EASTMONEY L2 INDUSTRY
航运港口（BK0450）动量观察
所属东方财富一级行业：交通运输。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，航运港口官方综合位次为第1/128位（Rank 92.34）， 加权综合位次为第2/128位（Rank 93.44）。官方20R为86.72 （20日收益9.45%）；有效成分股为35/35只， 最大单股权重为10.00%。
官方20R、60R、120R分别为86.72、93.75和93.75。 相对上证指数的20日超额收益为11.77%，自基准日以来收益为21.66%。
短、中、长期相对强度均位于行业前列，趋势共振较强。
两种口径对照
成分股加权口径的综合位次为第2位，20日相对强度为85.94， 20日相对上证指数收益为11.56%。官方指数与加权口径的位次差为1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35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 | 600428 | 中远海特 | 11.73 | 1.30% | 97.14 | 97.14 | 94.29 | 96.00 | 3.05% | 45.38% | 51.72% | 61.68% | 61.35% | 2024-12-30 | 251.80 | 18.08 | 5.89 | 2.77% | 3.03% |
| 2 | 601872 | 招商轮船 | 18.10 | 7.87% | 88.57 | 85.71 | 97.14 | 90.86 | 9.81% | 18.73% | 9.72% | 61.77% | 177.61% | 2024-12-30 | 1,461.49 | 24.31 | 5.32 | 1.77% | 10.00% |
| 3 | 000582 | 北部湾港 | 12.91 | 2.22% | 85.71 | 88.57 | 91.43 | 89.14 | 3.48% | 18.53% | 10.60% | 37.34% | 65.94% | 2024-12-30 | 278.45 | 31.31 | 8.02 | 1.21% | 3.35% |
| 4 | 601919 | 中远海控 | 15.40 | 0.26% | 65.71 | 94.29 | 80.00 | 82.86 | -2.27% | 12.41% | 17.27% | 12.95% | -1.91% | 2024-12-30 | 1,933.71 | 7.62 | 14.95 | 6.55% | 10.00% |
| 5 | 601000 | 唐山港 | 4.75 | -0.84% | 82.86 | 80.00 | 82.86 | 81.71 | -1.72% | 15.42% | 7.97% | 15.64% | 0.42% | 2024-12-30 | 281.48 | 14.09 | 3.49 | 4.21% | 3.39% |
| 6 | 000088 | 盐 田 港 | 4.51 | -0.66% | 51.43 | 71.43 | 68.57 | 66.29 | 1.20% | 9.97% | 6.23% | 5.55% | -7.77% | 2024-12-30 | 142.65 | 16.20 | 3.44 | 4.32% | 1.72% |
| 7 | 001872 | 招商港口 | 21.95 | -1.17% | 20.00 | 65.71 | 88.57 | 65.71 | 0.08% | 6.11% | 5.10% | 17.97% | 6.86% | 2024-12-30 | 505.34 | 11.81 | 25.52 | 3.64% | 6.08% |
| 8 | 601298 | 青岛港 | 8.99 | 0.56% | 68.57 | 77.14 | 51.43 | 65.14 | -1.08% | 13.45% | 7.09% | -3.05% | 0.67% | 2024-12-30 | 484.75 | 11.07 | 7.25 | 3.86% | 5.83% |
| 9 | 603565 | 中谷物流 | 10.64 | 0.57% | 60.00 | 57.14 | 74.29 | 64.57 | 0.51% | 11.91% | 4.09% | 10.74% | 7.58% | 2024-12-30 | 223.45 | 11.17 | 4.97 | 6.30% | 2.69% |
| 10 | 600018 | 上港集团 | 5.17 | -0.39% | 8.57 | 82.86 | 71.43 | 63.43 | -1.30% | 4.30% | 8.56% | 8.89% | -15.25% | 2024-12-30 | 1,201.86 | 8.87 | 6.08 | 3.77% | 10.00% |
