必需性消费
(H25.恒生.一级)港股通
(
市盈率
21.62
市净率
2.543
股息率
3.46%
)·市值加权
发布时间2019-09-09样本数140市值2.15万亿港币H股市值1.50万亿港币港股通持仓金额占市值比例5.01% (1,097.17亿港币2025-12-23) 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:2025-12-30

# 公司名称 follow date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
--5,364.56亿港币36.9015.6101.71%1.15%42.89%2025-06 中报2025-09-23256.22亿15.56%76.22亿22.16%23.95%1.25%
2海天味业
03288.hk
--1,920.57亿港币26.564.4421.88%-0.30%--2025-09 三季报2025-10-29216.28亿6.02%53.22亿10.54%14.92%-1.48%
3蜜雪集团
02097.hk
--1,626.29亿港币28.826.9860%-2.19%--2025-06 中报2025-09-23148.75亿39.32%26.93亿42.90%14.92%--
4万洲国际
00288.hk
--1,116.23亿港币8.451.34712.41%-0.68%67.11%2025-09 三季报2025-10-28204.77亿美元8.54%11.68亿美元8.05%----
5百威亚太
01876.hk
--1,011.80亿港币22.511.2515.76%-1.67%7.54%2025-09 三季报2025-10-3046.91亿美元-8.09%5.94亿美元-19.95%----
6华润啤酒
00291.hk
--859.06亿港币13.582.1663.47%-0.90%8.57%2025-06 中报2025-09-09239.42亿0.83%57.89亿23.04%15.22%1.88%
7华润啤酒-R
80291.hk
--771.47亿13.252.1313.58%-1.49%3.24%2025-06 中报2025-09-09239.42亿0.83%57.89亿23.04%15.22%1.88%
8康师傅控股
00322.hk
--670.75亿港币15.134.7905.96%-0.83%24.87%2025-06 中报2025-08-25400.92亿-2.69%22.71亿20.46%15.96%2.41%
9青岛啤酒股份
00168.hk
--666.27亿港币13.711.9454.82%-0.61%-10.06%2025-09 三季报2025-10-28293.67亿1.41%52.74亿5.70%17.41%-0.002%
10古茗
01364.hk
--591.69亿港币23.078.5033.74%-3.27%--2025-06 中报2025-09-1956.63亿41.24%16.25亿121.51%38.37%--
11蒙牛乳业
02319.hk
--582.81亿港币-211.881.2863.66%0.94%-11.89%2025-06 中报2025-09-23415.67亿-6.95%20.46亿-16.37%4.49%-0.49%
12中国旺旺
00151.hk
--548.84亿港币12.292.8153.44%-0.64%4.73%2025-09 中报2025-12-11111.08亿2.13%17.17亿-7.83%9.65%-2.06%
13中国飞鹤
06186.hk
--370.85亿港币12.891.3226.95%0%-20.35%2025-06 中报2025-09-1891.51亿-9.36%10.00亿-46.66%3.78%-3.38%
14统一企业中国
00220.hk
--351.16亿港币15.022.4975.63%-1.33%9.28%2025-06 中报2025-08-20170.87亿10.60%12.87亿33.24%9.81%2.35%
15恒安国际
01044.hk
--326.32亿港币13.411.3915.38%-0.14%33.14%2025-06 中报2025-09-12118.08亿-0.23%13.73亿-2.56%6.40%-0.33%
16珍酒李渡
06979.hk
--299.22亿港币24.341.9692.38%1.96%34.23%2025-06 中报2025-09-2424.97亿-39.58%5.75亿-23.54%4.13%-1.68%
17德康农牧
02419.hk
--278.24亿港币7.172.6961.35%3.02%157.38%2025-06 中报2025-08-22116.95亿24.33%12.92亿-26.83%14.97%-22.73%
18卫龙美味
09985.hk
--277.15亿港币21.793.5874.35%-2.31%64.68%2025-06 中报2025-09-1834.83亿18.52%7.33亿18.00%11.26%0.55%
