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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 002847 | 盐津铺子 | 主要消费 | 休闲食品 | 120 | 44.29 | 14.94 | 5.7 | 30.8% | 36.82% | 2.26% | 38.09% | 29.07% | 17.39% | 15 | 52.31% | |
| 603699 | 纽威股份 | 工业 | 通用设备 | 332 | 42.64 | 19.58 | 7.17 | 39.28% | 34.45% | 2.42% | 38.44% | 11.26% | 20.32% | 15 | 28.68% | |
| 603444 | 吉比特 | 信息技术 | 游戏Ⅱ | 244 | 339.28 | 10.91 | 4.04 | 93.9% | 33.27% | 2.06% | 21.86% | 33% | 9.22% | 15 | 43.43% | |
| 300274 | 阳光电源 | 工业 | 光伏设备 | 1669 | 80.49 | 15.19 | 3.33 | 31.83% | 31.26% | 0.86% | 56.78% | 54.56% | 17.44% | 15 | 97.71% | |
| 603259 | 药明康德 | 医药卫生 | 医疗服务 | 4917 | 162 | 22.69 | 5.8 | 47.64% | 28.56% | 0.97% | 0% | 40.31% | 18.9% | 15 | 4.28% | |
| 300628 | 亿联网络 | 电信业务 | 通信设备 | 507 | 40.03 | 17.58 | 5.51 | 63.32% | 28.38% | 3.25% | 4.92% | 29.99% | 19.1% | 15 | 30.1% | |
| 603379 | 三美股份 | 原材料 | 化学制品 | 292 | 47.75 | 13.64 | 3.44 | 50.6% | 28.13% | 2.51% | 0% | 33.61% | 21.57% | 15 | 91.9% | |
| 600988 | 赤峰黄金 | 原材料 | 贵金属 | 742 | 39.07 | 20.03 | 5.53 | 52.46% | 27.14% | 0.82% | 41.51% | 21.11% | 34.2% | 15 | 56.82% | |
| 603737 | 三棵树 | 原材料 | 装修建材 | 202 | 22.85 | 31.6 | 6.43 | 33.79% | 26.41% | 0.3% | 46.44% | 20.77% | 20.02% | 15 | -0.69% | |
| 002690 | 美亚光电 | 信息技术 | 专用设备 | 135 | 15.28 | 18.43 | 5.24 | 53.92% | 26.05% | 4.58% | 19.91% | 14.55% | 14.5% | 15 | 20.11% | |
| 603605 | 珀莱雅 | 主要消费 | 化妆品 | 218 | 55.12 | 11.69 | 3.28 | 73.26% | 25.8% | 2.18% | 36.68% | 19.41% | 9.58% | 15 | 36.43% | |
| 600660 | 福耀玻璃 | 可选消费 | 汽车零部 | 1348 | 51.65 | 15.9 | 3.53 | 37.27% | 25.56% | 2.32% | 40.05% | 18.7% | 12.78% | 15 | 48.73% | |
| 603530 | 神马电力 | 工业 | 电网设备 | 176 | 40.71 | 36.12 | 9.68 | 46.18% | 24.28% | 0.86% | 0% | 24.35% | 32.98% | 15 | -11.62% | |
| 300693 | 盛弘股份 | 工业 | 其他电源 | 111 | 35.35 | 20.26 | 4.92 | 38.47% | 24.15% | 1.41% | 27.06% | 30.81% | 26.08% | 15 | 30% | |
| 002517 | 恺英网络 | 信息技术 | 游戏Ⅱ | 335 | 15.69 | 14.07 | 3.2 | 80.84% | 23.13% | 0.64% | 16.91% | 30.08% | 21.43% | 15 | 52.35% | |
| 300415 | 伊之密 | 工业 | 专用设备 | 88 | 18.75 | 12.84 | 2.66 | 31.71% | 22.83% | 3.2% | 53.71% | 18.73% | 16.84% | 15 | 96.51% | |
