必需性消费
(H25.恒生.一级)港股通
(
市盈率
17.42
市净率
2.048
股息率
4.19%
)·市值加权
发布时间2019-09-09样本数143市值2.06万亿港币H股市值1.30万亿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:2026-06-30

# 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
--4,455.85亿港币25.2410.1462.84%-8.41%-13.01%2025-12 年报2026-04-17525.53亿22.51%158.68亿30.89%44.23%4.39%
2海天味业
03288.hk
--1,748.53亿港币21.213.6634.14%-2.99%-4.20%2026-03 一季报2026-04-2890.29亿8.57%24.44亿10.97%5.79%-1.00%
3牧原股份
02714.hk
--1,676.48亿港币15.191.7111.67%-4.03%--2026-03 一季报2026-04-22298.94亿-17.10%-12.15亿-127.05%-1.47%-7.30%
4万洲国际
00288.hk
--1,063.63亿港币8.201.22210.98%-2.36%0.11%2026-03 一季报2026-04-2869.94亿美元6.71%4.76亿美元25.26%----
5蜜雪集团
02097.hk
--867.81亿港币13.253.1900%-7.75%-44.22%2025-12 年报2026-04-23335.60亿35.16%58.87亿32.69%29.76%-4.96%
6百威亚太
01876.hk
--807.85亿港币21.501.0127.25%-4.24%-14.08%2026-03 一季报2026-05-0514.93亿美元2.19%2.26亿美元-3.42%----
7东鹏饮料
09980.hk
--772.67亿港币14.613.3232.07%-2.55%--2026-03 一季报2026-04-3058.88亿21.46%12.57亿28.31%8.41%-3.58%
8华润啤酒
00291.hk
--690.36亿港币18.411.9235.35%-3.01%-16.42%2025-12 年报2026-04-23379.85亿-1.68%33.71亿-28.87%8.87%-4.77%
9华润啤酒-R
80291.hk
--596.93亿17.711.8506.18%-3.82%-19.54%2025-12 年报2026-04-23379.85亿-1.68%33.71亿-28.87%8.87%-4.77%
10鸣鸣很忙
01768.hk
--678.78亿港币26.197.5460%2.97%--2025-12 年报2026-04-29661.70亿68.19%23.29亿179.37%33.73%17.66%
11蒙牛乳业
02319.hk
--623.73亿港币36.281.3833.66%-4.34%11.84%2025-12 年报2026-04-27822.45亿-7.25%15.45亿13.79倍3.41%2.96%
12青岛啤酒股份
00168.hk
--587.15亿港币11.051.5936.18%-3.32%-6.20%2026-03 一季报2026-04-28102.85亿-1.54%18.00亿5.23%5.66%-0.004%
13康师傅控股
00322.hk
--551.32亿港币11.013.3089.29%-2.59%-9.34%2025-12 年报2026-04-27790.68亿-1.96%45.01亿20.52%28.66%3.85%
14古茗
01364.hk
--502.75亿港币14.537.7596.76%0.57%-14.69%2025-12 年报2026-04-24129.14亿46.89%31.09亿110.29%78.33%-31.16%
15中国旺旺
00151.hk
--400.08亿港币8.962.0524.72%-12.85%-26.94%2025-09 中报2025-12-11111.08亿2.13%17.17亿-7.83%9.65%-2.06%
16统一企业中国
00220.hk
--291.56亿港币12.781.9277.97%-2.32%-10.36%2025-12 年报2026-04-27317.14亿4.56%20.50亿10.88%15.19%1.38%
17中国飞鹤
06186.hk
--253.88亿港币11.770.9348.93%-3.11%-27.96%2025-12 年报2026-04-28181.13亿-12.70%19.39亿-45.68%7.82%-5.78%
18恒安国际
01044.hk
--252.65亿港币8.961.0447.17%-1.27%-19.49%2025-12 年报2026-04-15230.69亿1.76%25.35亿10.29%11.75%0.75%
19珍酒李渡
