SMStockMatrices
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2026-08-0516:15后自动更新

本期观察

截至2026-08-05,通信设备官方综合位次为第80/128位(Rank 42.34), 加权综合位次为第75/128位(Rank 44.84)。官方20R为8.59 (20日收益-8.10%);有效成分股为89/89只, 最大单股权重为10.00%。

官方20R、60R、120R分别为8.59、10.94和90.62。 相对上证指数的20日超额收益为-5.77%,自基准日以来收益为63.90%。

长期相对强度保持领先,但20日动量有所降温,需观察趋势是否重新扩散。

两种口径对照

成分股加权口径的综合位次为第75位,20日相对强度为3.91, 20日相对上证指数收益为-13.83%。官方指数与加权口径的位次差为5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 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% 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
1301165锐捷网络 115.527.37% 87.0697.6290.4892.65 8.71%11.83%20.47%47.93% 58.09%2024-12-30 1,286.47184.754.23 0.32%5.19%
2300615欣天科技 15.0219.97% 98.8296.4370.2486.43 77.50%48.15%17.45%7.74% 25.69%2024-12-30 22.99-335.152.38 0.33%0.09%
3300628亿联网络 39.43-0.55% 96.4795.2469.0585.01 1.73%16.19%10.04%6.99% -0.45%2024-12-30 286.2119.216.58 4.56%1.15%
4300205*ST天喻 5.152.79% 95.2979.7678.5782.39 1.08%14.77%-5.91%25.55% 17.05%2024-12-30 22.15-3.660.97 0.00%0.09%
5300620光库科技 260.982.61% 38.8292.8692.8682.05 21.52%-11.99%7.74%58.17% 416.59%2024-12-30 644.89368.098.65 0.08%2.60%
6300308中际旭创 947.74-7.27% 34.1291.6794.0581.11 -1.65%-13.68%1.07%65.64% 633.09%2024-12-30 10,519.34102.6729.62 0.14%10.00%
7688143长盈通 102.4013.53% 5.8898.8197.6279.75 14.45%-30.05%53.84%109.05% 338.36%2024-12-30 125.31551.1010.47 0.05%0.51%
8301205联特科技 261.08-2.20% 64.7190.4876.1979.61 12.45%1.33%0.72%20.17% 218.86%2024-12-30 218.64329.4612.42 0.08%0.88%
9603118共进股份 14.405.65% 65.8885.7177.3878.41 -14.77%2.05%-1.35%25.26% 52.70%2024-12-30 113.37145.756.43 0.21%0.46%
10002281光迅科技 171.55-0.45% 24.7176.1998.8174.94 0.05%-18.55%-6.89%143.85% 209.15%2024-12-30 1,348.95150.0716.70 0.00%5.44%
11300353东土科技 19.842.32% 58.8294.0557.1472.24 12.26%-0.42%9.41%-7.52% 65.89%2024-12-30 107.15147.433.59 0.00%0.43%
12002396星网锐捷 28.7010.00% 63.5383.3365.4872.23 7.74%0.95%-2.62%4.58% 45.10%2024-12-30 217.3853.399.03 0.67%0.88%
13002881美格智能 37.872.85% 78.8289.2947.6270.53 -0.85%7.17%0.23%-12.39% 24.16%2024-12-30 69.3180.158.93 0.26%0.28%
14000063中兴通讯 34.741.08% 52.9488.1060.7170.11 0.63%-3.45%-0.82%-2.11% -14.85%2024-12-30 1,399.2029.5815.65 1.18%5.64%
15688668鼎通科技 227.283.88% 8.2484.5285.7169.74 13.94%-27.61%-1.84%39.14% 342.18%2024-12-30 316.53131.6015.07 0.26%1.28%
16300710万隆光电 28.092.41% 61.1878.5759.5267.47 4.50%-0.07%-6.26%-3.70% 52.50%2024-12-30 20.95-95.414.36 0.00%0.08%
17002583海能达 8.64-0.92% 88.2480.9540.4866.22 5.36%11.83%-5.71%-16.30% -41.14%2024-12-30 110.83-60.951.12 0.00%0.45%
18300638广和通 21.321.04% 97.6586.9028.5765.72 3.72%25.57%-0.99%-22.75% -0.05%2024-12-30 113.0955.256.75 1.09%0.46%
