EASTMONEY L2 INDUSTRY
装修建材（BK0476）动量观察
所属东方财富一级行业：建筑材料。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，装修建材官方综合位次为第94/128位（Rank 38.44）， 加权综合位次为第124/128位（Rank 12.50）。官方20R为25.00 （20日收益-1.14%）；有效成分股为37/37只， 最大单股权重为10.00%。
官方20R、60R、120R分别为25.00、40.62和42.97。 相对上证指数的20日超额收益为1.19%，自基准日以来收益为25.98%。
多个观察周期的相对强度低于行业中位水平，当前趋势偏弱。
两种口径对照
成分股加权口径的综合位次为第124位，20日相对强度为26.56， 20日相对上证指数收益为0.52%。官方指数与加权口径的位次差为30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37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 | 300234 | 开尔新材 | 9.39 | 4.33% | 42.42 | 96.97 | 96.97 | 86.06 | 16.22% | 0.24% | 26.24% | 63.81% | 96.86% | 2024-12-30 | 32.30 | -523.67 | 2.25 | 0.00% | 1.69% |
| 2 | 300599 | 雄塑科技 | 11.18 | 2.01% | 93.94 | 69.70 | 84.85 | 80.61 | 17.13% | 16.53% | -2.80% | 6.85% | 45.19% | 2024-12-30 | 35.41 | -49.55 | 5.35 | 0.89% | 1.85% |
| 3 | 002333 | 罗普斯金 | 5.36 | 0.56% | 90.91 | 87.88 | 66.67 | 80.00 | -0.55% | 10.83% | 8.73% | -8.47% | 2.49% | 2024-12-30 | 35.72 | 67.83 | 2.85 | 0.19% | 1.87% |
| 4 | 000055 | 方大集团 | 3.43 | -0.29% | 84.85 | 78.79 | 69.70 | 76.36 | -0.42% | 8.52% | 0.93% | -7.85% | -14.04% | 2024-12-30 | 23.18 | -7.15 | 5.20 | 0.00% | 1.21% |
| 5 | 002718 | 友邦吊顶 | 83.75 | 3.65% | 9.09 | 90.91 | 90.91 | 74.55 | 0.89% | -12.82% | 11.22% | 15.43% | 576.49% | 2024-12-30 | 78.71 | 876.38 | 7.11 | 0.00% | 4.11% |
| 6 | 300198 | *ST纳川 | 2.28 | 3.17% | 72.73 | 84.85 | 57.58 | 71.52 | 8.84% | 7.40% | 4.18% | -11.52% | 6.54% | 2024-12-30 | 23.40 | -8.56 | 0.47 | 0.00% | 1.22% |
| 7 | 002066 | 瑞泰科技 | 20.74 | 3.24% | 54.55 | 66.67 | 81.82 | 70.30 | -0.43% | 3.70% | -5.36% | 6.47% | 101.36% | 2024-12-30 | 47.91 | -84.33 | 2.65 | 0.00% | 2.50% |
| 8 | 603378 | *ST亚士 | 5.17 | -1.52% | 33.33 | 93.94 | 54.55 | 66.06 | -0.33% | -4.18% | 19.40% | -15.07% | -20.71% | 2024-12-30 | 22.16 | -1.60 | — | 0.00% | 1.16% |
| 9 | 002641 | 公元股份 | 3.89 | -0.51% | 39.39 | 75.76 | 63.64 | 63.64 | 1.33% | -0.66% | -0.71% | -9.47% | -13.56% | 2024-12-30 | 44.11 | 76.51 | 4.42 | 0.51% | 2.30% |
| 10 | 300715 | 凯伦股份 | 12.71 | 5.83% | 18.18 | 60.61 | 87.88 | 63.03 | 7.79% | -10.02% | -9.49% | 11.37% | 78.51% | 2024-12-30 | 39.78 | 235.58 | 4.64 | 0.00% | 2.08% |
