必需性消费
(H25.恒生.一级)港股通
(
市盈率
20.73
市净率
2.35
市销率
1.34
股息率
3.44%
)·市值加权
发布时间2021-06-03样本数131市值1.73万亿H股市值1.35万亿内资持仓金额占市值比例4.58%(2025-04-07)行业估值数据计算说明文档行业财务数据计算说明文档
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必需性消费(H25).恒生 - 样本列表

最后更新于:2025-04-10

# 公司名称 市值市盈率市净率股息率涨跌幅今年以来投资收益率财报日期公告时间营业收入归属于母公司普通股股东的净利润净资产收益率(ROE)
累积同比累积同比累积同比
1农夫山泉
09633.hk
3,936.26亿港币30.5411.472.32%3.55%3.09%2024-12 年报2025-03-25428.96亿0.54%121.23亿0.36%39.84%-6.04%
2蜜雪集团
02097.hk
1,564.79亿港币33.189.840%1.98%--2024-12 年报2025-03-26248.29亿22.29%44.37亿41.41%34.72%-0.54%
3百威亚太
01876.hk
1,137.61亿港币20.181.445.12%1.54%14.69%2024-12 年报2025-02-2662.46亿美元-8.90%7.26亿美元-14.79%7.11%-1.00%
4华润啤酒
00291.hk
887.28亿港币17.612.633.01%-0.36%8.32%2024-12 年报2025-03-18386.35亿-0.76%47.39亿-8.03%13.64%-3.38%
5华润啤酒-R
80291.hk
838.62亿17.702.651.50%-1.34%8.39%2024-12 年报2025-03-18386.35亿-0.76%47.39亿-8.03%13.64%-3.38%
6万洲国际
00288.hk
867.32亿港币6.931.0510.06%3.68%15.43%2024-12 年报2025-03-25259.41亿美元-1.12%16.12亿美元156.28%16.89%8.70%
7青岛啤酒股份
00168.hk
806.92亿港币17.472.613.98%-0.84%4.14%2024-12 年报2025-03-31321.38亿-5.30%43.45亿1.81%15.46%-0.49%
8蒙牛乳业
02319.hk
783.23亿港币704.971.772.72%3.95%13.90%2024-12 年报2025-03-26886.75亿-10.09%1.05亿-97.83%0.46%-9.25%
9康师傅控股
00322.hk
748.25亿港币18.854.955.34%2.47%31.23%2024-12 年报2025-03-24806.51亿0.29%37.34亿19.79%24.81%4.15%
10中国飞鹤
06186.hk
583.02亿港币15.362.115.08%-0.16%17.98%2024-12 年报2025-03-28207.49亿6.23%35.70亿5.31%13.60%0.90%
11中国旺旺
00151.hk
577.17亿港币12.753.385.27%1.66%7.24%2024-09 中报2024-12-12108.77亿-3.53%18.63亿7.57%11.71%-0.14%
12古茗
01364.hk
403.34亿港币25.6618.360%-0.35%--2024-12 年报2025-03-2887.91亿14.54%14.79亿36.95%109.49%-980.93%
13统一企业中国
00220.hk
390.47亿港币19.862.745.07%-1.31%15.75%2024-12 年报2025-03-05303.32亿6.09%18.49亿10.92%13.81%1.26%
14卫龙美味
09985.hk
383.24亿港币33.746.012.97%0.37%126.39%2024-12 年报2025-03-2762.66亿28.63%10.69亿21.37%18.24%2.56%
15华润饮料
02460.hk
353.01亿港币20.292.943.52%0.96%25.38%2024-12 年报2025-03-21135.21亿0.05%16.37亿23.12%17.27%-2.80%
16恒安国际
01044.hk
238.82亿港币9.771.077.36%0.49%-8.46%2024-12 年报2025-03-25226.69亿-4.62%22.99亿-17.93%10.99%-2.90%
17珍酒李渡
06979.hk
233.14亿港币16.571.573.05%-1.15%1.33%2024-12 年报2025-03-2070.67亿0.52%13.24亿-43.12%9.94%-42.59%
18第一太平
00142.hk
