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      "cohort 信号：中渗透 + 上升 cohort 共 4 家 · 综合 FOB $20.5M",
      "中国份额信号：5 年累计 49% · 处于中间区间 (30-60%)",
      "市场增速信号：5 年 CAGR 2.0% · 稳定区间 (-5% 至 5%)",
      "供应商密度信号：中国供应商占 45% · 高密度区间 (≥40%)",
      "集中度信号：HHI 20.1 · 中度集中 (0.10-0.25)"
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                "fob": 0,
                "fobLabel": "—"
              }
            ]
          },
          {
            "year": "2025",
            "x": 624.9,
            "labelX": 668.4,
            "total": 10821283.869999995,
            "totalLabel": "$10.8M",
            "labelY": 32.4,
            "segments": [
              {
                "country": "中国",
                "fill": "var(--navy)",
                "x": 624.9,
                "y": 106.5,
                "w": 87,
                "h": 113.5,
                "fob": 6763904.35,
                "fobLabel": "$6.8M"
              },
              {
                "country": "西班牙",
                "fill": "var(--muted)",
                "x": 624.9,
                "y": 93.2,
                "w": 87,
                "h": 13.3,
                "fob": 794891.77,
                "fobLabel": "$795K"
              },
              {
                "country": "印度",
                "fill": "var(--line)",
                "x": 624.9,
                "y": 93.2,
                "w": 87,
                "h": 0,
                "fob": 73.79,
                "fobLabel": "$74"
              },
              {
                "country": "ESTADOS UNIDOS DE NORTEAMERICA",
                "fill": "var(--faint)",
                "x": 624.9,
                "y": 75.9,
                "w": 87,
                "h": 17.3,
                "fob": 1028368.7500000001,
                "fobLabel": "$1.0M"
              },
              {
                "country": "厄瓜多尔",
                "fill": "var(--line-soft)",
                "x": 624.9,
                "y": 72.1,
                "w": 87,
                "h": 3.8,
                "fob": 228824.18,
                "fobLabel": "$229K"
              }
            ]
          }
        ],
        "axisLabels": [
          {
            "year": "2021",
            "x": 127.6,
            "y": 236
          },
          {
            "year": "2022",
            "x": 262.8,
            "y": 236
          },
          {
            "year": "2023",
            "x": 398,
            "y": 236
          },
          {
            "year": "2024",
            "x": 533.2,
            "y": 236
          },
          {
            "year": "2025",
            "x": 668.4,
            "y": 236
          }
        ],
        "maxLabel": "$11.7M",
        "top5Origins": [
          "中国",
          "西班牙",
          "印度",
          "ESTADOS UNIDOS DE NORTEAMERICA",
          "厄瓜多尔"
        ],
        "fills": [
          "var(--navy)",
          "var(--muted)",
          "var(--line)",
          "var(--faint)",
          "var(--line-soft)"
        ],
        "legend": "来源国年度 FOB 叠加 · 前 5 来源国；China = 深蓝 · 其余按窗口 FOB 排序"
      }
    },
    "priceBandsTable": [
      {
        "bandKey": "low",
        "label": "低价位",
        "priceRangeLabel": "$0.18–$14.03",
        "importerCount": 87,
        "fobShareLabel": "6.1%",
        "chinaShareLabel": "12.1%",
        "isTarget": false
      },
      {
        "bandKey": "mid",
        "label": "中价位",
        "priceRangeLabel": "$14.76–$237.54",
        "importerCount": 141,
        "fobShareLabel": "48.9%",
        "chinaShareLabel": "52.6%",
        "isTarget": false
      },
      {
        "bandKey": "high",
        "label": "高价位",
        "priceRangeLabel": "$250.00–$90313.80",
        "importerCount": 93,
        "fobShareLabel": "44.9%",
        "chinaShareLabel": "39.4%",
        "isTarget": true
      }
    ],
    "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,
      "coverFobLabel": "$52.9M",
      "coverChinaShareLabel": "49.2%",
      "coverChinaShareLatestLabel": "68.2%",
      "coverCagrLabel": "+2.0%",
      "coverHhiLabel": "0.201",
      "coverPeakYearLabel": "2023",
      "coverLatestVsPeakLabel": "93%",
      "windowLabel": "5 年累计",
      "windowYearCount": 5,
      "windowYearsList": [
        2021,
        2022,
        2023,
        2024,
        2025
      ]
    },
    "dataAvailability": {
      "supplier": {
        "available": true,
        "reason": "supplier_visible",
        "substituteBasis": "raw_records.origin_fob"
      },
      "origin": {
        "available": true,
        "basis": "raw_records.origin_fob"
      }
    },
    "chinaShare5ySupplierPath": 0.4919661344058356,
    "chinaSourceShare5yFob": 0.4919661344058356,
    "originBasis": "raw_records.origin_fob",
    "chinaSourceBasis": "raw_records.origin_fob",
    "originSourceMeta": {
      "hasAnnualChinaFob": true,
      "hasOriginRows": true,
      "chinaShareDenominatorBasis": "classified_origin_fob",
