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2026-08-0516:15后自动更新
本期观察
截至2026-08-05，电机Ⅱ官方综合位次为第93/128位（Rank 38.59）， 加权综合位次为第116/128位（Rank 25.62）。官方20R为25.78 （20日收益-0.19%）；有效成分股为27/27只， 最大单股权重为10.00%。
官方20R、60R、120R分别为25.78、28.12和55.47。 相对上证指数的20日超额收益为2.14%，自基准日以来收益为28.06%。
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116位，20日相对强度为32.81， 20日相对上证指数收益为2.84%。官方指数与加权口径的位次差为23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 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 | 300626 | 华瑞股份 | 30.25 | 6.29% | 88.89 | 77.78 | 96.15 | 87.35 | 6.23% | 11.18% | -2.08% | 55.75% | 222.49% | 2024-12-30 | 54.42 | 548.30 | 2.94 | 0.06% | 3.08% |
| 2 | 600580 | 卧龙电驱 | 36.86 | 3.34% | 92.59 | 85.19 | 65.38 | 78.75 | 23.10% | 13.92% | -0.97% | -12.14% | 92.98% | 2024-12-30 | 574.14 | 51.13 | 6.97 | 0.49% | 10.00% |
| 3 | 603819 | 神力股份 | 13.51 | 0.82% | 55.56 | 81.48 | 84.62 | 77.55 | 8.98% | 3.15% | -1.42% | 12.56% | 5.14% | 2024-12-30 | 29.42 | 149.19 | 3.69 | 0.30% | 1.67% |
| 4 | 300907 | 康平科技 | 39.42 | 3.82% | 3.70 | 96.30 | 92.31 | 76.18 | 8.26% | -16.54% | 29.60% | 36.36% | 79.34% | 2024-12-30 | 37.84 | 79.10 | 8.14 | 0.63% | 2.14% |
| 5 | 002892 | 科力尔 | 9.89 | 0.00% | 77.78 | 92.59 | 50.00 | 72.59 | 4.70% | 7.88% | 1.29% | -17.21% | -25.98% | 2024-12-30 | 49.56 | 221.71 | 1.68 | 0.22% | 2.81% |
| 6 | 002801 | 微光股份 | 28.28 | -0.21% | 70.37 | 74.07 | 53.85 | 65.24 | 2.55% | 4.35% | -5.96% | -14.87% | 12.45% | 2024-12-30 | 32.75 | 17.82 | 8.54 | 1.75% | 1.85% |
| 7 | 002823 | 凯中精密 | 13.35 | 0.83% | 37.04 | 59.26 | 69.23 | 58.80 | 3.32% | -0.93% | -11.41% | -10.80% | -9.31% | 2024-12-30 | 29.22 | 18.77 | 6.18 | 3.19% | 1.65% |
| 8 | 920100 | 三协电机 | 36.40 | 6.06% | 14.81 | 88.89 | 46.15 | 56.98 | 12.45% | -3.81% | -0.87% | -17.33% | -34.18% | 2025-09-08 | 9.97 | 62.27 | 4.41 | 0.00% | 0.56% |
| 9 | 002576 | 通达动力 | 14.65 | -2.14% | 85.19 | 33.33 | 57.69 | 53.45 | 2.74% | 8.56% | -14.72% | -13.78% | -17.37% | 2024-12-30 | 23.74 | 29.36 | 7.92 | 0.54% | 1.34% |
| 10 | 002176 | 江特电机 | 9.47 | 2.16% | 81.48 | 3.70 | 80.77 | 50.09 | 14.04% | 8.49% | -27.87% | 7.70% | 22.83% | 2024-12-30 | 160.97 | -43.64 | 1.71 | 0.00% | 9.12% |
| 11 | 301502 | 华阳智能 | 51.28 | 5.86% | 0.00 | 25.93 | 88.46 | 45.75 | 6.36% | -18.34% | -17.25% | 15.15% | 10.54% | 2024-12-30 | 12.10 | 137.35 | 14.40 | 0.51% | 0.69% |
| 12 | 301226 | 祥明智能 | 28.88 | 1.55% | 51.85 | 11.11 | 76.92 | 45.58 | 1.84% | 1.71% | -22.98% | -2.09% | 20.79% | 2024-12-30 | 31.42 | 189.28 | 8.30 | 0.21% | 1.78% |
