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"customer_hhi": 10000, "competitive_index": 4.39, "competitive_signal": "高度绑定型供应商", "entity_ids": [ "5b9d6a09-f817-43ea-9653-b87ee8469135" ], "aliases": [ "CHINA VIOMED CO., LTD" ], "variant_count": 1 } ], "total_share": 0.7471308599027755, "total_fob": 324044.69999999995, "label": "VIOMED", "affiliated_to_importer": false, "member_count": 1 }, "affiliated_share": 0, "external_group_count": 2, "total_group_count": 2, "summary_text": "表面上有 2 家 supplier 参与该账户，但按集团归集后可视为 2 个供应集团。 真正独立的外部供应集团约 2 个，占 100.0%。 其中 VIOMED 占比最高，约 74.7%。", "uncertain_group_pairs": [], "uncertain_group_summary": "", "by_supplier": { "5b9d6a09-f817-43ea-9653-b87ee8469135": { "group_id": "group-1", "group_label": "VIOMED", "group_share": 0.7471308599027755, "group_member_count": 1, "affiliated_to_importer": false }, "e408b669-b326-413c-86c4-a0761b85726e": { "group_id": "group-2", "group_label": "ANHUI KANGDA", "group_share": 0.2528691400972243, "group_member_count": 1, "affiliated_to_importer": false } } }, "supplier_structure_metrics": { "exited_supplier_count": 0, "exited_supplier_share_total": 0, "exited_supplier_fob_total": 0, "new_supplier_count": 0, "supplier_price_gap_ratio": 1.651846347870164, "top_supplier_metrics": { "supplier_name": "CHINA VIOMED CO., LTD", "supplier_entity_id": "5b9d6a09-f817-43ea-9653-b87ee8469135", "total_share": 0.7471308599027755, "supplier_affiliation": "独立供应方", "share_role": "主导型", "frequency_role": "高频采购", "trend_role": "份额回落中", "price_role": "高价带", "sample_share": 0.7471308599027755, "account_shipment_count": 16, "account_annualized_shipments": 2.67, "account_avg_gap_days": 111.53, "account_rhythm_label": "常规补货", "first_year": 2010, "latest_year": 2015, "first_year_share": 1, "latest_year_share": 0.30709045148972247, "importer_latest_year_share": 0.30709045148972247, "peak_share": 1, "peak_share_year": 2010, "share_delta_first_to_latest": -0.6929095485102775, "share_delta_active_to_latest": -0.6929095485102775, "share_delta_peak_to_latest": -0.6929095485102775, "first_active_year": 2010, "last_active_year": 2015, "first_active_share": 1, "last_active_share": 0.30709045148972247, "last_active_year_share": 0.30709045148972247, "active_year_count": 6, "exited_in_latest_year": false, "new_entrant_in_latest_year": false, "share_change_reference": { "from_year": 2010, "to_year": 2015, "from_share": 1, "to_share": 0.30709045148972247, "delta": -0.6929095485102775 }, "group_label": "VIOMED", "group_share": 0.7471308599027755, "group_member_count": 1, "group_affiliated_to_importer": false, "relationship_summary": "主导型 · 份额回落中 · 高价带", "competitive_signal": "这个主供的份额在往下掉，客户大概率在重新分货。 2010年 100% → 2015年 31%（-69pp）。", "attack_focus": "重点看它掉下来的到底是哪类规格、交期，还是哪个价格带，这是最现实的切口。", "entry_angle": "先切次核心品类、交付波动的环节，或者比较容易被拆开的那一小块。", "entry_difficulty": "中高", "difficulty_reason": "供货 6 年 · 累计份额 75% · 末年份额在回落", "share_window_fob_estimate": 50087.982981403235 }, "top_supplier_pct": 0.7471308599027755, "supplier_count": 2, "external_group_count": 2, "affiliated_share": 0 }, "scenario_assessment": { "penetration_tier": { "key": "high", "label": "高渗透" }, "lead_supplier_motion": { "key": "declining", "raw_key": "declining", "label": "主供回落", "override_applied": false, "reference": { "from_year": 2010, "to_year": 2015, "from_share": 1, "to_share": 0.30709045148972247, "delta": -0.6929095485102775 } }, "demand_pattern": { "key": "pulse_reverted", "label": "脉冲后回归" }, "barrier_tier": { "key": "single_locked", "label": "单一锁定" }, "scenario_key": "limited_window", "scenario_label": "壁垒松动 · 增量有限", "opportunity_type": "有限窗口型", "action_level": "暂时忽略", "entry_position": "小切口验证 / 流失份额", "advantage_focus": "小切口验证 + 