research: audit 2026 manufacturing roster and delivery gaps

apps/docs/scripts/auth-cli.ts

@@ -182,9 +182,9 @@ async function main() {
   assert.equal(researchResponse.status, 200, "authenticated research API");
   assert.ok(researchResponse.headers.get("cache-control")?.includes("no-store"));
   const research = await researchResponse.json();
-  assert.equal(research.companies.length, 1182);
+  assert.equal(research.companies.length, 1183);
   assert.equal(research.categories.length, 11);
-  assert.equal(research.evidence.length, 4240);
+  assert.equal(research.evidence.length, 4268);
   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 });

apps/docs/tests/research.test.ts

@@ -47,8 +47,8 @@ test("research revisions share the authentication database and preserve replay l
     for (let i = 0; i < 20; i++) consumeCode(config, "invalid");
     assert.equal(consumeCode(config, "invalid"), "limited");
     const initial = readResearchSnapshot();
-    assert.equal(initial.companies.length, 1182);
-    assert.equal(initial.evidence.length, 4240);
+    assert.equal(initial.companies.length, 1183);
+    assert.equal(initial.evidence.length, 4268);
     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, 87);
+  assert.equal(snapshot.reviews.filter((r) => r.scope === "dataset").length, 89);
   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"]);
@@ -109,11 +109,11 @@ test("reviews link explicit companies without turning global or excluded cases i
 test("disclosure counts exclude client income, biographies, targets and duplicate milestones", () => {
   const snapshot = seed as ResearchSnapshot;
   const summary = categorySummary(snapshot);
-  assert.equal(summary.reduce((n, c) => n + c.count, 0), 1182);
+  assert.equal(summary.reduce((n, c) => n + c.count, 0), 1183);
   assert.equal(summary.reduce((n, c) => n + c.self, 0), 58);
   assert.equal(summary.reduce((n, c) => n + c.estimate, 0), 2);
   assert.equal(summary.reduce((n, c) => n + c.platform, 0), 19);
-  assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1103);
+  assert.equal(summary.reduce((n, c) => n + c.unknown, 0), 1104);
   assert.equal(snapshot.companies.find((c) => c.name === "Rork")?.revenueStatus, "unknown");
   assert.equal(snapshot.companies.find((c) => c.name === "Result")?.revenueStatus, "unknown");
   assert.ok(snapshot.observations.filter((o) => o.selection === "signal").every((o) => o.scope === "公司整体"));
@@ -148,7 +148,7 @@ test("service run rates, legacy freight revenue and paid adoption do not become
 
 test("technical reviews keep accessible materials separate from tested capabilities", () => {
   const snapshot = structuredClone(seed) as ResearchSnapshot;
-  assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 167);
+  assert.equal(snapshot.companies.filter((c) => c.technicalReview).length, 168);
   assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "public-artifact").length, 24);
   assert.equal(snapshot.companies.filter((c) => c.technicalReview?.level === "independent-test").length, 1);
