【华泰消费】重点公司盈利预测与估值更新表

来源:同花顺iFinD动态函数 + 华泰研究所估值模型;状态:已刷新;生成时间:2026-07-15 23:38:26;网页展示汇率换算后人民币总市值>60亿元的标的(129/172家)

市值单位:当地货币百万元;公司按折算后人民币市值从高到低排列。

深蓝色 = iFinD 一致预期
绿色 = 华泰研究所模型预测
所属板块股票名称股票代码市值HTSC PE 26EHTSC PE 27EHTSC PE 28EiFinD PE 26EiFinD PE 27EiFinD PE 28EiFinD收入 26EiFinD收入 27EiFinD收入 28EHTSC收入 26EHTSC收入 27EHTSC收入 28EiFinD净利润 26EiFinD净利润 27EiFinD净利润 28EHTSC净利润 26EHTSC净利润 27EHTSC净利润 28EHTSC研报标题
家用电器美的集团000333.SZ627,423.5013.2712.0711.0613.3712.3411.41487,802.89520,430.73555,211.49487,999.21526,523.16565,205.7847,073.1851,002.6055,156.0847,275.4651,979.8256,749.85科技转型引领价值重估
农林牧渔牧原股份002714.SZ225,453.19N/A7.168.2637.748.318.85128,350.52155,441.46150,919.59110,945.00138,648.40130,225.406,065.8527,548.2425,874.69-2,034.7831,489.0527,299.22成本优化但猪价低迷致业绩承压
家用电器格力电器000651.SZ223,103.997.386.886.447.407.046.67176,773.25183,830.77190,749.32178,379.79189,478.17202,878.5830,151.8131,701.6633,442.0830,244.4032,424.4434,622.64高股息价值仍具支撑
家用电器创科实业0669.HK234,749.8021.1818.4016.1121.2718.5916.3416,477.5717,825.5019,246.8416,551.7118,059.8319,637.191,406.971,609.861,831.431,414.471,627.891,859.19电动工具主业稳健增长驱动盈利提升
家用电器海尔智家600690.SH183,213.81---9.638.868.19315,089.48332,120.18349,497.34---20,471.1222,246.1424,070.88---
轻工制造泡泡玛特9992.HK209,480.0513.2610.868.9512.2410.368.9144,683.6952,273.5060,158.0844,581.6054,441.1266,050.8214,813.4017,505.1320,349.6613,685.0916,712.0120,288.82Q1基数效应下国内外市场延续高增
纺织服装安踏体育2020.HK206,253.1811.4311.2610.1712.2411.3110.2587,860.3795,989.14104,949.7788,683.0097,922.00107,713.0014,595.8415,783.5617,422.9615,641.0015,869.0017,581.001Q FILA焕发活力重拾双位数增长
农林牧渔金龙鱼300999.SZ137,112.0528.8419.9216.0732.2926.8722.29264,915.18283,747.79314,455.86275,056.00311,730.00350,687.004,246.125,102.106,152.524,753.746,883.548,534.27诉讼损失计提拖累2025年盈利表现
纺织服装亚玛芬体育AS.N19,962.3127.8322.4018.41------8,147.469,271.0210,384.48---717.21891.251,084.331Q26业绩全面超预期并上调全年指引
社会服务银河娱乐0027.HK137,332.9912.9311.6810.7111.9410.9110.2652,339.4057,863.9662,349.4753,125.0057,896.0062,238.0011,502.1712,587.2113,387.8010,625.0011,753.0012,821.00高净赢率带动25Q4 GGR增速跑赢行业
社会服务中国中免601888.SH111,723.2722.0718.5116.5821.8618.6416.1359,209.0065,749.9072,824.4157,421.3264,137.5470,051.505,171.306,066.507,006.795,061.786,034.336,737.621Q26盈利能力显著提升
社会服务百胜中国9987.HK118,263.0114.8713.9812.9814.8013.5712.5612,647.1313,392.2314,148.4512,788.1213,667.9514,611.051,018.561,110.951,200.201,014.861,079.441,162.60拟收购必胜客中国或具备长期战略意义
商业贸易周大福1929.HK116,620.0312.9511.2410.2213.5311.8910.8794,398.4095,430.43101,331.7494,398.40100,533.65107,872.499,004.309,809.0310,726.249,004.3010,373.4211,415.12看好周大福在金价波动期实现稳健增长
