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 / 75
E/E ≤ 100 只最低 上峰材料 12.3 年
预期差最高宁夏建材 1.05
主流报告期2026-06-30 5437 只
买入信号:E/E ≤ 10 且 预期差 > 1.5 · 只看触发
建筑材料:75 只,第 1 / 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 宁夏建材600449 | 水泥 | 12.08 | 57.8 | 16.1 | 30.6 | 43.3 | 1.3 | 2026-06-30 | 32.3 | 10.7 | 1.8 | 4.9 | 4.6 | 8.6 | 6.1 | 0.5 | 60.7 | 1.05 | |
| 北新建材000786 | 装修建材 | 16.48 | 279.8 | 92.0 | 25.3 | 346.6 | 23.5 | 2026-06-30 | 14.7 | 22.0 | 22.2 | 35.7 | 39.4 | 30.1 | 29.9 | 7.5 | 291.3 | 1.04 | |
| 兔宝宝002043 | 装修建材 | 12.29 | 102.0 | 25.8 | 11.9 | 115.8 | 6.8 | 2026-06-30 | 17.0 | 6.6 | 7.7 | 18.0 | 8.6 | 7.6 | 9.7 | 0.2 | 96.8 | 0.95 | |
| 鲁阳节能002088 | 装修建材 | 7.95 | 40.5 | 6.6 | 3.6 | 43.5 | -0.3 | 2026-06-30 | 亏损 | 4.5 | 5.0 | 1.9 | 4.8 | 2.3 | 3.7 | 0.1 | 36.9 | 0.91 | |
| 伟星新材002372 | 装修建材 | 8.63 | 137.4 | 14.1 | 9.1 | 142.4 | 8.6 | 2026-06-30 | 16.6 | 13.6 | 13.1 | 9.9 | 7.9 | 9.3 | 10.8 | 0.2 | 107.4 | 0.78 | |
| 塔牌集团002233 | 水泥 | 7.37 | 86.5 | 12.3 | 10.3 | 88.5 | 4.2 | 2026-06-30 | 21.2 | 13.8 | 0.8 | 7.4 | 3.3 | 4.4 | 5.9 | 0.3 | 59.2 | 0.68 | |
| 万年青000789 | 水泥 | 4.15 | 33.1 | 36.9 | 14.5 | 55.5 | -0.6 | 2026-06-30 | 亏损 | 6.5 | -1.8 | 1.6 | 5.1 | 3.7 | 3.0 | 14.2 | 16.0 | 0.48 | |
| 金晶科技600586 | 玻璃玻纤 | 3.86 | 54.7 | 43.3 | 7.4 | 90.5 | -8.0 | 2026-06-30 | 亏损 | 10.2 | 5.1 | 2.9 | 2.8 | 2.2 | 4.6 | 22.4 | 24.0 | 0.44 | |
| 垒知集团002398 | 水泥 | 4.18 | 28.8 | 19.0 | 4.2 | 43.7 | 0.5 | 2026-06-30 | 94.9 | 2.1 | 2.0 | 2.3 | 1.1 | 1.6 | 1.8 | 6.7 | 11.5 | 0.40 | |
| 瑞尔竞达920191 | 装修建材 | 8.44 | 15.0 | 1.9 | 3.1 | 13.8 | 0.8 | 2026-06-30 | 16.6 | 1.0 | 0.3 | -0.3 | 0.8 | 0.8 | 0.5 | 0.1 | 5.2 | 0.34 | |
| 聚力文化002247 | 装修建材 | 2.41 | 20.5 | 2.5 | 1.6 | 21.4 | 0.4 | 2026-06-30 | 54.8 | 0.7 | 0.6 | 0.8 | 0.5 | 0.7 | 0.7 | 0.1 | 6.5 | 0.32 | |
| 坚朗五金002791 | 装修建材 | 15.08 | 53.4 | 28.7 | 6.2 | 75.9 | -1.3 | 2026-06-30 | 亏损 | 1.1 | 4.8 | 1.6 | 0.5 | 0.8 | 1.8 | 2.0 | 15.6 | 0.29 | |
