EASTMONEY L2 INDUSTRY
电子化学品Ⅱ（BK1039）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，电子化学品Ⅱ官方综合位次为第23/128位（Rank 71.56）， 加权综合位次为第21/128位（Rank 73.75）。官方20R为0.00 （20日收益-26.12%）；有效成分股为37/37只， 最大单股权重为10.00%。
官方20R、60R、120R分别为0.00、80.47和98.44。 相对上证指数的20日超额收益为-23.79%，自基准日以来收益为94.57%。
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21位，20日相对强度为0.00， 20日相对上证指数收益为-23.20%。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37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 | 300285 | 国瓷材料 | 67.27 | 11.78% | 91.89 | 94.29 | 91.43 | 92.66 | 12.48% | -11.97% | 72.01% | 121.72% | 277.07% | 2024-12-30 | 573.86 | 109.90 | 7.35 | 0.22% | 10.00% |
| 2 | 300054 | 鼎龙股份 | 74.02 | 5.67% | 86.49 | 88.57 | 82.86 | 85.87 | 5.05% | -14.84% | 22.04% | 73.96% | 172.63% | 2024-12-30 | 550.93 | 98.10 | 5.62 | 0.13% | 10.00% |
| 3 | 688549 | 中巨芯-U | 23.21 | 20.01% | 35.14 | 97.14 | 97.14 | 84.74 | 4.82% | -27.61% | 90.44% | 155.84% | 153.11% | 2024-12-30 | 136.78 | -2,065.99 | 2.04 | 0.00% | 2.49% |
| 4 | 688548 | 广钢气体 | 34.75 | 7.39% | 59.46 | 91.43 | 85.71 | 82.75 | 0.33% | -23.42% | 30.72% | 74.41% | 240.02% | 2024-12-30 | 240.20 | 160.50 | 4.56 | 0.28% | 4.37% |
| 5 | 301319 | 唯特偶 | 98.01 | 5.61% | 70.27 | 80.00 | 88.57 | 81.48 | 9.38% | -20.78% | 9.60% | 115.93% | 224.64% | 2024-12-30 | 134.78 | 226.96 | 6.59 | 0.35% | 2.45% |
| 6 | 688106 | 金宏气体 | 28.45 | 7.04% | 72.97 | 65.71 | 71.43 | 69.45 | -0.24% | -18.86% | 2.18% | 32.98% | 63.32% | 2024-12-30 | 152.32 | 115.46 | 6.07 | 0.87% | 2.77% |
| 7 | 688545 | 兴福电子 | 75.98 | 14.67% | 24.32 | 68.57 | 80.00 | 64.29 | 9.87% | -29.35% | 2.95% | 51.48% | 177.40% | 2025-01-22 | 138.47 | 132.26 | 8.08 | 0.39% | 2.52% |
| 8 | 002741 | 光华科技 | 22.91 | 5.38% | 54.05 | 82.86 | 45.71 | 62.24 | 4.81% | -23.98% | 9.84% | 14.43% | 30.69% | 2024-12-30 | 98.52 | 103.32 | 4.22 | 0.43% | 1.79% |
| 9 | 300236 | 上海新阳 | 90.01 | 5.62% | 81.08 | 62.86 | 51.43 | 61.93 | 2.54% | -16.27% | -1.33% | 22.31% | 135.48% | 2024-12-30 | 250.72 | 93.81 | 14.88 | 0.53% | 4.56% |
| 10 | 603078 | 江化微 | 31.08 | 10.02% | 13.51 | 85.71 | 57.14 | 59.85 | 0.33% | -32.85% | 18.11% | 28.63% | 76.39% | 2024-12-30 | 119.86 | 114.35 | 5.11 | 0.29% | 2.18% |
