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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2026-10-2116:15后自动更新

本期观察

截至2026-10-21,光学光电子官方综合位次为第78/128位(Rank 39.69), 加权综合位次为第96/128位(Rank 30.47)。官方20R为7.81 (20日收益-13.86%);有效成分股为92/95只, 最大单股权重为10.00%。

官方20R、60R、120R分别为7.81、42.19和53.12。 相对上证指数的20日超额收益为-8.18%,自基准日以来收益为27.91%。

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96位,20日相对强度为19.53, 20日相对上证指数收益为-4.56%。官方指数与加权口径的位次差为18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 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% 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
1300489光智科技 257.336.78% 98.9596.8498.9498.10 -9.83%33.51%39.35%195.18% 363.07%2024-12-30 354.66-324,900,256.005.59 0.00%3.76%
2300939秋田微 84.87-2.34% 95.7998.9597.8797.89 -5.35%21.53%91.47%115.82% 141.79%2024-12-30 101.8420,164,878.0064.79 0.24%1.08%
3300120经纬辉开 8.558.92% 96.8497.8989.3694.27 19.37%26.94%40.72%25.59% -12.49%2024-12-30 45.07133,250,402.006.38 0.00%0.48%
4688781视涯科技-UW 44.75-1.63% 97.8988.4285.1188.99 9.35%30.51%22.30%21.73% -2.72%2026-03-25 18.63-15,988,241.004.06 0.00%0.20%
5301183东田微 244.327.22% 51.5895.7988.3083.95 1.65%-3.78%37.92%23.71% 313.89%2024-12-30 143.41137,365,227.0012.92 0.07%1.52%
6603679华体科技 20.24-0.34% 23.1694.7495.7480.82 -2.18%-9.85%33.16%51.91% 47.63%2024-12-30 35.96-8,205,020.004.88 0.00%0.38%
7001373翔腾新材 29.723.19% 92.6390.5363.8380.27 -0.96%13.50%25.27%-5.73% -1.78%2024-12-30 12.472,344,574.0012.08 0.00%0.13%
8300909汇创达 52.683.64% 36.8489.4792.5580.18 1.80%-7.05%24.33%28.39% 112.76%2024-12-30 68.0319,190,186.0011.63 0.00%0.72%
9300232洲明科技 5.658.03% 89.4783.1668.0978.39 8.04%10.92%18.75%-3.63% -22.07%2024-12-30 50.2052,175,294.001.63 0.35%0.53%
10000509华塑控股 3.25-0.61% 67.3786.3273.4077.36 -2.41%-0.50%21.67%0.11% -4.97%2024-12-30 34.88-18,411,956.000.10 0.00%0.37%
11002983芯瑞达 21.300.47% 77.8987.3765.9676.91 1.91%2.98%21.92%-4.29% 2.60%2024-12-30 27.55-1,598,660.006.05 1.88%0.29%
12301321翰博高新 39.982.12% 29.4775.7996.8174.93 -2.57%-8.22%14.66%72.89% 166.18%2024-12-30 59.015,972,199.005.65 0.00%0.63%
13300582英飞特 11.03-0.81% 90.5378.9558.5173.09 8.63%12.16%16.35%-6.86% -18.90%2024-12-30 24.9633,639,389.0040.85 0.00%0.26%
14300708聚灿光电 8.330.24% 70.5382.1162.7772.05 -2.15%0.10%18.34%-5.86% -33.20%2024-12-30 60.10-26,278,598.003.20 0.36%0.64%
15920438戈碧迦 74.293.12% 1.0584.2194.6871.77 -34.56%-38.05%19.17%46.24% 371.08%2024-12-30 103.56-97,671,424.006.89 0.00%1.10%
