EASTMONEY L2 INDUSTRY
医药商业（BK1042）动量观察
所属东方财富一级行业：医药生物。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，医药商业官方综合位次为第23/128位（Rank 74.06）， 加权综合位次为第26/128位（Rank 73.75）。官方20R为87.50 （20日收益-1.29%）；有效成分股为30/30只， 最大单股权重为10.00%。
官方20R、60R、120R分别为87.50、58.59和82.81。 相对上证指数的20日超额收益为4.39%，自基准日以来收益为8.83%。
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26位，20日相对强度为87.50， 20日相对上证指数收益为6.11%。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30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 | 603939 | 益丰药房 | 25.63 | -0.58% | 86.67 | 93.33 | 93.33 | 92.00 | 2.23% | 16.97% | 22.25% | 19.01% | 5.47% | 2024-12-30 | 310.74 | -37,950,146.00 | 9.53 | 2.73% | 10.00% |
| 2 | 603883 | 老百姓 | 14.55 | -0.82% | 90.00 | 90.00 | 90.00 | 90.00 | 1.78% | 17.50% | 22.21% | 15.63% | -15.51% | 2024-12-30 | 110.42 | -37,089,515.00 | 8.61 | 4.88% | 4.62% |
| 3 | 002727 | 一心堂 | 13.25 | 1.30% | 96.67 | 83.33 | 86.67 | 87.33 | 7.78% | 25.36% | 21.17% | 15.07% | -0.82% | 2024-12-30 | 52.66 | -110,778,690.00 | 12.50 | 2.96% | 2.20% |
| 4 | 301017 | 漱玉平民 | 14.57 | 1.67% | 93.33 | 86.67 | 76.67 | 84.00 | 4.41% | 23.63% | 22.18% | 6.90% | 18.17% | 2024-12-30 | 37.69 | 7,852,087.00 | 41.63 | 0.31% | 1.58% |
| 5 | 603368 | 柳药集团 | 16.82 | 5.32% | 83.33 | 73.33 | 80.00 | 78.00 | 9.40% | 14.28% | 13.49% | 9.22% | -8.39% | 2024-12-30 | 66.81 | 78,927,603.00 | 3.39 | 3.95% | 2.79% |
| 6 | 600272 | 开开实业 | 13.64 | 1.34% | 3.33 | 96.67 | 96.67 | 78.00 | -3.18% | -5.15% | 34.32% | 21.66% | -6.45% | 2024-12-30 | 21.82 | -12,139,816.00 | 3.02 | 0.11% | 0.91% |
| 7 | 002589 | 瑞康医药 | 2.98 | 0.68% | 66.67 | 76.67 | 56.67 | 66.67 | -3.96% | 5.27% | 14.70% | -0.93% | -1.97% | 2024-12-30 | 40.69 | 10,604,081.00 | 2.14 | 0.07% | 1.70% |
| 8 | 600511 | 国药股份 | 27.62 | 2.64% | 80.00 | 43.33 | 73.33 | 62.67 | 2.28% | 9.13% | 3.34% | 6.86% | -20.47% | 2024-12-30 | 152.83 | -39,882,680.00 | 25.81 | 2.90% | 6.39% |
| 9 | 000411 | 英特集团 | 9.69 | -0.21% | 43.33 | 60.00 | 60.00 | 56.67 | -1.56% | 2.79% | 8.79% | -0.87% | -10.11% | 2024-12-30 | 54.63 | -3,879,557.00 | 8.65 | 3.65% | 2.28% |
| 10 | 600833 | 第一医药 | 10.11 | -0.30% | 53.33 | 63.33 | 46.67 | 54.67 | -2.82% | 3.82% | 10.56% | -2.36% | -27.21% | 2024-12-30 | 22.55 | -6,277,679.00 | 5.03 | 0.77% | 0.94% |
| 11 | 301126 | 达嘉维康 | 9.65 | -0.62% | 30.00 | 80.00 | 40.00 | 54.00 | -2.92% | 1.69% | 20.18% | -4.65% | -9.56% | 2024-12-30 | 13.46 | -1,497,783.00 | 7.31 | 0.23% | 0.56% |
| 12 | 601607 | 上海医药 | 16.39 | -0.36% | 63.33 | 26.67 | 70.00 | 51.33 | -0.89% | 5.02% | 2.41% | 6.22% | -22.10% | 2024-12-30 | 457.15 | -26,753,319.00 | 182.11 | 2.75% | 10.00% |
| 13 | 600829 | 人民同泰 | 9.03 | 1.12% | 23.33 | 46.67 | 66.67 | 50.00 | -0.94% | 1.43% | 4.14% | 2.57% | 14.02% | 2024-12-30 | 52.36 | -1,514,500.00 | 5.79 | 0.00% | 2.19% |
| 14 | 600713 | 南京医药 | 5.06 | 0.20% | 46.67 | 50.00 | 50.00 | 49.33 | -1.63% | 3.13% | 4.91% | -1.65% | 0.40% | 2024-12-30 | 65.26 | -5,743,877.00 | 5.44 | 5.14% | 2.73% |
