EASTMONEY L2 INDUSTRY
造纸（BK1267）动量观察
所属东方财富一级行业：轻工制造。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，造纸官方综合位次为第61/128位（Rank 48.59）， 加权综合位次为第71/128位（Rank 45.62）。官方20R为39.84 （20日收益2.56%）；有效成分股为24/24只， 最大单股权重为10.00%。
官方20R、60R、120R分别为39.84、51.56和50.00。 相对上证指数的20日超额收益为4.88%，自基准日以来收益为5.49%。
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71位，20日相对强度为40.62， 20日相对上证指数收益为4.64%。官方指数与加权口径的位次差为10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24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 | 605007 | 五洲特纸 | 16.10 | 2.48% | 50.00 | 95.83 | 95.65 | 86.59 | 2.77% | 6.27% | 13.83% | 22.26% | 23.28% | 2024-12-30 | 76.41 | 31.29 | 7.39 | 0.99% | 6.30% |
| 2 | 002078 | 太阳纸业 | 14.11 | -0.56% | 91.67 | 91.67 | 69.57 | 82.83 | -4.13% | 13.26% | 7.62% | -6.94% | -3.88% | 2024-12-30 | 391.88 | 12.13 | 10.94 | 2.13% | 10.00% |
| 3 | 002067 | 景兴纸业 | 4.57 | 1.11% | 95.83 | 79.17 | 56.52 | 73.44 | 5.47% | 26.51% | 1.43% | -11.34% | 3.86% | 2024-12-30 | 61.13 | 121.53 | 4.52 | 0.22% | 5.04% |
| 4 | 002012 | 凯恩股份 | 6.44 | 0.63% | 58.33 | 70.83 | 78.26 | 71.30 | 16.64% | 8.08% | -0.81% | -2.15% | 19.70% | 2024-12-30 | 30.12 | 95.01 | 3.32 | 0.33% | 2.48% |
| 5 | 605377 | 华旺科技 | 9.05 | -0.55% | 12.50 | 75.00 | 91.30 | 69.02 | 0.04% | -2.21% | -0.43% | 10.38% | -11.65% | 2024-12-30 | 50.38 | 18.60 | 6.91 | 4.86% | 4.15% |
| 6 | 603733 | 仙鹤股份 | 20.52 | 1.18% | 8.33 | 87.50 | 65.22 | 62.75 | -2.17% | -4.61% | 3.02% | -9.49% | -1.77% | 2024-12-30 | 167.70 | 16.56 | 10.47 | 3.02% | 10.00% |
| 7 | 600356 | 恒丰纸业 | 8.34 | -0.24% | 70.83 | 54.17 | 60.87 | 60.18 | 4.26% | 8.57% | -6.75% | -9.54% | 8.03% | 2024-12-30 | 24.91 | 13.90 | 9.16 | 2.28% | 2.05% |
| 8 | 600567 | 山鹰国际 | 1.35 | 0.00% | 37.50 | 83.33 | 47.83 | 59.96 | 0.20% | 3.07% | 2.38% | -12.01% | -33.50% | 2024-12-30 | 85.15 | -7.50 | 2.33 | 0.00% | 7.02% |
| 9 | 600433 | 冠豪高新 | 3.43 | 0.59% | 79.17 | 12.50 | 86.96 | 55.62 | 2.32% | 9.52% | -19.51% | 4.65% | 5.86% | 2024-12-30 | 60.03 | -19.77 | 2.52 | 0.00% | 4.95% |
| 10 | 603165 | 荣晟环保 | 13.87 | 0.43% | 45.83 | 29.17 | 82.61 | 53.88 | 5.55% | 5.45% | -15.73% | -1.12% | 8.44% | 2024-12-30 | 43.38 | 19.39 | 7.15 | 13.78% | 3.57% |
| 11 | 000488 | ST晨鸣 | 1.95 | -1.02% | 20.83 | 41.67 | 73.91 | 50.40 | -1.82% | -1.61% | -11.11% | -2.93% | -36.89% | 2024-12-30 | 33.04 | -0.69 | 0.14 | 0.00% | 2.72% |
