{ "project_id": "col-901831", "entity_id": "7fafa4f2-3ae9-40ef-9817-f697aaa2ff6c", "provider_stack": [ "openai" ], "report_type": "standard", "report_mode": "data_only", "facts_pack": { "importer": { "entity_id": "7fafa4f2-3ae9-40ef-9817-f697aaa2ff6c", "canonical_name": "LABORATORIO FRANCO COLOMBIANO LAFRANCOL S.A.S.", "country": null, "rank": 12, "market_share": 0.011368468638376221, "tax_id": "890301463", "metrics": { "fob_total_usd": 1316928.43, "cif_total_usd": 1404753.5800000008, "qty_total": 13747900, "shipment_count": 80, "avg_shipment_fob": 16461.605375, "fob_last_12m": 648665.1, "fob_last_24m": 849842.4299999999, "fob_by_year": { "2010": 81796, "2011": 250100, "2012": 139028.11, "2013": 641467.6199999999, "2014": 204536.7 }, "qty_by_year": { "2010": 3146000, "2011": 3723000, "2012": 1422500, "2013": 4226400, "2014": 1230000 }, "yoy_growth_fob": -0.6811425960986152, "yoy_growth_qty": -0.7089721749006247, "cagr_fob": 0.4954341482421112, "cagr_qty": -0.05964010848052326, "trend_direction": "growing", "peak_year": "2013", "peak_fob": 641467.6199999999, "momentum_score": 0.35963087886183487, "supplier_count": 2, "china_supplier_count": 1, "china_pct_fob": 0.8949380795127949, "top_supplier_name": "FLIER GLOBAL LTD.", "top_supplier_pct": 0.8949380795127949, "hhi": 8119.521732985096, "supplier_diversity": "concentrated", "avg_unit_price_usd": 0.09221858973226976, "median_unit_price_usd": 0.041, "min_unit_price_usd": 0.026, "max_unit_price_usd": 0.252, "price_range_multiple": 9.692307692307693, "cif_fob_ratio": 1.0666893872129413, "primary_port": "Cali", "port_distribution_json": { "Cali": 74, "Santa Fe de Bogota": 3, "Buenaventura": 3 }, "transport_mode_primary": "SEA", "transport_distribution_json": { "SEA": 62, "AIR": 8, "Maritimo": 7, "Aereo": 3 }, "payment_method_primary": "COMBINACION DE ALGUNA DE LAS FORMAS DE PAGO ANTERI", "payment_distribution_json": { "COMBINACION DE ALGUNA DE LAS FORMAS DE PAGO ANTERI": 64, "GIRO DIRECTO": 9, "PAGOS ANTICIPADOS": 7 }, "fob_by_month_json": { "1": 19779.34, "2": 14138, "3": 60808, "4": 12291.844, "5": 15546.4, "6": 37184, "7": 560, "8": 47952.479999999996, "9": 40112, "10": 4320.222, "11": 7413.4, "12": 3280 }, "peak_months": [ 3, 8, 9 ], "low_months": [ 10, 12, 7 ], "seasonality_score": 0.8600628837920007, "next_peak_month": 3, "priority_score": 8, "active_years": 5, "annualized_fob": 263385.686, "first_year_fob": 81796, "latest_year_fob": 204536.7, "median_yearly_fob": 204536.7, "peak_multiple": 3.1361981492807884, "latest_vs_peak_ratio": 0.31885740390138484, "latest_vs_first_ratio": 2.5005709325639396, "latest_vs_first_growth": 1.5005709325639396, "cagr_reliable": true, "cagr_unreliable_reason": null, "resolved_trend_key": "declining", "resolved_trend_label": "下行", "china_fob": 1178569.4000000001, "china_penetration": 0.8949380795127949, "penetration_tier": "high", "penetration_tier_label": "高渗透", "top1_supplier_id": "8517114e-ecc7-4ccc-b11c-a6a8efbcf62a", "top1_supplier_name": "FLIER GLOBAL LTD.", "top1_is_non_china_lead": false, "top1_cumulative_share": 0.8949380795127949, "top1_first_active_year": 2010, "top1_first_active_year_share": 1, "top1_latest_year_share": 0.8204884502390035, "top1_last_active_year_share": 0.8204884502390035, "top1_peak_year_share": 1, "top1_peak_year": 