EASTMONEY L2 INDUSTRY
水泥（BK0424）动量观察
所属东方财富一级行业：建筑材料。同时观察官方行业指数与自由流通市值封顶加权口径。
最新完整收盘日2026-08-0516:15后自动更新
本期观察
截至2026-08-05，水泥官方综合位次为第116/128位（Rank 21.72）， 加权综合位次为第103/128位（Rank 31.25）。官方20R为33.59 （20日收益1.55%）；有效成分股为23/23只， 最大单股权重为10.00%。
官方20R、60R、120R分别为33.59、29.69和7.81。 相对上证指数的20日超额收益为3.88%，自基准日以来收益为4.79%。
多个观察周期的相对强度低于行业中位水平，当前趋势偏弱。
两种口径对照
成分股加权口径的综合位次为第103位，20日相对强度为37.50， 20日相对上证指数收益为3.77%。官方指数与加权口径的位次差为13位； 差距较小时可视为行业指数表现与内部成分股扩散较一致，差距较大时应进一步检查少数权重股的影响。
全部成分股动量
共23只，按综合Rank由高到低排列；20R、60R、120R为本行业成分股横截面分位得分。
数据来源：官方行业指数K线来自东方财富；成分股行情主源为东方财富；本次最近行情中有 5537 只股票使用腾讯备援，流通市值快照有 5537 只股票使用腾讯备援。 市盈率（TTM）、每股净资产和股息率为腾讯财经公开快照，快照日期 2026-08-05。
| Rank 序号 | 代码 | 股票 | 价格 | 1D% | 20R | 60R | 120R | Rank | REL5 | REL20 | REL60 | REL120 | 2024-12-30 收盘价为基准 | 基准日期 | 流通市值 (亿元) |
市盈率 （TTM） | 每股 净资产 | 股息率 | 当前权重 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 600801 | 华新建材 | 21.93 | 2.19% | 95.65 | 95.65 | 86.96 | 92.17 | -4.27% | 29.75% | 10.55% | -2.78% | 80.05% | 2024-12-30 | 294.23 | 15.98 | 15.55 | 2.51% | 10.00% |
| 2 | 600449 | 宁夏建材 | 13.78 | 1.40% | 78.26 | 91.30 | 95.65 | 90.43 | 14.11% | 9.15% | 7.90% | 10.01% | -7.52% | 2024-12-30 | 65.89 | 36.18 | 15.31 | 1.16% | 4.50% |
| 3 | 600425 | 青松建化 | 3.49 | -0.57% | 65.22 | 86.96 | 65.22 | 73.91 | 0.44% | 8.09% | -6.70% | -18.30% | -14.46% | 2024-12-30 | 56.00 | 20.26 | 3.92 | 2.87% | 3.82% |
| 4 | 002596 | 海南瑞泽 | 3.23 | 0.94% | 91.30 | 82.61 | 47.83 | 70.43 | 4.60% | 18.93% | -7.25% | -22.76% | -11.75% | 2024-12-30 | 37.03 | -17.26 | 0.46 | 0.00% | 2.53% |
| 5 | 002302 | 西部建设 | 4.62 | -1.28% | 73.91 | 47.83 | 69.57 | 61.74 | 0.01% | 8.78% | -10.97% | -17.96% | -33.91% | 2024-12-30 | 58.32 | -7.99 | 6.16 | 0.00% | 3.98% |
| 6 | 000672 | 上峰材料 | 13.75 | 3.46% | 0.00 | 56.52 | 91.30 | 59.13 | 2.86% | -28.30% | -9.73% | -0.37% | 104.07% | 2024-12-30 | 133.29 | 20.90 | 8.93 | 3.43% | 9.09% |
| 7 | 000401 | 金隅冀东 | 3.63 | -0.55% | 60.87 | 78.26 | 34.78 | 57.39 | -1.58% | 7.24% | -7.41% | -23.89% | -31.77% | 2024-12-30 | 95.52 | 44.09 | 9.81 | 2.76% | 6.52% |
| 8 | 600585 | 海螺水泥 | 17.74 | -0.34% | 47.83 | 65.22 | 52.17 | 56.52 | -4.58% | 6.56% | -9.09% | -22.55% | -26.05% | 2024-12-30 | 705.60 | 11.54 | 36.20 | 4.79% | 10.00% |
| 9 | 002233 | 塔牌集团 | 7.41 | -0.40% | 21.74 | 69.57 | 60.87 | 56.52 | -3.93% | -1.44% | -8.58% | -20.42% | -3.39% | 2024-12-30 | 86.97 | 13.72 | 10.01 | 6.46% | 5.93% |
