证券代码证券简称市盈率PE(TTM)
[交易日期] 最新所属申万行业名称
[行业级别] 一级行业总市值1
[交易日期] 最新
[单位] 元归属母公司股东的净利润(同比增长率)
[报告期] 2015中报
[单位] %
000793.SZ华闻传媒30.2615传媒23,568,617,567.6700-33.5454
601801.SH皖新传媒35.2690传媒29,302,000,000.000041.0514
300251.SZ光线传媒128.3299传媒39,662,386,000.6400-19.7755
601929.SH吉视传媒56.9083传媒19,598,047,509.6000-24.2560
300315.SZ掌趣科技81.2693传媒31,585,367,654.400052.5790
600037.SH歌华有线43.2470传媒29,325,635,852.600057.6070
600804.SH鹏博士52.9871传媒34,857,301,279.610041.9913
000156.SZ华数传媒103.2229传媒48,275,292,059.360050.2848
601098.SH中南传媒24.4365传媒39,494,040,000.000023.0189
601928.SH凤凰传媒29.9085传媒38,427,990,000.000013.7838
600637.SH东方明珠50.6684传媒94,292,736,314.400014.3527
300133.SZ华策影视63.6393传媒25,799,335,763.10007.5545
300418.SZ昆仑万维113.3847传媒32,824,400,000.0000-15.9191
300027.SZ华谊兄弟55.8994传媒54,958,871,655.140035.4118
600633.SH浙报传媒41.8111传媒21,412,942,371.80000.1362
600373.SH中文传媒36.4751传媒33,663,074,810.750027.8530
000917.SZ电广传媒246.0383传媒60,713,937,956.5400-36.7515
300104.SZ乐视网193.6846传媒90,425,058,497.760067.7044
603000.SH人民网80.6491传媒23,573,333,313.9200-39.4227
000503.SZ海虹控股-926.9373传媒26,335,490,577.2000-578.0417
600661.SH新南洋86.2735传媒7,746,388,127.400012.1927
300059.SZ东方财富76.8051传媒90,226,781,184.96003,070.3062
000069.SZ华侨城A13.4254房地产59,770,437,174.8400-26.0755
601318.SH中国平安11.5351非银金融624,877,358,970.998062.1992
601336.SH新华保险13.9269非银金融118,379,281,946.498080.1494
601601.SH中国太保14.5088非银金融228,087,782,097.000064.9387
601628.SH中国人寿17.0925非银金融753,952,374,239.750071.0708
600315.SH上海家化24.0649化工23,227,146,545.060011.7287
600839.SH四川长虹649.6125家用电器31,898,247,574.0200-5.3851
600060.SH海信电器14.5101家用电器20,490,815,936.52001.9802
000100.SZTCL集团15.3043家用电器50,976,370,422.540010.0186
600135.SH乐凯胶片301.6529轻工制造5,501,628,091.2500-48.9937
600612.SH老凤祥24.7997轻工制造21,708,425,800.966627.0201
002024.SZ苏宁云商54.1784商业贸易106,758,803,949.0000146.1161
601933.SH永辉超市48.7923商业贸易45,149,650,798.800016.2972
600827.SH百联股份24.6262商业贸易33,715,101,477.559849.4460
300146.SZ汤臣倍健38.8969食品饮料22,029,611,044.400018.0559
600887.SH伊利股份22.3773食品饮料101,001,669,247.680016.1067
000848.SZ承德露露24.5536食品饮料10,726,552,980.0000-2.4013
300017.SZ网宿科技68.2897通信41,836,776,466.620066.6917
601888.SH中国国旅33.1143休闲服务54,171,433,968.280019.4657
300144.SZ宋城演艺75.1311休闲服务34,943,232,968.820060.0898
600754.SH锦江股份42.4385休闲服务22,965,721,123.800056.5037
300178.SZ腾邦国际66.0757休闲服务9,058,781,160.000012.3873
