EASTMONEY L2 INDUSTRY
化学原料（BK1019）动量观察
所属东方财富一级行业：基础化工。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，化学原料官方综合位次为第71/128位（Rank 46.25）， 加权综合位次为第70/128位（Rank 44.22）。官方20R为48.44 （20日收益-5.84%）；有效成分股为59/61只， 最大单股权重为10.00%。
官方20R、60R、120R分别为48.44、40.62和50.78。 相对上证指数的20日超额收益为-0.17%，自基准日以来收益为31.73%。
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70位，20日相对强度为27.34， 20日相对上证指数收益为-2.37%。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61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 | 301190 | 善水科技 | 45.01 | 3.21% | 98.36 | 98.36 | 98.33 | 98.35 | -0.33% | 151.22% | 154.95% | 108.47% | 179.91% | 2024-12-30 | 81.85 | -218,490,853.00 | 9.50 | 0.32% | 1.39% |
| 2 | 002748 | 世龙实业 | 12.48 | -1.81% | 88.52 | 93.44 | 90.00 | 91.08 | 2.00% | 11.32% | 33.38% | 11.62% | 55.81% | 2024-12-30 | 29.95 | 148,343,526.00 | 2.27 | 0.60% | 0.51% |
| 3 | 000635 | 英 力 特 | 7.78 | -0.89% | 90.16 | 95.08 | 81.67 | 88.73 | -6.60% | 11.52% | 34.67% | 3.88% | -1.14% | 2024-12-30 | 28.54 | -19,540,696.00 | 2.49 | 0.00% | 0.48% |
| 4 | 301118 | 恒光股份 | 23.70 | 0.38% | 86.89 | 90.16 | 80.00 | 85.44 | -3.76% | 10.34% | 31.68% | 2.70% | 25.53% | 2024-12-30 | 25.11 | -20,262,373.00 | 12.81 | 0.00% | 0.43% |
| 5 | 600319 | 亚星化学 | 6.72 | 7.35% | 93.44 | 91.80 | 73.33 | 84.74 | 5.14% | 14.08% | 32.65% | -1.42% | 40.29% | 2024-12-30 | 26.05 | 86,708,089.00 | 0.94 | 0.00% | 0.44% |
| 6 | 001217 | 华尔泰 | 10.61 | -1.30% | 85.25 | 88.52 | 68.33 | 79.79 | -2.11% | 9.91% | 29.93% | -2.15% | -24.00% | 2024-12-30 | 34.86 | -5,964,201.00 | 6.55 | 0.94% | 0.59% |
| 7 | 603213 | 镇洋发展 | 13.71 | 1.41% | 81.97 | 55.74 | 91.67 | 75.36 | 1.22% | 5.85% | 6.00% | 11.74% | 54.74% | 2024-12-30 | 61.00 | 4,275,374.00 | 4.06 | 1.81% | 1.03% |
| 8 | 600722 | 金牛化工 | 13.30 | 0.08% | 9.84 | 96.72 | 86.67 | 75.32 | -5.88% | -11.96% | 51.53% | 7.44% | 177.66% | 2024-12-30 | 90.48 | -40,778,400.00 | 1.89 | 0.00% | 1.53% |
| 9 | 600423 | *ST柳化 | 2.59 | 0.39% | 59.02 | 67.21 | 83.33 | 72.02 | 0.29% | 0.20% | 9.63% | 4.45% | -11.00% | 2024-12-30 | 20.69 | -4,368,984.00 | 0.68 | 0.00% | 0.35% |
| 10 | 002469 | 三维化学 | 6.60 | 1.38% | 96.72 | 85.25 | 45.00 | 71.44 | -2.35% | 15.03% | 23.05% | -11.95% | -12.12% | 2024-12-30 | 41.51 | -51,058,870.00 | 3.98 | 3.03% | 0.70% |
