价值投资选股就是选企业,好的企业是:生意模式易于理解且能持续发展,不会经常变动,经营前景良好;企业管理人员稳定且品德良好,才干出色,不断提高企业的竞争力(即加宽企业的护城河),持续为股东创造好的回报。
具体到数据指标上:好的企业综合上看ROE高且稳定,良好的生意和企业竞争力体现出高的毛利率,稳定出色的企业管理会有长期而稳定的收益增长率(不管过去还是未来)。
股票代码 | 股票名称 | 所属分类 | 所属行业 | 最新市值 | 最新股价 | 动态市盈率 | 市净率PB | 毛利率 | 净益率ROE | 股息率 | 负债率 | 历史净利增长率 | 预估净利增长率 | 假设估值PE | 三年预期收益率 | 操作 |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
600809 | 山西汾酒 | 主要消费 | 酿酒行业 | 2607 | 213.7 | 21.1 | 8.64 | 75.31% | 43.06% | 2% | 40.28% | 22.65% | 15.79% | 15 | -8.91% | |
300274 | 阳光电源 | 工业 | 光伏设备 | 1178 | 56.8 | 12 | 6.57 | 30.36% | 40.96% | 0.97% | 56.78% | 59.97% | 17.76% | 15 | 11.75% | |
002847 | 盐津铺子 | 主要消费 | 食品饮料 | 243 | 89.23 | 36.97 | 9.16 | 33.54% | 38.92% | 2.83% | 38.09% | 30.47% | 25.11% | 15 | 4.51% | |
603283 | 赛腾股份 | 工业 | 专用设备 | 90 | 45.22 | 11.85 | 6.09 | 46.92% | 35.28% | 0% | 37.32% | 40.25% | 19.24% | 15 | 28.23% | |
000568 | 泸州老窖 | 主要消费 | 酿酒行业 | 1863 | 126.55 | 13.05 | 5.27 | 88.3% | 35.07% | 3.61% | 22.49% | 15.41% | 7.49% | 15 | 12.25% | |
300795 | 米奥会展 | 工业 | 文化传媒 | 45 | 19.58 | 25.87 | 6.53 | 50.09% | 34.35% | 2.82% | 0% | 23.88% | 24.97% | 15 | 105.1% | |
300760 | 迈瑞医疗 | 医药卫生 | 医疗器械 | 2603 | 214.71 | 21.02 | 9.14 | 66.16% | 33.64% | 0.51% | 0% | 26.87% | 15.71% | 15 | -24.19% | |
603198 | 迎驾贡酒 | 主要消费 | 酿酒行业 | 392 | 49.04 | 14.95 | 6.73 | 71.37% | 29.97% | 1.78% | 29.95% | 14.56% | 15.71% | 15 | -8.86% | |
603605 | 珀莱雅 | 主要消费 | 美容护理 | 305 | 77.01 | 21.09 | 9.73 | 69.93% | 29.94% | 0.83% | 36.68% | 20.95% | 22.7% | 15 | -24.24% | |
002517 | 恺英网络 | 信息技术 | 游戏 | 348 | 16.29 | 20.97 | 4.5 | 83.47% | 28.85% | 0.84% | 16.91% | 32.22% | 18.05% | 15 | 45.28% | |
002027 | 分众传媒 | 可选消费 | 文化传媒 | 1007 | 6.97 | 19.38 | 6.47 | 65.48% | 28.42% | 4.67% | 32.12% | 28.33% | 9.96% | 15 | -5.73% | |
000651 | 格力电器 | 可选消费 | 家电行业 | 2543 | 45.4 | 8.23 | 2.29 | 30.57% | 26.53% | 4.96% | 68.91% | 21.14% | 8.22% | 15 | 107.01% | |
300529 | 健帆生物 | 医药卫生 | 医疗器械 | 176 | 22 | 24.26 | 9.05 | 80.78% | 26.43% | 1.22% | 18.26% | 20.11% | 16.61% | 15 | -60.04% | |
300693 | 盛弘股份 | 工业 | 电源设备 | 92 | 29.4 | 21.44 | 5.47 | 39.2% | 26.39% | 1.2% | 27.06% | 32.61% | 27.1% | 15 | 45.82% | |
