EASTMONEY L2 INDUSTRY
游戏Ⅱ（BK1046）动量观察
所属东方财富一级行业：传媒。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，游戏Ⅱ官方综合位次为第46/128位（Rank 60.47）， 加权综合位次为第100/128位（Rank 27.34）。官方20R为91.41 （20日收益0.66%）；有效成分股为24/24只， 最大单股权重为10.00%。
官方20R、60R、120R分别为91.41、57.81和47.66。 相对上证指数的20日超额收益为6.34%，自基准日以来收益为17.19%。
20日相对强度明显领先，但长期排名仍偏后，属于近期加速型结构。
两种口径对照
成分股加权口径的综合位次为第100位，20日相对强度为32.03， 20日相对上证指数收益为-1.30%。官方指数与加权口径的位次差为54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24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 | 300031 | 宝通科技 | 26.36 | 0.34% | 95.83 | 91.67 | 91.67 | 92.50 | 16.50% | 32.56% | 38.47% | 31.61% | 37.15% | 2024-12-30 | 94.52 | -151,469,252.00 | 9.84 | 0.38% | 3.36% |
| 2 | 600892 | 大晟文化 | 4.29 | 2.14% | 66.67 | 95.83 | 87.50 | 86.67 | -4.28% | 12.52% | 43.20% | 30.08% | 13.49% | 2024-12-30 | 23.99 | -26,461,299.00 | 21.45 | 0.00% | 0.85% |
| 3 | 002425 | 凯撒文化 | 3.32 | 0.00% | 70.83 | 87.50 | 83.33 | 82.50 | -4.78% | 13.12% | 33.60% | 12.68% | 53.70% | 2024-12-30 | 30.55 | -107,418,156.00 | 2.59 | 0.00% | 1.08% |
| 4 | 600715 | 文投控股 | 1.87 | 10.00% | 91.67 | 79.17 | 66.67 | 76.67 | 0.91% | 19.35% | 31.13% | -2.63% | -18.70% | 2024-12-30 | 53.53 | -9,420,927.00 | 0.26 | 0.00% | 1.90% |
| 5 | 300299 | 富春股份 | 5.90 | -1.67% | 75.00 | 75.00 | 75.00 | 75.00 | -12.81% | 13.58% | 25.32% | 8.90% | 2.43% | 2024-12-30 | 40.68 | -108,019,026.00 | 0.57 | 0.00% | 1.44% |
| 6 | 002174 | 游族网络 | 12.54 | 2.70% | 16.67 | 70.83 | 95.83 | 70.00 | -0.75% | -3.33% | 13.92% | 39.52% | 27.96% | 2024-12-30 | 122.80 | 2,971,805.00 | 4.77 | 0.00% | 4.36% |
| 7 | 603258 | 电魂网络 | 14.49 | 0.07% | 87.50 | 83.33 | 45.83 | 69.17 | -8.84% | 14.86% | 32.37% | -6.18% | -30.67% | 2024-12-30 | 34.97 | -54,417,607.00 | 7.88 | 0.00% | 1.24% |
| 8 | 300467 | 迅游科技 | 32.00 | 4.40% | 25.00 | 62.50 | 79.17 | 61.67 | 2.07% | -0.11% | 11.01% | 9.02% | 96.44% | 2024-12-30 | 53.48 | -8,731,030.00 | 3.21 | 0.00% | 1.90% |
| 9 | 300459 | 汤姆猫 | 3.62 | -0.28% | 50.00 | 58.33 | 70.83 | 61.67 | -2.28% | 6.75% | 6.76% | -1.26% | -40.85% | 2024-12-30 | 118.94 | -92,663,026.00 | 0.22 | 0.00% | 4.22% |
| 10 | 300315 | 掌趣科技 | 4.23 | 1.68% | 62.50 | 54.17 | 62.50 | 59.17 | 1.91% | 11.27% | 6.09% | -3.57% | -26.94% | 2024-12-30 | 114.53 | -28,200,326.00 | 4.98 | 0.00% | 4.07% |
| 11 | 600633 | 浙数文化 | 11.10 | 3.74% | 83.33 | 41.67 | 50.00 | 53.33 | 3.65% | 14.47% | 3.20% | -4.64% | 1.56% | 2024-12-30 | 140.76 | -43,921,995.00 | 8.04 | 2.25% | 5.00% |
