"case_id","batch_id","run_id","company_name","target_artifact","paragraph_marker_id","body_heading","body_section_group","strong_field_group","paragraph_rewrite_action","evidence_status","primary_source_requirement","output_review_status","source_review"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","埃斯顿","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","PRW-CORE7-20260704-埃斯顿-01-CONCLUSION","## 1. 公司结论","公司结论与基本判断","机器人定位、核心判断、产品 / 方案","保留为范围 / 产品层待审线索，不写成审核通过结论、投资排序或对外交付事实。","SCOPE_OR_PRODUCT_ONLY_PENDING_OUTPUT_REVIEW","补官方页码级证据、产品页或官方可复核快照。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","埃斯顿","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","PRW-CORE7-20260704-埃斯顿-02-REVENUE_ORDER","## 5. 收入、利润与营收占比","收入、利润、订单和营收占比","收入、订单、机器人业务占比、利润弹性","统一降读为待核验事实 / 缺口，不写机器人专项收入、订单或利润事实。","DATA_GAP_REVIEW","补年报页码级抽取、交易所公告、官方 IR 或客户侧可复核来源。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","埃斯顿","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","PRW-CORE7-20260704-埃斯顿-03-CAPACITY_VOLUME","## 6. 产量、销量、产能与产能利用率","产量、销量、产能、市场份额","出货量、产销、产能利用率、市占率、批量供货","统一降读为待核验线索，不据此推导供给能力、份额或规模地位。","PENDING_PRIMARY_SOURCE_REVIEW","补官方产销表、年报表格、产品线披露或第三方可复核统计。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","埃斯顿","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","PRW-CORE7-20260704-埃斯顿-04-CUSTOMER_SUPPLY","## 7. 客户、供应链与供货状态","客户、供应链和供货状态","客户名称、供货量、主供 / 独供、份额、复购","统一降读为客户 / 供应链待核验线索，不写成确认供货关系。","DATA_GAP_REVIEW","补公司公告、客户侧公告、采购 / 中标、官方合作披露或人工快照。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","埃斯顿","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","PRW-CORE7-20260704-埃斯顿-05-ASP_MARGIN_LIFE","## 8. ASP、寿命、交付与售后","ASP、毛利、寿命和交付","单价、毛利率、寿命、更换周期、交付周期","统一降读为价值量 / 盈利 / 寿命缺口，不支撑单机价值量或盈利弹性强结论。","DATA_GAP_REVIEW","补产品报价、分业务毛利、可靠性测试、订单 / 交付周期等官方来源。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","埃斯顿","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","PRW-CORE7-20260704-埃斯顿-06-COST_STRUCTURE","## 9. 成本结构与利润弹性","成本结构与盈利敏感性","成本拆分、毛利率、单机价值量、国产替代弹性","统一降读为成本结构待核验线索，不写成盈利弹性或价值量结论。","DATA_GAP_REVIEW","补官方成本、分业务毛利、产品价格或可复核的第三方统计。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","埃斯顿","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/埃斯顿.md","PRW-CORE7-20260704-埃斯顿-07-INCREMENT_LOGIC","## 10. 增量来自哪里","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。","RESEARCH_OBSERVATION_ONLY","输出通过前改写为观察条件、触发条件、失效条件和风险。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","奥普特","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","PRW-CORE7-20260704-奥普特-01-CONCLUSION","## 1. 公司结论","公司结论与基本判断","机器人定位、核心判断、产品 / 方案","保留为范围 / 产品层待审线索，不写成审核通过结论、投资排序或对外交付事实。","SCOPE_OR_PRODUCT_ONLY_PENDING_OUTPUT_REVIEW","补官方页码级证据、产品页或官方可复核快照。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","奥普特","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","PRW-CORE7-20260704-奥普特-02-REVENUE_ORDER","## 5. 收入、利润与营收占比","收入、利润、订单和营收占比","收入、订单、机器人业务占比、利润弹性","统一降读为待核验事实 / 缺口，不写机器人专项收入、订单或利润事实。","DATA_GAP_REVIEW","补年报页码级抽取、交易所公告、官方 IR 或客户侧可复核来源。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","奥普特","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","PRW-CORE7-20260704-奥普特-03-CAPACITY_VOLUME","## 6. 