{ "project_id": "col-901831", "entity_id": "f37ef353-fd5a-4cc5-90e7-7a491c909f76", "provider_stack": [], "report_type": "competitive_intel", "report_mode": "baseline", "facts_pack": { "importer": { "entity_id": "f37ef353-fd5a-4cc5-90e7-7a491c909f76", "canonical_name": "PFIZER S.A.", "country": null, "rank": 105, "market_share": 0.00020917158837041567, "tax_id": "860039561", "metrics": { "fob_total_usd": 20786.48, "cif_total_usd": 23610.94, "qty_total": 1525, "shipment_count": 6, "avg_shipment_fob": 3464.4133333333334, "fob_last_12m": 19199.63, "fob_last_24m": 19952.43, "fob_by_year": { "2010": 834.05, "2011": 11413.33, "2012": 8539.1 }, "qty_by_year": { "2010": 150, "2011": 805, "2012": 570 }, "yoy_growth_fob": -0.25183097308147573, "yoy_growth_qty": -0.2919254658385093, "cagr_fob": 2.199705489714642, "cagr_qty": 0.9493588689617927, "trend_direction": "growing", "peak_year": "2011", "peak_fob": 11413.33, "momentum_score": 1.7790134497383543, "supplier_count": 2, "china_supplier_count": 0, "china_pct_fob": 0, "top_supplier_name": "N.J. 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PHILLIPS PTY LIMITED", "members": [ { "entity_id": "576d9b6e-efd9-4e3c-857d-799c78f7e2af", "name": "N.J. PHILLIPS PTY LIMITED", "fob": 17687, "pct": 0.8508896167124015, "qty": 1075, "shipment_count": 2, "avg_unit_price": 16.453023255813953, "is_china": false, "supplier_first_active_year": 2011, "supplier_latest_active_year": 2012, "supplier_active_years": 2, "supplier_first_year_share": 0.8015101639924544, "supplier_latest_year_share": 1, "supplier_peak_year_share": 1, "supplier_delta": 0.19848983600754555, "supplier_status": "expanding", "supplier_share_by_year": { "2010": 0, "2011": 0.8015101639924544, "2012": 1 }, "canonical_name": "N.J. PHILLIPS PTY LIMITED", "country": null, "supplier_rank": 73, "supplier_market_share": 0.0006074420619662163, "supplier_total_fob": 60364.71, "supplier_importer_count": 5, "customer_hhi": 3924.736842488061, "competitive_index": 5.2, "competitive_signal": "长尾补充型供应商", "entity_ids": [ "576d9b6e-efd9-4e3c-857d-799c78f7e2af" ], "aliases": [ "N.J. PHILLIPS PTY LIMITED" ], "variant_count": 1 } ], "total_share": 0.8508896167124015, "total_fob": 17687, "label": "PHILLIPS PTY", "affiliated_to_importer": false, "member_count": 1 }, { "id": "group-2", "tokens": [ "PFIZER", "ASIA", "MANUFACTURING", "PTE" ], "primary_name": "PFIZER ASIA MANUFACTURING PTE LTD", "members": [ { "entity_id": "2ba3aaed-99b6-4333-914a-fdaa18ccd807", "name": "PFIZER ASIA MANUFACTURING PTE LTD", "fob": 3099.48, "pct": 0.14911038328759849, "qty": 450, "shipment_count": 4, "avg_unit_price": 6.887733333333333, "is_china": false, "supplier_first_active_year": 2010, "supplier_latest_active_year": 2011, "supplier_active_years": 2, "supplier_first_year_share": 1, "supplier_latest_year_share": 0.19848983600754555, "supplier_peak_year_share": 1, "supplier_delta": -1, "supplier_status": "exited", "supplier_share_by_year": { "2010": 1, "2011": 0.19848983600754555, "2012": 0 }, "canonical_name": "PFIZER ASIA MANUFACTURING PTE LTD", "country": null, "supplier_rank": 176, "supplier_market_share": 0.00003118965571478846, "supplier_total_fob": 3099.48, "supplier_importer_count": 1, "customer_hhi": 10000, "competitive_index": 2.87, "competitive_signal": "高度绑定型供应商", "entity_ids": [ "2ba3aaed-99b6-4333-914a-fdaa18ccd807" ], "aliases": [ "PFIZER ASIA MANUFACTURING PTE LTD" ], "variant_count": 1 } ], "total_share": 0.14911038328759849, "total_fob": 3099.48, "label": "PFIZER ASIA", "affiliated_to_importer": false, "member_count": 1 } ], "dominant_group": { "id": "group-1", "tokens": [ "PHILLIPS", "PTY" ], "primary_name": "N.J. PHILLIPS PTY LIMITED", "members": [ { "entity_id": "576d9b6e-efd9-4e3c-857d-799c78f7e2af", "name": "N.J. PHILLIPS PTY LIMITED", "fob": 17687, "pct": 0.8508896167124015, "qty": 1075, "shipment_count": 2, "avg_unit_price": 16.453023255813953, "is_china": false, "supplier_first_active_year": 2011, "supplier_latest_active_year": 2012, "supplier_active_years": 2, "supplier_first_year_share": 0.8015101639924544, "supplier_latest_year_share": 1, "supplier_peak_year_share": 1, "supplier_delta": 0.19848983600754555, "supplier_status": "expanding", "supplier_share_by_year": { "2010": 0, "2011": 0.8015101639924544, "2012": 1 }, "canonical_name": "N.J. PHILLIPS PTY LIMITED", "country": null, "supplier_rank": 73, "supplier_market_share": 0.0006074420619662163, "supplier_total_fob": 60364.71, "supplier_importer_count": 5, "customer_hhi": 3924.736842488061, "competitive_index": 5.2, "competitive_signal": "长尾补充型供应商", "entity_ids": [ "576d9b6e-efd9-4e3c-857d-799c78f7e2af" ], "aliases": [ "N.J. PHILLIPS PTY LIMITED" ], "variant_count": 1 } ], "total_share": 0.8508896167124015, "total_fob": 17687, "label": "PHILLIPS PTY", "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 PHILLIPS PTY 占比最高，约 85.1%。", "uncertain_group_pairs": [], "uncertain_group_summary": "", "by_supplier": { "576d9b6e-efd9-4e3c-857d-799c78f7e2af": { "group_id": "group-1", "group_label": "PHILLIPS PTY", "group_share": 0.8508896167124015, "group_member_count": 1, "affiliated_to_importer": false }, "2ba3aaed-99b6-4333-914a-fdaa18ccd807": { "group_id": "group-2", "group_label": "PFIZER ASIA", "group_share": 0.14911038328759849, "group_member_count": 1, "affiliated_to_importer": false } } }, "supplier_structure_metrics": { "exited_supplier_count": 1, "exited_supplier_share_total": 0.14911038328759849, "exited_supplier_fob_total": 3099.48, "new_supplier_count": 0, "supplier_price_gap_ratio": 2.345983395731694, "top_supplier_metrics": { "supplier_name": "N.J. PHILLIPS PTY LIMITED", "supplier_entity_id": "576d9b6e-efd9-4e3c-857d-799c78f7e2af", "total_share": 0.8508896167124015, "supplier_affiliation": "独立供应方", "share_role": "主导型", "frequency_role": "一次性采购", "trend_role": "试单观察中", "price_role": "高价带", "sample_share": 0.8508896167124015, "account_shipment_count": 2, "account_annualized_shipments": 1, "account_avg_gap_days": null, "account_rhythm_label": "一次性/低频采购", "first_year": 2010, "latest_year": 2012, "first_year_share": 0, "latest_year_share": 1, "importer_latest_year_share": 1, "peak_share": 1, "peak_share_year": 2012, "share_delta_first_to_latest": 1, "share_delta_active_to_latest": 0.19848983600754555, "share_delta_peak_to_latest": 0, "first_active_year": 2011, "last_active_year": 2012, "first_active_share": 0.8015101639924544, "last_active_share": 1, "last_active_year_share": 1, "active_year_count": 2, "exited_in_latest_year": false, "new_entrant_in_latest_year": false, "share_change_reference": { "from_year": 2011, "to_year": 2012, "from_share": 0.8015101639924544, "to_share": 1, "delta": 0.19848983600754555 }, "group_label": "PHILLIPS PTY", "group_share": 0.8508896167124015, "group_member_count": 1, "group_affiliated_to_importer": false, "relationship_summary": "主导型 · 试单观察中 · 高价带", "competitive_signal": "这个外部主供还压着大头，先把它当成主要壁垒去看。 