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第1只,长江电力(600900)。公司位于北京市,主要从事电力生产、经营和投资;电力生产技术咨询等。公司是水电行业的引领者,三峡集团水电上市平台公司水电装机容量世界第一。公司发电量提升带动营收增长,高分红凸显投资价值。目前动态市盈率33倍,总市值3896亿,ROE 16%左右。 第2只,海天味业(603288)。公司位于广东佛山市,主要从事酱油等调味品的生产和销售。公司是国内酱油行业龙头,业绩多年稳定高增长。目前动态市盈率45倍,总市值2705亿,ROE 32%左右。 第3只,山东药玻(600529)。公司位于山东省淄博市,主要从事药用玻璃包装产品的制造、销售。公司是国内药包行业龙头企业,业绩多年保持增长。目前动态市盈率26倍,总市值119亿,ROE 8%左右。

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