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 | 131 | 48.03 | 16.35 | 6.14 | 30.8% | 36.82% | 2.08% | 38.09% | 29.07% | 18.82% | 15 | 45.64% | |
| 603699 | 纽威股份 | 工业 | 通用设备 | 445 | 57.46 | 26.46 | 9.61 | 39.28% | 34.45% | 1.79% | 38.44% | 11.26% | 21.12% | 15 | -2.59% | |
| 603444 | 吉比特 | 信息技术 | 游戏Ⅱ | 235 | 326.15 | 11.59 | 4.26 | 93.9% | 33.27% | 2.15% | 21.86% | 33% | 8.39% | 15 | 45.83% | |
| 600519 | 贵州茅台 | 主要消费 | 白酒Ⅱ | 15189 | 1215 | 18.36 | 6.22 | 91.18% | 32.53% | 2.3% | 28.67% | 25.69% | 5.12% | 15 | -5.84% | |
| 300274 | 阳光电源 | 工业 | 光伏设备 | 3047 | 146.98 | 25.55 | 6.54 | 31.83% | 31.26% | 0.47% | 56.78% | 54.56% | 18.33% | 15 | 10.75% | |
| 603259 | 药明康德 | 医药卫生 | 医疗服务 | 3065 | 102.72 | 15.23 | 3.84 | 47.64% | 28.56% | 1.54% | 0% | 40.31% | 8.54% | 15 | 25.11% | |
| 300628 | 亿联网络 | 电信业务 | 通信设备 | 421 | 33.2 | 15.61 | 4.51 | 63.32% | 28.38% | 3.92% | 4.92% | 29.99% | 15.82% | 15 | 44.26% | |
| 603379 | 三美股份 | 原材料 | 化学制品 | 399 | 65.43 | 18.44 | 4.93 | 50.6% | 28.13% | 1.83% | 0% | 33.61% | 22.89% | 15 | 44.66% | |
| 600988 | 赤峰黄金 | 原材料 | 贵金属 | 581 | 30.59 | 16.21 | 4.33 | 52.46% | 27.14% | 1.05% | 41.51% | 21.11% | 34.79% | 15 | 102.94% | |
| 603737 | 三棵树 | 原材料 | 装修建材 | 230 | 26.02 | 29.67 | 6.63 | 33.79% | 26.41% | 0.26% | 46.44% | 20.77% | 31.52% | 15 | 14.75% | |
| 002690 | 美亚光电 | 信息技术 | 专用设备 | 131 | 14.8 | 17.97 | 4.46 | 53.92% | 26.05% | 4.73% | 19.91% | 14.55% | 12.47% | 15 | 17.53% | |
| 603605 | 珀莱雅 | 主要消费 | 化妆品 | 256 | 64.64 | 17.36 | 4.2 | 73.26% | 25.8% | 1.86% | 36.68% | 19.41% | 9.12% | 15 | 14.88% | |
| 600660 | 福耀玻璃 | 可选消费 | 汽车零部 | 1304 | 49.95 | 14.49 | 3.47 | 36.23% | 25.56% | 3.6% | 40.05% | 20.52% | 14.75% | 15 | 61.99% | |
| 603129 | 春风动力 | 可选消费 | 摩托车及 | 339 | 221.02 | 20.16 | 4.5 | 30.06% | 24.49% | 1.74% | 46.5% | 37.9% | 28.75% | 15 | 59.18% | |
| 300693 | 盛弘股份 | 工业 | 其他电源 | 151 | 48.38 | 30.98 | 6.98 | 39.2% | 24.15% | 1.03% | 27.06% | 32.61% | 23.58% | 15 | -10.55% | |
| 002517 | 恺英网络 | 信息技术 | 游戏Ⅱ | 310 | 14.5 | 14.3 | 3.13 | 80.84% | 23.13% | 0.69% | 16.91% | 30.08% | 20.98% | 15 | 63.02% | |
| 300415 | 伊之密 | 工业 | 专用设备 | 99 | 21.05 | 13.87 | 3.03 | 31.71% | 22.83% | 2.85% | 53.71% | 18.73% | 17.08% | 15 | 76.12% | |
| 000792 | 盐湖股份 | 原材料 | 农化制品 | 1574 | 29.75 | 15.26 | 3.4 | 57.86% | 22.3% | 0% | 73.02% | 21.32% | 17.83% | 15 | 32.12% | |
| 603486 | 科沃斯 | 可选消费 | 小家电 | 307 | 53.08 | 18.19 | 3.44 | 48.82% | 22.19% | 1.73% | 0% | 21.88% | 18.98% | 15 | 47.55% | |
| 002270 | 华明装备 | 工业 | 电网设备 | 192 | 21.42 | 27.37 | 6.11 | 54.49% | 22.04% | 0.98% | 31.26% | 15.3% | 18.97% | 15 | -6.84% | |
