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2026-10-2116:15后自动更新
本期观察
截至2026-10-21，装修建材官方综合位次为第53/128位（Rank 56.25）， 加权综合位次为第61/128位（Rank 48.91）。官方20R为62.50 （20日收益-4.33%）；有效成分股为33/37只， 最大单股权重为10.00%。
官方20R、60R、120R分别为62.50、62.50和46.88。 相对上证指数的20日超额收益为1.35%，自基准日以来收益为26.00%。
不同周期的相对强度存在分化，当前更适合结合官方指数与成分股扩散度观察。
两种口径对照
成分股加权口径的综合位次为第61位，20日相对强度为83.59， 20日相对上证指数收益为5.11%。官方指数与加权口径的位次差为8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 5532 只股票使用腾讯备援，流通市值快照有 9 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 2026-10-21。
| 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 | 11.29 | 4.25% | 84.85 | 96.97 | 96.97 | 94.55 | -1.23% | 15.70% | 66.13% | 80.38% | 136.69% | 2024-12-30 | 38.84 | 9,116,512.00 | 2.24 | 0.00% | 2.06% |
| 2 | 301010 | 晶雪节能 | 23.52 | 0.86% | 96.97 | 93.94 | 87.88 | 92.12 | -11.61% | 44.84% | 66.12% | 19.53% | 11.15% | 2024-12-30 | 25.40 | -14,042,778.00 | 25.02 | 0.00% | 1.35% |
| 3 | 002694 | *ST顾地 | 2.83 | 5.60% | 93.94 | 90.91 | 78.79 | 86.67 | 1.09% | 26.96% | 65.63% | 10.65% | -39.92% | 2024-12-30 | 20.34 | 9,006,575.00 | — | 0.00% | 1.08% |
| 4 | 300715 | 凯伦股份 | 14.31 | 1.06% | 81.82 | 78.79 | 90.91 | 84.24 | -1.61% | 11.75% | 20.83% | 20.33% | 100.98% | 2024-12-30 | 45.71 | 32,110,822.00 | 4.77 | 0.00% | 2.42% |
| 5 | 300599 | 雄塑科技 | 11.20 | -2.27% | 60.61 | 87.88 | 81.82 | 80.00 | -13.26% | 6.01% | 30.47% | 12.33% | 45.45% | 2024-12-30 | 35.51 | -25,885,730.00 | 5.44 | 0.89% | 1.88% |
| 6 | 000055 | 方大集团 | 3.69 | -1.07% | 72.73 | 63.64 | 84.85 | 73.94 | -2.22% | 10.25% | 18.51% | 18.43% | -7.52% | 2024-12-30 | 24.94 | -4,251,269.00 | 17.57 | 0.00% | 1.32% |
| 7 | 002791 | 坚朗五金 | 16.06 | 5.31% | 90.91 | 72.73 | 57.58 | 70.30 | 7.94% | 17.90% | 20.12% | -4.22% | -31.89% | 2024-12-30 | 34.10 | 38,156,825.00 | 4.10 | 0.00% | 1.81% |
| 8 | 002088 | 鲁阳节能 | 8.41 | -0.94% | 78.79 | 84.85 | 45.45 | 67.88 | 7.22% | 10.78% | 22.70% | -9.32% | -35.16% | 2024-12-30 | 42.55 | 39,152,447.00 | 0.77 | 3.57% | 2.26% |
| 9 | 002333 | 罗普斯金 | 5.27 | 3.33% | 57.58 | 60.61 | 72.73 | 64.85 | 2.59% | 5.85% | 15.81% | 1.23% | 0.76% | 2024-12-30 | 35.12 | -16,608,449.00 | 2.86 | 0.19% | 1.86% |
| 10 | 000619 | 海螺新材 | 4.91 | 0.61% | 54.55 | 75.76 | 51.52 | 61.82 | -1.91% | 5.36% | 20.54% | -7.20% | -19.90% | 2024-12-30 | 17.68 | 8,368,855.00 | 5.58 | 0.00% | 0.94% |
