EASTMONEY L2 INDUSTRY
电子化学品Ⅱ（BK1039）动量观察
所属东方财富一级行业：电子。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，电子化学品Ⅱ官方综合位次为第91/128位（Rank 35.62）， 加权综合位次为第93/128位（Rank 30.94）。官方20R为0.00 （20日收益-22.17%）；有效成分股为35/37只， 最大单股权重为8.65%。
官方20R、60R、120R分别为0.00、10.94和78.12。 相对上证指数的20日超额收益为-16.49%，自基准日以来收益为72.63%。
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93位，20日相对强度为1.56， 20日相对上证指数收益为-13.79%。官方指数与加权口径的位次差为2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37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 | 300684 | 中石科技 | 79.00 | 0.38% | 81.08 | 97.22 | 91.43 | 91.68 | -7.35% | -7.21% | 58.45% | 35.07% | 237.03% | 2024-12-30 | 161.93 | -119,810,541.00 | 6.92 | 0.93% | 3.23% |
| 2 | 002584 | 西陇科学 | 7.79 | -1.64% | 83.78 | 91.67 | 77.14 | 84.28 | -5.04% | -6.34% | 14.26% | 9.32% | 4.70% | 2024-12-30 | 37.48 | -62,618,562.00 | 3.78 | 0.00% | 0.75% |
| 3 | 603002 | 宏昌电子 | 15.30 | 3.24% | 40.54 | 88.89 | 85.71 | 77.95 | -7.71% | -14.75% | 9.73% | 19.81% | 172.24% | 2024-12-30 | 173.51 | -96,237,615.00 | 3.07 | 0.10% | 3.46% |
| 4 | 300481 | 濮阳惠成 | 12.71 | -0.08% | 94.59 | 80.56 | 48.57 | 70.57 | 0.43% | -3.11% | -0.30% | -5.69% | -18.00% | 2024-12-30 | 36.87 | -13,887,166.00 | 8.10 | 3.15% | 0.74% |
| 5 | 301630 | 同宇新材 | 178.34 | 3.66% | 86.49 | 86.11 | 37.14 | 66.60 | -3.97% | -5.82% | 8.41% | -8.14% | -6.90% | 2025-07-10 | 37.42 | 14,539,814.00 | 162.13 | 0.88% | 0.75% |
| 6 | 600330 | 天通股份 | 23.21 | 5.64% | 24.32 | 94.44 | 57.14 | 65.50 | 4.50% | -16.13% | 25.24% | -0.71% | 213.23% | 2024-12-30 | 286.28 | 182,921,463.00 | 12.82 | 0.00% | 5.72% |
| 7 | 300236 | 上海新阳 | 77.20 | 4.93% | 89.19 | 52.78 | 60.00 | 62.95 | 4.79% | -5.19% | -13.53% | -0.67% | 98.15% | 2024-12-30 | 215.16 | 92,592,608.00 | 1,544.00 | 0.62% | 4.30% |
| 8 | 920526 | 凯华材料 | 20.18 | 3.75% | 75.68 | 63.89 | 45.71 | 58.98 | 6.71% | -9.03% | -10.90% | -5.70% | -21.33% | 2024-12-30 | 10.57 | -8,900,139.00 | 2.78 | 0.00% | 0.21% |
| 9 | 688549 | 中巨芯-U | 18.35 | -0.16% | 18.92 | 36.11 | 97.14 | 57.09 | -1.11% | -17.20% | -19.14% | 97.59% | 100.11% | 2024-12-30 | 271.08 | -106,789,105.00 | 2.04 | 0.00% | 5.41% |
| 10 | 300054 | 鼎龙股份 | 58.20 | 0.19% | 67.57 | 25.00 | 82.86 | 56.66 | -1.42% | -10.52% | -20.81% | 16.23% | 114.36% | 2024-12-30 | 433.32 | -170,246,471.00 | 5.89 | 0.17% | 8.65% |
