EASTMONEY L2 INDUSTRY
元件（BK0459）动量观察
所属东方财富一级行业：电子。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，元件官方综合位次为第15/128位（Rank 75.62）， 加权综合位次为第9/128位（Rank 80.62）。官方20R为1.56 （20日收益-15.93%）；有效成分股为67/67只， 最大单股权重为10.00%。
官方20R、60R、120R分别为1.56、89.06和99.22。 相对上证指数的20日超额收益为-13.60%，自基准日以来收益为127.46%。
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9位，20日相对强度为6.25， 20日相对上证指数收益为-11.29%。官方指数与加权口径的位次差为6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67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 | 000636 | 风华高科 | 57.80 | 6.39% | 81.82 | 98.48 | 95.38 | 93.91 | 20.35% | -2.45% | 104.24% | 193.65% | 284.31% | 2024-12-30 | 668.75 | 236.04 | 10.68 | 0.17% | 2.60% |
| 2 | 300408 | 三环集团 | 128.19 | 5.96% | 86.36 | 95.45 | 93.85 | 92.99 | 16.42% | 0.61% | 53.30% | 163.47% | 229.62% | 2024-12-30 | 2,396.90 | 97.32 | 10.84 | 0.34% | 9.32% |
| 3 | 603115 | 海星股份 | 77.58 | 10.00% | 45.45 | 86.36 | 98.46 | 83.02 | 9.67% | -17.07% | 30.15% | 233.52% | 490.41% | 2024-12-30 | 189.75 | 92.01 | 8.34 | 0.76% | 0.74% |
| 4 | 002141 | 贤丰控股 | 5.63 | 2.74% | 89.39 | 96.97 | 63.08 | 81.90 | -11.94% | 2.86% | 60.55% | 46.83% | 225.43% | 2024-12-30 | 58.15 | 370.48 | 0.78 | 0.00% | 0.23% |
| 5 | 688519 | 南亚新材 | 252.16 | 6.82% | 34.85 | 87.88 | 96.92 | 80.89 | 16.93% | -18.75% | 35.49% | 218.09% | 1032.79% | 2024-12-30 | 593.03 | 246.76 | 11.97 | 0.12% | 2.31% |
| 6 | 600183 | 生益科技 | 122.79 | 9.41% | 48.48 | 92.42 | 84.62 | 80.51 | 12.20% | -13.26% | 51.39% | 91.09% | 388.81% | 2024-12-30 | 2,961.39 | 89.46 | 6.58 | 0.98% | 10.00% |
| 7 | 002484 | 江海股份 | 64.24 | 8.31% | 31.82 | 93.94 | 89.23 | 79.63 | 3.32% | -20.90% | 52.82% | 125.03% | 250.27% | 2024-12-30 | 527.07 | 80.99 | 7.30 | 0.40% | 2.05% |
| 8 | 002199 | 东晶电子 | 13.75 | 1.63% | 96.97 | 72.73 | 76.92 | 79.25 | 1.38% | 18.36% | 16.93% | 70.72% | 75.61% | 2024-12-30 | 31.75 | -66.92 | 0.74 | 0.00% | 0.12% |
| 9 | 002938 | 鹏鼎控股 | 91.13 | 2.39% | 87.88 | 77.27 | 64.62 | 74.33 | 6.54% | 2.15% | 22.89% | 49.30% | 143.60% | 2024-12-30 | 2,105.86 | 56.50 | 13.96 | 1.10% | 8.19% |
| 10 | 002463 | 沪电股份 | 115.60 | 3.43% | 71.21 | 69.70 | 78.46 | 73.51 | 8.53% | -7.50% | 14.34% | 70.79% | 183.47% | 2024-12-30 | 2,222.77 | 58.20 | 8.23 | 0.43% | 8.64% |
| 11 | 600563 | 法拉电子 | 141.69 | 1.55% | 90.91 | 75.76 | 60.00 | 72.48 | 3.11% | 2.93% | 20.40% | 36.64% | 19.26% | 2024-12-30 | 318.80 | 26.74 | 25.67 | 1.62% | 1.24% |