| 13 | 603489 | 八方股份 | 26.66 | 1.64% | 62.96 | 7.41 | 73.08 | 44.79 | 4.57% | 4.01% | -25.51% | -8.68% | 8.29% | 2024-12-30 | 62.55 | 60.83 | 11.64 | 0.56% | 3.54% |
| 14 | 301023 | 奕帆传动 | 29.65 | 1.82% | 25.93 | 62.96 | 34.62 | 44.22 | 7.26% | -2.06% | -10.06% | -21.00% | 5.31% | 2024-12-30 | 15.35 | 38.78 | 8.72 | 2.53% | 0.87% |
| 15 | 300660 | 江苏雷利 | 28.46 | 1.03% | 48.15 | 70.37 | 15.38 | 43.93 | 9.56% | 0.94% | -8.34% | -25.66% | 31.83% | 2024-12-30 | 165.33 | 55.34 | 6.00 | 0.95% | 9.36% |
| 16 | 603728 | 鸣志电器 | 52.48 | 1.27% | 7.41 | 66.67 | 38.46 | 43.53 | 9.39% | -8.27% | -9.29% | -20.79% | -7.82% | 2024-12-30 | 219.83 | 359.62 | 7.07 | 0.05% | 10.00% |
| 17 | 603370 | 华新精科 | 35.26 | 5.76% | 66.67 | 51.85 | 23.08 | 43.30 | 7.83% | 4.15% | -11.78% | -24.64% | -49.12% | 2025-09-05 | 12.34 | 37.30 | 10.98 | 0.81% | 0.70% |
| 18 | 603988 | 中电电机 | 20.65 | 10.02% | 96.30 | 55.56 | 3.85 | 43.02 | 9.60% | 34.11% | -11.74% | -29.98% | -21.03% | 2024-12-30 | 48.57 | 158.49 | 2.79 | 0.22% | 2.75% |
| 19 | 000922 | 佳电股份 | 11.68 | 2.10% | 44.44 | 14.81 | 61.54 | 39.43 | 7.25% | 0.81% | -21.62% | -13.44% | 3.00% | 2024-12-30 | 82.34 | 38.34 | 5.54 | 0.78% | 4.66% |
| 20 | 603344 | 星德胜 | 22.58 | 1.80% | 29.63 | 44.44 | 30.77 | 36.01 | 2.94% | -1.99% | -12.24% | -22.51% | -7.42% | 2024-12-30 | 12.20 | 25.31 | 11.18 | 0.00% | 0.69% |
| 21 | 002249 | 大洋电机 | 7.56 | 0.27% | 59.26 | 40.74 | 19.23 | 35.84 | 3.26% | 3.67% | -13.03% | -25.02% | 24.14% | 2024-12-30 | 140.90 | 17.23 | 3.92 | 3.89% | 7.98% |
| 22 | 003021 | 兆威机电 | 81.17 | 1.59% | 22.22 | 48.15 | 11.54 | 28.32 | 6.42% | -2.25% | -11.84% | -27.52% | 5.58% | 2024-12-30 | 168.34 | 85.41 | 18.79 | 0.47% | 9.53% |
| 23 | 603350 | 安乃达 | 27.63 | -0.18% | 11.11 | 37.04 | 26.92 | 27.81 | 2.84% | -5.14% | -14.52% | -22.85% | -26.65% | 2024-12-30 | 12.19 | 27.98 | 11.42 | 2.17% | 0.69% |
| 24 | 603320 | 迪贝电气 | 16.54 | 0.73% | 40.74 | 0.00 | 42.31 | 25.07 | 2.46% | 0.37% | -29.11% | -19.82% | 14.46% | 2024-12-30 | 24.67 | 30.63 | 7.84 | 1.03% | 1.40% |
| 25 | 600416 | 湘电股份 | 9.35 | -0.11% | 74.07 | 22.22 | 0.00 | 23.70 | 1.67% | 6.56% | -19.32% | -31.00% | -19.12% | 2024-12-30 | 137.99 | 61.39 | 6.58 | 0.00% | 7.82% |
| 26 | 002196 | 方正电机 | 11.20 | 2.10% | 18.52 | 29.63 | 7.69 | 18.63 | 7.96% | -3.16% | -14.78% | -29.85% | 100.00% | 2024-12-30 | 54.70 | 264.34 | 2.88 | 0.00% | 3.10% |
| 27 | 920011 | 晨光电机 | 19.74 | 2.76% | 33.33 | 18.52 | — | — | 2.37% | -1.80% | -20.50% | — | -32.02% | 2026-04-08 | 3.67 | 17.46 | 10.28 | 0.00% | 0.21% |
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。