EASTMONEY L2 INDUSTRY
基础建设（BK1247）动量观察
所属东方财富一级行业：建筑装饰。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，基础建设官方综合位次为第67/128位（Rank 47.19）， 加权综合位次为第35/128位（Rank 60.16）。官方20R为45.31 （20日收益3.22%）；有效成分股为44/44只， 最大单股权重为10.00%。
官方20R、60R、120R分别为45.31、41.41和53.91。 相对上证指数的20日超额收益为5.55%，自基准日以来收益为18.11%。
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35位，20日相对强度为58.59， 20日相对上证指数收益为6.75%。官方指数与加权口径的位次差为32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44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 | 002775 | 文科股份 | 3.85 | 0.00% | 95.35 | 93.02 | 74.42 | 86.05 | -0.78% | 20.07% | 6.95% | -5.39% | 10.00% | 2024-12-30 | 22.36 | -8.58 | — | 0.00% | 0.45% |
| 2 | 300197 | 节能铁汉 | 1.89 | 0.00% | 44.19 | 97.67 | 88.37 | 83.26 | 3.70% | 5.61% | 20.47% | 13.27% | -21.90% | 2024-12-30 | 56.04 | -2.70 | — | 0.00% | 1.12% |
| 3 | 002200 | 交投生态 | 6.93 | -0.43% | 83.72 | 67.44 | 83.72 | 77.21 | 4.98% | 11.29% | -4.08% | 8.71% | 15.31% | 2024-12-30 | 13.56 | -125.69 | 2.89 | 0.00% | 0.27% |
| 4 | 300649 | 杭州园林 | 20.29 | 0.10% | 0.00 | 90.70 | 97.67 | 75.35 | 4.43% | -25.41% | 4.92% | 39.47% | 86.32% | 2024-12-30 | 21.53 | -64.42 | 3.28 | 0.25% | 0.43% |
| 5 | 600528 | 中铁工业 | 7.25 | -1.36% | 65.12 | 83.72 | 72.09 | 75.35 | -1.17% | 8.48% | 0.10% | -7.15% | -12.01% | 2024-12-30 | 161.06 | 11.78 | 11.51 | 1.43% | 3.23% |
| 6 | 002060 | 广东建工 | 3.40 | 0.59% | 74.42 | 72.09 | 76.74 | 74.42 | 2.04% | 9.58% | -2.32% | -3.70% | -9.09% | 2024-12-30 | 53.14 | 11.51 | 3.74 | 4.12% | 1.07% |
| 7 | 601611 | 中国核建 | 12.70 | 4.79% | 97.67 | 88.37 | 41.86 | 71.63 | 19.42% | 29.07% | 0.74% | -15.37% | 36.12% | 2024-12-30 | 382.76 | 29.02 | 7.43 | 0.47% | 7.68% |
| 8 | 600039 | 四川路桥 | 8.61 | -1.03% | 16.28 | 95.35 | 69.77 | 69.30 | -3.80% | 0.95% | 15.60% | -7.31% | 17.30% | 2024-12-30 | 748.69 | 10.26 | 5.63 | 5.71% | 10.00% |
| 9 | 002061 | 浙江交科 | 3.58 | -1.65% | 32.56 | 86.05 | 67.44 | 67.91 | -2.68% | 3.17% | 0.48% | -7.39% | -14.35% | 2024-12-30 | 93.05 | 9.81 | 5.97 | 3.11% | 1.87% |
| 10 | 605303 | 园林股份 | 21.21 | 0.62% | 20.93 | 62.79 | 93.02 | 66.51 | 12.85% | 1.77% | -7.08% | 26.41% | 174.74% | 2024-12-30 | 34.20 | -20.14 | 5.25 | 0.00% | 0.69% |
| 11 | 600502 | 安徽建工 | 4.64 | -1.28% | 46.51 | 58.14 | 79.07 | 64.19 | -3.62% | 5.90% | -8.12% | 2.54% | -5.31% | 2024-12-30 | 79.65 | 5.22 | 6.93 | 5.82% | 1.60% |
| 12 | 300948 | 冠中生态 | 20.19 | 15.44% | 6.98 | 74.42 | 81.40 | 63.72 | 23.71% | -12.70% | -1.61% | 5.35% | 107.93% | 2024-12-30 | 31.33 | -64.88 | 6.04 | 0.00% | 0.63% |
| 13 | 600820 | XD隧道股 | 5.47 | -2.15% | 37.21 | 81.40 | 58.14 | 63.26 | -3.97% | 3.81% | 0.06% | -12.59% | -24.86% | 2024-12-30 | 171.98 | 7.77 | 10.13 | 3.66% | 3.45% |