2011年 80% → 2012年 100%（+20pp）。", "attack_focus": "先判断它卡住的是品牌、注册，还是关键规格和质量门槛。", "entry_angle": "没验证出外部窗口前，别急着和主供正面对打。", "entry_difficulty": "高", "difficulty_reason": "供货 2 年 · 累计份额 85%", "share_window_fob_estimate": 0 }, "top_supplier_pct": 0.8508896167124015, "supplier_count": 2, "external_group_count": 2, "affiliated_share": 0 }, "scenario_assessment": { "penetration_tier": { "key": "zero", "label": "零渗透" }, "lead_supplier_motion": { "key": "expanding", "raw_key": "expanding", "label": "主供扩张", "override_applied": false, "reference": { "from_year": 2011, "to_year": 2012, "from_share": 0.8015101639924544, "to_share": 1, "delta": 0.19848983600754555 } }, "demand_pattern": { "key": "pulse_stabilized", "label": "脉冲后稳升" }, "barrier_tier": { "key": "single_locked", "label": "单一锁定" }, "scenario_key": "zero_penetration_barrier", "scenario_label": "零渗透 · 堡垒型", "opportunity_type": "低 ROI 筛选型", "action_level": "暂时忽略", "entry_position": "快速筛选 / 无窗口即跳过", "advantage_focus": "一次性壁垒验证", "resource_boundary": "这类小体量封闭型优先快速筛掉；只有出现明确体系外窗口时，才值得继续投入。", "matrix_mode": "zero_barrier", "size_tier": "Tier C", "output_depth": "screening", "size_variant": "small", "compact_template": "screening", "trigger_metrics": { "china_penetration": 0, "annualized_fob": 6928.826666666667, "active_years": 3, "shipment_count": 6, "insufficient_data_shipment_threshold": 3, "hhi": 7462.470462331519, "top_supplier_pct": 0.8508896167124015, "top1_first_year_share": 0, "top1_first_active_year": 2011, "top1_first_active_share": 0.8015101639924544, "top1_latest_year_share": 1, "top1_peak_share": 1, "top1_peak_share_year": 2012, "top1_share_delta_first_to_latest": 1, "top1_share_delta_active_to_latest": 0.19848983600754555, "top1_share_delta_peak_to_latest": 0, "latest_vs_peak_ratio": 0.7481690269185243, "latest_vs_first_growth": 9.238115220910018, "cagr_fob": 2.199705489714642, "exited_supplier_count": 1, "exited_supplier_share_total": 0.14911038328759849, "new_supplier_count": 0, "supplier_price_gap_ratio": 2.345983395731694, "peak_year": 2011, "peak_fob": 11413.33, "latest_year_fob": 8539.1 }, "trigger_summary": [ "零渗透（中国采购 0%）", "主供扩张 · 2011年 80% → 2012年 100%（+20pp）", "持续增长 · 末年/峰值 75%", "高度集中（HHI 7,462 · Top1 85%）" ] }, "supplier_analysis": { "576d9b6e-efd9-4e3c-857d-799c78f7e2af": { "supplier_affiliation": "独立供应方", "share_role": "主导型", "frequency_role": "一次性采购", "trend_role": "试单观察中", "price_role": "高价带", "sample_share": 0.8508896167124015, "account_shipment_count": 2, "account_annualized_shipments": 1, "account_avg_gap_days": null, "account_rhythm_label": "一次性/低频采购", "first_year": 2010, "latest_year": 2012, "first_year_share": 0, "latest_year_share": 1, "importer_latest_year_share": 1, "peak_share": 1, "peak_share_year": 2012, "share_delta_first_to_latest": 1, "share_delta_active_to_latest": 0.19848983600754555, "share_delta_peak_to_latest": 0, "first_active_year": 2011, "last_active_year": 2012, "first_active_share": 0.8015101639924544, "last_active_share": 1, "last_active_year_share": 1, "active_year_count": 2, "exited_in_latest_year": false, "new_entrant_in_latest_year": false, "share_change_reference": { "from_year": 2011, "to_year": 2012, "from_share": 0.8015101639924544, "to_share": 1, "delta": 0.19848983600754555 }, "group_label": "PHILLIPS PTY", "group_share": 0.8508896167124015, "group_member_count": 1, "group_affiliated_to_importer": false, "relationship_summary": "主导型 · 试单观察中 · 高价带", "competitive_signal": "这个外部主供还压着大头，先把它当成主要壁垒去看。 