16002587奥拓电子 5.555.51% 91.5868.4264.8971.64 3.27%13.38%11.06%-4.91% -10.77%2024-12-30 29.5723,639,537.002.82 1.26%0.31%
17603703盛洋科技 10.304.67% 88.4293.6840.4371.33 7.41%10.10%31.55%-17.53% -9.65%2024-12-30 42.7419,098,058.0010.51 0.00%0.45%
18000045深纺织A 10.09-1.08% 62.1181.0561.7069.52 -2.92%-1.96%18.19%-5.92% -8.94%2024-12-30 46.11-10,055,007.005.94 0.48%0.49%
19002876三利谱 28.45-0.80% 44.2174.7476.6069.38 1.12%-5.05%14.49%4.73% 7.52%2024-12-30 42.37-5,726,169.0014.01 0.38%0.45%
20001308康冠科技 17.92-1.43% 86.3260.0070.2169.35 0.50%6.02%6.96%-2.75% -36.23%2024-12-30 94.50-3,982,243.0010.73 5.36%1.00%
21000020深华发A 12.020.00% 75.7991.5843.6269.24 -5.67%1.16%26.95%-14.73% -7.25%2024-12-30 21.78-8,306,994.0027.32 0.00%0.23%
22688322奥比中光-W 92.802.35% 87.3742.1186.1768.78 27.47%8.97%-1.05%21.86% 93.37%2024-12-30 297.2082,481,783.0050.71 0.00%3.15%
23002106莱宝高科 10.590.47% 55.7965.2677.6668.33 -1.94%-2.95%10.24%5.33% -6.37%2024-12-30 74.66-25,810,980.007.96 0.94%0.79%
24002137实益达 7.392.07% 81.0556.8472.3467.88 1.17%3.11%5.99%-1.28% -26.03%2024-12-30 29.308,488,635.004.25 0.68%0.31%
25300301ST长方 3.450.29% 82.1153.6874.4767.68 -16.61%3.91%5.09%0.13% 105.36%2024-12-30 27.25-36,473,977.000.06 0.00%0.29%
26002955鸿合科技 30.10-1.99% 25.2662.1187.2364.79 -4.44%-9.64%8.32%22.95% 22.96%2024-12-30 61.90-18,858,885.0013.56 0.00%0.66%
27002449国星光电 6.481.41% 85.2664.2153.1964.01 4.62%5.80%9.80%-12.35% -48.53%2024-12-30 40.086,314,187.008.42 0.00%0.43%
28300808久量股份 18.30-1.19% 84.2172.6344.6863.77 -1.32%5.58%11.75%-14.71% -20.85%2024-12-30 21.76-4,295,659.005.81 0.00%0.23%
29603685晨丰科技 27.104.31% 78.9558.9560.6463.62 7.13%3.07%6.18%-6.42% 128.31%2024-12-30 54.6012,631,021.0023.16 0.11%0.58%
30300701森霸传感 9.24-0.86% 76.8469.4750.0063.16 -0.58%1.59%11.11%-13.17% -14.13%2024-12-30 23.30-1,847,749.003.47 1.86%0.25%
31002745木林森 10.622.81% 37.8945.2690.4361.85 -2.63%-6.54%1.17%27.71% 16.58%2024-12-30 112.23-34,614,518.008.11 0.00%1.19%
32300296利亚德 5.6320.04% 94.7470.5336.1761.63 23.04%20.96%11.15%-19.34% -19.69%2024-12-30 130.67552,408,880.000.25 1.77%1.39%
33600071凤凰光学 15.690.19% 74.7471.5841.4960.17 1.50%1.01%11.16%-16.06% -27.76%2024-12-30 44.18824,992.00784.50 0.00%0.47%
34688378奥来德 41.830.63% 30.5349.4782.9859.09 -0.78%-8.21%3.37%13.50% 75.54%2024-12-30 109.3583,368,113.0053.63 0.47%1.16%
35300241瑞丰光电 5.371.32% 61.0567.3746.8157.88 -0.21%-2.04%10.68%-14.58% -5.29%2024-12-30 32.28-4,093,656.006.10 0.56%0.34%
