{ "contract_version": "supplier-contract-v0.1", "template_version": "supplier-competitive-intel-v0.1", "generation_fingerprint": { "version": "pipeline-fingerprint-v1", "value": "fp_3f341fa3", "parts": { "version": "pipeline-fingerprint-v1", "project_id": "col-901831", "report_type": "supplier", "source_revision": "source:h246e2756", "normalization_revision": "normalization:h3ca04315", "metrics_revision": "metrics:hbe3ddc31", "template_version": "supplier-competitive-intel-v0.1", "prompt_version": null } }, "pipeline_state": { "project_id": "col-901831", "source_batch_id": "504045c3-9f0c-4295-8ed8-f26b4c264ffb", "source_revision": "source:h246e2756", "normalization_revision": "normalization:h3ca04315", "metrics_revision": "metrics:hbe3ddc31", "snapshot_date": "2015-06-27", "updated_at": "2026-04-11T03:49:28.191Z" }, "generator": { "runner_id": "direct-worker", "git_commit": null, "prompt_version": null, "template_version": "supplier-competitive-intel-v0.1", "generated_at": "2026-04-11T03:49:27.666Z" }, "source_revision": "source:h246e2756", "normalization_revision": "normalization:h3ca04315", "metrics_revision": "metrics:hbe3ddc31", "artifact_type": "supplier-review-audit-snapshot", "project": "col-901831", "hs_code": "9018312000", "product_context": "HS 9018312000 · 用于医疗、外科、牙科或兽医的注射器，带针或不带针 · Syringes, with or without needles, for medical, surgical, dental or veterinary use", "generated_at": "2026-04-11T03:49:27.666Z", "supplier_identity": { "supplier_group_id": "HELM", "supplier_group_label": "HELM", "primary_supplier_name": "HELM MEDICAL", "country_origin": "ALEMANIA", "is_china": false, "archetype": "mnc_subsidiary", "archetype_label": "跨国大厂（品牌壁垒）", "tier": "A", "tier_reason": "importer_count>=5", "group_member_count": 2, "group_members": [ { "entity_id": "0722c670-0112-414a-b1dc-8b9639756360", "canonical_name": "HELM MEDICAL", "fob_total": 758995.62, "shipment_count": 32 }, { "entity_id": "57cf56c3-e117-40db-834a-adea437e92b9", "canonical_name": "HELM AG", "fob_total": 7, "shipment_count": 1 } ] }, "report_decision_summary": { "headline": "这是 哥伦比亚 · 注射器 的壁垒型 incumbent 分析：重点看它是否绑定体系内买家、壁垒来自哪里，以及有没有体系外窗口。", "how_to_use": "用法：先判断它是不是体系内/品牌指定供方，再找非核心规格、监管外窗口或未被集团覆盖的海外买家账户作为替代切口。", "trend_label": "买家流失", "customer_trend": "退出/流失", "customer_concentration_label": "买家极度集中", "customer_concentration_text": "买家极度集中 · Top1 MINISTERIO DE SALUD Y PROTECCION SOCIAL · Top1 占 92.8% · HHI 8,633", "price_benchmark": "市场均价 $0.0434 · 低于市场价 10%", "price_action_hint": "它接近市场均价，价格不是唯一突破口，建议同步准备规格差异和供应稳定性证据。" }, "scale_reconciliation": { "fob_total": 759002.62, "cif_total": 972130.46, "quantity_total": 19381300, "shipment_count": 33, "market_share": 0.0066, "rank_by_fob": 19, "active_years": [ 2012, 2013, 2014, 2015 ], "year_span": 4, "raw_record_count": 33 }, "customer_coverage_evidence": { "importer_count": 5, "top1_importer_name": "MINISTERIO DE SALUD Y PROTECCION SOCIAL", "top1_importer_share": 0.9278, "customer_hhi": 8633.36, "single_customer_flag": true, "top_customers": [ { "importer": "MINISTERIO DE SALUD Y PROTECCION SOCIAL", "entity_id": "4b7758c8-4403-4dc6-b17c-7d165ee3ea9a", "fob": 704165.74, "share": 0.9278, "shipment_count": 10, "penetration_tier_label": null, "scenario_name": null, "priority_level": null, "importer_report_url": "/view/project-workbench/south-america-syringe-901831/col/importers/4b7758c8-4403-4dc6-b17c-7d165ee3ea9a", "raw_names": [ "MINISTERIO DE SALUD Y PROTECCION SOCIAL" ] }, { "importer": "DIRECCION GENERAL DE SANIDAD MILITAR", "entity_id": "141070f9-8bab-4325-b9be-bce6539325ab", "fob": 31194, "share": 0.0411, "shipment_count": 10, "penetration_tier_label": null, "scenario_name": null, "priority_level": null, "importer_report_url": "/view/project-workbench/south-america-syringe-901831/col/importers/141070f9-8bab-4325-b9be-bce6539325ab", "raw_names": [ "DIRECCION GENERAL DE SANIDAD MILITAR" ] }, { "importer": "DIRECCION DE SANIDAD POLICIA NACIONAL", "entity_id": "1cbf098a-09db-4ba8-ac9c-c22a9cd57405", "fob": 