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EASTMONEY L2 INDUSTRY

光学光电子(BK1038)动量观察

所属东方财富一级行业:电子。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,光学光电子官方综合位次为第49/128位(Rank 55.00), 加权综合位次为第47/128位(Rank 54.53)。官方20R为3.12 (20日收益-11.66%);有效成分股为95/95只, 最大单股权重为10.00%。

官方20R、60R、120R分别为3.12、50.00和85.94。 相对上证指数的20日超额收益为-9.33%,自基准日以来收益为34.63%。

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47位,20日相对强度为2.34, 20日相对上证指数收益为-14.11%。官方指数与加权口径的位次差为2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95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% 20R60R120RRankREL5REL20REL60REL120 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
1603679华体科技 21.730.70% 98.9595.7490.3294.22 17.83%17.73%43.19%42.97% 58.50%2024-12-30 38.61-30.714.95 0.00%0.37%
2300939秋田微 56.843.36% 88.4292.5594.6292.55 27.99%4.45%32.84%62.19% 61.94%2024-12-30 68.2185.5811.87 0.35%0.66%
3002955鸿合科技 33.786.03% 89.4794.6884.9589.75 2.63%4.82%42.07%28.07% 37.99%2024-12-30 66.09154.4213.57 0.00%0.64%
4920438戈碧迦 121.004.24% 31.5898.9497.8585.03 3.38%-16.44%76.31%128.89% 667.28%2024-12-30 168.67590.846.64 0.00%1.63%
5688322奥比中光-W 109.022.67% 71.5893.6281.7284.45 24.90%-1.90%33.24%22.49% 127.17%2024-12-30 349.15351.879.66 0.00%3.37%
6000725京东方A 5.976.04% 26.3296.8191.4080.55 3.25%-19.43%51.14%43.17% 34.16%2024-12-30 2,111.4237.763.62 0.94%10.00%
7300489光智科技 182.457.83% 4.2197.8798.9279.56 20.60%-29.56%52.72%325.34% 228.32%2024-12-30 252.96-764.755.48 0.00%2.44%
8300301ST长方 3.35-1.47% 58.9575.5392.4778.99 -2.48%-6.39%1.29%50.31% 99.40%2024-12-30 26.46-18.490.09 0.00%0.26%
9688538和辉光电-U 2.43-0.41% 95.7985.1163.4478.58 -0.48%7.52%12.27%-1.88% 2.53%2024-12-30 139.78-17.020.55 0.00%1.35%
10002745木林森 10.695.32% 65.2687.2376.3478.48 0.02%-5.20%20.15%14.29% 17.34%2024-12-30 113.75-10.747.98 0.00%1.10%
11000100TCL科技 4.872.10% 73.6888.3067.7477.15 -2.52%-1.04%22.03%6.32% -6.17%2024-12-30 979.6022.432.92 1.85%9.46%
12301045天禄科技 63.3620.00% 9.4791.4995.7076.77 8.49%-28.35%31.00%73.61% 177.29%2024-12-30 44.17215.409.30 0.16%0.43%
13300088长信科技 7.557.55% 52.6384.0480.6576.40 10.38%-8.00%11.97%22.07% 9.58%2024-12-30 187.6692.623.43 0.66%1.81%
14301321翰博高新 35.166.71% 11.5889.3693.5575.48 7.89%-27.08%25.64%59.68% 134.09%2024-12-30 51.90-67.725.23 0.00%0.50%
15300566激智科技 24.521.95% 23.1690.4382.8073.92 4.43%-21.31%28.52%27.44% 25.36%2024-12-30 55.5831.558.31 0.81%0.54%
16603773沃格光电 78.5710.00% 0.0079.7996.7770.62 4.36%-33.46%4.07%100.54% 195.93%2024-12-30 176.53-111.484.70 0.00%1.71%
17002876三利谱 27.622.94% 53.6873.4075.2770.21 0.58%-8.00%-0.23%13.52% 4.38%2024-12-30 41.14102.0013.81 0.39%0.40%
18600552凯盛科技 17.086.68% 25.2680.8579.5769.22 7.69%-19.79%4.47%17.39% 44.38%2024-12-30 161.34125.394.52 0.29%1.56%
19600707彩虹股份 8.917.09% 15.7976.6088.1769.07 6.17%-25.00%1.76%38.84% 4.21%2024-12-30 319.6685.436.02 0.79%3.09%
20688181八亿时空 37.756.76% 20.0082.9877.4268.16 5.85%-22.86%9.73%16.34% 13.02%2024-12-30 50.2261.9515.41 0.49%0.49%