2011年 80% → 2012年 100%（+20pp）。", "attack_focus": "先判断它卡住的是品牌、注册，还是关键规格和质量门槛。", "entry_angle": "没验证出外部窗口前，别急着和主供正面对打。", "entry_difficulty": "高", "difficulty_reason": "供货 2 年 · 累计份额 85%" }, "2ba3aaed-99b6-4333-914a-fdaa18ccd807": { "supplier_affiliation": "独立供应方", "share_role": "核心跟随型", "frequency_role": "一次性采购", "trend_role": "已停止采购", "price_role": "中价带", "sample_share": 0.14911038328759849, "account_shipment_count": 4, "account_annualized_shipments": 2, "account_avg_gap_days": 212.67, "account_rhythm_label": "计划性补货", "first_year": 2010, "latest_year": 2012, "first_year_share": 1, "latest_year_share": 0, "importer_latest_year_share": 0, "peak_share": 1, "peak_share_year": 2010, "share_delta_first_to_latest": -1, "share_delta_active_to_latest": -1, "share_delta_peak_to_latest": -1, "first_active_year": 2010, "last_active_year": 2011, "first_active_share": 1, "last_active_share": 0.19848983600754555, "last_active_year_share": 0.19848983600754555, "active_year_count": 2, "exited_in_latest_year": true, "new_entrant_in_latest_year": false, "share_change_reference": { "from_year": 2010, "to_year": 2012, "from_share": 1, "to_share": 0, "delta": -1 }, "group_label": "PFIZER ASIA", "group_share": 0.14911038328759849, "group_member_count": 1, "group_affiliated_to_importer": false, "relationship_summary": "核心跟随型 · 已停止采购", "competitive_signal": "这类外部二供最有参考价值，用它来判断客户到底接不接受体系外供应。 2010年 100% → 2012年 0%（-100pp）；2011 年后没有再出现。", "attack_focus": "重点确认它拿到的是备份份额、补充规格，还是阶段性试单。", "entry_angle": "如果这种二供都能进去，就说明账户大概率还有外部窗口。", "entry_difficulty": "中", "difficulty_reason": "供货 2 年 · 累计份额 15% · 已退出当前样本" } } }, "time_context": { "first_year": 2010, "prev_year": 2011, "last_year": 2012, "gap_years": 14, "freshness": "stale", "trend_prefix": "截至2012年（相较2011年）", "warning_text": "数据截止 2012 年，距今已 14 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": 6, "band_count": 2, "range_multiple": 3.257835884901361, "summary_text": "存在 2 个明显价格带：低价带 $5.56–$7.53（FOB 占比 11%）；高价带 $7.72–$18.11（FOB 占比 89%）。", "bands": [ { "label": "低价带", "trade_count": 3, "fob_total_usd": 2327.31, "fob_share": 0.11196267958788599, "min_unit_price": 5.560333333333333, "max_unit_price": 7.528, "avg_unit_price": 6.830977777777778, "median_unit_price": 7.4046 }, { "label": "高价带", "trade_count": 3, "fob_total_usd": 18459.17, "fob_share": 0.8880373204121141, "min_unit_price": 7.721699999999999, "max_unit_price": 18.114653465346535, "avg_unit_price": 13.605743552776332, "median_unit_price": 14.980877192982456 } ] }, "decision_summary": { "scenario_key": "zero_penetration_barrier", "action_level": "暂时忽略", "scenario_action_level": "暂时忽略", "opportunity_type": "低 ROI 筛选型", "entry_position": "快速筛选 / 无窗口即跳过", "advantage_focus": "一次性壁垒验证", "size_tier": "Tier C", "output_depth": "screening", "size_variant": "small", "compact_template": "screening", "supply_structure_label": "高度集中", "priority_score": 4, "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": "6.5 / 10", "detail": "年均 FOB $7K" }, { "label": "窗口分", "value": "3.0 / 10", "detail": "零渗透 · 堡垒型" }, { "label": "壁垒分", "value": "1.5 / 10", "detail": "single_locked 基础分 2.5，Top1 过高-1.0" }, { "label": "趋势分", "value": "7.8 / 10", "detail": "pulse_stabilized 基础分 7.0，增速强+0.5；末年贴近峰值+0.3" }, { "label": "时效修正", "value": "-0.75", "detail": "历史" } ], "score_modifier_summary": [], "scenario_label": "零渗透 · 堡垒型", "trigger_summary": [ "零渗透（中国采购 0%）", "主供扩张 · 2011年 80% → 2012年 100%（+20pp）", "持续增长 · 末年/峰值 75%", "高度集中（HHI 7,462 · Top1 85%）" ], "trigger_facts": [ { "label": "年均 FOB", "value": "$7K" }, { "label": "CAGR", "value": "+220.0%" }, { "label": "峰值年", "value": "2011 · $11K" }, { "label": "末年 / 峰值", "value": "75%" }, { "label": "主供份额轨迹", "value": "2011年 80% → 2012年 100%（+20pp）" }, { "label": "退出供应商", "value": "1 家 · 历史份额 15%" }, { "label": "供应商价差", "value": "2.3x" } ] }, "raw_export_summary": { "row_count": 6, "date_min": "2010-03-23", "date_max": "2012-04-19", "total_fob_usd": 20786.479999999996, "hs_codes": [ "9018319000" ], "hs_breakdown": [ { "hs_code": "9018319000", "row_count": 6, "fob_total_usd": 20786.479999999996, "fob_share": 1 } ], "supplier_raw_count": 2 }, "generated_at": "2026-04-06T12:11:49.591Z" }