Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
688363.SS
SELLREMOVEBloomage BioTechnology Corporation Limited · Basic Materials · China · $2.6B · Avg Vol: $18M/d
Bloomage is a leading producer of hyaluronic acid. While it has historically been a high-quality business, it is currently facing intense domestic price competition and margin erosion in its raw materials division. It does not align with our active macro themes, and its valuation remains demanding relative to slowing growth.
COMPANY DESCRIPTION
Bloomage BioTechnology Corporation Limited is the world's largest manufacturer of hyaluronic acid (HA) raw materials, serving the pharmaceutical, cosmetic, and food industries. The company has successfully built a vertically integrated business model, expanding into high-margin medical aesthetics and functional skincare products. Its competitive moat is sustained by massive economies of scale, proprietary microbial fermentation technology, and strong brand equity in the consumer market.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 940M | 898M | 794M | 621M | -12.9% |
| EPS | 0.30 | 0.18 | 0.05 | 0.09 | -32.9% |
| Shares | 481M | 482M | 482M | 482M | +0.1% |
| Debt | 58M | 31M | 53M | 50M | -4.3% |
| Equity | 980M | 1.0B | 1.0B | 1.0B | 2.2% |
| Op CF | 94M | 103M | 83M | 93M | -0.4% |
| Inv CF | -124M | -91M | -68M | -39M | — |
| Fin CF | -25M | -78M | -46M | -339,836 | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 688363.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 688363.SS | Bloomage BioTechnology Corporation Limited(you) | $2.6B | 24 | SELL |
| 002408.SZ | Zibo Qixiang Tengda Chemical Co., Ltd | $2.1B | 24 | SELL |
| 688708.SS | Chengdu Jiachi Electronic Technology Co., Ltd. | $3.0B | 27 | SELL |
| 300655.SZ | Crystal Clear Electronic Material Co.,Ltd | $2.4B | 18 | STRONG SELL |
| 688116.SS | Jiangsu Cnano Technology Co., Ltd. | $2.4B | 18 | STRONG SELL |
| 603360.SS | Dalian BIO-CHEM Company Limited | $2.2B | 18 | STRONG SELL |
| 002361.SZ | Anhui Shenjian New Materials Co.,Ltd | $2.1B | 18 | STRONG SELL |
| 2768.HK | Qingdao Gon Technology Co., Ltd. | $2.2B | 31 | SELL |
| 600409.SS | Tangshan Sanyou Chemical Industries Co.,Ltd | $1.9B | 18 | STRONG SELL |
| 002053.SZ | Yunnan Energy Investment Co., Ltd. | $1.6B | 25 | SELL |
Peer medians: ROE 6.2% · P/E 33.1x · Gross margin 17.5%