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2026-10-2116:15后自动更新
本期观察
截至2026-10-21，家电零部件Ⅱ官方综合位次为第67/128位（Rank 48.91）， 加权综合位次为第102/128位（Rank 26.88）。官方20R为17.97 （20日收益-10.70%）；有效成分股为30/34只， 最大单股权重为10.00%。
官方20R、60R、120R分别为17.97、61.72和51.56。 相对上证指数的20日超额收益为-5.02%，自基准日以来收益为40.01%。
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102位，20日相对强度为25.00， 20日相对上证指数收益为-2.88%。官方指数与加权口径的位次差为35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 5532 只股票使用腾讯备援，流通市值快照有 9 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 2026-10-21。
| 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 | 301008 | 宏昌科技 | 40.93 | 1.82% | 75.76 | 93.94 | 87.88 | 87.88 | -2.48% | 5.65% | 52.43% | 31.46% | 110.33% | 2024-12-30 | 47.33 | 16,394,106.00 | 11.86 | 0.07% | 2.81% |
| 2 | 603578 | 三星新材 | 14.94 | -1.58% | 90.91 | 90.91 | 81.82 | 87.27 | 6.87% | 11.55% | 44.07% | 20.90% | 19.42% | 2024-12-30 | 26.95 | 8,943,372.00 | 5.91 | 0.00% | 1.60% |
| 3 | 603657 | 春光科技 | 30.99 | -5.35% | 42.42 | 96.97 | 84.85 | 81.21 | 1.47% | -1.00% | 59.64% | 27.32% | 83.05% | 2024-12-30 | 41.90 | 34,117,935.00 | 16.93 | 0.00% | 2.49% |
| 4 | 601956 | 东贝集团 | 5.16 | -2.64% | 93.94 | 81.82 | 66.67 | 78.18 | 1.83% | 13.47% | 20.13% | -5.97% | 3.20% | 2024-12-30 | 32.08 | 4,856,205.00 | 86.00 | 1.91% | 1.91% |
| 5 | 603677 | 奇精机械 | 14.69 | 4.26% | 96.97 | 57.58 | 75.76 | 72.73 | 6.74% | 15.54% | 12.57% | 4.05% | 6.60% | 2024-12-30 | 28.29 | 10,893,467.00 | 3.78 | 1.36% | 1.68% |
| 6 | 920699 | 海达尔 | 53.99 | 0.97% | 0.00 | 75.76 | 96.97 | 69.09 | -18.10% | -35.83% | 18.52% | 60.68% | 100.11% | 2024-12-30 | 15.78 | 4,432,680.00 | 145.92 | 0.00% | 0.94% |
| 7 | 002860 | 星帅尔 | 17.15 | -0.92% | 48.48 | 48.48 | 93.94 | 66.67 | -13.79% | 1.19% | 7.23% | 48.67% | 73.06% | 2024-12-30 | 59.33 | 32,003,616.00 | 3.97 | 0.58% | 3.53% |
| 8 | 603519 | 立霸股份 | 15.29 | -1.23% | 87.88 | 42.42 | 78.79 | 66.06 | -7.00% | 9.51% | 0.44% | 17.10% | 26.68% | 2024-12-30 | 40.72 | -20,913,577.00 | 3.99 | 6.48% | 2.42% |
| 9 | 003028 | 振邦智能 | 22.74 | -0.92% | 72.73 | 69.70 | 57.58 | 65.45 | 0.91% | 5.30% | 14.57% | -11.02% | -39.02% | 2024-12-30 | 16.08 | -2,937,326.00 | 11.91 | 1.32% | 0.96% |
| 10 | 603311 | 金海高科 | 23.60 | 0.73% | 45.45 | 33.33 | 90.91 | 58.79 | 2.12% | 0.68% | -0.58% | 34.31% | 135.29% | 2024-12-30 | 55.67 | -11,827,241.00 | 14.13 | 0.50% | 3.31% |
| 11 | 300543 | 朗科智能 | 7.36 | -1.34% | 69.70 | 63.64 | 45.45 | 57.58 | -0.17% | 5.01% | 13.28% | -15.85% | -35.21% | 2024-12-30 | 18.41 | -803,436.00 | 4.52 | 0.41% | 1.09% |
| 12 | 002676 | 顺威股份 | 5.07 | -2.50% | 66.67 | 60.61 | 48.48 | 56.97 | -1.99% | 3.91% | 12.95% | -15.76% | -16.75% | 2024-12-30 | 36.50 | -25,118,575.00 | 2.07 | 0.18% | 2.17% |
| 13 | 300160 | 秀强股份 | 4.26 | -0.47% | 63.64 | 45.45 | 60.61 | 55.15 | -1.52% | 2.53% | 7.06% | -10.50% | -23.93% | 2024-12-30 | 32.50 | -6,423,396.00 | 3.41 | 1.76% | 1.93% |
| 14 | 301135 | 瑞德智能 | 16.71 | -2.34% | 78.79 | 78.79 | 9.09 | 50.91 | -0.27% | 5.74% | 19.40% | -31.61% | -30.66% | 2024-12-30 | 16.84 | 3,683,542.00 | 12.20 | 1.35% | 1.00% |
| 15 | 301252 | 同星科技 | 29.99 | -0.10% | 9.09 | 66.67 | 54.55 | 50.30 | -3.66% | -9.78% | 13.73% | -11.63% | -20.03% | 2024-12-30 | 40.70 | 3,109,092.00 | 21.42 | 0.40% | 2.42% |
