A股估值
全市场 5454 只(沪深京 A 股 5576 只,已剔除银行、非银金融 122 只)· 财报更新于 2026-10-14 23:00 · 行情来自腾讯,截至 2026-10-14 23:00 北京时间
触发买入信号0 / 452
E/E ≤ 101 只最低 盐湖股份 8.6 年
预期差最高梅花生物 1.26
主流报告期2026-06-30 5437 只,2 只已披露下一期
买入信号:E/E ≤ 10 且 预期差 > 1.5 · 只看触发
基础化工:452 只,第 1 / 5 页,每页 100 只
| 标的 | 细分 | 股价 | 市值 | 总负债 | 现金等价物 | EV | TTM净利 | 报告期 | E/E | FCF 2021 | FCF 2022 | FCF 2023 | FCF 2024 | FCF 2025 | 5年均FCF | 有息负债 | 内在价值 | 预期差 | 信号 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 梅花生物600873 | 化学制品 | 7.57 | 212.3 | 111.2 | 25.8 | 297.6 | 21.8 | 2026-06-30 | 13.7 | 27.7 | 42.0 | 39.0 | 26.2 | 19.2 | 30.8 | 40.2 | 268.0 | 1.26 | |
| 云天化600096 | 农化制品 | 27.40 | 499.5 | 248.8 | 61.2 | 687.1 | 53.3 | 2026-06-30 | 12.9 | 56.2 | 63.3 | 74.9 | 89.9 | 68.0 | 70.5 | 134.7 | 569.9 | 1.14 | |
| 四川美丰000731 | 农化制品 | 7.64 | 41.9 | 6.2 | 7.9 | 40.2 | -1.8 | 2026-06-30 | 亏损 | 6.1 | 8.2 | 2.2 | 3.3 | 0.1 | 4.0 | 1.0 | 38.8 | 0.93 | |
| 华昌化工002274 | 化学原料 | 5.65 | 53.8 | 23.4 | 4.1 | 73.0 | -0.9 | 2026-06-30 | 亏损 | 16.0 | 11.7 | 6.0 | 1.0 | -7.5 | 5.4 | 4.6 | 49.8 | 0.93 | |
| 北元化工601568 | 化学原料 | 3.60 | 143.0 | 25.7 | 46.3 | 122.4 | 0.4 | 2026-06-30 | 284.6 | 30.5 | 18.6 | -0.9 | 5.7 | 7.8 | 12.3 | 0.0 | 123.4 | 0.86 | |
| 浙江龙盛600352 | 化学制品 | 11.44 | 372.2 | 453.1 | 89.0 | 736.3 | 19.1 | 2026-06-30 | 38.7 | 40.6 | 3.7 | 25.2 | 91.3 | 55.7 | 43.3 | 133.6 | 299.4 | 0.80 | |
| 雪峰科技603227 | 化学制品 | 7.31 | 78.3 | 26.2 | 3.3 | 101.2 | 5.3 | 2026-06-30 | 19.2 | 8.6 | 9.5 | 9.0 | 5.8 | 2.5 | 7.1 | 10.2 | 60.6 | 0.77 | |
| 盐湖股份000792 | 农化制品 | 23.00 | 1,217.1 | 86.6 | 266.4 | 1,037.3 | 120.5 | 2026-06-30 | 8.6 | 39.6 | 167.9 | 111.6 | 66.0 | 85.2 | 94.1 | 14.8 | 925.8 | 0.76 | |
| 建业股份603948 | 化学制品 | 22.29 | 36.2 | 4.6 | 8.8 | 32.1 | 1.6 | 2026-06-30 | 20.4 | 0.9 | 3.3 | 2.8 | 2.6 | 3.7 | 2.7 | 0.0 | 26.6 | 0.73 | |
| 广信股份603599 | 农化制品 | 10.07 | 91.7 | 44.5 | 21.4 | 114.8 | 6.6 | 2026-06-30 | 17.3 | 11.7 | 24.0 | 1.6 | 2.4 | 3.0 | 8.5 | 23.2 | 62.2 | 0.68 | |