产量、销量、产能与产能利用率","产量、销量、产能、市场份额","出货量、产销、产能利用率、市占率、批量供货","统一降读为待核验线索，不据此推导供给能力、份额或规模地位。","PENDING_PRIMARY_SOURCE_REVIEW","补官方产销表、年报表格、产品线披露或第三方可复核统计。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","奥普特","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","PRW-CORE7-20260704-奥普特-04-CUSTOMER_SUPPLY","## 7. 客户、供应链与供货状态","客户、供应链和供货状态","客户名称、供货量、主供 / 独供、份额、复购","统一降读为客户 / 供应链待核验线索，不写成确认供货关系。","DATA_GAP_REVIEW","补公司公告、客户侧公告、采购 / 中标、官方合作披露或人工快照。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","奥普特","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","PRW-CORE7-20260704-奥普特-05-ASP_MARGIN_LIFE","## 8. ASP、寿命、交付与售后","ASP、毛利、寿命和交付","单价、毛利率、寿命、更换周期、交付周期","统一降读为价值量 / 盈利 / 寿命缺口，不支撑单机价值量或盈利弹性强结论。","DATA_GAP_REVIEW","补产品报价、分业务毛利、可靠性测试、订单 / 交付周期等官方来源。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","奥普特","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","PRW-CORE7-20260704-奥普特-06-COST_STRUCTURE","## 9. 成本结构与利润弹性","成本结构与盈利敏感性","成本拆分、毛利率、单机价值量、国产替代弹性","统一降读为成本结构待核验线索，不写成盈利弹性或价值量结论。","DATA_GAP_REVIEW","补官方成本、分业务毛利、产品价格或可复核的第三方统计。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","奥普特","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/奥普特.md","PRW-CORE7-20260704-奥普特-07-INCREMENT_LOGIC","## 10. 增量来自哪里","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。","RESEARCH_OBSERVATION_ONLY","输出通过前改写为观察条件、触发条件、失效条件和风险。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","长光华芯","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","PRW-CORE7-20260704-长光华芯-01-CONCLUSION","## 1. 公司结论","公司结论与基本判断","机器人定位、核心判断、产品 / 方案","保留为范围 / 产品层待审线索，不写成审核通过结论、投资排序或对外交付事实。","SCOPE_OR_PRODUCT_ONLY_PENDING_OUTPUT_REVIEW","补官方页码级证据、产品页或官方可复核快照。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","长光华芯","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","PRW-CORE7-20260704-长光华芯-02-REVENUE_ORDER","## 5. 收入利润","收入、利润、订单和营收占比","收入、订单、机器人业务占比、利润弹性","统一降读为待核验事实 / 缺口，不写机器人专项收入、订单或利润事实。","DATA_GAP_REVIEW","补年报页码级抽取、交易所公告、官方 IR 或客户侧可复核来源。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","长光华芯","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","PRW-CORE7-20260704-长光华芯-03-CAPACITY_VOLUME","## 6. 产销产能与 ASP","产量、销量、产能、市场份额","出货量、产销、产能利用率、市占率、批量供货","统一降读为待核验线索，不据此推导供给能力、份额或规模地位。","PENDING_PRIMARY_SOURCE_REVIEW","补官方产销表、年报表格、产品线披露或第三方可复核统计。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","长光华芯","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","PRW-CORE7-20260704-长光华芯-04-CUSTOMER_SUPPLY","## 7. 客户与供应链","客户、供应链和供货状态","客户名称、供货量、主供 / 独供、份额、复购","统一降读为客户 / 供应链待核验线索，不写成确认供货关系。","DATA_GAP_REVIEW","补公司公告、客户侧公告、采购 / 中标、官方合作披露或人工快照。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","长光华芯","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","PRW-CORE7-20260704-长光华芯-05-ASP_MARGIN_LIFE","## 8. 单价、寿命、更换周期与供货周期","ASP、毛利、寿命和交付","单价、毛利率、寿命、更换周期、交付周期","统一降读为价值量 / 盈利 / 寿命缺口，不支撑单机价值量或盈利弹性强结论。","DATA_GAP_REVIEW","补产品报价、分业务毛利、可靠性测试、订单 / 交付周期等官方来源。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","长光华芯","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","PRW-CORE7-20260704-长光华芯-06-COST_STRUCTURE","## 9. 