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 | 147 | 54.05 | 19.69 | 9.16 | 30.8% | 36.82% | 2.83% | 38.09% | 29.07% | 18.63% | 15 | -10.9% | |
| 603444 | 吉比特 | 信息技术 | 游戏Ⅱ | 276 | 382.98 | 15.38 | 3.56 | 93.9% | 33.27% | 0% | 21.86% | 33% | 8.34% | 15 | 22.09% | |
| 300274 | 阳光电源 | 工业 | 光伏设备 | 2752 | 132.75 | 20.45 | 6.57 | 31.83% | 31.26% | 0.97% | 56.78% | 54.56% | 18.6% | 15 | 14.16% | |
| 603259 | 药明康德 | 医药卫生 | 医疗服务 | 2966 | 99.39 | 15.49 | 2.79 | 47.64% | 28.56% | 1.88% | 0% | 40.31% | 8.34% | 15 | 19.13% | |
| 600988 | 赤峰黄金 | 原材料 | 贵金属 | 825 | 43.42 | 26.77 | 4.93 | 52.46% | 27.14% | 0.25% | 41.51% | 21.11% | 34.12% | 15 | -12.09% | |
| 002690 | 美亚光电 | 信息技术 | 专用设备 | 160 | 18.19 | 22.32 | 5.95 | 53.92% | 26.05% | 4.38% | 19.91% | 14.55% | 12.47% | 15 | 13.04% | |
| 300415 | 伊之密 | 工业 | 专用设备 | 115 | 24.46 | 16.11 | 4.27 | 31.71% | 22.83% | 1.65% | 53.71% | 18.73% | 15.89% | 15 | -1.88% | |
| 002236 | 大华股份 | 信息技术 | 计算机设 | 630 | 19.16 | 16.14 | 1.6 | 42.04% | 22.43% | 2.22% | 50.34% | 33.26% | 7.62% | 15 | 150.81% | |
| 000792 | 盐湖股份 | 原材料 | 农化制品 | 2005 | 37.89 | 19.52 | 2.95 | 57.86% | 22.3% | 0% | 73.02% | 21.32% | 17.33% | 15 | 94.25% | |
| 002270 | 华明装备 | 工业 | 电网设备 | 247 | 27.58 | 34.83 | 5.03 | 54.49% | 22.04% | 3.1% | 31.26% | 15.3% | 19.24% | 15 | -12.7% | |
| 300130 | 新国都 | 信息技术 | 计算机设 | 135 | 23.84 | 28.85 | 2.88 | 38.8% | 21.98% | 2.94% | 48.12% | 22.63% | 23.11% | 15 | 77% | |
| 002001 | 新和成 | 医药卫生 | 化学制品 | 1112 | 36.19 | 16.44 | 2.72 | 44.67% | 21.87% | 1.99% | 23.03% | 23.55% | 13.31% | 15 | -15.88% | |
| 002595 | 豪迈科技 | 工业 | 专用设备 | 724 | 90.5 | 30.25 | 3.87 | 33.56% | 21.8% | 1.35% | 15.22% | 20.11% | 19.64% | 15 | 12.7% | |
| 002555 | 三七互娱 | 信息技术 | 游戏Ⅱ | 491 | 22.21 | 16.94 | 3.14 | 75.86% | 21.73% | 2.07% | 20.45% | 30.03% | 8.68% | 15 | 29.08% | |
| 300760 | 迈瑞医疗 | 医药卫生 | 医疗器械 | 1901 | 156.75 | 23.36 | 9.14 | 60.32% | 21.58% | 0.51% | 0% | 17.66% | 12.35% | 15 | -30.6% | |
| 600563 | 法拉电子 | 信息技术 | 元件 | 287 | 127.34 | 24.03 | 4.91 | 32.12% | 21.49% | 1.94% | 12.9% | 15.61% | 16.97% | 15 | 5.84% | |
| 300795 | 米奥会展 | 工业 | 专业服务 | 35 | 11.74 | 25.67 | 6.53 | 48.75% | 21.42% | 2.82% | 0% | 16.95% | 19.96% | 15 | 81.4% | |
| 002415 | 海康威视 | 信息技术 | 计算机设 | 3036 | 33.13 | 20.33 | 4.09 | 44.44% | 19.64% | 2.79% | 40.66% | 28.2% | 14.27% | 15 | 5.36% | |
| 300685 | 艾德生物 | 医药卫生 | 医疗器械 | 90 | 22.94 | 24.86 | 5.42 | 82.59% | 18.55% | 0.63% | 6.57% | 34.09% | 16.89% | 15 | -34.12% | |
| 603338 | 浙江鼎力 | 工业 | 工程机械 | 258 | 50.89 | 13.57 | 3.25 | 34.26% | 17.78% | 1.69% | 20.73% | 31.98% | 14.98% | 15 | 41.98% | |
| 300627 | 华测导航 | 电信业务 | 通信设备 | 269 | 34.23 | 39.3 | 6.14 | 60.98% | 17.71% | 0.99% | 31.87% | 43.61% | 23.82% | 15 | -32.95% | |
| 300009 | 安科生物 | 医药卫生 | 生物制品 | 165 | 9.87 | 22.44 | 4.39 | 75.7% | 17.5% | 2.54% | 21.9% | 22.43% | 17.68% | 15 | 26.83% | |
| 002947 | 恒铭达 | 信息技术 | 消费电子 | 183 | 71.32 | 34.35 | 3.73 | 31.98% | 17.02% | 1.46% | 0% | 18.65% | 26.61% | 15 | 9.27% | |
| 002315 | 焦点科技 | 信息技术 | 互联网服 | 134 | 42.33 | 26.67 | 3.96 | 79.45% | 16.66% | 3.33% | 24.8% | 23.24% | 19.14% | 15 | 2.57% | |
| 000423 | 东阿阿胶 | 医药卫生 | 中药Ⅱ | 348 | 54.03 | 20.01 | 3.88 | 73.47% | 16.66% | 2.88% | 20.24% | 12.9% | 13.96% | 15 | -35.6% | |
| 002138 | 顺络电子 | 信息技术 | 元件 | 286 | 35.45 | 28 | 3.85 | 36.64% | 16.06% | 1.06% | 15.05% | 19.01% | 28.02% | 15 | -9.63% | |
| 002215 | 诺普信 | 原材料 | 农药兽药 | 101 | 10.07 | 15.04 | 2.33 | 37.66% | 15.76% | 1.66% | 50.56% | 22.62% | 37.37% | 15 | 3.96% | |
| 603501 | 豪威集团 | 信息技术 | 半导体 | 1173 | 93.04 | 29 | 6.07 | 30.63% | 15.39% | 0.13% | 57.85% | 34.44% | 18.42% | 15 | -89.08% | |
| 002130 | 沃尔核材 | 工业 | 非金属材 | 359 | 25.62 | 31.35 | 3.45 | 32.63% | 15% | 1.22% | 55.29% | 25.65% | 33.14% | 15 | 42.11% |