| 12 | 002138 | 顺络电子 | 49.60 | 5.02% | 66.67 | 90.91 | 56.92 | 72.47 | 13.64% | -9.18% | 41.31% | 35.98% | 53.61% | 2024-12-30 | 380.11 | 39.17 | 8.14 | 1.60% | 1.48% |
| 13 | 301176 | 逸豪新材 | 44.00 | 6.18% | 53.03 | 71.21 | 83.08 | 72.32 | 8.20% | -12.57% | 16.78% | 89.84% | 151.28% | 2024-12-30 | 72.18 | -126.90 | 8.80 | 0.00% | 0.28% |
| 14 | 002636 | 金安国纪 | 56.18 | 10.01% | 1.52 | 83.33 | 90.77 | 69.94 | 1.66% | -37.72% | 28.71% | 134.43% | 578.50% | 2024-12-30 | 406.92 | 135.99 | 5.11 | 0.22% | 1.58% |
| 15 | 002552 | 宝鼎科技 | 39.34 | 10.01% | 6.06 | 80.30 | 87.69 | 68.41 | 10.42% | -30.62% | 25.55% | 109.44% | 189.26% | 2024-12-30 | 144.97 | 122.86 | 4.03 | 0.51% | 0.56% |
| 16 | 603186 | 华正新材 | 119.31 | 10.00% | 7.58 | 84.85 | 81.54 | 68.07 | 4.82% | -30.59% | 29.83% | 89.37% | 378.77% | 2024-12-30 | 187.07 | 67.60 | 14.80 | 0.11% | 0.73% |
| 17 | 603228 | 景旺电子 | 78.47 | -1.91% | 98.48 | 65.15 | 52.31 | 66.68 | 2.88% | 27.88% | 10.99% | 29.07% | 164.92% | 2024-12-30 | 770.51 | 63.82 | 13.30 | 0.69% | 2.99% |
| 18 | 002916 | 深南电路 | 349.18 | 5.00% | 60.61 | 68.18 | 67.69 | 66.47 | 9.19% | -10.88% | 13.85% | 54.92% | 168.81% | 2024-12-30 | 2,321.38 | 72.61 | 24.16 | 0.69% | 9.02% |
| 19 | 603989 | 艾华集团 | 27.24 | 6.74% | 10.61 | 89.39 | 69.23 | 65.57 | 3.42% | -29.37% | 37.38% | 55.90% | 73.72% | 2024-12-30 | 108.63 | 40.99 | 9.69 | 0.73% | 0.42% |
| 20 | 300975 | 商络电子 | 26.30 | 11.16% | 24.24 | 78.79 | 70.77 | 64.67 | 6.84% | -21.94% | 24.29% | 58.64% | 120.27% | 2024-12-30 | 129.42 | 59.66 | 3.80 | 0.25% | 0.50% |
| 21 | 002384 | 东山精密 | 188.83 | 5.44% | 40.91 | 48.48 | 92.31 | 64.50 | 3.73% | -18.18% | -5.98% | 149.82% | 511.30% | 2024-12-30 | 2,617.79 | 249.53 | 12.36 | 0.00% | 10.00% |
| 22 | 301366 | 一博科技 | 45.83 | 2.99% | 56.06 | 74.24 | 53.85 | 62.45 | 20.03% | -12.44% | 18.73% | 32.42% | -1.76% | 2024-12-30 | 53.62 | 329.00 | 10.54 | 0.22% | 0.21% |
| 23 | 688183 | 生益电子 | 107.53 | 4.61% | 75.76 | 66.67 | 50.77 | 62.13 | 14.43% | -6.54% | 12.78% | 28.85% | 164.72% | 2024-12-30 | 900.66 | 61.14 | 6.73 | 0.82% | 3.50% |
| 24 | 300319 | 麦捷科技 | 16.08 | 6.14% | 21.21 | 81.82 | 55.38 | 59.12 | 6.76% | -22.50% | 27.09% | 35.49% | 21.82% | 2024-12-30 | 136.88 | 45.12 | 5.45 | 0.67% | 0.53% |
| 25 | 001389 | 广合科技 | 160.32 | 5.00% | 65.15 | 46.97 | 66.15 | 58.28 | 8.50% | -9.34% | -7.95% | 53.37% | 205.43% | 2024-12-30 | 244.26 | 74.61 | 14.60 | 0.40% | 0.95% |