社会服务金沙中国有限公司1928.HK104,809.27---10.739.218.848,0358,524.679,010---1,2451,4501,511---
农林牧渔温氏股份300498.SZ90,693.0665.266.159.5544.167.667.3099,282.62114,521.77119,445.8095,462.78113,085.53110,499.312,053.6611,844.5512,423.271,389.7314,750.579,501.49成本持续精进,双主业优势显现
社会服务华住集团-S1179.HK100,437.2816.0214.2612.8816.0414.2512.8426,815.2428,376.7129,944.1226,830.9928,069.5729,481.625,421.976,101.986,772.835,432.356,103.036,755.37Q1盈利能力持续向好
商业贸易鸣鸣很忙1768.HK91,753.2821.4818.0915.5722.7518.1814.9586,849.07101,252.91115,313.3683,891.9095,342.92105,163.063,492.874,369.245,315.173,701.754,393.965,104.94运营效率持续提升,关注入通催化
农林牧渔海大集团002311.SZ76,930.9115.9911.3810.4315.6611.9410.64147,405.66164,759.49180,633.44148,629.27158,908.76169,386.224,911.506,440.987,228.284,810.826,758.857,374.73成长与红利兼具,关注估值修复机会
社会服务蜜雪集团2097.HK83,060.5911.369.858.6311.249.848.7738,140.1542,806.2147,524.1938,688.0142,556.2747,537.896,398.167,308.448,198.856,336.627,307.038,341.22龙头本色不改,蓄势长期高质量增长
家用电器公牛集团603195.SH68,025.9816.0315.3014.6815.9315.0214.1616,873.2917,718.5418,661.3516,148.9916,537.8417,028.534,271.314,529.314,803.984,242.814,446.474,635.37组织提效驱动盈利能力进一步提升
商业贸易安克创新300866.SZ63,726.7721.0517.9414.9520.1916.4513.7038,352.3546,659.2255,559.8636,610.2443,492.0150,623.333,197.413,924.904,714.153,027.773,552.394,261.64产品矩阵及平台化运营能力持续强化
商业贸易老铺黄金6181.HK66,279.197.836.375.497.145.644.6141,373.0951,117.4161,417.7936,758.1044,427.4150,461.778,032.2310,182.6412,442.157,338.559,012.2910,463.5426Q1收入和利润增长超预期
商业贸易小商品城600415.SH57,193.5210.688.877.8610.408.777.6523,765.1627,321.8030,506.7324,909.3228,645.3631,653.405,500.046,522.037,478.975,356.776,445.187,279.87数贸中心收入结转驱动Q1收入快增
纺织服装申洲国际2313.HK64,728.769.638.717.899.298.487.7932,602.3534,788.1137,114.0732,230.6734,489.6936,732.006,030.206,606.907,193.935,825.006,440.007,105.00关税及汇兑致2H25盈利承压
社会服务海底捞6862.HK63,376.3812.1911.5211.0512.0610.9410.0446,775.9750,256.6053,414.5446,113.8947,795.1448,749.644,551.255,017.565,465.264,506.104,765.954,971.13期待战略聚焦下的新成长周期
纺织服装波司登3998.HK56,675.9612.2911.4310.6513.1211.4210.6327,349.9829,188.4831,057.2127,350.0029,246.0031,248.003,994.384,298.064,614.733,994.404,297.004,610.00产品创新与品牌引领FY26稳健增长
社会服务古茗1364.HK49,323.5713.3010.848.9513.1010.759.0916,267.8919,707.9522,998.1116,319.6919,677.0223,605.043,260.773,973.154,698.673,212.863,943.734,772.65拟发境外可转债传递发展信心
家用电器兆驰股份002429.SZ41,964.7421.7217.7615.8924.7919.1515.9420,801.3523,801.5227,277.7220,414.6422,633.1724,514.831,693.042,191.532,632.101,932.432,363.362,640.92第三成长曲线启航驱动价值重估
