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9130.699815763097, "competitive_index": 3.41, "competitive_signal": "高度绑定型供应商", "entity_ids": [ "06f2131f-baa4-4fb0-918a-f3130fc44d4a" ], "aliases": [ "CORPORATIVO BD DE MEXICO S DE RL DE CV" ], "variant_count": 1 } ], "total_share": 0.7235513758495503, "total_fob": 587345, "label": "CORPORATIVO", "affiliated_to_importer": false, "member_count": 1 }, { "id": "group-2", "tokens": [ "EMBECTA", "MCD2105" ], "primary_name": "EMBECTA MEXICO S DE R.L DE C.V, MCD2105", "members": [ { "entity_id": "47c3c406-fe62-47b9-a951-2213ef6017cb", "name": "EMBECTA MEXICO S DE R.L DE C.V, MCD2105", "fob": 224310, "pct": 0.2763278977718592, "qty": 0, "shipment_count": 4, "avg_unit_price": null, "is_china": false, "supplier_first_active_year": 2025, "supplier_latest_active_year": 2025, "supplier_active_years": 1, "supplier_first_year_share": 1, "supplier_latest_year_share": 1, "supplier_last_active_year_share": 1, "supplier_peak_year_share": 1, "supplier_delta": 0, "supplier_status": "new_entrant", "supplier_share_by_year": { "2023": 0, "2024": 0, "2025": 1 }, "canonical_name": "EMBECTA MEXICO S DE R.L DE C.V, MCD2105", "country": null, "supplier_rank": 12, "supplier_market_share": 0.02283468810292838, "supplier_total_fob": 224310, "supplier_importer_count": 1, "customer_hhi": 10000, "competitive_index": 4.64, "competitive_signal": "高度绑定型供应商", "entity_ids": [ "47c3c406-fe62-47b9-a951-2213ef6017cb" ], "aliases": [ "EMBECTA MEXICO S DE R.L DE C.V, MCD2105" ], "variant_count": 1 } ], "total_share": 0.2763278977718592, "total_fob": 224310, "label": "EMBECTA MCD2105", "affiliated_to_importer": false, "member_count": 1 }, { "id": "group-3", "tokens": [ "BECTON", "DICKINSON" ], "primary_name": "BECTON DICKINSON DE MEXICO SA DE CV", "members": [ { "entity_id": "7ea36bdc-10cf-42e2-9ff8-fc1db155407b", "name": "BECTON DICKINSON DE MEXICO SA DE CV", "fob": 98, "pct": 0.00012072637859053184, "qty": 4, "shipment_count": 1, "avg_unit_price": 24.5, "is_china": false, "supplier_first_active_year": 2024, "supplier_latest_active_year": 2024, "supplier_active_years": 1, "supplier_first_year_share": 0.00029102744566992736, "supplier_latest_year_share": 0, "supplier_last_active_year_share": 0.00029102744566992736, "supplier_peak_year_share": 0.00029102744566992736, "supplier_delta": -0.00029102744566992736, "supplier_status": "exited", "supplier_share_by_year": { "2023": 0, "2024": 0.00029102744566992736, "2025": 0 }, "canonical_name": "BECTON DICKINSON DE MEXICO SA DE CV", "country": "US", "supplier_rank": 143, "supplier_market_share": 0.000009976369462293171, "supplier_total_fob": 98, "supplier_importer_count": 1, "customer_hhi": 10000, "competitive_index": 1.78, "competitive_signal": "高度绑定型供应商", "entity_ids": [ "7ea36bdc-10cf-42e2-9ff8-fc1db155407b" ], "aliases": [ "BECTON DICKINSON DE MEXICO SA DE CV" ], "variant_count": 1 } ], "total_share": 0.00012072637859053184, "total_fob": 98, "label": "BECTON DICKINSON", "affiliated_to_importer": false, "member_count": 1 } ], "dominant_group": { "id": "group-1", "tokens": [ "CORPORATIVO" ], "primary_name": "CORPORATIVO BD DE MEXICO S DE RL DE CV", "members": [ { "entity_id": "06f2131f-baa4-4fb0-918a-f3130fc44d4a", "name": "CORPORATIVO BD DE MEXICO S DE RL DE CV", "fob": 587345, "pct": 0.7235513758495503, "qty": 1699756, "shipment_count": 13, "avg_unit_price": 0.345546654931649, "is_china": false, "supplier_first_active_year": 2023, "supplier_latest_active_year": 2024, "supplier_active_years": 2, "supplier_first_year_share": 1, "supplier_latest_year_share": 0, "supplier_last_active_year_share": 