EASTMONEY L2 INDUSTRY
通信服务（BK0736）动量观察
所属东方财富一级行业：通信。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，通信服务官方综合位次为第91/128位（Rank 38.91）， 加权综合位次为第48/128位（Rank 54.22）。官方20R为58.59 （20日收益4.93%）；有效成分股为39/39只， 最大单股权重为10.00%。
官方20R、60R、120R分别为58.59、9.38和58.59。 相对上证指数的20日超额收益为7.26%，自基准日以来收益为-2.69%。
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48位，20日相对强度为64.84， 20日相对上证指数收益为7.14%。官方指数与加权口径的位次差为43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39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 | 603559 | 中通国脉 | 9.07 | -1.41% | 81.58 | 97.37 | 97.37 | 94.21 | 3.19% | 15.00% | 11.63% | 38.04% | 4.86% | 2024-12-30 | 36.40 | -22.26 | 1.95 | 0.00% | 1.00% |
| 2 | 601728 | 中国电信 | 6.23 | -0.95% | 76.32 | 94.74 | 89.47 | 88.95 | -1.47% | 14.18% | 9.77% | 14.72% | -14.19% | 2024-12-30 | 4,836.33 | 17.18 | 5.02 | 4.37% | 10.00% |
| 3 | 600941 | 中国移动 | 95.99 | -0.45% | 57.89 | 92.11 | 81.58 | 81.05 | -2.65% | 9.04% | 6.56% | 8.91% | -17.51% | 2024-12-30 | 866.57 | 15.18 | 65.30 | 4.89% | 10.00% |
| 4 | 300738 | 奥飞数据 | 23.62 | 2.96% | 84.21 | 86.84 | 71.05 | 80.00 | 6.55% | 18.51% | -0.35% | 2.56% | 53.55% | 2024-12-30 | 232.63 | 175.84 | 3.73 | 0.06% | 6.38% |
| 5 | 000839 | 国安股份 | 2.85 | -0.70% | 78.95 | 68.42 | 76.32 | 73.68 | -0.24% | 14.53% | -6.95% | 3.61% | -9.52% | 2024-12-30 | 111.72 | 118.59 | 0.40 | 0.00% | 3.07% |
| 6 | 600050 | 中国联通 | 4.39 | -1.79% | 60.53 | 89.47 | 63.16 | 73.16 | -1.98% | 9.66% | 2.59% | -4.08% | -18.85% | 2024-12-30 | 1,360.48 | 15.04 | 5.42 | 3.72% | 10.00% |
| 7 | 000889 | 中嘉博创 | 3.92 | 0.00% | 97.37 | 44.74 | 86.84 | 72.11 | 5.51% | 31.70% | -14.56% | 13.24% | 54.94% | 2024-12-30 | 34.10 | -138.68 | 0.07 | 0.00% | 0.94% |
| 8 | 301380 | 挖金客 | 32.43 | 3.05% | 94.74 | 78.95 | 52.63 | 71.58 | 6.51% | 24.71% | -2.71% | -10.36% | -5.06% | 2024-12-30 | 26.18 | 76.42 | 7.26 | 0.62% | 0.72% |
| 9 | 603206 | 嘉环科技 | 15.54 | 9.98% | 71.05 | 76.32 | 65.79 | 71.05 | 15.80% | 12.78% | -3.12% | -3.77% | -10.43% | 2024-12-30 | 47.43 | 89.09 | 7.47 | 0.39% | 1.30% |
| 10 | 301382 | 蜂助手 | 41.88 | 2.15% | 28.95 | 71.05 | 84.21 | 67.89 | 20.30% | 2.04% | -6.26% | 9.56% | 95.22% | 2024-12-30 | 98.99 | 77.63 | 6.64 | 0.12% | 2.72% |
| 11 | 300560 | 中富通 | 15.36 | 7.94% | 5.26 | 84.21 | 68.42 | 62.11 | 21.09% | -12.34% | -1.30% | -0.53% | -2.78% | 2024-12-30 | 28.72 | -46.30 | 3.87 | 0.00% | 0.79% |