| 三维化学002469 | 化学原料 | 6.86 | 44.5 | 7.6 | 4.2 | 47.9 | 1.0 | 2026-06-30 | 47.0 | 2.4 | 4.4 | 4.6 | 2.4 | 0.6 | 2.9 | 0.8 | 28.0 | 0.63 | |
| 山东海化000822 | 化学原料 | 4.24 | 38.0 | 53.2 | 9.2 | 82.1 | -14.1 | 2026-06-30 | 亏损 | 8.0 | 9.1 | -5.2 | 15.0 | -2.8 | 4.8 | 24.7 | 23.5 | 0.62 | |
| 中农立华603970 | 农化制品 | 11.25 | 30.2 | 47.7 | 1.6 | 76.3 | 1.6 | 2026-06-30 | 49.2 | 3.2 | 15.3 | -9.5 | 3.1 | -0.8 | 2.3 | 4.2 | 18.4 | 0.61 | |
| 正丹股份300641 | 化学制品 | 12.98 | 68.2 | 1.2 | 4.5 | 64.9 | 3.2 | 2026-06-30 | 20.2 | 0.4 | 0.5 | 1.0 | 7.9 | 10.4 | 4.0 | 0.1 | 40.4 | 0.59 | |
| 国光股份002749 | 农化制品 | 8.57 | 47.7 | 4.0 | 8.6 | 43.1 | 2.7 | 2026-06-30 | 16.3 | 2.9 | 0.7 | 3.3 | 3.6 | 3.4 | 2.8 | 0.1 | 27.7 | 0.58 | |
| 江盐集团601065 | 化学原料 | 6.73 | 43.3 | 12.4 | 13.7 | 42.0 | 1.5 | 2026-06-30 | 28.6 | 0.8 | 4.7 | 4.4 | 0.7 | 1.9 | 2.5 | 0.2 | 24.8 | 0.57 | |
| 江瀚新材603281 | 化学制品 | 18.08 | 93.8 | 3.5 | 7.9 | 89.4 | 3.9 | 2026-06-30 | 23.2 | 3.0 | 11.8 | 5.4 | 3.4 | 2.8 | 5.3 | 0.0 | 52.8 | 0.56 | |
| 双环科技000707 | 化学原料 | 4.52 | 26.4 | 23.4 | 8.4 | 41.4 | -1.8 | 2026-06-30 | 亏损 | 5.3 | 7.3 | 4.4 | -0.4 | -1.7 | 3.0 | 15.5 | 14.3 | 0.54 | |
| ST海龙000677 | 化学纤维 | 1.61 | 13.9 | 5.5 | 2.7 | 16.8 | -0.1 | 2026-06-30 | 亏损 | 0.7 | 0.9 | 1.0 | 1.3 | 0.0 | 0.8 | 0.5 | 7.3 | 0.53 | |
| 嘉化能源600273 | 化学制品 | 6.30 | 82.6 | 40.9 | 8.9 | 114.6 | 6.3 | 2026-06-30 | 18.3 | 14.2 | 11.8 | -2.5 | 2.8 | 5.3 | 6.3 | 22.8 | 40.4 | 0.49 | |
| 鲁西化工000830 | 化学原料 | 11.17 | 212.7 | 155.7 | 5.9 | 362.5 | 11.2 | 2026-06-30 | 32.4 | 57.0 | 6.5 | 3.8 | 14.1 | 22.2 | 20.7 | 106.1 | 101.1 | 0.48 | |
| 东方铁塔002545 | 农化制品 | 13.17 | 163.8 | 45.8 | 24.3 | 185.4 | 16.9 | 2026-06-30 | 11.0 | 2.3 | 0.9 | 9.0 | 7.3 | 21.2 | 8.1 | 8.3 | 73.1 | 0.45 | |
| 泸天化000912 | 农化制品 | 3.84 | 60.2 | 25.5 | 7.4 | 78.3 | 0.1 | 2026-06-30 | 1,304.7 | 5.1 | 7.3 | 6.3 | -0.1 | -3.6 | 3.0 | 3.5 | 26.5 | 0.44 | |
| 安利股份300218 | 塑料 | 12.40 | 26.9 | 6.9 | 4.7 | 29.1 | 0.7 | 2026-06-30 | 41.0 | -0.1 | 1.4 | 2.6 | 2.2 | 1.0 | 1.4 | 2.5 | 11.7 | 0.43 | |
