EASTMONEY L2 INDUSTRY
电机Ⅱ（BK1030）动量观察
所属东方财富一级行业：电力设备。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，电机Ⅱ官方综合位次为第99/128位（Rank 30.00）， 加权综合位次为第90/128位（Rank 35.16）。官方20R为46.88 （20日收益-5.96%）；有效成分股为25/27只， 最大单股权重为10.00%。
官方20R、60R、120R分别为46.88、29.69和21.88。 相对上证指数的20日超额收益为-0.28%，自基准日以来收益为16.73%。
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90位，20日相对强度为71.09， 20日相对上证指数收益为2.66%。官方指数与加权口径的位次差为9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27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 | 301226 | 祥明智能 | 35.64 | -3.36% | 96.30 | 96.30 | 80.77 | 90.09 | -5.17% | 27.54% | 48.44% | -0.36% | 49.06% | 2024-12-30 | 38.78 | -18,668,695.00 | 8.35 | 0.17% | 2.40% |
| 2 | 603819 | 神力股份 | 15.22 | -0.46% | 74.07 | 92.59 | 92.31 | 88.77 | 3.24% | 5.45% | 41.90% | 18.52% | 18.44% | 2024-12-30 | 33.14 | 27,216,391.00 | 24.55 | 0.26% | 2.05% |
| 3 | 002576 | 通达动力 | 14.40 | -0.69% | 85.19 | 77.78 | 69.23 | 75.84 | -0.13% | 7.36% | 14.43% | -12.84% | -18.78% | 2024-12-30 | 23.33 | -3,969,603.00 | 7.91 | 0.55% | 1.45% |
| 4 | 300907 | 康平科技 | 44.95 | -2.54% | 7.41 | 85.19 | 96.15 | 74.02 | -4.33% | -8.89% | 14.69% | 57.78% | 104.50% | 2024-12-30 | 43.15 | 4,634,734.00 | 8.36 | 0.56% | 2.67% |
| 5 | 300626 | 华瑞股份 | 26.18 | -0.53% | 55.56 | 70.37 | 84.62 | 73.11 | -3.08% | 0.81% | 9.78% | 0.67% | 179.10% | 2024-12-30 | 47.10 | -10,094,644.00 | 2.95 | 0.06% | 2.92% |
| 6 | 603728 | 鸣志电器 | 49.52 | -0.48% | 88.89 | 55.56 | 76.92 | 70.77 | 9.54% | 9.28% | 2.96% | -6.45% | -13.02% | 2024-12-30 | 207.43 | -22,155,829.00 | 7.09 | 0.05% | 10.00% |
| 7 | 603489 | 八方股份 | 26.96 | -1.75% | 51.85 | 81.48 | 46.15 | 61.42 | 2.53% | 0.48% | 14.68% | -16.15% | 9.50% | 2024-12-30 | 63.25 | 1,189,979.00 | 11.93 | 0.56% | 3.92% |
| 8 | 000922 | 佳电股份 | 11.05 | 0.55% | 25.93 | 62.96 | 73.08 | 59.60 | -1.38% | -2.28% | 4.37% | -12.05% | -2.56% | 2024-12-30 | 77.89 | -36,585,572.00 | 5.67 | 0.83% | 4.83% |
| 9 | 003021 | 兆威机电 | 75.81 | 4.46% | 92.59 | 40.74 | 53.85 | 56.35 | 21.77% | 17.28% | 0.75% | -15.13% | -1.39% | 2024-12-30 | 157.85 | 91,741,956.00 | 21.18 | 0.51% | 9.78% |
| 10 | 603988 | 中电电机 | 17.30 | 0.12% | 33.33 | 88.89 | 34.62 | 56.07 | 5.72% | -0.93% | 25.83% | -21.47% | -33.84% | 2024-12-30 | 40.69 | 31,765,380.00 | 3.55 | 0.26% | 2.52% |
| 11 | 603320 | 迪贝电气 | 16.80 | -1.70% | 37.04 | 74.07 | 38.46 | 52.42 | 0.85% | 0.08% | 13.36% | -20.13% | 16.26% | 2024-12-30 | 25.06 | 24,697.00 | 7.96 | 1.01% | 1.55% |
| 12 | 301502 | 华阳智能 | 45.00 | -0.92% | 18.52 | 29.63 | 88.46 | 50.94 | 2.56% | -4.79% | -2.31% | 2.65% | -3.00% | 2024-12-30 | 10.65 | 9,990,612.00 | 86.54 | 0.58% | 0.66% |
