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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 300132 | 青松股份 | 主要消费 | 化工行业 | 48 | 9.24 | 10.19 | 1.64 | 40.89% | 43.64% | 1.08% | 23.48% | 34.88% | 21.23% | 15 | 200.05% | |
| 600309 | 万华化学 | 原材料 | 化工行业 | 1443 | 45.96 | 29.16 | 3.58 | 33.83% | 36.82% | 4.35% | 53.28% | 26.74% | 13.39% | 15 | 84.62% | |
| 600566 | 济川药业 | 医药卫生 | 医药制造 | 192 | 23.55 | 11.39 | 3.37 | 84.79% | 34.74% | 5.22% | 33.93% | 55.52% | 13.24% | 15 | 92.38% | |
| 002415 | 海康威视 | 信息技术 | 安防设备 | 3180 | 34.03 | 26.54 | 7.86 | 44.85% | 33.99% | 1.76% | 40.66% | 39.63% | 19.34% | 15 | -7.1% | |
| 000651 | 格力电器 | 可选消费 | 家电行业 | 3559 | 59.16 | 13.08 | 3.53 | 30.23% | 33.36% | 2.54% | 68.91% | 38.92% | 10.75% | 15 | 50.17% | |
| 002507 | 涪陵榨菜 | 主要消费 | 食品饮料 | 195 | 24.76 | 29.77 | 7.02 | 55.76% | 30.08% | 1.05% | 22.4% | 33.13% | 11.78% | 15 | -28.93% | |
| 002372 | 伟星新材 | 工业 | 水泥建材 | 206 | 13.07 | 20.22 | 5.72 | 46.77% | 29.45% | 4.59% | 23.52% | 30.2% | 12.73% | 15 | 2.76% | |
| 002677 | 浙江美大 | 可选消费 | 家电行业 | 90 | 13.98 | 20.78 | 6.67 | 51.54% | 29.28% | 3.33% | 21.92% | 19.64% | 21.16% | 15 | 12.59% | |
| 002032 | 苏泊尔 | 可选消费 | 家电行业 | 635 | 77.38 | 35.03 | 9.98 | 30.86% | 28.84% | 1.32% | 43.32% | 27.74% | 16.17% | 15 | -37.91% | |
| 600398 | 海澜之家 | 可选消费 | 纺织服装 | 343 | 7.76 | 9.96 | 2.71 | 40.84% | 28.7% | 4.9% | 55.47% | 33.75% | 7.09% | 15 | 82.8% | |
| 002035 | 华帝股份 | 可选消费 | 家电行业 | 101 | 11.6 | 13.47 | 3.63 | 47.34% | 28.34% | 2.59% | 46.28% | 26.21% | 15.44% | 15 | 54.13% | |
| 002508 | 老板电器 | 可选消费 | 家电行业 | 296 | 31.24 | 19.16 | 4.65 | 53.52% | 26.4% | 2.56% | 33.67% | 33.73% | 10.3% | 15 | -0.13% | |
| 002127 | 南极电商 | 工业 | 综合行业 | 254 | 10.35 | 24.45 | 5.98 | 34.47% | 26.05% | 0% | 20.17% | 27.41% | 31.52% | 15 | 18.69% | |
| 002304 | 洋河股份 | 主要消费 | 酿酒行业 | 1470 | 97.52 | 17.87 | 4.05 | 73.7% | 25.95% | 3.28% | 31.82% | 47.08% | 9.83% | 15 | 9.74% | |
| 002597 | 金禾实业 | 原材料 | 化工行业 | 105 | 18.8 | 13.67 | 2.61 | 33.04% | 25.15% | 1.91% | 39.21% | 32.69% | 8.75% | 15 | 66.24% | |
| 002146 | 荣盛发展 | 金融地产 | 房地产 | 362 | 8.33 | 4.16 | 0.99 | 31.46% | 24.89% | 5.4% | 84.68% | 36.64% | 23.78% | 15 | 494.22% | |
| 600887 | 伊利股份 | 主要消费 | 食品饮料 | 1780 | 29.19 | 25.34 | 7.31 | 37.82% | 24.33% | 2.4% | 48.8% | 26.82% | 11.16% | 15 | -25.18% | |
