EASTMONEY L2 INDUSTRY
食品加工（BK1280）动量观察
所属东方财富一级行业：食品饮料。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，食品加工官方综合位次为第55/128位（Rank 50.62）， 加权综合位次为第50/128位（Rank 53.75）。官方20R为48.44 （20日收益3.55%）；有效成分股为27/27只， 最大单股权重为10.00%。
官方20R、60R、120R分别为48.44、60.16和42.19。 相对上证指数的20日超额收益为5.87%，自基准日以来收益为-9.23%。
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50位，20日相对强度为43.75， 20日相对上证指数收益为5.21%。官方指数与加权口径的位次差为5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27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 | 000895 | 双汇发展 | 25.33 | -0.74% | 77.78 | 85.19 | 85.19 | 83.70 | -4.14% | 11.98% | 2.31% | 2.45% | -3.14% | 2024-12-30 | 877.48 | 17.19 | 5.74 | 5.72% | 10.00% |
| 2 | 300146 | 汤臣倍健 | 10.30 | 0.49% | 81.48 | 96.30 | 70.37 | 82.96 | -0.13% | 14.28% | 5.60% | -10.36% | -16.53% | 2024-12-30 | 115.43 | 22.28 | 6.36 | 4.33% | 9.77% |
| 3 | 002216 | 三全食品 | 12.98 | 1.01% | 29.63 | 92.59 | 88.89 | 78.52 | -4.22% | 5.10% | 3.78% | 20.36% | 13.38% | 2024-12-30 | 81.84 | 20.95 | 4.97 | 4.41% | 6.93% |
| 4 | 603237 | 五芳斋 | 14.40 | 0.70% | 85.19 | 70.37 | 77.78 | 76.30 | -0.18% | 14.48% | -0.51% | -9.35% | -19.67% | 2024-12-30 | 27.33 | 23.21 | 7.70 | 3.46% | 2.31% |
| 5 | 002515 | 金字火腿 | 6.91 | 0.29% | 3.70 | 88.89 | 92.59 | 73.33 | -3.43% | -18.70% | 3.42% | 20.79% | 47.02% | 2024-12-30 | 76.14 | 330.61 | 2.14 | 0.14% | 6.44% |
| 6 | 300791 | 仙乐健康 | 17.06 | -0.29% | 66.67 | 81.48 | 55.56 | 68.15 | 0.55% | 9.69% | 1.35% | -18.29% | -36.56% | 2024-12-30 | 43.93 | 38.57 | 8.93 | 0.76% | 3.72% |
| 7 | 600381 | *ST春天 | 4.15 | 2.47% | 11.11 | 66.67 | 96.30 | 67.41 | 21.48% | -7.45% | -1.61% | 35.98% | 15.92% | 2024-12-30 | 24.36 | -65.28 | 1.67 | 0.00% | 2.06% |
| 8 | 603536 | 惠发食品 | 9.03 | 0.22% | 88.89 | 55.56 | 66.67 | 66.67 | 4.43% | 16.06% | -4.36% | -13.11% | -21.82% | 2024-12-30 | 21.72 | -31.47 | 1.44 | 0.00% | 1.84% |
| 9 | 600073 | 光明肉业 | 5.15 | -0.58% | 44.44 | 62.96 | 62.96 | 59.26 | -1.50% | 6.58% | -2.30% | -15.62% | -27.16% | 2024-12-30 | 48.29 | -36.46 | 5.00 | 0.00% | 4.09% |
| 10 | 603345 | 安井食品 | 85.11 | -0.80% | 40.74 | 37.04 | 81.48 | 55.56 | -5.95% | 6.08% | -8.99% | 2.23% | 2.62% | 2024-12-30 | 249.62 | 20.87 | 47.02 | 3.35% | 10.00% |
| 11 | 002661 | 克明食品 | 7.53 | -0.66% | 37.04 | 51.85 | 59.26 | 51.85 | 2.27% | 6.05% | -4.77% | -16.17% | -25.30% | 2024-12-30 | 23.22 | 26.43 | 6.66 | 3.74% | 1.97% |
| 12 | 000639 | ST西王 | 1.53 | -0.65% | 92.59 | 77.78 | 3.70 | 51.11 | -3.23% | 16.51% | 0.70% | -41.66% | -57.97% | 2024-12-30 | 16.52 | -1.33 | 1.53 | 0.00% | 1.40% |
