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"competitive_signal": "高度绑定型供应商", "entity_ids": [ "f147d1fd-a7cd-4a70-bd35-971a6250f7dc" ], "aliases": [ "SHANGHAI CHANNELMED IMPORT AND EXPORT CO LTD" ], "variant_count": 1 } ], "total_share": 0.559304466618306, "total_fob": 275731.99, "label": "CHANNELMED", "affiliated_to_importer": false, "member_count": 1 }, "affiliated_share": 0, "external_group_count": 5, "total_group_count": 5, "summary_text": "表面上有 5 家 supplier 参与该账户，但按集团归集后可视为 5 个供应集团。 真正独立的外部供应集团约 5 个，占 100.0%。 其中 CHANNELMED 占比最高，约 55.9%。", "uncertain_group_pairs": [], "uncertain_group_summary": "", "by_supplier": { "f147d1fd-a7cd-4a70-bd35-971a6250f7dc": { "group_id": "group-1", "group_label": "CHANNELMED", "group_share": 0.559304466618306, "group_member_count": 1, "affiliated_to_importer": false }, "fe9ea593-f505-4a26-b1a5-cff2d8d75c70": { "group_id": "group-2", "group_label": "LPM 109", "group_share": 0.2784984492410265, "group_member_count": 1, "affiliated_to_importer": false }, "4c1b364e-5fa4-48f8-b13a-f839720ff8da": { "group_id": "group-3", "group_label": "TERUMO", "group_share": 0.13316555199420937, "group_member_count": 1, "affiliated_to_importer": false }, "1c3b14c4-ddd2-42d5-a819-0013b180cb61": { "group_id": "group-4", "group_label": "LETS MED", "group_share": 0.026794168151515023, "group_member_count": 1, "affiliated_to_importer": false }, "b6e88933-5095-4b72-9d89-2aef0e4ca8be": { "group_id": "group-5", "group_label": "DELIPORT", "group_share": 0.00223736399494303, "group_member_count": 1, "affiliated_to_importer": false } } }, "supplier_structure_metrics": { "exited_supplier_count": 4, "exited_supplier_share_total": 0.8668344480057906, "exited_supplier_fob_total": 427341.46, "new_supplier_count": 0, "supplier_price_gap_ratio": 4103.312311053125, "top_supplier_metrics": { "supplier_name": "SHANGHAI CHANNELMED IMPORT AND EXPORT CO LTD", "supplier_entity_id": "f147d1fd-a7cd-4a70-bd35-971a6250f7dc", "total_share": 0.559304466618306, "supplier_affiliation": "独立贸易商", "share_role": "主导型", "frequency_role": "一次性采购", "trend_role": "已停止采购", "price_role": "中价带", "sample_share": 0.559304466618306, "account_shipment_count": 6, "account_annualized_shipments": 2, "account_avg_gap_days": 148, "account_rhythm_label": "常规补货", "first_year": 2010, "latest_year": 2015, "first_year_share": 1, "latest_year_share": 0, "importer_latest_year_share": 0, "peak_share": 1, "peak_share_year": 2010, "share_delta_first_to_latest": -1, "share_delta_active_to_latest": -1, "share_delta_peak_to_latest": -1, "first_active_year": 2010, "last_active_year": 2012, "first_active_share": 1, "last_active_share": 0.8978789299771471, "last_active_year_share": 0.8978789299771471, "active_year_count": 3, "exited_in_latest_year": true, "new_entrant_in_latest_year": false, "share_change_reference": { "from_year": 2010, "to_year": 2015, "from_share": 1, "to_share": 0, "delta": -1 }, "group_label": "CHANNELMED", "group_share": 0.559304466618306, "group_member_count": 1, "group_affiliated_to_importer": false, "relationship_summary": "主导型 · 已停止采购", "competitive_signal": "这个主供还稳稳拿着大头，替代门槛明显高于尾部关系。 