EASTMONEY L2 INDUSTRY
军工电子Ⅱ（BK1233）动量观察
所属东方财富一级行业：国防军工。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，军工电子Ⅱ官方综合位次为第125/128位（Rank 11.72）， 加权综合位次为第118/128位（Rank 24.22）。官方20R为5.47 （20日收益-9.18%）；有效成分股为60/61只， 最大单股权重为9.27%。
官方20R、60R、120R分别为5.47、4.69和21.88。 相对上证指数的20日超额收益为-6.85%，自基准日以来收益为24.68%。
多个观察周期的相对强度低于行业中位水平，当前趋势偏弱。
两种口径对照
成分股加权口径的综合位次为第118位，20日相对强度为8.59， 20日相对上证指数收益为-9.93%。官方指数与加权口径的位次差为7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61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 | 688011 | 新光光电 | 71.61 | 2.04% | 95.08 | 96.72 | 90.00 | 93.70 | 13.05% | 18.37% | 17.00% | 9.61% | 350.38% | 2024-12-30 | 71.01 | -189.18 | 10.55 | 0.00% | 0.90% |
| 2 | 688002 | 睿创微纳 | 151.84 | 7.26% | 72.13 | 93.44 | 96.67 | 90.47 | 2.70% | 0.54% | 13.35% | 37.09% | 207.87% | 2024-12-30 | 714.43 | 63.53 | 15.17 | 0.24% | 9.09% |
| 3 | 301302 | 华如科技 | 24.40 | 2.13% | 78.69 | 86.89 | 88.33 | 85.83 | 15.55% | 4.04% | 0.57% | 8.93% | -0.57% | 2024-12-30 | 33.91 | -16.11 | 9.42 | 0.00% | 0.43% |
| 4 | 600562 | 国睿科技 | 25.21 | 1.33% | 96.72 | 80.33 | 78.33 | 82.81 | 0.18% | 21.64% | -2.57% | -7.87% | 30.89% | 2024-12-30 | 313.07 | 49.81 | 5.26 | 0.99% | 3.99% |
| 5 | 002414 | 高德红外 | 13.58 | 5.11% | 93.44 | 83.61 | 68.33 | 79.46 | -3.68% | 14.56% | -0.21% | -14.85% | 77.98% | 2024-12-30 | 461.53 | 84.52 | 1.73 | 0.00% | 5.88% |
| 6 | 603678 | 火炬电子 | 48.25 | 8.09% | 13.11 | 98.36 | 93.33 | 79.30 | 13.03% | -20.25% | 51.02% | 23.85% | 52.69% | 2024-12-30 | 229.46 | 71.76 | 12.87 | 0.50% | 2.92% |
| 7 | 688629 | 华丰科技 | 143.44 | 3.38% | 4.92 | 95.08 | 98.33 | 78.35 | 5.37% | -28.03% | 14.13% | 56.36% | 290.84% | 2024-12-30 | 661.25 | 187.32 | 6.19 | 0.00% | 8.42% |
| 8 | 301571 | 国科天成 | 58.37 | 4.53% | 59.02 | 78.69 | 86.67 | 77.95 | -8.40% | -3.27% | -3.12% | 7.76% | 30.32% | 2024-12-30 | 69.56 | 51.31 | 11.40 | 0.20% | 0.89% |
| 9 | 300726 | 宏达电子 | 52.80 | 6.58% | 18.03 | 90.16 | 91.67 | 76.34 | 6.67% | -18.89% | 3.18% | 10.55% | 62.86% | 2024-12-30 | 113.22 | 54.20 | 11.63 | 1.89% | 1.44% |
| 10 | 688511 | 天微电子 | 21.84 | 4.00% | 19.67 | 91.80 | 85.00 | 74.66 | 7.68% | -17.96% | 3.30% | 7.48% | 81.53% | 2024-12-30 | 29.20 | 85.53 | 6.13 | 1.06% | 0.37% |