06979.hk
--247.71亿港币41.341.6360.96%-1.75%-14.98%2025-12 年报2026-04-2436.50亿-48.34%5.38亿-59.32%3.91%-6.03%
20安井食品
02648.hk
--217.14亿港币12.561.1902.51%-4.68%0.96%2026-03 一季报2026-04-2947.10亿30.84%5.63亿42.74%3.51%0.59%
21第一太平
00142.hk
--204.58亿港币3.980.5995.62%-2.44%-17.32%2025-12 年报2026-04-28102.33亿美元1.74%6.61亿美元10.11%14.22%0.57%
22华润饮料
02460.hk
--175.55亿港币16.011.4705.68%-2.01%-27.24%2025-12 年报2026-04-24110.02亿-18.63%9.85亿-39.80%8.70%-8.57%
23卫龙美味
09985.hk
--174.80亿港币11.022.1525.41%-1.51%-34.34%2025-12 年报2026-04-2372.24亿15.28%14.25亿33.38%21.44%3.20%
24蓝月亮集团
06993.hk
--172.40亿港币-52.412.2936.12%-1.67%12.79%2025-12 年报2026-04-2484.09亿港币-1.71%-3.29亿港币56.10%-4.07%3.80%
25德康农牧
02419.hk
--159.75亿港币10.021.6210%-0.68%-41.44%2025-12 年报2026-03-24231.59亿3.09%14.33亿122.15倍16.80%-38.36%
26乐舒适
02698.hk
--155.19亿港币16.463.1292.78%-2.19%-20.64%2025-12 年报2026-04-155.67亿美元24.87%1.21亿美元27.39%31.18%-53.26%
27溜溜梅
06658.hk
--133.98亿港币66.1313.6580%9.11%--2025-12 年报2026-06-0517.11亿5.86%1.82亿23.27%24.29%-9.16%
28中烟香港
06055.hk
--132.80亿港币13.553.6442.71%-2.83%-45.01%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
--131.97亿港币13.892.4867.13%-3.92%5.72%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
--118.60亿港币4.320.54810.30%-1.66%-38.44%2025-12 年报2026-04-23278.79亿0.44%24.65亿6.61%13.04%0.08%
31优然牧业
09858.hk
--116.12亿港币-24.140.9500%-4.15%-45.47%2025-12 年报2026-04-24206.54亿2.77%-4.32亿37.42%-3.63%3.19%
32沪上阿姨
02589.hk
--113.09亿港币20.285.2801.06%-11.60%26.91%2025-12 年报2026-04-2844.66亿35.96%5.01亿52.41%32.25%-0.27%
33华宝国际
00336.hk
--97.18亿港币-22.460.7683.29%-0.99%-23.37%2025-12 年报2026-04-1034.85亿3.30%-3.89亿-0.85%-3.03%0.25%
34高鑫零售
06808.hk
--88.73亿港币-24.480.45018.28%-1.06%-40.95%2026-03 年报2026-05-18634.42亿-11.33%-3.19亿-178.77%-1.73%-3.56%
35中国食品
00506.hk
--86.43亿港币9.011.1265.66%-3.13%-24.77%2025-12 年报2026-04-28220.70亿2.69%8.62亿0.17%13.76%-0.55%
36现代牧业
01117.hk
--77.57亿港币-6.180.8410%-2.97%-39.51%2025-12 年报2026-04-23126.01亿-4.93%-11.29亿20.34%-11.50%1.30%
37日清食品
01475.hk
--68.88亿港币20.031.7392.41%0.92%-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%
38茶百道
02555.hk
--66.79亿港币7.461.5108.87%-1.95%-28.24%2025-12 年报2026-04-2453.95亿9.70%8.05亿70.46%20.66%0.59%
39维他奶国际
00345.hk