603129 | 春风动力 | 可选消费 | 交运设备 | 250 | 163.84 | 15.53 | 4.56 | 30.06% | 26.25% | 1.27% | 46.5% | 37.9% | 22.02% | 15 | 11.41% | |
603369 | 今世缘 | 主要消费 | 酿酒行业 | 608 | 48.77 | 16.96 | 4.46 | 78.34% | 25.92% | 1.94% | 26.92% | 15.91% | 12.79% | 15 | 5.04% | |
603025 | 大豪科技 | 信息技术 | 专用设备 | 145 | 13.05 | 23.96 | 7.07 | 41.86% | 25.89% | 2.19% | 9.3% | 5.56% | 21.39% | 15 | -27.54% | |
002158 | 汉钟精机 | 工业 | 通用设备 | 93 | 17.32 | 10.47 | 2.83 | 40.32% | 25.81% | 2.87% | 42.62% | 23.46% | 7.08% | 15 | 47.64% | |
300628 | 亿联网络 | 电信业务 | 通信设备 | 418 | 33.05 | 15.81 | 6.4 | 65.72% | 25.64% | 2.13% | 4.92% | 33.19% | 13.86% | 15 | -16.7% | |
600988 | 赤峰黄金 | 原材料 | 贵金属 | 525 | 27.65 | 29.78 | 4.93 | 43.84% | 25.13% | 0.25% | 41.51% | 19.2% | 25.94% | 15 | -27.21% | |
000858 | 五粮液 | 主要消费 | 酿酒行业 | 5010 | 129.06 | 15.51 | 4.83 | 75.79% | 25.06% | 2.87% | 22.91% | 17.3% | 8.24% | 15 | -8.9% | |
002690 | 美亚光电 | 信息技术 | 专用设备 | 152 | 17.21 | 23.39 | 5.95 | 50.43% | 24.31% | 4.38% | 19.91% | 14.79% | 12.51% | 15 | 13.16% | |
603855 | 华荣股份 | 工业 | 专用设备 | 65 | 19.34 | 14.12 | 3.7 | 46.73% | 23.25% | 5% | 40.79% | 8.61% | 14.48% | 15 | 56.41% | |
300729 | 乐歌股份 | 可选消费 | 家用轻工 | 47 | 13.85 | 14.07 | 1.78 | 36.53% | 23.15% | 2.32% | 37.34% | 33.77% | 17.44% | 15 | 186.42% | |
603091 | 众鑫股份 | 家用轻工 | 45 | 44.35 | 14 | 2.68 | 35% | 23.09% | 0% | 0% | 23.88% | 16.19% | 0 | -100% | ||
002236 | 大华股份 | 信息技术 | 计算机设 | 527 | 15.98 | 17.58 | 1.6 | 42.04% | 22.43% | 2.22% | 50.34% | 33.26% | 13.34% | 15 | 192.97% | |
603088 | 宁波精达 | 工业 | 通用设备 | 42 | 9.63 | 28.56 | 4.63 | 41.97% | 22.39% | 3.97% | 32.31% | 10.81% | 18.8% | 15 | 23.86% | |
603568 | 伟明环保 | 工业 | 环保行业 | 323 | 18.92 | 11.93 | 3.13 | 51.76% | 22.24% | 1.15% | 41.18% | 32.49% | 16.04% | 15 | 30.39% | |
000848 | 承德露露 | 主要消费 | 食品饮料 | 102 | 9.69 | 16.05 | 2.94 | 41.46% | 22.02% | 4.69% | 27.69% | 10.59% | 6.92% | 15 | 31.27% | |
002001 | 新和成 | 医药卫生 | 化学制药 | 686 | 22.33 | 11.69 | 2.72 | 41.78% | 21.78% | 1.99% | 23.03% | 23.92% | 10.05% | 15 | -22.94% | |
