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"uncertain_group_summary": "", "by_supplier": { "793c0f78-ff21-40b8-a152-f4c0d8771363": { "group_id": "group-1", "group_label": "NIPRO PHARMAPACKAGING", "group_share": 0.8680508152416431, "group_member_count": 1, "affiliated_to_importer": false }, "010bbe25-50b2-46a5-b75a-5438cd416faf": { "group_id": "group-2", "group_label": "TERUMO BCT", "group_share": 0.06795058912224586, "group_member_count": 1, "affiliated_to_importer": false }, "2a4813db-6d88-47b1-8a7a-e220d57be125": { "group_id": "group-3", "group_label": "TAE CHANG", "group_share": 0.0567827496402264, "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": 3.275521312256018, "top_supplier_metrics": { "supplier_name": "NIPRO PHARMAPACKAGING GERMANY GMBH", "supplier_entity_id": "793c0f78-ff21-40b8-a152-f4c0d8771363", "total_share": 0.8680508152416431, "supplier_affiliation": "独立供应方", "share_role": "主导型", "frequency_role": "高频采购", "trend_role": "份额扩张中", "price_role": "高价带", "sample_share": 0.8680508152416431, "account_shipment_count": 1222, "account_annualized_shipments": 244.4, "account_avg_gap_days": 1.47, "account_rhythm_label": "项目/随机采购", "first_year": 2021, "latest_year": 2025, "first_year_share": 0.631187918624242, "latest_year_share": 0.8993699086617541, "importer_latest_year_share": 0.8993699086617541, "peak_share": 0.9352303172341974, "peak_share_year": 2023, "share_delta_first_to_latest": 0.2681819900375122, "share_delta_active_to_latest": 0.2681819900375122, "share_delta_peak_to_latest": -0.035860408572443214, "first_active_year": 2021, "last_active_year": 2025, "first_active_share": 0.631187918624242, "last_active_share": 0.8993699086617541, "last_active_year_share": 0.8993699086617541, "active_year_count": 5, "exited_in_latest_year": false, "new_entrant_in_latest_year": false, "share_change_reference": { "from_year": 2021, "to_year": 2025, "from_share": 0.631187918624242, "to_share": 0.8993699086617541, "delta": 0.2681819900375122 }, "group_label": "NIPRO PHARMAPACKAGING", "group_share": 0.8680508152416431, "group_member_count": 1, "group_affiliated_to_importer": false, "relationship_summary": "主导型 · 份额扩张中 · 高价带", "competitive_signal": "这个主供还在继续做大，说明关系稳、执行也强。 2021年 63% → 2025年 90%（+27pp）。", "attack_focus": "先找它没覆盖好的品类、价格带，或者交付上的短板，不要正面对打整盘份额。", "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 5 年 · 累计份额 87% · 末年份额还在扩张", "share_window_fob_estimate": 0 }, "china_top1_latest_share": 0, "entry_window_verdict": "standard_entry", "top_supplier_pct": 0.8680508152416431, "supplier_count": 6, "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": 0.631187918624242, "to_share": 0.8993699086617541, "delta": 0.2681819900375122 } }, "demand_pattern": { "key": "growth", "label": "持续增长" }, "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 A", "output_depth": "full", "size_variant": "large", "compact_template": null, "trigger_metrics": { "china_penetration": 0.000005009808788436752, "annualized_fob": 4681508.72728572, "active_years": 5, "shipment_count": 1627, "insufficient_data_shipment_threshold": 3, "hhi": 7614.05774903259, "top_supplier_pct": 0.8680508152416431, "top1_first_year_share": 0.631187918624242, "top1_first_active_year": 2021, "top1_first_active_share": 0.631187918624242, "top1_latest_year_share": 0.8993699086617541, "top1_peak_share": 0.9352303172341974, "top1_peak_share_year": 2023, "top1_share_delta_first_to_latest": 