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 |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
601155 | 新城控股 | 金融地产 | 房地产 | 1071 | 47.47 | 7.84 | 2.84 | 32.64% | 36.86% | 3.58% | 85.84% | 44.38% | 21.52% | 15 | 218.68% | |
002755 | 奥赛康 | 医药卫生 | 医药制造 | 126 | 13.57 | 18.69 | 4.96 | 92.56% | 35.94% | 1.62% | 32.49% | 41.3% | 5.83% | 15 | 10.06% | |
002677 | 浙江美大 | 可选消费 | 家电行业 | 127 | 19.71 | 25.95 | 9.52 | 53.53% | 33.05% | 2.75% | 21.92% | 19.84% | 17.19% | 15 | -13.04% | |
002555 | 三七互娱 | 信息技术 | 电子信息 | 684 | 32.37 | 24.25 | 8.35 | 86.57% | 32.66% | 0.93% | 20.45% | 44.42% | 24.3% | 15 | 0% | |
600031 | 三一重工 | 工业 | 机械行业 | 3544 | 41.8 | 24.59 | 7.09 | 32.69% | 28.71% | 1% | 54.71% | 32.58% | 21.21% | 15 | -13.12% | |
002127 | 南极电商 | 工业 | 综合行业 | 218 | 8.89 | 16.46 | 4.36 | 38.5% | 28.13% | 1.39% | 20.17% | 28% | 26.69% | 15 | 68.12% | |
002372 | 伟星新材 | 工业 | 水泥建材 | 320 | 20.1 | 31.22 | 9.15 | 46.43% | 27.05% | 2.49% | 23.52% | 27.63% | 11.41% | 15 | -34.99% | |
603568 | 伟明环保 | 工业 | 环保工程 | 221 | 17.57 | 19.42 | 4.78 | 61.99% | 26.54% | 1.76% | 41.18% | 39.05% | 26.02% | 15 | 36.69% | |
300418 | 昆仑万维 | 信息技术 | 文教休闲 | 270 | 23 | 5.96 | 3.12 | 79.42% | 25.83% | 0.11% | 26.52% | 27.83% | 14.71% | 15 | 11.24% | |
000963 | 华东医药 | 医药卫生 | 医药制造 | 482 | 27.55 | 16.11 | 3.55 | 32.05% | 25.29% | 1.02% | 44.9% | 30.55% | 12.35% | 15 | 24.31% | |
002508 | 老板电器 | 可选消费 | 家电行业 | 384 | 40.5 | 23.62 | 5.49 | 54.27% | 25.1% | 1.23% | 33.67% | 31.36% | 10.61% | 15 | -15.8% | |
300003 | 乐普医疗 | 医药卫生 | 医疗行业 | 523 | 28.98 | 25.07 | 6.2 | 72.23% | 25.03% | 0.69% | 45.06% | 28.9% | 27.7% | 15 | 5.05% | |
300136 | 信维通信 | 电信业务 | 通讯行业 | 344 | 35.56 | 36.69 | 6.85 | 37.35% | 24.28% | 0.14% | 47.87% | 60.73% | 34.43% | 15 | 7.51% | |
300497 | 富祥药业 | 医药卫生 | 医药制造 | 72 | 13.09 | 18.78 | 3.26 | 43.11% | 23.84% | 1.53% | 45.98% | 30.73% | 25.26% | 15 | 60.46% | |
002653 | 海思科 | 医药卫生 | 医药制造 | 193 | 17.99 | 37.65 | 7.69 | 65.76% | 23.04% | 0.51% | 52.05% | 8.81% | 30.2% | 15 | -15.35% | |
002236 | 大华股份 | 信息技术 | 安防设备 | 784 | 26.18 | 18.96 | 4.62 | 41.12% | 22.74% | 0.51% | 50.34% | 36.26% | 20.42% | 15 | 10.06% | |
600352 | 浙江龙盛 | 原材料 | 化工行业 | 470 | 14.46 | 10.94 | 1.77 | 42.7% | 22.52% | 1.73% | 59.17% | 27.19% | 5.15% | 15 | 90.55% | |
000002 | 万科A | 金融地产 | 房地产 | 3481 | 29.96 | 8.6 | 1.78 | 36.25% | 22.47% | 3.49% | 83.98% | 27.12% | 13.57% | 15 | 154.49% | |
