EASTMONEY L2 INDUSTRY
航运港口（BK0450）动量观察
所属东方财富一级行业：交通运输。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，航运港口官方综合位次为第22/128位（Rank 74.22）， 加权综合位次为第16/128位（Rank 80.47）。官方20R为80.47 （20日收益-2.64%）；有效成分股为33/35只， 最大单股权重为10.00%。
官方20R、60R、120R分别为80.47、52.34和92.97。 相对上证指数的20日超额收益为3.04%，自基准日以来收益为21.81%。
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16位，20日相对强度为53.91， 20日相对上证指数收益为0.81%。官方指数与加权口径的位次差为6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35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 | 601083 | 锦江航运 | 13.33 | -1.55% | 97.14 | 94.29 | 80.00 | 89.14 | -1.47% | 13.90% | 29.20% | 11.57% | 37.14% | 2024-12-30 | 25.88 | -29,168,752.00 | 7.13 | 6.09% | 0.31% |
| 2 | 001872 | 招商港口 | 24.82 | -2.05% | 94.29 | 80.00 | 94.29 | 88.57 | -4.01% | 10.85% | 17.93% | 25.07% | 20.84% | 2024-12-30 | 571.42 | -14,983,400.00 | 26.40 | 3.22% | 6.80% |
| 3 | 601919 | 中远海控 | 16.63 | 0.00% | 91.43 | 77.14 | 91.43 | 85.71 | -2.43% | 7.98% | 15.75% | 24.58% | 5.92% | 2024-12-30 | 2,079.87 | -188,545,765.00 | 15.26 | 6.08% | 10.00% |
| 4 | 601298 | 青岛港 | 9.90 | 0.00% | 85.71 | 85.71 | 85.71 | 85.71 | -1.41% | 7.25% | 18.63% | 19.82% | 10.86% | 2024-12-30 | 533.82 | 4,370,983.00 | 7.28 | 3.49% | 6.35% |
| 5 | 603565 | 中谷物流 | 12.03 | -0.74% | 80.00 | 82.86 | 71.43 | 77.71 | -3.84% | 5.69% | 18.49% | 7.78% | 21.64% | 2024-12-30 | 252.64 | 8,957,152.00 | 5.23 | 2.00% | 3.01% |
| 6 | 600018 | 上港集团 | 5.48 | 0.74% | 74.29 | 51.43 | 88.57 | 70.86 | -1.40% | 4.10% | 8.90% | 21.41% | -10.16% | 2024-12-30 | 1,275.65 | -20,924,992.00 | 6.23 | 3.56% | 10.00% |
| 7 | 601326 | 秦港股份 | 3.57 | -1.38% | 65.71 | 60.00 | 82.86 | 70.29 | -1.02% | 3.36% | 9.54% | 12.76% | 11.56% | 2024-12-30 | 169.84 | 12.42 | 3.72 | 3.22% | — |
| 8 | 601000 | 唐山港 | 4.78 | -1.44% | 88.57 | 54.29 | 74.29 | 69.14 | -1.01% | 7.38% | 8.97% | 8.13% | 1.06% | 2024-12-30 | 283.26 | 16,659,476.00 | 8.39 | 4.18% | 3.37% |
| 9 | 603209 | 兴通股份 | 14.44 | -1.90% | 71.43 | 71.43 | 65.71 | 69.14 | -4.12% | 3.64% | 14.65% | 5.14% | -11.90% | 2024-12-30 | 46.42 | -10,454,737.00 | 16.04 | 1.37% | 0.55% |
| 10 | 601872 | 招商轮船 | 17.61 | 0.17% | 8.57 | 91.43 | 68.57 | 65.71 | -16.58% | -10.18% | 23.55% | 7.63% | 170.09% | 2024-12-30 | 1,421.93 | -584,506,423.00 | 5.79 | 1.82% | 10.00% |