2010, "top1_delta_active_to_latest": -0.17951154976099648, "top1_delta_peak_to_latest": -0.17951154976099648, "top1_delta_first_to_latest": -0.17951154976099648, "top1_first_active_year_fob": 81796, "top1_latest_year_fob": 167820, "top1_last_active_year_fob": 167820, "exited_supplier_count": 0, "exited_supplier_share": 0, "new_supplier_count": 0, "external_group_count": 1, "affiliated_group_count": 1, "affiliated_group_share": 0.8949380795127949, "uncertain_group_pairs": 0, "uncertain_group_pair_examples": [], "barrier_tier": "single_locked", "barrier_tier_label": "单一锁定", "price_band_count": 3, "main_price_band_share": 0.7336681158899426, "price_band_breakdown": [ { "label": "低价带", "trade_count": 27, "fob_total_usd": 140284, "fob_share": 0.10652363241941706, "min_unit_price": 0.026, "max_unit_price": 0.028, "avg_unit_price": 0.02681481481481483, "median_unit_price": 0.026 }, { "label": "中价带", "trade_count": 27, "fob_total_usd": 210456.02999999997, "fob_share": 0.15980825169064045, "min_unit_price": 0.028, "max_unit_price": 0.10060366666666667, "avg_unit_price": 0.05418556807191215, "median_unit_price": 0.041 }, { "label": "高价带", "trade_count": 26, "fob_total_usd": 966188.4000000001, "fob_share": 0.7336681158899426, "min_unit_price": 0.114, "max_unit_price": 0.252, "avg_unit_price": 0.19963372463999818, "median_unit_price": 0.21387499999999998 } ], "supplier_price_gap": 1.066700544997137, "scenario_id": "limited_window", "scenario_name": "壁垒松动·增量有限", "supplier_motion": "declining", "supplier_motion_label": "主供回落", "supplier_motion_raw": "declining", "supplier_motion_override": false, "trend_label": "pulse_reverted", "trend_label_name": "脉冲后回归", "suppliers_list_json": [ { "entity_id": "8517114e-ecc7-4ccc-b11c-a6a8efbcf62a", "name": "FLIER GLOBAL LTD.", "fob": 1178569.4000000001, "pct": 0.8949380795127949, "qty": 12217900, "shipment_count": 72, "avg_unit_price": 0.09646251810867662, "is_china": true, "supplier_first_active_year": 2010, "supplier_latest_active_year": 2014, "supplier_active_years": 5, "supplier_first_year_share": 1, "supplier_latest_year_share": 0.8204884502390035, "supplier_last_active_year_share": 0.8204884502390035, "supplier_peak_year_share": 1, "supplier_delta": -0.17951154976099648, "supplier_status": "declining", "supplier_share_by_year": { "2010": 1, "2011": 1, "2012": 0.978291368558488, "2013": 0.8462522239236331, "2014": 0.8204884502390035 } }, { "entity_id": "06ef1c84-02f3-442c-8120-820d2278830d", "name": "FABRICA DE ENVASES FOSKO S.A.", "fob": 138359.03, "pct": 0.10506192048720522, "qty": 1530000, "shipment_count": 8, "avg_unit_price": 0.09043073856209151, "is_china": false, "supplier_first_active_year": 2012, "supplier_latest_active_year": 2014, "supplier_active_years": 3, "supplier_first_year_share": 0.021708631441512083, "supplier_latest_year_share": 0.17951154976099643, "supplier_last_active_year_share": 0.17951154976099643, "supplier_peak_year_share": 0.17951154976099643, "supplier_delta": 0.15780291831948434, "supplier_status": "expanding", "supplier_share_by_year": { "2010": 0, "2011": 0, "2012": 0.021708631441512083, "2013": 0.15374777607636692, "2014": 0.17951154976099643 } } ], "group_rollup_summary": { "total_group_count": 2, "external_group_count": 1, "affiliated_group_count": 1, "affiliated_group_share": 0.8949380795127949 }, "market_total_fob": 115840441.83, "annualized_fob_p25": 1000, "annualized_fob_p50": 6215.95, "annualized_fob_p75": 