必需性消费
(H25.恒生.一级)港股通融
(
市盈率
20.05
市净率
2.046
股息率
4.42%
)·总市值加权
发布时间2019-09-09样本数144总市值2.11万亿港币H股市值1.32万亿港币港股通持仓金额占市值比例4.55% (935.52亿港币2026-10-07) 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:2026-10-09

# 公司名称 省份关注时间总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农夫山泉通
09633.hk
--4,680.78亿港币23.9110.8972.70%2.92%-8.78%2026-06 中报2026-09-24297.18亿元15.99%88.87亿元16.59%23.19%-0.75%
2牧原股份通
02714.hk
--2,101.37亿港币-158.202.2971.33%0.66%--2026-06 中报2026-08-21594.10亿元-22.30%-60.78亿元-157.72%-7.66%-21.19%
3海天味业通
03288.hk
--1,590.73亿港币18.973.5214.55%3.34%-12.72%2026-06 中报2026-09-03161.46亿元6.01%41.90亿元7.13%10.29%-0.73%
4万洲国际通
00288.hk
--844.87亿港币7.010.96513.82%1.15%-18.08%2026-06 中报2026-09-17138.27亿美元3.29%7.70亿美元-2.28%7.36%-0.49%
5鸣鸣很忙通
01768.hk
--788.57亿港币18.694.8200%2.09%--2026-06 中报2026-09-18449.97亿元59.99%22.40亿元155.39%20.14%--
6百威亚太通
01876.hk
--774.08亿港币17.980.9997.57%1.83%-17.67%2026-06 中报2026-09-1131.71亿美元1.12%4.73亿美元15.65%4.85%0.70%
7蒙牛乳业通
02319.hk
--706.11亿港币31.821.5033.24%3.93%26.78%2026-06 中报2026-09-25447.95亿元7.77%23.71亿元15.94%5.29%0.81%
8东鹏饮料通
09980.hk
--701.53亿港币12.473.1175.93%-0.05%--2026-06 中报2026-08-05124.43亿元15.89%28.67亿元20.72%19.81%-9.09%
9康师傅控股通
00322.hk
--697.34亿港币13.084.6747.35%1.89%13.39%2026-06 中报2026-08-25405.45亿元1.13%24.33亿元7.13%16.64%0.68%
10蜜雪集团通
02097.hk
--652.56亿港币10.432.1121.80%0.82%-57.30%2026-06 中报2026-09-23152.16亿元2.29%22.96亿元-14.73%8.95%-5.97%
11华润啤酒通
00291.hk
--620.61亿港币18.351.5106.03%1.38%-22.91%2026-06 中报2026-09-08242.40亿元1.24%51.69亿元-10.71%13.50%-1.72%
12华润啤酒-R通
80291.hk
--528.15亿元19.201.4857.09%1.12%-26.96%2026-06 中报2026-09-08242.40亿元1.24%51.69亿元-10.71%13.50%-1.72%
13青岛啤酒股份通
00168.hk
--554.68亿港币10.351.5316.54%1.60%-11.60%2026-06 中报2026-09-24196.55亿元-4.08%39.20亿元0.40%12.51%-0.60%
14古茗通
01364.hk
--553.85亿港币15.857.6076.14%1.20%-3.50%2026-06 中报2026-09-2174.70亿元31.91%15.71亿元-3.36%25.80%-12.57%
15统一企业中国通
00220.hk
--331.08亿港币13.282.2127.02%4.07%1.09%2026-06 中报2026-08-17173.21亿元1.37%14.02亿元8.99%10.56%0.75%
16中国旺旺通
00151.hk
--329.22亿港币7.551.4573.88%3.49%-36.87%2026-03 年报2026-07-23244.01亿元3.79%38.37亿元-11.50%20.33%-5.01%
17珍酒李渡通
06979.hk
--278.21亿港币43.431.7450.85%3.73%-4.51%2026-06 中报2026-09-2325.46亿元1.96%5.81亿元1.03%4.24%0.11%
18中国飞鹤通
06186.hk
--249.80亿港币12.310.89018.23%3.38%-26.80%2026-06 中报2026-09-2893.62亿元2.32%8.37亿元-16.30%3.46%-0.33%
