非必需性消费
(H23.恒生.一级)港股通
(
市盈率
20.76
市净率
1.850
股息率
2.33%
)·市值加权
发布时间2019-09-09样本数679市值12.51万亿港币H股市值8.77万亿港币港股通持仓金额占市值比例6.90% (1.06万亿港币2026-01-13) 行业估值数据计算说明文档行业财务数据计算说明文档
二级: 汽车家庭电器及用品纺织及服饰旅游及消闲设施媒体及娱乐支持服务专业零售
发表讨论

非必需性消费(H23).恒生 - 样本列表

最后更新于:2026-07-10

# 公司名称 省份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)
累计同比累计同比累计同比
1阿里巴巴-W
09988.hk
--2.12万亿港币17.591.7560.93%2.04%-21.99%2026-03 年报2026-06-1810,236.70亿2.74%1,059.04亿-18.20%9.22%-2.22%
2迅销有限公司-预托证券
06288.hk
--1.28万亿港币51.3411.176---5.50%44.81%2026-02 中报2026-04-1020,552.27亿日元14.80%2,792.90亿日元19.58%12.00%0.48%
3比亚迪股份
01211.hk
--7,740.50亿港币24.882.9380.48%2.72%-10.53%2026-03 一季报2026-04-291,502.25亿-11.82%40.85亿-55.38%1.54%-2.70%
4比亚迪股份-R
81211.hk
--6,692.02亿24.292.8860.55%2.37%-13.53%2026-03 一季报2026-04-281,502.25亿-11.82%40.85亿-55.38%1.54%--
5美的集团
00300.hk
--6,756.93亿港币13.522.5605.47%0.34%9.55%2026-03 一季报2026-04-301,310.99亿2.55%126.75亿2.03%5.34%-0.09%
6美团-W
03690.hk
--4,859.54亿港币-10.912.8530%0.25%-23.81%2026-03 一季报2026-06-01904.76亿5.41%-68.27亿-167.89%-4.54%-10.18%
7百度集团-SW
09888.hk
--3,141.20亿港币169.391.0280%0.87%-12.24%2026-03 一季报2026-05-18320.75亿-1.16%34.45亿-55.36%1.13%-1.59%
8京东集团-SW
09618.hk
--3,105.76亿港币19.461.2633.55%2.32%1.98%2026-03 一季报2026-05-123,156.94亿4.85%51.02亿-53.15%2.03%-1.60%
9创科实业
00669.hk
--2,298.38亿港币24.654.2442.05%-0.79%41.28%2025-12 年报2026-03-30152.60亿美元4.36%11.98亿美元6.83%17.99%-0.53%
10携程集团-S
09961.hk
--2,139.73亿港币6.061.1410%2.04%-40.54%2026-03 一季报2026-06-25162.08亿17.19%24.99亿-41.57%1.49%-1.48%
11安踏体育
02020.hk
--2,040.16亿港币13.492.7873.37%1.67%-8.13%2025-12 年报2026-04-09802.19亿13.26%135.88亿-12.88%22.51%-5.17%
12吉利汽车
00175.hk
--2,022.08亿港币11.621.8682.68%2.81%6.93%2026-03 一季报2026-04-29837.76亿15.25%41.66亿-26.55%4.43%-1.94%
13泡泡玛特
09992.hk
--2,006.91亿港币14.128.0971.80%-0.20%-18.36%2025-12 年报2026-04-21371.20亿184.71%127.76亿308.76%77.60%42.15%
14港铁公司
00066.hk
--1,943.39亿港币13.241.0114.20%0.45%7.72%2025-12 年报2026-04-16547.07亿港币-7.59%146.77亿港币-6.94%7.73%-1.07%
15海尔智家
06690.hk
--1,888.65亿港币8.931.3286.45%1.82%-17.05%2026-03 一季报2026-04-28736.87亿-6.86%46.52亿-15.22%3.69%-0.93%
16快手-W
01024.hk
--1,862.30亿港币9.431.9942.68%2.23%-31.62%2026-03 一季报2026-05-27337.16亿3.40%29.03亿-27.02%3.59%-2.64%
17奇瑞汽车
09973.hk
--1,554.38亿港币7.432.4823.66%4.37%-9.88%2026-03 一季报2026-04-28658.70亿-3.45%41.70亿-10.32%8.15%-10.13%
18银河娱乐
00027.hk