| 10 | 000789 | 万年青 | 4.07 | -0.73% | 56.52 | 60.87 | 43.48 | 53.04 | -0.31% | 6.96% | -9.47% | -22.80% | -19.88% | 2024-12-30 | 32.46 | 111.85 | 7.98 | 3.51% | 2.21% |
| 11 | 603616 | 韩建河山 | 5.15 | 0.59% | 13.04 | 43.48 | 82.61 | 53.04 | 3.37% | -8.42% | -11.31% | -12.68% | 45.07% | 2024-12-30 | 19.79 | -197.33 | 0.52 | 0.00% | 1.35% |
| 12 | 000877 | 天山股份 | 3.80 | -0.78% | 52.17 | 34.78 | 56.52 | 46.96 | 0.30% | 6.72% | -12.36% | -20.84% | -35.04% | 2024-12-30 | 270.20 | -3.71 | 10.27 | 0.00% | 10.00% |
| 13 | 601992 | 金隅集团 | 1.41 | -0.70% | 39.13 | 73.91 | 17.39 | 44.35 | -1.30% | 5.25% | -8.10% | -27.88% | -22.53% | 2024-12-30 | 117.51 | -14.91 | 3.62 | 3.55% | 8.02% |
| 14 | 605122 | 四方新材 | 10.84 | -0.09% | 34.78 | 13.04 | 73.91 | 41.74 | 4.76% | 4.98% | -18.28% | -16.16% | -0.18% | 2024-12-30 | 18.68 | -6.00 | 10.13 | 0.00% | 1.27% |
| 15 | 002398 | 垒知集团 | 4.03 | -1.23% | 82.61 | 39.13 | 21.74 | 40.87 | 2.29% | 9.79% | -11.59% | -27.84% | -9.64% | 2024-12-30 | 24.17 | 51.24 | 5.17 | 1.99% | 1.65% |
| 16 | 603916 | 苏博特 | 10.37 | 0.97% | 4.35 | 8.70 | 78.26 | 35.65 | 4.30% | -9.04% | -20.31% | -15.45% | 36.09% | 2024-12-30 | 43.59 | 36.03 | 9.97 | 1.17% | 2.97% |
| 17 | 600668 | 尖峰集团 | 7.30 | -0.95% | 43.48 | 52.17 | 13.04 | 34.78 | -0.34% | 5.58% | -10.82% | -28.37% | -13.44% | 2024-12-30 | 30.14 | 7.32 | 13.27 | 1.36% | 2.06% |
| 18 | 600802 | 福建水泥 | 4.39 | 0.23% | 69.57 | 21.74 | 26.09 | 33.04 | 3.72% | 8.37% | -16.21% | -25.11% | 16.76% | 2024-12-30 | 20.12 | -15.85 | 2.00 | 0.00% | 1.37% |
| 19 | 003037 | 三和管桩 | 5.64 | 0.00% | 17.39 | 30.43 | 30.43 | 27.83 | 1.80% | -8.29% | -12.37% | -24.40% | -25.30% | 2024-12-30 | 33.79 | 71.31 | 4.62 | 0.88% | 2.31% |
| 20 | 002205 | 国统股份 | 10.25 | 0.29% | 26.09 | 17.39 | 39.13 | 27.83 | 4.91% | 1.84% | -18.18% | -23.62% | 17.95% | 2024-12-30 | 19.05 | -21.10 | 1.38 | 0.00% | 1.30% |
| 21 | 600326 | 西藏天路 | 6.84 | -0.44% | 86.96 | 4.35 | 4.35 | 20.87 | -0.86% | 10.73% | -20.85% | -31.36% | 1.48% | 2024-12-30 | 93.19 | -163.98 | 2.87 | 0.00% | 6.36% |
| 22 | 002671 | 龙泉股份 | 3.82 | -0.26% | 30.43 | 26.09 | 8.70 | 20.00 | 2.78% | 3.12% | -13.10% | -29.03% | -16.23% | 2024-12-30 | 21.06 | 45.19 | 2.92 | 0.00% | 1.44% |
| 23 | 600678 | ST金顶 | 5.56 | 0.18% | 8.70 | 0.00 | 0.00 | 1.74 | 1.28% | -8.43% | -22.87% | -52.31% | -15.63% | 2024-12-30 | 19.40 | 268.21 | 0.74 | 0.00% | 1.32% |
风险提示
本文为基于历史价格的规则化观察，不预测未来收益，也不构成证券推荐。当前成分股回溯存在存续偏差。