Added to YB: 2025-07-29
Pitch date: 2025-07-25
600085.SS [neutral]
Beijing Tongrentang Co., Ltd
-10.69%
current return
Author Info
Panda Perspectives helps manage a China Long-only and an Asia Pacific long/short funds with PACAT Capital Management in Hong Kong. Sign up for the newsletter.
Company Info
Beijing Tongrentang Co., Ltd engages in the scientific research, production, distribution, and sale of Chinese medicines in China.
Market Cap
CNY 49.7B
Pitch Price
CNY 36.28
Price Target
N/A
Dividend
1.38%
EV/EBITDA
14.02
P/E
32.45
EV/Sales
2.72
Sector
Pharmaceuticals
Category
growth
Heritage to Hardware: Traditional Chinese Medicine’s Leap into Digital Health - Beijing Tongrentang Co., Ltd.
600085.SS (quick overview): 355-year-old imperial TCM pharmacy transforming into AI-powered healthcare platform. 87.3% AI diagnostic accuracy across 2,847 locations, generating ¥890M digital revenue. Omnichannel ecosystem yields 45% higher customer LTV vs competitors. Strong financials from heritage brand premium pricing. Digital transformation + international expansion create growth opportunities while maintaining cultural authenticity.
Read full article (4 min)