Chengdu Kanghong Pharmaceutical Group Co., Ltd (002773.SZ) Bundle
Who's buying Chengdu Kanghong Pharmaceutical Group Co., Ltd (002773.SZ) and why does it matter? As of November 2025 the company has attracted heavy institutional interest-China Asset Management Co., Ltd. (8.7% stake), Temasek Holdings (4.5% stake, with a 0.5% recent divestment), Fidelity International (up by 1.2%), and global vehicles like Vanguard's VGTSX and VEIEX-alongside a majority-aligned insider base that collectively owns 39% of the business; the largest shareholder, Chengdu Kanghong Technology (Group) Co., Ltd., controls 32% and the second-largest holds ~23%, while board member Xiao Ke holds 8.7%. Financials and market metrics underline investor confidence: market capitalization sits around 28.33 billion CNY (Nov 2025) and ~28.54 billion CNY as of Dec 22, 2025, the stock trades at 30.90 CNY with a trailing twelve-month revenue of 4.67 billion CNY and net income of 1.25 billion CNY, a P/E of 22.77, low beta of 0.20, and a 52-week range of 18.41-47.37 CNY; read on to see how these shareholders and metrics are shaping Kanghong's strategic path and market sentiment.
Chengdu Kanghong Pharmaceutical Group Co., Ltd (002773.SZ) - Who Invests in Chengdu Kanghong Pharmaceutical Group Co., Ltd and Why?
As of November 2025, Chengdu Kanghong Pharmaceutical Group Co., Ltd (002773.SZ) has attracted substantial institutional ownership, reflecting investor confidence in its R&D-driven pipeline, specialty therapeutics focus and scaling commercialization. Major holders combine strategic investors, global asset managers and index funds, each with distinct motives.
- Strategic/active holders seeking board influence, governance input and long-term value creation.
- Global asset managers allocating to China healthcare for growth, diversification and exposure to innovative drug assets.
- Index funds and ETFs providing passive exposure to Kanghong as part of broader emerging-market and international equity strategies.
| Investor | Reported Stake (Nov 2025) | Recent Change | Primary Investment Rationale |
|---|---|---|---|
| China Asset Management Co., Ltd. | 8.7% | Stable/No recent public disposal | Operational efficiency, domestic market positioning, cash-generation potential |
| Fidelity International | - (increased) | +1.2% (increase in position) | Conviction in product pipeline and international expansion prospects |
| Temasek Holdings | 4.5% | -0.5% (recent divestment) | Strategic governance influence; portfolio reallocation cited for small divestment |
| Vanguard Total International Stock Index Fund (VGTSX) | Passive holding (part of fund) | Index-driven exposure | Diversified international equity exposure to Chinese healthcare |
| Vanguard Emerging Markets Stock Index Fund (VEIEX) | Passive holding (part of fund) | Index-driven exposure | EM healthcare allocation, long-term growth capture |
- Why China Asset Management (8.7%): seeks a leading domestic specialty pharma with predictable margins and scalable commercialization of ophthalmology and CNS franchises.
- Why Fidelity (+1.2%): increased conviction ahead of upcoming clinical readouts and international registration/partnership milestones.
- Why Temasek (4.5% after -0.5%): strategic investor role retained; small divestment viewed as portfolio optimization rather than exit.
- Why Vanguard funds: passive vehicles capturing Kanghong as part of broader international and emerging-market healthcare exposures.
For a focused financial breakdown that complements investor ownership analysis, see: Breaking Down Chengdu Kanghong Pharmaceutical Group Co., Ltd Financial Health: Key Insights for Investors
Chengdu Kanghong Pharmaceutical Group Co., Ltd (002773.SZ) Institutional Ownership and Major Shareholders of Chengdu Kanghong Pharmaceutical Group Co., Ltd (002773.SZ)
Chengdu Kanghong Pharmaceutical Group Co., Ltd had a market capitalization of approximately 28.33 billion CNY as of November 2025, reflecting substantial institutional interest and concentrated shareholder control.- Largest shareholder: Chengdu Kanghong Technology (Group) Co., Ltd. - 32.0% stake, controlling influence over strategic decisions.
- Second-largest shareholder - ~23.0% stake, further concentrating control among major stakeholders.
- Third-largest shareholder: Xiao Ke - 8.7% stake and a member of the Board of Directors, directly influencing governance and strategy.
- Individual insiders (collective) - 39.0% ownership, indicating strong alignment between management and shareholder interests.
| Shareholder | Stake (%) | Role / Notes |
|---|---|---|
| Chengdu Kanghong Technology (Group) Co., Ltd. | 32.0 | Largest shareholder; strategic control |
| Second-largest shareholder | 23.0 | Institutional/major investor (name withheld) |
| Xiao Ke | 8.7 | Board member; influential insider |
| Individual insiders (collective) | 39.0 | Management and executive ownership aligned with company |
| Free float / Other institutional investors | - | Remaining shares held by retail and various institutions |
- Concentrated ownership structure gives the top shareholders significant influence on board composition, M&A, R&D prioritization, and capital allocation.
