必需性消费
(H25.恒生.一级)港股通
(
市盈率
19.60
市净率
2.302
股息率
3.73%
)·市值加权
发布时间2019-09-09样本数140市值2.32万亿港币H股市值1.46万亿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:2026-05-22

# 公司名称 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
--4,790.99亿港币27.1410.9092.64%0.61%-6.65%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
--2,034.40亿港币18.442.0761.37%0%--2026-03 一季报2026-04-22298.94亿-17.10%-12.15亿-127.05%-1.47%-7.30%
3海天味业
03288.hk
--1,807.04亿港币21.923.7854.01%-0.13%-0.91%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
--1,179.10亿港币9.091.3549.90%-2.13%10.73%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
--996.12亿港币15.213.6620%2.10%-35.97%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
--940.28亿港币25.031.1776.23%-2.20%-0.63%2026-03 一季报2026-05-0514.93亿美元2.19%2.26亿美元-3.42%----
7鸣鸣很忙
01768.hk
--882.24亿港币34.049.8080%0.40%--2025-12 年报2026-04-29661.70亿68.19%23.29亿179.37%33.73%17.66%
8东鹏饮料
09980.hk
--848.85亿港币16.053.6511.89%-3.03%--2026-03 一季报2026-04-3058.88亿21.46%12.57亿28.31%8.41%-3.58%
9华润啤酒
00291.hk
--821.43亿港币21.902.2884.49%-0.79%-1.01%2025-12 年报2026-04-23379.85亿-1.68%33.71亿-28.87%8.87%-4.77%
10华润啤酒-R
80291.hk
--711.12亿21.102.2045.19%-1.01%-4.60%2025-12 年报2026-04-23379.85亿-1.68%33.71亿-28.87%8.87%-4.77%
11青岛啤酒股份
00168.hk
--688.92亿港币12.961.8695.27%-1.27%3.65%2026-03 一季报2026-04-28102.85亿-1.54%18.00亿5.23%5.66%-0.004%
12康师傅控股
00322.hk
--655.60亿港币13.093.9337.81%-3.73%-1.36%2025-12 年报2026-04-27790.68亿-1.96%45.01亿20.52%28.66%3.85%
13蒙牛乳业
02319.hk
--648.94亿港币37.741.4393.52%-4.13%12.21%2025-12 年报2026-04-27822.45亿-7.25%15.45亿13.79倍3.41%2.96%
14古茗
01364.hk
--532.24亿港币15.398.2146.39%1.08%-9.69%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
--486.23亿港币10.892.4943.89%0.73%-11.21%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
--330.43亿港币14.482.1847.03%-0.39%-5.90%2025-12 年报2026-04-27317.14亿4.56%20.50亿10.88%15.19%1.38%
17恒安国际
01044.hk
--288.21亿港币10.221.1916.28%0.57%-8.26%2025-12 年报2026-04-15230.69亿1.76%25.35亿10.29%11.75%0.75%
18中国飞鹤
06186.hk
--281.99亿港币13.071.0378.04%-2.20%-23.40%2025-12 年报2026-04-28181.13亿-12.70%19.39亿-45.68%7.82%-5.78%
19安井食品
02648.hk
--280.80亿港币16.241.5401.94%0.30%27.36%2026-03 一季报2026-04-2947.10亿30.84%5.63亿42.74%3.51%0.59%
20珍酒李渡
06979.hk
--260.25亿港币43.441.7180.91%-0.26%-11.52%2025-12 年报2026-04-2436.50亿-48.34%5.38亿-59.32%3.91%-6.03%
21第一太平
00142.hk
--228.02亿港币4.430.6685.05%0.56%-10.23%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德康农牧
02419.hk
--206.49亿港币12.952.0960%-1.03%-24.31%2025-12 年报2026-03-24231.59亿3.09%14.33亿122.15倍16.80%-38.36%
23卫龙美味
09985.hk
--200.57亿港币12.652.4694.71%-1.32%-26.67%2025-12 年报2026-04-2372.24亿15.28%14.25亿33.38%21.44%3.20%
24华润饮料
02460.hk
--194.01亿港币17.701.6255.14%-3.92%-19.58%2025-12 年报2026-04-24110.02亿-18.63%9.85亿-39.80%8.70%-8.57%
