口径：全市场按「收入持续增长 + 毛利率持续改善 + 归母净利率持续改善（且全程盈利）+ 核心业务爆发 + 未来3年PE预期」筛选的基本面优质 A 股。「纪要提及」为叠加标记——仅已达标标的被最新一期纪要提及时才标注并附纪要总结。仅供研究参考，不构成投资建议。
氟化工材料：制冷剂维持景气，AI含氟材料打开新增量。巨化股份：看多；制冷剂景气延续，并布局六氟丁二烯、六氟化钨等AI材料。
| 股票 | 潜力分 | 收入CAGR | 毛利率 | 净利率 | ROIC | 负债率 | 经营造血 | 研发率 | 分红率 | 护城河毛利 |
|---|---|---|---|---|---|---|---|---|---|---|
| 瑞芯微603893 | 19.23 | 43.7% | 41.9% | 23.6% | 25.9% | 21.5% | 24.3% | 15.5% | 48% | 37.9% |
| 新易盛300502 | 19.09 | 183.1% | 47.8% | 38.4% | 72.5% | 30.2% | 31.0% | 2.8% | 10% | 41.2% |
| 强一股份688809 | 19.01 | 69.9% | 65.0% | 39.0% | 14.9% | 8.9% | 38.0% | 13.1% | 25% | 57.7% |
| 赤峰黄金600988 | 18.69 | 32.3% | 52.5% | 24.4% | 24.6% | 33.9% | 44.0% | 0.9% | 19% | 43.0% |
| 艾力斯688578 | 18.24 | 60.3% | 96.8% | 42.2% | 35.4% | 10.4% | 44.8% | 8.0% | 12% | 96.3% |
| 世纪华通002602 | 17.98 | 68.9% | 69.9% | 14.8% | 17.7% | 29.7% | 22.6% | 6.2% | 8% | 65.4% |
| 同花顺300033 | 17.87 | 30.1% | 91.5% | 53.2% | 36.7% | 40.0% | 62.6% | 19.0% | 86% | 90.0% |
| 四川黄金001337 | 17.71 | 27.9% | 62.8% | 45.4% | 24.0% | 39.0% | 62.9% | — | 45% | 56.9% |
| 兴齐眼药300573 | 17.22 | 29.6% | 81.2% | 28.1% | 36.2% | 22.1% | 30.5% | 9.1% | 35% | 79.0% |
| 炬芯科技688049 | 17.2 | 33.0% | 51.2% | 22.2% | 10.0% | 13.2% | 27.5% | 26.1% | 22% | 47.7% |
| 中际联合605305 | 16.69 | 30.7% | 47.3% | 28.2% | 18.8% | 22.3% | 14.4% | 4.2% | 15% | 45.9% |
| 睿创微纳688002 | 16.64 | 33.0% | 52.5% | 17.8% | 16.3% | 36.9% | 29.4% | 18.3% | 12% | 50.6% |
| 长芯博创300548 | 16.6 | 22.7% | 40.6% | 13.2% | 15.0% | 30.4% | 28.2% | 5.0% | 25% | 29.1% |
| 成都先导688222 | 16.52 | 19.7% | 54.2% | 20.8% | 7.1% | 22.9% | 41.2% | 13.6% | 48% | 51.8% |
| 匠心家居301061 | 16.3 | 32.7% | 39.3% | 25.4% | 20.6% | 22.5% | 23.3% | 4.6% | 13% | 37.4% |
| 华峰测控688200 | 16.27 | 39.9% | 73.8% | 39.8% | 14.0% | 9.2% | 22.6% | 19.7% | 30% | 72.8% |
| 芭田股份002170 | 16.12 | 25.0% | 35.6% | 18.0% | 19.0% | 35.1% | 29.1% | 0.6% | 60% | 28.8% |
| 若羽臣003010 | 16.04 | 58.2% | 59.8% | 5.7% | 13.1% | 67.1% | 4.4% | 1.0% | 48% | 48.2% |
