮、无框力矩电机 | A | 官网产品页强调温升、稳定性和适配复杂布线,但未披露寿命条件 |"
"FOHLSRC-FOHLBASE-004-0196-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","196","196","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L196","163f29bdb73300295aaab27e5e9d53cc133eeb1fddb4a8e19d507ef105f12de9","159","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 质保 / 售后 | 未披露 | 机器人相关产品 | A / B | 官网有售后服务体系和服务伙伴线索,但未见机器人产品专门质保口径 |"
"FOHLSRC-FOHLBASE-004-0206-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","206","206","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L206","540816c7fbb9728c479b883a163419d197e02fca8d8b3f4e7c4e7bd8e7b6744b","144","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 主要原材料 | IC 芯片、液晶屏、电子元器件、PCB、触摸面板、IGBT、编码器、磁钢、减速机、五金件等。 | A |"
"FOHLSRC-FOHLBASE-004-0230-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md","0de2f06071455cacbcf24c284e665ef3ce7ec66f5b0a42f16a706e094c04c27a","230","230","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/步科股份.md#L230","ceac7f88ca69df157c982ea8aa24af5c7a780dc9c3500dc55e0d7844674d4b7e","145","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 分拆上市 / 母公司关系 | 机器人业务在上市公司体系内推进,未见独立分拆上市安排。 | 组织边界较清晰。 |"
"FOHLSRC-FOHLBASE-006-0122-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","122","122","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L122","1986c6189eace1ad9f09356c1abed06ea5def897c8cfd14d0026e71401df4acf","71","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 机器人相关主体 | 浙江禾川人形机器人有限公司 | C |"
"FOHLSRC-FOHLBASE-006-0144-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","144","144","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L144","aaf8bccccd41cd66414ec8d709b6bb2766fc884bcaa7c58f6abc27b37a84ceff","98","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 微型力矩电机 | 微型关节 / 末端执行器潜在部件 | 仍需验证应用位置 | C |"
"FOHLSRC-FOHLBASE-006-0194-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","194","194","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L194","8e14873e9093921c0eb3b32d440a7a38e8c452a5ec3f6bccfc0b42d0c13fe20e","98","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","- 更靠近的本体商阵营:工控平台、人形执行端和工业机器人待验证阵营。"
"FOHLSRC-FOHLBASE-006-0208-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","208","208","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L208","2ad127690e92a3ed7b8a84643146ade4cf668c9ca0801f4cc7f7eed312260896","37","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| SCARA 机器人单价 | 未披露 |"
"FOHLSRC-FOHLBASE-006-0209-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","209","209","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L209","1381a15f98dfac408f1c3a9529b630d991a7592e4f1361be98ee7816dfc328d0","37","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 寿命 / 更换周期 | 未披露 |"
"FOHLSRC-FOHLBASE-006-0236-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","236","236","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L236","1c8a251700e18ec1ad1d9f31ae5ba3ecc4668c7fb6ff428042e33bfe9294fa93","88","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| SCARA 工业机器人 | 工业机器人存量应用,产品相对成熟 | 中 | 中 |"
"FOHLSRC-FOHLBASE-006-0265-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","265","265","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L265","a19d88d40605c3de9beee3a142b8dfadbb9a48acd0177595dc6bc61005b805ce","97","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 电驱关节产品参数 | 未披露 | 产品手册、型号、扭矩、功率密度、寿命 |"
"FOHLSRC-FOHLBASE-006-0266-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","266","266","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L266","6f0499140fe8612c46326b9dbf3aaa98ea58d99098d25e11081105144ca1ee3c","91","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 中空编码器参数 | 未披露 | 分辨率、精度、通信接口、寿命、价格 |"
"FOHLSRC-FOHLBASE-007-0091-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","91","91","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L91","3e36dc5f022d5bd5fea2a9dc96af04897d5c37852ab2b415bcf59954920aba1f","148","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 主营业务 | 工业自动化与数字化、新能源汽车动力系统、智能机器人、数字能源等工业科技产品和解决方案。 |"
"FOHLSRC-FOHLBASE-007-0185-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","185","185","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L185","ebbbcb6914cbf697ab80ff9c43992c93ac57fe2e5848ded4b34dd7535131a6fe","125","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","- 更靠近的本体商阵营:工业自动化延伸阵营,兼具人形机器人零部件和控制平台待验证增量。"
"FOHLSRC-FOHLBASE-007-0230-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","230","230","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L230","e4e45c0f39c2c9b8edcdf7ffbe1d5a5d374ecd2239827e744fb16b8783e078b9","238","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 相关经验和年限 | 公司长期深耕工业自动化、伺服、PLC、变频器、工业机器人和新能源动力系统,人形机器人零部件属于工控平台能力延伸。 | 工控和运动控制经验是强加分项。 |"
"FOHLSRC-FOHLBASE-007-0233-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","233","233","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L233","94519e3e152e9e985fad6905c284615ce9a4a227a7103541955966fcdc7da31d","220","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 分拆上市 / 母公司关系 | 智能机器人为上市公司新兴业务之一,与数字能源同列,未见独立分拆上市安排。 | 需拆清新兴业务中智能机器人和数字能源的组织边界。 |"
"FOHLSRC-FOHLBASE-007-0273-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","273","273","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L273","484b77e522776c455fbf15317c9023be8fcb7e2b52049c0994f3c2b72991d394","103","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 不能外推 | 汇川平台能力强,但未披露的人形单品不能写成已大规模兑现。 |"
"FOHLSRC-FOHLBASE-008-0094-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","94","94","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L94","0401d269fe0b77b98d0caa8e484dae3c0e14b387593aacde3922278ca84bdbab","169","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 主营业务 | 传感器与物联网系统集成业务,覆盖工业测控与计量、智慧物流监测、能源环境测量、新型智能装备感知等方向。 |"
"FOHLSRC-FOHLBASE-008-0095-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","95","95","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L95","a83fffd9af87b08b9d7f1c6e1500f3f5a7456d8bd0e5641bbb9531f8d01c0524","157","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 机器人相关定位 | 六维力/力矩传感器、关节力矩传感器、触觉传感器、MEMS 微型多维力传感和多模态融合感知平台。 |"
"FOHLSRC-FOHLBASE-008-0102-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","102","102","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L102","dd460020847694bcd74b5121c5e19fd7d3caa31e8023f3cb43b1354cec5d1750","132","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 细分环节 | 力传感器、六维力/力矩传感器、关节扭矩传感器、触觉传感器、惯性/多模态感知生态 |"
"FOHLSRC-FOHLBASE-008-0103-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","103","103","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L103","938c6f495f153c1d0b9b5c2eb6e8797dafae759cb0ceab386d9957e6c81d8537","147","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 产品位置 | 人形机器人腕部、踝部、末端执行器、协作机器人末端、工业机器人打磨/装配/焊接等力控场景。 |"
"FOHLSRC-FOHLBASE-008-0177-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","177","177","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L177","5b2b878f56c5221549a410f593b88468f251f66f4645f92bac572081b742fd6b","131","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","- 更靠近的本体商阵营:Figure、优必选、智元、银河通用等需要力控和灵巧操作闭环的本体商阵营。"
"FOHLSRC-FOHLBASE-008-0196-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","196","196","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L196","dd3a609ec2f8780656ab2bad698cfa2ebf8f80e84cd3831d537739e68cfa3dc3","143","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 寿命 / 更换周期 | 未披露 | 六维力、关节力矩、触觉传感器 | A | 缺测试条件、循环次数、质保和返修数据 |"
"FOHLSRC-FOHLBASE-008-0197-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","197","197","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L197","3f12eb9d91d93e164b1dbcb5ff4884bd9e6d4eb20bc007529c9335bd17fec0e5","138","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 供货周期 | 未披露 | 标准品/定制品 | A | 公司强调“高性价比、多品种、快响应”,但未披露具体交期 |"
"FOHLSRC-FOHLBASE-008-0207-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","207","207","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L207","da793cefed40c66e7043a50fa54e254213aa0cd7111c423fa7ba528efe8712f8","185","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 应变片自供/外采 | 未披露明确自研自供比例 | A | 年报披露 MEMS、硅基应变、多维力等研发方向,但不能据此推定当前六维力应变片已自供 |"
"FOHLSRC-FOHLBASE-008-0218-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","218","218","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L218","d7b89c06093d74c3220f15ac8af4b6b9dc28c6e405fa78e101a8338414958425","161","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 自动化产线降本 | 自动贴片、组桥、走线、自动检测、标定 | 公司制造端 | 中期 | 产线按计划投产,良率和节拍达标 | A |"
"FOHLSRC-FOHLBASE-008-0219-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","219","219","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L219","dc9a56335275fac4eb00dab4ce97221c7f0aa3191203f7e1195a456fa5ce2ae3","178","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| MEMS/硅基应变升级 | MEMS 微型多维力、硅基力矩 | 微型关节、灵巧手、轻量化机器人 | 中长期 | 工艺成熟、封装可靠、成本可控 | A / E |"
"FOHLSRC-FOHLBASE-009-0101-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","101","101","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L101","24c948c305813989a31c153d2023183530586fb73c4aa93fe35ccefab18e9fcc","165","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 产品位置 | 无框力矩电机、空心杯电机、微型伺服系统、中空编码器、关节模组、高自由度灵巧手、PLC/运动控制器/控制卡 |"
"FOHLSRC-FOHLBASE-010-0119-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","119","119","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L119","31a7dc3e2e70039e928a03fbf22fb739bc867f5a943b30300d96eb1deb886cac","106","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 所属环节 | 机器视觉系统、智能视觉装备、具身数据采集、光学动捕、OCS | C/E |"
"FOHLSRC-FOHLBASE-010-0120-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","120","120","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L120","79b06399f642759e5bbefe183d19518da29f0e109ca55210a40b61f93ddb8c16","94","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 机器人相关定位 | 具身智能数据采集和工业视觉系统迁移型玩家 | C/E |"
"FOHLSRC-FOHLBASE-010-0130-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","130","130","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L130","3c2a380614b96f5e97329acafffcb4cb685f6647bdc47caf089575007cc0a5cd","134","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 其他增量 | OCS 光交换 | 光通信 / 算力网络相关潜在第二曲线 | 与机器人产业链相关性弱,单独跟踪 |"
"FOHLSRC-FOHLBASE-010-0139-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","139","139","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L139","6d499d1faec72be0c1c6e03897c80921742becfbed7cc2829b0e2e601115b879","169","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 机器人遥操作数据采集 | 元客视界提供机器人本体 / 灵巧手遥操作数据采集方案 | 贴近人形机器人和灵巧手训练数据环节 | C/E |"
"FOHLSRC-FOHLBASE-010-0182-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","182","182","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L182","b5d0eaae4c6dd2380ad07a39f6468153694a9aa1fa7c5e48cf91507fd129a48d","110","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","- 更靠近的本体商阵营:模型数据链、具身数据采集、工业视觉和高精度检测阵营。"
"FOHLSRC-FOHLBASE-010-0194-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","194","194","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L194","82b651a651271a3783ee794a7489b5553d83fd833c5aae3f081c7f371d628004","40","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 数据采集项目单价 | 未披露 |"
"FOHLSRC-FOHLBASE-010-0218-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","218","218","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L218","4ab1781052a32d5888ec86a2912d6466fe39a2b43a2898a9cfddd70ae6011241","124","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 具身智能数据采集 | 人形机器人和灵巧手训练需要动作捕捉、遥操作和仿真数据 | 中低 | 高 |"
"FOHLSRC-FOHLBASE-010-0220-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","220","220","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L220","8c37143a077919c2dbf092ee5dde2803d19bf0de42170a415d5ceeaeb5a101bd","118","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 机器人视觉系统迁移 | 工业视觉能力向机器人检测、定位、导航、质检迁移 | 中低 | 中 |"
"FOHLSRC-FOHLBASE-010-0254-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","254","254","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L254","833ffb0477b952e3c2d265e9dca8f8981e350e97355223c88c60ce7cfefe0c6a","79","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 软件定位 | 工业视觉平台 + 具身数据采集基础设施样本。 |"
"FOHLSRC-FOHLBASE-010-0255-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","255","255","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L255","0810a01f09300acca5867881a4251925c788cc45a46a99e5011dabc603062b34","166","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 产品 / 平台 | VisionWARE / F.Brain 视觉平台、元客视界 FZMotion、机器人本体 / 灵巧手遥操作数据采集、虚拟仿真数据采集线索。 |"
"FOHLSRC-FOHLBASE-010-0256-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","256","256","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L256","9c512dc9964e180746cb983b54f2068811495eeff4057b9acf113e876b02707d","129","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 收费方式 | 机器视觉主业以硬件 / 系统 / 项目为主;FZMotion、数据采集平台和软件收费未披露。 |"
"FOHLSRC-FOHLBASE-011-0094-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","94","94","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L94","e92602a305b0a2aa1e343ba17b5d5b384945c243334863aa693651c82166a3a4","193","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 主营业务 | 精密传动装置的研发、设计、生产和销售,产品包括谐波减速器、行星滚柱丝杠及精密零部件、机电一体化产品、智能自动化装备。 |"
"FOHLSRC-FOHLBASE-011-0102-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","102","102","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L102","1ea4295f68f56f4476fad51d39ba178ae92a94c1b65976f22646b4290331d2b0","133","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 细分环节 | 谐波减速器、机电一体化关节模组、行星滚柱丝杠、线性执行器、智能自动化末端工具 |"
"FOHLSRC-FOHLBASE-011-0116-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","116","116","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L116","7c8f362f6b5c7b3f4e120c72270a5d031c058fd63eb1f9492b869de464318d1e","229","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| LHD / LCD 等薄型谐波减速器 | 机器人末端关节、空间受限关节 | 超薄中空翻边、超扁平结构,强调小体积和轻量化 | 年报和官网产品页均有披露 | A / B | 具体机型导入和价格 |"
"FOHLSRC-FOHLBASE-011-0227-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","227","227","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L227","a318c3677c0f141686ee3a64cd5e746fcb336c5fbb18f0d0729c145a04bab830","178","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 相关经验和年限 | 公司长期专注精密传动、谐波减速器、机电一体化产品和行星滚柱丝杠研发,业务纯度高。 | 专业深度是加分项。 |"
"FOHLSRC-FOHLBASE-012-0202-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","202","202","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L202","4808455e2efd168f82841630f6153dc4d981561892dc0a842ed9e157baf1b01e","168","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 感知与控制 | 执行器包括编码器、传感器、控制器等;项目建设包含域控制器 | A | 编码器、力/扭矩传感器、控制器自研比例 |"
"FOHLSRC-FOHLBASE-012-0222-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","222","222","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L222","a30c374f24325234bfc75bfde749202bbc00082a72dae8c8a1e8cfda2e8d8b14","168","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 团队稳定性 | 本轮资料未见机器人团队频繁变动信息;H 股募资和钱塘基地说明公司层面对机器人方向投入较重。 | 观察项。 |"
