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1 / 95
E/E ≤ 101 只最低 金科股份 0.6 年
预期差最高ST云城 39.86
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
房地产:95 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ST云城600239 | 房地产开发 | 1.34 | 21.5 | 72.8 | 4.9 | 89.3 | -1.8 | 2026-06-30 | 亏损 | 272.9 | 158.1 | 12.4 | -0.4 | 7.7 | 90.1 | 44.5 | 856.9 | 39.86 | |
| 荣安地产000517 | 房地产开发 | 1.99 | 63.4 | 61.0 | 20.4 | 104.0 | -13.4 | 2026-06-30 | 亏损 | -4.1 | 104.7 | 24.3 | 19.9 | 13.6 | 31.7 | 12.5 | 304.3 | 4.80 | |
| 中交发展000736 | 房地产服务 | 4.64 | 34.7 | 12.4 | 3.6 | 43.5 | -5.1 | 2026-06-30 | 亏损 | -45.3 | 28.8 | 70.8 | 31.5 | -2.9 | 16.6 | 1.8 | 164.0 | 4.73 | |
| 福星股份000926 | 房地产开发 | 2.04 | 32.5 | 160.8 | 6.5 | 186.8 | -58.0 | 2026-06-30 | 亏损 | 50.3 | 21.9 | 8.0 | -0.8 | 13.4 | 18.6 | 52.0 | 133.6 | 4.11 | |
| 中洲控股000042 | 房地产开发 | 8.05 | 53.5 | 300.5 | 62.0 | 292.0 | -1.0 | 2026-06-30 | 亏损 | 1.4 | 9.3 | 13.4 | 56.5 | 54.4 | 27.0 | 75.0 | 195.0 | 3.65 | |
| 津投城开600322 | 房地产服务 | 2.69 | 29.7 | 1.3 | 0.6 | 30.4 | -8.4 | 2026-06-30 | 亏损 | 22.4 | 4.3 | 12.1 | 5.9 | 4.0 | 9.7 | 0.0 | 97.4 | 3.28 | |
| 我爱我家000560 | 房地产服务 | 3.22 | 75.9 | 138.5 | 29.8 | 184.6 | -0.5 | 2026-06-30 | 亏损 | 13.0 | 40.1 | 43.9 | 41.0 | 30.5 | 33.7 | 93.7 | 243.3 | 3.21 | |
| 新黄浦600638 | 房地产开发 | 5.00 | 33.7 | 172.9 | 83.3 | 123.3 | 1.8 | 2026-06-30 | 69.2 | 16.0 | 32.1 | -5.0 | -0.4 | 17.8 | 12.1 | 25.9 | 95.1 | 2.82 | |
| 华远控股600743 | 房地产服务 | 2.25 | 52.8 | 10.5 | 1.3 | 62.0 | -1.1 | 2026-06-30 | 亏损 | 73.2 | 17.9 | 0.3 | -19.5 | 0.4 | 14.5 | 9.3 | 135.3 | 2.56 | |
| 金科股份000656 | 房地产开发 | 1.13 | 119.7 | 94.8 | 7.3 | 207.2 | 368.7 | 2026-06-30 | 0.6 | 138.0 | 52.3 | -35.5 | -6.8 | -17.4 | 26.1 | 7.4 | 253.8 | 2.12 | 触发 |
| *ST发展000838 | 房地产开发 | 2.13 | 23.4 | 21.5 | 0.2 | 44.7 | -6.8 | 2026-06-30 | 亏损 | 28.9 | -2.1 | -1.1 | -0.7 | 0.7 | 5.1 | 3.3 | 48.1 | 2.06 | |
| 城建发展600266 | 房地产开发 | 4.19 | 87.0 | 809.8 | 120.0 | 776.8 | -10.9 | 2026-06-30 | 亏损 | 29.1 | 81.9 | 130.1 | 55.0 | 5.6 | 60.3 | 431.2 | 172.2 | 1.98 | |
| 金地集团600383 | 房地产开发 | 2.36 | 106.5 | 1,405.3 | 86.4 | 1,425.5 | -123.3 | 2026-06-30 | 亏损 | 87.8 | 192.1 | 16.0 | 134.2 | -5.0 | 85.0 | 653.6 | 196.6 | 1.85 | |