34260, "annualized_fob_p90": 118904.35933333338, "data_freshness": "historical", "data_freshness_label": "历史", "volume_score": 10, "window_score": 5.5, "barrier_score": 1, "trend_score": 4.8, "barrier_score_base": 2.5, "barrier_score_adjustments": [ { "label": "集团内闭环高", "delta": -2 }, { "label": "Top1 过高", "delta": -1 }, { "label": "外部窗口极少", "delta": -0.5 } ], "barrier_score_reason": "single_locked 基础分 2.5，集团内闭环高-2.0；Top1 过高-1.0；外部窗口极少-0.5", "trend_score_base": 4, "trend_score_adjustments": [ { "label": "长期 CAGR 为正", "delta": 0.8 } ], "trend_score_reason": "pulse_reverted 基础分 4.0，长期 CAGR 为正+0.8", "priority_score_v2": 5.1, "priority_weighted_raw": 5.81, "priority_freshness_modifier": -0.75, "priority_override": null, "priority_level": "先研究", "rank": 12, "market_share": 0.011368468638376221, "suppliers_list": [ { "entity_id": "8517114e-ecc7-4ccc-b11c-a6a8efbcf62a", "name": "FLIER GLOBAL LTD.", "fob": 1178569.4000000001, "pct": 0.8949380795127949, "qty": 12217900, "shipment_count": 72, "avg_unit_price": 0.09646251810867662, "is_china": true, "supplier_first_active_year": 2010, "supplier_latest_active_year": 2014, "supplier_active_years": 5, "supplier_first_year_share": 1, "supplier_latest_year_share": 0.8204884502390035, "supplier_last_active_year_share": 0.8204884502390035, "supplier_peak_year_share": 1, "supplier_delta": -0.17951154976099648, "supplier_status": "declining", "supplier_share_by_year": { "2010": 1, "2011": 1, "2012": 0.978291368558488, "2013": 0.8462522239236331, "2014": 0.8204884502390035 } }, { "entity_id": "06ef1c84-02f3-442c-8120-820d2278830d", "name": "FABRICA DE ENVASES FOSKO S.A.", "fob": 138359.03, "pct": 0.10506192048720522, "qty": 1530000, "shipment_count": 8, "avg_unit_price": 0.09043073856209151, "is_china": false, "supplier_first_active_year": 2012, "supplier_latest_active_year": 2014, "supplier_active_years": 3, "supplier_first_year_share": 0.021708631441512083, "supplier_latest_year_share": 0.17951154976099643, "supplier_last_active_year_share": 0.17951154976099643, "supplier_peak_year_share": 0.17951154976099643, "supplier_delta": 0.15780291831948434, "supplier_status": "expanding", "supplier_share_by_year": { "2010": 0, "2011": 0, "2012": 0.021708631441512083, "2013": 0.15374777607636692, "2014": 0.17951154976099643 } } ], "active_year_count": 5, "name": "LABORATORIO FRANCO COLOMBIANO LAFRANCOL S.A.S.", "tax_id": "890301463" } }, "market": { "total_fob": 114599053.77000012, "importer_count": 262, "market_avg_unit_price_usd": 0.043011453483906774, "market_median_unit_price_usd": 0.09097425570776256, "hs_code": "9018312000", "hs_code_6": "901831", "product_category": "Medical Devices", "hs_description": "Syringes, with or without needles", "hs_description_zh": "注射器，不论是否带针头", "hs_description_es": "Jeringas, incluso con aguja", "total_records": 5595, "country": "哥伦比亚", "country_code": "COL", "snapshot_date": "2015-06-27", "status": "published" }, "top_suppliers": [ { "entity_id": "8517114e-ecc7-4ccc-b11c-a6a8efbcf62a", "name": "FLIER GLOBAL LTD.", "fob": 1178569.4000000001, "pct": 0.8949380795127949, "qty": 12217900, "shipment_count": 72, "avg_unit_price": 0.09646251810867662, "is_china": true, "supplier_first_active_year": 2010, "supplier_latest_active_year": 2014, "supplier_active_years": 5, "supplier_first_year_share": 1, "supplier_latest_year_share": 