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"affiliated_to_importer": false, "member_count": 1 }, "affiliated_share": 0, "external_group_count": 1, "total_group_count": 1, "summary_text": "表面上有 1 家 supplier 参与该账户，但按集团归集后可视为 1 个供应集团。 真正独立的外部供应集团约 1 个，占 16.8%。 其中 WEIGAO 占比最高，约 16.8%。", "uncertain_group_pairs": [], "uncertain_group_summary": "", "by_supplier": { "08e6add4-a878-41f4-b8fe-47bce37e781f": { "group_id": "group-1", "group_label": "WEIGAO", "group_share": 0.16798183924990345, "group_member_count": 1, "affiliated_to_importer": false } } }, "supplier_structure_metrics": { "exited_supplier_count": 1, "exited_supplier_share_total": 0.16798183924990345, "exited_supplier_fob_total": 165374.62, "new_supplier_count": 0, "supplier_price_gap_ratio": null, "top_supplier_metrics": { "supplier_name": "WEIGAO MEDICAL INTERNATIONAL CO., LTD", "supplier_entity_id": "08e6add4-a878-41f4-b8fe-47bce37e781f", "total_share": 0.16798183924990345, "supplier_affiliation": "独立供应方", "share_role": "核心跟随型", "frequency_role": "高频采购", "trend_role": "已停止采购", "price_role": "高价带", "sample_share": 0.16798183924990345, "account_shipment_count": 4, "account_annualized_shipments": 4, "account_avg_gap_days": 92, "account_rhythm_label": "常规补货", "first_year": 2021, "latest_year": 2025, "first_year_share": 1, "latest_year_share": 0, "importer_latest_year_share": 0, "peak_share": 1, "peak_share_year": 2021, "share_delta_first_to_latest": -1, "share_delta_active_to_latest": -1, "share_delta_peak_to_latest": -1, "first_active_year": 2021, "last_active_year": 2021, "first_active_share": 1, "last_active_share": 1, "last_active_year_share": 1, "active_year_count": 1, "exited_in_latest_year": true, "new_entrant_in_latest_year": false, "share_change_reference": { "from_year": 2021, "to_year": 2025, "from_share": 1, "to_share": 0, "delta": -1 }, "group_label": "WEIGAO", "group_share": 0.16798183924990345, "group_member_count": 1, "group_affiliated_to_importer": false, "relationship_summary": "核心跟随型 · 已停止采购 · 高价带", "competitive_signal": "这个历史二供已经退场了，说明这块份额以前是对外开放过的。 2021年 100% → 2025年 0%（-100pp）；2021 年后没有再出现。", "attack_focus": "重点追踪这部分历史份额后来是被主供收回，还是转给了新的二供。", "entry_angle": "别再围着历史二供本身转，顺着接盘方或空出来的品类去找切口。", "entry_difficulty": "中低", "difficulty_reason": "供货 1 年 · 累计份额 17% · 已退出当前样本", "share_window_fob_estimate": 227541.62 }, "china_top1_latest_share": 0, "entry_window_verdict": "china_dominant_expand", "top_supplier_pct": 0.16798183924990345, "supplier_count": 3, "top_supplier_sample_count": 1, "external_group_count": 1, "affiliated_share": 0 }, "scenario_assessment": { "penetration_tier": { "key": "high", "label": "高渗透" }, "lead_supplier_motion": { "key": "stable", "raw_key": "stable", "label": "主供稳定", "override_applied": false, "reference": { "from_year": 2021, "to_year": 2025, "from_share": 1, "to_share": 0, "delta": -1 } }, "demand_pattern": { "key": "pulse_stabilized", "label": "脉冲后稳升" }, "barrier_tier": { "key": "concentrated", "label": "中度集中" }, "scenario_key": "rebuild_window", "scenario_label": "重建型窗口", "opportunity_type": "窗口型", "action_level": "立刻开发", "entry_position": "打替代窗口 / 急单补位", "advantage_focus": "快速替代 + 补位能力", "resource_boundary": "窗口虽然大，但也容易卷，别拖太久才动作。", "matrix_mode": "rebuild", "size_tier": "Tier C", "output_depth": "screening", "size_variant": "small", "compact_template": null, "trigger_metrics": { "china_penetration": 1, "annualized_fob": 196895.832, "active_years": 5, "shipment_count": 31, "insufficient_data_shipment_threshold": 3, "hhi": 4495.15323319926, "top_supplier_pct": 0.6098779988395082, "top1_first_year_share": 1, "top1_first_active_year": 2021, "top1_first_active_share": 1, "top1_latest_year_share": 0, "top1_peak_share": 1, "top1_peak_share_year": 