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Dongguan drugmaker selling traditional Chinese medicines and chemical drugs, with its own influenza antiviral and an obesity drug in late-stage trials.
Dongguan drugmaker selling traditional Chinese medicines and chemical drugs, with its own influenza antiviral and an obesity drug in late-stage trials.
About half of income comes from traditional Chinese patent medicines, such as the Compound Xueshuantong capsule, and most of the rest from chemical drugs sold to hospitals and pharmacies through distributors. Its own influenza antiviral reached the market in 2025, and its obesity drug RAY1225 is licensed to Qilu Pharmaceutical for sales, so new drugs are meant to join the established lines.
Moat: narrow (IP / patents, distribution). Established traditional-medicine brands plus a patented new-drug pipeline; generic drug lines face price pressure.
Headquarters: Dongguan, China · Employees: 1,757
Size Guangdong Zhongsheng Pharmaceutical (002317.SZ) is a China Health Care company (Pharmaceuticals: Other) with a market value of $3.13B, the 828th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥24.89 on 6 Nov 2026.
Performance Over six months the shares gained 35.4%, against -2.5% for the median peer and -16.4% for the China market (cap-weighted) — 5th highest of 21 in its peer set.
Growth Revenue fell 14.1% over the last twelve months (peer median +8.1%); the operating margin is 9.1% (peer median 15.6%).
Valuation It trades at 80.3× forward earnings against a peer median of 17.1× (most expensive of 16).
Price implies For today's price to make sense, revenue must grow about 35% a year for seven years (Req g). Recent delivered growth is +6%, so the hurdle is +29 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 1.4 points below its cost of capital (8.9% WACC).
Next results Next results expected around 27 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥2.10B | CN¥2.51B | CN¥2.45B | CN¥2.60B | CN¥2.66B |
| Revenue growth | — | +2% | -6% | -2% | — |
| Gross profit | CN¥1.22B | CN¥1.36B | CN¥1.32B | CN¥1.46B | CN¥1.67B |
| EBITDA | n/a | CN¥411M | CN¥327M | CN¥465M | CN¥478M |
| Net income | CN¥202M | CN¥276M | -CN¥299M | CN¥263M | CN¥322M |
| Free cash flow | CN¥490M | CN¥12.2M | CN¥160M | CN¥29.7M | -CN¥199M |
| Capital expenditure | CN¥312M | CN¥316M | CN¥228M | CN¥363M | CN¥268M |
| Total debt | CN¥262M | CN¥363M | CN¥994M | CN¥1.39B | CN¥1.38B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Guangdong Zhongsheng Pharmaceutical 002317.SZ | $3.13B | +35% | -14% | 9% | 80.3× | 34.7% |
| Tasly Pharmaceutical 600535.SS | $3.20B | -5% | -4% | 19% | 16.5× | -7.6% |
| KPC Pharmaceuticals 600422.SS | $1.00B | -7% | -41% | -10% | n/a | n/a |
| Innovent Biologics 1801.HK | $19.2B | -5% | +43% | 17% | 53.3× | 11.7% |
| Lilly (Eli) LLY | $1.27T | +43% | +46% | 51% | 28.9× | 5.9% |
| Shionogi & 4507.T | $16.6B | -6% | +46% | 29% | 10.9× | -0.7% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 002317.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +7.4% | +0.5% | 7th highest of 21 |
| 6-month return | +35.4% | -2.5% | 5th highest of 21 |
| Distance from 52-week high | -27.4% | -19.5% | 5th lowest of 21 |
| Revenue growth (TTM) | -14.1% | +8.1% | lowest of 20 |
| Operating margin | 9.1% | 15.6% | 6th lowest of 20 |
| Forward P/E | 80.3× | 17.1× | most expensive of 16 |
| Growth the price implies (Req g, 7 yrs) | 34.7% | -0.9% | most demanding of 19 |
| Growth delivered (Del g) | +5.9% | +5.7% | 9th highest of 19 |
| Hurdle (Req g minus delivered) | +28.7 pp | -7.5 pp | most demanding of 19 |
| ROIC minus cost of capital | -1.4 pp | +2.8 pp | 4th lowest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Guangdong Zhongsheng Pharmaceutical 002317.SZ | China | $3.13B | +35% | -14% | 9% | 80.3× | 34.7% | +5.9% |
| Bausch Health Companies BHC.TO | Canada | $3.09B | +48% | +10% | 27% | 1.9× | -14.5% | +5.9% |
| Jilin Aodong Pharmaceutical 000623.SZ | China | $3.02B | -9% | -4% | -13% | n/a | 5.2% | +1.0% |
| By-health 300146.SZ | China | $2.61B | -1% | +10% | 11% | 25.0× | 5.1% | +0.6% |
| China Resources Double-Crane Pharmaceutical 600062.SS | China | $2.50B | -10% | -1% | 13% | 9.8× | -8.3% | +5.3% |
| Shijiazhuang Yiling Pharmaceutical 002603.SZ | China | $4.02B | -6% | +32% | 21% | 18.1× | -3.2% | -2.2% |
| China Resources Jiangzhong Pharmaceutical 600750.SS | China | $2.19B | -3% | -10% | 24% | 15.7× | -2.5% | +11.6% |
| Granules India GRANULES.NS | India | $2.10B | +8% | +22% | 17% | 24.9× | 23.5% | +10.6% |
| Health and Happiness (H&H) International 1112.HK | Hong Kong | $2.05B | +70% | +24% | 16% | 12.6× | -3.0% | +4.4% |
| Dong-E-E-Jiao 000423.SZ | China | $4.80B | -8% | +8% | 29% | 17.1× | -4.6% | +14.5% |
| China Meheco 600056.SS | China | $2.00B | -14% | +2% | 3% | n/a | -0.8% | -2.1% |
| Porton Pharma Solutions 300363.SZ | China | $1.92B | +14% | +6% | -2% | n/a | 5.3% | +10.4% |
| Tibet Cheezheng Tibetan Medicine 002287.SZ | China | $1.66B | -15% | -7% | 28% | n/a | -1.1% | +10.4% |
| Zhejiang Medicine 600216.SS | China | $1.61B | -23% | -6% | 7% | 11.3× | -6.7% | +3.9% |
| Bora Pharmaceuticals 6472.TW | Taiwan | $1.55B | -2% | -6% | 15% | 14.2× | 4.5% | +60.2% |
| Guilin Sanjin Pharmaceutical 002275.SZ | China | $1.53B | +27% | -3% | 24% | 18.6× | -2.2% | +5.5% |
| Sudeep Pharma SUDEEPPHRM.NS | India | $1.41B | +75% | +27% | 33% | 67.7× | n/a | n/a |
| Jamieson Wellness JWEL.TO | Canada | $1.35B | +35% | +15% | 15% | 21.2× | 11.0% | +15.3% |
| Cronos CRON.TO | Canada | $1.34B | +45% | +36% | -2% | 15.6× | 2.1% | +26.7% |
| Pharma Mar PHM.MC | Spain | $1.30B | -33% | +32% | 19% | 37.7× | 11.4% | -3.9% |
| Abivax ABVX.PA | France | $7.58B | -25% | n/a | n/a | n/a | n/a | n/a |