19第一太平
00142.hk
--254.87亿港币4.580.7524.43%-0.33%38.48%2025-06 中报2025-09-2350.28亿美元0.65%3.91亿美元40.82%8.02%1.46%
20华润饮料
02460.hk
--243.42亿港币17.262.0456.37%-1.17%-9.09%2025-06 中报2025-09-2462.06亿-18.52%8.05亿-28.63%7.06%--
21中烟香港
06055.hk
--243.06亿港币26.516.9391.42%-1.01%49.98%2025-06 中报2025-09-18103.16亿港币18.52%7.06亿港币9.79%20.98%-2.30%
22安井食品
02648.hk
--221.97亿港币15.241.3432.34%-1.91%--2025-09 三季报2025-10-29113.71亿2.66%9.49亿-9.35%6.60%-1.58%
23阜丰集团
00546.hk
--200.33亿港币6.070.9327.32%-0.99%56.57%2025-06 中报2025-09-22139.60亿4.42%17.92亿72.07%9.44%3.47%
24乐舒适
02698.hk
--196.76亿港币26.6518.1190%-0.75%--2024-12 年报2025-10-314.54亿美元10.46%0.95亿美元47.05%84.44%-35.18%
25优然牧业
09858.hk
--192.30亿港币-27.321.5930%0.61%199.39%2025-06 中报2025-09-05102.84亿2.28%-2.97亿10.37%-2.05%1.58%
26高鑫零售
06808.hk
--164.10亿港币228.180.82314.82%-1.15%-18.69%2025-09 中报2025-12-08305.02亿-12.12%-1.23亿-159.71%-0.66%-1.51%
27蓝月亮集团
06993.hk
--158.92亿港币-30.512.0435.17%-2.17%-9.10%2025-06 中报2025-09-1930.37亿港币-3.01%-4.35亿港币34.41%-5.30%1.43%
28颐海国际
01579.hk
--129.07亿港币16.262.6205.94%-0.40%-12.73%2025-06 中报2025-09-1829.27亿0.02%3.09亿0.39%7.02%0.11%
29华宝国际
00336.hk
--125.32亿港币-40.120.9472.42%-0.51%89.09%2025-06 中报2025-09-0316.21亿2.46%1.18亿298.09%0.87%0.55%
30中国食品
00506.hk
--125.32亿港币13.321.7303.65%0%88.71%2025-06 中报2025-09-19122.78亿8.32%5.78亿2.23%9.61%-0.10%
31现代牧业
01117.hk
--125.07亿港币-5.531.3380.83%0.64%73.96%2025-06 中报2025-09-2560.73亿-5.39%-9.13亿-300.04%-9.29%-7.55%
32锅圈
02517.hk
--98.63亿港币27.892.9684.40%0.84%93.66%2025-06 中报2025-08-2132.40亿21.56%1.83亿113.22%5.93%3.34%
33茶百道
02555.hk
--96.79亿港币16.012.32412.16%-2.82%-36.85%2025-06 中报2025-09-2525.00亿4.33%3.26亿37.48%8.57%-1.09%
34沪上阿姨
02589.hk
--90.37亿港币23.074.9070.86%-2.44%--2025-06 中报2025-09-2218.18亿9.70%2.03亿20.92%14.16%--
35十月稻田
09676.hk
--78.83亿港币37.622.0582.38%-1.07%16.89%2025-06 中报2025-09-2530.63亿16.90%1.16亿-7.58%3.30%-0.37%
36中粮家佳康
01610.hk
--72.85亿港币11.220.6860%1.27%14.39%2025-06 中报2025-09-2389.63亿96.09%3.17亿25.97%3.30%0.64%
37日清食品
01475.hk
--69.30亿港币33.341.8482.38%-1.04%13.20%2025-09 三季报2025-11-1030.62亿港币6.99%2.58亿港币2.73%7.03%0.18%
38维他奶国际
00345.hk
--66.47亿港币28.192.2182.27%-0.47%-36.30%2025-09 中报2025-12-1232.27亿港币-6.30%1.72亿港币0.66%5.69%0.19%
39巨星传奇
06683.hk