2010年 100% → 2015年 0%（-100pp）；2012 年后没有再出现。", "attack_focus": "更像现有中国供应体系里的核心主供，重点找它没覆盖的品类或服务短板。", "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 3 年 · 累计份额 56% · 已退出当前样本", "share_window_fob_estimate": 82165.14333333333 }, "top_supplier_pct": 0.559304466618306, "supplier_count": 5, "top_supplier_sample_count": 5, "external_group_count": 5, "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": 2015, "from_share": 1, "to_share": 0, "delta": -1 } }, "demand_pattern": { "key": "shrinking", "label": "持续萎缩" }, "barrier_tier": { "key": "concentrated", "label": "中度集中" }, "scenario_key": "rebuild_window", "scenario_label": "重建型窗口", "opportunity_type": "窗口型", "action_level": "立刻开发", "entry_position": "打替代窗口 / 急单补位", "advantage_focus": "快速替代 + 补位能力", "resource_boundary": "窗口虽然大，但也容易卷，别拖太久才动作。", "matrix_mode": "rebuild", "size_tier": "Tier C", "output_depth": "screening", "size_variant": "small", "compact_template": null, "trigger_metrics": { "china_penetration": 0.8645970840108477, "annualized_fob": 82165.14333333333, "active_years": 6, "shipment_count": 23, "insufficient_data_shipment_threshold": 3, "hhi": 4088.3887009134437, "top_supplier_pct": 0.559304466618306, "top1_first_year_share": 1, "top1_first_active_year": 2010, "top1_first_active_share": 1, "top1_latest_year_share": 0, "top1_peak_share": 1, "top1_peak_share_year": 2010, "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": 0.05427165647830625, "latest_vs_first_growth": -0.932148795454715, "cagr_fob": -0.4161362498780058, "exited_supplier_count": 4, "exited_supplier_share_total": 0.8668344480057906, "new_supplier_count": 0, "supplier_price_gap_ratio": 4103.312311053125, "peak_year": 2014, "peak_fob": 167675, "latest_year_fob": 9100 }, "trigger_summary": [ "高渗透（中国采购 86%）", "主供退出 · 2010年 100% → 2015年 0%（-100pp）", "持续萎缩 · 末年/峰值 5%", "中度集中（HHI 4,088 · Top1 56%）" ] }, "supplier_analysis": { "f147d1fd-a7cd-4a70-bd35-971a6250f7dc": { "supplier_affiliation": "独立贸易商", "share_role": "主导型", "frequency_role": "一次性采购", "trend_role": "已停止采购", "price_role": "中价带", "sample_share": 0.559304466618306, "account_shipment_count": 6, "account_annualized_shipments": 2, "account_avg_gap_days": 148, "account_rhythm_label": "常规补货", "first_year": 2010, "latest_year": 2015, "first_year_share": 1, "latest_year_share": 0, "importer_latest_year_share": 0, "peak_share": 1, "peak_share_year": 2010, "share_delta_first_to_latest": -1, "share_delta_active_to_latest": -1, "share_delta_peak_to_latest": -1, "first_active_year": 2010, "last_active_year": 2012, "first_active_share": 1, "last_active_share": 0.8978789299771471, "last_active_year_share": 0.8978789299771471, "active_year_count": 3, "exited_in_latest_year": true, "new_entrant_in_latest_year": false, "share_change_reference": { "from_year": 2010, "to_year": 2015, "from_share": 1, "to_share": 0, "delta": -1 }, "group_label": "CHANNELMED", "group_share": 0.559304466618306, "group_member_count": 1, "group_affiliated_to_importer": false, "relationship_summary": "主导型 · 已停止采购", "competitive_signal": "这个主供还稳稳拿着大头，替代门槛明显高于尾部关系。 2010年 100% → 2015年 0%（-100pp）；2012 年后没有再出现。", "attack_focus": "更像现有中国供应体系里的核心主供，重点找它没覆盖的品类或服务短板。", "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 3 年 · 累计份额 56% · 已退出当前样本" }, "fe9ea593-f505-4a26-b1a5-cff2d8d75c70": { "supplier_affiliation": "独立供应方", "share_role": "核心跟随型", "frequency_role": "一次性采购", "trend_role": "已停止采购", "price_role": "低价带", "sample_share": 0.2784984492410265, "account_shipment_count": 1, "account_annualized_shipments": 1, "account_avg_gap_days": null, "account_rhythm_label": "样本不足", "first_year": 2010, "latest_year": 2015, "first_year_share": 0, "latest_year_share": 0, "importer_latest_year_share": 