25蓝月亮集团
06993.hk
--183.55亿港币-55.802.4425.75%4.33%16.36%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中烟香港
06055.hk
--172.37亿港币17.584.7292.09%0.48%-29.84%2025-12 年报2026-04-23145.79亿港币11.51%9.80亿港币14.82%29.77%-0.92%
27乐舒适
02698.hk
--164.13亿港币17.413.3092.63%1.77%-16.09%2025-12 年报2026-04-155.67亿美元24.87%1.21亿美元27.39%31.18%-53.26%
28沪上阿姨
02589.hk
--163.06亿港币29.237.6130.73%-2.76%81.07%2025-12 年报2026-04-2844.66亿35.96%5.01亿52.41%32.25%-0.27%
29颐海国际
01579.hk
--153.85亿港币16.192.8986.12%-3.39%17.78%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
--151.95亿港币5.540.7028.04%1.00%-23.10%2025-12 年报2026-04-23278.79亿0.44%24.65亿6.61%13.04%0.08%
31高鑫零售
06808.hk
--136.43亿港币-37.640.69311.89%-0.69%-16.81%2026-03 年报2026-05-18634.42亿-11.33%-3.19亿-178.77%-1.73%-3.56%
32优然牧业
09858.hk
--128.27亿港币-26.661.0500%-3.77%-39.76%2025-12 年报2026-04-24206.54亿2.77%-4.32亿37.42%-3.63%3.19%
33华宝国际
00336.hk
--118.81亿港币-27.460.9382.69%1.94%-6.39%2025-12 年报2026-04-1034.85亿3.30%-3.89亿-0.85%-3.03%0.25%
34中国食品
00506.hk
--98.46亿港币10.271.2834.97%-0.85%-18.89%2025-12 年报2026-04-28220.70亿2.69%8.62亿0.17%13.76%-0.55%
35现代牧业
01117.hk
--90.24亿港币-7.190.9780%-5.00%-29.63%2025-12 年报2026-04-23126.01亿-4.93%-11.29亿20.34%-11.50%1.30%
36茶百道
02555.hk
--80.24亿港币8.961.8147.38%0%-17.48%2025-12 年报2026-04-2453.95亿9.70%8.05亿70.46%20.66%0.59%
37日清食品
01475.hk
--75.04亿港币21.821.8942.21%-0.42%-2.18%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锅圈
02517.hk
--68.68亿港币14.262.0334.87%0.81%-28.96%2025-12 年报2026-04-0778.10亿20.71%4.33亿87.76%14.09%6.82%
39维他奶国际
00345.hk
--62.31亿港币26.422.0792.43%0%-2.24%2025-09 中报2025-12-1232.27亿港币-6.30%1.72亿港币0.66%5.69%0.19%
40十月稻田
09676.hk
--57.36亿港币12.041.3546.75%-0.92%-27.63%2025-12 年报2026-04-2468.10亿18.53%4.28亿109.56%11.63%5.74%
41中粮家佳康
01610.hk
--55.44亿港币-6.680.5770%-3.20%-22.44%2025-12 年报2026-04-29185.79亿13.80%-7.46亿-238.58%-8.07%-13.54%
42安德利果汁
02218.hk
--52.73亿港币14.741.6272.15%10.89%18.88%2026-03 一季报2026-04-303.30亿-23.25%0.73亿-15.52%2.58%-0.62%
43巨星传奇
06683.hk
--50.92亿港币-125.792.9180%1.33%-10.54%2025-12 年报2026-04-284.72亿-19.11%-0.36亿-164.90%-4.05%-10.14%
44五谷磨房
01837.hk
--33.27亿港币11.251.7644.54%-1.30%39.45%2025-12 年报2026-04-2425.26亿22.58%2.66亿41.43%16.53%3.64%
45朝云集团
06601.hk
--31.33亿港币12.590.9316.38%0.43%7.31%2025-12 年报2026-04-2919.88亿9.24%2.24亿9.98%7.17%0.58%
46周黑鸭
01458.hk
--31.06亿港币17.820.7906.12%-2.65%-10.37%2025-12 年报2026-04-2025.36亿3.48%1.57亿59.56%4.38%1.78%
47天福
06868.hk
--30.43亿港币22.311.5323.92%-0.71%8.61%2025-12 年报2026-04-0913.27亿-15.06%1.23亿-11.74%6.90%-0.92%
48南顺(香港)
00411.hk
--29.76亿港币10.240.9113.92%--10.00%2025-12 中报2026-03-1726.69亿港币-0.43%1.76亿港币-6.48%5.49%-0.87%
49燕之屋
01497.hk
--29.56亿港币14.093.2784.77%0%15.30%2025-12 年报2026-04-1720.01亿-2.41%1.89亿20.64%23.86%3.36%
