EASTMONEY L2 INDUSTRY
光伏设备（BK1031）动量观察
所属东方财富一级行业：电力设备。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，光伏设备官方综合位次为第127/128位（Rank 7.34）， 加权综合位次为第124/128位（Rank 7.34）。官方20R为16.41 （20日收益-10.83%）；有效成分股为62/68只， 最大单股权重为10.00%。
官方20R、60R、120R分别为16.41、7.81和2.34。 相对上证指数的20日超额收益为-5.16%，自基准日以来收益为-10.11%。
多个观察周期的相对强度低于行业中位水平，当前趋势偏弱。
两种口径对照
成分股加权口径的综合位次为第124位，20日相对强度为17.97， 20日相对上证指数收益为-4.75%。官方指数与加权口径的位次差为3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68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 | 002623 | 亚玛顿 | 18.72 | 2.74% | 95.16 | 98.39 | 91.94 | 95.16 | -3.15% | 19.61% | 43.62% | -7.00% | 18.41% | 2024-12-30 | 36.06 | -11,512,867.00 | 13.37 | 2.14% | 0.37% |
| 2 | 301168 | 通灵股份 | 41.33 | 2.30% | 91.94 | 83.87 | 96.77 | 90.65 | -1.47% | 8.07% | 11.35% | 4.20% | 49.31% | 2024-12-30 | 39.39 | 11,334,323.00 | 37.23 | 0.05% | 0.40% |
| 3 | 603396 | 金辰股份 | 26.55 | -1.37% | 87.10 | 96.77 | 79.03 | 87.74 | -4.84% | 5.33% | 23.08% | -15.82% | -4.46% | 2024-12-30 | 36.78 | 6,086,159.00 | 85.65 | 0.56% | 0.38% |
| 4 | 600207 | 安彩高科 | 4.54 | -0.87% | 50.00 | 95.16 | 90.32 | 84.19 | -12.90% | -2.09% | 18.56% | -10.35% | -0.87% | 2024-12-30 | 49.45 | -50,808,062.00 | 1.56 | 0.00% | 0.51% |
| 5 | 002129 | TCL中环 | 8.84 | -0.56% | 88.71 | 58.06 | 98.39 | 80.32 | -5.61% | 5.87% | 2.25% | 11.07% | -3.60% | 2024-12-30 | 357.11 | -233,229,888.00 | 4.56 | 0.00% | 3.65% |
| 6 | 600732 | 爱旭股份 | 11.83 | 1.46% | 96.77 | 69.35 | 82.26 | 80.00 | 13.25% | 20.93% | 5.99% | -15.50% | 4.41% | 2024-12-30 | 249.05 | 112,096,092.00 | 3.52 | 0.00% | 2.54% |
| 7 | 301658 | 首航新能 | 25.91 | 1.13% | 98.39 | 93.55 | 56.45 | 79.68 | 8.86% | 25.56% | 17.76% | -28.88% | -36.26% | 2025-04-02 | 25.24 | 64,978,460.00 | 50.80 | 0.28% | 0.26% |
| 8 | 603628 | 清源股份 | 9.92 | 1.02% | 72.58 | 90.32 | 70.97 | 79.03 | 0.84% | 2.82% | 15.75% | -17.48% | -22.86% | 2024-12-30 | 27.00 | -5,531,186.00 | 4.82 | 0.43% | 0.28% |
| 9 | 688680 | 海优新材 | 34.82 | -0.06% | 93.55 | 80.65 | 66.13 | 77.42 | 0.64% | 13.38% | 10.79% | -22.34% | -1.78% | 2024-12-30 | 33.97 | 3,797,600.00 | 62.18 | 0.00% | 0.35% |
| 10 | 688560 | 明冠新材 | 11.61 | -2.03% | 70.97 | 88.71 | 67.74 | 76.77 | -2.53% | 2.47% | 15.23% | -21.15% | -12.64% | 2024-12-30 | 23.37 | -3,889,966.00 | 12.76 | 0.00% | 0.24% |
| 11 | 603212 | 赛伍技术 | 10.39 | -0.29% | 37.10 | 82.26 | 83.87 | 73.87 | -2.27% | -4.14% | 11.03% | -13.63% | -1.05% | 2024-12-30 | 45.46 | -18,248,720.00 | 5.47 | 0.00% | 0.46% |