0, "peak_share": 0.8188292231996421, "peak_share_year": 2014, "share_delta_first_to_latest": 0, "share_delta_active_to_latest": -0.8188292231996421, "share_delta_peak_to_latest": -0.8188292231996421, "first_active_year": 2014, "last_active_year": 2014, "first_active_share": 0.8188292231996421, "last_active_share": 0.8188292231996421, "last_active_year_share": 0.8188292231996421, "active_year_count": 1, "exited_in_latest_year": true, "new_entrant_in_latest_year": false, "share_change_reference": { "from_year": 2014, "to_year": 2015, "from_share": 0.8188292231996421, "to_share": 0, "delta": -0.8188292231996421 }, "group_label": "LPM 109", "group_share": 0.2784984492410265, "group_member_count": 1, "group_affiliated_to_importer": false, "relationship_summary": "核心跟随型 · 已停止采购 · 低价带", "competitive_signal": "这个历史二供已经退场了，说明这块份额以前是对外开放过的。 2014年 82% → 2015年 0%（-82pp）；2014 年后没有再出现。", "attack_focus": "重点追踪这部分历史份额后来是被主供收回，还是转给了新的二供。", "entry_angle": "别再围着历史二供本身转，顺着接盘方或空出来的品类去找切口。", "entry_difficulty": "中低", "difficulty_reason": "供货 1 年 · 累计份额 28% · 已退出当前样本" }, "4c1b364e-5fa4-48f8-b13a-f839720ff8da": { "supplier_affiliation": "独立贸易商", "share_role": "核心跟随型", "frequency_role": "高频采购", "trend_role": "份额扩张中", "price_role": "高价带", "sample_share": 0.13316555199420937, "account_shipment_count": 13, "account_annualized_shipments": 2.6, "account_avg_gap_days": 121.42, "account_rhythm_label": "常规补货", "first_year": 2010, "latest_year": 2015, "first_year_share": 0, "latest_year_share": 1, "importer_latest_year_share": 1, "peak_share": 1, "peak_share_year": 2015, "share_delta_first_to_latest": 1, "share_delta_active_to_latest": 0.36949398786845955, "share_delta_peak_to_latest": 0, "first_active_year": 2011, "last_active_year": 2015, "first_active_share": 0.6305060121315404, "last_active_share": 1, "last_active_year_share": 1, "active_year_count": 5, "exited_in_latest_year": false, "new_entrant_in_latest_year": false, "share_change_reference": { "from_year": 2011, "to_year": 2015, "from_share": 0.6305060121315404, "to_share": 1, "delta": 0.36949398786845955 }, "group_label": "TERUMO", "group_share": 0.13316555199420937, "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。 2011年 63% → 2015年 100%（+37pp）。", "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 5 年 · 累计份额 13% · 末年份额还在扩张" }, "1c3b14c4-ddd2-42d5-a819-0013b180cb61": { "supplier_affiliation": "独立供应方", "share_role": "补充型", "frequency_role": "一次性采购", "trend_role": "已停止采购", "price_role": "中价带", "sample_share": 0.026794168151515023, "account_shipment_count": 1, "account_annualized_shipments": 1, "account_avg_gap_days": null, "account_rhythm_label": "样本不足", "first_year": 2010, "latest_year": 2015, "first_year_share": 0, "latest_year_share": 0, "importer_latest_year_share": 0, "peak_share": 0.07877906664678694, "peak_share_year": 2014, "share_delta_first_to_latest": 0, "share_delta_active_to_latest": -0.07877906664678694, "share_delta_peak_to_latest": -0.07877906664678694, "first_active_year": 2014, "last_active_year": 2014, "first_active_share": 0.07877906664678694, "last_active_share": 0.07877906664678694, "last_active_year_share": 0.07877906664678694, "active_year_count": 1, "exited_in_latest_year": true, "new_entrant_in_latest_year": false, "share_change_reference": { "from_year": 2014, "to_year": 2015, "from_share": 0.07877906664678694, "to_share": 0, "delta": -0.07877906664678694 }, "group_label": "LETS MED", "group_share": 0.026794168151515023, "group_member_count": 1, "group_affiliated_to_importer": false, "relationship_summary": "补充型 · 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。 