| 11 | 603267 | 鸿远电子 | 52.19 | 2.84% | 27.87 | 88.52 | 81.67 | 73.65 | 9.01% | -14.65% | 0.94% | -0.73% | 35.10% | 2024-12-30 | 120.60 | 48.26 | 19.33 | 0.67% | 1.54% |
| 12 | 002214 | *ST大立 | 14.85 | 10.00% | 90.16 | 67.21 | 71.67 | 73.58 | 10.69% | 9.01% | -13.33% | -12.48% | 28.02% | 2024-12-30 | 71.04 | -39.71 | 2.10 | 0.00% | 0.90% |
| 13 | 002189 | 中光学 | 18.81 | 1.13% | 68.85 | 72.13 | 76.67 | 73.29 | -0.88% | 0.04% | -12.66% | -9.81% | -12.06% | 2024-12-30 | 49.12 | -21.80 | 1.60 | 0.00% | 0.63% |
| 14 | 002025 | 航天电器 | 66.33 | 4.51% | 11.48 | 77.05 | 95.00 | 71.11 | 7.29% | -20.81% | -3.47% | 29.71% | 34.68% | 2024-12-30 | 301.05 | 164.70 | 14.39 | 0.20% | 3.83% |
| 15 | 000733 | 振华科技 | 42.45 | 2.39% | 47.54 | 85.25 | 65.00 | 69.61 | 3.80% | -7.96% | 0.36% | -17.91% | -2.82% | 2024-12-30 | 235.21 | 22.94 | 28.11 | 0.90% | 2.99% |
| 16 | 002179 | 中航光电 | 34.75 | 0.99% | 32.79 | 73.77 | 83.33 | 69.40 | 1.90% | -13.37% | -6.96% | 3.97% | -12.49% | 2024-12-30 | 728.51 | 33.76 | 11.00 | 1.59% | 9.27% |
| 17 | 300123 | ST亚光 | 4.40 | -4.14% | 98.36 | 75.41 | 35.00 | 63.84 | 6.27% | 28.04% | -4.72% | -31.11% | -27.75% | 2024-12-30 | 43.74 | -3.66 | 0.31 | 0.00% | 0.56% |
| 18 | 300397 | 天和防务 | 10.83 | 1.88% | 42.62 | 68.85 | 66.67 | 62.73 | 6.14% | -8.54% | -13.26% | -16.98% | -5.00% | 2024-12-30 | 44.20 | -55.88 | 2.77 | 0.00% | 0.56% |
| 19 | 688053 | ST思科瑞 | 33.32 | 1.80% | 44.26 | 70.49 | 58.33 | 60.38 | 8.77% | -8.53% | -12.73% | -20.32% | 13.22% | 2024-12-30 | 33.32 | -160.33 | 15.87 | 0.00% | 0.42% |
| 20 | 300474 | 景嘉微 | 53.96 | 0.69% | 40.98 | 65.57 | 56.67 | 57.09 | 2.70% | -9.43% | -13.33% | -20.38% | -46.90% | 2024-12-30 | 219.33 | -171.30 | 13.07 | 0.00% | 2.79% |
| 21 | 301592 | 六九一二 | 100.80 | 2.34% | 16.39 | 60.66 | 73.33 | 56.87 | 6.50% | -19.50% | -15.63% | -12.18% | -34.71% | 2024-12-30 | 23.55 | 132.52 | 13.33 | 0.08% | 0.30% |
| 22 | 300177 | 中海达 | 6.37 | 0.95% | 91.80 | 50.82 | 45.00 | 56.69 | 4.51% | 9.75% | -18.13% | -27.29% | -45.46% | 2024-12-30 | 38.62 | -20.35 | 1.69 | 0.00% | 0.49% |
| 23 | 688132 | 邦彦技术 | 13.29 | -0.67% | 86.89 | 47.54 | 50.00 | 56.39 | 5.70% | 6.97% | -18.36% | -26.02% | -23.31% | 2024-12-30 | 20.23 | -9.56 | 7.77 | 0.00% | 0.26% |