199.21亿港币4.270.655.44%4.46%3.77%2024-12 年报2025-03-28100.57亿美元-4.31%6.00亿美元19.77%13.65%1.41%
19高鑫零售
06808.hk
181.25亿港币-16.110.7610.00%1.06%-21.34%2024-09 中报2024-12-06347.08亿-2.96%2.06亿157.38%0.85%2.44%
20德康农牧
02419.hk
161.77亿港币3.711.792.32%1.09%47.78%2024-12 年报2025-03-31224.63亿39.04%41.02亿331.06%67.55%112.22%
21中烟香港
06055.hk
153.21亿港币17.955.102.08%1.14%-6.74%2024-12 年报2025-03-06130.74亿港币10.46%8.54亿港币42.58%30.69%2.62%
22阜丰集团
00546.hk
146.89亿港币5.980.756.84%-1.84%6.93%2024-12 年报2025-03-28277.57亿-0.89%23.12亿-26.45%12.97%-6.19%
23颐海国际
01579.hk
138.71亿港币17.652.865.51%0.90%-11.27%2024-12 年报2025-03-2565.40亿6.38%7.39亿-13.28%16.28%-2.57%
24茶百道
02555.hk
118.65亿港币23.642.867.47%1.52%-26.08%2024-12 年报2025-03-2849.18亿-13.78%4.72亿-58.55%20.07%-132.42%
25维他奶国际
00345.hk
104.63亿港币84.243.311.06%0.93%-4.22%2024-09 中报2024-12-1334.43亿港币1.54%1.71亿港币4.82%5.50%0.18%
26优然牧业
09858.hk
101.21亿港币-13.780.840%2.77%57.58%2024-12 年报2025-03-28200.96亿7.50%-6.91亿34.20%-6.82%3.61%
27现代牧业
01117.hk
88.66亿港币-5.890.871.17%2.75%21.74%2024-12 年报2025-03-25132.54亿-1.51%-14.17亿-908.84%-12.80%-14.38%
28中国食品
00506.hk
82.52亿港币9.021.205.55%-1.01%18.00%2024-12 年报2025-03-25214.92亿0.21%8.61亿3.36%14.31%-0.63%
29十月稻田
09676.hk
81.39亿港币37.462.152.30%-0.78%17.96%2024-12 年报2025-03-2457.45亿18.05%2.04亿415.08%5.89%9.85%
30华宝国际
00336.hk
75.26亿港币-18.360.593.65%0%10.43%2024-12 年报2025-03-2833.73亿1.98%-3.86亿-265.01%-3.28%-5.29%
31中粮家佳康
01610.hk
71.02亿港币12.410.710%-1.27%11.51%2024-12 年报2025-03-25163.26亿41.13%5.38亿496.68%5.88%7.84%
32锅圈
02517.hk
65.39亿港币26.681.963.35%2.59%22.68%2024-12 年报2025-03-2864.70亿6.17%2.31亿-3.79%7.26%-1.42%
33日清食品
01475.hk
64.19亿港币31.931.772.57%4.77%2.50%2024-12 年报2025-03-2638.12亿港币-0.56%2.01亿港币-39.12%5.65%-3.58%
34H&H国际控股
01112.hk
56.55亿港币-99.020.924.00%1.62%-1.02%2024-12 年报2025-04-03130.52亿-6.28%-5,372.10万-109.23%-0.89%-10.24%
35周黑鸭
01458.hk
49.02亿港币46.961.272.26%2.79%26.29%2024-12 年报2025-03-2724.51亿-10.66%9,820.40万-15.03%2.60%-0.28%
36天福
06868.hk
36.63亿港币24.811.953.26%0.30%-14.43%2024-12 年报2025-03-1815.63亿-9.89%1.39亿-34.87%7.82%-4.17%
37澳优
01717.hk
35.77亿港币24.030.582.49%-6.51%7.49%2024-06 中报2024-09-1136.81亿4.82%1.45亿-21.24%2.58%-0.49%
38安德利果汁
02218.hk
33.16亿港币11.971.182.51%2.53%4.18%2024-12 年报2025-03-2714.18亿61.85%2.61亿2.03%10.07%-0.36%