2014年 8% → 2015年 0%（-8pp）；2014 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 3% · 已退出当前样本" }, "b6e88933-5095-4b72-9d89-2aef0e4ca8be": { "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": "高价带", "sample_share": 0.00223736399494303, "account_shipment_count": 2, "account_annualized_shipments": 2, "account_avg_gap_days": null, "account_rhythm_label": "一次性/低频采购", "first_year": 2010, "latest_year": 2015, "first_year_share": 0, "latest_year_share": 0, "importer_latest_year_share": 0, "peak_share": 0.04911565110521348, "peak_share_year": 2013, "share_delta_first_to_latest": 0, "share_delta_active_to_latest": -0.04911565110521348, "share_delta_peak_to_latest": -0.04911565110521348, "first_active_year": 2013, "last_active_year": 2013, "first_active_share": 0.04911565110521348, "last_active_share": 0.04911565110521348, "last_active_year_share": 0.04911565110521348, "active_year_count": 1, "exited_in_latest_year": true, "new_entrant_in_latest_year": false, "share_change_reference": { "from_year": 2013, "to_year": 2015, "from_share": 0.04911565110521348, "to_share": 0, "delta": -0.04911565110521348 }, "group_label": "DELIPORT", "group_share": 0.00223736399494303, "group_member_count": 1, "group_affiliated_to_importer": false, "relationship_summary": "边缘/试单型 · 已停止采购 · 高价带", "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。 2013年 5% → 2015年 0%（-5pp）；2013 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 0% · 已退出当前样本" } } }, "time_context": { "first_year": 2010, "prev_year": 2014, "last_year": 2015, "gap_years": 11, "freshness": "stale", "trend_prefix": "截至2015年（相较2014年）", "warning_text": "数据截止 2015 年，距今已 11 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": 23, "band_count": 3, "range_multiple": 13526.25097425519, "summary_text": "存在 3 个明显价格带：低价带 $0.02–$0.05（FOB 占比 84%）；中价带 $0.05–$0.09（FOB 占比 8%）；高价带 $0.12–$322.50（FOB 占比 9%）。", "bands": [ { "label": "低价带", "trade_count": 8, "fob_total_usd": 412115.88, "fob_share": 0.835950346016557, "min_unit_price": 0.02384252669966137, "max_unit_price": 0.05056150793650794, "avg_unit_price": 0.03867791302911439, "median_unit_price": 0.040625816993464056 }, { "label": "中价带", "trade_count": 8, "fob_total_usd": 38646.45, "fob_share": 0.07839181846089398, "min_unit_price": 0.05202333333333333, "max_unit_price": 0.085, "avg_unit_price": 0.06442935927439943, "median_unit_price": 0.06216025641025641 }, { "label": "高价带", "trade_count": 7, "fob_total_usd": 42228.53, "fob_share": 0.08565783552254903, "min_unit_price": 0.11930555555555555, "max_unit_price": 322.5, "avg_unit_price": 74.29896222222223, "median_unit_price": 0.7142857142857143 } ] }, "decision_summary": null, "raw_export_summary": { "row_count": 23, "date_min": "2010-10-21", "date_max": "2015-01-21", "total_fob_usd": 492990.86, "hs_codes": [ "90183190", "90183119", "90183111" ], "hs_breakdown": [ { "hs_code": "90183119", "row_count": 17, "fob_total_usd": 465938.08, "fob_share": 0.9451251895420536 }, { "hs_code": "90183190", "row_count": 5, "fob_total_usd": 25847.28, "fob_share": 0.05242953185785229 }, { "hs_code": "90183111", "row_count": 1, "fob_total_usd": 1205.5, "fob_share": 0.0024452786000941275 } ], "supplier_raw_count": 22 }, "generated_at": "2026-04-17T00:20:37.778Z" }