稳健增长利率价值策略:年化收益率（76.33%）
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: 526.13%
- 年化收益率: 76.33%
- 基准收益率: 25.53%
- 阿尔法: 0.72
- 夏普比率: 1.68
- 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
|
|||||
|---|---|---|---|---|---|---|---|
| 2026-05-15 | 艾比森(300389.SZ) | 16.104829987608 | 80700 | 2 | 15.32 | 1236324 | -63335.78/-4.873% |
| 2026-05-15 | 德源药业(920735.BJ) | 28.218463066955 | 46300 | 2 | 26.52 | 1227876 | -78638.84/-6.019% |
| 2026-05-15 | 山河药辅(300452.SZ) | 13.954185042735 | 93600 | 2 | 13.55 | 1268280 | -37831.72/-2.897% |
| 2026-05-15 | 米奥会展(300795.SZ) | 10.82324598842 | 120900 | 2 | 10.41 | 1258569 | -49961.44/-3.818% |
| 2026-05-15 | 锦江航运(601083.SH) | 11.625794591254 | 106615 | 156 | 11.9 | 1268718.5 | 29234.41/2.359% |
| 2026-05-14 | 艾比森(300389.SZ) | 16.104829987608 | 80700 | 1 | 15.57 | 1256499 | -43160.78/-3.321% |
| 2026-05-14 | 德源药业(920735.BJ) | 28.218463066955 | 46300 | 1 | 27.34 | 1265842 | -40672.84/-3.113% |
| 2026-05-14 | 山河药辅(300452.SZ) | 13.954185042735 | 93600 | 1 | 13.78 | 1289808 | -16303.72/-1.248% |
| 2026-05-14 | 米奥会展(300795.SZ) | 10.82324598842 | 120900 | 1 | 10.5 | 1269450 | -39080.44/-2.987% |
| 2026-05-14 | 健盛集团(603558.SH) | 13.178944080963 | 0 | 15 | 13.71 | 0 | 81052.44/6.078% |
交易详情
| 2026-05-14 | 诚意药业(603811.SH) | 卖 | -110600 | 11.77 | -1301762 | ¥1692.29 | -29155.16 |
| 2026-05-14 | 健盛集团(603558.SH) | 卖 | -101182 | 13.99 | -1415536.18 | ¥1840.2 | 82064.26 |
| 2026-05-14 | 朗姿股份(002612.SZ) | 卖 | -78500 | 16.25 | -1275625 | ¥1658.31 | -58490.11 |
| 2026-05-14 | 天罡股份(920651.BJ) | 卖 | -46500 | 27.3 | -1269450 | ¥1650.29 | -94390.03 |
| 2026-05-14 | 米奥会展(300795.SZ) | 买 | 120900 | 10.82 | 1308138 | ¥392.44 | 0 |
| 2026-05-14 | 锦江航运(601083.SH) | 买 | 3700 | 12.29 | 45473 | ¥13.64 | 0 |
| 2026-05-14 | 山河药辅(300452.SZ) | 买 | 93600 | 13.95 | 1305720 | ¥391.72 | 0 |
| 2026-05-14 | 德源药业(920735.BJ) | 买 | 46300 | 28.21 | 1306123 | ¥391.84 | 0 |
| 2026-05-14 | 艾比森(300389.SZ) | 买 | 80700 | 16.1 | 1299270 | ¥389.78 | 0 |
| 2026-04-30 | 健盛集团(603558.SH) | 买 | 2582 | 12.98 | -9.64 | ¥0 | 0 |