流失份额", "resource_boundary": "窗口存在，但客户自己的增量有限，不宜重仓。", "matrix_mode": "limited_window", "size_tier": "Tier C", "output_depth": "screening", "size_variant": "small", "compact_template": null, "trigger_metrics": { "china_penetration": 0.9999999999999998, "annualized_fob": 72286.46666666667, "active_years": 6, "shipment_count": 24, "insufficient_data_shipment_threshold": 3, "hhi": 6221.473238325704, "top_supplier_pct": 0.7471308599027755, "top1_first_year_share": 1, "top1_first_active_year": 2010, "top1_first_active_share": 1, "top1_latest_year_share": 0.30709045148972247, "top1_peak_share": 1, "top1_peak_share_year": 2010, "top1_share_delta_first_to_latest": -0.6929095485102775, "top1_share_delta_active_to_latest": -0.6929095485102775, "top1_share_delta_peak_to_latest": -0.6929095485102775, "latest_vs_peak_ratio": 0.3006466814923049, "latest_vs_first_growth": 0.4437647587990554, "cagr_fob": 0.07621561091394136, "exited_supplier_count": 0, "exited_supplier_share_total": 0, "new_supplier_count": 0, "supplier_price_gap_ratio": 1.651846347870164, "peak_year": 2013, "peak_fob": 149470.8, "latest_year_fob": 44937.9 }, "trigger_summary": [ "高渗透（中国采购 100%）", "主供回落 · 2010年 100% → 2015年 31%（-69pp）", "脉冲后回归 · 末年/峰值 30%", "高度集中（HHI 6,221 · Top1 75%）" ] }, "supplier_analysis": { "5b9d6a09-f817-43ea-9653-b87ee8469135": { "supplier_affiliation": "独立供应方", "share_role": "主导型", "frequency_role": "高频采购", "trend_role": "份额回落中", "price_role": "高价带", "sample_share": 0.7471308599027755, "account_shipment_count": 16, "account_annualized_shipments": 2.67, "account_avg_gap_days": 111.53, "account_rhythm_label": "常规补货", "first_year": 2010, "latest_year": 2015, "first_year_share": 1, "latest_year_share": 0.30709045148972247, "importer_latest_year_share": 0.30709045148972247, "peak_share": 1, "peak_share_year": 2010, "share_delta_first_to_latest": -0.6929095485102775, "share_delta_active_to_latest": -0.6929095485102775, "share_delta_peak_to_latest": -0.6929095485102775, "first_active_year": 2010, "last_active_year": 2015, "first_active_share": 1, "last_active_share": 0.30709045148972247, "last_active_year_share": 0.30709045148972247, "active_year_count": 6, "exited_in_latest_year": false, "new_entrant_in_latest_year": false, "share_change_reference": { "from_year": 2010, "to_year": 2015, "from_share": 1, "to_share": 0.30709045148972247, "delta": -0.6929095485102775 }, "group_label": "VIOMED", "group_share": 0.7471308599027755, "group_member_count": 1, "group_affiliated_to_importer": false, "relationship_summary": "主导型 · 份额回落中 · 高价带", "competitive_signal": "这个主供的份额在往下掉，客户大概率在重新分货。 2010年 100% → 2015年 31%（-69pp）。", "attack_focus": "重点看它掉下来的到底是哪类规格、交期，还是哪个价格带，这是最现实的切口。", "entry_angle": "先切次核心品类、交付波动的环节，或者比较容易被拆开的那一小块。", "entry_difficulty": "中高", "difficulty_reason": "供货 6 年 · 累计份额 75% · 末年份额在回落" }, "e408b669-b326-413c-86c4-a0761b85726e": { "supplier_affiliation": "独立供应方", "share_role": "核心跟随型", "frequency_role": "高频采购", "trend_role": "份额扩张中", "price_role": "高价带", "sample_share": 0.2528691400972243, "account_shipment_count": 8, "account_annualized_shipments": 2.67, "account_avg_gap_days": 74.43, "account_rhythm_label": "常规补货", "first_year": 2010, "latest_year": 2015, "first_year_share": 0, "latest_year_share": 0.6929095485102775, "importer_latest_year_share": 0.6929095485102775, "peak_share": 0.6929095485102775, "peak_share_year": 2015, "share_delta_first_to_latest": 0.6929095485102775, "share_delta_active_to_latest": 0.3567181318589984, "share_delta_peak_to_latest": 0, "first_active_year": 2013, "last_active_year": 2015, "first_active_share": 0.3361914166512791, "last_active_share": 0.6929095485102775, "last_active_year_share": 0.6929095485102775, "active_year_count": 3, "exited_in_latest_year": false, "new_entrant_in_latest_year": false, "share_change_reference": { "from_year": 2013, "to_year": 2015, "from_share": 0.3361914166512791, "to_share": 0.6929095485102775, "delta": 0.3567181318589984 }, "group_label": "ANHUI KANGDA", "group_share": 0.2528691400972243, "group_member_count": 1, "group_affiliated_to_importer": false, "relationship_summary": "核心跟随型 · 份额扩张中 · 高价带", "competitive_signal": "这个二供区间在放量，说明这块份额既在长，也最容易被人抢。 