必需性消费
(H25.恒生.一级)港股通
(
市盈率
21.68
市净率
2.242
股息率
3.95%
)·市值加权
发布时间2019-09-09样本数143市值2.27万亿港币H股市值1.44万亿港币港股通持仓金额占市值比例5.10% (1,104.86亿港币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
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必需性消费(H25).恒生 - 样本列表

最后更新于:2026-08-21

# 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农夫山泉
09633.hk
--4,784.25亿港币27.1010.8942.64%0.71%-6.76%2025-12 年报2026-04-17525.53亿22.51%158.68亿30.89%44.23%4.39%
2牧原股份
02714.hk
--1,945.50亿港币-146.462.1261.44%-5.07%--2026-06 中报2026-08-21594.10亿-22.30%-60.78亿-157.72%-7.66%-21.19%
3海天味业
03288.hk
--1,874.92亿港币22.743.9273.86%-0.50%2.73%2026-03 一季报2026-04-2890.29亿8.57%24.44亿10.97%5.79%-1.00%
4万洲国际
00288.hk
--1,052.72亿港币8.121.20911.09%0.67%-0.92%2026-03 一季报2026-04-2869.94亿美元6.71%4.76亿美元25.26%----
5鸣鸣很忙
01768.hk
--891.39亿港币34.409.9100%2.30%--2025-12 年报2026-04-29661.70亿68.19%23.29亿179.37%33.73%17.66%
6蜜雪集团
02097.hk
--882.99亿港币13.483.2460%-0.34%-43.24%2025-12 年报2026-04-23335.60亿35.16%58.87亿32.69%29.76%-4.96%
7东鹏饮料
09980.hk
--846.53亿港币15.053.7614.91%-0.95%--2026-06 中报2026-08-05124.43亿15.89%28.67亿20.72%19.81%-9.09%
8百威亚太
01876.hk
--834.33亿港币19.381.0777.02%-0.47%-11.26%2026-06 中报2026-07-3031.71亿美元1.12%4.73亿美元15.65%4.85%0.70%
9康师傅控股
00322.hk
--768.94亿港币14.425.1546.66%-2.85%25.04%2026-06 中报2026-08-11405.45亿1.13%24.33亿7.13%16.64%0.68%
10蒙牛乳业
02319.hk
--728.56亿港币42.371.6163.14%2.01%30.81%2025-12 年报2026-04-27822.45亿-7.25%15.45亿13.79倍3.41%2.96%
11华润啤酒
00291.hk
--685.17亿港币20.251.6675.46%2.82%-17.14%2026-06 中报2026-08-19242.40亿1.24%51.69亿-10.71%13.50%-1.72%
12华润啤酒-R
80291.hk
--586.87亿21.331.6506.38%2.55%-21.01%2026-06 中报2026-08-19242.40亿1.24%51.69亿-10.71%13.50%-1.72%
13古茗
01364.hk
--593.12亿港币17.159.1535.73%0.40%1.64%2025-12 年报2026-04-24129.14亿46.89%31.09亿110.29%78.33%-31.16%
14青岛啤酒股份
00168.hk
--585.79亿港币11.021.5896.20%-0.60%-6.64%2026-03 一季报2026-04-28102.85亿-1.54%18.00亿5.23%5.66%-0.004%
15中国旺旺
00151.hk
--387.83亿港币8.901.7163.29%1.69%-28.88%2026-03 年报2026-07-23244.01亿3.79%38.37亿-11.50%20.33%-5.01%
16统一企业中国
00220.hk
--341.66亿港币13.712.2826.80%-1.49%4.32%2026-06 中报2026-08-17173.21亿1.37%14.02亿8.99%10.56%0.75%
17中国飞鹤
06186.hk
--291.97亿港币13.531.0747.76%1.26%-17.15%2025-12 年报2026-04-28181.13亿-12.70%19.39亿-45.68%7.82%-5.78%
18珍酒李渡
06979.hk
