EASTMONEY L2 INDUSTRY
环保设备Ⅱ（BK1234）动量观察
所属东方财富一级行业：环保。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，环保设备Ⅱ官方综合位次为第70/128位（Rank 46.72）， 加权综合位次为第74/128位（Rank 45.16）。官方20R为16.41 （20日收益-3.49%）；有效成分股为26/26只， 最大单股权重为10.00%。
官方20R、60R、120R分别为16.41、17.19和91.41。 相对上证指数的20日超额收益为-1.16%，自基准日以来收益为47.80%。
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74位，20日相对强度为13.28， 20日相对上证指数收益为-7.05%。官方指数与加权口径的位次差为4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26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 | 000820 | 神雾节能 | 4.12 | -3.29% | 96.00 | 96.00 | 76.00 | 88.00 | 40.28% | 45.88% | 15.27% | 11.67% | 21.89% | 2024-12-30 | 12.24 | -41.60 | 0.13 | 0.00% | 1.15% |
| 2 | 688309 | 恒誉环保 | 66.43 | 0.48% | 84.00 | 56.00 | 96.00 | 77.60 | -1.05% | 9.34% | -9.50% | 117.84% | 412.18% | 2024-12-30 | 52.75 | 157.76 | 10.07 | 0.26% | 4.93% |
| 3 | 600388 | 龙净环保 | 17.64 | 2.08% | 92.00 | 76.00 | 68.00 | 76.00 | -2.15% | 11.49% | -1.61% | 3.76% | 36.74% | 2024-12-30 | 224.04 | 20.14 | 8.44 | 2.15% | 10.00% |
| 4 | 300210 | 森远股份 | 9.12 | 1.22% | 88.00 | 84.00 | 48.00 | 70.40 | 4.50% | 10.26% | -1.19% | -1.90% | -14.12% | 2024-12-30 | 44.16 | -242.22 | 0.77 | 0.00% | 4.13% |
| 5 | 688671 | 碧兴物联 | 23.71 | 0.89% | 32.00 | 88.00 | 56.00 | 64.00 | 14.58% | -9.50% | 2.21% | 0.45% | 34.11% | 2024-12-30 | 11.11 | -21.79 | 12.75 | 0.00% | 1.04% |
| 6 | 603324 | 盛剑科技 | 26.24 | 5.89% | 0.00 | 92.00 | 64.00 | 62.40 | 2.33% | -35.59% | 9.56% | 2.09% | -2.60% | 2024-12-30 | 38.75 | -226.49 | 11.03 | 0.00% | 3.63% |
| 7 | 688376 | 美埃科技 | 66.90 | 8.01% | 4.00 | 68.00 | 72.00 | 56.80 | 1.38% | -25.74% | -4.92% | 6.25% | 93.35% | 2024-12-30 | 90.48 | 74.72 | 14.33 | 0.22% | 8.46% |
| 8 | 301288 | 清研环境 | 16.52 | 0.06% | 44.00 | 80.00 | 40.00 | 56.80 | 9.05% | 3.37% | -1.51% | -7.38% | 6.44% | 2024-12-30 | 12.90 | -80.14 | 7.25 | 0.00% | 1.21% |
| 9 | 000967 | 盈峰环境 | 9.47 | 4.18% | 48.00 | 20.00 | 88.00 | 52.80 | 24.79% | 3.61% | -23.65% | 39.17% | 85.69% | 2024-12-30 | 317.97 | 57.86 | 4.98 | 1.36% | 10.00% |
| 10 | 600526 | 菲达环保 | 4.42 | -0.45% | 80.00 | 60.00 | 32.00 | 52.80 | 0.77% | 7.82% | -8.16% | -17.94% | -3.70% | 2024-12-30 | 38.59 | 13.16 | 5.14 | 1.13% | 3.61% |
| 11 | 300786 | 国林科技 | 15.20 | 5.34% | 16.00 | 72.00 | 52.00 | 52.80 | 7.58% | -20.75% | -3.81% | -0.82% | 3.83% | 2024-12-30 | 22.25 | -143.96 | 6.08 | 0.00% | 2.08% |
| 12 | 000890 | 法尔胜 | 7.43 | 2.62% | 76.00 | 0.00 | 92.00 | 52.00 | 10.42% | 7.42% | -36.50% | 46.99% | 130.75% | 2024-12-30 | 31.17 | -46.06 | 0.05 | 0.00% | 2.92% |