21688055龙腾光电 4.094.07% 67.3760.6473.1266.98 5.76%-4.93%-7.70%13.14% -3.99%2024-12-30 136.33-65.481.20 0.00%1.32%
22001308康冠科技 19.045.78% 82.1172.3453.7666.86 9.07%1.34%-0.49%-6.00% -32.24%2024-12-30 92.7726.5210.88 5.04%0.90%
23002106莱宝高科 10.493.45% 55.7977.6658.0665.45 5.63%-7.16%3.34%-4.99% -7.25%2024-12-30 73.9430.217.89 0.95%0.71%
24300909汇创达 45.114.88% 33.6878.7265.5964.46 9.26%-14.92%3.55%1.13% 82.19%2024-12-30 58.25530.7411.51 0.00%0.56%
25301379天山电子 21.216.69% 7.3786.1770.9764.33 5.06%-28.83%12.38%10.59% 100.13%2024-12-30 46.3841.455.15 0.66%0.45%
26000509华塑控股 3.162.93% 83.1653.1962.3762.85 6.91%2.01%-10.58%-2.40% -7.60%2024-12-30 33.91-316.700.11 0.00%0.33%
27300219鸿利智汇 6.892.53% 56.8468.0955.9160.97 5.02%-6.65%-5.58%-5.52% -12.90%2024-12-30 48.6950.023.59 2.90%0.47%
28688079美迪凯 14.926.95% 6.3262.7778.4957.77 10.04%-29.01%-7.45%17.34% 62.17%2024-12-30 60.37-39.243.04 0.00%0.58%
29002036联创电子 7.8010.01% 90.5381.9115.0556.89 6.58%5.37%9.54%-29.96% -20.89%2024-12-30 82.33-8.160.91 0.00%0.80%
30300323华灿光电 11.655.62% 18.9542.5589.2556.51 6.77%-23.04%-13.26%39.18% 46.36%2024-12-30 138.37-43.164.09 0.00%1.34%
31300889爱克股份 19.723.41% 49.4765.9648.3955.63 14.56%-9.28%-6.81%-10.02% 41.77%2024-12-30 28.86-56.236.42 0.00%0.28%
32300296利亚德 5.530.91% 97.8956.3833.3355.47 4.03%9.71%-9.86%-17.57% -21.11%2024-12-30 128.0948.822.88 1.81%1.24%
33000727冠捷科技 2.28-0.87% 77.8945.7452.6954.95 0.03%-0.24%-12.58%-6.28% -21.65%2024-12-30 103.27-13.170.40 0.00%1.00%
34688378奥来德 38.985.49% 24.2155.3269.8954.93 6.32%-20.97%-10.07%10.03% 99.96%2024-12-30 93.93140.957.67 0.51%0.91%
35000045深纺织A 9.981.32% 94.7451.0638.7154.86 2.87%7.38%-10.82%-15.31% -9.93%2024-12-30 45.6173.885.87 0.48%0.44%
36002845同兴达 12.651.85% 45.2664.8949.4654.80 2.13%-10.97%-6.90%-9.00% -21.23%2024-12-30 31.6599.227.44 0.32%0.31%
37002456欧菲光 7.871.81% 51.5871.2839.7854.74 10.33%-8.04%-2.39%-15.04% -36.99%2024-12-30 261.10660.821.49 0.00%2.52%
38300708聚灿光电 7.880.13% 84.2159.5734.4154.44 4.33%2.33%-7.93%-17.17% -8.31%2024-12-30 56.3036.263.11 0.38%0.54%
39603685晨丰科技 25.480.08% 63.1627.6674.1953.37 -0.39%-5.25%-19.14%13.22% 114.66%2024-12-30 51.33292.407.96 0.12%0.50%
40002387维信诺 7.120.85% 50.5363.8343.0152.84 -2.42%-9.00%-6.96%-14.16% -35.57%2024-12-30 99.32-4.161.87 0.00%0.96%
41300232洲明科技 5.40-0.18% 93.6861.7022.5852.45 6.05%7.18%-7.52%-26.29% -25.52%2024-12-30 47.8292.974.12 0.37%0.46%
42300701森霸传感 9.582.24% 92.6346.8129.0348.86 7.93%6.01%-12.33%-20.97% -10.97%2024-12-30 24.1636.093.37 1.79%0.23%
43000536华映科技 3.331.83% 75.7957.4525.8148.46 5.08%-0.59%-9.60%-22.64% -29.15%2024-12-30 92.01-8.930.30 0.00%0.89%
44688127蓝特光学 62.563.40% 27.3721.2886.0248.39 3.50%-18.03%-22.89%31.01% 123.99%2024-12-30 253.9365.315.45 0.48%2.45%
45300120经纬辉开 6.722.13% 30.5370.2135.4848.38 3.70%-17.00%-3.02%-16.84% -31.22%2024-12-30 35.44-7.974.36 0.00%0.34%
