{"F": {"ts_code": "HK.01084", "name": "绿新生物科技", "mkt": "HK", "ccy": "港元", "sw1": "食品添加剂", "sw2": "食品添加剂", "sw3": "", "ind": "食品添加剂", "fin_source": "futu", "market": "主板", "list_date": "20191017", "is_fin": false, "roles": {"fin": false, "commodity": false, "precious": false, "regulated": false, "hard": false, "growth": false}, "province": null, "main_business": "", "introduction": "", "close": 0.68, "pe_ttm": 29.565, "pb": 0.621, "dv_ttm": 1.76, "total_mv": 59440.16, "trade_date": "20260904", "years": ["最近年报"], "multi_year": false, "period": "最近年报", "gm_series": [18.5], "rev_series": [10.1], "np_series": [0.1], "roe_series": [0.8], "rev_ttm": 10.1, "np_ttm": 0.2, "ocf_ttm": 1.3, "fcf_ttm": null, "fcf_yield": null, "ocf_yield": 22.5, "gm_median": 18.5, "gm_std": null, "gm_stab": null, "gm_chg_2022": null, "npm_median": 0.6, "roe_median": 0.8, "commodity": false, "hard_ratio": 22.9, "fix_assets": 4.0, "goodwill_ratio": null, "pb_calc": null, "capex_dep": null, "interest_debt": null, "debt_ebitda": null, "ebitda": 0.4, "debt_ratio": 48.1, "debt_mv": null, "payout": 52.0, "div_years": 1, "rev_cagr3": null, "np_cagr3": null, "rev_yoy": -4.4, "np_yoy": -90.8, "np_vol": null, "loss_years": 0, "far_share": 83.0, "earn_yield": 3.4, "consensus_n": 0, "fwd_pe": null, "fwd_pe2": null, "fwd_g1": null, "fwd_g2": null, "peg": null, "consensus_disp": null, "mainbz": [], "ret_prev_year": null, "ret_prev2_year": null, "ret_pivot": null, "prev_year": "", "prev2_year": "", "ret_ytd": 4.9, "ret_20": 0.0, "ret_60": 3.3, "ret_120": 4.9, "ret_250": 0.3, "mdd_250": null, "vol_250": null, "pos_52w": 87.4, "eps": 0.008}, "S": {"duration": 52, "pricing": 41, "hard": 37, "bondness": 42}, "label": "中性", "tags": [], "text": {"像什么": ["PE 29.6 倍、股息率 1.8%、毛利率最新年报 18.5%、固定资产占比 23%、资产负债率 48%:四轴都不突出。"], "为什么(不)算钱的替代品": "两条都不占:固定资产占比 23%,毛利率最新年报 18.5%。", "加息期怎么走": "按行业与估值常规看,没有明确的利率方向性。", "四问": [["当前 FCF 能覆盖多少市值?", "经营现金流/市值 22.5%(futu 无资本开支,FCF 按经营现金流 × 0.7 近似)。覆盖高。"], ["能否每年提价而不掉量?", "毛利率最新年报 18.5%。不能。"], ["资产重置成本随通胀涨吗?", "固定资产占总资产 23%。有一些。"], ["估值里多少来自 5 年后的故事?", "按 PE 29.6 倍 粗算,约 83%(1 − 5/PE)。>70%,把 5 年后的假设砍一半,这个股票值多少钱?"]], "价格行为": "近一年 0%,现价在 52 周高点的 87%;近 20 / 60 / 120 日 0% / 3% / 5%。", "行业对照": ["同富途行业「食品添加剂」12 家中位:PE 15.0 / 股息率 2.4% / 毛利率 20.5% / 固定资产占比 32% / 分红率 93%。", "绿新生物科技:PE 比行业中位高 14.6倍;股息率 比行业中位低 0.6个百分点;毛利率 比行业中位低 2.0个百分点;固定资产占比 比行业中位低 8.8个百分点。"]}}