research: audit 2026 energy roster and industrial revenue scope

2026-10-31 20:27:48 +08:00
parent 4269d05b2e
commit 91d4734763
5 changed files with 527 additions and 20 deletions
@@ -184,7 +184,7 @@ async function main() {
  const research = await researchResponse.json();
  assert.equal(research.companies.length, 1180);
  assert.equal(research.categories.length, 11);
-  assert.equal(research.evidence.length, 4191);
+  assert.equal(research.evidence.length, 4214);
  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, 1180);
-    assert.equal(initial.evidence.length, 4191);
+    assert.equal(initial.evidence.length, 4214);
    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, 83);
+  assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 85);
  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"]);
@@ -1,5 +1,5 @@
 {
-  "version": "2026-10-31-tc26-consumer-1",
+  "version": "2026-10-31-tc26-energy-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": [
@@ -90145,6 +90145,259 @@
      "kind": "官方/公司自述：2026消费组原始资料复核",
      "summary": "2026-10-20条款列YOPISAS、Rouen及RCS883377863，销售机器人及猫食。",
      "limitation": "登记号为公司条款自述未独立登记复核，股本不是营收；新Yomy品牌不重置旧YOPI主体成立。"
+    },
+    {
+      "id": "TC26ENE-ADDEN-1",
+      "companyId": null,
+      "title": "Adden当前电池原始官网",
+      "url": "http://AddenEnergy.com",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026能源组原始资料复核",
+      "summary": "Harvard衍生动态稳定电池，面向EV、机器人和数据中心等应用。",
+      "limitation": "性能/不燃/寿命为厂商主张未独立验证；电池/材料/授权及客户能源节省不是软件ARR。"
+    },
+    {
+      "id": "TC26ENE-ADDEN-2",
+      "companyId": null,
+      "title": "Adden原始公司年",
+      "url": "https://www.linkedin.com/company/adden-energy",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026能源组原始资料复核",
+      "summary": "同域公司自报2021、Harvardspinout及2—10范围。",
+      "limitation": "公司自述非独立注册；24关联账户不当精确团队，旧大学研究年非公司成立，AI应用不等AI模型产品。"
+    },
+    {
+      "id": "TC26ENE-CHARGE-1",
+      "companyId": null,
+      "title": "ChargeMate原始AI充电运营平台",
+      "url": "https://www.chargemate.ai",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026能源组原始资料复核",
+      "summary": "面向充电站司机问题排查、客服与网络运营，展示客户Logo及恢复充电场次。",
+      "limitation": "恢复充电款、运营方客服省工和解决率为厂商自述，不当自身营收或独立测试；未连接设备。"
+    },
+    {
+      "id": "TC26ENE-CHARGE-2",
+      "companyId": null,
+      "title": "ChargeMate原始公司年",
+      "url": "https://www.linkedin.com/company/chargemate-ai/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026能源组原始资料复核",
+      "summary": "同域公司自报2024、SF Bay Area及2—10范围。",
+      "limitation": "公司自报非独立登记；99%车型等覆盖/Logo不等收入或付费合同，客户能源销售非软件ARR。"
+    },
+    {
+      "id": "TC26ENE-CLIMA-1",
+      "companyId": null,
+      "title": "Climasel原始相变材料与访问差异",
+      "url": "https://climasel.info/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026能源组原始资料复核",
+      "summary": "直达网页无正文，原域搜索缓存及about/product描述相变材料吊顶/墙板储热，减少空调使用。",
+      "limitation": "自动相变不是AI证据；23%/25%/最高30%节能不同页面条件未核，不当独立测试或自身软件收入。"
+    },
+    {
+      "id": "TC26ENE-CLIMA-2",
+      "companyId": null,
+      "title": "Climasel原始公司年",
+      "url": "https://www.linkedin.com/company/climasel",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026能源组原始资料复核",
+      "summary": "原始公司页自报2019、Baku及2—10范围，Elmar/Aysel/Fatima团队和材料板业务对应原域缓存。",
+      "limitation": "自述非独立登记，英国联系地址不自动新集团年；客户节约5000美元/年不是企业ARR。"
+    },
+    {
+      "id": "TC26ENE-CUBE-1",