| 11 | 601326 | 秦港股份 | 3.45 | -1.15% | 28.57 | 74.29 | 65.71 | 61.71 | -2.73% | 7.83% | 6.55% | 3.79% | 1.47% | 2024-12-30 | 164.14 | 12.00 | 3.59 | 3.33% | 1.98% |
| 12 | 600717 | 天津港 | 4.35 | -0.68% | 45.71 | 62.86 | 54.29 | 56.00 | -1.76% | 9.74% | 4.43% | -2.20% | -12.12% | 2024-12-30 | 125.89 | 12.84 | 7.02 | 2.34% | 1.52% |
| 13 | 600026 | 中远海能 | 17.87 | 6.05% | 80.00 | 11.43 | 85.71 | 54.86 | 9.55% | 15.22% | -11.35% | 17.26% | 49.54% | 2024-12-30 | 684.06 | 24.22 | 8.43 | 2.13% | 8.23% |
| 14 | 601083 | 锦江航运 | 11.32 | 0.09% | 54.29 | 42.86 | 62.86 | 53.14 | -1.22% | 10.55% | 0.53% | 1.82% | 16.46% | 2024-12-30 | 21.97 | 9.76 | 6.86 | 7.17% | 0.26% |
| 15 | 601975 | 招商南油 | 3.80 | 2.70% | 71.43 | 14.29 | 77.14 | 50.86 | 4.25% | 14.75% | -10.48% | 10.80% | 19.12% | 2024-12-30 | 177.85 | 13.56 | 2.53 | 0.71% | 2.14% |
| 16 | 600179 | 安通控股 | 4.40 | 1.38% | 5.71 | 91.43 | 28.57 | 49.14 | 0.08% | -0.33% | 12.74% | -8.39% | 50.17% | 2024-12-30 | 169.94 | 17.14 | 2.86 | 0.00% | 2.05% |
| 17 | 603167 | 渤海轮渡 | 8.78 | -0.34% | 2.86 | 60.00 | 57.14 | 47.43 | -0.50% | -0.87% | 4.25% | -2.04% | -1.57% | 2024-12-30 | 41.19 | 15.65 | 7.02 | 10.25% | 0.50% |
| 18 | 601866 | XD中远海 | 2.44 | -0.41% | 40.00 | 37.14 | 60.00 | 46.86 | -1.30% | 9.35% | -0.64% | -0.03% | -7.92% | 2024-12-30 | 236.93 | 19.91 | 2.35 | 1.52% | 2.85% |
| 19 | 000520 | 凤凰航运 | 3.94 | 2.07% | 0.00 | 68.57 | 45.71 | 45.71 | 1.84% | -8.13% | 5.50% | -3.72% | -15.99% | 2024-12-30 | 39.88 | -90.74 | 0.42 | 0.00% | 0.48% |
| 20 | 601228 | 广州港 | 3.08 | -0.65% | 25.71 | 54.29 | 40.00 | 42.86 | -1.30% | 7.81% | 3.04% | -5.81% | -10.20% | 2024-12-30 | 232.37 | 28.28 | 2.83 | 1.07% | 2.80% |
| 21 | 601880 | 辽港股份 | 1.49 | -1.97% | 34.29 | 31.43 | 48.57 | 38.86 | -1.30% | 8.76% | -1.72% | -3.37% | -12.35% | 2024-12-30 | 274.35 | 26.88 | 1.69 | 1.92% | 3.30% |
| 22 | 601022 | 宁波远洋 | 8.22 | 0.24% | 42.86 | 48.57 | 25.71 | 38.29 | -0.82% | 9.64% | 1.70% | -9.00% | 0.37% | 2024-12-30 | 107.57 | 16.45 | 4.72 | 1.82% | 1.29% |
| 23 | 603209 | 兴通股份 | 13.67 | 1.11% | 11.43 | 51.43 | 34.29 | 36.57 | 2.81% | 4.42% | 2.58% | -6.69% | -16.60% | 2024-12-30 | 43.95 | 16.46 | 10.44 | 1.45% | 0.53% |
