{
  "date": "2026-09-22",
  "version": "0.1-review",
  "tables": {
    "来源与证据": {
      "headers": [
        "ID",
        "来源",
        "URL或路径",
        "证据等级",
        "读取状态",
        "直接支持的事实",
        "不能证明",
        "核验日期"
      ],
      "rows": [
        [
          "S01",
          "橘袋官方H5",
          "https://h5.nutri-packs.cn/",
          "C",
          "公开入口可读",
          "定制膳食补充剂品牌与登录入口",
          "未登录；不能证明现价、有效性、设备集成",
          "2026-09-22"
        ],
        [
          "S02",
          "腾讯应用宝橘袋小程序条目",
          "https://sj.qq.com/appdetail/wxe67232d535598db3",
          "C",
          "公开条目可读",
          "小程序完整名；文案针对40+",
          "版本9.x属于应用宝；1970日期等缺省字段不能当竞品版本",
          "2026-09-22"
        ],
        [
          "S03",
          "36氪对橘袋创始人的采访（2023-04-27）",
          "https://www.36kr.com/p/2231815517876104",
          "C",
          "历史采访",
          "问卷评估、定制包、腾讯广告与私域；当时报价约750元/30天",
          "销售预估非实际营收；建联率非复购率；不能当2026现价",
          "2026-09-22"
        ],
        [
          "S04",
          "LemonBox官网",
          "https://lemonbox.com.cn/zh",
          "C",
          "官网可读",
          "FFQ问卷、建议与补剂、每日一包、跨境直邮",
          "用户自报百分比不是临床效果或审计留存；未测下单",
          "2026-09-22"
        ],
        [
          "S05",
          "薄荷健康官网",
          "https://www.boohee.com/",
          "C",
          "官网可读",
          "饮食记录、AI相机、健康工具与薄荷生活消费品",
          "功能介绍不证明估算精度；不同页面数据库数量口径未统一",
          "2026-09-22"
        ],
        [
          "S06",
          "Gainful官网",
          "https://www.gainful.com/",
          "C",
          "官网可读",
          "测评、蛋白与补给品、订阅、口味组合",
          "美国市场参考；订阅折扣非中国可行价；未证明穿戴联动",
          "2026-09-22"
        ],
        [
          "S07",
          "Gainful修改订阅数量帮助",
          "https://help.gainful.com/hc/en-us/articles/360049124514-Can-I-change-the-number-of-Personalized-Protein-Blend-servings-I-receive",
          "C",
          "2024帮助可读",
          "根据问卷数量推荐；订阅量可调整",
          "具体当前套餐和中国适用性未测",
          "2026-09-22"
        ],
        [
          "S08",
          "Oura Meals帮助",
          "https://support.ouraring.com/hc/en-us/articles/40264659421843-Meals",
          "C",
          "2026帮助可读",
          "照片/文字记餐、营养估计、餐次与睡眠时间轴",
          "仍需主动输入；语言和会员限制；不能测出实际全部摄入",
          "2026-09-22"
        ],
        [
          "S09",
          "Oura Advisor帮助",
          "https://support.ouraring.com/hc/en-us/articles/39512345699219-Oura-Advisor",
          "C",
          "2026帮助可读",
          "个人数据问答、记忆、删除与可选启用",
          "官方注明可能不准确；不是医疗诊断或本项目接口能力",
          "2026-09-22"
        ],
        [
          "S10",
          "Oura会员帮助",
          "https://support.ouraring.com/hc/en-us/articles/4409086524819-Oura-Membership",
          "C",
          "2026帮助可读",
          "设备结合会员服务；周期报告和取消入口",
          "海外成熟模式不证明国内用户付费；当前价格未冻结",
          "2026-09-22"
        ],
        [
          "S11",
          "WHOOP产品更新公告（2026-05-08）",
          "https://www.whoop.com/us/en/press-center/whoop-expands-health-platform-with-on-demand-clinician-access-and-new-ai-features/",