| 12 | 001269 | 欧晶科技 | 17.30 | -0.75% | 45.16 | 74.19 | 87.10 | 73.55 | 0.30% | -2.92% | 6.77% | -11.21% | -42.12% | 2024-12-30 | 33.29 | -3,317,465.00 | 3.33 | 0.00% | 0.34% |
| 13 | 301278 | 快可电子 | 26.92 | -1.10% | 79.03 | 87.10 | 53.23 | 71.94 | -1.83% | 3.99% | 14.06% | -29.24% | -26.04% | 2024-12-30 | 14.56 | -3,189,513.00 | 15.93 | 0.15% | 0.15% |
| 14 | 300345 | 华民股份 | 5.86 | -1.18% | 11.29 | 75.81 | 95.16 | 70.65 | -3.28% | -13.08% | 8.75% | -2.17% | 1.56% | 2024-12-30 | 28.25 | 602,200.00 | 0.62 | 0.00% | 0.29% |
| 15 | 300080 | 易成新能 | 3.48 | 0.00% | 58.06 | 66.13 | 80.65 | 70.32 | -4.25% | -1.26% | 4.79% | -15.75% | -23.18% | 2024-12-30 | 65.18 | -12,657,801.00 | 2.20 | 0.00% | 0.67% |
| 16 | 300827 | 上能电气 | 23.89 | -3.86% | 85.48 | 64.52 | 64.52 | 68.71 | -1.53% | 4.93% | 4.46% | -25.63% | -46.67% | 2024-12-30 | 104.29 | -41,434,009.00 | 7.71 | 0.50% | 1.07% |
| 17 | 600438 | 通威股份 | 11.25 | 0.00% | 83.87 | 77.42 | 51.61 | 68.39 | 0.30% | 4.81% | 8.86% | -29.51% | -50.22% | 2024-12-30 | 506.47 | -114,904,483.00 | 7.17 | 0.00% | 5.17% |
| 18 | 688303 | 大全能源 | 16.27 | 0.00% | 77.42 | 54.84 | 69.35 | 65.16 | 2.12% | 3.42% | 1.99% | -20.57% | -34.84% | 2024-12-30 | 346.95 | -35,820,732.00 | 17.31 | 0.00% | 3.54% |
| 19 | 301636 | 泽润新能 | 38.30 | -0.93% | 90.32 | 85.48 | 27.42 | 63.23 | -4.13% | 7.20% | 12.78% | -36.34% | -41.93% | 2025-05-16 | 14.47 | -36,162,442.00 | 16.80 | 0.00% | 0.15% |
| 20 | 688726 | 拉普拉斯 | 38.99 | 1.93% | 59.68 | 61.29 | 61.29 | 60.97 | 1.18% | -1.08% | 4.15% | -27.10% | -17.57% | 2024-12-30 | 85.75 | -13,692,650.00 | 10.60 | 0.80% | 0.88% |
| 21 | 603185 | 弘元绿能 | 13.97 | -0.85% | 82.26 | 79.03 | 30.65 | 60.32 | -3.46% | 4.71% | 9.83% | -34.48% | -18.49% | 2024-12-30 | 94.86 | -28,534,239.00 | 16.63 | 1.07% | 0.97% |
| 22 | 300093 | 金刚光伏 | 18.63 | -2.77% | 29.03 | 45.16 | 88.71 | 59.35 | -6.33% | -7.03% | -3.21% | -10.40% | 30.46% | 2024-12-30 | 51.98 | -8,677,452.00 | 3.73 | 0.00% | 0.53% |
| 23 | 603381 | 永臻股份 | 13.87 | -1.91% | 67.74 | 72.58 | 38.71 | 58.06 | -0.75% | 2.00% | 6.73% | -33.11% | -37.30% | 2024-12-30 | 19.71 | 3,867,528.00 | 4.95 | 0.00% | 0.20% |
| 24 | 301266 | 宇邦新材 | 22.00 | -0.77% | 48.39 | 91.94 | 29.03 | 58.06 | -1.82% | -2.31% | 16.22% | -34.71% | -37.11% | 2024-12-30 | 29.84 | -6,890,747.00 | 66.67 | 1.06% | 0.30% |
| 25 | 601012 | 隆基绿能 | 10.99 | 0.37% | 74.19 | 43.55 | 59.68 | 56.13 | 2.45% | 3.10% | -3.96% | -27.80% | -32.33% | 2024-12-30 | 832.83 | -180,688,759.00 | 6.35 | 0.00% | 8.51% |
