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← CockpitCompetitor Analysis › 300294.SZ China Resources Boya Bio-pharmaceutical Group Co., Ltd. Class AOpen in the cockpit ↗

China Resources Boya Bio-pharmaceutical Group Co., Ltd. Class A300294.SZCompetitor analysis, valuation and peers

China · CNY·Health Care›Pharmaceuticals: Major

China Resources-affiliated plasma products maker producing albumin and immunoglobulin from donated human plasma.

≈ A Chinese CSL Behring/GrifolsMomentum neutral 53
Mkt cap
$1.06B
US dollars, full cap
Free float
65%
of shares outstanding
$/day
$9.78M
20-day average traded
Fwd P/E
23.8×
forward earnings
ROIC−WACC
-8.9 pp
WACC 6.3%
Hurdle
n/a
no reverse DCF
Next earnings
136 days
22 Mar 2027
Close · CNYCN¥14.25
1D-1.0%
1W+4.5%
1M-2.8%
3M-10.4%
6M-18.5%
YTD-37.0%
1Y-42.4%
ATR %2.7%
52w lowhigh44.4% off high

What China Resources Boya Bio-pharmaceutical does

China Resources-affiliated plasma products maker producing albumin and immunoglobulin from donated human plasma.

Raw plasma collected at licensed donation stations is the scarce input, so the number of stations and the plasma each collects limit output more than sales do; products then go mostly to hospitals through distributors. China Resources, a state-owned group, is the controlling shareholder.

In one line: A Chinese CSL Behring/Grifols.

Products and services

  • Human albumin
  • Immunoglobulin products
  • Other plasma-derived biologics

Customers

  • Hospitals

Where it sits in the supply chain

  • Pharmaceuticals
  • Biologics
  • Plasma-derived products

What could go right

  • Growing plasma collection stations
  • Hospital immunoglobulin demand

What could go wrong

  • Plasma supply constraints
  • Pricing regulation

Moat: narrow (regulatory licence, scale). Plasma-collection licences and blood-product manufacturing approvals are tightly state-regulated and slow to obtain.

Headquarters: Guangzhou, China · Employees: 1,947

Named competitors

China Resources Boya Bio-pharmaceutical at a glance

Size China Resources Boya Bio-pharmaceutical (300294.SZ) is a China Health Care company (Pharmaceuticals: Major) with a market value of $1.06B, the 2185th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥14.25 on 6 Nov 2026.

Performance Over six months the shares fell 18.5%, against -15.3% for the median peer and -16.4% for the China market (cap-weighted) — 9th lowest of 20 in its peer set.

Growth Revenue fell 27.1% over the last twelve months (peer median +9.7%); the operating margin is -18.7% (peer median 8.1%).

Valuation It trades at 23.8× forward earnings against a peer median of 21.0× (6th most expensive of 14).

Capital Return on invested capital runs 8.9 points below its cost of capital (6.3% WACC).

Next results Next results expected around 22 Mar 2027 (exchange calendar; dates can move).

Relative performance

809010011 May 202611 Aug 20266 Nov 2026Peer median 84300294.SZ 82
Six months, rebased to 100: China Resources Boya Bio-pharmaceutical against the median of its 20 peers (local-currency closes).

China Resources Boya Bio-pharmaceutical financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥1.43BCN¥2.05BCN¥1.73BCN¥2.64BCN¥2.75B
Revenue growth—+19%-35%-4%—
Gross profitCN¥649MCN¥937MCN¥1.06BCN¥1.33BCN¥1.44B
EBITDAn/aCN¥434MCN¥539MCN¥642MCN¥619M
Net income-CN¥168MCN¥113MCN¥397MCN¥237MCN¥432M
Free cash flow-CN¥445M-CN¥419MCN¥193MCN¥653MCN¥533M
Capital expenditureCN¥472MCN¥535MCN¥198MCN¥87.5MCN¥138M
Total debtCN¥167MCN¥333MCN¥220MCN¥74.2MCN¥68.4M

Quarterly statements and history in the cockpit →

China Resources Boya Bio-pharmaceutical competitor charts

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.

Performance: 6-month against 1-month return

-40%-20%0%+20%-20%0%0006502595BSLNVIYASH261668855360055730070200273768875968851345534887600252300497603538039200688177300294.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. China Resources Boya Bio-pharmaceutical is the large dot.

Fundamentals: revenue growth against valuation

0%+100%+200%20×40×60×000650BSLNVIYASH6005573007020027376885134553300497603538039200300294.SZRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. China Resources Boya Bio-pharmaceutical is the large dot.