0.9997089725543301, "supplier_peak_year_share": 1, "supplier_delta": -1, "supplier_status": "exited", "supplier_share_by_year": { "2023": 1, "2024": 0.9997089725543301, "2025": 0 }, "canonical_name": "CORPORATIVO BD DE MEXICO S DE RL DE CV", "country": null, "supplier_rank": 4, "supplier_market_share": 0.06264428286159959, "supplier_total_fob": 615368.12, "supplier_importer_count": 2, "customer_hhi": 9130.699815763097, "competitive_index": 3.41, "competitive_signal": "高度绑定型供应商", "entity_ids": [ "06f2131f-baa4-4fb0-918a-f3130fc44d4a" ], "aliases": [ "CORPORATIVO BD DE MEXICO S DE RL DE CV" ], "variant_count": 1 } ], "total_share": 0.7235513758495503, "total_fob": 587345, "label": "CORPORATIVO", "affiliated_to_importer": false, "member_count": 1 }, "affiliated_share": 0, "external_group_count": 3, "total_group_count": 3, "summary_text": "表面上有 3 家 supplier 参与该账户，但按集团归集后可视为 3 个供应集团。 真正独立的外部供应集团约 3 个，占 100.0%。 其中 CORPORATIVO 占比最高，约 72.4%。", "uncertain_group_pairs": [], "uncertain_group_summary": "", "by_supplier": { "06f2131f-baa4-4fb0-918a-f3130fc44d4a": { "group_id": "group-1", "group_label": "CORPORATIVO", "group_share": 0.7235513758495503, "group_member_count": 1, "affiliated_to_importer": false }, "47c3c406-fe62-47b9-a951-2213ef6017cb": { "group_id": "group-2", "group_label": "EMBECTA MCD2105", "group_share": 0.2763278977718592, "group_member_count": 1, "affiliated_to_importer": false }, "7ea36bdc-10cf-42e2-9ff8-fc1db155407b": { "group_id": "group-3", "group_label": "BECTON DICKINSON", "group_share": 0.00012072637859053184, "group_member_count": 1, "affiliated_to_importer": false } } }, "supplier_structure_metrics": { "exited_supplier_count": 2, "exited_supplier_share_total": 0.7236721022281408, "exited_supplier_fob_total": 587443, "new_supplier_count": 1, "supplier_price_gap_ratio": 1.8706930746463628, "top_supplier_metrics": { "supplier_name": "CORPORATIVO BD DE MEXICO S DE RL DE CV", "supplier_entity_id": "06f2131f-baa4-4fb0-918a-f3130fc44d4a", "total_share": 0.7235513758495503, "supplier_affiliation": "独立供应方", "share_role": "主导型", "frequency_role": "高频采购", "trend_role": "已停止采购", "price_role": "低价带", "sample_share": 0.7235513758495503, "account_shipment_count": 13, "account_annualized_shipments": 6.5, "account_avg_gap_days": 57.67, "account_rhythm_label": "常规补货", "first_year": 2023, "latest_year": 2025, "first_year_share": 1, "latest_year_share": 0, "importer_latest_year_share": 0, "peak_share": 1, "peak_share_year": 2023, "share_delta_first_to_latest": -1, "share_delta_active_to_latest": -1, "share_delta_peak_to_latest": -1, "first_active_year": 2023, "last_active_year": 2024, "first_active_share": 1, "last_active_share": 0.9997089725543301, "last_active_year_share": 0.9997089725543301, "active_year_count": 2, "exited_in_latest_year": true, "new_entrant_in_latest_year": false, "share_change_reference": { "from_year": 2023, "to_year": 2025, "from_share": 1, "to_share": 0, "delta": -1 }, "group_label": "CORPORATIVO", "group_share": 0.7235513758495503, "group_member_count": 1, "group_affiliated_to_importer": false, "relationship_summary": "主导型 · 已停止采购 · 低价带", "competitive_signal": "这个外部主供还压着大头，先把它当成主要壁垒去看。 