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            "title": "NUCOR TRADING · $2.6M · 市场份额 8.8%",
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            "title": "DAEWOO INTERNATIONAL CORPORATI · $2.2M · 市场份额 7.6%",
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            "title": "GERDAU ACOMINAS S.A. · $2.2M · 市场份额 7.4%",
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            "title": "#25 IMPALA TERMINALS · FOB $23K · 中国份额 0%",
            "rank": 25,
            "importerId": "ea0322fd-2b86-4bcf-969f-491c5caf3477",
            "importerName": "IMPALA TERMINALS",
            "fobLabel": "$23K",
            "chinaShareLabel": "0%"
          },
          {
            "x": 790,
            "y": 303,
            "r": 4.2,
            "fill": "var(--navy)",
            "stroke": "var(--navy)",
            "label": "",
            "labelX": 780,
            "labelY": 297,
            "labelAnchor": "end",
            "title": "#26 CONCRET-MIX SA · FOB $16K · 中国份额 100%",
            "rank": 26,
            "importerId": "da1072e9-a328-4e67-9c53-e983ccf2805c",
            "importerName": "CONCRET-MIX SA",
            "fobLabel": "$16K",
            "chinaShareLabel": "100%"
          },
          {
            "x": 62,
            "y": 307.3,
            "r": 4.2,
            "fill": "var(--paper)",
            "stroke": "var(--olive)",
            "label": "",
            "labelX": 70,
            "labelY": 301.3,
            "labelAnchor": "start",
            "title": "#27 NOVA MODA SOCIEDA · FOB $14K · 中国份额 0%",
            "rank": 27,
            "importerId": "936559a3-77be-4116-ad4b-c9a1bae8f705",
            "importerName": "NOVA MODA SOCIEDA",
            "fobLabel": "$14K",
            "chinaShareLabel": "0%"
          },
          {
            "x": 790,
            "y": 314,
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            "fill": "var(--navy)",
            "stroke": "var(--navy)",
            "label": "",
            "labelX": 780,
            "labelY": 308,
            "labelAnchor": "end",
            "title": "#28 ROCKWAY S.A · FOB $12K · 中国份额 100%",
            "rank": 28,
            "importerId": "dc105606-e0c3-4711-a289-aefbcd6d980e",
            "importerName": "ROCKWAY S.A",
            "fobLabel": "$12K",
            "chinaShareLabel": "100%"
          }
        ],
        "yTicks": [
          {
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          {
            "y": 196.3,
            "label": "$245K"
          },
          {
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        ],
        "xTicks": [
          {
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            "label": "0%"
          },
          {
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          },
          {
            "x": 790,
            "label": "100%"
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        ],
        "legend": "X=进口商中国来源份额；Y=进口商采购规模（log）；空心=中国低渗透，实心=中国高渗透。"
      },
      "originTrend": {
        "width": 760,
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        "padL": 60,
        "padT": 24,
        "baselineY": 220,
        "plotW": 676,
        "bars": [
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            "x": 84.1,
            "labelX": 127.6,
            "total": 2251629.8,
            "totalLabel": "$2.3M",
            "labelY": 140.7,
            "segments": [
              {
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                "fill": "var(--navy)",
                "x": 84.1,
                "y": 204.8,
                "w": 87,
                "h": 15.2,
                "fob": 465922.49,
                "fobLabel": "$466K"
              },
              {
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                "fill": "var(--muted)",
                "x": 84.1,
                "y": 150.3,
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                "fob": 1673694.21,
                "fobLabel": "$1.7M"
              },
              {
                "country": "阿根廷",
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                "y": 150.3,
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                "fobLabel": "—"
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              {
                "country": "智利",
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                "x": 84.1,
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              },
              {
                "country": "土耳其",
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                "x": 84.1,
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                "w": 87,
                "h": 1.1,
                "fob": 33073,
                "fobLabel": "$33K"
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            ]
          },
          {
            "year": "2022",
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            "totalLabel": "$4.6M",
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            "segments": [
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                "fill": "var(--navy)",
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              {
                "country": "巴西",
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              {
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              {
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                "fob": 0,
                "fobLabel": "—"
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              {
                "country": "土耳其",
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                "h": 1.7,
                "fob": 51647.24,
                "fobLabel": "$52K"
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            ]
          },
          {
            "year": "2023",
