EASTMONEY L2 INDUSTRY
基础建设（BK1247）动量观察
所属东方财富一级行业：建筑装饰。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，基础建设官方综合位次为第87/128位（Rank 36.56）， 加权综合位次为第63/128位（Rank 47.81）。官方20R为57.81 （20日收益-4.76%）；有效成分股为42/44只， 最大单股权重为10.00%。
官方20R、60R、120R分别为57.81、31.25和31.25。 相对上证指数的20日超额收益为0.92%，自基准日以来收益为12.36%。
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63位，20日相对强度为68.75， 20日相对上证指数收益为2.44%。官方指数与加权口径的位次差为24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44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 | 000498 | 山东路桥 | 6.42 | 0.31% | 97.67 | 93.02 | 93.02 | 93.95 | 1.59% | 35.74% | 32.57% | 21.23% | 5.42% | 2024-12-30 | 93.05 | -161,142,586.00 | 11.46 | 3.44% | 2.01% |
| 2 | 603955 | 大千生态 | 24.35 | -2.99% | 90.70 | 97.67 | 88.37 | 92.56 | 10.05% | 13.80% | 44.51% | 2.44% | 31.62% | 2024-12-30 | 33.05 | 32,173,286.00 | 6.62 | 0.00% | 0.71% |
| 3 | 600853 | 龙建股份 | 3.62 | 4.02% | 95.35 | 83.72 | 79.07 | 84.19 | 5.16% | 15.64% | 21.45% | -1.48% | -10.84% | 2024-12-30 | 36.70 | 32,221,270.00 | 0.76 | 1.08% | 0.79% |
| 4 | 605303 | 园林股份 | 24.60 | 2.03% | 62.79 | 79.07 | 95.35 | 82.33 | -5.10% | 3.83% | 18.07% | 42.19% | 218.65% | 2024-12-30 | 39.66 | -23,205,259.00 | 4.88 | 0.00% | 0.86% |
| 5 | 603176 | 汇通集团 | 5.00 | -1.77% | 53.49 | 90.70 | 86.05 | 81.40 | -3.14% | 2.15% | 30.50% | 2.00% | 12.11% | 2024-12-30 | 23.09 | 1,821,838.00 | 2.21 | 0.30% | 0.50% |
| 6 | 002775 | 文科股份 | 3.32 | 2.79% | 88.37 | 72.09 | 81.40 | 79.07 | 2.35% | 8.98% | 13.13% | -0.21% | -5.14% | 2024-12-30 | 19.70 | 4,630,033.00 | — | 0.00% | 0.43% |
| 7 | 002062 | 宏润建设 | 8.59 | -0.35% | 46.51 | 88.37 | 83.72 | 78.14 | -2.48% | 1.75% | 24.22% | 0.96% | 65.19% | 2024-12-30 | 96.61 | -37,493,367.00 | 3.94 | 1.13% | 2.09% |
| 8 | 300649 | 杭州园林 | 25.37 | 2.26% | 72.09 | 60.47 | 97.67 | 77.67 | 2.11% | 4.31% | 8.41% | 61.04% | 132.97% | 2024-12-30 | 25.83 | -12,548,669.00 | 3.20 | 0.20% | 0.56% |
| 9 | 300197 | 节能铁汉 | 1.85 | 0.54% | 32.56 | 69.77 | 90.70 | 70.70 | -2.21% | -0.23% | 12.10% | 19.70% | -23.55% | 2024-12-30 | 54.86 | -17,232,092.00 | — | 0.00% | 1.19% |
| 10 | 301098 | 金埔园林 | 7.73 | -0.39% | 18.60 | 86.05 | 76.74 | 68.84 | -2.18% | -4.28% | 21.93% | -1.98% | -4.92% | 2024-12-30 | 14.92 | -13,085,511.00 | 5.95 | 0.00% | 0.32% |
| 11 | 002663 | 普邦股份 | 1.67 | 1.83% | 67.44 | 81.40 | 44.19 | 63.72 | -0.33% | 3.91% | 20.70% | -11.65% | -17.73% | 2024-12-30 | 28.51 | -5,209,230.00 | 1.12 | 0.00% | 0.62% |
| 12 | 300949 | 奥雅股份 | 24.68 | 9.49% | 93.02 | 95.35 | 13.95 | 62.33 | 5.84% | 15.64% | 34.91% | -26.17% | -45.16% | 2024-12-30 | 12.27 | 11,734,664.00 | 102.83 | 0.00% | 0.27% |
| 13 | 603717 | 天域生物 | 5.60 | -0.18% | 41.86 | 76.74 | 55.81 | 61.40 | -1.51% | 1.31% | 14.59% | -8.07% | -32.53% | 2024-12-30 | 16.25 | 4,704,417.00 | 1.17 | 0.00% | 0.35% |
