建立2026竞赛名单对账并补核农业食品七项

2026-10-31 18:42:59 +08:00
parent a6a1860ef1
commit 1f87628076
5 changed files with 1615 additions and 9 deletions
@@ -184,7 +184,7 @@ async function main() {
  const research = await researchResponse.json();
  assert.equal(research.companies.length, 1159);
  assert.equal(research.categories.length, 11);
-  assert.equal(research.evidence.length, 3859);
+  assert.equal(research.evidence.length, 3874);
  assert.equal(research.observations.length, 453);
  assert.equal((await request("/api/research/ai-companies", { method: "POST", headers })).status, 405);
  const researchPage = await request("/docs/other-research/ai-company-research/overview", { headers });
@@ -48,7 +48,7 @@ test("research revisions share the authentication database and preserve replay l
    assert.equal(consumeCode(config, "invalid"), "limited");
    const initial = readResearchSnapshot();
    assert.equal(initial.companies.length, 1159);
-    assert.equal(initial.evidence.length, 3859);
+    assert.equal(initial.evidence.length, 3874);
    assert.equal(initial.observations.length, 453);
    assert.deepEqual(initial.candidateBatches, seed.candidateBatches, "candidate gaps persist in the same database metadata");
    assert.deepEqual(initial.directoryRechecks, seed.directoryRechecks, "follow-up classifications persist without rewriting the discovery audit");
@@ -89,7 +89,7 @@ test("research validation rejects broken evidence and unsafe source links", () =
 test("reviews link explicit companies without turning global or excluded cases into companies", () => {
  const snapshot = structuredClone(seed) as ResearchSnapshot;
  assert.equal(snapshot.reviews.filter((r) => r.scope === "companies").length, 198);
-  assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 51);
+  assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 53);
  assert.equal(snapshot.reviews.filter((r) => r.scope === "excluded-candidate").length, 44);
  const review = snapshot.reviews.find((r) => r.id === "R4")!;
  assert.deepEqual(reviewCompanyIds(snapshot, review), ["AI007", "AI013", "AI021", "AI034"]);
@@ -430,7 +430,7 @@ test("unreconciled directory financials remain source reviews instead of income
  assert.ok(review.evidenceIds.includes("PH-TANA-DR"));
  assert.equal(reviewCompanyIds(snapshot, review).length, 0);
  assert.ok(!snapshot.observations.some((o) => o.evidence === "PH-TANA-DR"));
-  assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 75);
+  assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 76);
 });

 test("product pivots and founder histories do not become new company years or current revenue", () => {
@@ -1,5 +1,5 @@
 {
-  "version": "2026-10-31-tc-alias-1",
+  "version": "2026-10-31-tc26-ag-1",
  "asOf": "2026-10-31",
  "scope": "全球公开资料研究：保留首批个案，并扩展核查2025—2026八个YC批次候选池；成立年份以官方公司页面字段为依据。",
  "limitations": [
@@ -85632,6 +85632,171 @@
      "kind": "原始网址及机构反链核查",
      "summary": "当前条款2026-09-05列TexasTEAKSOFTWARESTUDIOLLC运营；当前规则式语音解析，外部AI后备未启用，称App当前不销售。",
      "limitation": "政策日期非成立日，未独立查Texas注册或新旧域历史；此材料只属于当前SaveFirst，不能验证Perfingo收入或推完全无营收。待核关联保留，不把网页示例余额当收入。"
+    },
+    {
+      "id": "TC26AG-INDEX",
+      "companyId": null,
+      "title": "2026竞赛总入口与抽取边界",