成本结构","成本结构与盈利敏感性","成本拆分、毛利率、单机价值量、国产替代弹性","统一降读为成本结构待核验线索，不写成盈利弹性或价值量结论。","DATA_GAP_REVIEW","补官方成本、分业务毛利、产品价格或可复核的第三方统计。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","长光华芯","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/长光华芯.md","PRW-CORE7-20260704-长光华芯-07-INCREMENT_LOGIC","## 11. 增量来自哪里","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。","RESEARCH_OBSERVATION_ONLY","输出通过前改写为观察条件、触发条件、失效条件和风险。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","天准科技","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","PRW-CORE7-20260704-天准科技-01-CONCLUSION","## 1. 公司结论","公司结论与基本判断","机器人定位、核心判断、产品 / 方案","保留为范围 / 产品层待审线索，不写成审核通过结论、投资排序或对外交付事实。","SCOPE_OR_PRODUCT_ONLY_PENDING_OUTPUT_REVIEW","补官方页码级证据、产品页或官方可复核快照。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","天准科技","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","PRW-CORE7-20260704-天准科技-02-REVENUE_ORDER","## 5. 收入、利润与营收占比","收入、利润、订单和营收占比","收入、订单、机器人业务占比、利润弹性","统一降读为待核验事实 / 缺口，不写机器人专项收入、订单或利润事实。","DATA_GAP_REVIEW","补年报页码级抽取、交易所公告、官方 IR 或客户侧可复核来源。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","天准科技","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","PRW-CORE7-20260704-天准科技-03-CAPACITY_VOLUME","## 6. 产量、销量、产能与产能利用率","产量、销量、产能、市场份额","出货量、产销、产能利用率、市占率、批量供货","统一降读为待核验线索，不据此推导供给能力、份额或规模地位。","PENDING_PRIMARY_SOURCE_REVIEW","补官方产销表、年报表格、产品线披露或第三方可复核统计。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","天准科技","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","PRW-CORE7-20260704-天准科技-04-CUSTOMER_SUPPLY","## 7. 客户、供应链与供货状态","客户、供应链和供货状态","客户名称、供货量、主供 / 独供、份额、复购","统一降读为客户 / 供应链待核验线索，不写成确认供货关系。","DATA_GAP_REVIEW","补公司公告、客户侧公告、采购 / 中标、官方合作披露或人工快照。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","天准科技","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","PRW-CORE7-20260704-天准科技-05-ASP_MARGIN_LIFE","## 8. ASP、寿命、交付与售后","ASP、毛利、寿命和交付","单价、毛利率、寿命、更换周期、交付周期","统一降读为价值量 / 盈利 / 寿命缺口，不支撑单机价值量或盈利弹性强结论。","DATA_GAP_REVIEW","补产品报价、分业务毛利、可靠性测试、订单 / 交付周期等官方来源。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","天准科技","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","PRW-CORE7-20260704-天准科技-06-COST_STRUCTURE","## 9. 成本结构与利润弹性","成本结构与盈利敏感性","成本拆分、毛利率、单机价值量、国产替代弹性","统一降读为成本结构待核验线索，不写成盈利弹性或价值量结论。","DATA_GAP_REVIEW","补官方成本、分业务毛利、产品价格或可复核的第三方统计。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","天准科技","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/天准科技.md","PRW-CORE7-20260704-天准科技-07-INCREMENT_LOGIC","## 10. 增量来自哪里","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。","RESEARCH_OBSERVATION_ONLY","输出通过前改写为观察条件、触发条件、失效条件和风险。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","凌云光","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","PRW-CORE7-20260704-凌云光-01-CONCLUSION","## 1. 公司结论","公司结论与基本判断","机器人定位、核心判断、产品 / 方案","保留为范围 / 产品层待审线索，不写成审核通过结论、投资排序或对外交付事实。","SCOPE_OR_PRODUCT_ONLY_PENDING_OUTPUT_REVIEW","补官方页码级证据、产品页或官方可复核快照。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","凌云光","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","PRW-CORE7-20260704-凌云光-02-REVENUE_ORDER","## 5. 