      "classifiedOriginTotalFob": 52860354.70999999,
      "classifiedChinaFob": 26005504.36999998,
      "annualTotalFob": 52860354.709999986,
      "annualChinaFob": 26005504.369999997,
      "fellBackToSupplierBasis": false
    },
    "chinaShare5y_provenance": {
      "value": 0.49196613440583514,
      "basis": "mixed",
      "window": {
        "label": "5 年累计",
        "from": 2021,
        "to": 2025,
        "years": [
          2021,
          2022,
          2023,
          2024,
          2025
        ]
      },
      "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",
        "customs_path_value": 0.4919661344058356,
        "supplier_path_value": 0.4919661344058356
      },
      "computed_at": "2026-07-04T12:20:41.908Z"
    },
    "chinaSourceShare5yFob_provenance": {
      "value": 0.4919661344058356,
      "basis": "customs",
      "window": {
        "label": "5 年累计",
        "from": 2021,
        "to": 2025,
        "years": [
          2021,
          2022,
          2023,
          2024,
          2025
        ]
      },
      "source": "originSource.annualChinaShare5y",
      "unit": "ratio",
      "label": "中国来源份额（海关口径）",
      "reconciled_with": null,
      "computed_at": "2026-07-04T12:20:41.908Z"
    },
    "chinaSupplierShare_provenance": {
      "value": 0.4513079208582553,
      "basis": "supplier",
      "window": {
        "label": "5 年累计",
        "from": 2021,
        "to": 2025,
        "years": [
          2021,
          2022,
          2023,
          2024,
          2025
        ]
      },
      "source": "supplierFobs.china.aggregate",
      "unit": "ratio",
      "label": "中国供应商份额",
      "reconciled_with": null,
      "computed_at": "2026-07-04T12:20:41.908Z"
    },
    "chinaShareLatest_provenance": {
      "value": 0.6823446088934365,
      "basis": "customs",
      "window": {
        "label": "5 年累计",
        "from": 2021,
        "to": 2025,
        "years": [
          2021,
          2022,
          2023,
          2024,
          2025
        ]
      },
      "source": "chinaShareSeries5y[last].share",
      "unit": "ratio",
      "label": "中国份额（最新一年）",
      "reconciled_with": null,
      "computed_at": "2026-07-04T12:20:41.908Z"
    },
    "chinaSupplierCount_provenance": {
      "value": 153,
      "basis": "supplier",
      "window": {
        "label": "5 年累计",
        "from": 2021,
        "to": 2025,
        "years": [
          2021,
          2022,
          2023,
          2024,
          2025
        ]
      },
      "source": "supplierFobs.china.count",
      "unit": "count",
      "label": "中国供应商数量",
      "reconciled_with": null,
      "computed_at": "2026-07-04T12:20:41.908Z"
    },
    "cr5Origin_provenance": {
      "value": 0.9226972578519799,
      "basis": "customs",
      "window": {
        "label": "5 年累计",
        "from": 2021,
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        "years": [
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          2023,
          2024,
          2025
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      },
      "source": "topOrigins[0..4].share.sum",
      "unit": "ratio",
      "label": "前5来源国集中度",
      "reconciled_with": null,
      "computed_at": "2026-07-04T12:20:41.908Z"
    },
    "totalOriginCountries_provenance": {
      "value": 49,
      "basis": "customs",
      "window": {
        "label": "5 年累计",
        "from": 2021,
        "to": 2025,
        "years": [
          2021,
          2022,
          2023,
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          2025
        ]
      },
      "source": "topOrigins.length",
      "unit": "count",
      "label": "来源国总数",
      "reconciled_with": null,
      "computed_at": "2026-07-04T12:20:41.908Z"
    },
    "cr5Importer_provenance": {
      "value": 0.7748393045166522,
      "basis": "customs",
      "window": {
        "label": "5 年累计",
        "from": 2021,
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        "years": [
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          2023,
          2024,
          2025
        ]
      },
      "source": "importerFobs[0..4].fob.sum / totalFob",
      "unit": "ratio",
      "label": "前5进口商集中度",
      "reconciled_with": null,
      "computed_at": "2026-07-04T12:20:41.908Z"
    },
    "cr10Importer_provenance": {
      "value": 0.8668044484637535,
      "basis": "customs",
      "window": {
        "label": "5 年累计",
        "from": 2021,
        "to": 2025,
        "years": [
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          2024,
          2025
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      },
      "source": "importerFobs[0..9].fob.sum / totalFob",
      "unit": "ratio",
      "label": "前10进口商集中度",
      "reconciled_with": null,
      "computed_at": "2026-07-04T12:20:41.908Z"
    },
    "cr20Importer_provenance": {
      "value": 0.9300714887314064,
      "basis": "customs",
