EASTMONEY L2 INDUSTRY
环保设备Ⅱ（BK1234）动量观察
所属东方财富一级行业：环保。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，环保设备Ⅱ官方综合位次为第118/128位（Rank 14.53）， 加权综合位次为第118/128位（Rank 12.34）。官方20R为11.72 （20日收益-11.77%）；有效成分股为25/26只， 最大单股权重为10.00%。
官方20R、60R、120R分别为11.72、21.88和8.59。 相对上证指数的20日超额收益为-6.09%，自基准日以来收益为32.19%。
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118位，20日相对强度为13.28， 20日相对上证指数收益为-7.11%。官方指数与加权口径的位次差为0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26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 | 301081 | 严牌股份 | 17.64 | -3.61% | 96.00 | 96.00 | 96.00 | 96.00 | -5.82% | 12.33% | 66.95% | 18.80% | 104.17% | 2024-12-30 | 39.72 | -11,920,472.00 | 4.78 | 0.28% | 4.22% |
| 2 | 000820 | 神雾节能 | 3.44 | -0.29% | 92.00 | 92.00 | 88.00 | 90.40 | 0.57% | 4.79% | 32.76% | 8.43% | 1.78% | 2024-12-30 | 10.22 | -6,062,539.00 | 0.12 | 0.00% | 1.09% |
| 3 | 688671 | 碧兴物联 | 21.59 | -1.37% | 44.00 | 80.00 | 92.00 | 77.60 | -4.24% | -4.21% | 14.18% | 10.23% | 22.12% | 2024-12-30 | 11.61 | 1,978,006.00 | 12.55 | 0.00% | 1.23% |
| 4 | 600526 | 菲达环保 | 4.50 | -1.10% | 88.00 | 60.00 | 80.00 | 73.60 | -0.95% | 3.25% | 8.81% | -6.31% | -1.96% | 2024-12-30 | 39.62 | 2,499,181.00 | 2.60 | 2.33% | 4.21% |
| 5 | 688309 | 恒誉环保 | 65.81 | -0.83% | 20.00 | 84.00 | 84.00 | 71.20 | 1.38% | -10.96% | 18.07% | -4.69% | 407.40% | 2024-12-30 | 52.25 | 21,653,128.00 | 10.58 | 0.26% | 5.55% |
| 6 | 300800 | 力合科技 | 9.64 | -2.63% | 72.00 | 76.00 | 60.00 | 68.80 | -3.12% | 1.29% | 12.72% | -12.62% | -10.66% | 2024-12-30 | 22.58 | -1,003,646.00 | 8.61 | 1.01% | 2.40% |
| 7 | 301288 | 清研环境 | 15.17 | -0.07% | 76.00 | 64.00 | 68.00 | 68.00 | -1.69% | 1.47% | 9.19% | -9.52% | -2.26% | 2024-12-30 | 11.85 | 2,114,589.00 | 15.64 | 0.00% | 1.26% |
| 8 | 603126 | 中材节能 | 6.08 | -0.82% | 84.00 | 72.00 | 48.00 | 64.80 | -1.13% | 1.82% | 12.29% | -16.28% | -25.67% | 2024-12-30 | 37.12 | -3,847,469.00 | 3.34 | 0.16% | 3.94% |
| 9 | 603282 | 亚光股份 | 15.32 | -1.29% | 68.00 | 88.00 | 36.00 | 63.20 | -2.99% | 0.02% | 21.49% | -19.60% | 3.16% | 2024-12-30 | 20.50 | -9,607,263.00 | 9.82 | 1.49% | 2.18% |
| 10 | 600388 | 龙净环保 | 16.26 | 3.63% | 40.00 | 48.00 | 76.00 | 57.60 | 2.75% | -4.27% | 1.75% | -6.70% | 26.05% | 2024-12-30 | 206.51 | -34,688,711.00 | 9.40 | 2.10% | 10.00% |
| 11 | 002658 | 雪迪龙 | 6.89 | -0.43% | 56.00 | 52.00 | 56.00 | 54.40 | -0.83% | -1.83% | 1.92% | -12.75% | 4.39% | 2024-12-30 | 24.71 | -5,016,328.00 | 4.10 | 2.90% | 2.63% |
| 12 | 300631 | 久吾高科 | 20.06 | -1.52% | 52.00 | 68.00 | 40.00 | 53.60 | -0.71% | -2.17% | 12.29% | -17.50% | -8.11% | 2024-12-30 | 24.39 | -2,676,451.00 | 10.90 | 1.25% | 2.59% |