轻工制造思摩尔国际6969.HK46,962.8830.1020.6215.7031.5120.5916.4616,619.8019,465.6722,502.8516,595.0019,222.3922,191.381,290.701,974.912,470.461,351.931,973.142,591.24Q1雾化增长提速,HNB业务持续放量
商业贸易万辰集团300972.SZ40,656.6416.9913.7911.8617.3113.4911.4167,719.2681,046.9191,549.0867,919.9080,861.7690,758.552,349.163,014.713,563.982,392.562,948.213,428.7126Q1步入店效及展店飞轮的快车道
轻工制造太阳纸业002078.SZ38,983.7611.1610.129.2210.659.588.6943,099.7946,193.4348,824.2842,329.3745,473.6148,383.073,660.104,068.954,484.373,493.033,853.104,227.45看好经营韧性及产能爬坡红利持续释放
纺织服装华利集团300979.SZ36,702.1512.139.188.0511.219.588.5925,883.9528,202.0430,462.2424,311.0027,105.0029,829.003,273.793,829.634,273.513,025.003,996.004,559.001Q26量价利承压静待盈利改善
轻工制造裕同科技002831.SZ36,434.0019.7317.7616.0920.3817.9315.9619,266.5121,179.5822,997.0519,015.3520,736.9622,502.491,787.592,032.402,283.181,846.532,051.092,264.39包装主业稳健,新业务打开成长空间
家用电器海信视像600060.SH35,182.0512.0710.379.1712.6111.2610.1263,082.7568,334.3273,696.0062,771.6667,101.6671,956.482,789.593,125.853,476.332,913.653,392.053,837.77继续看好技术迭代驱动盈利提升
家用电器苏泊尔002032.SZ35,049.3515.6614.8214.2015.8915.0114.2323,634.9324,639.0725,715.5823,523.2224,487.6725,565.132,205.502,335.322,463.562,238.192,365.332,467.51Q1平稳开局彰显公司经营韧性
纺织服装李宁2331.HK39,082.3811.7910.369.1811.169.908.8131,818.9734,167.5436,728.5831,852.9334,791.5837,846.413,031.603,417.903,840.032,871.863,268.733,689.89签约库里进一步丰富国际篮球IP平台
家用电器TCL电子1070.HK38,570.3112.8310.919.5512.6410.448.75131,323.22152,783.62170,984.96126,286.84134,116.15144,482.353,051.443,693.874,409.983,006.453,536.714,040.84收购TCL空调业务,上调目标价
家用电器海信家电000921.SZ33,208.529.018.167.7110.839.889.0491,525.7496,879.96102,923.7189,875.3795,993.99102,716.803,358.053,681.114,023.443,687.514,068.684,309.83短期承压,聚焦结构优化对冲压力
社会服务美高梅中国2282.HK38,228.387.297.086.867.386.576.8635,945.3337,409.6737,64535,657.0036,727.0037,645.005,1805,8225,5715,242.005,399.005,571.0025Q4中高端业务表现强劲
农林牧渔新希望000876.SZ32,194.84---295.0113.5314.26110,061.67126,549132,200.33---109.132,379.642,257.87---
家用电器科沃斯603486.SH30,781.4314.7712.8210.6614.5912.2710.4022,279.9725,766.5729,272.9823,500.5928,528.2534,299.502,109.522,509.512,958.342,084.212,401.192,886.33多品类扩张打开成长空间
家用电器海信家电0921.HK34,583.188.137.366.957.286.606.2389,87595,994102,71789,875.3795,993.99102,716.803,6884,0694,3103,687.514,068.684,309.83短期承压,聚焦结构优化对冲压力
轻工制造玖龙纸业2689.HK34,347.068.856.566.018.226.615.9171,733.9276,653.8381,238.5069,509.2476,887.8382,099.853,617.624,500.855,029.913,361.834,534.194,953.66要约回购永续债彰显发展信心
社会服务亚朵ATAT.O4,221.4214.0611.9810.36------12,500.8814,397.4616,238.76---2,038.642,392.432,768.32Q1酒店及零售增长皆亮眼
