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 | 122 | 45.01 | 15.18 | 5.76 | 30.8% | 36.82% | 2.22% | 38.09% | 29.07% | 18.82% | 15 | 55.42% | |
| 603699 | 纽威股份 | 工业 | 通用设备 | 363 | 46.8 | 21.55 | 7.82 | 39.28% | 34.45% | 2.2% | 38.44% | 11.26% | 21.12% | 15 | 19.59% | |
| 603444 | 吉比特 | 信息技术 | 游戏Ⅱ | 259 | 360.2 | 12.8 | 4.71 | 93.9% | 33.27% | 1.94% | 21.86% | 33% | 8.39% | 15 | 32.04% | |
| 600519 | 贵州茅台 | 主要消费 | 白酒Ⅱ | 15063 | 1204.98 | 18.21 | 6.17 | 91.18% | 32.53% | 2.32% | 28.67% | 25.69% | 5.12% | 15 | -5.06% | |
| 300274 | 阳光电源 | 工业 | 光伏设备 | 2380 | 114.79 | 19.95 | 5.11 | 31.83% | 31.26% | 0.6% | 56.78% | 54.56% | 18.29% | 15 | 41.67% | |
| 603259 | 药明康德 | 医药卫生 | 医疗服务 | 3679 | 123.3 | 18.28 | 4.62 | 47.64% | 28.56% | 1.28% | 0% | 40.31% | 8.68% | 15 | 4.63% | |
| 300628 | 亿联网络 | 电信业务 | 通信设备 | 436 | 34.43 | 16.19 | 4.68 | 63.32% | 28.38% | 3.78% | 4.92% | 29.99% | 15.82% | 15 | 39.1% | |
| 603379 | 三美股份 | 原材料 | 化学制品 | 379 | 62.05 | 17.48 | 4.68 | 50.6% | 28.13% | 1.93% | 0% | 33.61% | 22.89% | 15 | 52.54% | |
| 600988 | 赤峰黄金 | 原材料 | 贵金属 | 624 | 32.84 | 17.4 | 4.65 | 52.46% | 27.14% | 0.97% | 41.51% | 21.11% | 34.97% | 15 | 89.8% | |
| 603737 | 三棵树 | 原材料 | 装修建材 | 204 | 23.04 | 26.27 | 5.87 | 33.79% | 26.41% | 0.3% | 46.44% | 20.77% | 31.52% | 15 | 29.6% | |
| 002690 | 美亚光电 | 信息技术 | 专用设备 | 127 | 14.36 | 17.43 | 4.33 | 53.92% | 26.05% | 4.87% | 19.91% | 14.55% | 12.47% | 15 | 21.13% | |
| 603605 | 珀莱雅 | 主要消费 | 化妆品 | 229 | 57.72 | 15.5 | 3.75 | 73.26% | 25.8% | 2.08% | 36.68% | 19.41% | 9.2% | 15 | 28.93% | |
| 600660 | 福耀玻璃 | 可选消费 | 汽车零部 | 1325 | 50.79 | 14.74 | 3.53 | 36.23% | 25.56% | 3.54% | 40.05% | 20.52% | 14.75% | 15 | 59.31% | |
| 603129 | 春风动力 | 可选消费 | 摩托车及 | 387 | 252.01 | 22.98 | 5.13 | 30.06% | 24.49% | 1.53% | 46.5% | 37.9% | 28.75% | 15 | 39.61% | |
| 300693 | 盛弘股份 | 工业 | 其他电源 | 127 | 40.5 | 25.94 | 5.84 | 39.2% | 24.15% | 1.23% | 27.06% | 32.61% | 23.58% | 15 | 6.85% | |
| 002517 | 恺英网络 | 信息技术 | 游戏Ⅱ | 361 | 16.92 | 16.69 | 3.65 | 80.84% | 23.13% | 0.59% | 16.91% | 30.08% | 20.98% | 15 | 39.71% | |
| 300415 | 伊之密 | 工业 | 专用设备 | 97 | 20.73 | 13.65 | 2.98 | 31.71% | 22.83% | 2.89% | 53.71% | 18.73% | 17.08% | 15 | 78.84% | |
| 002028 | 思源电气 | 工业 | 电网设备 | 1187 | 151.73 | 36.49 | 7.66 | 30.77% | 22.63% | 0.46% | 33.57% | 23.04% | 36.32% | 15 | 1.18% | |
| 000792 | 盐湖股份 | 原材料 | 农化制品 | 1344 | 25.4 | 13.03 | 2.9 | 57.86% | 22.3% | 0% | 73.02% | 21.32% | 17.83% | 15 | 54.74% | |
| 603486 | 科沃斯 | 可选消费 | 小家电 | 299 | 51.68 | 17.71 | 3.35 | 48.82% | 22.19% | 1.78% | 0% | 21.88% | 18.98% | 15 | 51.55% | |
| 002270 | 华明装备 | 工业 | 电网设备 | 163 | 18.19 | 23.24 | 5.19 | 54.49% | 22.04% | 1.15% | 31.26% | 15.3% | 18.97% | 15 | 9.7% | |
