EASTMONEY L2 INDUSTRY
其他电源设备Ⅱ（BK1034）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，其他电源设备Ⅱ官方综合位次为第96/128位（Rank 38.44）， 加权综合位次为第111/128位（Rank 28.28）。官方20R为10.94 （20日收益-6.79%）；有效成分股为35/35只， 最大单股权重为10.00%。
官方20R、60R、120R分别为10.94、8.59和82.03。 相对上证指数的20日超额收益为-4.46%，自基准日以来收益为57.60%。
长期相对强度保持领先，但20日动量有所降温，需观察趋势是否重新扩散。
两种口径对照
成分股加权口径的综合位次为第111位，20日相对强度为11.72， 20日相对上证指数收益为-7.61%。官方指数与加权口径的位次差为15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35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 | 300105 | 龙源技术 | 8.03 | 1.01% | 91.43 | 97.06 | 94.12 | 94.76 | -6.39% | 13.86% | 28.54% | 15.57% | -0.37% | 2024-12-30 | 41.39 | -116.12 | 3.48 | 1.87% | 0.98% |
| 2 | 300491 | 通合科技 | 27.95 | 4.37% | 45.71 | 94.12 | 82.35 | 79.73 | 9.21% | -3.12% | 6.74% | 4.44% | 68.47% | 2024-12-30 | 44.05 | 123.67 | 6.78 | 0.28% | 1.04% |
| 3 | 002364 | 中恒电气 | 39.01 | 3.83% | 17.14 | 82.35 | 97.06 | 75.19 | 6.52% | -18.82% | -3.37% | 23.80% | 239.22% | 2024-12-30 | 217.72 | 173.96 | 4.34 | 0.26% | 5.14% |
| 4 | 300593 | 新雷能 | 26.63 | 4.19% | 80.00 | 85.29 | 58.82 | 73.65 | 11.11% | 7.54% | 0.09% | -5.65% | 126.64% | 2024-12-30 | 119.91 | -73.92 | 4.23 | 0.00% | 2.83% |
| 5 | 002366 | 融发核电 | 6.74 | 4.66% | 97.14 | 79.41 | 55.88 | 73.55 | 15.30% | 32.19% | -3.69% | -6.43% | 40.71% | 2024-12-30 | 124.71 | -172.86 | 2.23 | 0.00% | 2.95% |
| 6 | 002851 | 麦格米特 | 116.50 | 9.08% | 20.00 | 88.24 | 67.65 | 66.35 | 7.05% | -17.37% | 0.93% | -1.01% | 81.75% | 2024-12-30 | 537.69 | 467.60 | 15.31 | 0.03% | 10.00% |
| 7 | 600875 | 东方电气 | 27.95 | 1.23% | 65.71 | 38.24 | 91.18 | 64.91 | 8.35% | 3.19% | -19.43% | 13.37% | 74.25% | 2024-12-30 | 632.61 | 25.23 | 13.00 | 1.90% | 10.00% |
| 8 | 301157 | 华塑科技 | 57.22 | 2.29% | 71.43 | 35.29 | 88.24 | 63.70 | 17.26% | 3.89% | -20.33% | 8.92% | 20.56% | 2024-12-30 | 11.82 | 118.48 | 18.40 | 0.26% | 0.28% |
| 9 | 002534 | 西子洁能 | 15.22 | 3.19% | 51.43 | 76.47 | 52.94 | 62.05 | 19.97% | -1.59% | -5.55% | -10.22% | 33.74% | 2024-12-30 | 125.62 | 29.14 | 6.68 | 0.66% | 2.97% |
| 10 | 600482 | 中国动力 | 28.46 | 1.93% | 34.29 | 47.06 | 85.29 | 59.80 | -1.55% | -11.48% | -16.39% | 8.45% | 13.48% | 2024-12-30 | 645.54 | 49.62 | 17.79 | 1.00% | 10.00% |