| 11 | 603067 | 振华股份 | 34.56 | 1.05% | 62.30 | 68.85 | 76.67 | 70.67 | -19.68% | 0.78% | 10.45% | 0.40% | 170.00% | 2024-12-30 | 261.11 | -260,728,303.00 | 5.73 | 0.46% | 4.43% |
| 12 | 002648 | 卫星化学 | 25.14 | -0.79% | 34.43 | 65.57 | 85.00 | 67.11 | -2.61% | -2.45% | 9.46% | 4.59% | 32.53% | 2024-12-30 | 846.33 | -174,022,901.00 | 12.09 | 1.99% | 10.00% |
| 13 | 300891 | 惠云钛业 | 7.02 | -1.13% | 67.21 | 81.97 | 51.67 | 66.90 | -1.60% | 1.14% | 21.70% | -7.84% | -15.52% | 2024-12-30 | 23.41 | -2,153,739.00 | 17.55 | 0.00% | 0.40% |
| 14 | 600929 | 雪天盐业 | 5.41 | 0.19% | 42.62 | 78.69 | 66.67 | 66.67 | -2.81% | -1.51% | 18.78% | -2.17% | -5.09% | 2024-12-30 | 88.73 | -5,560,137.00 | 6.08 | 0.28% | 1.50% |
| 15 | 301069 | 凯盛新材 | 17.33 | -0.06% | 95.08 | 73.77 | 41.67 | 65.19 | 10.78% | 14.09% | 15.08% | -12.18% | 11.09% | 2024-12-30 | 73.96 | 42,128,034.00 | 33.33 | 0.84% | 1.25% |
| 16 | 601216 | 君正集团 | 4.64 | 0.43% | 72.13 | 49.18 | 71.67 | 62.77 | -0.88% | 2.64% | 4.79% | -1.53% | -14.55% | 2024-12-30 | 391.52 | -28,071,984.00 | 3.24 | 8.19% | 6.64% |
| 17 | 003017 | 大洋生物 | 23.16 | 2.61% | 91.80 | 80.33 | 30.00 | 62.49 | 5.67% | 11.74% | 20.01% | -17.09% | 22.35% | 2024-12-30 | 19.33 | 23,146,058.00 | 16.66 | 2.37% | 0.33% |
| 18 | 600727 | 鲁北化工 | 7.02 | -1.13% | 47.54 | 57.38 | 70.00 | 60.46 | -3.82% | -0.96% | 6.25% | -1.68% | -7.02% | 2024-12-30 | 37.11 | -10,780,396.00 | 6.32 | 0.71% | 0.63% |
| 19 | 600714 | 金瑞矿业 | 15.70 | 1.09% | 21.31 | 83.61 | 55.00 | 59.70 | -3.93% | -5.33% | 23.04% | -7.00% | 77.60% | 2024-12-30 | 45.24 | -67,820,613.00 | 2.67 | 0.29% | 0.77% |
| 20 | 600623 | 华谊集团 | 8.34 | 0.12% | 57.38 | 60.66 | 58.33 | 59.07 | -4.75% | -0.00% | 8.17% | -5.23% | 15.35% | 2024-12-30 | 156.46 | -15,959,818.00 | 10.69 | 1.32% | 2.65% |
| 21 | 002274 | 华昌化工 | 5.53 | -0.72% | 29.51 | 54.10 | 78.33 | 58.87 | -0.69% | -3.14% | 5.57% | 1.59% | -30.53% | 2024-12-30 | 51.86 | -26,858,057.00 | 5.53 | 1.81% | 0.88% |
| 22 | 600784 | 鲁银投资 | 6.70 | 0.45% | 70.49 | 45.90 | 65.00 | 58.46 | -0.89% | 1.72% | 3.47% | -2.50% | 12.04% | 2024-12-30 | 45.27 | -2,860,971.00 | 2.71 | 0.75% | 0.77% |
| 23 | 300927 | 江天化学 | 24.21 | -1.67% | 22.95 | 86.89 | 43.33 | 56.68 | -4.25% | -5.28% | 25.88% | -12.10% | 42.33% | 2024-12-30 | 34.11 | -19,347,804.00 | 7.08 | 0.31% | 0.58% |
