消费100
(399364.sz)A股通分级靠档加权编制方案单张
(
市盈率
33.01
市净率
4.57
股息率
1.54%
)·市值加权
发布时间2009-08-03样本数100调样频率半年收盘点位11,154.48点位涨跌幅-0.92%成交金额3,456.20亿市值18.08万亿A股市值16.48万亿流通市值15.65万亿自由流通市值9.12万亿A股场内基金资产规模0前十大权重34.08%发布以来年化涨跌幅6.15%陆股通持仓金额占市值比例3.83% (6,740.57亿2025-12-31) 融资融券余额占市值比例2.19% (融资余额3,984.38亿融券余额15.28亿2026-01-22)
消费100指数由消费相关主题板块中的100只龙头企业组成,反映沪深北交易所消费主题上市公司的市场表现,为投资者提供更丰富的指数化投资工具。在消费相关证券中,剔除质押比高、成交额低的证券,在总市值排名前150只证券中选取利润、营业收入、总市值综合排名前100只®基础数据源自国证指数公司指数估值数据计算说明文档指数财务数据计算说明文档
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消费100(399364) - 样本列表

最后更新于:2026-01-23

# 公司名称 行业
关注时间市值市盈率市净率股息率涨跌幅今年以来投资收益率公司性质财报日期公告时间营业总收入归属于母公司普通股股东的净利润归属于母公司普通股股东的加权ROE
累计同比累计同比累计同比
1工业富联
601138.sh
消费电子零部件及组装--1.19万亿39.067.7021.61%-4.21%-2.60%2025-Q32025-10-306,039.31亿38.40%224.87亿48.52%14.38%4.34%
2中芯国际
688981.sh
集成电路制造--9,997.35亿207.826.6130%-1.45%1.73%2025-Q32025-11-14495.10亿18.22%38.18亿41.09%2.60%0.70%
3比亚迪
002594.sz
电动乘用车--8,538.26亿22.263.8841.41%-0.50%-4.16%自然人2025-Q32025-10-315,662.66亿12.75%233.33亿-7.55%10.83%-6.32%
4中际旭创
300308.sz
通信网络设备及器件--6,500.04亿76.0224.6310.15%-5.80%-4.10%自然人2025-Q32025-10-31250.05亿44.43%71.32亿90.05%31.22%7.54%
5海光信息
688041.sh
数字芯片设计--6,415.17亿271.0629.2970.09%-4.33%22.99%2025-Q32025-10-1694.90亿54.65%19.61亿28.56%9.30%1.42%
6美的集团
000333.sz
空调--5,833.09亿13.042.6924.85%-0.92%-1.75%自然人2025-Q32025-10-303,647.16亿13.85%378.83亿19.51%16.79%-1.67%
7寒武纪
688256.sh
数字芯片设计--5,629.45亿299.9549.7690%-1.33%-1.52%自然人2025-Q32025-10-1846.07亿23.86倍16.05亿321.49%25.21%38.69%
8立讯精密
002475.sz
消费电子零部件及组装--4,043.63亿25.585.0700.65%-1.61%-2.13%自然人2025-Q32025-10-312,209.15亿24.69%115.18亿26.92%15.24%0.26%
9五粮液
000858.sz
白酒--3,997.67亿14.063.0175.58%0.22%-2.78%国有2025-Q32025-10-31609.45亿-10.26%215.11亿-13.72%15.37%-2.96%
10恒瑞医药
600276.sh
化学制剂--3,915.28亿52.436.5800.33%-0.76%-0.97%自然人2025-Q32025-10-28231.88亿14.85%57.51亿24.50%11.09%0.21%
11新易盛
300502.sz
通信网络设备及器件--3,807.25亿50.6426.2120.08%-6.51%-11.11%自然人2025-Q32025-10-30165.05亿221.70%63.27亿284.37%55.20%28.91%
12北方华创
002371.sz
半导体设备--3,695.53亿58.7610.2530.15%1.96%11.17%国有2025-Q32025-10-31273.01亿32.97%51.30亿14.83%15.31%-1.45%
13海康威视
002415.sz
安防设备--2,928.18亿22.203.7353.45%-0.44%7.07%国有2025-Q32025-10-18657.58亿1.18%93.19亿14.94%11.43%0.91%
14药明康德
603259.sh
医疗研发外包--2,912.15亿19.424.1051.68%0%7.68%自然人2025-Q32025-10-27328.57亿18.61%120.76亿84.84%19.26%7.53%
15牧原股份
002714.sz
生猪养殖--2,513.42亿11.333.3143.22%0.85%-9.04%自然人2025-Q32025-10-311,117.90亿15.52%147.79亿41.01%19.26%3.90%
16海尔智家