| 君正集团601216 | 化学原料 | 4.75 | 400.8 | 155.3 | 65.1 | 490.9 | 30.6 | 2026-06-30 | 16.0 | 58.3 | 31.5 | -11.7 | -4.2 | 41.3 | 23.0 | 59.6 | 170.8 | 0.43 | |
| 石英股份603688 | 非金属材料 | 37.95 | 205.6 | 3.5 | 1.6 | 207.5 | 1.4 | 2026-06-30 | 151.5 | -0.4 | 3.4 | 36.0 | 7.1 | -1.8 | 8.9 | 0.0 | 88.6 | 0.43 | |
| 道明光学002632 | 塑料 | 8.40 | 52.5 | 8.6 | 3.2 | 57.9 | 2.0 | 2026-06-30 | 29.5 | 3.8 | 0.3 | 1.9 | 2.3 | 4.1 | 2.5 | 3.8 | 21.1 | 0.40 | |
| 农大科技920159 | 农化制品 | 26.88 | 20.4 | 6.7 | 1.3 | 25.8 | 1.1 | 2026-06-30 | 23.7 | -0.7 | 1.5 | 1.7 | 0.7 | 1.9 | 1.0 | 2.1 | 8.1 | 0.40 | |
| 科强股份920665 | 橡胶 | 8.13 | 10.6 | 1.0 | 2.1 | 9.5 | 0.2 | 2026-06-30 | 39.7 | 0.3 | 0.3 | 0.4 | 0.6 | 0.5 | 0.4 | 0.0 | 4.2 | 0.40 | |
| 红太阳000525 | 农化制品 | 4.42 | 57.6 | 38.4 | 0.3 | 95.8 | -0.7 | 2026-06-30 | 亏损 | 1.6 | 7.0 | 4.8 | 2.8 | 0.4 | 3.3 | 11.5 | 21.7 | 0.38 | |
| 华宝股份300741 | 化学制品 | 21.91 | 134.9 | 3.8 | 29.0 | 109.7 | 1.8 | 2026-06-30 | 60.6 | 11.1 | 5.2 | 5.5 | 3.0 | 1.3 | 5.2 | 0.5 | 51.8 | 0.38 | |
| 洪汇新材002802 | 化学制品 | 12.18 | 22.1 | 0.5 | 1.1 | 21.6 | 0.5 | 2026-06-30 | 44.0 | 0.6 | 1.7 | 0.8 | 0.2 | 0.8 | 0.8 | 0.0 | 8.2 | 0.37 | |
| 硅宝科技300019 | 化学制品 | 14.68 | 57.7 | 11.5 | 5.3 | 64.0 | 2.2 | 2026-06-30 | 29.6 | 0.9 | 0.2 | 2.5 | 3.1 | 4.5 | 2.2 | 1.1 | 21.3 | 0.37 | |
| 联创股份300343 | 化学制品 | 5.11 | 54.6 | 6.4 | 1.6 | 59.4 | 0.6 | 2026-06-30 | 108.0 | 3.4 | 6.0 | 1.9 | -0.6 | -0.3 | 2.1 | 0.9 | 19.9 | 0.37 | |
| 扬农化工600486 | 农化制品 | 50.46 | 203.9 | 67.4 | 11.0 | 260.4 | 12.7 | 2026-06-30 | 20.5 | 1.2 | 9.6 | 8.8 | 3.2 | 12.6 | 7.1 | 2.0 | 68.8 | 0.34 | |
| 键邦股份603285 | 化学制品 | 32.19 | 51.5 | 2.1 | 3.7 | 49.9 | 1.4 | 2026-06-30 | 36.7 | 2.5 | 2.0 | 1.9 | 1.6 | 0.8 | 1.8 | 0.0 | 17.6 | 0.34 | |
| 悦龙科技920188 | 橡胶 | 20.52 | 17.0 | 1.2 | 4.5 | 13.7 | 0.9 | 2026-06-30 | 14.9 | — | 0.4 | 0.3 | 0.9 | 0.7 | 0.6 | 0.0 | 5.8 | 0.34 | |
| 易普力002096 | 化学制品 | 9.10 | 112.9 | 40.4 | 33.7 | 119.6 | 7.1 | 2026-06-30 | 16.8 | -0.1 | 6.4 | 5.4 | 3.8 | 5.7 | 4.2 | 5.3 | 37.1 | 0.33 | |
