稳健增长利率价值策略:年化收益率（82.84%）
本策略基于股息率、盈利增长、盈利能力、毛利率和估值等多重价值指标，精选财务稳健、估值合理的优质股票构建投资组合，追求长期稳健收益。
概要
核心指标
- 累计收益率: 349.85%
- 年化收益率: 82.84%
- 基准收益率: 4.74%
- 阿尔法: 0.9
- 夏普比率: 1.67
- 最大回撤: 33.21%
源码
查看AI策略代码
绩效
持仓详情
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当日收盘价 | 当日市值 | 浮动收益/浮动收益率
|
|||||
|---|---|---|---|---|---|---|---|
| 2025-08-01 | 天新药业(603235.SH) | 28.558565048544 | 30900 | 11 | 29.02 | 896718 | 14258.34/1.616% |
| 2025-08-01 | 劲仔食品(003000.SZ) | 13.099241051136 | 70400 | 25 | 12.68 | 892672 | -29514.57/-3.2% |
| 2025-08-01 | 诚意药业(603811.SH) | 8.8952366021191 | 72489 | 53 | 12.23 | 886540.47 | 241733.66/37.489% |
| 2025-08-01 | 伟隆股份(002871.SZ) | 10.565521488418 | 83761 | 53 | 10.55 | 883678.55 | -1300.1/-0.147% |
| 2025-08-01 | 天罡股份(832651.BJ) | 29.623836049006 | 29723 | 53 | 31.46 | 935085.58 | 54576.3/6.198% |
| 2025-07-31 | 天新药业(603235.SH) | 28.558565048544 | 30900 | 10 | 28.2 | 871380 | -11079.66/-1.256% |
| 2025-07-31 | 劲仔食品(003000.SZ) | 13.099241051136 | 70400 | 24 | 12.65 | 890560 | -31626.57/-3.43% |
| 2025-07-31 | 诚意药业(603811.SH) | 8.8952366021191 | 72489 | 52 | 12.7 | 920610.3 | 275803.49/42.773% |
| 2025-07-31 | 伟隆股份(002871.SZ) | 10.565521488418 | 83761 | 52 | 10.42 | 872789.62 | -12189.03/-1.377% |
| 2025-07-31 | 天罡股份(832651.BJ) | 29.623836049006 | 29723 | 52 | 31.45 | 934788.35 | 54279.07/6.165% |
交易详情
| 2025-07-18 | 欧圣电气(301187.SZ) | 卖 | -31200 | 28.49 | -888888 | ¥1155.55 | 50916.68 |
| 2025-07-18 | 天罡股份(832651.BJ) | 买 | 2000 | 29.8 | 59600 | ¥17.88 | 0 |
| 2025-07-18 | 伟隆股份(002871.SZ) | 买 | 8400 | 10.64 | 89376 | ¥26.81 | 0 |
| 2025-07-18 | 劲仔食品(003000.SZ) | 买 | 7000 | 12.6 | 88200 | ¥26.46 | 0 |
| 2025-07-18 | 诚意药业(603811.SH) | 卖 | -19300 | 12.02 | -231986 | ¥301.58 | 60307.93 |
| 2025-07-18 | 天新药业(603235.SH) | 买 | 30900 | 28.55 | 882195 | ¥264.66 | 0 |
| 2025-06-30 | 凌霄泵业(002884.SZ) | 卖 | -52700 | 15.95 | -840565 | ¥1092.73 | 15378.86 |
| 2025-06-30 | 行动教育(605098.SH) | 卖 | -23100 | 35.37 | -817047 | ¥1062.16 | -14802.48 |
| 2025-06-30 | 天罡股份(832651.BJ) | 卖 | -500 | 30.3 | -15150 | ¥20.15 | 344.76 |
| 2025-06-30 | 伟隆股份(002871.SZ) | 卖 | -1500 | 11.12 | -16680 | ¥21.68 | 844.7 |