| 000596 | 古井贡酒 | 主要消费 | 酿酒行业 | 538 | 106.85 | 24.67 | 6.27 | 77.76% | 24.03% | 1.4% | 32.62% | 56.33% | 26.03% | 15 | -5.3% | |
| 002174 | 游族网络 | 信息技术 | 软件服务 | 131 | 14.78 | 12.73 | 2.48 | 56.08% | 23.62% | 0% | 38.69% | 41.23% | 15.94% | 15 | 81.89% | |
| 000002 | 万科A | 金融地产 | 房地产 | 2970 | 26.28 | 7.81 | 1.78 | 37.48% | 23.24% | 3.98% | 83.98% | 28.1% | 19.77% | 15 | 200.08% | |
| 000858 | 五粮液 | 主要消费 | 酿酒行业 | 5177 | 133.37 | 31.5 | 7.46 | 73.8% | 22.8% | 1.27% | 22.91% | 24.3% | 24.14% | 15 | -25.25% | |
| 002007 | 华兰生物 | 医药卫生 | 医药制造 | 500 | 35.62 | 37.19 | 8.03 | 64.98% | 22.36% | 1.12% | 7.23% | 26.7% | 19.86% | 15 | -40.77% | |
| 002236 | 大华股份 | 信息技术 | 安防设备 | 516 | 17.2 | 18.13 | 3.65 | 37.16% | 22.16% | 0.58% | 50.34% | 37.08% | 22.76% | 15 | 40.36% | |
| 600352 | 浙江龙盛 | 原材料 | 化工行业 | 434 | 13.34 | 9.01 | 1.84 | 45.43% | 22.06% | 1.87% | 59.17% | 30.21% | 17.46% | 15 | 129.6% | |
| 000848 | 承德露露 | 主要消费 | 食品饮料 | 77 | 7.86 | 18.07 | 4.06 | 50.76% | 21.99% | 5.09% | 27.69% | 19.03% | 7.77% | 15 | 0.33% | |
| 000568 | 泸州老窖 | 主要消费 | 酿酒行业 | 1248 | 85.23 | 27.56 | 6.73 | 77.53% | 21.81% | 1.82% | 22.49% | 39.46% | 25.84% | 15 | -16.53% | |
| 600031 | 三一重工 | 工业 | 机械行业 | 1172 | 13.93 | 11.28 | 2.77 | 30.62% | 21.45% | 1.87% | 54.71% | 29.32% | 32.35% | 15 | 97.39% | |
| 002180 | 纳思达 | 信息技术 | 电子元件 | 289 | 27.18 | 24.95 | 5.18 | 35.68% | 20.92% | 0.29% | 79.87% | 34.67% | 29% | 15 | 6.46% | |
| 002242 | 九阳股份 | 可选消费 | 家电行业 | 184 | 24 | 22.94 | 5.22 | 32.13% | 20.7% | 3.33% | 33.05% | 25.81% | 13.09% | 15 | -10.51% | |
| 002572 | 索菲亚 | 可选消费 | 木业家具 | 160 | 17.5 | 16.17 | 3.14 | 37.57% | 20.64% | 2.86% | 30.39% | 45.41% | 10.69% | 15 | 20.9% | |
| 601888 | 中国国旅 | 可选消费 | 旅游酒店 | 1697 | 86.92 | 37.01 | 8.71 | 41.46% | 20.56% | 0.63% | 28.29% | 29.29% | 26.2% | 15 | -45.02% | |
| 002001 | 新和成 | 医药卫生 | 医药制造 | 467 | 21.75 | 20.79 | 2.85 | 53.37% | 20.54% | 3.22% | 23.03% | 42.79% | 6.68% | 15 | 19.73% | |
| 300327 | 中颖电子 | 信息技术 | 电子元件 | 60 | 23.62 | 33.87 | 6.76 | 43.84% | 20.5% | 1.91% | 19.16% | 15.35% | 22.41% | 15 | -22.62% | |
| 300232 | 洲明科技 | 信息技术 | 电子元件 | 80 | 8.66 | 16.26 | 2.98 | 31.48% | 20.46% | 0.69% | 58.16% | 37.9% | 28.96% | 15 | 67.16% | |
