Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002365.SZ
SELLREMOVEQianjiang Yongan Pharmaceutical Co., Ltd. · Healthcare · China · $512M · Avg Vol: $11M/d
A major producer of taurine that operates as a low-moat commodity chemical business rather than a high-value CDMO or specialty healthcare provider.
COMPANY DESCRIPTION
Qianjiang Yongan Pharmaceutical Co., Ltd. is the world's largest manufacturer of taurine, an essential amino acid used in energy drinks, infant formula, and animal feed. The company's formidable competitive moat is built on its massive production scale, advanced environmental treatment facilities, and a global market share exceeding 50%. It operates as a dominant, highly profitable niche leader in the global food and feed additive industry.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 216M | 144M | 124M | 116M | -18.8% |
| EPS | 0.07 | -0.01 | 0.03 | 0.01 | -45.4% |
| Shares | 295M | 295M | 295M | 295M | 0.0% |
| Debt | 6M | 1M | 6M | 110,845 | -73.4% |
| Equity | 298M | 293M | 295M | 294M | -0.5% |
| Op CF | 57M | 33M | 16M | 21M | -28.9% |
| Inv CF | -34M | -21M | -7M | -18M | — |
| Fin CF | 3M | -10M | -6M | -16M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of 002365.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002365.SZ | Qianjiang Yongan Pharmaceutical Co., Ltd.(you) | $512M | 27 | SELL |
| 300584.SZ | Nanjing Hicin Pharmaceutical Co., Ltd. | $612M | 26 | SELL |
| 300485.SZ | Beijing Science Sun Pharmaceutical Co., Ltd. | $634M | 26 | SELL |
| 688247.SS | Sinotherapeutics Inc. | $571M | 32 | SELL |
| 002793.SZ | Luoxin Pharmaceuticals Group Stock Co., Ltd. | $690M | 30 | SELL |
| 301277.SZ | Newland Pharmaceutical Co., Ltd. | $574M | 34 | SELL |
| 002728.SZ | Teyi Pharmaceutical Group Co.,Ltd | $671M | 32 | SELL |
| 688621.SS | Beijing Sun-Novo Pharmaceutical Research Co., Ltd. | $894M | 26 | SELL |
| 002038.SZ | Beijing SL Pharmaceutical Co., Ltd. | $893M | 28 | SELL |
| 002907.SZ | Chongqing Pharscin Pharmaceutical Co., Ltd. | $765M | 31 | SELL |
Peer medians: ROE 4.8% · P/E 27.6x · Gross margin 53.1%