          "C",
          "官方公告",
          "语音/文字记录习惯和补剂；AI上下文与趋势",
          "公告含路线图；不证明所有用户已开放；趋势不证明补剂因果",
          "2026-09-22"
        ],
        [
          "S12",
          "WHOOP会员价格与内容",
          "https://support.whoop.com/s/article/Membership-Pricing?language=en_US",
          "C",
          "2026帮助可读",
          "会员包含硬件、连续记录和指导",
          "价格有地区/新老用户差异；本稿不换算中国售价",
          "2026-09-22"
        ],
        [
          "S13",
          "ZOE产品流程",
          "https://zoe.com/how-it-works",
          "C",
          "官网可读",
          "App会员、可选肠道检测、营养产品",
          "不能沿用旧CGM必选印象；未证明国内准入",
          "2026-09-22"
        ],
        [
          "S14",
          "ZOE Daily30美国页",
          "https://zoe.com/en-us/daily30",
          "C",
          "官网可读",
          "营养产品订阅与饮食习惯结合",
          "品牌试验宣传不能替代我方SKU证据",
          "2026-09-22"
        ],
        [
          "S15",
          "ZOE METHOD随机试验",
          "https://www.nature.com/articles/s41591-024-02951-6",
          "A",
          "2024原始论文",
          "18周整体个性化营养项目与对照比较",
          "接触强度未匹配；不能分离AI/设备/补剂各自因果贡献",
          "2026-09-22"
        ],
        [
          "S16",
          "微信运动API官方文档",
          "https://developers.weixin.qq.com/miniprogram/dev/api/open-api/werun/wx.getWeRunData.html",
          "A",
          "Jina回读官方正文",
          "过去31天步数；需授权；主动进入小程序时更新",
          "不提供心率睡眠HRV；不是全天后台同步",
          "2026-09-22"
        ],
        [
          "S17",
          "华为Health Service Kit",
          "https://developer.huawei.com/consumer/cn/hms/huaweihealth/",
          "A",
          "官方开发者页",
          "用户授权后读取开放健康数据；多平台支持",
          "需项目/字段准入与真实联调；不是所有表款全字段可用",
          "2026-09-22"
        ],
        [
          "S18",
          "Apple HealthKit",
          "https://developer.apple.com/documentation/healthkit",
          "A",
          "官方开发文档",
          "原生App授权读取健康数据；来源与权限可变化",
          "微信小程序没有同等直接能力；本轮未实现原生桥",
          "2026-09-22"
        ],
        [
          "S19",
          "Apple健康应用规则",
          "https://developer.apple.com/health-fitness/",
          "A",
          "官方开发者页",
          "健康数据不可用于广告营销或售给数据经纪商",
          "用户同意不自动消除平台限制；商品推荐需审具体使用目的",
          "2026-09-22"
        ],
        [
          "S20",
          "Oura API V2",
          "https://cloud.ouraring.com/v2/docs",
          "A",
          "web空正文后Jina回读官方V2",
          "OAuth逐类授权；未审应用10用户；睡眠需打开Oura App同步",
          "地区、字段、条款须实测；不是实时无感到数；未接入客户数据",
          "2026-09-22"
        ],
        [
          "S21",
          "NIH ODS运动营养资料",
          "https://ods.od.nih.gov/factsheets/ExerciseAndAthleticPerformance-HealthProfessional/",
          "A",
          "官方专业资料",
          "充分饮食为基础；部分补充剂在特定场景可能有用",
          "成分证据不等于品牌SKU疗效；无个体剂量处方",
          "2026-09-22"
        ],
        [
          "S22",
          "个人信息保护法",
          "https://www.cac.gov.cn/2021-08/20/c_1631050028355286.htm",
          "A",
          "官方全文",
          "医疗健康敏感信息；特定目的、必要性、单独同意等",
          "具体设计仍需审查；健康授权不等于营销授权",
          "2026-09-22"