| 14 | 600512 | 腾达建设 | 2.03 | 0.50% | 67.44 | 62.79 | 53.49 | 60.00 | -0.97% | 3.91% | 9.10% | -8.24% | -16.46% | 2024-12-30 | 32.22 | -2,095,951.00 | 25.37 | 0.49% | 0.70% |
| 15 | 601800 | 中国交建 | 6.08 | -0.65% | 86.05 | 46.51 | 60.47 | 60.00 | -0.02% | 8.02% | 1.67% | -7.02% | -43.34% | 2024-12-30 | 712.75 | -70,330,489.00 | 17.88 | 3.22% | 10.00% |
| 16 | 600528 | 中铁工业 | 6.87 | 1.03% | 69.77 | 41.86 | 72.09 | 59.53 | -0.14% | 4.21% | 0.95% | -3.79% | -16.63% | 2024-12-30 | 152.62 | -11,762,965.00 | 11.45 | 1.31% | 3.30% |
| 17 | 002200 | 交投生态 | 6.28 | -0.16% | 51.16 | 65.12 | 51.16 | 56.74 | -2.24% | 2.04% | 9.29% | -9.60% | 4.49% | 2024-12-30 | 12.29 | -1,032,859.00 | 2.96 | 0.00% | 0.27% |
| 18 | 002307 | 北新路桥 | 3.08 | 1.65% | 83.72 | 67.44 | 27.91 | 54.88 | 3.43% | 7.27% | 11.61% | -22.28% | -19.37% | 2024-12-30 | 50.18 | 9,988,882.00 | 1.38 | 0.00% | 1.08% |
| 19 | 601186 | 中国铁建 | 6.07 | -0.65% | 74.42 | 25.58 | 74.42 | 54.88 | -0.66% | 4.74% | -1.98% | -2.20% | -35.08% | 2024-12-30 | 698.25 | -34,655,369.00 | 20.23 | 4.94% | 10.00% |
| 20 | 002941 | 新疆交建 | 10.55 | 1.74% | 79.07 | 74.42 | 20.93 | 53.95 | 3.47% | 5.16% | 13.24% | -24.40% | -8.26% | 2024-12-30 | 76.99 | 16,614,426.00 | 1.68 | 1.90% | 1.66% |
| 21 | 600039 | 四川路桥 | 8.62 | -1.60% | 34.88 | 44.19 | 69.77 | 52.56 | -4.04% | 0.12% | 1.21% | -4.31% | 17.44% | 2024-12-30 | 749.56 | -22,484,136.00 | 4.74 | 5.75% | 10.00% |
| 22 | 600284 | 浦东建设 | 5.07 | -0.20% | 76.74 | 58.14 | 30.23 | 50.70 | -0.87% | 4.91% | 7.60% | -21.82% | -20.78% | 2024-12-30 | 49.19 | 2,917,383.00 | 8.18 | 2.96% | 1.06% |
| 23 | 002628 | 成都路桥 | 4.65 | 1.09% | 25.58 | 53.49 | 58.14 | 49.77 | 0.16% | -2.52% | 6.11% | -7.98% | 2.20% | 2024-12-30 | 35.12 | 3,156,521.00 | 3.66 | 0.00% | 0.76% |
| 24 | 002060 | 广东建工 | 3.09 | -0.64% | 55.81 | 34.88 | 48.84 | 44.65 | -4.07% | 2.32% | -0.42% | -9.95% | -17.38% | 2024-12-30 | 48.29 | -10,866,293.00 | 3.77 | 4.53% | 1.04% |
| 25 | 300982 | 苏文电能 | 14.24 | -0.14% | 81.40 | 51.16 | 18.60 | 44.19 | 3.30% | 6.14% | 4.98% | -25.22% | -25.99% | 2024-12-30 | 27.61 | -1,659,160.00 | 13.83 | 0.00% | 0.60% |
| 26 | 002061 | 浙江交科 | 3.29 | -0.60% | 58.14 | 11.63 | 67.44 | 43.26 | -2.64% | 2.71% | -4.95% | -5.85% | -21.29% | 2024-12-30 | 85.51 | 1,731,945.00 | 9.40 | 3.38% | 1.85% |
| 27 | 601390 | XD中国中 | 4.23 | -1.17% | 48.84 | 27.91 | 46.51 | 39.53 | -2.21% | 1.83% | -1.87% | -10.01% | -35.12% | 2024-12-30 | 859.70 | -183,798,335.00 | 13.22 | 3.54% | 10.00% |
| 28 | 600820 | XD隧道股 | 5.20 | -1.14% | 30.23 | 18.60 | 65.12 | 39.53 | -2.62% | -0.85% | -2.73% | -5.87% | -28.57% | 2024-12-30 | 163.49 | -12,809,874.00 | 10.00 | 3.27% | 3.53% |
