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 | 2507 | 205.47 | 20.29 | 8.64 | 75.31% | 43.06% | 2% | 40.28% | 22.65% | 16.15% | 15 | -8.05% | |
300274 | 阳光电源 | 工业 | 光伏设备 | 1404 | 67.74 | 14.31 | 6.57 | 30.36% | 40.96% | 0.97% | 56.78% | 59.97% | 18.27% | 15 | 13.21% | |
002847 | 盐津铺子 | 主要消费 | 食品饮料 | 148 | 54.12 | 24.49 | 9.16 | 33.54% | 38.92% | 2.83% | 38.09% | 30.47% | 27.06% | 15 | 9.48% | |
603283 | 赛腾股份 | 工业 | 专用设备 | 130 | 64.84 | 17 | 6.09 | 46.92% | 35.28% | 0% | 37.32% | 40.25% | 20.03% | 15 | 30.79% | |
000568 | 泸州老窖 | 主要消费 | 酿酒行业 | 1934 | 131.41 | 13.55 | 5.27 | 88.3% | 35.07% | 3.61% | 22.49% | 15.41% | 8.71% | 15 | 16.11% | |
300795 | 米奥会展 | 工业 | 文化传媒 | 55 | 24.03 | 31.75 | 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 | 2959 | 244.08 | 23.89 | 9.14 | 66.16% | 33.64% | 0.51% | 0% | 26.87% | 16.37% | 15 | -22.88% | |
300693 | 盛弘股份 | 工业 | 电源设备 | 114 | 36.62 | 26.75 | 5.47 | 41.01% | 31.8% | 1.2% | 27.06% | 35.28% | 18.58% | 15 | 18.42% | |
603198 | 迎驾贡酒 | 主要消费 | 酿酒行业 | 463 | 57.82 | 17.62 | 6.73 | 71.37% | 29.97% | 1.78% | 29.95% | 14.56% | 18.56% | 15 | -1.96% | |
603605 | 珀莱雅 | 主要消费 | 美容护理 | 333 | 84 | 23 | 9.73 | 69.93% | 29.94% | 0.83% | 36.68% | 20.95% | 23.8% | 15 | -22.18% | |
002517 | 恺英网络 | 信息技术 | 游戏 | 367 | 17.16 | 22.09 | 4.5 | 83.47% | 28.85% | 0.84% | 16.91% | 32.22% | 18.28% | 15 | 46.13% | |
002027 | 分众传媒 | 可选消费 | 文化传媒 | 947 | 6.56 | 18.24 | 6.47 | 65.48% | 28.42% | 4.67% | 32.12% | 28.33% | 9.09% | 15 | -7.95% | |
000651 | 格力电器 | 可选消费 | 家电行业 | 2345 | 41.86 | 7.59 | 2.29 | 30.57% | 26.53% | 4.96% | 68.91% | 21.14% | 7.71% | 15 | 104.1% | |
688016 | 心脉医疗 | 医药卫生 | 医疗器械 | 114 | 92.5 | 22.9 | 3.46 | 76.45% | 26.43% | 2.65% | 0% | 42.58% | 16.21% | 15 | 41.87% | |
603369 | 今世缘 | 主要消费 | 酿酒行业 | 664 | 53.25 | 18.51 | 4.46 | 78.34% | 25.92% | 1.94% | 26.92% | 15.91% | 14.42% | 15 | 9.66% | |
002158 | 汉钟精机 | 工业 | 通用设备 | 111 | 20.68 | 12.5 | 2.83 | 40.32% | 25.81% | 2.87% | 42.62% | 23.46% | 6.82% | 15 | 46.56% | |
300628 | 亿联网络 | 电信业务 | 通信设备 | 512 | 40.5 | 19.36 | 6.4 | 65.72% | 25.64% | 2.13% | 4.92% | 33.19% | 21.54% | 15 | 1.32% | |
000858 | 五粮液 | 主要消费 | 酿酒行业 | 5232 | 134.8 | 16.2 | 4.83 | 75.79% | 25.06% | 2.87% | 22.91% | 17.3% | 8.35% | 15 | -8.62% | |
300009 | 安科生物 | 医药卫生 | 生物制品 | 144 | 8.63 | 18.45 | 4.39 | 78.35% | 24.91% | 2.54% | 21.9% | 26.43% | 11.9% | 15 | 9.04% | |
603855 | 华荣股份 | 工业 | 专用设备 | 86 | 25.5 | 17.89 | 3.7 | 54.19% | 24.65% | 5% | 40.79% | 9.41% | 12.53% | 15 | 48.55% | |
