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EASTMONEY L2 INDUSTRY

塑料(BK0454)动量观察

所属东方财富一级行业:基础化工。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,塑料官方综合位次为第53/128位(Rank 52.66), 加权综合位次为第63/128位(Rank 48.75)。官方20R为10.16 (20日收益-7.39%);有效成分股为77/77只, 最大单股权重为10.00%。

官方20R、60R、120R分别为10.16、42.19和84.38。 相对上证指数的20日超额收益为-5.06%,自基准日以来收益为68.82%。

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63位,20日相对强度为9.38, 20日相对上证指数收益为-9.53%。官方指数与加权口径的位次差为10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77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
1603580艾艾精工 56.224.52% 98.7098.6898.6798.68 -4.32%128.11%186.29%241.91% 213.73%2024-12-30 73.46167.573.48 0.15%1.45%
2688585上纬新材 159.791.56% 93.5196.0586.6791.79 24.29%13.27%22.85%21.60% 2256.78%2024-12-30 644.531,568.753.22 0.00%10.00%
3300834星辉环材 40.153.80% 83.1269.7496.0082.92 5.76%6.16%-6.16%68.26% 98.76%2024-12-30 77.09154.8314.76 0.36%1.52%
4002585双星新材 9.415.14% 38.9692.1192.0081.43 18.26%-6.75%15.15%40.44% 71.09%2024-12-30 83.44-20.367.29 0.21%1.65%
5300305裕兴股份 6.250.16% 97.4076.3273.3379.34 21.97%21.83%0.70%0.22% 11.61%2024-12-30 20.09-9.185.17 0.00%0.40%
6688669聚石化学 59.534.11% 6.4997.3797.3379.18 -0.95%-27.97%71.29%132.74% 294.76%2024-12-30 72.23-46.648.95 0.00%1.42%
7301092争光股份 43.525.73% 29.8794.7488.0079.07 12.68%-13.87%19.42%25.41% 81.71%2024-12-30 26.5458.3914.46 0.60%0.52%
8300716*ST泉为 17.561.50% 20.7890.7993.3377.80 -0.44%-18.75%13.25%40.67% 45.24%2024-12-30 28.10-12.69 0.00%0.55%
9002768国恩股份 57.106.53% 57.1480.2678.6775.00 18.25%-2.52%1.58%7.08% 139.71%2024-12-30 144.0429.6315.15 0.59%2.84%
10300221银禧科技 12.342.58% 25.9793.4280.0074.56 11.29%-15.95%17.08%7.92% 104.30%2024-12-30 57.0152.803.08 0.81%1.12%
11300487蓝晓科技 64.081.04% 54.5588.1669.3373.91 6.66%-2.60%9.91%-2.61% 30.54%2024-12-30 197.3836.378.58 0.55%3.89%
12301003江苏博云 49.206.08% 61.0471.0581.3373.16 1.93%-0.11%-5.21%9.54% 121.82%2024-12-30 36.9746.8311.52 1.22%0.73%
13605589圣泉集团 38.917.46% 9.0986.8490.6772.82 9.14%-25.56%9.25%34.40% 61.32%2024-12-30 329.1532.7212.24 1.67%6.49%
14603330天洋新材 7.201.41% 40.2689.4772.0072.64 6.48%-6.65%9.96%0.14% 5.11%2024-12-30 31.15-12.763.01 0.00%0.61%
15000920沃顿科技 11.452.88% 74.0384.2160.0072.49 0.47%3.21%7.97%-7.40% 24.59%2024-12-30 54.1124.544.09 1.96%1.07%
16000859国风新材 8.633.23% 76.6277.6350.6766.64 8.35%4.34%0.97%-10.24% 67.57%2024-12-30 77.32-106.703.01 0.00%1.53%
