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"FOHLQUAL-FOHLBASE-006-0067","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","QUALITATIVE_CANDIDATE_V2","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","67","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L67","d0ed58034aa67c91bc6a28c55df0edc6d566d7cd18ec2009edd65af6424d0036","295","确定性","| 增量方向、确定性和弹性 | 增量来源、确定性、弹性、投资读法 | 仅保留为研究观察方向，不构成投资排序、交易建议或收益承诺 | 分析判断需受强字段缺口约束 | 输出通过前改写为观察条件、触发条件、失效条件和风险 |","EXCLUDED_WITH_REASON","REPEATED_HUMAN_LAYER_PROCESS_TEMPLATE_NOT_SUBSTANTIVE_CLAIM","","case_analysis.analyst.cai","2026-07-25 20:54:30+08:00"
"FOHLQUAL-FOHLBASE-006-0229","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","QUALITATIVE_CANDIDATE_V2","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","4d7cae10d8c63f9f5a45e384c38fe8f0f4e7f55784c1d190a79f7f8ff1acec4a","229","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md#L229","92d7992931ef3cce8ec0dd6591acf236275c40b0dfc986e8f9a260fad130e5b2","46","确定性","| 增量来源 | 逻辑 | 确定性 | 弹性 |","EXCLUDED_WITH_REASON","TABLE_HEADER_SCHEMA_OR_EVIDENCE_CLASSIFICATION_NO_ASSERTED_JUDGMENT","","case_analysis.analyst.cai","2026-07-25 20:54:30+08:00"
"FOHLQUAL-FOHLBASE-007-0216","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","QUALITATIVE_CANDIDATE_V2","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md","43e33f3ec739af2a816b4c8aa0fc1ae5b48ee760ea244992b5e8761eb065d49d","216","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/汇川技术.md#L216","5f76448a5326e4b96c6a41dd784d87b4d4f7a5bb6a6c154aa6ab7807a350b7f5","79","确定性","| 增量来源 | 具体路径 | 确定性 | 证据等级 | 关键观察指标 |","EXCLUDED_WITH_REASON","TABLE_HEADER_SCHEMA_OR_EVIDENCE_CLASSIFICATION_NO_ASSERTED_JUDGMENT","","case_analysis.analyst.cai","2026-07-25 20:54:30+08:00"
"FOHLQUAL-FOHLBASE-008-0216","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","QUALITATIVE_CANDIDATE_V2","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md","ca1b9cccac8818fb2b112a2d82715c20233f79f8dfff50f43c3274fc0e312ce4","216","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/柯力传感.md#L216","cd2cd82d724c980ded844e66e292ecd985406e73431aed46247a64c5170cae79","180","放量","| 协作机器人力控升级 | 六维力、力控模块 | 协作机器人、工业轻量机械臂 | 短中期 | 末端力控、拖拽示教、打磨装配等场景放量 | A / E |","IN_SCOPE_STRONG_CLAIM","SUBSTANTIVE_QUALITATIVE_ASSERTION_AFFECTS_COMPARISON_OR_CONCLUSION","FOHLSRC-FOHLBASE-008-0216-Q","case_analysis.analyst.cai","2026-07-25 20:54:30+08:00"
"FOHLQUAL-FOHLBASE-009-0171","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","QUALITATIVE_CANDIDATE_V2","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md","b23ec63dc4ee3cf84f942646c74f3c6fb28b616104011883bc35cd4b6e50c2da","171","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/雷赛智能.md#L171","aca8477382741eaf989bca6aa53604a6be72d6814e3d02a6ad7b7f7a6dca3476","191","受益|放量","- 增量来源：无框力矩电机、空心杯、驱控、关节模组和灵巧手部件若从“进入供应体系”升级为稳定批量，将直接受益于开放生态本体商放量。","IN_SCOPE_STRONG_CLAIM","SUBSTANTIVE_QUALITATIVE_ASSERTION_AFFECTS_COMPARISON_OR_CONCLUSION","FOHLSRC-FOHLBASE-009-0171-Q","case_analysis.analyst.cai","2026-07-25 20:54:30+08:00"