   assert.equal(snapshot.companies.find((c) => c.id === "AI051")?.revenueStatus, "unknown");
@@ -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, 115);
+  assert.equal(snapshot.candidateBatches!.flatMap((b) => b.records).filter((r) => r.status === "pending-year").length, 117);
 });
 
 test("product pivots and founder histories do not become new company years or current revenue", () => {

content/research/ai-companies.seed.json

@@ -1,5 +1,5 @@
 {
-  "version": "2026-10-31-tc26-space-1",
+  "version": "2026-10-31-tc26-manufacturing-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": [
@@ -37003,6 +37003,49 @@
           "TC26SPACE-XORBITA-3"
         ]
       }
+    },
+    {
+      "id": "TC-NIOBIA",
+      "name": "Niobia AI",
+      "url": "https://niobia.ai",
+      "channel": "S02",
+      "cat": "C07",
+      "year": 2025,
+      "team": null,
+      "location": "San Francisco, California（公司自述）",
+      "business": "材料/制造过程AI分析、失效根因与研发/生产工作流。",
+      "buyer": "材料研究员、工艺工程师、制造/研发实验室及企业生产团队",
+      "delivery": "在线AI分析/LabOS/数据管理，个人共享云、团队多租户、专属/自有环境及设备端Edge；企业整合需商谈。",
+      "notes": "公司自报2025，BatLabs改名Niobia同业务沿革；制造/材料失效分析专业AI归C07，独立登记/效果和收入缺。",
+      "cohort": "2025（同域公司自报，非独立登记）",
+      "teamBasis": "公司2—10范围，列名成员/关联账户非全部员工，不取中点。",
+      "price": "免费5credits/月；个人原$20/月20credits，团队原$200/席/月200credits；专属/定制询价。未核币种，不补USD。",
+      "stage": "官网可用/早期企业整合自报；实际合同金额、经常性和独立效果未核",
+      "sourceType": "竞赛发现、公司/条款/定价原始资料",
+      "evidenceIds": [
+        "TC26AG-INDEX",
+        "TC26MF-NIOBIA-1",
+        "TC26MF-NIOBIA-2",
+        "TC26MF-NIOBIA-3",
+        "TC26MF-NIOBIA-4",
+        "TC26MF-NIOBIA-5"
+      ],
+      "revenueStatus": "unknown",
+      "businessModel": "个人/企业订阅及credit，私有部署/设备端软件和定制整合；工程人工与软件经常净费分列。",
+      "entityBasis": "NiobiaAIInc条款及同域公司自报2025，BatLabsAI原始改名记录保留；法律登记未独立核实。",
+      "classificationBasis": "人工复核：实际交付为材料/制造专业分析和操作工作流，归C07；附托管数据库不是核心通用基础设施。",
+      "technicalReview": {
+        "level": "description",
+        "reviewedAt": "2026-10-31",
+        "summary": "50倍诊断、产线案例、模型及安全控制均厂商描述；明确无SOC2TypeII/ISO27001，不当已认证；未独立测试/上传生产数据或写入设备。",
+        "evidenceIds": [
+          "TC26MF-NIOBIA-1",
+          "TC26MF-NIOBIA-2",
+          "TC26MF-NIOBIA-3",
+          "TC26MF-NIOBIA-4",
+          "TC26MF-NIOBIA-5"
+        ]
+      }
     }
   ],
   "observations": [
@@ -90762,6 +90805,314 @@
       "kind": "官方/公司自述：2026航天防务组原始资料复核",
       "summary": "2025-12-11MarketersMEDIA新闻稿，由Minh/John描述AI在轨碎片感知及AnalyticalPlanningStack建议，计划政府研发与商业避碰形成循环。",
       "limitation": "新闻稿非媒体独立技术/财务核验，部署措辞与研发阶段/当前方向分列，不称星座实测完成；政府研发/传感器与商业许可实际合同均待核。"
+    },
+    {
+      "id": "TC26MF-AIRS-1",
+      "companyId": null,
+      "title": "AIRS原始边缘AI官网",
+      "url": "https://airsml.co.uk/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026制造工业组原始资料复核",
+      "summary": "压缩感知/实时资产监控的edgeAI和预约入口。",
+      "limitation": "Logo/项目伙伴不证明合同/实际收入，压缩/预测性能未独立测试，未连接工业系统。"
+    },
+    {
+      "id": "TC26MF-AIRS-2",
+      "companyId": null,
+      "title": "AIRS原始公司年与行业基准",
