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EASTMONEY L2 INDUSTRY

通信设备(BK0448)动量观察

所属东方财富一级行业:通信。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2026-10-2116:15后自动更新

本期观察

截至2026-10-21,通信设备官方综合位次为第65/128位(Rank 49.69), 加权综合位次为第123/128位(Rank 7.97)。官方20R为4.69 (20日收益-15.67%);有效成分股为84/89只, 最大单股权重为10.00%。

官方20R、60R、120R分别为4.69、77.34和44.53。 相对上证指数的20日超额收益为-9.99%,自基准日以来收益为60.43%。

不同周期的相对强度存在分化,当前更适合结合官方指数与成分股扩散度观察。

两种口径对照

成分股加权口径的综合位次为第123位,20日相对强度为0.78, 20日相对上证指数收益为-14.32%。官方指数与加权口径的位次差为58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89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 5532 只股票使用腾讯备援,流通市值快照有 9 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 2026-10-21。

Rank
序号
代码股票价格1D% 20R60R120RRankREL5REL20REL60REL120 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
1603236移远通信 83.7210.00% 98.8298.8290.4895.48 20.55%29.15%72.20%12.26% 19.38%2024-12-30 340.21121,186,867.0023.52 0.88%1.44%
2002313日海智能 9.6810.00% 97.6591.7696.4394.81 16.68%23.57%33.85%23.73% 18.48%2024-12-30 36.2474,919,402.000.56 0.00%0.15%
3301205联特科技 287.03-1.36% 92.9494.1284.5290.04 -0.96%9.43%38.29%7.21% 250.55%2024-12-30 240.38275,502,735.00107.50 0.07%1.02%
4688143长盈通 164.335.22% 41.1897.6598.8186.82 0.24%-9.60%53.31%145.82% 603.47%2024-12-30 203.3810,165,935.0010.55 0.03%0.86%
5300570太辰光 176.083.21% 58.8284.7197.6284.69 -7.23%-5.51%18.86%30.59% 123.82%2024-12-30 338.41-300,136,271.007.35 0.57%1.43%
6301314科瑞思 46.780.91% 88.2478.8288.1084.41 3.42%4.82%15.46%9.04% 29.87%2024-12-30 14.00135.9118.86 0.51%—
7301419阿莱德 38.90-5.63% 83.5392.9473.8183.41 -15.78%2.57%37.73%-5.00% 27.21%2024-12-30 43.615,447,274.006.27 0.82%0.18%
8300504天邑股份 15.993.36% 67.0688.2483.3382.04 2.39%-1.81%25.61%5.27% -16.46%2024-12-30 35.21-58,036.0072.68 0.00%0.15%
9003040楚天龙 14.171.65% 52.9496.4777.3880.13 -0.63%-6.52%40.69%-1.08% 2.02%2024-12-30 64.74-31,447,054.003.00 0.07%0.27%
10300689澄天伟业 53.802.01% 56.4772.9491.6777.14 -6.04%-6.21%12.17%12.84% 97.14%2024-12-30 54.74-5,252,787.006.04 0.08%0.23%
11300213佳讯飞鸿 6.29-0.16% 85.8880.0065.4875.37 2.73%3.91%15.64%-9.99% -22.15%2024-12-30 34.763,471,869.009.98 0.00%0.15%
12300615欣天科技 11.65-0.17% 38.8289.4175.0073.53 -1.88%-11.05%28.25%-3.61% -2.51%2024-12-30 17.83-8,004,051.002.33 0.43%0.08%
13002881美格智能 41.247.09% 91.7642.3592.8672.44 13.05%6.17%2.32%13.35% 35.21%2024-12-30 75.72167,078,657.007.99 0.24%0.32%
