EASTMONEY L2 INDUSTRY
其他电子Ⅱ（BK1223）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，其他电子Ⅱ官方综合位次为第73/128位（Rank 44.84）， 加权综合位次为第114/128位（Rank 27.81）。官方20R为2.34 （20日收益-14.11%）；有效成分股为33/33只， 最大单股权重为10.00%。
官方20R、60R、120R分别为2.34、23.44和87.50。 相对上证指数的20日超额收益为-11.78%，自基准日以来收益为63.26%。
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114位，20日相对强度为1.56， 20日相对上证指数收益为-18.84%。官方指数与加权口径的位次差为41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33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 | 002859 | 洁美科技 | 65.36 | 8.93% | 42.42 | 93.94 | 96.97 | 84.85 | 8.38% | -16.15% | 33.96% | 91.24% | 199.95% | 2024-12-30 | 279.95 | 134.88 | 6.66 | 0.32% | 8.65% |
| 2 | 600353 | 旭光电子 | 25.37 | 9.54% | 9.09 | 96.97 | 87.88 | 75.76 | 4.58% | -29.40% | 37.54% | 42.91% | 232.94% | 2024-12-30 | 210.27 | 130.14 | 2.26 | 0.28% | 6.49% |
| 3 | 688103 | 国力电子 | 69.88 | 6.83% | 33.33 | 90.91 | 78.79 | 74.55 | 12.65% | -17.99% | 19.07% | 13.62% | 66.82% | 2024-12-30 | 66.61 | 94.56 | 11.59 | 0.33% | 2.06% |
| 4 | 688662 | 富信科技 | 78.65 | 12.37% | 15.15 | 84.85 | 90.91 | 73.33 | 11.67% | -27.88% | 3.61% | 48.41% | 112.51% | 2024-12-30 | 90.22 | 228.94 | 6.13 | 0.39% | 2.79% |
| 5 | 002388 | 新亚制程 | 4.91 | 1.87% | 87.88 | 81.82 | 57.58 | 73.33 | -1.91% | 8.38% | -2.26% | -6.72% | 41.09% | 2024-12-30 | 24.85 | -112.56 | 1.88 | 0.00% | 0.77% |
| 6 | 301275 | 汉朔科技 | 45.83 | -0.69% | 96.97 | 87.88 | 45.45 | 72.73 | 6.43% | 12.63% | 4.52% | -18.33% | -31.52% | 2025-03-11 | 137.88 | 42.85 | 9.75 | 0.22% | 4.26% |
| 7 | 000670 | 盈方微 | 7.08 | 5.36% | 90.91 | 78.79 | 51.52 | 70.30 | 4.21% | 8.48% | -3.86% | -13.02% | -23.38% | 2024-12-30 | 58.79 | -72.73 | 0.04 | 0.00% | 1.82% |
| 8 | 300184 | 力源信息 | 12.58 | 3.97% | 45.45 | 69.70 | 81.82 | 69.70 | 7.33% | -14.08% | -5.98% | 20.07% | 27.85% | 2024-12-30 | 132.35 | 84.07 | 3.65 | 0.00% | 4.09% |
| 9 | 301328 | 维峰电子 | 48.13 | 5.20% | 18.18 | 75.76 | 84.85 | 67.88 | -6.19% | -25.94% | -3.90% | 36.08% | 56.44% | 2024-12-30 | 55.43 | 77.60 | 12.31 | 0.72% | 1.71% |
| 10 | 688093 | 世华科技 | 27.12 | 1.19% | 63.64 | 72.73 | 42.42 | 58.79 | 2.36% | -7.87% | -5.96% | -18.95% | 33.20% | 2024-12-30 | 76.04 | 19.06 | 9.93 | 2.57% | 2.35% |
| 11 | 300736 | 百邦科技 | 28.01 | 1.89% | 78.79 | 12.12 | 93.94 | 58.18 | 2.13% | 0.44% | -30.15% | 62.55% | 179.26% | 2024-12-30 | 34.93 | -123.35 | 0.51 | 0.00% | 1.08% |
| 12 | 300475 | 香农芯创 | 151.35 | 6.43% | 3.03 | 63.64 | 75.76 | 56.36 | 2.72% | -35.67% | -10.04% | 3.23% | 406.36% | 2024-12-30 | 681.13 | 130.49 | 10.42 | 0.08% | 10.00% |
| 13 | 001287 | 中电港 | 22.70 | 3.04% | 30.30 | 54.55 | 66.67 | 54.55 | 6.84% | -19.42% | -13.59% | -1.51% | 4.56% | 2024-12-30 | 172.50 | 60.69 | 7.16 | 0.52% | 5.33% |
| 14 | 300656 | 民德电子 | 24.73 | 3.47% | 27.27 | 66.67 | 54.55 | 53.94 | -1.59% | -21.25% | -9.68% | -12.66% | -5.07% | 2024-12-30 | 32.87 | -41.58 | 5.03 | 0.00% | 1.02% |
| 15 | 300493 | 润欣科技 | 13.34 | 0.98% | 75.76 | 60.61 | 30.30 | 51.52 | 3.98% | -0.01% | -12.24% | -27.11% | -52.48% | 2024-12-30 | 67.58 | 123.80 | 2.24 | 0.26% | 2.09% |