| 002028 | 思源电气 | 工业 | 电网设备 | 916 | 117.11 | 27.59 | 5.57 | 30.77% | 22.63% | 0.6% | 33.57% | 23.04% | 34.56% | 15 | 26.07% | |
| 000792 | 盐湖股份 | 原材料 | 农化制品 | 1268 | 23.96 | 10.52 | 2.66 | 57.86% | 22.3% | 0% | 73.02% | 21.38% | 17.88% | 15 | 64.25% | |
| 603486 | 科沃斯 | 可选消费 | 小家电 | 278 | 47.96 | 13.71 | 2.76 | 48.82% | 22.19% | 1.92% | 0% | 21.88% | 19.11% | 15 | 63.84% | |
| 002270 | 华明装备 | 工业 | 电网设备 | 158 | 17.67 | 21.66 | 4.7 | 54.49% | 22.04% | 1.19% | 31.26% | 15.3% | 16.78% | 15 | 6.8% | |
| 002001 | 新和成 | 医药卫生 | 化学制品 | 809 | 26.31 | 11.28 | 2.32 | 44.67% | 21.87% | 3.04% | 23.03% | 23.55% | 13.19% | 15 | 82.72% | |
| 002595 | 豪迈科技 | 工业 | 专用设备 | 451 | 38.89 | 19.36 | 3.65 | 33.56% | 21.8% | 2.57% | 15.22% | 20.11% | 19.54% | 15 | 36.34% | |
| 002555 | 三七互娱 | 信息技术 | 游戏Ⅱ | 372 | 16.83 | 11.4 | 2.64 | 75.86% | 21.73% | 2.38% | 20.45% | 30.03% | 8.14% | 15 | 48.78% | |
| 300487 | 蓝晓科技 | 原材料 | 塑料 | 330 | 64.77 | 37.77 | 7.21 | 51.46% | 21.59% | 0.27% | 22.86% | 23.39% | 22.35% | 15 | -24.92% | |
| 300760 | 迈瑞医疗 | 医药卫生 | 医疗器械 | 1910 | 157.6 | 24.29 | 4.71 | 60.32% | 21.58% | 0.2% | 0% | 17.66% | 10.92% | 15 | -12.79% | |
| 600563 | 法拉电子 | 信息技术 | 元件 | 255 | 113.49 | 21.19 | 4.19 | 32.12% | 21.49% | 2.03% | 12.9% | 15.61% | 17.46% | 15 | 13.52% | |
| 300795 | 米奥会展 | 工业 | 专业服务 | 38 | 12.6 | 35.39 | 6.55 | 48.75% | 21.42% | 1.59% | 0% | 16.95% | 14.55% | 15 | -17.69% | |
| 600887 | 伊利股份 | 主要消费 | 饮料乳品 | 1728 | 27.32 | 17.07 | 3.22 | 34.58% | 20.87% | 3.29% | 48.8% | 20.98% | 6.81% | 15 | 22.43% | |
| 002315 | 焦点科技 | 信息技术 | 互联网电 | 100 | 24.15 | 21.27 | 3.6 | 79.3% | 20.6% | 2.9% | 24.8% | 22.38% | 18.21% | 15 | 25.28% | |
| 002970 | 锐明技术 | 可选消费 | 计算机设 | 74 | 39.98 | 25.39 | 3.34 | 45.18% | 20.29% | 1.5% | 0% | 21.29% | 25.46% | 15 | 59.3% | |
| 603288 | 海天味业 | 主要消费 | 调味发酵 | 1979 | 33.86 | 27.04 | 5.07 | 40.22% | 19.59% | 2.36% | 27.99% | 15.45% | 9.9% | 15 | -27.67% | |
| 603198 | 迎驾贡酒 | 主要消费 | 白酒Ⅱ | 308 | 38.5 | 15.27 | 2.91 | 72.54% | 19.4% | 3.9% | 29.95% | 11.22% | 8.55% | 15 | 23.59% | |
| 688188 | 柏楚电子 | 信息技术 | 计算机设 | 384 | 94.6 | 30.46 | 6.05 | 77.66% | 19.26% | 2.04% | 0% | 34.91% | 25.52% | 15 | 21.04% | |