--268.04亿港币41.841.6820.88%1.61%-8.00%2026-06 中报2026-08-1925.46亿1.96%5.81亿1.03%4.24%0.11%
19恒安国际
01044.hk
--267.06亿港币9.661.0547.01%1.23%-14.90%2026-06 中报2026-08-19110.91亿-6.07%12.54亿-8.66%5.73%-0.67%
20第一太平
00142.hk
--220.99亿港币4.300.6475.21%1.17%-10.68%2025-12 年报2026-04-28102.33亿美元1.74%6.61亿美元10.11%14.22%0.57%
21安井食品
02648.hk
--213.64亿港币12.361.1712.55%-2.81%-0.67%2026-03 一季报2026-04-2947.10亿30.84%5.63亿42.74%3.51%0.59%
22乐舒适
02698.hk
--206.11亿港币18.243.9693.98%-3.77%5.38%2026-06 中报2026-08-193.33亿美元30.68%0.76亿美元46.00%11.67%--
23卫龙美味
09985.hk
--203.85亿港币12.222.3546.18%-1.93%-23.43%2026-06 中报2026-08-1337.15亿6.66%7.67亿4.58%10.34%-0.93%
24德康农牧
02419.hk
--202.22亿港币-17.432.3110%-3.61%-25.87%2026-06 中报2026-08-18100.89亿-13.74%-11.59亿-198.69%-15.91%-29.86%
25蓝月亮集团
06993.hk
--194.98亿港币-59.282.5945.41%2.47%27.56%2025-12 年报2026-04-2484.09亿港币-1.71%-3.29亿港币56.10%-4.07%3.80%
26优然牧业
09858.hk
--193.12亿港币-40.141.5810%0%-15.35%2025-12 年报2026-04-24206.54亿2.77%-4.32亿37.42%-3.63%3.19%
27华润饮料
02460.hk
--182.98亿港币16.691.5335.44%1.60%-21.31%2025-12 年报2026-04-24110.02亿-18.63%9.85亿-39.80%8.70%-8.57%
28中烟香港
06055.hk
--163.93亿港币16.724.4982.19%-0.67%-32.12%2025-12 年报2026-04-23145.79亿港币11.51%9.80亿港币14.82%29.77%-0.92%
29颐海国际
01579.hk
--157.58亿港币16.582.9685.97%-1.23%26.23%2025-12 年报2026-04-2466.13亿1.12%8.54亿15.49%18.67%2.39%
30阜丰集团
00546.hk
--131.26亿港币4.790.6069.30%1.26%-31.86%2025-12 年报2026-04-23278.79亿0.44%24.65亿6.61%13.04%0.08%
31现代牧业
01117.hk
--122.69亿港币-9.771.3290%-2.52%-4.32%2025-12 年报2026-04-23126.01亿-4.93%-11.29亿20.34%-11.50%1.30%
32溜溜梅
06658.hk
--118.45亿港币58.4712.0750%-4.21%--2025-12 年报2026-06-0517.11亿5.86%1.82亿23.27%24.29%-9.16%
33齐云山食品
02797.hk
--104.70亿港币192.3337.6900%-4.82%--2025-12 年报2026-06-303.14亿-7.50%0.49亿-8.03%20.83%-5.88%
34高鑫零售
06808.hk
--104.47亿港币-28.830.53015.53%0.92%-31.33%2026-03 年报2026-07-17634.42亿-11.33%-3.19亿-178.77%-1.73%-3.56%
35华宝国际
00336.hk
--101.64亿港币-23.500.8033.15%0.32%-19.68%2025-12 年报2026-04-1034.85亿3.30%-3.89亿-0.85%-3.03%0.25%
36中国食品
00506.hk
--93.15亿港币9.711.2145.25%1.99%-19.13%2025-12 年报2026-04-28220.70亿2.69%8.62亿0.17%13.76%-0.55%
37沪上阿姨
02589.hk
--85.95亿港币12.163.4504.23%-0.37%-0.92%2026-06 中报2026-07-3125.89亿42.40%3.21亿58.32%15.74%1.58%
38鲟龙科技
06715.hk
--78.23亿港币19.353.4770%6.76%--2025-12 年报2026-06-227.69亿14.90%3.63亿17.83%18.53%-0.88%