| 26 | 300814 | 中富电路 | 117.78 | 8.30% | 18.18 | 62.12 | 73.85 | 58.02 | -0.44% | -24.54% | 4.91% | 63.43% | 234.98% | 2024-12-30 | 225.47 | 773.62 | 8.50 | 0.04% | 0.88% |
| 27 | 603175 | 超颖电子 | 83.76 | 7.37% | 92.42 | 50.00 | 47.69 | 57.56 | 6.67% | 7.69% | -5.34% | 25.69% | -1.45% | 2025-10-24 | 38.09 | 158.23 | 6.10 | 0.19% | 0.15% |
| 28 | 300657 | 弘信电子 | 35.48 | 2.40% | 83.33 | 59.09 | 40.00 | 56.30 | 12.23% | -1.28% | 2.04% | 15.63% | 46.79% | 2024-12-30 | 166.23 | 116.19 | 2.95 | 0.00% | 0.65% |
| 29 | 002436 | 兴森科技 | 30.51 | 6.20% | 22.73 | 57.58 | 58.46 | 50.96 | -2.15% | -22.17% | -0.82% | 36.33% | 155.31% | 2024-12-30 | 463.12 | 384.28 | 3.11 | 0.10% | 1.80% |
| 30 | 002913 | 奥士康 | 47.92 | 6.96% | 69.70 | 45.45 | 46.15 | 50.58 | 16.20% | -8.44% | -8.60% | 23.94% | 93.75% | 2024-12-30 | 146.37 | 49.39 | 13.65 | 0.62% | 0.57% |
| 31 | 301566 | 达利凯普 | 23.82 | 6.91% | 59.09 | 51.52 | 41.54 | 49.04 | 5.51% | -11.34% | -4.77% | 16.38% | 34.96% | 2024-12-30 | 50.28 | 59.87 | 3.77 | 0.25% | 0.20% |
| 32 | 002579 | 中京电子 | 12.98 | 10.00% | 37.88 | 60.61 | 38.46 | 47.20 | 11.08% | -18.62% | 4.70% | 15.22% | 52.35% | 2024-12-30 | 75.73 | 290.54 | 3.92 | 0.00% | 0.29% |
| 33 | 300903 | 科翔股份 | 53.60 | 14.38% | 4.55 | 33.33 | 80.00 | 46.24 | -1.79% | -34.19% | -14.59% | 85.31% | 526.90% | 2024-12-30 | 176.02 | -94.74 | 4.19 | 0.00% | 0.68% |
| 34 | 688655 | 迅捷兴 | 33.16 | 5.04% | 68.18 | 3.03 | 75.38 | 45.00 | 7.85% | -8.56% | -38.52% | 67.28% | 194.49% | 2024-12-30 | 44.23 | -197.65 | 4.89 | 0.00% | 0.17% |
| 35 | 300936 | 中英科技 | 66.28 | 6.90% | 9.09 | 34.85 | 72.31 | 44.68 | 9.48% | -30.44% | -14.55% | 62.01% | 66.07% | 2024-12-30 | 31.43 | 2,345.15 | 13.42 | 0.00% | 0.12% |
| 36 | 300964 | 本川智能 | 51.66 | 5.06% | 12.12 | 54.55 | 49.23 | 43.93 | 6.50% | -26.09% | -1.34% | 28.41% | 93.99% | 2024-12-30 | 40.51 | 173.87 | 9.48 | 0.28% | 0.16% |
| 37 | 920491 | 奥迪威 | 23.52 | 1.47% | 57.58 | 56.06 | 18.46 | 41.32 | 4.64% | -11.42% | -0.97% | -10.16% | 10.42% | 2024-12-30 | 27.24 | 35.30 | 7.40 | 0.00% | 0.11% |
| 38 | 301282 | 金禄电子 | 22.76 | 3.69% | 54.55 | 28.79 | 43.08 | 39.66 | -0.06% | -12.52% | -15.13% | 17.20% | 47.16% | 2024-12-30 | 40.19 | 53.11 | 8.07 | 0.93% | 0.16% |
| 39 | 600237 | 铜峰电子 | 8.53 | 3.77% | 43.94 | 53.03 | 23.08 | 39.23 | 4.00% | -17.35% | -1.67% | -7.32% | 23.62% | 2024-12-30 | 53.28 | 44.85 | 3.09 | 0.94% | 0.21% |