19恒安国际通
01044.hk
--227.19亿港币8.210.8978.25%0.72%-24.59%2026-06 中报2026-09-09110.91亿元-6.07%12.54亿元-8.66%5.73%-0.67%
20安井食品通
02648.hk
--214.47亿港币12.451.1725.68%2.80%2.85%2026-06 中报2026-09-1192.66亿元21.85%8.22亿元21.62%5.16%0.14%
21德康农牧通
02419.hk
--213.54亿港币-18.402.4410%2.33%-21.81%2026-06 中报2026-08-25100.89亿元-13.74%-11.59亿元-198.69%-15.91%-29.86%
22第一太平通
00142.hk
--208.63亿港币4.700.5995.52%2.51%-13.42%2026-06 中报2026-08-2753.16亿美元5.74%3.02亿美元-22.93%6.39%-1.63%
23优然牧业通
09858.hk
--176.95亿港币22.821.1060%2.34%-22.44%2026-06 中报2026-09-18106.27亿元3.33%8.06亿元371.78%6.36%8.41%
24华润饮料通
02460.hk
--175.91亿港币19.571.4405.29%1.52%-23.26%2026-06 中报2026-09-2454.55亿元-12.09%5.92亿元-26.43%5.41%-1.66%
25卫龙美味通
09985.hk
--161.67亿港币9.691.8677.79%1.92%-36.30%2026-06 中报2026-09-1637.15亿元6.66%7.67亿元4.58%10.34%-0.93%
26中烟香港通
06055.hk
--161.58亿港币17.933.9992.23%-0.34%-32.56%2026-06 中报2026-09-1075.40亿港币-26.92%6.27亿港币-11.23%16.27%-4.71%
27乐舒适通
02698.hk
--161.41亿港币14.293.1085.09%0%-15.67%2026-06 中报2026-09-233.33亿美元30.68%0.76亿美元46.00%11.67%--
28颐海国际通
01579.hk
--150.84亿港币14.432.8326.98%1.46%24.60%2026-06 中报2026-09-2233.47亿元14.32%3.76亿元21.36%8.19%1.16%
29蓝月亮集团通
06993.hk
--144.55亿港币-167.942.1447.30%1.86%-2.20%2026-06 中报2026-09-1828.83亿港币-5.07%-1.92亿港币55.79%-2.70%2.60%
30溜溜梅通
06658.hk
--140.28亿港币56.168.8850%-1.49%--2026-06 中报2026-09-1810.61亿元10.63%1.41亿元33.46%12.53%--
31现代牧业通
01117.hk
--118.73亿港币-50.021.2430%3.45%-7.41%2026-06 中报2026-09-2865.93亿元8.57%0.15亿元101.67%0.41%9.71%
32阜丰集团通
00546.hk
--108.44亿港币9.190.4794.30%-0.69%-42.88%2026-06 中报2026-09-22137.95亿元-1.18%3.47亿元-80.66%1.77%-7.66%
33华宝国际通
00336.hk
--108.25亿港币-24.520.8293.21%1.66%-13.16%2026-06 中报2026-09-1518.78亿元15.85%1.04亿元-11.69%0.95%0.08%
34中国食品通
00506.hk
--105.60亿港币10.091.2894.63%0.94%-8.32%2026-06 中报2026-09-17127.63亿元3.95%6.23亿元7.83%9.76%0.15%
35高鑫零售通
06808.hk
--96.84亿港币-26.720.49216.75%0.50%-36.35%2026-03 年报2026-07-17634.42亿元-11.33%-3.19亿元-178.77%-1.73%-3.56%
36齐云山食品通
02797.hk
--92.80亿港币178.0331.6350%-1.43%--2026-06 中报2026-09-171.68亿元4.37%0.21亿元-13.59%8.19%--
37安德利果汁通
02218.hk
--70.82亿港币24.452.2651.60%-3.74%62.47%2026-06 中报2026-09-037.16亿元-24.45%1.23亿元-38.71%4.49%-3.06%
38日清食品通
01475.hk
--69.09亿港币19.761.7802.40%0%-7.67%2026-06 中报2026-09-2420.71亿港币2.82%1.75亿港币11.60%4.56%0.23%