| 上峰材料000672 | 水泥 | 14.22 | 137.9 | 84.9 | 7.6 | 215.2 | 17.6 | 2026-06-30 | 12.3 | 17.2 | -0.9 | 2.0 | 7.9 | 8.1 | 6.9 | 35.2 | 33.4 | 0.24 | |
| 海螺水泥600585 | 水泥 | 17.54 | 925.6 | 505.3 | 135.4 | 1,295.5 | 62.3 | 2026-06-30 | 20.8 | 187.0 | -170.0 | 59.1 | 71.6 | 70.1 | 43.6 | 262.9 | 172.7 | 0.19 | |
| 青松建化600425 | 水泥 | 3.61 | 57.9 | 25.7 | 14.3 | 69.3 | 2.9 | 2026-06-30 | 23.9 | 5.1 | 0.5 | 2.4 | 1.0 | 2.8 | 2.4 | 13.8 | 9.8 | 0.17 | |
| 耀皮玻璃600819 | 玻璃玻纤 | 5.40 | 52.7 | 39.2 | 6.0 | 85.9 | 0.8 | 2026-06-30 | 102.3 | 2.0 | 0.1 | 2.7 | 1.5 | 0.5 | 1.4 | 7.9 | 5.7 | 0.11 | |
| 开尔新材300234 | 装修建材 | 11.60 | 58.4 | 1.9 | 0.8 | 59.4 | -0.2 | 2026-06-30 | 亏损 | -0.1 | -0.4 | 0.7 | 1.4 | 1.0 | 0.5 | 0.5 | 4.7 | 0.08 | |
| 瑞泰科技002066 | 装修建材 | 18.22 | 42.8 | 37.7 | 4.0 | 76.6 | -1.0 | 2026-06-30 | 亏损 | 1.9 | 2.5 | 1.0 | 2.6 | 0.4 | 1.7 | 15.2 | 1.6 | 0.04 | |
| 公元股份002641 | 装修建材 | 3.77 | 46.3 | 34.8 | 7.2 | 73.9 | 0.3 | 2026-06-30 | 231.0 | -3.6 | -2.0 | 7.1 | -0.7 | 0.9 | 0.3 | 1.9 | 1.5 | 0.03 | |
| 三峡新材600293 | 玻璃玻纤 | 3.93 | 45.6 | 17.2 | 1.6 | 61.2 | -0.8 | 2026-06-30 | 亏损 | 7.7 | 0.3 | -0.1 | -0.4 | -3.2 | 0.9 | 7.1 | 1.5 | 0.03 | |
| 友邦吊顶002718 | 装修建材 | 79.75 | 103.2 | 3.0 | 1.2 | 105.0 | 0.0 | 2026-06-30 | 10,498.0 | -1.7 | 2.5 | 1.8 | -1.2 | -0.3 | 0.2 | 0.2 | 2.0 | 0.02 | |
| 北京利尔002392 | 装修建材 | 7.02 | 83.6 | 47.9 | 5.8 | 125.6 | 5.7 | 2026-06-30 | 22.2 | -1.2 | 4.2 | -2.2 | 1.3 | 0.8 | 0.6 | 7.9 | -2.1 | -0.02 | |
| 中国巨石600176 | 玻璃玻纤 | 36.24 | 1,450.7 | 229.9 | 30.7 | 1,649.9 | 45.3 | 2026-06-30 | 36.4 | 23.3 | -14.2 | -5.9 | 7.3 | 28.3 | 7.8 | 115.8 | -38.2 | -0.03 | |
| 东宏股份603856 | 装修建材 | 11.57 | 32.6 | 11.4 | 2.2 | 41.8 | 2.5 | 2026-06-30 | 16.7 | -3.6 | -0.2 | 1.9 | -0.5 | 3.2 | 0.2 | 2.7 | -1.1 | -0.03 | |
| 九鼎新材002201 | 玻璃玻纤 | 8.46 | 55.1 | 23.6 | 1.7 | 77.0 | 0.9 | 2026-06-30 | 86.5 | 0.1 | 0.1 | -0.2 | 0.6 | 1.2 | 0.4 | 6.0 | -2.4 | -0.04 | |
