#!/usr/bin/env python3 import json import subprocess from datetime import datetime, timezone from pathlib import Path ROOT = Path("/home/nac/repo/obsidian-wiki-linux/kb/obsidian-wiki") VAULT = Path("/home/nac/repo/obsidian-wiki-linux/kb/bjd-vault") SOURCE = Path("/home/nac/repo/emails_export/parsed/llm_input.jsonl") NOW = datetime.now(timezone.utc).replace(microsecond=0).isoformat().replace("+00:00", "Z") def run_signal_extract(): raw = subprocess.check_output( [ "python3", str(ROOT / "scripts/extract_email_project_signals.py"), str(SOURCE), ], text=True, ) data = json.loads(raw) data["source"] = str(SOURCE) data["generated_at"] = NOW data["interpretation_note"] = ( "Signals are derived from email subjects, bodies, domains and extracted keywords. " "They indicate opportunities, discussions, RFQs, sample/development or order-related activity; " "they do not prove BJD won the project unless separately confirmed by order/project records." ) return data def write(path, text): p = VAULT / path p.parent.mkdir(parents=True, exist_ok=True) p.write_text(text, encoding="utf-8") def replace_or_append(path, marker, block): p = VAULT / path text = p.read_text(encoding="utf-8") if marker in text: return p.write_text(text.rstrip() + "\n\n" + block.strip() + "\n", encoding="utf-8") def update_index(): p = VAULT / "index.md" text = p.read_text(encoding="utf-8") text = text.replace( text.split("*本索引由 wiki 自动维护。最后更新：", 1)[1].split("*", 1)[0], NOW, 1, ) line = "- [[projects/bjd/references/bjd-email-project-application-signals-2025-2026]] - 从跟单邮件中整理的项目/应用/OEM线索矩阵，区分机会线索、RFQ、样品开发、订单/履约和未知是否拿到。 ( #bjd #emails #projects #applications )\n" marker = "## 参考\n" if line not in text: text = text.replace(marker, marker + line, 1) p.write_text(text, encoding="utf-8") def update_hot(): p = VAULT / "hot.md" text = p.read_text(encoding="utf-8") lines = text.splitlines() for i, line in enumerate(lines): if line.startswith("updated: "): lines[i] = f"updated: {NOW}" break text = "\n".join(lines) + "\n" item = ( f"- [{NOW}] DATA_INGEST - 新增 [[projects/bjd/references/bjd-email-project-application-signals-2025-2026]]；" "从跟单邮件中整理项目/应用/OEM线索，明确这些信息代表机会、RFQ、样品开发或订单履约活动，不等同于已拿到项目。" "后续机器人回答必须保留阶段和置信度。\n" ) text = text.replace("## 近期活动\n\n", "## 近期活动\n\n" + item, 1) p.write_text(text, encoding="utf-8") def append_log(): p = VAULT / "log.md" with p.open("a", encoding="utf-8") as fh: fh.write( f'- [{NOW}] DATA_INGEST source="{SOURCE}" format=jsonl ' 'page="projects/bjd/references/bjd-email-project-application-signals-2025-2026.md" ' 'mode=project_application_signal_mining confidence_mixed=true\n' ) def update_manifest(): p = VAULT / ".manifest.json" data = json.loads(p.read_text(encoding="utf-8")) key = "derived:/home/nac/repo/emails_export/parsed/llm_input.jsonl::project-application-signals-20260605" data.setdefault("sources", {})[key] = { "ingested_at": NOW, "source_type": "derived_email_signal_index", "project": "bjd", "source_id": key, "original_path": str(SOURCE), "doc_type": "project_application_signal_index", "business_categories": [ "sales/projects", "customers/applications", "products/rfq", "market/oem-signals", ], "note": "Derived project/application/OEM signals from the follow-up email JSONL. Signals do not imply project win unless separately confirmed.", "source_inventory_path": "_meta/bjd-email-project-application-signals-20260605.json", "pages_created": [ "projects/bjd/references/bjd-email-project-application-signals-2025-2026.md" ], "pages_updated": [ "projects/bjd/references/bjd-follow-up-email-corpus-2025-2026.md", "index.md", "hot.md", "log.md", ], } data["updated"] = NOW data.setdefault("stats", {})["total_sources_ingested"] = len(data.get("sources", {})) p.write_text(json.dumps(data, ensure_ascii=False, indent=2) + "\n", encoding="utf-8") def main(): data = run_signal_extract() meta_path = VAULT / "_meta/bjd-email-project-application-signals-20260605.json" meta_path.parent.mkdir(parents=True, exist_ok=True) meta_path.write_text(json.dumps(data, ensure_ascii=False, indent=2) + "\n", encoding="utf-8") page = f"""--- title: BJD 邮件项目应用线索 2025-2026 category: references project: bjd tags: [bjd, emails, projects, applications, oem, rfq, visibility/internal] visibility: internal business_domains: [sales, customers, products, market] data_classification: commercial-confidential allowed_bots: [bjd-general-bot] sources: - _meta/bjd-email-project-application-signals-20260605.json - _meta/bjd-follow-up-email-corpus-20260605.json summary: 从 2025-2026 跟单邮件中整理项目、应用、终端车厂和产品机会线索；这些线索代表邮件讨论或商务机会，不自动等同于已中标或已量产。 relationships: - target: "[[projects/bjd/references/bjd-follow-up-email-corpus-2025-2026]]" type: derived_from - target: "[[projects/bjd/skills/bjd-customer-email-playbook]]" type: informs - target: "[[projects/bjd/concepts/bjd-product-portfolio]]" type: related_to provenance: extracted: 0.55 inferred: 0.35 ambiguous: 0.10 base_confidence: 0.60 lifecycle: draft lifecycle_changed: 2026-06-05 tier: supporting created: {NOW} updated: {NOW} --- # BJD 邮件项目应用线索 2025-2026 该页从跟单邮件 JSONL 中提取“客户/渠道 - 终端车厂 - 项目/应用 - BJD 产品方向”的线索。它的价值在于发现真实客户场景和产品机会，但必须注意：邮件出现不等于 BJD 已经拿到项目；可能只是 RFQ、样品、技术交流、报价、交期沟通、PPAP 或质量闭环。^[inferred] ## 使用规则 - 回答“我们产品用在哪些应用/车厂”时，必须带阶段和置信度：`已供货/订单线索`、`RFQ/报价`、`样品/开发`、`质量/履约`、`仅机会线索`、`未知是否拿到`。^[inferred] - 不输出邮件正文、个人联系方式、客户具体价格、客户具体数量、订单编号、附件内容或索赔细节。^[extracted] - 若要判断是否真实量产或已供货，应回查订单聚合、项目台账、图纸/承认书、客户定点或出货记录。邮件线索本身只能作为入口。^[inferred] ## 应用和产品方向 - FFC/FPC 是最高频应用方向，覆盖显示、吸顶屏、仪表/Cluster、CID/FID、排线、样品打样和竞品替代。^[extracted] - WTB、Wafer、BTB、Pin Header 在 BYD、Visteon、Marelli、VW/Skoda 等线索中反复出现。^[extracted] - FAKRA/SMB/高频连接器出现于车载显示、摄像头、VAVE 或高频方案讨论中，需要与 [[projects/bjd/concepts/high-frequency-automotive-connectors]] 交叉确认。^[inferred] ## 重点项目/应用线索 | 客户/渠道 | 终端/OEM | 项目或应用 | BJD 产品方向 | 阶段判断 | 置信度 | 说明 | |---|---|---|---|---|---|---| | BICV/北斗智联 | 零跑/Leapmotor | 吸顶屏、霍尔小板连接 | FFC 排线 + BJD FPC 座 | RFQ/开发线索 | 高 | 邮件明确提到零跑项目、普通 FFC、异面、插接到位丝印线、图纸输出和报价流程。 | | Visteon | Mercedes-Benz MB.EA-L Front Display | Front Display / CID | FFC、Pin Header、WTB、FH75 相关候选 | RFQ/技术讨论 | 中 | 邮件主题和线索指向前显示项目；是否定点或量产需另查订单/项目记录。 | | Visteon | Scout B-RUV / C-PICKUP | CID / FID | 显示类连接器、候选替代 | RFQ/报价线索 | 中 | 邮件主题含 RFQ、CID/FID、Chihuahua Plant；属于机会线索。 | | Visteon | Toyota X-Carline | Full Digital Cluster | FPC/FFC、WTB、FH63 相关线索 | RFQ/样品或开发线索 | 中 | 与仪表/Cluster 相关，需图纸和订单记录确认具体产品。 | | Marelli | BMW projects | CID/FID/lighting | Pin Header | 新开发机会 | 中 | 邮件主题指向 BMW 项目 pin header new development。 | | BYD/比亚迪 | BYD | WTB、FPC/FFC、BTB、车灯、储能 | WTB、BTB、FPC/FFC、端子 | 混合：订单/RFQ/质量/商务 | 中 | BYD 高频出现，但类型混合，需按单个线程区分订单确认、招标、QMS、对账或质量。 | | BYD/比亚迪 | BYD E 项目 | 20Pin 浮动 BTB | BTB floating connector | 寻源/技术交流 | 高 | 邮件主题明确为“E项目 20pin浮动btb连接器寻源”。 | | BYD/比亚迪 | 第十一事业部 | 0.63/1.2 规格免焊端子 | 端子开发 | 招标/技术交流 | 高 | 邮件主题明确指向端子开发招标/供应商意愿确认。 | | VW/Skoda | Skoda/VW | AP SVM Camera / PPAP | WTB/Wafer | PPAP/项目资料 | 中 | 邮件主题为 PPAP pending，说明可能进入资料提交或项目支持阶段。 | | Valeo | Valeo BLADE | ZIF connectors | FPC ZIF | 询价/技术咨询 | 中 | 邮件主题指向 ZIF connectors，具体 BJD 料号需二次确认。 | | MZD 项目 | MZD | FPC/FFC 软排线 | 101049 系列方向/排线 | 打样/开发 | 中 | 邮件中有 MZD 项目软排线打样和样品报价线索。 | | GF/高发或广安相关 | 储能 | 储能备货 | WTB/端子类 | 备货/交期 | 中 | 邮件中出现储能备货和 WTB/端子类物料，需订单记录确认客户和项目。 | ## 高频 OEM/终端线索 - BYD/比亚迪、零跑、Visteon、Marelli、VW/SVW/Skoda、Valeo、Toyota、Yazaki、Kia、Stellantis/STLA 都在邮件线索中出现。^[extracted] - BYD/比亚迪线索最多，但混合了订单确认、寻源、QMS、对账和质量流程，不应直接归为全部已供货项目。^[inferred] - Visteon 线索集中在 CID/FID、Cluster、WTB、Pin Header、FPC/FFC 和部分高频连接器/VAVE。^[extracted] - 零跑线索较集中，尤其是 BICV/北斗智联吸顶屏 FFC 开发。^[extracted] ## 后续挖掘方向 - 对每个高价值项目建立二级页：`客户/OEM + 项目 + 应用 + 产品族 + 竞品 + 阶段 + 证据来源`。^[inferred] - 用订单聚合表交叉验证邮件项目线索，将“RFQ/机会”升级或降级为“已报价、已送样、已供货、无结果”。^[inferred] - 对海外 VAVE 线索单独建立 `Hirose/Molex/IRISO/Kyocera 替代机会池`，避免散落在邮件线程里。^[inferred] ## Related - [[projects/bjd/references/bjd-follow-up-email-corpus-2025-2026]] - [[projects/bjd/skills/bjd-customer-email-playbook]] - [[projects/bjd/references/bjd-fast-product-lookup]] - [[projects/bjd/references/competitor-cross-reference-map]] """ write("projects/bjd/references/bjd-email-project-application-signals-2025-2026.md", page) replace_or_append( "projects/bjd/references/bjd-follow-up-email-corpus-2025-2026.md", "[[projects/bjd/references/bjd-email-project-application-signals-2025-2026]]", """ ## Project/Application Signal Index - [[projects/bjd/references/bjd-email-project-application-signals-2025-2026]] extracts project, application, OEM and product opportunity signals from the same email corpus. These are opportunity/RFQ/development/order-support signals and do not automatically mean BJD won the project. ^[inferred] """, ) update_index() update_hot() append_log() update_manifest() print(json.dumps({"page": "projects/bjd/references/bjd-email-project-application-signals-2025-2026.md", "meta": str(meta_path), "now": NOW}, ensure_ascii=False)) if __name__ == "__main__": main()