+      "url": "https://www.linkedin.com/company/airs-ml/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026制造工业组原始资料复核",
+      "summary": "同域公司自报2023、London及2—10范围，预测设备故障/本地传感处理，Techstars2024。",
+      "limitation": "公司自述非独立注册；引用PwC预测维护12%省费/9%uptime等为行业基准不是自身产品实测或自身收入。"
+    },
+    {
+      "id": "TC26MF-ARGOS-1",
+      "companyId": null,
+      "title": "ArgosVision原始机器人感知",
+      "url": "https://argosvision.com/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026制造工业组原始资料复核",
+      "summary": "官网描述广角全景3D机器人视觉传感与处理。",
+      "limitation": "准确率/实时性能未经独立验证；传感硬件、驱动/SDK及整合与净软件费分开。"
+    },
+    {
+      "id": "TC26MF-ARGOS-2",
+      "companyId": null,
+      "title": "ArgosVision原始公司年",
+      "url": "https://www.linkedin.com/company/argosvision/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026制造工业组原始资料复核",
+      "summary": "同域公司自报2020、Seoul及2—10范围，KiYeongPark等与韩国机器人感知相符。",
+      "limitation": "自述非独立注册；关联账户不当精确人数，不混ArgosVisionSystems/argosvs.com。"
+    },
+    {
+      "id": "TC26MF-BIOROOM-1",
+      "companyId": null,
+      "title": "Bioroom原始材料与链接差异",
+      "url": "https://www.bioroom.kr/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026制造工业组原始资料复核",
+      "summary": "原带时间参数网址工具不可用，根域可读；JuYoungSong及708-81-03245，Myrofoam菌丝可降解包装。",
+      "limitation": "注册号为自报非独立登记；材料/生产工艺不自动AI，供应/原料与软件费分开，未实测降解。"
+    },
+    {
+      "id": "TC26MF-BIOROOM-2",
+      "companyId": null,
+      "title": "Bioroom原域成立缓存与展商资料",
+      "url": "https://www.bioroom.kr/shop_contents/myboard_read.htm?h_search_c=0&idx=1108276&myboard_code=notice&page=1&page_idx=0&page_limit=10",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026制造工业组原始资料复核",
+      "summary": "原域站内报道缓存称2024成立；2026ENTECH公司提交资料称MoorimPoC及年采购1.2亿韩元以上LOI。",
+      "limitation": "直达报道/展商路径当前失败与缓存分列；LOI非已履行采购，更非软件ARR；厂商测试认证描述未读原始完整报告。"
+    },
+    {
+      "id": "TC26MF-CIT-1",
+      "companyId": null,
+      "title": "CIT原域材料产品与跳转",
+      "url": "http://www.globalcit.co.kr",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026制造工业组原始资料复核",
+      "summary": "原域跳englobalcit.imweb.me，提供单晶金属/ASE工艺、透明天线/半导体玻璃基板等。",
+      "limitation": "材料制程/设备非自动AI核心；工业论文/Logo不当本产品独立测试，材料货款与净软件费分开。"
+    },
+    {
+      "id": "TC26MF-CIT-2",
+      "companyId": null,
+      "title": "CIT原始官网旧成立声明",
+      "url": "https://globalcit.co.kr/news/?bmode=view&idx=156326230&q=YToxOntzOjEyOiJrZXl3b3JkX3R5cGUiO3M6MzoiYWxsIjt9&t=board",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026制造工业组原始资料复核",
+      "summary": "原域新闻自报2023成立，SeungJeong为CEO，MWC2025展示ASE材料。",
+      "limitation": "官网转载宣传非独立登记/财务验证，节电/减排/未来数据中心用量预测非自身ARR，二手屏蔽财务字段不当零收入。"
+    },
+    {
+      "id": "TC26MF-DANUROBOT-1",
+      "companyId": null,
+      "title": "DanuRobotics原始产品和开发沿革",
+      "url": "https://www.danurobotics.com/about",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026制造工业组原始资料复核",
+      "summary": "XiaoyanAmyMa团队AI垃圾分拣机器人，公司称2024启动系统、2025-01向开发伙伴交付首批。",
+      "limitation": "交付自述不是可核收入，机器人/视觉系统/运维与软件净费分开；性能和回收纯度未独立验证。"
+    },
+    {
