EASTMONEY L2 INDUSTRY
家电零部件Ⅱ（BK1242）动量观察
所属东方财富一级行业：家用电器。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，家电零部件Ⅱ官方综合位次为第59/128位（Rank 49.84）， 加权综合位次为第121/128位（Rank 20.94）。官方20R为19.53 （20日收益-2.21%）；有效成分股为34/34只， 最大单股权重为10.00%。
官方20R、60R、120R分别为19.53、46.88和67.97。 相对上证指数的20日超额收益为0.12%，自基准日以来收益为43.72%。
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121位，20日相对强度为18.75， 20日相对上证指数收益为-4.03%。官方指数与加权口径的位次差为62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34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 | 002860 | 星帅尔 | 16.70 | -0.24% | 84.85 | 90.91 | 87.88 | 88.48 | -14.91% | 8.56% | 27.34% | 18.49% | 65.18% | 2024-12-30 | 57.44 | 29.47 | 6.37 | 0.60% | 3.18% |
| 2 | 603311 | 金海高科 | 28.16 | 3.34% | 39.39 | 93.94 | 93.94 | 83.03 | 10.98% | -0.97% | 51.43% | 83.11% | 187.64% | 2024-12-30 | 66.42 | 84.63 | 5.60 | 0.42% | 3.68% |
| 3 | 603519 | 立霸股份 | 15.66 | -1.14% | 51.52 | 87.88 | 90.91 | 81.82 | 5.37% | 4.02% | 16.12% | 22.58% | 29.74% | 2024-12-30 | 41.71 | 26.63 | 3.75 | 6.32% | 2.31% |
| 4 | 920699 | 海达尔 | 71.19 | 6.10% | 3.03 | 96.97 | 96.97 | 78.18 | 11.20% | -23.64% | 79.47% | 105.42% | 163.86% | 2024-12-30 | 20.81 | 71.71 | 5.23 | 0.00% | 1.15% |
| 5 | 301008 | 宏昌科技 | 33.80 | 0.66% | 57.58 | 84.85 | 72.73 | 74.55 | 5.83% | 4.10% | 15.17% | -1.85% | 73.69% | 2024-12-30 | 39.09 | 134.81 | 11.50 | 0.08% | 2.17% |
| 6 | 300217 | 东方电热 | 4.68 | 1.08% | 93.94 | 72.73 | 60.61 | 72.12 | 4.10% | 15.65% | -6.47% | -13.38% | 0.86% | 2024-12-30 | 58.10 | 44.39 | 2.85 | 0.34% | 3.22% |
| 7 | 000404 | 长虹华意 | 7.78 | 0.13% | 27.27 | 81.82 | 84.85 | 72.12 | -0.79% | -3.94% | 1.15% | 16.44% | 2.77% | 2024-12-30 | 53.89 | 10.94 | 6.03 | 4.12% | 2.99% |
| 8 | 002011 | 盾安环境 | 10.55 | 0.29% | 48.48 | 75.76 | 63.64 | 65.45 | -1.02% | 3.38% | -6.39% | -10.06% | -4.26% | 2024-12-30 | 111.99 | 10.52 | 6.36 | 0.00% | 6.21% |
| 9 | 603657 | 春光科技 | 26.14 | 10.02% | 96.97 | 42.42 | 69.70 | 64.24 | 22.58% | 17.79% | -13.41% | -2.91% | 54.40% | 2024-12-30 | 35.34 | -337.91 | 6.45 | 0.00% | 1.96% |
| 10 | 603726 | 朗迪集团 | 23.52 | 4.95% | 9.09 | 78.79 | 75.76 | 63.64 | 3.32% | -20.43% | -6.37% | -1.53% | 47.18% | 2024-12-30 | 43.42 | 24.61 | 7.51 | 2.34% | 2.41% |
| 11 | 603677 | 奇精机械 | 13.27 | 0.30% | 81.82 | 60.61 | 42.42 | 57.58 | 3.27% | 8.32% | -8.30% | -20.54% | -0.45% | 2024-12-30 | 25.56 | 52.99 | 5.85 | 1.51% | 1.42% |
| 12 | 600619 | 海立股份 | 14.46 | 3.06% | 87.88 | 48.48 | 48.48 | 56.36 | 6.44% | 9.44% | -12.58% | -18.23% | 25.41% | 2024-12-30 | 114.11 | 216.10 | 5.72 | 0.19% | 6.32% |
| 13 | 300160 | 秀强股份 | 4.34 | -0.46% | 63.64 | 66.67 | 36.36 | 53.94 | 0.81% | 4.93% | -7.92% | -21.91% | -22.50% | 2024-12-30 | 33.08 | 17.37 | 3.39 | 1.73% | 1.83% |
| 14 | 603578 | 三星新材 | 11.85 | 2.16% | 36.36 | 54.55 | 54.55 | 50.91 | 1.83% | -1.41% | -12.17% | -16.08% | -5.28% | 2024-12-30 | 21.37 | -16.35 | 6.05 | 0.00% | 1.18% |
| 15 | 301252 | 同星科技 | 30.80 | 2.70% | 21.21 | 24.24 | 81.82 | 46.67 | 11.72% | -10.67% | -22.17% | 4.17% | -17.87% | 2024-12-30 | 41.80 | 48.00 | 7.88 | 0.39% | 2.32% |
| 16 | 601956 | 东贝集团 | 4.88 | -1.61% | 66.67 | 57.58 | 24.24 | 46.06 | 3.19% | 5.07% | -9.03% | -27.47% | -2.40% | 2024-12-30 | 30.33 | 39.92 | 3.87 | 2.02% | 1.68% |