"FOHLSRC-FOHLBASE-012-0223-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","223","223","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L223","dd6beb8dcb60966af9769c925cb202a00763dc7d464bac01328907e69c110379","233","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 分拆上市 / 母公司关系 | A+H 平台;机器人业务仍在上市公司体系内,另与绿的谐波拟在墨西哥设合资企业,绿的控股并纳入其合并报表。 | 合资利益分配和收益归属需拆清。 |"
"FOHLSRC-FOHLBASE-012-0266-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md","eadf55725b4e398c420f5451b218d7f822be0fe7b77d8f1f6479df089da7b70b","266","266","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/三花智控.md#L266","75d1365fca47468abe8f5d64057a26b65c9eeb1970b81446e12f12e14f73a39f","127","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 可回填结论 | 可写“公司机器人机电执行器和域控制器处于研发、试制、迭代和送样阶段”。 |"
"FOHLSRC-FOHLBASE-013-0094-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","94","94","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L94","89ce124335fd99cf1e26176a48c4862f5dea8141299123032ea0216a3e548c43","231","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 主营业务 | 汽车零部件研发、生产和销售,主要包括汽车 NVH 减震系统、内外饰系统、轻量化车身、智能座舱部件、热管理系统、底盘系统、空气悬架系统、智能驾驶系统。 |"
"FOHLSRC-FOHLBASE-013-0095-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","95","95","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L95","d9a6a9d31f82326852e4082d6d6bb2cf362ec84ad6569d0f00c9b69dc8a35826","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 机器人相关定位 | 机器人执行器、直线执行器、旋转执行器、灵巧手电机、躯体结构件、传感器、足部减震器、电子柔性皮肤及机器人电驱系统。 |"
"FOHLSRC-FOHLBASE-013-0102-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","102","102","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L102","f3567ce3c5a3458c92bdcf8ce14320cc5223ed9fb28bb9d016db10e341811445","133","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 细分环节 | 机器人直线执行器、旋转执行器、电驱系统、灵巧手电机、结构件、传感器、柔性皮肤 |"
"FOHLSRC-FOHLBASE-013-0119-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","119","119","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L119","7c0d752566e1b54647ffce99decb46e8bac78e6e6f51fd8894b135fedb9e3cb1","168","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 足部减震器 | 双足机器人脚踝/足端缓冲 | NVH、减震和底盘经验迁移 | 年报披露拓展足部减震器 | A | 具体产品参数和供货阶段 |"
"FOHLSRC-FOHLBASE-013-0175-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md","99feca796a81f2a82bc5aa4a30f79f08fb1045d8a31461d6bfd5f799de16f504","175","175","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/拓普集团.md#L175","916a18fccfbb419cba421df3c2c796628ae54d1e0bbab5f559c68fa27b707201","118","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","- 更靠近的本体商阵营:Tesla / Figure / 智元 / 优必选等垂直闭环和头部本体商待验证阵营。"
"FOHLSRC-FOHLBASE-014-0119-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","119","119","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L119","9af61a33c36d93a59df99bed51bbda8a6a7a11277ff4112c6cc7fe82d0768a66","136","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 所属环节 | 视觉测量装备、视觉检测装备、视觉制程装备、智能驾驶域控制器、具身智能控制器 | A/C |"
"FOHLSRC-FOHLBASE-014-0120-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","120","120","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L120","688fe2985d6648e34edd31f15ccc116e10dcefb0dcfd4cfd5446e1c629e4b186","117","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 机器人相关定位 | 机器人“大脑”域控制器 / 边缘计算平台 + 工业视觉装备迁移 | B/C/D |"
"FOHLSRC-FOHLBASE-014-0142-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","142","142","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L142","ecafae165f2663e1792f82b9f74f52bdfecac4d2c9f9a348f7d40a958e895e99","192","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 视觉测量 / 检测装备 | 高精度测量、缺陷检测、定位引导、目标识别 | 可服务机器人制造、终端检测、视觉标定,但不是机器人本体部件 | A/C/E |"
"FOHLSRC-FOHLBASE-014-0186-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","186","186","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L186","19c94c2e28ce50abecbc3deb9fe15f4525ab177a9c51283ab31053cf10e185ef","89","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","- 更靠近的本体商阵营:工业视觉、视觉测量和控制器待验证阵营。"
"FOHLSRC-FOHLBASE-014-0222-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","222","222","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L222","bebe422a4595832da93a7b30a7398161652139993911e173c7ce257336c83e61","126","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 视觉装备复苏 | 消费电子、PCB、半导体资本开支修复带动视觉测量/检测/制程装备 | 中高 | 中 |"
"FOHLSRC-FOHLBASE-014-0223-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","223","223","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L223","683764c40497729530d64067fde1da4f5dd8291b50d5729ad427272f7d730852","85","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 半导体检测量测 | 明场缺陷检测和套刻量测设备推进 | 中 | 高 |"
"FOHLSRC-FOHLBASE-015-0119-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","119","119","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L119","599ccba0c40501487ea87b6ff645b52d5e055ac21d12d190c462a1e128cf8815","85","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 主营能力 | 半导体激光芯片、器件、模块、直接半导体激光器 |"
"FOHLSRC-FOHLBASE-015-0120-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","120","120","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L120","71de62a58ac9af0474830e28e3158f5eb244dc7b5c39ebde71e832b5e9eb178b","130","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 生产模式 | IDM,全流程覆盖芯片设计、外延生长、晶圆处理、解理 / 镀膜、封装测试、光纤耦合 |"
"FOHLSRC-FOHLBASE-015-0224-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","224","224","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L224","c75c5f58d797bc0c4526615d9fa0714c15dae7b93f2aa4c7c4361b289ab280d4","180","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 炬光科技 | 激光光学、光源系统、泛半导体制程、汽车应用 | 炬光更偏激光光学和系统模块;长光华芯更偏半导体激光芯片和 IDM 产线 |"
"FOHLSRC-FOHLBASE-015-0225-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","225","225","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L225","c5350bc996186f3fe59d2f6924b5036798956c9056081bed0028f3c91da9606f","157","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 福晶科技 | 非线性晶体、激光晶体、精密光学元件 | 福晶偏激光器上游光学材料和晶体;长光华芯偏激光芯片 / 光源 |"
"FOHLSRC-FOHLBASE-015-0240-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","240","240","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L240","af2b759895c479581d514175c123c246d08da96ee12fbeea62173649bc1ec0a4","109","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 硅光 / 薄膜铌酸锂 | 下一代光通信、光传感、激光雷达、光计算方向 | 中低 | 高 |"
"FOHLSRC-FOHLBASE-015-0241-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","241","241","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L241","ae007823d79bd87b72373f89edc0b402cb2f178740ab34e4253299d009d4f6de","102","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 蓝绿光 GaN 激光器 | 激光加工、显示、XR 微投、车灯等新场景 | 中低 | 中高 |"
"FOHLSRC-FOHLBASE-016-0102-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","102","102","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L102","9f47ea1e62e0d0eabba3d080c3a1b3372264e11f9b099d03eaf44830d3092aae","127","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 细分环节 | 灵巧手、微型齿轮箱、微型减速器、空心杯电机、微型丝杠、控制器、执行器模组 |"
"FOHLSRC-FOHLBASE-016-0175-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","175","175","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L175","39c833d3279a31faa6e87f25b600af015fa42c3e2be725eda5e300a3e81f2a70","106","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","- 更靠近的本体商阵营:Figure / Tesla / 智元 / 优必选 / 银河通用等灵巧操作链条。"
"FOHLSRC-FOHLBASE-016-0252-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md","6637dacc00e48583a5c2cf6007a2eea610e2023d071a507bca1091c33e826236","252","252","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/兆威机电.md#L252","4662df994c9f99125412ce64d9cb0033c4d44647fe12f0bef798db8b19ab02df","133","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-FIRST-BATCH9-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 中 | 微型齿轮、丝杠、电机、电控的自制比例和成本占比是多少? | 成本拆分、招股书、调研纪要 |"
"FOHLSRC-FOHLBASE-017-0095-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","95","95","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L95","72b7b5cc85e137d4e1c329fcae5ef1c113e74e1c48df6b342c14a6e2aaf745ba","121","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 关节模组 | 电机与减速器、丝杠、结构件、散热集成 | 机械、电磁、控制、测试标定协同 |"
"FOHLSRC-FOHLBASE-017-0111-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","111","111","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L111","81c13d4bf32fc0b8499a296576c1ee0f99f8288b551ed83731ce9c304ca7f2c7","118","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 轴向磁通电机 | 高扭矩密度、盘式结构 | 大关节、空间受限关节 | 高 | 早期 | 远期跟踪 |"
"FOHLSRC-FOHLBASE-017-0120-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","120","120","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L120","938c371830af44e6a99ebbb046275b852817ae8fa562952a39f872e776dcb7ba","50","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","- 有样机或产品发布不等于批量供货。"
"FOHLSRC-FOHLBASE-017-0121-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","121","121","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L121","efbc55535e2a830af0b61b4b1a1eaae8cf8332be01fcad8a9570854202f43cd5","68","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","- 人形关节电机和灵巧手微电机不是同一个子赛道。"
"FOHLSRC-FOHLBASE-017-0132-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","132","132","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L132","cacebf65f7e055beba60a4a6b3bc58715307722cd0870b00cf6c51548d5ec44e","212","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 微型无框电机 | 定转子嵌入微型结构 | 紧凑、适合微型关节和定制 | 装配、控制、散热、一致性 | 小批量/研发 | 伟创、鸣志、雷赛、鼎智 | 灵巧手高集成方向 |"
"FOHLSRC-FOHLBASE-017-0133-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","133","133","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L133","8f04109faa438dbcb70d15682580043a1afc4838be8aede30e33c5fd2d65adb0","205","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 无刷有齿槽电机 | 定子铁芯槽口嵌绕组 | 成本低、制造成熟 | 齿槽转矩、低速平滑性、噪声 | 成熟 | 通用微电机厂、伟创、江苏雷利 | 低成本灵巧手可用 |"
"FOHLSRC-FOHLBASE-017-0134-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","134","134","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L134","bc7573dec7248d1b14b543866fe1e492d49159278a366ce89f7b997910c7c800","244","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 轴向磁通电机 | 磁场方向与转轴平行,盘式结构 | 扭矩密度和功率密度高 | 气隙控制、散热、设备、成本 | 早期 | 伟创相关关节模组、海外电机厂 | 短期非主流,适合大关节升级跟踪 |"
"FOHLSRC-FOHLBASE-017-0150-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","150","150","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L150","7ebaf7cc6741bf1ade81ef7a5e030be0e761640f8ded183ade415fcfa472147d","96","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","永磁材料 / 铜线 / 硅钢 / 轴承 / 编码器 / 功率器件 / 绕线设备 / 散热材料"
"FOHLSRC-FOHLBASE-017-0153-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","153","153","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L153","577fbe3af7b685d1ea723cbc43d0752e6e9ece2bc2e9a5effa6b962185b5b76d","81","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","-> 人形机器人 / 协作机器人 / 移动机器人 / 工控 / 医疗 / 汽车"
"FOHLSRC-FOHLBASE-017-0309-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md","ab52e6df4f7ed50fea402b6a1170c477787b44bb609e9f07e03db2f110bebded","309","309","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/电机_详细介绍.md#L309","5d2e3df62ebe68cf4ac60c5b2ef4e3e20e09ca5c0b4162c1ccb732522acafc43","125","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 寿命/更换周期 | 多数未披露,只能提出验证框架 | 产品手册、质保、失效率、连续运行寿命 |"
"FOHLSRC-FOHLBASE-018-0079-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","79","79","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L79","1d3a18fc1c39129d4ba7ba9b21fded250da4b070f32c15750ca4bdf1fa3174ae","136","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 开发生态价值 | SDK、工具链、开发者服务、应用插件、模型部署平台 | 纯开源下载且无商业支持线索 |"
"FOHLSRC-FOHLBASE-018-0087-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","87","87","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L87","515b4d6fadce27cb4fa32849469c4d72db898a32d50d949cad8d6c5d5323ad7c","187","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 工业自动化升级 | 复杂缺陷检测、柔性抓取、少人化、工艺适配 | 视觉平台、工业软件、本体厂、集成商 | 项目金额、节拍、误判率、复购 |"
"FOHLSRC-FOHLBASE-018-0088-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","88","88","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L88","14a9cdc9d77c32971a048c295b21361c5a5ecd35d7c1bf97aa90c1b56e7b8916","167","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| AMR / 仓储物流 | 多机调度、路径优化、异常处理、任务分配 | AMR 厂商、调度平台、云平台 | 部署台数、按台软件费、任务量 |"
"FOHLSRC-FOHLBASE-018-0089-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","89","89","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L89","36e788f293b2f9d70e94c0d1efda0ac1440c640767e5eeacec6a1a34c7f368ea","178","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 服务机器人 | 语音交互、任务下发、内容更新、运维接管 | 服务机器人厂商、运营商、语音 / 大模型厂商 | 云服务费、续费、接管率 |"
"FOHLSRC-FOHLBASE-018-0091-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","91","91","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L91","2f21966b3c9907a0cb51da38a3c4902691ddc22d99dfb3d0e2904880c7b3ea25","160","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 家庭机器人 | 多模态交互、长期记忆、隐私和安全 | 本体厂、订阅平台、云服务商 | 留存、订阅、使用时长、隐私机制 |"
"FOHLSRC-FOHLBASE-018-0093-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","93","93","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L93","5dc36e2fa3292ffbdf2f614c1d6d2b765f4f62bb702659843b58dc1533e36e53","160","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 开发者 / 科研 | 模型接口、仿真环境、SDK、训练工具 | 平台厂商、硬件厂商、云厂商 | 开发者数量、企业版、算力消费 |"
"FOHLSRC-FOHLBASE-018-0094-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","94","94","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L94","c18e626c9d69b3b4306987eabea0f96c958b419563c6efb0164cdd5781ef1796","226","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 具身数据训练 | 遥操作、无本体采集、仿真数据、失败样本、格式化数据 | 数据采集公司、数据服务商、本体厂、训练场运营方 | 数据小时量、有效数据率、单价、权属 |"
"FOHLSRC-FOHLBASE-018-0109-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","109","109","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L109","31e5d24ee3eb742047782725f8e975b90f6ec58dff6571fa506b56897af71476","172","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 动作 / 应用平台 | 发布动作库、任务插件、开发者平台 | 低到中 | 关注应用数量、下载、付费和复购,而不是只看开放平台新闻 |"
"FOHLSRC-FOHLBASE-018-0111-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","111","111","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L111","ba0c5af8273503885407a4eec7da374816da35847a38af718eea6727d787b8bd","119","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 存量运营 | 按台订阅、RaaS、云平台持续收费 | 高 | 关注续费率、利用率和单位经济模型 |"
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"FOHLSRC-FOHLBASE-018-0190-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","190","190","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L190","ce42f6767dd4e9a9f26b0d47ed6a97ea5032aa00dae0aa24c762645b6065d44c","142","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 开发者生态 | SDK、插件、应用分发和技术支持 | 平台厂商、AI 平台、硬件厂商 | 开发者数量、企业版付费 |"
"FOHLSRC-FOHLBASE-018-0211-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","211","211","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L211","744562bb750115078ff4c7211e468eff3308fe50d008fb54a510a83200b793a3","145","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 仿真资产和物理引擎 | 场景资产、物理参数、合成数据、闭环仿真 | 初期投入高,若能复用则边际成本下降 |"
"FOHLSRC-FOHLBASE-018-0214-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","214","214","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L214","38965d97807d55031d6905355392cf9891abf5a790fc17a0e0b52296c3fff090","100","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 安全和合规 | 日志、权限、隐私、认证、事故响应 | 大规模部署后不可省 |"