| 24 | 600844 | 金煤科技 | 2.96 | 0.00% | 11.48 | 70.49 | 61.67 | 55.16 | -5.19% | -8.51% | 13.95% | -3.87% | 13.85% | 2024-12-30 | 24.35 | -16,021,280.00 | 0.08 | 0.00% | 0.41% |
| 25 | 600610 | 中毅达 | 7.16 | 0.14% | 45.90 | 77.05 | 35.00 | 54.00 | -2.20% | -1.00% | 17.57% | -14.74% | 65.36% | 2024-12-30 | 50.74 | -26,797,739.00 | 0.15 | 0.00% | 0.86% |
| 26 | 002109 | ST兴化 | 2.74 | 0.37% | 75.41 | 72.13 | 23.33 | 53.27 | 1.08% | 3.19% | 14.85% | -19.44% | -14.64% | 2024-12-30 | 34.97 | -10,896,867.00 | 3.04 | 0.00% | 0.59% |
| 27 | 600935 | 华塑股份 | 2.19 | -0.90% | 60.66 | 37.70 | 60.00 | 51.21 | -3.34% | 0.39% | 2.12% | -5.21% | -14.79% | 2024-12-30 | 76.81 | -14,729,767.00 | 1.63 | 0.00% | 1.30% |
| 28 | 601568 | 北元化工 | 3.55 | -0.84% | 44.26 | 40.98 | 63.33 | 50.58 | 0.05% | -1.42% | 2.25% | -2.99% | -16.67% | 2024-12-30 | 141.01 | 16,257,874.00 | 2.82 | 1.41% | 2.39% |
| 29 | 000707 | 双环科技 | 4.40 | -2.22% | 78.69 | 63.93 | 20.00 | 49.31 | -1.22% | 3.46% | 9.18% | -20.25% | -41.88% | 2024-12-30 | 24.23 | -2,709,719.00 | 4.63 | 0.00% | 0.41% |
| 30 | 600367 | 红星发展 | 28.33 | 0.60% | 4.92 | 22.95 | 96.67 | 48.83 | -3.11% | -16.15% | -5.49% | 31.74% | 140.08% | 2024-12-30 | 91.22 | -62,028,977.00 | 47.22 | 0.14% | 1.55% |
| 31 | 601065 | 江盐集团 | 6.60 | 0.00% | 73.77 | 42.62 | 40.00 | 47.80 | -0.49% | 3.16% | 2.72% | -13.05% | -26.01% | 2024-12-30 | 42.42 | -972,864.00 | 2.40 | 1.82% | 0.72% |
| 32 | 603113 | 金能科技 | 4.71 | 0.43% | 68.85 | 75.41 | 8.33 | 47.27 | -2.44% | 1.23% | 16.87% | -24.92% | -17.66% | 2024-12-30 | 39.96 | -11,442,989.00 | 8.89 | 1.02% | 0.68% |
| 33 | 601678 | 滨化股份 | 5.18 | -0.19% | 14.75 | 19.67 | 88.33 | 46.15 | -2.64% | -6.93% | -8.29% | 10.75% | 34.55% | 2024-12-30 | 105.84 | -38,594,667.00 | 4.89 | 1.02% | 1.79% |
| 34 | 000822 | 山东海化 | 4.17 | -2.11% | 65.57 | 62.30 | 18.33 | 45.37 | -0.21% | 1.12% | 8.43% | -21.15% | -28.10% | 2024-12-30 | 37.33 | 10,382,382.00 | 3.42 | 0.00% | 0.63% |
| 35 | 603938 | 三孚股份 | 36.91 | 1.48% | 0.00 | 16.39 | 95.00 | 44.56 | 0.47% | -26.67% | -10.29% | 31.39% | 232.82% | 2024-12-30 | 141.23 | -18,468,655.00 | 6.84 | 0.06% | 2.39% |
| 36 | 600955 | 维远股份 | 12.25 | 0.41% | 80.33 | 59.02 | 11.67 | 44.34 | -0.40% | 3.67% | 8.08% | -23.78% | -21.32% | 2024-12-30 | 67.38 | -4,940,327.00 | 13.76 | 0.41% | 1.14% |