14300620光库科技 260.909.44% 61.1869.4180.9572.38 9.72%-3.80%11.57%4.61% 416.43%2024-12-30 645.30677,846,345.0076.06 0.08%2.73%
15300590移为通信 10.79-0.46% 77.6562.3576.1970.95 0.89%0.08%9.39%-1.47% -31.92%2024-12-30 38.61-4,327,036.004.00 2.04%0.16%
16002491通鼎互联 17.890.17% 25.8861.1894.0567.27 2.74%-15.61%7.75%13.47% 222.34%2024-12-30 210.4790,043,736.0026.70 0.00%0.89%
17603042华脉科技 14.90-0.67% 71.7695.2936.9067.23 -1.87%-0.57%40.36%-21.28% -6.87%2024-12-30 31.1119,303,848.008.23 0.07%0.13%
18002194武汉凡谷 9.441.18% 42.3583.5361.9066.64 2.19%-8.76%18.34%-10.83% -19.39%2024-12-30 48.58-2,277,336.003.66 0.00%0.21%
19300628亿联网络 37.411.24% 60.0044.7185.7164.17 -0.11%-5.11%3.02%8.54% -5.55%2024-12-30 271.558,381,208.0098.45 4.81%1.15%
20002792通宇通讯 32.0910.01% 94.1290.5921.4363.63 22.62%12.84%32.22%-28.87% 104.13%2024-12-30 108.78631,672,856.003.11 0.08%0.46%
21300638广和通 20.291.81% 96.4752.9457.1463.33 17.65%19.07%5.88%-14.06% -4.88%2024-12-30 107.6224,193,250.0072.46 1.15%0.46%
22002583海能达 8.243.00% 89.4157.6555.9563.32 10.29%4.89%7.05%-14.13% -43.87%2024-12-30 105.7325,364,636.004.71 0.00%0.45%
23300711广哈通信 17.27-1.54% 69.4187.0633.3362.04 2.20%-1.20%24.85%-22.16% -29.57%2024-12-30 48.30-6,494,285.005.35 1.16%0.20%
24688159有方科技 33.193.56% 82.3570.5941.6761.37 6.97%2.23%11.61%-19.88% 2.66%2024-12-30 30.80-792,792.0010.67 0.00%0.13%
25300710万隆光电 26.150.93% 54.1247.0678.5761.08 1.17%-6.50%4.30%-0.93% 41.97%2024-12-30 19.507,073,303.006.18 0.00%0.08%
26300414中光防雷 10.24-0.68% 65.8874.1245.2460.92 1.93%-2.48%13.20%-18.77% 22.05%2024-12-30 32.32-3,603,627.0026.95 0.16%0.14%
27603083剑桥科技 173.616.52% 23.5350.5989.2960.66 -3.01%-15.86%5.41%10.41% 307.54%2024-12-30 478.45-266,501,700.0024.15 0.20%2.02%
28688080映翰通 34.93-1.13% 72.9467.0644.0559.03 2.69%-0.49%10.97%-19.02% 0.46%2024-12-30 25.73-4,263,594.0016.17 0.31%0.11%
29300565科信技术 9.240.98% 68.2475.2935.7158.05 -0.05%-1.32%13.39%-21.37% -25.90%2024-12-30 21.09315,473.002.04 0.00%0.09%
30002017东信和平 13.610.74% 70.5964.7142.8657.14 1.15%-1.18%9.91%-19.72% 22.39%2024-12-30 78.96-6,628,187.003.14 1.07%0.33%
31600775南京熊猫 9.23-0.11% 76.4771.7632.1456.86 0.47%-0.04%11.87%-22.31% -10.91%2024-12-30 62.01-14,795,046.0014.20 0.11%0.26%
32300698万马科技 25.68-0.39% 90.5976.4720.2456.80 5.45%5.10%13.66%-29.27% -28.17%2024-12-30 30.862,691,207.0015.85 0.00%0.13%