商业贸易永辉超市601933.SH28,560.1272.6722.6820.37190.9347.9829.1851,261.7058,038.0364,218.8756,182.5560,115.5263,722.49149.58595.24978.67393.001,259.001,402.00供应链优化和门店调改推动Q1盈利能力提升
商业贸易爱美客300896.SZ28,546.5420.0817.1615.4219.3717.1715.562,774.623,108.983,420.452,828.623,285.243,710.331,473.531,662.631,834.781,421.651,663.931,850.7826年新品增量可期
纺织服装海澜之家600398.SH28,144.23---12.1411.1810.2623,611.4425,598.0827,752.20---2,318.162,517.952,742.68---
家用电器石头科技688169.SH26,683.1712.219.828.1313.8210.588.7522,917.3227,616.0032,723.8323,703.1828,805.8034,649.251,931.292,521.543,050.182,185.602,718.213,282.94看好业务调整完毕后的业绩弹性释放
商业贸易名创优品9896.HK30,329.759.8010.276.929.058.186.8625,588.7129,565.1933,733.9225,303.6829,857.9235,084.182,902.443,212.373,827.392,682.892,559.963,800.00引入国内经验有望助力代理市场同店企稳
商业贸易巨子生物2367.HK30,194.8613.5312.3011.3613.2211.7910.576,090.966,895.147,769.806,126.646,987.867,829.061,977.742,217.772,473.861,933.072,127.182,302.25颈纹填充产品获批,医美布局再落一子
商业贸易绿联科技301606.SZ24,355.21---23.8917.9713.8112,971.0816,829.0321,594.40---1,019.321,355.181,764.21---
商业贸易珀莱雅603605.SH23,758.5615.0414.1113.3814.6113.2312.2011,503.6012,602.6513,554.2111,160.3111,859.0912,465.171,626.471,796.001,947.161,579.441,684.191,775.60主品牌重获势能,花知晓并表有增量
社会服务永利澳门1128.HK27,169.197.717.176.826.746.116.8231,581.5033,25134,05531,308.0032,967.0034,055.004,0324,4443,9843,523.003,791.003,984.00永利皇宫扩容有望强化高端客群吸引力
商业贸易毛戈平1318.HK26,421.0714.7011.779.5414.5211.429.166,534.798,258.2210,227.446,586.528,264.0310,200.211,575.582,003.992,496.271,556.911,945.332,398.7726年有望延续高质量快速成长势头
农林牧渔圣农发展002299.SZ20,319.2916.3011.6710.2716.3412.0810.0922,142.6424,274.1426,434.9323,052.0024,517.6525,779.591,243.441,681.942,013.931,246.281,741.381,978.46降本与增值驱动公司逆势增长
轻工制造晨光股份603899.SH20,239.0813.9112.5911.4413.7112.3111.1227,601.6830,241.0532,990.6427,756.3930,259.2932,744.521,476.451,644.451,819.821,455.351,607.361,768.46Q1平稳开局,零售大店收入增长提速
轻工制造欧派家居603833.SH19,578.178.417.747.199.608.998.4817,333.1018,130.0619,047.2918,276.7719,321.0120,366.282,038.512,178.642,308.882,327.242,529.472,724.17分红比例提升,需求磨底待改善
轻工制造顾家家居603816.SH18,844.108.997.997.139.228.387.6221,529.0223,255.4225,158.8122,141.1224,256.0326,450.532,044.032,248.952,472.592,096.332,358.592,643.39内贸零售转型及外贸深耕凸显经营韧性
社会服务锦江酒店600754.SH17,913.8814.5812.7311.1116.3913.9112.1614,155.9114,604.3715,103.3014,110.3814,524.5915,177.761,169.711,378.381,576.251,228.431,407.661,611.97经营改革提质增效
商业贸易豫园股份600655.SH17,471.5365.4418.8315.5266.5428.6419.4939,207.8841,745.7144,032.5438,191.9640,865.4043,317.32262.58610.05896.22267.00928.001,126.004Q25仍处地产瘦身阵痛期
