Loading…
Inner Mongolia veterinary biologics maker best known for foot-and-mouth disease vaccines for pigs and cattle.
Inner Mongolia veterinary biologics maker best known for foot-and-mouth disease vaccines for pigs and cattle.
Sells vaccines both to provincial animal-husbandry bureaus that buy for mandatory immunisation programmes and to farms directly, so a government purchase cycle and the size of herds set demand.
In one line: A livestock-vaccine Zoetis, but China-only.
Moat: narrow (regulatory licence, scale). One of a small number of licensed FMD-vaccine producers under China's state biosecurity program.
Headquarters: Hohhot, Inner Mongolia, China · Employees: 1,881
Size Jinyu Bio-Technology (600201.SS) is a China Health Care company (Pharmaceuticals: Major) with a market value of $2.04B, the 1236th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥12.47 on 6 Nov 2026.
Performance Over six months the shares fell 14.5%, against -6.3% for the median peer and -16.4% for the China market (cap-weighted) — 9th lowest of 21 in its peer set.
Growth Revenue grew 21.9% over the last twelve months (peer median +3.5%); the operating margin is 9.7% (peer median 12.8%).
Valuation It trades at 62.4× forward earnings against a peer median of 21.0× (3rd most expensive of 19).
Price implies For today's price to make sense, revenue must grow about 24% a year for seven years (Req g). Recent delivered growth is -2%, so the hurdle is +27 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 2.5 points below its cost of capital (8.8% WACC).
Next results Next results expected around 16 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥1.60B | CN¥1.39B | CN¥1.23B | CN¥1.59B | CN¥1.52B |
| Revenue growth | — | +13% | -22% | +5% | — |
| Gross profit | CN¥997M | CN¥621M | CN¥571M | CN¥882M | CN¥759M |
| EBITDA | n/a | CN¥258M | CN¥251M | CN¥436M | CN¥452M |
| Net income | CN¥165M | CN¥100M | CN¥109M | CN¥284M | CN¥211M |
| Free cash flow | CN¥259M | CN¥222M | CN¥255M | CN¥166M | CN¥190M |
| Capital expenditure | CN¥123M | CN¥121M | CN¥89.7M | CN¥273M | CN¥190M |
| Total debt | CN¥334M | CN¥75.7M | CN¥161M | CN¥218M | CN¥24.5M |
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 |
|---|---|---|---|---|---|---|
| Jinyu Bio-Technology 600201.SS | $2.04B | -15% | +22% | 10% | 62.4× | 24.4% |
| Pulike Biological Engineering 603566.SS | $475M | -22% | -9% | 5% | 21.0× | 5.7% |
| Zoetis ZTS | $32.8B | -4% | +1% | 38% | 12.8× | -4.3% |
| Tianjin Ringpu Bio-technology 300119.SZ | $1.18B | -4% | -9% | 11% | 19.6× | 5.8% |
| China Animal Husbandry Industry 600195.SS | $960M | -17% | +1% | 2% | 35.8× | 6.6% |
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 | 600201.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +7.6% | -1.2% | 6th highest of 21 |
| 6-month return | -14.5% | -6.3% | 9th lowest of 21 |
| Distance from 52-week high | -34.4% | -28.9% | 10th lowest of 21 |
| Revenue growth (TTM) | +21.9% | +3.5% | 2nd highest of 21 |
| Operating margin | 9.7% | 12.8% | 10th lowest of 21 |
| Forward P/E | 62.4× | 21.0× | 3rd most expensive of 19 |
| Growth the price implies (Req g, 7 yrs) | 24.4% | 4.9% | 5th most demanding of 17 |
| Growth delivered (Del g) | -2.4% | +7.9% | 3rd lowest of 17 |
| Hurdle (Req g minus delivered) | +26.9 pp | -1.7 pp | 4th most demanding of 17 |
| ROIC minus cost of capital | -2.5 pp | -0.4 pp | 10th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Jinyu Bio-Technology 600201.SS | China | $2.04B | -15% | +22% | 10% | 62.4× | 24.4% | -2.4% |
| Prestige Consumer Healthcare PBH | United States | $2.04B | -18% | -1% | 26% | 9.3× | -0.2% | +2.9% |
| Henan Lingrui Pharmaceutial 600285.SS | China | $2.02B | +7% | +5% | 22% | 15.9× | -4.8% | +10.6% |
| Qingdao Baheal Medical 301015.SZ | China | $2.02B | +4% | -6% | 8% | 23.5× | 11.9% | +5.0% |
| Grand Pharmaceutical 0512.HK | Hong Kong | $2.01B | -27% | +7% | 13% | 9.8× | 1.2% | +14.1% |
| Alembic Pharmaceuticals APLLTD.NS | India | $2.01B | +24% | +20% | 12% | 24.4× | 25.0% | +6.5% |
| Anhui Anke Biotechnology (Group) 300009.SZ | China | $2.01B | -9% | -9% | 30% | 19.3× | 9.1% | +9.3% |
| BrightGene Bio-Medical Technology 688166.SS | China | $2.00B | -51% | +14% | 7% | 87.6× | 38.5% | +9.2% |
| United Laboratories International 3933.HK | Hong Kong | $2.00B | -19% | -13% | 5% | 14.5× | 3.7% | +7.8% |
| Harbin Pharmaceutical 600664.SS | China | $2.10B | +55% | +2% | 5% | 23.1× | -2.9% | +8.2% |
| ApicHope Pharmaceutical 300723.SZ | China | $1.99B | -28% | -28% | -50% | 25.7× | 14.0% | -11.0% |
| Zymeworks ZYME | United States | $2.10B | +24% | -70% | -419% | 12.0× | n/a | n/a |
| Sino Biological 301047.SZ | China | $1.98B | +50% | +20% | 17% | 63.8× | 36.8% | -15.1% |
| Dermapharm DMP.DE | Germany | $2.11B | -25% | 0% | 22% | 14.5× | -3.8% | +8.0% |
| Zhejiang Jiuzhou Pharmaceutical 603456.SS | China | $2.12B | +17% | -1% | 14% | 17.5× | 2.4% | +15.7% |
| Tonghua Golden-Horse Pharmaceutical Industry 000766.SZ | China | $2.12B | -41% | -18% | 9% | n/a | 37.9% | +0.9% |
| CSPC Hunan Jingfeng Pharmaceutical 000908.SZ | China | $2.13B | -27% | +5% | -18% | n/a | n/a | n/a |
| Shilpa Medicare SHILPAMED.NS | India | $1.95B | +113% | +28% | 21% | 62.1× | n/a | n/a |
| Tibet Rhodiola Pharmaceutical 600211.SS | China | $1.95B | 0% | +13% | 27% | 13.0× | -0.5% | +16.7% |
| Nanjing King-friend Biochemical Pharmaceutical 603707.SS | China | $2.15B | -3% | +9% | 14% | 22.8× | 6.1% | +6.4% |
| OneSource Specialty Pharma ONESOURCE.NS | India | $1.94B | -12% | +11% | 6% | 45.0× | n/a | n/a |