EASTMONEY L2 INDUSTRY
种植业（BK1261）动量观察
所属东方财富一级行业：农林牧渔。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，种植业官方综合位次为第36/128位（Rank 65.16）， 加权综合位次为第28/128位（Rank 73.44）。官方20R为10.16 （20日收益-11.85%）；有效成分股为19/21只， 最大单股权重为10.00%。
官方20R、60R、120R分别为10.16、95.31和62.50。 相对上证指数的20日超额收益为-6.17%，自基准日以来收益为24.02%。
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28位，20日相对强度为40.62， 20日相对上证指数收益为-0.44%。官方指数与加权口径的位次差为8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21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 | 600371 | 万向德农 | 12.16 | 0.16% | 55.00 | 95.00 | 95.00 | 87.00 | -7.82% | -2.04% | 96.32% | 51.47% | 38.50% | 2024-12-30 | 35.58 | -46,455,673.00 | 40.53 | 0.82% | 3.22% |
| 2 | 601118 | 海南橡胶 | 6.39 | -0.62% | 85.00 | 80.00 | 80.00 | 81.00 | -5.82% | 10.41% | 40.45% | 4.10% | 16.18% | 2024-12-30 | 273.46 | -27,483,008.00 | 2.22 | 0.00% | 10.00% |
| 3 | 600354 | 敦煌种业 | 8.13 | 1.50% | 30.00 | 90.00 | 90.00 | 78.00 | -7.32% | -4.53% | 55.31% | 40.49% | 34.60% | 2024-12-30 | 42.91 | -112,634,218.00 | 1.60 | 0.00% | 3.88% |
| 4 | 600540 | 新赛股份 | 4.70 | 3.30% | 20.00 | 85.00 | 85.00 | 72.00 | -6.76% | -5.35% | 52.18% | 5.49% | 18.69% | 2024-12-30 | 27.32 | -40,105,352.00 | 7.83 | 0.00% | 2.47% |
| 5 | 600883 | 博闻科技 | 7.35 | -0.14% | 75.00 | 50.00 | 75.00 | 65.00 | -2.73% | -1.12% | 17.17% | 1.45% | 10.19% | 2024-12-30 | 17.35 | -363,636.00 | 4.18 | 0.48% | 1.57% |
| 6 | 600313 | 农发种业 | 6.30 | 0.48% | 80.00 | 65.00 | 45.00 | 60.00 | -4.11% | -0.78% | 22.34% | -4.59% | -8.56% | 2024-12-30 | 68.18 | -66,029,320.00 | 2.10 | 0.14% | 6.17% |
| 7 | 600598 | 北大荒 | 13.66 | 0.22% | 90.00 | 60.00 | 40.00 | 58.00 | 5.48% | 14.70% | 22.29% | -4.78% | -7.89% | 2024-12-30 | 242.83 | -22,581,335.00 | 3.65 | 4.03% | 10.00% |
| 8 | 600359 | 新农开发 | 6.44 | 0.00% | 0.00 | 55.00 | 70.00 | 50.00 | -7.34% | -14.36% | 19.33% | 0.79% | -1.08% | 2024-12-30 | 24.57 | -971,679.00 | 4.57 | 0.00% | 2.22% |
| 9 | 002041 | 登海种业 | 9.09 | 0.11% | 50.00 | 40.00 | 55.00 | 48.00 | -4.85% | -2.86% | 13.04% | -0.51% | -15.60% | 2024-12-30 | 79.99 | -53,570,774.00 | 4.21 | 0.00% | 7.23% |
| 10 | 920403 | 康农种业 | 19.17 | -0.73% | 95.00 | 5.00 | 60.00 | 45.00 | 5.23% | 20.73% | 0.20% | -0.13% | 46.56% | 2024-12-30 | 12.46 | 2,957,710.00 | 5.04 | 0.00% | 1.13% |
| 11 | 000713 | 国投丰乐 | 5.87 | 0.34% | 35.00 | 25.00 | 65.00 | 43.00 | -2.80% | -4.37% | 9.30% | 0.73% | -18.70% | 2024-12-30 | 36.04 | 1,133,143.00 | 3.37 | 0.51% | 3.26% |
| 12 | 603336 | 宏辉果蔬 | 9.02 | -0.33% | 25.00 | 45.00 | 50.00 | 43.00 | -6.89% | -5.25% | 16.81% | -3.02% | 109.28% | 2024-12-30 | 54.91 | -32,189,060.00 | 2.36 | 0.12% | 4.97% |
| 13 | 300189 | 神农种业 | 5.43 | 0.74% | 5.00 | 75.00 | 25.00 | 41.00 | -4.62% | -6.48% | 37.33% | -8.28% | 40.31% | 2024-12-30 | 48.12 | -93,850,234.00 | 0.67 | 0.00% | 4.35% |
| 14 | 601952 | 苏垦农发 | 8.40 | -0.47% | 65.00 | 30.00 | 35.00 | 39.00 | -4.18% | -1.49% | 10.38% | -5.83% | -16.00% | 2024-12-30 | 115.75 | -32,767,989.00 | 5.19 | 2.26% | 10.00% |
| 15 | 600108 | 亚盛集团 | 3.56 | 1.42% | 15.00 | 70.00 | 20.00 | 39.00 | -7.04% | -5.50% | 28.39% | -9.33% | 21.50% | 2024-12-30 | 69.31 | -63,356,865.00 | 2.23 | 0.08% | 6.27% |
| 16 | 300087 | ST荃银 | 5.28 | 0.19% | 70.00 | 35.00 | 15.00 | 34.00 | -1.86% | -1.29% | 12.34% | -24.42% | -56.22% | 2024-12-30 | 46.98 | -11,529,843.00 | 1.72 | 0.00% | 4.25% |
| 17 | 000998 | 隆平高科 | 8.15 | -0.12% | 40.00 | 10.00 | 30.00 | 24.00 | -2.57% | -3.16% | 4.66% | -6.66% | -28.00% | 2024-12-30 | 107.18 | -32,453,855.00 | 4.50 | 0.52% | 9.69% |
| 18 | 300970 | 华绿生物 | 15.57 | 0.00% | 60.00 | 20.00 | 0.00 | 20.00 | -4.71% | -1.84% | 8.69% | -45.94% | 28.68% | 2024-12-30 | 19.26 | -8,455,302.00 | 10.24 | 2.42% | 1.74% |
| 19 | 002772 | 众兴菌业 | 10.00 | 0.40% | 45.00 | 15.00 | 5.00 | 17.00 | -1.47% | -2.98% | 8.41% | -35.05% | 34.77% | 2024-12-30 | 37.16 | -17,084,219.00 | 9.35 | 6.00% | 3.36% |
| 20 | 300511 | 雪榕生物 | 4.45 | -0.67% | 10.00 | 0.00 | 10.00 | 6.00 | -4.28% | -5.64% | -8.66% | -27.39% | 24.65% | 2024-12-30 | 25.35 | -21,191,502.00 | 2.56 | 0.00% | 2.29% |
| 21 | 920087 | 秋乐种业 | 13.04 | -8.36% | — | — | — | — | 37.70% | — | — | — | 36.26% | 2026-08-04 | 21.39 | -5,266,081.00 | 3.19 | 0.00% | 1.93% |
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。