46300545联得装备 27.892.76% 36.8448.9451.6147.59 1.95%-13.05%-11.79%-6.38% -14.00%2024-12-30 33.3446.5411.67 0.36%0.32%
47300241瑞丰光电 5.562.96% 44.2137.2359.1447.39 3.80%-11.07%-15.65%-4.79% -1.94%2024-12-30 33.3960.423.16 0.54%0.32%
48002289宇顺电子 32.363.32% 14.7426.6083.8747.13 0.71%-25.89%-19.23%27.88% 832.56%2024-12-30 88.81-621.660.95 0.00%0.86%
49300162雷曼光电 7.742.38% 12.6354.2656.9947.02 5.45%-26.66%-10.55%-5.24% -1.15%2024-12-30 26.48-77.101.97 0.00%0.26%
50300076*ST宁视 4.22-1.63% 78.9567.0210.7546.90 -0.11%0.01%-6.77%-38.40% -43.96%2024-12-30 17.89-22.021.98 0.00%0.17%
51002273水晶光电 27.144.75% 37.8925.5372.0446.61 1.69%-12.97%-20.59%11.97% 15.98%2024-12-30 370.7532.197.12 1.10%3.58%
52002137实益达 7.882.87% 1.0574.4740.8646.34 9.06%-30.44%0.03%-15.02% -21.12%2024-12-30 31.24105.562.61 0.63%0.30%
53300632光莆股份 18.052.44% 35.7910.6487.1046.25 10.74%-13.84%-28.60%34.70% 58.89%2024-12-30 39.93-432.085.57 0.53%0.39%
54000050深天马A 6.722.13% 43.1669.1524.7346.18 0.98%-12.18%-4.53%-23.09% -27.90%2024-12-30 163.6897.7911.02 0.00%1.58%
55603297永新光学 102.2210.00% 38.9529.7964.5245.51 8.54%-12.88%-18.05%0.04% 4.42%2024-12-30 113.1951.4818.03 0.88%1.09%
56002587奥拓电子 5.560.54% 66.3238.3041.9445.36 3.40%-5.16%-15.02%-14.65% -10.61%2024-12-30 29.62333.392.01 0.90%0.29%
57000020深华发A 10.920.65% 96.8439.3623.6644.58 4.10%7.53%-14.58%-23.12% -15.74%2024-12-30 19.7887.251.57 0.00%0.19%
58600071凤凰光学 15.661.49% 85.2641.4926.8844.40 3.58%2.71%-14.19%-22.58% -27.90%2024-12-30 44.09128.101.81 0.00%0.43%
59002449国星光电 6.420.31% 70.5344.6830.1144.02 1.25%-2.84%-12.77%-20.17% -49.01%2024-12-30 39.71-305.586.06 0.00%0.38%
60002654万润科技 12.574.06% 13.6852.1350.5443.80 9.06%-25.93%-10.61%-6.89% -1.33%2024-12-30 106.25330.851.83 0.14%1.03%
61300389艾比森 12.550.80% 86.3243.6221.5143.31 3.10%3.05%-13.14%-26.43% 2.70%2024-12-30 27.5418.394.55 1.59%0.27%
62600703三安光电 13.355.12% 28.4247.8744.0942.47 7.67%-17.49%-12.18%-13.04% 4.87%2024-12-30 666.03-188.566.99 0.00%6.43%
63300303聚飞光电 7.321.24% 41.0513.8368.8241.27 2.38%-12.36%-25.96%6.60% 1.10%2024-12-30 97.2634.012.60 1.63%0.94%
64002983芯瑞达 19.402.92% 32.6358.5127.9641.11 4.47%-15.12%-9.47%-21.53% -6.55%2024-12-30 24.8634.515.95 2.06%0.24%
65002952亚世光电 19.271.69% 76.8423.4037.6339.78 2.07%-0.35%-22.41%-15.69% -31.13%2024-12-30 25.37296.435.31 0.26%0.25%
66300331苏大维格 42.456.95% 5.2631.9160.2237.90 7.79%-29.39%-17.26%-3.98% 88.00%2024-12-30 94.29-594.975.94 0.00%0.91%
67688502茂莱光学 372.9914.25% 10.5317.0266.6735.58 6.90%-27.69%-25.54%4.53% 75.11%2024-12-30 196.94425.0822.32 0.11%1.90%
68002962五方光电 12.972.94% 46.3219.1546.2435.42 6.51%-9.92%-23.22%-11.88% -29.24%2024-12-30 27.13101.885.98 0.76%0.26%
69688010福光股份 26.504.91% 8.4236.1747.3135.08 5.38%-28.45%-15.94%-10.25% -9.62%2024-12-30 42.55336.4510.69 0.00%0.41%
70920001纬达光电 12.012.83% 62.1140.4316.1335.04 2.77%-5.43%-14.44%-29.50% -29.77%2024-12-30 10.82-94.114.62 0.00%0.10%