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"FOHLQUAL-FOHLBASE-011-0177","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","QUALITATIVE_CANDIDATE_V2","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md","03225184fe8adb3524c67acc14bddeb7ab4623e0c4c5f57acd45caea5f6727de","177","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/绿的谐波.md#L177","b6e42a2094c6609907493a0648375482ce2ee6be6a6383cb0b7805180f9be438","271","壁垒","| 上游原材料/部件 | 钢材、刀具、检具、铝材、电子元器件、轴承等 | 自主生产为主，部分粗加工/材料处理外协 | 未披露 | 国内 / 海外未拆 | A | 柔轮、刚轮、波发生器等核心工序自主完成能力是壁垒关键 |","IN_SCOPE_STRONG_CLAIM","SUBSTANTIVE_QUALITATIVE_ASSERTION_AFFECTS_COMPARISON_OR_CONCLUSION","FOHLSRC-FOHLBASE-011-0177-Q","case_analysis.analyst.cai","2026-07-25 20:54:30+08:00"
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"FOHLQUAL-FOHLBASE-024-0083","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","QUALITATIVE_CANDIDATE_V2","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","83","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L83","632a18772911a38c0a83dec0a6a4a939a310331d316c10ee70de25c64dc6bc64","94","放量","| 下游市场 | 使用方式 | 当前状态 | 放量驱动 | 价格敏感度 | 验证指标 |","EXCLUDED_WITH_REASON","TABLE_HEADER_SCHEMA_OR_EVIDENCE_CLASSIFICATION_NO_ASSERTED_JUDGMENT","","case_analysis.analyst.cai","2026-07-25 20:54:30+08:00"
"FOHLQUAL-FOHLBASE-024-0192","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","QUALITATIVE_CANDIDATE_V2","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","192","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L192","f155f9b079918eaa1ca9b5e8501e6d99ef999183338a8993a7d88a6639018696","105","优势","在人形机器人领域，国产厂商优势更明显。原因不是性能全面超过外资，而是：","IN_SCOPE_STRONG_CLAIM","SUBSTANTIVE_QUALITATIVE_ASSERTION_AFFECTS_COMPARISON_OR_CONCLUSION","FOHLSRC-FOHLBASE-024-0192-Q","case_analysis.analyst.cai","2026-07-25 20:54:30+08:00"
"FOHLQUAL-FOHLBASE-024-0239","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","QUALITATIVE_CANDIDATE_V2","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md","7ff019eae1f358733ae14061fc118891c7aac3b5abd736b98f215917ce8b1356","239","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_市场分析.md#L239","25927932ad4d44a27c6f9af41fdd234c88a95286e562132df966bb0d7adfb9a9","97","受益|确定性","| 增量类型 | 具体来源 | 受益市场 | 受益产品 | 主要公司 | 确定性 | 弹性 |","EXCLUDED_WITH_REASON","TABLE_HEADER_SCHEMA_OR_EVIDENCE_CLASSIFICATION_NO_ASSERTED_JUDGMENT","","case_analysis.analyst.cai","2026-07-25 20:54:30+08:00"
"FOHLQUAL-FOHLBASE-025-0087","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","QUALITATIVE_CANDIDATE_V2","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","87","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L87","742b3f44657e1a8289dbf810837e58ad060ee9ed13991821419269b0583adacf","138","放量","| 六维力/力矩传感器 | Fx/Fy/Fz + Mx/My/Mz | 手腕、脚踝、末端、测试平台 | 高 | 快速导入，早期放量 | 主线 |","IN_SCOPE_STRONG_CLAIM","SUBSTANTIVE_QUALITATIVE_ASSERTION_AFFECTS_COMPARISON_OR_CONCLUSION","FOHLSRC-FOHLBASE-025-0087-Q","case_analysis.analyst.cai","2026-07-25 20:54:30+08:00"
