基本面优选策略:年化收益率（54.52%）
本策略精选主板和创业板中，基本面良好（营收和净利润高增长）、估值合理（市净率适中）、具备一定市值规模的非ST、非停牌小市值股票。策略通过定期调仓，持有5只股票，力求在控制风险的前提下，获取超越市场平均水平的投资回报。
概要
核心指标
- 累计收益率: 765.77%
- 年化收益率: 54.52%
- 基准收益率: -17.33%
- 阿尔法: 0.67
- 夏普比率: 1.35
- 最大回撤: 38.61%
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
|
|||||
|---|---|---|---|---|---|---|---|
| 2026-04-02 | 华立股份(603038.SH) | 14.744421979866 | 119200 | 1 | 14.65 | 1746280 | -11255.1/-0.64% |
| 2026-04-02 | 江天化学(300927.SZ) | 26.848051987768 | 65400 | 1 | 26.35 | 1723290 | -32572.6/-1.855% |
| 2026-04-02 | 邦基科技(603151.SH) | 16.434929001883 | 105000 | 4 | 16.5 | 1732500 | 6832.45/0.396% |
| 2026-04-02 | 西典新能(603312.SH) | 47.494584773009 | 0 | 37 | 38.39 | 0 | -288123.52/-14.832% |
| 2026-04-02 | 金帝股份(603270.SH) | 25.159118062632 | 0 | 100 | 24.78 | 0 | -15571.14/-0.831% |
| 2026-04-02 | 久祺股份(300994.SZ) | 17.790994495518 | 112256 | 130 | 15.25 | 1711904 | -285241.88/-14.282% |
| 2026-04-02 | 惠柏新材(301555.SZ) | 32.04188575291 | 53351 | 142 | 32.34 | 1725371.34 | 15904.69/0.93% |
| 2026-04-01 | 邦基科技(603151.SH) | 16.434929001883 | 106200 | 3 | 16.88 | 1792656 | 47266.54/2.708% |
| 2026-04-01 | 西典新能(603312.SH) | 47.494584773009 | 40900 | 36 | 40.45 | 1654405 | -288123.52/-14.832% |
| 2026-04-01 | 金帝股份(603270.SH) | 25.159118062632 | 74461 | 99 | 24.95 | 1857801.95 | -15571.14/-0.831% |
交易详情
| 2026-04-02 | 金帝股份(603270.SH) | 卖 | -74461 | 24.96 | -1858546.56 | ¥2416.11 | -14826.53 |
| 2026-04-02 | 西典新能(603312.SH) | 卖 | -40900 | 40.27 | -1647043 | ¥2141.16 | -295485.52 |
| 2026-04-02 | 惠柏新材(301555.SZ) | 买 | 1400 | 33.18 | 46452 | ¥13.94 | 0 |
| 2026-04-02 | 久祺股份(300994.SZ) | 卖 | -3600 | 15.6 | -56160 | ¥73.01 | -7887.58 |
| 2026-04-02 | 邦基科技(603151.SH) | 卖 | -1200 | 16.8 | -20160 | ¥26.21 | 438.09 |
| 2026-04-02 | 江天化学(300927.SZ) | 买 | 65400 | 26.84 | 1755336 | ¥526.6 | 0 |
| 2026-04-02 | 华立股份(603038.SH) | 买 | 119200 | 14.74 | 1757008 | ¥527.1 | 0 |
| 2026-03-30 | 永达股份(001239.SZ) | 卖 | -115100 | 14.02 | -1613702 | ¥2097.81 | -345961.56 |
| 2026-03-30 | 惠柏新材(301555.SZ) | 买 | 2900 | 33.9 | 98310 | ¥29.49 | 0 |
| 2026-03-30 | 金帝股份(603270.SH) | 卖 | -2500 | 23.94 | -59850 | ¥77.81 | -3047.8 |