36300389艾比森 13.301.92% 93.6877.8919.1557.55 3.83%14.10%15.87%-25.26% 5.81%2024-12-30 36.51-929,952.004.84 0.00%0.39%
37688538和辉光电-U 2.080.48% 83.1625.2675.5356.95 1.44%4.88%-9.42%1.21% -12.24%2024-12-30 119.65-20,064,383.000.52 0.00%1.27%
38300076*ST宁视 4.030.00% 60.0054.7457.4556.87 2.70%-2.15%5.17%-8.35% -46.48%2024-12-30 17.09-5,935,580.001.95 0.00%0.18%
39002387维信诺 6.42-0.31% 63.1657.8952.1356.64 1.59%-1.95%6.15%-12.51% -41.90%2024-12-30 89.56539,755.005.49 0.00%0.95%
40003015日久光电 11.47-0.61% 69.4776.8429.7956.55 0.15%0.06%15.49%-20.36% -23.79%2024-12-30 27.78-7,694,703.003.93 1.74%0.29%
41000536华映科技 3.170.63% 64.2161.0545.7455.56 0.81%-1.18%7.85%-14.59% -32.55%2024-12-30 87.59-18,142,380.000.11 0.00%0.93%
42605218伟时电子 13.15-1.13% 73.6863.1638.3055.32 -2.29%0.68%9.54%-19.15% -51.99%2024-12-30 31.93-7,670,886.007.19 0.15%0.34%
43603297永新光学 97.030.98% 48.4255.7955.3254.13 0.69%-4.38%5.54%-10.46% -0.88%2024-12-30 107.44-37,348,139.0018.48 0.93%1.14%
44000725京东方A 5.050.20% 68.429.4791.4954.07 -1.26%-0.26%-16.05%27.84% 13.48%2024-12-30 1,786.04-17,348,704.003.58 1.11%10.00%
45002962五方光电 12.64-0.78% 71.5866.3232.9854.03 -6.77%0.26%10.58%-19.73% -31.04%2024-12-30 26.44-26,391,556.006.02 0.78%0.28%
46002845同兴达 12.55-0.24% 47.3750.5359.5753.51 -0.82%-4.55%4.08%-6.42% -21.86%2024-12-30 31.40-7,994,767.007.70 0.32%0.33%
47000727冠捷科技 2.132.90% 72.6343.1651.0652.22 0.51%0.29%0.30%-12.69% -26.80%2024-12-30 96.489,816,123.0010.14 0.00%1.02%
48300752隆利科技 11.310.27% 43.1692.6313.8351.22 0.56%-5.17%27.93%-31.52% -36.64%2024-12-30 25.2510,703,993.003.95 0.63%0.27%
49688181八亿时空 35.67-0.39% 26.3232.6379.7950.23 -0.78%-9.40%-5.55%12.58% 6.80%2024-12-30 47.45-43,031,395.0015.58 0.52%0.50%
50000100TCL科技 4.430.68% 58.9515.7978.7249.59 0.77%-2.43%-13.28%11.42% -14.64%2024-12-30 891.0954,421,412.002.59 1.93%9.45%
51300219鸿利智汇 6.230.32% 54.7441.0554.2649.07 0.80%-3.24%-1.40%-11.26% -21.24%2024-12-30 44.024,015,237.003.62 3.21%0.47%
52002289宇顺电子 30.331.03% 21.0529.4781.9148.77 -0.94%-10.60%-6.88%13.06% 774.06%2024-12-30 83.23-2,687,129.001.77 0.00%0.88%
53003019宸展光电 24.53-2.00% 40.0073.6826.6048.11 -0.09%-5.84%12.94%-22.81% -6.30%2024-12-30 42.422,810,542.00188.69 2.04%0.45%
54301106骏成科技 17.01-1.68% 56.8480.009.5747.20 -1.47%-2.78%17.54%-37.97% -41.65%2024-12-30 24.32-1,352,300.0021.81 1.47%0.26%
55300632光莆股份 15.11-0.20% 18.9536.8471.2847.04 -3.47%-10.72%-4.45%-1.75% 33.01%2024-12-30 34.39-5,123,166.0048.74 0.64%0.36%
56002952亚世光电 17.94-0.61% 80.0052.6321.2845.56 -0.90%3.08%4.65%-24.90% -35.88%2024-12-30 24.05-1,867,915.0021.36 0.28%0.26%
