EASTMONEY L2 INDUSTRY
游戏Ⅱ（BK1046）动量观察
所属东方财富一级行业：传媒。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，游戏Ⅱ官方综合位次为第38/128位（Rank 60.94）， 加权综合位次为第53/128位（Rank 52.50）。官方20R为78.12 （20日收益7.16%）；有效成分股为24/24只， 最大单股权重为10.00%。
官方20R、60R、120R分别为78.12、71.88和41.41。 相对上证指数的20日超额收益为9.49%，自基准日以来收益为24.27%。
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53位，20日相对强度为76.56， 20日相对上证指数收益为8.99%。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24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 | 600892 | 大晟文化 | 4.16 | 10.05% | 91.67 | 91.67 | 95.83 | 93.33 | 25.14% | 30.33% | 11.71% | 11.32% | 10.05% | 2024-12-30 | 23.27 | -28.68 | 0.02 | 0.00% | 0.77% |
| 2 | 002425 | 凯撒文化 | 3.47 | 10.16% | 95.83 | 79.17 | 79.17 | 82.50 | 28.17% | 33.77% | 6.00% | -6.60% | 60.65% | 2024-12-30 | 31.93 | -5.95 | 2.59 | 0.00% | 1.06% |
| 3 | 002174 | 游族网络 | 12.22 | 0.16% | 29.17 | 95.83 | 91.67 | 80.83 | 5.89% | 4.67% | 19.67% | 7.52% | 24.69% | 2024-12-30 | 119.67 | -34.47 | 4.63 | 0.00% | 3.96% |
| 4 | 002517 | 恺英网络 | 18.38 | -1.08% | 70.83 | 87.50 | 70.83 | 77.50 | 8.82% | 14.95% | 10.66% | -16.22% | 29.62% | 2024-12-30 | 347.21 | 20.63 | 4.75 | 0.54% | 10.00% |
| 5 | 603444 | 吉比特 | 392.00 | -0.12% | 54.17 | 83.33 | 75.00 | 74.17 | 2.83% | 11.29% | 10.14% | -7.49% | 72.61% | 2024-12-30 | 282.40 | 15.74 | 76.41 | 4.98% | 9.35% |
| 6 | 002555 | 三七互娱 | 20.23 | 0.25% | 50.00 | 66.67 | 66.67 | 63.33 | 4.17% | 10.74% | 1.85% | -17.24% | 25.89% | 2024-12-30 | 321.12 | 15.43 | 5.95 | 5.06% | 10.00% |
| 7 | 300459 | 汤姆猫 | 3.91 | -0.76% | 87.50 | 54.17 | 58.33 | 62.50 | 4.95% | 19.75% | -0.24% | -18.53% | -36.11% | 2024-12-30 | 128.53 | -11.42 | 0.21 | 0.00% | 4.26% |
| 8 | 300031 | 宝通科技 | 21.92 | 3.06% | 16.67 | 58.33 | 83.33 | 60.00 | 13.58% | -3.15% | -0.12% | -0.82% | 14.05% | 2024-12-30 | 77.14 | 44.36 | 9.66 | 0.46% | 2.55% |
| 9 | 300299 | 富春股份 | 5.52 | 0.00% | 75.00 | 45.83 | 62.50 | 58.33 | 5.46% | 15.68% | -2.85% | -17.93% | -4.17% | 2024-12-30 | 38.06 | -49.58 | 0.57 | 0.00% | 1.26% |
| 10 | 300467 | 迅游科技 | 34.29 | 3.66% | 25.00 | 33.33 | 87.50 | 53.33 | 2.70% | 4.47% | -6.17% | 4.36% | 110.50% | 2024-12-30 | 58.37 | 272.36 | 3.20 | 0.00% | 1.93% |
| 11 | 002605 | 姚记科技 | 18.78 | -1.11% | 12.50 | 70.83 | 54.17 | 52.50 | 4.32% | -3.39% | 2.30% | -21.18% | -29.43% | 2024-12-30 | 63.52 | 16.79 | 8.82 | 2.66% | 2.10% |