| 大名城600094 | 房地产开发 | 4.16 | 96.7 | 51.6 | 5.8 | 142.5 | 1.2 | 2026-06-30 | 118.7 | 65.1 | 8.6 | 16.4 | 0.2 | 6.4 | 19.3 | 15.3 | 178.1 | 1.84 | |
| 滨江集团002244 | 房地产开发 | 9.67 | 300.9 | 1,395.6 | 303.6 | 1,392.9 | 18.1 | 2026-06-30 | 76.8 | 8.0 | 50.8 | 324.6 | 76.4 | -43.0 | 83.4 | 288.5 | 545.1 | 1.81 | |
| ST海泰600082 | 房地产开发 | 3.30 | 21.3 | 8.4 | 3.3 | 26.5 | -0.7 | 2026-06-30 | 亏损 | 0.4 | 1.6 | 4.5 | 6.9 | 7.8 | 4.2 | 6.0 | 36.5 | 1.71 | |
| 招商积余001914 | 房地产服务 | 9.20 | 96.9 | 95.2 | 40.1 | 152.0 | 6.6 | 2026-06-30 | 23.2 | 6.8 | 9.7 | 17.9 | 18.1 | 16.2 | 13.7 | 6.2 | 131.2 | 1.35 | |
| *ST皇庭000056 | 房地产服务 | 2.12 | 25.1 | 43.2 | 0.8 | 67.4 | -28.2 | 2026-06-30 | 亏损 | 4.0 | — | 3.0 | 3.3 | 1.5 | 3.0 | 7.0 | 22.5 | 0.90 | |
| 广宇集团002133 | 房地产开发 | 2.88 | 22.3 | 30.2 | 7.9 | 44.6 | -0.7 | 2026-06-30 | 亏损 | -5.6 | -5.3 | 15.4 | 5.9 | 5.3 | 3.1 | 12.4 | 19.1 | 0.85 | |
| 中国国贸600007 | 房地产开发 | 20.99 | 211.4 | 14.4 | 27.3 | 198.5 | 12.0 | 2026-06-30 | 16.5 | 16.4 | 17.5 | 18.5 | 17.3 | 15.0 | 16.9 | 0.4 | 169.0 | 0.80 | |
| 世联行002285 | 房地产服务 | 2.74 | 54.6 | 10.3 | 7.1 | 57.9 | -6.7 | 2026-06-30 | 亏损 | 10.2 | 5.8 | 4.4 | 0.6 | -0.3 | 4.1 | 0.1 | 41.3 | 0.76 | |
| 南都物业603506 | 房地产服务 | 11.29 | 21.2 | 15.5 | 4.2 | 32.5 | 0.9 | 2026-06-30 | 38.2 | 1.8 | 1.4 | 1.8 | 1.7 | 1.0 | 1.5 | 1.9 | 13.6 | 0.64 | |
| 渝开发000514 | 房地产开发 | 4.28 | 36.1 | 27.9 | 6.9 | 57.1 | -1.9 | 2026-06-30 | 亏损 | 4.6 | 13.3 | -9.9 | 1.6 | 5.0 | 2.9 | 10.4 | 18.8 | 0.52 | |
| 沙河股份000014 | 房地产开发 | 10.76 | 26.0 | 5.8 | 2.0 | 29.8 | -1.6 | 2026-06-30 | 亏损 | -0.9 | 3.3 | 4.7 | -1.4 | 0.8 | 1.3 | 0.1 | 12.9 | 0.50 | |
| 苏宁环球000718 | 房地产开发 | 2.02 | 61.3 | 37.1 | 5.4 | 93.0 | -0.9 | 2026-06-30 | 亏损 | 3.6 | 7.7 | 0.9 | 4.9 | 2.0 | 3.8 | 12.2 | 26.1 | 0.42 | |
| *ST南置002305 | 房地产开发 | 1.99 | 34.5 | 5.4 | 1.6 | 38.3 | -8.9 | 2026-06-30 | 亏损 | 21.6 | -24.3 | 15.4 | -10.0 | 5.9 | 1.7 | 3.1 | 14.1 | 0.41 | |
| 新大正002968 | 房地产服务 | 9.38 | 21.2 | 7.1 | 2.8 | 25.6 | 1.0 | 2026-06-30 | 26.6 | 0.4 | 0.5 | 1.6 | 1.0 | 0.8 | 0.9 | 0.6 | 8.0 | 0.38 | |