+      "companyId": null,
+      "title": "CubeNexus原名单访问缺项",
+      "url": "https://www.cubenexus.xyz",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026能源组原始资料复核",
+      "summary": "原名单网址网页工具不可访问。",
+      "limitation": "不当停业/零收入；商业交付依据另列原始同域公司页，不下载任何软件。"
+    },
+    {
+      "id": "TC26ENE-CUBE-2",
+      "companyId": null,
+      "title": "CubeNexus原始公司年与数据业务",
+      "url": "https://www.linkedin.com/company/cubenexus/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026能源组原始资料复核",
+      "summary": "同域公司自报2024、Tulsa及2—10范围，StevenBrandt等，空间/传感/时间序列整合并可供AI使用。",
+      "limitation": "自报非独立登记/性能验证；加速器/电力机构参与不等付费合同，空间数据价值和客户资产不是软件ARR。"
+    },
+    {
+      "id": "TC26ENE-DANU-1",
+      "companyId": null,
+      "title": "Danu原始公司时间线",
+      "url": "https://www.danuwater.com/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026能源组原始资料复核",
+      "summary": "官网列2025-01成立、KyraSedranskCampbell/JackLedingham及2026工业纸厂试点。",
+      "limitation": "2024离开学界不当精确公司年；60立方米/日现处理与400设计容量分列，95%回收/TRL为自报未独立验证。"
+    },
+    {
+      "id": "TC26ENE-DANU-2",
+      "companyId": null,
+      "title": "Danu原始技术与交付",
+      "url": "https://www.danuwater.com/technology/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026能源组原始资料复核",
+      "summary": "选择膜/电场移除离子，随入水变化调节，按场地交付预处理/控制/模块系统，试验/现场试点按需。",
+      "limitation": "自适应控制/多物理模型不自动机器学习；设备/现场工程/水资源节省与独立软件净费分开，无实际ARR。"
+    },
+    {
+      "id": "TC26ENE-DANU-3",
+      "companyId": null,
+      "title": "Danu英国原始登记",
+      "url": "https://find-and-update.company-information.service.gov.uk/company/16179774",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026能源组原始资料复核",
+      "summary": "DANUWATERLTD 16179774，2025-01-13注册，Sheffield，业务为设备安装和工业工程设计。",
+      "limitation": "登记证明公司字段不证明AI/合同或财务，官网同名与双董事另作对应；不读未提供财报金额。"
+    },
+    {
+      "id": "TC26ENE-DANU-4",
+      "companyId": null,
+      "title": "Danu英国董事原始对应",
+      "url": "https://find-and-update.company-information.service.gov.uk/company/16179774/officers",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026能源组原始资料复核",
+      "summary": "同登记的KyraLaurenSedranskCampbell及JackSamuelPeterLedingham两董事与官网团队相符。",
+      "limitation": "董事兼秘书的3职务记录非3个人/精确员工；公司身份核验不等产品效果、收入或独立AI技术验证。"
+    },
+    {
+      "id": "TC26ENE-GINNO-1",
+      "companyId": null,
+      "title": "GinnoLab原始主体/年份与材料交付",
+      "url": "https://www.ginnolab.com",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026能源组原始资料复核",
+      "summary": "官网列GinnoLabCoLtd、2021、YoonJinho及337-86-02146，主营防火/散热无机涂层、工业PoC。",
+      "limitation": "注册号为公司自述未独立登记；视频/研究合作/专利数量不证明本产品分类或独立效果，₩1.05T行业损失非收入，AI核心未见证据。"
+    },
+    {
+      "id": "TC26ENE-HELIX-1",
+      "companyId": null,
+      "title": "Helix当前原始电化学原料业务",
+      "url": "https://helixcarbon.co/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026能源组原始资料复核",
+      "summary": "官网简短描述以电化学给重工业供原料、关闭碳循环。",
+      "limitation": "页脚2026不是成立；化工原料、装置及工艺授权/硬件服务与净软件费分开，AI核心未见证据。"
+    },
+    {
+      "id": "TC26ENE-HELIX-2",
+      "companyId": null,
+      "title": "Helix原始MIT衍生目录缓存",
+      "url": "https://deshpande.mit.edu/spinouts/helix-carbon/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026能源组原始资料复核",
+      "summary": "MIT衍生公司目录缓存Year2024，模块化CO2转原料方案，同域反链；追溯2022研究项目。",
+      "limitation": "直达502/原始缓存可读分列；Year是衍生目录非精确注册，2022旧研究不直接当公司年；前大学研究不当独立商业测试。"
+    },
+    {
