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EASTMONEY L2 INDUSTRY

计算机设备(BK0735)动量观察

所属东方财富一级行业:计算机。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,计算机设备官方综合位次为第56/128位(Rank 50.31), 加权综合位次为第55/128位(Rank 52.03)。官方20R为35.94 (20日收益1.86%);有效成分股为88/89只, 最大单股权重为10.00%。

官方20R、60R、120R分别为35.94、33.59和74.22。 相对上证指数的20日超额收益为4.19%,自基准日以来收益为30.11%。

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55位,20日相对强度为25.78, 20日相对上证指数收益为0.34%。官方指数与加权口径的位次差为1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89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
1002415海康威视 38.44-0.49% 80.9095.5189.6690.24 6.25%14.24%19.20%25.31% 23.92%2024-12-30 3,477.3224.829.20 2.99%10.00%
2688475萤石网络 31.280.51% 85.3988.7683.9186.15 3.94%16.74%9.83%6.61% 2.16%2024-12-30 246.3343.487.47 1.28%2.77%
3300270中威电子 13.255.16% 91.0177.5388.5184.62 26.71%18.56%-2.07%18.49% 77.85%2024-12-30 34.57-68.821.82 0.00%0.39%
4002528*ST英飞 4.63-1.49% 52.8180.9097.7082.00 -1.95%6.84%3.24%102.52% 70.22%2024-12-30 48.63-19.11 0.00%0.55%
5603106恒银科技 9.131.00% 97.7587.6466.6781.27 34.36%35.81%9.31%-9.05% 10.13%2024-12-30 47.52152.492.52 0.22%0.53%
6003004声迅股份 64.123.59% 10.1198.8898.8581.11 8.10%-17.85%67.28%144.62% 142.69%2024-12-30 44.08-451.717.71 0.00%0.50%
7001229魅视科技 42.329.98% 31.4696.6387.3679.89 19.64%1.44%23.13%14.98% 15.82%2024-12-30 31.2187.376.85 0.51%0.35%
8000977浪潮信息 77.204.13% 29.2192.1391.9579.48 1.71%1.09%13.54%30.96% 45.47%2024-12-30 1,132.3946.9815.14 0.05%10.00%
9002577雷柏科技 18.701.19% 34.8393.2685.0678.29 -1.68%1.80%15.26%8.26% -11.08%2024-12-30 52.49-1,113.304.18 0.00%0.59%
10002180奔图科技 17.904.50% 83.1585.3965.5276.99 5.31%14.91%4.99%-11.70% -38.49%2024-12-30 243.49-35.446.42 0.00%2.74%
11300508维宏股份 44.876.28% 17.9897.7581.6175.34 30.12%-6.18%24.07%4.39% 60.82%2024-12-30 36.7655.627.96 0.36%0.41%
12300248新开普 10.0720.02% 98.8891.0145.9874.57 26.32%36.24%10.73%-19.35% 1.10%2024-12-30 41.1961.394.44 0.79%0.46%
13920190雷神科技 26.004.80% 25.8494.3877.0173.73 5.82%-0.15%15.50%0.63% -10.25%2024-12-30 25.86113.578.55 0.00%0.29%
14301182凯旺科技 69.197.44% 7.8783.1594.2572.53 33.57%-19.37%3.70%49.92% 77.36%2024-12-30 60.46-57.056.92 0.00%0.68%
15002197证通电子 7.18-0.55% 96.6369.6662.0772.02 7.15%28.96%-4.57%-12.91% 73.85%2024-12-30 38.34-11.652.87 0.00%0.43%
16002236大华股份 17.180.29% 40.4584.2774.7171.68 3.32%3.63%4.06%-3.28% 2.57%2024-12-30 410.8014.5611.30 3.21%4.61%
17603508思维列控 23.37-0.13% 59.5573.0371.2669.63 1.51%7.93%-3.57%-5.60% -6.67%2024-12-30 89.1016.0210.39 11.23%1.00%
18300847中船汉光 14.45-0.28% 75.2874.1660.9269.09 -2.33%12.72%-3.10%-13.01% -19.45%2024-12-30 42.7737.385.02 0.80%0.48%
19300462ST华铭 11.22-0.27% 78.6552.8180.4669.04 -3.40%13.75%-10.49%2.39% 21.04%2024-12-30 15.49-48.597.63 0.00%0.17%