| *ST数源000909 | 房地产开发 | 5.64 | 24.7 | 12.0 | 0.6 | 36.1 | -4.0 | 2026-06-30 | 亏损 | 1.7 | -1.7 | 4.6 | 3.4 | 0.4 | 1.7 | 8.5 | 8.3 | 0.34 | |
| 盈新发展000620 | 房地产开发 | 2.86 | 167.9 | 52.6 | 2.4 | 218.0 | -9.3 | 2026-06-30 | 亏损 | 27.9 | 3.8 | 4.6 | -2.4 | 2.4 | 7.3 | 20.2 | 52.4 | 0.31 | |
| 亚通股份600692 | 房地产开发 | 6.38 | 22.4 | 27.0 | 10.1 | 39.3 | 0.4 | 2026-06-30 | 91.4 | -2.4 | -2.0 | -2.5 | 8.2 | 3.4 | 0.9 | 2.9 | 6.5 | 0.29 | |
| 特发服务300917 | 房地产服务 | 30.37 | 51.3 | 10.5 | 2.0 | 59.8 | 1.3 | 2026-06-30 | 46.4 | 1.6 | 1.2 | 2.0 | 1.1 | 1.6 | 1.5 | 1.9 | 13.1 | 0.26 | |
| 宁波富达600724 | 房地产服务 | 4.88 | 70.5 | 8.0 | 2.0 | 76.5 | 1.9 | 2026-06-30 | 41.3 | 2.2 | 0.2 | 3.1 | 2.5 | 3.0 | 2.2 | 4.1 | 17.9 | 0.25 | |
| 北辰实业601588 | 房地产开发 | 1.73 | 58.3 | 336.6 | 70.5 | 324.4 | -22.8 | 2026-06-30 | 亏损 | 59.5 | 37.5 | 11.8 | 8.3 | 10.6 | 25.5 | 242.8 | 12.6 | 0.22 | |
| 华联控股000036 | 房地产开发 | 3.86 | 54.2 | 22.8 | 20.7 | 56.2 | 1.0 | 2026-06-30 | 58.6 | -3.7 | 22.5 | -9.4 | -3.3 | 2.8 | 1.8 | 7.1 | 10.7 | 0.20 | |
| 阳光股份000608 | 房地产开发 | 6.54 | 49.0 | 21.7 | 2.3 | 68.5 | -2.3 | 2026-06-30 | 亏损 | 2.1 | 1.6 | 1.4 | 1.8 | 1.6 | 1.7 | 8.2 | 8.8 | 0.18 | |
| 荣丰控股000668 | 房地产开发 | 22.62 | 34.0 | 4.5 | 1.9 | 36.6 | 0.3 | 2026-06-30 | 135.6 | 1.1 | -0.9 | 0.0 | 0.1 | 2.6 | 0.6 | 1.3 | 4.5 | 0.13 | |
| 衢州发展600208 | 房地产开发 | 2.83 | 240.8 | 527.5 | 27.3 | 741.1 | 1.7 | 2026-06-30 | 435.9 | 144.8 | 33.7 | -40.0 | 3.4 | 1.1 | 28.6 | 275.5 | 10.5 | 0.04 | |
| 三湘印象000863 | 房地产开发 | 4.32 | 51.0 | 18.6 | 3.4 | 66.2 | -1.6 | 2026-06-30 | 亏损 | 1.7 | 1.2 | 0.0 | 0.7 | -0.6 | 0.6 | 4.5 | 1.5 | 0.03 | |
| 香江控股600162 | 房地产开发 | 3.83 | 125.2 | 108.3 | 9.1 | 224.4 | -0.9 | 2026-06-30 | 亏损 | 2.8 | 2.7 | 10.2 | 2.0 | -1.9 | 3.2 | 30.4 | 1.2 | 0.01 | |
| 万通发展600246 | 房地产开发 | 11.45 | 224.0 | 25.9 | 7.9 | 242.0 | -8.4 | 2026-06-30 | 亏损 | 0.5 | 4.2 | 0.8 | 0.3 | 1.3 | 1.4 | 16.3 | -2.1 | -0.01 | |
| 中天服务002188 | 房地产服务 | 5.66 | 18.5 | 2.4 | 1.3 | 19.6 | 0.3 | 2026-06-30 | 69.9 | 0.5 | -0.4 | 0.2 | -0.3 | -0.1 | -0.0 | 0.2 | -0.4 | -0.02 | |
