EASTMONEY L2 INDUSTRY
风电设备（BK1032）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，风电设备官方综合位次为第124/128位（Rank 11.09）， 加权综合位次为第120/128位（Rank 11.88）。官方20R为25.78 （20日收益-8.91%）；有效成分股为30/31只， 最大单股权重为10.00%。
官方20R、60R、120R分别为25.78、11.72和3.12。 相对上证指数的20日超额收益为-3.23%，自基准日以来收益为14.51%。
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120位，20日相对强度为15.62， 20日相对上证指数收益为-6.67%。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31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 | 601218 | 吉鑫科技 | 4.96 | -2.17% | 77.42 | 96.77 | 90.00 | 90.19 | -3.90% | -0.33% | 27.92% | -10.42% | 48.06% | 2024-12-30 | 48.06 | -9,754,836.00 | 3.16 | 0.71% | 2.16% |
| 2 | 000809 | 和展能源 | 3.25 | 0.31% | 74.19 | 80.65 | 96.67 | 85.76 | -3.53% | -0.50% | 16.76% | 0.36% | 7.97% | 2024-12-30 | 26.81 | -3,466,264.00 | 3.22 | 0.00% | 1.20% |
| 3 | 600072 | 中船科技 | 9.46 | -6.15% | 96.77 | 90.32 | 73.33 | 84.82 | 1.65% | 10.21% | 18.31% | -21.02% | -36.08% | 2024-12-30 | 102.48 | -36,393,867.00 | 4.85 | 0.00% | 4.60% |
| 4 | 301456 | 盘古智能 | 23.44 | 1.43% | 64.52 | 77.42 | 86.67 | 78.54 | 2.78% | -1.46% | 16.23% | -12.73% | 0.56% | 2024-12-30 | 16.07 | -931,874.00 | 14.84 | 0.85% | 0.72% |
| 5 | 300690 | 双一科技 | 22.50 | -3.76% | 58.06 | 87.10 | 80.00 | 78.45 | -4.22% | -2.30% | 17.78% | -16.09% | -5.42% | 2024-12-30 | 25.11 | -30,018,171.00 | 9.96 | 2.25% | 1.13% |
| 6 | 301040 | 中环海陆 | 24.12 | 4.15% | 61.29 | 74.19 | 83.33 | 75.27 | 3.21% | -1.87% | 15.17% | -15.05% | 89.03% | 2024-12-30 | 22.76 | -11,171,796.00 | 6.81 | 0.00% | 1.02% |
| 7 | 300904 | 威力传动 | 40.12 | -4.18% | 54.84 | 83.87 | 70.00 | 72.52 | -9.13% | -2.78% | 16.87% | -21.70% | -31.58% | 2024-12-30 | 13.87 | -9,890,737.00 | 7.75 | 0.00% | 0.62% |
| 8 | 300185 | 通裕重工 | 2.69 | -0.74% | 70.97 | 51.61 | 93.33 | 72.17 | -2.15% | -0.70% | 1.73% | -6.88% | 0.75% | 2024-12-30 | 103.47 | 12,580,245.00 | 1.76 | 0.26% | 4.65% |
| 9 | 603248 | 锡华科技 | 18.24 | -3.39% | 83.87 | 67.74 | 66.67 | 70.54 | -0.86% | 2.72% | 10.27% | -21.88% | -50.45% | 2025-12-23 | 13.04 | -43,439,223.00 | 79.30 | 0.88% | 0.59% |
| 10 | 301557 | 常友科技 | 76.50 | 2.78% | 67.74 | 58.06 | 76.67 | 67.44 | 7.06% | -1.43% | 1.91% | -18.53% | -14.99% | 2025-03-04 | 19.03 | 5,317,698.00 | 46.65 | 0.84% | 0.85% |
| 11 | 301163 | 宏德股份 | 20.76 | -1.84% | 80.65 | 61.29 | 60.00 | 64.65 | -4.33% | 1.11% | 7.20% | -25.37% | -5.25% | 2024-12-30 | 11.36 | 887,070.00 | 13.93 | 0.60% | 0.51% |
| 12 | 002531 | 天顺风能 | 6.96 | -1.83% | 41.94 | 93.55 | 20.00 | 53.81 | -4.38% | -6.97% | 18.58% | -37.09% | -12.12% | 2024-12-30 | 124.37 | 82,341,180.00 | 2.06 | 0.00% | 5.58% |
| 13 | 300569 | 天能重工 | 4.59 | -1.08% | 32.26 | 54.84 | 63.33 | 53.72 | -5.27% | -8.15% | 1.78% | -22.72% | -9.82% | 2024-12-30 | 46.80 | -33,151,208.00 | 5.10 | 0.38% | 2.10% |
| 14 | 300850 | 新强联 | 24.50 | -2.74% | 9.68 | 70.97 | 43.33 | 47.66 | -7.11% | -14.66% | 11.14% | -31.32% | 23.36% | 2024-12-30 | 79.19 | -74,669,254.00 | 17.63 | 1.20% | 3.56% |