0.8204884502390035, "supplier_last_active_year_share": 0.8204884502390035, "supplier_peak_year_share": 1, "supplier_delta": -0.17951154976099648, "supplier_status": "declining", "supplier_share_by_year": { "2010": 1, "2011": 1, "2012": 0.978291368558488, "2013": 0.8462522239236331, "2014": 0.8204884502390035 }, "canonical_name": "FLIER GLOBAL LTD.", "country": null, "supplier_rank": 19, "supplier_market_share": 0.010174075490229854, "supplier_total_fob": 1178569.4000000001, "supplier_importer_count": 1, "customer_hhi": 10000, "competitive_index": 5.81, "competitive_signal": "高度绑定型供应商", "entity_ids": [ "8517114e-ecc7-4ccc-b11c-a6a8efbcf62a" ], "aliases": [ "FLIER GLOBAL LTD." ], "variant_count": 1 }, { "entity_id": "06ef1c84-02f3-442c-8120-820d2278830d", "name": "FABRICA DE ENVASES FOSKO S.A.", "fob": 138359.03, "pct": 0.10506192048720522, "qty": 1530000, "shipment_count": 8, "avg_unit_price": 0.09043073856209151, "is_china": false, "supplier_first_active_year": 2012, "supplier_latest_active_year": 2014, "supplier_active_years": 3, "supplier_first_year_share": 0.021708631441512083, "supplier_latest_year_share": 0.17951154976099643, "supplier_last_active_year_share": 0.17951154976099643, "supplier_peak_year_share": 0.17951154976099643, "supplier_delta": 0.15780291831948434, "supplier_status": "expanding", "supplier_share_by_year": { "2010": 0, "2011": 0, "2012": 0.021708631441512083, "2013": 0.15374777607636692, "2014": 0.17951154976099643 }, "canonical_name": "FABRICA DE ENVASES FOSKO S.A.", "country": null, "supplier_rank": 29, "supplier_market_share": 0.0038761978364943886, "supplier_total_fob": 449020.4700000001, "supplier_importer_count": 2, "customer_hhi": 5736.241727525808, "competitive_index": 6.02, "competitive_signal": "长尾补充型供应商", "entity_ids": [ "06ef1c84-02f3-442c-8120-820d2278830d" ], "aliases": [ "FABRICA DE ENVASES FOSKO S.A." ], "variant_count": 1 } ], "all_suppliers": [ { "entity_id": "8517114e-ecc7-4ccc-b11c-a6a8efbcf62a", "name": "FLIER GLOBAL LTD.", "fob": 1178569.4000000001, "pct": 0.8949380795127949, "qty": 12217900, "shipment_count": 72, "avg_unit_price": 0.09646251810867662, "is_china": true, "supplier_first_active_year": 2010, "supplier_latest_active_year": 2014, "supplier_active_years": 5, "supplier_first_year_share": 1, "supplier_latest_year_share": 0.8204884502390035, "supplier_last_active_year_share": 0.8204884502390035, "supplier_peak_year_share": 1, "supplier_delta": -0.17951154976099648, "supplier_status": "declining", "supplier_share_by_year": { "2010": 1, "2011": 1, "2012": 0.978291368558488, "2013": 0.8462522239236331, "2014": 0.8204884502390035 }, "canonical_name": "FLIER GLOBAL LTD.", "country": null, "supplier_rank": 19, "supplier_market_share": 0.010174075490229854, "supplier_total_fob": 1178569.4000000001, "supplier_importer_count": 1, "customer_hhi": 10000, "competitive_index": 5.81, "competitive_signal": "高度绑定型供应商", "entity_ids": [ "8517114e-ecc7-4ccc-b11c-a6a8efbcf62a" ], "aliases": [ "FLIER GLOBAL LTD." ], "variant_count": 1 }, { "entity_id": "06ef1c84-02f3-442c-8120-820d2278830d", "name": "FABRICA DE ENVASES FOSKO S.A.", "fob": 138359.03, "pct": 0.10506192048720522, "qty": 1530000, "shipment_count": 8, "avg_unit_price": 0.09043073856209151, "is_china": false, "supplier_first_active_year": 2012, "supplier_latest_active_year": 2014, "supplier_active_years": 3, "supplier_first_year_share": 