39维他奶国际通
00345.hk
--69.04亿港币25.162.3802.60%0.07%10.64%2026-03 年报2026-07-1660.61亿港币-3.39%2.74亿港币16.94%9.09%1.45%
40沪上阿姨通
02589.hk
--68.22亿港币9.652.7385.33%1.25%-20.94%2026-06 中报2026-08-2825.89亿元42.40%3.21亿元58.32%15.74%1.58%
41鲟龙科技通
06715.hk
--63.15亿港币15.721.7691.51%-1.36%--2026-06 中报2026-09-233.62亿元20.01%1.61亿元-6.50%6.75%--
42茶百道通
02555.hk
--59.84亿港币6.451.3309.35%0.62%-35.70%2026-06 中报2026-09-1826.55亿元6.21%3.36亿元3.20%8.67%0.10%
43中粮家佳康通
01610.hk
--50.86亿港币-1.710.6230%1.83%-28.85%2026-06 中报2026-09-3087.36亿元-2.54%-15.53亿元-590.43%-19.37%-22.67%
44十月稻田通
09676.hk
--44.65亿港币8.411.0928.68%1.09%-38.41%2026-06 中报2026-09-1838.14亿元24.51%1.57亿元35.35%4.28%0.99%
45锅圈通
02517.hk
--38.60亿港币7.351.1337.26%1.44%-58.22%2026-06 中报2026-09-0939.47亿元21.83%2.11亿元15.22%6.81%0.88%
46巨星传奇通
06683.hk
--36.08亿港币442.852.0350%0.40%-37.04%2026-06 年报2026-08-312.18亿元-62.69%0.07亿元-87.42%0.68%-5.40%
47百果园集团通
02411.hk
--33.01亿港币54.781.1040.34%1.85%-3.71%2026-06 中报2026-09-2550.08亿元14.46%0.34亿元109.81%1.20%14.59%
48中国波顿通
03318.hk
--32.42亿港币-2.761.3870%0%73.41%2026-06 中报2026-09-187.99亿元25.26%-0.30亿元-269.05%0.09%-0.16%
495100藏冰川通
01115.hk
--30.96亿港币22.300.9060%-2.83%-9.65%2026-06 中报2026-09-282.21亿元31.21%0.71亿元97.22%2.45%0.96%
50朝云集团通
06601.hk
--29.80亿港币9.800.8397.48%0.22%10.26%2026-06 中报2026-09-2216.35亿元22.12%2.12亿元22.24%6.90%1.23%
51五谷磨房通
01837.hk
--28.78亿港币8.021.4545.25%0.38%26.38%2026-06 中报2026-09-2814.50亿元27.76%1.56亿元46.02%9.15%2.19%
52燕之屋通
01497.hk
--28.37亿港币11.283.0339.11%--14.99%2026-06 中报2026-08-1411.82亿元16.49%1.07亿元42.72%13.26%2.99%
53天福通
06868.hk
--27.61亿港币20.151.3684.31%0.39%-0.72%2026-06 中报2026-09-086.24亿元-7.20%0.47亿元-4.03%2.65%-0.14%
54南顺(香港)通
00411.hk
--26.77亿港币9.120.7844.55%---1.07%2026-06 年报2026-09-0750.63亿港币4.84%2.93亿港币-3.16%8.95%-1.07%
55中国圣牧-PF通
01432.hk
--25.56亿港币-8.860.6060%0%-11.59%2026-06 中报2026-09-2415.46亿元7.05%0.64亿元232.46%0.51%1.61%
56帝王国际投资通
00928.hk
--23.96亿港币1,299.5110.0600%--185.64%2026-03 年报2026-08-021.43亿港币251.35%0.02亿港币103.89%0.80%20.22%
57八马茶业通
06980.hk
--22.76亿港币6.601.0385.21%0.90%-3.64%2026-06 中报2026-09-1014.02亿元31.82%1.98亿元65.33%10.99%0.72%
58周黑鸭通
01458.hk
--22.68亿港币14.020.5768.38%1.87%-28.59%2026-06 中报2026-09-1114.61亿元19.53%0.91亿元-15.23%2.64%-0.41%
59中国万天控股通
01854.hk
--18.96亿港币-15.2646.8430%-0.53%-33.09%2026-06 中报2026-09-103.77亿港币-38.76%-0.29亿港币37.96%-49.07%-24.17%
