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      "cohort 信号：中渗透 + 上升 cohort 共 5 家 · 综合 FOB $4.1M",
      "中国份额信号：5 年累计 6% · 处于早期阶段区间 (<30%)",
      "市场增速信号：5 年 CAGR -42.5% · 萎缩区间 (≤-5%)",
      "供应商密度信号：中国供应商占 6% · 低-中密度区间 (<40%)",
      "集中度信号：HHI 60.9 · 高集中 (≥0.25)"
    ],
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            "fobLabel": "$1.6M",
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            "title": "TRANSITYRE (MICHELIN NORTH AME · $1.6M · 市场份额 1.9%",
            "supplierId": "bbb871f6-a5d4-4099-9bc6-fef12224e530",
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            "fill": "var(--olive)",
            "labelX": 260.3,
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            "fobLabel": "$1.5M",
            "rankLabel": "#9",
            "title": "TRANSITYRE (MICHELIN ) · $1.5M · 市场份额 1.8%",
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            "shareLabel": "1.8%"
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            "labelY": 308,
            "fobLabel": "$1.4M",
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            "title": "MICHELIN / TRASNSITYRE · $1.4M · 市场份额 1.7%",
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            "shareLabel": "1.7%"
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            "x": 230,
            "y": 325,
            "w": 20.5,
            "h": 18,
            "fill": "var(--olive)",
            "labelX": 258.5,
            "labelY": 338,
            "fobLabel": "$1.4M",
            "rankLabel": "#11",
            "title": "TRANSITYRE B.V. · $1.4M · 市场份额 1.7%",
            "supplierId": "f4bb80a4-dbde-41eb-acf8-cf8dc8148afa",
            "isChina": false,
            "shareLabel": "1.7%"
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            "labelX": 255.5,
            "labelY": 368,
            "fobLabel": "$1.2M",
            "rankLabel": "#12",
            "title": "BALKRISHNA INDUSTRIES LTD · $1.2M · 市场份额 1.4%",
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        "legend": "横条按窗口 FOB 排序；深蓝为中国来源，橄榄为其他来源。"
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            "label": "KAL TIRE PANAMA S",
            "labelX": 72.2,
            "labelY": 140.3,
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            "title": "#2 KAL TIRE PANAMA S · FOB $4.0M · 中国份额 0%",
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            "labelX": 372,
            "labelY": 141,
            "labelAnchor": "start",
            "title": "#3 AUTO CENTRO S A · FOB $3.9M · 中国份额 41%",
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            "labelAnchor": "start",
            "title": "#4 MANZANILLO INTERN · FOB $1.2M · 中国份额 0%",
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            "labelX": 702.5,
            "labelY": 210.3,
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            "title": "#6 CENTRAL DE LUBRIC · FOB $715K · 中国份额 89%",
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      {
        "bandKey": "mid",
        "label": "中价位",
        "priceRangeLabel": "$22.21–$255.58",
        "importerCount": 163,
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        "chinaShareLabel": "39.1%",
        "isTarget": false
      },
      {
        "bandKey": "high",
        "label": "高价位",
        "priceRangeLabel": "$270.00–$30468.37",
        "importerCount": 89,
        "fobShareLabel": "90.0%",
        "chinaShareLabel": "2.7%",
        "isTarget": true
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    ],
    "renderLabels": {
      "windowFromStr": "2021",
      "windowToStr": "2025",
      "windowRangeLabel": "2021-2025 年数据范围内的历史记录",
      "hasChinaData": true,
      "bandsHaveData": true,
      "yearsSinceLatest": 1,
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      "coverChinaShareLatestLabel": "44.4%",
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      "coverHhiLabel": "0.609",
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      "windowLabel": "5 年累计",
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    "chinaShare5ySupplierPath": 0.06441026869320166,
    "chinaSourceShare5yFob": 0.06441026869320166,
    "originBasis": "raw_records.origin_fob",
    "chinaSourceBasis": "raw_records.origin_fob",
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      "hasOriginRows": true,
      "chinaShareDenominatorBasis": "classified_origin_fob",
      "classifiedOriginTotalFob": 84031461.75000001,
      "classifiedChinaFob": 5412489.029999999,
      "annualTotalFob": 84031461.75000004,
      "annualChinaFob": 5412489.03,
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    "chinaShare5y_provenance": {
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      },
      "source": "effectiveChinaShare5y",
      "unit": "ratio",
      "label": "中国份额（窗口累计）",