| 沃顿科技000920 | 塑料 | 11.50 | 54.4 | 6.9 | 8.9 | 52.4 | 2.3 | 2026-06-30 | 22.8 | 1.4 | 1.7 | 1.1 | 2.0 | 2.6 | 1.8 | 0.2 | 17.5 | 0.32 | |
| 元创股份001325 | 橡胶 | 37.74 | 29.6 | 6.0 | 3.4 | 32.2 | 1.4 | 2026-06-30 | 23.5 | 0.2 | 0.9 | 1.6 | 0.9 | 1.4 | 1.0 | 0.4 | 9.6 | 0.32 | |
| 华峰化学002064 | 化学纤维 | 9.35 | 464.0 | 94.6 | 44.6 | 514.1 | 28.6 | 2026-06-30 | 18.0 | 40.2 | -0.4 | 7.5 | 17.3 | 20.2 | 17.0 | 19.9 | 149.7 | 0.32 | |
| 华峰超纤300180 | 塑料 | 4.30 | 75.7 | 12.8 | 1.8 | 86.6 | 0.3 | 2026-06-30 | 346.5 | -1.2 | -1.0 | 2.2 | 8.2 | 5.5 | 2.7 | 4.1 | 23.3 | 0.31 | |
| 江苏索普600746 | 化学原料 | 7.52 | 87.8 | 18.1 | 5.2 | 100.7 | 2.4 | 2026-06-30 | 42.1 | 18.7 | 2.0 | -2.2 | 3.8 | -5.0 | 3.5 | 7.2 | 27.4 | 0.31 | |
| 三维装备920834 | 橡胶 | 8.28 | 9.9 | 0.8 | 1.0 | 9.7 | 0.5 | 2026-06-30 | 20.2 | 0.2 | 0.4 | 0.3 | 0.3 | 0.4 | 0.3 | 0.1 | 3.1 | 0.31 | |
| ST司特002538 | 农化制品 | 6.25 | 53.4 | 12.9 | 3.0 | 63.3 | 1.8 | 2026-06-30 | 35.2 | -1.5 | 9.2 | -1.2 | -0.7 | 2.3 | 1.6 | 0.0 | 16.2 | 0.30 | |
| 锦华新材920015 | 化学制品 | 41.57 | 56.4 | 4.1 | 8.9 | 51.5 | 1.5 | 2026-06-30 | 35.5 | 2.9 | 0.8 | 2.0 | 0.6 | 2.2 | 1.7 | 0.0 | 17.0 | 0.30 | |
| 新和成002001 | 化学制品 | 25.89 | 795.7 | 116.5 | 74.0 | 838.3 | 71.7 | 2026-06-30 | 11.7 | 23.7 | -5.7 | 6.7 | 54.7 | 69.0 | 29.7 | 68.8 | 228.0 | 0.29 | |
| 澄星股份600078 | 农化制品 | 9.36 | 63.6 | 38.6 | 3.8 | 98.4 | 1.1 | 2026-06-30 | 91.9 | 4.5 | 3.4 | 4.7 | 1.1 | 3.0 | 3.3 | 15.2 | 18.2 | 0.29 | |
| 永利股份300230 | 塑料 | 4.31 | 35.1 | 9.7 | 7.3 | 37.5 | 1.7 | 2026-06-30 | 21.7 | 0.4 | 3.0 | -0.2 | 0.8 | 2.7 | 1.3 | 3.5 | 9.9 | 0.28 | |
| 杭华股份688571 | 化学制品 | 7.58 | 32.2 | 5.9 | 9.0 | 29.1 | 1.1 | 2026-06-30 | 26.2 | 1.0 | 1.3 | 1.5 | 1.0 | -0.2 | 0.9 | 0.2 | 9.0 | 0.28 | |
| 晨化股份300610 | 化学制品 | 10.14 | 21.5 | 5.0 | 0.4 | 26.1 | 0.7 | 2026-06-30 | 37.2 | 1.1 | 1.1 | 0.2 | 1.0 | 0.2 | 0.7 | 1.4 | 5.8 | 0.27 | |
| 汇得科技603192 | 化学制品 | 19.11 | 31.9 | 6.9 | 10.1 | 28.7 | 0.7 | 2026-06-30 | 40.5 | 1.3 | -0.4 | 1.9 | -0.2 | 2.0 | 0.9 | 0.5 | 8.8 | 0.27 | |