| 11 | 002457 | 青龙管业 | 11.11 | 2.59% | 0.00 | 81.82 | 72.73 | 61.82 | 6.98% | -25.90% | 4.16% | -6.47% | -6.09% | 2024-12-30 | 37.03 | 28.58 | 7.51 | 1.43% | 1.93% |
| 12 | 002043 | 兔 宝 宝 | 12.82 | -0.47% | 96.97 | 51.52 | 51.52 | 60.61 | -7.93% | 16.89% | -11.66% | -15.63% | 16.12% | 2024-12-30 | 103.52 | 15.15 | 3.85 | 4.56% | 5.41% |
| 13 | 605318 | 法狮龙 | 75.92 | 6.82% | 6.06 | 54.55 | 93.94 | 60.61 | 3.07% | -13.11% | -10.19% | 25.05% | 259.98% | 2024-12-30 | 95.45 | -1,431.48 | 5.09 | 0.00% | 4.99% |
| 14 | 603856 | 东宏股份 | 11.45 | 0.26% | 15.15 | 72.73 | 60.61 | 56.36 | 1.57% | -10.20% | -1.94% | -10.84% | 0.88% | 2024-12-30 | 32.30 | 12.95 | 9.70 | 2.32% | 1.69% |
| 15 | 002392 | 北京利尔 | 7.43 | 0.81% | 48.48 | 21.21 | 78.79 | 49.70 | 1.89% | 1.26% | -22.00% | -2.00% | 53.20% | 2024-12-30 | 86.01 | 22.06 | 4.95 | 0.47% | 4.49% |
| 16 | 603038 | 华立股份 | 13.47 | 3.06% | 21.21 | 63.64 | 45.45 | 47.88 | 10.29% | -8.76% | -9.18% | -19.59% | -19.29% | 2024-12-30 | 36.19 | 167.59 | 5.28 | 0.37% | 1.89% |
| 17 | 002372 | 伟星新材 | 8.65 | -2.15% | 75.76 | 48.48 | 30.30 | 46.67 | -2.11% | 7.43% | -11.78% | -22.96% | -32.58% | 2024-12-30 | 127.23 | 18.59 | 2.80 | 5.14% | 6.65% |
| 18 | 002247 | 聚力文化 | 2.21 | -1.34% | 63.64 | 39.39 | 39.39 | 44.24 | 2.94% | 6.08% | -15.82% | -20.43% | -15.00% | 2024-12-30 | 14.22 | 38.95 | 0.79 | 0.00% | 0.74% |
| 19 | 301429 | 森泰股份 | 16.43 | -1.26% | 66.67 | 24.24 | 48.48 | 42.42 | 4.35% | 6.25% | -18.58% | -15.79% | 6.89% | 2024-12-30 | 7.23 | 37.95 | 11.33 | 1.82% | 0.38% |
| 20 | 000619 | 海螺新材 | 4.62 | -0.65% | 81.82 | 33.33 | 27.27 | 40.61 | 4.17% | 7.81% | -16.66% | -24.27% | -24.63% | 2024-12-30 | 16.63 | -23.82 | 5.63 | 0.00% | 0.87% |
| 21 | 301010 | 晶雪节能 | 16.61 | 0.06% | 78.79 | 27.27 | 33.33 | 40.00 | 6.41% | 7.79% | -18.14% | -21.75% | -21.50% | 2024-12-30 | 17.94 | 215.18 | 7.69 | 0.00% | 0.94% |
| 22 | 002652 | 扬子新材 | 3.77 | -0.79% | 27.27 | 6.06 | 75.76 | 38.18 | 3.71% | -5.94% | -32.37% | -3.84% | 29.55% | 2024-12-30 | 19.30 | -68.14 | 0.46 | 0.00% | 1.01% |
| 23 | 002791 | 坚朗五金 | 15.29 | -0.78% | 60.61 | 42.42 | 15.15 | 35.15 | -1.89% | 4.19% | -12.39% | -29.89% | -35.16% | 2024-12-30 | 33.29 | -53.87 | 15.14 | 0.00% | 1.74% |