17600143金发科技 16.001.33% 90.9172.3748.0066.33 8.66%10.80%-1.22%-10.69% 76.60%2024-12-30 421.5737.207.31 1.25%8.32%
18603928兴业股份 11.9410.05% 10.3982.8976.0065.64 2.43%-24.69%5.29%3.27% 89.76%2024-12-30 40.6840.064.65 1.29%0.80%
19688323瑞华泰 26.136.65% 7.7985.5370.6764.04 9.27%-27.30%8.09%0.09% 112.44%2024-12-30 52.36-56.715.67 0.00%1.03%
20301395仁信新材 11.98-0.75% 89.6153.9561.3364.03 32.85%8.25%-12.95%-7.26% 6.21%2024-12-30 15.2586.835.93 0.00%0.30%
21301565中仑新材 20.890.48% 70.1378.9545.3363.74 6.15%2.81%1.23%-11.62% -4.48%2024-12-30 26.74106.816.11 0.00%0.53%
22601208东材科技 39.3310.01% 2.6061.8494.6763.12 6.15%-28.51%-8.79%45.62% 403.59%2024-12-30 397.30139.195.98 0.38%7.84%
23688219会通股份 10.740.09% 45.4575.0058.6762.56 0.98%-4.60%0.56%-7.89% 2.19%2024-12-30 59.0330.305.40 1.39%1.16%
24603879永悦科技 5.052.02% 96.1068.4237.3361.52 6.37%19.77%-7.15%-14.68% 32.89%2024-12-30 18.15-34.140.64 0.00%0.36%
25001359平安电工 86.179.99% 24.6855.2685.3361.17 9.97%-17.00%-12.62%21.08% 228.89%2024-12-30 51.9586.008.56 0.36%1.02%
26605008长鸿高科 11.45-0.35% 49.3581.5842.6759.57 -6.52%-4.05%1.75%-12.13% -6.07%2024-12-30 73.96-926.203.02 0.00%1.46%
27002108沧州明珠 4.400.46% 92.2135.5365.3358.79 0.31%12.33%-19.54%-4.44% 25.00%2024-12-30 72.5147.233.01 1.14%1.43%
28300230永利股份 4.23-0.24% 81.8264.4740.0058.15 0.38%6.00%-8.43%-13.05% -7.44%2024-12-30 26.6420.123.85 4.37%0.53%
29002825纳尔股份 8.440.96% 85.7165.7936.0057.86 6.07%6.53%-7.71%-17.34% 5.11%2024-12-30 21.6620.484.74 1.41%0.43%
30301090华润材料 6.620.61% 88.3143.4256.0057.43 3.11%7.91%-16.88%-8.36% -8.06%2024-12-30 97.38-113.224.47 0.00%1.92%
31300243瑞丰高材 14.004.17% 33.7732.8989.3355.64 4.44%-10.82%-19.82%31.58% 45.08%2024-12-30 31.31129.035.53 0.64%0.62%
32300180华峰超纤 4.50-0.22% 94.8167.1121.3354.34 4.58%15.96%-7.28%-26.43% -32.43%2024-12-30 77.07118.692.65 0.11%1.52%
33002263大东南 3.050.66% 80.5238.1657.3354.30 3.15%5.72%-18.35%-8.20% 20.08%2024-12-30 57.29310.301.48 0.00%1.13%
34301555惠柏新材 30.491.63% 18.1859.2166.6753.99 6.21%-19.63%-10.91%-4.11% 27.84%2024-12-30 14.7438.6112.24 0.72%0.29%
35300538同益股份 13.822.67% 48.0563.1646.6753.54 3.00%-4.55%-8.77%-10.97% -14.74%2024-12-30 16.72-49.314.97 0.14%0.33%
36300478杭州高新 27.935.32% 15.5839.4784.0052.51 14.73%-21.24%-17.82%11.38% 203.26%2024-12-30 35.38-129.340.25 0.00%0.70%