600690.sh
冰洗--2,408.18亿11.492.0574.81%-0.81%-1.57%集体2025-Q32025-10-312,340.54亿9.98%173.73亿14.68%14.97%0.83%
17迈瑞医疗
300760.sz
医疗设备--2,370.44亿27.566.2942.37%1.04%2.66%自然人2025-Q32025-10-30258.34亿-12.38%75.70亿-28.83%19.64%-9.04%
18中微公司
688012.sh
半导体设备--2,301.40亿120.2510.7180.08%3.99%34.77%2025-Q32025-10-3080.63亿46.40%12.11亿32.66%5.87%0.91%
19胜宏科技
300476.sz
印制电路板--2,300.42亿63.2915.1630.11%-3.85%-8.09%自然人2025-Q32025-10-28141.17亿83.40%32.45亿324.38%29.06%19.51%
20三花智控
002050.sz
家电零部件--2,274.01亿56.297.3050.63%-3.55%-2.08%自然人2025-Q32025-10-31240.29亿16.86%32.42亿40.85%13.67%1.06%
21蓝思科技
300433.sz
消费电子零部件及组装--2,251.12亿54.964.1811.10%14.95%40.73%自然人2025-Q32025-10-29536.63亿16.08%28.43亿19.91%5.77%0.72%
22海天味业
603288.sh
调味发酵品--2,097.29亿30.615.3023.84%-0.83%-3.19%自然人2025-Q32025-10-29216.28亿6.02%53.22亿10.54%15.46%-1.22%
23兆易创新
603986.sh
数字芯片设计--2,071.13亿153.0011.2340.11%-1.40%38.74%自然人2025-Q32025-10-2968.32亿20.92%10.83亿30.18%6.30%0.96%
24赛力斯
601127.sh
电动乘用车--2,055.54亿28.477.5311.02%2.50%-2.45%自然人2025-Q32025-10-311,105.34亿3.67%53.12亿31.56%24.05%-6.37%
25顺丰控股
002352.sz
快递--1,972.94亿18.162.0082.19%-1.31%2.17%自然人2025-Q32025-10-312,252.61亿8.89%83.08亿9.07%8.65%0.31%
26同花顺
300033.sz
垂直应用软件--1,963.21亿82.5426.1670.85%1.95%13.35%自然人2025-Q32025-10-2332.61亿39.67%12.06亿85.29%16.10%6.60%
27中兴通讯
000063.sz
通信网络设备及器件--1,918.68亿32.852.5591.54%0.80%6.00%2025-Q32025-10-291,005.20亿11.63%53.22亿-32.69%7.20%-4.07%
28长城汽车
601633.sh
综合乘用车--1,847.64亿16.952.1462.08%0.42%-4.60%自然人2025-Q32025-10-251,535.82亿7.96%86.35亿-16.97%10.36%-3.91%
29澜起科技
688008.sh
数字芯片设计--1,834.51亿88.8014.9240.37%-4.69%35.84%2025-Q32025-10-3140.58亿57.83%16.32亿66.89%13.60%4.14%
30生益科技
600183.sh
印制电路板--1,718.36亿61.1611.0631.41%-4.53%-0.94%2025-Q32025-10-29206.14亿39.80%24.43亿78.04%15.70%6.06%
31伊利股份
600887.sh
乳品--1,696.46亿21.183.1846.34%0.04%-6.22%2025-Q32025-10-31905.64亿1.71%104.26亿-4.07%18.60%-0.72%
32泸州老窖
000568.sz
白酒--1,649.16亿13.043.3205.31%-0.28%-3.60%国有2025-Q32025-10-31231.27亿-4.84%107.62亿-7.17%22.00%-3.88%
33京东方A
000725.sz
面板--1,648.47亿24.921.2321.13%1.14%5.70%国有2025-Q32025-10-311,545.48亿7.53%46.01亿39.03%3.46%0.93%
34金山办公
688111.sh
横向通用软件--1,636.41亿91.7513.4920.25%3.00%15.06%自然人2025-Q32025-10-2841.78亿15.21%11.78亿13.32%9.97%-0.09%
35豪威集团
603501.sh
数字芯片设计--1,624.90亿39.085.9620.46%0.43%2.78%自然人2025-Q32025-10-29217.83亿15.20%32.10亿35.15%12.32%1.41%
36金龙鱼
300999.sz
粮油加工--1,616.72亿42.331.6810.37%0.74%3.76%2025-Q32025-10-311,842.70亿5.02%27.49亿92.06%2.89%1.33%
