Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
603716.SS
SELLREMOVEThalys Medical Technology Group Corporation · Healthcare · China · $568M · Avg Vol: $19M/d
Thalys Medical Technology is a Chinese medical distributor. It operates in a low-margin, highly regulated distribution sector with low quality metrics (Q-score: 40) and lacks any proprietary technology or pricing power.
COMPANY DESCRIPTION
Thalys Medical Technology Group is a prominent Chinese distributor of in vitro diagnostic (IVD) products and a provider of centralized purchasing and laboratory management services for hospitals. The company maintains a strong market position through its extensive distribution network and its innovative 'SPD' (Supply, Processing, and Distribution) logistics model for medical consumables. Its competitive edge lies in its deep integration with healthcare institutions, offering them cost-reduction and supply chain optimization solutions.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 341M | 296M | 268M | 159M | -22.4% |
| EPS | -0.12 | -0.12 | -0.16 | -0.15 | — |
| Shares | 204M | 202M | 191M | 210M | +3.3% |
| Debt | 212M | 155M | 138M | 67M | -31.8% |
| Equity | 207M | 179M | 138M | 140M | -12.3% |
| Op CF | 4M | 19M | 15M | -6M | 88.2% |
| Inv CF | 24M | 2M | -1M | 4M | — |
| Fin CF | -47M | -32M | -22M | -12M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of 603716.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 603716.SS | Thalys Medical Technology Group Corporation(you) | $568M | 31 | SELL |
| 9860.HK | Adicon Holdings Limited | $394M | 32 | SELL |
| 300463.SZ | Maccura Biotechnology Co.Ltd | $845M | 33 | SELL |
| 2427.HK | Guanze Medical Information Industry (Holding) Co., Ltd. | $526M | 42 | HOLD |
| 603108.SS | Shanghai Runda Medical Technology Co., Ltd. | $1.1B | 21 | SELL |
| 300676.SZ | BGI Genomics Co., Ltd. | $2.3B | 37 | HOLD |
| 3347.HK | Hangzhou Tigermed Consulting Co., Ltd | $3.4B | 41 | HOLD |
| 8247.HK | Biosino Bio-Technology and Science Incorporation | $55M | 23 | SELL |
| 603882.SS | Guangzhou Kingmed Diagnostics Group Co., Ltd. | $1.8B | 67 | BUY |
| BNR | Burning Rock Biotech Limited | $107M | 5 | STRONG SELL |
Peer medians: ROE 4.8% · P/E 27.8x · Gross margin 53.1%