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 | 2605 | 213.5 | 21.08 | 8.64 | 75.31% | 43.06% | 2% | 40.28% | 22.65% | 15.72% | 15 | -9.07% | |
300274 | 阳光电源 | 工业 | 光伏设备 | 1470 | 70.9 | 14.97 | 6.57 | 30.36% | 40.96% | 0.97% | 56.78% | 59.97% | 18.05% | 15 | 12.58% | |
002847 | 盐津铺子 | 主要消费 | 食品饮料 | 174 | 63.71 | 28.83 | 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 | 121 | 60.35 | 15.82 | 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 | 1916 | 130.2 | 13.43 | 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 | 46 | 20.08 | 26.53 | 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 | 2891 | 238.44 | 23.34 | 9.14 | 66.16% | 33.64% | 0.51% | 0% | 26.87% | 15.71% | 15 | -24.19% | |
300693 | 盛弘股份 | 工业 | 电源设备 | 106 | 33.95 | 24.8 | 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 | 436 | 54.51 | 16.61 | 6.73 | 71.37% | 29.97% | 1.78% | 29.95% | 14.56% | 16.84% | 15 | -6.16% | |
603605 | 珀莱雅 | 主要消费 | 美容护理 | 329 | 83.13 | 22.76 | 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 | 338 | 15.83 | 20.38 | 4.5 | 83.47% | 28.85% | 0.84% | 16.91% | 32.22% | 18.06% | 15 | 45.32% | |
002027 | 分众传媒 | 可选消费 | 文化传媒 | 1014 | 7.02 | 19.52 | 6.47 | 65.48% | 28.42% | 4.67% | 32.12% | 28.33% | 9.24% | 15 | -7.57% | |
000651 | 格力电器 | 可选消费 | 家电行业 | 2574 | 45.96 | 8.34 | 2.29 | 30.57% | 26.53% | 4.96% | 68.91% | 21.14% | 8.22% | 15 | 107.01% | |
603369 | 今世缘 | 主要消费 | 酿酒行业 | 657 | 52.66 | 18.31 | 4.46 | 78.34% | 25.92% | 1.94% | 26.92% | 15.91% | 12.96% | 15 | 5.51% | |
603025 | 大豪科技 | 信息技术 | 专用设备 | 153 | 13.77 | 26.14 | 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 | 105 | 19.56 | 11.83 | 2.83 | 40.32% | 25.81% | 2.87% | 42.62% | 23.46% | 7.33% | 15 | 48.67% | |
300628 | 亿联网络 | 电信业务 | 通信设备 | 529 | 41.88 | 20.01 | 6.4 | 65.72% | 25.64% | 2.13% | 4.92% | 33.19% | 21.44% | 15 | 1.07% | |
600988 | 赤峰黄金 | 原材料 | 贵金属 | 428 | 22.87 | 24.23 | 4.93 | 43.84% | 25.13% | 0.25% | 41.51% | 19.2% | 21.46% | 15 | -34.7% | |
000858 | 五粮液 | 主要消费 | 酿酒行业 | 5143 | 132.5 | 15.92 | 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 | 17.25 | 23.44 | 5.95 | 50.43% | 24.31% | 4.38% | 19.91% | 14.79% | 11.67% | 15 | 10.64% | |
603088 | 宁波精达 | 工业 | 通用设备 | 49 | 11.19 | 30.4 | 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 | 46 | 45.15 | 14.94 | 2.68 | 31.96% | 23.94% | 0% | 0% | 20.16% | 26.81% | 0 | -100% | ||
603338 | 浙江鼎力 | 工业 | 工程机械 | 297 | 58.74 | 14.62 | 3.25 | 38.49% | 23.36% | 1.69% | 20.73% | 38.03% | 18.33% | 15 | 54.75% | |
603855 | 华荣股份 | 工业 | 专用设备 | 73 | 21.75 | 15.88 | 3.7 | 46.73% | 23.25% | 5% | 40.79% | 8.61% | 18.84% | 15 | 74.97% | |
300487 | 蓝晓科技 | 原材料 | 塑料制品 | 238 | 46.87 | 29.92 | 8.47 | 48.67% | 23.12% | 1% | 22.86% | 25.42% | 22.77% | 15 | -29.97% | |
600566 | 济川药业 | 医药卫生 | 中药 | 257 | 27.85 | 9.23 | 2.14 | 81.52% | 22.99% | 4.15% | 33.93% | 25.02% | 5.02% | 15 | 70.86% | |
002236 | 大华股份 | 信息技术 | 计算机设 | 553 | 16.77 | 19.04 | 1.6 | 42.04% | 22.43% | 2.22% | 50.34% | 33.26% | 8.98% | 15 | 160.44% | |
