AI 研判报告

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AI 研判2026-07-29 13:30rail-port-electrification,轨交更新 / 港口电气化 / 多式联运瓶颈,company-supplementreport-2026-07-29-rail-port-formalization

轨交更新、港口电气化与多式联运正式立项

将轨交更新、港口电气化与多式联运从候选提升为正式主题，新增8个产业链节点、7家公司及16条原始/官方证据。预算端覆盖美欧中印，设备端覆盖信号、轨道、机车、牵引供电、岸电、电动港机和堆场自动化，并把大型项目执行与利润兑现列为核心反证。

关键发现

  • CRISI、PIDP、BUILD 与 CEF 构成铁路、港口和多式联运的跨地区预算底座。
  • Wabtec 两份北美机车更新合同合计18.7亿美元，验证存量更新与数字控制需求。
  • Vossloh积压创11.407亿欧元新高，轨道部件成为首批高纯度窄门。
  • Cavotec获800万欧元岸电订单，船岸连接形成小而关键的复购型设备环节。
  • Konecranes、Kalmar与振华重工共同覆盖电动港机、堆场自动化和智慧港口。
  • Alstom港铁走廊合同直接连接内陆港、工业区与海港，验证多式联运设备链。

下一步动作

  • 逐项跟踪CRISI、PIDP、BUILD和CEF授标到设备采购的转化时滞。
  • 补充中国牵引供电、岸电设备商及印度高铁承包商的公司级证据。
  • 跟踪Alstom、Konecranes和振华重工的交付、毛利、应收与现金流。
  • 监测港口并网、频率转换和充电基础设施是否成为真实项目瓶颈。

证据

ev-rail-fra-crisi-fy2025-2026-2026-06-29ev-rail-marad-pidp-fy2026-2026-03-26ev-rail-usdot-build-fy2026-2026-07-09ev-rail-eu-cef-transport-2026-06-19ev-rail-india-mahsr-traction-power-2026-07-22ev-rail-tianjin-shore-power-2026-07-09ev-rail-wab-up-1p2b-modernization-2026-02-04ev-rail-wab-csx-670m-modernization-2026-02-09ev-rail-alstom-q1fy27-signaling-2026-07-22ev-rail-alstom-egypt-intermodal-2026-06-18ev-rail-vossloh-h1-2026-backlog-2026-07-23ev-rail-cavotec-shore-power-8m-2026-07-15ev-rail-konecranes-h1-2026-port-2026-07-24ev-rail-kalmar-h1-2026-electric-2026-07-22ev-rail-zpmc-2025-annual-2026-03-30ev-rail-zpmc-yangshan-auto-rtg-2026-03-23ev-rail-siemens-akiem-vectron-battery-2026-03-24

评分对象

theme:rail-port-electrificationnode:rail-port-demand-fundingnode:rail-signaling-controlnode:rail-track-turnouts-componentsnode:rail-rolling-stock-modernizationnode:rail-traction-power-electrificationnode:port-shore-power-microgridnode:port-cargo-handling-electrificationnode:intermodal-terminal-automationcompany:ALO.PAcompany:WABcompany:VOS.DEcompany:CCC.STcompany:KCR.HEcompany:KALMAR.HEcompany:600320.SH

失败来源

rail-port-japan-korea-no-comparable-project-company-signal-20260729rail-port-india-contractors-require-company-level-mapping-20260729
AI 研判2026-07-29 08:07power-grid-electrical-equipment,nuclear-power-restart,nuclear-baseload,lng-export-liquefaction-infrastructure,lng-export-cycle,ai-data-center-cooling,grid-scale-bess,semiconductor-equipment-reshoring,water-infrastructure-renewal-desalination,industrial-automation-factory-electrification,company-supplementreport-2026-07-29-0807-ai-evidence-research

周三08:07：八主题全量维护与两项公司增量

本轮完成八个正式主题、141 家正式公司的全量公司扫描和 5 个低置信度节点维护。54 条扫描候选逐条复核后均因日期、相关性、重要性或重复事件未晋升；独立一手来源研究新增贝克休斯 CP2 LNG 设备订单与艺康 CoolIT 交割两条公司事实。ECOL 的液冷销售翻倍验证既有正向事件并触发评分更新，其余对象维持判断。