      "window": {
        "label": "5 年累计",
        "from": 2021,
        "to": 2025,
        "years": [
          2021,
          2022,
          2023,
          2024,
          2025
        ]
      },
      "source": "importerFobs[0..19].fob.sum / totalFob",
      "unit": "ratio",
      "label": "前20进口商集中度",
      "reconciled_with": null,
      "computed_at": "2026-07-04T12:20:41.908Z"
    },
    "hhiImporter_provenance": {
      "value": 0.20060747984616117,
      "basis": "customs",
      "window": {
        "label": "5 年累计",
        "from": 2021,
        "to": 2025,
        "years": [
          2021,
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          2023,
          2024,
          2025
        ]
      },
      "source": "importerFobs.aggregate",
      "unit": "ratio",
      "label": "进口商HHI",
      "reconciled_with": null,
      "computed_at": "2026-07-04T12:20:41.908Z"
    },
    "cr5Supplier_provenance": {
      "value": 0.555716944601637,
      "basis": "supplier",
      "window": {
        "label": "5 年累计",
        "from": 2021,
        "to": 2025,
        "years": [
          2021,
          2022,
          2023,
          2024,
          2025
        ]
      },
      "source": "supplierFobs[0..4].fob.sum / totalFob",
      "unit": "ratio",
      "label": "前5供应商集中度",
      "reconciled_with": null,
      "computed_at": "2026-07-04T12:20:41.908Z"
    },
    "cr5ChinaSupplier_provenance": {
      "value": 0.3406623186467825,
      "basis": "supplier",
      "window": {
        "label": "5 年累计",
        "from": 2021,
        "to": 2025,
        "years": [
          2021,
          2022,
          2023,
          2024,
          2025
        ]
      },
      "source": "supplierFobs.china[0..4].fob.sum / china.fob",
      "unit": "ratio",
      "label": "前5中国供应商集中度",
      "reconciled_with": null,
      "computed_at": "2026-07-04T12:20:41.908Z"
    },
    "hhiChinaSupplier_provenance": {
      "value": 0.21591404945377488,
      "basis": "supplier",
      "window": {
        "label": "5 年累计",
        "from": 2021,
        "to": 2025,
        "years": [
          2021,
          2022,
          2023,
          2024,
          2025
        ]
      },
      "source": "supplierFobs.china.aggregate",
      "unit": "ratio",
      "label": "中国供应商HHI",
      "reconciled_with": null,
      "computed_at": "2026-07-04T12:20:41.908Z"
    },
    "totalFob5y_provenance": {
      "value": 52860354.709999986,
      "basis": "customs",
      "window": {
        "label": "5 年累计",
        "from": 2021,
        "to": 2025,
        "years": [
          2021,
          2022,
          2023,
          2024,
          2025
        ]
      },
      "source": "annualTotals.fob.sum",
      "unit": "usd",
      "label": "窗口累计FOB",
      "reconciled_with": null,
      "computed_at": "2026-07-04T12:20:41.908Z"
    },
    "cagr5y_provenance": {
      "value": 0.020324884237799434,
      "basis": "customs",
      "window": {
        "label": "5 年累计",
        "from": 2021,
        "to": 2025,
        "years": [
          2021,
          2022,
          2023,
          2024,
          2025
        ]
      },
      "source": "computed from annualTotals.fob.sum",
      "unit": "ratio",
      "label": "CAGR",
      "reconciled_with": null,
      "computed_at": "2026-07-04T12:20:41.908Z"
    },
    "peakYear_provenance": {
      "value": 2023,
      "basis": "customs",
      "window": {
        "label": "5 年累计",
        "from": 2021,
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        "years": [
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          2023,
          2024,
          2025
        ]
      },
      "source": "annualTotals.fob.argmax",
      "unit": "year",
      "label": "峰值年份",
      "reconciled_with": null,
      "computed_at": "2026-07-04T12:20:41.908Z"
    },
    "latestVsPeakRatio_provenance": {
      "value": 0.9263840017883493,
      "basis": "customs",
      "window": {
        "label": "5 年累计",
        "from": 2021,
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        "years": [
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          2025
        ]
      },
      "source": "annualTotals[latest].fob / annualTotals[peak].fob",
      "unit": "ratio",
      "label": "最新/峰值比",
      "reconciled_with": null,
      "computed_at": "2026-07-04T12:20:41.908Z"
    },
    "targetCompetitionBand_provenance": {
      "value": "high",
      "basis": "customs",
      "window": {
        "label": "5 年累计",
        "from": 2021,
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        "years": [
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          2023,
          2024,
          2025
        ]
      },
      "source": "priceBands.scoring → low|mid|high",
      "unit": "enum",
      "label": "目标价位段",
      "reconciled_with": null,
      "computed_at": "2026-07-04T12:20:41.908Z"
    }
  },
  "importers": {
