Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300841.SZ
BUYREMOVEChengdu Kanghua Biological Products Co., Ltd. · Healthcare · China · $917M · Avg Vol: $15M/d
Chengdu Kanghua Biological is a vaccine developer rather than a pure-play CDMO. While it has decent quality metrics, it does not benefit from the systemic pricing power shift occurring in validated contract manufacturing organizations.
COMPANY DESCRIPTION
Chengdu Kanghua Biological Products Co., Ltd. is a premier Chinese biotechnology company specializing in the research, development, and commercialization of human vaccines. The company's primary competitive moat is its status as the first domestic manufacturer of the freeze-dried human diploid cell rabies vaccine, which is widely considered the gold standard for safety and efficacy. It operates as a high-margin, niche leader in the Chinese biopharmaceutical sector with strong brand equity.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 214M | 233M | 212M | 172M | -7.0% |
| EPS | 0.66 | 0.56 | 0.45 | 0.25 | -27.6% |
| Shares | 135M | 135M | 133M | 130M | -3.5% |
| Debt | 19M | 28M | 28M | 21M | 3.5% |
| Equity | 455M | 519M | 510M | 523M | 4.8% |
| Op CF | 29M | 85M | 85M | 56M | 24.9% |
| Inv CF | -61M | -24M | -51M | 22M | — |
| Fin CF | -11M | -1M | -70M | -27M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of 300841.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300841.SZ | Chengdu Kanghua Biological Products Co., Ltd.(you) | $917M | 67 | BUY |
| 688105.SS | Nanjing Vazyme Biotech Co., Ltd | $1.1B | 63 | HOLD |
| 688315.SS | Novogene Co., Ltd. | $870M | 60 | HOLD |
| 301047.SZ | Sino Biological,Inc. | $1.1B | 70 | BUY |
| 688046.SS | GemPharmatech Co., Ltd. | $1.2B | 70 | BUY |
| 688253.SS | Innovita Biological Technology Co., Ltd. | $1.1B | 58 | HOLD |
| 000990.SZ | Chengzhi Co., Ltd. | $1.7B | 63 | HOLD |
| 605116.SS | Aurisco Pharmaceutical Co.,Ltd. | $1.2B | 56 | HOLD |
| 688526.SS | Wuhan Keqian Biology Co.,Ltd | $906M | 83 | STRONG BUY |
| 603566.SS | Pulike Biological Engineering, Inc. | $543M | 74 | BUY |
Peer medians: ROE 4.7% · P/E 27.9x · Gross margin 53.0%