| 29 | 300374 | 中铁装配 | 9.95 | 0.51% | 27.91 | 48.84 | 34.88 | 39.07 | 0.74% | -2.22% | 2.14% | -19.05% | -47.05% | 2024-12-30 | 24.47 | -6,362,038.00 | 2.83 | 0.00% | 0.53% |
| 30 | 300355 | 蒙草生态 | 2.69 | -0.37% | 44.19 | 37.21 | 37.21 | 38.60 | -0.03% | 1.38% | -0.01% | -18.50% | -49.72% | 2024-12-30 | 42.29 | -11,080,216.00 | 2.59 | 0.00% | 0.91% |
| 31 | 601669 | 中国电建 | 4.51 | -0.44% | 60.47 | 23.26 | 39.53 | 37.21 | -0.52% | 3.47% | -2.13% | -13.59% | -18.88% | 2024-12-30 | 589.53 | -133,615,695.00 | 8.51 | 2.34% | 10.00% |
| 32 | 300948 | 冠中生态 | 16.47 | 1.48% | 13.95 | 16.28 | 62.79 | 34.42 | 3.04% | -6.33% | -3.03% | -6.95% | 69.62% | 2024-12-30 | 25.55 | 2,102,835.00 | 109.80 | 0.00% | 0.55% |
| 33 | 601611 | 中国核建 | 9.65 | -0.41% | 23.26 | 32.56 | 25.58 | 27.91 | -1.28% | -2.58% | -0.44% | -22.37% | 3.43% | 2024-12-30 | 290.84 | -67,367,160.00 | 7.48 | 0.62% | 6.29% |
| 34 | 601868 | 中国能建 | 2.34 | 0.43% | 37.21 | 9.30 | 41.86 | 27.91 | -1.06% | 0.61% | -5.03% | -11.90% | 0.43% | 2024-12-30 | 818.48 | -128,826,176.00 | 2.69 | 1.33% | 10.00% |
| 35 | 603843 | *ST正平 | 5.39 | 1.51% | 4.65 | 55.81 | 11.63 | 27.91 | -2.31% | -15.64% | 6.19% | -26.86% | 39.28% | 2024-12-30 | 37.71 | -16,652,252.00 | — | 0.00% | 0.82% |
| 36 | 600502 | 安徽建工 | 4.19 | -1.18% | 39.53 | 13.95 | 32.56 | 26.51 | -3.12% | 0.68% | -4.40% | -19.88% | -14.49% | 2024-12-30 | 71.92 | -2,508,839.00 | 9.74 | 6.44% | 1.55% |
| 37 | 002586 | ST围海 | 3.23 | -3.29% | 9.30 | 30.23 | 23.26 | 23.26 | -4.39% | -11.09% | -0.80% | -23.55% | 23.75% | 2024-12-30 | 35.13 | -19,025,163.00 | 2.78 | 0.00% | 0.76% |
| 38 | 002431 | ST棕榈 | 1.20 | 0.84% | 16.28 | 39.53 | 6.98 | 21.86 | -2.56% | -4.48% | 0.69% | -43.18% | -43.66% | 2024-12-30 | 21.63 | -11,291,661.00 | 0.09 | 0.00% | 0.47% |
| 39 | 001396 | 誉帆科技 | 28.56 | -1.59% | 20.93 | 20.93 | 9.30 | 16.28 | -2.69% | -3.54% | -2.69% | -30.32% | -42.89% | 2025-12-30 | 6.49 | -5,214,765.00 | 13.35 | 0.66% | 0.14% |
| 40 | 603815 | 交建股份 | 4.50 | -1.32% | 11.63 | 2.33 | 16.28 | 9.77 | -2.41% | -9.21% | -9.88% | -25.95% | -22.01% | 2024-12-30 | 27.85 | -6,117,869.00 | 2.56 | 0.00% | 0.60% |
| 41 | 000010 | *ST美丽 | 1.32 | 0.00% | 6.98 | 6.98 | 4.65 | 6.05 | -8.15% | -12.54% | -5.05% | -55.13% | -52.35% | 2024-12-30 | 12.56 | -3,082,922.00 | 0.22 | 0.00% | 0.27% |
| 42 | 603359 | *ST东珠 | 1.79 | -1.10% | 2.33 | 4.65 | 2.33 | 3.26 | -12.50% | -16.18% | -6.13% | -59.35% | -67.57% | 2024-12-30 | 7.99 | -6,161,041.00 | 3.09 | 0.00% | 0.17% |
| 43 | 002717 | *ST岭南 | 0.45 | -10.00% | 0.00 | 0.00 | 0.00 | 0.00 | -40.12% | -51.09% | -51.97% | -62.98% | -87.22% | 2024-12-30 | 8.05 | -0.35 | — | 0.00% | — |
| 44 | 920174 | 五新智能 | 32.04 | 4.54% | — | — | — | — | 20.24% | — | — | — | 18.80% | 2026-08-04 | 17.91 | 1,584,396.00 | 59.33 | 0.00% | 0.39% |
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。