60澳优通
01717.hk
--18.14亿港币-2.230.3094.90%0%-46.71%2026-06 中报2026-09-1031.63亿元-18.62%-7.05亿元-490.71%-12.40%-15.42%
61澳亚集团通
02425.hk
--17.65亿港币-5.950.4440%1.12%-14.29%2026-06 中报2026-08-3117.26亿元1.65%1.08亿元128.59%3.19%13.63%
62友宝在线通
02429.hk
--17.11亿港币-14.891.3350%0.29%-29.39%2026-06 中报2026-08-2812.84亿元-1.42%-0.64亿元-99.05%-5.85%-1.47%
63优品360通
02360.hk
--16.90亿港币7.852.96911.83%0.60%-6.95%2026-06 中报2026-09-1514.51亿港币1.00%1.16亿港币-3.67%20.91%-1.27%
64舒宝国际通
02569.hk
--15.00亿港币22.322.4230%1.01%53.06%2026-06 中报2026-09-185.49亿元25.04%0.33亿元9.16%6.43%-0.99%
65原生态牧业通
01431.hk
--13.84亿港币1.800.2040%0%18.00%2026-06 中报2026-09-2814.56亿元11.01%2.47亿元108.17%4.31%1.99%
66利特米通
01936.hk
--13.69亿港币58.964.73610.00%18.61%291.89%2026-06 中报2026-09-110.68亿马来西亚林吉特5.22%0.08亿马来西亚林吉特51.20%5.33%1.60%
67IFBH通
06603.hk
--11.44亿港币11.970.8864.74%1.18%-72.15%2026-06 中报2026-09-180.50亿美元-46.65%0.05亿美元-69.40%2.73%-11.45%
68味丹国际通
02317.hk
--10.43亿港币7.300.43715.39%-1.44%17.54%2026-06 中报2026-09-162.06亿美元11.57%0.09亿美元16.98%2.91%0.39%
69中国淀粉通
03838.hk
--10.05亿港币43.800.2095.81%-1.14%1.62%2026-06 中报2026-09-1050.22亿元-1.81%-0.15亿元-109.70%-0.80%-5.74%
70四洲集团通
00374.hk
--9.69亿港币74.120.8033.73%---3.54%2026-03 年报2026-07-2937.43亿港币3.24%0.13亿港币28.64%1.16%0.45%
71大洋环球控股通
09876.hk
--8.46亿港币21.592.6481.39%0.67%-9.17%2026-03 年报2026-06-124.26亿港币7.71%0.39亿港币-6.03%12.82%--
72蜡笔小新食品通
01262.hk
--7.64亿港币-76.432.1660%0%59.75%2026-06 中报2026-09-296.28亿元21.80%-0.18亿元-800.08%-6.65%-7.82%
73亲亲食品通
01583.hk
--7.55亿港币-37.020.5503.42%-4.76%-21.23%2026-06 中报2026-09-014.85亿元-8.37%0.05亿元-77.09%0.41%-1.35%
74神冠控股通
00829.hk
--7.43亿港币-8.740.3100%0.44%-13.21%2026-06 中报2026-09-164.56亿元2.71%-0.45亿元-10.54%-2.09%-0.32%
75正乾金融控股通
01152.hk
--7.07亿港币-41.252.6440%-3.43%-33.22%2026-06 中报2026-08-313.10亿港币21.10%-0.03亿港币-188.30%-1.49%-5.69%
76中国农产品交易通
00149.hk
--6.87亿港币89.350.3920%4.55%-8.00%2026-03 年报2026-07-243.77亿港币-28.89%0.08亿港币-1.88%0.75%-0.82%
77嘉士利集团通
01285.hk
--6.18亿港币3.470.50613.42%-2.30%64.39%2026-06 中报2026-09-188.10亿元8.04%0.61亿元412.51%5.61%4.68%
78金源发展国际实业通
00677.hk
--6.03亿港币22.130.4586.48%0%4.67%2026-03 年报2026-07-2821.04亿港币1.22%0.27亿港币288.26%2.32%3.14%
79大成食品通
03999.hk
--6.00亿港币16.300.2380%1.72%5.36%2026-06 中报2026-09-1828.96亿元-0.46%8.50万元100.24%0.34%1.43%
80广南(集团)通