| 24 | 920008 | 成电光信 | 20.19 | 1.15% | 88.52 | 57.38 | 38.33 | 55.99 | 2.87% | 7.32% | -17.14% | -29.17% | -33.19% | 2024-12-30 | 6.88 | 79.38 | 5.02 | 0.00% | 0.09% |
| 25 | 002977 | *ST天箭 | 22.29 | 2.67% | 52.46 | 52.46 | 55.00 | 53.48 | 2.18% | -6.36% | -18.05% | -21.76% | -20.14% | 2024-12-30 | 14.86 | -11.86 | 7.08 | 0.00% | 0.19% |
| 26 | 688439 | 振华风光 | 40.50 | 1.17% | 50.82 | 63.93 | 40.00 | 51.74 | 3.13% | -7.31% | -13.57% | -29.13% | -24.07% | 2024-12-30 | 81.00 | 47.64 | 24.85 | 0.42% | 1.03% |
| 27 | 600990 | 四创电子 | 17.77 | 0.23% | 54.10 | 62.30 | 36.67 | 50.40 | 1.89% | -5.41% | -14.39% | -30.66% | -19.15% | 2024-12-30 | 47.80 | -16.59 | 5.66 | 0.00% | 0.61% |
| 28 | 603712 | 七一二 | 12.16 | 0.66% | 81.97 | 54.10 | 26.67 | 48.70 | 4.43% | 4.86% | -17.70% | -33.71% | -37.22% | 2024-12-30 | 93.88 | -19.08 | 4.96 | 0.00% | 1.20% |
| 29 | 002151 | 北斗星通 | 29.65 | 0.68% | 77.05 | 40.98 | 41.67 | 48.47 | 4.40% | 2.46% | -22.98% | -29.09% | 8.01% | 2024-12-30 | 131.29 | -62.60 | 8.90 | 0.00% | 1.67% |
| 30 | 300629 | 新劲刚 | 17.75 | 1.14% | 62.30 | 37.70 | 48.33 | 46.87 | 3.91% | -2.04% | -24.46% | -26.47% | -22.69% | 2024-12-30 | 38.48 | 54.77 | 6.96 | 0.56% | 0.49% |
| 31 | 002383 | 合众思壮 | 7.01 | 0.00% | 85.25 | 45.90 | 28.33 | 46.74 | 2.24% | 6.64% | -18.78% | -33.42% | -15.13% | 2024-12-30 | 51.90 | -32.80 | 2.03 | 0.00% | 0.66% |
| 32 | 300447 | 全信股份 | 13.69 | -0.29% | 80.33 | 32.79 | 43.33 | 46.51 | 4.82% | 4.34% | -26.05% | -27.54% | -8.00% | 2024-12-30 | 27.58 | 144.18 | 6.43 | 0.43% | 0.35% |
| 33 | 300252 | 金信诺 | 11.66 | 2.46% | 36.07 | 36.07 | 61.67 | 46.31 | 6.46% | -12.38% | -24.47% | -19.43% | -2.67% | 2024-12-30 | 65.15 | 555.85 | 3.62 | 0.00% | 0.83% |
| 34 | 002446 | 盛路通信 | 8.27 | 3.50% | 24.59 | 55.74 | 46.67 | 45.88 | 6.10% | -16.43% | -17.59% | -26.60% | 20.38% | 2024-12-30 | 70.11 | 108.73 | 2.78 | 0.00% | 0.89% |
| 35 | 300762 | 上海瀚讯 | 32.08 | 3.99% | 21.31 | 39.34 | 60.00 | 44.00 | 9.13% | -17.27% | -23.04% | -19.65% | 42.64% | 2024-12-30 | 201.45 | -165.22 | 3.62 | 0.00% | 2.56% |
| 36 | 301050 | 雷电微力 | 31.62 | 0.99% | 65.57 | 59.02 | 16.67 | 43.39 | 3.99% | -0.89% | -16.78% | -38.76% | -42.06% | 2024-12-30 | 66.68 | 47.63 | 12.35 | 0.60% | 0.85% |