603088 | 宁波精达 | 工业 | 通用设备 | 51 | 11.69 | 31.76 | 4.63 | 42.43% | 24.01% | 3.97% | 32.31% | 11.36% | 16.84% | 15 | 17.83% | |
603091 | 众鑫股份 | 家用轻工 | 44 | 42.65 | 14.11 | 2.68 | 31.96% | 23.94% | 0% | 0% | 20.16% | 26.81% | 0 | -100% | ||
600563 | 法拉电子 | 信息技术 | 电子元件 | 276 | 122.81 | 25.48 | 4.91 | 38.58% | 23.69% | 1.94% | 12.9% | 16.28% | 18.08% | 15 | 8.88% | |
603279 | 景津装备 | 工业 | 专用设备 | 98 | 17.02 | 10.51 | 2.71 | 31.75% | 23.53% | 0% | 0% | 24.44% | 6.35% | 15 | 53.81% | |
603338 | 浙江鼎力 | 工业 | 工程机械 | 295 | 58.31 | 14.52 | 3.25 | 38.49% | 23.36% | 1.69% | 20.73% | 38.03% | 18.09% | 15 | 53.81% | |
300487 | 蓝晓科技 | 原材料 | 塑料制品 | 247 | 48.65 | 31.06 | 8.47 | 48.67% | 23.12% | 1% | 22.86% | 25.42% | 23.37% | 15 | -28.94% | |
600566 | 济川药业 | 医药卫生 | 中药 | 253 | 27.4 | 9.08 | 2.14 | 81.52% | 22.99% | 4.15% | 33.93% | 25.02% | 5.02% | 15 | 70.86% | |
000848 | 承德露露 | 主要消费 | 食品饮料 | 89 | 8.44 | 14.47 | 2.94 | 41.46% | 22.02% | 4.69% | 27.69% | 10.59% | 7.06% | 15 | 31.78% | |
300130 | 新国都 | 信息技术 | 计算机设 | 131 | 23.07 | 26.16 | 2.88 | 38.8% | 21.98% | 2.94% | 48.12% | 22.63% | 15.99% | 15 | 48.03% | |
002833 | 弘亚数控 | 工业 | 专用设备 | 80 | 18.93 | 14.17 | 2.99 | 33.28% | 21.91% | 3.26% | 15.92% | 25.09% | 12.23% | 15 | 60.27% | |
603816 | 顾家家居 | 可选消费 | 装修建材 | 227 | 27.56 | 12.16 | 2.74 | 32.83% | 21.87% | 4.47% | 38.63% | 14.98% | 5.12% | 15 | 36.83% | |
603927 | 中科软 | 信息技术 | 软件开发 | 202 | 24.33 | 35.2 | 5.44 | 31.56% | 21.73% | 2.69% | 0% | 25.69% | 13.21% | 15 | 18.08% | |
603129 | 春风动力 | 可选消费 | 交运设备 | 266 | 174.4 | 20.67 | 4.56 | 33.5% | 21.67% | 1.27% | 46.5% | 37.11% | 30.16% | 15 | 35.23% | |
688019 | 安集科技 | 原材料 | 电子化学 | 208 | 160.67 | 38.57 | 7.68 | 55.81% | 21.47% | 0.25% | 0% | 40.59% | 27.65% | 15 | -8.86% | |
300705 | 九典制药 | 医药卫生 | 化学制药 | 84 | 16.94 | 16.55 | 5.72 | 77.15% | 21.22% | 1.3% | 14.16% | 26.09% | 33.46% | 15 | 10.65% | |
002572 | 索菲亚 | 可选消费 | 装修建材 | 164 | 17.04 | 13.34 | 2.64 | 36.15% | 20.87% | 5.51% | 30.39% | 30.72% | 6.33% | 15 | 37.18% | |
002555 | 三七互娱 | 信息技术 | 游戏 | 350 | 15.84 | 14.82 | 3.14 | 79.5% | 20.83% | 2.07% | 20.45% | 33.64% | 7.92% | 15 | 26.39% | |
603288 | 海天味业 | 主要消费 | 食品饮料 | 2280 | 41 | 37.3 | 9.56 | 34.74% | 20.72% | 1.37% | 27.99% | 15.97% | 11.09% | 15 | -56.88% | |
603699 | 纽威股份 | 工业 | 通用设备 | 194 | 25.22 | 20.17 | 4.23 | 31.4% | 20.65% | 2.42% | 38.44% | 6.72% | 27.37% | 15 | 38.46% | |
603100 | 川仪股份 | 工业 | 仪器仪表 | 111 | 21.53 | 14.4 | 2.03 | 34.2% | 20.42% | 3.61% | 57.04% | 13.41% | 12.36% | 15 | 49.65% | |
002832 | 比音勒芬 | 可选消费 | 纺织服装 | 105 | 18.34 | 11.44 | 2.88 | 78.61% | 20.31% | 4.12% | 16.69% | 28.66% | 10.71% | 15 | 34.18% | |