| 11 | 688411 | 海博思创 | 212.30 | 0.83% | 37.14 | 67.65 | 61.76 | 59.19 | 9.85% | -10.66% | -8.87% | -2.32% | 232.76% | 2025-01-27 | 281.46 | 40.72 | 25.92 | 0.75% | 6.65% |
| 12 | 601727 | XD上海电 | 7.02 | 0.72% | 77.14 | 64.71 | 44.12 | 58.96 | -0.59% | 6.02% | -9.34% | -15.03% | -12.47% | 2024-12-30 | 885.62 | 90.44 | 3.51 | 0.20% | 10.00% |
| 13 | 300820 | 英杰电气 | 52.99 | 16.10% | 11.43 | 91.18 | 50.00 | 58.76 | 12.04% | -22.63% | 4.81% | -13.48% | -8.67% | 2024-12-30 | 59.24 | 52.83 | 11.20 | 0.75% | 1.40% |
| 14 | 002630 | *ST华西 | 1.68 | -0.59% | 68.57 | 73.53 | 35.29 | 57.24 | 1.13% | 3.53% | -6.75% | -20.01% | -46.84% | 2024-12-30 | 18.09 | -6.91 | — | 0.00% | 0.43% |
| 15 | 600405 | 动力源 | 4.38 | 3.30% | 60.00 | 70.59 | 41.18 | 56.71 | 7.38% | -0.98% | -8.44% | -16.57% | -21.65% | 2024-12-30 | 26.84 | -8.44 | 0.05 | 0.00% | 0.63% |
| 16 | 002951 | 金时科技 | 13.83 | 1.32% | 28.57 | 55.88 | 70.59 | 56.30 | 4.03% | -12.93% | -10.72% | -1.01% | 107.04% | 2024-12-30 | 55.48 | -23.55 | 3.75 | 0.00% | 1.31% |
| 17 | 301516 | 中远通 | 15.75 | 1.35% | 25.71 | 44.12 | 73.53 | 52.20 | -1.37% | -15.30% | -16.92% | -0.01% | -21.72% | 2024-12-30 | 11.05 | -77.36 | 4.51 | 0.00% | 0.26% |
| 18 | 002052 | 同洲电子 | 8.86 | 0.68% | 94.29 | 41.18 | 38.24 | 50.62 | -0.97% | 15.77% | -17.76% | -17.97% | 39.31% | 2024-12-30 | 61.08 | 36.99 | 0.37 | 0.00% | 1.44% |
| 19 | 920110 | 雷特科技 | 25.95 | 0.23% | 85.71 | 58.82 | 17.65 | 47.73 | -2.90% | 8.33% | -10.27% | -25.89% | -17.59% | 2024-12-30 | 4.21 | 22.38 | 9.14 | 0.00% | 0.10% |
| 20 | 600212 | 绿能慧充 | 5.51 | 0.00% | 88.57 | 50.00 | 20.59 | 45.95 | 6.73% | 13.64% | -14.86% | -24.98% | -29.81% | 2024-12-30 | 29.27 | 232.88 | 0.82 | 0.00% | 0.69% |
| 21 | 002255 | 海陆重工 | 8.73 | 0.23% | 74.29 | 52.94 | 23.53 | 45.45 | 3.88% | 4.31% | -13.94% | -24.63% | 55.70% | 2024-12-30 | 55.69 | 17.40 | 5.53 | 1.06% | 1.32% |
| 22 | 300376 | 易事特 | 4.91 | -0.41% | 48.57 | 61.76 | 26.47 | 45.01 | 5.90% | -2.70% | -10.19% | -23.35% | 34.89% | 2024-12-30 | 114.28 | 476.08 | 2.79 | 0.04% | 2.70% |