| ST明诚600136 | 房地产服务 | 1.48 | 30.2 | 5.8 | 1.1 | 35.0 | -0.2 | 2026-06-30 | 亏损 | 1.3 | 0.8 | 0.0 | -0.9 | -0.4 | 0.2 | 2.2 | -0.6 | -0.02 | |
| *ST中迪000609 | 房地产开发 | 9.27 | 27.7 | 23.1 | 0.5 | 50.3 | -4.4 | 2026-06-30 | 亏损 | 1.5 | 1.1 | -0.5 | 0.4 | — | 0.6 | 7.4 | -1.1 | -0.04 | |
| 津滨发展000897 | 房地产开发 | 1.87 | 30.2 | 22.9 | 4.4 | 48.7 | -0.5 | 2026-06-30 | 亏损 | 12.7 | 8.9 | -3.2 | -4.5 | -12.3 | 0.3 | 4.6 | -1.4 | -0.05 | |
| 光大嘉宝600622 | 房地产开发 | 2.35 | 35.2 | 151.6 | 8.6 | 178.2 | -12.6 | 2026-06-30 | 亏损 | 34.6 | -1.1 | 4.2 | 3.2 | 2.7 | 8.7 | 90.2 | -3.0 | -0.08 | |
| 深深房A000029 | 房地产开发 | 21.16 | 214.1 | 3.7 | 2.7 | 215.1 | -0.1 | 2026-06-30 | 亏损 | -12.1 | -6.8 | 10.4 | -1.3 | -1.0 | -2.2 | 0.0 | -21.6 | -0.10 | |
| 大龙地产600159 | 房地产开发 | 2.64 | 21.9 | 14.1 | 2.7 | 33.3 | -2.8 | 2026-06-30 | 亏损 | 2.3 | 0.7 | -5.5 | 0.0 | -0.1 | -0.5 | 0.0 | -5.2 | -0.24 | |
| 粤宏远A000573 | 房地产开发 | 4.33 | 27.6 | 4.7 | 4.8 | 27.5 | 0.1 | 2026-06-30 | 211.7 | 1.1 | -0.7 | -3.2 | -0.2 | -0.3 | -0.7 | 2.4 | -9.0 | -0.33 | |
| 中新集团601512 | 房地产开发 | 8.07 | 121.0 | 157.9 | 32.5 | 246.4 | 9.8 | 2026-06-30 | 25.3 | -5.5 | 4.4 | 8.1 | 3.6 | 8.3 | 3.8 | 89.7 | -51.9 | -0.43 | |
| 珠江股份600684 | 房地产服务 | 3.49 | 38.6 | 8.8 | 8.2 | 39.3 | 0.7 | 2026-06-30 | 56.9 | -7.5 | -1.9 | -1.4 | 2.1 | 0.5 | -1.6 | 1.3 | -17.7 | -0.46 | |
| 新城控股601155 | 房地产开发 | 12.07 | 272.3 | 1,796.7 | 53.0 | 2,016.0 | 6.3 | 2026-06-30 | 318.0 | 60.4 | 65.1 | 77.4 | -3.9 | 11.3 | 42.1 | 555.2 | -134.6 | -0.49 | |
| 天健集团000090 | 房地产开发 | 3.54 | 66.2 | 417.1 | 81.2 | 402.1 | -1.5 | 2026-06-30 | 亏损 | 3.9 | -21.7 | 70.2 | 9.9 | 1.1 | 12.7 | 161.3 | -34.5 | -0.52 | |
| 深振业A000006 | 房地产开发 | 6.98 | 94.2 | 99.4 | 24.4 | 169.2 | -0.7 | 2026-06-30 | 亏损 | -38.8 | 23.0 | 0.5 | 10.7 | 1.6 | -0.6 | 45.0 | -50.9 | -0.54 | |
| ST中装002822 | 房地产服务 | 2.78 | 54.2 | 3.7 | 5.5 | 52.4 | -27.9 | 2026-06-30 | 亏损 | -7.7 | -4.1 | -1.1 | -2.2 | -0.2 | -3.1 | 0.3 | -30.9 | -0.57 | |
| 西藏城投600773 | 房地产开发 | 9.09 | 86.5 | 66.9 | 9.6 | 143.8 | -5.6 | 2026-06-30 | 亏损 | -3.0 | 9.3 | -5.9 | -5.3 | -4.7 | -1.9 | 30.5 | -49.7 | -0.57 | |
| 华丽家族600503 | 房地产开发 | 2.33 | 37.3 | 11.1 | 7.6 | 40.8 | -0.8 | 2026-06-30 | 亏损 | -2.7 | -2.5 | -3.5 | -2.2 | 0.9 | -2.0 | 2.7 | -22.7 | -0.61 | |
