From 3c631a43a6193993dc189aeed8e5f8ea9b213d81 Mon Sep 17 00:00:00 2001 From: Codex Bot Date: Sat, 31 Oct 2026 21:31:41 +0800 Subject: [PATCH] research: distinguish Chinese startup and institution evidence --- apps/docs/scripts/auth-cli.ts | 2 +- apps/docs/tests/research.test.ts | 4 +- content/research/ai-companies.seed.json | 102 +++++++++++++++++++-- content/research/ai-companies.sources.json | 6 +- content/research/ai-income-analysis.json | 2 +- 5 files changed, 102 insertions(+), 14 deletions(-) diff --git a/apps/docs/scripts/auth-cli.ts b/apps/docs/scripts/auth-cli.ts index 852bc09..0ca0b5b 100644 --- a/apps/docs/scripts/auth-cli.ts +++ b/apps/docs/scripts/auth-cli.ts @@ -184,7 +184,7 @@ async function main() { const research = await researchResponse.json(); assert.equal(research.companies.length, 1188); assert.equal(research.categories.length, 11); - assert.equal(research.evidence.length, 4386); + assert.equal(research.evidence.length, 4391); 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 }); diff --git a/apps/docs/tests/research.test.ts b/apps/docs/tests/research.test.ts index 6a50bdc..a0a9383 100644 --- a/apps/docs/tests/research.test.ts +++ b/apps/docs/tests/research.test.ts @@ -78,7 +78,7 @@ 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, 1188); - assert.equal(initial.evidence.length, 4386); + assert.equal(initial.evidence.length, 4391); 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"); @@ -119,7 +119,7 @@ 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, 200); - assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 105); + assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 107); 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"]); diff --git a/content/research/ai-companies.seed.json b/content/research/ai-companies.seed.json index 7b5e062..8e7d10c 100644 --- a/content/research/ai-companies.seed.json +++ b/content/research/ai-companies.seed.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-arr-contracts-2", + "version": "2026-10-31-cn-followup-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": [ @@ -92630,6 +92630,61 @@ "kind": "原始公司定价/条款/监管披露复核", "summary": "2026-05-28公司供稿称超过1000万ARR、2500客户及70余人,且列0至500万11个月再至1000万5个月。", "limitation": "公司新闻稿不是独立查账;公告时点非10月最新值,客户未明确付费/全价/同一主体不能除ARR推ARPA;发布时间与四舍五入/下界需保留。" + }, + { + "id": "CNFOLLOW-HEMU-ECOSYSTEM", + "companyId": null, + "title": "合木报道所涉研究院原始共建平台", + "url": "https://100aicv.com/about", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "政府/大学/机构原始资料及访问边界", + "summary": "工业AI创新生态社区原始about称由东莞新一代AI产业技术研究院与大湾区国家技术创新中心共建,场景拆解、数据/模型/工具链和孵化,留dgai-lab联系域。", + "limitation": "该页未证明合木法律主体/成立,也未提供其合同与收入;研究院生态不可当新公司自身客户或产品能力,联系域直达不可用不当研究院关闭。" + }, + { + "id": "CNFOLLOW-HEMU-BUDGET", + "companyId": null, + "title": "研究院财政建设预算与合同目标边界", + "url": "https