| 11 | 688268 | 华特气体 | 139.00 | 8.34% | 10.81 | 48.57 | 94.29 | 59.31 | -1.63% | -33.03% | -7.36% | 123.21% | 192.75% | 2024-12-30 | 177.48 | 131.12 | 14.18 | 0.36% | 3.23% |
| 12 | 002584 | 西陇科学 | 7.79 | 3.18% | 78.38 | 77.14 | 31.43 | 59.10 | 5.70% | -16.36% | 4.38% | -7.42% | 4.70% | 2024-12-30 | 36.49 | -60.39 | 3.75 | 0.00% | 0.66% |
| 13 | 603002 | 宏昌电子 | 13.52 | 8.07% | 21.62 | 57.14 | 77.14 | 58.04 | 6.60% | -29.39% | -2.49% | 49.87% | 140.57% | 2024-12-30 | 153.33 | 433.48 | 3.03 | 0.11% | 2.79% |
| 14 | 300481 | 濮阳惠成 | 13.93 | 2.73% | 89.19 | 74.29 | 14.29 | 53.27 | 5.44% | -14.16% | 3.91% | -14.55% | -6.51% | 2024-12-30 | 40.41 | 30.96 | 8.15 | 2.87% | 0.74% |
| 15 | 300398 | 飞凯材料 | 34.36 | 7.04% | 51.35 | 51.43 | 54.29 | 52.56 | 5.90% | -24.50% | -3.56% | 26.37% | 107.11% | 2024-12-30 | 194.80 | 50.17 | 8.81 | 0.33% | 3.55% |
| 16 | 300346 | 南大光电 | 53.15 | 7.48% | 37.84 | 71.43 | 40.00 | 52.14 | 2.28% | -25.97% | 3.67% | 2.59% | 30.75% | 2024-12-30 | 348.66 | 114.88 | 4.93 | 0.87% | 6.35% |
| 17 | 688371 | 菲沃泰 | 25.96 | 11.94% | 56.76 | 25.71 | 68.57 | 49.07 | 10.83% | -23.52% | -17.85% | 32.60% | 61.85% | 2024-12-30 | 87.09 | 288.27 | 5.78 | 0.19% | 1.59% |
| 18 | 688019 | 安集科技 | 241.09 | 5.90% | 64.86 | 54.29 | 34.29 | 48.40 | -6.69% | -21.40% | -3.23% | -4.62% | 66.61% | 2024-12-30 | 548.46 | 69.99 | 19.78 | 0.16% | 9.99% |
| 19 | 688550 | 瑞联新材 | 39.23 | 8.58% | 75.68 | 60.00 | 20.00 | 47.14 | 1.63% | -18.08% | -1.43% | -12.74% | 21.95% | 2024-12-30 | 69.07 | 22.33 | 18.25 | 2.27% | 1.26% |
| 20 | 600330 | 天通股份 | 19.68 | 8.61% | 83.78 | 2.86 | 65.71 | 44.19 | 6.77% | -16.05% | -31.77% | 32.45% | 166.38% | 2024-12-30 | 242.74 | -146.96 | 6.29 | 0.00% | 4.42% |
| 21 | 688603 | 天承科技 | 98.78 | 7.84% | 32.43 | 28.57 | 60.00 | 41.92 | 8.01% | -27.71% | -16.98% | 30.18% | 81.79% | 2024-12-30 | 123.20 | 142.14 | 9.67 | 0.14% | 2.24% |
| 22 | 688359 | 三孚新科 | 93.53 | 9.39% | 0.00 | 40.00 | 62.86 | 41.14 | -0.74% | -47.36% | -11.08% | 31.05% | 131.80% | 2024-12-30 | 93.23 | -192.96 | 7.05 | 0.00% | 1.70% |
| 23 | 920526 | 凯华材料 | 20.23 | 5.53% | 67.57 | 37.14 | 25.71 | 38.66 | 7.69% | -20.81% | -12.94% | -12.10% | -21.13% | 2024-12-30 | 10.59 | 116.11 | 2.72 | 0.00% | 0.19% |
| 24 | 002643 | 万润股份 | 13.78 | 3.77% | 48.65 | 42.86 | 22.86 | 36.02 | 5.19% | -24.76% | -10.85% | -12.36% | 10.20% | 2024-12-30 | 124.33 | 44.37 | 7.57 | 0.91% | 2.26% |