50百果园集团
02411.hk
--28.41亿港币-8.040.9520.40%1.43%-17.44%2025-12 年报2026-04-3081.74亿-20.43%-3.17亿17.76%-12.31%0.69%
515100藏冰川
01115.hk
--27.30亿港币28.450.8540%-1.02%-14.91%2025-12 年报2026-04-303.58亿58.51%0.86亿115.03%3.28%25.21%
52中国圣牧
01432.hk
--27.24亿港币-6.560.6820%-1.52%-5.80%2025-12 年报2026-04-2830.12亿-3.64%-3.73亿-470.11%-9.35%-7.81%
53IFBH
06603.hk
--24.05亿港币13.581.8092.25%2.38%-41.43%2025-12 年报2026-03-271.76亿美元11.89%0.23亿美元-31.66%20.80%-94.89%
54澳优
01717.hk
--23.83亿港币12.060.3553.73%-2.19%-32.66%2025-12 年报2026-04-2974.88亿1.16%1.78亿-24.78%3.19%-1.10%
55中国万天控股
01854.hk
--22.21亿港币-15.6431.9830%3.81%-21.58%2025-12 年报2026-04-2411.65亿港币47.70%-1.42亿港币-238.11%-99.83%-79.19%
56友宝在线
02429.hk
--19.98亿港币-26.141.5200%-0.98%-17.55%2025-12 年报2026-04-2827.58亿-5.49%-0.69亿65.18%-7.58%16.13%
57八马茶业
06980.hk
--19.96亿港币8.071.0560%2.35%-19.70%2025-12 年报2026-03-3021.96亿2.48%2.22亿-0.93%15.72%-6.05%
58澳亚集团
02425.hk
--18.93亿港币-2.270.5100%0.52%-8.10%2025-12 年报2026-04-2834.68亿-5.86%-7.51亿40.86%-21.02%7.56%
59优品360
02360.hk
--17.10亿港币7.783.15211.70%0%-16.18%2025-12 年报2026-04-2728.68亿港币2.23%2.20亿港币-10.64%40.86%-8.85%
60原生态牧业
01431.hk
--13.84亿港币2.250.2210%-1.67%18.00%2025-12 年报2026-04-2827.33亿7.10%5.52亿86.22%10.34%4.31%
61中国波顿
03318.hk
--12.97亿港币-1.130.5540%4.35%-30.64%2025-12 年报2026-04-1714.96亿-9.52%-10.32亿-57.14倍-34.48%-36.35%
62味丹国际
02317.hk
--12.03亿港币9.060.50411.08%0%17.91%2025-12 年报2026-04-223.75亿美元-1.43%0.17亿美元6.29%5.61%0.22%
63舒宝国际
02569.hk
--10.50亿港币16.901.8830%-0.94%7.14%2025-12 年报2026-04-239.05亿20.28%0.56亿2.01%13.19%-12.36%
64中国淀粉
03838.hk
--10.02亿港币4.870.2135.83%-1.75%-1.22%2025-12 年报2026-04-13100.58亿-11.89%1.85亿-61.65%5.19%-9.65%
65四洲集团
00374.hk
--9.50亿港币341.510.7943.80%---7.78%2025-09 中报2025-12-2917.70亿港币3.16%0.13亿港币-36.08%0.92%-0.54%
66皇冠环球集团
00727.hk
--8.52亿港币-54.592.6580%-1.47%4.87%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%
67大洋环球控股
09876.hk
--8.32亿港币--2.775--0%-11.87%2025-09 中报2025-11-132.06亿港币2.42%0.20亿港币-2.13%6.61%--
68正乾金融控股
01152.hk
--8.31亿港币-79.975.2380%-5.66%-15.25%2025-12 年报2026-04-305.92亿港币-5.99%-0.10亿港币53.52%-9.45%15.08%
69亲亲食品
01583.hk
--7.93亿港币-317.970.5913.26%6.06%-20.45%2025-12 年报2026-04-019.11亿-8.53%-0.02亿-110.61%-0.18%-1.93%
70华昱高速
01823.hk
--7.49亿港币-18.630.9430%1.92%43.24%2025-12 年报2026-04-201.40亿-29.14%-0.36亿-324.51%-3.80%-2.60%
71中国农产品交易
00149.hk
--6.57亿港币122.240.3930%0%-12.00%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江苏宏信
02625.hk
--6.24亿港币15.320.7790%-6.03%-41.37%2025-12 年报2026-04-1715.44亿14.29%0.37亿-14.26%5.97%-2.53%
73广南(集团)
01203.hk
--5.90亿港币8.640.2145.69%-7.14%-23.53%2026-03 一季报2026-04-2825.32亿港币-12.04%-0.09亿港币-124.76%----
74明辉国际
03828.hk
--5.87亿港币5.830.4278.75%0%-8.70%2025-12 年报2026-04-2222.39亿港币-3.14%1.01亿港币-29.67%7.65%-3.67%