关键发现

  • 贝克休斯获 CP2 LNG 六个液化区块、十二套模块的压缩机、冷箱、驱动和控制设备订单。
  • 艺康以约47.5亿美元完成 CoolIT 收购；CoolIT 年内销售同比翻倍，验证液冷 CDU 需求加速。
  • ECOL 待验证事件转为 confirmed_positive，需求、价值捕获及事件评分同步上调。
  • 电网、核电、BESS、半导体、水务与自动化的新资料已去重，未出现足以改写评分的新增事实。
  • 32 个未入库公司线索均未满足完整正式入库门槛；VAT Group、Amentum、Eos 为优先补证方向。

下一步动作

  • 穿透 CP2 订单金额、交期、利润率及进入 BKR RPO 的节奏。
  • 跟踪 CoolIT 并表收入、毛利、客户集中度与艺康高科技业务协同。
  • 补齐 VAT Group 估值与催化、Amentum 核电收入纯度、Eos 订单兑现资料。
  • 修复80家公司主来源降级与69次正文读取失败后再执行严格全量扫描。

证据

ev-ai-bkr-cp2-lng-equipment-order-2026-07-29ev-ai-ecol-coolit-close-sales-doubling-2026-07-29

评分对象

company:ECOL

失败来源

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AI 研判2026-07-28 16:09power-grid-electrical-equipment,nuclear-power-restart,nuclear-baseload,lng-export-liquefaction-infrastructure,lng-export-cycle,ai-data-center-cooling,grid-scale-bess,semiconductor-equipment-reshoring,water-infrastructure-renewal-desalination,industrial-automation-factory-electrification,company-supplement,partial-scan-recoveryreport-2026-07-28-1609-ai-partial-recovery

周二16:09：全量公司部分成功恢复与五项补证

本轮恢复141家全量公司严格扫描的成功成果：423条 Brave 查询全部完成，165条已打开正文候选逐条复核，新增5条公司级事实。69家公司取得严格闭环，72家公司保留来源或正文读取缺口；成功结果进入正式研究，但全局严格全扫游标不推进。

关键发现

  • GE Vernova二季度订单242亿美元、backlog增至1760亿美元，电源与电网需求进入利润兑现。
  • LS Electric二季度订单余额升至7万亿韩元，Big Tech配电和超高压变压器带动纪录业绩。
  • Nucor钢厂出货连续第二季创纪录，但电工钢敞口仍未拆分，材料纯度判断不变。
  • Technip Energies进入EDF EPR2交付协作，合同金额未披露；招商轮船新增一艘17.5万方LNG船。
  • 低置信度与全量公司队列均完成尝试；72家partial及未补成对象已逐项写入失败来源。

下一步动作

  • 复用同一run的423条checkpoint，修复84个主来源和270个正文读取失败。
  • 跟踪GEV数据中心订单、LS Electric海外产能及Nucor电工钢收入拆分。
  • 核验Technip EPR2合同金额、人员投入和收入确认，未量化前不调整评分。
  • 验证招商轮船新船租约、船队利用率及单船利润贡献。

证据

ev-ai-gev-q2-2026-orders-backlog-2026-07-28-recoveryev-ai-nue-q2-2026-record-shipments-2026-07-28-recoveryev-ai-ls-electric-q2-2026-record-orders-2026-07-28-recoveryev-ai-technip-edf-epr2-framework-2026-07-28-recoveryev-ai-cmenergy-haineng-lng-delivery-2026-07-28-recovery

评分对象

失败来源

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AI 研判2026-07-27 10:49power-grid,nuclear-baseload,lng-export-cycle,ai-data-center-cooling,grid-scale-bess,semiconductor-equipment-reshoring,water-infrastructure-renewal-desalination,industrial-automation-factory-electrification,company-supplementreport-2026-07-27-1049-ai-evidence-research

周一10:49：八主题全量维护与BKR二季报验证

本轮完成141家全量公司、5个低置信度节点、八主题维护及49家核心窄门加深扫描。BKR二季报显示IET订单、RPO和利润率同步增强，确认燃气与LNG设备需求正向利润兑现；因Chart尚未并表且现有评分已反映高需求，九项分数维持不变。