20300588熙菱信息 22.822.06% 15.7389.8973.5668.53 5.13%-8.88%9.89%-5.22% 39.83%2024-12-30 40.35-113.331.34 0.00%0.45%
21603019中科曙光 88.653.62% 16.8578.6582.7667.93 1.01%-7.35%-1.03%5.68% 19.73%2024-12-30 1,297.0059.6015.03 0.51%10.00%
22300771智莱科技 12.126.69% 89.8964.0457.4766.58 5.76%18.42%-5.60%-14.62% 14.91%2024-12-30 22.9235.158.13 1.62%0.26%
23301339通行宝 11.50-0.26% 79.7871.9149.4364.49 4.20%13.76%-3.77%-16.90% -44.34%2024-12-30 65.5330.194.75 2.17%0.74%
24603496恒为科技 25.961.05% 60.6760.6770.1164.45 0.58%8.11%-8.28%-5.67% -4.03%2024-12-30 83.13237.934.33 0.10%0.93%
25300531优博讯 17.20-0.69% 46.0758.4379.3164.31 1.14%4.71%-8.77%1.66% 17.01%2024-12-30 53.6066.204.40 0.46%0.60%
26002912中新赛克 22.205.56% 94.3876.4036.7864.15 18.82%23.18%-2.07%-23.71% -15.49%2024-12-30 36.0154.619.17 1.80%0.40%
27300552万集科技 24.8820.02% 93.2665.1747.1363.57 22.48%20.64%-5.55%-18.53% -27.84%2024-12-30 33.61-29.298.16 0.00%0.38%
28002376新北洋 6.35-0.16% 71.9167.4255.1763.42 0.62%11.81%-4.80%-14.97% -6.07%2024-12-30 49.9868.344.50 3.08%0.56%
29300333兆日科技 8.8720.03% 42.7082.0254.0262.96 27.81%3.93%3.66%-15.15% -50.80%2024-12-30 29.69-164.151.68 0.00%
30002990盛视科技 49.2910.00% 1.1259.5596.5562.67 16.19%-27.05%-8.48%81.83% 102.84%2024-12-30 68.03151.289.42 0.20%0.76%
31300789唐源电气 18.883.68% 86.5249.4463.2262.37 12.77%17.52%-11.89%-12.61% 23.16%2024-12-30 26.35103.457.23 0.69%0.30%
32920198微创光电 8.023.22% 58.4375.2850.5762.03 6.93%7.85%-3.01%-16.72% -22.96%2024-12-30 5.65-108.962.54 0.00%0.06%
33688619罗普特 13.723.00% 43.8253.9378.1661.60 12.37%4.56%-9.92%1.27% 51.60%2024-12-30 25.44-11.193.55 0.00%0.29%
34002152广电运通 10.360.19% 47.1968.5456.3259.38 3.66%5.11%-4.60%-14.79% -14.52%2024-12-30 257.1529.894.91 3.57%2.89%
35688208道通科技 29.080.21% 92.1331.4664.3756.76 4.29%20.16%-16.53%-12.52% -26.44%2024-12-30 194.8920.825.26 3.67%2.19%
36300130新国都 19.853.66% 69.6666.2940.2356.54 8.18%10.98%-5.19%-21.17% -14.22%2024-12-30 86.1824.027.66 3.02%0.97%
37301589诺瓦星云 145.543.33% 53.9355.0658.6256.26 7.34%6.89%-9.71%-14.32% -17.02%2024-12-30 50.1622.8940.54 0.97%0.56%
38603660苏州科达 10.461.95% 39.3333.7186.2155.83 28.96%3.59%-16.12%8.84% 50.72%2024-12-30 59.78-12.081.22 0.00%0.67%
39000997新 大 陆 18.68-1.06% 88.7662.9228.7454.42 4.77%17.99%-7.00%-26.08% -9.50%2024-12-30 188.1918.727.18 1.32%2.11%
40002268电科网安 14.73-0.61% 22.4779.7843.6853.88 2.43%-3.55%-0.02%-19.96% -13.61%2024-12-30 124.51216.086.49 0.17%1.40%
41600100同方股份 7.20-0.41% 64.0448.3148.2851.45 1.85%8.21%-12.38%-17.76% -2.44%2024-12-30 241.2248.734.68 0.63%2.71%
42001339智微智能 77.017.00% 11.2429.2193.1051.17 10.89%-17.83%-17.61%42.54% 100.76%2024-12-30 124.68147.338.29 0.03%1.40%