| 37 | 000691 | 亚太实业 | 8.21 | 4.19% | 13.11 | 9.84 | 93.33 | 43.89 | 0.83% | -8.09% | -11.01% | 14.56% | 134.57% | 2024-12-30 | 26.54 | -17,733,964.00 | 0.93 | 0.00% | 0.45% |
| 38 | 603299 | 苏盐井神 | 8.63 | -0.92% | 77.05 | 29.51 | 36.67 | 41.88 | 0.07% | 3.22% | -2.99% | -14.25% | -22.95% | 2024-12-30 | 81.50 | 4,926,827.00 | 8.46 | 2.92% | 1.38% |
| 39 | 002386 | 天原股份 | 5.47 | -1.44% | 32.79 | 32.79 | 53.33 | 41.01 | -4.58% | -2.58% | 0.05% | -7.54% | 19.43% | 2024-12-30 | 71.19 | -27,899,268.00 | 6.01 | 0.00% | 1.21% |
| 40 | 600075 | 新疆天业 | 4.37 | 1.39% | 49.18 | 52.46 | 21.67 | 39.49 | -1.45% | -0.67% | 5.07% | -19.60% | -1.58% | 2024-12-30 | 74.63 | -693,084.00 | 5.20 | 0.00% | 1.26% |
| 41 | 600989 | 宝丰能源 | 22.18 | -1.20% | 19.67 | 39.34 | 46.67 | 38.34 | -1.28% | -5.41% | 2.19% | -11.66% | 31.63% | 2024-12-30 | 1,626.54 | -3,532,147.00 | 7.11 | 3.76% | 10.00% |
| 42 | 600746 | 江苏索普 | 6.49 | -1.07% | 36.07 | 44.26 | 33.33 | 38.25 | -12.26% | -2.30% | 3.15% | -14.87% | -9.99% | 2024-12-30 | 75.79 | -55,705,172.00 | 4.81 | 0.61% | 1.28% |
| 43 | 002145 | 钛能化学 | 4.01 | -3.84% | 31.15 | 21.31 | 56.67 | 37.42 | -7.01% | -3.05% | -5.77% | -6.18% | -6.96% | 2024-12-30 | 152.64 | 82,807,659.00 | 3.49 | 0.96% | 2.59% |
| 44 | 002136 | 安 纳 达 | 11.02 | -0.54% | 37.70 | 36.07 | 38.33 | 37.30 | -1.30% | -1.98% | 1.52% | -13.20% | 10.64% | 2024-12-30 | 23.63 | 1,500,913.00 | 5.27 | 0.00% | 0.40% |
| 45 | 600409 | 三友化工 | 5.74 | -0.69% | 16.39 | 34.43 | 48.33 | 36.38 | -1.93% | -5.69% | 0.88% | -10.81% | 3.24% | 2024-12-30 | 118.49 | -3,206,639.00 | 17.39 | 0.52% | 2.01% |
| 46 | 002601 | 龙佰集团 | 14.28 | 0.14% | 50.82 | 14.75 | 50.00 | 36.07 | 0.33% | -0.57% | -10.68% | -10.47% | -18.91% | 2024-12-30 | 282.71 | -28,932,723.00 | 9.58 | 0.70% | 4.79% |
| 47 | 301256 | 华融化学 | 9.29 | -1.28% | 63.93 | 47.54 | 10.00 | 35.80 | -3.28% | 0.89% | 4.35% | -24.35% | 17.89% | 2024-12-30 | 44.59 | -7,097,305.00 | 3.53 | 1.40% | 0.76% |
| 48 | 000510 | 新金路 | 13.19 | -2.22% | 3.28 | 11.48 | 75.00 | 35.25 | -5.28% | -22.28% | -10.99% | -1.00% | 259.40% | 2024-12-30 | 80.06 | -8,201,402.00 | 1.56 | 0.00% | 1.36% |