://bhwxq.dg.gov.cn/attachment/0/325/325993/4358156.pdf", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "政府/大学/机构原始资料及访问边界", + "summary": "滨海湾新区2025预算原始PDF索引列研究院建设600万元,当年包含上年余款和预拨款,三年2000万支持;技术服务合同不少于1000万为目标。", + "limitation": "本轮原始PDF搜索索引可读,非完整逐页审阅;属研究院财政预算/绩效目标,不是合木融资、已收收入或ARR,预算目标不当已完成合同。" + }, + { + "id": "CNFOLLOW-HEMU-OLDINSTITUTE", + "companyId": null, + "title": "政府原始研究院范围前活动", + "url": "https://bhwxq.dg.gov.cn/gkmlpt/content/4/4302/post_4302904.html", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "政府/大学/机构原始资料及访问边界", + "summary": "2024-12-04政府信息公开确认研究院新型研发机构,边端芯片测试、数据服务和数字化转型平台等。", + "limitation": "旧研究院/其他合资子公司不等新合木法律主体,不能因旧机构存在直接判新公司范围外;技术测试/项目不继承新公司收入。" + }, + { + "id": "CNFOLLOW-QUANTUM-INVEST", + "companyId": null, + "title": "云启原始部分被投名录访问边界", + "url": "https://yunqi.vc/invest", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "政府/大学/机构原始资料及访问边界", + "summary": "云启官网明确仅显示部分被投企业,可读页未见昆腾动力条目;可读首投年份对应投资轮次。", + "limitation": "部分名录未列不证明没投资/公司不存在,首投年不等成立年;转载云启访谈仅为线索,尚未取得原始公司注册/合同/部署效果,不混存储Quantum及新能源昆腾。" + }, + { + "id": "CNFOLLOW-WORLDMIND-ACADEMIC", + "companyId": null, + "title": "寰宇报道所涉创始人原始大学履历", + "url": "https://cs.tongji.edu.cn/info/1065/3487.htm", + "publishedAt": null, + "accessedAt": "2026-10-31", + "kind": "政府/大学/机构原始资料及访问边界", + "summary": "同济原始教师页列任云帆副教授/博导、港大机器人博士及苏黎世大学博士后,自主无人机/世界模型等研究。", + "limitation": "该页不列WorldMind法律主体、成立日期、当前模型或公司收入;论文/大学算力/合作及个人任职不作企业技术独立验证,不能据此转为已关联新公司。" } ], "reviews": [ @@ -100587,6 +100642,34 @@ "ARRCHECK2-PEEC-PRESS" ], "handling": "作为商业模式初评:收入扩展可能来自容量和Agent用量而非席位,需核监测采样成本、追加credits占比、续订/折扣、企业期限与服务费。2500客户不证付费/全价,旧1000万下界不除以它生成ARPA;不将媒体供稿/招聘/Sacra估算当独立相互验证,仍不形成同期行业样本。" + }, + { + "id": "CNFOLLOW-R-INSTITUTION-REVENUE", + "type": "研究院预算、绩效目标与新企业收入归属", + "company": "合木智能待核候选", + "scope": "dataset", + "summary": "研究院财政建设预算、未完成绩效目标与独立孵化企业合同分开,研究机构技术/数据/客户不直接转入新公司。", + "evidenceIds": [ + "CNFOLLOW-HEMU-ECOSYSTEM", + "CNFOLLOW-HEMU-BUDGET", + "CNFOLLOW-HEMU-OLDINSTITUTE" + ], + "handling": "继续pending-year,不新增主公司/收入;预算600万/三年2000万不是软件营收,1000万技术服务合同为目标非实收更非ARR。新主体注册、知识产权/客户/合同转移和服务/硬件/软件净费待核。" + }, + { + "id": "CNFOLLOW-R-IDENTITY", + "type": "中文三项候选原始补查仍有缺项", + "company": "合木/昆腾动力/寰宇心生", + "scope": "dataset", + "summary": "取得研究院共建/政府机构与预算、云启部分名录、同济教师原始页;均不足以补齐三家新公司成立/主体。", + "evidenceIds": [ + "CNFOLLOW-HEMU-ECOSYSTEM", + "CNFOLLOW-HEMU-BUDGET", + "CNFOLLOW-HEMU-OLDINSTITUTE", + "CNFOLLOW-QUANTUM-INVEST", + "CNFOLLOW-WORLDMIND-ACADEMIC" + ], + "handling": "三项保留pending-year,已尝试不等已核实。部分投资名录缺席不能否定投资,个人论文/团队旧职不当公司技术/客户/营收,融资和新闻稿不作ARR;不借同名公司成立/财务填空。" } ], "coverage": { @@ -102104,9 +102187,12 @@ "status": "pending-year", "evidenceIds": [ "KR-HEMU", - "HEMU-REG-LEAD" + "HEMU-REG-LEAD", + "CNFOLLOW-HEMU-ECOSYSTEM", + "CNFOLLOW-HEMU-BUDGET", + "CNFOLLOW-HEMU-OLDINSTITUTE" ], - "note": "报道和第三方目录有2026年5月线索,仍缺公司/孵化方原始成立与旧研究项目主体边界;模具服务、硬件和软件须拆分,融资不当收入。" + "note": "报道和第三方目录有2026年5月线索,仍缺公司/孵化方原始成立与旧研究项目主体边界;模具服务、硬件和软件须拆分,融资不当收入。 