农林牧渔德康农牧2419.HK19,852.10N/A2.212.7512.443.283.4226,112.4435,767.2540,000.6725,387.0739,736.4743,452.781,381.525,237.815,018.98-319.717,787.446,262.31技术赋农的轻资产高成长猪企
轻工制造稳健医疗300888.SZ17,086.8816.0114.2012.6417.2114.7713.3912,185.9113,567.7514,891.9611,856.3412,802.0913,796.21992.711,156.661,276.001,067.121,203.321,352.18Q1平稳开局,减值等阶段性扰动利润
农林牧渔乖宝宠物301498.SZ16,139.0622.3617.9414.1921.4617.4114.528,045.429,646.9511,462.648,411.1310,513.5512,915.45752.13927.231,111.51721.92899.501,137.12拟收购K9中国品牌加速高端化布局
农林牧渔神农集团605296.SH16,110.2735.088.00-89.3516.9715.116,118.317,762.407,889.578,811.0012,102.00-180.30949.381,065.88459.232,013.25-成本优势持续显现的高成长猪企
社会服务宋城演艺300144.SZ15,679.3417.0315.4914.4816.7515.2914.182,443.522,600.072,737.412,437.582,577.182,684.75935.871,025.441,105.71920.631,012.301,082.47积极推进轻资产输出及中台建设
纺织服装森马服饰002563.SZ15,275.4914.8713.2111.8514.4413.1111.8616,079.3617,119.2018,215.7816,152.0017,243.0018,221.001,057.601,165.411,287.701,027.001,156.001,289.001Q26渠道优化与产品矩阵持续升级
家用电器老板电器002508.SZ15,100.1211.8811.4611.0411.2110.559.9310,337.1010,743.5611,235.7010,303.6210,638.4010,995.421,347.621,431.571,520.511,271.331,317.071,367.53高比例分红彰显长期价值
商业贸易老凤祥600612.SH15,062.959.798.838.0311.4210.589.9745,844.6648,070.7650,152.6144,041.2547,690.7250,852.631,576.131,702.051,805.471,538.741,705.531,876.17积极推进产品结构优化与渠道提质增效
纺织服装晶苑国际2232.HK16,888.718.797.836.988.627.706.902,869.203,119.803,390.412,853.513,151.283,454.49249.87279.76312.26245.14275.08308.502H25产能瓶颈下收入稳健且盈利提升
家用电器莱克电气603355.SH14,598.6814.4513.5112.6715.8413.1511.9210,573.7511,283.2511,957.2510,665.3811,330.9311,923.53921.601,110.401,224.601,010.361,080.221,152.54汇兑损失压力或已集中释放
轻工制造乐舒适2698.HK16,786.8215.3213.2511.3715.0812.8310.96667.55780.03907.36659.45768.45898.88141.90166.83195.20139.78161.68188.33新市场开拓、汇率走强催化业绩高增
商业贸易敷尔佳301371.SZ13,803.5624.4721.3119.0125.1521.4418.652,358.562,802.643,288.722,626.743,101.563,570.04548.92643.91740.23564.01647.88726.0826Q1营收利润均高增
商业贸易贝泰妮300957.SZ13,754.2919.4016.8214.8521.1218.1115.976,040.086,715.597,350.516,033.846,643.187,225.17651.22759.32861.18709.15817.66926.37恢复快增+利润率改善,经营拐点已现
家用电器奥克斯电气2580.HK15,802.945.685.164.696.085.605.1430,819.3332,623.8834,713.1232,309.8634,964.1538,125.812,248.752,443.382,662.752,412.312,654.262,916.82原材料价格波动和竞争扰动盈利能力
社会服务颐海国际1579.HK15,674.9014.2213.0712.0714.1012.8211.747,105.257,623.688,155.037,043.197,523.317,966.82962.461,058.951,156.32955.021,038.861,125.43看好利润率再优化和第三方增长提速
商业贸易居然智家000785.SZ13,512.70---25.1421.6819.6211,711.3312,390.8312,876.50---537.50623.33688.75---