--56.91亿港币129.285.2270%-0.99%21.54%2025-06 中报2025-09-303.54亿32.99%0.10亿-58.88%0.82%-2.32%
40安德利果汁
02218.hk
--47.09亿港币12.791.5761.96%-0.43%50.07%2025-09 三季报2025-10-3013.21亿28.88%2.84亿43.38%10.55%2.85%
41IFBH
06603.hk
--42.93亿港币16.953.3540%2.35%--2025-06 中报2025-09-190.94亿美元31.49%0.15亿美元-4.82%14.18%--
42澳优
01717.hk
--36.27亿港币12.410.5402.94%1.49%12.38%2025-06 中报2025-09-1138.87亿5.59%1.80亿24.12%3.02%0.44%
43周黑鸭
01458.hk
--35.64亿港币19.030.9383.11%-1.79%-3.77%2025-06 中报2025-09-1512.23亿-2.93%1.08亿227.96%3.04%2.18%
44百果园集团
02411.hk
--34.61亿港币-3.931.3310.31%-1.14%23.13%2025-06 中报2025-09-2243.76亿-21.78%-3.42亿-486.47%-13.39%-15.91%
455100藏冰川
01115.hk
--32.40亿港币-5.581.1990%3.57%65.71%2025-06 中报2025-09-301.69亿21.39%0.36亿300.48%1.49%1.18%
46天福
06868.hk
--28.92亿港币22.801.5243.75%-0.37%-30.27%2025-06 中报2025-09-086.73亿-17.05%0.49亿-29.47%2.79%-1.14%
47朝云集团
06601.hk
--28.67亿港币13.420.8566.04%-1.38%25.77%2025-06 中报2025-09-2513.39亿7.18%1.74亿-3.29%5.66%-0.23%
48中国圣牧
01432.hk
--28.50亿港币89.710.6640%0%101.18%2025-06 中报2025-09-2514.44亿-3.11%-0.48亿66.37%-1.10%2.40%
49中国万天控股
01854.hk
--28.32亿港币-39.5917.1420%4.51%-7.33%2025-06 中报2025-09-116.15亿港币144.23%-0.47亿港币-171.51%-24.90%-16.07%
50南顺(香港)
00411.hk
--27.38亿港币9.040.8724.27%--47.24%2025-06 年报2025-10-1448.29亿港币-0.17%3.03亿港币51.02%10.02%2.97%
51燕之屋
01497.hk
--26.86亿港币14.423.4134.00%-6.94%-25.30%2025-06 中报2025-08-2910.15亿-4.22%0.75亿29.58%10.27%2.46%
52八马茶业
06980.hk
--25.76亿港币12.101.9450%-3.75%--2025-06 中报2025-10-2010.63亿-4.20%1.20亿-18.01%10.27%--
53友宝在线
02429.hk
--24.03亿港币-17.602.4150%-0.82%-28.11%2025-06 中报2025-08-2813.02亿-3.10%-0.32亿68.28%-4.38%6.19%
54五谷磨房
01837.hk
--22.76亿港币10.351.3443.85%1.96%114.51%2025-06 中报2025-09-1211.35亿14.34%1.07亿18.43%6.96%0.55%
55澳亚集团
02425.hk
--20.50亿港币-1.900.5450%3.98%132.50%2025-06 中报2025-09-2916.98亿-7.11%-3.78亿40.60%-10.44%2.93%
56优品360
02360.hk
--20.40亿港币8.313.68510.29%0%37.06%2025-06 中报2025-09-1614.37亿港币3.08%1.21亿港币-1.56%22.18%-2.94%
57中国波顿
03318.hk
--19.13亿港币-51.730.5570%0.57%22.07%2025-06 中报2025-09-126.38亿-15.08%-0.08亿-118.31%0.26%-1.59%
58原生态牧业
01431.hk
--11.96亿港币3.900.2110%2.00%63.46%2025-06 中报2025-09-1813.12亿8.88%1.19亿-7.85%2.32%-0.35%
59中国淀粉
03838.hk
--10.92亿港币2.440.2375.36%0.55%1.11%2025-06 中报2025-09-1151.15亿-9.40%1.51亿-29.47%4.93%-1.68%