| 49 | 002092 | 中泰化学 | 4.21 | -0.24% | 40.98 | 50.82 | 16.67 | 35.19 | -1.78% | -1.69% | 4.88% | -21.41% | -3.44% | 2024-12-30 | 108.43 | -16,751,731.00 | 8.42 | 0.00% | 1.84% |
| 50 | 600618 | 氯碱化工 | 9.53 | 0.21% | 55.74 | 31.15 | 26.67 | 34.27 | -0.31% | -0.02% | -1.35% | -17.51% | -4.99% | 2024-12-30 | 71.46 | -1,149,178.00 | 29.78 | 2.52% | 1.21% |
| 51 | 000830 | 鲁西化工 | 11.25 | -0.27% | 39.34 | 26.23 | 25.00 | 28.36 | 2.15% | -1.71% | -4.62% | -18.68% | -5.38% | 2024-12-30 | 214.22 | -11,544,906.00 | 10.14 | 2.67% | 3.63% |
| 52 | 600328 | 中盐化工 | 5.55 | -0.54% | 52.46 | 24.59 | 6.67 | 22.99 | 0.02% | -0.40% | -4.80% | -27.57% | -31.65% | 2024-12-30 | 81.38 | 3,274,842.00 | 7.93 | 0.45% | 1.38% |
| 53 | 000545 | 金浦钛业 | 2.04 | -0.97% | 54.10 | 8.20 | 15.00 | 20.10 | -2.79% | -0.31% | -11.08% | -22.65% | -7.27% | 2024-12-30 | 20.10 | -10,953,371.00 | 0.65 | 0.00% | 0.34% |
| 54 | 920304 | 迪尔化工 | 8.56 | -1.15% | 83.61 | 3.28 | 5.00 | 20.03 | 1.21% | 7.55% | -16.38% | -28.30% | -31.63% | 2024-12-30 | 11.59 | 1,310,368.00 | 3.11 | 0.00% | 0.20% |
| 55 | 603663 | 三祥新材 | 35.77 | 0.14% | 8.20 | 13.11 | 31.67 | 19.55 | 1.49% | -13.72% | -10.92% | -16.55% | 118.24% | 2024-12-30 | 212.18 | 36,976,555.00 | 13.40 | 0.20% | 3.60% |
| 56 | 000818 | 航锦科技 | 10.64 | 1.53% | 27.87 | 4.92 | 28.33 | 18.87 | 1.25% | -3.64% | -12.30% | -17.09% | -48.35% | 2024-12-30 | 70.03 | -30,576,069.00 | 3.31 | 0.00% | 1.19% |
| 57 | 000683 | 博源化工 | 5.35 | -1.65% | 26.23 | 27.87 | 1.67 | 17.06 | -0.03% | -4.48% | -4.16% | -29.83% | -7.12% | 2024-12-30 | 178.61 | -20,226,946.00 | 3.32 | 5.61% | 3.03% |
| 58 | 300082 | 奥克股份 | 7.23 | 1.12% | 6.56 | 18.03 | 13.33 | 13.86 | -1.77% | -14.67% | -9.70% | -23.42% | 12.79% | 2024-12-30 | 49.04 | -3,591,953.00 | 90.38 | 0.00% | 0.83% |
| 59 | 000990 | 诚志股份 | 5.80 | 0.00% | 24.59 | 0.00 | 0.00 | 4.92 | -2.85% | -4.75% | -33.18% | -41.85% | -27.23% | 2024-12-30 | 98.68 | -11,502,281.00 | 10.55 | 0.00% | 1.67% |
| 60 | 920489 | 佳先股份 | 10.77 | -3.32% | 1.64 | 1.64 | 3.33 | 2.32 | -13.89% | -25.04% | -30.61% | -29.23% | -35.39% | 2024-12-30 | 9.35 | -678,581.00 | 3.50 | 0.00% | 0.16% |
| 61 | 603407 | 长裕集团 | 49.17 | 1.82% | 18.03 | 6.56 | — | — | 2.20% | -5.52% | -12.02% | — | -46.46% | 2026-05-11 | 17.66 | -25,156,617.00 | 10.22 | 0.00% | 0.30% |
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。