| 空港股份600463 | 房地产开发 | 7.84 | 23.5 | 19.2 | 1.0 | 41.7 | -0.8 | 2026-06-30 | 亏损 | -2.0 | -1.5 | -1.0 | 0.2 | -0.4 | -0.9 | 6.3 | -15.7 | -0.67 | |
| 中国武夷000797 | 房地产开发 | 2.55 | 40.1 | 165.2 | 23.0 | 182.4 | -8.0 | 2026-06-30 | 亏损 | 5.8 | 5.7 | 12.2 | -0.7 | 4.1 | 5.4 | 87.7 | -33.5 | -0.83 | |
| 招商蛇口001979 | 房地产开发 | 7.48 | 674.4 | 5,637.2 | 974.1 | 5,337.5 | 1.0 | 2026-06-30 | 5,132.2 | 159.7 | 161.6 | 248.4 | 262.6 | 62.1 | 178.9 | 2,436.4 | -647.6 | -0.96 | |
| 陆家嘴600663 | 房地产开发 | 8.96 | 451.2 | 1,216.5 | 125.6 | 1,542.1 | 15.2 | 2026-06-30 | 101.5 | 9.1 | -61.0 | 81.4 | -20.4 | 91.7 | 20.2 | 682.9 | -481.3 | -1.07 | |
| 市北高新600604 | 房地产开发 | 4.53 | 84.9 | 124.9 | 18.6 | 191.1 | -2.4 | 2026-06-30 | 亏损 | -4.7 | 17.4 | -4.0 | -3.1 | -0.2 | 1.1 | 107.7 | -96.9 | -1.14 | |
| 南京高科600064 | 房地产开发 | 7.92 | 137.0 | 186.3 | 19.5 | 303.9 | 17.1 | 2026-06-30 | 17.8 | 4.9 | -18.7 | -22.0 | -5.2 | 9.2 | -6.4 | 94.2 | -157.8 | -1.15 | |
| 光明地产600708 | 房地产开发 | 2.89 | 64.4 | 457.2 | 44.2 | 477.3 | -37.1 | 2026-06-30 | 亏损 | 59.8 | 36.7 | -9.0 | -11.4 | 5.5 | 16.3 | 238.5 | -75.3 | -1.17 | |
| 电子城600658 | 房地产开发 | 4.15 | 46.4 | 110.8 | 7.9 | 149.3 | -18.9 | 2026-06-30 | 亏损 | 22.6 | -8.4 | -1.3 | -8.3 | 1.3 | 1.2 | 69.4 | -57.6 | -1.24 | |
| 天保基建000965 | 房地产开发 | 3.30 | 36.6 | 75.6 | 9.9 | 102.4 | -0.5 | 2026-06-30 | 亏损 | 10.0 | 8.4 | -12.6 | 7.1 | -14.1 | -0.2 | 43.5 | -45.9 | -1.25 | |
| 中华企业600675 | 房地产开发 | 2.31 | 139.7 | 329.5 | 114.4 | 354.8 | -7.0 | 2026-06-30 | 亏损 | 27.7 | 1.4 | -2.0 | 23.4 | -12.1 | 7.7 | 255.8 | -179.0 | -1.28 | |
| 张江高科600895 | 房地产开发 | 26.30 | 407.3 | 410.3 | 37.2 | 780.5 | 9.5 | 2026-06-30 | 82.5 | -14.2 | -20.5 | -47.3 | -44.6 | -0.7 | -25.5 | 276.9 | -531.5 | -1.30 | |
| 凤凰股份600716 | 房地产开发 | 3.63 | 34.0 | 18.2 | 6.0 | 46.2 | -7.0 | 2026-06-30 | 亏损 | -1.3 | -25.4 | 0.6 | 1.4 | 2.1 | -4.5 | 4.0 | -49.2 | -1.45 | |
| 卧龙新能600173 | 房地产开发 | 5.66 | 39.7 | 40.0 | 2.5 | 77.2 | -2.5 | 2026-06-30 | 亏损 | 1.8 | -12.0 | -5.1 | -6.9 | -0.2 | -4.5 | 19.6 | -64.4 | -1.62 | |