商业贸易周大生002867.SZ13,470.7310.549.098.0210.639.508.608,842.349,670.3310,602.749,242.5810,521.1011,698.201,267.431,417.671,567.131,278.001,482.491,680.24经营质量提升并延续高分红水平
家用电器飞科电器603868.SH13,259.6621.5119.6017.8221.6819.6217.854,043.624,326.254,645.243,913.854,088.014,321.14611.69675.95742.89616.43676.56744.24提价控费推动盈利能力持续修复
农林牧渔大北农002385.SZ13,072.24------------------
社会服务首旅酒店600258.SH12,930.2613.9212.1111.3513.8012.2511.117,812.578,061.458,302.417,673.107,959.348,247.61937.181,055.331,163.72929.191,067.361,139.481Q26经营效率持续优化
农林牧渔益生股份002458.SZ12,909.36---15.5413.0014.873,550.294,023.884,395.41---830.54992.83868.22---
家用电器欧普照明603515.SH12,885.9813.2312.4611.6413.1612.3311.577,471.597,933.358,418.287,314.857,684.958,151.87979.331,045.351,114.10974.181,034.091,107.04数字化转型提升经营韧性
纺织服装比音勒芬002832.SZ12,618.3317.9715.6013.8117.8615.0913.415,003.225,643.386,304.435,033.745,682.516,327.00706.57836.33941.22702.00809.00914.0026年步入收获期开启新一轮高成长
轻工制造康耐特光学2276.HK14,529.5517.6313.9711.3117.9514.3311.772,588.263,068.833,556.932,501.873,000.323,483.05700.83877.671,068.59714.01901.121,113.05主业稳健向上+XR业务拓展共驱成长
纺织服装百隆东方601339.SH12,431.4312.5311.6410.9913.0911.8510.889,025.449,765.9710,489.469,007.989,751.0510,242.70949.421,048.981,142.46992.031,067.991,131.38海外产能壁垒深厚的色纺龙头迎棉价上行期
轻工制造奥瑞金002701.SZ12,286.859.608.718.019.808.868.1325,936.5627,540.0329,053.9426,583.0928,151.0229,675.781,253.231,386.341,511.441,280.221,411.381,533.96公司持续夯实规模并实现盈利改善
轻工制造中烟香港6055.HK14,137.9415.6112.6311.1513.8611.229.8714,389.8015,773.7417,271.2912,030.9414,602.4515,760.121,019.961,260.251,433.10905.751,119.161,267.97H1业绩阶段承压,期待H2经营改善
商业贸易上海家化600315.SH12,174.0134.0628.1122.9630.9024.2520.317,095.967,905.758,716.627,378.738,218.669,080.59393.97501.96599.48357.42433.02530.3426Q1扣非利润率显著提升
农林牧渔隆平高科000998.SZ11,799.6742.8029.9323.0033.3325.9720.689,175.459,934.4410,638.208,695.148,918.809,050.53353.99454.28570.72275.67394.29513.11隆平巴西减亏带动公司盈利同比高增
商业贸易六福集团0590.HK13,491.746.595.995.418.086.205.6117,205.2419,826.4422,190.8217,205.2420,801.4624,614.772,045.792,174.542,403.042,045.792,251.292,492.05多元的产品及区域布局持续贡献成长动能
商业贸易丸美生物603983.SH11,572.8632.8024.2220.5734.0727.5224.463,964.414,501.595,059.664,284.575,156.665,955.79339.67420.53473.13352.85477.80562.5126Q1眼部类营收增长稳健
电子卧安机器人6600.HK13,036.85N/AN/A89.421,036.26148.5367.401,484.132,227.473,029.771,552.902,496.223,337.8710.8976.00167.49-4.68-1.39126.33家庭具身先行者构建三曲线增长生态
家用电器盾安环境002011.SZ10,983.209.838.777.889.378.397.7013,871.6814,963.0615,999.9413,537.7414,477.7415,380.131,172.041,308.631,427.181,117.351,252.311,394.46冷配龙头场景扩张支撑价值