"FOHLQUAL-FOHLBASE-025-0095","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","QUALITATIVE_CANDIDATE_V2","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","95","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L95","6c69340dc662c1b9cdffe9483441e34d4ba77777f60e97ea60dd04f29aa0f008","160","放量","- 中长期主线是人形机器人放量后，自动化贴片、自动化标定、硅基/MEMS、玻璃微熔和数字力觉模块带来的成本曲线变化。","IN_SCOPE_STRONG_CLAIM","SUBSTANTIVE_QUALITATIVE_ASSERTION_AFFECTS_COMPARISON_OR_CONCLUSION","FOHLSRC-FOHLBASE-025-0095-Q","case_analysis.analyst.cai","2026-07-25 20:54:30+08:00"
"FOHLQUAL-FOHLBASE-025-0160","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","QUALITATIVE_CANDIDATE_V2","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","160","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L160","d19c07c1629213f292494968d7137573d5b52df2ec74dc08e8e3e9828b7ef72c","115","壁垒","| 低壁垒层 | 普通金属材料、通用机加工、常规胶粘和外壳 | 竞争更充分，议价能力弱 |","IN_SCOPE_STRONG_CLAIM","SUBSTANTIVE_QUALITATIVE_ASSERTION_AFFECTS_COMPARISON_OR_CONCLUSION","FOHLSRC-FOHLBASE-025-0160-Q","case_analysis.analyst.cai","2026-07-25 20:54:30+08:00"
"FOHLQUAL-FOHLBASE-025-0161","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","QUALITATIVE_CANDIDATE_V2","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","161","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L161","3a66cc755cb0553021573d62cfa932025cee0ae6b9b96052246ff14678736519","125","壁垒","| 中壁垒层 | 高一致性金属箔应变片、弹性体加工、温漂/蠕变控制 | 直接影响产品性能和良率 |","IN_SCOPE_STRONG_CLAIM","SUBSTANTIVE_QUALITATIVE_ASSERTION_AFFECTS_COMPARISON_OR_CONCLUSION","FOHLSRC-FOHLBASE-025-0161-Q","case_analysis.analyst.cai","2026-07-25 20:54:30+08:00"
"FOHLQUAL-FOHLBASE-025-0162","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","QUALITATIVE_CANDIDATE_V2","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","162","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L162","eba0bdd7f34d3867539e8821aada60748ccfc390d8be39bb3f18228d9ef7271d","157","壁垒","| 高壁垒层 | 硅基敏感元件、玻璃微熔、低噪声信号链、数字补偿、自动化标定系统 | 决定长期成本曲线和批量一致性 |","IN_SCOPE_STRONG_CLAIM","SUBSTANTIVE_QUALITATIVE_ASSERTION_AFFECTS_COMPARISON_OR_CONCLUSION","FOHLSRC-FOHLBASE-025-0162-Q","case_analysis.analyst.cai","2026-07-25 20:54:30+08:00"
"FOHLQUAL-FOHLBASE-025-0193","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","QUALITATIVE_CANDIDATE_V2","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","193","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L193","3424c39f5c454b671f3c7f3c5d99d94283488718d76468b034fc2c946865adfb","94","放量","| 下游场景 | 使用方式 | 当前状态 | 放量驱动 | 价格敏感度 | 验证指标 |","EXCLUDED_WITH_REASON","TABLE_HEADER_SCHEMA_OR_EVIDENCE_CLASSIFICATION_NO_ASSERTED_JUDGMENT","","case_analysis.analyst.cai","2026-07-25 20:54:30+08:00"
"FOHLQUAL-FOHLBASE-025-0242","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","QUALITATIVE_CANDIDATE_V2","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","242","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L242","ac4b149f3fa29418e90119d6502021821cff3420f642ce29a967ad43912badb2","92","壁垒","- 裸传感器本体是中游核心产品，壁垒来自结构、贴片、封装和标定。","IN_SCOPE_STRONG_CLAIM","SUBSTANTIVE_QUALITATIVE_ASSERTION_AFFECTS_COMPARISON_OR_CONCLUSION","FOHLSRC-FOHLBASE-025-0242-Q","case_analysis.analyst.cai","2026-07-25 20:54:30+08:00"
