{ "contract_version": "supplier-contract-v0.1", "template_version": "supplier-competitive-intel-v0.1", "generation_fingerprint": { "version": "pipeline-fingerprint-v1", "value": "fp_9dcfd19b", "parts": { "version": "pipeline-fingerprint-v1", "project_id": "ecu-901831", "report_type": "supplier", "source_revision": "source:h9d309ef1", "normalization_revision": "normalization:hc7bb8686", "metrics_revision": "metrics:hc70dc36b", "template_version": "supplier-competitive-intel-v0.1", "prompt_version": null } }, "pipeline_state": { "project_id": "ecu-901831", "source_batch_id": "c7962546-5682-4a8e-a8e7-df486533cf9d", "source_revision": "source:h9d309ef1", "normalization_revision": "normalization:hc7bb8686", "metrics_revision": "metrics:hc70dc36b", "snapshot_date": "2015-08-31", "updated_at": "2026-04-17T02:15:14.107Z" }, "generator": { "runner_id": "mac-mini:launchd", "git_commit": "3d245a719d02519a4de46893289c0caed36f0db5", "prompt_version": null, "template_version": "supplier-competitive-intel-v0.1", "generated_at": "2026-04-17T02:15:13.249Z" }, "source_revision": "source:h9d309ef1", "normalization_revision": "normalization:hc7bb8686", "metrics_revision": "metrics:hc70dc36b", "artifact_type": "supplier-review-audit-snapshot", "project": "ecu-901831", "hs_code": "2", "product_context": "HS 2 · 产品", "generated_at": "2026-04-17T02:15:13.249Z", "supplier_identity": { "supplier_group_id": "BSG_PHARMA_CO_LTD", "supplier_group_label": "BSG", "primary_supplier_name": "BSG PHARMA. CO. LTD", "country_origin": "CHINA", "is_china": true, "archetype": "exited_supplier", "archetype_label": "已退出/份额流失（抢回窗口）", "tier": "A", "tier_reason": "market_share>=2%", "group_member_count": 2, "group_members": [ { "entity_id": "7c753ad3-8a93-41f1-8415-e212502dd485", "canonical_name": "BSG PHARMA. CO. LTD", "fob_total": 1361411.34, "shipment_count": 13 }, { "entity_id": "11bcb7ce-dfc2-4b2c-82f9-2d25c9b4f738", "canonical_name": "PHARMAVET DEL PERU S.A.C.", "fob_total": 3390, "shipment_count": 5 } ] }, "report_decision_summary": { "headline": "这是 该市场 · 该品类 的流失/退出供应商分析：它让出的买家和订单去向，可能就是下一批可追踪机会。", "how_to_use": "用法：优先追踪它让出的海外买家、停止采购年份和接盘者，判断哪些买家还能被你抢回。", "trend_label": "退出信号", "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 ECUAQUIMICA ECUATORIANA DE PRODUCTOS QUIMICOS C.A. · Top1 占 99.8% · HHI 9,950", "price_benchmark": "市场均价 $0.1022 · 高于市场价 38727%", "price_action_hint": "它高于市场均价，若你的规格可替代，可以优先准备价格对标和交付承诺。" }, "scale_reconciliation": { "fob_total": 1364801.34, "cif_total": 1522661.26, "quantity_total": 34400, "shipment_count": 18, "market_share": 0.0407, "rank_by_fob": 6, "active_years": [ 2010, 2011, 2012, 2013 ], "year_span": 4, "raw_record_count": 18 }, "customer_coverage_evidence": { "importer_count": 2, "top1_importer_name": "ECUAQUIMICA ECUATORIANA DE PRODUCTOS QUIMICOS C.A.", "top1_importer_share": 0.9975, "customer_hhi": 9950.45, "single_customer_flag": true, "top_customers": [ { "importer": "ECUAQUIMICA ECUATORIANA DE PRODUCTOS QUIMICOS C.A.", "entity_id": "8b847e5e-51ea-48f4-ae90-1dad1b587d4d", "fob": 1361411.34, "share": 0.9975, "shipment_count": 13, "penetration_tier_label": "高渗透", "scenario_name": "壁垒松动·增量有限", "priority_level": "先研究", "importer_report_url": "/view/project-workbench/south-america-syringe-901831/ecu/importers/8b847e5e-51ea-48f4-ae90-1dad1b587d4d", "raw_names": [ "ECUAQUIMICA ECUATORIANA DE PRODUCTOS QUIMICOS C.A.", "ECUATORIANA DE PRODUCTOS QUIMICOS" ] }, { "importer": "AGROPHARMAVET CIA. LTDA.", "entity_id": "3d40ef03-654d-43bd-b312-3d38f5969001", "fob": 3390, "share": 0.0025, "shipment_count": 5, "penetration_tier_label": "零渗透", "scenario_name": "零渗透·收缩型", "priority_level": "暂时忽略", "importer_report_url": "/view/project-workbench/south-america-syringe-901831/ecu/importers/3d40ef03-654d-43bd-b312-3d38f5969001", "raw_names": [ "AGROPHARMAVET CIA. LTDA." ] } ] }, "trend_evidence": { "cagr_fob": -0.7909, "latest_vs_peak_ratio": 0.006, "trend_label": "exited_signal", "annual_trajectory": [ { "year": "2010", "fob": 370935.67, "market_share": 0.0695 }, { "year": "2011", "fob": 565202.54, "market_share": 0.1126 }, { "year": "2012", "fob": 425273.13, "market_share": 0.0774 }, { "year": "2013", "fob": 3390, "market_share": 0.0006 } ] }, "pricing_evidence": { "avg_unit_price": 39.674458, "market_avg_unit_price": 0.102184, "price_vs_market_ratio": 388.2661, "price_position": "high" }, "opportunity_evidence": { "customers_gained": [ "AGROPHARMAVET CIA. LTDA." ], "customers_lost": [ "ECUAQUIMICA ECUATORIANA DE PRODUCTOS QUIMICOS C.A." ], "lost_customer_details": [ { "importer": "ECUAQUIMICA ECUATORIANA DE PRODUCTOS QUIMICOS C.A.", "entity_id": "8b847e5e-51ea-48f4-ae90-1dad1b587d4d", "peak_year": 2011, "peak_fob": 565202.54, "latest_year": 2012, "latest_fob": 425273.13, "successor_supplier_label": "JIANGSU KANGHUA", "successor_year": 2015, "successor_fob": 228457.54, "importer_context": "高渗透 · 壁垒松动·增量有限 · 先研究", "importer_report_url": "/view/project-workbench/south-america-syringe-901831/ecu/importers/8b847e5e-51ea-48f4-ae90-1dad1b587d4d" } ] }, "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": "2026-04-17T05:06:06.744Z", "source_preview_artifact": "reports/ecu-901831/supplier/BSG_PHARMA_CO_LTD/preview/audit-snapshot.json" }