收入、利润与营收占比","收入、利润、订单和营收占比","收入、订单、机器人业务占比、利润弹性","统一降读为待核验事实 / 缺口，不写机器人专项收入、订单或利润事实。","DATA_GAP_REVIEW","补年报页码级抽取、交易所公告、官方 IR 或客户侧可复核来源。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","凌云光","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","PRW-CORE7-20260704-凌云光-03-CAPACITY_VOLUME","## 6. 产量、销量、产能与产能利用率","产量、销量、产能、市场份额","出货量、产销、产能利用率、市占率、批量供货","统一降读为待核验线索，不据此推导供给能力、份额或规模地位。","PENDING_PRIMARY_SOURCE_REVIEW","补官方产销表、年报表格、产品线披露或第三方可复核统计。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","凌云光","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","PRW-CORE7-20260704-凌云光-04-CUSTOMER_SUPPLY","## 7. 客户、供应链与供货状态","客户、供应链和供货状态","客户名称、供货量、主供 / 独供、份额、复购","统一降读为客户 / 供应链待核验线索，不写成确认供货关系。","DATA_GAP_REVIEW","补公司公告、客户侧公告、采购 / 中标、官方合作披露或人工快照。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","凌云光","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","PRW-CORE7-20260704-凌云光-05-ASP_MARGIN_LIFE","## 8. ASP、寿命、交付与售后","ASP、毛利、寿命和交付","单价、毛利率、寿命、更换周期、交付周期","统一降读为价值量 / 盈利 / 寿命缺口，不支撑单机价值量或盈利弹性强结论。","DATA_GAP_REVIEW","补产品报价、分业务毛利、可靠性测试、订单 / 交付周期等官方来源。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","凌云光","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","PRW-CORE7-20260704-凌云光-06-COST_STRUCTURE","## 9. 成本结构与利润弹性","成本结构与盈利敏感性","成本拆分、毛利率、单机价值量、国产替代弹性","统一降读为成本结构待核验线索，不写成盈利弹性或价值量结论。","DATA_GAP_REVIEW","补官方成本、分业务毛利、产品价格或可复核的第三方统计。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","凌云光","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/凌云光.md","PRW-CORE7-20260704-凌云光-07-INCREMENT_LOGIC","## 10. 增量来自哪里","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。","RESEARCH_OBSERVATION_ONLY","输出通过前改写为观察条件、触发条件、失效条件和风险。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","禾川科技","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","PRW-CORE7-20260704-禾川科技-01-CONCLUSION","## 1. 公司结论","公司结论与基本判断","机器人定位、核心判断、产品 / 方案","保留为范围 / 产品层待审线索，不写成审核通过结论、投资排序或对外交付事实。","SCOPE_OR_PRODUCT_ONLY_PENDING_OUTPUT_REVIEW","补官方页码级证据、产品页或官方可复核快照。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","禾川科技","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","PRW-CORE7-20260704-禾川科技-02-REVENUE_ORDER","## 5. 收入、利润与营收占比","收入、利润、订单和营收占比","收入、订单、机器人业务占比、利润弹性","统一降读为待核验事实 / 缺口，不写机器人专项收入、订单或利润事实。","DATA_GAP_REVIEW","补年报页码级抽取、交易所公告、官方 IR 或客户侧可复核来源。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","禾川科技","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","PRW-CORE7-20260704-禾川科技-03-CAPACITY_VOLUME","## 6. 产量、销量、产能与产能利用率","产量、销量、产能、市场份额","出货量、产销、产能利用率、市占率、批量供货","统一降读为待核验线索，不据此推导供给能力、份额或规模地位。","PENDING_PRIMARY_SOURCE_REVIEW","补官方产销表、年报表格、产品线披露或第三方可复核统计。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","禾川科技","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","PRW-CORE7-20260704-禾川科技-04-CUSTOMER_SUPPLY","## 7. 客户、供应链与供货状态","客户、供应链和供货状态","客户名称、供货量、主供 / 独供、份额、复购","统一降读为客户 / 供应链待核验线索，不写成确认供货关系。","DATA_GAP_REVIEW","补公司公告、客户侧公告、采购 / 中标、官方合作披露或人工快照。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","禾川科技","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","PRW-CORE7-20260704-禾川科技-05-ASP_MARGIN_LIFE","## 8. ASP、寿命、交付与售后","ASP、毛利、寿命和交付","单价、毛利率、寿命、更换周期、交付周期","统一降读为价值量 / 盈利 / 寿命缺口，不支撑单机价值量或盈利弹性强结论。","DATA_GAP_REVIEW","补产品报价、分业务毛利、可靠性测试、订单 / 交付周期等官方来源。