纺织服装伟星股份002003.SZ10,842.6715.9514.1212.7215.8013.8612.395,299.305,811.286,344.625,163.185,739.156,322.88686.21782.25874.77679.90767.93852.481Q26成本上涨及汇兑损失影响盈利
轻工制造布鲁可0325.HK11,674.9111.858.806.6412.309.557.623,806.814,782.825,948.433,801.544,969.436,482.32822.151,058.011,327.48853.821,149.191,523.71积木车/出海/成人向等有望驱动26年快速成长
纺织服装滔搏6110.HK11,348.247.767.716.677.817.787.1125,739.9024,945.7925,865.5625,739.9025,099.0027,285.001,266.801,262.971,382.461,266.801,275.001,474.00主业提质与全域零售持续推进
商业贸易上美股份2145.HK10,952.627.495.944.717.015.764.7811,229.5913,574.9116,205.4310,836.8813,536.8216,916.051,352.051,646.221,982.581,266.391,597.182,016.7525年多点开花驱动业绩持续快增
轻工制造中顺洁柔002511.SZ9,326.24---20.7816.9914.379,557.2910,341.4311,124.50---448.86548.86648.83---
商业贸易高鑫零售6808.HK10,685.37N/A149.3325.0299.88149.2325.0163,44261,53961,84663,442.0061,539.0061,846.00-31962370-319.0062.00370.00在激烈竞争中稳步推进调改规划
家用电器新宝股份002705.SZ9,239.158.667.777.189.088.087.3216,831.7417,882.7819,068.1316,435.6217,505.6718,408.921,017.841,143.911,261.941,066.271,189.061,287.47虽有关税汇兑扰动,看好内销破圈
农林牧渔中宠股份002891.SZ9,219.1518.6913.419.5820.5015.7312.596,551.717,951.459,546.646,819.708,585.6410,881.11449.65586.24732.42493.32687.60962.78自主品牌加速放量,费用投放战略加码
社会服务澳博控股0880.HK10,581.6919.399.156.128.594.706.1225,57827,15028,35225,457.9526,664.5428,351.831,232.382,249.501,730545.771,156.451,729.73Q4卫星场出清阵痛延续
商业贸易潮宏基002345.SZ9,142.8011.9110.018.1712.4910.438.8810,906.8212,613.9414,382.0711,240.4113,279.2115,038.23731.82876.611,030.03767.67913.511,119.75产品结构优化带动盈利能力提升
纺织服装特步国际1368.HK10,387.717.206.355.696.996.135.6614,916.6515,906.7316,891.5214,910.0015,955.0016,969.001,285.941,466.711,588.901,250.001,417.001,583.001Q26延续渠道优化与产品矩阵丰富
商业贸易赛维时代301381.SZ8,739.4318.3513.4010.8718.5314.4712.1613,738.9915,904.1518,074.8813,927.0016,513.0019,269.00471.62604.08718.69476.17652.16804.20线下新业务及利润率修复值得期待
轻工制造孩子王301078.SZ8,688.11---19.9415.9913.1711,619.3412,823.6114,034.25---435.81543.44659.53---
商业贸易迪阿股份301177.SZ8,581.8942.2034.2129.4544.6534.9227.551,640.751,840.022,144.271,753.702,005.572,233.78192.22245.74311.53203.37250.85291.37期待门店优化带动盈利能力修复
轻工制造山鹰国际600567.SH8,578.14---65.9216.2813.5130,766.6033,345.1936,443---130.12526.97635---
家用电器泉峰控股2285.HK9,756.0210.168.727.4410.458.567.051,842.602,083.472,342.811,823.202,024.122,230.82119.07145.27176.42122.55142.70167.34看好26年渠道补库周期的经营弹性
纺织服装361度1361.HK9,646.185.635.054.555.695.164.6812,248.1813,401.6214,576.3812,409.0013,719.0015,090.901,467.441,620.111,782.971,485.001,655.001,837.051Q26超品店布局稳步推进