| 宏和科技603256 | 玻璃玻纤 | 106.80 | 966.1 | 29.4 | 8.9 | 986.6 | 4.9 | 2026-06-30 | 199.7 | -4.4 | 0.1 | -2.8 | 1.5 | -5.2 | -2.2 | 18.9 | -40.5 | -0.04 | |
| 法狮龙605318 | 装修建材 | 76.46 | 96.1 | 4.3 | 2.0 | 98.4 | -0.1 | 2026-06-30 | 亏损 | -0.1 | 0.2 | -1.3 | -0.2 | 0.1 | -0.3 | 2.6 | -5.2 | -0.05 | |
| 万里石002785 | 装修建材 | 31.29 | 70.9 | 6.8 | 3.3 | 74.4 | -0.6 | 2026-06-30 | 亏损 | -0.2 | 0.2 | -0.5 | -0.7 | 0.2 | -0.2 | 2.4 | -4.4 | -0.06 | |
| 科创新材920580 | 装修建材 | 10.74 | 9.2 | 0.4 | 0.3 | 9.3 | 0.3 | 2026-06-30 | 35.6 | -0.1 | 0.1 | 0.0 | -0.2 | -0.1 | -0.1 | 0.1 | -0.7 | -0.07 | |
| 中旗新材001212 | 装修建材 | 30.32 | 60.9 | 3.1 | 4.5 | 59.5 | -0.4 | 2026-06-30 | 亏损 | 0.2 | -0.9 | -1.2 | -0.4 | -0.3 | -0.5 | 1.3 | -6.4 | -0.11 | |
| 青龙管业002457 | 装修建材 | 11.32 | 37.8 | 20.2 | 4.7 | 53.3 | 1.3 | 2026-06-30 | 40.4 | -2.1 | 0.0 | 0.9 | -0.7 | 4.1 | 0.4 | 8.6 | -4.2 | -0.11 | |
| 雄塑科技300599 | 装修建材 | 13.13 | 47.0 | 2.5 | 3.9 | 45.7 | -0.6 | 2026-06-30 | 亏损 | -2.1 | 0.5 | 0.9 | -1.1 | -0.6 | -0.5 | 0.4 | -5.2 | -0.11 | |
| 晶雪节能301010 | 装修建材 | 27.05 | 29.2 | 5.7 | 0.8 | 34.2 | 0.1 | 2026-06-30 | 569.5 | -0.8 | -0.6 | 0.1 | -0.5 | 0.5 | -0.3 | 0.5 | -3.1 | -0.11 | |
| 北玻股份002613 | 玻璃玻纤 | 3.25 | 35.8 | 6.8 | 3.7 | 38.9 | -0.1 | 2026-06-30 | 亏损 | -0.9 | -1.3 | 0.1 | 1.1 | -1.3 | -0.5 | 0.0 | -4.6 | -0.13 | |
| 扬子新材002652 | 装修建材 | 4.14 | 21.2 | 2.2 | 0.2 | 23.2 | -0.2 | 2026-06-30 | 亏损 | -2.0 | 0.2 | 0.3 | 0.6 | 0.1 | -0.2 | 1.3 | -2.9 | -0.14 | |
| 三棵树603737 | 装修建材 | 21.78 | 192.8 | 106.2 | 3.4 | 295.7 | 6.4 | 2026-06-30 | 46.2 | -17.7 | 0.2 | 8.0 | -0.6 | 13.7 | 0.7 | 36.6 | -29.4 | -0.15 | |
| *ST纳川300198 | 装修建材 | 2.05 | 21.2 | 16.0 | 1.1 | 36.1 | -2.8 | 2026-06-30 | 亏损 | -1.6 | 0.6 | 0.9 | 0.7 | 0.2 | 0.2 | 5.6 | -4.0 | -0.19 | |
| 国际复材301526 | 玻璃玻纤 | 23.35 | 880.5 | 149.4 | 17.1 | 1,012.8 | 6.8 | 2026-06-30 | 148.7 | 6.4 | -9.9 | -13.7 | 2.4 | -7.2 | -4.4 | 119.9 | -163.9 | -0.19 | |