002146 | 荣盛发展 | 金融地产 | 房地产 | 274 | 6.29 | 3.17 | 0.66 | 30.08% | 21.88% | 7.63% | 84.68% | 35.42% | 16.93% | 15 | 700.64% | |
001979 | 招商蛇口 | 金融地产 | 房地产 | 994 | 12.54 | 7.57 | 1.41 | 34.65% | 21.38% | 6.62% | 72.11% | 33.86% | 9.87% | 15 | 215.71% | |
002572 | 索菲亚 | 可选消费 | 木业家具 | 253 | 27.69 | 23.95 | 4.79 | 37.33% | 21.34% | 1.99% | 30.39% | 42.04% | 11.36% | 15 | -11.73% | |
002242 | 九阳股份 | 可选消费 | 家电行业 | 242 | 31.54 | 28.46 | 6.45 | 32.52% | 21.22% | 1.84% | 33.05% | 24.55% | 13.23% | 15 | -26.12% | |
600048 | 保利地产 | 金融地产 | 房地产 | 1765 | 14.75 | 6.11 | 1.24 | 34.96% | 21.01% | 5.56% | 77.28% | 35.28% | 14.82% | 15 | 261.76% | |
300401 | 花园生物 | 医药卫生 | 食品饮料 | 81 | 14.78 | 31.19 | 3.72 | 69.71% | 20.63% | 0% | 8.15% | 31.46% | 22.51% | 15 | 34.36% | |
603198 | 迎驾贡酒 | 主要消费 | 酿酒行业 | 266 | 33.3 | 30.91 | 5.89 | 64.36% | 20.57% | 2.1% | 29.95% | 9.57% | 16.1% | 15 | -18.23% | |
002262 | 恩华药业 | 医药卫生 | 医药制造 | 163 | 16.14 | 22.78 | 4.21 | 62.62% | 20.22% | 0.62% | 25.45% | 30.01% | 20.52% | 15 | 7.38% | |
600383 | 金地集团 | 金融地产 | 房地产 | 534 | 11.82 | 5.53 | 1.05 | 40.5% | 20.14% | 5.67% | 72.13% | 27.94% | 14.76% | 15 | 327.71% | |
300232 | 洲明科技 | 信息技术 | 电子元件 | 86 | 8.72 | 30.47 | 2.54 | 30.29% | 19.96% | 0.17% | 58.16% | 37.02% | 15.48% | 15 | 56.3% | |
002605 | 姚记科技 | 可选消费 | 文教休闲 | 112 | 27.82 | 10.62 | 5.59 | 65.25% | 19.79% | 1.44% | 15.56% | 21.83% | 48.56% | 15 | 53.62% | |
002749 | 国光股份 | 原材料 | 农药兽药 | 45 | 10.33 | 20.46 | 3.81 | 45.87% | 19.66% | 2.42% | 13.12% | 8.98% | 23.1% | 15 | 27.53% | |
300132 | 青松股份 | 主要消费 | 化工行业 | 93 | 17.93 | 19.47 | 3.2 | 31.25% | 19.62% | 0.75% | 23.48% | 32.93% | 15.84% | 15 | 24.58% | |
002601 | 龙蟒佰利 | 原材料 | 化工行业 | 833 | 40.99 | 33.62 | 6.21 | 42.37% | 19.51% | 0% | 36.04% | 62.03% | 19.79% | 15 | -18.85% | |
002597 | 金禾实业 | 原材料 | 化工行业 | 252 | 45 | 34.53 | 5.73 | 31.28% | 19.42% | 1.2% | 39.21% | 27.93% | 15.43% | 15 | -25.66% | |
603018 | 中设集团 | 工业 | 工程建设 | 57 | 10.27 | 10.3 | 1.91 | 31.21% | 19.39% | 2.43% | 58.65% | 20.4% | 21.77% | 15 | 154.93% | |
000069 | 华侨城A | 金融地产 | 房地产 | 559 | 6.82 | 4.83 | 0.84 | 56.58% | 19.33% | 4.4% | 69.89% | 26.1% | 13.79% | 15 | 387.51% | |
300423 | 鲁亿通 | 工业 | 输配电气 | 59 | 11.75 | 9.56 | 1.58 | 37.34% | 18.81% | 0.77% | 33.2% | 46.09% | 15.54% | 15 | 140.22% | |
002595 | 豪迈科技 | 工业 | 汽车行业 | 280 | 35.05 | 27.68 | 5.11 | 32.86% | 18.76% | 0% | 15.22% | 20.91% | 22.87% | 15 | -14.38% | |
