Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
000999.SZ
STRONG BUYREMOVEChina Resources Sanjiu Medical & Pharmaceutical Co., Ltd. · Healthcare · China · $6.0B · Avg Vol: $35M/d
China Resources Sanjiu is a leading OTC traditional Chinese medicine player, but it operates in a highly regulated domestic market with limited global scalability. It does not align with our core global macro themes and carries significant domestic regulatory risk.
COMPANY DESCRIPTION
China Resources Sanjiu Medical & Pharmaceutical Co., Ltd. manufactures and markets over-the-counter (OTC) drugs and Traditional Chinese Medicine (TCM) prescription products. The company commands the leading position in China's OTC market, anchored by the highly recognized '999' brand. It is a consumer healthcare powerhouse with unmatched brand equity and an extensive retail pharmacy distribution network.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 2.7B | 3.7B | 4.1B | 4.7B | 20.5% |
| EPS | 0.22 | 0.25 | 0.30 | 0.30 | 12.0% |
| Shares | 1.7B | 1.7B | 1.7B | 1.7B | -0.4% |
| Debt | 58M | 441M | 193M | 953M | 154.6% |
| Equity | 2.5B | 2.8B | 2.9B | 3.3B | 9.2% |
| Op CF | 444M | 620M | 651M | 815M | 22.4% |
| Inv CF | -366M | -117M | -167M | -1.1B | — |
| Fin CF | -85M | 67M | -684M | 231M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of 000999.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 000999.SZ | China Resources Sanjiu Medical & Pharmaceutical Co., Ltd.(you) | $6.0B | 87 | STRONG BUY |
| 600329.SS | Tianjin Pharmaceutical Da Ren Tang Group Corporation Limited | $4.6B | 87 | STRONG BUY |
| 000963.SZ | Huadong Medicine Co., Ltd | $7.5B | 84 | STRONG BUY |
| 600535.SS | Tasly Pharmaceutical Group Co., Ltd | $3.1B | 86 | STRONG BUY |
| 000513.SZ | Livzon Pharmaceutical Group Inc. | $4.0B | 94 | STRONG BUY |
| 2096.HK | Simcere Pharmaceutical Group Limited | $3.3B | 91 | STRONG BUY |
| 000423.SZ | Dong-E-E-Jiao Co., Ltd. | $4.8B | 99 | STRONG BUY |
| 002603.SZ | Shijiazhuang Yiling Pharmaceutical Co., Ltd. | $4.0B | 96 | STRONG BUY |
| 600062.SS | China Resources Double-Crane Pharmaceutical Co.,Ltd. | $2.6B | 89 | STRONG BUY |
| 000739.SZ | Apeloa Pharmaceutical Co.,Ltd | $2.8B | 91 | STRONG BUY |
Peer medians: ROE 4.7% · P/E 27.9x · Gross margin 53.0%