Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002773.SZ
BUYREMOVEChengdu Kanghong Pharmaceutical Group Co., Ltd · Healthcare · China · $2.9B · Avg Vol: $24M/d
Chengdu Kanghong is a domestic Chinese pharmaceutical firm focused on ophthalmic and traditional Chinese medicine. It does not possess the global CDMO pricing power or manufacturing scale required to benefit from our healthcare theme.
COMPANY DESCRIPTION
Chengdu Kanghong Pharmaceutical Group Co., Ltd. is a biopharmaceutical company specializing in the research, development, and commercialization of ophthalmic, central nervous system, and digestive drugs. The company holds a dominant market position in China's ophthalmic biologics sector, anchored by its blockbuster proprietary biologic, Conbercept. It is characterized by its strong R&D-driven growth profile and high-margin proprietary product portfolio.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 501M | 585M | 658M | 678M | 10.6% |
| EPS | 0.14 | 0.17 | 0.19 | 0.19 | 8.7% |
| Shares | 919M | 919M | 920M | 921M | +0.2% |
| Debt | 719,122 | 297,259 | 768,736 | 518,341 | -10.3% |
| Equity | 1.0B | 1.2B | 1.3B | 1.4B | 10.4% |
| Op CF | 137M | 180M | 209M | 222M | 17.6% |
| Inv CF | -32M | 977,834 | -17M | -33M | — |
| Fin CF | -11M | -19M | -51M | -77M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of 002773.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002773.SZ | Chengdu Kanghong Pharmaceutical Group Co., Ltd(you) | $2.9B | 75 | BUY |
| 002262.SZ | Jiangsu Nhwa Pharmaceutical Co., LTD | $3.0B | 79 | BUY |
| 000623.SZ | Jilin Aodong Pharmaceutical Group Co., Ltd. | $3.0B | 69 | BUY |
| 300142.SZ | Walvax Biotechnology Co., Ltd. | $3.0B | 67 | BUY |
| 603858.SS | Shandong Buchang Pharmaceuticals Co., Ltd. | $2.3B | 66 | BUY |
| 600535.SS | Tasly Pharmaceutical Group Co., Ltd | $3.1B | 86 | STRONG BUY |
| 002399.SZ | Shenzhen Hepalink Pharmaceutical Group Co., Ltd. | $2.2B | 67 | BUY |
| 002317.SZ | Guangdong Zhongsheng Pharmaceutical Co., Ltd. | $3.0B | 60 | HOLD |
| 600062.SS | China Resources Double-Crane Pharmaceutical Co.,Ltd. | $2.6B | 88 | 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%