43300884狄耐克 11.581.49% 38.2070.7937.9351.13 6.82%3.38%-4.56%-22.24% -3.82%2024-12-30 22.17250.584.95 0.85%0.25%
44301318维海德 20.841.66% 65.1761.8032.1850.63 7.46%8.55%-8.24%-25.37% -31.03%2024-12-30 19.4233.0213.53 2.05%0.22%
45301600慧翰股份 92.671.95% 84.2739.3341.3849.14 4.13%16.57%-13.31%-20.77% -53.49%2024-12-30 29.8960.8511.64 1.08%0.34%
46300368汇金股份 9.461.18% 95.5134.8339.0848.67 1.63%28.80%-15.67%-22.24% 111.16%2024-12-30 50.04-29.510.09 0.00%0.56%
47300302同有科技 29.806.01% 3.3720.2295.4046.92 7.85%-23.12%-22.42%51.89% 75.29%2024-12-30 109.91-271.752.30 0.00%1.23%
48002970锐明技术 53.126.86% 50.5622.4767.8246.23 13.67%6.32%-20.64%-8.49% 10.07%2024-12-30 67.1425.5311.02 1.86%0.75%
49300479神思电子 14.040.79% 66.2956.1821.8444.47 5.79%9.10%-9.58%-28.27% -26.07%2024-12-30 27.65164.782.68 0.00%0.31%
50300155安居宝 4.13-0.96% 56.1838.2044.8344.45 4.59%7.42%-13.51%-19.71% -16.90%2024-12-30 13.61-42.852.13 0.00%0.15%
51300691联合光电 13.622.64% 24.7246.0751.7244.06 5.94%-1.42%-12.66%-16.57% -35.45%2024-12-30 30.06395.626.11 0.00%0.34%
52300449汉邦高科 6.991.75% 51.697.8775.8643.83 4.93%6.50%-31.08%0.02% -11.52%2024-12-30 26.98-34.320.72 0.00%0.30%
53301503智迪科技 21.40-0.47% 67.4241.5733.3343.45 4.43%9.74%-13.08%-24.61% -19.67%2024-12-30 12.3420.9210.29 2.34%0.14%
54002835同为股份 12.140.41% 61.8047.1929.8943.19 3.62%8.17%-12.42%-25.62% -39.15%2024-12-30 15.4519.125.54 2.30%0.17%
55300042朗科科技 44.095.83% 2.2515.7390.8043.06 9.42%-23.15%-24.30%29.91% 78.79%2024-12-30 88.35325.475.60 0.16%0.99%
56300941创识科技 14.871.78% 73.0357.3012.6442.59 4.91%12.07%-9.46%-30.81% -53.27%2024-12-30 18.4192.936.25 0.55%0.21%
57300743天地数码 14.81-0.20% 48.3137.0842.5341.51 6.25%5.68%-14.20%-20.13% 1.06%2024-12-30 18.8720.693.84 4.33%0.21%
58002869金溢科技 16.040.12% 55.0644.9431.0341.40 1.06%7.10%-12.74%-25.42% -41.78%2024-12-30 25.27-21.9011.38 0.00%0.28%
59300659中孚信息 10.290.19% 68.5442.7026.4441.36 5.88%10.30%-12.99%-26.52% -39.96%2024-12-30 19.47-25.684.49 0.00%0.22%
60002512ST达华 3.821.33% 82.0243.8214.9439.91 12.72%14.68%-12.77%-30.38% -22.36%2024-12-30 41.81-20.870.27 0.00%0.47%
61300275梅安森 8.600.00% 74.1635.9622.9938.41 5.93%12.30%-14.76%-27.36% -42.20%2024-12-30 23.3564.963.07 0.40%0.26%
62300645正元智慧 13.000.62% 77.5340.4513.7937.20 8.12%13.25%-13.24%-30.70% -15.20%2024-12-30 18.11141.087.39 0.15%0.20%
63300845捷安高科 10.600.86% 20.2211.2468.9736.13 8.77%-5.66%-27.94%-8.18% -19.82%2024-12-30 15.2454.133.80 1.87%0.17%
64301330熵基科技 24.912.98% 49.4451.6911.4935.16 9.21%6.03%-11.07%-31.05% -13.05%2024-12-30 48.4127.3014.23 1.92%0.54%
65300249依米康 12.902.54% 13.4817.9859.7733.80 8.67%-13.03%-23.48%-14.32% -5.29%2024-12-30 48.26193.291.36 0.00%0.54%
66300386飞天诚信 10.470.67% 44.9450.5610.3433.35 3.71%4.67%-11.55%-32.35% -42.50%2024-12-30 26.25746.193.43 0.10%0.29%