0.2681819900375122, "top1_share_delta_active_to_latest": 0.2681819900375122, "top1_share_delta_peak_to_latest": -0.035860408572443214, "latest_vs_peak_ratio": 1, "latest_vs_first_growth": 1.0751847023811756, "cagr_fob": 0.20022920260865673, "exited_supplier_count": 0, "exited_supplier_share_total": 0, "new_supplier_count": 0, "supplier_price_gap_ratio": 3.275521312256018, "peak_year": 2025, "peak_fob": 5780694.915579691, "latest_year_fob": 5780694.915579691 }, "trigger_summary": [ "低渗透（中国采购 0%）", "主供扩张 · 2021年 63% → 2025年 90%（+27pp）", "持续增长 · 末年/峰值 100%", "高度集中（HHI 7,614 · Top1 87%）" ] }, "supplier_analysis": { "793c0f78-ff21-40b8-a152-f4c0d8771363": { "supplier_affiliation": "独立供应方", "share_role": "主导型", "frequency_role": "高频采购", "trend_role": "份额扩张中", "price_role": "高价带", "sample_share": 0.8680508152416431, "account_shipment_count": 1222, "account_annualized_shipments": 244.4, "account_avg_gap_days": 1.47, "account_rhythm_label": "项目/随机采购", "first_year": 2021, "latest_year": 2025, "first_year_share": 0.631187918624242, "latest_year_share": 0.8993699086617541, "importer_latest_year_share": 0.8993699086617541, "peak_share": 0.9352303172341974, "peak_share_year": 2023, "share_delta_first_to_latest": 0.2681819900375122, "share_delta_active_to_latest": 0.2681819900375122, "share_delta_peak_to_latest": -0.035860408572443214, "first_active_year": 2021, "last_active_year": 2025, "first_active_share": 0.631187918624242, "last_active_share": 0.8993699086617541, "last_active_year_share": 0.8993699086617541, "active_year_count": 5, "exited_in_latest_year": false, "new_entrant_in_latest_year": false, "share_change_reference": { "from_year": 2021, "to_year": 2025, "from_share": 0.631187918624242, "to_share": 0.8993699086617541, "delta": 0.2681819900375122 }, "group_label": "NIPRO PHARMAPACKAGING", "group_share": 0.8680508152416431, "group_member_count": 1, "group_affiliated_to_importer": false, "relationship_summary": "主导型 · 份额扩张中 · 高价带", "competitive_signal": "这个主供还在继续做大，说明关系稳、执行也强。 2021年 63% → 2025年 90%（+27pp）。", "attack_focus": "先找它没覆盖好的品类、价格带，或者交付上的短板，不要正面对打整盘份额。", "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 5 年 · 累计份额 87% · 末年份额还在扩张" }, "010bbe25-50b2-46a5-b75a-5438cd416faf": { "supplier_affiliation": "独立供应方", "share_role": "补充型", "frequency_role": "常规采购", "trend_role": "份额回落中", "price_role": "高价带", "sample_share": 0.06795058912224586, "account_shipment_count": 65, "account_annualized_shipments": 13, "account_avg_gap_days": 27.42, "account_rhythm_label": "项目/随机采购", "first_year": 2021, "latest_year": 2025, "first_year_share": 0.2386770075072915, "latest_year_share": 0.0584762601964961, "importer_latest_year_share": 0.0584762601964961, "peak_share": 0.2386770075072915, "peak_share_year": 2021, "share_delta_first_to_latest": -0.1802007473107954, "share_delta_active_to_latest": -0.1802007473107954, "share_delta_peak_to_latest": -0.1802007473107954, "first_active_year": 2021, "last_active_year": 2025, "first_active_share": 0.2386770075072915, "last_active_share": 0.0584762601964961, "last_active_year_share": 0.0584762601964961, "active_year_count": 5, "exited_in_latest_year": false, "new_entrant_in_latest_year": false, "share_change_reference": { "from_year": 2021, "to_year": 2025, "from_share": 0.2386770075072915, "to_share": 0.0584762601964961, "delta": -0.1802007473107954 }, "group_label": "TERUMO BCT", "group_share": 0.06795058912224586, "group_member_count": 1, "group_affiliated_to_importer": false, "relationship_summary": "补充型 · 份额回落中 · 高价带", "competitive_signal": "这类小份额也在往下掉，说明补充需求正在被别的供应商接走。 