603288 | 海天味业 | 主要消费 | 食品饮料 | 2366 | 42.55 | 37.29 | 9.56 | 37% | 21.76% | 1.37% | 27.99% | 15.76% | 10.12% | 15 | -58% | |
300124 | 汇川技术 | 工业 | 电子元件 | 1730 | 64.22 | 36.23 | 6.57 | 33.55% | 21.66% | 0.72% | 36.71% | 33.01% | 12.98% | 15 | -38.34% | |
002595 | 豪迈科技 | 工业 | 专用设备 | 451 | 56.35 | 22.41 | 3.87 | 34.3% | 21.44% | 1.35% | 15.22% | 20.18% | 15.19% | 15 | 0.59% | |
600563 | 法拉电子 | 信息技术 | 电子元件 | 236 | 104.85 | 22.7 | 4.91 | 33.37% | 21.13% | 1.94% | 12.9% | 15.65% | 24.79% | 15 | 28.52% | |
002572 | 索菲亚 | 可选消费 | 装修建材 | 158 | 16.37 | 12.81 | 2.64 | 36.15% | 20.87% | 5.51% | 30.39% | 30.72% | 6.06% | 15 | 36.14% | |
002555 | 三七互娱 | 信息技术 | 游戏 | 355 | 16.03 | 13.27 | 3.14 | 78.63% | 20.58% | 2.07% | 20.45% | 31.42% | 7.78% | 15 | 25.9% | |
603100 | 川仪股份 | 工业 | 仪器仪表 | 115 | 22.48 | 15.03 | 2.03 | 34.2% | 20.42% | 3.61% | 57.04% | 13.41% | 12.38% | 15 | 49.73% | |
002832 | 比音勒芬 | 可选消费 | 纺织服装 | 100 | 17.47 | 10.9 | 2.88 | 78.61% | 20.31% | 4.12% | 16.69% | 28.66% | 9.37% | 15 | 29.37% | |
002568 | 百润股份 | 主要消费 | 酿酒行业 | 242 | 23.02 | 33.62 | 5.78 | 66.7% | 20.24% | 0% | 23.17% | 28.16% | 7.89% | 15 | -36.25% | |
600887 | 伊利股份 | 主要消费 | 食品饮料 | 1855 | 29.14 | 15.57 | 3.49 | 32.58% | 20.2% | 4.13% | 48.8% | 21.52% | 5.98% | 15 | 0.73% | |
603444 | 吉比特 | 信息技术 | 游戏 | 164 | 227.1 | 16.78 | 3.56 | 87.86% | 19.79% | 0% | 21.86% | 29.41% | 10.43% | 15 | 29.29% | |
002415 | 海康威视 | 信息技术 | 计算机设 | 2616 | 28.33 | 21.62 | 4.09 | 44.44% | 19.64% | 2.79% | 40.66% | 28.2% | 14.96% | 15 | 7.28% | |
002749 | 国光股份 | 原材料 | 农药兽药 | 73 | 15.64 | 19.97 | 3.19 | 45.43% | 19.44% | 1.79% | 13.12% | 10.43% | 18.93% | 15 | 26.53% | |
603277 | 银都股份 | 工业 | 通用设备 | 85 | 19.99 | 14.55 | 4.24 | 43.5% | 19.06% | 3.61% | 16.91% | 19.59% | 18.63% | 15 | 10.22% | |
002605 | 姚记科技 | 可选消费 | 游戏 | 105 | 25.27 | 24.44 | 3.3 | 37.63% | 18.96% | 3.55% | 15.56% | 19.41% | 12.11% | 15 | 15.24% | |
300415 | 伊之密 | 工业 | 专用设备 | 94 | 19.98 | 14.99 | 4.27 | 33.25% | 18.9% | 1.65% | 53.71% | 18.21% | 18.81% | 15 | 5.73% | |
300015 | 爱尔眼科 | 医药卫生 | 医疗服务 | 1186 | 12.72 | 32.69 | 7.63 | 50.79% | 18.88% | 0.94% | 41.24% | 37.7% | 13% | 15 | -50.43% | |