| 15 | 603507 | 振江股份 | 22.50 | 0.00% | 87.10 | 64.52 | 6.67 | 45.89 | -8.16% | 3.16% | 9.60% | -41.57% | -6.83% | 2024-12-30 | 53.17 | 5,671,775.00 | 10.92 | 1.03% | 2.39% |
| 16 | 603985 | 恒润股份 | 15.29 | 2.00% | 45.16 | 41.94 | 50.00 | 45.81 | -3.30% | -4.69% | -0.22% | -30.39% | 23.41% | 2024-12-30 | 67.41 | -19,893,328.00 | 7.53 | 0.39% | 3.03% |
| 17 | 688349 | 三一重能 | 13.58 | -1.81% | 90.32 | 38.71 | 26.67 | 44.22 | 9.65% | 7.18% | -2.43% | -36.26% | -56.46% | 2024-12-30 | 212.69 | 1,975,600.00 | 8.82 | 2.09% | 9.55% |
| 18 | 688660 | 电气风电 | 7.69 | -1.41% | 16.13 | 48.39 | 53.33 | 43.91 | -1.59% | -12.04% | 0.89% | -29.82% | 2.53% | 2024-12-30 | 102.53 | -17,551,997.00 | 2.71 | 0.00% | 4.60% |
| 19 | 603218 | 日月股份 | 8.84 | -1.12% | 51.61 | 29.03 | 46.67 | 40.60 | -2.37% | -3.71% | -6.25% | -30.45% | -27.54% | 2024-12-30 | 90.96 | -21,709,395.00 | 9.82 | 4.25% | 4.08% |
| 20 | 301155 | 海力风电 | 37.21 | -2.44% | 19.35 | 45.16 | 33.33 | 35.27 | 2.55% | -11.90% | 0.02% | -33.23% | -31.95% | 2024-12-30 | 46.34 | -1,257,039.00 | 21.26 | 0.43% | 2.08% |
| 21 | 300443 | 金雷股份 | 17.37 | 0.17% | 29.03 | 32.26 | 36.67 | 33.38 | -2.70% | -8.54% | -5.14% | -33.21% | -14.81% | 2024-12-30 | 42.05 | -34,771,351.00 | 19.97 | 1.09% | 1.89% |
| 22 | 601026 | 道生天合 | 11.86 | -0.25% | 12.90 | 19.35 | 56.67 | 32.99 | -10.38% | -13.78% | -15.40% | -26.52% | -60.04% | 2025-10-17 | 40.37 | -36,284,221.00 | 3.77 | 4.05% | 1.81% |
| 23 | 300129 | 泰胜风能 | 6.79 | -0.44% | 35.48 | 35.48 | 16.67 | 27.96 | -3.46% | -7.79% | -4.33% | -37.25% | -5.96% | 2024-12-30 | 48.80 | -39,599,693.00 | 5.14 | 0.88% | 2.19% |
| 24 | 002202 | 金风科技 | 15.22 | 0.53% | 6.45 | 22.58 | 40.00 | 26.32 | 1.77% | -15.21% | -9.36% | -32.40% | 44.81% | 2024-12-30 | 511.94 | -122,139,372.00 | 9.34 | 1.31% | 10.00% |
| 25 | 603092 | 德力佳 | 38.38 | -0.05% | 25.81 | 16.13 | 23.33 | 20.95 | -4.03% | -9.59% | -17.11% | -37.01% | -45.58% | 2025-11-07 | 13.27 | -10,384,334.00 | 3,838.00 | 1.62% | 0.60% |
| 26 | 300772 | 运达股份 | 8.52 | -1.39% | 48.39 | 9.68 | 13.33 | 18.88 | -2.94% | -4.67% | -19.12% | -38.57% | -36.47% | 2024-12-30 | 59.47 | -51,646,277.00 | 8.11 | 0.70% | 2.67% |
| 27 | 601615 | 明阳智能 | 8.75 | 0.00% | 38.71 | 12.90 | 10.00 | 16.90 | -1.23% | -6.98% | -17.11% | -39.87% | -32.07% | 2024-12-30 | 197.88 | -76,049,650.00 | 11.51 | 2.02% | 8.88% |
| 28 | 002487 | 大金重工 | 33.81 | -2.45% | 22.58 | 25.81 | 3.33 | 16.17 | -9.94% | -10.36% | -7.95% | -51.85% | 63.10% | 2024-12-30 | 213.31 | -482,483,736.00 | 19.43 | 0.48% | 9.58% |
| 29 | 603063 | 禾望电气 | 23.18 | -0.30% | 0.00 | 6.45 | 30.00 | 14.58 | -2.74% | -18.33% | -19.96% | -34.93% | 10.64% | 2024-12-30 | 107.30 | -42,693,280.00 | 11.77 | 0.55% | 4.82% |
| 30 | 301232 | 飞沃科技 | 69.58 | 1.13% | 3.23 | 3.23 | 0.00 | 1.94 | 2.28% | -18.21% | -33.95% | -60.45% | 173.08% | 2024-12-30 | 43.64 | 1,420,993.00 | 99.40 | 0.14% | 1.96% |
| 31 | 920200 | 振宏股份 | 29.22 | 1.07% | 93.55 | 0.00 | — | — | -1.45% | 9.82% | -53.80% | — | -68.92% | 2026-05-07 | 12.96 | -3,391,603.00 | 11.78 | 0.00% | 0.58% |
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。