关键发现

  • BKR二季度IET订单70.88亿美元、book-to-bill 2.2，IET RPO创371亿美元纪录。
  • BKR的IET EBITDA同比增16%、利润率升2.8个百分点至20.6%，价值捕获获得直接财务验证。
  • 九项防漏预扫描均无缺失；低置信度与全量公司队列146个对象完成闭环，新增1条正式证据。
  • 八主题各完成4组主题或节点检索及2个待验证事件复核，除BKR外未发现新评分敏感事实。
  • 49家核心窄门完成98组加深检索；每主题核查4条未入库线索，32条线索均未达到正式入库门槛。

下一步动作

  • 核验BKR电话会对大额燃机订单、LNG占比、Chart并表和杠杆路径的拆分。
  • 读取GTT半年报并复核KEYENCE一季报的订单、利润与估值兑现。
  • 补五个低置信度节点的行业数据、项目订单、产能与监管直接来源。
  • 继续穿透VACN.SW、BCHN.SW、TTEK与Yaskawa的窄门收入和客户订单。

证据

ev-ai-bkr-q2-2026-iet-orders-rpo-2026-07-27

评分对象

失败来源

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core-changing-fact-20260727-1049lowq-600089.SH-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-NKT.CO-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-601179.SH-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-300617.SZ-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-300499.SZ-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-600487.SH-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-600550.SH-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-002050.SZ-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-301018.SZ-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-FLS-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-6669.TW-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-LAND.SW-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-601872.SH-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-TLN-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-TE.PA-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-RYCEY-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-6752.T-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-600875.SH-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-KBR-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-J-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-ENPH-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-BE-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-600160.SH-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-603606.SH-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-267260.KS-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-298040.KS-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-010120.KS-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-5802.T-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-MTZ-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-ALFA.ST-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-GNRC-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-JCI-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-SMCI-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-ENR.DE-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-GWH-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-NEX.PA-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-UEC-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-PH-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-ITRI-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-300014.SZ-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-1211.HK-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-SU.PA-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-EE-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-PRY.MI-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-MYRG-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-VST-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-STRL-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-CEG-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-THNPY-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-HPS.A-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-ABB-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-6501.T-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-APD-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-300274.SZ-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-UCTT-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-PWR-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-ENTG-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-LRCX-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-GTLS-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-TER-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-FLNC-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-POWL-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-OKLO-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-TSLA-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-WRT1V.HE-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-GLNG-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-LEU-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-CCJ-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-KLAC-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-ASML-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-AMAT-three-source-scan-no-new-score-changing-fact-20260727-1049lowq-BWXT-three-source-scan-no-new-score-cha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AI 研判2026-07-26 18:48power-grid,nuclear-baseload,lng-export-cycle,ai-data-center-cooling,grid-scale-bess,semiconductor-equipment-reshoring,water-infrastructure-renewal-desalination,industrial-automation-factory-electrification,company-supplementreport-2026-07-26-1848-ai-evidence-research

周日18:48：八主题全量维护与事件窗口复核

本轮完成141家全量公司、5个低置信度节点、八主题维护及49家核心窄门加深扫描。BKR二季报、GTT半年报与KEYENCE一季报仍处于披露窗口前，未发现尚未入库且足以改写订单、产能、价值捕获或评分的新事实，正式证据与九项分数保持不变。

关键发现

  • 九项防漏预扫描均无缺失：节点公司、metricNotes、公司字段、证据反链、候选清理及双向链接完整。
  • 低置信度与全量公司队列共146个对象完成三类直源尝试，未补成项已按对象记录来源缺口。
  • 八主题各完成4组主题或节点检索及2个待验证事件复核，未出现新授标、FID、许可或财报证伪。
  • 49家核心窄门公司额外完成98组订单、产能、利润与风险检索，暂无需要调整评分的增量。
  • 每主题核查4条未入库公司线索、合计32条；尚无对象同时满足直接敞口、纯度与事件门槛。

下一步动作

  • 读取BKR二季报并拆分Chart新分部RPO、利润率、协同兑现与杠杆变化。
  • 核验GTT半年报订单结构、交付节奏和盈利兑现，并复核KEYENCE一季报。
  • 补五个低置信度节点的行业数据、项目订单、产能与监管直接来源。
  • 继续穿透VACN.SW、BCHN.SW、TTEK与Yaskawa的窄门收入和客户订单。