600535.SH天士力28.2929医药生物41,133,716,675.460011.4954
000538.SZ云南白药26.5580医药生物69,877,921,077.800011.0654
002603.SZ以岭药业48.1876医药生物18,125,417,180.000010.7630
002462.SZ嘉事堂63.8669医药生物10,063,200,000.0000-43.9946
002001.SZ新和成36.7841医药生物16,366,452,570.0000-66.1730
600267.SH海正药业53.6932医药生物12,745,020,314.4000-78.3285
002422.SZ科伦药业26.6332医药生物23,284,800,000.0000-23.7717
002007.SZ华兰生物41.0102医药生物23,077,800,560.00008.5140
002038.SZ双鹭药业27.5234医药生物19,731,969,000.00006.1109
002653.SZ海思科56.4500医药生物24,478,918,200.0000-7.2965
600518.SH康美药业26.4459医药生物71,194,374,959.540039.5634
600276.SH恒瑞医药52.4012医药生物95,203,246,497.960039.6382
300015.SZ爱尔眼科82.1720医药生物30,170,391,519.000040.2360
002223.SZ鱼跃医疗59.3293医药生物21,168,566,848.000031.1213
002424.SZ贵州百灵93.4232医药生物33,407,808,000.000035.5380
300003.SZ乐普医疗58.4849医药生物29,264,480,000.000036.6057
002399.SZ海普瑞44.2289医药生物22,261,564,000.0000150.0022
000623.SZ吉林敖东9.5318医药生物24,114,060,153.6800206.9483
002252.SZ上海莱士99.6808医药生物116,507,103,183.1800379.0252
000963.SZ华东医药31.3916医药生物32,459,006,126.980071.2464
600867.SH通化东宝69.3052医药生物27,248,588,112.990076.0398
300267.SZ尔康制药67.3644医药生物29,237,007,098.3200104.6803
600079.SH人福医药45.7955医药生物23,946,233,534.440031.0824
600085.SH同仁堂41.8310医药生物34,615,909,412.880014.9884
600332.SH白云山28.0002医药生物34,013,821,813.500015.0468
601607.SH上海医药18.3434医药生物48,189,006,991.354416.3898
300026.SZ红日药业34.4595医药生物16,343,772,005.330012.3718
300122.SZ智飞生物142.4761医药生物22,832,000,000.000012.7745
000999.SZ华润三九24.0014医药生物25,108,785,000.000012.7943
600566.SH济川药业31.2206医药生物18,590,807,336.790029.8183
600252.SH中恒集团10.0616医药生物17,340,784,663.530026.2964
600196.SH复星医药24.9870医药生物58,214,369,823.060028.0996
600998.SH九州通49.8505医药生物30,024,981,981.820019.9048
000423.SZ东阿阿胶19.8844医药生物30,150,392,855.700024.2568
002294.SZ信立泰24.8471医药生物28,974,643,200.000025.0018
000839.SZ中信国安125.5859综合36,642,536,743.1700132.7425
1、该指数共有80只股票，传媒（我观察更近似TMT）22只，占27.5%；医药生物35只，占43.75%。这两块占了大头，一共71.25%。剩下的，分别是休闲服务、食品饮料、保险以及商业贸易和家用电器。总体来说，非常符合我们的选股方向：大消费。
2、估值方面，4x%，比过去120个月的均值高不到1%，略贵。
3、净利润增长方面：2x%。总体不错。比整个A股利润增长情况好很多。
4、公司规模方面：平均市值不到500亿，同时指数为等权编制。符合我们不要大怪物的要求。
4、未来投资策略：
第一部分：根据不同估值区间买入不同仓位超长期锁仓，利用目标市值策略进行加减仓；
第二部分：用网格策略在波动区间进行降低成本操作。
第三部分：放入ETF计划进行定期不定额投资。
5、雪球表格渣排版……
作者：ETF拯救世界
链接：https://xueqiu.com/4776750571/58075711
来源：雪球
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