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      "cohort 信号：中渗透 + 上升 cohort 共 3 家 · 综合 FOB $3.5M",
      "中国份额信号：5 年累计 86% · 处于高份额区间 (>60%)",
      "市场增速信号：5 年 CAGR 0.8% · 稳定区间 (-5% 至 5%)",
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      "集中度信号：HHI 34.2 · 高集中 (≥0.25)"
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                "fob": 722784.28,
                "fobLabel": "$723K"
              },
              {
                "country": "香港",
                "fill": "var(--line-soft)",
                "x": 597,
                "y": 26.2,
                "w": 109,
                "h": 0,
                "fob": 0,
                "fobLabel": "—"
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            ]
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        ],
        "axisLabels": [
          {
            "year": "2021",
            "x": 144.5,
            "y": 236
          },
          {
            "year": "2022",
            "x": 313.5,
            "y": 236
          },
          {
            "year": "2024",
            "x": 482.5,
            "y": 236
          },
          {
            "year": "2025",
            "x": 651.5,
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        ],
        "maxLabel": "$164.3M",
        "top5Origins": [
          "中国",
          "巴西",
          "ZONA FRANCA TRANS TRADE",
          "日本",
          "香港"
        ],
        "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": "$1.24–$30.00",
        "importerCount": 8,
        "fobShareLabel": "0.0%",
        "chinaShareLabel": "2.5%",
        "isTarget": true
      },
      {
        "bandKey": "mid",
        "label": "中价位",
        "priceRangeLabel": "$37.50–$131.04",
        "importerCount": 43,
        "fobShareLabel": "85.8%",
        "chinaShareLabel": "94.9%",
        "isTarget": false
      },
      {
        "bandKey": "high",
        "label": "高价位",
        "priceRangeLabel": "$135.70–$627.30",
        "importerCount": 32,
        "fobShareLabel": "14.2%",
        "chinaShareLabel": "27.3%",
        "isTarget": false
      }
    ],
    "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": "$630.1M",
      "coverChinaShareLabel": "86.2%",
      "coverChinaShareLatestLabel": "91.0%",
      "coverCagrLabel": "+0.8%",
      "coverHhiLabel": "0.342",
      "coverPeakYearLabel": "2025",
      "coverLatestVsPeakLabel": "100%",
      "windowLabel": "5 年累计",
      "windowYearCount": 5,
      "windowYearsList": [
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    },
    "dataAvailability": {
      "supplier": {
        "available": true,
        "reason": "supplier_visible",
        "substituteBasis": "raw_records.origin_fob"
      },
      "origin": {
        "available": true,
        "basis": "raw_records.origin_fob"
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    },
    "chinaShare5ySupplierPath": 0.8615270208794725,
    "chinaSourceShare5yFob": 0.8615270208794725,
    "originBasis": "raw_records.origin_fob",
    "chinaSourceBasis": "raw_records.origin_fob",
    "originSourceMeta": {
      "hasAnnualChinaFob": true,
      "hasOriginRows": true,
      "chinaShareDenominatorBasis": "classified_origin_fob",
      "classifiedOriginTotalFob": 630096537.6400003,
      "classifiedChinaFob": 542845210.1700006,
      "annualTotalFob": 630096557.6399999,
      "annualChinaFob": 542845210.17,
      "fellBackToSupplierBasis": false
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    "chinaShare5y_provenance": {
      "value": 0.8615270482253466,
      "basis": "mixed",
      "window": {
        "label": "5 年累计",
        "from": 2021,
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        "years": [
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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": 0.8615270208794725
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      "computed_at": "2026-07-03T22:10:46.723Z"
    },
    "chinaSourceShare5yFob_provenance": {
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      "window": {
        "label": "5 年累计",
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        "years": [
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      },
      "source": "originSource.annualChinaShare5y",
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      "label": "中国来源份额（海关口径）",
      "reconciled_with": null,
      "computed_at": "2026-07-03T22:10:46.723Z"
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    "chinaSupplierShare_provenance": {
      "value": 0.8136286582808245,
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      },
      "source": "supplierFobs.china.aggregate",
      "unit": "ratio",
      "label": "中国供应商份额",
      "reconciled_with": null,
      "computed_at": "2026-07-03T22:10:46.723Z"
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    "chinaShareLatest_provenance": {
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      "source": "chinaShareSeries5y[last].share",
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      "reconciled_with": null,
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    },
    "chinaSupplierCount_provenance": {
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      "source": "supplierFobs.china.count",
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      "source": "topOrigins[0..4].share.sum",
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    "totalOriginCountries_provenance": {
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      "source": "topOrigins.length",
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      "label": "来源国总数",
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    "cr10Importer_provenance": {
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      "source": "importerFobs[0..19].fob.sum / totalFob",
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      "label": "前20进口商集中度",
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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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      "window": {
        "label": "5 年累计",
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      "source": "supplierFobs.china[0..4].fob.sum / china.fob",
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      "label": "前5中国供应商集中度",
      "reconciled_with": null,
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    "hhiChinaSupplier_provenance": {
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      "computed_at": "2026-07-03T22:10:46.723Z"
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    "totalFob5y_provenance": {