| 兆易创新603986 | 16.02 | 26.4% | 40.2% | 17.9% | 9.1% | 10.2% | 23.1% | 12.1% | 30% | 37.5% |
| 中际旭创300308 | 15.99 | 88.9% | 42.0% | 28.2% | 39.4% | 30.2% | 28.5% | 4.2% | 10% | 36.3% |
| 道通科技688208 | 15.95 | 21.9% | 56.1% | 19.4% | 20.7% | 49.2% | 12.3% | 16.0% | 35% | 55.4% |
| 沪电股份002463 | 15.62 | 45.6% | 35.5% | 20.2% | 22.5% | 46.5% | 20.4% | 6.0% | 25% | 33.7% |
| 力鼎光电605118 | 15.57 | 17.6% | 48.9% | 31.3% | 16.8% | 17.4% | 41.2% | 7.8% | 47% | 44.2% |
| 宝丰能源600989 | 15.56 | 28.4% | 35.9% | 23.6% | 15.9% | 46.3% | 35.1% | 2.0% | 27% | 33.1% |
| 鼎通科技688668 | 15.27 | 52.9% | 30.1% | 15.1% | 12.5% | 23.5% | 12.3% | 7.3% | 23% | 28.3% |
| 广合科技001389 | 15.24 | 43.1% | 34.4% | 18.5% | 25.3% | 47.3% | 18.8% | 5.1% | 27% | 33.7% |
| 凯格精机301338 | 15.0 | 25.2% | 41.3% | 16.2% | 12.0% | 39.7% | 14.2% | 8.1% | 30% | 34.4% |
| 晶方科技603005 | 14.96 | 27.1% | 47.1% | 25.1% | 8.2% | 10.2% | 32.8% | 10.4% | 21% | 42.9% |
| 深南电路002916 | 14.65 | 32.2% | 28.3% | 13.9% | 17.4% | 43.8% | 16.2% | 6.7% | 49% | 25.5% |
| 神马电力603530 | 14.5 | 33.9% | 46.2% | 25.1% | 21.2% | 31.8% | 6.8% | 4.0% | 34% | 43.3% |
| 紫金矿业601899 | 14.38 | 9.1% | 27.7% | 14.8% | 17.5% | 51.6% | 21.6% | 0.5% | 20% | 21.3% |
| 科沃斯603486 | 14.29 | 10.8% | 48.8% | 9.2% | 18.8% | 48.1% | 17.8% | 5.1% | 30% | 46.6% |
| 方正科技600601 | 14.25 | 25.2% | 25.1% | 9.6% | 8.5% | 52.3% | 12.3% | 5.0% | 40% | 21.8% |
| 上海新阳300236 | 14.24 | 26.6% | 41.0% | 15.5% | 5.8% | 25.8% | 24.5% | 13.9% | 50% | 38.5% |
| 埃科光电688610 | 14.22 | 35.4% | 41.5% | 14.5% | 4.3% | 14.8% | 7.1% | 12.5% | 74% | 40.2% |
| 全志科技300458 | 13.96 | 30.4% | 32.9% | 9.2% | 8.3% | 17.9% | 10.0% | 21.0% | 62% | 32.2% |
| 生益科技600183 | 13.91 | 30.9% | 26.5% | 11.7% | 17.8% | 42.3% | 18.5% | 5.1% | 58% | 22.6% |
| 光库科技300620 | 13.9 | 43.9% | 34.7% | 12.0% | 7.2% | 40.4% | 15.7% | 11.1% | 28% | 34.4% |
| 科达利002850 | 13.79 | 20.3% | 23.7% | 11.6% | 13.8% | 41.7% | 12.5% | 5.8% | 39% | 23.9% |
| 赛分科技688758 | 13.76 | 26.5% | 71.4% | 31.4% | 10.1% | 6.2% | 25.4% | 13.7% | 23% | 71.2% |