| 16 | 002011 | 盾安环境 | 10.92 | 0.55% | 3.03 | 51.52 | 72.73 | 50.30 | -4.50% | -11.57% | 10.98% | -0.69% | -0.91% | 2024-12-30 | 115.92 | -1,389,652.00 | 6.50 | 0.92% | 6.89% |
| 17 | 603112 | 华翔股份 | 15.24 | -2.31% | 36.36 | 72.73 | 27.27 | 47.27 | 0.34% | -4.39% | 15.16% | -21.37% | 19.25% | 2024-12-30 | 81.47 | -4,377,522.00 | 8.37 | 2.77% | 4.84% |
| 18 | 000404 | 长虹华意 | 6.69 | -0.45% | 60.61 | 15.15 | 63.64 | 43.64 | -2.16% | 2.30% | -9.09% | -7.73% | -11.62% | 2024-12-30 | 46.36 | -6,883,904.00 | 6.14 | 4.79% | 2.76% |
| 19 | 002418 | 康盛股份 | 4.00 | 0.25% | 15.15 | 87.88 | 12.12 | 43.03 | -2.87% | -6.60% | 30.10% | -31.08% | 61.94% | 2024-12-30 | 45.46 | -26,921,744.00 | 1.29 | 0.00% | 2.70% |
| 20 | 001268 | 联合精密 | 21.86 | -1.93% | 30.30 | 84.85 | 6.06 | 42.42 | -0.45% | -5.27% | 22.14% | -32.19% | 22.12% | 2024-12-30 | 20.62 | -5,846,888.00 | 136.62 | 0.97% | 1.23% |
| 21 | 603726 | 朗迪集团 | 20.99 | -1.32% | 18.18 | 24.24 | 69.70 | 41.21 | -2.67% | -6.58% | -5.10% | -2.42% | 31.35% | 2024-12-30 | 38.94 | -635,402.00 | 8.26 | 2.62% | 2.31% |
| 22 | 300403 | 汉宇集团 | 8.58 | 0.35% | 54.55 | 39.39 | 30.30 | 38.79 | 6.59% | 1.41% | -0.11% | -19.98% | -16.13% | 2024-12-30 | 37.59 | 1,648,464.00 | 3.61 | 2.21% | 2.23% |
| 23 | 300217 | 东方电热 | 3.93 | 0.26% | 57.58 | 30.30 | 36.36 | 38.18 | 0.68% | 1.43% | -1.16% | -17.91% | -15.30% | 2024-12-30 | 48.79 | -4,612,454.00 | 2.87 | 0.41% | 2.90% |
| 24 | 920768 | 拾比佰 | 6.94 | 1.17% | 81.82 | 6.06 | 42.42 | 35.76 | 1.58% | 6.27% | -15.39% | -16.28% | 36.35% | 2024-12-30 | 7.45 | -903,032.00 | 4.66 | 0.00% | 0.44% |
| 25 | 300279 | 和晶科技 | 5.32 | -0.93% | 27.27 | 54.55 | 15.15 | 33.33 | 0.88% | -5.46% | 11.39% | -30.85% | -16.48% | 2024-12-30 | 25.93 | -6,846,418.00 | 2.15 | 0.00% | 1.54% |
| 26 | 002050 | 三花智控 | 32.93 | -0.30% | 51.52 | 12.12 | 33.33 | 28.48 | 6.68% | 1.34% | -9.65% | -18.98% | 36.13% | 2024-12-30 | 1,215.46 | 112,412,309.00 | 67.20 | 1.21% | 10.00% |
| 27 | 600619 | 海立股份 | 11.82 | -1.42% | 33.33 | 27.27 | 24.24 | 27.27 | -2.15% | -5.16% | -2.20% | -23.11% | 2.52% | 2024-12-30 | 93.28 | -47,689,196.00 | 5.77 | 0.24% | 5.55% |
| 28 | 301280 | 珠城科技 | 37.62 | -0.34% | 21.21 | 36.36 | 18.18 | 26.06 | -1.00% | -6.51% | -0.43% | -30.61% | -14.21% | 2024-12-30 | 37.41 | -1,027,070.00 | 9.95 | 1.36% | 2.22% |
| 29 | 920718 | 合肥高科 | 9.62 | 0.73% | 84.85 | 0.00 | 21.21 | 25.45 | 0.61% | 7.13% | -25.40% | -26.16% | -20.43% | 2024-12-30 | 4.47 | 448,062.00 | 6.33 | 0.00% | 0.27% |
| 30 | 002290 | 禾盛新材 | 52.71 | -1.48% | 6.06 | 21.21 | 39.39 | 25.45 | -8.78% | -10.90% | -7.60% | -16.52% | 208.97% | 2024-12-30 | 130.37 | -97,382,379.00 | 4.24 | 0.40% | 7.75% |
| 31 | 603075 | 热威股份 | 17.80 | -1.60% | 12.12 | 3.03 | 51.52 | 24.24 | -2.50% | -6.82% | -16.73% | -14.68% | -6.90% | 2024-12-30 | 7.55 | -7,434,825.00 | 5.09 | 3.93% | 0.45% |
| 32 | 002402 | 和而泰 | 17.00 | -0.29% | 39.39 | 9.09 | 3.03 | 12.73 | 2.57% | -4.24% | -13.44% | -37.84% | -10.85% | 2024-12-30 | 139.14 | -69,915,509.00 | 7.83 | 1.17% | 8.27% |
| 33 | 300342 | 天银机电 | 28.15 | 1.19% | 24.24 | 18.18 | 0.00 | 12.12 | 2.30% | -5.75% | -8.50% | -47.90% | 65.20% | 2024-12-30 | 118.33 | -19,456,005.00 | 3.70 | 0.07% | 7.03% |
| 34 | 920108 | 宏海科技 | 7.93 | -1.12% | — | — | — | — | -9.86% | — | — | — | -11.30% | 2026-08-04 | 5.79 | 107,173.00 | 2.77 | 0.00% | 0.34% |
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。