      "reconciled_with": {
        "rule": "effectiveChinaShare5y · prefer originSource (customs path) when available, else snapshot-builder supplier path (china.fob/totalFob)",
        "chosen_basis": "customs",
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        "supplier_path_value": 0.06441026869320166
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      "computed_at": "2026-07-11T04:11:11.194Z"
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      "label": "中国来源份额（海关口径）",
      "reconciled_with": null,
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    "chinaSupplierShare_provenance": {
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    "chinaSupplierCount_provenance": {
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      "label": "前5进口商集中度",
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      "label": "前20进口商集中度",
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    "hhiImporter_provenance": {
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      "source": "importerFobs.aggregate",
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      "label": "进口商HHI",
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      "label": "前5供应商集中度",
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    "cr5ChinaSupplier_provenance": {
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      "window": {
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        "status": "exact",
        "row_count": 314
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        "name": "importerLastShipmentDates",
        "source": "local_step3_metrics",
        "status": "exact",
        "row_count": 314
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      {
        "name": "importerOriginBreakdown",
        "source": "local_step3_metrics",
        "status": "exact",
        "row_count": 489
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      {
        "name": "unitPriceTrend",
        "source": "local_step3_metrics",
        "status": "exact",
        "row_count": 5
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        "name": "hsOriginCrosstab",
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        "status": "exact",
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        "name": "hsBreakdownExtended",
        "source": "local_step3_metrics",
        "status": "exact",
        "row_count": 5
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        "name": "hsSubcodeYearly",
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        "status": "exact",
        "row_count": 90
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      {
        "name": "importerHsBreakdown",
        "source": "local_step3_metrics",
        "status": "exact",
        "row_count": 420
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      {
        "name": "importerSupplierCount",
        "source": "local_step3_metrics",
        "status": "exact",
        "row_count": 314
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    "invariants_passed": true,
    "oracle_max_diff_abs": 189,
    "oracle_max_diff_rel": 1.512,
    "oracle_checked": 10,
    "oracle_skipped": 3,
    "oracle_skipped_critical": 0,
    "banned_names_found": 0,
    "conclusion_count": 17
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      "value": "contracting",
      "label": "处于收缩阶段",
      "ruleId": "mfr.market_trend.v1",
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      "value": "available",
      "label": "供应商数据完整",
      "ruleId": "mfr.supplier_availability.v1",
      "evidence": [
        {
          "path": "dataAvailability.supplier.visible",
          "value": true
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      ]
    },
    "chinaPosition": {
      "id": "chinaPosition",
      "value": "early",
      "label": "中国仍处早期阶段",
      "ruleId": "mfr.china_position.v1",
      "evidence": [
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          "path": "market.targetBandChinaShareFob",
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        {
          "path": "market.chinaSupplierShareFob",
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    },
    "chinaShareTrend": {
      "id": "chinaShareTrend",
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      "label": "中国份额上升",
      "ruleId": "mfr.china_share_trend.v1",
      "evidence": [
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          "path": "market.chinaZoom.shareSeries5y[0].share",
          "value": 0.022689746352679615
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        {
          "path": "market.chinaZoom.shareSeries5y[4].share",
          "value": 0.44361685380578597
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        {
          "path": "_delta_pp",
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    },
