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DE R.L. DE C.V.", "members": [ { "entity_id": "06e54c8a-3ae0-45cb-9b03-192e601387fc", "name": "EMBECTA MEXICO , S. DE R.L. DE C.V.", "fob": 291486, "pct": 0.16885888564895332, "qty": 3639, "shipment_count": 5, "avg_unit_price": 80.10057708161582, "is_china": false, "supplier_first_active_year": 2025, "supplier_latest_active_year": 2025, "supplier_active_years": 1, "supplier_first_year_share": 0.8218124634818621, "supplier_latest_year_share": 0.8218124634818621, "supplier_last_active_year_share": 0.8218124634818621, "supplier_peak_year_share": 0.8218124634818621, "supplier_delta": 0, "supplier_status": "new_entrant", "supplier_share_by_year": { "2021": 0, "2022": 0, "2023": 0, "2024": 0, "2025": 0.8218124634818621 }, "canonical_name": "EMBECTA MEXICO , S. DE R.L. DE C.V.", "country": null, "supplier_rank": 13, "supplier_market_share": 0.013946347658049757, "supplier_total_fob": 360837.72, "supplier_importer_count": 2, "customer_hhi": 6894.860808461236, "competitive_index": 3.68, "competitive_signal": "长尾补充型供应商", "entity_ids": [ "06e54c8a-3ae0-45cb-9b03-192e601387fc" ], "aliases": [ "EMBECTA MEXICO , S. DE R.L. DE C.V." ], "variant_count": 1 } ], "total_share": 0.16885888564895332, "total_fob": 291486, "label": "EMBECTA", "affiliated_to_importer": false, "member_count": 1 } ], "dominant_group": { "id": "group-1", "tokens": [ "EMB", "CORPORATIVO" ], "primary_name": "GRUPO EMB,INC / CORPORATIVO BD DE MEXICO S DE RL DE CV", "members": [ { "entity_id": "0ddfb0e2-1f3e-45e1-a0d4-4818442c9fe5", "name": "GRUPO EMB,INC / CORPORATIVO BD DE MEXICO S DE RL DE CV", "fob": 1117799, "pct": 0.6475449713520182, "qty": 4333270, "shipment_count": 28, "avg_unit_price": 0.2579573855310193, "is_china": false, "supplier_first_active_year": 2021, "supplier_latest_active_year": 2024, "supplier_active_years": 4, "supplier_first_year_share": 0.88794000201721, "supplier_latest_year_share": 0, "supplier_last_active_year_share": 0.8512114625933378, "supplier_peak_year_share": 0.88794000201721, "supplier_delta": -0.88794000201721, "supplier_status": "exited", "supplier_share_by_year": { "2021": 0.88794000201721, "2022": 0.6851998313743884, "2023": 0.8260409971931534, "2024": 0.8512114625933378, "2025": 0 }, "canonical_name": "GRUPO EMB,INC / CORPORATIVO BD DE MEXICO S DE RL DE CV", "country": null, "supplier_rank": 2, "supplier_market_share": 0.10029063044154103, "supplier_total_fob": 2594847.29, "supplier_importer_count": 8, "customer_hhi": 2694.9959805316785, "competitive_index": 7.99, "competitive_signal": "开放市场型供应商", "entity_ids": [ "0ddfb0e2-1f3e-45e1-a0d4-4818442c9fe5" ], "aliases": [ "GRUPO EMB,INC / CORPORATIVO BD DE MEXICO S DE RL DE CV" ], "variant_count": 1 } ], "total_share": 0.6475449713520182, "total_fob": 1117799, "label": "EMB 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 EMB CORPORATIVO 占比最高，约 64.8%。", "uncertain_group_pairs": [], "uncertain_group_summary": "", "by_supplier": { "0ddfb0e2-1f3e-45e1-a0d4-4818442c9fe5": { "group_id": "group-1", "group_label": "EMB CORPORATIVO", "group_share": 0.6475449713520182, "group_member_count": 1, "affiliated_to_importer": false }, "9104edcf-6cfd-4894-81c4-5c94446e2bc2": { "group_id": "group-2", "group_label": "RS", "group_share": 0.1835961429990283, "group_member_count": 1, "affiliated_to_importer": false }, "06e54c8a-3ae0-45cb-9b03-192e601387fc": { "group_id": "group-3", "group_label": "EMBECTA", "group_share": 0.16885888564895332, "group_member_count": 1, "affiliated_to_importer": false } } }, "supplier_structure_metrics": { "exited_supplier_count": 1, "exited_supplier_share_total": 0.6475449713520182, "exited_supplier_fob_total": 1117799, "new_supplier_count": 1, "supplier_price_gap_ratio": 19.590538278054677, "top_supplier_metrics": { "supplier_name": "GRUPO EMB,INC / CORPORATIVO BD DE MEXICO S DE RL DE CV", "supplier_entity_id": "0ddfb0e2-1f3e-45e1-a0d4-4818442c9fe5", "total_share": 0.6475449713520182, "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": "高价带", "sample_share": 0.6475449713520182, "account_shipment_count": 28, "account_annualized_shipments": 7, "account_avg_gap_days": 48.96, "account_rhythm_label": "常规补货", "first_year": 2021, "latest_year": 2025, "first_year_share": 0.88794000201721, "latest_year_share": 0, "importer_latest_year_share": 0, "peak_share": 0.88794000201721, "peak_share_year": 2021, "share_delta_first_to_latest": -0.88794000201721, "share_delta_active_to_latest": -0.88794000201721, "share_delta_peak_to_latest": -0.88794000201721, "first_active_year": 2021, "last_active_year": 2024, "first_active_share": 0.88794000201721, "last_active_share": 0.8512114625933378, "last_active_year_share": 0.8512114625933378, "active_year_count": 4, "exited_in_latest_year": true, "new_entrant_in_latest_year": false, "share_change_reference": { "from_year": 2021, "to_year": 2025, "from_share": 0.88794000201721, "to_share": 0, "delta": -0.88794000201721 }, "group_label": "EMB CORPORATIVO", "group_share": 0.6475449713520182, "group_member_count": 1, "group_affiliated_to_importer": false, "relationship_summary": "主导型 · 已停止采购 · 高价带", "competitive_signal": "这个主供还稳稳拿着大头，替代门槛明显高于尾部关系。 2021年 89% → 2025年 0%（-89pp）；2024 年后没有再出现。", "attack_focus": "重点判断它卡的是品牌、合规，还是关键 SKU，再决定值不值得替代。", "entry_angle": "别一上来谈全面替代，先从主供没覆盖好的小切口进去。", "entry_difficulty": "高", "difficulty_reason": "供货 4 年 · 累计份额 65% · 已退出当前样本", "share_window_fob_estimate": 314940.5623898777 }, "top_supplier_pct": 0.6475449713520182, "supplier_count": 3, "top_supplier_sample_count": 3, "external_group_count": 3, "affiliated_share": 0 }, "scenario_assessment": { "penetration_tier": { "key": "low", "label": "低渗透" }, "lead_supplier_motion": { "key": "no_dominant", "raw_key": "no_dominant", "label": "无明显主供", "override_applied": false, "reference": { "from_year": 2021, "to_year": 2025, "from_share": 0.88794000201721, "to_share": 0, "delta": -0.88794000201721 } }, "demand_pattern": { "key": "pulse_stabilized", "label": "脉冲后稳升" }, "barrier_tier": { "key": "concentrated", "label": "中度集中" }, "scenario_key": "low_penetration_growth", "scenario_label": "低渗透 · 培育型", "opportunity_type": "新渗透型", "action_level": "立刻开发", "entry_position": "打试单 / 二供入口", "advantage_focus": "扩大试单 + 稳定交付", "resource_boundary": "先把小单验证做稳，不要一上来谈全面替代。", "matrix_mode": "low_penetration", "size_tier": "Tier B", "output_depth": "compact", "size_variant": "small", "compact_template": null, "trigger_metrics": { "china_penetration": 0.1835961429990283, "annualized_fob": 345242.1220000001, "active_years": 5, "shipment_count": 56, "insufficient_data_shipment_threshold": 3, "hhi": 4815.35356910012, "top_supplier_pct": 0.6475449713520182, "top1_first_year_share": 