| 韩建河山603616 | 水泥 | 5.40 | 20.9 | 11.3 | 1.3 | 30.9 | -0.3 | 2026-06-30 | 亏损 | -1.2 | 0.5 | 0.0 | 0.1 | -0.2 | -0.2 | 2.7 | -4.3 | -0.21 | |
| *ST顾地002694 | 装修建材 | 2.84 | 21.7 | 12.2 | 1.4 | 32.5 | -2.1 | 2026-06-30 | 亏损 | -0.1 | 0.2 | 0.2 | -2.1 | 0.0 | -0.4 | 1.1 | -4.7 | -0.22 | |
| 龙泉股份002671 | 水泥 | 3.99 | 22.4 | 10.9 | 2.6 | 30.7 | 0.1 | 2026-06-30 | 219.3 | -1.3 | -0.7 | -0.7 | 0.1 | 2.8 | 0.0 | 5.5 | -5.1 | -0.23 | |
| 中钢洛耐688119 | 装修建材 | 3.69 | 41.5 | 20.9 | 14.3 | 48.1 | -2.7 | 2026-06-30 | 亏损 | 0.6 | -0.7 | -2.4 | -1.1 | 0.7 | -0.6 | 5.0 | -10.8 | -0.26 | |
| 东方雨虹002271 | 装修建材 | 10.72 | 256.1 | 223.6 | 38.1 | 441.6 | 1.6 | 2026-06-30 | 272.6 | -3.9 | -35.7 | 2.2 | 22.8 | 25.6 | 2.2 | 90.5 | -68.5 | -0.27 | |
| 中材科技002080 | 玻璃玻纤 | 46.48 | 780.0 | 402.4 | 21.4 | 1,161.1 | 20.3 | 2026-06-30 | 57.3 | 18.7 | -16.3 | -29.4 | -9.6 | 18.5 | -3.6 | 178.6 | -214.8 | -0.28 | |
| 西藏天路600326 | 水泥 | 6.41 | 87.3 | 55.4 | 18.0 | 124.6 | -0.3 | 2026-06-30 | 亏损 | -3.5 | -1.7 | 0.5 | 3.4 | 2.6 | 0.3 | 27.1 | -24.5 | -0.28 | |
| 华立股份603038 | 装修建材 | 14.90 | 40.0 | 14.2 | 3.1 | 51.0 | 0.8 | 2026-06-30 | 63.8 | -3.1 | -0.8 | -0.2 | 2.2 | -0.2 | -0.4 | 8.2 | -12.4 | -0.31 | |
| 海南瑞泽002596 | 水泥 | 3.24 | 37.2 | 25.6 | 0.3 | 62.5 | -2.0 | 2026-06-30 | 亏损 | -1.3 | -0.6 | 0.7 | 0.7 | 0.6 | 0.0 | 12.5 | -12.3 | -0.33 | |
| 苏博特603916 | 水泥 | 10.02 | 42.1 | 33.0 | 4.0 | 71.1 | 1.3 | 2026-06-30 | 53.9 | 0.4 | -0.8 | 0.3 | 3.3 | 1.6 | 1.0 | 23.5 | -13.9 | -0.33 | |
| 华新建材600801 | 水泥 | 20.70 | 430.4 | 431.7 | 64.8 | 797.3 | 34.6 | 2026-06-30 | 23.0 | 13.7 | -31.5 | 13.9 | 14.4 | 40.7 | 10.2 | 250.8 | -148.4 | -0.34 | |
| 国亮新材920076 | 装修建材 | 12.08 | 14.1 | 10.0 | 4.5 | 19.6 | 0.8 | 2026-06-30 | 23.3 | -1.7 | 0.1 | -0.1 | 0.5 | 0.3 | -0.2 | 3.5 | -5.3 | -0.37 | |