农林牧渔巨星农牧603477.SH8,273.53---N/A9.658.937,803.879,414.8610,198.88----70.02857.46926.85---
家用电器创想三维3388.HK9,117.4655.8526.9718.7551.3928.8419.034,253.235,688.917,468.024,216.505,821.337,939.41153.62273.70414.76141.44292.91421.39产品创新、生态破圈,3D打印龙头快速成长
商业贸易润本股份603193.SH7,784.3820.6216.9614.7220.6417.4314.901,867.002,209.612,577.671,865.102,203.782,528.66377.21446.68522.53377.52458.88528.9626Q1利润率环比提升
轻工制造索菲亚002572.SZ7,704.387.626.996.437.667.026.439,624.8210,089.7610,718.759,874.7910,583.1211,334.651,006.351,097.761,198.121,011.611,102.921,197.59关注需求复苏进程及分红比例提升
社会服务广州酒家603043.SH7,663.7815.1013.8513.0214.7013.8213.065,715.026,067.826,418.645,707.536,029.816,336.37521.25554.35586.63507.68553.25588.501Q26经营韧性延续
商业贸易若羽臣003010.SZ7,639.6219.1713.6610.3419.6913.5710.095,828.997,770.859,761.776,004.257,915.149,960.88388.07563.11757.39398.42559.14739.1326H1自有品牌势能延续
农林牧渔登海种业002041.SZ7,585.6052.8845.8137.8950.0441.4337.781,291.831,4301,487.501,258.801,384.681,503.11151.58183.09200.79143.46165.57200.18玉米种子库存压力逐步消化
农林牧渔瑞普生物300119.SZ7,570.8516.1612.349.6516.2713.4010.733,874.614,558.275,416.693,770.634,526.785,642.99465.45564.96705.85468.61613.40784.75微生物蛋白项目稳步推进
商业贸易致欧科技301376.SZ7,449.7014.2210.898.9615.8612.7810.7010,945.9213,122.2915,275.8411,380.8413,750.3316,102.00469.75583.07695.96523.89684.30831.7726Q1剔除汇兑影响的利润率明显提升
商业贸易南极电商002127.SZ7,217.3228.0720.9514.5528.0720.9514.552,3632,3422,5842,362.772,341.562,584.24257.09344.49495.93257.09344.49495.93业务转型成效逐步释放
社会服务小菜园0999.HK8,082.6811.899.918.6110.478.658.065,738.856,700.027,383.175,526.486,323.807,179.41668.70809.08867.83588.83707.03813.41期待战略调整后的经营改善
农林牧渔中牧股份600195.SH6,657.89---24.6518.5519.187,203.617,965.908,162---270.11358.93347.19---
家用电器九阳股份002242.SZ6,394.0820.8417.0114.5825.6622.4420.408,418.458,804.819,213.658,340.988,711.529,067.20249.16284.99313.43306.82376.00438.46看好产品结构升级驱动盈利能力改善
农林牧渔新五丰600975.SH6,385.77---N/A24.2116.726,8279,43812,082----428.26263.75382---
商业贸易红旗连锁002697.SZ6,337.6012.9912.3311.9112.5411.9911.479,700.779,922.9610,180.089,670.349,892.7510,041.14505.25528.38552.38488.00514.00532.00在渠道梳理中控费提效
社会服务新濠国际发展0200.HK7,234.58---5.943.22-42,17545,051----1,2172,247----
社会服务茶百道2555.HK7,151.756.715.775.086.705.815.126,062.026,835.337,579.666,200.566,966.827,750.83924.501,065.401,208.94922.901,074.191,218.982H盈利能力和开店节奏改善
农林牧渔科前生物688526.SH6,101.62---14.3012.5410.981,020.591,165.171,311.90---426.58486.58555.55---
商业贸易家家悦603708.SH6,064.2225.4821.8119.7524.5020.6617.9918,459.8818,959.9419,545.9718,297.8918,846.8319,789.17247.53293.55337.09238.00278.00307.001Q26综合超市主业稳健增长