Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
603229.SS
HOLDFLAGZhejiang Ausun Pharmaceutical Co., Ltd. · Healthcare · China · $1.2B · Avg Vol: $15M/d
A high-quality Chinese API and CDMO player with strong manufacturing capabilities. While it fits the CDMO pricing power cycle, it faces geopolitical headwinds from Western legislative scrutiny (e.g., the Biosecure Act), making it a FLAG rather than a high-conviction APPROVE.
COMPANY DESCRIPTION
Zhejiang Ausun Pharmaceutical Co., Ltd. manufactures active pharmaceutical ingredients (APIs), pharmaceutical intermediates, and provides CDMO services. The company specializes in high-barrier, complex chemical synthesis, serving global pharmaceutical companies in regulated markets such as the US, Europe, and Japan. Its competitive advantage lies in its strict compliance with international cGMP standards, robust R&D in green chemistry, and strong customer stickiness due to regulatory filing requirements.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 113M | 121M | 118M | 117M | 1.2% |
| EPS | 0.04 | 0.05 | 0.04 | 0.02 | -18.2% |
| Shares | 788M | 830M | 830M | 830M | +5.4% |
| Debt | 36M | 45M | 40M | 67M | 23.6% |
| Equity | 216M | 317M | 336M | 335M | 15.8% |
| Op CF | 18M | 33M | 26M | 23M | 9.1% |
| Inv CF | -26M | -26M | -18M | -9M | — |
| Fin CF | 14M | 69M | -16M | 7M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of 603229.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 603229.SS | Zhejiang Ausun Pharmaceutical Co., Ltd.(you) | $1.2B | 43 | HOLD |
| 300497.SZ | Jiangxi Fushine Pharmaceutical Co., Ltd. | $1.2B | 41 | HOLD |
| 688739.SS | Liaoning Chengda Biotechnology Co.,Ltd. | $1.3B | 42 | HOLD |
| 688658.SS | Youcare Pharmaceutical Group Co., Ltd. | $1.2B | 39 | HOLD |
| 600866.SS | Star Lake Bioscience Co., Inc.Zhaoqing Guangdong | $1.2B | 46 | HOLD |
| 688366.SS | Shanghai Haohai Biological Technology Co., Ltd. | $1.1B | 48 | HOLD |
| 2171.HK | CARsgen Therapeutics Holdings Limited | $1.3B | 39 | HOLD |
| 688293.SS | Shanghai OPM Biosciences Co., Ltd. | $898M | 42 | HOLD |
| 301080.SZ | Acrobiosystems Co.,Ltd. | $1.0B | 38 | HOLD |
| 301207.SZ | Hualan Biological Vaccine Inc. | $1.6B | 47 | HOLD |
Peer medians: ROE 4.8% · P/E 27.6x · Gross margin 53.1%