600511.SS
Strong BuyUnloved QualityChina National Medicines Corporation Ltd. · Healthcare · China · $2.9B
CNY 26.10 +1.2% · close 30 Sep · scored 7 Oct
Unloved Quality: Strong and cheap; the market has not turned yet.
Does StockRank work? Each month we publish how every decile did, whichever way it went. See the record →
ABOUT CHINA NATIONAL MEDICINES CORPORATION LTD.
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China National Medicines Corporation (National Medicines), a core subsidiary of Sinopharm, is a leading pharmaceutical distributor in China, specializing in narcotics and psychotropic drugs. The company holds a near-monopoly position in the distribution of nationally controlled substances, which are subject to strict regulatory barriers and high entry thresholds. Its extensive national logistics network and deep integration with major hospitals secure its status as a critical healthcare infrastructure provider.
FINANCIAL SUMMARY (CNY)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 45.5B | 49.7B | 50.6B | 52.5B | 4.9% | 53.5B | 55.2B | 58.0B | 5.1% |
| EPS (CNY) | 2.60 | 2.84 | 2.65 | 2.65 | 0.5% | 2.56 | 2.92 | 3.10 | 8.2% |
| Shares | 754.5M | 754.5M | 754.5M | 754.5M | 0.0% | 754.5M | — | — | — |
| Debt | 515.1M | 547.5M | 846.0M | 516.3M | 0.1% | 599.4M | — | — | — |
| Equity | 14.2B | 15.8B | 17.1B | 18.5B | 9.3% | — | — | — | — |
| Op CF | 2.4B | 2.7B | 1.7B | 2.0B | -5.7% | 879.9M | — | — | — |
| Inv CF | -152.3M | -129.3M | -2.6B | -17.4M | — | — | — | — | — |
| Fin CF | -639.6M | -632.2M | -1.6B | -1.4B | — | — | — | — | — |
Calmer than 96% of stocks we rank over the past year (15% a year).
How this is worked out
What it measures: day-to-day price moves over the past year, as a yearly figure, ranked against every stock we cover. Very calm under 20% a year, Calm 20 to 30%, Average 30 to 40%, Bumpy 40 to 55%, Very bumpy above that.
What we found: across about 13,500 stocks in 34 markets (2002 to 2025), past swings were a good guide to the next year's, and bumpier stocks fell further. How much further changed too much between eras to put a number on it.
Calm is not safe: a calm stock can still slide steadily.
Rules fixed before any data was fetched. Describes the chart, not a recommendation.
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of 600511.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600511.SS | China National Medicines Corporation Ltd.(you) | $2.9B | 91 | Strong Buy |
| 000028.SZ | China National Accord Medicines Corporation Ltd. | $1.8B | 91 | Strong Buy |
| 2607.HK | Shanghai Pharmaceuticals Holding Co., Ltd | $5.2B | 96 | Strong Buy |
| 0874.HK | Guangzhou Baiyunshan Pharmaceutical Holdings Company Limited | $2.7B | 75 | Buy |
| 1099.HK | Sinopharm Group Co. Ltd. | $5.9B | 88 | Strong Buy |
| 600998.SS | Jointown Pharmaceutical Group Co., Ltd | $3.6B | 68 | Buy |
| 603368.SS | Guangxi LiuYao Group Co., Ltd | $898M | 85 | Strong Buy |
| 301015.SZ | Qingdao Baheal Medical INC. | $2.0B | 66 | Buy |
| 600056.SS | China Meheco Group Co., Ltd. | $2.0B | 63 | Hold |
| 600739.SS | Liaoning Cheng Da Co., Ltd. | $2.3B | 57 | Hold |
Peer medians: ROE 4.3% · P/E 27.8x · Gross margin 53.0%
Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.