--1,378.58亿港币12.921.6584.76%2.67%-15.73%2025-12 年报2026-04-09492.42亿港币13.38%106.74亿港币21.86%13.40%1.46%
19福耀玻璃
03606.hk
--1,333.58亿港币13.172.9994.58%0.99%-22.01%2026-03 一季报2026-04-22104.13亿5.08%17.12亿-15.68%4.47%-1.07%
20百胜中国
09987.hk
--1,163.47亿港币15.762.7322.56%0.90%-7.41%2026-03 一季报2026-04-2932.33亿美元9.63%3.09亿美元5.82%5.42%0.56%
21周大福
01929.hk
--1,144.49亿港币12.713.6955.78%1.67%-6.38%2026-03 年报2026-06-18943.98亿港币5.29%90.04亿港币52.22%30.60%8.47%
22腾讯音乐-SW
01698.hk
--1,102.99亿港币10.951.3062.68%0.81%-49.22%2026-03 一季报2026-05-1278.95亿7.33%20.91亿-51.27%2.67%-3.39%
23金沙中国有限公司
01928.hk
--1,079.66亿港币15.489.9035.62%1.06%-29.64%2025-12 年报2026-03-3174.43亿美元5.13%8.96亿美元-14.26%73.68%-129.82%
24理想汽车-W
02015.hk
--1,025.94亿港币-50.101.2890%1.41%-26.88%2026-03 一季报2026-05-28229.83亿-11.35%-22.90亿-452.06%-3.17%-4.07%
25普拉达
01913.hk
--1,011.76亿港币12.992.3833.81%-2.03%-8.34%2026-03 一季报2026-04-3013.74亿欧元4.72%--------
26中国中免
01880.hk
--1,005.65亿港币21.961.5271.62%3.20%-37.98%2026-03 一季报2026-04-30169.06亿0.96%23.48亿21.18%3.80%0.48%
27华住集团-S
01179.hk
--997.04亿港币17.748.0175.14%0.25%-10.43%2026-03 一季报2026-05-1557.56亿8.85%8.17亿-8.61%6.81%-1.05%
28小鹏集团-W
09868.hk
--982.02亿港币-38.033.0370%0.79%-35.41%2026-03 一季报2026-05-28130.34亿-17.56%-17.84亿-168.67%-6.07%-3.92%
29中国国航
00753.hk
--848.39亿港币39.091.6980%3.76%-41.44%2026-03 一季报2026-04-30445.36亿11.28%17.14亿183.86%4.49%10.88%
30赛力斯
09927.hk
--832.67亿港币12.461.7741.90%0.29%-55.37%2026-03 一季报2026-04-29257.46亿34.46%7.54亿0.89%1.45%--
31蔚来-SW
09866.hk
--809.92亿港币-7.7216.4260%1.63%-5.62%2026-03 一季报2026-05-21255.33亿112.16%-4.96亿92.80%-2.44%62.40%
32国泰航空
00293.hk
--806.97亿港币7.451.3426.93%0.84%12.31%2025-12 年报2026-04-091,064.20亿港币10.85%108.28亿港币12.71%19.23%1.66%
33长城汽车
02333.hk
--739.02亿港币7.270.7374.59%1.77%-40.94%2026-03 一季报2026-04-25451.09亿12.72%9.45亿-46.01%1.07%-1.09%
34长城汽车-R
82333.hk
--639.80亿7.060.7255.31%1.08%-42.80%2026-03 一季报2026-04-24451.09亿12.72%9.45亿-46.01%1.07%-1.09%
35老铺黄金
06181.hk
--691.42亿港币12.775.6016.08%2.14%-34.57%2025-12 年报2026-04-16273.03亿221.00%48.68亿230.45%64.84%10.64%
36中国东方航空股份
00670.hk
--691.35亿港币62.534.3160%3.64%-41.28%2026-03 一季报2026-04-30370.60亿10.94%16.33亿264.12%4.32%7.08%
37申洲国际
02313.hk
--656.91亿港币10.141.5755.90%0.97%-26.49%2025-12 年报2026-04-23309.94亿8.13%58.25亿-6.66%15.88%-2.28%
38中国南方航空股份
01055.hk