19601869长飞光纤 312.4010.00% 18.8258.3396.4365.67 9.59%-21.48%-16.10%93.74% 883.01%2024-12-30 1,269.40317.8417.19 0.08%5.12%
20603083剑桥科技 149.560.59% 23.5367.8684.5265.66 2.13%-18.95%-12.95%37.88% 255.63%2024-12-30 412.17209.0320.27 0.20%1.66%
21002313日海智能 8.180.99% 84.7172.6248.8165.51 2.50%8.84%-10.47%-12.05% 0.12%2024-12-30 30.62-13.440.20 0.00%0.12%
22301307美利信 49.089.48% 0.0075.0088.1065.24 -2.57%-37.83%-7.41%45.12% 132.94%2024-12-30 53.39-18.2411.60 0.00%0.22%
23300627华测导航 28.770.38% 82.3582.1438.1064.57 -0.71%8.33%-3.53%-20.05% -32.00%2024-12-30 189.1733.335.20 1.55%0.76%
24600345长江通信 45.906.20% 27.0661.9079.7662.08 10.21%-17.43%-14.49%26.79% 91.97%2024-12-30 97.1169.0311.45 0.24%0.39%
25688100威胜信息 31.14-0.67% 92.9473.8134.5261.92 5.78%12.71%-9.67%-20.63% -18.18%2024-12-30 153.1122.987.19 1.75%0.62%
26300555ST路通 12.501.54% 48.2477.3852.3861.55 2.95%-5.76%-6.53%-9.26% 47.41%2024-12-30 24.75-27.072.06 0.00%0.10%
27300504天邑股份 14.602.82% 40.0065.4863.1059.43 5.34%-11.84%-13.66%3.17% -23.72%2024-12-30 31.86-38.157.72 0.00%0.13%
28301191菲菱科思 90.235.78% 9.4170.2472.6259.03 -5.21%-27.12%-10.89%17.33% 30.72%2024-12-30 65.92134.6517.42 0.16%0.27%
29300098高新兴 4.82-0.21% 89.4163.1039.2958.83 4.40%11.87%-14.41%-18.72% -16.32%2024-12-30 74.31-259.251.53 0.00%0.30%
30300414中光防雷 11.400.09% 90.5971.4329.7658.59 -1.65%12.26%-10.60%-22.36% 35.88%2024-12-30 35.74213.793.06 0.14%0.14%
31600522中天科技 32.006.88% 14.1246.4389.2957.11 7.76%-26.34%-19.43%47.57% 119.93%2024-12-30 1,092.1437.6310.88 0.81%4.41%
32600487亨通光电 54.418.24% 10.5945.2491.6756.88 8.06%-26.97%-19.58%54.63% 215.24%2024-12-30 1,335.0350.0712.86 0.50%5.39%
33003031中瓷电子 108.638.31% 20.0039.2986.9054.48 8.92%-21.14%-20.38%43.34% 99.32%2024-12-30 369.5187.0814.22 0.41%1.49%
34301314科瑞思 39.921.84% 56.4752.3850.0052.25 10.27%-2.56%-17.03%-11.66% 9.49%2024-12-30 7.29115.9818.83 0.60%0.03%
35002897意华股份 55.606.03% 3.5359.5267.8651.66 -0.16%-30.97%-15.23%5.98% 26.85%2024-12-30 102.5433.8714.15 0.90%0.41%
36600775南京熊猫 10.071.00% 94.1254.7626.1951.20 3.26%13.35%-16.37%-25.22% -2.80%2024-12-30 67.65857.493.39 0.10%0.27%
37300183东软载波 10.700.56% 85.8866.6716.6750.51 3.39%9.87%-13.52%-29.58% -42.57%2024-12-30 39.70472.496.69 0.05%0.16%
38600105永鼎股份 36.556.59% 22.3530.9583.3350.18 17.71%-20.85%-22.17%34.26% 606.96%2024-12-30 534.36228.712.25 0.14%2.16%
39002491通鼎互联 16.0610.00% 11.7622.6295.2449.50 6.99%-26.64%-27.79%78.28% 189.37%2024-12-30 188.94-258.582.05 0.00%0.76%
40300570太辰光 132.30-1.12% 2.3550.0071.4349.04 8.95%-33.25%-17.16%9.86% 68.17%2024-12-30 254.27100.516.79 0.76%1.03%
41002902铭普光磁 23.631.55% 55.2920.2473.8148.68 9.79%-3.08%-28.47%18.86% -5.86%2024-12-30 41.97-22.412.58 0.00%0.17%