+      "id": "TC26ENE-LICUBE-1",
+      "companyId": null,
+      "title": "Licube原域访问与研究索引",
+      "url": "https://licube3.com",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026能源组原始资料复核",
+      "summary": "官网直达工具UnexpectedStatusCode；原域研究PDF索引可读，正文产品业务依公司页另列。",
+      "limitation": "不称完整PDF已读或独立商业效果验证，不以旧论文发表年重置公司年，访问失败不当停业。"
+    },
+    {
+      "id": "TC26ENE-LICUBE-2",
+      "companyId": null,
+      "title": "Licube原始公司年与试产",
+      "url": "https://www.linkedin.com/company/licube",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026能源组原始资料复核",
+      "summary": "同域公司自报2024、Houston及2—10范围，电渗析提纯锂及美日试产/可供样品。",
+      "limitation": "公司自述非独立登记；纯度/速度未独立实测，全球投资承诺、样品量和化学品销售不是软件ARR。"
+    },
+    {
+      "id": "TC26ENE-LNK-1",
+      "companyId": null,
+      "title": "LNK原始释氢装置与团队",
+      "url": "https://lnkenergies.com/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026能源组原始资料复核",
+      "summary": "SayandeepBiswas/AlexisHuynh团队，由LOHC经HRU按需释氢，MIT研究转重型运输动力设备。",
+      "limitation": "2023研究与2025公司衍生分列；专利/低成本主张不证明AI，柴油市场规模/排碳减少/客户燃料费不是自身软件收入。"
+    },
+    {
+      "id": "TC26ENE-LNK-2",
+      "companyId": null,
+      "title": "LNK原始孵化机构名录",
+      "url": "https://greentown.org/members/lnk-energies",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026能源组原始资料复核",
+      "summary": "GreentownBoston会员原始资料列Founded2025，反链lnkenergies.com及CEOSayandeepBiswas。",
+      "limitation": "机构资料非独立法律登记；会员/加速和氢能研发非AI产品证明，不混印度LNKGreenEnergy或lnk.energy。"
+    },
+    {
+      "id": "TC26ENE-NOBLE-1",
+      "companyId": null,
+      "title": "Noble当前断路器和App",
+      "url": "https://noblecarbon.io",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026能源组原始资料复核",
+      "summary": "官网提供改装智能断路器及按回路监控/控制电力App、预约入口。",
+      "limitation": "安全、性能与节约为厂商描述未独立验证；监控/优化不单独证明AI核心，硬件安装与软件净费分开。"
+    },
+    {
+      "id": "TC26ENE-NOBLE-2",
+      "companyId": null,
+      "title": "Noble原始公司年",
+      "url": "https://www.linkedin.com/company/noble-carbon",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026能源组原始资料复核",
+      "summary": "同域公司自报2023、Pittsfield及2—10范围，MegDelaney/JaredLebos等对应。",
+      "limitation": "公司自报非独立登记；电力公司激励、客户账单/储能交易及关联账户不当本公司软件ARR或精确员工。"
+    },
+    {
+      "id": "TC26ENE-PETRA-1",
+      "companyId": null,
+      "title": "Petra当前发电设备原始官网",
+      "url": "https://www.PetraPower.com",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026能源组原始资料复核",
+      "summary": "官网面向数据中心/工业/备用发电、燃料适应及效率，原域跳petrapower.com。",
+      "limitation": "100GW标题/燃料节约和up-time为市场/厂商主张，不当已售容量/收入或独立工程验证；AI客户应用非AI核心。"
+    },
+    {
+      "id": "TC26ENE-PETRA-2",
+      "companyId": null,
+      "title": "Petra原始公司年",
+      "url": "https://www.linkedin.com/company/petra-power-llc",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026能源组原始资料复核",
+      "summary": "同域公司自报2017、SolonOhio及11—50范围，固体氧化物发电/电解技术。",
+      "limitation": "自述非独立注册；设备/装置服务/发电收入与软件费分开，专利/客户燃料成本降低不当ARR。"
    }
  ],
  "reviews": [
@@ -97643,6 +97896,52 @@
        "TC26CON-YOPI-3"
      ],
      "handling": "原www不可读/根域可读及外壳/原始搜索缓存分列。Prolo名单Inc与CGTechnologyCorp、Hotline与ShaysReflections、Yopi/Yomy对应保留边界，不混同名老企业。收购/参赛/政策/产品发布不替成立；具名128登记/73待登记，原空锚1待核，全部来源未完成。"
+    },
+    {
+      "id": "TC26ENE-R-REVENUE",
+      "type": "能源材料、工业装置与客户节省边界",
+      "company": "2026能源清洁技术11项",
+      "scope": "dataset",