75金源发展国际实业
00677.hk
--5.86亿港币-16.940.4536.67%0%-1.47%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蜡笔小新食品
01262.hk
--5.84亿港币44.282.3180%-0.41%22.00%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
--5.79亿港币37.220.2340%1.79%1.79%2026-03 一季报2026-04-2813.77亿-1.99%0.04亿129.49%0.34%0.72%
78绿新生物科技
01084.hk
--5.77亿港币78.710.6181.82%0%0%2025-12 年报2026-04-249.05亿-8.55%0.07亿-89.40%0.63%-6.96%
79润中国际控股
00202.hk
--5.25亿港币134.420.4980%-13.25%-43.31%2025-09 中报2025-12-160.74亿港币61.03%-0.24亿港币65.14%-2.17%3.79%
80神冠控股
00829.hk
--5.20亿港币-6.700.2200%-1.23%-39.25%2025-12 年报2026-04-2910.23亿0.64%-0.70亿-361.67%-3.02%-4.26%
81嘉士利集团
01285.hk
--4.90亿港币4.050.42612.71%--11.32%2025-12 年报2026-04-2816.27亿-9.73%1.09亿99.71%10.26%5.48%
82新琪安
02573.hk
--4.84亿港币33.310.6570%-0.40%-37.52%2025-12 年报2026-04-305.83亿2.52%0.13亿-69.91%2.29%-7.21%
83怡园酒业
08146.hk
--4.80亿港币-199.314.8710%0%53.25%2025-12 年报2026-04-160.35亿9.41%-0.02亿94.73%-1.33%15.32%
84老恒和酿造
02226.hk
--4.69亿港币-0.82-0.1250%-2.41%62.00%2025-12 年报2026-04-282.72亿-1.23%-5.14亿0.51%-16.54%3.39%
85联华超市
00980.hk
--4.66亿港币-2.09-3.2180%-4.55%-1.56%2025-12 年报2026-04-22177.53亿-9.93%-2.00亿44.18%-153.49%-34.21%
86双财庄
02321.hk
--4.60亿港币7.210.8762.93%-6.12%12.20%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%
87香港生力啤
00236.hk
--4.48亿港币5.890.6255.00%0%2.21%2025-12 年报2026-03-317.37亿港币3.68%0.76亿港币478.78%11.77%14.67%
88澜沧古茶
06911.hk
--4.13亿港币-4.070.5850%--43.98%2025-12 年报2026-04-242.19亿-39.48%-0.91亿70.41%-14.03%22.64%
89欣融国际
01587.hk
--3.91亿港币6.100.6492.61%---4.84%2025-12 年报2026-04-136.51亿-1.54%0.58亿31.89%11.08%2.00%
90中国绿岛科技
02023.hk
--3.89亿港币6.210.5840%5.33%-1.25%2025-12 年报2026-04-2311.18亿23.33%0.56亿9.66%10.76%-1.20%
91利特米
01936.hk
--3.68亿港币20.691.3400%0%5.41%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%
92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%
93凯富善集团控股
08512.hk
--3.58亿港币3.530.4790%0%16.42%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捷荣国际控股
02119.hk
--3.46亿港币8.100.6556.79%0%-11.86%2025-12 年报2026-03-277.89亿港币9.44%0.43亿港币-27.69%8.24%-2.51%
95TSWONDERS
01767.hk
--3.40亿港币18.940.6370.68%3.03%13.33%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%
96美捷汇控股
01389.hk
--3.38亿港币-42.843.1420%-1.61%56.41%2025-09 中报2025-11-280.25亿港币-30.95%-0.02亿港币73.22%-1.84%4.42%
97中证国际
00943.hk
--3.25亿港币-4.540.6990%---3.08%2025-12 中报2026-03-240.41亿港币-35.35%-0.14亿港币84.21%-3.89%42.78%
98从玉智农
00875.hk
--2.95亿港币-0.728.3820%0%-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%
99王朝酒业
00828.hk
--2.90亿港币21.200.8860%4.57%-19.22%2025-12 年报2026-04-281.70亿港币-37.35%0.14亿港币-59.07%3.27%-7.48%
100富景中国控股
02497.hk
--2.75亿港币3.900.4570%1.85%17.02%2025-12 年报2026-04-301.91亿4.82%0.63亿22.47%12.44%-0.22%