| 15 | 603233 | 大参林 | 18.08 | -0.93% | 40.00 | 10.00 | 83.33 | 45.33 | -3.35% | 2.28% | -0.47% | 11.21% | 18.48% | 2024-12-30 | 205.91 | -42,254,589.00 | 6.21 | 4.95% | 8.61% |
| 16 | 600998 | 九州通 | 4.99 | 0.40% | 50.00 | 23.33 | 63.33 | 44.67 | -0.72% | 3.32% | 2.34% | 2.50% | -4.59% | 2024-12-30 | 251.62 | -19,889,154.00 | 5.54 | 3.96% | 10.00% |
| 17 | 000705 | 浙江震元 | 6.76 | -0.29% | 36.67 | 70.00 | 16.67 | 42.00 | -1.99% | 2.17% | 12.25% | -12.00% | -16.54% | 2024-12-30 | 19.06 | 750,550.00 | 28.17 | 0.00% | 0.80% |
| 18 | 605266 | 健之佳 | 15.77 | -0.76% | 73.33 | 40.00 | 26.67 | 41.33 | -1.28% | 7.53% | 3.22% | -6.50% | -33.68% | 2024-12-30 | 24.37 | 376,080.00 | 16.43 | 7.72% | 1.02% |
| 19 | 002462 | 嘉事堂 | 11.79 | -0.25% | 26.67 | 56.67 | 30.00 | 40.00 | -1.12% | 1.51% | 7.52% | -6.33% | -10.68% | 2024-12-30 | 34.36 | -13,087,982.00 | 15.12 | 0.98% | 1.44% |
| 20 | 000028 | 国药一致 | 20.53 | 1.99% | 76.67 | 36.67 | 23.33 | 39.33 | 1.34% | 7.60% | 3.10% | -8.92% | -32.58% | 2024-12-30 | 107.96 | -4,716,981.00 | 31.58 | 2.73% | 4.51% |
| 21 | 002788 | 鹭燕医药 | 10.07 | 1.61% | 16.67 | 66.67 | 13.33 | 35.33 | -0.70% | 0.37% | 11.16% | -19.81% | 20.17% | 2024-12-30 | 38.45 | 4,468,601.00 | 8.12 | 3.48% | 1.61% |
| 22 | 000950 | 重药控股 | 5.17 | 0.58% | 60.00 | 16.67 | 36.67 | 33.33 | -1.01% | 3.91% | 0.37% | -4.69% | -7.68% | 2024-12-30 | 88.55 | -13,315,019.00 | 6.80 | 1.16% | 3.70% |
| 23 | 002390 | 信邦制药 | 2.85 | 0.00% | 33.33 | 13.33 | 53.33 | 33.33 | -0.29% | 1.85% | 0.20% | -1.08% | -36.95% | 2024-12-30 | 54.94 | -7,432,241.00 | 2.91 | 3.08% | 2.30% |
| 24 | 301408 | 华人健康 | 13.98 | -0.64% | 70.00 | 33.33 | 10.00 | 31.33 | -0.66% | 5.44% | 2.85% | -20.87% | 22.74% | 2024-12-30 | 32.01 | -18,384,941.00 | 16.07 | 0.72% | 1.34% |
| 25 | 600056 | 中国医药 | 8.88 | -0.56% | 60.00 | 6.67 | 33.33 | 28.00 | -1.41% | 3.91% | -2.12% | -5.77% | -22.04% | 2024-12-30 | 132.79 | -33,306,151.00 | 8.00 | 0.85% | 5.55% |
| 26 | 301015 | 百洋医药 | 22.42 | 0.36% | 13.33 | 20.00 | 43.33 | 28.00 | -12.92% | -0.72% | 0.97% | -3.49% | -10.32% | 2024-12-30 | 117.83 | -52,463,825.00 | 4.37 | 2.55% | 4.93% |
| 27 | 603716 | 塞力医疗 | 14.79 | 1.51% | 10.00 | 53.33 | 6.67 | 26.00 | -1.00% | -2.48% | 7.27% | -23.50% | 96.41% | 2024-12-30 | 33.39 | -20,835,238.00 | 4.83 | 0.00% | 1.40% |
| 28 | 300937 | 药易购 | 22.51 | -0.35% | 20.00 | 30.00 | 20.00 | 24.00 | -1.12% | 0.52% | 2.64% | -10.40% | -11.62% | 2024-12-30 | 14.60 | -750,833.00 | 8.49 | 0.00% | 0.61% |
| 29 | 301584 | 建发致新 | 17.97 | -1.05% | 6.67 | 0.00 | 3.33 | 2.67 | 1.49% | -4.12% | -15.32% | -24.77% | -50.85% | 2025-09-25 | 42.87 | 3,218,493.00 | 5.06 | 1.66% | 1.79% |
| 30 | 000078 | ST海王 | 1.35 | -2.88% | 0.00 | 3.33 | 0.00 | 1.33 | -2.13% | -6.09% | -10.64% | -54.13% | -48.67% | 2024-12-30 | 35.50 | -25,714,322.00 | 0.39 | 0.00% | 1.48% |
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。