+      "id": "TC26MF-DANUROBOT-2",
+      "companyId": null,
+      "title": "DanuRobotics原始创业机构成立年",
+      "url": "https://www.convergechallenge.com/danu-robotics-2/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026制造工业组原始资料复核",
+      "summary": "Converge原始2024资料称AmyMa2020创办，2022项目决赛及同域对应。",
+      "limitation": "机构资料非精确注册核验，新机器交付不重置年；资助/融资与设备/软件合同收入不同。"
+    },
+    {
+      "id": "TC26MF-INDNEXT-1",
+      "companyId": null,
+      "title": "IndustrialNext当前原始工位平台",
+      "url": "https://industrialnext.ai/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026制造工业组原始资料复核",
+      "summary": "AI驱动机器人工作单元，以模拟/示范学新技能，宣称99.9%首遍任务完成率及小时级换型。",
+      "limitation": "厂商性能/部署、试点与投资Logo混列不作独立测试或全为付费客户；硬件/集成和软件订阅分开。"
+    },
+    {
+      "id": "TC26MF-INDNEXT-2",
+      "companyId": null,
+      "title": "IndustrialNext原始公司年",
+      "url": "https://www.linkedin.com/company/industrial-next",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026制造工业组原始资料复核",
+      "summary": "同域公司自报2021、SanFrancisco及11—50范围，YCW22。",
+      "limitation": "公司自述非独立注册，YC批次不是成立年；前Tesla/Waymo等履历/营收不继承，15账户不当精确员工。"
+    },
+    {
+      "id": "TC26MF-MUI-1",
+      "companyId": null,
+      "title": "MUI当前原始电子鼻平台",
+      "url": "https://www.mui-robotics.com/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026制造工业组原始资料复核",
+      "summary": "官网描述气味传感、SensoryAI和环境/工业监测，当前about溯源Mahidol16年研究。",
+      "limitation": "研究年限不是公司成立，设备/气味检测与软件授权净费分开；客户总数/Logo非独立收入/技术验证。"
+    },
+    {
+      "id": "TC26MF-MUI-2",
+      "companyId": null,
+      "title": "MUI原始范围前新闻及旧候选对应",
+      "url": "https://mui-robotics.asia/ข่าวสารและกิจกรรม/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026制造工业组原始资料复核",
+      "summary": "原2025补查已保存MUI同域/反链映射；旧官网新闻可见2024活动/展会，同团队电子鼻业务。",
+      "limitation": "不据第三方2021/2023差异选精确注册；保留TC25-AG-MUI与原始发现，不将不同名单重复登记当独立公司；新总部不重置旧年。"
+    },
+    {
+      "id": "TC26MF-NEXTERITY-1",
+      "companyId": null,
+      "title": "Nexterity原域访问缺项",
+      "url": "https://nexterity.tech",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026制造工业组原始资料复核",
+      "summary": "网页工具直达超时；产品内容依同域原始公司页另列。",
+      "limitation": "超时不当停业或零收入，未连接管线/机器人，安全/效率不作独立核验。"
+    },
+    {
+      "id": "TC26MF-NEXTERITY-2",
+      "companyId": null,
+      "title": "Nexterity原始公司年及交付",
+      "url": "https://www.linkedin.com/company/nexterity-inc",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026制造工业组原始资料复核",
+      "summary": "公司自报2024、Nutley及2—10范围，LindseyElliott团队，人工在环远控拆装管道法兰/螺栓。",
+      "limitation": "8倍速度/扭矩±10ftlbs为厂商描述非独立测试，投资5万美元不是收入；硬件/现场维护与软件净费分列。"
+    },
+    {
+      "id": "TC26MF-NIOBIA-1",
+      "companyId": "TC-NIOBIA",
+      "title": "Niobia当前原始制造AI工作流",
+      "url": "https://niobia.ai",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026制造工业组原始资料复核",
+      "summary": "材料/工艺失效诊断AI，提供LabOS/ManagedDatabase/EdgeAI，按仪器数据和工程问题分析。",
+      "limitation": "50倍提速、企业集成和案例为厂商描述未独立实测，未上传工厂数据/运行分析。"
+    },
+    {
+      "id": "TC26MF-NIOBIA-2",
+      "companyId": "TC-NIOBIA",
+      "title": "Niobia原始公司年与品牌沿革",