002568 | 百润股份 | 主要消费 | 酿酒行业 | 272 | 25.9 | 37.83 | 5.78 | 66.7% | 20.24% | 0% | 23.17% | 28.16% | 7.89% | 15 | -36.25% | |
002595 | 豪迈科技 | 工业 | 专用设备 | 425 | 53.11 | 22.84 | 3.87 | 34.65% | 20.22% | 1.35% | 15.22% | 19.9% | 16.03% | 15 | 2.8% | |
600887 | 伊利股份 | 主要消费 | 食品饮料 | 1767 | 27.75 | 14.82 | 3.49 | 32.58% | 20.2% | 4.13% | 48.8% | 21.52% | 6.24% | 15 | 1.47% | |
603568 | 伟明环保 | 工业 | 环保行业 | 325 | 19.04 | 12.54 | 3.13 | 47.53% | 20.04% | 1.15% | 41.18% | 32.54% | 27.08% | 15 | 71.26% | |
002415 | 海康威视 | 信息技术 | 计算机设 | 3099 | 33.56 | 25.91 | 4.09 | 44.44% | 19.64% | 2.79% | 40.66% | 28.2% | 8.38% | 15 | -10.11% | |
002749 | 国光股份 | 原材料 | 农药兽药 | 62 | 13.21 | 17.73 | 3.19 | 41.55% | 19.09% | 1.79% | 13.12% | 9.55% | 20.99% | 15 | 33.21% | |
603277 | 银都股份 | 工业 | 通用设备 | 120 | 28.31 | 20.61 | 4.24 | 43.5% | 19.06% | 3.61% | 16.91% | 19.59% | 19.37% | 15 | 12.29% | |
603259 | 药明康德 | 医药卫生 | 医疗服务 | 1805 | 62.51 | 22.39 | 2.79 | 41.18% | 18.99% | 1.88% | 0% | 40.12% | 8.01% | 15 | 18.04% | |
600660 | 福耀玻璃 | 可选消费 | 玻璃玻纤 | 1461 | 56 | 20.93 | 4.8 | 35.39% | 18.97% | 2.23% | 40.05% | 26.72% | 21.9% | 15 | 0.84% | |
002605 | 姚记科技 | 可选消费 | 游戏 | 116 | 27.92 | 27 | 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 | 113 | 24.19 | 19.12 | 4.27 | 33.25% | 18.9% | 1.65% | 53.71% | 18.21% | 25.27% | 15 | 23.93% | |
300015 | 爱尔眼科 | 医药卫生 | 医疗服务 | 1282 | 13.74 | 35.31 | 7.63 | 50.79% | 18.88% | 0.94% | 41.24% | 37.7% | 13.14% | 15 | -50.24% | |
603393 | 新天然气 | 公用事业 | 燃气 | 121 | 28.6 | 9.68 | 2.03 | 47.46% | 18.72% | 2.49% | 15.43% | 22.5% | 21.68% | 15 | 84.44% | |
601567 | 三星医疗 | 工业 | 电网设备 | 375 | 26.54 | 16.79 | 4.43 | 33.99% | 18.51% | 1.86% | 40.33% | 23.73% | 22.49% | 15 | 6.67% | |
300360 | 炬华科技 | 信息技术 | 电网设备 | 89 | 17.28 | 12.57 | 2.3 | 44.83% | 18.16% | 3% | 19.4% | 24.02% | 10.5% | 15 | 45.51% | |
603233 | 大参林 | 医药卫生 | 医药商业 | 165 | 14.5 | 19.42 | 2.68 | 35.9% | 18.01% | 1.9% | 51.87% | 20.56% | 8.75% | 15 | 21.98% | |
603027 | 千禾味业 | 主要消费 | 食品饮料 | 118 | 11.5 | 23.88 | 4.23 | 37.15% | 17.72% | 2.14% | 11.13% | 22.37% | 8.23% | 15 | -27.35% | |
002179 | 中航光电 | 信息技术 | 电子元件 | 881 | 41.54 | 26.2 | 4.32 | 37.95% | 17.68% | 1.38% | 45.88% | 27.28% | 15.27% | 15 | -14.71% | |
603757 | 大元泵业 | 工业 | 通用设备 | 38 | 22.83 | 16.36 | 2.3 | 31.97% | 17.61% | 4.64% | 23.75% | 19.63% | 6.46% | 15 | 43.62% | |
002351 | 漫步者 | 可选消费 | 消费电子 | 137 | 15.46 | 28.61 | 4.31 | 38.16% | 17.43% | 1.61% | 11.31% | 14.81% | 20.88% | 15 | 0.42% | |