2021, "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": 0.6102429218332496, "latest_vs_first_growth": 0.3759162076986178, "cagr_fob": 0.08304872797738772, "exited_supplier_count": 1, "exited_supplier_share_total": 0.16798183924990345, "new_supplier_count": 0, "supplier_price_gap_ratio": null, "peak_year": 2024, "peak_fob": 372870.56, "latest_year_fob": 227541.62 }, "trigger_summary": [ "高渗透（中国采购 100%）", "主供退出 · 2021年 100% → 2025年 0%（-100pp）", "脉冲后稳升 · 末年/峰值 61%", "中度集中（HHI 4,495 · Top1 61%）" ] }, "supplier_analysis": { "08e6add4-a878-41f4-b8fe-47bce37e781f": { "supplier_affiliation": "独立供应方", "share_role": "核心跟随型", "frequency_role": "高频采购", "trend_role": "已停止采购", "price_role": "高价带", "sample_share": 0.16798183924990345, "account_shipment_count": 4, "account_annualized_shipments": 4, "account_avg_gap_days": 92, "account_rhythm_label": "常规补货", "first_year": 2021, "latest_year": 2025, "first_year_share": 1, "latest_year_share": 0, "importer_latest_year_share": 0, "peak_share": 1, "peak_share_year": 2021, "share_delta_first_to_latest": -1, "share_delta_active_to_latest": -1, "share_delta_peak_to_latest": -1, "first_active_year": 2021, "last_active_year": 2021, "first_active_share": 1, "last_active_share": 1, "last_active_year_share": 1, "active_year_count": 1, "exited_in_latest_year": true, "new_entrant_in_latest_year": false, "share_change_reference": { "from_year": 2021, "to_year": 2025, "from_share": 1, "to_share": 0, "delta": -1 }, "group_label": "WEIGAO", "group_share": 0.16798183924990345, "group_member_count": 1, "group_affiliated_to_importer": false, "relationship_summary": "核心跟随型 · 已停止采购 · 高价带", "competitive_signal": "这个历史二供已经退场了，说明这块份额以前是对外开放过的。 2021年 100% → 2025年 0%（-100pp）；2021 年后没有再出现。", "attack_focus": "重点追踪这部分历史份额后来是被主供收回，还是转给了新的二供。", "entry_angle": "别再围着历史二供本身转，顺着接盘方或空出来的品类去找切口。", "entry_difficulty": "中低", "difficulty_reason": "供货 1 年 · 累计份额 17% · 已退出当前样本" } } }, "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": 31, "band_count": 3, "range_multiple": 78.45043043599, "summary_text": "存在 3 个明显价格带：低价带 $0.02–$0.02（FOB 占比 55%）；中价带 $0.02–$0.03（FOB 占比 35%）；高价带 $0.03–$1.25（FOB 占比 9%）。", "bands": [ { "label": "低价带", "trade_count": 11, "fob_total_usd": 542537.9800000001, "fob_share": 0.5510913811522431, "min_unit_price": 0.01593362831858407, "max_unit_price": 0.021934238952536825, "avg_unit_price": 0.018981608357711142, "median_unit_price": 0.019713641709133672 }, { "label": "中价带", "trade_count": 10, "fob_total_usd": 349204.26, "fob_share": 0.35470965175128744, "min_unit_price": 0.023, "max_unit_price": 0.03, "avg_unit_price": 0.026934373812607597, "median_unit_price": 0.0277214429487804 }, { "label": "高价带", "trade_count": 10, "fob_total_usd": 92736.92, "fob_share": 0.09419896709646956, "min_unit_price": 0.030220710973724883, "max_unit_price": 1.25, "avg_unit_price": 0.19178769273320484, "median_unit_price": 0.08969106145251396 } ] }, "decision_summary": null, "raw_export_summary": { "row_count": 31, "date_min": "2021-03-26", "date_max": "2025-12-17", "total_fob_usd": 984479.16, "hs_codes": [ "9018311900", "9018319000", "9018311100", "9018311990", "90183119" ], "hs_breakdown": [ { "hs_code": "9018311900", "row_count": 16, "fob_total_usd": 600066.1799999999, "fob_share": 0.6095265439646279 }, { "hs_code": "90183119", "row_count": 4, "fob_total_usd": 165374.62, "fob_share": 0.16798183924990345 }, { "hs_code": "9018319000", "row_count": 4, "fob_total_usd": 115155.04, "fob_share": 0.11697052073707684 }, { "hs_code": "9018311990", "row_count": 5, "fob_total_usd": 80017.92, "fob_share": 0.08127944526525072 }, { "hs_code": "9018311100", "row_count": 2, "fob_total_usd": 23865.4, "fob_share": 0.024241650783141007 } ], "supplier_raw_count": 4 }, "generated_at": "2026-05-23T11:32:33.886Z" }