| 002001 | 新和成 | 医药卫生 | 化学制品 | 882 | 28.7 | 13.14 | 2.69 | 44.67% | 21.87% | 2.79% | 23.03% | 23.55% | 14.37% | 15 | 72.8% | |
| 002595 | 豪迈科技 | 工业 | 专用设备 | 531 | 45.77 | 22.22 | 3.04 | 33.56% | 21.8% | 2.18% | 15.22% | 20.11% | 19.81% | 15 | 16.63% | |
| 002555 | 三七互娱 | 信息技术 | 游戏Ⅱ | 424 | 19.18 | 13.16 | 3.14 | 75.86% | 21.73% | 2.09% | 20.45% | 30.03% | 9.21% | 15 | 34.46% | |
| 300760 | 迈瑞医疗 | 医药卫生 | 医疗器械 | 1716 | 141.57 | 21.9 | 4.51 | 60.32% | 21.58% | 0.22% | 0% | 17.66% | 11.36% | 15 | -1.75% | |
| 600563 | 法拉电子 | 信息技术 | 元件 | 323 | 143.65 | 27.03 | 5.36 | 32.12% | 21.49% | 1.6% | 12.9% | 15.61% | 16.74% | 15 | -11.95% | |
| 300795 | 米奥会展 | 工业 | 专业服务 | 25 | 8.42 | 16.91 | 3.84 | 48.75% | 21.42% | 2.38% | 0% | 16.95% | 17.18% | 15 | 31.86% | |
| 600887 | 伊利股份 | 主要消费 | 饮料乳品 | 1574 | 24.88 | 13.02 | 2.88 | 34.58% | 20.87% | 3.62% | 48.8% | 21.48% | 7.52% | 15 | 37.14% | |
| 002315 | 焦点科技 | 信息技术 | 互联网电 | 97 | 23.56 | 19.85 | 2.73 | 79.45% | 20.6% | 4.24% | 24.8% | 23.24% | 20.35% | 15 | 76.17% | |
| 002970 | 锐明技术 | 可选消费 | 计算机设 | 108 | 58.86 | 33.27 | 5.16 | 42.95% | 20.29% | 0.85% | 0% | 10.44% | 35.07% | 15 | 35.02% | |
| 603288 | 海天味业 | 主要消费 | 调味发酵 | 1973 | 33.72 | 27.1 | 4.77 | 37% | 19.59% | 2.55% | 27.99% | 15.76% | 10.71% | 15 | -25.75% | |
| 603198 | 迎驾贡酒 | 主要消费 | 白酒Ⅱ | 258 | 32.31 | 12.98 | 2.43 | 72.54% | 19.4% | 4.64% | 29.95% | 11.22% | 8.69% | 15 | 47.83% | |
| 688188 | 柏楚电子 | 信息技术 | 计算机设 | 412 | 101.5 | 35.08 | 4.83 | 79.94% | 19.26% | 2.13% | 0% | 36.06% | 25.66% | 15 | 13.19% | |
| 300453 | 三鑫医疗 | 医药卫生 | 医疗器械 | 49 | 9.35 | 17.46 | 3.35 | 36.02% | 19.16% | 2.14% | 13.23% | 15.55% | 16.14% | 15 | 28.6% | |
| 002130 | 沃尔核材 | 工业 | 其他电子 | 247 | 17.62 | 21.93 | 3.42 | 32.63% | 19.05% | 0.96% | 55.29% | 25.65% | 33.65% | 15 | 86.97% | |
| 300452 | 山河药辅 | 医药卫生 | 化学制药 | 28 | 12.02 | 15.97 | 2.89 | 31.75% | 18.58% | 2.5% | 24.94% | 16.1% | 11.46% | 15 | 29.6% | |
| 300685 | 艾德生物 | 医药卫生 | 医疗器械 | 68 | 17.42 | 19.09 | 3.32 | 82.59% | 18.55% | 2.58% | 6.57% | 34.09% | 15.54% | 15 | 20.86% | |
| 002027 | 分众传媒 | 可选消费 | 广告营销 | 695 | 4.81 | 19.29 | 4.88 | 70.48% | 18.28% | 3.95% | 32.12% | 23.13% | 31.78% | 15 | 45.59% | |
| 002901 | 大博医疗 | 医药卫生 | 医疗器械 | 185 | 44.76 | 28.82 | 5.19 | 70.5% | 18.15% | 1.34% | 10.79% | 16.41% | 12.03% | 15 | -30.73% | |
| 603337 | 杰克科技 | 工业 | 专用设备 | 177 | 37.2 | 20.44 | 3.47 | 34.24% | 17.86% | 1.21% | 40.7% | 19.4% | 20.21% | 15 | 25.38% | |
| 603338 | 浙江鼎力 | 工业 | 工程机械 | 258 | 51 | 13.43 | 2.26 | 34.26% | 17.78% | 2.25% | 20.73% | 31.98% | 14.66% | 15 | 66.26% | |
| 000848 | 承德露露 | 主要消费 | 饮料乳品 | 81 | 7.93 | 12.25 | 2.32 | 44.74% | 17.78% | 6.31% | 27.69% | 10.35% | 8.01% | 15 | 43.01% | |