| 002624 | 完美世界 | 信息技术 | 文化传媒 | 369 | 28.57 | 19.81 | 3.87 | 55.81% | 20.41% | 0.63% | 47.02% | 52.55% | 16.22% | 15 | 7.14% | |
| 603369 | 今世缘 | 主要消费 | 酿酒行业 | 391 | 31.16 | 27.61 | 5.6 | 72.87% | 20.36% | 1.06% | 26.92% | 11.62% | 24.02% | 15 | -15.77% | |
| 002271 | 东方雨虹 | 原材料 | 水泥建材 | 352 | 23.61 | 17.97 | 4.01 | 34.59% | 20.36% | 1.27% | 48.23% | 41.97% | 28.94% | 15 | 37.56% | |
| 300408 | 三环集团 | 信息技术 | 电子元件 | 303 | 17.37 | 28.72 | 4.15 | 54.2% | 19.95% | 1.44% | 20.16% | 18.01% | 5.94% | 15 | -21.97% | |
| 601100 | 恒立液压 | 工业 | 机械行业 | 364 | 41.25 | 35.17 | 7 | 36.58% | 19.94% | 0.73% | 37.08% | 24.42% | 28.3% | 15 | -27.04% | |
| 002262 | 恩华药业 | 医药卫生 | 医药制造 | 121 | 11.85 | 19.38 | 3.48 | 56.15% | 19.48% | 0.51% | 25.45% | 30.3% | 22.61% | 15 | 20.7% | |
| 600563 | 法拉电子 | 信息技术 | 电子元件 | 92 | 40.68 | 21.22 | 3.71 | 43.24% | 19.48% | 3.2% | 12.9% | 14.95% | 6.32% | 15 | -10.93% | |
| 300003 | 乐普医疗 | 医药卫生 | 医疗行业 | 554 | 31.11 | 32.85 | 7.43 | 72.75% | 19.13% | 0.53% | 45.06% | 27.9% | 33.07% | 15 | -22.29% | |
| 300146 | 汤臣倍健 | 主要消费 | 食品饮料 | 248 | 15.65 | 21.82 | 3.35 | 67.66% | 19% | 3.19% | 16.06% | 49.38% | 21.4% | 15 | 18.33% | |
| 000069 | 华侨城A | 金融地产 | 房地产 | 573 | 6.98 | 4.98 | 0.92 | 60.35% | 18.98% | 4.3% | 69.89% | 26.86% | 20.45% | 15 | 384.71% | |
| 300406 | 九强生物 | 医药卫生 | 医药制造 | 80 | 16 | 24.82 | 4.33 | 68.71% | 18.33% | 0.94% | 13.98% | 16.9% | 16.75% | 15 | -10.49% | |
| 002595 | 豪迈科技 | 工业 | 汽车行业 | 146 | 18.26 | 17.97 | 3.09 | 34.24% | 18.06% | 2.05% | 15.22% | 21.29% | 15.98% | 15 | 18.4% | |
| 600176 | 中国巨石 | 原材料 | 玻璃陶瓷 | 309 | 8.81 | 15.35 | 2.13 | 45.11% | 17.97% | 2.55% | 49.36% | 27.94% | 5.37% | 15 | 35.01% | |
| 002179 | 中航光电 | 信息技术 | 电子元件 | 405 | 37.85 | 37.24 | 5.49 | 32.56% | 17.81% | 0.34% | 45.88% | 23.36% | 23.26% | 15 | -30.55% | |
| 300203 | 聚光科技 | 工业 | 仪器仪表 | 65 | 14.3 | 13.21 | 1.54 | 48.13% | 17.68% | 3.5% | 45.55% | 46.5% | 17.7% | 15 | 127.48% | |
| 002440 | 闰土股份 | 原材料 | 化工行业 | 123 | 10.7 | 8.96 | 1.45 | 38.72% | 17.61% | 4.67% | 19.44% | 17.95% | 13.1% | 15 | 131.21% | |
| 002128 | 露天煤业 | 能源 | 煤炭采选 | 155 | 8.05 | 6.57 | 0.98 | 44.54% | 17.56% | 0% | 26.22% | 12.24% | 11.04% | 15 | 216.34% | |
| 000538 | 云南白药 | 医药卫生 | 医药制造 | 1151 | 90.08 | 32.39 | 3.08 | 30.55% | 17.37% | 2.22% | 34.51% | 22.74% | 13.03% | 15 | -23.53% | |