+      "url": "https://www.linkedin.com/company/niobia-ai",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026制造工业组原始资料复核",
+      "summary": "同域公司自报2025、SanFrancisco及2—10范围，GauravJha/ArabindaBehera等，原BatLabsAI改名。",
+      "limitation": "公司自报非独立登记，新名不重置成立；一次产线示例/免费使用非可核付费数或独立横测。"
+    },
+    {
+      "id": "TC26MF-NIOBIA-3",
+      "companyId": "TC-NIOBIA",
+      "title": "Niobia原始月费与部署分层",
+      "url": "https://niobia.ai/pricing",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026制造工业组原始资料复核",
+      "summary": "个人免费/原$20月费20credits；Professional原$200每席每月200credits；专属租户、独立Edge和定制整合询价。",
+      "limitation": "原$未明确币种不补USD，credit不是现金/实际营收；无长期锁定要求不证明合同经常性，标价不当已实现ARR。"
+    },
+    {
+      "id": "TC26MF-NIOBIA-4",
+      "companyId": "TC-NIOBIA",
+      "title": "Niobia原始数据边界与认证缺项",
+      "url": "https://niobia.ai/security",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026制造工业组原始资料复核",
+      "summary": "个人共享方案数据可改善自家Agent，Professional仅使用数据，专属/定制不训练；Edge建议需人工批准，明确尚无SOC2TypeII/ISO27001。",
+      "limitation": "公司政策非独立安全审计；公司简介SOC2architecture不作已认证，不将个人/企业数据训练边界混为一条，未执行设备写入。"
+    },
+    {
+      "id": "TC26MF-NIOBIA-5",
+      "companyId": "TC-NIOBIA",
+      "title": "Niobia原始条款主体",
+      "url": "https://niobia.ai/terms",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026制造工业组原始资料复核",
+      "summary": "2026-10-13条款列NiobiaAIInc，实际价/订阅依订单，输出须专家核验及beta限制。",
+      "limitation": "条款年不替2025公司自报成立；私有集成/工程人工与软件净费分列，无已核ARR/合同金额。"
+    },
+    {
+      "id": "TC26MF-ORTEX-1",
+      "companyId": null,
+      "title": "Ortex原名单对应Owanga实物站点",
+      "url": "https://www.owangasolar.com/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026制造工业组原始资料复核",
+      "summary": "原网址显示OwangaSolar便携储能，LiFePO4、180000mAh/300W等参数，原$300购买入口。",
+      "limitation": "Ortex与Owanga别名沿革未确认，不另推独立公司；电池/供电不是AI证明，原$币种未核不补USD，容量单位和峰值功率非ARR。"
+    },
+    {
+      "id": "TC26MF-ORTEX-2",
+      "companyId": null,
+      "title": "Owanga原始公司同域身份",
+      "url": "https://www.linkedin.com/company/owanga-solar/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026制造工业组原始资料复核",
+      "summary": "同域公司页为OwangaSolar、Kinshasa及2—10范围，向刚果家庭/企业供能源，无可读Founded。",
+      "limitation": "旧创始人/机构Owanga业务虽有范围前线索，未证明Ortex新别名关系；设备租赁/电力服务即便持续收费也非软件ARR。"
+    },
+    {
+      "id": "TC26MF-PLANCK-1",
+      "companyId": null,
+      "title": "Planck当前原始光刻设备",
+      "url": "https://www.planck.co.kr",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026制造工业组原始资料复核",
+      "summary": "研究/工业用显微镜无掩模光刻与立体光刻设备，可询价。",
+      "limitation": "DLP/数字微镜图案不自动AI；设备价格/科研采用/论文不当软件ARR，未操作仪器。"
+    },
+    {
+      "id": "TC26MF-PLANCK-2",
+      "companyId": null,
+      "title": "Planck原始成立日期",
+      "url": "https://www.planck.co.kr/company",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026制造工业组原始资料复核",
+      "summary": "官网称SeokbeomAugustineKim创办PlancklabInc，2025-07-01成立、2026-01-29种子融资。",
+      "limitation": "公司自述非独立注册，融资/KOICA支持与产品收入分开，不混其他Planck保险/物理公司。"
+    },
+    {
+      "id": "TC26MF-PLANCK-3",