| 13 | 002726 | ST龙大 | 2.04 | -1.45% | 96.30 | 74.07 | 0.00 | 48.89 | -3.23% | 42.05% | 0.28% | -46.43% | -74.31% | 2024-12-30 | 27.75 | -3.77 | 0.50 | 0.00% | 2.35% |
| 14 | 002626 | 金达威 | 14.14 | -1.12% | 25.93 | 59.26 | 48.15 | 48.15 | 0.94% | 5.02% | -3.10% | -19.77% | -8.30% | 2024-12-30 | 86.23 | 25.37 | 6.83 | 2.82% | 7.30% |
| 15 | 000529 | 广弘控股 | 4.72 | -0.63% | 33.33 | 48.15 | 51.85 | 46.67 | -0.45% | 5.61% | -6.36% | -18.35% | -22.88% | 2024-12-30 | 26.90 | 22.42 | 5.43 | 2.54% | 2.28% |
| 16 | 002840 | 华统股份 | 8.33 | 3.48% | 70.37 | 7.41 | 74.07 | 46.67 | 9.47% | 11.22% | -17.65% | -10.17% | -36.02% | 2024-12-30 | 66.36 | -49.13 | 4.48 | 0.00% | 5.62% |
| 17 | 002330 | 得利斯 | 3.82 | -0.78% | 59.26 | 44.44 | 37.04 | 44.44 | 0.29% | 8.73% | -8.07% | -22.03% | -14.54% | 2024-12-30 | 24.26 | -235.57 | 3.60 | 0.00% | 2.05% |
| 18 | 605567 | 春雪食品 | 8.72 | -0.91% | 62.96 | 22.22 | 44.44 | 39.26 | 4.14% | 9.06% | -12.25% | -21.07% | -3.86% | 2024-12-30 | 17.44 | 44.13 | 5.45 | 1.15% | 1.48% |
| 19 | 603102 | 百合股份 | 33.75 | -1.11% | 48.15 | 29.63 | 40.74 | 37.78 | 1.94% | 6.66% | -10.29% | -21.90% | -5.14% | 2024-12-30 | 21.60 | 16.82 | 26.37 | 0.00% | 1.83% |
| 20 | 002702 | 海欣食品 | 4.82 | -0.82% | 74.07 | 25.93 | 29.63 | 37.04 | 6.04% | 11.87% | -11.42% | -25.49% | 9.55% | 2024-12-30 | 22.11 | -55.13 | 1.87 | 0.00% | 1.87% |
| 21 | 605089 | 味知香 | 20.18 | 0.35% | 22.22 | 40.74 | 25.93 | 31.11 | 3.53% | 1.79% | -8.08% | -25.59% | -20.52% | 2024-12-30 | 27.85 | 40.51 | 8.81 | 1.77% | 2.36% |
| 22 | 605338 | 巴比食品 | 19.07 | 0.05% | 51.85 | 33.33 | 14.81 | 29.63 | -1.57% | 6.88% | -9.54% | -34.03% | 9.03% | 2024-12-30 | 45.69 | 16.73 | 8.75 | 6.29% | 3.87% |
| 23 | 920826 | 盖世食品 | 8.08 | 2.41% | 55.56 | 18.52 | 11.11 | 22.96 | 0.46% | 8.64% | -12.97% | -34.91% | -19.52% | 2024-12-30 | 5.06 | 23.86 | 2.68 | 0.00% | 0.43% |
| 24 | 001215 | 千味央厨 | 32.92 | 0.80% | 14.81 | 3.70 | 33.33 | 17.78 | 2.48% | -3.88% | -21.02% | -22.51% | 5.89% | 2024-12-30 | 31.90 | 50.31 | 19.14 | 0.00% | 2.70% |
| 25 | 603262 | 技源集团 | 19.34 | 0.73% | 7.41 | 11.11 | 22.22 | 14.81 | -1.77% | -17.16% | -17.56% | -26.67% | -52.54% | 2025-07-23 | 20.18 | 57.87 | 3.84 | 0.46% | 1.71% |
| 26 | 920429 | 康比特 | 9.10 | 1.79% | 18.52 | 14.81 | 7.41 | 12.59 | 1.17% | -2.28% | -16.32% | -36.52% | -39.09% | 2024-12-30 | 10.33 | 28.72 | 6.64 | 0.00% | 0.87% |
| 27 | 600530 | 交大昂立 | 4.24 | -5.57% | 0.00 | 0.00 | 18.52 | 7.41 | -12.97% | -20.02% | -27.29% | -28.47% | -3.15% | 2024-12-30 | 32.86 | 940.78 | 0.41 | 0.00% | 2.78% |
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。