2023年 100% → 2025年 0%（-100pp）；2024 年后没有再出现。", "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 72% · 已退出当前样本", "share_window_fob_estimate": 270584.3333333333 }, "top_supplier_pct": 0.7235513758495503, "supplier_count": 3, "top_supplier_sample_count": 3, "external_group_count": 3, "affiliated_share": 0 }, "scenario_assessment": { "penetration_tier": { "key": "zero", "label": "零渗透" }, "lead_supplier_motion": { "key": "stable", "raw_key": "stable", "label": "主供稳定", "override_applied": false, "reference": { "from_year": 2023, "to_year": 2025, "from_share": 1, "to_share": 0, "delta": -1 } }, "demand_pattern": { "key": "pulse_reverted", "label": "脉冲后回归" }, "barrier_tier": { "key": "concentrated", "label": "中度集中" }, "scenario_key": "zero_penetration_education", "scenario_label": "零渗透 · 教育型（小客户）", "opportunity_type": "新渗透型", "action_level": "暂时忽略", "entry_position": "打试单 / 非核心规格", "advantage_focus": "教育成本可控 + 小单验证", "resource_boundary": "先证明这类品类能接受中国来源，再决定值不值得长期投入。", "matrix_mode": "zero_education", "size_tier": "Tier B", "output_depth": "compact", "size_variant": "small", "compact_template": null, "trigger_metrics": { "china_penetration": 0, "annualized_fob": 270584.3333333333, "active_years": 3, "shipment_count": 18, "insufficient_data_shipment_threshold": 3, "hhi": 5998.837151556508, "top_supplier_pct": 0.7235513758495503, "top1_first_year_share": 1, "top1_first_active_year": 2023, "top1_first_active_share": 1, "top1_latest_year_share": 0, "top1_peak_share": 1, "top1_peak_share_year": 2023, "top1_share_delta_first_to_latest": -1, "top1_share_delta_active_to_latest": -1, "top1_share_delta_peak_to_latest": -1, "latest_vs_peak_ratio": 0.6661261871247083, "latest_vs_first_growth": -0.10528310165333754, "cagr_fob": -0.05410523928575306, "exited_supplier_count": 2, "exited_supplier_share_total": 0.7236721022281408, "new_supplier_count": 1, "supplier_price_gap_ratio": 1.8706930746463628, "peak_year": 2024, "peak_fob": 336738, "latest_year_fob": 224310 }, "trigger_summary": [ "零渗透（中国采购 0%）", "主供退出 · 2023年 100% → 2025年 0%（-100pp）", "平稳型 · 末年/峰值 67%", "中度集中（HHI 5,999 · Top1 72%）" ] }, "supplier_analysis": { "06f2131f-baa4-4fb0-918a-f3130fc44d4a": { "supplier_affiliation": "独立供应方", "share_role": "主导型", "frequency_role": "高频采购", "trend_role": "已停止采购", "price_role": "低价带", "sample_share": 0.7235513758495503, "account_shipment_count": 13, "account_annualized_shipments": 6.5, "account_avg_gap_days": 57.67, "account_rhythm_label": "常规补货", "first_year": 2023, "latest_year": 2025, "first_year_share": 1, "latest_year_share": 0, "importer_latest_year_share": 0, "peak_share": 1, "peak_share_year": 2023, "share_delta_first_to_latest": -1, "share_delta_active_to_latest": -1, "share_delta_peak_to_latest": -1, "first_active_year": 2023, "last_active_year": 2024, "first_active_share": 1, "last_active_share": 0.9997089725543301, "last_active_year_share": 0.9997089725543301, "active_year_count": 2, "exited_in_latest_year": true, "new_entrant_in_latest_year": false, "share_change_reference": { "from_year": 2023, "to_year": 2025, "from_share": 1, "to_share": 0, "delta": -1 }, "group_label": "CORPORATIVO", "group_share": 0.7235513758495503, "group_member_count": 1, "group_affiliated_to_importer": false, "relationship_summary": "主导型 · 已停止采购 · 低价带", "competitive_signal": "这个外部主供还压着大头，先把它当成主要壁垒去看。 2023年 100% → 2025年 0%（-100pp）；2024 年后没有再出现。", "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 72% · 已退出当前样本" }, "47c3c406-fe62-47b9-a951-2213ef6017cb": { "supplier_affiliation": "独立供应方", "share_role": "核心跟随型", "frequency_role": "常规采购", "trend_role": "持续供货", "price_role": "价格带待核验", "sample_share": 0.2763278977718592, "account_shipment_count": 4, "account_annualized_shipments": 4, "account_avg_gap_days": 60.33, "account_rhythm_label": "计划性补货", "first_year": 2023, "latest_year": 2025, "first_year_share": 0, "latest_year_share": 1, "importer_latest_year_share": 1, "peak_share": 1, "peak_share_year": 2025, "share_delta_first_to_latest": 1, "share_delta_active_to_latest": 0, "share_delta_peak_to_latest": 0, "first_active_year": 