+      "companyId": null,
+      "title": "Planck原始AI路线图",
+      "url": "https://kr.linkedin.com/company/plancklab",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026制造工业组原始资料复核",
+      "summary": "同域公司2025及2—10范围；原帖列TrueUniform光照、TrueShape预补偿、TrueDose曝光三项AI功能wearedeveloping。",
+      "limitation": "研发非已量产/已验证AI，宣传片AI配音非产品AI核心，前大学设备/论文沿革和实际合同仍缺。"
+    },
+    {
+      "id": "TC26MF-STRUC-1",
+      "companyId": null,
+      "title": "Strucmedica当前原始结构诊断",
+      "url": "https://www.strucmedica.com/",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026制造工业组原始资料复核",
+      "summary": "非侵入传感器结合AI评估混凝土耐久性/碳足迹、生成诊断和建议。",
+      "limitation": "专利/伙伴/试点并列非独立工程验证或全部付费客户；现场测量/报告/设备与软件经常费分开。"
+    },
+    {
+      "id": "TC26MF-STRUC-2",
+      "companyId": null,
+      "title": "Strucmedica原始公司缺年",
+      "url": "https://www.linkedin.com/company/strucmedica",
+      "publishedAt": null,
+      "accessedAt": "2026-10-31",
+      "kind": "官方/公司自述：2026制造工业组原始资料复核",
+      "summary": "同域公司页Paris及2—10范围，OuijdaneQacami相关AI混凝土解释/StationF记录，无可读Founded。",
+      "limitation": "加入孵化器/研究或媒体2025说法不替原始注册，原始法国登记尚未读；不将建筑资产价值/客户节约当ARR。"
     }
   ],
   "reviews": [
@@ -98351,6 +98702,56 @@
         "TC26SPACE-XORBITA-2"
       ],
       "handling": "新闻稿/机构或厂商资料不当独立产品验证；原始域名失败/根域可读、旧航材/空中交通与当前业务分别记。量产/飞行/资产配置图/SDK路线图不能混已交付，网站参考渲染不作实物。具名150登记/51待登记及Nunatak空锚待核，全部来源未完成。"
+    },
+    {
+      "id": "TC26MF-R-REVENUE",
+      "type": "制造设备、材料采购意向与软件订阅",
+      "company": "2026制造工业12项",
+      "scope": "dataset",
+      "summary": "传感/机器人/材料涂镀/包装/光刻/储能设备、现场工程/检测与软件净费分列；Niobia个人/团队订阅和私有集成拆分。",
+      "evidenceIds": [
+        "TC26MF-AIRS-1",
+        "TC26MF-ARGOS-1",
+        "TC26MF-BIOROOM-1",
+        "TC26MF-CIT-1",
+        "TC26MF-DANUROBOT-1",
+        "TC26MF-INDNEXT-1",
+        "TC26MF-MUI-1",
+        "TC26MF-NEXTERITY-1",
+        "TC26MF-NIOBIA-1",
+        "TC26MF-ORTEX-1",
+        "TC26MF-PLANCK-1",
+        "TC26MF-STRUC-1",
+        "TC26MF-BIOROOM-2",
+        "TC26MF-NIOBIA-3"
+      ],
+      "handling": "无收入观测。Bioroom1.2亿韩元年采购LOI非已履约或软件ARR；Niobia原$20/200标价/credits不推实收币种或收入，客户省工/PwC行业基准、融资/旧雇主业务/学术研究不继承。"
+    },
+    {
+      "id": "TC26MF-R-ROSTER",
+      "type": "2026制造12项旧年、别名和AI路线图",
+      "company": "2026总入口具名201URL",
+      "scope": "dataset",
+      "summary": "8旧年暂范围外；Niobia2025公司/条款对应与BatLabs改名关联，Ortex原链接为Owanga别名未核、Strucmedica主体/年缺；Planck2025但AI三项开发中。",
+      "evidenceIds": [
+        "TC26AG-INDEX",
+        "TC26MF-AIRS-2",
+        "TC26MF-ARGOS-2",
+        "TC26MF-BIOROOM-2",
+        "TC26MF-CIT-2",
+        "TC26MF-DANUROBOT-2",
+        "TC26MF-INDNEXT-2",
+        "TC26MF-MUI-2",
+        "TC26MF-NEXTERITY-2",
+        "TC26MF-NIOBIA-2",
+        "TC26MF-ORTEX-2",
+        "TC26MF-PLANCK-2",
+        "TC26MF-STRUC-2",
+        "TC26MF-PLANCK-3",
+        "TC26MF-NIOBIA-4",
+        "TC26MF-NIOBIA-5"
+      ],
+      "handling": "原带参数URL/根域/跳转及缓存/直达失败分列；MUI复用2025旧候选沿革而不新增主公司，新域/总部不重置年。Niobia安全政策分层、无独立认证/技术实测；具名162登记/39待登记（生物17/健康22），Nunatak空锚待核，全来源未完成。"
     }