0.021708631441512083, "supplier_latest_year_share": 0.17951154976099643, "supplier_last_active_year_share": 0.17951154976099643, "supplier_peak_year_share": 0.17951154976099643, "supplier_delta": 0.15780291831948434, "supplier_status": "expanding", "supplier_share_by_year": { "2010": 0, "2011": 0, "2012": 0.021708631441512083, "2013": 0.15374777607636692, "2014": 0.17951154976099643 }, "canonical_name": "FABRICA DE ENVASES FOSKO S.A.", "country": null, "supplier_rank": 29, "supplier_market_share": 0.0038761978364943886, "supplier_total_fob": 449020.4700000001, "supplier_importer_count": 2, "customer_hhi": 5736.241727525808, "competitive_index": 6.02, "competitive_signal": "长尾补充型供应商", "entity_ids": [ "06ef1c84-02f3-442c-8120-820d2278830d" ], "aliases": [ "FABRICA DE ENVASES FOSKO S.A." ], "variant_count": 1 } ], "raw_supplier_count": 2, "raw_top_supplier_count": 2 }, "account_analysis": { "importer_procurement": { "annualized_shipments": 16, "frequency_tier": "高频采购账户", "avg_gap_days": 20.2, "gap_cv": 1.28, "rhythm_label": "项目/随机采购", "years_active": 5, "first_year": 2010, "latest_year": "2014", "avg_annual_fob": 263385.69, "benchmarks": { "p25": 1, "p75": 3.67 } }, "supplier_frequency_thresholds": { "p25": 5.6, "p75": 11.47 }, "trend_metrics": { "years": [ 2010, 2011, 2012, 2013, 2014 ], "first_year": 2010, "latest_year": 2014, "first_year_fob": 81796, "latest_year_fob": 204536.7, "peak_year": 2013, "peak_fob": 641467.6199999999, "avg_annual_fob": 263385.686, "median_annual_fob": 204536.7, "latest_vs_first_ratio": 2.5005709325639396, "latest_vs_first_growth": 1.5005709325639396, "latest_vs_peak_ratio": 0.31885740390138484, "peak_multiple": 3.1361981492807884, "cagr_fob": 0.4954341482421112 }, "supplier_rollup": { "groups": [ { "id": "group-1", "tokens": [ "FLIER" ], "primary_name": "FLIER GLOBAL LTD.", "members": [ { "entity_id": "8517114e-ecc7-4ccc-b11c-a6a8efbcf62a", "name": "FLIER GLOBAL LTD.", "fob": 1178569.4000000001, "pct": 0.8949380795127949, "qty": 12217900, "shipment_count": 72, "avg_unit_price": 0.09646251810867662, "is_china": true, "supplier_first_active_year": 2010, "supplier_latest_active_year": 2014, "supplier_active_years": 5, "supplier_first_year_share": 1, "supplier_latest_year_share": 0.8204884502390035, "supplier_last_active_year_share": 0.8204884502390035, "supplier_peak_year_share": 1, "supplier_delta": -0.17951154976099648, "supplier_status": "declining", "supplier_share_by_year": { "2010": 1, "2011": 1, "2012": 0.978291368558488, "2013": 0.8462522239236331, "2014": 0.8204884502390035 }, "canonical_name": "FLIER GLOBAL LTD.", "country": null, "supplier_rank": 19, "supplier_market_share": 0.010174075490229854, "supplier_total_fob": 1178569.4000000001, "supplier_importer_count": 1, "customer_hhi": 10000, "competitive_index": 5.81, "competitive_signal": "高度绑定型供应商", "entity_ids": [ "8517114e-ecc7-4ccc-b11c-a6a8efbcf62a" ], "aliases": [ "FLIER GLOBAL LTD." ], "variant_count": 1 } ], "total_share": 0.8949380795127949, "total_fob": 1178569.4000000001, "label": "FLIER", "affiliated_to_importer": false, "member_count": 1 }, { "id": "group-2", "tokens": [ "FABRICA", "ENVASES", "FOSKO" ], "primary_name": "FABRICA DE ENVASES FOSKO S.A.", "members": [ { "entity_id": "06ef1c84-02f3-442c-8120-820d2278830d", "name": "FABRICA DE ENVASES FOSKO S.A.", "fob": 138359.03, "pct": 