证据

评分对象

失败来源

lowq-GTT.PA-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-CGNX-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-ERII-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-MTRS.ST-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-002747.SZ-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-STN-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-6954.T-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-ROK-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-300124.SZ-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-XYL-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-WMS-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-MOD-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-WTS-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-ACM-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-6861.T-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-PNR-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-SIE.DE-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-WTRG-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-AWK-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-MWA-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-BMI-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-005490.KS-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-5401.T-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-industrial-auto-control-network-official-industry-order-capacity-regulatory-source-gap-20260726-1848lowq-industrial-auto-motion-drives-io-official-industry-order-capacity-regulatory-source-gap-20260726-1848lowq-industrial-auto-software-integration-official-industry-order-capacity-regulatory-source-gap-20260726-1848lowq-industrial-auto-sensing-machine-vision-official-industry-order-capacity-regulatory-source-gap-20260726-1848lowq-water-pumps-valves-metering-official-industry-order-capacity-regulatory-source-gap-20260726-1848lowq-6503.T-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-600312.SH-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-002340.SZ-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-2382.TW-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-601985.SH-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-MT-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-601126.SH-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-010140.KS-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-600406.SH-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-300827.SZ-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-ASETEK.OL-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-002028.SZ-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-688676.SH-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-300990.SZ-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-DNN-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-STEM-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-UUUU-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-002126.SZ-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-000777.SZ-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-002837.SZ-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-300470.SZ-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-600522.SH-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-002782.SZ-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-603556.SH-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-002335.SZ-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-000400.SZ-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-002169.SZ-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-601877.SH-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-009540.KS-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-2308.TW-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-ECOL-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-002074.SZ-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-3931.HK-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-HUBB-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-NUE-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-SEDG-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-FLR-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-300750.SZ-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-SMR-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-CLF-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-LICY-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-600089.SH-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-NKT.CO-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-601179.SH-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-300617.SZ-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-300499.SZ-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-600487.SH-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-600550.SH-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-002050.SZ-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-301018.SZ-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-FLS-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-6669.TW-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-LAND.SW-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-601872.SH-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-TLN-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-TE.PA-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-RYCEY-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-6752.T-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-600875.SH-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-KBR-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-J-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-ENPH-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-BE-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-600160.SH-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-603606.SH-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-267260.KS-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-298040.KS-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-010120.KS-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-5802.T-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-MTZ-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-ALFA.ST-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-GNRC-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-JCI-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-SMCI-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-ENR.DE-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-GWH-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-NEX.PA-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-UEC-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-PH-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-ITRI-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-300014.SZ-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-1211.HK-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-SU.PA-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-EE-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-PRY.MI-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-MYRG-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-VST-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-STRL-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-CEG-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-THNPY-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-HPS.A-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-ABB-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-6501.T-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-APD-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-300274.SZ-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-UCTT-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-PWR-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-ENTG-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-LRCX-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-GTLS-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-TER-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-FLNC-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-POWL-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-BKR-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-OKLO-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-TSLA-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-WRT1V.HE-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-GLNG-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-LEU-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-CCJ-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-KLAC-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-ASML-three-source-scan-no-new-score-changing-fact-20260726-1848lowq-AMAT-three-source-scan-no-new-score-chan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AI 研判2026-07-26 02:47power-grid,nuclear-baseload,lng-export-cycle,ai-data-center-cooling,grid-scale-bess,semiconductor-equipment-reshoring,water-infrastructure-renewal-desalination,industrial-automation-factory-electrification,company-supplement,alternative-scanreport-2026-07-26-0247-ai-evidence-research

周日02:47：八主题全量维护与替代标的复核

本轮完成141家全量公司、5个低置信度节点、八主题维护及49家核心窄门加深扫描，并触发替代标的扫描。检索未发现尚未入库且足以改写订单、产能、价值捕获或评分的新事实，正式证据、公司池与九项分数均保持不变。

关键发现

  • 九项防漏预扫描均无缺失：节点公司、metricNotes、公司字段、证据反链、候选清理及双向链接完整。
  • 低置信度与全量公司队列共146个对象全部完成三类直源尝试，未补成项已逐对象闭环。
  • 八主题各完成4组主题或节点检索及2个待验证事件复核，未出现新授标、FID、许可或财报证伪。
  • 49家核心窄门公司额外完成98组订单、产能、利润与风险检索，未发现需要调整评分的增量。
  • 替代标的扫描覆盖每主题4条、合计32条线索；尚无对象同时满足直接敞口、纯度与事件门槛。