60四洲集团
00374.hk
--10.30亿港币370.260.8613.51%0%9.03%2025-09 中报2025-11-2817.70亿港币3.16%0.13亿港币-36.08%0.92%-0.54%
61江苏宏信
02625.hk
--10.30亿港币25.891.4590%8.17%--2025-06 中报2025-09-127.71亿16.22%0.12亿-30.57%2.25%--
62亲亲食品
01583.hk
--10.04亿港币92.710.7441.61%2.31%34.00%2025-06 中报2025-08-295.30亿-6.00%0.22亿-34.31%1.76%-0.94%
63味丹国际
02317.hk
--9.90亿港币8.310.41810.41%0%31.19%2025-06 中报2025-09-171.84亿美元-0.48%0.08亿美元-8.80%2.52%-0.29%
64大洋环球控股
09876.hk
--9.77亿港币--3.261---8.64%--2025-09 中报2025-11-132.06亿港币2.42%0.20亿港币-2.13%6.61%--
65舒宝国际
02569.hk
--9.70亿港币14.911.8520%0%--2025-06 中报2025-09-174.39亿33.26%0.31亿23.31%7.41%--
66润中国际控股
00202.hk
--9.26亿港币237.110.8790%-5.22%4.10%2025-09 中报2025-12-160.74亿港币61.03%-0.24亿港币65.14%-2.17%3.79%
67神冠控股
00829.hk
--8.88亿港币-35.600.38014.55%1.85%9.36%2025-06 中报2025-09-164.44亿-1.87%-0.41亿-593.09%-1.77%-2.15%
68从玉智农
00875.hk
--8.25亿港币-6.232.0930%-3.21%-5.03%2025-06 中报2025-09-295.65亿港币88.48%0.01亿港币-86.40%0.24%-0.75%
69新琪安
02573.hk
--7.81亿港币11.321.0510%-0.98%--2025-06 中报2025-09-263.35亿54.27%0.24亿586.43%4.21%--
70广南(集团)
01203.hk
--7.71亿港币5.770.2855.88%-1.16%47.00%2025-09 三季报2025-10-3094.52亿港币10.10%1.09亿港币-6.03%----
71中国农产品交易
00149.hk
--7.46亿港币138.910.4470%2.74%108.33%2025-09 中报2025-12-221.89亿港币-37.50%0.08亿港币-23.92%0.93%-0.30%
72明辉国际
03828.hk
--6.76亿港币4.800.50610.87%1.10%33.95%2025-06 中报2025-09-1610.29亿港币0.51%0.51亿港币-4.44%3.96%-0.36%
73中国北大荒
00039.hk
--6.59亿港币-2.412.5790%-1.20%36.67%2025-06 中报2025-11-261.58亿港币-62.66%-0.38亿港币36.49%-16.75%-6.71%
74基石科技控股
08391.hk
--5.83亿港币-4.21-17.8080%-5.08%7.69%2025-06 中报2025-08-180.48亿港币-8.26%-0.34亿港币14.86%-215.79%-173.11%
75金源发展国际实业
00677.hk
--5.77亿港币-16.700.4466.76%0%-4.36%2025-09 中报2025-12-1510.45亿港币0.64%-0.25亿港币-433.30%-1.83%-1.65%
76正乾金融控股
01152.hk
--5.72亿港币-20.256.6600%-9.09%217.48%2025-06 中报2025-09-122.56亿港币-22.17%0.04亿港币-62.16%4.20%-4.30%
77大成食品
03999.hk
--5.69亿港币101.150.2410%-3.45%-9.68%2025-09 三季报2025-10-3144.95亿4.14%-0.15亿-139.78%0.05%-2.32%
78绿新生物科技
01084.hk
--5.42亿港币19.300.6031.94%-7.46%-11.24%2025-06 中报2025-09-294.10亿-10.68%-0.12亿-152.27%-1.46%-4.42%
79联华超市
00980.hk
--4.88亿港币-1.773.9680%0%1.54%2025-06 中报2025-09-1795.91亿-11.98%0.42亿177.08%21.87%28.32%
80香港生力啤
00236.hk