"FOHLSRC-FOHLBASE-018-0215-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","215","215","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L215","bbe4d3bb13d54d0232ac0b25f42cf8f1a88ea8b427918b8e641d771e8649ceb8","142","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 权限和审计 | Agent 跨系统调用、设备控制、日志留痕、回滚机制 | 高权限执行越多,合规和责任成本越高 |"
"FOHLSRC-FOHLBASE-018-0223-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","223","223","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L223","160f4a45ee869e5ab7f797f63e96fb3e00d497d4924c455a2f52dc5084bb8709","109","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 训练数据规模效应 | 部署越多,数据越多,模型越强 | 数据闭环和模型更新频率 |"
"FOHLSRC-FOHLBASE-018-0235-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","235","235","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L235","2e21274e19f9b0946abcb5aa8c1ebb3f161e51805ea85dace94b42ac3c184c42","89","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| API 调用价格和成本 | 待补 | 官方价格页、开发者文档、公司资料 |"
"FOHLSRC-FOHLBASE-018-0236-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","236","236","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L236","c12752803fd33dd02a91614a776ef712cd082150be4223576208a9361a5373d3","104","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 输入 / 输出 / 缓存 Token 价格 | 待补 | 官方价格页、开发者文档、云平台公告 |"
"FOHLSRC-FOHLBASE-018-0239-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","239","239","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L239","0f37081ba014c09209b6c9d281d1b9dbdfeb69f59775fe92b163c8c3bf42932e","94","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| Agent 付费用户 / 席位 | 待补 | 产品公告、年报、招股书、开发者平台 |"
"FOHLSRC-FOHLBASE-018-0243-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","243","243","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L243","5a63fec30f02f376c01dcdea8951d89c697727d42c76eead7dbe63b262352384","72","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 远程接管率 | 待补 | RaaS 披露、公司访谈、运维案例 |"
"FOHLSRC-FOHLBASE-018-0245-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","245","245","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L245","485c7e10a2fb9dc770fb2c37d6575d85b86c109be4b2ff448a75947a0d94e71f","76","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 训练数据规模 | 待补 | 技术报告、发布会、官网、论文 |"
"FOHLSRC-FOHLBASE-018-0247-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","247","247","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L247","291d1696de8f2f704f1f1326c4aa0fe21fa745d5c620e4488d3dcca71eb5d0c8","73","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 有效数据率 | 待补 | 数据采集方案、访谈、公司披露 |"
"FOHLSRC-FOHLBASE-018-0252-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","252","252","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L252","bf5bc10b823d01d19bb675ab60961bf9a5440bf463508185e215e03121e65a10","94","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 动作 / 应用平台指标 | 待补 | 平台公告、开发者文档、应用商店数据 |"
"FOHLSRC-FOHLBASE-018-0284-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","284","284","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L284","739666fe610e3ec82ce413978581bc253932174c9f3b54424529c95ab68a6181","106","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 安全和责任不清 | 模型幻觉、误操作、隐私泄露 | 看权限、日志、接管和合规 |"
"FOHLSRC-FOHLBASE-018-0287-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","287","287","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L287","afd62f603f4b2148fc7773530058bcb456be6a24c2323fb2232fd9afc7261827","136","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 数据质量和格式不统一 | 多来源数据难以融合,训练效率低 | 看标准、坐标系、时间同步和质检流程 |"
"FOHLSRC-FOHLBASE-018-0290-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","290","290","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L290","10c544b68d37240d230b4f83476c2f7928152544eb0bdfd25cfa0821cfdf20e6","109","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 应用生态空转 | 开放平台有新闻,但缺付费应用 | 看开发者、下载、付费和复购 |"
"FOHLSRC-FOHLBASE-018-0304-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","304","304","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L304","a47cee426c58d33515be002073d48f3a9c8eac582cb575bceb6a6282bc7eec56","142","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 本体厂官网、发布会、技术博客 | 模型类型、部署状态、任务指标 | 数据处理同学本地化后由分析员回填 |"
"FOHLSRC-FOHLBASE-018-0310-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md","ca45c4ed05653825e9d8bd98085d37ff3783c7703f7b2170dbcc87c477dc3173","310","310","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_市场分析.md#L310","752155ed8e0c0dcc4716213111f29ba66ec983ad2684e73fac1fafe7085c466d","205","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| Agent / 大模型平台价格页 | 输入 / 输出 Token 价、缓存价、订阅、私有化 | 重点补 OpenAI、Anthropic、阿里云百炼、腾讯云、百度千帆、火山、智谱、MiniMax 等 |"
"FOHLSRC-FOHLBASE-019-0076-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","76","76","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L76","4f6f554b3376bd535c38a0e6d5a36474b694baec700610c7fa3ecca2907a3658","139","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 交互模型 | ASR、TTS、LLM、多模态对话、意图理解、用户记忆、权限确认 | 纯聊天、办公、内容生成模型 |"
"FOHLSRC-FOHLBASE-019-0077-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","77","77","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L77","1dd18e3f803f0dd4b1fdbdde99c7f9ce5f5082e1891aae25074bdddef32d7ed5","155","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| Grounding 模型 | 语言到物体、位置、地图、机器人状态和可操作对象的对齐 | 只做图文问答、不连接机器人环境状态 |"
"FOHLSRC-FOHLBASE-019-0078-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","78","78","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L78","a7a1579a4473f44472ab4459cdf85b4fa0c97869b19731e0545b113be02d6111","130","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 任务规划模型 | 指令拆解、工具调用、行为树、异常分支、任务记忆 | 单轮问答或固定流程脚本 |"
"FOHLSRC-FOHLBASE-019-0079-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","79","79","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L79","ece9b20ce51f220f1ace8cd4d850f06c5ca7a96a050e818c283534f23f000326","194","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 动作策略 / VLA 模型 | 视觉语言动作模型、模仿学习策略、强化学习策略、抓取 / 移动 / 操作策略 | 只做路径显示、不输出可执行动作或动作意图 |"
"FOHLSRC-FOHLBASE-019-0081-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","81","81","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L81","9969b096b929b6daa9721c1471130ec4b3215c8378cf504aead9d012b9f84f43","134","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 安全 / 评估模型 | 风险识别、异常检测、接管判断、任务成功率评估、日志审计 | 普通 IT 安全软件 |"
"FOHLSRC-FOHLBASE-019-0089-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","89","89","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L89","4091ae25e236af0b39f3824f9e5bce0db7bfc6f7d8c0e3d8bcfa1ccd0d73a9f4","48","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","这是判断模型产业位置的第一问题。"
"FOHLSRC-FOHLBASE-019-0095-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","95","95","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L95","eaa856839dbcf8c433f6198d611a6b5b02b17d2135163f1792396e9905dde64e","161","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 物体 / 空间 / 指令对齐 | Grounding 模型 | 把自然语言映射到真实世界 | “那个物体”“这里”“过去”能否稳定落到实体 |"
"FOHLSRC-FOHLBASE-019-0096-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","96","96","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L96","9076ee0d80f5cdc747c658ad4b1ff532d82e71d31fc5022d59fc45ad0bf0b7dc","148","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 步骤、工具调用、行为树 | 任务规划模型 | 把用户目标拆成可执行任务 | 是否有异常分支、权限、安全和日志 |"
"FOHLSRC-FOHLBASE-019-0108-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","108","108","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L108","ce0d476b01c94cd7986e965f1615977c497538b87b4b17a3fda8c8e6cd57af7e","127","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 互联网公开数据 | 提供视觉、语言和常识底座 | 价值偏底层,不能直接等同于机器人任务数据 |"
"FOHLSRC-FOHLBASE-019-0114-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","114","114","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L114","fe524df5283ece3f76885415f185ea91beab814f045e158fd26b86364cc160b2","172","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 多模态同步数据 | 视觉、语音、力觉、触觉、关节状态同步 | 是训练高阶具身模型的重要资产,需关注时空同步精度和格式标准 |"
"FOHLSRC-FOHLBASE-019-0126-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","126","126","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L126","91da1aee2b336d8b5454d2089edb93dcd280ecc03f3f96e43ebad1f995cc30e8","561","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","本轮研报给出的数据线索是:具身模型数据正在从“公开图文数据”走向“仿真数据 + 无本体采集 + 真机遥操作 + 部署日志”的金字塔结构;高价值数据不仅要有视觉,还要包含触觉、力觉、关节状态、材料 / 摩擦等物理属性,并解决时空对齐、格式统一和数据权属问题。研报中提到的“真机采集有效数据率、遥操作设备成本、单小时数据成本、仿真数据成本”等数字均需公告或一手资料复核,不能直接外推为行业均值。"
"FOHLSRC-FOHLBASE-019-0136-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","136","136","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L136","ad328f5a8995c9056bc12a2751db7b6c3dcf50a864d328129249cd3f174aa462","110","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| RaaS / 订阅 | 本体厂、运营商、服务机器人厂商 | 月费、续费、利用率、接管成本 |"
"FOHLSRC-FOHLBASE-019-0148-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","148","148","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L148","88ce0103cc00a95af7d1ad59772e0f41bb1870d45eae5db558913fba48a5a078","261","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 高层模型 + 技能库 | PaLM-SayCan、早期具身 LLM / VLM 方案 | LLM / VLM 把任务拆成步骤,再调用已训练好的技能或控制器 | 模型价值在任务规划、自然语言入口和技能选择,不应直接等同于动作模型能力 |"
"FOHLSRC-FOHLBASE-019-0150-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","150","150","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L150","075d32f73f358ce7680837da4d90182f180aa90a2caebd2c7597f0127ac768be","294","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 高层具身推理 + 低层 VLA | Gemini Robotics + Gemini Robotics-ER | Robotics-ER 偏空间理解、任务拆解和机器人函数调用,VLA 偏动作执行 | 这说明业界并不执着于一个模型包打天下;高层 API、端侧 VLA 和本体厂控制栈可能分属不同公司 |"
"FOHLSRC-FOHLBASE-019-0162-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","162","162","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L162","b70a9127e47d5f726b3a2203312a859621d1e14f662050b026bd0ecddf371d94","78","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","-> 语音、文本、图像、深度、力觉、触觉、关节状态、地图"
"FOHLSRC-FOHLBASE-019-0163-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","163","163","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L163","99ab8c3101696320beb192d60ffda0e1e978fcc088a90df078b623d5b0b8bc0b","57","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","-> 感知模型:识别物体、空间、状态、风险"
"FOHLSRC-FOHLBASE-019-0164-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","164","164","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L164","634ece62202f35fe6be320c617a8e386143e39cec02534fce3a6620184142926","60","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","-> 交互模型:理解用户、上下文、权限和意图"
"FOHLSRC-FOHLBASE-019-0165-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","165","165","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L165","ba0154aeb2aa1885bafb2c267efecf85a909b68c4f0ae80720ac95ad9a870ae4","73","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","-> Grounding 模型:把语言和视觉 / 地图 / 机器人状态对齐"
"FOHLSRC-FOHLBASE-019-0166-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","166","166","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L166","24d319719f923c15459da36865f4a91d28fe18d9255d6b1187c19d4caeaed7e2","69","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","-> 任务规划模型:拆解步骤、调用工具、生成行为树"
"FOHLSRC-FOHLBASE-019-0167-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","167","167","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L167","3c35cf18caadf15654aaa7202223ec9a529b2875195f98bfae76d4b66b90996b","61","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","-> 动作策略 / VLA:生成轨迹、动作 token 或策略"
"FOHLSRC-FOHLBASE-019-0168-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","168","168","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L168","fd21ea85f2c3d4d73cb0f5e043e8cccbc36da67554e862e69a30a806e95cc125","63","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","-> 控制系统:运动控制、力控、避障、安全约束"
"FOHLSRC-FOHLBASE-019-0169-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","169","169","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L169","5a055938309a66a27118f67ea7c3f34621c1bdb92e679414a981f4d8d278ad33","66","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","-> 反馈系统:成功、失败、接管、日志、数据回流"
"FOHLSRC-FOHLBASE-019-0180-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","180","180","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L180","f77bbe27ff6f2fd88519fdd58503413cecbc35c147a202c317a2d7b0f418aa13","136","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 控制层 | 动作是否稳定安全 | 运动控制、力控、避障、故障保护 | 多数仍由传统控制和工程系统兜底 |"
"FOHLSRC-FOHLBASE-019-0201-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","201","201","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L201","2f8656f1c7f9100d70d73ae3bd21c0293ecb5d21c3b4e0543e850bc51064745f","511","0","https://research.google/blog/palm-e-an-embodied-multimodal-language-model/","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","SOURCE_SUPPORTED_WITH_SAME_SCOPE","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| [PaLM-E](https://research.google/blog/palm-e-an-embodied-multimodal-language-model/) | Google Research 称 PaLM-E 是 embodied multimodal language model,同时也是 visual-language generalist;其输出主要是文本答案或文本形式的决策序列,执行时还要配合低层 language-to-action policy。 | PaLM-E 适合归入“具身 VLM / 高层规划”,不是完整动作控制模型;它证明视觉语言模型可以迁移到机器人,但低层动作仍需策略或控制器承接。 |"
"FOHLSRC-FOHLBASE-019-0202-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","202","202","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L202","23f30b47e897bcbb48dd6ceb11168f2121d6b91581a8c3a52bb643a6f2a58e13","415","0","https://sites.research.google/palm-saycan;https://say-can.github.io/","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","SOURCE_SUPPORTED_WITH_SAME_SCOPE","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| [PaLM-SayCan](https://sites.research.google/palm-saycan) / [SayCan](https://say-can.github.io/) | PaLM-SayCan 用语言模型拆解自然语言任务,再结合机器人可执行技能完成步骤选择;公开结果披露了技能序列选择和执行成功率。 | 这是“LLM / VLM 做规划 + 已有技能库执行”的早期范式,适合验证任务规划层,不应混同为端到端动作策略。 |"
"FOHLSRC-FOHLBASE-019-0204-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","204","204","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L204","d32193c738b83342223050201bd9c0e408f92d72e265b848b7654b29607006bf","430","0","https://deepmind.google/blog/robocat-a-self-improving-robotic-agent/","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","SOURCE_SUPPORTED_WITH_SAME_SCOPE","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| [RoboCat](https://deepmind.google/blog/robocat-a-self-improving-robotic-agent/) | Google DeepMind 称 RoboCat 能跨不同机械臂、多任务适配,并可自生成训练数据;其基础来自可处理语言、图像和动作的多模态模型 Gato。 | RoboCat 代表“多任务 + 多本体 + 自我改进数据闭环”路线,重点不是 VLM/VLA 名称,而是能否用较少示范适配新任务和新机器人。 |"
"FOHLSRC-FOHLBASE-019-0209-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","209","209","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L209","27bee55978844140f8364d17bb46900fb03aa049b2e8970c5aa525008efdcb73","372","0","https://www.nvidia.com/en-us/ai/cosmos/","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","SOURCE_SUPPORTED_WITH_SAME_SCOPE","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| [NVIDIA Cosmos](https://www.nvidia.com/en-us/ai/cosmos/) | NVIDIA 将 Cosmos 定位为物理 AI 的 world foundation model 平台,说明可作为 VLM 理解场景,也可作为 World Action Models 的主干来加速机器人策略学习。 | 世界模型不是 VLA 本身,但可能成为 VLA / 机器人策略训练、仿真评估和合成数据的基础设施。 |"