| 11 | 603038 | 华立股份 | 14.33 | -1.24% | 21.21 | 81.82 | 60.61 | 61.21 | -2.39% | -1.93% | 22.35% | -3.84% | -14.14% | 2024-12-30 | 38.50 | -21,298,259.00 | 5.31 | 0.35% | 2.04% |
| 12 | 002457 | 青龙管业 | 11.15 | -0.27% | 39.39 | 57.58 | 75.76 | 61.21 | -0.06% | 2.59% | 14.75% | 8.51% | -5.75% | 2024-12-30 | 37.18 | -17,874,781.00 | 48.48 | 1.42% | 1.97% |
| 13 | 002043 | 兔 宝 宝 | 12.43 | -2.36% | 87.88 | 39.39 | 66.67 | 60.00 | 2.58% | 16.71% | 4.24% | -1.00% | 4.10% | 2024-12-30 | 100.20 | 19,210,607.00 | 3.85 | 3.43% | 5.31% |
| 14 | 002247 | 聚力文化 | 2.32 | 0.43% | 42.42 | 69.70 | 54.55 | 58.18 | -2.30% | 2.64% | 19.92% | -6.37% | -10.77% | 2024-12-30 | 14.93 | -3,579,005.00 | 0.81 | 0.00% | 0.79% |
| 15 | 603856 | 东宏股份 | 11.38 | -0.26% | 51.52 | 48.48 | 63.64 | 55.15 | -0.20% | 4.89% | 6.07% | -1.17% | 0.26% | 2024-12-30 | 32.10 | -2,809,367.00 | 9.81 | 2.01% | 1.70% |
| 16 | 002718 | 友邦吊顶 | 82.47 | -2.87% | 48.48 | 15.15 | 93.94 | 53.33 | 4.85% | 4.28% | -1.29% | 25.06% | 566.16% | 2024-12-30 | 79.35 | 9,016,401.00 | 57.67 | 0.00% | 4.21% |
| 17 | 002372 | 伟星新材 | 8.41 | -0.59% | 63.64 | 51.52 | 42.42 | 50.30 | -1.11% | 6.23% | 8.26% | -9.87% | -34.45% | 2024-12-30 | 123.64 | 61,204.00 | 40.05 | 5.28% | 6.55% |
| 18 | 301429 | 森泰股份 | 16.23 | -0.73% | 36.36 | 54.55 | 48.48 | 48.48 | -1.03% | 1.92% | 12.55% | -8.37% | 1.37% | 2024-12-30 | 7.14 | -1,187,541.00 | 11.27 | 1.84% | 0.38% |
| 19 | 002652 | 扬子新材 | 3.88 | -0.77% | 3.03 | 66.67 | 39.39 | 43.03 | -4.84% | -11.00% | 19.05% | -9.93% | 33.33% | 2024-12-30 | 19.87 | -9,051,325.00 | 0.46 | 0.00% | 1.05% |
| 20 | 002641 | 公元股份 | 3.70 | 0.00% | 33.33 | 18.18 | 69.70 | 41.82 | -0.42% | 1.54% | -0.23% | -0.84% | -17.78% | 2024-12-30 | 41.96 | -2,904,661.00 | 4.46 | 0.54% | 2.22% |
| 21 | 300198 | *ST纳川 | 1.98 | 0.51% | 6.06 | 45.45 | 33.33 | 32.73 | -1.98% | -7.69% | 5.45% | -11.54% | -7.48% | 2024-12-30 | 20.28 | -9,629,583.00 | 0.42 | 0.00% | 1.08% |
| 22 | 002392 | 北京利尔 | 6.91 | -0.14% | 15.15 | 36.36 | 36.36 | 32.12 | -0.13% | -5.52% | 3.34% | -10.63% | 42.47% | 2024-12-30 | 79.99 | -10,501,265.00 | 5.20 | 0.51% | 4.24% |
| 23 | 603737 | 三棵树 | 21.84 | -2.15% | 75.76 | 30.30 | 0.00 | 27.27 | 1.71% | 10.29% | 1.85% | -44.44% | -49.72% | 2024-12-30 | 193.37 | -40,349,147.00 | 156.00 | 2.17% | 10.00% |
