Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002287.SZ
HOLDREMOVETibet Cheezheng Tibetan Medicine Co., Ltd. · Healthcare · China · $1.8B · Avg Vol: $5M/d
Tibet Cheezheng Tibetan Medicine manufactures traditional Chinese medicines. It is a localized consumer healthcare business with zero exposure to our global macro themes and faces regulatory and geopolitical risks within the domestic Chinese market.
COMPANY DESCRIPTION
Tibet Cheezheng Tibetan Medicine Co., Ltd. researches, develops, and manufactures traditional Tibetan medicines, with its flagship pain-relief plaster holding a dominant market share in China's external analgesic market. The company's competitive moat is secured by proprietary national-level secret formulas and exclusive access to high-altitude medicinal herbs from the Tibetan Plateau. It operates as a highly profitable niche leader with strong brand equity and pricing power.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 302M | 302M | 346M | 357M | 5.7% |
| EPS | 0.13 | 0.16 | 0.16 | 0.18 | 10.2% |
| Shares | 530M | 530M | 531M | 572M | +7.9% |
| Debt | 251M | 227M | 251M | 137M | -18.2% |
| Equity | 493M | 550M | 601M | 731M | 14.0% |
| Op CF | 42M | 102M | 68M | 108M | 36.7% |
| Inv CF | -49M | -46M | -77M | 3M | — |
| Fin CF | -27M | -64M | -20M | -83M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of 002287.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002287.SZ | Tibet Cheezheng Tibetan Medicine Co., Ltd.(you) | $1.8B | 60 | HOLD |
| 000990.SZ | Chengzhi Co., Ltd. | $1.7B | 63 | HOLD |
| 002030.SZ | Daan Gene Co., Ltd. | $1.5B | 57 | HOLD |
| 2315.HK | Biocytogen Pharmaceuticals (Beijing) Co., Ltd. | $2.8B | 61 | HOLD |
| 688513.SS | Chengdu Easton Biopharmaceuticals Co., Ltd. | $1.4B | 55 | HOLD |
| 688253.SS | Innovita Biological Technology Co., Ltd. | $1.1B | 58 | HOLD |
| 688105.SS | Nanjing Vazyme Biotech Co., Ltd | $1.1B | 63 | HOLD |
| 605116.SS | Aurisco Pharmaceutical Co.,Ltd. | $1.2B | 56 | HOLD |
| 688222.SS | HitGen Inc. | $1.8B | 47 | HOLD |
| 600201.SS | Jinyu Bio-technology Co., Ltd. | $1.9B | 48 | HOLD |
Peer medians: ROE 4.7% · P/E 27.9x · Gross margin 53.0%