"FOHLQUAL-FOHLBASE-025-0253","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","QUALITATIVE_CANDIDATE_V2","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","253","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L253","eeaa590c1740af9ffe6b9fa0d03d4ca8960854aeb6659fd89e96fa56cb32d205","100","话语权","| 场景 / 路线 | 话语权来源 | 当前谁更占优 | 削弱话语权的因素 | 研究判断 |","EXCLUDED_WITH_REASON","TABLE_HEADER_SCHEMA_OR_EVIDENCE_CLASSIFICATION_NO_ASSERTED_JUDGMENT","","case_analysis.analyst.cai","2026-07-25 20:54:30+08:00"
"FOHLQUAL-FOHLBASE-025-0308","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","QUALITATIVE_CANDIDATE_V2","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","308","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L308","51a0fe38bd7ad4b47f4fc8a37825d21d7b04c17a43b85164c2be4b656ddbd115","55","受益","| 增量来源 | 流向环节 | 受益玩家 | 判断 |","EXCLUDED_WITH_REASON","TABLE_HEADER_SCHEMA_OR_EVIDENCE_CLASSIFICATION_NO_ASSERTED_JUDGMENT","","case_analysis.analyst.cai","2026-07-25 20:54:30+08:00"
"FOHLQUAL-FOHLBASE-025-0310","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","QUALITATIVE_CANDIDATE_V2","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","310","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L310","cde3f0a528962335e7dbe7e54beed936fa3fbf6fc0d2c2f18e0976058b1643ca","168","确定性","| 协作机器人柔性化需求 | 末端六维力、力控模块、应用包 | 宇立、坤维、ATI、Robotiq、OnRobot、柯力等 | 确定性较高，弹性中等 |","IN_SCOPE_STRONG_CLAIM","SUBSTANTIVE_QUALITATIVE_ASSERTION_AFFECTS_COMPARISON_OR_CONCLUSION","FOHLSRC-FOHLBASE-025-0310-Q","case_analysis.analyst.cai","2026-07-25 20:54:30+08:00"
"FOHLQUAL-FOHLBASE-025-0314","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","QUALITATIVE_CANDIDATE_V2","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md","b67ed8ee992347492399f6977e97fb18f32521647587a91b874a4642e8a8eafd","314","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/力传感器_详细介绍.md#L314","78b82aea8e579cf95579d3ca28ec6f5442638ddd02f1caf8d0fe1701d3a253b8","208","优势","| 国产替代 | 应变片、弹性体加工、六维力本体、采集模块 | 柯力、安培龙、宇立、坤维、鑫精诚、华培等 | 成本和响应速度优势明确，寿命和一致性需验证 |","IN_SCOPE_STRONG_CLAIM","SUBSTANTIVE_QUALITATIVE_ASSERTION_AFFECTS_COMPARISON_OR_CONCLUSION","FOHLSRC-FOHLBASE-025-0314-Q","case_analysis.analyst.cai","2026-07-25 20:54:30+08:00"
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"FOHLQUAL-FOHLBASE-026-0278","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","QUALITATIVE_CANDIDATE_V2","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md","b2a6ec76aeefb9d3a3d27abb1a22e53131eaed38279134cdc6d3f1074ab54914","278","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/灵巧手_市场分析.md#L278","929d67cb5965b15f805514eccf93b66a0241984c38f6943edb60f5d8d013416e","174","龙头","灵巧手市场的正确看法是：空间大、节奏早、变量多。短期不要急着给出“唯一龙头”和单一市场规模数字，而要持续验证三件事：","EXCLUDED_WITH_REASON","NEGATED_OR_GAP_BOUNDARY_NOT_POSITIVE_QUALITATIVE_CLAIM","","case_analysis.analyst.cai","2026-07-25 20:54:30+08:00"
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"FOHLQUAL-FOHLBASE-029-0195","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","QUALITATIVE_CANDIDATE_V2","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","195","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L195","b906c7594aab0360bd297c03d432504f2b2b043d1650be12bd9c64b2d3b4fea7","76","放量","| 下游场景 | 使用方式 | 当前状态 | 放量驱动 | 验证指标 |","EXCLUDED_WITH_REASON","TABLE_HEADER_SCHEMA_OR_EVIDENCE_CLASSIFICATION_NO_ASSERTED_JUDGMENT","","case_analysis.analyst.cai","2026-07-25 20:54:30+08:00"