67688188柏楚电子 107.602.00% 62.9214.6135.6332.68 4.06%8.18%-26.11%-24.06% -43.81%2024-12-30 436.3839.2214.44 1.72%4.90%
68688288鸿泉技术 18.292.29% 57.3028.0924.1432.35 10.15%7.50%-18.04%-26.79% 10.71%2024-12-30 18.2660.397.43 0.55%0.21%
69920808曙光数创 60.802.53% 5.6224.7252.8732.16 -1.88%-19.55%-19.52%-15.65% -7.74%2024-12-30 118.41329.563.52 0.00%1.33%
70000066中国长城 14.722.94% 4.495.6272.4132.11 4.67%-21.44%-33.98%-5.37% -3.16%2024-12-30 474.80-852.113.39 0.00%5.33%
71300546雄帝科技 15.970.88% 70.7921.3518.3930.05 -2.54%11.12%-20.67%-28.78% -9.82%2024-12-30 21.5580.305.96 0.28%0.24%
72688060云涌科技 33.76-1.23% 30.3423.6034.4829.30 6.35%1.10%-20.03%-24.53% -8.06%2024-12-30 20.32-165.7614.74 0.00%0.23%
73300324旋极信息 3.83-1.29% 41.5730.3417.2427.35 5.08%3.65%-17.37%-29.20% 9.12%2024-12-30 65.49-14.041.43 0.00%0.74%
74920976视声智能 18.300.00% 87.646.749.2023.90 11.31%17.86%-31.55%-33.38% 3.68%2024-12-30 8.0719.293.82 0.00%0.09%
75300455航天智装 19.220.10% 23.6019.1027.5923.39 8.84%-2.95%-22.81%-26.16% 42.26%2024-12-30 136.20-76.662.33 0.00%1.53%
76300807天迈科技 38.112.94% 35.9616.8520.6922.21 5.75%2.94%-23.54%-28.37% 25.73%2024-12-27 19.79-92.846.59 0.00%0.22%
77300551古鳌科技 9.820.92% 76.4010.115.7521.62 5.43%12.91%-28.38%-38.55% -7.45%2024-12-30 33.30-12.750.90 0.00%0.37%
78603516淳中科技 98.804.48% 19.1032.586.9019.61 5.01%-5.76%-16.39%-38.14% 78.92%2024-12-30 200.8371.828.28 0.10%2.26%
79688292浩瀚深度 17.692.55% 26.9725.848.0518.95 11.95%0.28%-18.90%-35.36% -12.56%2024-12-30 28.01-839.786.10 0.34%0.31%
80920090*ST同辉 3.640.00% 33.7126.973.4518.91 4.20%1.78%-18.04%-41.66% -35.58%2024-12-30 5.42-11.970.19 0.00%0.06%
81605118力鼎光电 28.98-0.86% 8.9912.3625.2916.86 -0.26%-18.73%-27.93%-26.58% 70.07%2024-12-30 118.4945.833.63 2.07%1.33%
82301391卡莱特 49.162.42% 21.358.9919.5415.68 8.94%-4.14%-31.03%-28.63% 25.70%2024-12-30 45.64238.9522.04 0.00%0.51%
83300790宇瞳光学 17.672.67% 12.363.3716.0910.26 6.64%-17.68%-40.97%-29.66% -10.98%2024-12-30 81.1737.535.12 0.60%0.91%
84688489三未信安 23.462.36% 28.094.494.609.25 7.21%0.69%-36.50%-40.08% -34.83%2024-12-30 39.48-91.1510.66 0.00%0.44%
85301608博实结 48.000.90% 37.082.252.309.23 9.55%3.11%-44.81%-43.57% -32.49%2024-12-30 28.5627.1216.49 1.34%0.32%
86301117佳缘科技 18.411.15% 14.611.120.003.37 11.36%-10.59%-51.70%-63.26% -40.52%2024-12-30 21.33-77.516.84 0.00%0.24%
87301042安联锐视 29.816.09% 0.000.001.150.46 11.53%-52.49%-62.51%-60.72% -19.76%2024-12-30 27.50107.0610.84 0.94%0.31%
88920036觅睿科技 32.993.42% 32.5813.48 12.57%1.49%-27.59% -19.73%2026-03-09 4.3122.6910.71 0.00%0.05%
89301666大普微-UW 433.345.28% 6.7486.52 1.75%-19.41%8.22% 77.20%2026-04-16 114.91-393.266.15 0.00%1.29%

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。