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","禾川科技","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","PRW-CORE7-20260704-禾川科技-06-COST_STRUCTURE","## 9. 成本结构与利润弹性","成本结构与盈利敏感性","成本拆分、毛利率、单机价值量、国产替代弹性","统一降读为成本结构待核验线索，不写成盈利弹性或价值量结论。","DATA_GAP_REVIEW","补官方成本、分业务毛利、产品价格或可复核的第三方统计。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","禾川科技","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/禾川科技.md","PRW-CORE7-20260704-禾川科技-07-INCREMENT_LOGIC","## 10. 增量来自哪里","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。","RESEARCH_OBSERVATION_ONLY","输出通过前改写为观察条件、触发条件、失效条件和风险。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","双环传动","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/双环传动.md","PRW-CORE7-20260704-双环传动-01-CONCLUSION","## 1. 公司结论","公司结论与基本判断","机器人定位、核心判断、产品 / 方案","保留为范围 / 产品层待审线索，不写成审核通过结论、投资排序或对外交付事实。","SCOPE_OR_PRODUCT_ONLY_PENDING_OUTPUT_REVIEW","补官方页码级证据、产品页或官方可复核快照。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","双环传动","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/双环传动.md","PRW-CORE7-20260704-双环传动-02-REVENUE_ORDER","## 5. 收入、利润与营收占比","收入、利润、订单和营收占比","收入、订单、机器人业务占比、利润弹性","统一降读为待核验事实 / 缺口，不写机器人专项收入、订单或利润事实。","DATA_GAP_REVIEW","补年报页码级抽取、交易所公告、官方 IR 或客户侧可复核来源。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","双环传动","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/双环传动.md","PRW-CORE7-20260704-双环传动-03-CAPACITY_VOLUME","## 6. 产量、销量、产能与产能利用率","产量、销量、产能、市场份额","出货量、产销、产能利用率、市占率、批量供货","统一降读为待核验线索，不据此推导供给能力、份额或规模地位。","PENDING_PRIMARY_SOURCE_REVIEW","补官方产销表、年报表格、产品线披露或第三方可复核统计。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","双环传动","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/双环传动.md","PRW-CORE7-20260704-双环传动-04-CUSTOMER_SUPPLY","## 7. 客户、供应链与供货状态","客户、供应链和供货状态","客户名称、供货量、主供 / 独供、份额、复购","统一降读为客户 / 供应链待核验线索，不写成确认供货关系。","DATA_GAP_REVIEW","补公司公告、客户侧公告、采购 / 中标、官方合作披露或人工快照。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","双环传动","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/双环传动.md","PRW-CORE7-20260704-双环传动-05-ASP_MARGIN_LIFE","## 8. ASP、寿命、交付与售后","ASP、毛利、寿命和交付","单价、毛利率、寿命、更换周期、交付周期","统一降读为价值量 / 盈利 / 寿命缺口，不支撑单机价值量或盈利弹性强结论。","DATA_GAP_REVIEW","补产品报价、分业务毛利、可靠性测试、订单 / 交付周期等官方来源。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","双环传动","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/双环传动.md","PRW-CORE7-20260704-双环传动-06-COST_STRUCTURE","## 9. 成本结构与利润弹性","成本结构与盈利敏感性","成本拆分、毛利率、单机价值量、国产替代弹性","统一降读为成本结构待核验线索，不写成盈利弹性或价值量结论。","DATA_GAP_REVIEW","补官方成本、分业务毛利、产品价格或可复核的第三方统计。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"
"ANA-ROBOT-INDUSTRY-001","BATCH-ANA-ROBOT-MIGRATION-002","RUN-ANA-ROBOT-SECOND-BATCH-PARAGRAPH-REWRITE-001","双环传动","ana-data/cases/机器人案例/ANA-ROBOT-INDUSTRY-001/outputs/核心文档/公司/双环传动.md","PRW-CORE7-20260704-双环传动-07-INCREMENT_LOGIC","## 10. 增量来自哪里","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。","RESEARCH_OBSERVATION_ONLY","输出通过前改写为观察条件、触发条件、失效条件和风险。","PARAGRAPH_DOWNGRADED_PENDING_REVIEW_NOT_OUTPUT_PASS","AUDIT-ANA-ROBOT-SECOND-BATCH-BODY-DOWNGRADE-001"