--65.97亿港币24.042.2742.72%-1.22%3.51%2026-03 年报2026-06-2560.61亿港币-3.39%2.74亿港币16.94%9.09%1.45%
40安德利果汁
02218.hk
--55.64亿港币15.551.7172.04%-4.86%25.29%2026-03 一季报2026-04-303.30亿-23.25%0.73亿-15.52%2.58%-0.62%
41锅圈
02517.hk
--51.65亿港币10.721.5296.47%0%-46.33%2025-12 年报2026-04-0778.10亿20.71%4.33亿87.76%14.09%6.82%
42中粮家佳康
01610.hk
--44.45亿港币-5.360.4630%-1.02%-37.82%2025-12 年报2026-04-29185.79亿13.80%-7.46亿-238.58%-8.07%-13.54%
43十月稻田
09676.hk
--40.38亿港币8.470.9539.59%0%-44.17%2025-12 年报2026-04-2468.10亿18.53%4.28亿109.56%11.63%5.74%
44巨星传奇
06683.hk
--39.78亿港币-98.282.2800%0.72%-30.10%2025-12 年报2026-04-284.72亿-19.11%-0.36亿-164.90%-4.05%-10.14%
45五谷磨房
01837.hk
--33.48亿港币11.331.7754.51%0%47.05%2025-12 年报2026-04-2425.26亿22.58%2.66亿41.43%16.53%3.64%
46燕之屋
01497.hk
--32.03亿港币15.273.5524.40%--24.55%2025-12 年报2026-04-1720.01亿-2.41%1.89亿20.64%23.86%3.36%
47百果园集团
02411.hk
--32.01亿港币-9.061.0730.35%-0.62%-6.65%2025-12 年报2026-04-3081.74亿-20.43%-3.17亿17.76%-12.31%0.69%
48中国波顿
03318.hk
--30.04亿港币-2.621.2840%13.01%60.69%2025-12 年报2026-04-1714.96亿-9.52%-10.32亿-57.14倍-34.48%-36.35%
49天福
06868.hk
--29.13亿港币21.361.4674.09%0.37%3.94%2025-12 年报2026-04-0913.27亿-15.06%1.23亿-11.74%6.90%-0.92%
50中国圣牧
01432.hk
--28.08亿港币-6.760.7030%0%-2.90%2025-12 年报2026-04-2830.12亿-3.64%-3.73亿-470.11%-9.35%-7.81%
51南顺(香港)
00411.hk
--27.50亿港币9.460.8414.25%4.15%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%
52朝云集团
06601.hk
--26.40亿港币10.610.7857.57%-1.98%-5.34%2025-12 年报2026-04-2919.88亿9.24%2.24亿9.98%7.17%0.58%
53周黑鸭
01458.hk
--24.76亿港币14.200.6307.68%-1.65%-22.04%2025-12 年报2026-04-2025.36亿3.48%1.57亿59.56%4.38%1.78%
54中国万天控股
01854.hk
--24.04亿港币-16.9334.6240%-5.60%-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%
55友宝在线
02429.hk
--23.54亿港币-30.801.7910%-7.03%-2.86%2025-12 年报2026-04-2827.58亿-5.49%-0.69亿65.18%-7.58%16.13%
565100藏冰川
01115.hk
--22.79亿港币23.760.7130%-3.57%-28.95%2025-12 年报2026-04-303.58亿58.51%0.86亿115.03%3.28%25.21%
57澳优
01717.hk
--22.76亿港币11.520.3393.91%-1.54%-33.13%2025-12 年报2026-04-2974.88亿1.16%1.78亿-24.78%3.19%-1.10%
58八马茶业
06980.hk
--17.90亿港币7.240.9470%-5.98%-27.98%2025-12 年报2026-03-3021.96亿2.48%2.22亿-0.93%15.72%-6.05%
59澳亚集团
02425.hk
--16.67亿港币-2.000.4490%0.59%-19.05%2025-12 年报2026-04-2834.68亿-5.86%-7.51亿40.86%-21.02%7.56%
60优品360
