稳健增长价值精选策略:年化收益率（25.28%）
本策略精选流通市值大、营收规模高、市盈率合理且净利润增长稳健的股票，旨在构建一个兼顾价值与成长的投资组合，并通过定期调仓实现优化配置。
概要
核心指标
- 累计收益率: 158.96%
- 年化收益率: 25.28%
- 基准收益率: -27.16%
- 阿尔法: 0.34
- 夏普比率: 0.9
- 最大回撤: 26.18%
源码
查看AI策略代码
绩效
持仓详情
|
当日收盘价 | 当日市值 | 浮动收益/浮动收益率
|
|||||
|---|---|---|---|---|---|---|---|
| 2025-06-26 | 友发集团(601686.SH) | 5.5256098676654 | 89659 | 37 | 5.75 | 515539.25 | 20118.59/4.061% |
| 2025-06-26 | 豫光金铅(600531.SH) | 6.9839589535529 | 70000 | 37 | 7.53 | 527100 | 38222.87/7.819% |
| 2025-06-26 | 中信金属(601061.SH) | 7.4888212178053 | 66637 | 40 | 7.74 | 515770.38 | 16737.8/3.354% |
| 2025-06-26 | 北京人力(600861.SH) | 16.072880945037 | 26300 | 196 | 19.58 | 514954 | 92237.23/21.82% |
| 2025-06-26 | 甬金股份(603995.SH) | 17.228281805558 | 28624 | 208 | 17.84 | 510652.16 | 17509.82/3.551% |
| 2025-06-25 | 友发集团(601686.SH) | 5.5256098676654 | 89659 | 36 | 5.8 | 520022.2 | 24601.54/4.966% |
| 2025-06-25 | 豫光金铅(600531.SH) | 6.9706039170147 | 68100 | 36 | 7.43 | 505983 | 31284.87/6.59% |
| 2025-06-25 | 中信金属(601061.SH) | 7.4863724804412 | 66037 | 39 | 7.72 | 509805.64 | 15428.06/3.121% |
| 2025-06-25 | 北京人力(600861.SH) | 16.03118341748 | 26000 | 195 | 19.74 | 513240 | 96429.23/23.135% |
| 2025-06-25 | 甬金股份(603995.SH) | 17.228281805558 | 30024 | 207 | 18.22 | 547037.28 | 29775.35/5.756% |
交易详情
| 2025-06-26 | 中信金属(601061.SH) | 买 | 600 | 7.75 | 4650 | ¥5 | 0 |
| 2025-06-26 | 甬金股份(603995.SH) | 卖 | -1400 | 18 | -25200 | ¥32.76 | 1080.41 |
| 2025-06-26 | 北京人力(600861.SH) | 买 | 300 | 19.67 | 5901 | ¥5 | 0 |
| 2025-06-26 | 豫光金铅(600531.SH) | 买 | 1900 | 7.46 | 14174 | ¥5 | 0 |
| 2025-06-25 | 中信金属(601061.SH) | 买 | 1437 | 7.64 | -3.32 | ¥0 | 0 |
| 2025-06-23 | 中信金属(601061.SH) | 卖 | -200 | 7.78 | -1556 | ¥6.56 | 25.42 |
| 2025-06-23 | 北京人力(600861.SH) | 卖 | -200 | 19.44 | -3888 | ¥8.89 | 681.76 |
| 2025-06-23 | 豫光金铅(600531.SH) | 买 | 1000 | 7.35 | 7350 | ¥5 | 0 |
| 2025-06-23 | 友发集团(601686.SH) | 卖 | -900 | 5.59 | -5031 | ¥10.03 | 57.95 |
| 2025-06-18 | 中信金属(601061.SH) | 卖 | -700 | 8 | -5600 | ¥10.6 | 242.97 |
