稳健增长利率价值策略:年化收益率（86.91%）
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: 378.79%
- 年化收益率: 86.91%
- 基准收益率: 6.26%
- 阿尔法: 0.93
- 夏普比率: 1.72
- 最大回撤: 33.21%
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
|
|||||
|---|---|---|---|---|---|---|---|
| 2025-08-06 | 天新药业(603235.SH) | 28.558565048544 | 30900 | 14 | 28.81 | 890229 | 7769.34/0.88% |
| 2025-08-06 | 劲仔食品(003000.SZ) | 13.099241051136 | 70400 | 28 | 12.74 | 896896 | -25290.57/-2.742% |
| 2025-08-06 | 诚意药业(603811.SH) | 8.8952366021191 | 72489 | 56 | 15.6 | 1130828.4 | 486021.59/75.375% |
| 2025-08-06 | 伟隆股份(002871.SZ) | 10.565521488418 | 83761 | 56 | 10.98 | 919695.78 | 34717.13/3.923% |
| 2025-08-06 | 天罡股份(832651.BJ) | 29.623836049006 | 29723 | 56 | 31.84 | 946380.32 | 65871.04/7.481% |
| 2025-08-05 | 天新药业(603235.SH) | 28.558565048544 | 30900 | 13 | 29.09 | 898881 | 16421.34/1.861% |
| 2025-08-05 | 劲仔食品(003000.SZ) | 13.099241051136 | 70400 | 27 | 12.73 | 896192 | -25994.57/-2.819% |
| 2025-08-05 | 诚意药业(603811.SH) | 8.8952366021191 | 72489 | 55 | 14.8 | 1072837.2 | 428030.39/66.381% |
| 2025-08-05 | 伟隆股份(002871.SZ) | 10.565521488418 | 83761 | 55 | 10.91 | 913832.51 | 28853.86/3.26% |
| 2025-08-05 | 天罡股份(832651.BJ) | 29.623836049006 | 29723 | 55 | 31.88 | 947569.24 | 67059.96/7.616% |
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 | 行动教育(605098.SH) | 卖 | -23100 | 35.37 | -817047 | ¥1062.16 | -14802.48 |
| 2025-06-30 | 凌霄泵业(002884.SZ) | 卖 | -52700 | 15.95 | -840565 | ¥1092.73 | 15378.86 |
| 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 |