| 300627 | 华测导航 | 电信业务 | 通信设备 | 229 | 28.9 | 34.28 | 5.41 | 60.98% | 17.71% | 1.56% | 31.87% | 43.61% | 24.92% | 15 | -10.76% | |
| 603816 | 顾家家居 | 可选消费 | 家居用品 | 184 | 22.34 | 10.38 | 1.73 | 32.76% | 17.68% | 6.18% | 38.63% | 11.8% | 11.37% | 15 | 104.05% | |
| 300009 | 安科生物 | 医药卫生 | 生物制品 | 138 | 8.23 | 19.82 | 3.02 | 75.7% | 17.5% | 3.04% | 21.9% | 22.43% | 13.71% | 15 | 17.91% | |
| 603855 | 华荣股份 | 工业 | 专用设备 | 56 | 16.54 | 16.03 | 2.59 | 51.15% | 17.48% | 6.05% | 40.79% | 6.09% | 14.24% | 15 | 48.73% | |
| 300113 | 顺网科技 | 信息技术 | 游戏Ⅱ | 123 | 18.2 | 28.89 | 4.86 | 48.46% | 17.47% | 0.66% | 19.78% | 33.45% | 16.3% | 15 | -19.62% | |
| 002415 | 海康威视 | 信息技术 | 计算机设 | 3157 | 34.45 | 21.14 | 3.79 | 44.44% | 17.3% | 2.61% | 40.66% | 28.2% | 13.99% | 15 | -0.3% | |
| 300743 | 天地数码 | 信息技术 | 计算机设 | 22 | 14.36 | 18.78 | 3.39 | 30.6% | 17.21% | 2.44% | 48.75% | 6.24% | 20.73% | 15 | 32.35% | |
| 603233 | 大参林 | 医药卫生 | 医药商业 | 201 | 17.65 | 15.63 | 2.8 | 34.32% | 17.16% | 2.78% | 51.87% | 17.66% | 15.68% | 15 | 42.08% | |
| 002867 | 周大生 | 可选消费 | 饰品 | 129 | 11.86 | 11.25 | 1.99 | 31.35% | 17.16% | 5.48% | 22.81% | 11.71% | 12.41% | 15 | 83.24% | |
| 002947 | 恒铭达 | 信息技术 | 消费电子 | 181 | 70.69 | 31.49 | 5.81 | 31.98% | 17.02% | 0.71% | 0% | 18.65% | 31.42% | 15 | 0.18% | |
| 603277 | 银都股份 | 工业 | 通用设备 | 64 | 10.39 | 19.42 | 2.24 | 42.55% | 16.94% | 3.37% | 16.91% | 15.61% | 17.79% | 15 | 88.75% | |
| 000423 | 东阿阿胶 | 医药卫生 | 中药Ⅱ | 299 | 46.79 | 16.92 | 2.92 | 73.47% | 16.66% | 3.06% | 20.24% | 12.9% | 14% | 15 | 28.24% | |
| 002215 | 诺普信 | 原材料 | 农化制品 | 89 | 8.82 | 11.42 | 2.13 | 37.44% | 16.45% | 3.4% | 50.56% | 22.06% | 37.53% | 15 | 192.38% | |
| 603369 | 今世缘 | 主要消费 | 白酒Ⅱ | 310 | 24.85 | 13.21 | 1.87 | 74.25% | 16.39% | 4.83% | 26.92% | 11.99% | 5.62% | 15 | 48.52% | |
| 603868 | 飞科电器 | 可选消费 | 小家电 | 132 | 30.3 | 25.4 | 3.97 | 56.7% | 16.2% | 1.65% | 25.97% | 9.48% | 13.2% | 15 | -15.26% | |
| 002749 | 国光股份 | 原材料 | 农化制品 | 44 | 7.97 | 15.1 | 2.06 | 45.42% | 15.94% | 2.51% | 13.12% | 8.39% | 13.72% | 15 | 56.85% | |
| 300529 | 健帆生物 | 医药卫生 | 医疗器械 | 128 | 16.05 | 22.7 | 3.82 | 78.7% | 15.91% | 3.24% | 18.26% | 14.95% | 15.37% | 15 | -0.98% | |
| 688128 | 中国电研 | 工业 | 专用设备 | 92 | 22.82 | 17.03 | 2.59 | 34.15% | 15.82% | 1.31% | 0% | 16.91% | 13.71% | 15 | 27.57% | |
| 603568 | 伟明环保 | 工业 | 环境治理 | 327 | 15.95 | 16.87 | 1.83 | 50.88% | 15.72% | 3.76% | 41.18% | 28.02% | 17.93% | 15 | 68.38% | |
| 603501 | 豪威集团 | 信息技术 | 半导体 | 1298 | 103.21 | 35.25 | 4.47 | 30.63% | 15.39% | 0.1% | 57.85% | 34.44% | 17.1% | 15 | -21.36% | |
| 300357 | 我武生物 | 医药卫生 | 生物制品 | 124 | 23.63 | 29.05 | 4.72 | 95.24% | 15.19% | 0.63% | 5.55% | 25.15% | 17.68% | 15 | -24.73% |