39巨星传奇
06683.hk
30.95亿港币51.943.050%1.69%-26.83%2024-12 年报2025-03-315.84亿35.75%5,605.40万62.40%6.09%-2.86%
40燕之屋
01497.hk
29.05亿港币17.483.663.70%6.67%-22.00%2024-12 年报2025-03-1420.50亿4.37%1.56亿-22.33%20.50%-12.85%
41洪九果品
06689.hk
27.95亿港币1.870.350%-35.56%--2023-06 中报2023-09-2585.37亿19.37%8.04亿-6.26%11.58%--
42中国万天控股
01854.hk
24.43亿港币-58.1811.660%0.84%-20.00%2024-12 年报2025-03-287.89亿港币---4,199.40万港币---20.64%--
43凤祥股份
09977.hk
23.75亿港币15.580.720%1.35%9.49%2024-12 年报2025-03-2855.05亿7.21%2.81亿75.19%8.86%3.18%
44南顺(香港)
00411.hk
22.27亿港币8.570.744.59%--16.08%2024-12 中报2025-03-1226.81亿港币0.80%1.88亿港币46.02%6.36%1.83%
45友宝在线
02429.hk
19.12亿港币-9.122.260%0.44%-31.95%2024-12 年报2025-03-3129.19亿9.24%-1.97亿39.73%-23.71%8.66%
46优品360
02360.hk
16.60亿港币6.713.1112.65%1.22%0%2024-12 年报2025-03-2528.05亿港币45.28%2.48亿港币47.04%49.96%13.95%
47中国波顿
03318.hk
16.53亿港币84.600.500%4.08%5.52%2024-12 年报2025-03-2416.53亿-19.90%1,838.10万-87.44%1.87%-2.37%
48中国圣牧
01432.hk
15.09亿港币-21.670.360%-1.10%6.51%2024-12 年报2025-03-2631.26亿-7.61%-6,549.50万-176.09%-1.53%-3.76%
49百果园集团
02411.hk
14.47亿港币-3.530.500.74%2.17%-33.33%2024-12 年报2025-03-27102.73亿-9.81%-3.86亿-206.72%-13.01%-23.70%
50西藏水资源
01115.hk
13.86亿港币-2.270.550%-1.67%-15.71%2024-12 年报2025-03-282.26亿-28.18%-5.74亿-62.65%-21.92%-9.58%
51五谷磨房
01837.hk
12.91亿港币6.470.806.78%1.72%15.69%2024-12 年报2025-03-3120.60亿11.66%1.88亿23.29%12.88%1.31%
52原生态牧业
01431.hk
11.26亿港币3.570.210%0.84%53.85%2024-12 年报2025-03-2825.52亿15.54%2.97亿187.33%6.03%12.93%
53澳亚集团
02425.hk
11.07亿港币-0.820.270%0%59.60%2024-12 年报2025-03-3136.84亿-6.13%-12.69亿-159.68%-28.58%-18.91%
54中国淀粉
03838.hk
10.92亿港币2.130.255.36%2.81%-3.68%2024-12 年报2025-03-19114.16亿-3.24%4.82亿346.70%14.84%10.78%
55四洲集团
00374.hk
9.88亿港币39.770.803.69%--0.84%2024-09 中报2024-12-2717.16亿港币-12.21%2,046.20万港币-32.40%1.46%-0.74%
56味丹国际
02317.hk
9.44亿港币7.580.4010.58%--12.73%2024-12 年报2025-03-253.80亿美元-1.55%1,604.60万美元129.69%5.38%2.99%
57神冠控股
00829.hk
9.37亿港币33.050.3813.79%-1.69%1.75%2024-12 年报2025-03-2410.17亿-8.43%2,666.40万-14.65%1.24%0.03%
58云白国际
00030.hk
8.91亿港币49.163.430%-1.50%-25.14%2024-12 年报2025-03-147.55亿港币--1,812.03万港币------
59中国北大荒
00039.hk
8.09亿港币-2.743.580%-1.87%75.00%2024-12 年报2025-03-311.82亿港币-78.45%-2.96亿港币-92.94%-70.52%-49.67%
