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Added to YB: 2025-07-29

Pitch date: 2025-07-25

000538.SZ [neutral]

Yunnan Baiyao Group Co.,Ltd

+0.49%

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

Yunnan Baiyao Group Co.,Ltd engages in the pharmaceutical business in China, Southeast Asia, Europe, the United States, Japan, and internationally.

Market Cap

CNY 100.9B

Pitch Price

CNY 55.56

Price Target

N/A

Dividend

2.10%

EV/EBITDA

16.59

P/E

20.26

EV/Sales

2.18

Sector

Pharmaceuticals

Category

growth

Show full summary:
Heritage to Hardware: Traditional Chinese Medicine’s Leap into Digital Health - Yunnan Baiyao Group

000538.SZ (quick overview): Yunnan Baiyao, founded 1902, leverages secret TCM formula with strong IP protection to build diversified healthcare platform. Expanded beyond traditional medicine into consumer health and pharmaceuticals. Premium pricing power reflects strong brand equity. Strategic advantages: proprietary formula exclusivity, brand strength, scientific validation of TCM with modern standards.

Read full article (3 min)