| 天地源600665 | 房地产开发 | 3.29 | 28.4 | 184.8 | 10.3 | 202.8 | -17.1 | 2026-06-30 | 亏损 | 6.6 | 13.9 | 10.2 | -8.7 | 5.4 | 5.5 | 107.9 | -53.1 | -1.87 | |
| 世荣兆业002016 | 房地产开发 | 4.50 | 36.4 | 26.1 | 9.9 | 52.6 | 1.8 | 2026-06-30 | 29.9 | -2.2 | -4.5 | -6.3 | -12.4 | -1.5 | -5.4 | 15.6 | -69.4 | -1.91 | |
| 京能置业600791 | 房地产开发 | 6.40 | 29.0 | 132.7 | 16.3 | 145.4 | -11.2 | 2026-06-30 | 亏损 | 21.9 | -18.5 | 43.3 | -40.4 | 0.4 | 1.3 | 70.5 | -57.1 | -1.97 | |
| 荣盛发展002146 | 房地产开发 | 1.19 | 51.7 | 1,170.5 | 6.6 | 1,215.6 | -75.9 | 2026-06-30 | 亏损 | 159.8 | 21.2 | -15.1 | -17.9 | -7.2 | 28.2 | 392.1 | -110.4 | -2.14 | |
| 外高桥600648 | 房地产开发 | 9.42 | 128.1 | 306.8 | 52.3 | 382.6 | 9.4 | 2026-06-30 | 40.6 | 34.4 | -21.3 | -4.6 | -34.6 | -11.1 | -7.4 | 213.3 | -287.7 | -2.25 | |
| 上海临港600848 | 房地产开发 | 8.57 | 216.2 | 577.4 | 51.9 | 741.7 | 12.9 | 2026-06-30 | 57.6 | -20.0 | 6.0 | -56.6 | -51.2 | -10.3 | -26.4 | 337.8 | -602.0 | -2.78 | |
| 绿地控股600606 | 房地产开发 | 1.38 | 194.0 | 9,660.5 | 126.2 | 9,728.3 | -230.1 | 2026-06-30 | 亏损 | 554.3 | 246.5 | -24.8 | -38.2 | 30.3 | 153.6 | 2,088.3 | -552.1 | -2.85 | |
| 黑牡丹600510 | 房地产开发 | 6.22 | 64.2 | 162.1 | 14.2 | 212.1 | -0.8 | 2026-06-30 | 亏损 | -19.3 | -13.4 | -11.3 | 4.3 | -4.0 | -8.7 | 103.1 | -190.5 | -2.97 | |
| 深物业A000011 | 房地产开发 | 10.81 | 64.4 | 119.6 | 12.7 | 171.3 | -0.5 | 2026-06-30 | 亏损 | -18.5 | 0.9 | -2.7 | -14.3 | -21.3 | -11.2 | 83.8 | -195.6 | -3.04 | |
| 信达地产600657 | 房地产开发 | 3.03 | 86.4 | 556.1 | 69.8 | 572.7 | -55.1 | 2026-06-30 | 亏损 | 26.9 | 18.2 | 6.7 | -11.5 | 4.8 | 9.0 | 359.1 | -268.9 | -3.11 | |
| 上实发展600748 | 房地产开发 | 3.87 | 71.4 | 176.3 | 39.4 | 208.3 | -1.2 | 2026-06-30 | 亏损 | -35.9 | 21.0 | -28.2 | -12.8 | 11.1 | -9.0 | 139.3 | -228.9 | -3.21 | |
| 金融街000402 | 房地产开发 | 2.60 | 77.7 | 875.2 | 145.4 | 807.5 | -44.6 | 2026-06-30 | 亏损 | 38.3 | 55.1 | 60.0 | 59.7 | 20.0 | 46.6 | 719.3 | -253.1 | -3.26 | |
| 保利发展600048 | 房地产开发 | 5.48 | 656.0 | 8,364.9 | 1,302.9 | 7,718.0 | -3.2 | 2026-06-30 | 亏损 | 102.8 | 72.4 | 137.5 | 60.8 | 147.0 | 104.1 | 3,354.8 | -2,313.8 | -3.53 | |