| 002001 | 新和成 | 医药卫生 | 化学制品 | 861 | 28 | 12.82 | 2.62 | 44.67% | 21.87% | 2.86% | 23.03% | 23.55% | 14.37% | 15 | 77.12% | |
| 002595 | 豪迈科技 | 工业 | 专用设备 | 586 | 50.48 | 24.51 | 3.36 | 33.56% | 21.8% | 1.98% | 15.22% | 20.11% | 19.81% | 15 | 5.75% | |
| 002555 | 三七互娱 | 信息技术 | 游戏Ⅱ | 386 | 17.47 | 11.99 | 2.86 | 75.86% | 21.73% | 2.29% | 20.45% | 30.03% | 9.21% | 15 | 47.62% | |
| 300487 | 蓝晓科技 | 原材料 | 塑料 | 283 | 55.56 | 31.93 | 6.65 | 51.46% | 21.59% | 0.31% | 22.86% | 23.39% | 23.39% | 15 | -10.23% | |
| 300760 | 迈瑞医疗 | 医药卫生 | 医疗器械 | 1698 | 140.01 | 21.66 | 4.46 | 60.32% | 21.58% | 0.22% | 0% | 17.66% | 11.36% | 15 | -0.65% | |
| 600563 | 法拉电子 | 信息技术 | 元件 | 378 | 168.19 | 31.65 | 6.28 | 32.12% | 21.49% | 1.37% | 12.9% | 15.61% | 16.82% | 15 | -24.64% | |
| 300795 | 米奥会展 | 工业 | 专业服务 | 27 | 9.03 | 18.14 | 4.12 | 48.75% | 21.42% | 2.21% | 0% | 16.95% | 17.18% | 15 | 22.95% | |
| 600887 | 伊利股份 | 主要消费 | 饮料乳品 | 1535 | 24.26 | 12.7 | 2.81 | 34.58% | 20.87% | 3.71% | 48.8% | 21.48% | 7.52% | 15 | 40.64% | |
| 002315 | 焦点科技 | 信息技术 | 互联网电 | 102 | 24.8 | 20.89 | 2.87 | 79.45% | 20.6% | 4.03% | 24.8% | 23.24% | 20.35% | 15 | 67.36% | |
| 002970 | 锐明技术 | 可选消费 | 计算机设 | 122 | 66.45 | 37.56 | 5.82 | 42.95% | 20.29% | 0.75% | 0% | 10.44% | 35.07% | 15 | 19.59% | |
| 603288 | 海天味业 | 主要消费 | 调味发酵 | 1898 | 32.44 | 26.08 | 4.59 | 37% | 19.59% | 2.65% | 27.99% | 15.76% | 10.68% | 15 | -22.89% | |
| 603198 | 迎驾贡酒 | 主要消费 | 白酒Ⅱ | 255 | 31.91 | 12.82 | 2.4 | 72.54% | 19.4% | 4.7% | 29.95% | 11.22% | 8.73% | 15 | 49.85% | |
| 300453 | 三鑫医疗 | 医药卫生 | 医疗器械 | 49 | 9.4 | 17.55 | 3.37 | 36.02% | 19.16% | 2.13% | 13.23% | 15.55% | 16.14% | 15 | 27.92% | |
| 002130 | 沃尔核材 | 工业 | 其他电子 | 287 | 20.47 | 25.48 | 3.97 | 32.63% | 19.05% | 0.83% | 55.29% | 25.65% | 33.65% | 15 | 60.94% | |
| 300452 | 山河药辅 | 医药卫生 | 化学制药 | 28 | 11.91 | 15.83 | 2.86 | 31.75% | 18.58% | 2.52% | 24.94% | 16.1% | 11.46% | 15 | 30.8% | |
| 300685 | 艾德生物 | 医药卫生 | 医疗器械 | 65 | 16.75 | 18.36 | 3.19 | 82.59% | 18.55% | 2.69% | 6.57% | 34.09% | 15.54% | 15 | 25.69% | |
| 002027 | 分众传媒 | 可选消费 | 广告营销 | 725 | 5.02 | 20.13 | 5.09 | 70.48% | 18.28% | 3.78% | 32.12% | 23.13% | 31.78% | 15 | 39.5% | |
| 002901 | 大博医疗 | 医药卫生 | 医疗器械 | 175 | 42.27 | 27.21 | 4.9 | 70.5% | 18.15% | 1.42% | 10.79% | 16.41% | 12.03% | 15 | -26.65% | |
| 603337 | 杰克科技 | 工业 | 专用设备 | 203 | 42.68 | 23.45 | 3.98 | 34.24% | 17.86% | 1.05% | 40.7% | 19.4% | 20.8% | 15 | 10.9% | |
| 603338 | 浙江鼎力 | 工业 | 工程机械 | 236 | 46.68 | 12.29 | 2.07 | 34.26% | 17.78% | 2.46% | 20.73% | 31.98% | 14.66% | 15 | 81.65% | |
| 000848 | 承德露露 | 主要消费 | 饮料乳品 | 78 | 7.68 | 11.87 | 2.24 | 44.74% | 17.78% | 6.51% | 27.69% | 10.35% | 8.01% | 15 | 47.66% | |