| 300453 | 三鑫医疗 | 医药卫生 | 医疗器械 | 47 | 9.05 | 16.76 | 3.16 | 36.02% | 19.16% | 2.21% | 13.23% | 15.55% | 19.78% | 15 | 45.75% | |
| 002130 | 沃尔核材 | 工业 | 其他电子 | 218 | 15.57 | 18.91 | 2.37 | 31.65% | 19.05% | 1.06% | 55.29% | 25.84% | 33.56% | 15 | 111.16% | |
| 603040 | 新坐标 | 可选消费 | 汽车零部 | 84 | 42.53 | 33.3 | 5.54 | 53.97% | 18.73% | 1.76% | 11.92% | 18.03% | 13.27% | 15 | -29.66% | |
| 300452 | 山河药辅 | 医药卫生 | 化学制药 | 31 | 13.39 | 17.47 | 3.12 | 31.75% | 18.58% | 2.24% | 24.94% | 16.1% | 11.46% | 15 | 16.34% | |
| 300685 | 艾德生物 | 医药卫生 | 医疗器械 | 81 | 20.84 | 24.03 | 4.29 | 82.59% | 18.55% | 2.16% | 6.57% | 34.09% | 14.41% | 15 | -1.91% | |
| 002027 | 分众传媒 | 可选消费 | 广告营销 | 685 | 4.74 | 20.08 | 4.89 | 70.48% | 18.28% | 4.01% | 32.12% | 23.13% | 30.82% | 15 | 44.53% | |
| 002901 | 大博医疗 | 医药卫生 | 医疗器械 | 164 | 39.6 | 23.13 | 4.66 | 70.5% | 18.15% | 1.52% | 10.79% | 16.41% | 10.9% | 15 | -24.05% | |
| 603337 | 杰克科技 | 工业 | 专用设备 | 167 | 35 | 19.16 | 3.08 | 34.24% | 17.86% | 1.29% | 40.7% | 19.4% | 19.29% | 15 | 30.22% | |
| 603338 | 浙江鼎力 | 工业 | 工程机械 | 265 | 52.26 | 14.41 | 2.25 | 34.26% | 17.78% | 2.2% | 20.73% | 31.98% | 15.18% | 15 | 64.47% | |
| 000848 | 承德露露 | 主要消费 | 饮料乳品 | 83 | 8.14 | 12.46 | 2.57 | 44.74% | 17.78% | 6.14% | 27.69% | 8.05% | 8.91% | 15 | 42.83% | |
| 300627 | 华测导航 | 电信业务 | 通信设备 | 210 | 26.43 | 30.32 | 4.8 | 60.98% | 17.71% | 1.7% | 31.87% | 43.61% | 24.57% | 15 | -3.24% | |
| 603816 | 顾家家居 | 可选消费 | 家居用品 | 216 | 23.29 | 12.72 | 1.84 | 32.76% | 17.68% | 5.93% | 38.63% | 11.8% | 8.31% | 15 | 80.03% | |
| 603855 | 华荣股份 | 工业 | 专用设备 | 57 | 16.79 | 15.79 | 2.44 | 51.15% | 17.48% | 5.96% | 40.79% | 6.09% | 15.84% | 15 | 52.76% | |
| 300113 | 顺网科技 | 信息技术 | 游戏Ⅱ | 102 | 15.2 | 24.73 | 3.91 | 48.46% | 17.47% | 0.79% | 19.78% | 33.45% | 15.71% | 15 | -5.21% | |
| 002415 | 海康威视 | 信息技术 | 计算机设 | 3024 | 33 | 18.4 | 3.59 | 45.88% | 17.3% | 2.27% | 40.66% | 24.93% | 16.09% | 15 | 9.94% | |
| 300743 | 天地数码 | 信息技术 | 计算机设 | 22 | 14.42 | 19.31 | 3.59 | 32.03% | 17.21% | 4.51% | 48.75% | 11.17% | 20.73% | 15 | 31.8% | |
