Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
688131.SS
HOLDFLAGShanghai Haoyuan Chemexpress Co., Ltd. · Healthcare · China · $2.3B · Avg Vol: $63M/d
Shanghai Haoyuan Chemexpress is a high-quality CDMO/CRO focused on small molecules and ADC linkers, but geopolitical tensions around Chinese biotech warrant caution.
COMPANY DESCRIPTION
Shanghai Haoyuan Chemexpress Co., Ltd. provides pharmaceutical R&D and manufacturing services (CRO/CDMO), specializing in small molecule drug discovery. The company's competitive moat lies in its proprietary library of over 100,000 high-quality molecular building blocks and tool compounds. It is a prominent niche player serving global pharmaceutical giants with high customer stickiness.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 201M | 278M | 336M | 425M | 28.4% |
| EPS | 0.14 | 0.09 | 0.14 | 0.17 | 6.0% |
| Shares | 209M | 211M | 211M | 212M | +1.6% |
| Debt | 95M | 155M | 282M | 330M | 51.2% |
| Equity | 343M | 371M | 425M | 463M | 10.6% |
| Op CF | -36M | -9M | 56M | 47M | -16.8% |
| Inv CF | -105M | -49M | -116M | -30M | — |
| Fin CF | 53M | 60M | 117M | 26M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of 688131.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 688131.SS | Shanghai Haoyuan Chemexpress Co., Ltd.(you) | $2.3B | 50 | HOLD |
| 300601.SZ | Shenzhen Kangtai Biological Products Co., Ltd. | $2.1B | 51 | HOLD |
| 300199.SZ | Hybio Pharmaceutical Co., Ltd. | $3.0B | 48 | HOLD |
| 603538.SS | Ningbo Menovo Pharmaceutical Co., Ltd. | $1.6B | 51 | HOLD |
| 300558.SZ | Betta Pharmaceuticals Co., Ltd. | $3.3B | 46 | HOLD |
| 000534.SZ | Wedge Industrial Co.,Ltd. | $2.5B | 39 | HOLD |
| 002020.SZ | Zhejiang Jingxin Pharmaceutical Co., Ltd. | $1.7B | 57 | HOLD |
| 600789.SS | Shandong Lukang Pharmaceutical Co.,Ltd. | $1.2B | 48 | HOLD |
| 002675.SZ | Yantai Dongcheng Pharmaceutical Group Co.,Ltd. | $1.6B | 43 | HOLD |
| 002317.SZ | Guangdong Zhongsheng Pharmaceutical Co., Ltd. | $3.0B | 60 | HOLD |
Peer medians: ROE 4.7% · P/E 27.6x · Gross margin 53.1%