+      "url": "https://techcrunch.com/2026/08/20/the-2026-startup-battlefield-200-is-here-see-who-made-the-cut/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "2026名单发现与原始业务沿革复核",
+      "summary": "只在名单h2段内按h3与外部公司锚点抽取；具名201唯一URL，另3空锚（总204锚/203唯一URL）分列，标题200。",
+      "limitation": "名单年非成立年，包含非AI和旧公司；空锚不凭域名猜公司，普通请求403后正常浏览器请求头可读，网页工具缓存与原HTML呈现差异保留。"
+    },
+    {
+      "id": "TC26AG-CANOPII-HOME",
+      "companyId": null,
+      "title": "Canopii 当前业务与访问范围",
+      "url": "https://www.canopii.us/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "2026名单发现与原始业务沿革复核",
+      "summary": "自动化温室、机器人种植与本地农产品供应；设备/农场系统及所种产出分开。",
+      "limitation": "申报不是SEC确认正确；温室产能、农户利润、筹资和成本节省不当软件ARR。硬件、安装/种植运营/农产品、租赁与软件净费未拆，不把自主化描述当独立实测。"
+    },
+    {
+      "id": "TC26AG-CANOPII-YEAR",
+      "companyId": null,
+      "title": "Canopii 原始年份或缺项",
+      "url": "https://www.sec.gov/Archives/edgar/data/1928990/000192899023000001/xslFormDX08/primary_doc.xml",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "2026名单发现与原始业务沿革复核",
+      "summary": "原始FormD/A公司申报CanopiiInc.Oregon2021，DavidAshton/JustinGravett对应；公司主页亦2021，非2026新成立。",
+      "limitation": "申报不是SEC确认正确；温室产能、农户利润、筹资和成本节省不当软件ARR。硬件、安装/种植运营/农产品、租赁与软件净费未拆，不把自主化描述当独立实测。"
+    },
+    {
+      "id": "TC26AG-DELIGHT-HOME",
+      "companyId": null,
+      "title": "Delight Food Inc. 当前业务与访问范围",
+      "url": "https://delightfood.co.kr/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "2026名单发现与原始业务沿革复核",
+      "summary": "通过微细膳食纤维结构/化学加工制作植物性肉类原料与替代食品。",
+      "limitation": "AI主营未由原始技术材料证实，原料/配方或工艺许可与食品实物收入不当软件ARR；合作机构、专利和技术示意图非独立效果/财务证明，未核合同。"
+    },
+    {
+      "id": "TC26AG-DELIGHT-YEAR",
+      "companyId": null,
+      "title": "Delight Food Inc. 原始年份或缺项",
+      "url": "https://kr.linkedin.com/company/delightfood",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "2026名单发现与原始业务沿革复核",
+      "summary": "同品牌Pohang公司主页自报2023成立，2—10范围，非2026新成立。",
+      "limitation": "AI主营未由原始技术材料证实，原料/配方或工艺许可与食品实物收入不当软件ARR；合作机构、专利和技术示意图非独立效果/财务证明，未核合同。"
+    },
+    {
+      "id": "TC26AG-GREENBOX-HOME",
+      "companyId": null,
+      "title": "GreenBox 当前业务与访问范围",
+      "url": "https://greenboxcg.com/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "2026名单发现与原始业务沿革复核",
+      "summary": "太阳能冷库设计、安装/投运与运营，面向农户和食品供应链。",
+      "limitation": "公司主页另列2021，精确法人/MVUTU沿革未核，AI主营未证；仓储租费、设备/现场服务、农户避免损失与软件净费分开，补助与受益人数不作ARR。"
+    },
+    {
+      "id": "TC26AG-GREENBOX-YEAR",
+      "companyId": null,
+      "title": "GreenBox 原始年份或缺项",
+      "url": "https://www.euromediterranee.fr/actualites/medinnovant-africa-2022-deux-porteurs-de-projets-africains-recompenses",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "2026名单发现与原始业务沿革复核",
+      "summary": "2022原活动主办方明确GreenBoxCongo与greenboxcg.com、冷库/柜位租赁和培训；足证范围前业务。",
+      "limitation": "公司主页另列2021，精确法人/MVUTU沿革未核，AI主营未证；仓储租费、设备/现场服务、农户避免损失与软件净费分开，补助与受益人数不作ARR。"
+    },
+    {
+      "id": "TC26AG-KROKOS-HOME",
+      "companyId": null,
+      "title": "Krokos Bio 当前业务与访问范围",
+      "url": "https://krokos.bio",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "2026名单发现与原始业务沿革复核",
+      "summary": "植物细胞培养，在生物反应器中生产藏红花等高价值植物原料，供应链/制造方向。",
