稳健增长利率价值策略:年化收益率（79.42%）
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: 519.16%
- 年化收益率: 79.42%
- 基准收益率: 14.95%
- 阿尔法: 0.8
- 夏普比率: 1.71
- 最大回撤: 33.27%
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
|
|||||
|---|---|---|---|---|---|---|---|
| 2026-03-31 | 天地数码(300743.SZ) | 17.595276986301 | 73000 | 1 | 17.25 | 1259250 | -25205.22/-1.962% |
| 2026-03-31 | 广咨国际(920892.BJ) | 14.104230010953 | 91300 | 1 | 14.07 | 1284591 | -3125.2/-0.243% |
| 2026-03-31 | 天罡股份(920651.BJ) | 29.368807990868 | 43800 | 1 | 27.55 | 1206690 | -79663.79/-6.193% |
| 2026-03-31 | 地铁设计(003013.SZ) | 14.604380043621 | 0 | 15 | 13.29 | 0 | -84765.65/-6.329% |
| 2026-03-31 | 朗姿股份(002612.SZ) | 19.137167989418 | 0 | 29 | 16.6 | 0 | -189541.9/-13.101% |
| 2026-03-31 | 我乐家居(603326.SH) | 8.9114338856755 | 140000 | 99 | 8.45 | 1183000 | -64600.74/-5.178% |
| 2026-03-31 | 诚意药业(603811.SH) | 11.706437167241 | 0 | 99 | 11.86 | 0 | 31076.74/2.337% |
| 2026-03-31 | 锦江航运(601083.SH) | 11.601782542356 | 107015 | 127 | 11.75 | 1257426.25 | 15861.49/1.278% |
| 2026-03-30 | 地铁设计(003013.SZ) | 14.604380043621 | 91700 | 14 | 13.68 | 1254456 | -84765.65/-6.329% |
| 2026-03-30 | 朗姿股份(002612.SZ) | 19.137167989418 | 75600 | 28 | 16.63 | 1257228 | -189541.9/-13.101% |
交易详情
| 2026-03-31 | 朗姿股份(002612.SZ) | 卖 | -75600 | 16.71 | -1263276 | ¥1642.26 | -183493.9 |
| 2026-03-31 | 诚意药业(603811.SH) | 卖 | -113600 | 11.89 | -1350704 | ¥1755.92 | 20852.74 |
| 2026-03-31 | 地铁设计(003013.SZ) | 卖 | -91700 | 13.49 | -1237033 | ¥1608.14 | -102188.65 |
| 2026-03-31 | 天罡股份(920651.BJ) | 买 | 43800 | 29.36 | 1285968 | ¥385.79 | 0 |
| 2026-03-31 | 广咨国际(920892.BJ) | 买 | 91300 | 14.1 | 1287330 | ¥386.2 | 0 |
| 2026-03-31 | 天地数码(300743.SZ) | 买 | 73000 | 17.59 | 1284070 | ¥385.22 | 0 |
| 2026-03-31 | 锦江航运(601083.SH) | 卖 | -3400 | 12.04 | -40936 | ¥53.22 | 1489.94 |
| 2026-03-31 | 我乐家居(603326.SH) | 买 | 4700 | 8.65 | 40655 | ¥12.2 | 0 |
| 2026-03-11 | 行动教育(605098.SH) | 卖 | -26938 | 53.96 | -1453574.48 | ¥1889.65 | 362031.33 |
| 2026-03-11 | 锦江航运(601083.SH) | 卖 | -3500 | 12.13 | -42455 | ¥55.19 | 1848.76 |