000848 | 承德露露 | 主要消费 | 食品饮料 | 90 | 8.54 | 14.65 | 2.94 | 41.46% | 22.02% | 4.69% | 27.69% | 10.59% | 7.06% | 15 | 31.78% | |
002833 | 弘亚数控 | 工业 | 专用设备 | 77 | 18.25 | 13.66 | 2.99 | 33.28% | 21.91% | 3.26% | 15.92% | 25.09% | 9.61% | 15 | 49.31% | |
603927 | 中科软 | 信息技术 | 软件开发 | 176 | 21.17 | 30.63 | 5.44 | 31.56% | 21.73% | 2.69% | 0% | 25.69% | 14.24% | 15 | 21.33% | |
603129 | 春风动力 | 可选消费 | 交运设备 | 283 | 185.48 | 21.99 | 4.56 | 33.5% | 21.67% | 1.27% | 46.5% | 37.11% | 31.06% | 15 | 38.05% | |
300124 | 汇川技术 | 工业 | 电子元件 | 1814 | 67.32 | 37.98 | 6.57 | 33.55% | 21.66% | 0.72% | 36.71% | 33.01% | 13.42% | 15 | -37.62% | |
688019 | 安集科技 | 原材料 | 电子化学 | 214 | 165.39 | 39.71 | 7.68 | 55.81% | 21.47% | 0.25% | 0% | 40.59% | 29.8% | 15 | -4.17% | |
002595 | 豪迈科技 | 工业 | 专用设备 | 476 | 59.55 | 23.68 | 3.87 | 34.3% | 21.44% | 1.35% | 15.22% | 20.18% | 15.01% | 15 | 0.12% | |
300705 | 九典制药 | 医药卫生 | 化学制药 | 89 | 17.88 | 17.46 | 5.72 | 77.15% | 21.22% | 1.3% | 14.16% | 26.09% | 33.46% | 15 | 10.65% | |
600563 | 法拉电子 | 信息技术 | 电子元件 | 248 | 110.31 | 23.88 | 4.91 | 33.37% | 21.13% | 1.94% | 12.9% | 15.65% | 23.9% | 15 | 25.79% | |
002572 | 索菲亚 | 可选消费 | 装修建材 | 157 | 16.26 | 12.73 | 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 | 330 | 14.9 | 13.95 | 3.14 | 79.5% | 20.83% | 2.07% | 20.45% | 33.64% | 6.36% | 15 | 20.99% | |
603288 | 海天味业 | 主要消费 | 食品饮料 | 2278 | 40.97 | 37.27 | 9.56 | 34.74% | 20.72% | 1.37% | 27.99% | 15.97% | 9.7% | 15 | -58.48% | |
603699 | 纽威股份 | 工业 | 通用设备 | 213 | 27.75 | 22.19 | 4.23 | 31.4% | 20.65% | 2.42% | 38.44% | 6.72% | 29.15% | 15 | 44.35% | |
603100 | 川仪股份 | 工业 | 仪器仪表 | 110 | 21.46 | 14.35 | 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 | 107 | 18.67 | 11.65 | 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 | 274 | 26.12 | 38.15 | 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 | 1804 | 28.34 | 15.14 | 3.49 | 32.58% | 20.2% | 4.13% | 48.8% | 21.52% | 5.98% | 15 | 0.73% | |
603568 | 伟明环保 | 工业 | 环保行业 | 362 | 21.23 | 13.98 | 3.13 | 47.53% | 20.04% | 1.15% | 41.18% | 32.54% | 27.08% | 15 | 71.26% | |
603444 | 吉比特 | 信息技术 | 游戏 | 162 | 224.89 | 17.15 | 3.56 | 87.86% | 19.79% | 0% | 21.86% | 29.41% | 11.19% | 15 | 31.98% | |
002415 | 海康威视 | 信息技术 | 计算机设 | 2818 | 30.52 | 23.56 | 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 | 69 | 14.8 | 18.9 | 3.19 | 45.43% | 19.44% | 1.79% | 13.12% | 10.43% | 18.37% | 15 | 24.75% | |
603277 | 银都股份 | 工业 | 通用设备 | 110 | 25.93 | 18.87 | 4.24 | 43.5% | 19.06% | 3.61% | 16.91% | 19.59% | 18.72% | 15 | 10.47% | |
002605 | 姚记科技 | 可选消费 | 游戏 | 115 | 27.7 | 26.79 | 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 | 106 | 22.66 | 17.91 | 4.27 | 33.25% | 18.9% | 1.65% | 53.71% | 18.21% | 23.81% | 15 | 19.64% | |
300015 | 爱尔眼科 | 医药卫生 | 医疗服务 | 1242 | 13.32 | 34.23 | 7.63 | 50.79% | 18.88% | 0.94% | 41.24% | 37.7% | 13% | 15 | -50.43% | |
601567 | 三星医疗 | 工业 | 电网设备 | 424 | 30.04 | 19.01 | 4.43 | 33.99% | 18.51% | 1.86% | 40.33% | 23.73% | 22.08% | 15 | 5.6% | |