| 16 | 300131 | 英唐智控 | 14.80 | -0.67% | 21.21 | 51.52 | 60.61 | 49.09 | 9.31% | -22.47% | -14.17% | -4.49% | 85.00% | 2024-12-30 | 154.26 | 635.95 | 1.52 | 0.00% | 4.76% |
| 17 | 301099 | 雅创电子 | 47.64 | 7.35% | 0.00 | 45.45 | 72.73 | 47.27 | 5.11% | -40.98% | -17.10% | 2.76% | 10.56% | 2024-12-30 | 54.77 | 71.38 | 7.37 | 0.47% | 1.69% |
| 18 | 002161 | 远 望 谷 | 5.57 | 1.27% | 93.94 | 57.58 | 12.12 | 46.67 | 2.61% | 8.83% | -12.57% | -33.93% | -5.11% | 2024-12-30 | 41.20 | 267.64 | 2.04 | 0.24% | 1.27% |
| 19 | 603933 | 睿能科技 | 19.02 | 3.15% | 66.67 | 33.33 | 48.48 | 46.06 | 6.27% | -7.49% | -20.44% | -16.00% | 16.12% | 2024-12-30 | 39.47 | 112.95 | 6.38 | 0.32% | 1.22% |
| 20 | 002729 | 好利科技 | 13.71 | 0.07% | 69.70 | 42.42 | 33.33 | 44.24 | 2.64% | -2.79% | -17.60% | -22.07% | 4.66% | 2024-12-30 | 24.06 | 52.00 | 3.09 | 0.20% | 0.74% |
| 21 | 002885 | 京泉华 | 26.19 | 4.72% | 24.24 | 27.27 | 69.70 | 43.64 | 6.12% | -22.09% | -24.30% | 0.59% | 74.83% | 2024-12-30 | 62.14 | 84.26 | 5.66 | 0.13% | 1.92% |
| 22 | 002130 | 沃尔核材 | 17.52 | -0.06% | 81.82 | 36.36 | 24.24 | 40.61 | 5.01% | 2.61% | -18.57% | -31.80% | -36.98% | 2024-12-30 | 200.95 | 21.44 | 6.39 | 0.93% | 6.21% |
| 23 | 301359 | 东南电子 | 15.95 | 0.31% | 84.85 | 21.21 | 36.36 | 40.00 | 4.18% | 6.30% | -24.64% | -20.95% | -31.25% | 2024-12-30 | 11.35 | 47.40 | 6.85 | 1.88% | 0.35% |
| 24 | 301563 | 云汉芯城 | 125.16 | 5.68% | 36.36 | 39.39 | 39.39 | 38.79 | 8.58% | -16.67% | -18.42% | -19.76% | 7.16% | 2025-09-30 | 23.95 | 107.15 | 14.57 | 0.31% | 0.74% |
| 25 | 000062 | 深圳华强 | 23.27 | 2.96% | 12.12 | 15.15 | 63.64 | 33.94 | 6.78% | -28.95% | -29.79% | -3.91% | 0.26% | 2024-12-30 | 243.15 | 52.57 | 6.46 | 2.15% | 7.51% |
| 26 | 001298 | 好上好 | 17.31 | 2.55% | 51.52 | 48.48 | 3.03 | 30.91 | 6.28% | -11.55% | -16.50% | -39.69% | -33.29% | 2024-12-30 | 70.52 | 98.25 | 3.85 | 0.28% | 2.18% |
| 27 | 002782 | 可立克 | 14.98 | 2.32% | 48.48 | 24.24 | 27.27 | 30.30 | 5.77% | -12.36% | -24.30% | -30.58% | 11.71% | 2024-12-30 | 73.39 | 24.79 | 4.32 | 1.34% | 2.27% |
| 28 | 300650 | 太龙股份 | 11.32 | 1.07% | 54.55 | 30.30 | 9.09 | 26.67 | 7.23% | -9.30% | -24.00% | -35.74% | -4.15% | 2024-12-30 | 19.28 | 68.45 | 5.93 | 0.34% | 0.60% |
| 29 | 300991 | 创益通 | 27.09 | 5.61% | 57.58 | 9.09 | 21.21 | 23.64 | 10.22% | -8.18% | -33.66% | -32.32% | 17.53% | 2024-12-30 | 28.47 | -1,221.11 | 4.36 | 0.00% | 0.88% |
| 30 | 002922 | 伊戈尔 | 25.69 | 3.09% | 60.61 | 18.18 | 6.06 | 21.82 | 5.60% | -7.88% | -29.66% | -36.51% | 39.28% | 2024-12-30 | 96.85 | 54.22 | 8.77 | 1.16% | 2.99% |
| 31 | 301031 | 中熔电气 | 87.98 | 4.03% | 39.39 | 6.06 | 15.15 | 16.36 | 8.40% | -16.32% | -36.65% | -33.77% | -17.27% | 2024-12-30 | 101.09 | 31.74 | 11.12 | 0.40% | 3.12% |
| 32 | 300516 | 久之洋 | 29.92 | 3.17% | 72.73 | 3.03 | 0.00 | 15.76 | 5.94% | -2.69% | -38.24% | -54.09% | -14.49% | 2024-12-30 | 75.40 | 312.06 | 5.07 | 0.13% | 2.33% |
| 33 | 688800 | 瑞可达 | 53.18 | 6.79% | 6.06 | 0.00 | 18.18 | 8.48 | 0.96% | -31.90% | -53.14% | -32.37% | -3.43% | 2024-12-30 | 153.36 | 51.28 | 8.18 | 0.40% | 4.74% |
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。