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            "total": 6021044.67,
            "totalLabel": "$6.0M",
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            "segments": [
              {
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                "fill": "var(--navy)",
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                "y": 111.2,
                "w": 87,
                "h": 108.8,
                "fob": 3340860.159999999,
                "fobLabel": "$3.3M"
              },
              {
                "country": "巴西",
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                "h": 83.9,
                "fob": 2576619.2500000005,
                "fobLabel": "$2.6M"
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              {
                "country": "阿根廷",
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                "h": 3.2,
                "fob": 98679.76000000001,
                "fobLabel": "$99K"
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              {
                "country": "智利",
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                "x": 354.5,
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                "fobLabel": "—"
              },
              {
                "country": "土耳其",
                "fill": "var(--line-soft)",
                "x": 354.5,
                "y": 24.1,
                "w": 87,
                "h": 0,
                "fob": 0,
                "fobLabel": "—"
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            ]
          },
          {
            "year": "2024",
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            "total": 2385856.9299999997,
            "totalLabel": "$2.4M",
            "labelY": 136.3,
            "segments": [
              {
                "country": "中国",
                "fill": "var(--navy)",
                "x": 489.7,
                "y": 148.7,
                "w": 87,
                "h": 71.3,
                "fob": 2190604.81,
                "fobLabel": "$2.2M"
              },
              {
                "country": "巴西",
                "fill": "var(--muted)",
                "x": 489.7,
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                "h": 6.3,
                "fob": 192139.35999999996,
                "fobLabel": "$192K"
              },
              {
                "country": "阿根廷",
                "fill": "var(--line)",
                "x": 489.7,
                "y": 142.4,
                "w": 87,
                "h": 0,
                "fob": 0,
                "fobLabel": "—"
              },
              {
                "country": "智利",
                "fill": "var(--faint)",
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                "w": 87,
                "h": 0.1,
                "fob": 3003.48,
                "fobLabel": "$3K"
              },
              {
                "country": "土耳其",
                "fill": "var(--line-soft)",
                "x": 489.7,
                "y": 142.3,
                "w": 87,
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                "fob": 0,
                "fobLabel": "—"
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            ]
          },
          {
            "year": "2025",
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            "total": 4915505.840000001,
            "totalLabel": "$4.9M",
            "labelY": 54,
            "segments": [
              {
                "country": "中国",
                "fill": "var(--navy)",
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                "y": 87,
                "w": 87,
                "h": 133,
                "fob": 4085432.14,
                "fobLabel": "$4.1M"
              },
              {
                "country": "巴西",
                "fill": "var(--muted)",
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                "h": 26.9,
                "fob": 827561.0800000002,
                "fobLabel": "$828K"
              },
              {
                "country": "阿根廷",
                "fill": "var(--line)",
                "x": 624.9,
                "y": 60.1,
                "w": 87,
                "h": 0,
                "fob": 0,
                "fobLabel": "—"
              },
              {
                "country": "智利",
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                "x": 624.9,
                "y": 60.1,
                "w": 87,
                "h": 0,
                "fob": 0,
                "fobLabel": "—"
              },
              {
                "country": "土耳其",
                "fill": "var(--line-soft)",
                "x": 624.9,
                "y": 60.1,
                "w": 87,
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                "fob": 0,
                "fobLabel": "—"
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            ]
          }
        ],
        "axisLabels": [
          {
            "year": "2021",
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          },
          {
            "year": "2022",
            "x": 262.8,
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          },
          {
            "year": "2023",
            "x": 398,
            "y": 236
          },
          {
            "year": "2024",
            "x": 533.2,
            "y": 236
          },
          {
            "year": "2025",
            "x": 668.4,
            "y": 236
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        ],
        "maxLabel": "$6.0M",
        "top5Origins": [
          "中国",
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          "阿根廷",
          "智利",
          "土耳其"
        ],
        "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": "$0.15–$2.95",
        "importerCount": 35,
        "fobShareLabel": "25.6%",
        "chinaShareLabel": "34.6%",
