Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600529.SS
BUYFLAGShandong Pharmaceutical Glass Co.Ltd · Consumer Cyclical · China · $1.9B · Avg Vol: $33M/d
Shandong Pharmaceutical Glass is a dominant manufacturer of pharmaceutical glass packaging in China. It possesses a strong regulatory moat and high switching costs, acting as a critical supplier to the domestic pharma and CDMO sectors. However, domestic pricing controls and geopolitical trade barriers limit its immediate global upside.
COMPANY DESCRIPTION
Shandong Pharmaceutical Glass Co., Ltd. manufactures pharmaceutical glass packaging, including molded vials, ampoules, and cosmetic glass bottles. The company holds a dominant market share in China's molded pharmaceutical glass vial segment, with high switching costs for drug manufacturers. It is a highly specialized, low-cost, high-volume packaging leader with a global export footprint.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 619M | 705M | 725M | 661M | 2.2% |
| EPS | 0.15 | 0.17 | 0.21 | 0.15 | 0.3% |
| Shares | 664M | 664M | 664M | 664M | 0.0% |
| Debt | 768,813 | 269,809 | 315M | 6M | 93.2% |
| Equity | 1.0B | 1.1B | 1.2B | 1.2B | 6.0% |
| Op CF | 37M | 155M | 172M | 85M | 31.7% |
| Inv CF | -220M | -110M | -165M | -22M | — |
| Fin CF | 247M | -28M | -69M | -56M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 600529.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600529.SS | Shandong Pharmaceutical Glass Co.Ltd(you) | $1.9B | 69 | BUY |
| 600210.SS | Shanghai Zijiang Enterprise Group Co., Ltd. | $1.5B | 64 | HOLD |
| 002014.SZ | Huangshan Novel Co.,Ltd | $960M | 70 | BUY |
| 002803.SZ | Xiamen Jihong Co., Ltd | $1.5B | 85 | STRONG BUY |
| 002701.SZ | ORG Technology Co., Ltd. | $1.9B | 43 | HOLD |
| 002752.SZ | Sunrise Group Company Limited | $957M | 55 | HOLD |
| 002585.SZ | Jiangsu Shuangxing Color Plastic New Materials Co., Ltd. | $1.7B | 41 | HOLD |
| 301004.SZ | Zhejiang Cayi Vacuum Container Co., Ltd. | $829M | 55 | HOLD |
| 002191.SZ | Shenzhen Jinjia Group Co.,Ltd. | $790M | 52 | HOLD |
| 002831.SZ | ShenZhen YUTO Packaging Technology Co., Ltd. | $5.2B | 55 | HOLD |
Peer medians: ROE 7.0% · P/E 24.0x · Gross margin 21.9%