    "byId": {
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        "displayNameSource": "canonical_name",
        "canonicalName": "ANIXTER PANAMA S A",
        "taxId": "1068434-1-551451",
        "address": null,
        "phone": null,
        "email": null,
        "contact": null,
        "totalFob5y": 20374064.539999995,
        "marketSharePct": 0.38543185439778466,
        "rank": 1,
        "recordCount": 483,
        "supplierCount": 20,
        "chinaShareLatestPct": 0.9982479420586868,
        "chinaShare5y": 0.5851511129060161,
        "chinaShareByYear": {
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          "2022": 0.13774456519142622,
          "2023": 0.7111673961978532,
          "2024": 0.8465161443505763,
          "2025": 0.9982479420586868
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        "chinaShareDeltaPP": 0.15173179770811052,
        "yoyGrowth": {
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          "2025": 0.2430387668161308
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        "recentYoyAvg": 0.2430387668161308,
        "yoyVolatility": 0.2836441454274045,
        "tier": "growth",
        "avgUnitPrice": 211.95367201341884,
        "unitPriceQuartile": "Q3",
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          {
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            "quantity_unit": null,
            "shipment_date": "2023-07-10",
            "port_entry": "PUERTO DE MANZANILLO COLON",
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            "country_origin": "CHINA",
            "counterparty_role": "supplier",
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          {
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            "port_entry": "PUERTO CRISTOBAL",
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            "payment_method": null,
            "country_origin": "CHINA",
            "counterparty_role": "supplier",
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            "product_description_raw": "CABLES DE FIBRAS OPTICAS",
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            "port_entry": "PUERTO MANZANILLO COLON",
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            "payment_method": null,
            "country_origin": "ESTADOS UNIDOS DE NORTEAMERICA",
            "counterparty_role": "supplier",
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          {
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            "product_description_raw": "CABLES DE FIBRAS OPTICAS",
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            "quantity": 194435,
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            "port_entry": "PUERTO DE MANZANILLO",
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            "payment_method": null,
            "country_origin": "INDIA",
            "counterparty_role": "supplier",
            "counterparty_name": "MAITRANS INTERNATIONAL",
            "counterparty_entity_id": "af6e619a-23a0-41f3-aec0-3199d627b1ae",
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          {
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            "product_description_raw": "CABLES DE FIBRAS OPTICAS",
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        "source": "local_step3_metrics",
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        "name": "monthlyChinaFob",
        "source": "local_step3_metrics",
        "status": "exact",
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        "name": "importerFirstShipmentDates",
        "source": "local_step3_metrics",
        "status": "exact",
        "row_count": 321
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      {
        "name": "importerLastShipmentDates",
        "source": "local_step3_metrics",
        "status": "exact",
        "row_count": 321
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        "name": "importerOriginBreakdown",
        "source": "local_step3_metrics",
        "status": "exact",
        "row_count": 529
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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": 1
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        "name": "hsSubcodeYearly",
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        "status": "exact",
        "row_count": 105
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      {
        "name": "importerHsBreakdown",
        "source": "local_step3_metrics",
        "status": "exact",
        "row_count": 321
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      {
        "name": "importerSupplierCount",
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        "status": "exact",
        "row_count": 321
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    "invariants_passed": true,
    "oracle_max_diff_abs": 190,