--617.93亿港币17.981.4680%2.71%-41.41%2026-03 一季报2026-04-30477.82亿10.08%14.81亿298.26%3.84%4.54%
39海底捞
06862.hk
--610.35亿港币13.555.4786.59%0.55%-20.63%2025-12 年报2026-04-24432.25亿1.10%40.50亿-13.98%39.58%-3.28%
40新东方-S
09901.hk
--602.41亿港币18.211.8852.45%-0.10%-8.61%2026-02 三季报2026-04-2241.32亿美元12.98%4.13亿美元13.27%10.60%1.52%
41安克创新
00668.hk
--599.81亿港币21.185.1210%2.29%--2025-12 年报2026-06-23305.14亿23.49%25.45亿20.37%26.36%-17.50%
42哔哩哔哩-W
09626.hk
--582.56亿港币36.963.2780%0.94%-27.84%2026-03 一季报2026-05-1974.72亿6.69%2.10亿24.05倍1.30%1.37%
43波司登
03998.hk
--555.07亿港币12.232.6756.58%0.64%6.50%2026-03 年报2026-06-25273.50亿5.59%39.94亿13.67%22.83%-0.21%
44中银航空租赁
02588.hk
--547.92亿港币8.941.0294.50%-0.32%11.77%2025-12 年报2026-04-2722.96亿美元7.15%7.87亿美元-14.76%11.92%-3.33%
45零跑汽车
09863.hk
--536.59亿港币89.583.4160%6.79%-22.38%2025-12 年报2026-04-29647.32亿101.25%5.38亿119.09%4.45%29.45%
46BOSS直聘-W
02076.hk
--523.25亿港币13.762.2421.19%0.18%-29.36%2026-03 一季报2026-05-2020.58亿8.23%11.57亿123.24%5.54%2.22%
47思摩尔国际
06969.hk
--472.73亿港币39.941.9455.24%0.13%-34.29%2025-12 年报2026-04-16142.56亿20.83%10.64亿-18.37%4.85%-1.17%
48深演智能
02723.hk
--447.59亿港币4,423.0597.6450%1.52%--2025-12 年报2026-05-185.77亿7.19%0.09亿-58.60%2.25%-2.67%
49美高梅中国
02282.hk
--398.24亿港币7.8512.2636.37%1.06%-17.61%2025-12 年报2026-03-30347.87亿港币10.83%50.75亿港币10.24%268.86%-882.43%
50李宁
02331.hk
--379.19亿港币11.611.2344.30%2.23%-20.03%2025-12 年报2026-04-22295.98亿3.22%29.36亿-2.56%10.93%-1.00%
51TCL电子
01070.hk
--366.29亿港币13.601.9083.43%-1.82%44.78%2026-03 一季报2026-05-13292.25亿港币15.28%3.59亿港币123.63%----
52敏实集团
00425.hk
--326.66亿港币10.911.2492.77%0.36%-10.58%2025-12 年报2026-04-30257.37亿11.19%26.92亿16.08%12.13%0.37%
53海信家电
00921.hk
--301.62亿港币8.591.4356.58%-1.71%0.15%2026-03 一季报2026-04-29230.60亿-7.16%10.35亿-8.22%6.99%-1.11%
54雅迪控股
01585.hk
--296.95亿港币9.172.5515.56%1.38%-11.43%2025-12 年报2026-04-24370.08亿31.07%29.12亿128.83%30.30%15.47%
55同程旅行
00780.hk
--294.52亿港币10.501.1322.00%0%-43.14%2026-03 一季报2026-05-2150.06亿14.35%7.79亿16.51%3.30%0.10%
56名创优品
09896.hk
--285.21亿港币12.322.2885.67%1.32%-35.13%2026-03 一季报2026-05-2656.88亿28.49%12.51亿200.41%11.45%7.49%
57永利澳门
01128.hk
--273.27亿港币16.77-2.0247.85%0.78%-9.00%2025-12 年报2026-04-28289.89亿港币0.86%16.30亿港币-49.05%12.17%-9.81%
58中国儒意
00136.hk
--263.77亿港币13.190.9930%0.64%-28.31%2025-12 年报2026-04-1633.43亿-8.93%17.97亿10.43倍8.89%10.40%
59网易云音乐
09899.hk