002262 | 恩华药业 | 医药卫生 | 化学制药 | 221 | 21.72 | 18.84 | 4.07 | 72.83% | 17.28% | 1.17% | 25.45% | 25.73% | 18.63% | 15 | -5.34% | |
600690 | 海尔智家 | 可选消费 | 家电行业 | 2495 | 26.59 | 13.41 | 2.87 | 31.51% | 16.85% | 2.5% | 69.13% | 17.61% | 13.98% | 15 | 23.67% | |
603676 | 卫信康 | 医药卫生 | 化学制药 | 42 | 9.57 | 16.86 | 2.8 | 50.81% | 16.81% | 3.15% | 15.6% | 9.94% | 24.2% | 15 | 58.95% | |
300002 | 神州泰岳 | 信息技术 | 游戏 | 285 | 14.5 | 19.76 | 3.87 | 62.73% | 16.76% | 0.48% | 25.77% | 26.1% | 22.72% | 15 | 1.15% | |
002315 | 焦点科技 | 信息技术 | 互联网服 | 152 | 47.84 | 33.64 | 3.96 | 79.45% | 16.66% | 3.33% | 24.8% | 23.24% | 20.23% | 15 | 5.41% | |
603383 | 顶点软件 | 信息技术 | 软件开发 | 81 | 39.31 | 37.63 | 5.71 | 69.16% | 16.53% | 2.92% | 18.8% | 15.57% | 15.31% | 15 | -29.85% | |
300685 | 艾德生物 | 医药卫生 | 医疗器械 | 94 | 23.89 | 29.81 | 5.42 | 83.97% | 16.33% | 0.63% | 6.57% | 37.34% | 21.33% | 15 | -26.32% | |
002128 | 电投能源 | 能源 | 煤炭行业 | 427 | 19.03 | 7.94 | 1.36 | 31.81% | 16.24% | 3.43% | 26.22% | 19.6% | 12.3% | 15 | 126.27% | |
002698 | 博实股份 | 工业 | 专用设备 | 204 | 19.91 | 36.67 | 4.34 | 36.65% | 16.22% | 1.7% | 24.08% | 12.22% | 18.69% | 15 | -10.97% | |
002088 | 鲁阳节能 | 原材料 | 装修建材 | 68 | 13.16 | 14.36 | 2.41 | 31.04% | 16.19% | 6.49% | 23.19% | 16.01% | 11.75% | 15 | 64.81% | |
002270 | 华明装备 | 工业 | 电网设备 | 143 | 15.93 | 24.75 | 5.03 | 52.23% | 16.05% | 3.1% | 31.26% | 15.4% | 17.55% | 15 | -16.36% | |
603043 | 广州酒家 | 主要消费 | 食品饮料 | 88 | 15.43 | 17.31 | 2.88 | 35.62% | 15.92% | 2.76% | 19.35% | 11.55% | 7.24% | 15 | 2.85% | |
603040 | 新坐标 | 可选消费 | 汽车零部 | 44 | 32.29 | 20.87 | 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 | 158 | 32.38 | 14.32 | 3.52 | 41.9% | 15.69% | 2.31% | 27.45% | 14.38% | 23.25% | 15 | 19.05% | |
300595 | 欧普康视 | 医药卫生 | 医疗器械 | 148 | 16.53 | 22.75 | 4.16 | 74.78% | 15.58% | 1.08% | 11.95% | 32.53% | 12.38% | 15 | -23.33% | |
300012 | 华测检测 | 工业 | 专业服务 | 222 | 13.22 | 23.81 | 3.93 | 48.06% | 15.55% | 0.66% | 27.83% | 26.16% | 10.27% | 15 | -26.8% | |
603939 | 益丰药房 | 医药卫生 | 医药商业 | 280 | 23.08 | 18.37 | 3.1 | 38.21% | 15.44% | 1.96% | 33.52% | 30.88% | 13.73% | 15 | 0.87% | |
300740 | 水羊股份 | 主要消费 | 美容护理 | 47 | 12.13 | 22.59 | 2.59 | 58.44% | 15.31% | 0.73% | 36.95% | 26.07% | 5.86% | 15 | -1.14% | |
603992 | 松霖科技 | 可选消费 | 装修建材 | 107 | 25.07 | 23.97 | 2.8 | 35.02% | 15.24% | 1.02% | 0% | 13.63% | 17.02% | 15 | 25.62% | |
603848 | 好太太 | 可选消费 | 家用轻工 | 58 | 14.31 | 20.69 | 2.51 | 51.35% | 15.18% | 2.08% | 20.32% | 14.54% | 6.01% | 15 | 1.55% | |
002130 | 沃尔核材 | 工业 | 非金属材 | 279 | 22.13 | 32.44 | 3.45 | 32.63% | 15% | 1.22% | 55.29% | 25.65% | 28.48% | 15 | 27.71% |