   ],
   "coverage": {
@@ -109650,6 +110051,201 @@
           "companyId": "TC-XORBITA"
         }
       ]
+    },
+    {
+      "id": "TC-2026-battlefield-manufacturing-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制造工业12原网址逐项核对：新增Niobia自报2025，8旧年/项目暂范围外，Ortex/STRUCMEDICA2主体年份待核，Planck2025但AI功能研发中。具名162登记/39待登记，无新增收入。",
+      "complete": false,
+      "records": [
+        {
+          "id": "TC26-MF-AIRS",
+          "name": "Airs ML",
+          "url": "https://airsml.co.uk/",
+          "categoryId": "C10",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "outside-cohort",
+          "note": "原始公司2023暂范围外，工业传感/边缘AI监控暂C10，硬件和持续软件费分列。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26MF-AIRS-1",
+            "TC26MF-AIRS-2"
+          ]
+        },
+        {
+          "id": "TC26-MF-ARGOS",
+          "name": "ArgosVision",
+          "url": "https://argosvision.com/",
+          "categoryId": "C10",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "outside-cohort",
+          "note": "同域公司2020暂范围外，机器人全景3D传感器/软件，不混其他国家argosvs公司。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26MF-ARGOS-1",
+            "TC26MF-ARGOS-2"
+          ]
+        },
+        {
+          "id": "TC26-MF-BIOROOM",
+          "name": "Bioroom Mycelium Materials",
+          "url": "https://www.bioroom.kr/?t=1779868572",
+          "categoryId": "C10",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "outside-cohort",
+          "note": "原始站内文章自报2024暂范围外，菌丝包装材料不自动AI主营；年度采购LOI非ARR。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26MF-BIOROOM-1",
+            "TC26MF-BIOROOM-2"
+          ]
+        },
+        {
+          "id": "TC26-MF-CIT",
+          "name": "CIT Co., Ltd.",
+          "url": "http://www.globalcit.co.kr",
+          "categoryId": "C10",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "outside-cohort",
+          "note": "原始官网新闻2023成立暂范围外，ASE铜镀层/材料供应，不混其他CIT公司；用于AI芯片不等AI企业。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26MF-CIT-1",
+            "TC26MF-CIT-2"
+          ]
+        },
+        {
+          "id": "TC26-MF-DANUROBOT",
+          "name": "Danu Robotics Ltd",
+          "url": "https://www.danurobotics.com/",
+          "categoryId": "C10",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "outside-cohort",
+          "note": "原始Converge机构2020与公司2024开发/2025初交付分列，旧公司暂范围外，不混DanuWater2025。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26MF-DANUROBOT-1",
+            "TC26MF-DANUROBOT-2"
+          ]
+        },
+        {
+          "id": "TC26-MF-INDNEXT",
+          "name": "IndustrialNext",
+          "url": "https://industrialnext.ai/",
+          "categoryId": "C10",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "outside-cohort",
+          "note": "同域公司2021/YCW22暂范围外，AI机器人工位/制造模型归C10，生产线交付与软件净费分开。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26MF-INDNEXT-1",
+            "TC26MF-INDNEXT-2"
+          ]
+        },
+        {
+          "id": "TC26-MF-MUI",
+          "name": "MUI Robotics Co. Ltd.",