"FOHLSRC-FOHLBASE-019-0245-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","245","245","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L245","faf9917669cc7a89cfca3627311270b18f12fb94036d9d4a5660d8df25c6d0ee","392","0","https://sites.research.google/palm-saycan;https://say-can.github.io/","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","SOURCE_SUPPORTED_WITH_SAME_SCOPE","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| [PaLM-SayCan](https://sites.research.google/palm-saycan) / [SayCan](https://say-can.github.io/) | 高层任务规划 + 技能选择 | 用语言模型拆解任务,再结合机器人技能的可行性评分选择下一步 | 这是“LLM 做规划,机器人已有技能执行”的代表,不是端到端 VLA | 技能库数量、任务成功率、商业产品承接、失败恢复机制 |"
"FOHLSRC-FOHLBASE-019-0251-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","251","251","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L251","975c6e09b543af2396b9438e837236feea24a50d81590fb9c1e813c4979e41b1","300","0","https://octo-models.github.io/","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| [Octo](https://octo-models.github.io/) | 开源通用机器人策略 | 基于 Open X-Embodiment 预训练,支持语言指令、目标图像和不同动作空间微调 | 不一定以 VLA 命名,但本质是跨本体、跨任务策略 | 微调成本、支持本体范围、真实部署成功率 |"
"FOHLSRC-FOHLBASE-019-0276-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","276","276","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L276","3eac197b4f23807b4d6cbb4a00327321795fc771bdda33c6fb680b6239e053da","137","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 宇树科技 | 本体厂 + 运动控制 / 开发者生态 | 是否有明确 VLA / 任务模型,开发平台和第三方生态规模 |"
"FOHLSRC-FOHLBASE-019-0284-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","284","284","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L284","09f873d17ae1627a45b384b251ead54dff86110d9f507ea9325b530f9069649c","193","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| API / 模型服务 | Google、OpenAI、国内大模型厂商 | 按 Token、Batch、Priority、企业版、Grounding 增值 | 机器人任务调用量、单任务 Token 成本、延迟、SLA |"
"FOHLSRC-FOHLBASE-019-0288-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","288","288","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L288","0fcb24cacc3e7a75598d482da597d395ecb60b6c0f1b3881ac44519075224c0b","187","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 数据资产 | 本体厂、数据采集公司、遥操作平台 | 数据采集、标注、数据集授权、数据闭环服务 | 数据小时量、有效数据率、权属、复用率 |"
"FOHLSRC-FOHLBASE-019-0295-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","295","295","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L295","65f2a4c65bd1d70bc680bd2aad187f96db995aafe64435e3fbdf9f756a03215f","38","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","+ 运维 / 云服务 / 模型服务费"
"FOHLSRC-FOHLBASE-019-0297-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","297","297","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L297","9df2b7517129cc95f1d51bbc97a8628818bf80d4101a619776bdd834751a7f8e","15","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","单任务成本"
"FOHLSRC-FOHLBASE-019-0345-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","345","345","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L345","b5a850ece783449a8c974a9afdf96f1fad22ddb4bc912ebec40ea72c42806632","193","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 端云混合 | 云端处理复杂理解,端侧处理低延迟控制 | 能力和成本较平衡 | 网络、隐私、云成本、离线能力 | 家庭、服务和人形机器人常见方向 |"
"FOHLSRC-FOHLBASE-019-0346-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","346","346","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L346","9c1b1ad6fb10f06a0cd8866d5e6e8eb499cb47c7571eb3f491c3f8ca0fda9d47","333","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| Agent / 工作流执行 | 大模型负责任务拆解、工具调用、权限确认、流程编排和结果验证 | 能把交互模型从“回答”推进到“执行任务” | 高权限操作、安全审计、长链路错误累积和系统集成复杂 | 适合补强机器人任务规划层,不能直接等同于动作控制 |"
"FOHLSRC-FOHLBASE-019-0348-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","348","348","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L348","9dcf4aabc2481737f9de6961632cb84903092887d1e5299bd0aca09af6c86c61","286","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 数据金字塔 + 多源融合 | 公开数据、仿真数据、无本体采集、真机遥操作和部署日志融合 | 比单一真机采集更可扩展 | 数据格式、坐标系、时序同步、质量标准难统一 | 是具身数据公司和本体厂都在争夺的基础设施 |"
"FOHLSRC-FOHLBASE-019-0378-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","378","378","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L378","2af462253fd6d4d845eb7bf6565528d4bd8d106a93bf94c3d49d94c08ae29850","203","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 动作策略 / VLA | 模仿学习、强化学习、动作 token、轨迹生成 | 本体溢价、模型授权、RaaS | 真实机器人数据和控制闭环 | 部署规模、泛化任务数、安全性 |"
"FOHLSRC-FOHLBASE-019-0382-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","382","382","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L382","688c5a4ad8710fe2c7049d0ec2768de335ce00ddf812a549cbbb9b9af055da07","203","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 安全 / 评估模型 | 异常检测、风险评估、接管判断、日志审计 | 平台打包、企业版、合规服务 | 大规模部署必要门槛 | 接管率、事故率、SLA 和责任边界 |"
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"FOHLSRC-FOHLBASE-019-0441-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","441","441","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L441","137b7570ea3b898d113b8f94b83c99838a0f3135eee3fe2968e29d1bf209021a","139","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 模型层级 | 感知、交互、Grounding、规划、动作、世界模型、安全评估 | 先判断公司到底在哪一层有能力 |"
"FOHLSRC-FOHLBASE-019-0442-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","442","442","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L442","833a5586311f42e419a1e77d95e7e651b5882e3d3f1f919ef7f3d4680b8bf79e","136","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 技术类型 | LLM、VLM、VLA、模仿学习、强化学习、规则规划、行为树 | 避免把不同模型混成“大模型” |"
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"FOHLSRC-FOHLBASE-019-0466-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","466","466","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L466","88e78dbf3f01008ed2ea1c73d32c3f8bcb21764875399abc9c257870e897af7d","76","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 待验证 | 未披露、待验证、不能外推、不适用要写清楚 |"
"FOHLSRC-FOHLBASE-019-0475-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","475","475","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L475","620099469bef9ab86a89821e28139a77c189d87fad5315f26650a09fd790dafe","111","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 输入 / 输出 / 缓存 Token 价格 | 待补 | 判断云端交互、规划、仿真和 Agent 调用成本 |"
"FOHLSRC-FOHLBASE-019-0476-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","476","476","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L476","e9612cc7124cb279143fe3e1be5ac29665f8df340ac11cc5135ef6208f34a5a9","119","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 单任务 Token 消耗 / 成本 | 待补 | Agent 会放大长链路调用,必须看每完成一次任务的成本 |"
"FOHLSRC-FOHLBASE-019-0477-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","477","477","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L477","e96b867e3012f3e70d3eac426388dc797ebc268ed0c5acce3f212f691a5e19df","109","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 模型服务可用性 / SLA | 待补 | 机器人任务不能只看模型能力,还要看服务稳定性 |"
"FOHLSRC-FOHLBASE-019-0478-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","478","478","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L478","dae5839759d86fb0c95e85858c3c24007f944c09ba6b4d1e75c4c800e9994ce2","79","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 部署机器人台数 | 部分公司可补 | 判断模型是否真实落地 |"
"FOHLSRC-FOHLBASE-019-0479-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","479","479","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L479","82e1b3699b94c878dc7e19eb8ff7edda7c8c60aad3e19947f3f3d77ed81f9b22","70","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 任务成功率 | 多数缺失 | 判断模型是否有商业价值 |"
"FOHLSRC-FOHLBASE-019-0480-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","480","480","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L480","955f2015e2a0e6ed98a9ae20bd516b2811ce21c25ca5a38157691054a5b77265","73","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 远程接管率 | 多数缺失 | 判断失败成本和自动化水平 |"
"FOHLSRC-FOHLBASE-019-0482-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","482","482","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L482","c2e35a03474ad25aee7878eec0ddc66fad372518210f28cb80faaae174c87381","106","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 有效数据率 | 待补 | 判断采集效率和真实数据成本,本轮研报有线索但需复核 |"
"FOHLSRC-FOHLBASE-019-0483-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","483","483","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L483","ae8d518536efd8eaf0f59fea66b3adb6c89cef5cb56056fda20e448b56408d31","100","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 单小时 / 单条数据成本 | 待补 | 判断数据公司和本体厂的数据闭环经济性 |"
"FOHLSRC-FOHLBASE-019-0484-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","484","484","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L484","d778771c9920aa4e36a775855e5d1f61c0e9b803fb5b9fc627ba847e5d9c3f6c","91","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 数据格式和标准 | 待补 | 判断数据能否跨机器人本体、跨场景复用 |"
"FOHLSRC-FOHLBASE-019-0487-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","487","487","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L487","10d6cf219ee6085c7e808e84d66aeb4b8a4c0134b8a1b126575d73c30a6612e4","125","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 支持机器人本体数 | 待补 | 判断 VLA / 通用策略是否真正跨本体泛化,而不是只适配单一硬件 |"
"FOHLSRC-FOHLBASE-019-0488-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","488","488","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L488","05d81e6c5681ef0d47a0d8c990ce1efb956daec12712a01a4133a4b95e8c0454","136","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 支持动作空间 | 待补 | 判断是否支持末端位姿、关节角、夹爪、全身控制、移动底盘等不同控制对象 |"
"FOHLSRC-FOHLBASE-019-0490-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","490","490","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L490","ebc5418c962a5d1010ad879c5b53ad06686ea5b7c538b615390ecf62af903ac9","76","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 端侧算力配置 | 部分可补 | 判断成本、延迟和离线能力 |"
"FOHLSRC-FOHLBASE-019-0492-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","492","492","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L492","6ccfd025e8292628dfe2bde7d496c142b4ca11a599b512a6ea0e5f1aca7ffe52","94","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 云端 / 端侧部署方式 | 待补 | 判断隐私、延迟、离线能力和单台成本 |"
"FOHLSRC-FOHLBASE-019-0493-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","493","493","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L493","838290c4678bf3de97092d55ae5189d5c255b776ed1f369846775e1effbf3aff","84","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 模型微调成本 | 待补 | 判断第三方本体厂使用 VLA 的实际门槛 |"
"FOHLSRC-FOHLBASE-019-0494-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","494","494","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L494","d37627499c25a522038afa619ec2843c841f0997d16a0d43c7a175a9b7ad6869","108","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 高权限操作审计 | 待补 | Agent / 机器人执行涉及系统权限、设备权限和安全责任 |"
"FOHLSRC-FOHLBASE-019-0495-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","495","495","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L495","6311ad5d2e5ac177fc0c1741c775169008d85d0edcbbd0121cf26043c8325f99","85","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 仿真迁移效果 | 待补 | 判断世界模型 / 仿真平台是否真正降本 |"
"FOHLSRC-FOHLBASE-019-0499-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","499","499","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L499","a6a25ed0b5fdf4bbe052508c08365225e10e7be4985f9801155f500355ef280c","64","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 模型更新频率 | 待补 | 判断数据闭环是否真实 |"
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"FOHLSRC-FOHLBASE-019-0508-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","508","508","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L508","a4ab7a7d9285e05dd915238ebd82dca4ad526dbd470d36c546ecdb5ffb1beedf","127","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 世界模型是否参与闭环仿真、策略训练或安全评估 | 区分“生成视频”与“机器人训练工具” |"
"FOHLSRC-FOHLBASE-019-0510-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","510","510","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L510","08c03679ace56f6baa60393ca3f6f17ee448fe10dd774fc05a42ca5478128dd3","130","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 数据是公开数据、仿真数据、无本体采集、真机遥操作还是部署日志 | 判断数据质量和可复用性 |"
"FOHLSRC-FOHLBASE-019-0515-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","515","515","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L515","f71f2c140bfe914fd98c60a4de2c4e0a837f8b84b306afe20b4fcc88e4253071","85","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 任务成功率、接管率、运行时长是否披露 | 判断真实部署质量 |"
"FOHLSRC-FOHLBASE-019-0516-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","516","516","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L516","e69e6f8acb20b1eeca16995dbddf3153c07c519fd1f4e460471cdffbba7e5e65","82","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 高层模型和底层控制如何分工 | 判断安全边界和工程可行性 |"
"FOHLSRC-FOHLBASE-019-0518-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","518","518","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L518","f710c9a8cecf5493d20b629380e39db7ee5b74f7c9fc56c18c2d93664d166585","73","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 是否能端侧部署或端云协同 | 判断延迟、隐私和成本 |"
"FOHLSRC-FOHLBASE-019-0521-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","521","521","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L521","664571fc0d8f507db6fb03bdfaa8bb0e9a1bd27753fb90e91d700363c6b0a0db","127","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 动作 / 任务应用平台是否有真实开发者、下载、付费和复购 | 判断生态是不是停留在展示阶段 |"
"FOHLSRC-FOHLBASE-019-0535-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","535","535","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L535","946edd51a687f0ec38eca36f9cb7cc4dc2e5a0a1f57c90239947a2a5e415c30b","94","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 现有软件与智能系统专题文档 | 用于建立模型分层和产业链位置 | 中 |"
"FOHLSRC-FOHLBASE-019-0536-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","536","536","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L536","d56e79f2c9a2402b6666c40b37db2a461d5ef53f3dc9ce74dd3dceb0bd3e5b00","101","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 视觉 AI 软件与交互大模型专题 | 用于拆分感知、交互和任务编排边界 | 中 |"
"FOHLSRC-FOHLBASE-019-0537-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md","b6f5f33d58441d1aba35891343e32fa6b0aa9b2d29b1ec35b15302908cadb860","537","537","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人模型与模型协同_详细介绍.md#L537","7e2ec2ac00fae9e53861e2927b10e168cfcd6dbcb97ea99cda5e4a5f24a1793c","91","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 公司档案已有线索 | 用于玩家映射,尚不作为确定性结论 | 低到中 |"
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"FOHLSRC-FOHLBASE-020-0062-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","62","62","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L62","894afc8cadc9e920638041156d98fbb4e8317ae33d12a8f947e5e2b59fefef0e","289","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","机器人软件市场不能简单等同于“AI 大模型市场”。更合适的拆法是按部署场景和收费方式拆:工业编程仿真、机器视觉软件、AMR 调度、服务机器人云平台、人形 / 具身智能软件、数据仿真平台、远程运维与安全合规。"