57603773沃格光电 70.400.31% 5.2618.9584.0442.25 -3.89%-18.19%-12.92%18.96% 164.66%2024-12-30 158.17-104,051,963.004.52 0.00%1.68%
58301045天禄科技 51.99-1.03% 4.216.3293.6240.82 -0.98%-18.31%-21.95%35.19% 127.53%2024-12-30 47.1626,799,239.009.33 0.19%0.50%
59300889爱克股份 18.590.16% 33.6844.2139.3640.17 -1.49%-7.60%0.44%-17.75% 33.64%2024-12-30 27.96-31,958,083.006.41 0.00%0.30%
60600552凯盛科技 13.650.15% 11.5823.1669.1539.24 -0.71%-16.12%-11.14%-3.48% 15.38%2024-12-30 128.9438,094,196.004.61 0.37%1.37%
61300088长信科技 6.03-0.17% 27.3727.3756.3838.97 0.78%-8.82%-8.31%-9.05% -12.48%2024-12-30 149.88-12,168,109.009.89 0.82%1.59%
62300269联建光电 4.341.40% 57.8951.5814.8938.17 -0.37%-2.75%4.61%-31.46% 5.34%2024-12-30 22.81-10,848,397.0011.13 0.00%0.24%
63600707彩虹股份 7.670.79% 22.1116.8467.0237.97 -2.45%-10.39%-13.16%-3.85% -10.29%2024-12-30 275.17-104,816,523.006.04 0.91%2.92%
64300162雷曼光电 6.82-0.44% 53.6835.7931.9137.82 -4.62%-3.55%-4.66%-20.33% -12.90%2024-12-30 23.33-27,335,383.002.05 0.00%0.25%
65688299长阳科技 11.42-1.55% 49.4746.3220.2136.51 -2.68%-3.99%1.69%-24.94% -25.26%2024-12-30 32.82-65,398.006.84 0.00%0.35%
66688195腾景科技 142.472.85% 8.4285.261.0636.22 -2.42%-16.45%21.47%-54.55% 237.85%2024-12-30 258.00-34,796,432.005.75 0.08%2.74%
67688010福光股份 24.20-2.81% 66.3231.5825.5336.11 -0.51%-0.96%-6.45%-23.01% -17.46%2024-12-30 38.8628,366,515.0030.63 0.00%0.41%
68300566激智科技 19.59-0.25% 6.324.2180.8535.29 -3.65%-17.73%-27.54%12.79% 0.15%2024-12-30 44.41-32,930,616.009.56 1.26%0.47%
69300940南极光 12.230.16% 65.2647.376.3834.55 -0.01%-1.06%2.86%-39.29% -12.52%2024-12-30 19.26933,633.0016.09 0.00%0.20%
70688055龙腾光电 3.270.31% 45.2621.0542.5534.49 -2.10%-5.00%-12.02%-15.94% -23.24%2024-12-30 109.00-2,314,874.001.17 0.00%1.16%
71300545联得装备 23.29-0.13% 31.5833.6835.1133.83 0.08%-7.80%-5.28%-19.55% -28.18%2024-12-30 28.91157,298.0043.13 0.43%0.31%
72000050深天马A 5.79-0.52% 38.9534.7427.6632.75 -2.38%-6.04%-4.76%-22.31% -37.88%2024-12-30 141.03-25,484,792.0010.92 0.00%1.50%
73002036联创电子 5.62-0.18% 46.3238.9518.0932.08 1.98%-4.70%-3.95%-28.32% -43.00%2024-12-30 59.32-11,243,456.000.64 0.00%0.63%
74002217ST合力泰 1.42-0.70% 50.5348.425.3231.60 -1.30%-3.88%3.22%-42.77% -43.43%2024-12-27 103.37-42,362,392.000.25 0.00%1.10%
75605588冠石科技 38.840.23% 34.7440.0017.0229.76 -1.56%-7.53%-1.81%-28.48% -8.03%2024-12-30 28.39-4,496,089.0012.57 0.00%0.30%