| 17 | 300403 | 汉宇集团 | 9.71 | 1.57% | 42.42 | 63.64 | 30.30 | 46.06 | 7.07% | 2.33% | -8.17% | -24.78% | -5.08% | 2024-12-30 | 41.47 | 24.80 | 3.64 | 1.34% | 2.30% |
| 18 | 300543 | 朗科智能 | 7.59 | -0.26% | 90.91 | 45.45 | 21.21 | 44.85 | 6.20% | 11.38% | -13.21% | -27.94% | -33.19% | 2024-12-30 | 18.99 | 252.53 | 4.60 | 0.40% | 1.05% |
| 19 | 003028 | 振邦智能 | 22.49 | 1.31% | 45.45 | 51.52 | 33.33 | 43.03 | 4.78% | 3.09% | -12.47% | -22.16% | -19.65% | 2024-12-30 | 15.90 | 44.15 | 11.90 | 1.56% | 0.88% |
| 20 | 920768 | 拾比佰 | 6.99 | 0.87% | 54.55 | 39.39 | 39.39 | 42.42 | 6.90% | 4.07% | -13.84% | -20.75% | 37.33% | 2024-12-30 | 7.51 | 20.10 | 4.54 | 0.00% | 0.42% |
| 21 | 301280 | 珠城科技 | 39.47 | 4.61% | 12.12 | 69.70 | 27.27 | 41.21 | 3.39% | -12.97% | -7.67% | -26.69% | -9.99% | 2024-12-30 | 39.25 | 36.17 | 10.17 | 0.36% | 2.18% |
| 22 | 603112 | 华翔股份 | 15.22 | 3.61% | 33.33 | 18.18 | 66.67 | 40.61 | 7.10% | -1.95% | -23.56% | -7.27% | 19.09% | 2024-12-30 | 81.37 | 14.73 | 8.18 | 2.77% | 4.51% |
| 23 | 002050 | 三花智控 | 39.41 | 1.73% | 30.30 | 36.36 | 45.45 | 38.79 | 8.11% | -3.86% | -14.63% | -20.04% | 62.92% | 2024-12-30 | 1,454.64 | 40.82 | 7.48 | 1.01% | 10.00% |
| 24 | 603075 | 热威股份 | 18.95 | 0.26% | 18.18 | 30.30 | 57.58 | 38.79 | 2.02% | -12.43% | -15.74% | -15.69% | -0.89% | 2024-12-30 | 8.03 | 23.60 | 4.86 | 3.69% | 0.45% |
| 25 | 002418 | 康盛股份 | 3.69 | 2.22% | 72.73 | 6.06 | 51.52 | 37.58 | 6.91% | 6.57% | -32.80% | -16.50% | 49.39% | 2024-12-30 | 41.93 | 167.22 | 1.28 | 0.00% | 2.32% |
| 26 | 920718 | 合肥高科 | 9.81 | 1.13% | 78.79 | 33.33 | 18.18 | 36.36 | -1.71% | 7.25% | -15.21% | -30.51% | -18.86% | 2024-12-30 | 4.56 | 22.80 | 6.33 | 0.00% | 0.25% |
| 27 | 002290 | 禾盛新材 | 56.35 | 3.78% | 0.00 | 12.12 | 78.79 | 36.36 | 4.02% | -25.64% | -29.42% | 0.50% | 230.30% | 2024-12-30 | 139.37 | 85.58 | 4.24 | 0.37% | 7.72% |
| 28 | 300279 | 和晶科技 | 5.62 | 1.26% | 69.70 | 27.27 | 15.15 | 30.91 | 4.93% | 5.26% | -18.37% | -31.04% | -11.77% | 2024-12-30 | 27.37 | 42.48 | 2.14 | 0.00% | 1.52% |
| 29 | 002676 | 顺威股份 | 5.04 | -0.20% | 60.61 | 21.21 | 9.09 | 24.24 | 3.04% | 4.35% | -22.60% | -33.20% | -17.24% | 2024-12-30 | 36.29 | 45.52 | 1.86 | 0.20% | 2.01% |
| 30 | 301135 | 瑞德智能 | 16.30 | -0.49% | 75.76 | 9.09 | 3.03 | 20.00 | 7.94% | 6.61% | -32.47% | -42.18% | -32.37% | 2024-12-30 | 16.46 | 77.64 | 8.91 | 1.39% | 0.91% |
| 31 | 002402 | 和而泰 | 21.65 | 3.69% | 24.24 | 15.15 | 6.06 | 13.33 | 6.78% | -5.97% | -25.90% | -37.23% | 13.53% | 2024-12-30 | 177.20 | 30.13 | 7.27 | 0.92% | 9.82% |
| 32 | 300342 | 天银机电 | 35.45 | 3.72% | 15.15 | 3.03 | 12.12 | 9.09 | 12.87% | -12.50% | -34.92% | -32.19% | 109.08% | 2024-12-30 | 148.46 | 1,177.94 | 3.67 | 0.06% | 8.23% |
| 33 | 001268 | 联合精密 | 19.62 | 2.45% | 6.06 | 0.00 | 0.00 | 1.21 | 12.43% | -22.01% | -44.99% | -43.17% | 9.61% | 2024-12-30 | 18.51 | 55.87 | 6.54 | 1.08% | 1.03% |
| 34 | 920108 | 宏海科技 | 9.10 | 1.79% | — | — | — | — | — | — | — | — | 1.79% | 2026-08-04 | 6.64 | 85.15 | 2.77 | 0.00% | 0.37% |
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。