Overview
Screen A-share stocks using various criteria including fundamental metrics, technical indicators, capital flow patterns, and combined strategies. Support preset screening strategies and custom filter combinations.
Screening Categories
1. Fundamental Screening
Value Metrics:
| Metric | Chinese | Typical Criteria |
|---|---|---|
| P/E Ratio | P/E Ratio | < 15 (value), < industry average |
| P/B Ratio | P/B Ratio | < 1.5, < industry average |
| P/S Ratio | P/S Ratio | < 2 |
| PEG Ratio | PEG | < 1 (undervalued) |
| Dividend Yield | Dividend Yield | > 3% |
| EV/EBITDA | < 10 |
Quality Metrics:
| Metric | Chinese | Typical Criteria |
|---|---|---|
| ROE | Return on Equity | > 15% |
| ROA | Return on Assets | > 5% |
| Gross Margin | Gross Margin | > 30% |
| Net Margin | Net Margin | > 10% |
| Operating Cash Flow | Operating Cash Flow | > Net Profit |
Growth Metrics:
| Metric | Chinese | Typical Criteria |
|---|---|---|
| Revenue Growth | Revenue Growth | > 20% YoY |
| Profit Growth | Profit Growth | > 20% YoY |
| EPS Growth | EPS Growth | > 15% |
| 3Y CAGR | Three-Year Compound Growth Rate | > 15% |
Financial Health:
| Metric | Chinese | Typical Criteria |
|---|---|---|
| Debt Ratio | Debt-to-Asset Ratio | < 60% |
| Current Ratio | Current Ratio | > 1.5 |
| Quick Ratio | Quick Ratio | > 1 |
| Interest Coverage | Interest Coverage Ratio | > 3 |
| Cash/Debt | Monetary Funds / Interest-Bearing Debt | > 1 |
2. Technical Screening
Trend Filters:
| Criteria | Chinese | Description |
|---|---|---|
| Above MA200 | Above the Annual Line | Price > 200-day moving average |
| Above MA60 | Above the Quarterly Line | Price > 60-day moving average |
| Golden Cross | Golden Cross | Short-term moving average crosses above long-term moving average |
| Death Cross | Death Cross | Short-term moving average crosses below long-term moving average |
| New High | New High | 52-week/all-time high |
| Breakout | Breakout | Breakout above key resistance level |
Momentum Filters:
| Criteria | Chinese | Description |
|---|---|---|
| RSI | RSI Indicator | RSI > 50 (uptrend) |
| MACD | MACD | MACD > 0 or golden cross |
| Volume Surge | Volume Increase | Volume > 5-day average volume x 2 |
| Price Range | Amplitude | Recent amplitude screening |
Pattern Filters:
- Consecutive Limit-Up
- Consolidation with shrinking volume after limit-up
- Bottom Volume Increase
- W-Bottom Pattern
- Head and Shoulders Bottom Pattern
3. Capital Flow Screening
Northbound Capital:
| Criteria | Chinese | Description |
|---|---|---|
| NB Holdings | Northbound Holdings | Northbound shareholding ratio > X% |
| NB Increasing | Northbound Increase in Position | Northbound net buying in the past N days |
| NB Heavy | Northbound Heavy Positions | Top 100 by northbound holding market value |
Institutional Flow:
| Criteria | Chinese | Description |
|---|---|---|
| Main Inflow | Main Force Net Inflow | Main force net inflow > X hundred million in the past N days |
| Big Order Net | Large Order Net Buying | Large order net buying amount > X hundred million |
| Dragon Tiger | Dragon-Tiger List | Recently listed |
Shareholder Analysis:
| Criteria | Chinese | Description |
|---|---|---|
| Holder Decrease | Decrease in Number of Shareholders | Chip Concentration |
| Institution Increase | Institutional Increase in Holdings | Increase in institutional holdings |
| Buyback | Buyback | Company stock buyback |
4. Market Segment Screening
By Board:
- Shanghai Main Board (starts with 60)
- Shenzhen Main Board (starts with 00)
- ChiNext (starts with 30)
- STAR Market (starting with 688)
- Beijing Stock Exchange (starting with 8)
By Index:
- CSI 300 constituent stocks
- CSI 500 constituent stocks
- ChiNext 50 constituent stocks
- STAR 50 constituent stocks
- MSCI China constituent stocks
By Industry:
- Shenwan Level 1/Level 2/Level 3 industries
- Hithink industry classification
- Wind industry classification
By Concept:
- Popular concept sectors
- Policy-beneficiary concepts
- State-owned enterprise reform, specialized and sophisticated SMEs, etc.