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"FOHLSRC-FOHLBASE-020-0104-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","104","104","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L104","d5b3b595a8f0d18148bcf75e782693e76047f19c1009ec4de45095b73563caf1","173","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| API / SDK | 调用费、开发者服务、生态分成 | 大模型、开发平台、仿真、视觉 SDK | 扩展性强 | 机器人真实调用量和付费意愿需验证 |"
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"FOHLSRC-FOHLBASE-020-0128-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","128","128","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L128","d953187e9ba84a3e0382b91f8f9148a44f827cf60b608458d712550197630064","76","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 授权价 | 单套软件、单席位、单项目授权价格 | 中到高 |"
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"FOHLSRC-FOHLBASE-020-0163-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","163","163","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L163","19b8207a795ecfda93c5c5eb2ba865517a4547dc9546519e0fbc7ead0741538c","125","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 大模型与 AI 平台 | OpenAI、Google DeepMind、NVIDIA、Microsoft、百度、阿里、腾讯、字节、科大讯飞 |"
"FOHLSRC-FOHLBASE-020-0164-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","164","164","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L164","4c7bfaabc8891fcc7c48958b23ba475e7abb389ec6b8318e7cf3b824ce8debe8","154","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| AMR / 调度与运维 | 海康机器人、极智嘉、快仓、灵动科技、优艾智合、仙工智能等候选,后续需补公司档案和资料 |"
"FOHLSRC-FOHLBASE-020-0186-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","186","186","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L186","49251e63a40f339c4d31ad5b5d64bf5401f7c32ecbbd8d3ba266bc2075e37b8b","79","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 缺少远程接管率和运维成本 | 难以判断 RaaS 单位经济模型 |"
"FOHLSRC-FOHLBASE-020-0194-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md","21a0fc416fd20ab887be6d424198e1cd59c13b94b5996c566853c0f7a8bb39d2","194","194","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_市场分析.md#L194","6b291cfb611926d48e995ea867ed0dc8212313ecead54786d19018b5dd794b19","100","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 工业机器人软件和仿真平台产品资料 | 高 | 建立成熟软件对标价格和功能 |"
"FOHLSRC-FOHLBASE-021-0078-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","78","78","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L78","815aaf3ad8e909e9fbbd38f276d861d13acb35d462966a9a9bfcb83e3e895e21","123","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 平台工具 | OS、中间件、SDK、仿真平台、开发平台、调度平台 | 纯内部工具且无产品化线索 |"
"FOHLSRC-FOHLBASE-021-0079-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","79","79","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L79","f16d0936da0fe4585995db18b7bed3fda9b9943980ed52ebb97360f2233ead7d","119","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 运维安全 | 远程监控、远程接管、设备管理、日志、权限、安全策略 | 普通 IT 运维软件 |"
"FOHLSRC-FOHLBASE-021-0087-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","87","87","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L87","b509a5db317640cd2c81b589481eebb963b3ec5be0c5ad39ca0d5803cac96020","190","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 传统控制 + 规则规划 | 工业机器人编程、路径规划、PLC / 运动控制、确定性控制 | 稳定、可验证、适合工业场景 | 泛化弱,开发和调试成本高 |"
"FOHLSRC-FOHLBASE-021-0089-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","89","89","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L89","c6ec6cd458a7e03dbe60325be48d2caa4224a2eb17f44a757e9d1b7799634bc8","202","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 遥操作 + 模仿学习 | 通过人类操作采集数据,训练机器人动作策略 | 能快速积累真实任务数据 | 需要大量高质量数据,远程人力成本和数据效率要验证 |"
"FOHLSRC-FOHLBASE-021-0092-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","92","92","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L92","79e3ac06ff9e1762f1b8fce2c6194e47316953313baaf174d71ba16b06a14c05","181","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 云端大模型 + 端侧小模型 | 复杂理解在云端,低延迟控制在端侧 | 兼顾能力与成本 | 延迟、隐私、网络稳定性和端侧算力成本需要平衡 |"
"FOHLSRC-FOHLBASE-021-0098-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","98","98","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L98","bc00a15df3df5acea0f9ce66ef267a047b4ab6ccd72c70e717e2cc964d258abf","490","0","../../../../raw/existing_research/机器人模型与模型协同产业链梳理结果.md;../../../../raw/existing_research/机器人模型与模型协同市场梳理结果.md","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","SOURCE_SUPPORTED_WITH_SAME_SCOPE","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","第一轮框架已沉淀到 [机器人模型与模型协同产业链梳理结果](../../../../raw/existing_research/机器人模型与模型协同产业链梳理结果.md) 和 [机器人模型与模型协同市场梳理结果](../../../../raw/existing_research/机器人模型与模型协同市场梳理结果.md)。后续新增资料应优先回填模型分层、玩家横向对比、部署台数、任务成功率、接管率、单台软件费、API / 授权价格和数据闭环字段。"
"FOHLSRC-FOHLBASE-021-0125-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","125","125","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L125","53ec04dd8f89c2f779d0c5323ebfea57e1dfb048d80ed7912620d066f92d8ddb","187","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 具身模型 / 任务规划 | VLA、任务分解、动作策略、记忆、工具调用 | API、授权、订阅、本体打包 | 是否有真实部署、任务成功率和成本口径 |"
"FOHLSRC-FOHLBASE-021-0129-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","129","129","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L129","211d69535f2ee792388580a008e196094cf7cb0586dca0b84a383b730e3af325","157","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 安全与合规 | 权限、日志、故障保护、隐私、安全策略 | 通常打包在平台或项目中 | 是否成为大规模部署的必要门槛 |"
"FOHLSRC-FOHLBASE-021-0136-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","136","136","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L136","790dffd574ee0abbbfc0509156b162309acfbe8ae6f86bf92139b853f6b67af3","131","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| AMR / 仓储物流 | 调度系统、路径规划、WMS / MES 对接、群控运维 | 真实收费和复购证据更容易验证 |"
"FOHLSRC-FOHLBASE-021-0140-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","140","140","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L140","a2a314533061c18e18948fabf44ca2d79047a72c2d4950bc4a1c1ab37ba42484","154","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 医疗 / 康复 / 特种机器人 | 安全、合规、精确控制、远程操作、数据记录 | 软件重要性高,但监管和认证周期更长 |"
"FOHLSRC-FOHLBASE-021-0149-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","149","149","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L149","916cf3c80d7fc3c03c08fb26eda415badb10a715b5de86f0e237ed8b6e434c17","184","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 数据与遥操作 | 数据服务、训练平台、本体自用、远程接管 | 掌握真实任务数据者强 | 遥操作人员、采集设备、数据清洗、标注 | 低到中 |"
"FOHLSRC-FOHLBASE-021-0150-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","150","150","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L150","983bbae7bc12d78a256a6f2c32e2a8203a7ca06d7ad2246785450fd4c7b041c2","169","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 仿真与开发平台 | 授权、订阅、开发者服务、生态绑定 | 与算力和硬件生态绑定后增强 | 软件研发、物理引擎、内容资产 | 中 |"
"FOHLSRC-FOHLBASE-021-0151-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","151","151","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L151","24d158878c014863032827387bb2c754004d87972e8a2b6dace2cf0d3f4929c2","154","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 运动规划与控制 | 本体打包、控制器打包、项目授权 | 与硬件深度耦合者强 | 算法研发、测试验证、适配成本 | 中 |"
"FOHLSRC-FOHLBASE-021-0167-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","167","167","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L167","d8bcdf58db02ee4f5406a46f973f17405bf75f996ff82719cac950b5b1f29c90","193","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 数据 / 仿真 / 遥操作 | 本体厂自建平台、仿真工具链、数据采集公司、远程运维平台 | 数据来源、数据规模、标注成本、任务成功率和可复用性 |"
"FOHLSRC-FOHLBASE-021-0183-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","183","183","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L183","e5fa2f739d692f5bc143e42b59676a5c0713473d88a15ace93d77c86d1c47c3f","109","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 软件授权 | 工业编程、仿真、控制、调度软件授权 | 授权价格、席位数、续费率 |"
"FOHLSRC-FOHLBASE-021-0186-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","186","186","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L186","6a84e3ae8a8a80cdb48f3a142d5e84b458e3d8e46a568a9f9d51144fc4ea7a59","116","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| RaaS / 结果收费 | 按任务、按小时、按产出收费 | 任务完成率、远程人力成本、利用率 |"
"FOHLSRC-FOHLBASE-021-0196-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","196","196","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L196","b25ea4c80403cc9246a5d8e209832fecab140221743b19f1cbd95f93b9e58d0d","80","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 软件产品手册 / SDK 文档 | 确认产品边界、接口和生态能力 |"
"FOHLSRC-FOHLBASE-021-0200-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","200","200","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L200","f8bcd43fcfd3dc421245a3192c1f70773e7e43116a993f0f468cb43d32ae7b5e","67","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 研发投入和团队背景 | 判断软件能力是否可持续 |"
"FOHLSRC-FOHLBASE-021-0202-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md","64390853bbf222466e39773d852af02d0ea21169384f419b95ab4f0643e9c4f9","202","202","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/机器人软件与智能系统_详细介绍.md#L202","ac476643d127df1e093a486f85b6befc94c946c2bfe3bba50218299a1a6d27fe","58","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 算力和远程运维成本 | 判断单位经济模型 |"
"FOHLSRC-FOHLBASE-022-0068-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","68","68","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L68","db447fca8564e30e965b62cfbff57a2498991a63ac5e3cf8e7a48f91b8ba88c3","208","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","减速器市场不能用一个总规模概括,要拆成工业机器人基本盘、协作机器人渗透、人形机器人增量、医疗/特种机器人高端小批量、通用自动化精密传动几类。"
"FOHLSRC-FOHLBASE-022-0072-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","72","72","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L72","b59b737b59ed2aa19dcaf36150091104b2501d2e260fec512eed07a2027d388d","112","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 工业机器人 | 高 | 中 | RV + 谐波 | 纳博特斯克、双环/环动、秦川、南高齿、绿的等 |"
"FOHLSRC-FOHLBASE-022-0073-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","73","73","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L73","6e4d40e4ea18fe1df776ff74a6372746a9d9e4bda600958e7fd845280019c553","121","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 协作机器人 | 中高 | 中 | 谐波、精密行星、关节模组 | 绿的、中大、丰立、瑞迪、双环等 |"
"FOHLSRC-FOHLBASE-022-0074-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","74","74","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L74","18dce46e4da14c1533ffd00864cb2e38acc3f0d6bf1ddfab0a4d6b55e8d53632","138","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 人形机器人 | 中低 | 高 | 上肢谐波,下肢行星/摆线/局部 RV | 绿的、双环、中大、豪能、精锻、科盟等 |"
"FOHLSRC-FOHLBASE-022-0075-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","75","75","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L75","018e75db60df3b864b19b284c4b0a2f31b44080ab749a37966e7f802766352e8","119","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 医疗/特种机器人 | 中 | 中 | 小型高精密谐波、行星 | 绿的、海外高端厂商、精密传动厂 |"
"FOHLSRC-FOHLBASE-022-0076-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","76","76","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L76","6d0a05bc3606696764bce640a7d53e4f254ebca631c4ec68650510ff239897b6","120","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 通用自动化 | 高 | 中低 | 行星、RV、谐波、通用减速机 | 国茂、新宝、纽氏达特、科峰等 |"
"FOHLSRC-FOHLBASE-022-0091-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","91","91","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L91","abd9beb1a0df60941d98ea9c39129df178cb50fe7aea5b6981ae1744e737ce4f","102","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 通用自动化 | 行星、RV、谐波 | 成熟 | 自动化投资 | 中 | 交期、价格和渠道 |"
"FOHLSRC-FOHLBASE-022-0099-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","99","99","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L99","17d340a658da51bd7d9c7b10657b643d34507c3ef1be6fae915e83e6e3873e2c","57","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","本轮资料中出现多个口径,需要并列表达:"
"FOHLSRC-FOHLBASE-022-0109-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","109","109","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L109","94e7de1b169348e606d2583f2848f5dc55da478dc2b6cbba3b6e8cde14ffdcda","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","更稳妥的测算框架:"
"FOHLSRC-FOHLBASE-022-0120-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","120","120","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L120","7995a0789bab8836b344dbdeccd6c09c1ef6260bbbd54056c8e7ae17d010e2ec","42","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","人形机器人部分建议用情景法:"
"FOHLSRC-FOHLBASE-022-0143-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","143","143","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L143","e442cc694d0de38a66d7bd16e93ee1bca7300607a73216f4c34ae91a779f0c52","155","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 寿命/更换周期 | 研报强调谐波柔轮寿命、行星效率、摆线抗冲击等差异,但缺产品级寿命数据 | 必须列为验证问题 |"
"FOHLSRC-FOHLBASE-022-0157-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","157","157","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L157","494222acf6ad49c5c24f32e037a9d642a65dfb23afb768d69b4b1035bba5ef0d","39","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","后续价格和寿命资料应分层:"
"FOHLSRC-FOHLBASE-022-0161-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","161","161","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L161","cbd50b314cf5d713b7c50bff5c363dd4373a56f8a619030fee58b6db139ad510","118","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 产品手册 | 型号参数、减速比、回差、额定扭矩、部分寿命 | 不能说明真实批量成交价 |"
"FOHLSRC-FOHLBASE-022-0216-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","216","216","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L216","934a1d24f85fa1253e390b56f8575843d52f32020dc765dfdbc3684bdd245079","139","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 量的增量 | 协作机器人渗透 | 协作机器人 | 谐波、行星、关节模组 | 绿的、中大、丰立、瑞迪 | 中 | 中 |"
"FOHLSRC-FOHLBASE-022-0218-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","218","218","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L218","ca2be2c1066ab00119abcd373184ff16c8c878b68f799354acb58c223506e356","184","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 路线增量 | 人形下肢和腰部路线分化 | 人形机器人、机器狗、外骨骼 | 行星、摆线、局部 RV | 豪能、精锻、双环、中大、科盟 | 低中 | 高 |"
"FOHLSRC-FOHLBASE-022-0240-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","240","240","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L240","1338841880e21a79e1d93132905a6428d6f55afd87bce5c47654519a3e12ddde","139","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 研报转换低置信 | `reducer` 批次全部标记 `low_confidence` | 重要数据需年报、公告、招股书或原始报告复核 |"
"FOHLSRC-FOHLBASE-022-0245-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md","4ae88f5c282b6ea078209e160e9a8a4ad07ceb1201cc059aba7e993edd808fda","245","245","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_市场分析.md#L245","1a75bfb2b0a03a45e940266f7f4707e52dd74869390e29aeb4044c1f74f67e01","125","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 汽车业务外推风险 | 汽车齿轮/差速器规模不等于机器人减速器规模 | 只能作为制造能力线索 |"
"FOHLSRC-FOHLBASE-023-0072-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","72","72","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L72","1ae49ab2c130aee5bf5a78cd6eb706f4e3b84451c12409b251e5f1ff5c3a99c3","131","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","- 年报、公告、交易所披露为高置信;若本文只通过研报转述看到,则写为“研报引用公告口径”。"