| 12 | 300494 | 盛天网络 | 8.73 | 2.22% | 79.17 | 66.67 | 20.83 | 50.83 | -0.25% | 14.28% | 11.56% | -16.75% | -26.76% | 2024-12-30 | 34.78 | -10,122,405.00 | 2.70 | 0.06% | 1.23% |
| 13 | 002919 | 名臣健康 | 16.92 | -2.59% | 54.17 | 50.00 | 41.67 | 47.50 | -5.49% | 7.21% | 5.36% | -7.36% | -2.25% | 2024-12-30 | 44.70 | -1,160,143.00 | 24.17 | 0.29% | 1.59% |
| 14 | 603444 | 吉比特 | 334.75 | -1.26% | 12.50 | 33.33 | 58.33 | 39.17 | 0.16% | -6.00% | -2.05% | -3.81% | 47.40% | 2024-12-30 | 241.16 | -38,290,280.00 | 74.06 | 6.84% | 8.56% |
| 15 | 002605 | 姚记科技 | 16.97 | -0.47% | 58.33 | 20.83 | 37.50 | 35.00 | 0.27% | 7.58% | -4.11% | -8.95% | -38.54% | 2024-12-30 | 57.44 | -22,880,979.00 | 565.67 | 4.12% | 2.04% |
| 16 | 300043 | 星辉娱乐 | 4.38 | -0.23% | 45.83 | 37.50 | 25.00 | 34.17 | -3.14% | 6.25% | 1.25% | -14.51% | 13.47% | 2024-12-30 | 54.47 | -54,859,467.00 | 1.39 | 1.14% | 1.93% |
| 17 | 300002 | 神州泰岳 | 7.83 | -0.51% | 29.17 | 29.17 | 33.33 | 30.83 | -1.54% | 0.46% | -2.65% | -9.03% | -35.24% | 2024-12-30 | 144.94 | -62,213,230.00 | 3.99 | 0.77% | 5.15% |
| 18 | 002517 | 恺英网络 | 15.01 | -2.09% | 8.33 | 16.67 | 54.17 | 30.00 | -3.86% | -9.47% | -6.79% | -4.46% | 5.85% | 2024-12-30 | 282.07 | -187,267,400.00 | 4.91 | 0.66% | 10.00% |
| 19 | 300533 | 冰川网络 | 14.13 | -0.49% | 37.50 | 45.83 | 0.00 | 25.83 | -3.22% | 3.91% | 4.99% | -43.25% | -31.67% | 2024-12-30 | 32.64 | -22,356,065.00 | 3.88 | 10.11% | 1.16% |
| 20 | 002624 | 完美世界 | 9.91 | -2.08% | 41.67 | 25.00 | 4.17 | 20.00 | -0.35% | 4.22% | -3.90% | -41.39% | -7.30% | 2024-12-30 | 181.13 | -142,134,637.00 | 3.36 | 3.33% | 6.43% |
| 21 | 002555 | 三七互娱 | 16.64 | -1.42% | 20.83 | 8.33 | 29.17 | 19.17 | -2.26% | -0.29% | -9.87% | -13.49% | 3.55% | 2024-12-30 | 271.86 | -139,541,398.00 | 6.28 | 5.50% | 9.65% |
| 22 | 300113 | 顺网科技 | 15.68 | 1.23% | 33.33 | 12.50 | 8.33 | 15.00 | -1.95% | 3.60% | -7.40% | -37.59% | -9.63% | 2024-12-30 | 79.81 | -43,973,972.00 | 3.82 | 1.15% | 2.83% |
| 23 | 002602 | 世纪华通 | 11.41 | -6.24% | 0.00 | 4.17 | 16.67 | 8.33 | -9.70% | -19.66% | -12.12% | -22.67% | 121.98% | 2024-12-30 | 775.52 | -626,626,561.00 | 4.56 | 1.22% | 10.00% |
| 24 | 002558 | 巨人网络 | 20.66 | -2.59% | 4.17 | 0.00 | 12.50 | 5.83 | -5.37% | -13.61% | -26.92% | -26.06% | 58.07% | 2024-12-30 | 392.65 | -406,506,329.00 | 8.07 | 4.77% | 10.00% |
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。