002233 | 塔牌集团 | 原材料 | 水泥建材 | 142 | 11.9 | 6.89 | 1.43 | 37.67% | 18.42% | 4.62% | 16.38% | 26.07% | 11.62% | 15 | 155.48% | |
002697 | 红旗连锁 | 主要消费 | 商业百货 | 85 | 6.24 | 16.54 | 2.65 | 30.89% | 18.25% | 1.39% | 46.18% | 15.64% | 14.9% | 15 | 38.56% | |
300481 | 濮阳惠成 | 原材料 | 化工行业 | 56 | 21.85 | 32.92 | 6.2 | 37.71% | 17.98% | 0.92% | 18.5% | 21.15% | 26.17% | 15 | -21.41% | |
300470 | 中密控股 | 工业 | 机械行业 | 86 | 43.95 | 39.91 | 6.16 | 54.05% | 17.95% | 0.41% | 18.07% | 20.72% | 21.4% | 15 | -30.03% | |
002287 | 奇正藏药 | 医药卫生 | 医药制造 | 153 | 28.85 | 37 | 6.66 | 87.15% | 17.18% | 1.21% | 17.54% | 9.09% | 15.07% | 15 | -45.39% | |
002624 | 完美世界 | 信息技术 | 文化传媒 | 505 | 26.03 | 27.54 | 3.11 | 60.92% | 16.73% | 0.92% | 47.02% | 45.12% | 30.97% | 15 | 0.12% | |
002117 | 东港股份 | 工业 | 造纸印刷 | 42 | 7.73 | 23.29 | 2.82 | 41.24% | 16.55% | 5.17% | 32.13% | 12.95% | 10.62% | 15 | 28.39% | |
300452 | 山河药辅 | 医药卫生 | 医药制造 | 28 | 15.47 | 30.84 | 5.15 | 36.53% | 16.47% | 1.62% | 24.94% | 18.4% | 22.93% | 15 | -15.48% | |
300415 | 伊之密 | 工业 | 机械行业 | 68 | 15.7 | 29.54 | 5.07 | 34.37% | 16.06% | 0.64% | 53.71% | 14.77% | 34.64% | 15 | 4.94% | |
300284 | 苏交科 | 工业 | 工程建设 | 57 | 5.86 | 11.18 | 1.18 | 38.32% | 16% | 2.56% | 63.53% | 23.47% | 14.07% | 15 | 183.01% | |
300019 | 硅宝科技 | 原材料 | 化工行业 | 59 | 17.83 | 32.23 | 6.44 | 32.4% | 15.96% | 0.84% | 23.45% | 19.37% | 32.63% | 15 | -21.96% | |
002399 | 海普瑞 | 医药卫生 | 医药制造 | 256 | 17.48 | 23.39 | 2.81 | 37.31% | 15.77% | 1.03% | 41.72% | 26.9% | 13.15% | 15 | 5.59% | |
603989 | 艾华集团 | 信息技术 | 电子元件 | 96 | 24.28 | 25.09 | 4.31 | 33.29% | 15.59% | 1.24% | 19.77% | 14.82% | 19.74% | 15 | -7.73% | |
603008 | 喜临门 | 可选消费 | 木业家具 | 67 | 17.23 | 24.44 | 2.48 | 34.75% | 15.39% | 0.29% | 52.57% | 18.38% | 11.84% | 15 | 19.35% | |
002626 | 金达威 | 医药卫生 | 食品饮料 | 185 | 30 | 25.8 | 6.06 | 47.53% | 15.24% | 2% | 25.07% | 27.21% | 53.28% | 15 | 31.45% | |
300365 | 恒华科技 | 信息技术 | 软件服务 | 58 | 9.64 | 22.57 | 2.74 | 51.54% | 15.06% | 1.04% | 22.99% | 41.63% | 19.29% | 15 | 29.43% | |
603898 | 好莱客 | 可选消费 | 木业家具 | 51 | 16.46 | 18.09 | 2.18 | 40.06% | 15.06% | 2.22% | 18.12% | 29.43% | 6.47% | 15 | 27.59% | |
603808 | 歌力思 | 可选消费 | 纺织服装 | 45 | 13.48 | 10.6 | 2.09 | 65.87% | 15.05% | 1.85% | 33.23% | 17.71% | 5.18% | 15 | 38.54% | |
002777 | 久远银海 | 信息技术 | 电子信息 | 58 | 18.45 | 34.93 | 5.14 | 49.49% | 15% | 1.08% | 55.47% | 17.93% | 32% | 15 | -3.83% |