| 26 | 601865 | 福莱特 | 9.03 | -0.11% | 64.52 | 53.23 | 54.84 | 56.13 | 0.13% | 0.80% | 0.70% | -29.04% | -55.54% | 2024-12-30 | 171.66 | -24,527,377.00 | 9.03 | 1.65% | 1.75% |
| 27 | 000821 | ST京机 | 6.82 | -0.44% | 38.71 | 67.74 | 46.77 | 53.55 | -0.57% | -3.92% | 5.25% | -30.55% | -47.50% | 2024-12-30 | 40.82 | -8,412,084.00 | 227.33 | 0.48% | 0.42% |
| 28 | 603806 | 福斯特 | 13.09 | -0.53% | 35.48 | 41.94 | 72.58 | 52.90 | -2.24% | -4.68% | -4.16% | -17.17% | -13.82% | 2024-12-30 | 341.48 | -24,904,984.00 | 100.69 | 2.06% | 3.49% |
| 29 | 688429 | 时创能源 | 8.82 | -0.56% | 51.61 | 56.45 | 50.00 | 52.90 | -3.11% | -1.96% | 2.03% | -29.68% | -49.19% | 2024-12-30 | 35.28 | -822,868.00 | 2.83 | 0.00% | 0.36% |
| 30 | 002079 | 苏州固锝 | 7.91 | 0.00% | 30.65 | 30.65 | 77.42 | 49.35 | -0.54% | -6.81% | -8.97% | -16.50% | -25.45% | 2024-12-30 | 64.16 | 5,974,788.00 | 6.70 | 0.21% | 0.66% |
| 31 | 600481 | 双良节能 | 3.78 | -0.26% | 40.32 | 62.90 | 37.10 | 48.06 | -2.38% | -3.89% | 4.18% | -33.15% | -34.49% | 2024-12-30 | 78.03 | -29,839,503.00 | 1.93 | 0.00% | 0.80% |
| 32 | 003022 | 联泓新科 | 16.60 | -1.01% | 19.35 | 33.87 | 75.81 | 47.74 | -4.03% | -9.04% | -7.03% | -16.71% | 17.73% | 2024-12-30 | 221.52 | -17,281,757.00 | 5.85 | 0.42% | 2.26% |
| 33 | 300842 | 帝科股份 | 53.00 | 3.13% | 22.58 | 46.77 | 58.06 | 46.45 | 6.49% | -8.44% | -3.10% | -28.29% | 25.35% | 2024-12-30 | 68.51 | 18,752,089.00 | 1,766.67 | 0.00% | 0.70% |
| 34 | 002459 | 晶澳科技 | 6.46 | -0.31% | 69.35 | 37.10 | 43.55 | 46.13 | -0.98% | 2.24% | -5.23% | -31.59% | -54.38% | 2024-12-30 | 213.62 | -11,486,586.00 | 5.82 | 0.00% | 2.18% |
| 35 | 688223 | 晶科能源 | 3.80 | 1.60% | 80.65 | 38.71 | 35.48 | 45.81 | 4.42% | 4.18% | -5.17% | -34.21% | -48.02% | 2024-12-30 | 389.11 | -40,599,988.00 | 2.24 | 0.00% | 3.97% |
| 36 | 002056 | 横店东磁 | 17.21 | 0.06% | 24.19 | 8.06 | 93.55 | 45.48 | -1.22% | -8.41% | -20.73% | -3.24% | 29.59% | 2024-12-30 | 279.67 | -25,697,710.00 | 6.30 | 4.75% | 2.86% |
| 37 | 688599 | 天合光能 | 10.44 | 0.10% | 66.13 | 16.13 | 62.90 | 44.84 | -0.63% | 1.03% | -15.22% | -26.45% | -47.85% | 2024-12-30 | 244.56 | -99,444,338.00 | 8.70 | 0.00% | 2.50% |
| 38 | 300316 | 晶盛机电 | 32.96 | 0.49% | 14.52 | 27.42 | 74.19 | 43.55 | -0.52% | -12.13% | -10.50% | -17.16% | -0.36% | 2024-12-30 | 405.92 | -11,640,291.00 | 13.03 | 0.64% | 4.15% |
| 39 | 688516 | 奥特维 | 39.04 | 2.33% | 62.90 | 59.68 | 14.52 | 42.26 | 5.05% | 0.07% | 2.78% | -41.38% | -12.70% | 2024-12-30 | 122.88 | -5,549,274.00 | 11.19 | 2.82% | 1.26% |