37中国联通
600050.sh
电信运营商--1,600.74亿16.910.9503.38%0.59%0.20%国有2025-Q32025-10-232,929.85亿0.99%87.72亿5.20%5.13%0.14%
38福耀玻璃
600660.sh
车身附件及饰件--1,599.51亿17.614.5094.41%0.26%-5.37%自然人2025-Q32025-10-17333.02亿17.62%70.64亿28.93%19.35%2.35%
39天孚通信
300394.sz
通信网络设备及器件--1,470.56亿80.2530.1460.45%-5.41%-6.83%自然人2025-Q32025-10-3039.18亿63.63%14.65亿50.07%31.30%3.91%
40拓普集团
601689.sh
底盘与发动机系统--1,444.66亿52.866.2070.62%1.45%7.71%自然人2025-Q32025-10-31209.28亿8.14%19.67亿-11.97%8.95%-3.48%
41中科曙光
603019.sh
其他计算机设备--1,403.27亿66.586.6620.35%-1.07%11.99%国有2025-Q32025-10-3188.20亿9.68%9.66亿25.55%4.67%0.62%
42沪电股份
002463.sz
印制电路板--1,387.47亿40.149.9480.69%-5.55%-1.33%自然人2025-Q32025-10-29135.12亿49.96%27.18亿47.03%21.07%3.24%
43科大讯飞
002230.sz
横向通用软件--1,358.12亿162.227.6310.17%0.53%16.82%自然人2025-Q32025-10-21169.89亿14.41%-0.67亿80.60%-0.38%1.65%
44鹏鼎控股
002938.sz
印制电路板--1,351.19亿33.334.1361.72%-2.77%15.24%2025-Q32025-10-31268.55亿14.34%24.08亿21.95%7.47%0.94%
45东山精密
002384.sz
印制电路板--1,338.91亿107.846.2830.09%-3.73%-13.64%自然人2025-Q32025-10-22270.71亿2.28%12.23亿14.61%6.17%0.40%
46东鹏饮料
605499.sh
软饮料--1,317.50亿30.0814.9741.97%-1.10%-5.25%自然人2025-Q32025-10-25168.44亿34.13%37.61亿38.91%43.35%5.90%
47润泽科技
300442.sz
通信应用增值服务--1,280.02亿25.709.4500.67%0.36%48.33%自然人2025-Q32025-10-3039.77亿15.05%47.04亿210.74%38.72%22.13%
48领益智造
002600.sz
消费电子零部件及组装--1,161.14亿50.715.0090.25%2.38%2.25%自然人2025-Q32025-10-30375.90亿19.25%19.41亿37.66%9.42%1.96%
49长安汽车
000625.sz
综合乘用车--1,159.81亿17.061.5132.95%0.78%-1.35%国有2025-Q32025-10-251,149.27亿3.58%30.55亿-14.66%3.96%-0.99%
50联影医疗
688271.sh
医疗设备--1,100.42亿64.325.2880.16%1.11%6.39%自然人2025-Q32025-10-3088.59亿27.39%11.20亿66.91%5.50%1.98%
51芯原股份
688521.sh
数字芯片设计--1,086.42亿-196.9230.5430%1.35%50.84%2025-Q32025-10-2822.55亿36.64%-3.47亿12.42%-13.18%2.62%
52分众传媒
002027.sz
广告媒体--1,074.50亿19.806.8245.11%0.54%0.95%自然人2025-Q32025-10-3096.07亿3.73%42.40亿6.87%23.74%1.13%
53爱尔眼科
300015.sz
医院--1,053.77亿32.744.8582.12%1.07%3.62%自然人2025-Q32025-10-28174.84亿7.25%31.15亿-9.76%14.32%-3.05%
54TCL科技
000100.sz
面板--1,050.44亿34.041.7240.94%2.85%11.23%2025-Q32025-10-311,360.65亿10.50%30.47亿99.75%5.68%2.81%
55温氏股份
300498.sz
生猪养殖--1,040.67亿12.882.5333.19%-0.38%-7.35%自然人2025-Q32025-10-22758.17亿-0.04%52.56亿-18.29%12.40%-5.20%
56歌尔股份
002241.sz
消费电子零部件及组装--1,039.58亿35.762.9551.00%1.10%2.05%自然人2025-Q32025-10-25681.07亿-2.21%25.87亿10.33%7.59%0.14%
57三环集团
300408.sz
被动元件--1,003.48亿39.424.7780.72%-0.34%14.45%自然人2025-Q32025-10-3065.08亿20.96%19.59亿22.16%9.53%1.03%