+      "limitation": "AI核心作用与精确成立仍缺；样品评估、生物量/提取物性能和供应商成本推算不是成交收入，未来原料销售/工艺许可不当SaaSARR，未独立复现实验。"
+    },
+    {
+      "id": "TC26AG-KROKOS-YEAR",
+      "companyId": null,
+      "title": "Krokos Bio 原始年份或缺项",
+      "url": "https://www.linkedin.com/company/krokos-bio",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "2026名单发现与原始业务沿革复核",
+      "summary": "同域公司主页可核JacobLang团队/植物细胞培养及2—10范围，无可读Founded字段；媒体2024说法本批未取得原始注册，待核。",
+      "limitation": "AI核心作用与精确成立仍缺；样品评估、生物量/提取物性能和供应商成本推算不是成交收入，未来原料销售/工艺许可不当SaaSARR，未独立复现实验。"
+    },
+    {
+      "id": "TC26AG-MUJU-HOME",
+      "companyId": null,
+      "title": "Muju Earth Technologies Limited 当前业务与访问范围",
+      "url": "https://www.muju.earth",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "2026名单发现与原始业务沿革复核",
+      "summary": "Aeropod可降解土壤通气胶囊，受自然条件触发改善土壤结构并提供微生物成分。",
+      "limitation": "即使法人2025，胶囊自然触发不等AI；本批未证AI主营，故pending-ai而非新增AI公司。材料/胶囊销售、农户增产/成本节省与软件收入分开，未核登记准确性、农田效能底表、价格或ARR。"
+    },
+    {
+      "id": "TC26AG-MUJU-YEAR",
+      "companyId": null,
+      "title": "Muju Earth Technologies Limited 原始年份或缺项",
+      "url": "https://find-and-update.company-information.service.gov.uk/company/16866296",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "2026名单发现与原始业务沿革复核",
+      "summary": "CompaniesHouse16866296明确2025-11-20注册；官网同品牌、产品对应，具体签约主体和名称/团队关系仍待补。",
+      "limitation": "即使法人2025，胶囊自然触发不等AI；本批未证AI主营，故pending-ai而非新增AI公司。材料/胶囊销售、农户增产/成本节省与软件收入分开，未核登记准确性、农田效能底表、价格或ARR。"
+    },
+    {
+      "id": "TC26AG-NUTS-HOME",
+      "companyId": null,
+      "title": "Nurtured Nuts Company 当前业务与访问范围",
+      "url": "https://nurturednuts.com",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "2026名单发现与原始业务沿革复核",
+      "summary": "官网不可读；同域公司主页描述CRISPR花生/花生酱商业化，Minneapolis。",
+      "limitation": "CRISPR和低致敏宣称不自动等AI，也不替独立过敏原安全/监管验证。食品/专利许可与软件收入不同，AI主营未证保留pending-ai；销量、合同、真实收入未知，不将上架/社媒图片当销量。"
+    },
+    {
+      "id": "TC26AG-NUTS-YEAR",
+      "companyId": null,
+      "title": "Nurtured Nuts Company 原始年份或缺项",
+      "url": "https://www.linkedin.com/company/nurtured-nuts",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "2026名单发现与原始业务沿革复核",
+      "summary": "公司主页自报2026、2—10范围；精确法人、旧同名品牌与供应商沿革未核，不凭参赛年确认。",
+      "limitation": "CRISPR和低致敏宣称不自动等AI，也不替独立过敏原安全/监管验证。食品/专利许可与软件收入不同，AI主营未证保留pending-ai；销量、合同、真实收入未知，不将上架/社媒图片当销量。"
+    },
+    {
+      "id": "TC26AG-TREETRACK-HOME",
+      "companyId": null,
+      "title": "Tree Track Intelligence Inc. 当前业务与访问范围",
+      "url": "https://treetrack.ca/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "2026名单发现与原始业务沿革复核",
+      "summary": "无人机撒播种子胶囊、AI/GIS选址和卫星/现场监测，提供端到端生态修复服务。",
+      "limitation": "种植1亿棵目标、恢复面积/碳量和客户减排不作平台ARR；设备/种子、现场作业、长期监测与软件净费须拆。厂商第三方验证宣称未逐份原报告核，当前页面0计数器不等无业务。"
+    },
+    {
+      "id": "TC26AG-TREETRACK-YEAR",
+      "companyId": null,
+      "title": "Tree Track Intelligence Inc. 原始年份或缺项",
+      "url": "https://www.newventuresbc.com/top-26-spotlight-tree-track-intelligence/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "2026名单发现与原始业务沿革复核",
+      "summary": "原始机构NewVenturesBC2024文章列FoundedOctober2022、AmirSoleimani/SamSarabi并链原域，范围外。",