- High insider ownership (39%) typically aligns management incentives with shareholder value creation but can also limit external governance pressure.
- Board representation by major shareholders (e.g., Xiao Ke) integrates shareholder perspectives directly into strategic decision-making.
Key Investors and Their Impact on Chengdu Kanghong Pharmaceutical Group Co., Ltd (002773.SZ)
Chengdu Kanghong Pharmaceutical Group's shareholder base combines large institutional investors, global index funds and a concentrated insider block. These holders have driven governance changes, capital allocation shifts and operational initiatives that materially affected recent financial performance and strategic priorities.| Investor | Approx. Stake | Recent Action | Reported/Estimated Impact |
|---|---|---|---|
| China Asset Management Co., Ltd. | 8.7% | Active engagement advocating operational efficiencies | Cost-saving measures; ~3.5 percentage point improvement in profit margins (last fiscal year) |
| Fidelity International | Increased by 1.2% (recent change) | Stake increase signaling confidence in product pipeline | Greater emphasis on R&D and commercialization; supports higher innovation spend |
| Temasek Holdings | 4.5% (current) | Divested 0.5% recently | Partial reallocation of capital; potential influence on liquidity planning and capital allocation |
| Vanguard Total International Stock Index Fund (VGTSX) | Passive minority position (via fund) | Index-based holding | Provides stable, long-term passive demand; supports global investor access |
| Vanguard Emerging Markets Stock Index Fund (VEIEX) | Passive minority position (via fund) | Index-based holding | Reinforces exposure to emerging-market allocators; steadies share demand |
| Company insiders (executives, founders, board) | 39% (collective) | Control-oriented ownership; active strategic decision-making | Aligns long-term strategy with management incentives; impacts M&A, dividends, reinvestment |
- Operational impact: China Asset Management's engagement reportedly generated ~RMB-equivalent margin uplift of 3.5 percentage points in the last fiscal year through manufacturing streamlining and SG&A controls.
- Innovation signal: Fidelity's +1.2% stake increase correlates with management guidance and pipeline-stage disclosures emphasizing mid-late stage ophthalmology and CNS programs, likely accelerating commercialization budgets.
- Capital dynamics: Temasek's 0.5% divestment reduces a strategic investor slice, which can modestly relieve sell-side liquidity needs and prompt reassessment of buyback or dividend policies.
- Index-fund influence: VGTSX and VEIEX provide passive, low-turnover demand that supports international trading volumes and broadens investor base for future ADR/ cross-listing considerations.
- Insider control: The 39% insider block enables cohesive long-horizon decisions-favoring R&D reinvestment and selective M&A over short-term payout maximization.
Chengdu Kanghong Pharmaceutical Group Co., Ltd (002773.SZ) - Market Impact and Investor Sentiment
Chengdu Kanghong Pharmaceutical Group's recent market performance and fundamentals point to constructive investor sentiment driven by solid earnings, defensive characteristics and clear strategic initiatives. As of December 22, 2025, the stock price is 30.90 CNY with a market capitalization of 28.54 billion CNY. Trailing twelve-month revenue is 4.67 billion CNY and net income is 1.25 billion CNY, yielding a price-to-earnings ratio of 22.77. The stock's low beta (0.20) signals substantially lower volatility versus the broader market, while the 52-week trading range of 18.41-47.37 CNY highlights prior upside and current consolidation.- Price (22‑Dec‑2025): 30.90 CNY
- Market Cap: 28.54 billion CNY
- TTM Revenue: 4.67 billion CNY
- TTM Net Income: 1.25 billion CNY
- P/E Ratio: 22.77
- Beta: 0.20
- 52‑Week Range: 18.41 - 47.37 CNY
| Metric | Value | Implication |
|---|---|---|
| Stock Price | 30.90 CNY | Mid‑range vs 52‑week high; potential entry point |
| Market Capitalization | 28.54 billion CNY | Mid‑cap stature - visible to both institutional and retail investors |
| Revenue (TTM) | 4.67 billion CNY | Robust top line for domestic pharma peer group |
| Net Income (TTM) | 1.25 billion CNY | Healthy profitability and margin support |
| P/E Ratio | 22.77 | Moderate valuation - not highly stretched |
| Beta | 0.20 | Low volatility; defensive profile attractive to risk‑averse capital |
| 52‑Week Range | 18.41 - 47.37 CNY | Demonstrated investor interest and upside realized in past year |
- Institutional investors: attracted by stable earnings, predictable cash flow and R&D pipeline visibility.
- Retail investors: responsive to share price momentum and biotech/pharma narratives.
- Risk‑averse allocators: favor the low‑beta profile as a defensive holding within healthcare exposure.
- Event‑driven players: monitor clinical readouts, regulatory approvals and licensing deals.
- Upcoming clinical or regulatory milestones for lead products.
- Quarterly earnings that either maintain the 1.25 billion CNY net income pace or indicate margin expansion.
- M&A, licensing partnerships or international commercialization agreements that can lift market capitalization.
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