| 24 | 600017 | 日照港 | 2.75 | -0.36% | 22.86 | 45.71 | 31.43 | 35.43 | -0.94% | 7.29% | 0.57% | -6.92% | -15.38% | 2024-12-30 | 84.58 | 17.10 | 4.51 | 2.64% | 1.02% |
| 25 | 600751 | 海航科技 | 3.29 | 0.61% | 91.43 | 22.86 | 14.29 | 33.14 | 8.00% | 20.25% | -5.04% | -11.67% | 22.67% | 2024-12-30 | 84.66 | 92.74 | 2.59 | 0.55% | 1.02% |
| 26 | 600798 | 宁波海运 | 3.25 | 0.62% | 37.14 | 25.71 | 37.14 | 32.57 | 0.26% | 8.89% | -4.43% | -6.30% | 6.91% | 2024-12-30 | 39.21 | 143.22 | 3.25 | 0.62% | 0.47% |
| 27 | 920571 | 国航远洋 | 8.63 | 3.48% | 57.14 | 2.86 | 42.86 | 29.71 | 6.03% | 10.88% | -16.19% | -3.73% | 53.56% | 2024-12-30 | 25.55 | 172.95 | 2.49 | 0.00% | 0.31% |
| 28 | 601008 | 连云港 | 4.41 | 0.23% | 31.43 | 40.00 | 17.14 | 29.14 | -0.62% | 8.08% | -0.53% | -10.86% | 13.66% | 2024-12-30 | 54.71 | 32.07 | 3.34 | 1.36% | 0.66% |
| 29 | 600279 | 重庆港 | 4.30 | 0.00% | 74.29 | 20.00 | 8.57 | 26.29 | -0.13% | 14.81% | -6.42% | -14.72% | -11.76% | 2024-12-30 | 51.04 | 104.59 | 5.66 | 0.40% | 0.61% |
| 30 | 601018 | 宁波港 | 3.39 | -1.17% | 17.14 | 34.29 | 20.00 | 25.14 | -2.76% | 5.06% | -1.63% | -10.17% | -12.18% | 2024-12-30 | 659.50 | 12.76 | 4.13 | 3.54% | 7.94% |
| 31 | 001205 | 盛航股份 | 13.66 | 1.04% | 14.29 | 28.57 | 22.86 | 23.43 | 1.71% | 4.42% | -2.80% | -9.86% | -25.19% | 2024-12-30 | 22.74 | 23.64 | 11.38 | 1.08% | 0.27% |
| 32 | 603162 | 海通发展 | 11.19 | 4.29% | 94.29 | 0.00 | 5.71 | 21.14 | 0.05% | 24.22% | -31.28% | -18.44% | 19.30% | 2024-12-30 | 47.25 | 33.08 | 3.54 | 0.60% | 0.57% |
| 33 | 002320 | 海峡股份 | 6.88 | 0.73% | 62.86 | 17.14 | 0.00 | 19.43 | 2.94% | 12.23% | -8.53% | -30.26% | 2.53% | 2024-12-30 | 153.82 | 88.84 | 1.80 | 0.58% | 1.85% |
| 34 | 000905 | 厦门港务 | 8.73 | 0.81% | 77.14 | 5.71 | 2.86 | 18.86 | 1.64% | 14.83% | -16.05% | -25.39% | 34.10% | 2024-12-30 | 64.76 | 65.45 | 5.90 | 0.93% | 0.78% |
| 35 | 002040 | 南 京 港 | 8.18 | 0.12% | 48.57 | 8.57 | 11.43 | 17.71 | -0.19% | 9.82% | -14.20% | -14.68% | 23.75% | 2024-12-30 | 39.76 | 21.52 | 6.99 | 1.42% | 0.48% |
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。