| 振石股份601112 | 玻璃玻纤 | 14.72 | 256.2 | 61.0 | 12.6 | 304.6 | 8.0 | 2026-06-30 | 38.3 | — | -7.3 | -11.8 | -8.3 | -1.6 | -7.3 | 25.4 | -97.9 | -0.38 | |
| 森泰股份301429 | 装修建材 | 16.64 | 19.7 | 3.8 | 3.2 | 20.3 | 0.5 | 2026-06-30 | 41.4 | 0.6 | 0.1 | -0.7 | -2.9 | -0.1 | -0.6 | 1.7 | -7.7 | -0.39 | |
| 金隅冀东000401 | 水泥 | 3.60 | 95.6 | 288.2 | 52.5 | 331.3 | -5.8 | 2026-06-30 | 亏损 | 39.1 | -2.1 | 10.1 | 15.0 | 18.4 | 16.1 | 203.2 | -42.2 | -0.44 | |
| 濮耐股份002225 | 装修建材 | 3.34 | 38.7 | 49.8 | 4.1 | 84.4 | 0.3 | 2026-06-30 | 255.7 | -4.5 | -4.0 | 2.5 | 3.3 | 1.8 | -0.2 | 19.1 | -20.9 | -0.54 | |
| 西部建设002302 | 水泥 | 4.75 | 60.0 | 217.3 | 15.5 | 261.8 | -8.4 | 2026-06-30 | 亏损 | 2.0 | 1.5 | -0.4 | 2.1 | -6.6 | -0.3 | 30.9 | -33.7 | -0.56 | |
| ST金顶600678 | 水泥 | 5.26 | 18.4 | 11.9 | 0.7 | 29.6 | -0.1 | 2026-06-30 | 亏损 | 0.6 | -0.5 | -0.8 | -0.9 | -1.1 | -0.5 | 5.0 | -10.4 | -0.56 | |
| 山东玻纤605006 | 玻璃玻纤 | 13.25 | 86.6 | 49.0 | 6.0 | 129.5 | 0.1 | 2026-06-30 | 1,850.4 | 5.6 | 2.8 | -2.3 | -6.8 | -6.6 | -1.5 | 34.1 | -48.7 | -0.56 | |
| 方大集团000055 | 装修建材 | 3.83 | 41.1 | 66.8 | 6.6 | 101.2 | -4.8 | 2026-06-30 | 亏损 | -1.8 | 0.9 | 1.8 | 0.4 | 0.9 | 0.4 | 28.5 | -24.1 | -0.59 | |
| 尖峰集团600668 | 水泥 | 7.26 | 30.0 | 21.6 | 1.4 | 50.2 | -2.2 | 2026-06-30 | 亏损 | 1.7 | -0.7 | -2.0 | 0.7 | -4.5 | -1.0 | 8.3 | -17.9 | -0.60 | |
| 海螺新材000619 | 装修建材 | 5.08 | 22.4 | 23.4 | 2.4 | 43.3 | -0.9 | 2026-06-30 | 亏损 | -2.4 | 0.3 | -0.7 | 0.6 | 2.0 | -0.0 | 13.2 | -13.6 | -0.61 | |
| 四方新材605122 | 水泥 | 11.49 | 19.8 | 12.0 | 2.4 | 29.4 | -2.8 | 2026-06-30 | 亏损 | -2.7 | -2.8 | -0.6 | -0.1 | 2.0 | -0.8 | 3.9 | -12.3 | -0.62 | |
| 长海股份300196 | 玻璃玻纤 | 15.47 | 63.3 | 29.4 | 14.7 | 78.0 | 3.1 | 2026-06-30 | 25.3 | -4.9 | -2.2 | 0.3 | -1.8 | -2.2 | -2.2 | 18.7 | -40.3 | -0.64 | |
| 东和新材920792 | 装修建材 | 9.19 | 15.2 | 9.1 | 0.8 | 23.5 | 0.8 | 2026-06-30 | 29.0 | 0.4 | 0.2 | -0.5 | -0.4 | -2.6 | -0.6 | 5.5 | -11.3 | -0.74 | |