| 601360 | 三六零 | 信息技术 | 软件服务 | 1445 | 21.36 | 23.32 | 5.19 | 69.55% | 17.24% | 0.25% | 34.04% | 50.58% | 13.43% | 15 | -45.68% | |
| 002601 | 龙蟒佰利 | 原材料 | 化工行业 | 250 | 12.32 | 10.51 | 1.84 | 41.2% | 17.09% | 0.81% | 36.04% | 67.9% | 21.24% | 15 | 149.53% | |
| 300395 | 菲利华 | 信息技术 | 玻璃陶瓷 | 71 | 21 | 38.39 | 3.88 | 45.42% | 16.7% | 0.95% | 22.04% | 15.81% | 31.14% | 15 | -11.98% | |
| 600048 | 保利地产 | 金融地产 | 房地产 | 1689 | 14.16 | 7.62 | 1.41 | 32.48% | 16.63% | 3.53% | 77.28% | 37.7% | 23.24% | 15 | 215.27% | |
| 002117 | 东港股份 | 工业 | 造纸印刷 | 70 | 12.89 | 26.35 | 4.46 | 38.95% | 16.6% | 5.43% | 32.13% | 13.67% | 13.25% | 15 | -20.47% | |
| 002555 | 三七互娱 | 信息技术 | 电子信息 | 393 | 18.6 | 29.19 | 6.02 | 76.27% | 16.59% | 1.08% | 20.45% | 39.61% | 40.09% | 15 | 4.21% | |
| 002287 | 奇正藏药 | 医药卫生 | 医药制造 | 111 | 21.02 | 31.99 | 5.18 | 87.8% | 16.44% | 1.94% | 17.54% | 8.7% | 13.53% | 15 | -36.86% | |
| 300144 | 宋城演艺 | 可选消费 | 旅游酒店 | 421 | 28.99 | 29.87 | 4.24 | 66.43% | 16.38% | 0.41% | 14.59% | 35.59% | 11.42% | 15 | -36.3% | |
| 002327 | 富安娜 | 可选消费 | 纺织服装 | 60 | 6.89 | 12.09 | 1.84 | 49.82% | 16.19% | 7.26% | 21.71% | 26.05% | 5.62% | 15 | 66.73% | |
| 300296 | 利亚德 | 信息技术 | 电子元件 | 178 | 7 | 15.88 | 2.13 | 38.75% | 16.11% | 1.14% | 55.49% | 54.61% | 13.2% | 15 | 55.42% | |
| 002563 | 森马服饰 | 可选消费 | 纺织服装 | 270 | 10 | 15.61 | 2.33 | 39.78% | 16.03% | 3.5% | 25.84% | 24.65% | 14.26% | 15 | 40.97% | |
| 300365 | 恒华科技 | 信息技术 | 软件服务 | 78 | 12.91 | 26.86 | 4.03 | 43.25% | 15.9% | 0.54% | 22.99% | 45.86% | 29.72% | 15 | 14.98% | |
| 300284 | 苏交科 | 工业 | 工程建设 | 82 | 8.39 | 11.98 | 1.8 | 31.23% | 15.71% | 1.67% | 63.53% | 24.23% | 19.81% | 15 | 97.3% | |
| 300244 | 迪安诊断 | 医药卫生 | 医药制造 | 143 | 23.06 | 31.91 | 3.58 | 34.04% | 15.55% | 0.11% | 60.12% | 50.34% | 23.35% | 15 | -13.32% | |
| 300349 | 金卡智能 | 信息技术 | 仪器仪表 | 60 | 14.05 | 13.46 | 1.68 | 48.68% | 15.39% | 3.56% | 24.59% | 46.23% | 8.29% | 15 | 58.62% | |
| 600535 | 天士力 | 医药卫生 | 医药制造 | 225 | 14.88 | 17.21 | 2.02 | 36.2% | 15.33% | 2.02% | 58.32% | 18.9% | 9.45% | 15 | 34.81% | |
| 300316 | 晶盛机电 | 工业 | 机械行业 | 190 | 14.81 | 31.28 | 4.34 | 39.51% | 15.3% | 0.68% | 38.5% | 21.97% | 26.37% | 15 | -5.98% | |
| 300396 | 迪瑞医疗 | 医药卫生 | 医疗行业 | 44 | 16.09 | 19.35 | 3 | 65.11% | 15.07% | 1.74% | 23.59% | 29.95% | 25.94% | 15 | 33.41% |