后续原始研究院共建平台/政府2024机构记录及2025财政预算只能确认旧机构生态,不能代替新公司成立;600万拨款/三年2000万建设支持及1000万技术合同目标属于研究院预算,不是合木ARR。" }, { "id": "KR26B-02", @@ -102118,9 +102204,10 @@ "status": "pending-year", "evidenceIds": [ "KR-QUANTUM", - "QUANTUM-REG-LEAD" + "QUANTUM-REG-LEAD", + "CNFOLLOW-QUANTUM-INVEST" ], - "note": "报道与第三方目录有2026年线索,未取得公司或投资人原始成立资料;不与同名存储/新能源企业合并,旧任职团队及交易业务不继承。" + "note": "报道与第三方目录有2026年线索,未取得公司或投资人原始成立资料;不与同名存储/新能源企业合并,旧任职团队及交易业务不继承。 后续云启官网注明部分被投,可读页未列本公司不作未投资证据;首投年份非成立,仍待原始注册/公司/投资全文。" }, { "id": "KR26B-03", @@ -102131,9 +102218,10 @@ "profileStatus": "readable", "status": "pending-year", "evidenceIds": [ - "KR-WORLDMIND" + "KR-WORLDMIND", + "CNFOLLOW-WORLDMIND-ACADEMIC" ], - "note": "报道列2026年9月,原始登记和公司官网未取得;创始人论文、实验室成果、模型竞赛及融资须分别归属。" + "note": "报道列2026年9月,原始登记和公司官网未取得;创始人论文、实验室成果、模型竞赛及融资须分别归属。 后续同济教师原始页确认任云帆个人研究履历,但未列公司成立或产品;不把大学论文/资源/竞赛成绩直接归为公司实测或收入。" } ] }, diff --git a/content/research/ai-companies.sources.json b/content/research/ai-companies.sources.json index 30687bb..2d4c785 100644 --- a/content/research/ai-companies.sources.json +++ b/content/research/ai-companies.sources.json @@ -1,5 +1,5 @@ { - "version": "2026-10-31-arr-contracts-2", + "version": "2026-10-31-cn-followup-1", "scopeConfirmedAt": "2026-10-30", "acceptance": "以确认的公开来源清单为边界,逐条核对并标明缺项。", "provenance": "S01—S12恢复自已提交用户的《AI公司研究_来源与分类模板》来源清单;S13—S16单列后续已使用的补充证据渠道,不将使用次数当作全量覆盖。", @@ -2971,8 +2971,8 @@ "eu.36kr.com" ], "initialAccess": "安全检测,内容未核验", - "boundary": "此前首页安全检测仍保留;本轮4项定向检索及相关段落补查,3项据政府/公司/交易当事方资料关联、1项按原始登记归范围外。清析检索与直达正文不一致未确认关联,其他文章为平台发布/授权转载,不代表两年全量。 另登记合木、昆腾动力、寰宇心生3项报道相关段落,原始成立/主体留缺,未新增主公司表;不是全量。", - "nextCheck": "墨甲已由交易当事方原始公告补足2025成立及历史期间收入,母公司项目沿革和当前财务仍待核;继续补清析发现文章关联及未读正文,建两年公开文章台账,不绕过访问保护。 补本组三项公司/孵化/投资原始资料,避免融资与研究院、母体业绩归属混淆。", + "boundary": "此前首页安全检测仍保留;本轮4项定向检索及相关段落补查,3项据政府/公司/交易当事方资料关联、1项按原始登记归范围外。清析检索与直达正文不一致未确认关联,其他文章为平台发布/授权转载,不代表两年全量。 另登记合木、昆腾动力、寰宇心生3项报道相关段落,原始成立/主体留缺,未新增主公司表;不是全量。 三项待核后续补读研究院共建平台、滨海湾政府机构/预算、云启部分名录及同济教师原始页,补主体/资源归属限制;三项仍pending-year,无新增公司/收入。研究院财政拨款及服务合同目标、个人论文/旧履历不能归新企业。", + "nextCheck": "补三家原始法律登记/公司/孵化或投资全文;原始研究院预算/大学履历不足代替新主体成立,部分被投名录缺席不作负面结论。继续清析发现文章原文对应及两年公开文章台账,不绕过访问保护;技术项目/净软件合同与融资/财政资助/母体业务分列。", "limitation": "仅核具体相关段落,检索和直达差异、转载与原始披露分别记录。", "accessRecheckedAt": "2026-10-30" }, diff --git a/content/research/ai-income-analysis.json b/content/research/ai-income-analysis.json index 2e5e67b..3225964 100644 --- a/content/research/ai-income-analysis.json +++ b/content/research/ai-income-analysis.json @@ -1,5 +1,5 @@ { - "sourceVersion": "2026-10-31-arr-contracts-2", + "sourceVersion": "2026-10-31-cn-followup-1", "asOf": "2026-10-31", "metric": "platform-mrr-usd", "sampleUnit": "product-or-business",