| 11 | 601018 | 宁波港 | 3.58 | 0.00% | 82.86 | 57.14 | 51.43 | 60.00 | -2.07% | 6.20% | 9.52% | 3.05% | -7.25% | 2024-12-30 | 696.47 | 9,731,591.00 | 2.25 | 3.38% | 8.29% |
| 12 | 000088 | 盐 田 港 | 4.50 | -1.53% | 62.86 | 40.00 | 77.14 | 59.43 | -2.41% | 3.25% | 7.36% | 8.70% | -7.98% | 2024-12-30 | 142.33 | 7,000,661.00 | 3.49 | 4.33% | 1.69% |
| 13 | 001205 | 盛航股份 | 13.69 | -0.51% | 34.29 | 74.29 | 48.57 | 56.00 | -1.88% | -0.62% | 15.04% | 2.39% | -25.03% | 2024-12-30 | 22.79 | -19,555,079.00 | 11.50 | 1.08% | 0.27% |
| 14 | 600026 | 中远海能 | 19.36 | -0.31% | 22.86 | 97.14 | 31.43 | 56.00 | -15.29% | -4.11% | 34.02% | -2.02% | 62.01% | 2024-12-30 | 741.11 | -288,399,485.00 | 8.80 | 1.96% | 8.82% |
| 15 | 600428 | 中远海特 | 10.59 | 1.24% | 37.14 | 17.14 | 97.14 | 53.14 | -1.94% | -0.59% | 1.07% | 25.31% | 45.67% | 2024-12-30 | 290.58 | 18,433,431.00 | 6.19 | 3.07% | 3.46% |
| 16 | 600798 | 宁波海运 | 3.29 | 0.00% | 40.00 | 68.57 | 42.86 | 52.57 | -3.20% | -0.45% | 11.08% | 0.97% | 8.22% | 2024-12-30 | 39.69 | 12,707,813.00 | 0.81 | 0.61% | 0.47% |
| 17 | 600717 | 天津港 | 4.30 | -0.23% | 68.57 | 28.57 | 62.86 | 50.29 | -3.22% | 3.45% | 4.62% | 4.71% | -13.13% | 2024-12-30 | 124.44 | 1,675,472.00 | 7.05 | 2.37% | 1.48% |
| 18 | 600017 | 日照港 | 2.81 | 0.00% | 51.43 | 42.86 | 57.14 | 50.29 | -0.65% | 2.51% | 7.61% | 4.19% | -13.54% | 2024-12-30 | 86.43 | -40,100.00 | 0.94 | 2.58% | 1.03% |
| 19 | 601228 | 广州港 | 3.07 | -0.32% | 54.29 | 31.43 | 60.00 | 47.43 | -2.32% | 2.63% | 4.90% | 4.62% | -10.50% | 2024-12-30 | 231.62 | 2,265,922.00 | 1.13 | 1.07% | 2.76% |
| 20 | 601975 | 招商南油 | 3.93 | 0.51% | 5.71 | 88.57 | 22.86 | 45.71 | -11.42% | -11.02% | 18.83% | -3.28% | 23.20% | 2024-12-30 | 183.94 | -119,292,171.00 | 2.60 | 0.69% | 2.19% |
| 21 | 000520 | 凤凰航运 | 3.72 | -0.27% | 25.71 | 45.71 | 54.29 | 45.14 | -4.15% | -3.55% | 8.41% | 3.28% | -20.68% | 2024-12-30 | 37.65 | -13,118,173.00 | 0.44 | 0.00% | 0.45% |
| 22 | 601022 | 宁波远洋 | 8.10 | 0.50% | 57.14 | 34.29 | 45.71 | 43.43 | -1.44% | 2.82% | 5.29% | 1.10% | -1.10% | 2024-12-30 | 106.00 | -6,206,910.00 | 5.06 | 1.58% | 1.26% |
| 23 | 601880 | 辽港股份 | 1.47 | 0.00% | 77.14 | 25.71 | 40.00 | 41.71 | -0.56% | 4.60% | 4.60% | 0.32% | -13.53% | 2024-12-30 | 270.67 | -19,792,621.00 | 1.71 | 1.95% | 3.22% |