        "isTarget": true
      },
      {
        "bandKey": "mid",
        "label": "中价位",
        "priceRangeLabel": "$3.26–$35.03",
        "importerCount": 16,
        "fobShareLabel": "5.5%",
        "chinaShareLabel": "68.6%",
        "isTarget": false
      },
      {
        "bandKey": "high",
        "label": "高价位",
        "priceRangeLabel": "$109.40–$2388.31",
        "importerCount": 14,
        "fobShareLabel": "68.9%",
        "chinaShareLabel": "80.9%",
        "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": "$29.5M",
      "coverChinaShareLabel": "64.5%",
      "coverChinaShareLatestLabel": "76.2%",
      "coverCagrLabel": "+30.2%",
      "coverHhiLabel": "0.327",
      "coverPeakYearLabel": "2024",
      "coverLatestVsPeakLabel": "77%",
      "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"
      }
    },
    "chinaShare5ySupplierPath": 0.6449545226777637,
    "chinaSourceShare5yFob": 0.6449545226777637,
    "originBasis": "raw_records.origin_fob",
    "chinaSourceBasis": "raw_records.origin_fob",
    "originSourceMeta": {
      "hasAnnualChinaFob": true,
      "hasOriginRows": true,
      "chinaShareDenominatorBasis": "classified_origin_fob",
      "classifiedOriginTotalFob": 29543176.680000003,
      "classifiedChinaFob": 19053919.39,
      "annualTotalFob": 29543043.299999997,
      "annualChinaFob": 19053919.39,
      "fellBackToSupplierBasis": false
    },
    "chinaShare5y_provenance": {
      "value": 0.6449516108705747,
      "basis": "mixed",
      "window": {
        "label": "5 年累计",
        "from": 2021,
        "to": 2025,
        "years": [
          2021,
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          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": 0.6449545226777637,
        "supplier_path_value": 0.6449545226777637
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      "computed_at": "2026-07-04T01:59:48.373Z"
    },
    "chinaSourceShare5yFob_provenance": {
      "value": 0.6449545226777637,
      "basis": "customs",
      "window": {
        "label": "5 年累计",
        "from": 2021,
        "to": 2025,
        "years": [
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          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": "2026-07-04T01:59:48.373Z"
    },
    "chinaSupplierShare_provenance": {
      "value": 0.42318972415934497,
      "basis": "supplier",
      "window": {
        "label": "5 年累计",
        "from": 2021,
        "to": 2025,
        "years": [
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          2025
        ]
      },
      "source": "supplierFobs.china.aggregate",
      "unit": "ratio",
      "label": "中国供应商份额",
      "reconciled_with": null,
      "computed_at": "2026-07-04T01:59:48.373Z"
    },
    "chinaShareLatest_provenance": {
      "value": 0.7621864065017422,
      "basis": "customs",
      "window": {
        "label": "5 年累计",
        "from": 2021,
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        "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": "2026-07-04T01:59:48.373Z"
    },
    "chinaSupplierCount_provenance": {
      "value": 17,
      "basis": "supplier",
      "window": {
        "label": "5 年累计",
        "from": 2021,
        "to": 2025,
        "years": [
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          2025
        ]
      },
      "source": "supplierFobs.china.count",
      "unit": "count",
      "label": "中国供应商数量",
      "reconciled_with": null,
      "computed_at": "2026-07-04T01:59:48.373Z"
    },
    "cr5Origin_provenance": {
      "value": 0.9929893524232886,
      "basis": "customs",
      "window": {
        "label": "5 年累计",
        "from": 2021,
        "to": 2025,
        "years": [
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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": "2026-07-04T01:59:48.373Z"
    },
    "totalOriginCountries_provenance": {
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      "window": {
        "label": "5 年累计",
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        "to": 2025,
        "years": [
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          2023,
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        ]
      },
      "source": "topOrigins.length",
      "unit": "count",
      "label": "来源国总数",
      "reconciled_with": null,
      "computed_at": "2026-07-04T01:59:48.373Z"
    },
    "cr5Importer_provenance": {
      "value": 0.8085380935412658,
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      "window": {
        "label": "5 年累计",
        "from": 2021,
        "to": 2025,
        "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": "2026-07-04T01:59:48.373Z"
    },
    "cr10Importer_provenance": {
      "value": 0.9222290586795483,
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      "window": {
        "label": "5 年累计",
        "from": 2021,
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        "years": [
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          2024,
          2025
        ]
      },
      "source": "importerFobs[0..9].fob.sum / totalFob",
      "unit": "ratio",
      "label": "前10进口商集中度",
      "reconciled_with": null,
      "computed_at": "2026-07-04T01:59:48.373Z"
    },
    "cr20Importer_provenance": {
      "value": 0.9886401589905118,
      "basis": "customs",
      "window": {
        "label": "5 年累计",
        "from": 2021,
        "to": 2025,
        "years": [
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          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": "2026-07-04T01:59:48.373Z"
    },
    "hhiImporter_provenance": {
      "value": 0.32707434220352105,
      "basis": "customs",
      "window": {
        "label": "5 年累计",
        "from": 2021,
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        "years": [
          2021,
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          2023,