| 三友化工600409 | 化学原料 | 5.94 | 122.6 | 116.7 | 29.4 | 209.9 | 1.9 | 2026-06-30 | 113.4 | 15.1 | 20.3 | 13.4 | 7.2 | -7.0 | 9.8 | 65.8 | 32.2 | 0.26 | |
| 利通科技920225 | 橡胶 | 15.45 | 19.6 | 2.3 | 0.8 | 21.1 | 0.8 | 2026-06-30 | 27.4 | -0.3 | 0.7 | 0.8 | 1.0 | 0.5 | 0.5 | 0.3 | 5.2 | 0.26 | |
| 新农股份002942 | 农化制品 | 16.98 | 26.4 | 4.5 | 3.0 | 27.9 | 1.1 | 2026-06-30 | 26.3 | 0.8 | 0.4 | 0.2 | 1.1 | 0.8 | 0.7 | 0.0 | 6.6 | 0.25 | |
| 龙高股份605086 | 非金属材料 | 22.28 | 39.9 | 1.3 | 0.7 | 40.5 | 1.2 | 2026-06-30 | 35.2 | 0.9 | 0.8 | 0.9 | 1.3 | 1.1 | 1.0 | 0.0 | 10.0 | 0.25 | |
| 彩客科技920206 | 化学制品 | 40.88 | 29.3 | 0.7 | 4.7 | 25.3 | 1.5 | 2026-06-30 | 17.3 | 0.7 | 0.3 | 0.2 | 1.1 | 1.3 | 0.7 | 0.0 | 7.2 | 0.25 | |
| 闰土股份002440 | 化学制品 | 11.56 | 129.9 | 17.6 | 13.7 | 133.9 | 11.5 | 2026-06-30 | 11.7 | 3.4 | 6.9 | -2.5 | 4.6 | 6.0 | 3.7 | 5.2 | 31.6 | 0.24 | |
| 确成股份605183 | 橡胶 | 15.83 | 65.7 | 5.8 | 7.8 | 63.7 | 4.0 | 2026-06-30 | 16.0 | 1.5 | 2.2 | 1.7 | 2.2 | 0.5 | 1.6 | 0.5 | 15.7 | 0.24 | |
| 藏格矿业000408 | 农化制品 | 71.42 | 1,120.5 | 14.5 | 28.1 | 1,106.9 | 56.9 | 2026-06-30 | 19.5 | 19.7 | 53.0 | 26.6 | 7.7 | 20.2 | 25.4 | 2.3 | 252.1 | 0.22 | |
| 卫星化学002648 | 化学原料 | 26.20 | 882.6 | 396.8 | 98.0 | 1,181.4 | 87.9 | 2026-06-30 | 13.4 | -3.9 | 19.7 | 55.9 | 74.5 | 69.5 | 43.1 | 235.0 | 196.4 | 0.22 | |
| 鼎龙科技603004 | 化学制品 | 19.11 | 45.0 | 1.4 | 5.7 | 40.7 | 1.1 | 2026-06-30 | 35.7 | 0.2 | 0.9 | 0.8 | 0.9 | 1.9 | 0.9 | 0.1 | 9.3 | 0.21 | |
| 巍华新材603310 | 化学制品 | 14.37 | 49.6 | 13.7 | 5.7 | 57.6 | 1.6 | 2026-06-30 | 36.7 | 3.4 | 4.4 | 2.7 | -1.2 | -3.0 | 1.3 | 2.0 | 10.6 | 0.21 | |
| 丽臣实业001218 | 化学制品 | 22.23 | 29.9 | 8.5 | 2.9 | 35.5 | 2.6 | 2026-06-30 | 13.6 | -0.5 | 1.5 | -1.4 | 1.6 | 1.8 | 0.6 | 0.0 | 6.0 | 0.20 | |
| 海利得002206 | 化学纤维 | 4.91 | 57.1 | 35.1 | 5.7 | 86.5 | 5.1 | 2026-06-30 | 16.9 | -3.4 | 4.9 | 6.2 | 4.7 | 5.1 | 3.5 | 23.7 | 11.3 | 0.20 | |