| 24 | 603378 | *ST亚士 | 4.24 | 3.41% | 0.00 | 42.42 | 24.24 | 26.67 | 1.20% | -26.80% | 5.35% | -14.30% | -34.97% | 2024-12-30 | 18.17 | -13,915,748.00 | — | 0.00% | 0.96% |
| 25 | 605318 | 法狮龙 | 73.58 | 2.59% | 45.45 | 9.09 | 30.30 | 24.85 | -2.33% | 3.68% | -3.18% | -13.33% | 248.89% | 2024-12-30 | 92.51 | 29,471,145.00 | 4.99 | 0.00% | 4.90% |
| 26 | 002271 | 东方雨虹 | 10.71 | 0.66% | 69.70 | 12.12 | 15.15 | 24.85 | 1.35% | 9.22% | -2.05% | -22.16% | -20.73% | 2024-12-30 | 208.92 | 20,490,862.00 | 30.60 | 0.00% | 10.00% |
| 27 | 002785 | 万里石 | 31.82 | 1.92% | 12.12 | 33.33 | 21.21 | 24.24 | 3.13% | -6.83% | 2.19% | -15.00% | -4.21% | 2024-12-30 | 61.82 | -27,732,707.00 | 3.61 | 0.00% | 3.28% |
| 28 | 688119 | 中钢洛耐 | 3.61 | 0.00% | 27.27 | 27.27 | 18.18 | 23.64 | -0.73% | 0.44% | 1.75% | -21.13% | -9.30% | 2024-12-30 | 40.61 | -2,864,428.00 | 2.42 | 0.00% | 2.15% |
| 29 | 000786 | 北新建材 | 16.37 | -1.03% | 66.67 | 0.00 | 9.09 | 16.97 | 0.77% | 7.78% | -10.15% | -25.75% | -46.33% | 2024-12-30 | 276.57 | 4,263,965.00 | 16.05 | 4.20% | 10.00% |
| 30 | 002066 | 瑞泰科技 | 18.11 | 0.89% | 18.18 | 6.06 | 27.27 | 16.97 | 0.83% | -5.40% | -4.34% | -14.30% | 75.83% | 2024-12-30 | 41.83 | -8,195,028.00 | 258.71 | 0.00% | 2.22% |
| 31 | 002225 | 濮耐股份 | 3.35 | 2.13% | 24.24 | 21.21 | 3.03 | 14.55 | 1.74% | -0.64% | 0.74% | -32.76% | -33.40% | 2024-12-30 | 32.66 | -13,510,618.00 | 3.53 | 1.48% | 1.73% |
| 32 | 001212 | 中旗新材 | 31.45 | 1.45% | 9.09 | 24.24 | 6.06 | 13.94 | 5.17% | -7.42% | 1.74% | -30.46% | 29.21% | 2024-12-30 | 56.81 | 5,615,650.00 | 9.53 | 0.00% | 3.01% |
| 33 | 300737 | 科顺股份 | 4.32 | 0.00% | 30.30 | 3.03 | 12.12 | 12.12 | -1.92% | 0.56% | -6.83% | -24.57% | -16.28% | 2024-12-30 | 38.33 | -5,092,753.00 | 3.54 | 1.39% | 2.03% |
| 34 | 920076 | 国亮新材 | 11.76 | -0.25% | — | — | — | — | -5.23% | — | — | — | -6.67% | 2026-08-04 | 4.33 | 343,906.00 | 8.52 | 0.00% | 0.23% |
| 35 | 920191 | 瑞尔竞达 | 8.38 | 0.60% | — | — | — | — | -3.23% | — | — | — | -4.66% | 2026-08-04 | 3.34 | -1,146,111.00 | 5.86 | 0.00% | 0.18% |
| 36 | 920580 | 科创新材 | 10.39 | 1.37% | — | — | — | — | -0.63% | — | — | — | -2.07% | 2026-08-04 | 5.69 | -1,592,645.00 | 4.07 | 0.00% | 0.30% |
| 37 | 920792 | 东和新材 | 9.15 | 1.44% | — | — | — | — | -5.57% | — | — | — | -7.01% | 2026-08-04 | 9.30 | -1,709,455.00 | 6.44 | 0.00% | 0.49% |
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。