2025, "last_active_year": 2025, "first_active_share": 1, "last_active_share": 1, "last_active_year_share": 1, "active_year_count": 1, "exited_in_latest_year": false, "new_entrant_in_latest_year": true, "share_change_reference": { "from_year": 2025, "to_year": 2025, "from_share": 1, "to_share": 1, "delta": 0 }, "group_label": "EMBECTA MCD2105", "group_share": 0.2763278977718592, "group_member_count": 1, "group_affiliated_to_importer": false, "relationship_summary": "核心跟随型 · 持续供货 · 价格带待核验", "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。 到 2025 年才进入样本。", "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 1 年 · 累计份额 28%" }, "7ea36bdc-10cf-42e2-9ff8-fc1db155407b": { "supplier_affiliation": "独立供应方", "share_role": "边缘/试单型", "frequency_role": "一次性采购", "trend_role": "已停止采购", "price_role": "低价带", "sample_share": 0.00012072637859053184, "account_shipment_count": 1, "account_annualized_shipments": 1, "account_avg_gap_days": null, "account_rhythm_label": "样本不足", "first_year": 2023, "latest_year": 2025, "first_year_share": 0, "latest_year_share": 0, "importer_latest_year_share": 0, "peak_share": 0.00029102744566992736, "peak_share_year": 2024, "share_delta_first_to_latest": 0, "share_delta_active_to_latest": -0.00029102744566992736, "share_delta_peak_to_latest": -0.00029102744566992736, "first_active_year": 2024, "last_active_year": 2024, "first_active_share": 0.00029102744566992736, "last_active_share": 0.00029102744566992736, "last_active_year_share": 0.00029102744566992736, "active_year_count": 1, "exited_in_latest_year": true, "new_entrant_in_latest_year": false, "share_change_reference": { "from_year": 2024, "to_year": 2025, "from_share": 0.00029102744566992736, "to_share": 0, "delta": -0.00029102744566992736 }, "group_label": "BECTON DICKINSON", "group_share": 0.00012072637859053184, "group_member_count": 1, "group_affiliated_to_importer": false, "relationship_summary": "边缘/试单型 · 已停止采购 · 低价带", "competitive_signal": "尾部或试单关系更像窗口信号，重点不是量，而是看门有没有开。 2024 年后没有再出现。", "attack_focus": "重点看这种小单对应的是特殊规格、临时补货，还是验证单。", "entry_angle": "先把它当成窗口信号，不要把这种小额关系误判成能立刻大规模替代。", "entry_difficulty": "中低", "difficulty_reason": "供货 1 年 · 累计份额 0% · 已退出当前样本" } } }, "time_context": { "first_year": 2023, "prev_year": 2024, "last_year": 2025, "gap_years": 1, "freshness": "fresh", "trend_prefix": "最近一年（2024→2025）", "warning_text": "" }, "price_analysis": { "sample_count": 14, "band_count": 3, "range_multiple": 578.9647941728285, "summary_text": "存在 3 个明显价格带：低价带 $0.13–$24.50（FOB 占比 42%）；中价带 $60.00–$65.00（FOB 占比 29%）；高价带 $65.31–$75.27（FOB 占比 29%）。", "bands": [ { "label": "低价带", "trade_count": 5, "fob_total_usd": 248013, "fob_share": 0.4221907487194502, "min_unit_price": 0.13, "max_unit_price": 24.5, "avg_unit_price": 7.582170738451529, "median_unit_price": 0.14072869225764476 }, { "label": "中价带", "trade_count": 5, "fob_total_usd": 170425, "fob_share": 0.29011325354119466, "min_unit_price": 60, "max_unit_price": 65, "avg_unit_price": 61.139730844424754, "median_unit_price": 60.15625 }, { "label": "高价带", "trade_count": 4, "fob_total_usd": 169005, "fob_share": 0.2876959977393551, "min_unit_price": 65.30516431924883, "max_unit_price": 75.26542324246772, "avg_unit_price": 69.1765590901213, "median_unit_price": 68.06782439938434 } ] }, "decision_summary": null, "raw_export_summary": { "row_count": 18, "date_min": "2023-01-26", "date_max": "2025-09-22", "total_fob_usd": 811753, "hs_codes": [ "90183110" ], "hs_breakdown": [ { "hs_code": "90183110", "row_count": 18, "fob_total_usd": 811753, "fob_share": 1 } ], "supplier_raw_count": 5 }, "generated_at": "2026-04-23T22:26:09.917Z" }