| 11 | 688545 | 兴福电子 | 60.86 | -1.93% | 32.43 | 33.33 | 88.57 | 55.25 | 0.24% | -15.54% | -19.79% | 25.28% | 122.20% | 2025-01-22 | 110.92 | 22,898,998.00 | 54.83 | 0.49% | 2.21% |
| 12 | 300285 | 国瓷材料 | 46.93 | 1.51% | 2.70 | 41.67 | 94.29 | 54.92 | -4.55% | -25.62% | -17.74% | 37.59% | 163.06% | 2024-12-30 | 400.35 | -295,885,721.00 | 7.30 | 0.32% | 7.99% |
| 13 | 688603 | 天承科技 | 90.34 | -0.14% | 16.22 | 58.33 | 68.57 | 54.01 | -4.88% | -18.59% | -11.10% | 2.90% | -22.98% | 2024-12-30 | 112.68 | -14,575,118.00 | 9.96 | 0.16% | 2.25% |
| 14 | 688548 | 广钢气体 | 27.06 | 0.26% | 97.30 | 16.67 | 65.71 | 52.41 | 2.41% | -0.80% | -23.34% | 0.32% | 164.77% | 2024-12-30 | 357.03 | 12,771,787.00 | 4.68 | 0.22% | 7.13% |
| 15 | 002741 | 光华科技 | 18.92 | -0.99% | 13.51 | 50.00 | 71.43 | 51.27 | -12.09% | -20.35% | -14.85% | 3.29% | 7.93% | 2024-12-30 | 81.36 | -120,032,999.00 | 4.33 | 0.52% | 1.62% |
| 16 | 688035 | 德邦科技 | 57.51 | -2.26% | 43.24 | 72.22 | 34.29 | 51.25 | -3.03% | -14.52% | -6.63% | -9.06% | 48.11% | 2024-12-30 | 81.80 | 984,781.00 | 21.07 | 0.43% | 1.63% |
| 17 | 300537 | 广信材料 | 17.52 | 0.29% | 51.35 | 77.78 | 22.86 | 50.52 | -1.28% | -14.26% | -1.38% | -16.09% | -16.69% | 2024-12-30 | 26.59 | -6,839,126.00 | 4.39 | 0.00% | 0.53% |
| 18 | 002643 | 万润股份 | 11.53 | -0.26% | 78.38 | 66.67 | 20.00 | 50.34 | 0.66% | -8.41% | -10.68% | -22.64% | -9.43% | 2024-12-30 | 104.03 | -24,398,318.00 | 7.74 | 1.08% | 2.08% |
| 19 | 603931 | 格林达 | 28.69 | -0.86% | 62.16 | 27.78 | 62.86 | 48.69 | -2.45% | -11.95% | -20.58% | -0.20% | 18.46% | 2024-12-30 | 57.25 | -2,380,609.00 | 10.67 | 0.87% | 1.14% |
| 20 | 688683 | 莱尔科技 | 25.21 | 0.76% | 70.27 | 83.33 | 2.86 | 48.53 | -3.14% | -9.84% | 1.86% | -29.12% | 24.31% | 2024-12-30 | 40.61 | 1,591,640.00 | 7.50 | 0.32% | 0.81% |
| 21 | 688550 | 瑞联新材 | 33.32 | -0.18% | 91.89 | 38.89 | 31.43 | 46.51 | 1.92% | -4.57% | -18.14% | -11.82% | 3.57% | 2024-12-30 | 58.67 | 8,842,883.00 | 81.27 | 3.03% | 1.17% |
| 22 | 300429 | 强力新材 | 9.31 | -0.64% | 56.76 | 75.00 | 11.43 | 45.92 | -1.78% | -13.11% | -1.57% | -26.35% | -25.99% | 2024-12-30 | 39.24 | 703,321.00 | 11.08 | 0.00% | 0.78% |
| 23 | 603078 | 江化微 | 25.28 | -1.21% | 29.73 | 19.44 | 80.00 | 45.72 | -2.04% | -15.58% | -21.99% | 15.22% | 43.47% | 2024-12-30 | 97.49 | -82,417,039.00 | 5.13 | 0.36% | 1.95% |
| 24 | 300398 | 飞凯材料 | 27.95 | 0.00% | 21.62 | 44.44 | 54.29 | 43.82 | 0.03% | -16.73% | -16.73% | -2.34% | 68.47% | 2024-12-30 | 158.54 | -97,802,787.00 | 9.10 | 0.41% | 3.17% |