0.88794000201721, "top1_first_active_year": 2021, "top1_first_active_share": 0.88794000201721, "top1_latest_year_share": 0, "top1_peak_share": 0.88794000201721, "top1_peak_share_year": 2021, "top1_share_delta_first_to_latest": -0.88794000201721, "top1_share_delta_active_to_latest": -0.88794000201721, "top1_share_delta_peak_to_latest": -0.88794000201721, "latest_vs_peak_ratio": 0.7824875614690419, "latest_vs_first_growth": 0.35815808661887494, "cagr_fob": 0.07953712189712925, "exited_supplier_count": 1, "exited_supplier_share_total": 0.6475449713520182, "new_supplier_count": 1, "supplier_price_gap_ratio": 19.590538278054677, "peak_year": 2024, "peak_fob": 453281.02, "latest_year_fob": 354686.76 }, "trigger_summary": [ "低渗透（中国采购 18%）", "主供退出 · 2021年 89% → 2025年 0%（-89pp）", "持续增长 · 末年/峰值 78%", "中度集中（HHI 4,815 · Top1 65%）" ] }, "supplier_analysis": { "0ddfb0e2-1f3e-45e1-a0d4-4818442c9fe5": { "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": "高价带", "sample_share": 0.6475449713520182, "account_shipment_count": 28, "account_annualized_shipments": 7, "account_avg_gap_days": 48.96, "account_rhythm_label": "常规补货", "first_year": 2021, "latest_year": 2025, "first_year_share": 0.88794000201721, "latest_year_share": 0, "importer_latest_year_share": 0, "peak_share": 0.88794000201721, "peak_share_year": 2021, "share_delta_first_to_latest": -0.88794000201721, "share_delta_active_to_latest": -0.88794000201721, "share_delta_peak_to_latest": -0.88794000201721, "first_active_year": 2021, "last_active_year": 2024, "first_active_share": 0.88794000201721, "last_active_share": 0.8512114625933378, "last_active_year_share": 0.8512114625933378, "active_year_count": 4, "exited_in_latest_year": true, "new_entrant_in_latest_year": false, "share_change_reference": { "from_year": 2021, "to_year": 2025, "from_share": 0.88794000201721, "to_share": 0, "delta": -0.88794000201721 }, "group_label": "EMB CORPORATIVO", "group_share": 0.6475449713520182, "group_member_count": 1, "group_affiliated_to_importer": false, "relationship_summary": "主导型 · 已停止采购 · 高价带", "competitive_signal": "这个主供还稳稳拿着大头，替代门槛明显高于尾部关系。 2021年 89% → 2025年 0%（-89pp）；2024 年后没有再出现。", "attack_focus": "重点判断它卡的是品牌、合规，还是关键 SKU，再决定值不值得替代。", "entry_angle": "别一上来谈全面替代，先从主供没覆盖好的小切口进去。", "entry_difficulty": "高", "difficulty_reason": "供货 4 年 · 累计份额 65% · 已退出当前样本" }, "9104edcf-6cfd-4894-81c4-5c94446e2bc2": { "supplier_affiliation": "独立供应方", "share_role": "核心跟随型", "frequency_role": "低频采购", "trend_role": "份额回落中", "price_role": "低价带", "sample_share": 0.1835961429990283, "account_shipment_count": 23, "account_annualized_shipments": 4.6, "account_avg_gap_days": 76.32, "account_rhythm_label": "计划性补货", "first_year": 2021, "latest_year": 2025, "first_year_share": 0.11205999798279001, "latest_year_share": 0.17818753651813787, "importer_latest_year_share": 0.17818753651813787, "peak_share": 0.3148001686256116, "peak_share_year": 2022, "share_delta_first_to_latest": 0.06612753853534786, "share_delta_active_to_latest": 0.06612753853534786, "share_delta_peak_to_latest": -0.13661263210747374, "first_active_year": 2021, "last_active_year": 2025, "first_active_share": 0.11205999798279001, "last_active_share": 0.17818753651813787, "last_active_year_share": 0.17818753651813787, "active_year_count": 5, "exited_in_latest_year": false, "new_entrant_in_latest_year": false, "share_change_reference": { "from_year": 2022, "to_year": 2025, "from_share": 0.3148001686256116, "to_share": 0.17818753651813787, "delta": -0.13661263210747374 }, "group_label": "RS", "group_share": 0.1835961429990283, "group_member_count": 1, "group_affiliated_to_importer": false, "relationship_summary": "核心跟随型 · 份额回落中 · 低价带", "competitive_signal": "这个二供的份额在往下掉，说明这块位置不牢，重点看谁在接盘。 