"FOHLSRC-FOHLBASE-023-0083-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","83","83","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L83","f81d297c4d0b053893f9bbaafdf9b359cbd7d9de14676e2bb9918221c7b71317","75","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","减速器不能只按“公司名单”分析,必须先按路线拆开:"
"FOHLSRC-FOHLBASE-023-0088-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","88","88","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L88","70a999357c6d8a6ecced8b7d466332f2572870085ec96473cebc9fbf0e984e29","173","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| RV 减速器 | 工业机器人重载关节,部分人形高负载关节 | 工业机器人基本盘强,人形应用要谨慎外推,双环/环动是国内平台重点 |"
"FOHLSRC-FOHLBASE-023-0090-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","90","90","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L90","a66e5616b674154b79592c40e9bb4389b1ed36d3129c27f745bbf49d8239cbf1","149","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 摆线/新型摆线 | 腰、髋、下肢、机器狗、外骨骼 | 可能成为高负载紧凑关节补充路线,当前仍按早期路线观察 |"
"FOHLSRC-FOHLBASE-023-0093-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","93","93","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L93","4f8f4cd5031c1be2e2211e53dfab70466793b12699a48588ee8c44120f88d86f","39","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","当前公司层级需要明显区分:"
"FOHLSRC-FOHLBASE-023-0115-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","115","115","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L115","a4630b88476245c76d13280dd968dcd5e9dac425d1a4aeddc6a7f991335af85a","142","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 通用工业减速机 | 部分纳入 | 蜗轮、斜齿、普通行星等 | 通用自动化 | 成熟 | 只作为制造底盘和渠道线索 |"
"FOHLSRC-FOHLBASE-023-0121-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","121","121","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L121","b8fb0586bc1c2b5a3d9b979119568d386c7a34ac143e13dd113d32d7998e01f9","107","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","- 有通用行星减速机,不等于能做人形机器人低回差、高寿命、轻量化精密行星。"
"FOHLSRC-FOHLBASE-023-0132-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","132","132","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L132","0a941b8ac77e31ad97c7b22be234397f146e94aba1d5a8a95d3a789593b6134b","350","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| RV 减速器 | 一级渐开线行星 + 二级摆线针轮 | 高刚性、高承载、高抗冲击、精度保持好 | 体积重量大、结构复杂、制造成本高 | 工业机器人高,人形局部待验证 | 纳博特斯克、双环/环动、中大力德、秦川、南高齿等 | 工业机器人基本盘强,人形应用不宜过度外推 |"
"FOHLSRC-FOHLBASE-023-0133-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","133","133","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L133","c96c2235ce5cc0540031ea598ab282f33b5a3a92b682ff30c4dec79b8cbe27d7","334","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 精密行星减速器 | 太阳轮、行星轮、内齿圈啮合 | 传动效率高、结构紧凑、成本潜力好 | 单级减速比小,高端低回差、噪声和寿命一致性要求高 | 中高 | 新宝、科峰、纽氏达特、国茂、中大、豪能、精锻、双环等 | 下肢、准直驱和成本路线的重要候选 |"
"FOHLSRC-FOHLBASE-023-0137-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","137","137","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L137","3cbabd0b03f179f405790273a309bdfa71e951b1d38637c808c3824254d1c97a","78","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","人形机器人关节选型目前尚未完全收敛,较稳妥的判断是:"
"FOHLSRC-FOHLBASE-023-0143-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","143","143","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L143","8cdfaac106e2151f6eb96b60bf702118fb3732a116a93e531dbe08f1cd8831c0","152","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 准直驱/低传动比方案 | 精密行星或低减速比结构 | 力控带宽、抗冲击、成本潜力 | 低回差、噪声、热管理和寿命 |"
"FOHLSRC-FOHLBASE-023-0145-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","145","145","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L145","4a203559bf9f724b8f3b82fe29b41102a121c366e4979fd4cebe9679a89ef0b4","106","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 协作机器人 | 谐波、行星 | 轻量化、安全性、低噪声 | 价格下降、批量一致性 |"
"FOHLSRC-FOHLBASE-023-0146-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","146","146","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L146","10f716da8806f892c220d1510e214c202d0101918a604b516f340c2a9467207b","143","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 灵巧手 | 微型谐波、行星、连杆/绳驱等 | 体积极小,成本和自由度约束强 | 是否使用减速器以及数量差异 |"
"FOHLSRC-FOHLBASE-023-0153-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","153","153","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L153","297ea6609b4557f800771370c49eaf7d51947a8e51e697b261cc1eae4bde7908","53","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","材料 / 特钢 / 轴承钢 / PEEK 等轻量化材料"
"FOHLSRC-FOHLBASE-023-0154-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","154","154","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L154","2436c1564cd8a7195b60a463b54a75f9548007798067c05bd46c48352517474b","75","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","-> 柔轮 / 刚轮 / 齿轮 / 摆线轮 / 轴承 / 保持架 / 润滑密封"
"FOHLSRC-FOHLBASE-023-0155-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","155","155","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L155","cdb2924e6f956a70331b5323e2f28f7db3d99e1b9a870b8fb256650a048921aa","72","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","-> 精密加工 / 热处理 / 磨削 / 滚齿 / 插齿 / 修形 / 检测"
"FOHLSRC-FOHLBASE-023-0156-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","156","156","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L156","ddf0007308fc4f1f0740ccaa07930836f77c69a4547052f1c21f3562075d931d","53","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","-> 谐波 / RV / 精密行星 / 摆线减速器本体"
"FOHLSRC-FOHLBASE-023-0157-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","157","157","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L157","f2dae3ac3be5d44728db7fd33036f48bf970526ba1f1214f0bf6d69aa4814a14","63","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","-> 旋转执行器 / 关节模组 / 线性执行器前级传动"
"FOHLSRC-FOHLBASE-023-0158-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","158","158","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L158","6a87ccb3b05ff68c4644f0e6263e8eb1b3e3e7dd6701ecedc1d84a293a45eb27","90","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","-> 工业机器人 / 协作机器人 / 人形机器人 / 医疗机器人 / 特种机器人"
"FOHLSRC-FOHLBASE-023-0161-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","161","161","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L161","f4e539b2f1654ef8a5ed87638d12924f87cee6a38e930b456599ac77daa7226e","225","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","减速器位于电机之后、负载之前。电机通常适合高速低扭矩输出,而机器人关节需要低速、高扭矩、高精度、低回差和可控响应。减速器把电机输出转化为关节所需运动。"
"FOHLSRC-FOHLBASE-023-0201-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","201","201","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L201","abd9beb1a0df60941d98ea9c39129df178cb50fe7aea5b6981ae1744e737ce4f","102","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 通用自动化 | 行星、RV、谐波 | 成熟 | 自动化投资 | 中 | 交期、价格和渠道 |"
"FOHLSRC-FOHLBASE-023-0302-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md","d7fef3f9d0a3249bac510f5d4c763bb455cf61702565bdadc39bdd63f66e5667","302","302","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/减速器_详细介绍.md#L302","0b41d0d0c59ff0a11a96fcfa918df54231323a487b9c6b9d7660ff8840a51c2f","163","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 人形机器人下肢路线分化 | 精密行星、摆线、局部 RV | 豪能、精锻、中大、双环、科盟等 | 路线未收敛,按早期验证处理 |"
"FOHLSRC-FOHLBASE-024-0072-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","72","72","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L72","4602e16c353c18411db4028403bce36392e4404a8959be5976dc13b8e4dbfe42","172","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 工业/协作机器人力控 | 中高 | 中 | 末端六维力、三维力、力控模块、应用包 | ATI、Robotiq、OnRobot、宇立、坤维、鑫精诚、柯力等 |"
"FOHLSRC-FOHLBASE-024-0073-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","73","73","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L73","beaeb9e3b2ab359ca74d3c43d47ed91dadbedc2652f5e8f8be9cb8f136b83629","171","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 人形机器人腕踝力觉 | 中低 | 高 | 六维力/力矩传感器、数字力觉模块 | 柯力、蓝点、坤维、宇立、安培龙、中鼎/星汇、凌云等 |"
"FOHLSRC-FOHLBASE-024-0074-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","74","74","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L74","490818ecc7004df52d55af6214265d7bbd854ff0b184147ff7effc50b9e7b66d","161","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 灵巧手微型力觉 | 低 | 高 | 指端力、微型六维力、薄膜/MEMS/柔性触觉 | MinebeaMitsumi、ForceN、Resense、汉威/能斯达、敏芯等 |"
"FOHLSRC-FOHLBASE-024-0075-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","75","75","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L75","8d5a539ade849992b16cbfb9ab9c76728d7d3afbb5bd35ddf6b0c926b83f3ffc","142","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 汽车/科研/测试测量 | 高 | 中 | 多维力、力矩、测力平台、仪器系统 | ATI、Kistler、HBK、VPG、东华、宇立等 |"
"FOHLSRC-FOHLBASE-024-0099-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","99","99","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L99","85e9e40cc47bd360662757947663d32230be5110018da36aaa8cb0edccefb796","85","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","MIR 口径下,中国六维力传感器市场正在从小规模走向快速扩容:"
"FOHLSRC-FOHLBASE-024-0106-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","106","106","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L106","259ae3c533ad9dc37df4c14d11db79eb60c367eb01f2629b47ae8b881e50c748","102","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","该组数据属于第三方市场调研口径,适合做方向性判断,不应当作确定事实。"
"FOHLSRC-FOHLBASE-024-0145-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","145","145","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L145","f9e3f366c469bae16bd0c1255d52d8a03388a5c99dd1327772bde549b10022e3","99","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","结论:单机用量不能给单一固定值,应按低配、中配、高配三种情景测算。"
"FOHLSRC-FOHLBASE-024-0159-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","159","159","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L159","7031d0c8209fbaeb111ce434b18205e1edcd8316c364c649cd504bfb51d00ede","27","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","价格口径必须分层:"
"FOHLSRC-FOHLBASE-024-0197-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","197","197","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L197","59d49089a9e7bf428133048924138eb1c9f7f0986d073d53a6824d4a7a17efbc","61","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 响应速度 | 整机迭代快,需要本地联合开发 |"
"FOHLSRC-FOHLBASE-024-0198-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","198","198","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L198","60f8f0a26ec45bf34a03ac808983eb672a6cce3f0a20508e21b759f13a4cfa5e","67","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 定制化 | 手腕、脚踝、灵巧手尺寸和接口差异大 |"
"FOHLSRC-FOHLBASE-024-0242-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","242","242","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L242","b7460de2d0b9f2e4ea15167f85310da6d41b75f6ad041b5a94526fbb81d9990d","194","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 量的增量 | 工业机器人复杂工艺升级 | 工业机器人 | 三维/六维力、力控系统、工艺包 | 宇立、坤维、鑫精诚、东华、海外测试测量厂商 | 中 | 中 |"
"FOHLSRC-FOHLBASE-024-0243-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","243","243","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L243","8a3d1e90c7172da303fff66d2f74cfa96735f9fe39cb7660ce043484cc7f70c8","198","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 品类增量 | 人形机器人手腕/脚踝力觉导入 | 人形机器人 | 六维力、数字力觉模块 | 柯力、蓝点、坤维、宇立、安培龙、中鼎/星汇、凌云 | 中低 | 高 |"
"FOHLSRC-FOHLBASE-024-0244-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","244","244","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L244","016d0b43d2b71edae064bd6582709487b5535b3e91172b6e54fef4c0793077f2","190","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 品类增量 | 灵巧手微型力觉 | 灵巧手、人形机器人 | 指端力、微型六维力、薄膜/MEMS | MinebeaMitsumi、ForceN、Resense、汉威/能斯达、敏芯 | 低 | 高 |"
"FOHLSRC-FOHLBASE-024-0276-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","276","276","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L276","4bafc50ab432d26f8bb4fbaf352890ef8e513fd167f0ed2a7f3a60d696b0b7e1","73","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 公开数据不足 | 公司深度拆解中大量字段仍为待验证 |"
"FOHLSRC-FOHLBASE-025-0072-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","72","72","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L72","330896fbb0f695fd6a02b20420cf6e698b97da1232d371b1dbbe0d1e6b4b6ae1","113","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","- 年报、公告、官网和产品手册可作为事实底稿,但需注明是否细分到机器人六维力。"
"FOHLSRC-FOHLBASE-025-0073-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","73","73","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L73","ec80f9bc319b0cdcd58af69922cf8e5b0c7d51b4758d2675a2d8998c0969d47d","115","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","- 券商研报、MIR、GGII 等第三方数据用于市场、份额和产业判断,不单独作为确定事实。"
"FOHLSRC-FOHLBASE-025-0081-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","81","81","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L81","2ce2d54e197305c5d06f3c30dd58f8ab0a5b7d281f9c57df7e054bced9f5e4a5","93","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","力传感器不能只看“六维力”一个词,必须先拆清子产品和应用位置。"
"FOHLSRC-FOHLBASE-025-0086-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","86","86","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L86","f2ba1a56a9de213a66c16001f676cd78d700c99cd66af6e24244d4c3031cf395","118","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 三维力传感器 | X/Y/Z 三方向力 | 末端执行器、测试测量 | 中 | 已有应用 | 作为补充路线 |"
"FOHLSRC-FOHLBASE-025-0088-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","88","88","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L88","38e2df1ac44ff2744bcaccabb65f364641df2d9bc1b2bb9791a0274f4d084d8d","146","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 关节扭矩传感器 | 旋转关节输出扭矩 | 旋转执行器、关节模组 | 中到高 | 小批量/导入期 | 与执行器深度耦合 |"
"FOHLSRC-FOHLBASE-025-0090-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","90","90","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L90","8c0988099373ba03f19d55489ae3dc77a7543ef5c795a190add701f5e1b7373a","152","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 柔性触觉/电子皮肤 | 压力阵列、滑移、接触纹理 | 手掌、手指、外壳 | 中到高 | 更早期 | 与六维力互补,不混同 |"
"FOHLSRC-FOHLBASE-025-0107-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","107","107","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L107","5bf2d79a4b3fd0890b81eaa5ceb34a364675facb4ca70ca0830052e419a1790c","109","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 称重传感器 | 部分纳入 | 只能说明力学传感制造基础,不等于机器人六维力能力 |"
"FOHLSRC-FOHLBASE-025-0125-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","125","125","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L125","61f3a3114b8910269b1826d1b2cfb39ea1abdf49ee5ca87ffa9fdbb37f3e7c01","180","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 压电式 | 受力产生电荷信号 | 动态响应好、适合高频测试 | 静态力保持弱、信号链要求高 | 测试测量成熟 | Kistler 等 | 高动态测试对标 |"
"FOHLSRC-FOHLBASE-025-0126-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","126","126","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L126","d6a6ac858d968009520f8c3b5bc4cdb8eeb68d7ca1c92f942684fce216f253b1","245","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 柔性/薄膜/微型化 | 薄膜应变、柔性阵列、微型结构 | 适合灵巧手和微型机器人 | 封装、寿命、一致性和标定复杂 | 早期 | Nidec Components、MinebeaMitsumi、ForceN、Resense 等 | 灵巧手远期方向 |"
"FOHLSRC-FOHLBASE-025-0135-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","135","135","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L135","b9f77a956e8a4d8cb96ff3cee8b56ff522f62493c2d83129e1ccccab3100f723","98","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","金属材料 / 半导体材料 / 应变片 / MEMS 敏感元件 / 模拟前端 / ADC / 封装材料"