| 25 | 300655 | 晶瑞电材 | 10.54 | -0.38% | 59.46 | 55.56 | 17.14 | 40.97 | -2.22% | -12.50% | -11.36% | -23.55% | 7.66% | 2024-12-30 | 118.21 | -36,300,543.00 | 2.32 | 0.11% | 2.36% |
| 26 | 300576 | 容大感光 | 24.01 | 0.17% | 64.86 | 61.11 | 5.71 | 39.70 | 0.29% | -10.94% | -11.00% | -27.70% | -49.56% | 2024-12-30 | 62.80 | -15,787,625.00 | 4.31 | 0.26% | 1.25% |
| 27 | 301319 | 唯特偶 | 69.64 | -0.95% | 10.81 | 13.89 | 74.29 | 37.43 | -1.68% | -21.82% | -23.35% | 5.78% | 130.67% | 2024-12-30 | 95.77 | -61,082,311.00 | 6.59 | 0.49% | 1.91% |
| 28 | 300346 | 南大光电 | 42.45 | 0.07% | 37.84 | 22.22 | 40.00 | 32.46 | -1.62% | -15.00% | -21.24% | -7.96% | 4.43% | 2024-12-30 | 281.02 | -177,575,913.00 | 5.05 | 0.85% | 5.61% |
| 29 | 688150 | 莱特光电 | 35.39 | 13.32% | 45.95 | 47.22 | 8.57 | 31.51 | 9.20% | -14.49% | -16.68% | -27.23% | 53.47% | 2024-12-30 | 142.42 | 9,990,919.00 | 16.62 | 0.34% | 2.84% |
| 30 | 688019 | 安集科技 | 189.00 | -0.17% | 72.97 | 11.11 | 25.71 | 29.32 | -0.29% | -9.76% | -23.95% | -14.46% | 30.62% | 2024-12-30 | 431.59 | 148,310,487.00 | 3,780.00 | 0.20% | 8.62% |
| 31 | 688359 | 三孚新科 | 83.95 | 2.96% | 27.03 | 2.78 | 51.43 | 27.09 | -4.18% | -15.84% | -28.38% | -4.41% | 108.05% | 2024-12-30 | 83.68 | -27,531,323.00 | 7.22 | 0.00% | 1.67% |
| 32 | 688268 | 华特气体 | 107.17 | -0.46% | 54.05 | 5.56 | 28.57 | 24.46 | -2.81% | -13.90% | -27.42% | -12.71% | 125.72% | 2024-12-30 | 136.84 | -110,804,048.00 | 20.34 | 0.47% | 2.73% |
| 33 | 688106 | 金宏气体 | 21.22 | 0.71% | 48.65 | 8.33 | 14.29 | 18.78 | -4.79% | -14.34% | -27.05% | -25.63% | 21.81% | 2024-12-30 | 112.58 | -99,782,560.00 | 7.47 | 1.17% | 2.25% |
| 34 | 688371 | 菲沃泰 | 17.90 | -0.83% | 5.41 | 0.00 | 42.86 | 18.22 | -5.48% | -22.73% | -30.83% | -7.55% | 11.60% | 2024-12-30 | 60.05 | -496,308.00 | 5.70 | 0.27% | 1.20% |
| 35 | 301489 | 思泉新材 | 91.16 | 3.13% | 8.11 | 30.56 | 0.00 | 13.84 | 0.63% | -21.90% | -20.12% | -48.85% | 30.32% | 2024-12-30 | 63.43 | -38,419,924.00 | 13.23 | 0.17% | 1.27% |
| 36 | 603435 | 嘉德利 | 38.80 | -0.77% | 35.14 | 69.44 | — | — | -2.04% | -15.27% | -9.96% | — | -69.61% | 2026-05-22 | 13.85 | -2,087,286.00 | 41.28 | 0.00% | 0.28% |
| 37 | 920189 | 康美特 | 18.17 | 4.01% | 0.00 | — | — | — | -13.77% | -31.88% | — | — | -55.41% | 2026-07-08 | 15.42 | -241,908.00 | 5.39 | 0.00% | 0.31% |
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。