| 合肥城建002208 | 房地产开发 | 9.01 | 72.4 | 222.4 | 30.2 | 264.6 | -7.3 | 2026-06-30 | 亏损 | -26.2 | -19.0 | 10.7 | -1.4 | -36.5 | -14.5 | 127.9 | -272.7 | -3.77 | |
| 栖霞建设600533 | 房地产开发 | 2.20 | 23.1 | 145.3 | 8.1 | 160.3 | -25.4 | 2026-06-30 | 亏损 | 28.0 | -9.1 | -10.6 | -3.6 | 2.3 | 1.4 | 103.6 | -89.6 | -3.88 | |
| 浦东金桥600639 | 房地产开发 | 9.69 | 108.8 | 285.0 | 33.7 | 360.0 | 10.2 | 2026-06-30 | 35.2 | 10.7 | -25.4 | -67.3 | -12.6 | -19.0 | -22.7 | 206.8 | -434.0 | -3.99 | |
| 华侨城A000069 | 房地产开发 | 1.80 | 144.7 | 2,112.9 | 164.1 | 2,093.5 | -151.2 | 2026-06-30 | 亏损 | 133.3 | -44.9 | 11.0 | 39.3 | 115.4 | 50.8 | 1,174.1 | -665.9 | -4.60 | |
| 首开股份600376 | 房地产开发 | 2.98 | 76.9 | 1,450.6 | 100.8 | 1,426.7 | -66.2 | 2026-06-30 | 亏损 | 66.3 | 38.4 | 53.7 | 71.9 | 76.3 | 61.3 | 985.8 | -372.6 | -4.84 | |
| 大悦城000031 | 房地产开发 | 2.27 | 97.3 | 1,163.8 | 199.0 | 1,062.2 | -31.8 | 2026-06-30 | 亏损 | -113.5 | 11.4 | 88.5 | 51.0 | 23.3 | 12.1 | 683.1 | -561.7 | -5.77 | |
| 南山控股002314 | 房地产开发 | 2.28 | 61.7 | 448.7 | 67.6 | 442.8 | -27.0 | 2026-06-30 | 亏损 | -12.3 | -61.3 | 12.8 | -21.7 | 26.3 | -11.2 | 274.5 | -386.9 | -6.27 | |
| 城投控股600649 | 房地产开发 | 3.85 | 95.9 | 594.0 | 67.2 | 622.7 | 0.8 | 2026-06-30 | 741.3 | -128.9 | -85.4 | 20.2 | 24.7 | 20.7 | -29.7 | 432.6 | -730.0 | -7.61 | |
| 万科A000002 | 房地产开发 | 3.67 | 437.9 | 7,439.6 | 530.8 | 7,346.6 | -915.6 | 2026-06-30 | 亏损 | -54.6 | -100.8 | -44.2 | -7.2 | -41.8 | -49.7 | 3,339.6 | -3,836.8 | -8.76 | |
| 华发股份600325 | 房地产开发 | 2.69 | 74.0 | 2,304.1 | 199.5 | 2,178.5 | -133.2 | 2026-06-30 | 亏损 | 61.4 | 78.2 | -18.4 | 56.0 | 127.0 | 60.8 | 1,298.0 | -689.6 | -9.32 | |
| 京投发展600683 | 房地产开发 | 8.28 | 61.3 | 501.3 | 53.0 | 509.6 | -12.7 | 2026-06-30 | 亏损 | 75.3 | -83.6 | -43.3 | -62.1 | 6.8 | -21.4 | 449.4 | -663.2 | -10.82 | |
| 苏州高新600736 | 房地产开发 | 6.19 | 71.3 | 530.1 | 38.3 | 563.1 | 5.8 | 2026-06-30 | 96.7 | -35.9 | -61.7 | -45.3 | -37.7 | -10.8 | -38.3 | 419.9 | -802.7 | -11.26 | |
| *ST华幸600340 | 房地产开发 | 1.25 | 48.7 | 2,621.2 | 22.4 | 2,647.5 | -207.2 | 2026-06-30 | 亏损 | -38.1 | -5.8 | -16.9 | -24.6 | -35.7 | -24.2 | 1,386.0 | -1,628.2 | -33.43 |
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。