39茶百道
02555.hk
--70.34亿港币7.851.5908.42%0.11%-24.43%2025-12 年报2026-04-2453.95亿9.70%8.05亿70.46%20.66%0.59%
40日清食品
01475.hk
--68.88亿港币20.031.7392.41%-0.75%-7.95%2026-03 一季报2026-05-1311.16亿港币4.07%1.22亿港币11.29%3.16%0.17%
41维他奶国际
00345.hk
--65.07亿港币23.712.2432.75%-0.70%2.16%2026-03 年报2026-07-1660.61亿港币-3.39%2.74亿港币16.94%9.09%1.45%
42安德利果汁
02218.hk
--64.00亿港币17.881.9751.78%1.22%44.04%2026-03 一季报2026-04-303.30亿-23.25%0.73亿-15.52%2.58%-0.62%
43中粮家佳康
01610.hk
--51.78亿港币-6.240.5390%-1.31%-27.56%2025-12 年报2026-04-29185.79亿13.80%-7.46亿-238.58%-8.07%-13.54%
44十月稻田
09676.hk
--48.81亿港币10.241.1527.94%-5.87%-32.67%2025-12 年报2026-04-2468.10亿18.53%4.28亿109.56%11.63%5.74%
45锅圈
02517.hk
--48.22亿港币9.181.4155.81%-2.23%-49.90%2026-06 中报2026-08-1739.47亿21.83%2.11亿15.22%6.81%0.88%
46巨星传奇
06683.hk
--41.93亿港币-103.582.4030%0.69%-26.84%2025-12 年报2026-04-284.72亿-19.11%-0.36亿-164.90%-4.05%-10.14%
47五谷磨房
01837.hk
--35.02亿港币11.851.8574.31%-0.31%53.77%2025-12 年报2026-04-2425.26亿22.58%2.66亿41.43%16.53%3.64%
48中国圣牧-PF
01432.hk
--31.01亿港币-7.460.7760%0%7.25%2025-12 年报2026-04-2830.12亿-3.64%-3.73亿-470.11%-9.35%-7.81%
49朝云集团
06601.hk
--30.07亿港币12.080.8946.65%0.22%7.55%2025-12 年报2026-04-2919.88亿9.24%2.24亿9.98%7.17%0.58%
50百果园集团
02411.hk
--29.31亿港币-8.300.9820.39%0.34%-14.51%2025-12 年报2026-04-3081.74亿-20.43%-3.17亿17.76%-12.31%0.69%
51天福
06868.hk
--28.69亿港币20.941.4224.15%0%2.40%2026-06 中报2026-08-176.24亿-7.20%0.47亿-4.03%2.65%-0.14%
52中国波顿
03318.hk
--28.26亿港币-2.461.2080%0.19%51.16%2025-12 年报2026-04-1714.96亿-9.52%-10.32亿-57.14倍-34.48%-36.35%
53燕之屋
01497.hk
--27.93亿港币11.112.9869.25%1.69%8.62%2026-06 中报2026-08-1411.82亿16.49%1.07亿42.72%13.26%2.99%
54南顺(香港)
00411.hk
--27.50亿港币9.460.8414.25%--1.63%2025-12 中报2026-03-1726.69亿港币-0.43%1.76亿港币-6.48%5.49%-0.87%
55周黑鸭
01458.hk
--26.74亿港币16.520.6807.11%2.80%-15.82%2026-06 中报2026-08-2014.61亿19.53%0.91亿-15.23%2.64%-0.41%
56八马茶业
06980.hk
--24.82亿港币7.201.1324.78%4.73%-0.14%2026-06 中报2026-08-1814.02亿31.82%1.98亿65.33%10.99%0.72%
57中国万天控股
01854.hk
--24.04亿港币-16.9334.6240%0%-15.11%2025-12 年报2026-04-2411.65亿港币47.70%-1.42亿港币-238.11%-99.83%-79.19%
585100藏冰川
01115.hk
--22.53亿港币23.470.7050%2.56%-29.82%2025-12 年报2026-04-303.58亿58.51%0.86亿115.03%3.28%25.21%
59澳优
01717.hk
--21.96亿港币11.120.3274.05%2.92%-35.48%2025-12 年报2026-04-2974.88亿1.16%1.78亿-24.78%3.19%-1.10%