| 40 | 300724 | 捷佳伟创 | 50.66 | 1.36% | 75.81 | 40.32 | 25.81 | 41.61 | 1.58% | 3.27% | -5.03% | -36.42% | -22.93% | 2024-12-30 | 147.10 | 27,783,071.00 | 38.09 | 2.36% | 1.50% |
| 41 | 688348 | 昱能科技 | 27.91 | -2.17% | 61.29 | 50.00 | 20.97 | 40.65 | -3.47% | -0.21% | -2.14% | -37.76% | -45.15% | 2024-12-30 | 43.62 | -8,552,837.00 | 20.83 | 0.00% | 0.45% |
| 42 | 300776 | 帝尔激光 | 87.12 | 0.30% | 6.45 | 3.23 | 85.48 | 36.77 | -4.68% | -15.98% | -24.85% | -13.33% | 31.96% | 2024-12-30 | 156.22 | -31,396,403.00 | 17.29 | 0.45% | 1.60% |
| 43 | 688032 | 禾迈股份 | 64.33 | -1.41% | 56.45 | 29.03 | 32.26 | 35.81 | 0.04% | -1.39% | -9.13% | -34.41% | -44.59% | 2024-12-30 | 79.82 | -8,803,440.00 | 44.06 | 0.00% | 0.82% |
| 44 | 300051 | 琏升科技 | 7.16 | 0.42% | 20.97 | 70.97 | 3.23 | 33.87 | -0.48% | -8.56% | 6.06% | -51.38% | 3.92% | 2024-12-30 | 26.34 | 5,696,470.00 | 0.28 | 0.00% | 0.27% |
| 45 | 688472 | 阿特斯 | 7.72 | -1.78% | 54.84 | 11.29 | 45.16 | 33.55 | -3.60% | -1.59% | -19.11% | -31.22% | -36.62% | 2024-12-30 | 281.25 | -83,835,429.00 | 6.23 | 1.26% | 2.87% |
| 46 | 002506 | 协鑫集成 | 2.27 | -0.44% | 41.94 | 51.61 | 9.68 | 32.90 | -1.97% | -3.05% | -1.89% | -42.23% | -17.45% | 2024-12-30 | 132.67 | -17,418,219.00 | 0.12 | 0.00% | 1.36% |
| 47 | 002150 | 正泰电源 | 18.02 | 0.78% | 32.26 | 17.74 | 48.39 | 32.90 | 0.34% | -5.08% | -14.29% | -30.40% | 39.91% | 2024-12-30 | 64.72 | -17,017,834.00 | 15.40 | 0.55% | 0.66% |
| 48 | 300118 | 东方日升 | 8.30 | 0.85% | 43.55 | 35.48 | 17.74 | 30.00 | -0.34% | -2.93% | -6.74% | -40.84% | -33.81% | 2024-12-30 | 76.90 | -17,861,329.00 | 6.86 | 0.00% | 0.79% |
| 49 | 300393 | 中来股份 | 5.16 | 0.19% | 25.81 | 48.39 | 11.29 | 29.03 | -5.42% | -8.33% | -2.77% | -42.20% | -20.12% | 2024-12-30 | 48.71 | -15,569,874.00 | 1.66 | 0.00% | 0.50% |
| 50 | 688408 | 中信博 | 20.83 | -1.42% | 46.77 | 25.81 | 16.13 | 26.13 | -0.77% | -2.34% | -11.58% | -41.27% | -70.66% | 2024-12-30 | 45.63 | -16,762,376.00 | 17.80 | 0.00% | 0.47% |
| 51 | 002865 | 钧达股份 | 34.65 | 4.18% | 53.23 | 24.19 | 4.84 | 22.26 | 2.19% | -1.62% | -12.31% | -46.62% | -32.32% | 2024-12-30 | 79.29 | 62,828,368.00 | 12.03 | 0.00% | 0.81% |
| 52 | 300763 | 锦浪科技 | 47.71 | -0.91% | 27.42 | 20.97 | 19.35 | 21.61 | -3.05% | -8.24% | -13.34% | -39.85% | -24.68% | 2024-12-30 | 153.43 | -108,714,493.00 | 23.39 | 0.42% | 1.57% |
| 53 | 603398 | *ST沐邦 | 6.91 | -4.03% | 3.23 | 9.68 | 40.32 | 20.65 | -14.80% | -19.56% | -20.56% | -32.16% | -69.61% | 2024-12-30 | 29.96 | -27,325,523.00 | — | 0.00% | 0.31% |