        ],
        [
          "S23",
          "广告法",
          "https://www.samr.gov.cn/zw/zfxxgk/fdzdgknr/fgs/art/2023/art_5474cf75173c45d6a0379730fb4e8d97.html",
          "A",
          "官方全文",
          "食品/保健食品宣传与疾病表述边界",
          "不是对具体SKU的广告审批结论",
          "2026-09-22"
        ],
        [
          "S24",
          "抖音电商诱导第三方公示（2026-08-24）",
          "https://school.jinritemai.com/doudian/web/article/aJpSQSLQtsAG",
          "A",
          "官方规则检索可读",
          "电商场景限制明暗示引导站外；含私信与包裹等",
          "不能预设抖音加微信成交；具体入口需后台规则核验",
          "2026-09-22"
        ],
        [
          "S25",
          "巨量信息流产品说明",
          "https://www.oceanengine.com/resource/douyin/feed",
          "C",
          "官网可读",
          "有表单与电话线索工具",
          "工具通用存在不证明健康营养类目获准投放",
          "2026-09-22"
        ],
        [
          "S26",
          "抖音食品宣传治理公告",
          "https://school.jinritemai.com/doudian/wap/article/aJmtW36hnDao",
          "A",
          "官方规则检索可读",
          "食品/保健食品宣传应符合标签；治理涉医夸大",
          "以具体类目和最新规则审核为准",
          "2026-09-22"
        ],
        [
          "L01",
          "既有个人运动营养模式研究",
          "work_ai_app/2026-09-08-food-movement-calendar/cpt-product-mode-validation/decision-memo.md",
          "B/D",
          "本地全文回读",
          "现有商品线、专业服务资产、旧推荐机制审查与服务试点",
          "产品线不等于现售SKU已审核；旧规则未证明线上使用",
          "2026-09-22"
        ],
        [
          "L02",
          "既有整体产品总纲",
          "work_ai_app/2026-09-08-food-movement-calendar/cpt-product-mode-validation/product-system-master.md",
          "B/D",
          "本地主要章节回读",
          "体检/日常数据分层；计划与实吃分开；持续提醒",
          "设计稿不等于已部署",
          "2026-09-22"
        ],
        [
          "L03",
          "食动日历项目恢复入口",
          "work_ai_app/2026-09-08-food-movement-calendar/README.md",
          "B",
          "本地全文回读",
          "已有小程序/PC概念原型；设备同步主要是模拟",
          "不能写成已完成真实穿戴接入",
          "2026-09-22"
        ],
        [
          "L04",
          "照片记录实际实施状态",
          "work_store/2026-09-11-diet-photo-record-reuse/execution/summary.md",
          "B",
          "本地全文回读",
          "曾完成调查和接口草案；照片重量不可当实测",
          "此恢复页不是所有分支最新状态，开发前需代码/接口再审",
          "2026-09-22"
        ],
        [
          "L05",
          "候选SKU准入缺口",
          "work_ai_app/2026-09-08-food-movement-calendar/cpt-product-mode-validation/sku-readiness.csv",
          "B",
          "本地全文回读",
          "乳清、能量胶、电解质等为候选；缺现行标签和成本",
          "未形成可直接对个人推荐的正式池",
          "2026-09-22"
        ]
      ]
    },
    "竞品对比": {
      "headers": [
        "产品",
        "关系",
        "输入与服务",
        "营养品",
        "设备与数据",
        "留存/收入机制",
        "借鉴",
        "未知或风险",
        "来源"
      ],
      "rows": [
        [
          "橘袋",
          "直接：定制营养包",
          "历史：问卷→评估→方案→日包",
          "功能包/定制包，现价未实测",
          "未核实穿戴自动接入",
          "商品复购、私域跟进（历史采访）",
          "测评成交、便利包装、按周期跟进",
          "现价/续费/精度不明；750元是2023采访值",
          "S01;S02;S03"
        ],
        [
          "LemonBox",
          "直接：定制营养包",