42301202朗威股份 33.541.91% 37.6560.7141.6748.48 5.61%-12.09%-14.57%-16.24% -11.99%2024-12-30 26.7068.268.71 1.49%0.11%
43300502新易盛 424.30-5.29% 31.7638.1064.2947.31 -0.57%-14.61%-20.42%3.54% 252.29%2024-12-30 5,321.7562.0613.93 0.17%10.00%
44002296辉煌科技 9.040.33% 71.7657.1425.0047.21 -0.64%4.94%-16.12%-25.27% -12.15%2024-12-30 31.4118.826.41 1.44%0.13%
45300689澄天伟业 46.782.81% 4.7169.0545.2446.66 -3.83%-30.93%-12.85%-15.28% 71.42%2024-12-30 47.60351.806.04 0.10%0.19%
46002194武汉凡谷 9.170.55% 81.1847.6227.3846.24 2.90%7.85%-19.19%-24.37% -21.69%2024-12-30 46.85-537.823.62 0.00%0.19%
47688313仕佳光子 114.610.80% 28.2419.0582.1446.12 18.08%-16.91%-28.70%31.06% 572.20%2024-12-30 518.02139.173.80 0.26%2.09%
48300565科信技术 9.491.28% 74.1241.6735.7145.78 5.56%5.48%-20.19%-20.33% -23.90%2024-12-30 21.66-24.292.09 0.00%0.09%
49000070特发信息 14.174.89% 30.5923.8175.0045.64 10.09%-16.33%-26.27%19.95% 145.16%2024-12-30 121.40-24.830.93 0.00%0.49%
50003040楚天龙 11.330.80% 91.7655.9510.7145.02 3.51%12.54%-16.19%-33.09% -18.43%2024-12-30 51.76730.633.11 0.09%0.21%
51301577美信科技 52.503.73% 32.9444.0551.1944.68 5.19%-14.52%-19.63%-10.76% -13.25%2024-12-30 9.89-486.0816.36 0.00%0.04%
52300213佳讯飞鸿 6.31-0.47% 83.5351.1917.8644.32 4.04%8.56%-17.09%-28.43% -21.42%2024-12-30 34.85-22.433.45 0.00%0.14%
53688618三旺通信 28.335.00% 68.2416.6758.3343.65 4.76%3.51%-28.89%-7.26% 29.01%2024-12-30 31.1886.677.32 0.56%0.13%
54300590移为通信 10.872.64% 16.4742.8654.7642.34 5.58%-24.67%-20.04%-7.83% -29.92%2024-12-30 38.8967.394.00 1.10%0.16%
55001267汇绿生态 35.2810.01% 36.475.9580.9542.06 15.83%-12.21%-37.10%30.80% 341.72%2024-12-30 214.70314.422.03 0.18%0.87%
56603803瑞斯康达 10.213.44% 47.0610.7166.6740.36 3.31%-6.51%-31.86%4.85% -0.10%2024-12-30 43.38-97.233.62 0.00%0.17%
57600198大唐电信 7.251.12% 44.7140.4833.3338.46 1.97%-8.17%-20.24%-20.76% -19.35%2024-12-30 94.39-165.340.15 0.00%0.38%
58688080映翰通 35.380.57% 50.5964.295.9538.21 5.55%-4.91%-14.08%-36.13% 2.67%2024-12-30 26.0617.4915.87 0.31%0.11%
59300134大富科技 8.320.48% 76.4734.5222.6238.15 6.19%6.46%-21.10%-25.84% -32.96%2024-12-30 63.86-23.684.75 0.00%0.26%
60301419阿莱德 30.383.79% 25.8826.1955.9538.03 10.51%-17.72%-24.30%-7.82% -0.65%2024-12-30 30.1271.666.16 1.05%0.12%
61300711广哈通信 15.860.51% 75.2953.573.5737.92 5.78%5.85%-16.93%-38.28% -34.25%2024-12-30 39.4046.425.29 1.26%0.16%
62002104恒宝股份 10.690.85% 70.5948.817.1436.50 4.75%4.82%-17.84%-35.82% 51.63%2024-12-30 64.11128.902.98 0.31%0.26%
63603421鼎信通讯 5.831.22% 67.0625.0032.1436.27 4.50%2.67%-25.55%-20.98% -26.39%2024-12-30 38.02-5.973.69 0.00%0.15%
64600776东方通信 12.950.54% 80.0028.5721.4336.00 3.72%7.44%-23.58%-27.55% 10.87%2024-12-30 123.8045.422.98 0.42%0.50%