| 福建水泥600802 | 水泥 | 6.70 | 30.7 | 24.9 | 0.5 | 55.0 | -2.2 | 2026-06-30 | 亏损 | 1.1 | -3.9 | -2.5 | 1.2 | -0.5 | -0.9 | 16.2 | -25.4 | -0.83 | |
| 罗普斯金002333 | 装修建材 | 5.21 | 35.2 | 11.5 | 3.9 | 42.8 | 0.4 | 2026-06-30 | 101.9 | -4.5 | -4.4 | -3.6 | 0.3 | -0.6 | -2.6 | 4.1 | -29.7 | -0.84 | |
| 凯伦股份300715 | 装修建材 | 14.76 | 55.8 | 41.4 | 3.0 | 94.2 | 0.1 | 2026-06-30 | 1,883.4 | -6.9 | -5.6 | -0.9 | -3.3 | 2.1 | -2.9 | 23.3 | -52.5 | -0.94 | |
| 国统股份002205 | 水泥 | 11.30 | 21.0 | 33.4 | 0.4 | 54.1 | -1.7 | 2026-06-30 | 亏损 | -1.1 | 0.3 | -2.4 | -0.3 | -0.2 | -0.7 | 14.3 | -21.7 | -1.04 | |
| 科顺股份300737 | 装修建材 | 4.47 | 49.6 | 93.3 | 17.1 | 125.8 | -5.2 | 2026-06-30 | 亏损 | 1.9 | -1.0 | -3.2 | 0.6 | 1.5 | -0.0 | 55.2 | -55.6 | -1.12 | |
| 南玻A000012 | 玻璃玻纤 | 3.65 | 111.1 | 182.3 | 28.3 | 265.1 | -3.7 | 2026-06-30 | 亏损 | 20.8 | -14.6 | -15.1 | -5.8 | 1.2 | -2.7 | 103.2 | -130.2 | -1.17 | |
| 旗滨集团601636 | 玻璃玻纤 | 4.99 | 147.6 | 205.0 | 32.8 | 319.8 | -4.4 | 2026-06-30 | 亏损 | 36.3 | -36.1 | -38.3 | -22.2 | -2.3 | -12.5 | 143.1 | -268.3 | -1.82 | |
| 三和管桩003037 | 水泥 | 6.32 | 37.9 | 40.4 | 8.5 | 69.8 | -0.0 | 2026-06-30 | 亏损 | -4.8 | -3.5 | -6.2 | -4.8 | -3.1 | -4.5 | 24.7 | -69.5 | -1.83 | |
| 天山股份000877 | 水泥 | 3.61 | 256.7 | 1,919.8 | 120.4 | 2,056.1 | -95.6 | 2026-06-30 | 亏损 | 84.0 | -2.7 | 63.8 | 33.4 | 70.2 | 49.7 | 1,238.6 | -741.2 | -2.89 | |
| *ST亚士603378 | 装修建材 | 4.25 | 18.2 | 40.4 | 0.1 | 58.5 | -14.1 | 2026-06-30 | 亏损 | -21.1 | -1.3 | 1.8 | -5.9 | -0.6 | -5.4 | 23.2 | -77.4 | -4.25 | |
| 凯盛新能600876 | 玻璃玻纤 | 7.25 | 46.8 | 101.5 | 0.9 | 147.4 | -13.0 | 2026-06-30 | 亏损 | -15.5 | -13.2 | -17.2 | -10.3 | -11.7 | -13.6 | 68.1 | -203.9 | -4.36 | |
| 金隅集团601992 | 水泥 | 1.42 | 151.6 | 1,847.7 | 155.5 | 1,843.8 | -16.9 | 2026-06-30 | 亏损 | 87.3 | 80.3 | 38.6 | -87.3 | -16.9 | 20.4 | 1,288.9 | -1,084.9 | -7.16 |
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。