+          "url": "https://www.mui-robotics.com/",
+          "categoryId": "C10",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "outside-cohort",
+          "note": "复核2025已有MUI候选，2024原域新闻已证明旧业务暂范围外；当前新域/新加坡总部不重置公司年，不新增主公司。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26MF-MUI-1",
+            "TC26MF-MUI-2"
+          ]
+        },
+        {
+          "id": "TC26-MF-NEXTERITY",
+          "name": "Nexterity, Inc.",
+          "url": "https://nexterity.tech",
+          "categoryId": "C10",
+          "kind": "company",
+          "profileStatus": "unavailable",
+          "status": "outside-cohort",
+          "note": "同域原始公司2024暂范围外，人工远控管线螺栓机器人暂C10，自动化不直接证明AI核心。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26MF-NEXTERITY-1",
+            "TC26MF-NEXTERITY-2"
+          ]
+        },
+        {
+          "id": "TC26-MF-NIOBIA",
+          "name": "Niobia AI",
+          "url": "https://niobia.ai",
+          "categoryId": "C07",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "linked",
+          "note": "公司自报2025，BatLabs改名Niobia同业务沿革；制造/材料失效分析专业AI归C07，独立登记/效果和收入缺。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26MF-NIOBIA-1",
+            "TC26MF-NIOBIA-2",
+            "TC26MF-NIOBIA-3",
+            "TC26MF-NIOBIA-4",
+            "TC26MF-NIOBIA-5"
+          ],
+          "companyId": "TC-NIOBIA"
+        },
+        {
+          "id": "TC26-MF-ORTEX",
+          "name": "Ortex",
+          "url": "https://www.owangasolar.com/",
+          "categoryId": "C10",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "pending-year",
+          "note": "原名单名Ortex链接却为Owanga储能官网，别名/主体对应与精确成立待核，不据近名金融Ortex或旧Owanga年推新公司。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26MF-ORTEX-1",
+            "TC26MF-ORTEX-2"
+          ]
+        },
+        {
+          "id": "TC26-MF-PLANCK",
+          "name": "Planck Lab Inc.",
+          "url": "https://www.planck.co.kr",
+          "categoryId": "C10",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "pending-ai",
+          "note": "官网自报2025-07-01创办，当前DLP无掩模光刻设备；公司明确三项AI功能在开发中，暂AI核心待核不入AI主表。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26MF-PLANCK-1",
+            "TC26MF-PLANCK-2",
+            "TC26MF-PLANCK-3"
+          ]
+        },
+        {
+          "id": "TC26-MF-STRUC",
+          "name": "STRUCMEDICA",
+          "url": "https://www.strucmedica.com/",
+          "categoryId": "C07",
+          "kind": "company",
+          "profileStatus": "readable",
+          "status": "pending-year",
+          "note": "混凝土无损测量/AI耐久预测归C07，原始公司无Founded，法国主体/研究转公司精确成立未核。",
+          "evidenceIds": [
+            "TC26AG-INDEX",
+            "TC26MF-STRUC-1",
+            "TC26MF-STRUC-2"
+          ]
+        }
+      ]
     }
   ],
   "directoryRechecks": [

content/research/ai-income-analysis.json

@@ -1,5 +1,5 @@
 {
-  "sourceVersion": "2026-10-31-tc26-space-1",
+  "sourceVersion": "2026-10-31-tc26-manufacturing-1",
   "asOf": "2026-10-31",
   "metric": "platform-mrr-usd",
   "sampleUnit": "product-or-business",