"FOHLSRC-FOHLBASE-025-0137-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","137","137","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L137","356034bb0bf279a5ea03364214874a6401b8ef2bad5cc8d42f3c9350375c311f","81","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","-> 六维力传感器 / 关节扭矩传感器 / 数字力觉模块 / 力控系统"
"FOHLSRC-FOHLBASE-025-0138-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","138","138","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L138","8b43a6064e71f1a91db36f9fd10d350044e2ffb28d67c60a6450e8770bd88f1b","99","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","-> 协作机器人 / 工业机器人 / 人形机器人 / 灵巧手 / 汽车测试 / 医疗和科研"
"FOHLSRC-FOHLBASE-025-0150-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","150","150","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L150","dd39d2ef186e84a85531f6e571d0c4f4d1d7be6b5e2e6d986acf8090885d12e2","228","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 硅基/MEMS 敏感元件 | 提高灵敏度、信噪比和自动化潜力 | TE、安培龙、华培动力、汉威科技、敏芯股份等 | 前期研发、封装和良率投入重 | 中长期降人工、提一致性的路线 |"
"FOHLSRC-FOHLBASE-025-0313-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","313","313","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L313","ab94bd0b7d76918bcb2388c885e7390b74350cab65457880d583f8ee27ca75eb","185","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 灵巧手微型力觉 | 微型六维力、指端力、薄膜/MEMS/柔性传感 | MinebeaMitsumi、ForceN、Resense、汉威/能斯达、敏芯等 | 远期方向,当前验证不足 |"
"FOHLSRC-FOHLBASE-025-0323-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","323","323","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L323","2b12dd2998a213fcf99f28a2c251bcbde10f14cbac1496e02c32a8bfe0c8c54f","190","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 性能参数 | 部分能 | 坤维等有准度、尺寸、量程线索;多数上市公司只披露产品线 | 分型号精度、分辨率、采样率、温漂、过载、寿命、接口 |"
"FOHLSRC-FOHLBASE-026-0097-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","97","97","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L97","c89143e0a3221f4e1402c056b0f4b0cb102080d0a5b60d8b793b645c09c5d5ac","139","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 工业自动化 | 物流、柔性制造、装配、分拣 | 节拍、寿命、维护、ROI | 高 | 商业价值高,但验证周期长 |"
"FOHLSRC-FOHLBASE-026-0118-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","118","118","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L118","6d0f6173bdfb786d52210c61a7a488214eb98082396f7aad1640087c4a03080e","90","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","灵巧手市场空间建议统一使用以下框架,而不是只摘单一报告数字:"
"FOHLSRC-FOHLBASE-026-0124-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","124","124","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L124","9dc64b723f6c753f7b51e1548b4f14c9c8c80c726596687a1ac2d1c6138d1799","20","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","* 灵巧手渗透率"
"FOHLSRC-FOHLBASE-026-0143-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","143","143","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L143","530b430a743d27df6676309365d8fccc9f2c1ab22dc49398d6e114d37b206f5e","75","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","人形机器人市场通常按单台双手测算,但不能机械套用:"
"FOHLSRC-FOHLBASE-026-0145-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","145","145","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L145","2dfc2e8b13135671da9240549fd3ffec5c35bec4c2e3d5712ada9ed898c360a3","68","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","- 双手配置适用于通用人形机器人和复杂操作场景。"
"FOHLSRC-FOHLBASE-026-0146-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","146","146","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L146","283b709e5e253913bf29e0232d8423ed44763a8a91be3edfeaf2589f6c29c104","95","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","- 教育、展示、低成本或特定工业场景可能只配置单手或低自由度末端。"
"FOHLSRC-FOHLBASE-026-0202-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","202","202","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L202","d7280e1d1aac2b082d70588b080e8d4669348f90d47a78cd2d2af43420ae386f","166","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 帕西尼 | 高端触觉手代表,更像“触觉 + 灵巧手 + 数据”路线 | 官方商城 + 展会页 + 研报 | 真实成交、工业验收、触觉降本 |"
"FOHLSRC-FOHLBASE-027-0100-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","100","100","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L100","e193535712d6466f361918418714ec45877c164c47fa5f865e5ba32f64c556d8","110","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","- 灵巧手不等于夹爪。夹爪强调夹持,灵巧手强调多指协同、柔顺控制和复杂操作。"
"FOHLSRC-FOHLBASE-027-0115-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","115","115","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L115","e6e31d53422b2c1b54b008ff876ecb4ef204e1684c0e1c50790f5f1b7985634b","223","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 传动系统 | 腱绳、连杆、齿轮、丝杠、直驱、混合传动 | 能在有限空间中实现多关节动作 | 磨损、回差、效率、装配一致性 | 未收敛,混合路线最符合短中期产业现实 |"
"FOHLSRC-FOHLBASE-027-0116-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","116","116","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L116","211b308bb7428bf5e7cf0598d17529a9d82a20672d1efcdadd6f91a214beea0f","202","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 感知系统 | 位置、力、力矩、指端触觉、掌面触觉、视觉 | 从开环抓取走向闭环操作 | 成本、寿命、柔性封装、数据带宽 | 触觉是下一阶段差异化重点 |"
"FOHLSRC-FOHLBASE-027-0136-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","136","136","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L136","7ea597874d1cc25914571a5eb8436ea81790a51d0a04b57268cde1e429578935","121","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 电容式触觉 | 柔性触摸和接近感知 | 抗干扰、漂移、封装 | 他山科技、部分电子皮肤厂商 |"
"FOHLSRC-FOHLBASE-027-0137-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","137","137","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L137","48724325455bd4e03d44585c349b7e9f320fec1b8c236c6868d933446efab0fd","116","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 视觉触觉 | 高维触觉和形变识别 | 体积、成本、算力、封装 | 帕西尼 ITPU、戴盟 DM-TacW |"
"FOHLSRC-FOHLBASE-027-0138-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","138","138","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L138","6dd37ae91b5cdaddef6a05a16acd59723f503e3d69cded26c8e087b1bafeba48","143","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 六维力/关节扭矩 | 腕、踝、关节和末端力控 | 标定、解耦、过载、成本 | 蓝点触控、坤维科技、星汇传感 |"
"FOHLSRC-FOHLBASE-027-0139-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","139","139","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L139","ccace3daf53a29c1b6beaa932a2a7318978871181589294d99e8798665dd0100","148","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 多模态融合 | 力、滑移、材质、温度、纹理融合 | 数据量、算法、总线带宽 | 帕西尼、灵心、他山、超维传感 |"
"FOHLSRC-FOHLBASE-027-0169-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","169","169","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L169","2eb1c87642a3f3f1df90cf42f29dfb20d2ee46d08bee8f8d08262aced1b34d4f","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 触觉灵巧手厂 | 将触觉阵列深度集成到手 | 帕西尼、灵心巧手、强脑科技、戴盟等 | 触觉硬件 + 算法 + 数据闭环 | 触觉成本、柔性封装、数据带宽 |"
"FOHLSRC-FOHLBASE-027-0208-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","208","208","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L208","40e90de0afcd7451fbd17cac17a0a61f762e92942d3ebb50d1ed90aa5cb4f08f","140","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 触觉/力传感 | 高端差异化来源 | 若成本不降,会限制标配率 | 触觉覆盖范围、单点价格、寿命、坏点率 |"
"FOHLSRC-FOHLBASE-027-0223-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","223","223","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L223","6eab3376b5091062751bc95df1b64e5db9b40404eee1e580648469709c833694","283","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 触觉 / 力觉模块 | 他山、超维、帕西尼、汉威 / 能斯达、星汇、蓝点、坤维 | 触觉阵列、力传感、柔性封装、标定和算法接口 | 高端触觉手、数据采集、精细操作 | 触觉标配率不确定,寿命、坏点率和成本压力大 |"
"FOHLSRC-FOHLBASE-027-0235-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","235","235","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L235","44659a1fc649febb20f4e2b39312de9aebec6fda2e8e10e34f75749116c8f6cf","112","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 控制和数据 | 整机厂、触觉手厂、数据采集平台 | 长期价值高,但短期财务难验证 |"
"FOHLSRC-FOHLBASE-027-0290-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","290","290","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L290","9824e78876c040a997e1419df554a4001261d8da05b8a39b7d3eb2a460431451","101","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","- 价格要区分标价、成交价、批量价、含税价、是否含控制器/触觉/SDK/售后。"
"FOHLSRC-FOHLBASE-027-0297-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","297","297","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L297","2729170529041ffcbbb1a864c72846225780fbf2e738808b35df6bdc096b8c72","148","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 触觉从选配走向标配 | 触觉传感、电子皮肤、数据和算法 | 若成本降不下来,可能先留在科研和高端数据采集 |"
"FOHLSRC-FOHLBASE-027-0300-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","300","300","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L300","1f2a92f0ff4c5c5ce770622121e6eaa4ebb9de19ce0a1edc62974991c5738402","109","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 工业场景复购 | 高可靠整手、售后、测试标定 | 真实商业价值高,验证周期更长 |"
"FOHLSRC-FOHLBASE-027-0324-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","324","324","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L324","a2d7c99fb11d21e10fe8c24a69aef6db3260f7fe0a16631077ac4a5ee0af5be2","262","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","下一步应把公司档案建起来,重点覆盖:灵心、因时、帕西尼、强脑、灵巧智能、大寰、傲意、兆威、雷赛、鸣志、伟创、江苏雷利、鼎智、五洲、贝斯特、他山、星汇、蓝点、坤维、汉威/能斯达。"
"FOHLSRC-FOHLBASE-028-0068-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","68","68","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L68","6525d1cc5ea5d5e80d167c0c8e829d54a0bd9dc293c55c84a2baf5f1e261016d","68","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","- 电机、减速器、力传感器、灵巧手等既有专题结果"
"FOHLSRC-FOHLBASE-028-0075-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","75","75","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L75","1f85b1cd5ca516b10d0986929ef954388507b77cb55304a2228232a6db3b9917","140","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","- 旋转关节、直线关节、减速器、丝杠、电机、力传感器之间存在重复计算风险,市场测算必须明确口径。"
"FOHLSRC-FOHLBASE-028-0097-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","97","97","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L97","ed553b3a6a7589929cba4bb8d87ee36bb62167fe4ff0516b5ba70fcc238addaa","163","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 四足 / 机器狗 | 四足整机厂、科研、安防巡检 | 准直驱关节、电机、低减速比传动 | 中 | 对高动态、抗冲击和成本更敏感 |"
"FOHLSRC-FOHLBASE-028-0118-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","118","118","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L118","076715fc9696735edd75d3006a3a58abe9aafd1875d5fe2bd3485af4752fda27","48","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","执行器市场空间建议拆成以下公式:"
"FOHLSRC-FOHLBASE-028-0125-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","125","125","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L125","7564b52beb9413493fb33cd5d5d5898dafe2845c38b024643d3dc55424bcf3ff","14","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","* 外供比例"
"FOHLSRC-FOHLBASE-028-0145-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","145","145","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L145","f911e8cdef43690e87778697cb4c54dfb0ef0f009572b872f54cea912bb6c6df","33","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","市场测算容易重复计算:"
"FOHLSRC-FOHLBASE-028-0147-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","147","147","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L147","e1a3d27f97ad6801880b60aa7368319d55d65413de32247ce03338ac6e5c7e89","122","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","- 执行器市场若已经包含电机、减速器、丝杠、传感器,就不能再把这些上游市场简单相加。"
"FOHLSRC-FOHLBASE-028-0148-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","148","148","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L148","906b786355eaa3f7d68ccbb0808857f3af880a21990f1cc3e5156904193502f1","68","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","- 人形机器人减速器市场和旋转执行器市场有重叠。"
"FOHLSRC-FOHLBASE-028-0149-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","149","149","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L149","9413b0a26b621a37f193121f735670d88ff8921c1e6d59af755feb502d0b7323","50","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","- 丝杠市场和直线执行器市场有重叠。"
"FOHLSRC-FOHLBASE-028-0150-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","150","150","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L150","0ea1c8abdbe5d046f4f39efb2905121c044a14cd9a60f528a135d4629baa4f09","62","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","- 灵巧手微型执行器和本体关节执行器应分开。"
"FOHLSRC-FOHLBASE-028-0151-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","151","151","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L151","8ef1850a4f5448d1da43967056ca95261b6e30858587275ccaef7591181fe231","59","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","- 汽车执行器和机器人执行器不能混为一谈。"
"FOHLSRC-FOHLBASE-028-0173-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","173","173","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L173","a3ae6d673e6792fc238a3bce0ec0ccbf267009def38a9fcb4a95b1af8c3e45eb","53","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","- 模组标准化和自动化测试会摊薄成本。"
"FOHLSRC-FOHLBASE-028-0188-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","188","188","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L188","9673304a2173b06dc3a63db0661ab8883ea8b7ab73fea373590eda8c318fb3bf","84","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","目前公开资料很难回答执行器整机寿命和更换周期。可用判断:"
"FOHLSRC-FOHLBASE-028-0208-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","208","208","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L208","8fdaf49be3d238f53f134494f2e6958c296fb023d130f3324c80b42bb27980d0","169","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 电机 / 驱控 | 雷赛、步科、鸣志、伟创、英搏尔、汇川、禾川、江苏雷利、鼎智等 | 动力和控制层,部分公司财务可验证性强 |"
"FOHLSRC-FOHLBASE-028-0218-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","218","218","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L218","931d7f2efbc0bc377cd12344aa496c3725926faf2f185d49676fc3f5cf78a925","67","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 产品层级 | 关节模组 / 系统方案 | 单个通用零件 |"
"FOHLSRC-FOHLBASE-028-0251-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","251","251","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L251","3b6c43928f9fb4852b1b4e88744eb884ec43d170ee2766f3b8c511d3943bcc45","151","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 准直驱路线 | 高扭矩电机、低减速比传动、驱控算法 | 电机和驱控公司 | 可能改变传统减速器和传感器价值分配 |"
"FOHLSRC-FOHLBASE-028-0268-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","268","268","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L268","888527484a620a1ba3b9db2826b9fd0d28b697f6467c2087ca9bfb1b0c5c1fd2","97","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 寿命 / 更换周期 | 基本缺 | 产品手册、质保条款、验收标准、返修数据 |"
"FOHLSRC-FOHLBASE-028-0277-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","277","277","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L277","ca0a7ba127d08de1dbba3a9d026b7343290e37f26f7aa01e2c23fb4d6faffe8f","114","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 技术路线变化 | 旋转 / 直线、谐波 / 行星 / 摆线 / RV、刚性 / 准直驱的价值分配改变 |"