2022年 31% → 2025年 18%（-14pp）。", "attack_focus": "先看它让出来的份额流到哪去了，通常比死盯主供更现实。", "entry_angle": "更适合以第二供应商、备份位或补充型 SKU 的身份切进去。", "entry_difficulty": "中", "difficulty_reason": "供货 5 年 · 累计份额 18% · 末年份额在回落" }, "06e54c8a-3ae0-45cb-9b03-192e601387fc": { "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": "高价带", "sample_share": 0.16885888564895332, "account_shipment_count": 5, "account_annualized_shipments": 5, "account_avg_gap_days": 71.5, "account_rhythm_label": "计划性补货", "first_year": 2021, "latest_year": 2025, "first_year_share": 0, "latest_year_share": 0.8218124634818621, "importer_latest_year_share": 0.8218124634818621, "peak_share": 0.8218124634818621, "peak_share_year": 2025, "share_delta_first_to_latest": 0.8218124634818621, "share_delta_active_to_latest": 0, "share_delta_peak_to_latest": 0, "first_active_year": 2025, "last_active_year": 2025, "first_active_share": 0.8218124634818621, "last_active_share": 0.8218124634818621, "last_active_year_share": 0.8218124634818621, "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": 0.8218124634818621, "to_share": 0.8218124634818621, "delta": 0 }, "group_label": "EMBECTA", "group_share": 0.16885888564895332, "group_member_count": 1, "group_affiliated_to_importer": false, "relationship_summary": "核心跟随型 · 持续供货 · 高价带", "competitive_signal": "二供这层通常最容易被挤，也最适合新供应商切进去。 到 2025 年才进入样本。", "attack_focus": "优先判断它接的是备份单、补充规格，还是某个价格带的专门份额。", "entry_angle": "更适合先以第二供应商、备份位或补充型 SKU 的身份切进去。", "entry_difficulty": "中", "difficulty_reason": "供货 1 年 · 累计份额 17%" } }, "decision_summary": null }, "time_context": { "first_year": 2021, "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": 56, "band_count": 3, "range_multiple": 9075.103878116344, "summary_text": "存在 3 个明显价格带：低价带 $0.02–$2.25（FOB 占比 31%）；中价带 $2.37–$12.27（FOB 占比 17%）；高价带 $13.49–$204.00（FOB 占比 52%）。", "bands": [ { "label": "低价带", "trade_count": 19, "fob_total_usd": 537701.6599999999, "fob_share": 0.31149250090636393, "min_unit_price": 0.02247908153337225, "max_unit_price": 2.248008082292432, "avg_unit_price": 0.584689666300601, "median_unit_price": 0.1351547491995731 }, { "label": "中价带", "trade_count": 19, "fob_total_usd": 293585.94999999995, "fob_share": 0.17007539421855367, "min_unit_price": 2.3747850035536606, "max_unit_price": 12.27491408934708, "avg_unit_price": 6.45192937813443, "median_unit_price": 6.8969696969696965 }, { "label": "高价带", "trade_count": 18, "fob_total_usd": 894923, "fob_share": 0.5184321048750825, "min_unit_price": 13.492106276472853, "max_unit_price": 204, "avg_unit_price": 57.89865809562385, "median_unit_price": 55 } ] }, "capability_summary": { "full": [ "total_fob", "market_share", "priority_score", "annual_trend", "cagr", "latest_vs_peak", "supplier_structure", "top_supplier_trajectory", "china_penetration", "scenario", "procurement_rhythm", "port_distribution", "market_benchmark" ], "degraded": [ "price_analysis", "group_structure" ], "skipped": [ "payment_distribution" ] } }