60大洋环球控股
08476.hk
8.01亿港币20.372.961.40%0.70%7.92%2024-09 中报2024-11-072.01亿港币-16.45%1,998.80万港币-6.80%7.52%-1.53%
61亲亲食品
01583.hk
7.78亿港币34.620.602.08%-0.96%1.98%2024-12 年报2025-04-019.96亿1.52%2,113.00万11.55倍1.75%1.91%
62纽曼思
02530.hk
6.70亿港币8.411.678.00%1.52%--2024-12 年报2025-03-212.77亿-34.94%7,490.00万-52.99%19.04%-29.44%
63大成食品
03999.hk
6.61亿港币10.560.290%-1.52%4.84%2024-12 年报2025-03-0758.35亿-9.10%5,883.10万25.11%3.51%0.30%
64绿新亲水胶体
01084.hk
6.29亿港币9.520.701.67%2.86%1.41%2024-12 年报2025-03-319.89亿-15.74%6,217.10万172.86%7.59%18.01%
65明辉国际
03828.hk
5.80亿港币4.050.4412.66%2.60%2.60%2024-12 年报2025-03-2623.11亿港币11.80%1.43亿港币37.48%11.33%3.10%
66广南(集团)
01203.hk
5.72亿港币4.060.225.56%1.61%3.28%2024-12 年报2025-03-21119.79亿港币15.34%1.41亿港币113.51%6.05%2.73%
67舒宝国际
02569.hk
5.60亿港币----0%17.89%--------------
68江苏宏信
02625.hk
5.36亿港币10.860.960%17.92%--------------
69金源发展国际实业
00677.hk
5.35亿港币26.910.417.30%1.61%-16.98%2024-09 中报2024-12-1610.38亿港币1.10%-463.90万港币-105.63%-0.18%-6.65%
70联华超市
00980.hk
5.03亿港币-1.32-1.650%0%4.62%2024-12 年报2025-03-28197.10亿-9.74%-3.59亿54.66%-119.28%-31.85%
71富景中国控股
02497.hk
4.35亿港币7.910.860%-1.14%-4.40%2024-12 年报2025-03-311.82亿15.45%5,175.40万5.13%12.66%-2.97%
72嘉士利集团
01285.hk
4.15亿港币7.170.4010.00%1.01%-13.04%2024-12 年报2025-03-2118.03亿6.90%5,446.10万-14.80%4.79%-1.25%
73双财庄
02321.hk
4.05亿港币8.310.943.33%-4.71%-10.00%2024-12 年报2025-03-269.13亿马来西亚林吉特-2.03%2,806.30万马来西亚林吉特3.49%11.80%-0.52%
74捷荣国际控股
02119.hk
4.04亿港币6.830.798.79%1.82%-3.45%2024-12 年报2025-03-287.21亿港币-1.07%5,909.10万港币21.31%10.74%2.39%
75王朝酒业
00828.hk
3.94亿港币11.791.271.25%0%-49.09%2024-12 年报2025-03-282.71亿港币3.26%3,344.00万港币56.72%10.75%3.19%
76澜沧古茶
06911.hk
3.84亿港币5.710.368.76%-0.33%-39.48%2024-06 中报2024-09-251.95亿-15.90%508.90万-79.11%0.44%-2.48%
77欣融国际
01587.hk
3.81亿港币8.200.724.02%--40.00%2024-12 年报2025-03-276.62亿-3.21%4,368.60万115.66%9.08%4.65%
78老恒和酿造
02226.hk
3.41亿港币-0.62-0.110%0%-1.67%2024-12 年报2025-03-282.75亿6.30%-5.17亿1.48%-19.92%5.39%
79COOLLINK
08491.hk
3.27亿港币-13.772.450%-2.38%-68.34%2024-12 年报2025-03-282,946.10万新加坡元-4.24%-416.10万新加坡元-288.52%-22.40%-14.46%
80森美控股
00756.hk
3.07亿港币-9.86-1.030%---19.64%2024-12 中报2025-03-283,668.70万-5.33%-2,647.10万-24.41%-9.95%-1.33%
81领航医药生物科技
00399.hk