37300717华信新材 17.991.35% 12.9960.5352.0047.61 5.52%-23.94%-9.62%-10.21% 25.37%2024-12-30 18.3233.597.11 1.11%0.36%
38603150万朗磁塑 49.832.45% 22.0822.3782.6746.43 3.07%-18.58%-23.53%10.95% 88.61%2024-12-30 42.6038.2620.17 0.66%0.84%
39000973佛塑科技 12.492.29% 55.8410.5377.3346.31 -0.42%-2.55%-29.73%6.88% 107.37%2024-12-30 120.83284.233.71 0.10%2.38%
40301687新广益 49.816.43% 32.4744.7454.6746.25 8.94%-13.15%-16.64%-8.98% -30.16%2025-12-31 15.5259.3310.14 0.60%0.31%
41001333光华股份 19.623.26% 75.3252.6325.3346.25 8.12%3.67%-13.07%-23.45% 16.58%2024-12-30 25.1121.6813.53 1.83%0.50%
42301131聚赛龙 32.920.09% 87.0148.6822.6745.94 6.56%7.24%-15.07%-26.14% -7.08%2024-12-30 12.8954.9820.07 1.08%0.25%
43002838道恩股份 26.355.06% 28.5731.5868.0045.55 0.47%-14.26%-19.87%-2.89% 119.58%2024-12-30 110.8466.737.77 0.45%2.19%
44920469富恒新材 5.773.78% 72.7373.681.3344.55 3.99%3.03%-0.29%-42.46% -51.23%2024-12-30 5.97-8.092.05 0.00%0.12%
45300218安利股份 12.02-0.08% 51.9556.5828.0044.22 1.87%-3.84%-11.41%-23.33% -22.00%2024-12-30 26.0019.866.99 2.13%0.51%
46920089禾昌聚合 10.460.77% 79.2251.3218.6743.84 0.25%5.48%-13.50%-27.78% 20.79%2024-12-30 11.6712.326.58 0.00%0.23%
47688718唯赛勃 13.182.81% 35.0625.0064.0042.61 7.17%-10.62%-22.55%-5.13% 27.84%2024-12-30 22.9050.364.64 0.88%0.45%
48688203海正生材 10.030.10% 84.4228.9534.6742.33 7.24%6.27%-20.94%-20.72% 0.91%2024-12-30 20.33206.067.27 0.00%0.40%
49002886沃特股份 18.913.90% 27.2746.0541.3340.41 5.96%-15.35%-15.14%-12.82% 9.29%2024-12-30 39.5477.296.95 0.40%0.78%
50002361神剑股份 11.412.79% 71.432.6362.6740.41 21.91%2.95%-35.68%-6.34% 130.51%2024-12-30 92.31816.002.31 0.00%1.82%
51688716中研股份 29.104.98% 23.3857.8930.6740.10 13.53%-17.11%-11.33%-21.86% -26.18%2024-12-30 20.35298.399.48 0.69%0.40%
52605488福莱新材 27.973.17% 42.8650.0026.6739.24 18.28%-4.96%-14.68%-23.37% 24.92%2024-12-30 77.19108.577.36 0.54%1.52%
53920066科拜尔 16.951.25% 64.9447.3716.0038.33 1.30%0.76%-15.09%-28.22% -32.98%2024-12-30 3.3737.666.40 0.00%0.07%
54300995奇德新材 25.991.21% 63.6442.1117.3336.50 5.39%0.74%-17.11%-27.91% 63.40%2024-12-30 15.78121.959.77 0.69%0.31%
55300586美联新材 8.694.70% 5.1934.2153.3336.06 11.85%-28.04%-19.61%-10.07% 2.36%2024-12-30 46.46-87.762.59 0.00%0.92%
56002522浙江众成 5.040.80% 53.2518.4244.0035.62 2.83%-3.11%-26.83%-11.90% 25.69%2024-12-30 45.6178.362.56 0.40%0.90%
57002632道明光学 8.281.10% 67.5330.2620.0033.61 2.98%1.85%-20.21%-27.70% -13.84%2024-12-30 47.5623.333.39 3.62%0.94%