02360.hk
--15.70亿港币7.152.89412.74%-0.63%-18.63%2025-12 年报2026-04-2728.68亿港币2.23%2.20亿港币-10.64%40.86%-8.85%
61IFBH
06603.hk
--15.55亿港币8.771.1703.49%-1.52%-62.15%2025-12 年报2026-03-271.76亿美元11.89%0.23亿美元-31.66%20.80%-94.89%
62舒宝国际
02569.hk
--11.60亿港币18.672.0800%-3.33%18.37%2025-12 年报2026-04-239.05亿20.28%0.56亿2.01%13.19%-12.36%
63正乾金融控股
01152.hk
--10.97亿港币-105.656.9200%-8.57%8.47%2025-12 年报2026-04-305.92亿港币-5.99%-0.10亿港币53.52%-9.45%15.08%
64味丹国际
02317.hk
--10.96亿港币8.260.45912.16%--16.54%2025-12 年报2026-04-223.75亿美元-1.43%0.17亿美元6.29%5.61%0.22%
65原生态牧业
01431.hk
--10.79亿港币1.760.1730%-1.71%-8.00%2025-12 年报2026-04-2827.33亿7.10%5.52亿86.22%10.34%4.31%
66四洲集团
00374.hk
--9.54亿港币342.870.7973.79%---7.41%2025-09 中报2025-12-2917.70亿港币3.16%0.13亿港币-36.08%0.92%-0.54%
67中国淀粉
03838.hk
--9.30亿港币4.520.1976.28%-1.27%-8.37%2025-12 年报2026-04-13100.58亿-11.89%1.85亿-61.65%5.19%-9.65%
68大洋环球控股
09876.hk
--7.64亿港币19.512.3941.54%0.37%-18.99%2026-03 年报2026-06-124.26亿港币7.71%0.39亿港币-6.03%12.82%--
69皇冠环球集团
00727.hk
--7.38亿港币-47.262.3010%-10.77%-9.22%2025-09 中报2025-11-280.08亿港币-52.22%-0.34亿港币-15.83倍-9.71%-8.08%
70华昱高速
01823.hk
--6.64亿港币-16.520.8360%9.30%27.03%2025-12 年报2026-04-201.40亿-29.14%-0.36亿-324.51%-3.80%-2.60%
71亲亲食品
01583.hk
--6.57亿港币-263.460.4903.93%0%-31.47%2025-12 年报2026-04-019.11亿-8.53%-0.02亿-110.61%-0.18%-1.93%
72中国农产品交易
00149.hk
--6.17亿港币80.290.3530%-3.13%-17.33%2026-03 年报2026-06-253.77亿港币-28.89%0.08亿港币-1.88%0.75%-0.82%
73广南(集团)
01203.hk
--5.99亿港币8.780.2175.61%0%-20.94%2026-03 一季报2026-04-2825.32亿港币-12.04%-0.09亿港币-124.76%----
74金源发展国际实业
00677.hk
--5.94亿港币-17.190.4596.57%2.94%-0.04%2025-09 中报2025-12-1510.45亿港币0.64%-0.25亿港币-433.30%-1.83%-1.65%
75绿新生物科技
01084.hk
--5.77亿港币78.710.6181.82%0%1.82%2025-12 年报2026-04-249.05亿-8.55%0.07亿-89.40%0.63%-6.96%
76蜡笔小新食品
01262.hk
--5.69亿港币43.192.2610%6.73%19.00%2025-12 年报2026-04-289.70亿11.90%0.12亿112.68%5.38%48.14%
77大成食品
03999.hk
--5.69亿港币36.570.2300%-12.50%0%2026-03 一季报2026-04-2813.77亿-1.99%0.04亿129.49%0.34%0.72%
78明辉国际
03828.hk
--5.51亿港币5.470.4009.33%-1.32%-14.30%2025-12 年报2026-04-2222.39亿港币-3.14%1.01亿港币-29.67%7.65%-3.67%
79江苏宏信
02625.hk
--5.49亿港币13.470.6850%9.91%-48.45%2025-12 年报2026-04-1715.44亿14.29%0.37亿-14.26%5.97%-2.53%
80双财庄
02321.hk