--253.45亿港币8.291.7700%3.17%-35.22%2025-12 年报2026-04-1577.59亿-2.40%27.48亿76.00%23.82%7.01%
60东方甄选
01797.hk
--236.10亿港币63.243.9590%-4.79%24.22%2025-11 中报2026-02-1323.12亿5.72%2.39亿346.87%4.54%6.48%
61中创智领
00564.hk
--235.67亿港币5.100.82810.73%-1.12%-28.71%2026-03 一季报2026-04-3095.36亿-2.26%8.92亿-18.06%3.68%-1.21%
62广汽集团
02238.hk
--223.32亿港币-2.290.1890%1.39%-46.45%2026-03 一季报2026-04-30200.39亿1.98%-6.56亿10.29%-1.07%-0.16%
63阅文集团
00772.hk
--209.81亿港币-24.301.0760%-0.58%-37.72%2025-12 年报2026-04-2373.66亿-9.30%-7.76亿-270.93%-4.32%-3.20%
64裕元集团
00551.hk
--208.91亿港币7.880.5819.98%0.15%-12.83%2026-03 一季报2026-05-1319.85亿美元-2.17%0.35亿美元-53.56%----
65新秀丽
01910.hk
--204.95亿港币9.641.6035.75%2.50%-25.91%2026-03 一季报2026-05-138.29亿美元4.08%0.32亿美元-33.20%2.24%-1.32%
66均胜电子
00699.hk
--201.45亿港币12.771.0121.57%1.17%-32.34%2026-03 一季报2026-04-28138.15亿-5.22%4.02亿18.11%1.89%-0.12%
67德昌电机控股
00179.hk
--192.68亿港币12.160.8662.96%2.08%-30.62%2026-03 年报2026-06-1536.50亿美元0.08%2.02亿美元-23.09%7.18%-2.81%
68汇量科技
01860.hk
--186.99亿港币32.137.2070%-0.45%-27.36%2026-03 一季报2026-05-315.81亿美元32.21%0.34亿美元60.58%10.79%2.26%
69博泰车联
02889.hk
--185.77亿港币-15.277.7580%-3.53%-46.85%2025-12 年报2026-04-2835.10亿37.26%-10.93亿-102.01%-59.15%-8.73%
70美图公司
01357.hk
--184.82亿港币28.502.9312.35%-1.95%-41.64%2025-12 年报2026-04-2738.59亿15.50%5.83亿-27.61%10.26%-7.37%
71汽车之家-S
02518.hk
--184.57亿港币15.050.7099.30%2.84%-4.27%2026-03 一季报2026-05-2810.48亿-27.88%0.44亿-87.00%0.11%-1.25%
72应星控股
01440.hk
--171.36亿港币-156.6875.4030%-2.93%81.58%2025-12 年报2026-04-225.14亿-12.10%-0.98亿-670.75%-37.37%-33.26%
73晶苑国际
02232.hk
--166.03亿港币9.501.3277.01%0.87%-9.50%2025-12 年报2026-04-2326.41亿美元6.95%2.25亿美元12.05%14.29%0.78%
74奥克斯电气
02580.hk
--158.66亿港币6.381.43212.02%-1.09%-25.72%2025-12 年报2026-04-28300.49亿0.97%22.35亿-23.20%32.40%-39.65%
75金界控股
03918.hk
--158.34亿港币6.570.8474.59%-1.65%-21.34%2025-12 年报2026-04-287.10亿美元26.16%3.10亿美元182.78%13.60%8.36%
76广深铁路股份
00525.hk
--155.84亿港币8.940.4744.64%1.38%6.08%2026-03 一季报2026-04-3073.91亿7.18%5.80亿23.80%2.03%0.31%
77中国星集团
00326.hk
--154.96亿港币-34.929.6480%-2.00%144.44%2025-12 年报2026-04-284.05亿港币-44.40%-4.44亿港币-26.09%-29.88%-15.01%
78卧安机器人
06600.hk
--153.13亿港币-557.738.2890%-0.07%-15.75%2025-12 年报2026-04-299.01亿47.65%-0.25亿-702.73%-2.94%-1.38%
79大麦娱乐
01060.hk
--148.38亿港币18.520.7760%0%-47.89%2026-03 年报2026-05-2780.24亿19.73%7.05亿93.96%4.13%1.73%
80微博-SW
09898.hk