33002296辉煌科技 8.78-1.24% 80.0048.2453.5756.72 -0.24%1.36%4.95%-14.73% -14.67%2024-12-30 30.50-12,537,338.005.05 1.48%0.13%
34300555ST路通 11.502.40% 62.3536.4771.4355.63 -0.19%-2.97%-0.89%-5.30% 35.61%2024-12-30 22.77-11,222,733.001.99 0.00%0.10%
35600198大唐电信 6.920.87% 57.6541.1869.0555.62 -0.82%-5.98%2.21%-8.82% -23.03%2024-12-30 90.09-18,177,047.000.16 0.00%0.38%
36300134大富科技 7.980.88% 74.1265.8834.5254.99 1.44%-0.29%10.89%-21.39% -35.70%2024-12-30 61.25-3,233,586.0015.06 0.00%0.26%
37688592司南导航 24.24-2.57% 95.2981.184.7653.43 13.25%14.70%16.45%-38.63% -35.79%2024-12-30 13.4145,399,200.003.46 0.23%0.06%
38300098高新兴 4.160.48% 78.8235.2958.3353.22 2.90%0.21%-0.89%-12.23% -27.78%2024-12-30 64.14-5,068,912.002.10 0.00%0.27%
39603118共进股份 13.610.29% 35.2930.5979.7651.20 -1.69%-12.28%-4.92%-0.65% 44.33%2024-12-30 107.15-88,280,317.006.48 0.22%0.45%
40300627华测导航 26.011.52% 87.0634.1250.0051.06 4.65%3.99%-1.19%-17.26% -38.53%2024-12-30 170.92-81,853,465.005.53 1.71%0.72%
41300183东软载波 10.33-0.10% 64.7168.2426.1950.71 -1.11%-2.52%11.52%-24.08% -44.55%2024-12-30 38.33-11,723,383.006.66 0.05%0.16%
42300353东土科技 15.623.44% 84.7121.1863.1050.65 6.98%2.59%-13.92%-10.53% 30.60%2024-12-30 84.44-25,453,566.003.61 0.00%0.36%
43300205*ST天喻 4.58-3.17% 63.5338.8254.7650.14 -2.75%-2.62%1.16%-14.60% 4.09%2024-12-30 19.70-5,610,808.000.90 0.00%0.08%
44301202朗威股份 31.08-1.18% 50.5949.4148.8149.41 0.48%-7.92%5.39%-17.33% -20.12%2024-12-30 24.754,976,286.008.83 0.64%0.10%
45603421鼎信通讯 5.790.87% 12.9477.6538.1048.89 -0.59%-19.70%14.62%-20.58% -26.89%2024-12-30 37.76-19,761,016.003.53 0.00%0.16%
46002104恒宝股份 10.092.13% 55.2963.5330.9548.85 0.26%-6.40%9.79%-22.52% 43.12%2024-12-30 61.31-19,888,044.002.93 0.33%0.26%
47301577美信科技 49.50-0.90% 45.8851.7646.4348.45 -0.74%-8.63%5.66%-17.96% -18.21%2024-12-30 9.331,475,385.0058.93 0.00%0.04%
48000586汇源通信 11.821.03% 48.2485.8810.7148.29 1.10%-8.60%19.12%-33.29% 17.73%2024-12-30 22.602,916,631.001.63 0.00%0.10%
49688313仕佳光子 117.703.31% 22.3537.6566.6746.20 -2.48%-15.94%0.47%-9.80% 590.32%2024-12-30 531.99-25,914,092.003.80 0.25%2.25%
50002281光迅科技 135.701.22% 28.245.8895.2446.10 -2.38%-15.49%-23.52%19.04% 144.55%2024-12-30 1,066.64-224,422,626.0017.46 0.00%4.51%
51002902铭普光磁 22.310.50% 11.7655.2952.3845.42 -0.88%-19.73%6.59%-14.80% -11.12%2024-12-30 41.60784,546.0021.66 0.00%0.18%