| 宁波色母301019 | 塑料 | 15.71 | 31.1 | 2.2 | 1.8 | 31.5 | 1.2 | 2026-06-30 | 26.9 | 1.1 | 0.6 | 0.6 | 0.1 | 0.6 | 0.6 | 0.0 | 6.0 | 0.19 | |
| 华润材料301090 | 塑料 | 6.87 | 101.1 | 32.8 | 5.0 | 129.0 | 2.9 | 2026-06-30 | 44.8 | 1.3 | 6.5 | -3.2 | 2.1 | 2.8 | 1.9 | 0.1 | 18.9 | 0.19 | |
| 远翔新材301300 | 橡胶 | 31.51 | 20.6 | 1.8 | 2.1 | 20.3 | 0.7 | 2026-06-30 | 27.5 | 0.7 | 0.6 | 0.2 | -0.2 | 0.5 | 0.4 | 0.2 | 3.4 | 0.17 | |
| 红四方603395 | 农化制品 | 23.82 | 61.9 | 8.7 | 4.8 | 65.8 | 0.3 | 2026-06-30 | 199.5 | 1.2 | 3.1 | 1.2 | -0.1 | 0.5 | 1.2 | 1.7 | 10.1 | 0.16 | |
| 富邦科技300387 | 农化制品 | 7.22 | 20.9 | 5.2 | 3.2 | 22.9 | 0.5 | 2026-06-30 | 43.2 | 0.7 | 0.2 | 0.8 | 1.3 | 0.3 | 0.7 | 3.5 | 3.1 | 0.15 | |
| 天富龙603406 | 化学纤维 | 26.82 | 107.3 | 4.7 | 3.9 | 108.1 | 4.7 | 2026-06-30 | 23.1 | 1.1 | -0.6 | 0.9 | 1.9 | 4.9 | 1.6 | 0.0 | 16.4 | 0.15 | |
| 一诺威920261 | 化学制品 | 13.35 | 38.9 | 17.8 | 2.9 | 53.8 | 2.1 | 2026-06-30 | 25.2 | 2.7 | 1.5 | 1.4 | 0.9 | -1.3 | 1.0 | 4.5 | 5.9 | 0.15 | |
| 润普食品920422 | 化学制品 | 9.25 | 8.2 | 1.1 | 0.7 | 8.6 | 0.3 | 2026-06-30 | 28.7 | 0.2 | 0.6 | 0.0 | -0.1 | 0.0 | 0.1 | 0.2 | 1.3 | 0.15 | |
| 蓝晓科技300487 | 塑料 | 64.70 | 329.4 | 21.9 | 26.0 | 325.3 | 8.7 | 2026-06-30 | 37.3 | 2.1 | 6.4 | 5.1 | 5.5 | 6.7 | 5.2 | 5.1 | 46.5 | 0.14 | |
| 兴业股份603928 | 塑料 | 12.16 | 41.4 | 5.1 | 1.4 | 45.1 | 1.2 | 2026-06-30 | 37.0 | -0.2 | 0.5 | 0.6 | 1.6 | 0.4 | 0.6 | 0.0 | 5.8 | 0.14 | |
| 万德股份920519 | 化学制品 | 10.85 | 9.7 | 0.7 | 1.4 | 9.0 | 0.4 | 2026-06-30 | 21.4 | 0.2 | 0.5 | -0.5 | 0.1 | 0.4 | 0.1 | 0.0 | 1.4 | 0.14 | |
| 兴欣新材001358 | 化学制品 | 23.03 | 28.4 | 1.2 | 4.6 | 25.0 | 0.5 | 2026-06-30 | 48.1 | 0.5 | 1.0 | 0.9 | 0.4 | -0.9 | 0.4 | 0.2 | 3.6 | 0.13 | |
| 壶化股份003002 | 化学制品 | 15.55 | 37.8 | 6.3 | 1.9 | 42.2 | 1.4 | 2026-06-30 | 31.0 | 0.2 | 1.1 | 0.8 | 0.3 | 0.7 | 0.6 | 1.4 | 4.8 | 0.13 | |
| 新亚强603155 | 化学制品 | 15.71 | 71.9 | 2.6 | 1.9 | 72.6 | 1.0 | 2026-06-30 | 76.4 | 1.0 | 0.7 | 1.3 | 1.5 | 0.2 | 0.9 | 0.0 | 9.4 | 0.13 | |