| 24 | 000905 | 厦门港务 | 8.54 | 1.91% | 28.57 | 65.71 | 8.57 | 35.43 | 0.74% | -1.83% | 11.07% | -11.35% | 31.18% | 2024-12-30 | 63.35 | -27,848,795.00 | 5.93 | 1.88% | 0.75% |
| 25 | 002040 | 南 京 港 | 8.36 | 0.48% | 17.14 | 62.86 | 14.29 | 34.29 | -3.02% | -7.34% | 10.69% | -6.49% | 26.48% | 2024-12-30 | 40.64 | -13,228,903.00 | 7.15 | 1.39% | 0.48% |
| 26 | 601008 | 连云港 | 4.28 | 0.00% | 48.57 | 22.86 | 34.29 | 32.57 | -1.29% | 1.19% | 3.22% | -1.07% | 10.31% | 2024-12-30 | 53.10 | 1,677,261.00 | 14.27 | 2.10% | 0.63% |
| 27 | 601866 | XD中远海 | 2.37 | 0.00% | 42.86 | 20.00 | 28.57 | 28.00 | -3.00% | 0.26% | 2.67% | -2.65% | -10.57% | 2024-12-30 | 230.14 | 49,281,349.00 | 0.61 | 0.63% | 2.74% |
| 28 | 600279 | 重庆港 | 4.12 | 0.24% | 31.43 | 37.14 | 17.14 | 28.00 | -3.19% | -1.37% | 5.90% | -5.48% | -16.43% | 2024-12-30 | 48.90 | -10,321,263.00 | 5.72 | 0.41% | 0.58% |
| 29 | 600179 | 安通控股 | 4.08 | 0.49% | 20.00 | 14.29 | 37.14 | 24.57 | -5.20% | -6.22% | -0.31% | 0.24% | 39.25% | 2024-12-30 | 157.58 | -26,928,173.00 | 2.96 | 0.00% | 1.88% |
| 30 | 603167 | 渤海轮渡 | 7.99 | -0.37% | 60.00 | 11.43 | 20.00 | 24.57 | 0.82% | 2.92% | -1.86% | -4.79% | -10.43% | 2024-12-30 | 37.48 | -2,935,722.00 | 7.07 | 6.26% | 0.45% |
| 31 | 603162 | 海通发展 | 10.76 | 6.32% | 2.86 | 48.57 | 5.71 | 22.29 | -7.45% | -16.38% | 8.89% | -16.67% | 14.71% | 2024-12-30 | 146.15 | -13,549,903.00 | 269.00 | 0.62% | 1.74% |
| 32 | 920571 | 国航远洋 | 8.23 | 2.75% | 45.71 | 0.00 | 25.71 | 19.43 | 0.12% | 0.85% | -21.20% | -2.68% | 46.44% | 2024-12-30 | 24.37 | -985,063.00 | 2.45 | 0.00% | 0.29% |
| 33 | 600751 | 海航科技 | 2.71 | -1.45% | 14.29 | 8.57 | 2.86 | 7.43 | -4.46% | -7.52% | -2.64% | -18.54% | 0.37% | 2024-12-30 | 69.73 | -39,359,852.00 | 2.58 | 0.66% | 0.83% |
| 34 | 000582 | 北部湾港 | 8.94 | -1.87% | 0.00 | 2.86 | 11.43 | 5.71 | -1.18% | -16.69% | -13.46% | -9.15% | 14.91% | 2024-12-30 | 192.82 | -15,857,504.00 | 8.20 | 1.75% | 2.30% |
| 35 | 002320 | 海峡股份 | 5.80 | 1.05% | 11.43 | 5.71 | 0.00 | 4.57 | -1.89% | -9.13% | -3.87% | -21.05% | -13.56% | 2024-12-30 | 129.74 | -39,029,832.00 | 1.81 | 0.69% | 1.54% |
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。