--4.59亿港币-56.940.6664.07%--56.32%2025-06 中报2025-08-293.90亿港币3.22%0.50亿港币31.97%7.84%2.19%
81华昱高速
01823.hk
--4.41亿港币-9.310.5540%-5.31%101.89%2025-06 中报2025-09-170.76亿-41.14%-0.23亿-295.67%-2.38%-3.64%
82嘉士利集团
01285.hk
--4.23亿港币8.880.40414.71%-4.67%2.26%2025-06 中报2025-09-267.50亿-6.94%0.12亿-45.20%0.92%-0.68%
83欣融国际
01587.hk
--4.22亿港币9.270.7473.63%--60.63%2025-06 中报2025-08-283.17亿6.15%0.18亿-6.57%3.49%-0.56%
84蜡笔小新食品
01262.hk
--4.15亿港币-8.351.7450%-5.00%11.11%2025-06 中报2025-09-235.16亿4.50%0.03亿105.78%1.17%22.91%
85双财庄
02321.hk
--4.10亿港币6.420.8293.29%---5.93%2025-06 中报2025-09-304.68亿马来西亚林吉特-0.83%0.21亿马来西亚林吉特45.61%8.10%2.05%
86捷荣国际控股
02119.hk
--4.04亿港币8.440.7737.25%1.82%3.56%2025-06 中报2025-09-043.80亿港币8.87%0.25亿港币-31.22%4.82%-1.77%
87王朝酒业
00828.hk
--3.73亿港币16.161.1721.32%-1.85%-51.24%2025-06 中报2025-09-291.23亿港币-9.29%0.08亿港币-55.85%2.30%-3.54%
88中国绿岛科技
02023.hk
--3.49亿港币6.110.6370%1.43%-30.39%2025-06 中报2025-09-225.97亿7.95%0.43亿3.76%9.12%-0.45%
89利特米
01936.hk
--3.21亿港币19.451.2320%0%-9.56%2025-06 中报2025-09-260.64亿马来西亚林吉特7.90%0.05亿马来西亚林吉特13.77%3.72%1.21%
90鸿福堂
01446.hk
--3.18亿港币-19.081.2590%--181.98%2025-06 中报2025-09-292.92亿港币-5.10%-0.11亿港币-37.65%-4.23%0.11%
91中证国际
00943.hk
--3.18亿港币-2.171.2270%0%-3.30%2025-06 年报2025-09-291.17亿港币-20.68%-1.47亿港币79.02%-80.27%80.85%
92凯富善集团控股
08512.hk
--3.08亿港币2.520.4450%0%39.58%2025-06 中报2025-08-283.70亿港币-8.96%0.45亿港币-52.25%6.74%-10.84%
93TSWONDERS
01767.hk
--3.00亿港币11.350.5790.77%1.69%63.26%2025-06 中报2025-09-290.35亿新加坡元6.63%0.02亿新加坡元-45.67%2.63%-2.72%
94老恒和酿造
02226.hk
--2.89亿港币-0.52-0.0850%0%-16.67%2025-06 中报2025-09-191.44亿0.10%-2.52亿-1.64%-8.45%1.62%
95澜沧古茶
06911.hk
--2.67亿港币-0.730.3790%-18.35%-64.68%2025-06 中报2025-08-291.20亿-38.75%-0.29亿-668.80%-4.39%-4.83%
96华联国际
00969.hk
--2.61亿港币-8.70-0.2850%--33.71%2025-06 中报2025-09-260.73亿港币-16.39%-0.07亿港币22.71%-1.16%-0.20%
97利亚零售
00831.hk
--2.49亿港币9.490.3876.25%-1.54%-16.86%2025-06 中报2025-09-026.88亿港币-4.64%0.15亿港币17.96%2.36%0.39%
98富景中国控股
02497.hk
--2.38亿港币3.220.4260%6.74%-47.80%2025-06 中报2025-09-300.88亿17.65%0.32亿112.46%6.40%2.59%
99亚洲富思
08413.hk
--2.14亿港币273.762.1480%0%47.20%2025-09 中报2025-11-051.37亿港币-7.56%-37.70万港币-288.66%-0.38%-0.28%
100怡园酒业
08146.hk
--2.12亿港币-4.952.1590%-1.85%128.12%2025-06 中报2025-09-160.19亿13.22%-0.03亿22.26%-1.46%-0.13%