"FOHLSRC-FOHLBASE-028-0288-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md","9e5cacb2cbf3b1c3ed137b00bbcb84e5f1865bcbc66131dbf6636083253e21da","288","288","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_市场分析.md#L288","b4914576a75a06e0eef40ddb0a87eda2931c640030e4ee1ed735dd7afdd57eb8","86","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","- 人形机器人能出多少台、单机多少个关节、旋转和直线怎么分。"
"FOHLSRC-FOHLBASE-029-0067-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","67","67","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L67","24f0b55d5f21e2bb39364cf1a44cace9fe016faad6c54db14a49359ced8f07a3","106","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 电机资料 | 电机专题结果 | 无框力矩电机、空心杯、电驱、伺服和驱控一体化 |"
"FOHLSRC-FOHLBASE-029-0068-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","68","68","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L68","941ddd01c0bf6db750fbf996bb267533864f8220064d86142a29934439e34282","106","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 灵巧手资料 | 灵巧手专题结果 | 末端执行器、微型执行器和手部传动交叉验证 |"
"FOHLSRC-FOHLBASE-029-0072-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","72","72","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L72","64b710bfb09c2a590d5ecd70e03bee3c451e9f7cf8c5f685869a8a7fb05860f0","95","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","- 本文聚焦人形机器人躯干、手臂、腿部等本体关节执行器 / 关节模组。"
"FOHLSRC-FOHLBASE-029-0073-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","73","73","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L73","8aae6f6a793cd4a72fa63c628c18831d35fa16deb6c4e200d7e103c6a5fc0202","95","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","- 灵巧手已有独立专题,本文只引用微型执行器和末端执行器交叉部分。"
"FOHLSRC-FOHLBASE-029-0097-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","97","97","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L97","c5703fb22b040868d9f775175bab41b09fca166257b8e4f4edc6904fe4f38907","97","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 旋转执行器 | 纳入 | 输出旋转运动,主要用于肩、腕、腰、髋、颈部等 |"
"FOHLSRC-FOHLBASE-029-0098-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","98","98","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L98","999062b61a19949491c809991d12651d8e831aaf4ffd2a54df8b6a7f9490750e","109","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 直线 / 线性执行器 | 纳入 | 输出直线位移,主要用于肘、膝、踝、大腿 / 小腿等 |"
"FOHLSRC-FOHLBASE-029-0099-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","99","99","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L99","163fcf35e6b7aca98c5fb0a6dfe1b54cd4ba3f3c6a3dfd1fff28bbac7881ec33","88","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 准直驱关节 | 纳入 | 高扭矩密度电机 + 低减速比 + 本体感知力控 |"
"FOHLSRC-FOHLBASE-029-0100-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","100","100","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L100","6a2c4a2baafe5fb09ff74923373cf779eae32ca007956b03dc2ede97f22edaa8","97","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 灵巧手 | 不作为主对象 | 已单独梳理,本文只引用微型执行器交叉部分 |"
"FOHLSRC-FOHLBASE-029-0110-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","110","110","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L110","cc3700ccc77ae14282fe35bbffb0f366f23c852c8d203ae2906ee84618ae36f7","148","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 刚性执行器 | 多数工业和人形关节 | 电机、高减速比减速器、编码器、可选力矩传感器 | 技术成熟,主流方案 |"
"FOHLSRC-FOHLBASE-029-0112-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","112","112","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L112","71fde7cad8dd8d3f65bd4957b3d11964d4674d574633ea5527698898e58cafba","196","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 准直驱执行器 | 高动态关节、四足、人形部分旋转关节 | 高扭矩密度电机、低减速比减速器、编码器、控制板 | 国内本体和运动控制路线重要方向 |"
"FOHLSRC-FOHLBASE-029-0113-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","113","113","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L113","3461092a474c8546ca6c4f183941e390075e8f900c770aeb4ee70ba5630a7fc2","160","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 微型执行器 | 灵巧手、微型末端、轻载关节 | 微电机、齿轮箱、丝杠、腱绳、控制板 | 与灵巧手专题交叉,路线未收敛 |"
"FOHLSRC-FOHLBASE-029-0133-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","133","133","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L133","0c95970a2ddfa64de8f3e05c66d8942a4910e102de3bdce966da8bf2ff1ce1da","223","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 准直驱 PA / QDD | 高扭矩密度电机 + 低传动比减速器 + 电流环力控 | 功率密度高、力控带宽高、抗冲击强、成本潜力好 | 利好高扭矩密度电机、低减速比传动和控制算法 |"
"FOHLSRC-FOHLBASE-029-0141-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","141","141","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L141","9f8a4bd9b55330337408879571a4cc79580358864937c0186b2925c6b27862d8","241","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 谐波减速器 | 高减速比、小体积、高精度 | 柔轮寿命和抗冲击受限,成本仍高 | 绿的谐波、哈默纳科、中大力德、丰立智能、双环传动等 | 旋转关节、上肢 / 腕部 / 轻载高精度关节 |"
"FOHLSRC-FOHLBASE-029-0142-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","142","142","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L142","ab8342b3c078a421c693a2db988b0e535bca41b759f3f441a354daba28c48c54","235","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 精密行星减速器 | 效率高、成本潜力好、结构成熟 | 单级减速比小,高端精度和回差要求高 | 中大力德、国茂、双环、豪能、精锻等 | 旋转关节、准直驱、部分直线执行器前级 |"
"FOHLSRC-FOHLBASE-029-0145-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","145","145","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L145","05582e845696864a1be7a969d71b583c7a3443fb4da6689650acd3aaf8e8cc2a","199","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 滚珠丝杠 | 成熟、效率高、成本相对可控 | 承载和寿命不如行星滚柱丝杠 | 贝斯特、五洲新春、新坐标、南京工艺等 | 中轻载直线执行器、部分手部 |"
"FOHLSRC-FOHLBASE-029-0230-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","230","230","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L230","e672f5f491b6b47b862d35aff944177c45b02061ad65b997efb3bd12789189e4","115","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 旋转传动 | 谐波、行星、摆线、RV 减速器厂商 | 路线分化、价格下降、寿命和抗冲击 |"
"FOHLSRC-FOHLBASE-029-0234-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","234","234","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L234","3882cb02c62409a0bb6263fc8c91457b2232d4a4361655a7a068a0caaa3b060a","115","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 总成测试和标定 | 关节模组厂、头部零部件厂 | 自动化测试、良率、寿命、追溯能力 |"
"FOHLSRC-FOHLBASE-029-0279-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","279","279","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L279","336419e1107a6e27e5d33de8876e98771c8e749f762a981a6aecc0f69ea1cf46","136","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 既有专题交叉 | 电机、减速器、力传感器、丝杠、灵巧手 | 零部件位置和玩家边界 | 执行器总成份额 |"
"FOHLSRC-FOHLBASE-029-0296-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","296","296","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L296","6c7041736288366f183013152d824aa6132565f7909fe0d7d98296612aed49cc","124","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 准直驱路线 | 高扭矩密度电机、低减速比传动、驱控算法 | 会改变传感器和减速器价值占比 |"
"FOHLSRC-FOHLBASE-029-0313-M","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SEMANTIC-LINE-REPAIR-005","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","313","313","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L313","89dd7c810cc728b5a30b309b7114ba90e636fea9eb217417e7033ebb67781009","98","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","DRAFT_OBSERVATION","SOURCE_ITEM_EXTRACT_V5_SEMANTIC_FULL_LINE_READJUDICATED","CURRENT_1099_V4_NON_IN_SCOPE_ROWS_FULL_LINE_REVIEW; ONLY PURE_FORMAT_NAVIGATION_METADATA_SOURCE_INDEX_OR_FORMULA_LABELS_EXCLUDED","| 旋转/直线比例 | 不同整机方案差异大 | 主力人形机器人拆解和代际方案 |"
"FOHLSRC-FOHLBASE-001-0039-B","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-EVIDENCE-BOUNDARY-REPAIR-006","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L39","4b16d886f4f17bf98ecdb09da974844d6877956a27c657e3be8020974472bbdd","207","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V6_EVIDENCE_BOUNDARY_READJUDICATED","ONLY_13_AUDIT_LOCATED_EVIDENCE_SCOPE_AND_STRONG_FIELD_DOWNREADING_BOUNDARIES; V4_V5_LEDGERS_UNCHANGED","- 上交所官方 URL + 公司官网文本仅用于范围 / 产品层支持;若正文引用年报页码、表格或正文事实,必须另补页码级抽取、人工下载回执或官方可复核快照。"
"FOHLSRC-FOHLBASE-001-0091-B","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-EVIDENCE-BOUNDARY-REPAIR-006","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","71e8f8fc30297008bd5e2a0a8299b32fd3b7e87441731924961407b3cd4531ca","91","91","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md#L91","e0db5f7901b394cedecb7e57feb98b7cda0d11db3fcc373120fb26265fdf17c5","141","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V6_EVIDENCE_BOUNDARY_READJUDICATED","ONLY_13_AUDIT_LOCATED_EVIDENCE_SCOPE_AND_STRONG_FIELD_DOWNREADING_BOUNDARIES; V4_V5_LEDGERS_UNCHANGED","| 页码级边界 | 已有本地官方 PDF 页码级抽取文件;该抽取只支持范围 / 产品层证据,不自动升级强字段。 |"
"FOHLSRC-FOHLBASE-003-0039-B","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-EVIDENCE-BOUNDARY-REPAIR-006","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L39","4b16d886f4f17bf98ecdb09da974844d6877956a27c657e3be8020974472bbdd","207","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V6_EVIDENCE_BOUNDARY_READJUDICATED","ONLY_13_AUDIT_LOCATED_EVIDENCE_SCOPE_AND_STRONG_FIELD_DOWNREADING_BOUNDARIES; V4_V5_LEDGERS_UNCHANGED","- 上交所官方 URL + 公司官网文本仅用于范围 / 产品层支持;若正文引用年报页码、表格或正文事实,必须另补页码级抽取、人工下载回执或官方可复核快照。"
"FOHLSRC-FOHLBASE-003-0091-B","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-EVIDENCE-BOUNDARY-REPAIR-006","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","60581ccf09bdd5563a7120012f8786c80ad15cbafd8c3297cdaa60218192b45d","91","91","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md#L91","8699599c9a5d95e024a942bb51b8ee6bb31702b894912523c359b000acc1655d","167","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V6_EVIDENCE_BOUNDARY_READJUDICATED","ONLY_13_AUDIT_LOCATED_EVIDENCE_SCOPE_AND_STRONG_FIELD_DOWNREADING_BOUNDARIES; V4_V5_LEDGERS_UNCHANGED","| 页码级边界 | 上交所年报 URL 返回反爬 HTML;本轮仅保留官网 / 官方网页快照和反爬回执,不改写为已完成页码级年报抽取。 |"
"FOHLSRC-FOHLBASE-006-0039-B","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-EVIDENCE-BOUNDARY-REPAIR-006","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L39","4b16d886f4f17bf98ecdb09da974844d6877956a27c657e3be8020974472bbdd","207","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V6_EVIDENCE_BOUNDARY_READJUDICATED","ONLY_13_AUDIT_LOCATED_EVIDENCE_SCOPE_AND_STRONG_FIELD_DOWNREADING_BOUNDARIES; V4_V5_LEDGERS_UNCHANGED","- 上交所官方 URL + 公司官网文本仅用于范围 / 产品层支持;若正文引用年报页码、表格或正文事实,必须另补页码级抽取、人工下载回执或官方可复核快照。"
"FOHLSRC-FOHLBASE-006-0091-B","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-EVIDENCE-BOUNDARY-REPAIR-006","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","91","91","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L91","8699599c9a5d95e024a942bb51b8ee6bb31702b894912523c359b000acc1655d","167","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V6_EVIDENCE_BOUNDARY_READJUDICATED","ONLY_13_AUDIT_LOCATED_EVIDENCE_SCOPE_AND_STRONG_FIELD_DOWNREADING_BOUNDARIES; V4_V5_LEDGERS_UNCHANGED","| 页码级边界 | 上交所年报 URL 返回反爬 HTML;本轮仅保留官网 / 官方网页快照和反爬回执,不改写为已完成页码级年报抽取。 |"
"FOHLSRC-FOHLBASE-010-0039-B","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-EVIDENCE-BOUNDARY-REPAIR-006","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L39","4b16d886f4f17bf98ecdb09da974844d6877956a27c657e3be8020974472bbdd","207","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V6_EVIDENCE_BOUNDARY_READJUDICATED","ONLY_13_AUDIT_LOCATED_EVIDENCE_SCOPE_AND_STRONG_FIELD_DOWNREADING_BOUNDARIES; V4_V5_LEDGERS_UNCHANGED","- 上交所官方 URL + 公司官网文本仅用于范围 / 产品层支持;若正文引用年报页码、表格或正文事实,必须另补页码级抽取、人工下载回执或官方可复核快照。"
"FOHLSRC-FOHLBASE-010-0091-B","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-EVIDENCE-BOUNDARY-REPAIR-006","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","c56f074e559aa7274d77e1fcf0350a243f0f3750be3ded2eba85c075f12abfc3","91","91","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md#L91","8699599c9a5d95e024a942bb51b8ee6bb31702b894912523c359b000acc1655d","167","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V6_EVIDENCE_BOUNDARY_READJUDICATED","ONLY_13_AUDIT_LOCATED_EVIDENCE_SCOPE_AND_STRONG_FIELD_DOWNREADING_BOUNDARIES; V4_V5_LEDGERS_UNCHANGED","| 页码级边界 | 上交所年报 URL 返回反爬 HTML;本轮仅保留官网 / 官方网页快照和反爬回执,不改写为已完成页码级年报抽取。 |"
"FOHLSRC-FOHLBASE-014-0039-B","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-EVIDENCE-BOUNDARY-REPAIR-006","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L39","4b16d886f4f17bf98ecdb09da974844d6877956a27c657e3be8020974472bbdd","207","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V6_EVIDENCE_BOUNDARY_READJUDICATED","ONLY_13_AUDIT_LOCATED_EVIDENCE_SCOPE_AND_STRONG_FIELD_DOWNREADING_BOUNDARIES; V4_V5_LEDGERS_UNCHANGED","- 上交所官方 URL + 公司官网文本仅用于范围 / 产品层支持;若正文引用年报页码、表格或正文事实,必须另补页码级抽取、人工下载回执或官方可复核快照。"
"FOHLSRC-FOHLBASE-014-0091-B","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-EVIDENCE-BOUNDARY-REPAIR-006","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","04e2d95ce4c606c423b7ac19987753eb5ab2b13ffa8e8f6e26a1a7fdcfe4ef0a","91","91","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md#L91","8699599c9a5d95e024a942bb51b8ee6bb31702b894912523c359b000acc1655d","167","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V6_EVIDENCE_BOUNDARY_READJUDICATED","ONLY_13_AUDIT_LOCATED_EVIDENCE_SCOPE_AND_STRONG_FIELD_DOWNREADING_BOUNDARIES; V4_V5_LEDGERS_UNCHANGED","| 页码级边界 | 上交所年报 URL 返回反爬 HTML;本轮仅保留官网 / 官方网页快照和反爬回执,不改写为已完成页码级年报抽取。 |"
"FOHLSRC-FOHLBASE-015-0039-B","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-EVIDENCE-BOUNDARY-REPAIR-006","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","39","39","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L39","4b16d886f4f17bf98ecdb09da974844d6877956a27c657e3be8020974472bbdd","207","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V6_EVIDENCE_BOUNDARY_READJUDICATED","ONLY_13_AUDIT_LOCATED_EVIDENCE_SCOPE_AND_STRONG_FIELD_DOWNREADING_BOUNDARIES; V4_V5_LEDGERS_UNCHANGED","- 上交所官方 URL + 公司官网文本仅用于范围 / 产品层支持;若正文引用年报页码、表格或正文事实,必须另补页码级抽取、人工下载回执或官方可复核快照。"
"FOHLSRC-FOHLBASE-015-0091-B","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-EVIDENCE-BOUNDARY-REPAIR-006","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","bac85edebc4de53339fe350c6ebea448c6c1f7d90be401af4feeeca311b89acc","91","91","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md#L91","8699599c9a5d95e024a942bb51b8ee6bb31702b894912523c359b000acc1655d","167","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SECOND-BATCH-SNAPSHOT-EXEC-001-REVIEW-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V6_EVIDENCE_BOUNDARY_READJUDICATED","ONLY_13_AUDIT_LOCATED_EVIDENCE_SCOPE_AND_STRONG_FIELD_DOWNREADING_BOUNDARIES; V4_V5_LEDGERS_UNCHANGED","| 页码级边界 | 上交所年报 URL 返回反爬 HTML;本轮仅保留官网 / 官方网页快照和反爬回执,不改写为已完成页码级年报抽取。 |"
"FOHLSRC-FOHLBASE-027-0070-B","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-EVIDENCE-BOUNDARY-REPAIR-006","STRONG_CLAIM","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md","76985d06e5a5989914b256b41070b2e5b67a27b4a3fbed037c5027e8f3c57d47","70","70","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_详细介绍.md#L70","587c1b249874d6fa4424dadebfce4a466dcfb935eb272b99e4eab4fedcd34b3c","232","0","NONE_IN_LINE","AUDIT-ANA-ROBOT-SUBINDUSTRY14-OUTPUT-REPAIR-001","PENDING_VERIFICATION","SOURCE_ITEM_EXTRACT_V6_EVIDENCE_BOUNDARY_READJUDICATED","ONLY_13_AUDIT_LOCATED_EVIDENCE_SCOPE_AND_STRONG_FIELD_DOWNREADING_BOUNDARIES; V4_V5_LEDGERS_UNCHANGED","角色边界:分析员只阅读已经本地化为 Markdown、文本或 JSON 的资料,不直接解析原始 PDF、网页、图片和扫描件。若原件抓取不完整,本文只保留“线索”而不升格为确定结论。"