| 乖宝宠物301498 | 13.66 | 25.0% | 42.5% | 9.9% | 14.5% | 20.5% | 12.4% | 1.4% | 15% | 40.5% |
| 可孚医疗301087 | 13.61 | 9.1% | 53.2% | 11.0% | 6.8% | 26.0% | 20.5% | 2.6% | 66% | 49.5% |
| 悍高集团001221 | 13.58 | 27.2% | 37.2% | 19.6% | 27.9% | 31.4% | 28.9% | 3.4% | 9% | 35.8% |
| 灿勤科技688182 | 13.51 | 39.5% | 31.1% | 16.6% | 5.4% | 18.2% | 3.5% | 6.1% | 21% | 29.5% |
| 巨化股份600160 | 13.48 | 14.3% | 28.2% | 14.0% | 16.0% | 38.5% | 23.2% | 4.2% | 27% | 19.6% |
| 扬杰科技300373 | 13.21 | 14.8% | 34.3% | 17.7% | 11.2% | 40.7% | 23.9% | 6.6% | 22% | 32.6% |
| 中金黄金600489 | 13.13 | 13.6% | 16.7% | 6.2% | 11.7% | 41.8% | 10.6% | 0.8% | 45% | 15.1% |
| 祥和实业603500 | 13.1 | 13.9% | 32.1% | 16.1% | 11.2% | 34.3% | 15.3% | 3.7% | 55% | 29.3% |
| 腾远钴业301219 | 12.93 | 22.7% | 27.7% | 13.3% | 11.7% | 28.4% | 11.2% | 2.2% | 26% | 22.9% |
| 皓元医药688131 | 12.77 | 23.8% | 47.1% | 8.3% | 5.9% | 49.4% | 11.0% | 8.3% | 13% | 46.8% |
| 南网科技688248 | 12.64 | 20.4% | 29.8% | 11.4% | 13.2% | 35.5% | 13.2% | 7.6% | 24% | 29.7% |
| 骄成超声688392 | 12.58 | 20.5% | 63.4% | 15.2% | 6.3% | 24.2% | 10.5% | 20.7% | 19% | 58.6% |
| 联芸科技688449 | 12.55 | 13.6% | 51.4% | 10.7% | 7.5% | 19.1% | 11.7% | 37.9% | 16% | 48.2% |
| 凌玮科技301373 | 12.45 | 3.1% | 45.0% | 27.4% | 8.3% | 11.2% | 23.7% | 6.0% | 24% | 43.6% |
| 千里科技601777 | 12.4 | 21.5% | 10.2% | 0.8% | 1.3% | 41.1% | 21.3% | 8.2% | 71% | 8.4% |
| 盛合晶微688820 | 12.31 | 46.4% | 31.0% | 14.1% | 5.8% | 36.2% | — | 11.7% | — | 25.5% |
| 天承科技688603 | 12.29 | 17.6% | 40.0% | 18.4% | 7.4% | 10.2% | 13.0% | 7.3% | 20% | 38.5% |
| 阳光电源300274 | 12.23 | 11.1% | 31.8% | 15.1% | 25.9% | 58.1% | 19.0% | 4.7% | 10% | 29.6% |
| 蔚蓝锂芯002245 | 12.21 | 24.6% | 19.9% | 8.8% | 9.1% | 36.8% | 19.6% | 5.8% | 16% | 16.8% |
| 雷赛智能002979 | 12.19 | 14.8% | 39.0% | 12.0% | 11.7% | 42.4% | 15.2% | 12.6% | 35% | 38.6% |
| 中国船舶600150 | 11.8 | 42.5% | 12.6% | 5.2% | 5.9% | 64.4% | 5.1% | 3.9% | 29% | 10.9% |
| 华天科技002185 | 11.56 | 23.4% | 13.3% | 4.1% | 3.4% | 50.2% | 20.2% | 6.0% | 10% | 11.4% |