2021年 24% → 2025年 6%（-18pp）。", "attack_focus": "重点判断这类小额补充需求后来流向了谁，以及为什么被替掉。", "entry_angle": "适合顺着这类正在流失的小份额去找容易接手的 SKU。", "entry_difficulty": "低", "difficulty_reason": "供货 5 年 · 累计份额 7% · 末年份额在回落" }, "2a4813db-6d88-47b1-8a7a-e220d57be125": { "supplier_affiliation": "独立供应方", "share_role": "补充型", "frequency_role": "低频采购", "trend_role": "持续供货", "price_role": "高价带", "sample_share": 0.0567827496402264, "account_shipment_count": 26, "account_annualized_shipments": 5.2, "account_avg_gap_days": 70.08, "account_rhythm_label": "常规补货", "first_year": 2021, "latest_year": 2025, "first_year_share": 0.07012367486352121, "latest_year_share": 0.04201460093412395, "importer_latest_year_share": 0.04201460093412395, "peak_share": 0.09853316764841727, "peak_share_year": 2022, "share_delta_first_to_latest": -0.02810907392939726, "share_delta_active_to_latest": -0.02810907392939726, "share_delta_peak_to_latest": -0.05651856671429332, "first_active_year": 2021, "last_active_year": 2025, "first_active_share": 0.07012367486352121, "last_active_share": 0.04201460093412395, "last_active_year_share": 0.04201460093412395, "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": 0.09853316764841727, "to_share": 0.04201460093412395, "delta": -0.05651856671429332 }, "group_label": "TAE CHANG", "group_share": 0.0567827496402264, "group_member_count": 1, "group_affiliated_to_importer": false, "relationship_summary": "补充型 · 持续供货 · 高价带", "competitive_signal": "补充型关系更适合用来看客户还会在哪些小类继续开放尝试。 2022年 10% → 2025年 4%（-6pp）。", "attack_focus": "重点判断这种小份额对应的是补货需求、特殊规格，还是某个固定的小众品类。", "entry_angle": "如果这是非中国尾部供应，优先判断能不能把这种小份额转成中国供应。", "entry_difficulty": "低", "difficulty_reason": "供货 5 年 · 累计份额 6%" } } }, "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": 1627, "band_count": 3, "range_multiple": 110783.55858128733, "summary_text": "存在 3 个明显价格带：低价带 $0.00–$0.43（FOB 占比 1%）；中价带 $0.44–$47.00（FOB 占比 55%）；高价带 $47.00–$391.81（FOB 占比 44%）。", "bands": [ { "label": "低价带", "trade_count": 543, "fob_total_usd": 148039.38282674132, "fob_share": 0.006324430496686178, "min_unit_price": 0.0035367537742510445, "max_unit_price": 0.42604009516072877, "avg_unit_price": 0.07094285641425972, "median_unit_price": 0.025987527880107594 }, { "label": "中价带", "trade_count": 542, "fob_total_usd": 12869619.373601861, "fob_share": 0.5498064886045197, "min_unit_price": 0.437467174369746, "max_unit_price": 46.999652777777776, "avg_unit_price": 34.3577459865845, "median_unit_price": 36.16896819544549 }, { "label": "高价带", "trade_count": 542, "fob_total_usd": 10389884.880000016, "fob_share": 0.44386908089879623, "min_unit_price": 46.999722222222225, "max_unit_price": 391.81416893732967, "avg_unit_price": 96.94282127031252, "median_unit_price": 57.813443242375605 } ] }, "decision_summary": null, "raw_export_summary": { "row_count": 1627, "date_min": "2021-01-09", "date_max": "2025-12-19", "total_fob_usd": 23407543.63642857, "hs_codes": [ "90183101", "90183199" ], "hs_breakdown": [ { "hs_code": "90183101", "row_count": 1450, "fob_total_usd": 21917144.7574471, "fob_share": 0.936328266556684 }, { "hs_code": "90183199", "row_count": 177, "fob_total_usd": 1490398.878981478, "fob_share": 0.06367173344331645 } ], "supplier_raw_count": 6 }, "generated_at": "2026-05-23T12:23:24.081Z" }