0.10506192048720522, "qty": 1530000, "shipment_count": 8, "avg_unit_price": 0.09043073856209151, "is_china": false, "supplier_first_active_year": 2012, "supplier_latest_active_year": 2014, "supplier_active_years": 3, "supplier_first_year_share": 0.021708631441512083, "supplier_latest_year_share": 0.17951154976099643, "supplier_last_active_year_share": 0.17951154976099643, "supplier_peak_year_share": 0.17951154976099643, "supplier_delta": 0.15780291831948434, "supplier_status": "expanding", "supplier_share_by_year": { "2010": 0, "2011": 0, "2012": 0.021708631441512083, "2013": 0.15374777607636692, "2014": 0.17951154976099643 }, "canonical_name": "FABRICA DE ENVASES FOSKO S.A.", "country": null, "supplier_rank": 29, "supplier_market_share": 0.0038761978364943886, "supplier_total_fob": 449020.4700000001, "supplier_importer_count": 2, "customer_hhi": 5736.241727525808, "competitive_index": 6.02, "competitive_signal": "长尾补充型供应商", "entity_ids": [ "06ef1c84-02f3-442c-8120-820d2278830d" ], "aliases": [ "FABRICA DE ENVASES FOSKO S.A." ], "variant_count": 1 } ], "total_share": 0.10506192048720522, "total_fob": 138359.03, "label": "FABRICA ENVASES", "affiliated_to_importer": false, "member_count": 1 } ], "dominant_group": { "id": "group-1", "tokens": [ "FLIER" ], "primary_name": "FLIER GLOBAL LTD.", "members": [ { "entity_id": "8517114e-ecc7-4ccc-b11c-a6a8efbcf62a", "name": "FLIER GLOBAL LTD.", "fob": 1178569.4000000001, "pct": 0.8949380795127949, "qty": 12217900, "shipment_count": 72, "avg_unit_price": 0.09646251810867662, "is_china": true, "supplier_first_active_year": 2010, "supplier_latest_active_year": 2014, "supplier_active_years": 5, "supplier_first_year_share": 1, "supplier_latest_year_share": 0.8204884502390035, "supplier_last_active_year_share": 0.8204884502390035, "supplier_peak_year_share": 1, "supplier_delta": -0.17951154976099648, "supplier_status": "declining", "supplier_share_by_year": { "2010": 1, "2011": 1, "2012": 0.978291368558488, "2013": 0.8462522239236331, "2014": 0.8204884502390035 }, "canonical_name": "FLIER GLOBAL LTD.", "country": null, "supplier_rank": 19, "supplier_market_share": 0.010174075490229854, "supplier_total_fob": 1178569.4000000001, "supplier_importer_count": 1, "customer_hhi": 10000, "competitive_index": 5.81, "competitive_signal": "高度绑定型供应商", "entity_ids": [ "8517114e-ecc7-4ccc-b11c-a6a8efbcf62a" ], "aliases": [ "FLIER GLOBAL LTD." ], "variant_count": 1 } ], "total_share": 0.8949380795127949, "total_fob": 1178569.4000000001, "label": "FLIER", "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 FLIER 占比最高，约 89.5%。", "uncertain_group_pairs": [], "uncertain_group_summary": "", "by_supplier": { "8517114e-ecc7-4ccc-b11c-a6a8efbcf62a": { "group_id": "group-1", "group_label": "FLIER", "group_share": 0.8949380795127949, "group_member_count": 1, "affiliated_to_importer": false }, "06ef1c84-02f3-442c-8120-820d2278830d": { "group_id": "group-2", "group_label": "FABRICA ENVASES", "group_share": 0.10506192048720522, "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": 1.0031642727721055, "top_supplier_metrics": { "supplier_name": "FLIER GLOBAL LTD.", "supplier_entity_id": "8517114e-ecc7-4ccc-b11c-a6a8efbcf62a", "total_share": 0.8949380795127949, "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": 0.8949380795127949, "account_shipment_count": 72, "account_annualized_shipments": 