China Resources Boya Bio-pharmaceutical competitors and peer comparison

Head to head with its named competitors (300294.SZ vs 002252.SZ vs CSL.AX)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
China Resources Boya Bio-pharmaceutical 300294.SZ$1.06B-18%-27%-19%23.8×n/a
Shanghai RAAS Blood Products 002252.SZ$4.89B-11%-22%17%13.7×n/a
CSL CSL.AX$67.2B+105%-2%26%22.4×7.1%

How China Resources Boya Bio-pharmaceutical compares with its peers

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.

China Resources Boya Bio-pharmaceutical against its 20 peers (data as of 6 Nov 2026)
Measure300294.SZPeer medianRank in peer set
1-month return-2.8%-6.0%10th highest of 21
6-month return-18.5%-15.3%9th lowest of 20
Distance from 52-week high-44.4%-33.7%7th lowest of 21
Revenue growth (TTM)-27.1%+9.7%3rd lowest of 19
Operating margin-18.7%8.1%5th lowest of 19
Forward P/E23.8×21.0×6th most expensive of 14
ROIC minus cost of capital-8.9 pp-0.3 pp4th lowest of 17

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
China Resources Boya Bio-pharmaceutical 300294.SZChina$1.06B-18%-27%-19%23.8×n/an/a
Renhe Pharmacy 000650.SZChina$1.06B-10%-7%14%17.7×-9.4%-7.0%
Genfleet Therapeutics (Shanghai) 2595.HKHong Kong$1.07B-47%-55%-457%n/an/an/a
Basilea Pharmaceutica BSLN.SWSwitzerland$1.07B+27%+5%24%12.4×-5.7%+12.7%
Viyash Scientific VIYASH.NSIndia$1.07B+3%+96%13%30.3×38.6%+20.4%
CStone Pharmaceuticals 2616.HKHong Kong$1.07B-38%+117%-89%n/an/an/a
Sichuan Huiyu Pharmaceutical 688553.SSChina$1.07B-15%+8%7%n/a34.1%-6.0%
Jiangsu Kanion Pharmaceutical 600557.SSChina$1.05B-6%+8%7%21.0×3.4%+1.8%
Zhejiang Tianyu Pharmaceutical 300702.SZChina$1.08B-2%+27%4%22.7×5.0%+3.5%
Sunflower Pharmaceutical 002737.SZChina$1.04B-13%+31%-7%4.8×-6.4%-7.7%
BeBetter Med 688759.SSChina$1.08B-49%n/an/an/an/an/a
Chengdu Easton Biopharmaceuticals 688513.SSChina$1.09B-35%-2%13%26.5×5.5%+7.7%
Towa Pharmaceutical 4553.TJapan$1.03B-16%+7%9%7.0×1.5%+12.1%
SAWAI 4887.TJapan$1.03B-22%+11%9%10.9×n/an/a
Symbiotec Pharmalab SYMBIOTEC.NSIndia$1.03Bn/an/an/an/an/an/a
Chongqing Taiji Industry (Group) 600129.SSChina$1.09B-15%-4%2%26.5×n/an/a
Guangxi Wuzhou Zhongheng 600252.SSChina$1.03B-11%-43%-42%n/a11.9%-13.7%
Jiangxi Fushine Pharmaceutical 300497.SZChina$1.10B-29%+103%24%10.6×8.6%-4.5%
Ningbo Menovo Pharmaceutical 603538.SSChina$1.10B-51%+19%9%49.2×13.9%+4.9%
Oscotec 039200.KSSouth Korea$1.02B-30%+233%62%56.8×-9.5%+18.1%
Bio-Thera Solutions 688177.SSChina$1.10B-14%+24%-44%n/an/an/a

Questions

Who are China Resources Boya Bio-pharmaceutical's main competitors?
Named competitors: Shanghai RAAS Blood Products (002252.SZ), CSL Behring (CSL.AX). The cockpit's measured peer set (industry) also includes Renhe Pharmacy (000650.SZ), Genfleet Therapeutics (Shanghai) (2595.HK), Basilea Pharmaceutica (BSLN.SW), Viyash Scientific (VIYASH.NS), CStone Pharmaceuticals (2616.HK), Sichuan Huiyu Pharmaceutical (688553.SS).
Is China Resources Boya Bio-pharmaceutical expensive compared with its peers?
On forward p/e it trades at 23.8× against a peer median of 21.0×, 6th most expensive of 14 in its peer set.
How has China Resources Boya Bio-pharmaceutical stock performed?
Over six months to 6 Nov 2026 the shares returned -18.5% against -15.3% for the median peer; over one year -42.4%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.