60友宝在线
02429.hk
--17.75亿港币-23.231.3510%-1.91%-26.73%2025-12 年报2026-04-2827.58亿-5.49%-0.69亿65.18%-7.58%16.13%
61澳亚集团
02425.hk
--17.46亿港币-2.090.4700%-1.11%-15.24%2025-12 年报2026-04-2834.68亿-5.86%-7.51亿40.86%-21.02%7.56%
62优品360
02360.hk
--16.20亿港币7.372.98612.35%0.62%-16.28%2025-12 年报2026-04-2728.68亿港币2.23%2.20亿港币-10.64%40.86%-8.85%
63原生态牧业
01431.hk
--14.31亿港币2.330.2290%1.67%22.00%2025-12 年报2026-04-2827.33亿7.10%5.52亿86.22%10.34%4.31%
64IFBH
06603.hk
--13.39亿港币7.561.0074.05%-1.18%-67.41%2025-12 年报2026-03-271.76亿美元11.89%0.23亿美元-31.66%20.80%-94.89%
65舒宝国际
02569.hk
--12.00亿港币19.312.1520%-2.83%22.45%2025-12 年报2026-04-239.05亿20.28%0.56亿2.01%13.19%-12.36%
66味丹国际
02317.hk
--10.51亿港币7.920.44012.69%--11.68%2025-12 年报2026-04-223.75亿美元-1.43%0.17亿美元6.29%5.61%0.22%
67四洲集团
00374.hk
--9.50亿港币72.660.7873.80%---7.78%2026-03 年报2026-07-2937.43亿港币3.24%0.13亿港币28.64%1.16%0.45%
68中国淀粉
03838.hk
--9.47亿港币4.600.2016.17%3.82%-4.25%2025-12 年报2026-04-13100.58亿-11.89%1.85亿-61.65%5.19%-9.65%
69蜡笔小新食品
01262.hk
--8.13亿港币61.703.2300%13.14%70.00%2025-12 年报2026-04-289.70亿11.90%0.12亿112.68%5.38%48.14%
70正乾金融控股
01152.hk
--7.35亿港币-70.734.6330%-1.87%-28.81%2025-12 年报2026-04-305.92亿港币-5.99%-0.10亿港币53.52%-9.45%15.08%
71亲亲食品
01583.hk
--7.17亿港币-35.170.5233.60%-0.52%-25.17%2026-06 中报2026-08-184.85亿-8.37%0.05亿-77.09%0.41%-1.35%
72中国农产品交易
00149.hk
--6.37亿港币82.880.3640%0%-14.67%2026-03 年报2026-07-243.77亿港币-28.89%0.08亿港币-1.88%0.75%-0.82%
73大洋环球控股
09876.hk
--6.31亿港币16.121.9771.86%2.27%-33.09%2026-03 年报2026-06-124.26亿港币7.71%0.39亿港币-6.03%12.82%--
74华昱高速
01823.hk
--6.10亿港币-15.170.7680%-0.38%16.67%2025-12 年报2026-04-201.40亿-29.14%-0.36亿-324.51%-3.80%-2.60%
75中国丰汇
00727.hk
--5.98亿港币-8.470.6220%-4.08%-26.43%2026-03 年报2026-06-260.74亿港币-33.47%-0.71亿港币-537.19%-10.57%-17.08%
76广南(集团)
01203.hk
--5.94亿港币8.710.2155.65%0%-21.64%2026-03 一季报2026-04-2825.32亿港币-12.04%-0.09亿港币-124.76%----
77金源发展国际实业
00677.hk
--5.94亿港币21.820.4526.57%0%-0.04%2026-03 年报2026-07-2821.04亿港币1.22%0.27亿港币288.26%2.32%3.14%
78新琪安
02573.hk
--5.92亿港币40.730.8030%0%-23.60%2025-12 年报2026-04-305.83亿2.52%0.13亿-69.91%2.29%-7.21%
79大成食品
03999.hk
--5.79亿港币15.750.2300%-12.31%1.79%2026-06 中报2026-08-0428.96亿-0.46%8.50万100.24%0.34%1.43%
80绿新生物科技
01084.hk