| 森合高科920038 | 化学制品 | 36.30 | 37.9 | 1.5 | 2.8 | 36.6 | 2.8 | 2026-06-30 | 13.2 | 0.4 | 0.0 | 0.3 | 0.6 | 1.2 | 0.5 | 0.1 | 4.9 | 0.13 | |
| 秉扬科技920675 | 非金属材料 | 7.26 | 12.5 | 2.2 | 1.2 | 13.5 | 0.4 | 2026-06-30 | 36.6 | 0.3 | -0.9 | 0.5 | 0.6 | 0.8 | 0.3 | 1.0 | 1.6 | 0.13 | |
| 大东南002263 | 塑料 | 3.14 | 59.0 | 1.8 | 1.5 | 59.3 | 0.2 | 2026-06-30 | 296.7 | 1.7 | 1.1 | -0.2 | 0.9 | -0.1 | 0.7 | 0.0 | 6.8 | 0.12 | |
| 江苏博云301003 | 塑料 | 56.95 | 55.3 | 1.1 | 1.7 | 54.6 | 1.0 | 2026-06-30 | 53.6 | 0.8 | 0.5 | -0.2 | 0.8 | 1.3 | 0.6 | 0.0 | 6.4 | 0.12 | |
| 慧谷新材301683 | 化学制品 | 89.98 | 56.8 | 3.3 | 11.8 | 48.3 | 2.1 | 2026-06-30 | 22.9 | — | 0.1 | 0.9 | 0.7 | 1.0 | 0.7 | 0.0 | 6.7 | 0.12 | |
| 金牛化工600722 | 化学原料 | 14.35 | 97.6 | 1.2 | 10.4 | 88.4 | 0.6 | 2026-06-30 | 157.8 | 1.4 | 1.4 | 1.6 | 0.7 | 0.8 | 1.2 | 0.0 | 11.8 | 0.12 | |
| 百傲化学603360 | 农化制品 | 12.37 | 87.4 | 18.3 | 9.3 | 96.3 | 1.8 | 2026-06-30 | 55.1 | -0.5 | 3.5 | 3.2 | 0.9 | 5.1 | 2.4 | 13.7 | 10.7 | 0.12 | |
| 安迪苏600299 | 化学制品 | 8.10 | 249.5 | 88.0 | 44.4 | 293.1 | 13.2 | 2026-06-30 | 22.2 | 2.9 | 1.9 | 13.2 | 13.2 | -3.7 | 5.5 | 26.4 | 28.6 | 0.11 | |
| 双欣材料001369 | 化学纤维 | 11.72 | 134.4 | 13.8 | 18.0 | 130.2 | 5.3 | 2026-06-30 | 24.7 | 4.7 | 5.9 | 1.5 | 0.9 | -4.8 | 1.6 | 2.5 | 14.0 | 0.10 | |
| 华鼎股份601113 | 化学纤维 | 3.49 | 47.3 | 22.7 | 8.8 | 61.1 | 1.2 | 2026-06-30 | 51.4 | 1.8 | 0.4 | 6.9 | 4.0 | -6.2 | 1.4 | 8.9 | 4.9 | 0.10 | |
| 联科科技001207 | 橡胶 | 18.30 | 55.5 | 14.1 | 3.5 | 66.1 | 3.2 | 2026-09-30 | 20.7 | -0.3 | -0.3 | 0.5 | 1.4 | 3.7 | 1.0 | 4.8 | 5.2 | 0.09 | |
| 海达股份300320 | 橡胶 | 7.94 | 47.7 | 11.3 | 1.6 | 57.4 | 2.6 | 2026-06-30 | 22.4 | 0.4 | -0.2 | 0.0 | 0.0 | 2.9 | 0.6 | 1.8 | 4.5 | 0.09 | |
| 长裕集团603407 | 化学原料 | 48.80 | 199.0 | 5.1 | 12.0 | 192.1 | 2.7 | 2026-06-30 | 70.1 | — | 1.2 | 1.5 | 1.7 | 3.1 | 1.9 | 0.1 | 18.7 | 0.09 | |
| 高盟新材300200 | 化学制品 | 7.95 | 34.3 | 7.4 | 1.7 | 40.0 | 0.8 | 2026-06-30 | 50.6 | 1.5 | 1.3 | 0.3 | -0.5 | -0.6 | 0.4 | 1.2 | 2.8 | 0.08 | |