--148.19亿港币5.050.4907.92%0.33%-18.07%2026-03 一季报2026-05-284.21亿美元6.17%0.35亿美元-67.55%0.89%-2.16%
81香格里拉(亚洲)
00069.hk
--146.16亿港币16.730.3533.68%0.99%-12.24%2025-12 年报2026-04-2322.34亿美元2.23%1.12亿美元-30.42%2.44%-0.92%
82六福集团
00590.hk
--131.63亿港币6.430.8777.00%-0.71%-4.60%2026-03 年报2026-06-25172.05亿港币28.96%20.46亿港币86.00%14.36%6.15%
83赤子城科技
09911.hk
--130.38亿港币12.544.8140%0.87%-17.25%2025-12 年报2026-04-2368.89亿35.30%9.35亿94.57%45.57%1.84%
84布鲁可
00325.hk
--124.43亿港币17.653.8980%1.75%-25.44%2025-12 年报2026-04-1729.13亿30.01%6.34亿258.02%99.94%124.75%
85中升控股
00881.hk
--120.71亿港币-6.480.2480%0%-56.45%2025-12 年报2026-04-291,644.03亿-2.21%-16.73亿-152.09%-4.20%-10.81%
86岚图汽车
07489.hk
--116.66亿港币10.310.9930%1.28%--2025-12 年报2026-02-12348.65亿80.08%10.17亿12.25倍14.70%17.44%
87敏华控股
01999.hk
--116.47亿港币6.430.8217.99%1.68%-31.73%2026-03 年报2026-06-09164.29亿港币-2.80%18.12亿港币-12.13%13.20%-2.93%
88百宏实业
02299.hk
--114.62亿港币16.020.8961.84%-9.50%10.79%2025-12 年报2026-04-16180.49亿-12.52%6.43亿-14.00%5.72%-1.33%
89滔搏
06110.hk
--111.62亿港币7.731.13517.51%1.69%-38.14%2026-02 年报2026-06-24257.40亿-4.71%12.67亿-1.49%14.31%0.72%
90途虎-W
09690.hk
--109.95亿港币23.511.9540%0.45%-17.72%2025-12 年报2026-04-23164.62亿11.54%4.20亿-13.10%8.46%-1.89%
91新华文轩
00811.hk
--109.81亿港币6.240.6217.67%0.23%-8.44%2026-03 一季报2026-04-3024.84亿-0.16%2.57亿-1.03%1.69%-0.07%
92澳博控股
00880.hk
--107.24亿港币-25.000.7960%-0.66%-37.34%2025-12 年报2026-04-27281.70亿港币-2.08%-4.29亿港币-135.06倍-2.56%-3.31%
93九兴控股
01836.hk
--105.75亿港币9.851.23911.50%0.24%-10.50%2025-12 年报2026-04-1515.70亿美元1.63%1.38亿美元-19.33%12.30%-3.27%
94特步国际
01368.hk
--101.91亿港币6.680.8987.53%-0.55%-30.13%2025-12 年报2026-04-15141.51亿4.23%13.72亿10.75%14.51%0.46%
95华晨中国
01114.hk
--100.40亿港币4.540.4290%0.51%-50.86%2025-12 年报2026-04-2411.82亿7.84%19.86亿-35.97%7.59%-0.12%
96曹操出行
02643.hk
--99.48亿港币-14.07-2.2900%-4.66%-43.33%2025-12 年报2026-04-24201.90亿37.74%-6.35亿49.20%-10.85%7.50%
97瑞丰动力
02025.hk
--99.36亿港币383.828.9210.24%0.16%4.61%2025-12 年报2026-04-3011.09亿15.94%0.23亿20.42%2.33%0.38%
98耐世特
01316.hk
--99.14亿港币12.490.6033.63%0.51%-36.18%2025-12 年报2026-04-2445.84亿美元7.21%1.02亿美元65.27%5.37%1.65%
99江南布衣
03306.hk
--98.92亿港币9.073.3847.68%-0.11%-2.27%2025-12 中报2026-03-1633.76亿6.95%6.74亿12.47%26.59%0.71%
100泉峰控股
02285.hk
--98.28亿港币12.941.2412.32%0.05%0.90%2025-12 年报2026-04-2416.28亿美元-8.23%0.98亿美元-13.22%9.51%-1.78%