+      "summary": "电池/涂层/相变板/高纯锂、碳转化原料、释氢/发电装置、安装工程/维修与软件净费分列；充电客户恢复收入不作ChargeMate收入。",
+      "evidenceIds": [
+        "TC26ENE-ADDEN-1",
+        "TC26ENE-CHARGE-1",
+        "TC26ENE-CLIMA-1",
+        "TC26ENE-CUBE-1",
+        "TC26ENE-DANU-1",
+        "TC26ENE-GINNO-1",
+        "TC26ENE-HELIX-1",
+        "TC26ENE-LICUBE-1",
+        "TC26ENE-LNK-1",
+        "TC26ENE-NOBLE-1",
+        "TC26ENE-PETRA-1",
+        "TC26ENE-DANU-2"
+      ],
+      "handling": "无收入观测新增。客户节水/电费/燃料节约、行业损失、处理流量/设计容量、发电市场GW、融资/投资承诺与真实营收不同；一次设备工程和持续服务/软件合同需分别核实，材料试产不等经常订阅。"
+    },
+    {
+      "id": "TC26ENE-R-ROSTER",
+      "type": "2026能源11项旧年与AI缺项",
+      "company": "2026总入口具名201URL",
+      "scope": "dataset",
+      "summary": "Adden2021/ChargeMate2024/Climasel2019/CubeNexus2024/Ginno2021/HelixMIT2024/Licube2024/Noble2023/Petra2017暂范围外；Danu2025英国登记/双创始人及LNK孵化机构2025对应但AI核心待核。",
+      "evidenceIds": [
+        "TC26AG-INDEX",
+        "TC26ENE-ADDEN-2",
+        "TC26ENE-CHARGE-2",
+        "TC26ENE-CLIMA-2",
+        "TC26ENE-CUBE-2",
+        "TC26ENE-DANU-2",
+        "TC26ENE-HELIX-2",
+        "TC26ENE-LICUBE-2",
+        "TC26ENE-LNK-2",
+        "TC26ENE-NOBLE-2",
+        "TC26ENE-PETRA-2",
+        "TC26ENE-DANU-3",
+        "TC26ENE-DANU-4",
+        "TC26ENE-GINNO-1"
+      ],
+      "handling": "自动控制/相变/电化学、供电AI设备及多物理模型不自动机器学习；新应用/参赛不重置成立，原始缓存与直达失败分列。具名139登记/62待登记及Nunatak空锚待核，全部来源未完成。"
    }
  ],
  "coverage": {
@@ -108585,6 +108884,182 @@
          ]
        }
      ]
+    },
+    {
+      "id": "TC-2026-battlefield-energy-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能源清洁技术11原网址逐项核对：9旧年/衍生公司暂范围外，Danu/LNK2025但AI核心待核，无新增主公司/收入。具名139登记/62待登记。",
+      "complete": false,
+      "records": [
+        {
+          "id": "TC26-ENE-ADDEN",
+          "name": "Adden Energy",
+          "url": "http://AddenEnergy.com",
+          "categoryId": "C10",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "outside-cohort",
+          "note": "公司自报2021暂范围外，固态电池供应/授权不自动AI主营；为AI设备供电与自身AI核心分开。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26ENE-ADDEN-1",
+            "TC26ENE-ADDEN-2"
+          ]
+        },
+        {
+          "id": "TC26-ENE-CHARGE",
+          "name": "ChargeMate",
+          "url": "https://www.chargemate.ai",
+          "categoryId": "C07",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "outside-cohort",
+          "note": "公司自报2024暂范围外，AI充电客服/运营归C07；找回客户充电收入与自身软件费分开。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26ENE-CHARGE-1",
+            "TC26ENE-CHARGE-2"
+          ]
+        },
+        {
+          "id": "TC26-ENE-CLIMA",
+          "name": "Climasel Ltd.",
+          "url": "https://climasel.info/",
+          "categoryId": "C10",
+          "kind": "company",
+          "profileStatus": "unavailable",
+          "status": "outside-cohort",
+          "note": "原始公司2019暂范围外，相变材料板供货/安装及AI核心缺项分开，不由2026加速项目重置年。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26ENE-CLIMA-1",
+            "TC26ENE-CLIMA-2"
+          ]
+        },
+        {
+          "id": "TC26-ENE-CUBE",
+          "name": "CubeNexus",
+          "url": "https://www.cubenexus.xyz",
+          "categoryId": "C02",
+          "kind": "company",
+          "profileStatus": "unavailable",
+          "status": "outside-cohort",
+          "note": "同域公司2024暂范围外；空间/时间序列数据软件暂C02，原域访问失败与原始公司缓存分列。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26ENE-CUBE-1",