58云南白药
000538.sz
中药--1,001.86亿19.272.5213.93%-0.88%-1.07%2025-Q32025-10-31306.54亿2.47%47.77亿10.41%11.92%1.10%
59巨人网络
002558.sz
游戏--963.70亿54.426.3520.57%0.95%15.06%自然人2025-Q32025-10-2933.68亿51.84%14.17亿32.31%10.23%1.38%
60浪潮信息
000977.sz
其他计算机设备--952.75亿38.424.5230.18%-0.32%-2.58%国有2025-Q32025-10-311,206.69亿44.85%14.82亿15.35%7.24%0.23%
61盛美上海
688082.sh
半导体设备--944.82亿56.887.1080.31%-4.30%11.77%自然人2025-Q32025-10-3051.46亿29.42%12.66亿66.99%15.25%4.16%
62洋河股份
002304.sz
白酒--942.28亿45.531.9407.43%-1.53%2.98%国有2025-Q32025-10-31180.90亿-34.26%39.75亿-53.66%8.06%-7.20%
63双汇发展
000895.sz
肉制品--884.18亿17.194.3725.49%-0.82%-3.59%外企2025-Q32025-10-29446.53亿1.23%39.59亿4.05%18.50%0.51%
64长电科技
600584.sh
集成电路封测--877.17亿58.993.1150.31%-0.77%33.28%国有2025-Q32025-10-24286.69亿14.78%9.54亿-11.39%3.41%-0.66%
65三六零
601360.sh
横向通用软件--876.34亿-137.542.9861.60%2.20%12.09%自然人2025-Q32025-10-3160.68亿8.18%-1.22亿78.88%-0.41%1.45%
66海大集团
002311.sz
水产饲料--849.01亿16.903.3602.55%-0.80%-7.85%自然人2025-Q32025-10-18960.94亿13.24%41.42亿14.31%16.67%-0.61%
67青岛啤酒
600600.sh
啤酒--842.94亿18.212.6903.56%-0.26%0.96%国有2025-Q32025-10-28293.67亿1.41%52.74亿5.70%17.37%0.20%
68三安光电
600703.sh
LED--825.18亿875.262.3340.11%5.75%17.06%自然人2025-Q32025-10-29138.17亿16.55%0.89亿-64.15%0.24%-0.42%
69瑞芯微
603893.sh
数字芯片设计--806.12亿78.8219.0110.50%-1.34%7.42%自然人2025-Q32025-10-2831.41亿45.46%7.80亿121.65%19.59%8.67%
70德赛西威
002920.sz
垂直应用软件--804.72亿33.735.4960.83%4.98%12.08%国有2025-Q32025-10-28223.37亿17.72%17.88亿27.08%18.10%1.41%
71中航光电
002179.sz
军工电子--795.83亿30.873.3502.13%2.04%6.01%国有2025-Q32025-10-30158.38亿12.36%17.37亿-30.89%7.31%-4.58%
72华工科技
000988.sz
激光设备--786.60亿49.037.2130.26%-2.81%-1.39%国有2025-Q32025-10-24110.38亿22.62%13.21亿40.92%12.55%2.69%
73指南针
300803.sz
垂直应用软件--786.03亿238.1029.1490%0.80%-1.24%自然人2025-Q32025-10-2514.02亿80.54%1.16亿205.48%4.97%10.98%
74沪硅产业
688126.sh
半导体材料--772.71亿-72.533.8440%2.19%8.04%2025-Q32025-10-3126.41亿6.56%-6.31亿-17.67%-5.35%-1.54%
75公牛集团
603195.sh
其他家居用品--765.47亿19.204.8884.05%0.47%3.70%自然人2025-Q32025-10-31121.98亿-3.22%29.79亿-8.72%18.26%-3.29%
76紫光股份
000938.sz
IT服务--759.64亿54.475.2500.28%0.64%7.97%2025-Q32025-10-31773.22亿31.41%14.04亿-11.24%10.09%5.17%
77紫光国微
002049.sz
数字芯片设计--746.99亿52.165.6920.24%3.41%11.56%2025-Q32025-10-2849.04亿15.05%12.63亿25.04%9.79%1.30%
78复星医药
600196.sh
化学制剂--736.24亿22.431.5331.15%1.17%4.08%自然人2025-Q32025-10-29293.93亿-4.91%25.23亿25.50%5.30%0.98%
79传音控股
688036.sh