| 13 | 002892 | 科力尔 | 8.62 | -0.81% | 70.37 | 25.93 | 65.38 | 50.60 | 7.34% | 4.61% | -3.00% | -12.91% | -46.49% | 2024-12-30 | 43.20 | 533,526.00 | 2.39 | 0.22% | 2.68% |
| 14 | 002823 | 凯中精密 | 12.04 | -2.03% | 40.74 | 48.15 | 57.69 | 50.48 | 0.70% | 0.08% | 2.36% | -14.70% | -18.21% | 2024-12-30 | 26.85 | -6,708,105.00 | 6.17 | 3.55% | 1.66% |
| 15 | 301023 | 奕帆传动 | 27.07 | -1.42% | 66.67 | 66.67 | 23.08 | 49.23 | -0.09% | 3.11% | 4.55% | -24.88% | -44.81% | 2024-12-30 | 18.15 | -1,803,030.00 | 8.70 | 2.40% | 1.12% |
| 16 | 002801 | 微光股份 | 25.26 | -2.17% | 44.44 | 37.04 | 61.54 | 48.32 | 1.56% | 0.33% | -0.07% | -13.22% | 0.44% | 2024-12-30 | 28.74 | -3,890,383.00 | 8.62 | 1.96% | 1.78% |
| 17 | 603350 | 安乃达 | 26.80 | -1.40% | 62.96 | 33.33 | 50.00 | 45.93 | -0.39% | 2.77% | -1.72% | -16.12% | -28.86% | 2024-12-30 | 11.83 | 815,933.00 | 15.40 | 1.12% | 0.73% |
| 18 | 603344 | 星德胜 | 20.11 | -0.45% | 14.81 | 51.85 | 42.31 | 40.63 | -7.36% | -7.85% | 2.49% | -19.46% | -17.55% | 2024-12-30 | 10.87 | -8,880,784.00 | 11.17 | 0.00% | 0.67% |
| 19 | 002196 | 方正电机 | 9.64 | -0.62% | 59.26 | 44.44 | 26.92 | 40.40 | 4.43% | 1.98% | 1.49% | -23.29% | 72.14% | 2024-12-30 | 47.25 | -18,872,828.00 | 2.90 | 0.00% | 2.93% |
| 20 | 002249 | 大洋电机 | 6.42 | 0.94% | 77.78 | 18.52 | 30.77 | 35.27 | 4.65% | 5.66% | -3.44% | -22.56% | 5.42% | 2024-12-30 | 120.16 | 3,098,622.00 | 4.25 | 3.03% | 7.45% |
| 21 | 002176 | 江特电机 | 7.58 | -0.39% | 11.11 | 59.26 | 11.54 | 30.54 | -2.00% | -8.05% | 3.13% | -29.25% | -1.69% | 2024-12-30 | 128.84 | -77,672,745.00 | 1.68 | 0.00% | 7.98% |
| 22 | 600416 | 湘电股份 | 8.04 | -0.74% | 29.63 | 22.22 | 19.23 | 22.51 | 2.06% | -1.27% | -3.14% | -27.17% | -30.45% | 2024-12-30 | 118.65 | -20,302,944.00 | 5.87 | 0.00% | 7.35% |
| 23 | 300660 | 江苏雷利 | 23.26 | -0.64% | 81.48 | 14.81 | 0.00 | 22.22 | 7.36% | 5.75% | -7.34% | -37.39% | -42.00% | 2024-12-30 | 135.12 | -24,947,858.00 | 6.06 | 0.66% | 8.37% |
| 24 | 603370 | 华新精科 | 26.10 | -1.02% | 48.15 | 7.41 | 7.69 | 15.67 | 2.48% | 0.47% | -21.00% | -32.00% | -62.34% | 2025-09-05 | 22.04 | -1,431,201.00 | 326.25 | 1.09% | 1.37% |
| 25 | 600580 | 卧龙电驱 | 24.36 | -1.42% | 22.22 | 11.11 | 15.38 | 15.04 | 3.53% | -3.67% | -13.56% | -27.51% | 27.54% | 2024-12-30 | 379.44 | -93,045,038.00 | 6.98 | 0.74% | 10.00% |
| 26 | 920100 | 三协电机 | 26.91 | 3.66% | 0.00 | 3.70 | 3.85 | 3.02 | -20.15% | -24.54% | -36.86% | -32.84% | -51.34% | 2025-09-08 | 15.16 | 2,458,931.00 | 4.49 | 0.00% | 0.94% |
| 27 | 920011 | 晨光电机 | 16.97 | 3.92% | 3.70 | 0.00 | — | — | -10.22% | -9.02% | -40.43% | — | -41.56% | 2026-04-08 | 3.16 | -1,040,375.00 | 10.41 | 0.00% | 0.20% |
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。