| 13 | 300786 | 国林科技 | 12.57 | -0.40% | 36.00 | 36.00 | 72.00 | 50.40 | -0.89% | -5.06% | -7.25% | -7.29% | -14.14% | 2024-12-30 | 18.44 | 6,751,593.00 | 6.01 | 0.00% | 1.96% |
| 14 | 000551 | 创元科技 | 11.18 | -0.53% | 48.00 | 32.00 | 52.00 | 43.20 | -0.40% | -3.15% | -9.22% | -14.68% | -8.73% | 2024-12-30 | 54.15 | -26,764,007.00 | 6.32 | 0.54% | 5.75% |
| 15 | 300210 | 森远股份 | 6.90 | -0.58% | 64.00 | 20.00 | 44.00 | 38.40 | 0.01% | -0.12% | -13.15% | -17.33% | -35.03% | 2024-12-30 | 33.41 | -9,194,037.00 | 0.74 | 0.00% | 3.55% |
| 16 | 001336 | 楚环科技 | 17.01 | -0.35% | 80.00 | 28.00 | 24.00 | 36.80 | 2.21% | 1.67% | -9.65% | -25.28% | -5.87% | 2024-12-30 | 10.94 | -4,305,336.00 | 7.80 | 0.68% | 1.16% |
| 17 | 600817 | 宇通重工 | 8.39 | -1.18% | 32.00 | 40.00 | 28.00 | 33.60 | -10.25% | -5.97% | -2.76% | -23.41% | -29.61% | 2024-12-30 | 44.44 | 1,195,238.00 | 4.58 | 5.93% | 4.72% |
| 18 | 603324 | 盛剑科技 | 21.19 | -0.98% | 16.00 | 12.00 | 64.00 | 33.60 | -1.80% | -11.76% | -20.89% | -10.82% | -21.34% | 2024-12-30 | 30.91 | 4,906,377.00 | 11.21 | 0.00% | 3.28% |
| 19 | 000890 | 法尔胜 | 6.44 | 0.00% | 24.00 | 56.00 | 4.00 | 28.80 | -2.87% | -9.53% | 7.45% | -48.17% | 100.00% | 2024-12-30 | 27.02 | -10,723,991.00 | 0.00 | 0.00% | 2.87% |
| 20 | 688501 | 青达环保 | 13.50 | 0.45% | 60.00 | 24.00 | 16.00 | 28.00 | -0.38% | -0.61% | -11.97% | -39.03% | -5.79% | 2024-12-30 | 23.48 | 14,632,382.00 | 12.27 | 1.48% | 2.49% |
| 21 | 000967 | 盈峰环境 | 6.97 | 0.87% | 28.00 | 44.00 | 12.00 | 28.00 | -4.63% | -8.85% | -0.21% | -39.36% | 36.67% | 2024-12-30 | 234.03 | -215,542,478.00 | 5.58 | 1.85% | 10.00% |
| 22 | 688376 | 美埃科技 | 48.51 | -1.80% | 8.00 | 8.00 | 32.00 | 17.60 | -2.67% | -17.45% | -28.79% | -23.01% | 40.20% | 2024-12-30 | 65.61 | -3,853,757.00 | 14.74 | 0.31% | 6.97% |
| 23 | 002645 | 华宏科技 | 14.08 | -1.05% | 4.00 | 16.00 | 20.00 | 15.20 | -7.13% | -18.51% | -15.12% | -29.55% | 100.00% | 2024-12-30 | 95.77 | -142,776,660.00 | 5.77 | 0.59% | 10.00% |
| 24 | 300137 | 先河环保 | 8.15 | -3.44% | 12.00 | 4.00 | 8.00 | 7.20 | -3.02% | -14.26% | -29.23% | -42.06% | 35.61% | 2024-12-30 | 43.02 | -11,313,441.00 | 135.83 | 0.37% | 4.57% |
| 25 | 301030 | *ST仕净 | 4.22 | -10.21% | 0.00 | 0.00 | 0.00 | 0.00 | -19.24% | -35.28% | -38.28% | -55.17% | -82.98% | 2024-12-30 | 8.53 | -34,826,478.00 | — | 0.00% | 0.91% |
| 26 | 920145 | 恒合股份 | 8.93 | -1.00% | — | — | — | — | -7.07% | — | — | — | -8.50% | 2026-08-04 | 4.36 | -390,961.00 | 3.57 | 0.00% | 0.46% |
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。