| 25 | 688150 | 莱特光电 | 36.76 | 5.24% | 18.92 | 5.71 | 74.29 | 35.78 | 2.68% | -30.30% | -31.08% | 35.93% | 62.43% | 2024-12-30 | 147.94 | 67.50 | 4.72 | 0.81% | 2.69% |
| 26 | 300684 | 中石科技 | 47.20 | 4.94% | 43.24 | 31.43 | 28.57 | 32.65 | -0.06% | -25.73% | -16.59% | -10.31% | 114.00% | 2024-12-30 | 96.56 | 41.75 | 6.71 | 1.56% | 1.76% |
| 27 | 603931 | 格林达 | 34.64 | 7.48% | 8.11 | 34.29 | 42.86 | 32.48 | 7.66% | -33.03% | -14.01% | 12.60% | 43.02% | 2024-12-30 | 69.13 | 56.42 | 9.81 | 0.53% | 1.26% |
| 28 | 688035 | 德邦科技 | 60.03 | 6.53% | 16.22 | 22.86 | 48.57 | 31.81 | 5.34% | -32.73% | -17.90% | 18.80% | 54.60% | 2024-12-30 | 85.39 | 79.35 | 16.45 | 0.41% | 1.55% |
| 29 | 300655 | 晶瑞电材 | 12.76 | 5.72% | 45.95 | 45.71 | 8.57 | 30.90 | 3.63% | -25.38% | -10.34% | -22.35% | 30.34% | 2024-12-30 | 143.10 | 96.25 | 2.27 | 0.17% | 2.61% |
| 30 | 688683 | 莱尔科技 | 29.28 | 4.57% | 97.30 | 11.43 | 17.14 | 30.89 | 2.52% | -2.17% | -26.54% | -13.44% | 44.38% | 2024-12-30 | 47.17 | 113.39 | 7.43 | 0.27% | 0.86% |
| 31 | 301630 | 同宇新材 | 164.81 | 7.23% | 62.16 | 8.57 | 37.14 | 30.72 | 6.69% | -22.66% | -28.88% | -3.33% | -13.96% | 2025-07-10 | 34.58 | 72.50 | 29.70 | 0.95% | 0.63% |
| 32 | 300537 | 广信材料 | 18.93 | 4.70% | 40.54 | 20.00 | 11.43 | 20.68 | 6.01% | -25.80% | -19.97% | -19.14% | -9.99% | 2024-12-30 | 28.73 | 286.71 | 4.35 | 0.00% | 0.52% |
| 33 | 300429 | 强力新材 | 10.33 | 5.62% | 29.73 | 14.29 | 5.71 | 13.95 | 8.71% | -27.78% | -22.56% | -25.41% | -17.89% | 2024-12-30 | 43.15 | -45.05 | 3.35 | 0.00% | 0.79% |
| 34 | 300576 | 容大感光 | 28.05 | 6.05% | 27.03 | 17.14 | 2.86 | 13.41 | 7.80% | -28.74% | -21.42% | -26.60% | -41.07% | 2024-12-30 | 71.27 | 95.85 | 4.27 | 0.23% | 1.30% |
| 35 | 301489 | 思泉新材 | 96.70 | 8.11% | 5.41 | 0.00 | 0.00 | 1.08 | 0.16% | -36.86% | -49.96% | -34.88% | 38.24% | 2024-12-30 | 67.28 | 186.62 | 13.25 | 0.11% | 1.22% |
| 36 | 603435 | 嘉德利 | 53.21 | 6.76% | 94.59 | — | — | — | 13.42% | -3.31% | — | — | -58.33% | 2026-05-22 | 18.99 | 100.33 | 4.64 | 0.00% | 0.35% |
| 37 | 920189 | 康美特 | 22.59 | 5.41% | 2.70 | — | — | — | -3.93% | -42.24% | — | — | -44.56% | 2026-07-08 | 19.17 | 37.44 | 5.33 | 0.00% | 0.35% |
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。