58300920润阳科技 30.072.98% 59.7423.6829.3333.16 10.90%-1.23%-22.74%-22.89% 72.52%2024-12-30 25.97144.969.00 0.26%0.51%
59301196唯科科技 75.7011.77% 11.690.0074.6732.20 13.17%-24.36%-42.45%2.41% 125.36%2024-12-30 81.6048.3819.92 1.32%1.61%
60300644南京聚隆 21.491.22% 50.6540.7913.3331.78 5.88%-3.95%-17.72%-32.27% -6.16%2024-12-30 18.9617.969.51 1.16%0.37%
61920056能之光 16.661.46% 66.2336.848.0031.18 2.56%1.79%-19.50%-35.01% -47.76%2025-08-22 5.1424.736.58 0.00%0.10%
62600135乐凯胶片 7.310.27% 62.349.2133.3329.49 3.12%0.71%-30.29%-21.13% 9.60%2024-12-30 40.45-40.974.25 0.00%0.80%
63301237和顺科技 51.346.32% 14.2927.6338.6729.38 5.52%-23.71%-21.33%-14.53% 116.88%2024-12-30 29.91-22.6014.46 0.00%0.59%
64001255博菲电气 24.852.26% 77.9226.326.6728.78 6.55%4.55%-21.39%-35.73% -14.96%2024-12-30 19.20140.6510.31 0.16%0.38%
65301019宁波色母 15.122.09% 58.4419.7414.6725.45 3.62%-2.16%-26.63%-31.71% -15.01%2024-12-30 21.9527.225.21 3.58%0.43%
66001378德冠新材 17.811.66% 46.7515.7924.0025.27 7.56%-4.57%-27.52%-23.85% -25.14%2024-12-30 15.0237.3810.60 2.80%0.30%
67002395双象股份 12.330.65% 68.8311.849.3322.24 2.66%2.25%-29.66%-34.52% -26.91%2024-12-30 33.0716.375.58 1.62%0.65%
68301216万凯新材 16.732.01% 31.173.9532.0020.61 3.19%-13.43%-35.29%-21.84% 65.28%2024-12-30 91.1157.4011.15 0.90%1.80%
69300806斯迪克 45.929.65% 0.001.3249.3320.26 10.29%-43.19%-38.59%-10.53% 238.39%2024-12-30 209.70482.203.67 0.02%4.14%
70301538骏鼎达 39.292.93% 36.3614.4712.0017.86 8.44%-9.34%-28.36%-33.73% -3.47%2024-12-30 17.1722.1013.18 0.55%0.34%
71301591肯特股份 28.794.88% 16.8821.052.6712.86 8.16%-20.96%-25.23%-37.30% -27.10%2024-12-30 12.8747.718.37 0.51%0.25%
72300539横河精密 19.351.42% 41.565.264.0012.02 10.61%-5.00%-35.05%-37.13% 76.39%2024-12-30 42.1698.344.26 0.98%0.83%
73300980祥源新材 21.511.22% 1.3017.1110.6711.37 5.76%-30.24%-27.04%-34.41% -2.27%2024-12-30 21.1559.7510.10 0.91%0.42%
74002324普利特 9.450.75% 37.667.890.0010.69 4.52%-7.41%-30.37%-43.15% -2.94%2024-12-30 73.3628.604.16 0.57%1.45%
75688386泛亚微透 53.304.51% 3.9013.165.338.18 3.20%-28.45%-28.89%-37.00% 70.72%2024-12-30 48.5048.9014.89 0.66%0.96%
76920028新恒泰 14.142.69% 44.166.58 1.08%-4.65%-31.37% -37.71%2026-03-20 9.1920.896.90 0.00%0.18%
77920161龙辰科技 25.429.43% 19.48 6.41%-19.05% -37.92%2026-05-27 9.3840.417.43 0.00%0.19%

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。