23065.2, "share": 0.0304, "shipment_count": 10, "penetration_tier_label": null, "scenario_name": null, "priority_level": null, "importer_report_url": "/view/project-workbench/south-america-syringe-901831/col/importers/1cbf098a-09db-4ba8-ac9c-c22a9cd57405", "raw_names": [ "DIRECCION DE SANIDAD POLICIA NACIONAL" ] }, { "importer": "POLICIA NACIONAL -DIRECCION ADMINISTRATIVA Y FINANCIERA", "entity_id": "5be05a1a-ede1-40ac-a611-4a84aa9baed9", "fob": 570.68, "share": 0.0008, "shipment_count": 2, "penetration_tier_label": "零渗透", "scenario_name": "零渗透·堡垒型", "priority_level": "暂时忽略", "importer_report_url": "/view/project-workbench/south-america-syringe-901831/col/importers/5be05a1a-ede1-40ac-a611-4a84aa9baed9", "raw_names": [ "POLICIA NACIONAL -DIRECCION ADMINISTRATIVA Y FINANCIERA", "POLICIA NACIONAL-DIRECCION ADMINISTRATIVA Y FINANCIERA" ] }, { "importer": "HELM ANDINA LTDA.", "entity_id": "0af0db22-2e21-4b4a-a7f5-9aad492d66e0", "fob": 7, "share": 0, "shipment_count": 1, "penetration_tier_label": "零渗透", "scenario_name": "零渗透·堡垒型", "priority_level": "暂时忽略", "importer_report_url": "/view/project-workbench/south-america-syringe-901831/col/importers/0af0db22-2e21-4b4a-a7f5-9aad492d66e0", "raw_names": [ "HELM ANDINA LTDA." ] } ] }, "trend_evidence": { "cagr_fob": 2.2801, "latest_vs_peak_ratio": 1, "trend_label": "growing", "annual_trajectory": [ { "year": "2012", "fob": 15355.68, "market_share": 0.0012 }, { "year": "2013", "fob": 34776, "market_share": 0.0007 }, { "year": "2014", "fob": 166953.6, "market_share": 0.0086 }, { "year": "2015", "fob": 541917.34, "market_share": 0.0426 } ] }, "pricing_evidence": { "avg_unit_price": 0.039162, "market_avg_unit_price": 0.043374, "price_vs_market_ratio": 0.9029, "price_position": "mid" }, "opportunity_evidence": { "customers_gained": [ "MINISTERIO DE SALUD Y PROTECCION SOCIAL" ], "customers_lost": [ "DIRECCION GENERAL DE SANIDAD MILITAR", "HELM ANDINA LTDA.", "POLICIA NACIONAL -DIRECCION ADMINISTRATIVA Y FINANCIERA" ], "lost_customer_details": [ { "importer": "DIRECCION GENERAL DE SANIDAD MILITAR", "entity_id": "141070f9-8bab-4325-b9be-bce6539325ab", "peak_year": 2013, "peak_fob": 16416, "latest_year": 2013, "latest_fob": 16416, "successor_supplier_label": "ABU DHABI", "successor_year": 2015, "successor_fob": 11344.06, "importer_context": "—", "importer_report_url": "/view/project-workbench/south-america-syringe-901831/col/importers/141070f9-8bab-4325-b9be-bce6539325ab" }, { "importer": "POLICIA NACIONAL -DIRECCION ADMINISTRATIVA Y FINANCIERA", "entity_id": "5be05a1a-ede1-40ac-a611-4a84aa9baed9", "peak_year": 2012, "peak_fob": 570.68, "latest_year": 2012, "latest_fob": 570.68, "successor_supplier_label": null, "successor_year": null, "successor_fob": 0, "importer_context": "零渗透 · 零渗透·堡垒型 · 暂时忽略", "importer_report_url": "/view/project-workbench/south-america-syringe-901831/col/importers/5be05a1a-ede1-40ac-a611-4a84aa9baed9" }, { "importer": "HELM ANDINA LTDA.", "entity_id": "0af0db22-2e21-4b4a-a7f5-9aad492d66e0", "peak_year": 2012, "peak_fob": 7, "latest_year": 2012, "latest_fob": 7, "successor_supplier_label": "HELM AG", "successor_year": 2012, "successor_fob": 7, "importer_context": "零渗透 · 零渗透·堡垒型 · 暂时忽略", "importer_report_url": "/view/project-workbench/south-america-syringe-901831/col/importers/0af0db22-2e21-4b4a-a7f5-9aad492d66e0" } ] }, "reviewer_checklist": [ "Verify supplier group members are correctly merged and not over-merged.", "Reconcile fob_total and shipment_count against metrics-snapshot.json.", "Check top customer concentration and importer report links.", "Review annual trajectory and latest_vs_peak_ratio before accepting trend label.", "Review price_vs_market_ratio before accepting price action hint.", "For losing/exited suppliers, verify lost customer and successor clues in importer reports." ], "artifact_mode": "live", "published_at": "2026-04-13T12:52:20.748Z", "source_preview_artifact": "reports/col-901831/supplier/HELM/preview/audit-snapshot.json" }