+      "limitation": "种植1亿棵目标、恢复面积/碳量和客户减排不作平台ARR；设备/种子、现场作业、长期监测与软件净费须拆。厂商第三方验证宣称未逐份原报告核，当前页面0计数器不等无业务。"
    }
  ],
  "reviews": [
@@ -92495,6 +92660,42 @@
        "TCCONS25-PERFINGO-YEAR"
      ],
      "handling": "不从2026政策推新公司成立，不把Perfingo的2022、S$报价、AI功能或任何收入搬入SaveFirst。当前规则解析与计划中AI后备、候补与付费、官网标价/样例余额/政策不销售分开，未查真实财务，不作造假结论。"
+    },
+    {
+      "id": "TC26AG-R-MODELS",
+      "type": "2026农业食品的设备、材料与软件口径",
+      "company": "2026竞赛农业食品7项",
+      "scope": "dataset",
+      "summary": "温室自动化、植物替代肉、冷链租赁、细胞培养原料、土壤胶囊、基因编辑食品及无人机修复分别分类；4范围外、1年份待核、2AI主营待核。",
+      "evidenceIds": [
+        "TC26AG-INDEX",
+        "TC26AG-CANOPII-HOME",
+        "TC26AG-CANOPII-YEAR",
+        "TC26AG-DELIGHT-HOME",
+        "TC26AG-DELIGHT-YEAR",
+        "TC26AG-GREENBOX-HOME",
+        "TC26AG-GREENBOX-YEAR",
+        "TC26AG-KROKOS-HOME",
+        "TC26AG-KROKOS-YEAR",
+        "TC26AG-MUJU-HOME",
+        "TC26AG-MUJU-YEAR",
+        "TC26AG-NUTS-HOME",
+        "TC26AG-NUTS-YEAR",
+        "TC26AG-TREETRACK-HOME",
+        "TC26AG-TREETRACK-YEAR"
+      ],
+      "handling": "无人化/自然触发/CRISPR不自动当AI，Muju2025注册不单独满足AI主营。农产品/食品原料、冷库柜位、种子/胶囊及现场运营与净软件收入拆分；农户增产、避免损失、生态/碳目标、融资和样品不作ARR，未新增收入观测。"
+    },
+    {
+      "id": "TC26AG-R-ROSTER",
+      "type": "2026总入口具名及空锚的首轮对账",
+      "company": "TechCrunch2026公开总入口",
+      "scope": "dataset",
+      "summary": "2026-08-20入口标题200，实际名单HTML有201具名唯一公司URL及3空锚；总204锚/203唯一URL。具名首7农业食品已尝试原始资料，其余194待核。Kilo原域与主表AI072相同，未单凭URL另增公司或声称该条已深核。",
+      "evidenceIds": [
+        "TC26AG-INDEX"
+      ],
+      "handling": "空锚含Nunatak、Efiwe及Spiky域名，其中后两与具名有重复或斜线差异，均单列不猜测新公司；与网页工具缓存的少量具名差异记录为访问差异。2025入口201记录不改；2026不是2025文章发布日期错移，余类别/档案/财务仍未全核。"
    }
  ],
  "coverage": {
@@ -101254,6 +101455,121 @@
          ]
        }
      ]
+    },
+    {
+      "id": "TC-2026-battlefield-agfood-1",
+      "sourceId": "S02",
+      "url": "https://techcrunch.com/2026/08/20/the-2026-startup-battlefield-200-is-here-see-who-made-the-cut/",
+      "accessedAt": "2026-10-31",
+      "scope": "2026原总入口农业食品具名7项逐项登记：4旧公司/业务范围外，Krokos年份待核，Muju/NurturedNuts AI主营待核。不把2026参赛、基因编辑或自然触发材料等同2026AI创业；不新增主公司或收入。其余194具名网址及3空锚未完成逐项原始复核。",
+      "complete": false,
+      "records": [
+        {
+          "id": "TC26-AG-CANOPII",
+          "name": "Canopii",
+          "url": "https://www.canopii.us/",
+          "categoryId": "C10",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "outside-cohort",
+          "note": "原始FormD/A公司申报CanopiiInc.Oregon2021，DavidAshton/JustinGravett对应；公司主页亦2021，非2026新成立。 自动化温室、机器人种植与本地农产品供应；设备/农场系统及所种产出分开。 申报不是SEC确认正确；温室产能、农户利润、筹资和成本节省不当软件ARR。硬件、安装/种植运营/农产品、租赁与软件净费未拆，不把自主化描述当独立实测。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26AG-CANOPII-HOME",
+            "TC26AG-CANOPII-YEAR"
+          ]
+        },
+        {
+          "id": "TC26-AG-DELIGHT",
+          "name": "Delight Food Inc.",
+          "url": "https://delightfood.co.kr/",
+          "categoryId": "C10",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "outside-cohort",
+          "note": "同品牌Pohang公司主页自报2023成立，2—10范围，非2026新成立。 通过微细膳食纤维结构/化学加工制作植物性肉类原料与替代食品。 AI主营未由原始技术材料证实，原料/配方或工艺许可与食品实物收入不当软件ARR；合作机构、专利和技术示意图非独立效果/财务证明，未核合同。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26AG-DELIGHT-HOME",
