EASTMONEY L2 INDUSTRY
互联网电商（BK1268）动量观察
所属东方财富一级行业：商贸零售。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，互联网电商官方综合位次为第35/128位（Rank 66.41）， 加权综合位次为第34/128位（Rank 69.22）。官方20R为47.66 （20日收益-5.87%）；有效成分股为17/18只， 最大单股权重为10.00%。
官方20R、60R、120R分别为47.66、71.09和71.09。 相对上证指数的20日超额收益为-0.19%，自基准日以来收益为14.60%。
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34位，20日相对强度为80.47， 20日相对上证指数收益为4.16%。官方指数与加权口径的位次差为1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18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 | 002640 | 跨境通 | 3.92 | -0.25% | 94.12 | 76.47 | 88.24 | 84.71 | 6.25% | 24.90% | 27.58% | 24.87% | -2.97% | 2024-12-30 | 60.69 | -34,850,703.00 | 0.43 | 0.00% | 6.40% |
| 2 | 605136 | 丽人丽妆 | 9.01 | 3.44% | 88.24 | 88.24 | 41.18 | 69.41 | -11.93% | 14.47% | 28.36% | -5.74% | -1.31% | 2024-12-30 | 36.08 | -23,500,187.00 | 6.05 | 0.28% | 3.81% |
| 3 | 301001 | 凯淳股份 | 25.47 | 0.71% | 64.71 | 82.35 | 52.94 | 67.06 | -2.45% | 11.88% | 27.68% | -2.02% | -25.07% | 2024-12-30 | 12.49 | 3,547,529.00 | 13.99 | 0.00% | 1.32% |
| 4 | 300464 | 星徽股份 | 7.90 | -0.50% | 11.76 | 94.12 | 64.71 | 65.88 | -2.69% | -1.48% | 41.79% | 6.75% | 47.11% | 2024-12-30 | 36.13 | 3,695,118.00 | 21.94 | 0.00% | 3.81% |
| 5 | 301381 | 赛维时代 | 22.11 | -1.29% | 47.06 | 52.94 | 70.59 | 58.82 | 2.44% | 4.78% | 12.30% | 11.09% | -5.43% | 2024-12-30 | 89.79 | -2,720,170.00 | 6.80 | 2.25% | 9.47% |
| 6 | 300518 | 新迅达 | 23.47 | -0.84% | 35.29 | 58.82 | 58.82 | 54.12 | -3.46% | 3.57% | 14.10% | 2.60% | 96.07% | 2024-12-30 | 46.79 | -15,897,159.00 | 3.10 | 0.00% | 4.94% |
| 7 | 300592 | 华凯易佰 | 16.95 | 1.13% | 0.00 | 41.18 | 94.12 | 54.12 | 0.39% | -11.34% | 9.26% | 32.05% | 13.15% | 2024-12-30 | 58.29 | -6,340,179.00 | 6.08 | 1.45% | 6.15% |
| 8 | 300792 | 壹网壹创 | 25.42 | -0.16% | 76.47 | 70.59 | 17.65 | 50.59 | 1.24% | 12.87% | 16.49% | -19.95% | 0.24% | 2024-12-30 | 54.45 | -21,781,994.00 | 82.00 | 0.55% | 5.74% |
| 9 | 002803 | 吉宏股份 | 19.70 | 4.84% | 41.18 | 29.41 | 76.47 | 50.59 | 6.56% | 4.17% | 4.89% | 14.42% | 47.01% | 2024-12-30 | 58.62 | -13,743,254.00 | 5.92 | 1.57% | 6.18% |
| 10 | 002127 | 南极电商 | 2.93 | -1.01% | 29.41 | 11.76 | 82.35 | 43.53 | -3.43% | 3.24% | 0.30% | 15.74% | -32.95% | 2024-12-30 | 58.45 | -62,657,579.00 | 1.53 | 2.05% | 6.17% |
| 11 | 301110 | 青木科技 | 37.56 | -1.11% | 82.35 | 64.71 | 0.00 | 42.35 | 1.84% | 14.42% | 14.88% | -36.77% | -42.99% | 2024-12-30 | 34.19 | -16,473,647.00 | 87.35 | 0.76% | 3.61% |
| 12 | 301558 | 三态股份 | 6.70 | -0.74% | 58.82 | 47.06 | 23.53 | 40.00 | -1.60% | 11.46% | 10.60% | -9.31% | -26.21% | 2024-12-30 | 52.93 | -22,525,252.00 | 1.75 | 0.00% | 5.58% |
| 13 | 600539 | 狮头股份 | 13.84 | 2.75% | 70.59 | 0.00 | 35.29 | 28.24 | 4.88% | 12.04% | -10.23% | -6.75% | 95.76% | 2024-12-30 | 31.83 | -3,561,732.00 | 1.31 | 0.00% | 3.36% |
| 14 | 002024 | ST易购 | 1.12 | 0.00% | 23.53 | 5.88 | 47.06 | 25.88 | 0.55% | 0.47% | -1.17% | -3.60% | -46.67% | 2024-12-30 | 102.95 | -7,667,426.00 | 1.32 | 0.00% | 10.00% |
| 15 | 002315 | 焦点科技 | 25.00 | -2.80% | 52.94 | 23.53 | 5.88 | 22.35 | 0.14% | 9.31% | 3.04% | -34.12% | -41.68% | 2024-12-30 | 66.01 | -18,998,424.00 | 13.09 | 4.15% | 6.97% |
| 16 | 603613 | 国联股份 | 18.41 | 0.38% | 17.65 | 35.29 | 11.76 | 22.35 | 1.77% | -1.04% | 5.13% | -26.28% | -32.81% | 2024-12-30 | 132.65 | -26,396,464.00 | 13.54 | 0.00% | 10.00% |
| 17 | 003010 | 若羽臣 | 25.07 | -3.09% | 5.88 | 17.65 | 29.41 | 20.00 | -1.47% | -11.25% | 2.77% | -9.13% | -19.13% | 2024-12-30 | 56.69 | 623,882.00 | 23.21 | 1.18% | 5.98% |
| 18 | 920065 | 千岸科技 | 30.38 | 0.33% | — | — | — | — | -24.91% | — | — | — | -47.65% | 2026-07-29 | 4.78 | -7,470,875.00 | 12.66 | 0.00% | 0.50% |
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。