| 14 | 601186 | 中国铁建 | 6.21 | -0.64% | 34.88 | 79.07 | 60.47 | 62.79 | -3.20% | 3.47% | -0.16% | -8.74% | -33.58% | 2024-12-30 | 714.35 | 4.59 | 20.03 | 4.83% | 10.00% |
| 15 | 603843 | *ST正平 | 6.97 | 2.35% | 81.40 | 18.60 | 95.35 | 61.86 | 1.20% | 11.23% | -19.50% | 27.80% | 80.10% | 2024-12-30 | 48.76 | -34.42 | 0.04 | 0.00% | 0.98% |
| 16 | 601868 | 中国能建 | 2.62 | -0.38% | 53.49 | 34.88 | 90.70 | 60.93 | 1.04% | 6.71% | -13.11% | 13.82% | 12.45% | 2024-12-30 | 849.63 | 19.85 | 2.70 | 0.94% | 10.00% |
| 17 | 000498 | 山东路桥 | 5.06 | -0.78% | 39.53 | 76.74 | 53.49 | 60.00 | -0.10% | 4.76% | -0.36% | -13.73% | -16.91% | 2024-12-30 | 73.34 | 3.53 | 10.54 | 4.36% | 1.47% |
| 18 | 601390 | XD中国中 | 4.49 | -0.66% | 62.79 | 65.12 | 51.16 | 59.07 | -3.70% | 8.47% | -4.50% | -13.86% | -31.13% | 2024-12-30 | 912.54 | 4.81 | 12.83 | 3.75% | 10.00% |
| 19 | 600512 | 腾达建设 | 2.02 | -0.98% | 58.14 | 60.47 | 55.81 | 58.14 | -0.30% | 7.54% | -7.15% | -13.23% | -16.87% | 2024-12-30 | 32.07 | 104.33 | 3.88 | 0.50% | 0.64% |
| 20 | 601669 | 中国电建 | 4.85 | -0.82% | 41.86 | 55.81 | 62.79 | 55.81 | -0.68% | 4.87% | -10.51% | -8.58% | -12.77% | 2024-12-30 | 633.97 | 8.35 | 8.51 | 2.18% | 10.00% |
| 21 | 002062 | 宏润建设 | 7.95 | 1.40% | 86.05 | 48.84 | 46.51 | 55.35 | 4.84% | 11.68% | -10.99% | -14.64% | 52.88% | 2024-12-30 | 89.41 | 35.17 | 3.92 | 1.23% | 1.79% |
| 22 | 301098 | 金埔园林 | 8.37 | 5.55% | 23.26 | 53.49 | 65.12 | 52.09 | 17.08% | 2.21% | -10.76% | -7.52% | 2.95% | 2024-12-30 | 16.15 | -8.06 | 4.57 | 0.00% | 0.32% |
| 23 | 601800 | 中国交建 | 6.14 | -0.97% | 51.16 | 69.77 | 32.56 | 51.16 | -2.75% | 6.22% | -2.91% | -19.45% | -42.78% | 2024-12-30 | 719.78 | 6.75 | 18.06 | 3.19% | 10.00% |
| 24 | 002628 | 成都路桥 | 4.62 | 1.32% | 9.30 | 30.23 | 86.05 | 48.37 | 0.68% | -9.00% | -13.45% | 9.42% | 1.54% | 2024-12-30 | 34.82 | -44.50 | 3.73 | 0.00% | 0.70% |
| 25 | 603176 | 汇通集团 | 4.53 | 0.89% | 72.09 | 46.51 | 37.21 | 47.91 | 6.81% | 8.92% | -12.34% | -16.77% | 2.44% | 2024-12-30 | 20.92 | 54.53 | 2.23 | 0.33% | 0.42% |
| 26 | 300355 | 蒙草生态 | 2.96 | -0.67% | 79.07 | 51.16 | 25.58 | 46.51 | 0.76% | 11.15% | -10.93% | -21.53% | -44.63% | 2024-12-30 | 40.44 | 233.77 | 2.62 | 0.00% | 0.81% |
| 27 | 002941 | 新疆交建 | 10.93 | -0.64% | 93.02 | 44.19 | 18.60 | 43.72 | 3.49% | 16.90% | -12.54% | -27.75% | -4.96% | 2024-12-30 | 79.76 | 16.88 | 6.21 | 1.83% | 1.60% |
| 28 | 600853 | 龙建股份 | 3.23 | -1.22% | 55.81 | 41.86 | 27.91 | 39.07 | 0.59% | 6.86% | -12.86% | -20.92% | -20.44% | 2024-12-30 | 32.74 | 8.42 | 4.19 | 1.21% | 0.66% |