| 12 | 300383 | 光环新网 | 14.01 | -0.64% | 68.42 | 63.16 | 55.26 | 61.05 | 4.43% | 11.70% | -7.78% | -9.92% | -0.71% | 2024-12-30 | 251.38 | -33.17 | 6.58 | 0.14% | 6.90% |
| 13 | 300959 | 线上线下 | 97.25 | 5.71% | 0.00 | 73.68 | 78.95 | 61.05 | 5.55% | -18.61% | -4.80% | 8.39% | 106.39% | 2024-12-30 | 50.89 | -714.25 | 13.76 | 0.00% | 1.40% |
| 14 | 300025 | 华星创业 | 4.77 | 0.21% | 86.84 | 60.53 | 47.37 | 60.53 | 9.88% | 18.67% | -10.77% | -15.31% | -57.90% | 2024-12-30 | 24.17 | -16.59 | 0.84 | 0.00% | 0.66% |
| 15 | 002115 | 三维通信 | 11.80 | 1.72% | 92.11 | 52.63 | 42.11 | 56.32 | 8.98% | 23.11% | -13.36% | -19.46% | 69.05% | 2024-12-30 | 88.06 | -720.47 | 2.51 | 0.00% | 2.42% |
| 16 | 300211 | *ST亿通 | 7.47 | 5.66% | 42.11 | 57.89 | 57.89 | 54.74 | 14.87% | 5.50% | -11.01% | -8.59% | -22.11% | 2024-12-30 | 22.30 | -76.22 | 1.45 | 0.00% | 0.61% |
| 17 | 002929 | 润建股份 | 57.77 | 6.96% | 26.32 | 21.05 | 94.74 | 51.58 | 20.93% | 1.69% | -19.63% | 26.92% | 63.56% | 2024-12-30 | 125.11 | 436.33 | 22.05 | 0.10% | 3.43% |
| 18 | 002123 | 梦网科技 | 8.69 | 1.05% | 39.47 | 81.58 | 26.32 | 51.05 | 4.16% | 4.93% | -1.97% | -22.01% | -24.43% | 2024-12-30 | 62.61 | -32.31 | 1.89 | 0.00% | 1.72% |
| 19 | 300050 | 世纪鼎利 | 5.82 | 3.01% | 52.63 | 23.68 | 73.68 | 49.47 | 6.08% | 8.34% | -17.03% | 3.30% | 3.93% | 2024-12-30 | 31.69 | 204.59 | 0.76 | 0.00% | 0.87% |
| 20 | 300603 | 立昂技术 | 8.11 | -0.49% | 55.26 | 36.84 | 44.74 | 43.68 | 4.85% | 8.90% | -15.52% | -15.91% | -28.73% | 2024-12-30 | 30.33 | -21.99 | 2.71 | 0.00% | 0.83% |
| 21 | 300513 | 恒实科技 | 7.21 | 0.56% | 47.37 | 47.37 | 36.84 | 43.16 | 5.67% | 7.43% | -13.74% | -19.77% | -23.70% | 2024-12-30 | 22.60 | -3.23 | 1.72 | 0.00% | 0.62% |
| 22 | 300571 | 平治信息 | 35.13 | 2.66% | 18.42 | 5.26 | 92.11 | 42.63 | 15.14% | -3.16% | -30.81% | 24.43% | 34.24% | 2024-12-30 | 40.62 | -24.46 | 8.85 | 0.00% | 1.11% |
| 23 | 300597 | 吉大通信 | 7.49 | -0.40% | 63.16 | 26.32 | 39.47 | 38.95 | 5.24% | 10.88% | -16.52% | -19.77% | -15.65% | 2024-12-30 | 20.33 | -24.14 | 3.44 | 0.00% | 0.56% |
| 24 | 300442 | 润泽科技 | 69.92 | 2.82% | 10.53 | 42.11 | 50.00 | 38.95 | 13.85% | -9.34% | -15.31% | -11.11% | 31.53% | 2024-12-30 | 1,144.05 | 22.72 | 8.52 | 0.92% | 10.00% |
| 25 | 002148 | 北纬科技 | 6.38 | -0.16% | 21.05 | 50.00 | 31.58 | 36.84 | 2.10% | -1.01% | -13.55% | -21.07% | -6.86% | 2024-12-30 | 28.77 | -635.37 | 2.18 | 0.00% | 0.79% |