下一步动作

  • 核验GTT半年报、KEYENCE一季度业绩及BKR的Chart分部RPO与毛利兑现。
  • 补五个低置信度节点的行业数据、项目订单、产能与监管直接来源。
  • 继续穿透VACN.SW、BCHN.SW、TTEK与Yaskawa的窄门收入和客户订单。
  • 追踪水务资金到设备授标、工业自动化订单及液冷扩产向利润的传导。

证据

评分对象

失败来源

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AI 研判2026-07-25 10:46power-grid,nuclear-baseload,lng-export-cycle,ai-data-center-cooling,grid-scale-bess,semiconductor-equipment-reshoring,water-infrastructure-renewal-desalination,industrial-automation-factory-electrification,company-supplementreport-2026-07-25-1046-ai-evidence-research

周六10:46：八主题全量维护与并购状态校正

本轮完成141家全量公司、5个低置信度节点、八主题维护及49家核心窄门加深扫描。Baker Hughes 已完成对 Chart Industries 的收购；GTLS 不再是独立上市标的，投资机会分由73降至0，历史业务瓶颈分保持60并转入BKR并表跟踪。

关键发现

  • Chart 以2025年43亿美元收入成为BKR新分部，三年年化成本协同目标为3.25亿美元。
  • GTLS独立证券已消失，三项机会指标归零；BKR节点补入FLNG与再气化，九项分数不变。
  • 九项防漏扫描均无缺失；低置信度与全量公司队列146个对象全部形成来源闭环。
  • 八主题各完成4组主题/节点检索及2个事件复核，除并购状态外未发现足以改分的新事实。
  • 32条未入库公司线索均完成核查，尚无对象同时满足直接敞口、窄门纯度和事件门槛。

下一步动作

  • 核验BKR二季度财报中Chart新分部的RPO、毛利、整合成本与协同兑现。
  • 持续查找五个低置信度节点的行业数据、订单、产能与监管直接来源。
  • 穿透VACN.SW、BCHN.SW、TTEK与Yaskawa的收入纯度和客户订单。
  • 复核GTLS历史展示与BKR并表后的页面口径，避免重复计算同一业务敞口。

证据

ev-ai-bkr-chart-acquisition-completed-2026-07-25

评分对象

company:GTLS

失败来源

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AI 研判2026-07-24 18:45power-grid,nuclear-baseload,lng-export-cycle,ai-data-center-cooling,grid-scale-bess,semiconductor-equipment-reshoring,water-infrastructure-renewal-desalination,industrial-automation-factory-electrification,theme-discovery,company-supplementreport-2026-07-24-1845-ai-evidence-research

周五18:45：八主题全量维护与候选发现

本轮完成 141 家全量公司、6 个低置信度节点及 49 家核心窄门加深扫描，并维护八个正式主题。新增 WTS SEC 10-Q 直证，覆盖率由 2 条升至 3 条；增长主要由数据中心而非市政水务订单驱动，评分不变。五地区候选发现使轨交/港口电气化候选由美国单地区扩为多地区观察。

关键发现

  • WTS 美洲有机销售增 15.5%、营业利润增 51.7%，但毛利率受并购稀释回落，市政订单仍未穿透。
  • 欧洲 11 亿欧元 CEF、中国港口岸电和印度高铁牵引供电共同验证跨地区交通电气化项目。
  • 九项防漏预扫描均为零缺失；147 个对象全量闭环，WTS 直接证据补至 3 条。
  • 八主题各完成 4 组主题/节点检索及 2 个待验证事件检查，未出现足以调整最终分的新事实。
  • 32 条未入库公司线索完成核查，尚无对象同时满足直接敞口、窄门纯度和待验证事件门槛。

下一步动作

  • 核验 WTS 二季度市政水务订单、backlog、客户结构及并购稀释后的毛利走势。
  • 穿透欧洲 CEF、中国港口岸电和印度高铁项目的设备授标与上市供应商。
  • 核查六个低置信度节点的行业数据、项目订单、产能与监管来源缺口。
  • 继续验证 VACN.SW、BCHN.SW、TTEK、Yaskawa 的收入纯度与估值条件。

证据

ev-ai-wts-q1-2026-sec-water-controls-2026-07-24

评分对象

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