Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002001.SZ
STRONG BUYFLAGZhejiang NHU Company Ltd. · Healthcare · China · $13.3B · Avg Vol: $159M/d
Zhejiang NHU is a global leader in vitamins and nutrition chemicals. While it has strong manufacturing scale, it is energy-intensive and vulnerable to rising chemical feedstock costs, offsetting its CDMO-like market position.
COMPANY DESCRIPTION
Zhejiang NHU Company Ltd. is a global leader in the production of nutritional chemicals, specializing in vitamins (A, E, D3), methionine, and food additives. The company holds a dominant global market share in vitamins, leveraging its highly advanced chemical synthesis technologies and vertically integrated production processes to achieve industry-leading cost structures. Its competitive moat is sustained by high technical barriers, global regulatory approvals, and strong pricing power in the animal nutrition market.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 2.4B | 2.2B | 3.2B | 3.3B | 11.8% |
| EPS | 0.17 | 0.13 | 0.28 | 0.33 | 23.6% |
| Shares | 3.1B | 3.1B | 3.1B | 3.1B | -0.6% |
| Debt | 1.4B | 1.4B | 1.3B | 1.2B | -6.1% |
| Equity | 3.5B | 3.7B | 4.3B | 4.8B | 11.6% |
| Op CF | 645M | 757M | 1.0B | 1.3B | 26.3% |
| Inv CF | -567M | -573M | -558M | -302M | — |
| Fin CF | -188M | -303M | -334M | -662M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of 002001.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002001.SZ | Zhejiang NHU Company Ltd.(you) | $13.3B | 99 | STRONG BUY |
| 000538.SZ | Yunnan Baiyao Group Co.,Ltd | $13.2B | 91 | STRONG BUY |
| 000423.SZ | Dong-E-E-Jiao Co., Ltd. | $4.8B | 99 | STRONG BUY |
| 600566.SS | Hubei Jumpcan Pharmaceutical Co., Ltd. | $3.8B | 99 | STRONG BUY |
| 000963.SZ | Huadong Medicine Co., Ltd | $7.5B | 84 | STRONG BUY |
| 002603.SZ | Shijiazhuang Yiling Pharmaceutical Co., Ltd. | $4.0B | 96 | STRONG BUY |
| 3692.HK | Hansoh Pharmaceutical Group Company Limited | $24.3B | 83 | STRONG BUY |
| 000999.SZ | China Resources Sanjiu Medical & Pharmaceutical Co., Ltd. | $6.0B | 87 | STRONG BUY |
| 000513.SZ | Livzon Pharmaceutical Group Inc. | $4.0B | 94 | STRONG BUY |
| T14.SI | Tianjin Pharmaceutical Da Ren Tang Group Corporation Limited | $3.2B | 96 | STRONG BUY |
Peer medians: ROE 4.7% · P/E 27.9x · Gross margin 53.1%