65688418震有科技 36.482.96% 29.4129.7644.0535.41 6.82%-16.73%-22.75%-15.31% 23.91%2024-12-30 70.24-105.874.24 0.00%0.28%
66300394天孚通信 216.852.29% 42.3517.8646.4334.18 17.78%-9.41%-28.70%-15.03% 126.14%2024-12-30 2,360.17117.265.01 0.39%9.52%
67000586汇源通信 11.662.73% 57.6511.9042.8633.43 8.70%-2.10%-31.27%-15.92% 16.14%2024-12-30 22.29-1,213.291.65 0.00%0.09%
68002017东信和平 14.00-0.14% 72.9435.718.3332.21 3.96%5.35%-20.78%-35.05% 25.90%2024-12-30 81.2149.813.08 1.04%0.33%
69300548长芯博创 159.43-0.11% 15.298.3361.9031.15 8.65%-25.53%-33.37%3.12% 233.88%2024-12-30 469.06140.366.88 0.18%1.89%
70688027国盾量子 421.803.85% 60.0032.1413.1030.10 8.26%-0.26%-22.08%-31.16% 34.32%2024-12-30 339.028,046.6431.34 0.00%1.37%
71688182灿勤科技 25.075.47% 12.9436.9030.9529.73 3.46%-26.61%-20.48%-22.26% 35.04%2024-12-30 100.2883.315.58 0.40%0.40%
72300698万马科技 26.363.66% 69.4127.3811.9029.60 8.16%4.38%-23.98%-31.63% -26.27%2024-12-30 31.2575.093.99 0.00%0.13%
73600498烽火通信 36.907.08% 7.0615.4853.5729.03 5.47%-29.60%-29.49%-8.28% 85.80%2024-12-30 469.23114.9912.86 0.26%1.89%
74300563神宇股份 23.702.16% 43.5333.3315.4828.23 4.78%-9.24%-21.14%-30.49% -61.05%2024-12-30 30.0358.346.12 0.99%0.12%
75603042华脉科技 12.581.29% 77.653.5723.8126.48 8.47%6.90%-38.81%-25.65% -21.38%2024-12-30 26.26-41.733.98 0.09%0.11%
76688387信科移动-U 13.654.20% 17.6514.2936.9024.01 10.49%-22.13%-29.75%-20.30% 122.31%2024-12-30 275.29-173.131.72 0.00%1.11%
77300913兆龙互连 35.631.51% 51.7613.1020.2423.69 7.03%-3.46%-31.21%-27.60% -42.91%2024-12-30 101.8552.797.56 0.45%0.41%
78603236移远通信 47.322.00% 54.1221.431.1919.87 -7.53%-3.26%-27.98%-42.03% -32.53%2024-12-30 190.6822.7817.08 1.33%0.77%
79002792通宇通讯 30.746.92% 62.359.524.7618.18 26.94%0.29%-32.98%-37.14% 95.55%2024-12-30 103.85391.545.36 0.08%0.42%
80688159有方科技 33.201.75% 41.184.7614.2915.85 8.96%-10.74%-37.33%-30.69% 2.69%2024-12-30 30.80112.6410.06 0.00%0.12%
81688283坤恒顺维 27.432.89% 45.887.142.3812.99 7.93%-7.94%-33.68%-41.29% 12.74%2024-12-30 33.4171.427.88 0.94%0.13%
82688205德科立 128.591.93% 21.180.0019.0511.85 4.25%-21.14%-48.08%-28.19% 34.62%2024-12-30 204.76286.1614.81 0.08%0.83%
83002796世嘉科技 27.843.84% 35.291.199.5211.34 7.87%-12.25%-45.18%-33.93% 123.26%2024-12-30 63.39-124.253.34 0.00%0.26%
84688592司南导航 24.010.54% 49.412.380.0010.83 11.95%-5.64%-39.94%-46.77% -36.40%2024-12-30 13.29177.038.14 0.23%0.05%
85688635长进光子 254.707.02% 1.18 12.65%-33.40% -61.41%2026-05-27 45.23249.4515.98 0.00%0.18%
86920045蘅东光 323.8110.11% 10.11%2026-08-04 91.24101.2711.75 0.00%0.37%
87920249利尔达 9.332.08% 2.08%2026-08-04 11.6392.941.84 0.00%0.05%
88920374云里物里 15.703.02% 3.02%2026-08-04 5.4886.922.99 0.00%0.02%
89920640富士达 27.381.07% 1.07%2026-08-04 49.4566.134.85 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。