2013年 34% → 2015年 69%（+36pp）。", "attack_focus": "先确认它吃到的是新增需求，还是主供主动让出来的补位份额。", "entry_angle": "更适合先抢第二供应商位置，而不是直接冲主供整盘份额。", "entry_difficulty": "中", "difficulty_reason": "供货 3 年 · 累计份额 25% · 末年份额还在扩张" } } }, "time_context": { "first_year": 2010, "prev_year": 2014, "last_year": 2015, "gap_years": 11, "freshness": "stale", "trend_prefix": "截至2015年（相较2014年）", "warning_text": "数据截止 2015 年，距今已 11 年。报告更适合用来筛选历史上值得研究的客户，不应直接当作当前采购现状。" }, "price_analysis": { "sample_count": 24, "band_count": 3, "range_multiple": 1457.9253859376754, "summary_text": "存在 3 个明显价格带：低价带 $0.00–$0.02（FOB 占比 30%）；中价带 $0.02–$2.30（FOB 占比 31%）；高价带 $2.45–$2.92（FOB 占比 38%）。", "bands": [ { "label": "低价带", "trade_count": 8, "fob_total_usd": 131785.46, "fob_share": 0.3038500060407803, "min_unit_price": 0.002004245958665848, "max_unit_price": 0.024021859504132232, "avg_unit_price": 0.020378851095607164, "median_unit_price": 0.02268103448275862 }, { "label": "中价带", "trade_count": 8, "fob_total_usd": 135400.82, "fob_share": 0.31218572955564755, "min_unit_price": 0.024089469178082194, "max_unit_price": 2.3, "avg_unit_price": 0.31457310308330394, "median_unit_price": 0.03222396814649081 }, { "label": "高价带", "trade_count": 8, "fob_total_usd": 166532.52000000002, "fob_share": 0.38396426440357206, "min_unit_price": 2.45, "max_unit_price": 2.9220410628019327, "avg_unit_price": 2.6946535674090493, "median_unit_price": 2.7008794081735257 } ] }, "decision_summary": { "scenario_key": "limited_window", "action_level": "先研究", "scenario_action_level": "暂时忽略", "opportunity_type": "有限窗口型", "entry_position": "小切口验证 / 流失份额", "advantage_focus": "小切口验证 + 流失份额", "size_tier": "Tier C", "output_depth": "screening", "size_variant": "small", "compact_template": null, "supply_structure_label": "高度集中", "priority_score": 4.8, "legacy_priority_score": 6, "score_formula": "0.3×体量分 + 0.3×窗口分 + 0.2×壁垒分 + 0.2×趋势分 + 时效修正", "score_breakdown": [ { "label": "体量分", "value": "8.0 / 10", "detail": "年均 FOB $72K" }, { "label": "窗口分", "value": "5.5 / 10", "detail": "壁垒松动 · 增量有限" }, { "label": "壁垒分", "value": "2.5 / 10", "detail": "single_locked 基础分 2.5，无额外修正" }, { "label": "趋势分", "value": "4.8 / 10", "detail": "pulse_reverted 基础分 4.0，长期 CAGR 为正+0.8" }, { "label": "时效修正", "value": "-0.75", "detail": "历史" } ], "score_modifier_summary": [], "scenario_label": "壁垒松动 · 增量有限", "trigger_summary": [ "高渗透（中国采购 100%）", "主供回落 · 2010年 100% → 2015年 31%（-69pp）", "脉冲后回归 · 末年/峰值 30%", "高度集中（HHI 6,221 · Top1 75%）" ], "trigger_facts": [ { "label": "年均 FOB", "value": "$72K" }, { "label": "CAGR", "value": "+7.6%" }, { "label": "峰值年", "value": "2013 · $149K" }, { "label": "末年 / 峰值", "value": "30%" }, { "label": "主供份额轨迹", "value": "2010年 100% → 2015年 31%（-69pp）" }, { "label": "供应商价差", "value": "1.7x" } ] }, "raw_export_summary": { "row_count": 24, "date_min": "2010-06-30", "date_max": "2015-01-28", "total_fob_usd": 433718.80000000005, "hs_codes": [ "9018312000", "9018319000" ], "hs_breakdown": [ { "hs_code": "9018312000", "row_count": 23, "fob_total_usd": 431198.80000000005, "fob_share": 0.9941897837953992 }, { "hs_code": "9018319000", "row_count": 1, "fob_total_usd": 2520, "fob_share": 0.005810216204600769 } ], "supplier_raw_count": 2 }, "generated_at": "2026-04-06T12:12:38.899Z" }