    "oracle_max_diff_rel": 1.450381679389313,
    "oracle_checked": 10,
    "oracle_skipped": 3,
    "oracle_skipped_critical": 0,
    "banned_names_found": 0,
    "conclusion_count": 17
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      "value": "expanding",
      "label": "处于扩张阶段",
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      "value": "available",
      "label": "供应商数据完整",
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    "chinaPosition": {
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      "value": "expansion",
      "label": "中国处于扩张窗口",
      "ruleId": "mfr.china_position.v1",
      "evidence": [
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    "chinaShareTrend": {
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      "label": "中国份额上升",
      "ruleId": "mfr.china_share_trend.v1",
      "evidence": [
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        {
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          "value": 0.6823446088934365
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        {
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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": [
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        {
          "path": "priceBands.high.chinaShare",
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        {
          "path": "priceBands.high.importerCount",
          "value": 93
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      ]
    },
    "supplierCompetition": {
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      "value": "high_density",
      "label": "中国供应商竞争密集",
      "ruleId": "mfr.supplier_competition.v1",
      "evidence": [
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          "path": "market.chinaSupplierShareFob",
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        {
          "path": "market.chinaSupplierCount",
          "value": 153
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      ]
    },
    "nextActionChinaPosition": {
      "id": "nextActionChinaPosition",
      "value": "convert_leads",
      "label": "已有中国 lead · 加速转化为长期客户",
      "ruleId": "mfr.next_action.china_position.v1",
      "evidence": [
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          "path": "conclusions.chinaPosition.value",
          "value": "expansion"
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    },
    "nextActionMarketGrowth": {
      "id": "nextActionMarketGrowth",
      "value": "share_take",
      "label": "市场体量稳定 · 重点是抢份额而非创造需求",
      "ruleId": "mfr.next_action.market_growth.v1",
      "evidence": [
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    "importerConcentration": {
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      "value": "mixed",
      "label": "进口商中度集中 · Top20 + 中尾混合策略",
      "ruleId": "mfr.importer_concentration.v1",
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      "label": "市场在扩张 · 中国处于扩张窗口",
      "ruleId": "mfr.hero_positioning.v1",
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          "value": "expanding"
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          "path": "conclusions.chinaPosition.value",
          "value": "expansion"
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    "targetBandReason": {
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      "label": "体量大且中国仍有显著切入空间",
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      "evidence": [
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    "battleEntryAngle": {
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    },
    "battleProductFocus": {
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      "value": "available",
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      "ruleId": "mfr.battle_product_focus.v1",
      "evidence": [
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    "nextActionImporterPool": {
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      "label": "优先关注低渗透·上升 cohort",
      "ruleId": "mfr.next_action.importer_pool.v1",
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    "nextActionSupplierDensity": {
      "id": "nextActionSupplierDensity",
      "value": "crowded",
      "label": "中国供应商已密集 · 差异化竞争",
      "ruleId": "mfr.next_action.supplier_density.v1",
      "evidence": [
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          "path": "conclusions.supplierCompetition.value",
          "value": "high_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": [
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          "path": "market.seasonalIsWeak",
          "value": true
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    "advisoryMethodNote": {
      "id": "advisoryMethodNote",
      "value": "kmeans",
      "label": "价位带由 k-means 聚类得出",
      "ruleId": "mfr.advisory.method_note.v1",
      "evidence": [
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}