002270 | 华明装备 | 工业 | 电网设备 | 136 | 15.2 | 20.68 | 5.03 | 48.8% | 18.74% | 3.1% | 31.26% | 15.29% | 15.42% | 15 | -20.83% | |
601100 | 恒立液压 | 工业 | 工程机械 | 972 | 72.52 | 38.33 | 5.77 | 41.9% | 18.69% | 1.11% | 37.08% | 24.43% | 13.66% | 15 | -34.97% | |
601567 | 三星医疗 | 工业 | 电网设备 | 372 | 26.39 | 16.7 | 4.43 | 33.99% | 18.51% | 1.86% | 40.33% | 23.73% | 22.08% | 15 | 5.6% | |
300009 | 安科生物 | 医药卫生 | 生物制品 | 135 | 8.08 | 19.12 | 4.39 | 77.39% | 18.21% | 2.54% | 21.9% | 23.54% | 19.52% | 15 | 32.87% | |
300360 | 炬华科技 | 信息技术 | 电网设备 | 79 | 15.38 | 11.9 | 2.3 | 44.83% | 18.16% | 3% | 19.4% | 24.02% | 14.15% | 15 | 60.42% | |
002372 | 伟星新材 | 工业 | 装修建材 | 196 | 12.3 | 20.55 | 5.14 | 41.72% | 18.11% | 5.35% | 23.52% | 19.06% | 10.34% | 15 | 21.23% | |
002028 | 思源电气 | 工业 | 电网设备 | 564 | 72.43 | 27.51 | 5.18 | 31.25% | 18.05% | 0.54% | 33.57% | 21.85% | 25.13% | 15 | -19.67% | |
002947 | 恒铭达 | 信息技术 | 消费电子 | 80 | 31.14 | 17.46 | 3.73 | 32.47% | 18.03% | 1.46% | 0% | 18.87% | 33.95% | 15 | 29.39% | |
603233 | 大参林 | 医药卫生 | 医药商业 | 199 | 17.46 | 23.39 | 2.68 | 35.9% | 18.01% | 1.9% | 51.87% | 20.56% | 5.25% | 15 | 10.58% | |
300453 | 三鑫医疗 | 医药卫生 | 医疗器械 | 43 | 8.19 | 18.81 | 3.24 | 35.33% | 17.81% | 1.95% | 13.23% | 15.48% | 16.46% | 15 | 22.84% | |
300627 | 华测导航 | 电信业务 | 通信设备 | 223 | 40.63 | 38.27 | 6.14 | 58.13% | 17.74% | 0.99% | 31.87% | 46.03% | 27.15% | 15 | -27.39% | |
603337 | 杰克股份 | 工业 | 专用设备 | 152 | 31.7 | 18.72 | 3.14 | 32.76% | 17.57% | 1.78% | 40.7% | 20.55% | 18.61% | 15 | 0.58% | |
603338 | 浙江鼎力 | 工业 | 工程机械 | 212 | 41.96 | 13.04 | 3.25 | 35.04% | 17.21% | 1.69% | 20.73% | 33.24% | 19.64% | 15 | 59.95% | |
603676 | 卫信康 | 医药卫生 | 化学制药 | 52 | 12.02 | 21.17 | 2.8 | 50.81% | 16.81% | 3.15% | 15.6% | 9.94% | 24.2% | 15 | 58.95% | |
002351 | 漫步者 | 可选消费 | 消费电子 | 116 | 13.01 | 25.75 | 4.31 | 40.35% | 16.8% | 1.61% | 11.31% | 14.37% | 17.46% | 15 | -7.86% | |
002262 | 恩华药业 | 医药卫生 | 化学制药 | 231 | 22.78 | 19.63 | 4.07 | 73.56% | 16.79% | 1.17% | 25.45% | 24.86% | 15.85% | 15 | -11.84% | |