| 瑞丰新材300910 | 化学制品 | 26.88 | 103.0 | 17.8 | 3.0 | 117.8 | 7.8 | 2026-06-30 | 15.1 | -1.4 | 4.4 | 2.5 | -0.3 | 4.3 | 1.9 | 10.3 | 8.7 | 0.08 | |
| 红星发展600367 | 化学原料 | 29.68 | 101.3 | 6.4 | 6.4 | 101.2 | 1.0 | 2026-06-30 | 102.3 | 1.8 | 1.6 | 1.2 | 0.3 | -0.4 | 0.9 | 0.4 | 8.6 | 0.08 | |
| 金瑞矿业600714 | 化学原料 | 16.59 | 47.8 | 0.7 | 3.9 | 44.6 | 0.1 | 2026-06-30 | 371.9 | 0.7 | 0.6 | -0.1 | 0.4 | 0.2 | 0.4 | 0.0 | 3.6 | 0.08 | |
| 百合花603823 | 化学制品 | 38.67 | 161.0 | 8.2 | 5.9 | 163.3 | 1.8 | 2026-06-30 | 89.7 | 0.4 | 0.5 | 2.4 | 2.9 | 1.0 | 1.4 | 1.2 | 13.2 | 0.08 | |
| 金奥博002917 | 化学制品 | 12.10 | 42.1 | 10.7 | 3.3 | 49.5 | 1.8 | 2026-06-30 | 28.1 | 0.0 | -1.6 | 0.9 | 1.2 | 2.9 | 0.7 | 3.9 | 2.9 | 0.07 | |
| *ST柳化600423 | 化学原料 | 2.62 | 20.9 | 0.6 | 4.3 | 17.2 | -0.2 | 2026-06-30 | 亏损 | 0.1 | 0.2 | 0.0 | 0.5 | 0.0 | 0.2 | 0.0 | 1.6 | 0.07 | |
| 天新药业603235 | 化学制品 | 25.71 | 112.6 | 14.5 | 16.9 | 110.1 | 5.6 | 2026-06-30 | 19.8 | 6.0 | 3.5 | 1.9 | -5.7 | 0.5 | 1.2 | 5.0 | 7.4 | 0.07 |
金额单位:亿元人民币;E/E 单位:年。点表头排序,排序作用于当前筛选的全部标的。
公式与口径
- E/E = (市值 + 总负债 − 现金等价物) ÷ TTM 净利,即按当前年化净利收回企业价值所需的年限(不折现)。
- 预期差 = 内在价值 ÷ 市值;内在价值 = 10 × 近 5 年平均 FCF − 有息负债(隐含 FCF 永续、零增长、10% 收益率)。
- TTM 净利:归母净利润(PARENTNETPROFIT)的累计值先拆成单季,再取最近四个单季相加。
- FCF = 经营活动现金流净额 − 购建固定资产等长期资产支付的现金,只取年报。缺失年份不补零,取已有年份的平均(上市不满 5 年的公司同样处理;东财多数收录了招股书里的上市前年报)。
- 有息负债 = 短期借款 + 长期借款 + 应付债券 + 一年内到期的非流动负债 + 租赁负债,取该股最新报告期资产负债表。
- 现金等价物:现金流量表期末现金及现金等价物余额,可能含受限资金。
- TTM 净利含非经常性损益;FCF 未区分维持性与扩张性 CAPEX;含 H 股的公司按 A 股市值计。
- E/E 和预期差都假设当前盈利和 FCF 能代表未来。周期性行业在盈利高峰时 E/E 偏低,可能是周期顶部的价值陷阱,而不是低估;重资产、在建项目多的公司 E/E 普遍偏高、FCF 常为负。
- 口径与 stock.plaingarden.cc、电力瓶颈页 完全相同,同一只股票三处的数字可以直接比较。本页不构成投资建议。
名单与数据
- 名单:东方财富沪深京 A 股全部(不含 B 股),按东方财富的申万一级行业板块归类;没有归入任何一级行业的(多为新股)列在「未分类」;已退市但仍留在东方财富列表里的旧代码(总市值为 0)不收。银行、非银金融整个剔除:存款和客户保证金都记在负债里,E/E 的「总负债」口径对它们没有意义。名单每周一更新。
- 财报:东方财富数据中心按报告期一次取全市场(主要指标、资产负债表、现金流量表),字段与 F10 个股页同源。每天 18:45(北京时间)更新最近两个季末,更早的期只在缺失时补。
- 行情:交易日 09:15–15:10 每 5 分钟取一次全市场快照(东方财富,失败时用腾讯);收盘后和周末显示最后一份。
- 银行、非银金融以外的公司都用一般企业报表格式;个别公司若没有一般企业资产负债表,其有息负债与现金记为 0。