Preset Screening Strategies
Strategy 1: Value investing stock selection
筛选条件:
- PE < 15 AND PE > 0
- PB < 2
- ROE > 12%
- 资产负债率 < 60%
- 股息率 > 2%
- 市值 > 100亿
Strategy 2: Growth stock selection
筛选条件:
- 营收增速 > 20%
- 净利润增速 > 25%
- ROE > 15%
- 毛利率 > 30%
- PEG < 1.5
- 经营现金流 > 0
Strategy 3: Blue-chip stock selection
筛选条件:
- 沪深300成分股
- ROE > 15% (连续3年)
- 净利润增速 > 10%
- 资产负债率 < 70%
- 北向持股比例 > 2%
Strategy 4: High-dividend stock selection
筛选条件:
- 股息率 > 4%
- 连续分红年数 > 5年
- 分红率 > 30%
- ROE > 10%
- 资产负债率 < 60%
Strategy 5: Northbound capital heavy holdings
筛选条件:
- 北向持股比例 > 5%
- 近20日北向净买入 > 0
- 市值 > 200亿
- PE < 30
Strategy 6: Technical breakout stock selection
筛选条件:
- 今日收盘 > 20日均线
- 今日收盘 > 60日均线
- 5日均线 > 20日均线
- 成交量 > 5日均量
- MACD > 0
Strategy 7: Oversold rebound stock selection
筛选条件:
- 近20日跌幅 > 15%
- RSI < 30
- 市净率 < 行业平均
- ROE > 8%
- 股东户数近期减少
Strategy 8: Limit-up board tactics
筛选条件:
- 今日涨停或近3日有涨停
- 换手率 < 15%
- 市值 < 200亿
- 非ST股票
- 成交额 > 1亿
Output Format
Screening Results Template
# 选股结果: [策略名称]
## 筛选条件
| 条件 | 设置值 |
|-----|-------|
| [条件1] | [值] |
| [条件2] | [值] |
| ... | ... |
## 筛选结果 (共X只)
| 代码 | 名称 | 行业 | 市值 | PE | PB | ROE | 股息率 | 涨跌幅 |
|-----|------|-----|------|----|----|-----|-------|-------|
| 600519 | 贵州茅台 | 白酒 | XXXX亿 | XX | XX | XX% | X.X% | X.XX% |
| ... | | | | | | | | |
## 重点关注 (Top 5)
### 1. [股票名称] ([代码])
- **入选理由:** [符合条件的关键指标]
- **亮点:** [投资亮点]
- **风险:** [主要风险点]
### 2. [股票名称] ([代码])
...
## 筛选说明
[对本次筛选结果的整体评价和投资建议]
Comparison Template
# 选股对比: [股票列表]
## 基本面对比
| 指标 | [股票1] | [股票2] | [股票3] | 优选 |
|-----|---------|---------|---------|------|
| PE | | | | |
| PB | | | | |
| ROE | | | | |
| 增速 | | | | |
| 股息率 | | | | |
## 技术面对比
| 指标 | [股票1] | [股票2] | [股票3] | 优选 |
|-----|---------|---------|---------|------|
| 趋势 | | | | |
| 位置 | | | | |
| 动量 | | | | |
## 综合评分
| 股票 | 基本面 | 技术面 | 资金面 | 综合 |
|-----|-------|-------|-------|------|
| | X/10 | X/10 | X/10 | X/10 |
## 投资建议
[综合分析后的投资建议]
Data Sources
Use web search to query:
- East Money stock screener: "East Money stock selection [conditions]"
- Hithink iWencai: "iWencai [natural language conditions]"
- Xueqiu stock screening: "Xueqiu screen [conditions]"
Natural Language Queries:
- "Stocks with PE below 15 and ROE above 15"
- "Stocks that northbound capital has increased positions in for 5 consecutive days"
- "ChiNext stocks that recently broke above the annual line"
- "Bank stocks with high dividends and low valuation"
Example Queries
Fundamental stock selection:
- "Help me find stocks with low valuation and high dividends"
- "What are consumer stocks with ROE greater than 20%"
- "Screen growth stocks with PEG less than 1"
- "Tech stocks with debt-to-asset ratio below 50%"
Technical stock selection:
- "Find stocks that broke above the annual line"
- "Blue-chip stocks that recently had a golden cross"
- "What stocks are hitting new highs"
- "Candidate stocks for oversold rebound"
Capital flow stock selection:
- "Stocks heavily held by northbound capital"
- "Stocks with continuous inflow from main funds"
- "Stocks with continuously decreasing number of shareholders"
- "Stocks recently bought by institutions on the Dragon and Tiger List"
Portfolio screening:
- "Give me a value investing stock selection result"
- "Screen using the blue-chip stock strategy"
- "Find high-dividend low-volatility stocks for defense"
- "Select stocks using the CANSLIM method"
Custom screening:
- "PE<20, ROE>15%, market cap>10 billion, northbound holdings>3%"
- "ChiNext, one-year gain<-30%, PB<3"