          "FFQ+健康问卷→建议",
          "每日一包，官网称跨境直邮",
          "未核实动态设备联动",
          "便利履约与定期消费",
          "减少挑选与按日准备负担",
          "官网自报效果与用户量未独立验证",
          "S04"
        ],
        [
          "Gainful",
          "邻近：运动营养个性化",
          "目标/偏好问卷→蛋白/补给选择",
          "蛋白、补水等；订阅量可调",
          "未核实穿戴整合",
          "口味/产品适配与订阅",
          "标准商品组合也能做个性化",
          "美国市场，国内适用性/净留存未核实",
          "S06;S07"
        ],
        [
          "薄荷健康",
          "国内强邻近竞争",
          "饮食记录+AI识别+健康工具",
          "自有消费品",
          "官网描述多类健康记录",
          "工具使用→服务/商品",
          "记录便利和中国食物体验",
          "公开数据量口径不同；精度/全品牌接入未测",
          "S05"
        ],
        [
          "Oura",
          "设备数据/服务对标",
          "连续穿戴+主动记餐+AI解释",
          "所读帮助未证明定制补剂履约",
          "戒指与App、会员",
          "个人基线、周期反馈、设备会员",
          "自动记录与回顾",
          "中国服务/接口/语言/商业使用需审",
          "S08;S09;S10;S20"
        ],
        [
          "WHOOP",
          "设备会员对标",
          "生物数据+习惯/补剂日志+AI",
          "日志不是自动售卖",
          "手环与会员",
          "订阅、个人趋势和指导",
          "补剂行为可记录并观察",
          "趋势不可当疗效；公告部分为路线图",
          "S11;S12"
        ],
        [
          "ZOE",
          "营养服务与商品对标",
          "App建议+可选肠道检测",
          "Daily30订阅",
          "目前公开流程不要求所有人上CGM",
          "知识/行动服务+营养商品",
          "服务与商品可分别选",
          "试验整体效果不能归因AI或补剂",
          "S13;S14;S15"
        ]
      ]
    },
    "细分与购买": {
      "headers": [
        "人群",
        "谁付钱",
        "关键任务",
        "触发",
        "可卖范围",
        "交付",
        "首发判断",
        "证据缺口"
      ],
      "rows": [
        [
          "已有规律健身的健康成年人",
          "本人",
          "饮食适配训练；少做补给功课",
          "开始系统训练/已有商品却不会安排",
          "AI吃动陪伴+自选原装补给",
          "微信服务+一条可接设备路径",
          "第一验证候选；不是已证实P0",
          "真实付费、设备许可、SKU标签"
        ],
        [
          "业余耐力运动者",
          "本人",
          "具体活动的准备与补给复盘",
          "长距离训练/活动",
          "活动补给服务+经审核商品",
          "周期性计划与活动复盘",
          "第二候选",
          "季节性、活动周期、服务工时"
        ],
        [
          "泛40+精力/抗衰诉求者",
          "本人",
          "解决难解释的身体感受",
          "疲惫/健康焦虑",
          "评估与专业分流",
          "需要更严专业边界",
          "暂不主攻",
          "病因复杂、补充剂适用性与信任"
        ],
        [
          "泛减重人群",
          "本人",
          "长期改变吃动与体重管理",
          "体重目标",
          "服务与适用商品",
          "高频运营",
          "暂不主攻大盘",
          "竞争强、留存、成本与健康边界"
        ],
        [
          "机构职工健康",
          "机构和/或本人",
          "员工健康服务",
          "工会/后勤项目",
          "团体服务和个人自选",
          "B2B2C独立合同",
          "后续渠道候选",
          "企业客户不是个人数据授权或已成交"
        ]
      ]
    },
    "数据设备": {
      "headers": [
        "路径",
        "可能数据",
        "必需条件",
        "不能假设",
        "一期建议",
        "来源"
      ],
      "rows": [
        [
          "微信运动",
          "过去31天步数",
          "用户授权并进入小程序触发更新",
          "睡眠/心率/HRV或全天后台到数",
          "基础可选，不承担核心穿戴承诺",
          "S16"
        ],
        [
          "华为生态云接口",
          "开放范围内运动健康数据",
          "应用准入、授权、字段与商用范围审核",
          "所有表款/所有字段/无需审批",