01203.hk
--5.94亿港币-11.800.2191.83%---21.64%2026-06 中报2026-09-2842.31亿港币-30.42%-0.86亿港币-212.57%-2.63%-5.73%
81绿新生物科技通
01084.hk
--5.59亿港币29.530.5831.88%0%-1.34%2026-06 中报2026-08-315.35亿元30.45%-0.01亿元88.47%-0.36%1.11%
82明辉国际通
03828.hk
--5.32亿港币6.300.3768.97%0.69%-14.28%2026-06 中报2026-09-1511.58亿港币12.60%0.35亿港币-31.87%2.53%-1.43%
83中国丰汇通
00727.hk
--5.21亿港币-7.390.5430%0%-35.83%2026-03 年报2026-06-260.74亿港币-33.47%-0.71亿港币-537.19%-10.57%-17.08%
84双财庄通
02321.hk
--5.05亿港币7.610.8901.70%1.00%25.33%2026-06 中报2026-09-175.31亿马来西亚林吉特13.44%0.22亿马来西亚林吉特3.42%7.56%-0.53%
85润中国际控股通
00202.hk
--5.03亿港币-7.510.5300%---45.67%2026-03 年报2026-07-231.27亿港币17.70%-0.67亿港币-66.64%-6.46%-2.91%
86华昱高速通
01823.hk
--4.99亿港币-8.820.5990%0.95%-4.50%2026-06 中报2026-09-080.63亿元-17.49%-0.36亿元-55.58%-4.82%-2.44%
87新琪安通
02573.hk
--4.71亿港币-5.420.6970%0%-39.19%2026-06 中报2026-09-292.04亿元-39.06%-0.65亿元-365.57%-10.38%-14.59%
88联华超市通
00980.hk
--3.92亿港币-0.78-1.0200%8.16%-17.19%2026-06 中报2026-09-1685.73亿元-10.61%-2.02亿元-579.21%-348.09%-369.96%
89TSWONDERS通
01767.hk
--3.90亿港币15.860.7030.59%0%30.95%2026-06 中报2026-09-280.38亿新加坡元8.88%0.03亿新加坡元51.75%3.70%1.06%
90老恒和酿造通
02226.hk
--3.82亿港币-0.67-0.0920%3.94%32.00%2026-06 中报2026-09-171.38亿元-4.38%-2.40亿元4.59%-6.89%1.56%
91香港生力啤通
00236.hk
--3.81亿港币10.350.5375.88%---13.12%2026-06 中报2026-08-283.17亿港币-18.80%0.10亿港币-79.17%1.64%-6.20%
92中国绿岛科技通
02023.hk
--3.76亿港币5.760.4980%0.66%-4.37%2026-06 中报2026-09-226.81亿元14.15%0.43亿元0.28%6.91%-2.20%
93中国北大荒通
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%
94宾仕国际通
01705.hk
--3.60亿港币21.002.38011.11%0%155.84%2026-03 年报2026-07-305.05亿港币0.13%0.17亿港币-3.61%11.43%-0.35%
95澜沧古茶通
06911.hk
--3.53亿港币-5.280.4800%2.17%23.04%2026-06 中报2026-08-261.63亿元36.78%0.02亿元108.34%0.38%4.77%
96凯富善集团控股通
08512.hk
--3.44亿港币4.540.4480%4.17%11.94%2026-06 中报2026-09-043.42亿港币-7.56%0.20亿港币-56.61%2.58%-4.16%
97中证国际通
00943.hk
--3.36亿港币-3.880.7120%---16.41%2026-06 年报2026-09-290.70亿港币-39.70%-0.86亿港币41.04%-23.67%56.60%
98欣融国际通
01587.hk
--3.23亿港币-30.020.5803.16%1.06%-21.44%2026-06 中报2026-08-273.22亿元1.47%-0.48亿元-371.32%-9.39%-12.88%
99捷荣国际控股通
02119.hk
--3.21亿港币7.720.5827.12%0%-15.00%2026-06 中报2026-09-043.98亿港币4.73%0.24亿港币-4.66%4.39%-0.42%
100利亚零售通
00831.hk
--3.01亿港币8.310.46710.33%0%32.15%2026-06 中报2026-09-017.15亿港币3.93%0.18亿港币16.45%2.71%0.35%