| 300627 | 华测导航 | 电信业务 | 通信设备 | 232 | 29.28 | 34.73 | 5.48 | 60.98% | 17.71% | 1.54% | 31.87% | 43.61% | 24.92% | 15 | -11.92% | |
| 603816 | 顾家家居 | 可选消费 | 家居用品 | 196 | 23.88 | 11.1 | 1.85 | 32.76% | 17.68% | 5.78% | 38.63% | 11.8% | 11.37% | 15 | 90.89% | |
| 300009 | 安科生物 | 医药卫生 | 生物制品 | 128 | 7.67 | 18.47 | 2.81 | 75.7% | 17.5% | 3.26% | 21.9% | 22.43% | 13.71% | 15 | 26.52% | |
| 603855 | 华荣股份 | 工业 | 专用设备 | 58 | 17.24 | 16.71 | 2.7 | 51.15% | 17.48% | 5.8% | 40.79% | 6.09% | 14.24% | 15 | 42.69% | |
| 300113 | 顺网科技 | 信息技术 | 游戏Ⅱ | 136 | 20.18 | 32.04 | 5.39 | 48.46% | 17.47% | 0.59% | 19.78% | 33.45% | 16.3% | 15 | -27.51% | |
| 002415 | 海康威视 | 信息技术 | 计算机设 | 2960 | 32.3 | 19.82 | 3.55 | 44.44% | 17.3% | 2.79% | 40.66% | 28.2% | 13.99% | 15 | 6.34% | |
| 300743 | 天地数码 | 信息技术 | 计算机设 | 24 | 15.91 | 20.81 | 3.76 | 30.6% | 17.21% | 2.2% | 48.75% | 6.24% | 20.73% | 15 | 19.45% | |
| 603233 | 大参林 | 医药卫生 | 医药商业 | 184 | 16.15 | 14.3 | 2.56 | 34.32% | 17.16% | 3.03% | 51.87% | 17.66% | 15.68% | 15 | 55.28% | |
| 002867 | 周大生 | 可选消费 | 饰品 | 128 | 11.83 | 11.22 | 1.98 | 31.35% | 17.16% | 5.49% | 22.81% | 11.71% | 12.41% | 15 | 83.71% | |
| 603277 | 银都股份 | 工业 | 通用设备 | 61 | 10.01 | 18.71 | 2.16 | 42.55% | 16.94% | 3.5% | 16.91% | 15.61% | 17.79% | 15 | 95.92% | |
| 000423 | 东阿阿胶 | 医药卫生 | 中药Ⅱ | 294 | 45.68 | 16.63 | 2.85 | 73.47% | 16.66% | 3.13% | 20.24% | 12.9% | 14% | 15 | 31.35% | |
| 002215 | 诺普信 | 原材料 | 农化制品 | 92 | 9.18 | 11.88 | 2.22 | 37.44% | 16.45% | 3.27% | 50.56% | 22.06% | 37.53% | 15 | 180.92% | |
| 603369 | 今世缘 | 主要消费 | 白酒Ⅱ | 302 | 24.24 | 12.89 | 1.82 | 74.25% | 16.39% | 4.95% | 26.92% | 11.99% | 5.62% | 15 | 52.26% | |
| 603868 | 飞科电器 | 可选消费 | 小家电 | 150 | 34.44 | 28.87 | 4.51 | 56.7% | 16.2% | 1.45% | 25.97% | 9.48% | 13.2% | 15 | -25.45% | |
| 002749 | 国光股份 | 原材料 | 农化制品 | 45 | 8.1 | 15.34 | 2.09 | 45.42% | 15.94% | 2.47% | 13.12% | 8.39% | 13.72% | 15 | 54.33% | |
| 300529 | 健帆生物 | 医药卫生 | 医疗器械 | 125 | 15.7 | 22.21 | 3.74 | 78.7% | 15.91% | 3.31% | 18.26% | 14.95% | 15.37% | 15 | 1.23% | |
| 688128 | 中国电研 | 工业 | 专用设备 | 108 | 26.77 | 19.98 | 3.04 | 34.15% | 15.82% | 1.12% | 0% | 16.91% | 13.71% | 15 | 8.75% | |
| 603568 | 伟明环保 | 工业 | 环境治理 | 336 | 16.39 | 17.36 | 1.88 | 50.88% | 15.72% | 3.66% | 41.18% | 28.02% | 17.93% | 15 | 63.86% | |
| 603501 | 豪威集团 | 信息技术 | 半导体 | 1135 | 89.97 | 30.82 | 3.9 | 30.63% | 15.39% | 0.11% | 57.85% | 34.44% | 17.1% | 15 | -9.78% | |
| 300357 | 我武生物 | 医药卫生 | 生物制品 | 111 | 21.25 | 26.13 | 4.25 | 95.24% | 15.19% | 0.71% | 5.55% | 25.15% | 17.73% | 15 | -16.19% |