          "优先评估一款一平台的POC；不是已选供应商",
          "S17"
        ],
        [
          "Apple HealthKit",
          "iPhone/Watch可授权数据",
          "原生应用能力、系统权限、数据用途合规",
          "纯微信小程序可直接读取或用于广告营销",
          "保留原生桥后续路线",
          "S18;S19"
        ],
        [
          "Oura API",
          "授权范围内睡眠/活动等",
          "OAuth应用、审核、会员/地区/字段条款",
          "国内可直接商用；品牌已有合作",
          "研发参照，小样本有条件验证",
          "S20"
        ],
        [
          "OEM手环",
          "供应商明确开放字段",
          "SDK/协议/许可、同步App或云、质量验证",
          "蓝牙可用即能夜间后台稳定同步",
          "第二阶段比较，不先开模自研",
          "L03;D"
        ],
        [
          "家用体重/体脂秤",
          "体重及估算体成分",
          "身份匹配、协议许可、同口径测量",
          "秤等同可穿戴、体脂为精确实测",
          "可选周度反馈设备，不替代穿戴验证",
          "L02;D"
        ]
      ]
    },
    "购买旅程": {
      "headers": [
        "阶段",
        "用户问题",
        "产品动作",
        "证据事件",
        "下一门",
        "来源/等级"
      ],
      "rows": [
        [
          "内容触达",
          "训练了为何还不会安排吃饭",
          "一个真实场景+一个可演示动作",
          "campaign/view/contact（无健康原始值）",
          "进入评估",
          "D"
        ],
        [
          "快速评估",
          "是不是适合我",
          "最少资料、目标、适用性筛查",
          "assessment_completed",
          "提供当下建议",
          "D"
        ],
        [
          "首次价值",
          "今天怎么做",
          "有依据的食物/行为建议，允许零商品",
          "first_action_confirmed",
          "连接可用数据源",
          "D"
        ],
        [
          "数据使用",
          "还要每天填吗",
          "授权同步+关键缺失的轻量补录",
          "data_sync_valid/coverage",
          "看到连续变化",
          "D"
        ],
        [
          "周期服务",
          "为何要继续",
          "按本人目标复盘，记住偏好",
          "weekly_review/action_feedback",
          "自愿续费或暂停",
          "D"
        ],
        [
          "商品选择",
          "我真的需要吗",
          "专业规则+原装SKU标签+食品替代",
          "eligible_offer/order_net_paid",
          "执行/耐受/余量反馈",
          "D"
        ],
        [
          "补货与退出",
          "还剩多少，能否暂停",
          "按用户确认余量提醒，自愿改量/停用/导出",
          "reorder_or_pause/return",
          "下一周期或退出",
          "D"
        ]
      ]
    },
    "单位经济模型": {
      "headers": [
        "指标",
        "口径或公式",
        "当前值",
        "资料责任",
        "备注"
      ],
      "rows": [
        [
          "新付费CAC",
          "(广告+内容+达人+归属销售成本)/新增实付用户",
          "待补",
          "增长/财务",
          "按抖音、微信、新老用户独立算"
        ],
        [
          "90天净贡献",
          "服务净实收+商品净实收+设备净实收-货品成本-履约退款-渠道费-AI接口-专家-客服-归属获客",
          "待补",
          "财务/运营",
          "不含未分摊总部研发费用；设备补贴一次计足"
        ],
        [
          "服务工时成本",
          "每用户周期分钟/60×完全小时成本",
          "待补",
          "营养/运营",
          "人工兜底和复核也计入"
        ],
        [
          "硬件回收",
          "硬件补贴/后续月净贡献（仅当净贡献>0）",
          "待补",
          "财务",
          "不可用未观察续费率证明回本"
        ],
        [
          "D30服务留存",
          "第22-30天完成核心行动的原始激活用户/原始激活用户",
          "待补",
          "产品",
          "退出者保留分母；不是打开次数"
        ],
        [
          "自然复购",
          "到实际补货窗口且有适用需求的复购人数/同条件可复购人数",
          "待补",
          "商品/运营",
