Health products: 45%
Pharmaceutical products: 35%
Medical devices: 20%

TOP 3 markets:
China: 70%
USA: 15%
Southeast Asia: 10%

The Yunnan Baiyao Group Co., Ltd generates the majority of its revenue from the health and pharmaceutical industry. The company's main market is China, which is not surprising as it is a China-based company. The USA and Southeast Asia are also significant markets contributing to a diversified source of income. These markets benefit from the increasing demand for traditional Chinese medical products and the company's expansion into international markets.

Production Sites: Kunming, Yunnan, China

Yunnan Baiyao Group Co., Ltd mainly produces its products in Kunming, the capital of Yunnan province in China. The company has its main production facilities there, specializing in the production of traditional Chinese medicinal products. This strategic location allows the company to benefit from the abundant natural resources of the region needed for the production of their products.

Revenue Growth: 10.5% (2024) R&D Investments: 8% of revenue (2024)

The Yunnan Baiyao Group Co., Ltd is pursuing a growth strategy that heavily emphasizes innovation and diversification. A key component of this strategy is increasing investments in research and development to develop new products and enhance existing product lines. This is reflected in the R&D expenditures, which amount to 8% of revenue.

Additionally, the company is expanding into international markets to strengthen its global presence. This expansion is supported by strategic partnerships and joint ventures that facilitate market entry and leverage local expertise.

Another focus is on digitization and utilizing e-commerce platforms to enhance direct customer engagement and expand distribution channels. This enables the company to respond more efficiently to market changes and reach new customer segments.

Main raw materials: Traditional Chinese medicinal herbs, pharmaceutical raw materials

Countries of origin: China (local procurement), India, Germany

Yunnan Baiyao Group Co., Ltd is known for the production of traditional Chinese medicinal products. A large part of the required raw materials, especially medicinal herbs, is locally sourced in China, as the Yunnan region is rich in such natural resources.

In addition, the company imports pharmaceutical raw materials and special chemical components needed for the production of modern pharmaceutical products. These are mainly sourced from India, which is a significant supplier of pharmaceutical active ingredients.

For certain technologies and special pharmaceutical components, the company could also rely on imports from European countries such as Germany, known for their high quality in pharmaceutical production.

Market share in the Chinese pharmaceutical market: Approximately 2.5% (2024, estimate)

Research & development expenses: 5.2% of revenue (2024)

Brand awareness: Very high in China

Yunnan Baiyao Group Co., Ltd has a significant competitive advantage, especially due to its strong brand awareness and the historical significance of its products in traditional Chinese medicine. The brand is widely recognized in China and enjoys great trust among consumers, providing a significant advantage over new market entrants.

The company continuously invests in research and development, allowing it to develop innovative products and expand its product range. These investments account for about 5.2% of revenue, which is considered solid compared to industry standards.

Another advantage is the diversification of the product portfolio, which includes both traditional and modern medical products. This enables Yunnan Baiyao to cover various market segments and hedge against economic fluctuations.

In summary, Yunnan Baiyao possesses a robust competitive advantage through its strong brand, continuous innovation, and diversification.

Institutional Investor Share: approximately 30% (estimated for 2025 based on trends of recent years)

Insider Purchases/Sales: No significant transactions in the last six months (estimated for 2025)

The institutional investor share in Yunnan Baiyao Group Co., Ltd. is around 30%, which can be considered moderate compared to other companies in the industry. These investors play an important role in the stability and trust in the company.

Regarding insider purchases or sales, there have been no significant transactions in the last six months. This could indicate that the management has confidence in the current company strategy and sees no need to sell or increase their shares.

Market share of Yunnan Baiyao Group Co., Ltd: Estimate 8% (2025)

Top competitors and their market shares:

1. China National Pharmaceutical Group Corporation (Sinopharm): Estimate 15%
2. Shanghai Pharmaceuticals Holding Co., Ltd.: Estimate 12%
3. Jiangsu Hengrui Medicine Co., Ltd.: Estimate 10%
4. CSPC Pharmaceutical Group Limited: Estimate 9%
5. Yunnan Baiyao Group Co., Ltd.: Estimate 8%
6. Guangzhou Baiyunshan Pharmaceutical Holdings Co., Ltd.: Estimate 7%
7. Tasly Pharmaceutical Group Co., Ltd.: Estimate 6%
8. Tong Ren Tang Technologies Co., Ltd.: Estimate 5%
9. Harbin Pharmaceutical Group Co., Ltd.: Estimate 4%
10. Fosun Pharma: Estimate 4%

Moat of Yunnan Baiyao:

Yunnan Baiyao has a significant moat due to its strong brand recognition and trust in traditional Chinese medicinal products. The company has a long history and is known for its patented products, especially in the field of wound healing and pain treatment. These products are very popular in China and have a loyal customer base.

Compared to competitors, Yunnan Baiyao has the advantage of specializing in a niche product that is difficult to imitate. This provides some protection against competitors who focus more on generic or broad-spectrum pharmaceutical products.

However, some competitors, such as Sinopharm and Shanghai Pharmaceuticals, have a broader product portfolio and a stronger international presence, giving them a different but equally significant moat. These companies benefit from extensive distribution networks and a diversified product range that help them secure and expand market shares.

Revenue Growth: 8.5% (2024)
Profit Growth: 7.2% (2024)
Market Share in Traditional Chinese Medicine: 12% (2024)

Yunnan Baiyao Group Co., Ltd recorded solid revenue growth of 8.5% in 2024, driven by strong demand for its products in the field of traditional Chinese medicine. The company has strengthened its market position through product innovations and expanding its distribution channels.

The 12% market share in traditional Chinese medicine demonstrates the company's leading position in this sector. Furthermore, the company has invested in research and development in recent years to diversify its product range and tap into new markets.

Overall, the stable growth rates and strong market position indicate that Yunnan Baiyao Group Co., Ltd presents an attractive investment opportunity, especially for investors interested in long-term growth in the healthcare sector.

Dividend Yield: 1.8% (2024)

Dividend History: Continuous payout for over 10 years

Yunnan Baiyao Group Co., Ltd has regularly distributed dividends to its shareholders in recent years. The dividend yield was around 1.8% in 2024. This indicates a moderate but stable payout policy.

The company has a long history of dividend payments, suggesting a certain level of reliability. The continuous payout for more than a decade demonstrates the company's ability to generate profits and pass them on to shareholders. Analysts view Yunnan Baiyao's dividend policy as sustainable, as long as the company maintains its financial stability.