603259 | 药明康德 | 医药卫生 | 医疗服务 | 1629 | 56.42 | 17.24 | 2.79 | 41.48% | 16.78% | 1.88% | 0% | 35.25% | 16.41% | 15 | 47.78% | |
300002 | 神州泰岳 | 信息技术 | 游戏 | 224 | 11.4 | 15.53 | 3.87 | 62.73% | 16.76% | 0.48% | 25.77% | 26.1% | 22.95% | 15 | 1.72% | |
002315 | 焦点科技 | 信息技术 | 互联网服 | 123 | 38.84 | 27.31 | 3.96 | 79.45% | 16.66% | 3.33% | 24.8% | 23.24% | 19.87% | 15 | 4.46% | |
002128 | 电投能源 | 能源 | 煤炭行业 | 419 | 18.67 | 7.79 | 1.36 | 31.81% | 16.24% | 3.43% | 26.22% | 19.6% | 13.05% | 15 | 130.84% | |
002698 | 博实股份 | 工业 | 专用设备 | 165 | 16.17 | 29.78 | 4.34 | 36.65% | 16.22% | 1.7% | 24.08% | 12.22% | 16.01% | 15 | -16.87% | |
002088 | 鲁阳节能 | 原材料 | 装修建材 | 65 | 12.73 | 13.9 | 2.41 | 31.04% | 16.19% | 6.49% | 23.19% | 16.01% | 6.78% | 15 | 43.79% | |
603992 | 松霖科技 | 可选消费 | 装修建材 | 93 | 21.45 | 20.8 | 2.8 | 35.37% | 16.03% | 1.02% | 0% | 15.01% | 16.45% | 15 | 23.8% | |
002003 | 伟星股份 | 可选消费 | 纺织服装 | 130 | 11.16 | 18.63 | 3.81 | 41.73% | 16.02% | 3.23% | 17.86% | 18.55% | 12.31% | 15 | -19.27% | |
000963 | 华东医药 | 医药卫生 | 化学制药 | 688 | 39.22 | 19.59 | 2.82 | 33.21% | 15.93% | 1.66% | 44.9% | 20.42% | 13.62% | 15 | 1.98% | |
603040 | 新坐标 | 可选消费 | 汽车零部 | 40 | 29.07 | 18.79 | 2.38 | 53.34% | 15.78% | 1.77% | 11.92% | 17.66% | 18.27% | 15 | 51.73% | |
603556 | 海兴电力 | 工业 | 电网设备 | 142 | 29.26 | 14.2 | 3.52 | 41.9% | 15.69% | 2.31% | 27.45% | 14.38% | 20.63% | 15 | 11.62% | |
002179 | 中航光电 | 信息技术 | 电子元件 | 862 | 40.67 | 25.68 | 4.32 | 36.61% | 15.67% | 1.38% | 45.88% | 25.78% | 13.85% | 15 | -17.83% | |
603939 | 益丰药房 | 医药卫生 | 医药商业 | 346 | 28.56 | 22.73 | 3.1 | 38.21% | 15.44% | 1.96% | 33.52% | 30.88% | 14.31% | 15 | 2.43% | |
603393 | 新天然气 | 公用事业 | 燃气 | 119 | 28.18 | 10.08 | 2.03 | 48.75% | 15.4% | 2.49% | 15.43% | 21.69% | 15.8% | 15 | 58.97% | |
300740 | 水羊股份 | 主要消费 | 美容护理 | 47 | 12.07 | 22.48 | 2.59 | 58.44% | 15.31% | 0.73% | 36.95% | 26.07% | 5.86% | 15 | -1.14% | |
603357 | 设计总院 | 工业 | 工程咨询 | 53 | 9.47 | 10.35 | 1.5 | 33.85% | 15.01% | 3.75% | 32.63% | 7.8% | 6.95% | 15 | 76.82% | |
002130 | 沃尔核材 | 工业 | 非金属材 | 224 | 17.81 | 26.11 | 3.45 | 32.63% | 15% | 1.22% | 55.29% | 25.65% | 28.48% | 15 | 27.71% |