          "不把30天未耗完当流失；扣退款"
        ],
        [
          "可服务市场SAM",
          "目标人群×可触达×可服务设备/专业范围覆盖（去重）",
          "未测算",
          "经营",
          "没有真实分母，不用保健品总盘子代替"
        ],
        [
          "90天可获得用户SOM",
          "min(预算/实测CAC，专业工时产能，真实接入/履约产能)",
          "未测算",
          "经营/财务",
          "探索期先测漏斗；不输出虚假规模"
        ]
      ]
    },
    "验证计划": {
      "headers": [
        "ID",
        "假设",
        "试验",
        "建议门槛（D级待冻结）",
        "责任角色",
        "停止或改向",
        "优先级"
      ],
      "rows": [
        [
          "V01",
          "小程序用户能拿到设备数据",
          "1品牌1型号1手机组合；至少7天反复同步",
          "计划同步成功>=90%，延迟显示；不支持用户降级",
          "研发/设备",
          "未达到就取消自动穿戴卖点",
          "P0"
        ],
        [
          "V02",
          "商品可解释且有适用性",
          "审核3-5个原装SKU和边界样例",
          "每SKU关键标签和规则完整；0条无条件凑单",
          "营养/质量/商品",
          "缺关键字段暂停商品推荐",
          "P0"
        ],
        [
          "V03",
          "每日建议有独立价值",
          "约20-30人自愿28天探索，1周基线",
          "第4周>=60%原入组者每周完成>=3次核心行动",
          "产品/运营",
          "靠领品打开、靠人工催促则重做服务",
          "P0"
        ],
        [
          "V04",
          "穿戴有增量",
          "同背景用户随机或交叉启用设备提示；记录实际样本",
          "比较记录耗时/行动率/续用；小样本只报方向不报显著",
          "产品/分析",
          "无增量则不强制设备",
          "P0"
        ],
        [
          "V05",
          "不是广告导购换了外观",
          "盲审建议与真实访谈；含无需补充案例",
          "每条能解释来源和普通食物替代；用户理解",
          "营养/产品",
          "零购买时服务不完整则调整",
          "P0"
        ],
        [
          "V06",
          "抖音/微信都能经济获客",
          "分别追踪线索到实付、退款和服务成本",
          "至少完整观察一个补货/续费周期，再按90天净贡献评估",
          "增长/财务",
          "净贡献持续负或依赖诱导站外则停投",
          "P1"
        ],
        [
          "V07",
          "愿意为服务支付",
          "明码服务-only与商品可选；真实到期续费",
          "报告实付/可续费人数和拒绝原因；门槛由成本反推",
          "经营/产品",
          "只能靠送设备促销则不规模化",
          "P1"
        ]
      ]
    },
    "来源覆盖审计": {
      "headers": [
        "材料类别",
        "本轮动作",
        "覆盖范围",
        "未覆盖",
        "对结论影响"
      ],
      "rows": [
        [
          "橘袋",
          "官方H5、官网、腾讯条目、采访",
          "身份与历史商业路径",
          "未登录小程序/未下单",
          "现价、服务质量与穿戴接入未知"
        ],
        [
          "国内/海外对标",
          "选取7个主要比较对象",
          "品牌/产品/帮助与API公开页",
          "未购买会员、未跑真实数据",
          "模式参考不等于效果或留存"
        ],
        [
          "现有项目",
          "回读5份核心恢复与研究材料",
          "AI运动营养师相关资产",
          "未全库微盘刷新、未读个人医学信息",
          "只说明资产可复用方向"
        ],
        [
          "设备",
          "官方开发者资料",
          "WeRun、华为、Apple、Oura",
          "未取得本项目生产许可和POC",
          "技术可行性有条件"
        ],
        [
          "经营",
          "建立公式和缺口",
          "CAC、贡献、服务工时、留存",
          "没有真实新产品账本",
          "无正式价格和规模预测"
        ],
        [
          "微信文档读取",
          "web失败后Jina回读正文",
          "过去31天步数/进入时更新",
          "尚未实际调用",
          "文档核验通过，接入未验"
        ],
        [
          "数据价值研究",
          "ZOE原始论文与NIH资料",
          "整体干预证据与补充剂边界",
          "非本产品临床研究",
          "不能发布疗效承诺"
        ]
      ]
    }
  }
}