品牌消费电子--733.88亿19.353.6343.57%2.54%-3.64%自然人2025-Q32025-10-29495.43亿-3.33%21.48亿-44.97%10.48%-9.93%
80大华股份
002236.sz
安防设备--688.58亿17.671.8303.05%0.92%10.61%自然人2025-Q32025-10-25229.13亿2.06%35.35亿38.92%9.55%2.39%
81宝信软件
600845.sh
IT服务--684.97亿47.806.2302.53%1.49%15.21%国有2025-Q32025-10-2870.52亿-27.72%10.98亿-43.13%9.85%-7.56%
82宇通客车
600066.sh
商用载客车--684.77亿13.765.1054.85%0.52%-5.41%自然人2025-Q32025-10-29263.66亿9.52%32.92亿35.38%24.20%6.37%
83中天科技
600522.sh
通信线缆及配套--675.42亿23.571.8441.51%4.82%9.22%自然人2025-Q32025-10-28379.74亿10.65%23.38亿1.19%6.43%-0.30%
84华东医药
000963.sz
化学制剂--660.92亿17.872.7392.47%-0.24%-4.49%自然人2025-Q32025-10-28326.64亿3.77%27.48亿7.24%11.39%-0.31%
85上海医药
601607.sh
医药流通--648.22亿11.480.8602.35%0.98%-1.47%国有2025-Q32025-10-312,150.72亿2.60%51.47亿26.96%6.96%1.22%
86华大九天
301269.sz
垂直应用软件--630.85亿1,051.5312.1410.13%0.04%8.77%国有2025-Q32025-10-308.05亿8.24%0.09亿-84.52%0.18%-1.03%
87恒生电子
600570.sh
垂直应用软件--619.38亿58.836.8490.30%1.36%8.46%2025-Q32025-10-3134.90亿-16.66%4.55亿2.16%5.17%-0.24%
88圆通速递
600233.sh
快递--600.32亿15.161.7992.05%-1.18%6.82%自然人2025-Q32025-10-29541.56亿9.69%28.77亿-1.83%8.80%-1.00%
89华利集团
300979.sz
纺织鞋类制造--572.76亿16.693.6756.72%-1.09%-2.25%自然人2025-Q32025-10-30186.80亿6.67%24.35亿-14.34%14.13%-3.85%
90海思科
002653.sz
化学制剂--566.68亿183.4313.4060.53%0.50%-1.40%自然人2025-Q32025-10-2933.00亿19.95%2.95亿-22.66%7.08%-1.93%
91安克创新
300866.sz
品牌消费电子--563.23亿21.875.6962.08%-0.84%-8.17%自然人2025-Q32025-10-30210.19亿27.79%19.33亿31.34%20.27%2.47%
92万泰生物
603392.sh
疫苗--560.13亿-167.784.6330%0.84%-1.42%自然人2025-Q32025-10-3014.98亿-23.09%-1.73亿-165.04%-1.42%-3.54%
93新诺威
300765.sz
原料药--554.39亿-505.5915.0330.05%4.22%9.43%自然人2025-Q32025-10-2815.93亿7.71%-0.24亿-117.26%-0.65%-3.47%
94信立泰
002294.sz
化学制剂--547.93亿81.476.2461.02%-0.41%-0.81%自然人2025-Q32025-10-2832.41亿8.00%5.81亿13.93%6.67%0.44%
95科伦药业
002422.sz
化学制剂--514.41亿30.882.1701.95%1.23%9.68%自然人2025-Q32025-10-31132.77亿-20.92%12.01亿-51.41%5.18%-6.14%
96光线传媒
300251.sz
影视动漫制作--512.20亿23.644.7661.14%1.69%6.59%自然人2025-Q32025-10-2936.16亿150.81%23.36亿406.78%23.95%18.71%
97闻泰科技
600745.sh
分立器件--502.22亿-28.961.4790%3.09%8.23%自然人2025-Q32025-10-25297.69亿-44.00%15.13亿265.09%4.34%3.23%
98软通动力
301236.sz
IT服务--496.96亿244.424.7940.19%4.45%9.95%自然人2025-Q32025-10-30253.83亿14.30%0.99亿30.21%0.94%0.22%
99爱美客
300896.sz
医美耗材--432.49亿29.515.8523.48%0.94%0.85%自然人2025-Q32025-10-2918.65亿-21.49%10.93亿-31.05%14.18%-8.93%
100今世缘
603369.sh
白酒--420.30亿14.622.5463.56%-0.59%-3.08%国有2025-Q32025-10-3188.82亿-10.66%25.49亿-17.39%15.70%-5.70%