76002654万润科技 10.98-0.54% 14.7428.4237.2329.21 -1.91%-14.51%-7.61%-19.22% -13.81%2024-12-30 92.81-32,394,841.001.87 0.16%0.98%
77688079美迪凯 12.53-0.16% 17.8914.7448.9429.05 -4.49%-10.96%-13.92%-13.97% 36.20%2024-12-30 50.84-10,008,505.002.95 0.00%0.54%
78688502茂莱光学 352.660.05% 32.6322.1134.0428.99 -0.46%-7.71%-11.63%-19.64% 65.57%2024-12-30 186.2126,554,572.001,410.64 0.08%1.97%
79002456欧菲光 6.230.81% 41.0526.3223.4028.10 1.12%-5.67%-8.95%-24.15% -50.12%2024-12-30 206.69-47,620,258.0089.00 0.00%2.19%
80301479弘景光电 43.63-1.87% 52.6337.893.1926.96 2.95%-3.77%-4.42%-51.34% -72.74%2025-03-18 31.11489,612.0010.46 0.82%0.33%
81300323华灿光电 8.531.55% 13.685.2647.8723.99 -4.10%-15.08%-25.59%-14.26% 7.16%2024-12-30 76.02-29,394,379.004.06 0.00%0.81%
82300102乾照光电 14.902.41% 35.7930.534.2621.07 3.42%-7.18%-6.65%-49.92% 35.45%2024-12-30 136.44-6,540,676.0037.25 0.33%1.45%
83002273水晶光电 21.713.43% 42.118.4222.3420.73 7.55%-5.29%-17.31%-24.78% -7.22%2024-12-30 296.58126,800,369.007.24 1.38%3.15%
84300303聚飞光电 5.891.73% 28.4220.0011.7018.37 -0.39%-8.70%-12.30%-33.46% -18.65%2024-12-30 78.26-23,326,090.007.10 2.02%0.83%
85300331苏大维格 34.42-0.49% 2.1111.5830.8517.39 -5.26%-20.09%-15.10%-20.35% 52.44%2024-12-30 76.46-14,399,569.006.01 0.00%0.81%
86600703三安光电 10.061.00% 12.6310.5324.4716.52 -8.66%-15.22%-15.47%-23.09% -20.97%2024-12-30 501.90-238,275,741.006.94 0.00%5.32%
87688127蓝特光学 51.161.67% 9.477.3728.7216.33 0.91%-16.39%-19.28%-21.43% 83.17%2024-12-30 207.66-3,074,262.005.88 0.59%2.20%
88002222福晶科技 50.631.26% 10.5324.217.4514.77 -1.55%-16.30%-11.11%-38.94% 47.27%2024-12-30 237.03-49,234,596.004.03 0.40%2.51%
89002992宝明科技 29.090.17% 24.2113.688.5113.72 -2.33%-9.77%-14.14%-38.36% -54.92%2024-12-30 46.03-10,232,057.004.03 0.00%0.49%
90688307中润光学 37.481.11% 20.0017.892.1312.01 -1.31%-10.71%-13.15%-52.83% 45.61%2024-12-30 46.87856,714.0068.15 0.95%0.50%
91301421波长光电 56.97-0.90% 3.1612.6312.7710.79 -2.81%-19.62%-14.98%-33.45% 8.60%2024-12-30 34.59-22,698,609.0010.38 0.35%0.37%
92920001纬达光电 10.310.49% 16.843.1610.648.89 -10.29%-11.85%-29.05%-34.36% -39.71%2024-12-30 9.281,496,966.004.56 0.00%0.10%
93301379天山电子 16.55-0.48% 7.372.1115.968.70 -1.95%-17.35%-33.42%-29.85% -22.12%2024-12-30 36.19-21,362,139.005.20 0.85%0.38%
94688496*ST清越 0.58-20.55% 0.000.000.000.00 -33.39%-40.32%-35.67%-81.35% -93.51%2024-12-30 1.38-2.641.57 0.00%—
95001399惠科股份 17.380.00% 15.791.05—— -3.48%-13.68%-33.72%— -58.62%2026-06-26 74.83-31,175,313.004.79 0.00%0.79%

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。