EASTMONEY L2 INDUSTRY
装修装饰Ⅱ（BK0725）动量观察
所属东方财富一级行业：建筑装饰。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，装修装饰Ⅱ官方综合位次为第31/128位（Rank 69.06）， 加权综合位次为第27/128位（Rank 73.75）。官方20R为20.31 （20日收益-9.37%）；有效成分股为21/21只， 最大单股权重为10.00%。
官方20R、60R、120R分别为20.31、92.97和69.53。 相对上证指数的20日超额收益为-3.69%，自基准日以来收益为74.88%。
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27位，20日相对强度为54.69， 20日相对上证指数收益为1.05%。官方指数与加权口径的位次差为4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21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 | 002811 | 郑中设计 | 24.16 | 10.02% | 95.24 | 95.24 | 95.24 | 95.24 | 18.15% | 76.12% | 160.94% | 88.94% | 180.60% | 2024-12-30 | 68.39 | 128,962,713.00 | 14.73 | 1.21% | 7.92% |
| 2 | 601886 | 江河集团 | 12.75 | -1.92% | 66.67 | 80.95 | 85.71 | 80.00 | 1.36% | 1.32% | 54.09% | 38.36% | 130.98% | 2024-12-30 | 144.46 | 1,984,150.00 | 6.13 | 4.71% | 10.00% |
| 3 | 605287 | 德才股份 | 46.26 | -3.40% | 90.48 | 76.19 | 71.43 | 77.14 | -3.96% | 35.48% | 49.34% | 7.44% | 271.86% | 2024-12-30 | 64.76 | -162,443,883.00 | 11.37 | 0.11% | 7.50% |
| 4 | 002789 | *ST建艺 | 13.04 | -0.61% | 85.71 | 85.71 | 61.90 | 76.19 | -11.04% | 5.47% | 58.97% | 2.92% | 37.55% | 2024-12-30 | 20.40 | -8,677,263.00 | 0.39 | 0.00% | 2.36% |
| 5 | 002856 | *ST美芝 | 19.58 | -1.06% | 9.52 | 90.48 | 90.48 | 74.29 | 4.60% | -11.32% | 68.59% | 65.59% | 102.27% | 2024-12-30 | 24.26 | -13,395,481.00 | — | 0.00% | 2.81% |
| 6 | 002963 | 豪尔赛 | 17.57 | 0.63% | 47.62 | 71.43 | 76.19 | 68.57 | -5.50% | -2.78% | 38.76% | 25.86% | 35.68% | 2024-12-30 | 26.24 | -5,827,657.00 | 20.92 | 0.00% | 3.04% |
| 7 | 603828 | *ST利达 | 5.25 | -0.19% | 57.14 | 66.67 | 66.67 | 64.76 | -4.81% | -0.98% | 28.92% | 2.99% | 88.85% | 2024-12-30 | 31.29 | -6,197,869.00 | 0.78 | 0.00% | 3.63% |
| 8 | 002375 | 亚厦股份 | 3.70 | 0.54% | 80.95 | 47.62 | 57.14 | 58.10 | -1.70% | 2.58% | 14.04% | -1.69% | -5.85% | 2024-12-30 | 49.25 | -6,703,167.00 | 6.17 | 3.35% | 5.71% |
| 9 | 002081 | 金 螳 螂 | 4.26 | 0.71% | 38.10 | 57.14 | 52.38 | 51.43 | -1.52% | -5.45% | 22.25% | -4.19% | 16.39% | 2024-12-30 | 113.00 | -63,498,564.00 | 5.13 | 3.05% | 10.00% |
| 10 | 002830 | 名雕股份 | 13.99 | 1.45% | 76.19 | 61.90 | 19.05 | 47.62 | -2.87% | 2.44% | 26.10% | -28.14% | 12.82% | 2024-12-30 | 12.99 | -3,075,000.00 | 3.56 | 1.01% | 1.50% |
| 11 | 300621 | 维业股份 | 6.49 | -0.46% | 61.90 | 42.86 | 42.86 | 46.67 | -3.54% | 1.22% | 12.26% | -13.35% | -33.84% | 2024-12-30 | 13.14 | 1,484,198.00 | 1.97 | 0.00% | 1.52% |
| 12 | 002482 | 广田集团 | 1.27 | 0.79% | 71.43 | 33.33 | 33.33 | 40.95 | -2.35% | 2.36% | 9.75% | -15.72% | -42.01% | 2024-12-30 | 47.55 | -17,888,301.00 | 2.08 | 0.00% | 5.51% |
| 13 | 603030 | 全筑股份 | 1.91 | -0.52% | 52.38 | 38.10 | 38.10 | 40.95 | -2.10% | -2.00% | 11.83% | -15.52% | -30.04% | 2024-12-30 | 25.15 | -7,506,150.00 | 0.53 | 0.00% | 2.91% |
| 14 | 603137 | 恒尚节能 | 17.05 | 1.01% | 42.86 | 0.00 | 80.95 | 40.95 | -2.23% | -4.47% | -23.22% | 35.50% | 58.75% | 2024-12-30 | 31.19 | -15,845,131.00 | 6.51 | 0.00% | 3.61% |
| 15 | 600234 | 科新发展 | 17.98 | 3.04% | 23.81 | 28.57 | 28.57 | 27.62 | 0.67% | -8.97% | 4.87% | -16.64% | 229.91% | 2024-12-30 | 47.20 | 2,217,846.00 | 24.63 | 0.00% | 5.47% |
| 16 | 300506 | 名家汇 | 4.12 | 0.24% | 28.57 | 4.76 | 47.62 | 26.67 | -4.92% | -7.48% | -21.85% | -8.02% | 30.38% | 2024-12-30 | 31.35 | -25,336,802.00 | 0.94 | 0.00% | 3.63% |
| 17 | 002620 | *ST瑞和 | 4.63 | -0.22% | 4.76 | 52.38 | 0.00 | 21.90 | -4.26% | -13.85% | 16.57% | -43.27% | 13.48% | 2024-12-30 | 14.63 | -670,967.00 | 1.60 | 0.00% | 1.70% |
| 18 | 002713 | 东易日盛 | 8.55 | 4.27% | 33.33 | 19.05 | 14.29 | 20.00 | -5.12% | -6.28% | -1.71% | -31.46% | 106.02% | 2024-12-30 | 44.81 | -29,803,414.00 | 1.10 | 0.00% | 5.19% |
| 19 | 002163 | 海南发展 | 7.07 | 0.00% | 14.29 | 23.81 | 9.52 | 16.19 | -0.50% | -11.31% | -0.28% | -34.13% | -25.42% | 2024-12-30 | 56.81 | -15,295,024.00 | 0.63 | 0.00% | 6.58% |
| 20 | 002989 | 中天精装 | 18.79 | 0.11% | 0.00 | 9.52 | 23.81 | 13.33 | -2.00% | -15.99% | -13.27% | -18.71% | -15.93% | 2024-12-30 | 37.17 | -7,623,874.00 | 6.78 | 0.00% | 4.31% |
| 21 | 002047 | 宝鹰股份 | 2.89 | -0.34% | 19.05 | 14.29 | 4.76 | 11.43 | -3.18% | -9.30% | -6.33% | -39.00% | -7.07% | 2024-12-30 | 43.82 | -24,295,087.00 | 0.02 | 0.00% | 5.08% |
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。