| 40 | 603738 | 泰晶科技 | 33.15 | 4.21% | 13.64 | 4.55 | 86.15 | 39.01 | 11.11% | -25.54% | -30.95% | 107.41% | 109.81% | 2024-12-30 | 127.92 | 244.95 | 4.67 | 0.12% | 0.50% |
| 41 | 300460 | ST惠伦 | 8.50 | 1.80% | 46.97 | 37.88 | 33.85 | 38.08 | 3.12% | -14.34% | -12.88% | 6.69% | -33.70% | 2024-12-30 | 23.87 | -14.34 | 1.64 | 0.00% | 0.09% |
| 42 | 920821 | 则成电子 | 19.23 | 7.61% | 95.45 | 36.36 | 7.69 | 36.71 | 7.16% | 13.68% | -14.33% | -17.84% | -17.25% | 2024-12-30 | 14.01 | 174.53 | 3.75 | 0.00% | 0.05% |
| 43 | 000823 | 超声电子 | 14.08 | 5.07% | 28.79 | 43.94 | 32.31 | 36.26 | 6.01% | -21.48% | -8.96% | 1.49% | 27.42% | 2024-12-30 | 83.77 | 37.66 | 7.87 | 1.28% | 0.33% |
| 44 | 688020 | 方邦股份 | 118.80 | 7.63% | 3.03 | 25.76 | 61.54 | 35.52 | 11.43% | -35.47% | -16.50% | 41.71% | 220.22% | 2024-12-30 | 97.89 | -117.07 | 15.97 | 0.00% | 0.38% |
| 45 | 301458 | 钧崴电子 | 36.72 | 4.76% | 27.27 | 39.39 | 35.38 | 35.37 | 5.72% | -21.65% | -10.44% | 8.03% | 1.72% | 2025-01-10 | 43.14 | 74.64 | 6.03 | 0.95% | 0.17% |
| 46 | 603328 | 依顿电子 | 9.93 | 1.33% | 72.73 | 30.30 | 20.00 | 34.67 | 7.82% | -6.99% | -15.05% | -7.93% | -3.87% | 2024-12-30 | 99.15 | 21.29 | 4.17 | 1.69% | 0.39% |
| 47 | 301132 | 满坤科技 | 31.50 | 3.55% | 30.30 | 42.42 | 21.54 | 31.65 | 12.33% | -21.44% | -9.80% | -7.68% | 10.83% | 2024-12-30 | 29.84 | 39.04 | 11.98 | 1.33% | 0.12% |
| 48 | 300852 | 四会富仕 | 41.98 | 4.66% | 16.67 | 40.91 | 27.69 | 30.77 | 11.67% | -24.93% | -10.43% | -4.74% | 47.82% | 2024-12-30 | 65.05 | 52.60 | 14.13 | 0.33% | 0.25% |
| 49 | 600601 | 方正科技 | 10.64 | 7.91% | 42.42 | 22.73 | 30.77 | 29.88 | 9.64% | -17.67% | -17.67% | -0.35% | 120.75% | 2024-12-30 | 443.72 | 96.30 | 1.14 | 0.00% | 1.72% |
| 50 | 300739 | 明阳电路 | 21.82 | 5.11% | 25.76 | 19.70 | 36.92 | 27.80 | 7.36% | -21.78% | -20.01% | 12.30% | 29.27% | 2024-12-30 | 66.11 | 98.25 | 7.35 | 0.32% | 0.26% |
| 51 | 920128 | 胜业电气 | 18.43 | 3.31% | 80.30 | 24.24 | 4.62 | 27.60 | 5.04% | -3.93% | -17.20% | -29.29% | -34.90% | 2024-12-30 | 4.48 | 80.38 | 6.23 | 0.00% | 0.02% |
| 52 | 603386 | 骏亚科技 | 12.36 | 3.52% | 39.39 | 31.82 | 16.92 | 27.38 | 7.31% | -18.39% | -15.02% | -11.49% | 3.43% | 2024-12-30 | 40.33 | -586.14 | 4.01 | 0.00% | 0.16% |
| 53 | 301628 | 强达电路 | 79.85 | 2.71% | 77.27 | 16.67 | 12.31 | 27.04 | 7.36% | -6.02% | -21.46% | -13.85% | -1.61% | 2024-12-30 | 22.26 | 49.79 | 15.36 | 0.63% | 0.09% |