"FOHLQUAL-FOHLBASE-029-0220","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","QUALITATIVE_CANDIDATE_V2","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","220","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L220","a293990f01ced649a3bfa2904217fa3c3d6f655ea4142ff744a0fff247d899f7","283","壁垒|不可替代","| 单一核心件销售 | 绿的、五洲、贝斯特、雷赛、步科、柯力等 | 减速器、丝杠、电机、传感器等单件技术壁垒和规模制造 | 本体厂自研模组、外采核心件 | 容易被多供和年降压价，议价权取决于核心件不可替代性 |","IN_SCOPE_STRONG_CLAIM","SUBSTANTIVE_QUALITATIVE_ASSERTION_AFFECTS_COMPARISON_OR_CONCLUSION","FOHLSRC-FOHLBASE-029-0220-Q","case_analysis.analyst.cai","2026-07-25 20:54:30+08:00"
"FOHLQUAL-FOHLBASE-029-0245","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","QUALITATIVE_CANDIDATE_V2","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","245","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L245","eeaa590c1740af9ffe6b9fa0d03d4ca8960854aeb6659fd89e96fa56cb32d205","100","话语权","| 场景 / 路线 | 话语权来源 | 当前谁更占优 | 削弱话语权的因素 | 研究判断 |","EXCLUDED_WITH_REASON","TABLE_HEADER_SCHEMA_OR_EVIDENCE_CLASSIFICATION_NO_ASSERTED_JUDGMENT","","case_analysis.analyst.cai","2026-07-25 20:54:30+08:00"
"FOHLQUAL-FOHLBASE-029-0290","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","QUALITATIVE_CANDIDATE_V2","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","290","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L290","e5826ccfa6fbb4e418880e3f66f7c50b8d7b2848e07352c5861fad5fbc9bead2","49","受益","| 增量来源 | 产业链受益环节 | 判断 |","EXCLUDED_WITH_REASON","TABLE_HEADER_SCHEMA_OR_EVIDENCE_CLASSIFICATION_NO_ASSERTED_JUDGMENT","","case_analysis.analyst.cai","2026-07-25 20:54:30+08:00"
"FOHLQUAL-FOHLBASE-029-0293","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","QUALITATIVE_CANDIDATE_V2","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","293","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L293","426a719bceed9d437d211e180777c94daebdd33d76f7c4fd9487ab9f6529de2b","123","确定性","| 旋转关节确定性提升 | 谐波、行星、摆线、RV、无框力矩电机、力矩传感器 | 短期更可验证 |","IN_SCOPE_STRONG_CLAIM","SUBSTANTIVE_QUALITATIVE_ASSERTION_AFFECTS_COMPARISON_OR_CONCLUSION","FOHLSRC-FOHLBASE-029-0293-Q","case_analysis.analyst.cai","2026-07-25 20:54:30+08:00"
"FOHLQUAL-FOHLBASE-029-0298","ANA-ROBOT-INDUSTRY-001","DESIGN-ANA-ROBOT-FINAL-OUTPUT-HUMAN-LAYER-SOURCE-AUTHORITY-REPAIR-002","QUALITATIVE_CANDIDATE_V2","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md","c5194787def742fc74e1269c322e3a89e43c9fff2196fa76697b69568265fd39","298","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/子行业/执行器关节模组_详细介绍.md#L298","f091e766a8bdb4435db771d179a1657acab2bf37a39e9172974626a580e70988","106","放量","| 降本工艺 | 冷锻、磨削、精冲、车削、MIM | 放量阶段可能出现设备和工艺瓶颈 |","IN_SCOPE_STRONG_CLAIM","SUBSTANTIVE_QUALITATIVE_ASSERTION_AFFECTS_COMPARISON_OR_CONCLUSION","FOHLSRC-FOHLBASE-029-0298-Q","case_analysis.analyst.cai","2026-07-25 20:54:30+08:00"
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