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        ]
      },
      "source": "importerFobs.aggregate",
      "unit": "ratio",
      "label": "进口商HHI",
      "reconciled_with": null,
      "computed_at": "2026-07-04T01:59:48.373Z"
    },
    "cr5Supplier_provenance": {
      "value": 0.42312945880537556,
      "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": "2026-07-04T01:59:48.373Z"
    },
    "cr5ChinaSupplier_provenance": {
      "value": 0.3865895859375131,
      "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": "2026-07-04T01:59:48.373Z"
    },
    "hhiChinaSupplier_provenance": {
      "value": 0.18478227139696296,
      "basis": "supplier",
      "window": {
        "label": "5 年累计",
        "from": 2021,
        "to": 2025,
        "years": [
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          2023,
          2024,
          2025
        ]
      },
      "source": "supplierFobs.china.aggregate",
      "unit": "ratio",
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    "oracle_skipped_critical": 0,
    "banned_names_found": 0,
    "conclusion_count": 17
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      "id": "marketPhase",
      "value": "expanding",
      "label": "处于扩张阶段",
      "ruleId": "mfr.market_trend.v1",
      "evidence": [
        {
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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
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      ]
    },
    "chinaPosition": {
      "id": "chinaPosition",
      "value": "expansion",
      "label": "中国处于扩张窗口",
      "ruleId": "mfr.china_position.v1",
      "evidence": [
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          "path": "market.targetBandChinaShareFob",
          "value": 0.3457771494940081
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        {
          "path": "market.chinaSupplierShareFob",
          "value": 0.42318972415934497
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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": 0.17572692984273175
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        {
          "path": "market.chinaZoom.shareSeries5y[4].share",
          "value": 0.7621864065017422
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        {
          "path": "_delta_pp",
          "value": 58.64594766590104
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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": 0.2558033000615072
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        {
          "path": "priceBands.low.chinaShare",
          "value": 0.3457771494940081
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        {
          "path": "priceBands.low.importerCount",
          "value": 35
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      ]
    },
    "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",
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        {
          "path": "market.chinaSupplierCount",
          "value": 17
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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": [
        {
          "path": "conclusions.chinaPosition.value",
          "value": "expansion"
        }
      ]
    },
    "nextActionMarketGrowth": {
      "id": "nextActionMarketGrowth",
      "value": "invest",
      "label": "市场扩张 · 投入加码可正回报",
      "ruleId": "mfr.next_action.market_growth.v1",
      "evidence": [
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          "path": "market.cagr5yFob",
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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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          "path": "market.hhiImporterFob",
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      ]
    },
    "heroPositioning": {
      "id": "heroPositioning",
      "value": "expansion_expanding",
      "label": "市场在扩张 · 中国处于扩张窗口",
      "ruleId": "mfr.hero_positioning.v1",
      "evidence": [
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          "path": "conclusions.marketPhase.value",
          "value": "expanding"
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        {
          "path": "conclusions.chinaPosition.value",
          "value": "expansion"
        }
      ]
    },
    "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": [
        {
          "path": "priceBands.low.fobShare",
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        {
          "path": "priceBands.low.chinaShare",
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    },
    "battleEntryAngle": {
      "id": "battleEntryAngle",
      "value": "price_challenge",
      "label": "价格挑战切入",
      "ruleId": "mfr.battle_entry_angle.v1",
      "evidence": [
        {
          "path": "market.targetBandChinaShareFob",
          "value": 0.3457771494940081
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      ]
    },
    "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": 3
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      ]
    },
    "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": 0
        },
        {
          "path": "_lowUp_count",
          "value": 3
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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": [
        {
          "path": "conclusions.supplierCompetition.value",
          "value": "high_density"
        }
      ]
    },
    "advisorySeasonality": {
      "id": "advisorySeasonality",
      "value": "strong",
      "label": "季节性信号显著",
      "ruleId": "mfr.advisory.seasonality.v1",
      "evidence": [
        {
          "path": "market.seasonalIsWeak",
          "value": false
        }
      ]
    },
    "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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      ]
    }
  },
  "snapshot_hash": "f931de6e1a24edac3c28e83ed7009f5b61efc6a82c82fbf223a68af3a399ac00"
}