| 12 | 300315 | 掌趣科技 | 4.44 | -1.11% | 79.17 | 37.50 | 45.83 | 49.17 | 4.92% | 15.88% | -4.28% | -22.56% | -23.32% | 2024-12-30 | 112.84 | -76.57 | 1.73 | 0.00% | 3.74% |
| 13 | 300002 | 神州泰岳 | 8.89 | 1.25% | 62.50 | 50.00 | 37.50 | 47.50 | 6.19% | 12.22% | -1.68% | -23.13% | -26.47% | 2024-12-30 | 164.56 | 21.82 | 3.92 | 0.67% | 5.45% |
| 14 | 002558 | 巨人网络 | 30.07 | 0.43% | 41.67 | 75.00 | 20.83 | 46.67 | 10.15% | 9.72% | 3.04% | -25.74% | 130.07% | 2024-12-30 | 571.50 | 32.57 | 8.40 | 1.13% | 10.00% |
| 15 | 603258 | 电魂网络 | 13.44 | -0.15% | 83.33 | 25.00 | 33.33 | 40.00 | 5.19% | 17.79% | -9.97% | -24.39% | -35.69% | 2024-12-30 | 32.44 | -15.24 | 8.00 | 0.00% | 1.07% |
| 16 | 600715 | 文投控股 | 1.64 | -1.20% | 66.67 | 16.67 | 50.00 | 40.00 | 4.50% | 12.40% | -11.24% | -21.80% | -28.70% | 2024-12-30 | 46.94 | -147.58 | 0.27 | 0.00% | 1.55% |
| 17 | 002602 | 世纪华通 | 14.12 | 0.00% | 20.83 | 62.50 | 16.67 | 35.83 | 2.90% | 1.56% | 0.62% | -26.06% | 174.71% | 2024-12-30 | 959.71 | 18.57 | 4.32 | 0.42% | 10.00% |
| 18 | 600633 | 浙数文化 | 11.40 | 0.35% | 58.33 | 29.17 | 29.17 | 35.00 | 6.85% | 11.94% | -7.08% | -24.54% | 4.30% | 2024-12-30 | 144.56 | 25.25 | 8.03 | 2.19% | 4.79% |
| 19 | 300043 | 星辉娱乐 | 4.94 | -0.20% | 8.33 | 41.67 | 41.67 | 35.00 | 4.25% | -5.34% | -3.97% | -22.70% | 30.00% | 2024-12-30 | 61.43 | 20.38 | 1.39 | 1.01% | 2.03% |
| 20 | 300494 | 盛天网络 | 9.07 | 1.91% | 37.50 | 20.83 | 8.33 | 19.17 | 9.44% | 9.29% | -10.39% | -31.02% | -23.91% | 2024-12-30 | 36.13 | 197.50 | 2.94 | 0.06% | 1.20% |
| 21 | 300113 | 顺网科技 | 19.02 | -0.52% | 45.83 | 4.17 | 12.50 | 15.83 | 8.01% | 10.21% | -26.53% | -27.13% | 9.63% | 2024-12-30 | 96.82 | 30.70 | 3.62 | 0.63% | 3.21% |
| 22 | 002919 | 名臣健康 | 17.50 | 1.33% | 0.00 | 12.50 | 25.00 | 15.00 | 7.05% | -9.51% | -21.97% | -25.71% | 1.10% | 2024-12-30 | 46.24 | 164.52 | 2.99 | 0.28% | 1.53% |
| 23 | 002624 | 完美世界 | 11.54 | 0.09% | 33.33 | 8.33 | 4.17 | 11.67 | 9.66% | 5.46% | -23.54% | -33.24% | 7.95% | 2024-12-30 | 210.92 | 30.63 | 3.38 | 2.86% | 6.99% |
| 24 | 300533 | 冰川网络 | 15.58 | 0.39% | 4.17 | 0.00 | 0.00 | 0.83 | 9.03% | -7.41% | -35.45% | -50.29% | -24.66% | 2024-12-30 | 35.98 | 10.58 | 3.92 | 9.17% | 1.19% |
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。