| 29 | 300374 | 中铁装配 | 10.99 | -0.36% | 88.37 | 37.21 | 16.28 | 39.07 | 0.64% | 12.34% | -12.96% | -27.84% | -41.51% | 2024-12-30 | 27.02 | -22.36 | 2.88 | 0.00% | 0.54% |
| 30 | 002663 | 普邦股份 | 1.61 | 0.00% | 90.70 | 9.30 | 39.53 | 37.67 | 3.24% | 14.13% | -25.77% | -15.64% | -20.69% | 2024-12-30 | 27.48 | -5.97 | 1.12 | 0.00% | 0.55% |
| 31 | 603955 | 大千生态 | 20.51 | 3.17% | 69.77 | 27.91 | 20.93 | 33.49 | 5.69% | 8.76% | -13.65% | -24.79% | 10.86% | 2024-12-30 | 27.84 | -22.70 | 10.52 | 0.00% | 0.56% |
| 32 | 603717 | 天域生物 | 5.90 | 1.20% | 11.63 | 32.56 | 34.88 | 29.30 | 8.56% | -3.87% | -13.36% | -18.12% | -28.92% | 2024-12-30 | 17.12 | -16.01 | 1.32 | 0.00% | 0.34% |
| 33 | 603815 | 交建股份 | 5.57 | 1.09% | 2.33 | 20.93 | 48.84 | 28.37 | 6.02% | -13.79% | -17.06% | -14.15% | -2.38% | 2024-12-30 | 34.47 | -4.40 | 2.54 | 0.00% | 0.69% |
| 34 | 002717 | *ST岭南 | 1.06 | 0.00% | 27.91 | 39.53 | 13.95 | 26.98 | 3.65% | 2.33% | -12.92% | -28.68% | -69.89% | 2024-12-30 | 18.22 | -0.83 | — | 0.00% | 0.37% |
| 35 | 001396 | 誉帆科技 | 34.70 | 0.49% | 18.60 | 11.63 | 44.19 | 26.05 | 7.78% | 1.33% | -25.54% | -15.17% | -30.61% | 2025-12-30 | 7.88 | 29.67 | 13.19 | 0.54% | 0.16% |
| 36 | 600284 | 浦东建设 | 5.18 | -1.15% | 76.74 | 13.95 | 11.63 | 25.58 | 0.86% | 10.24% | -23.96% | -29.78% | -19.06% | 2024-12-30 | 50.26 | 14.23 | 8.09 | 2.90% | 1.01% |
| 37 | 002586 | ST围海 | 3.59 | 2.87% | 13.95 | 25.58 | 30.23 | 25.12 | 0.39% | 0.15% | -14.82% | -19.93% | 37.55% | 2024-12-30 | 39.04 | 15.03 | 2.80 | 0.00% | 0.78% |
| 38 | 002307 | 北新路桥 | 3.10 | 0.00% | 60.47 | 16.28 | 9.30 | 22.33 | 2.03% | 7.77% | -20.43% | -33.47% | -18.85% | 2024-12-30 | 50.50 | -50.38 | 2.63 | 0.00% | 1.01% |
| 39 | 002431 | ST棕榈 | 1.37 | 1.48% | 48.84 | 23.26 | 6.98 | 21.86 | 2.48% | 6.12% | -15.49% | -41.41% | -35.68% | 2024-12-30 | 24.69 | -2.07 | 0.16 | 0.00% | 0.50% |
| 40 | 300982 | 苏文电能 | 15.30 | 0.20% | 27.91 | 4.65 | 23.26 | 16.74 | 2.56% | 2.33% | -26.92% | -23.88% | -20.48% | 2024-12-30 | 29.67 | -99.87 | 13.78 | 0.64% | 0.60% |
| 41 | 300949 | 奥雅股份 | 21.51 | -2.00% | 67.44 | 0.00 | 4.65 | 15.35 | 6.35% | 8.55% | -39.75% | -45.85% | -52.20% | 2024-12-30 | 10.70 | -14.58 | 6.48 | 0.00% | 0.21% |
| 42 | 603359 | *ST东珠 | 2.26 | -0.44% | 30.23 | 6.98 | 0.00 | 8.84 | 1.42% | 2.77% | -26.14% | -61.31% | -59.06% | 2024-12-30 | 10.08 | -0.93 | 3.14 | 0.00% | 0.20% |
| 43 | 000010 | *ST美丽 | 1.57 | -2.48% | 4.65 | 2.33 | 2.33 | 2.79 | 1.98% | -12.81% | -34.52% | -49.44% | -43.32% | 2024-12-30 | 14.41 | -52.22 | 0.26 | 0.00% | 0.29% |
| 44 | 920174 | 五新智能 | 27.82 | 3.15% | — | — | — | — | — | — | — | — | 3.15% | 2026-08-04 | 15.52 | 30.33 | 11.99 | 0.00% | 0.31% |
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。