    "targetCompetitionBand": {
      "id": "targetCompetitionBand",
      "value": "high",
      "label": "推荐切入高价位段",
      "ruleId": "mfr.target_competition_band.v1",
      "evidence": [
        {
          "path": "priceBands.high.fobShare",
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        {
          "path": "priceBands.high.chinaShare",
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        {
          "path": "priceBands.high.importerCount",
          "value": 89
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      ]
    },
    "supplierCompetition": {
      "id": "supplierCompetition",
      "value": "low_density",
      "label": "中国供应商竞争稀疏",
      "ruleId": "mfr.supplier_competition.v1",
      "evidence": [
        {
          "path": "market.chinaSupplierShareFob",
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        {
          "path": "market.chinaSupplierCount",
          "value": 283
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      ]
    },
    "nextActionChinaPosition": {
      "id": "nextActionChinaPosition",
      "value": "build_presence",
      "label": "建立中国品牌存在感",
      "ruleId": "mfr.next_action.china_position.v1",
      "evidence": [
        {
          "path": "conclusions.chinaPosition.value",
          "value": "early"
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      ]
    },
    "nextActionMarketGrowth": {
      "id": "nextActionMarketGrowth",
      "value": "defend",
      "label": "市场萎缩 · 收缩获客成本 · 锁定 anchor 客户保规模",
      "ruleId": "mfr.next_action.market_growth.v1",
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    "importerConcentration": {
      "id": "importerConcentration",
      "value": "top10_attack",
      "label": "进口商高度集中 · 锁定 Top10 即可覆盖大盘",
      "ruleId": "mfr.importer_concentration.v1",
      "evidence": [
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    },
    "heroPositioning": {
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      "value": "early_contracting",
      "label": "市场收缩中 · 中国仍处早期 · 空间相对集中",
      "ruleId": "mfr.hero_positioning.v1",
      "evidence": [
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          "path": "conclusions.marketPhase.value",
          "value": "contracting"
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        {
          "path": "conclusions.chinaPosition.value",
          "value": "early"
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      ]
    },
    "targetBandReason": {
      "id": "targetBandReason",
      "value": "large_with_room",
      "label": "体量大且中国仍有显著切入空间",
      "ruleId": "mfr.target_band_reason.v1",
      "evidence": [
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          "path": "priceBands.high.fobShare",
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        {
          "path": "priceBands.high.chinaShare",
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      ]
    },
    "battleEntryAngle": {
      "id": "battleEntryAngle",
      "value": "differentiate",
      "label": "差异化产品切入",
      "ruleId": "mfr.battle_entry_angle.v1",
      "evidence": [
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    },
    "battleProductFocus": {
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      "value": "available",
      "label": "HS 子编码产品方向已识别",
      "ruleId": "mfr.battle_product_focus.v1",
      "evidence": [
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    "nextActionImporterPool": {
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      "value": "mid_pen_up",
      "label": "优先关注中渗透·上升 cohort",
      "ruleId": "mfr.next_action.importer_pool.v1",
      "evidence": [
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          "value": 2
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    "nextActionSupplierDensity": {
      "id": "nextActionSupplierDensity",
      "value": "space_to_enter",
      "label": "中国供应商仍稀疏 · 切入空间存在",
      "ruleId": "mfr.next_action.supplier_density.v1",
      "evidence": [
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          "path": "conclusions.supplierCompetition.value",
          "value": "low_density"
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    },
    "advisorySeasonality": {
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      "value": "weak",
      "label": "季节性信号弱",
      "ruleId": "mfr.advisory.seasonality.v1",
      "evidence": [
        {
          "path": "market.seasonalIsWeak",
          "value": true
        }
      ]
    },
    "advisoryMethodNote": {
      "id": "advisoryMethodNote",
      "value": "kmeans",
      "label": "价位带由 k-means 聚类得出",
      "ruleId": "mfr.advisory.method_note.v1",
      "evidence": [
        {
          "path": "dataAvailability.priceBands.available",
          "value": "kmeans"
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}