| 13 | 600817 | 宇通重工 | 9.33 | 0.00% | 60.00 | 64.00 | 36.00 | 52.00 | 0.11% | 4.41% | -8.05% | -15.19% | -21.73% | 2024-12-30 | 49.40 | 16.04 | 4.49 | 5.36% | 4.62% |
| 14 | 002658 | 雪迪龙 | 7.34 | 0.41% | 64.00 | 52.00 | 28.00 | 44.80 | 0.92% | 4.56% | -10.38% | -18.65% | 11.21% | 2024-12-30 | 26.32 | 30.92 | 4.03 | 2.72% | 2.46% |
| 15 | 300137 | 先河环保 | 12.13 | 4.66% | 8.00 | 12.00 | 84.00 | 40.00 | 9.17% | -25.68% | -26.10% | 27.18% | 101.83% | 2024-12-30 | 64.29 | 501.68 | 3.02 | 0.25% | 6.01% |
| 16 | 301081 | 严牌股份 | 11.90 | 3.30% | 28.00 | 24.00 | 60.00 | 39.20 | 10.43% | -10.17% | -22.48% | 1.32% | 37.73% | 2024-12-30 | 26.71 | 160.21 | 4.76 | 0.42% | 2.50% |
| 17 | 002645 | 华宏科技 | 18.03 | 4.76% | 20.00 | 8.00 | 80.00 | 39.20 | 5.89% | -17.18% | -29.31% | 24.30% | 156.11% | 2024-12-30 | 122.64 | 66.46 | 5.58 | 0.46% | 10.00% |
| 18 | 688501 | 青达环保 | 18.85 | 2.67% | 72.00 | 48.00 | 12.00 | 38.40 | 9.97% | 6.93% | -12.49% | -24.91% | 31.54% | 2024-12-30 | 23.42 | 13.39 | 9.24 | 0.00% | 2.19% |
| 19 | 000551 | 创元科技 | 13.53 | 2.97% | 12.00 | 40.00 | 44.00 | 36.00 | 3.82% | -20.88% | -12.81% | -4.66% | 10.45% | 2024-12-30 | 65.56 | 22.23 | 6.24 | 0.44% | 6.13% |
| 20 | 300800 | 力合科技 | 9.50 | 0.00% | 56.00 | 32.00 | 24.00 | 33.60 | 4.25% | 4.04% | -17.10% | -20.95% | -11.96% | 2024-12-30 | 22.26 | 52.83 | 8.64 | 1.03% | 2.08% |
| 21 | 603282 | 亚光股份 | 14.47 | -1.50% | 68.00 | 44.00 | 4.00 | 32.80 | 4.47% | 6.43% | -12.65% | -27.12% | -2.56% | 2024-12-30 | 19.36 | 20.19 | 9.58 | 1.57% | 1.81% |
| 22 | 300631 | 久吾高科 | 21.26 | 1.33% | 36.00 | 28.00 | 20.00 | 26.40 | 6.40% | -2.72% | -20.99% | -21.50% | -2.61% | 2024-12-30 | 25.85 | 36.08 | 10.58 | 1.18% | 2.42% |
| 23 | 301030 | *ST仕净 | 8.78 | 0.46% | 40.00 | 36.00 | 8.00 | 25.60 | 4.73% | 0.43% | -15.88% | -25.22% | -64.60% | 2024-12-30 | 17.74 | -1.32 | — | 0.00% | 1.66% |
| 24 | 603126 | 中材节能 | 6.02 | -0.99% | 52.00 | 16.00 | 16.00 | 23.20 | 1.43% | 3.68% | -25.21% | -21.66% | -26.41% | 2024-12-30 | 36.75 | 268.01 | 3.34 | 0.17% | 3.44% |
| 25 | 001336 | 楚环科技 | 17.46 | -0.11% | 24.00 | 4.00 | 0.00 | 6.40 | 6.34% | -16.50% | -33.77% | -31.27% | -3.38% | 2024-12-30 | 11.23 | 47.34 | 7.76 | 0.66% | 1.05% |
| 26 | 920145 | 恒合股份 | 10.12 | 3.69% | — | — | — | — | — | — | — | — | 3.69% | 2026-08-04 | 4.94 | -70.18 | 3.65 | 0.00% | 0.46% |
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。