| 23 | 688551 | 科威尔 | 38.10 | 8.70% | 8.57 | 17.65 | 79.41 | 40.54 | 5.21% | -27.35% | -30.97% | 1.33% | 31.38% | 2024-12-30 | 41.53 | 64.94 | 11.94 | 0.60% | 0.98% |
| 24 | 300713 | 英可瑞 | 12.71 | -0.31% | 82.86 | 29.41 | 29.41 | 40.10 | 3.13% | 7.72% | -21.73% | -22.72% | -22.69% | 2024-12-30 | 11.36 | -21.35 | 2.80 | 0.00% | 0.27% |
| 25 | 300693 | 盛弘股份 | 36.93 | 2.41% | 42.86 | 11.76 | 64.71 | 39.16 | 6.49% | -4.81% | -33.00% | -1.45% | 30.54% | 2024-12-30 | 99.29 | 24.26 | 6.70 | 1.35% | 2.34% |
| 26 | 688719 | 爱科赛博 | 46.84 | 4.07% | 5.71 | 14.71 | 76.47 | 37.61 | 5.64% | -27.73% | -31.31% | 0.91% | 66.45% | 2024-12-30 | 42.03 | -120.27 | 14.59 | 0.00% | 0.99% |
| 27 | 600590 | 泰豪科技 | 8.66 | 2.00% | 57.14 | 8.82 | 32.35 | 27.90 | 6.41% | -1.24% | -36.93% | -20.67% | 44.41% | 2024-12-30 | 73.05 | 122.01 | 3.78 | 0.27% | 1.73% |
| 28 | 002227 | *ST特迅 | 6.23 | -1.11% | 62.86 | 23.53 | 14.71 | 27.87 | 2.53% | 0.75% | -24.75% | -30.99% | -51.82% | 2024-12-30 | 15.32 | -22.94 | 3.71 | 0.00% | 0.36% |
| 29 | 300153 | 科泰电源 | 21.60 | 2.32% | 54.29 | 32.35 | 8.82 | 27.33 | 7.40% | -1.50% | -21.37% | -33.60% | 42.67% | 2024-12-30 | 68.76 | 135.69 | 2.86 | 0.32% | 1.62% |
| 30 | 300870 | 欧陆通 | 203.76 | 10.33% | 14.29 | 5.88 | 47.06 | 24.03 | 7.29% | -21.10% | -40.36% | -14.33% | 80.65% | 2024-12-30 | 310.99 | 127.47 | 16.87 | 0.26% | 7.34% |
| 31 | 002518 | 科士达 | 33.65 | 4.73% | 22.86 | 26.47 | 5.88 | 17.51 | 6.00% | -15.96% | -23.28% | -36.47% | 40.27% | 2024-12-30 | 190.17 | 32.07 | 8.09 | 1.34% | 4.49% |
| 32 | 688785 | 恒运昌 | 254.00 | 7.31% | 2.86 | 20.59 | 11.76 | 13.51 | -0.46% | -31.83% | -30.38% | -31.23% | -31.59% | 2026-01-28 | 34.40 | 151.06 | 32.15 | 0.31% | 0.81% |
| 33 | 002335 | 科华数据 | 31.60 | 1.97% | 40.00 | 2.94 | 2.94 | 10.35 | 8.42% | -10.62% | -45.48% | -44.23% | 6.04% | 2024-12-30 | 208.48 | 57.03 | 8.47 | 1.08% | 4.92% |
| 34 | 301590 | 优优绿能 | 74.93 | 2.15% | 0.00 | 0.00 | 0.00 | 0.00 | 5.57% | -41.13% | -52.95% | -58.94% | -50.41% | 2025-06-05 | 18.26 | 41.14 | 32.30 | 0.76% | 0.43% |
| 35 | 301669 | 高特电子 | 30.75 | 1.99% | 31.43 | — | — | — | 1.43% | -11.85% | — | — | -40.06% | 2026-06-09 | 25.18 | 107.79 | 3.56 | 0.00% | 0.59% |
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。