+            "TC26AG-DELIGHT-YEAR"
+          ]
+        },
+        {
+          "id": "TC26-AG-GREENBOX",
+          "name": "GreenBox",
+          "url": "https://greenboxcg.com/",
+          "categoryId": "C10",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "outside-cohort",
+          "note": "2022原活动主办方明确GreenBoxCongo与greenboxcg.com、冷库/柜位租赁和培训；足证范围前业务。 太阳能冷库设计、安装/投运与运营，面向农户和食品供应链。 公司主页另列2021，精确法人/MVUTU沿革未核，AI主营未证；仓储租费、设备/现场服务、农户避免损失与软件净费分开，补助与受益人数不作ARR。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26AG-GREENBOX-HOME",
+            "TC26AG-GREENBOX-YEAR"
+          ]
+        },
+        {
+          "id": "TC26-AG-KROKOS",
+          "name": "Krokos Bio",
+          "url": "https://krokos.bio",
+          "categoryId": "C10",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "pending-year",
+          "note": "同域公司主页可核JacobLang团队/植物细胞培养及2—10范围，无可读Founded字段；媒体2024说法本批未取得原始注册，待核。 植物细胞培养，在生物反应器中生产藏红花等高价值植物原料，供应链/制造方向。 AI核心作用与精确成立仍缺；样品评估、生物量/提取物性能和供应商成本推算不是成交收入，未来原料销售/工艺许可不当SaaSARR，未独立复现实验。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26AG-KROKOS-HOME",
+            "TC26AG-KROKOS-YEAR"
+          ]
+        },
+        {
+          "id": "TC26-AG-MUJU",
+          "name": "Muju Earth Technologies Limited",
+          "url": "https://www.muju.earth",
+          "categoryId": "C10",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "pending-ai",
+          "note": "CompaniesHouse16866296明确2025-11-20注册；官网同品牌、产品对应，具体签约主体和名称/团队关系仍待补。 Aeropod可降解土壤通气胶囊，受自然条件触发改善土壤结构并提供微生物成分。 即使法人2025，胶囊自然触发不等AI；本批未证AI主营，故pending-ai而非新增AI公司。材料/胶囊销售、农户增产/成本节省与软件收入分开，未核登记准确性、农田效能底表、价格或ARR。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26AG-MUJU-HOME",
+            "TC26AG-MUJU-YEAR"
+          ]
+        },
+        {
+          "id": "TC26-AG-NUTS",
+          "name": "Nurtured Nuts Company",
+          "url": "https://nurturednuts.com",
+          "categoryId": "C10",
+          "kind": "company",
+          "profileStatus": "unavailable",
+          "status": "pending-ai",
+          "note": "公司主页自报2026、2—10范围；精确法人、旧同名品牌与供应商沿革未核，不凭参赛年确认。 官网不可读；同域公司主页描述CRISPR花生/花生酱商业化，Minneapolis。 CRISPR和低致敏宣称不自动等AI，也不替独立过敏原安全/监管验证。食品/专利许可与软件收入不同，AI主营未证保留pending-ai；销量、合同、真实收入未知，不将上架/社媒图片当销量。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26AG-NUTS-HOME",
+            "TC26AG-NUTS-YEAR"
+          ]
+        },
+        {
+          "id": "TC26-AG-TREETRACK",
+          "name": "Tree Track Intelligence Inc.",
+          "url": "https://treetrack.ca/",
+          "categoryId": "C10",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "outside-cohort",
+          "note": "原始机构NewVenturesBC2024文章列FoundedOctober2022、AmirSoleimani/SamSarabi并链原域，范围外。 无人机撒播种子胶囊、AI/GIS选址和卫星/现场监测，提供端到端生态修复服务。 种植1亿棵目标、恢复面积/碳量和客户减排不作平台ARR；设备/种子、现场作业、长期监测与软件净费须拆。厂商第三方验证宣称未逐份原报告核，当前页面0计数器不等无业务。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26AG-TREETRACK-HOME",
+            "TC26AG-TREETRACK-YEAR"
+          ]
+        }
+      ]
    }
  ],
  "directoryRechecks": [
@@ -1,5 +1,5 @@
 {
-  "sourceVersion": "2026-10-31-tc-alias-1",
+  "sourceVersion": "2026-10-31-tc26-ag-1",
  "asOf": "2026-10-31",
  "metric": "platform-mrr-usd",
  "sampleUnit": "product-or-business",