| 12 | 002521 | 齐峰新材 | 6.96 | 0.87% | 25.00 | 58.33 | 43.48 | 45.72 | 1.20% | -1.41% | -4.92% | -12.78% | -31.23% | 2024-12-30 | 29.17 | 25.18 | 6.96 | 3.88% | 2.40% |
| 13 | 600308 | 华泰股份 | 3.23 | -0.62% | 41.67 | 50.00 | 30.43 | 40.51 | -0.37% | 4.22% | -9.21% | -13.99% | -12.47% | 2024-12-30 | 48.99 | -74.25 | 5.98 | 0.00% | 4.04% |
| 14 | 920394 | 民士达 | 47.60 | 3.68% | 4.17 | 66.67 | 26.09 | 37.93 | 4.10% | -5.94% | -1.19% | -15.91% | 151.99% | 2024-12-30 | 69.10 | 54.66 | 5.57 | 0.00% | 5.69% |
| 15 | 600235 | 民丰特纸 | 5.43 | -1.45% | 62.50 | 33.33 | 21.74 | 34.53 | 3.12% | 8.18% | -13.10% | -18.00% | -5.40% | 2024-12-30 | 19.08 | 117.15 | 4.28 | 0.28% | 1.57% |
| 16 | 600103 | 青山纸业 | 3.08 | 0.00% | 83.33 | 0.00 | 34.78 | 30.58 | 11.10% | 11.94% | -29.80% | -13.65% | 10.79% | 2024-12-30 | 68.14 | 126.21 | 1.77 | 0.28% | 5.61% |
| 17 | 600793 | 宜宾纸业 | 14.46 | -2.17% | 0.00 | 62.50 | 13.04 | 30.22 | 10.01% | -19.13% | -2.32% | -24.46% | -43.54% | 2024-12-30 | 25.58 | 93.56 | 1.28 | 0.00% | 2.11% |
| 18 | 301469 | 恒达新材 | 26.87 | 0.26% | 29.17 | 20.83 | 39.13 | 29.82 | 7.30% | 2.74% | -18.09% | -13.43% | 12.19% | 2024-12-30 | 12.38 | 29.94 | 15.35 | 1.46% | 1.02% |
| 19 | 605500 | 森林包装 | 6.78 | 0.15% | 75.00 | 16.67 | 17.39 | 28.62 | 3.49% | 9.44% | -19.28% | -19.51% | -3.97% | 2024-12-30 | 28.10 | 45.88 | 6.16 | 1.03% | 2.32% |
| 20 | 002235 | 安妮股份 | 8.35 | 1.09% | 16.67 | 8.33 | 52.17 | 27.54 | 10.03% | -1.69% | -22.44% | -11.85% | 55.49% | 2024-12-30 | 46.22 | -280.15 | 1.26 | 0.00% | 3.81% |
| 21 | 600963 | 岳阳林纸 | 3.38 | -1.46% | 87.50 | 25.00 | 0.00 | 27.50 | 1.74% | 12.79% | -16.58% | -39.48% | -35.37% | 2024-12-30 | 59.41 | -25.28 | 4.33 | 0.00% | 4.90% |
| 22 | 600966 | 博汇纸业 | 4.96 | 0.40% | 33.33 | 37.50 | 8.70 | 25.14 | 4.00% | 2.94% | -12.54% | -27.59% | -4.25% | 2024-12-30 | 66.31 | 42.64 | 5.57 | 0.47% | 5.46% |
| 23 | 603863 | 松炀资源 | 13.04 | 4.57% | 66.67 | 4.17 | 4.35 | 16.74 | -0.77% | 8.26% | -24.88% | -31.83% | -36.05% | 2024-12-30 | 26.69 | -13.10 | 1.18 | 0.00% | 2.20% |
| 24 | 603284 | 林平发展 | 38.77 | -0.79% | 54.17 | 45.83 | — | — | -4.50% | 7.11% | -9.34% | — | -34.21% | 2026-02-10 | 7.16 | 15.78 | 28.72 | 1.60% | 0.59% |
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。