52002396星网锐捷 26.780.49% 9.4123.5382.1444.15 -2.75%-20.22%-11.36%4.84% 35.39%2024-12-30 202.84-74,970,858.009.96 0.72%0.86%
53003031中瓷电子 100.830.64% 27.0631.7664.2943.83 -4.91%-15.55%-4.42%-10.02% 85.01%2024-12-30 454.8017,247,598.0013.93 0.62%1.92%
54300548长芯博创 180.806.02% 47.0658.8223.8142.46 -1.65%-8.62%7.07%-25.68% 278.64%2024-12-30 531.98-71,826,850.007.09 0.16%2.25%
55688283坤恒顺维 25.681.78% 81.1854.129.5241.69 4.53%2.19%5.94%-35.20% 3.34%2024-12-30 31.28541,173.007.93 1.01%0.13%
56601869长飞光纤 350.803.45% 10.5925.8872.6241.52 -0.41%-20.16%-9.76%-5.28% 1003.84%2024-12-30 1,425.43269,335,200.00974.44 0.08%6.03%
57000070特发信息 14.130.50% 37.6556.4727.3841.07 -1.78%-11.53%6.68%-23.93% 144.46%2024-12-30 121.05-46,064,655.001.22 0.00%0.51%
58600522中天科技 28.300.21% 29.4120.0067.8641.03 3.72%-14.13%-14.36%-9.15% 94.50%2024-12-30 965.86-259,104,976.00188.67 0.92%4.09%
59600345长江通信 42.410.59% 21.1828.2460.7139.82 0.76%-16.22%-6.52%-12.18% 77.37%2024-12-30 89.7219,895,347.0025.09 0.26%0.38%
60600487亨通光电 51.45-1.19% 30.5924.7159.5239.81 7.85%-13.66%-10.28%-12.21% 198.09%2024-12-30 1,262.40908,296,944.0014.49 0.53%5.34%
61688205德科立 153.983.69% 4.7182.3513.1039.12 -8.18%-22.06%16.52%-32.97% 61.20%2024-12-30 245.19-189,693,275.0015.31 0.06%1.04%
62301307美利信 42.67-1.30% 7.064.7186.9038.06 -2.41%-21.54%-27.09%8.95% 102.52%2024-12-30 46.606,291,096.0011.03 0.00%0.20%
63600776东方通信 11.670.52% 43.5343.5328.5737.55 -0.90%-8.74%2.90%-22.97% -0.09%2024-12-30 111.57-25,119,680.003.21 0.47%0.47%
64603803瑞斯康达 9.48-0.52% 36.4760.0015.4837.48 -4.42%-12.04%7.52%-30.58% -7.24%2024-12-30 40.28-31,139,253.003.59 0.00%0.17%
65000063中兴通讯 27.630.25% 40.0015.2951.1934.59 1.22%-9.77%-16.87%-16.43% -32.28%2024-12-30 1,112.83-259,332,561.0015.79 1.48%4.71%
66688182灿勤科技 22.99-0.52% 34.1227.0640.4833.84 -2.01%-12.46%-7.25%-19.90% 22.68%2024-12-30 91.962,711,548.005.72 0.43%0.39%
67301165锐捷网络 81.49-0.86% 14.127.0670.2433.74 -9.64%-19.28%-22.58%-5.31% 11.52%2024-12-30 907.50-307,465,433.005.19 0.46%3.84%
68688618三旺通信 24.09-1.55% 49.4140.0014.2931.60 -0.11%-8.01%1.72%-30.79% 9.70%2024-12-30 26.51-82,735.007.34 0.66%0.11%
69300563神宇股份 21.50-0.60% 17.6545.8822.6230.93 -0.30%-16.72%3.78%-27.48% -64.92%2024-12-30 27.23-17,592,331.006.18 0.92%0.12%
70688100威胜信息 23.45-0.64% 75.2916.4719.0529.27 -0.53%-0.25%-16.62%-29.56% -38.39%2024-12-30 115.30-11,734,601.0037.82 1.27%0.49%