| 24 | 000786 | 北新建材 | 18.69 | -0.74% | 87.88 | 18.18 | 18.18 | 32.12 | -9.51% | 9.50% | -22.49% | -28.55% | -38.72% | 2024-12-30 | 315.77 | 10.95 | 15.71 | 3.67% | 10.00% |
| 25 | 002225 | 濮耐股份 | 3.76 | 0.27% | 30.30 | 57.58 | 3.03 | 30.30 | 4.61% | -4.37% | -9.75% | -37.94% | -25.25% | 2024-12-30 | 35.67 | 50.34 | 3.51 | 1.31% | 1.86% |
| 26 | 002271 | 东方雨虹 | 11.81 | 1.11% | 69.70 | 15.15 | 24.24 | 29.70 | -1.64% | 7.03% | -22.56% | -26.16% | -12.58% | 2024-12-30 | 226.10 | 249.06 | 8.56 | 7.83% | 10.00% |
| 27 | 002088 | 鲁阳节能 | 7.58 | -1.04% | 45.45 | 45.45 | 6.06 | 29.70 | 3.83% | 0.77% | -12.24% | -34.02% | -36.14% | 2024-12-30 | 38.35 | 90.01 | 4.62 | 3.96% | 2.00% |
| 28 | 002694 | *ST顾地 | 2.13 | 0.00% | 51.52 | 30.30 | 12.12 | 27.27 | 6.27% | 3.28% | -17.03% | -31.38% | -54.78% | 2024-12-30 | 15.31 | -3.37 | — | 0.00% | 0.80% |
| 29 | 688119 | 中钢洛耐 | 4.00 | 0.00% | 36.36 | 36.36 | 9.09 | 25.45 | 1.79% | -1.98% | -16.55% | -33.52% | 0.50% | 2024-12-30 | 45.00 | -30.06 | 2.50 | 0.00% | 2.35% |
| 30 | 002785 | 万里石 | 34.23 | 0.74% | 24.24 | 9.09 | 42.42 | 25.45 | 2.42% | -7.69% | -30.31% | -20.31% | 3.04% | 2024-12-30 | 66.23 | -94.62 | 3.51 | 0.00% | 3.46% |
| 31 | 300737 | 科顺股份 | 5.13 | 2.40% | 3.03 | 12.12 | 36.36 | 20.00 | 2.96% | -14.66% | -25.92% | -21.53% | -0.58% | 2024-12-30 | 45.51 | -10.64 | 3.54 | 2.14% | 2.38% |
| 32 | 001212 | 中旗新材 | 34.57 | 4.19% | 12.12 | 3.03 | 21.21 | 12.12 | 2.63% | -10.70% | -32.71% | -26.94% | 42.03% | 2024-12-30 | 60.10 | -218.52 | 9.55 | 0.00% | 3.14% |
| 33 | 603737 | 三棵树 | 23.77 | 0.30% | 57.58 | 0.00 | 0.00 | 11.52 | -4.64% | 3.95% | -40.08% | -51.67% | -45.28% | 2024-12-30 | 210.46 | 27.16 | 3.33 | 1.99% | 10.00% |
| 34 | 920076 | 国亮新材 | 12.72 | 0.95% | — | — | — | — | — | — | — | — | 0.95% | 2026-08-04 | 4.69 | 18.77 | 8.31 | 0.00% | 0.25% |
| 35 | 920191 | 瑞尔竞达 | 8.86 | 0.80% | — | — | — | — | — | — | — | — | 0.80% | 2026-08-04 | 3.54 | 16.97 | 5.72 | 0.00% | 0.18% |
| 36 | 920580 | 科创新材 | 11.00 | 3.68% | — | — | — | — | — | — | — | — | 3.68% | 2026-08-04 | 6.02 | 53.46 | 3.97 | 0.00% | 0.31% |
| 37 | 920792 | 东和新材 | 10.33 | 4.98% | — | — | — | — | — | — | — | — | 4.98% | 2026-08-04 | 10.50 | 22.58 | 6.34 | 0.00% | 0.55% |
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。