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"VEDAPACK", "EMBALAGENS", "INDUSTRAIS" ], "primary_name": "VEDAPACK EMBALAGENS INDUSTRAIS LTDA", "members": [ { "entity_id": "3e9bd30f-83df-4dcb-8c20-92358c315771", "name": "VEDAPACK EMBALAGENS INDUSTRAIS LTDA", "fob": 15042.58, "pct": 0.016185131832187418, "qty": 278000, "shipment_count": 1, "avg_unit_price": 0.05411, "is_china": false, "first_year": "2021", "supplier_first_active_year": 2021, "supplier_latest_active_year": 2021, "supplier_active_years": 1, "supplier_first_year_share": 1, "supplier_latest_year_share": 0, "supplier_last_active_year_share": 1, "supplier_peak_year_share": 1, "supplier_delta": -1, "supplier_status": "exited", "supplier_share_by_year": { "2021": 1, "2022": 0, "2023": 0, "2024": 0, "2025": 0 }, "canonical_name": "VEDAPACK EMBALAGENS INDUSTRAIS LTDA", "country": "BR", "supplier_rank": 28, "supplier_market_share": 0.0009619111166460113, "supplier_total_fob": 15042.58, "supplier_importer_count": 1, "customer_hhi": 10000, "competitive_index": 4.52, "competitive_signal": "高度绑定型供应商", "entity_ids": [ "3e9bd30f-83df-4dcb-8c20-92358c315771" ], "aliases": [ "VEDAPACK EMBALAGENS INDUSTRAIS LTDA" ], "variant_count": 1 } ], "total_share": 0.016185131832187418, "total_fob": 15042.58, "label": "VEDAPACK EMBALAGENS", "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 1.6%。 其中 VEDAPACK EMBALAGENS 占比最高，约 1.6%。", "uncertain_group_pairs": [], "uncertain_group_summary": "", "by_supplier": { "3e9bd30f-83df-4dcb-8c20-92358c315771": { "group_id": "group-1", "group_label": "VEDAPACK EMBALAGENS", "group_share": 0.016185131832187418, "group_member_count": 1, "affiliated_to_importer": false } } }, "supplier_structure_metrics": { "exited_supplier_count": 1, "exited_supplier_share_total": 0.016185131832187418, "exited_supplier_fob_total": 15042.58, "new_supplier_count": 0, "supplier_price_gap_ratio": null, "top_supplier_metrics": { "supplier_name": "VEDAPACK EMBALAGENS INDUSTRAIS LTDA", "supplier_entity_id": "3e9bd30f-83df-4dcb-8c20-92358c315771", "total_share": 0.016185131832187418, "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": "中价带", "sample_share": 0.016185131832187418, "account_shipment_count": 1, "account_annualized_shipments": 1, "account_avg_gap_days": null, "account_rhythm_label": "样本不足", "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": "VEDAPACK EMBALAGENS", "group_share": 0.016185131832187418, "group_member_count": 1, "group_affiliated_to_importer": false, "relationship_summary": "边缘/试单型 · 已停止采购", "competitive_signal": "这家历史供应已经退场了，把它当成“空出来份额”的线索来看。 2021年 100% → 2025年 0%（-100pp）；2021 年后没有再出现。", "attack_focus": "重点追踪它原来那部分份额后来被谁接走了。", "entry_angle": "别再盯这家历史供应本身，顺着后面接盘的供应商去找切口。", "entry_difficulty": "中低", "difficulty_reason": "供货 1 年 · 累计份额 2% · 已退出当前样本", "share_window_fob_estimate": 427138.25 }, "china_top1_latest_share": 0, "entry_window_verdict": "reorder_partial_entry", "top_supplier_pct": 0.016185131832187418, "supplier_count": 5, "top_supplier_sample_count": 1, "external_group_count": 1, "affiliated_share": 0 }, "scenario_assessment": { "penetration_tier": { "key": "mid", "label": "中度渗透" }, "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": "dispersed", "label": "分散型" }, "scenario_key": "mid_penetration_deepen", "scenario_label": "中度渗透 · 深化型", "opportunity_type": "份额争夺型", "action_level": "立刻开发", "entry_position": "扩大现有份额 / 深化渗透", "advantage_focus": "增量份额 + 现有基础", "resource_boundary": "先沿现有中国份额往上做，不必重走教育流程。", "matrix_mode": "mid_penetration", "size_tier": "Tier C", "output_depth": "screening", "size_variant": "small", "compact_template": null, "trigger_metrics": { "china_penetration": 0.30962118955551154, "annualized_fob": 185881.464, "active_years": 5, "shipment_count": 43, "insufficient_data_shipment_threshold": 3, "hhi": 2686.035070276334, "top_supplier_pct": 0.30962118955551154, "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": 1, "latest_vs_first_growth": 27.395278602473777, "cagr_fob": 0, "exited_supplier_count": 1, "exited_supplier_share_total": 0.016185131832187418, "new_supplier_count": 0, "supplier_price_gap_ratio": null, "peak_year": 2025, "peak_fob": 427138.25, "latest_year_fob": 427138.25 }, "trigger_summary": [ "中度渗透（中国采购 31%）", "主供退出 · 2021年 100% → 2025年 0%（-100pp）", "脉冲后稳升 · 末年/峰值 100%", "分散型（HHI 2,686 · Top1 31%）" ] }, "supplier_analysis": { "3e9bd30f-83df-4dcb-8c20-92358c315771": { "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": "中价带", "sample_share": 0.016185131832187418, "account_shipment_count": 1, "account_annualized_shipments": 1, "account_avg_gap_days": null, "account_rhythm_label": "样本不足", "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": "VEDAPACK EMBALAGENS", "group_share": 0.016185131832187418, "group_member_count": 1, "group_affiliated_to_importer": false, "relationship_summary": "边缘/试单型 · 已停止采购", "competitive_signal": "这家历史供应已经退场了，把它当成“空出来份额”的线索来看。 2021年 100% → 2025年 0%（-100pp）；2021 年后没有再出现。", "attack_focus": "重点追踪它原来那部分份额后来被谁接走了。", "entry_angle": "别再盯这家历史供应本身，顺着后面接盘的供应商去找切口。", "entry_difficulty": "中低", "difficulty_reason": "供货 1 年 · 累计份额 2% · 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": 43, "band_count": 3, "range_multiple": 4642.857142857143, "summary_text": "存在 3 个明显价格带：低价带 $0.01–$0.07（FOB 占比 31%）；中价带 $0.07–$0.32（FOB 占比 33%）；高价带 $0.32–$65.00（FOB 占比 36%）。", "bands": [ { "label": "低价带", "trade_count": 15, "fob_total_usd": 285176.63, "fob_share": 0.30683708193733616, "min_unit_price": 0.014, "max_unit_price": 0.065, "avg_unit_price": 0.05674351578947367, "median_unit_price": 0.062 }, { "label": "中价带", "trade_count": 14, "fob_total_usd": 308442.49, "fob_share": 0.3318700889939193, "min_unit_price": 0.065, "max_unit_price": 0.32, "avg_unit_price": 0.10790125000000002, "median_unit_price": 0.06785 }, { "label": "高价带", "trade_count": 14, "fob_total_usd": 335788.2, "fob_share": 0.3612928290687446, "min_unit_price": 0.32, "max_unit_price": 65, "avg_unit_price": 5.506806666666667, "median_unit_price": 1.025 } ] }, "decision_summary": null, "raw_export_summary": { "row_count": 43, "date_min": "2021-12-01", "date_max": "2025-11-19", "total_fob_usd": 929407.32, "hs_codes": [ "9018319000", "9018311900", "9018311990", "90183119" ], "hs_breakdown": [ { "hs_code": "9018319000", "row_count": 18, "fob_total_usd": 390628.24, "fob_share": 0.42029821757805824 }, { "hs_code": "9018311900", "row_count": 16, "fob_total_usd": 321331.5, "fob_share": 0.34573807746640084 }, { "hs_code": "9018311990", "row_count": 8, "fob_total_usd": 202405, "fob_share": 0.2177785731233535 }, { "hs_code": "90183119", "row_count": 1, "fob_total_usd": 15042.58, "fob_share": 0.01618513183218742 } ], "supplier_raw_count": 3 }, "generated_at": "2026-05-23T11:34:25.445Z" }