| 37 | 002935 | 天奥电子 | 15.99 | 0.69% | 8.20 | 49.18 | 53.33 | 42.64 | 3.89% | -21.38% | -18.20% | -22.47% | -4.93% | 2024-12-30 | 66.37 | 104.63 | 3.76 | 0.31% | 0.84% |
| 38 | 002338 | 奥普光电 | 41.92 | 5.04% | 22.95 | 29.51 | 63.33 | 41.73 | 3.65% | -16.79% | -26.40% | -19.03% | 6.91% | 2024-12-30 | 100.61 | 124.94 | 5.95 | 0.17% | 1.28% |
| 39 | 688552 | 航天南湖 | 26.74 | 2.37% | 70.49 | 34.43 | 33.33 | 41.20 | 4.14% | 0.53% | -24.99% | -31.47% | 54.38% | 2024-12-30 | 90.18 | 282.24 | 7.62 | 0.11% | 1.15% |
| 40 | 688272 | 富吉瑞 | 27.95 | 1.64% | 14.75 | 14.75 | 80.00 | 40.85 | 10.94% | -20.01% | -33.15% | -3.62% | 68.27% | 2024-12-30 | 21.24 | -25.81 | 5.24 | 0.00% | 0.27% |
| 41 | 001270 | 铖昌科技 | 114.42 | 7.77% | 6.56 | 42.62 | 51.67 | 39.03 | 18.86% | -22.06% | -22.34% | -23.80% | 188.50% | 2024-12-30 | 234.34 | 201.38 | 7.37 | 0.17% | 2.98% |
| 42 | 300101 | 振芯科技 | 15.20 | 0.93% | 73.77 | 44.26 | 10.00 | 36.46 | 5.29% | 1.22% | -19.44% | -45.10% | -32.86% | 2024-12-30 | 86.03 | 304.95 | 3.10 | 0.00% | 1.10% |
| 43 | 688081 | 兴图新科 | 30.08 | 3.58% | 26.23 | 3.28 | 70.00 | 34.56 | 9.32% | -16.13% | -38.08% | -12.87% | 89.90% | 2024-12-30 | 30.99 | -45.81 | 3.83 | 0.00% | 0.39% |
| 44 | 600855 | 航天长峰 | 12.68 | 0.96% | 75.41 | 16.39 | 31.67 | 34.31 | 2.46% | 2.33% | -30.68% | -32.85% | -3.43% | 2024-12-30 | 59.30 | -34.63 | 2.98 | 0.00% | 0.75% |
| 45 | 301306 | 西测测试 | 91.40 | 6.08% | 1.64 | 8.20 | 75.00 | 33.61 | 10.84% | -35.07% | -37.17% | -11.34% | 134.84% | 2024-12-30 | 53.25 | -59.23 | 9.97 | 0.00% | 0.68% |
| 46 | 301213 | 观想科技 | 45.99 | 0.88% | 83.61 | 18.03 | 23.33 | 33.27 | 17.07% | 4.92% | -30.57% | -35.24% | 3.60% | 2024-12-30 | 33.29 | 386.95 | 7.11 | 0.16% | 0.42% |
| 47 | 002413 | 雷科防务 | 8.45 | 1.68% | 67.21 | 22.95 | 20.00 | 30.62 | 5.25% | -0.10% | -28.49% | -36.50% | 86.53% | 2024-12-30 | 109.46 | -128.48 | 2.49 | 0.00% | 1.39% |
| 48 | 688682 | 霍莱沃 | 31.04 | 2.07% | 45.90 | 24.59 | 25.00 | 29.02 | 7.23% | -8.48% | -28.26% | -34.06% | 21.73% | 2024-12-30 | 31.61 | -135.16 | 5.87 | 0.64% | 0.40% |