| 54 | 300751 | 迈为股份 | 139.81 | -2.09% | 0.00 | 4.84 | 41.94 | 18.71 | -4.23% | -23.33% | -24.50% | -31.72% | 29.39% | 2024-12-30 | 269.62 | -181,204,339.00 | 28.36 | 0.71% | 2.75% |
| 55 | 688556 | 高测股份 | 6.78 | 0.89% | 33.87 | 19.35 | 8.06 | 17.74 | 1.73% | -4.83% | -14.20% | -42.30% | -40.89% | 2024-12-30 | 56.33 | -2,689,957.00 | 4.16 | 0.00% | 0.58% |
| 56 | 688390 | 固德威 | 48.73 | -2.36% | 12.90 | 12.90 | 22.58 | 16.77 | -3.96% | -12.39% | -18.12% | -37.65% | 14.77% | 2024-12-30 | 118.47 | -67,593,907.00 | 12.59 | 0.00% | 1.21% |
| 57 | 688503 | 聚和材料 | 52.84 | -0.28% | 1.61 | 6.45 | 33.87 | 16.45 | -9.75% | -22.66% | -22.28% | -34.22% | 12.81% | 2024-12-30 | 127.89 | -58,616,796.00 | 19.86 | 0.78% | 1.31% |
| 58 | 603778 | 国晟科技 | 7.55 | -0.66% | 9.68 | 32.26 | 0.00 | 14.84 | -1.39% | -13.66% | -7.99% | -61.50% | 145.13% | 2024-12-30 | 48.54 | -44,373,765.00 | 0.35 | 0.00% | 0.50% |
| 59 | 300274 | 阳光电源 | 72.30 | -4.92% | 16.13 | 1.61 | 24.19 | 13.55 | -5.96% | -10.40% | -26.62% | -37.62% | -3.72% | 2024-12-30 | 1,147.73 | -1,025,696,354.00 | 23.55 | 1.83% | 10.00% |
| 60 | 600537 | *ST亿晶 | 1.69 | -1.74% | 8.06 | 14.52 | 12.90 | 12.58 | -14.48% | -15.61% | -15.22% | -41.58% | -44.77% | 2024-12-30 | 20.00 | -47,784,876.00 | — | 0.00% | 0.20% |
| 61 | 605117 | 德业股份 | 67.45 | -3.92% | 4.84 | 22.58 | 6.45 | 12.58 | -6.27% | -16.84% | -13.09% | -43.97% | -20.51% | 2024-12-30 | 858.83 | -90,342,288.00 | 7.42 | 4.28% | 8.77% |
| 62 | 688717 | 艾罗能源 | 37.07 | -2.78% | 17.74 | 0.00 | 1.61 | 4.19 | -1.42% | -9.55% | -30.79% | -56.50% | -20.94% | 2024-12-30 | 36.72 | -22,960,691.00 | 27.06 | 2.53% | 0.38% |
| 63 | 920007 | 酉立智能 | 30.40 | 0.33% | — | — | — | — | -13.83% | — | — | — | -15.27% | 2026-08-04 | 3.56 | 45,385.00 | 14.62 | 0.00% | 0.04% |
| 64 | 920167 | 同享科技 | 12.90 | 0.55% | — | — | — | — | -14.90% | — | — | — | -16.34% | 2026-08-04 | 8.43 | -1,063,462.00 | 6.11 | 0.00% | 0.09% |
| 65 | 920368 | 连城数控 | 21.09 | -0.05% | — | — | — | — | -12.34% | — | — | — | -13.78% | 2026-08-04 | 47.10 | 1,095,162.00 | 18.03 | 0.00% | 0.48% |
| 66 | 920414 | 欧普泰 | 7.38 | -0.14% | — | — | — | — | -7.79% | — | — | — | -9.23% | 2026-08-04 | 4.14 | -60,669.00 | 3.31 | 0.00% | 0.04% |
| 67 | 920770 | 艾能聚 | 9.67 | -0.10% | — | — | — | — | -7.51% | — | — | — | -8.95% | 2026-08-04 | 7.92 | -4,356,772.00 | 4.74 | 0.00% | 0.08% |
| 68 | 920985 | 海泰新能 | 4.49 | -2.39% | — | — | — | — | -4.23% | — | — | — | -5.67% | 2026-08-04 | 9.85 | -1,131,060.00 | 1.68 | 0.00% | 0.10% |
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。