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