| 49 | 688084 | 晶品特装 | 43.92 | 2.62% | 55.74 | 31.15 | 13.33 | 28.94 | 10.37% | -3.95% | -26.27% | -42.65% | -23.48% | 2024-12-30 | 33.23 | -198.06 | 20.24 | 0.00% | 0.42% |
| 50 | 688375 | 国博电子 | 79.28 | 1.63% | 34.43 | 21.31 | 30.00 | 27.41 | 6.05% | -12.73% | -29.87% | -33.21% | 58.56% | 2024-12-30 | 472.52 | 93.10 | 10.43 | 0.54% | 6.02% |
| 51 | 002465 | 海格通信 | 10.63 | 1.33% | 39.34 | 26.23 | 21.67 | 27.03 | 5.74% | -9.68% | -27.80% | -35.86% | -6.18% | 2024-12-30 | 263.40 | -33.55 | 4.54 | 0.56% | 3.35% |
| 52 | 688311 | 盟升电子 | 23.55 | 1.64% | 29.51 | 27.87 | 11.67 | 21.72 | 8.33% | -14.63% | -26.59% | -43.24% | -28.83% | 2024-12-30 | 41.24 | -251.74 | 10.33 | 0.00% | 0.52% |
| 53 | 688776 | 国光电气 | 50.85 | 1.09% | 57.38 | 19.67 | 5.00 | 21.34 | 6.63% | -3.28% | -30.25% | -49.03% | 3.33% | 2024-12-30 | 55.11 | -55.80 | 15.74 | 0.00% | 0.70% |
| 54 | 000547 | 航天发展 | 15.39 | 2.19% | 63.93 | 9.84 | 6.67 | 19.39 | 7.23% | -1.72% | -36.39% | -47.82% | 99.61% | 2024-12-30 | 244.57 | -18.80 | 2.36 | 0.00% | 3.11% |
| 55 | 688522 | 纳睿雷达 | 19.81 | 0.81% | 60.66 | 13.11 | 1.67 | 18.04 | 3.79% | -3.02% | -34.07% | -49.46% | -66.06% | 2024-12-30 | 34.11 | 76.73 | 5.47 | 0.40% | 0.43% |
| 56 | 301517 | 陕西华达 | 39.41 | 2.31% | 37.70 | 6.56 | 18.33 | 17.50 | 5.64% | -12.24% | -37.38% | -37.29% | -33.52% | 2024-12-30 | 38.45 | -89.17 | 8.42 | 0.00% | 0.49% |
| 57 | 300045 | 华力创通 | 13.39 | 1.83% | 31.15 | 11.48 | 8.33 | 14.15 | 5.82% | -14.30% | -34.29% | -47.61% | -38.97% | 2024-12-30 | 69.13 | -128.18 | 2.29 | 0.00% | 0.88% |
| 58 | 688175 | 高凌信息 | 17.90 | 3.95% | 3.28 | 1.64 | 15.00 | 7.31 | 10.22% | -34.71% | -41.80% | -40.18% | 0.67% | 2024-12-30 | 30.09 | -71.80 | 10.23 | 0.43% | 0.38% |
| 59 | 688788 | 科思科技 | 31.17 | 5.55% | 9.84 | 4.92 | 3.33 | 5.27 | 13.29% | -20.86% | -37.42% | -49.36% | -1.98% | 2024-12-30 | 68.23 | -23.44 | 8.03 | 0.00% | 0.87% |
| 60 | 688636 | 智明达 | 19.00 | 2.26% | 0.00 | 0.00 | 0.00 | 0.00 | 9.03% | -47.80% | -49.67% | -56.00% | -35.06% | 2024-12-30 | 33.04 | 32.33 | 8.02 | 0.53% | 0.42% |
| 61 | 301682 | 宏明电子 | 130.05 | 4.06% | 49.18 | 81.97 | — | — | 5.47% | -7.62% | -1.53% | — | 1.09% | 2026-03-25 | 33.41 | 49.60 | 40.26 | 0.65% | 0.43% |
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。