+            "TC26ENE-CUBE-2"
+          ]
+        },
+        {
+          "id": "TC26-ENE-DANU",
+          "name": "Danu Water",
+          "url": "https://www.danuwater.com/",
+          "categoryId": "C10",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "pending-ai",
+          "note": "官网2025及英国登记2025-01-13/双创始人对应；自适应电膜水处理明确，但AI核心未见原始证明，暂候选不入AI主表。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26ENE-DANU-1",
+            "TC26ENE-DANU-2",
+            "TC26ENE-DANU-3",
+            "TC26ENE-DANU-4"
+          ]
+        },
+        {
+          "id": "TC26-ENE-GINNO",
+          "name": "GinnoLab",
+          "url": "https://www.ginnolab.com",
+          "categoryId": "C10",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "outside-cohort",
+          "note": "官网明确2021及韩国主体暂范围外，石墨烯/纳米陶瓷涂层与AI业务分开，材料PoC不作SaaS。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26ENE-GINNO-1"
+          ]
+        },
+        {
+          "id": "TC26-ENE-HELIX",
+          "name": "Helix Carbon",
+          "url": "https://helixcarbon.co/",
+          "categoryId": "C10",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "outside-cohort",
+          "note": "MIT原始衍生目录Year2024暂范围外，与2022研究项目分列；不混德国1990螺旋桨HelixCarbonGmbH。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26ENE-HELIX-1",
+            "TC26ENE-HELIX-2"
+          ]
+        },
+        {
+          "id": "TC26-ENE-LICUBE",
+          "name": "Licube, Inc.",
+          "url": "https://licube3.com",
+          "categoryId": "C10",
+          "kind": "company",
+          "profileStatus": "unavailable",
+          "status": "outside-cohort",
+          "note": "同域公司2024暂范围外，电渗析高纯锂试产；大学研究和材料样品不是AI软件或已实现ARR。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26ENE-LICUBE-1",
+            "TC26ENE-LICUBE-2"
+          ]
+        },
+        {
+          "id": "TC26-ENE-LNK",
+          "name": "LNK Energies",
+          "url": "https://lnkenergies.com/",
+          "categoryId": "C10",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "pending-ai",
+          "note": "Greentown原始名录2025成立，同域/CEO对应；LOHC释氢动力装置明确、AI主营缺，暂候选不入主表。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26ENE-LNK-1",
+            "TC26ENE-LNK-2"
+          ]
+        },
+        {
+          "id": "TC26-ENE-NOBLE",
+          "name": "Noble Carbon",
+          "url": "https://noblecarbon.io",
+          "categoryId": "C10",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "outside-cohort",
+          "note": "原始公司2023暂范围外；智能断路器/能耗监控与独立软件收入分列，不把碳/电力交易或省电当ARR。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26ENE-NOBLE-1",
+            "TC26ENE-NOBLE-2"
+          ]
+        },
+        {
+          "id": "TC26-ENE-PETRA",
+          "name": "Petra Power",
+          "url": "https://www.PetraPower.com",
+          "categoryId": "C10",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "outside-cohort",
+          "note": "同域公司2017暂范围外；固体氧化物发电面向数据中心不自动AI企业，不混其他国家2025同名太阳能公司。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26ENE-PETRA-1",
+            "TC26ENE-PETRA-2"
+          ]
+        }
+      ]
    }
  ],
  "directoryRechecks": [
@@ -1,5 +1,5 @@
 {
-  "sourceVersion": "2026-10-31-tc26-consumer-1",
+  "sourceVersion": "2026-10-31-tc26-energy-1",
  "asOf": "2026-10-31",
  "metric": "platform-mrr-usd",
  "sampleUnit": "product-or-business",