| 26 | 301428 | 世纪恒通 | 29.78 | 0.40% | 15.79 | 65.79 | 15.79 | 35.79 | 10.48% | -3.67% | -7.18% | -26.38% | -22.59% | 2024-12-30 | 20.74 | -81.57 | 12.20 | 0.00% | 0.57% |
| 27 | 603322 | 超讯科技 | 27.29 | 3.57% | 34.21 | 34.21 | 28.95 | 32.11 | 5.05% | 2.84% | -15.73% | -21.99% | -29.04% | 2024-12-30 | 43.01 | -120.57 | 1.67 | 0.00% | 1.18% |
| 28 | 300578 | 会畅科技 | 16.43 | 2.75% | 50.00 | 39.47 | 10.53 | 30.00 | 9.04% | 7.78% | -15.32% | -30.10% | -18.58% | 2024-12-30 | 32.57 | -234.78 | 5.81 | 0.00% | 0.89% |
| 29 | 300292 | 吴通控股 | 4.29 | 0.23% | 23.68 | 2.63 | 60.53 | 30.00 | 2.82% | 1.18% | -31.09% | -5.22% | -15.38% | 2024-12-30 | 47.87 | 49.05 | 1.09 | 0.00% | 1.31% |
| 30 | 600289 | ST信通 | 4.67 | 0.86% | 2.63 | 55.26 | 18.42 | 30.00 | 0.22% | -13.53% | -11.65% | -25.12% | 148.40% | 2025-01-14 | 26.43 | -6.30 | 1.42 | 0.00% | 0.73% |
| 31 | 002467 | 二六三 | 4.88 | 0.00% | 44.74 | 18.42 | 23.68 | 25.79 | 5.48% | 6.38% | -21.30% | -24.11% | -14.39% | 2024-12-30 | 66.70 | -23.60 | 1.14 | 0.00% | 1.83% |
| 32 | 603220 | 中贝通信 | 19.58 | 2.89% | 36.84 | 10.53 | 34.21 | 25.26 | 6.34% | 3.94% | -26.45% | -20.56% | -18.69% | 2024-12-30 | 105.02 | 129.06 | 7.12 | 0.36% | 2.88% |
| 33 | 300310 | 宜通世纪 | 4.49 | 0.90% | 73.68 | 15.79 | 7.89 | 24.21 | 4.84% | 14.02% | -21.43% | -30.46% | -44.22% | 2024-12-30 | 31.04 | 361.56 | 2.14 | 0.00% | 0.85% |
| 34 | 603881 | 数据港 | 26.40 | 0.61% | 65.79 | 13.16 | 13.16 | 23.68 | 8.19% | 11.37% | -26.40% | -28.29% | 22.51% | 2024-12-30 | 227.58 | 164.04 | 3.88 | 0.18% | 6.24% |
| 35 | 300921 | 南凌科技 | 15.13 | 0.93% | 13.16 | 31.58 | 21.05 | 23.68 | 10.94% | -5.47% | -15.92% | -24.64% | 4.04% | 2024-12-30 | 24.49 | 183.73 | 3.17 | 0.47% | 0.67% |
| 36 | 301139 | *ST元道 | 3.98 | -1.97% | 89.47 | 0.00 | 0.00 | 17.89 | 5.11% | 21.49% | -65.06% | -74.94% | -83.03% | 2024-12-30 | 3.03 | 54.76 | 15.92 | 0.00% | 0.08% |
| 37 | 300081 | ST恒信 | 3.11 | -0.96% | 7.89 | 28.95 | 5.26 | 15.26 | 10.16% | -10.07% | -16.17% | -35.99% | -58.86% | 2024-12-30 | 18.81 | -5.07 | 1.30 | 0.00% | 0.52% |
| 38 | 002544 | 普天科技 | 16.87 | 2.37% | 31.58 | 7.89 | 2.63 | 10.53 | 6.42% | 2.39% | -30.73% | -43.31% | -23.18% | 2024-12-30 | 114.80 | 457.14 | 5.46 | 0.11% | 3.15% |
| 39 | 920924 | 广脉科技 | 15.10 | 2.03% | — | — | — | — | — | — | — | — | 2.03% | 2026-08-04 | 9.87 | 93.11 | 2.99 | 0.00% | 0.27% |
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。