14.4, "account_avg_gap_days": 22.48, "account_rhythm_label": "项目/随机采购", "first_year": 2010, "latest_year": 2014, "first_year_share": 1, "latest_year_share": 0.8204884502390035, "importer_latest_year_share": 0.8204884502390035, "peak_share": 1, "peak_share_year": 2010, "share_delta_first_to_latest": -0.17951154976099648, "share_delta_active_to_latest": -0.17951154976099648, "share_delta_peak_to_latest": -0.17951154976099648, "first_active_year": 2010, "last_active_year": 2014, "first_active_share": 1, "last_active_share": 0.8204884502390035, "last_active_year_share": 0.8204884502390035, "active_year_count": 5, "exited_in_latest_year": false, "new_entrant_in_latest_year": false, "share_change_reference": { "from_year": 2010, "to_year": 2014, "from_share": 1, "to_share": 0.8204884502390035, "delta": -0.17951154976099648 }, "group_label": "FLIER", "group_share": 0.8949380795127949, "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% → 2014年 82%（-18pp）。", "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 5 年 · 累计份额 89% · 末年份额在回落", "share_window_fob_estimate": 47280.772678723195 }, "top_supplier_pct": 0.8949380795127949, "supplier_count": 2, "top_supplier_sample_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": 2014, "from_share": 1, "to_share": 0.8204884502390035, "delta": -0.17951154976099648 } }, "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": "先研究", "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 B", "output_depth": "compact", "size_variant": "small", "compact_template": null, "trigger_metrics": { "china_penetration": 0.8949380795127949, "annualized_fob": 263385.686, "active_years": 5, "shipment_count": 80, "insufficient_data_shipment_threshold": 3, "hhi": 8119.521732985096, "top_supplier_pct": 0.8949380795127949, "top1_first_year_share": 1, "top1_first_active_year": 2010, "top1_first_active_share": 1, "top1_latest_year_share": 0.8204884502390035, "top1_peak_share": 1, "top1_peak_share_year": 2010, "top1_share_delta_first_to_latest": -0.17951154976099648, "top1_share_delta_active_to_latest": -0.17951154976099648, "top1_share_delta_peak_to_latest": -0.17951154976099648, "latest_vs_peak_ratio": 0.31885740390138484, "latest_vs_first_growth": 1.5005709325639396, "cagr_fob": 0.4954341482421112, "exited_supplier_count": 0, "exited_supplier_share_total": 0, "new_supplier_count": 0, "supplier_price_gap_ratio": 1.0031642727721055, "peak_year": 2013, "peak_fob": 641467.6199999999, "latest_year_fob": 204536.7 }, "trigger_summary": [ "高渗透（中国采购 89%）", "主供回落 · 2010年 100% → 2014年 82%（-18pp）", "脉冲后回归 · 末年/峰值 32%", "高度集中（HHI 8,120 · Top1 89%）" ] }, "supplier_analysis": { "8517114e-ecc7-4ccc-b11c-a6a8efbcf62a": { "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": 0.8949380795127949, "account_shipment_count": 72, "account_annualized_shipments": 14.4, "account_avg_gap_days": 22.48, "account_rhythm_label": "项目/随机采购", "first_year": 2010, "latest_year": 2014, "first_year_share": 1, "latest_year_share": 0.8204884502390035, "importer_latest_year_share": 0.8204884502390035, "peak_share": 1, "peak_share_year": 2010, "share_delta_first_to_latest": -0.17951154976099648, "share_delta_active_to_latest": -0.17951154976099648, "share_delta_peak_to_latest": -0.17951154976099648, "first_active_year": 2010, "last_active_year": 2014, "first_active_share": 1, "last_active_share": 0.8204884502390035, "last_active_year_share": 