3.04亿港币-1.580.660%0%-19.71%2024-09 中报2024-12-27302.90万港币-18.73%-1.02亿港币-152.53%25.54%-55.78%
82蜡笔小新食品
01262.hk
2.93亿港币-2.951.280%-6.94%-21.64%2024-12 年报2025-03-288.67亿13.38%-9,346.00万10.78%-42.77%-4.66%
83利特米
01936.hk
2.83亿港币19.711.210%-3.23%-20.20%2024-12 年报2025-03-281.23亿马来西亚林吉特4.02%827.60万马来西亚林吉特-24.82%5.23%-1.90%
84香港生力啤
00236.hk
2.80亿港币-13.940.436.67%-2.60%-10.71%2024-12 年报2025-03-287.11亿港币-4.11%-2,009.60万港币-123.40%-2.89%-17.09%
85碧生源
00926.hk
2.71亿港币17.250.544.50%3.74%-3.48%2024-12 年报2025-03-314.84亿-10.79%1,480.40万104.95%2.88%47.39%
86从玉智农
00875.hk
2.64亿港币10.040.530%1.75%-63.52%2024-06 中报2024-09-273.00亿港币-72.23%928.10万港币-69.36%0.99%-5.29%
87雨润食品
01068.hk
2.33亿港币-6.05-0.330%-1.54%-23.81%2024-12 年报2025-03-259.92亿港币-29.67%-3,857.30万港币73.87%-5.21%28.79%
88美捷汇控股
01389.hk
2.16亿港币-11.731.870%-2.50%59.18%2024-09 中报2024-11-293,623.70万港币22.76%-745.80万港币-58.31%-6.25%-1.87%
89利亚零售
00831.hk
2.06亿港币8.610.3211.32%6.00%-35.37%2024-12 年报2025-03-2014.86亿港币-0.04%2,391.40万港币-58.56%3.69%-5.08%
90TSWONDERS
01767.hk
1.98亿港币5.490.421.16%1.02%7.03%2024-12 年报2025-03-286,995.82万新加坡元-0.23%632.46万新加坡元15.94%8.14%0.44%
91大成糖业
03889.hk
1.85亿港币2.78-0.850%2.13%-20.00%2024-12 年报2025-03-286.23亿港币41.43%6,661.80万港币-76.99%22.20%-32.28%
92华昱高速
01823.hk
1.82亿港币-20.060.2327.50%-1.12%-16.98%2024-12 年报2025-03-271.98亿-51.33%-851.40万-102.58%-1.21%-38.50%
93科利实业控股
01455.hk
1.78亿港币4.100.410%-3.47%-10.32%2024-09 中报2024-12-091.55亿港币23.24%2,294.60万港币25.64%5.39%0.80%
94鸿福堂
01446.hk
1.74亿港币-12.690.670%1.92%54.07%2024-12 年报2025-03-276.21亿港币-7.73%-1,369.30万港币60.45%-6.44%8.66%
95华联国际
00969.hk
1.71亿港币-5.31-0.190%---12.36%2024-12 年报2025-03-311.47亿港币3.51%-3,218.00万港币21.92%-3.72%1.69%
96常茂生物
00954.hk
1.70亿港币-2.340.270%8.47%-20.00%2024-12 年报2025-03-315.85亿-8.21%-6,824.30万20.70%-11.05%1.04%
97怡园酒业
08146.hk
1.69亿港币-3.870.700%-3.65%76.37%2024-12 年报2025-03-203,455.30万-46.83%-4,101.80万-501.35%-16.64%-20.55%
98威扬酒业控股
08509.hk
1.60亿港币4.160.520%0%2.56%2024-09 中报2024-11-251.58亿港币86.40%1,100.60万港币194.04%3.67%2.27%
99易生活控股
00223.hk
1.48亿港币-4.621.190%-1.80%--2024-03 年报2024-07-181.84亿港币-22.92%-3,200.80万港币-47.69%-79.41%-6.26%
100亚洲富思
08413.hk
1.35亿港币62.781.360%1.75%-7.20%2024-09 中报2024-11-201.48亿港币1.84%-9.70万港币74.47%-0.10%0.29%