| 002867 | 周大生 | 可选消费 | 饰品 | 111 | 10.19 | 11.53 | 1.78 | 31.35% | 17.16% | 6.38% | 22.81% | 11.71% | 10.53% | 15 | 102.75% | |
| 603233 | 大参林 | 医药卫生 | 医药商业 | 209 | 18.36 | 15.33 | 2.77 | 34.32% | 17.16% | 2.67% | 51.87% | 17.66% | 15.79% | 15 | 36.98% | |
| 002947 | 恒铭达 | 信息技术 | 消费电子 | 139 | 54.2 | 25.15 | 4.28 | 31.98% | 17.02% | 0.92% | 0% | 18.65% | 34.15% | 15 | 38.97% | |
| 603277 | 银都股份 | 工业 | 通用设备 | 68 | 11.18 | 21.66 | 2.5 | 42.55% | 16.94% | 3.13% | 16.91% | 15.61% | 17.79% | 15 | 75.41% | |
| 000423 | 东阿阿胶 | 医药卫生 | 中药Ⅱ | 297 | 46.42 | 16.64 | 2.92 | 73.47% | 16.66% | 3.08% | 20.24% | 12.2% | 13.17% | 15 | 26.46% | |
| 002215 | 诺普信 | 原材料 | 农化制品 | 94 | 9.35 | 12.24 | 2.05 | 37.44% | 16.45% | 3.21% | 50.56% | 22.06% | 37.53% | 15 | 175.81% | |
| 603369 | 今世缘 | 主要消费 | 白酒Ⅱ | 345 | 27.65 | 14.03 | 2.01 | 74.25% | 16.39% | 4.34% | 26.92% | 11.99% | 5.07% | 15 | 31.41% | |
| 603868 | 飞科电器 | 可选消费 | 小家电 | 138 | 31.79 | 25.16 | 3.99 | 56.7% | 16.2% | 1.57% | 25.97% | 9.48% | 13.2% | 15 | -19.24% | |
| 002138 | 顺络电子 | 信息技术 | 元件 | 388 | 48.09 | 39.48 | 5.91 | 36.64% | 16.06% | 1.66% | 15.05% | 19.01% | 24.36% | 15 | -22.01% | |
| 002749 | 国光股份 | 原材料 | 农化制品 | 47 | 8.51 | 17.86 | 2.49 | 45.42% | 15.94% | 2.35% | 13.12% | 8.39% | 12.61% | 15 | 42.63% | |
| 300529 | 健帆生物 | 医药卫生 | 医疗器械 | 120 | 15 | 22.81 | 3.59 | 78.7% | 15.91% | 3.47% | 18.26% | 14.95% | 14.42% | 15 | 3.36% | |
| 688128 | 中国电研 | 工业 | 专用设备 | 89 | 21.91 | 16.41 | 2.46 | 34.15% | 15.82% | 1.37% | 0% | 16.91% | 13.71% | 15 | 32.87% | |
| 603568 | 伟明环保 | 工业 | 环境治理 | 274 | 13.36 | 15.93 | 1.87 | 50.88% | 15.72% | 4.49% | 41.18% | 28.02% | 14.08% | 15 | 81.97% | |
| 603501 | 豪威集团 | 信息技术 | 半导体 | 993 | 78.96 | 30.69 | 3.07 | 30.63% | 15.39% | 0.13% | 57.85% | 34.44% | 14.49% | 15 | -3.92% | |
| 300357 | 我武生物 | 医药卫生 | 生物制品 | 104 | 19.78 | 24.81 | 3.76 | 95.24% | 15.19% | 0.76% | 5.55% | 25.15% | 17.75% | 15 | -9.92% | |
| 002550 | 千红制药 | 医药卫生 | 化学制药 | 83 | 6.51 | 28.38 | 3.04 | 58.36% | 15.16% | 2.3% | 19.43% | 12.8% | 13.63% | 15 | 8.18% | |
| 688123 | 聚辰股份 | 信息技术 | 半导体 | 239 | 150.53 | 35 | 7.66 | 57.29% | 15.11% | 0.47% | 0% | 29.65% | 45.95% | 15 | -28.75% |