71003015日久光电 11.011.57% 69.4732.9819.3534.83 3.06%-3.57%-17.08%-27.34% -26.84%2024-12-30 27.2029.603.92 1.79%0.26%
72300582英飞特 11.052.22% 81.0524.4717.2032.88 6.82%0.73%-21.46%-29.42% -18.75%2024-12-30 24.48-6.642.95 0.00%0.24%
73605218伟时电子 13.561.04% 61.0530.8520.4332.72 4.88%-5.61%-17.89%-26.69% -50.49%2024-12-30 28.86148.337.29 0.15%0.28%
74605588冠石科技 43.994.56% 21.0534.0436.5632.45 8.07%-22.86%-16.53%-16.74% 4.17%2024-12-30 32.16-45.8612.90 0.00%0.31%
75300269联建光电 4.741.07% 74.7435.115.3831.14 5.21%-0.94%-15.94%-41.79% 15.05%2024-12-30 24.92303.790.15 0.00%0.24%
76002992宝明科技 36.1910.00% 60.0028.7218.2830.80 8.53%-5.63%-18.91%-28.70% -43.92%2024-12-30 56.54548.174.07 0.00%0.55%
77003019宸展光电 23.543.70% 48.4220.2131.1830.24 4.54%-9.47%-23.09%-18.57% -10.08%2024-12-30 40.7121.459.23 2.12%0.39%
78301183东田微 161.450.54% 16.8411.7054.8429.98 2.49%-24.75%-28.46%-5.91% 173.50%2024-12-30 94.77128.5312.13 0.11%0.92%
79300940南极光 13.962.27% 87.3722.344.3028.13 4.37%3.27%-22.50%-43.35% -0.14%2024-12-30 21.9835.115.27 0.00%0.21%
80001373翔腾新材 26.89-0.66% 80.0015.9612.9027.54 6.17%0.65%-25.89%-33.09% -11.14%2024-12-30 11.28-53.2812.28 0.00%0.11%
81688307中润光学 43.706.77% 3.162.1361.2926.00 10.46%-29.87%-54.29%-3.25% 69.77%2024-12-30 54.3186.157.11 0.82%0.52%
82688299长阳科技 12.871.18% 64.2118.0913.9825.67 4.53%-5.21%-24.92%-31.32% -15.77%2024-12-30 36.99-25.766.81 0.00%0.36%
83002222福晶科技 58.2110.00% 22.117.4545.1625.46 9.44%-21.48%-40.68%-12.67% 69.31%2024-12-30 272.5198.263.79 0.34%2.63%
84300808久量股份 18.492.32% 72.6312.778.6023.07 3.28%-1.57%-25.99%-38.94% -20.03%2024-12-30 21.98-48.345.87 0.00%0.21%
85301421波长光电 72.826.81% 17.8914.8932.2622.44 -4.60%-23.15%-25.94%-18.14% 38.81%2024-12-30 33.72237.4310.33 0.21%0.33%
86603703盛洋科技 9.111.11% 68.429.5711.8322.25 4.63%-4.33%-29.50%-33.96% -20.09%2024-12-30 37.80-161.761.99 0.00%0.37%
87688496*ST清越 0.89-3.26% 91.580.000.0018.32 -15.73%5.82%-66.45%-81.67% -90.03%2024-12-30 2.12-4.051.98 0.00%0.02%
88300102乾照光电 18.472.38% 54.748.511.0814.78 10.91%-7.40%-34.47%-51.78% 67.91%2024-12-30 169.17148.274.68 0.27%1.63%
89301106骏成科技 16.651.83% 57.895.322.1514.57 7.02%-6.54%-45.20%-46.06% -42.88%2024-12-30 23.8026.158.81 1.50%0.23%
90301479弘景光电 48.792.95% 42.113.199.6813.57 5.90%-12.20%-52.57%-38.66% -69.52%2025-03-18 34.7931.5210.14 0.73%0.34%
91300752隆利科技 10.093.06% 40.006.387.5313.56 3.36%-12.81%-41.90%-41.01% -43.47%2024-12-30 22.5253.513.91 0.70%0.22%
92002217ST合力泰 1.560.65% 47.374.263.2312.47 7.79%-9.54%-48.33%-43.52% -37.85%2024-12-27 113.56513.480.25 0.00%1.10%
93688195腾景科技 125.005.66% 29.471.066.458.90 9.42%-17.12%-57.87%-41.47% 196.42%2024-12-30 226.36320.555.50 0.09%2.19%
94688781视涯科技-UW 38.612.55% 34.7450.00 10.64%-14.10%-10.98% -16.07%2026-03-25 15.77-181.844.06 0.00%0.15%
95001399惠科股份 24.014.07% 2.11 -2.17%-30.10% -42.83%2026-06-26 103.3846.794.67 0.00%1.00%

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。