0.8204884502390035, "active_year_count": 5, "exited_in_latest_year": false, "new_entrant_in_latest_year": false, "share_change_reference": { "from_year": 2010, "to_year": 2014, "from_share": 1, "to_share": 0.8204884502390035, "delta": -0.17951154976099648 }, "group_label": "FLIER", "group_share": 0.8949380795127949, "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% → 2014年 82%（-18pp）。", "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 5 年 · 累计份额 89% · 末年份额在回落" }, "06ef1c84-02f3-442c-8120-820d2278830d": { "supplier_affiliation": "独立供应方", "share_role": "核心跟随型", "frequency_role": "低频采购", "trend_role": "份额扩张中", "price_role": "高价带", "sample_share": 0.10506192048720522, "account_shipment_count": 8, "account_annualized_shipments": 2.67, "account_avg_gap_days": 62.29, "account_rhythm_label": "项目/随机采购", "first_year": 2010, "latest_year": 2014, "first_year_share": 0, "latest_year_share": 0.17951154976099643, "importer_latest_year_share": 0.17951154976099643, "peak_share": 0.17951154976099643, "peak_share_year": 2014, "share_delta_first_to_latest": 0.17951154976099643, "share_delta_active_to_latest": 0.15780291831948434, "share_delta_peak_to_latest": 0, "first_active_year": 2012, "last_active_year": 2014, "first_active_share": 0.021708631441512083, "last_active_share": 0.17951154976099643, "last_active_year_share": 0.17951154976099643, "active_year_count": 3, "exited_in_latest_year": false, "new_entrant_in_latest_year": false, "share_change_reference": { "from_year": 2012, "to_year": 2014, "from_share": 0.021708631441512083, "to_share": 0.17951154976099643, "delta": 0.15780291831948434 }, "group_label": "FABRICA ENVASES", "group_share": 0.10506192048720522, "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。 2012年 2% → 2014年 18%（+16pp）。", "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 11% · 末年份额还在扩张" } } }, "time_context": { "first_year": 2010, "prev_year": 2013, "last_year": 2014, "gap_years": 12, "freshness": "stale", "trend_prefix": "截至2014年（相较2013年）", "warning_text": "数据截止 2014 年，距今已 12 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": 80, "band_count": 3, "range_multiple": 9.692307692307693, "summary_text": "存在 3 个明显价格带：低价带 $0.03–$0.03（FOB 占比 11%）；中价带 $0.03–$0.10（FOB 占比 15%）；高价带 $0.11–$0.25（FOB 占比 73%）。", "bands": [ { "label": "低价带", "trade_count": 27, "fob_total_usd": 148684, "fob_share": 0.11290211116484136, "min_unit_price": 0.026, "max_unit_price": 0.028, "avg_unit_price": 0.02681481481481483, "median_unit_price": 0.026 }, { "label": "中价带", "trade_count": 27, "fob_total_usd": 202056.02999999997, "fob_share": 0.15342977294521615, "min_unit_price": 0.028, "max_unit_price": 0.10060366666666667, "avg_unit_price": 0.05418556807191215, "median_unit_price": 0.041 }, { "label": "高价带", "trade_count": 26, "fob_total_usd": 966188.4000000001, "fob_share": 0.7336681158899426, "min_unit_price": 0.114, "max_unit_price": 0.252, "avg_unit_price": 0.19963372463999818, "median_unit_price": 0.21387499999999998 } ] }, "decision_summary": null, "raw_export_summary": { "row_count": 80, "date_min": "2010-01-26", "date_max": "2014-06-10", "total_fob_usd": 1316928.43, "hs_codes": [ "9018312000" ], "hs_breakdown": [ { "hs_code": "9018312000", "row_count": 80, "fob_total_usd": 1316928.43, "fob_share": 1 } ], "supplier_raw_count": 5 }, "generated_at": "2026-04-12T11:08:26.479Z" }