| 中钨高新000657 | 11.21 | 13.6% | 23.7% | 7.3% | 10.8% | 50.8% | 2.2% | 4.3% | 40% | 22.7% |
| 山东黄金600547 | 11.1 | 32.6% | 20.5% | 4.5% | 7.0% | 62.2% | 20.6% | 1.0% | 19% | 17.9% |
| 史丹利002588 | 11.1 | 10.9% | 18.1% | 8.4% | 12.5% | 46.3% | 10.1% | 4.0% | 30% | 17.9% |
| 乔锋智能301603 | 10.99 | 31.3% | 29.7% | 14.1% | 15.5% | 38.2% | -2.6% | 4.2% | 7% | 29.3% |
| 申通快递002468 | 10.77 | 16.6% | 6.4% | 2.5% | 8.7% | 62.7% | 6.8% | 0.3% | 11% | 5.5% |
| 南网储能600995 | 10.49 | 14.5% | 50.8% | 22.9% | 4.5% | 54.6% | 62.7% | 1.1% | 22% | 48.0% |
| 国轩高科002074 | 10.45 | 19.4% | 16.2% | 5.3% | 5.0% | 71.0% | 8.0% | 5.4% | — | 16.7% |
| 金禄电子301282 | 10.35 | 24.5% | 14.9% | 4.4% | 5.0% | 47.9% | 7.3% | 4.9% | — | 14.5% |
| 飞荣达300602 | 10.23 | 22.5% | 19.5% | 5.6% | 7.4% | 55.4% | 6.7% | 5.4% | 10% | 19.8% |
| 天海防务300008 | 10.22 | 11.9% | 19.9% | 6.6% | 10.2% | 59.0% | 0.2% | 1.1% | 18% | 15.2% |
| 金风科技002202 | 10.12 | 20.3% | 14.2% | 3.8% | 4.9% | 71.7% | 4.9% | 3.4% | 31% | 13.7% |
| 北特科技603009 | 10.08 | 11.1% | 20.1% | 5.1% | 5.6% | 52.2% | 8.1% | 4.7% | 40% | 18.4% |
| 盛屯矿业600711 | 10.0 | 10.7% | 19.1% | 6.5% | 8.5% | 58.8% | 8.6% | 0.2% | 8% | 16.5% |
| 徐工机械000425 | 9.6 | 4.2% | 22.6% | 6.5% | 7.4% | 64.0% | 14.0% | 4.2% | 35% | 22.0% |
| 隆盛科技300680 | 9.59 | 20.3% | 17.4% | 9.1% | 8.7% | 50.2% | 8.8% | 4.0% | 19% | 17.6% |
| 美诺华603538 | 9.54 | 10.9% | 35.0% | 6.8% | 4.0% | 49.5% | 10.5% | 7.3% | 32% | 32.8% |
| 赞宇科技002637 | 9.34 | 16.9% | 7.2% | 1.4% | 4.4% | 55.9% | 7.1% | 0.9% | 30% | 6.8% |
| 格林美002340 | 8.97 | 10.3% | 14.7% | 4.3% | 5.0% | 65.8% | 10.2% | 3.2% | 31% | 14.1% |
| 剑桥科技603083 | 8.7 | 24.9% | 22.3% | 5.5% | 4.8% | 36.5% | -9.8% | 7.4% | 30% | 21.6% |
| 力源信息300184 | 7.8 | 22.2% | 10.2% | 1.9% | 4.3% | 40.2% | -1.0% | 0.4% | 18% | 9.6% |
| 中船防务600685 | 7.65 | 12.8% | 10.1% | 4.9% | 4.6% | 61.3% | -1.6% | 4.4% | 19% | 8.0% |
| 智微智能001339 | 5.97 | 5.6% | 20.1% | 4.2% | 6.1% | 60.3% | -16.5% | 4.2% | 4% | 16.3% |