71688387信科移动-U 10.844.13% 51.7618.8216.6724.55 6.89%-6.94%-14.70%-30.03% 76.55%2024-12-30 370.5942,521,904.0016.94 0.00%1.57%
72300394天孚通信 214.985.10% 31.7632.9411.9024.29 -4.68%-12.56%-3.02%-33.16% 124.19%2024-12-30 2,339.82-1,275,877,408.005.23 0.47%9.90%
73300308中际旭创 646.77-0.17% 8.241.1847.6221.17 -5.22%-21.23%-39.18%-17.48% 393.04%2024-12-30 7,178.74-2,066,550,304.0032.65 0.33%10.00%
74001267汇绿生态 27.963.06% 20.0022.3517.8620.08 -2.64%-16.22%-11.77%-30.02% 245.19%2024-12-30 170.26-55,252,220.002.05 0.30%0.72%
75688668鼎通科技 160.00-1.86% 1.182.3539.2916.89 -5.29%-31.42%-32.30%-20.25% 211.28%2024-12-30 222.83-4,763,854.0079.60 0.44%0.94%
76600105永鼎股份 29.540.54% 3.5312.9425.0015.88 0.80%-24.23%-18.92%-25.54% 471.37%2024-12-30 431.87-48,034,208.002.45 0.17%1.83%
77002897意华股份 46.55-0.32% 0.009.4129.7615.67 -4.63%-34.01%-20.48%-22.54% 6.21%2024-12-30 85.82-22,966,976.0014.55 1.07%0.36%
78300913兆龙互连 31.00-0.74% 2.3529.417.1415.09 -0.95%-27.20%-5.60%-35.84% -50.33%2024-12-30 88.61-25,874,837.007.71 0.52%0.37%
79688027国盾量子 300.75-2.09% 44.718.245.9514.62 4.84%-8.66%-20.69%-38.44% -4.23%2024-12-30 241.73-49,179,506.00254.87 0.01%1.02%
80600498烽火通信 31.051.17% 15.2917.658.3313.45 2.05%-18.98%-16.59%-35.23% 56.34%2024-12-30 394.84-148,552,962.0012.94 0.31%1.67%
81688418震有科技 25.830.00% 32.9410.593.5712.25 0.56%-12.49%-19.25%-39.62% -12.26%2024-12-30 49.74-23,349,647.003.80 0.00%0.21%
82002796世嘉科技 21.47-1.20% 16.4711.760.008.00 -3.56%-18.15%-18.99%-55.45% 72.17%2024-12-30 48.98-17,792,945.003.30 0.00%0.21%
83301191菲菱科思 68.110.47% 18.823.531.195.65 -0.05%-16.64%-29.88%-46.99% -30.25%2024-12-30 49.76-18,379,638.0017.55 0.33%0.21%
84300502新易盛 294.12-1.36% 5.880.002.382.13 -9.65%-22.00%-42.78%-43.19% 144.20%2024-12-30 3,690.39-2,454,210,208.0017.42 0.24%10.00%
85688635长进光子 217.94-0.50% 24.7114.12—— 0.28%-15.69%-17.18%— -66.98%2026-05-27 38.70-21,660,604.0016.11 0.00%0.16%
86920045蘅东光 447.604.83% ———— 53.64%——— 52.20%2026-08-04 126.13-113,294,021.0014.62 0.00%0.53%
87920249利尔达 8.464.70% ———— -6.00%——— -7.44%2026-08-04 10.55-20,747.001.93 0.00%0.04%
88920374云里物里 14.363.16% ———— -4.34%——— -5.77%2026-08-04 6.80-949,966.003.04 0.00%0.03%
89920640富士达 26.680.30% ———— -0.07%——— -1.51%2026-08-04 48.1916,587,521.0043.74 0.00%0.20%

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。