--5.00亿港币7.840.9522.70%0%21.95%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%
81神冠控股
00829.hk
--4.97亿港币-6.410.2100%-1.91%-41.89%2025-12 年报2026-04-2910.23亿0.64%-0.70亿-361.67%-3.02%-4.26%
82澜沧古茶
06911.hk
--4.50亿港币-4.440.6380%28.76%57.07%2025-12 年报2026-04-242.19亿-39.48%-0.91亿70.41%-14.03%22.64%
83润中国际控股
00202.hk
--4.38亿港币112.020.4150%0%-52.76%2025-09 中报2025-12-160.74亿港币61.03%-0.24亿港币65.14%-2.17%3.79%
84香港生力啤
00236.hk
--4.30亿港币5.640.5995.22%0.88%-2.05%2025-12 年报2026-03-317.37亿港币3.68%0.76亿港币478.78%11.77%14.67%
85联华超市
00980.hk
--4.22亿港币-1.89-2.9120%5.56%-10.94%2025-12 年报2026-04-22177.53亿-9.93%-2.00亿44.18%-153.49%-34.21%
86嘉士利集团
01285.hk
--4.15亿港币3.430.36115.00%-0.99%3.77%2025-12 年报2026-04-2816.27亿-9.73%1.09亿99.71%10.26%5.48%
87欣融国际
01587.hk
--4.08亿港币6.360.6782.50%---0.77%2025-12 年报2026-04-136.51亿-1.54%0.58亿31.89%11.08%2.00%
88新琪安
02573.hk
--4.00亿港币27.550.5430%-5.45%-48.32%2025-12 年报2026-04-305.83亿2.52%0.13亿-69.91%2.29%-7.21%
89利特米
01936.hk
--3.92亿港币22.021.4260%0%12.16%2025-12 年报2026-04-241.28亿马来西亚林吉特4.70%0.09亿马来西亚林吉特12.05%6.57%1.34%
90从玉智农
00875.hk
--3.77亿港币-0.9310.7290%1.89%-63.27%2025-12 年报2026-04-2935.37亿港币182.25%-4.08亿港币-228.01%-190.71%-160.59%
91中国绿岛科技
02023.hk
--3.74亿港币5.970.5620%-2.56%-5.00%2025-12 年报2026-04-2311.18亿23.33%0.56亿9.66%10.76%-1.20%
92怡园酒业
08146.hk
--3.66亿港币-152.023.7150%--16.88%2025-12 年报2026-04-160.35亿9.41%-0.02亿94.73%-1.33%15.32%
93凯富善集团控股
08512.hk
--3.63亿港币3.580.4850%2.60%17.91%2025-12 年报2026-04-228.98亿港币-1.25%1.01亿港币-40.81%14.54%-15.21%
94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-62.66%-0.38亿港币36.49%-16.75%-6.71%
95老恒和酿造
02226.hk
--3.59亿港币-0.63-0.0960%1.64%24.00%2025-12 年报2026-04-282.72亿-1.23%-5.14亿0.51%-16.54%3.39%
96富景中国控股
02497.hk
--3.45亿港币4.890.5730%2.99%46.81%2025-12 年报2026-04-301.91亿4.82%0.63亿22.47%12.44%-0.22%
97捷荣国际控股
02119.hk
--3.39亿港币7.930.6426.94%1.08%-13.69%2025-12 年报2026-03-277.89亿港币9.44%0.43亿港币-27.69%8.24%-2.51%
98TSWONDERS
01767.hk
--3.20亿港币17.830.6000.72%1.59%7.45%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%
99中证国际
00943.hk
--3.15亿港币-4.400.6780%-4.38%-21.54%2025-12 中报2026-03-240.41亿港币-35.35%-0.14亿港币84.21%-3.89%42.78%
100森美控股
00756.hk
--2.86亿港币-21.54-0.9200%25.37%118.18%2025-12 中报2026-03-300.34亿-6.22%-0.13亿51.09%-4.71%5.24%