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      },
      "source": "annualTotals.fob.sum",
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      "label": "窗口累计FOB",
      "reconciled_with": null,
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      "window": {
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      "source": "annualTotals[latest].fob / annualTotals[peak].fob",
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        "status": "exact",
        "row_count": 51
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      {
        "name": "importerHsBreakdown",
        "source": "local_step3_metrics",
        "status": "exact",
        "row_count": 121
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      {
        "name": "importerSupplierCount",
        "source": "local_step3_metrics",
        "status": "exact",
        "row_count": 83
      }
    ],
    "narratives": {}
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  "_v3_validation": {
    "invariants_passed": true,
    "oracle_max_diff_abs": 34,
    "oracle_max_diff_rel": 0.6938775510204082,
    "oracle_checked": 10,
    "oracle_skipped": 3,
    "oracle_skipped_critical": 0,
    "banned_names_found": 0,
    "conclusion_count": 17
  },
  "_v3_conclusions": {
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      "id": "marketPhase",
      "value": "repairing",
      "label": "处于修复阶段",
      "ruleId": "mfr.market_trend.v1",
      "evidence": [
        {
          "path": "market.cagr5yFob",
          "value": 0.007873504658475916
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      ]
    },
    "supplierAvailability": {
      "id": "supplierAvailability",
      "value": "available",
      "label": "供应商数据完整",
      "ruleId": "mfr.supplier_availability.v1",
      "evidence": [
        {
          "path": "dataAvailability.supplier.visible",
          "value": true
        }
      ]
    },
    "chinaPosition": {
      "id": "chinaPosition",
      "value": "early",
      "label": "中国仍处早期阶段",
      "ruleId": "mfr.china_position.v1",
      "evidence": [
        {
          "path": "market.targetBandChinaShareFob",
          "value": 0.024598822697358354
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        {
          "path": "market.chinaSupplierShareFob",
          "value": 0.8136286582808245
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      ]
    },
    "chinaShareTrend": {
      "id": "chinaShareTrend",
      "value": "increasing",
      "label": "中国份额上升",
      "ruleId": "mfr.china_share_trend.v1",
      "evidence": [
        {
          "path": "market.chinaZoom.shareSeries5y[0].share",
          "value": 0.868096654974111
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        {
          "path": "market.chinaZoom.shareSeries5y[4].share",
          "value": 0.9101747023096572
        },
        {
          "path": "_delta_pp",
          "value": 4.207804733554621
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      ]
    },
    "targetCompetitionBand": {
      "id": "targetCompetitionBand",
      "value": "low",
      "label": "推荐切入低价位段",
      "ruleId": "mfr.target_competition_band.v1",
      "evidence": [
        {
          "path": "priceBands.low.fobShare",
          "value": 0.000017637836400226165
        },
        {
          "path": "priceBands.low.chinaShare",
          "value": 0.024598822697358354
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        {
          "path": "priceBands.low.importerCount",
          "value": 8
        }
      ]
    },
    "supplierCompetition": {
      "id": "supplierCompetition",
      "value": "high_density",
      "label": "中国供应商竞争密集",
      "ruleId": "mfr.supplier_competition.v1",
      "evidence": [
        {
          "path": "market.chinaSupplierShareFob",
          "value": 0.8136286582808245
        },
        {
          "path": "market.chinaSupplierCount",
          "value": 128
        }
      ]
    },
    "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"
        }
      ]
    },
    "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": [
        {
          "path": "market.cagr5yFob",
          "value": 0.007873504658475916
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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": [
        {
          "path": "market.hhiImporterFob",
          "value": 0.3420051324790895
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      ]
    },
    "heroPositioning": {
      "id": "heroPositioning",
      "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": [
        {
          "path": "conclusions.marketPhase.value",
          "value": "repairing"
        },
        {
          "path": "conclusions.chinaPosition.value",
          "value": "early"
        }
      ]
    },
    "targetBandReason": {
      "id": "targetBandReason",
      "value": "least_saturated_fallback",
      "label": "全段位均偏饱和 · 选择相对最未饱和段位",
      "ruleId": "mfr.target_band_reason.v1",
      "evidence": [
        {
          "path": "priceBands.low.fobShare",
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        },
        {
          "path": "priceBands.low.chinaShare",
          "value": 0.024598822697358354
        }
      ]
    },
    "battleEntryAngle": {
      "id": "battleEntryAngle",
      "value": "differentiate",
      "label": "差异化产品切入",
      "ruleId": "mfr.battle_entry_angle.v1",
      "evidence": [
        {
          "path": "market.targetBandChinaShareFob",
          "value": 0.024598822697358354
        }
      ]
    },
    "battleProductFocus": {
      "id": "battleProductFocus",
      "value": "available",
      "label": "HS 子编码产品方向已识别",
      "ruleId": "mfr.battle_product_focus.v1",
      "evidence": [
        {
          "path": "market.hsSubcodeRows.length",
          "value": 4
        }
      ]
    },
    "nextActionImporterPool": {
      "id": "nextActionImporterPool",
      "value": "no_pool",
      "label": "无明显候选 cohort",
      "ruleId": "mfr.next_action.importer_pool.v1",
      "evidence": [
        {
          "path": "_midUp_count",
          "value": 3
        },
        {
          "path": "_lowUp_count",
          "value": 0
        }
      ]
    },
    "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": [
        {
          "path": "conclusions.supplierCompetition.value",
          "value": "high_density"
        }
      ]
    },
    "advisorySeasonality": {
      "id": "advisorySeasonality",
      "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"
        }
      ]
    }
  },
  "snapshot_hash": "b94475aa1ab937c9b29a2c7f776193185cfbad6017c3f7a7c86398622c7693fb"
}