| 54 | 603936 | 博敏电子 | 13.90 | 3.42% | 15.15 | 15.15 | 44.62 | 26.94 | 6.45% | -25.01% | -23.28% | 17.75% | 53.59% | 2024-12-30 | 87.63 | 1,356.73 | 6.81 | 0.07% | 0.34% |
| 55 | 920981 | 晶赛科技 | 30.14 | 3.50% | 33.33 | 18.18 | 29.23 | 25.63 | 5.54% | -20.67% | -20.02% | -4.26% | 11.46% | 2024-12-30 | 11.59 | 238.00 | 6.70 | 0.00% | 0.05% |
| 56 | 605258 | 协和电子 | 25.97 | 2.53% | 84.85 | 12.12 | 9.23 | 25.51 | 5.88% | 0.22% | -24.06% | -17.45% | -20.07% | 2024-12-30 | 22.85 | 34.26 | 13.32 | 1.93% | 0.09% |
| 57 | 002815 | 崇达技术 | 12.31 | 3.36% | 36.36 | 27.27 | 13.85 | 23.72 | 6.77% | -18.71% | -15.85% | -13.66% | 12.73% | 2024-12-30 | 95.67 | 46.89 | 7.07 | 1.06% | 0.37% |
| 58 | 300476 | 胜宏科技 | 236.35 | 17.12% | 50.00 | 7.58 | 26.15 | 23.49 | 15.93% | -13.16% | -29.07% | -6.24% | 409.70% | 2024-12-30 | 2,044.89 | 53.87 | 15.94 | 0.75% | 7.95% |
| 59 | 301041 | 金百泽 | 23.33 | 2.82% | 51.52 | 21.21 | 10.77 | 23.10 | 8.64% | -12.74% | -17.82% | -14.00% | -10.72% | 2024-12-30 | 18.42 | 123.45 | 6.32 | 0.20% | 0.07% |
| 60 | 605058 | 澳弘电子 | 25.41 | 2.79% | 63.64 | 9.09 | 15.38 | 22.52 | 6.09% | -9.60% | -26.28% | -12.74% | 20.77% | 2024-12-30 | 36.32 | 23.82 | 12.22 | 1.97% | 0.14% |
| 61 | 920060 | 万源通 | 22.41 | 3.13% | 78.79 | 10.61 | 6.15 | 22.46 | 4.15% | -5.79% | -24.63% | -25.14% | -25.05% | 2024-12-30 | 21.25 | 27.32 | 6.67 | 0.00% | 0.08% |
| 62 | 002134 | 天津普林 | 20.46 | 4.18% | 19.70 | 13.64 | 24.62 | 19.24 | 4.21% | -23.57% | -23.37% | -7.12% | 1.74% | 2024-12-30 | 50.67 | 1,064.17 | 2.07 | 0.00% | 0.20% |
| 63 | 688539 | 高华科技 | 26.20 | 4.09% | 74.24 | 6.06 | 1.54 | 17.89 | 10.85% | -6.73% | -29.44% | -41.23% | 1.04% | 2024-12-30 | 48.71 | 81.31 | 9.23 | 0.75% | 0.19% |
| 64 | 603920 | 世运电路 | 34.48 | 4.30% | 62.12 | 1.52 | 0.00 | 13.03 | 4.14% | -10.75% | -40.22% | -46.13% | 10.90% | 2024-12-30 | 248.46 | 36.33 | 8.73 | 1.74% | 0.97% |
| 65 | 301251 | 威尔高 | 33.19 | 7.41% | 0.00 | 0.00 | 3.08 | 1.23 | 12.13% | -43.19% | -43.48% | -40.49% | -13.79% | 2024-12-30 | 25.09 | 92.98 | 8.22 | 0.11% | 0.10% |
| 66 | 603459 | 红板科技 | 91.55 | 4.46% | 93.94 | 63.64 | — | — | -4.49% | 8.30% | 6.20% | — | 58.67% | 2026-04-08 | 72.37 | 127.82 | 5.41 | 0.00% | 0.28% |
| 67 | 001232 | 嘉立创 | 199.91 | -3.89% | — | — | — | — | — | — | — | — | -3.89% | 2026-08-04 | 88.37 | 85.02 | 21.64 | 0.00% | 0.34% |
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。