--5.77亿港币78.710.6181.82%4.76%1.74%2025-12 年报2026-04-249.05亿-8.55%0.07亿-89.40%0.63%-6.96%
81联华超市
00980.hk
--5.25亿港币-2.36-3.6270%5.97%10.94%2025-12 年报2026-04-22177.53亿-9.93%-2.00亿44.18%-153.49%-34.21%
82明辉国际
03828.hk
--5.25亿港币5.210.3829.79%-0.69%-18.30%2025-12 年报2026-04-2222.39亿港币-3.14%1.01亿港币-29.67%7.65%-3.67%
83双财庄
02321.hk
--4.95亿港币7.760.9431.74%-1.00%22.83%2025-12 年报2026-04-289.33亿马来西亚林吉特2.18%0.33亿马来西亚林吉特18.44%12.74%0.94%
84神冠控股
00829.hk
--4.88亿港币-6.280.2060%-1.95%-43.02%2025-12 年报2026-04-2910.23亿0.64%-0.70亿-361.67%-3.02%-4.26%
85江苏宏信
02625.hk
--4.69亿港币11.510.5850%2.05%-55.97%2025-12 年报2026-04-1715.44亿14.29%0.37亿-14.26%5.97%-2.53%
86嘉士利集团
01285.hk
--4.63亿港币3.820.40213.45%-3.46%15.60%2025-12 年报2026-04-2816.27亿-9.73%1.09亿99.71%10.26%5.48%
87利特米
01936.hk
--4.11亿港币17.691.4210%1.16%17.57%2026-06 中报2026-08-140.68亿马来西亚林吉特5.22%0.08亿马来西亚林吉特51.20%5.33%1.60%
88香港生力啤
00236.hk
--4.07亿港币11.060.5735.50%-0.91%-7.16%2026-06 中报2026-07-273.17亿港币-18.80%0.10亿港币-79.17%1.64%-6.20%
89中国绿岛科技
02023.hk
--3.86亿港币6.170.5810%6.80%-1.87%2025-12 年报2026-04-2311.18亿23.33%0.56亿9.66%10.76%-1.20%
90中国北大荒
00039.hk
--3.62亿港币-1.321.4150%-2.17%-43.75%2025-06 中报2025-12-301.58亿港币61.98%-0.38亿港币36.49%-16.75%-6.71%
91润中国际控股
00202.hk
--3.57亿港币-5.330.3760%11.36%-61.42%2026-03 年报2026-07-231.27亿港币17.70%-0.67亿港币-66.64%-6.46%-2.91%
92欣融国际
01587.hk
--3.43亿港币-31.910.6172.97%3.06%-16.48%2026-06 中报2026-08-143.22亿1.47%-0.48亿-371.32%-9.39%-12.88%
93澜沧古茶
06911.hk
--3.39亿港币-3.350.4810%-1.74%18.32%2025-12 年报2026-04-242.19亿-39.48%-0.91亿70.41%-14.03%22.64%
94中证国际
00943.hk
--3.30亿港币-4.600.7090%0%-17.95%2025-12 中报2026-03-240.41亿港币-35.35%-0.14亿港币84.21%-3.89%42.78%
95捷荣国际控股
02119.hk
--3.28亿港币7.890.5956.97%-3.19%-16.45%2026-06 中报2026-08-143.98亿港币4.73%0.24亿港币-4.66%4.39%-0.42%
96凯富善集团控股
08512.hk
--3.26亿港币4.300.4250%-1.39%5.97%2026-06 中报2026-08-143.42亿港币-7.56%0.20亿港币-56.61%2.58%-4.16%
97宾仕国际
01705.hk
--3.24亿港币18.902.14212.35%-3.57%113.16%2026-03 年报2026-07-305.05亿港币0.13%0.17亿港币-3.61%11.43%-0.35%
98利亚零售
00831.hk
--3.21亿港币8.840.4979.71%1.23%37.12%2026-06 中报2026-08-137.15亿港币3.93%0.18亿港币16.45%2.71%0.35%
99TSWONDERS
01767.hk
--3.15亿港币17.550.5900.73%--5.77%2025-12 年报2026-04-270.73亿新加坡元4.06%0.03亿新加坡元-53.13%3.48%-4.66%
100富景中国控股
02497.hk
--3.05亿港币4.320.5070%-4.69%29.79%2025-12 年报2026-04-301.91亿4.82%0.63亿22.47%12.44%-0.22%