603233 | 大参林 | 医药卫生 | 医药商业 | 181 | 15.93 | 21.34 | 2.68 | 35.9% | 18.01% | 1.9% | 51.87% | 20.56% | 5.25% | 15 | 10.58% | |
603027 | 千禾味业 | 主要消费 | 食品饮料 | 115 | 11.2 | 23.26 | 4.23 | 37.15% | 17.72% | 2.14% | 11.13% | 22.37% | 8.01% | 15 | -27.8% | |
603676 | 卫信康 | 医药卫生 | 化学制药 | 44 | 10.02 | 17.65 | 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 | 130 | 14.65 | 28.99 | 4.31 | 40.35% | 16.8% | 1.61% | 11.31% | 14.37% | 17.3% | 15 | -8.24% | |
002262 | 恩华药业 | 医药卫生 | 化学制药 | 222 | 21.8 | 19.37 | 4.07 | 73.56% | 16.79% | 1.17% | 25.45% | 24.86% | 15.59% | 15 | -12.44% | |
603259 | 药明康德 | 医药卫生 | 医疗服务 | 1953 | 67.64 | 20.67 | 2.79 | 41.48% | 16.78% | 1.88% | 0% | 35.25% | 16.49% | 15 | 48.08% | |
300002 | 神州泰岳 | 信息技术 | 游戏 | 255 | 12.99 | 17.7 | 3.87 | 62.73% | 16.76% | 0.48% | 25.77% | 26.1% | 22.76% | 15 | 1.25% | |
002315 | 焦点科技 | 信息技术 | 互联网服 | 134 | 42.38 | 29.8 | 3.96 | 79.45% | 16.66% | 3.33% | 24.8% | 23.24% | 19.99% | 15 | 4.78% | |
603383 | 顶点软件 | 信息技术 | 软件开发 | 76 | 37.21 | 35.62 | 5.71 | 69.16% | 16.53% | 2.92% | 18.8% | 15.57% | 11.46% | 15 | -36.64% | |
300286 | 安科瑞 | 工业 | 电网设备 | 48 | 22.23 | 25.66 | 3.31 | 46.39% | 16.46% | 1.44% | 23.84% | 19.59% | 6.75% | 15 | -16.54% | |
300685 | 艾德生物 | 医药卫生 | 医疗器械 | 88 | 22.51 | 28.09 | 5.42 | 83.97% | 16.33% | 0.63% | 6.57% | 37.34% | 21.33% | 15 | -26.32% | |
300627 | 华测导航 | 电信业务 | 通信设备 | 227 | 41.23 | 39.46 | 6.14 | 57.77% | 16.27% | 0.99% | 31.87% | 47.6% | 29.05% | 15 | -24.09% | |
002128 | 电投能源 | 能源 | 煤炭行业 | 435 | 19.4 | 8.09 | 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 | 179 | 17.53 | 32.29 | 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 | 12.57 | 13.72 | 2.41 | 31.04% | 16.19% | 6.49% | 23.19% | 16.01% | 6.78% | 15 | 43.79% | |
002270 | 华明装备 | 工业 | 电网设备 | 135 | 15.07 | 22 | 5.03 | 52.23% | 16.05% | 3.1% | 31.26% | 15.4% | 17.55% | 15 | -16.36% | |
002003 | 伟星股份 | 可选消费 | 纺织服装 | 143 | 12.26 | 20.46 | 3.81 | 41.73% | 16.02% | 3.23% | 17.86% | 18.55% | 12.58% | 15 | -18.68% | |
603040 | 新坐标 | 可选消费 | 汽车零部 | 39 | 28.39 | 18.35 | 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 | 170 | 34.96 | 15.38 | 3.52 | 41.9% | 15.69% | 2.31% | 27.45% | 14.38% | 21.07% | 15 | 12.85% | |
002179 | 中航光电 | 信息技术 | 电子元件 | 867 | 40.93 | 25.85 | 4.32 | 36.61% | 15.67% | 1.38% | 45.88% | 25.78% | 11.07% | 15 | -23.7% | |
300012 | 华测检测 | 工业 | 专业服务 | 217 | 12.9 | 23.24 | 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 | 302 | 24.91 | 19.83 | 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 | 123 | 29.02 | 10.38 | 2.03 | 48.75% | 15.4% | 2.49% | 15.43% | 21.69% | 13.94% | 15 | 51.44% | |
300740 | 水羊股份 | 主要消费 | 美容护理 | 46 | 11.74 | 21.87 | 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 | 55 | 9.8 | 10.71 | 1.5 | 33.85% | 15.01% | 3.75% | 32.63% | 7.8% | 7.54% | 15 | 79.76% | |
002130 | 沃尔核材 | 工业 | 非金属材 | 249 | 19.8 | 29.02 | 3.45 | 32.63% | 15% | 1.22% | 55.29% | 25.65% | 28.48% | 15 | 27.71% |