EASTMONEY L2 INDUSTRY
造纸（BK1267）动量观察
所属东方财富一级行业：轻工制造。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，造纸官方综合位次为第103/128位（Rank 27.03）， 加权综合位次为第83/128位（Rank 38.91）。官方20R为28.91 （20日收益-7.91%）；有效成分股为23/24只， 最大单股权重为10.00%。
官方20R、60R、120R分别为28.91、28.91和24.22。 相对上证指数的20日超额收益为-2.23%，自基准日以来收益为-0.82%。
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83位，20日相对强度为39.84， 20日相对上证指数收益为-0.54%。官方指数与加权口径的位次差为20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 | 600356 | 恒丰纸业 | 9.75 | -4.32% | 91.67 | 95.83 | 95.83 | 95.00 | -1.64% | 10.47% | 34.61% | 10.09% | 26.30% | 2024-12-30 | 29.13 | -50,527,350.00 | 9.38 | 1.95% | 2.58% |
| 2 | 600235 | 民丰特纸 | 5.75 | 0.70% | 87.50 | 83.33 | 79.17 | 82.50 | 0.24% | 7.70% | 21.50% | -5.62% | 0.17% | 2024-12-30 | 20.20 | 798,253.00 | 4.32 | 0.43% | 1.79% |
| 3 | 600793 | 宜宾纸业 | 14.80 | -1.33% | 75.00 | 79.17 | 62.50 | 71.67 | -2.46% | 3.44% | 21.38% | -11.53% | -42.21% | 2024-12-30 | 26.18 | 5,030,425.00 | 49.33 | 0.00% | 2.32% |
| 4 | 002012 | 凯恩股份 | 6.31 | -0.63% | 8.33 | 87.50 | 87.50 | 71.67 | -1.03% | -7.46% | 23.65% | -2.78% | 17.29% | 2024-12-30 | 29.51 | 6,945,138.00 | 10.69 | 0.33% | 2.61% |
| 5 | 605500 | 森林包装 | 7.15 | -1.65% | 79.17 | 75.00 | 58.33 | 69.17 | -1.41% | 5.05% | 19.43% | -11.77% | 1.27% | 2024-12-30 | 29.63 | 5,072,705.00 | 6.16 | 0.98% | 2.62% |
| 6 | 603863 | 松炀资源 | 12.97 | 1.57% | 95.83 | 70.83 | 37.50 | 62.50 | -1.77% | 15.24% | 17.69% | -17.06% | -36.39% | 2024-12-30 | 26.54 | -4,824,866.00 | 16.63 | 0.00% | 2.35% |
| 7 | 600308 | 华泰股份 | 3.14 | 0.64% | 66.67 | 45.83 | 54.17 | 53.33 | -0.74% | 2.35% | 4.56% | -12.31% | -14.91% | 2024-12-30 | 47.63 | -5,768,497.00 | 5.92 | 0.00% | 4.21% |
| 8 | 000488 | ST晨鸣 | 1.95 | -2.01% | 58.33 | 58.33 | 45.83 | 53.33 | -1.55% | 1.41% | 7.64% | -13.95% | -36.89% | 2024-12-30 | 33.14 | -8,670,488.00 | 0.05 | 0.00% | 2.93% |
| 9 | 600433 | 冠豪高新 | 3.14 | 0.00% | 54.17 | 37.50 | 66.67 | 52.50 | -1.95% | 1.13% | 3.60% | -10.73% | -3.09% | 2024-12-30 | 54.96 | -10,610,052.00 | 2.53 | 0.00% | 4.86% |
| 10 | 301469 | 恒达新材 | 26.38 | -2.26% | 62.50 | 66.67 | 29.17 | 50.83 | 0.06% | 1.58% | 15.18% | -17.25% | 10.15% | 2024-12-30 | 12.09 | -116,477.00 | 15.70 | 1.48% | 1.07% |
| 11 | 600567 | 山鹰国际 | 1.26 | -0.79% | 41.67 | 29.17 | 75.00 | 50.00 | -2.38% | -0.63% | -0.63% | -7.53% | -37.93% | 2024-12-30 | 78.19 | -44,890,842.00 | 2.33 | 0.00% | 6.92% |
| 12 | 605007 | 五洲特纸 | 13.53 | -1.60% | 29.17 | 25.00 | 83.33 | 49.17 | -4.28% | -1.54% | -1.93% | -2.96% | 3.60% | 2024-12-30 | 64.21 | -3,544,216.00 | 104.08 | 1.19% | 5.68% |
| 13 | 603165 | 荣晟环保 | 12.87 | -1.98% | 45.83 | 54.17 | 41.67 | 47.50 | -0.84% | -0.40% | 7.29% | -15.03% | 0.63% | 2024-12-30 | 40.25 | -8,350,756.00 | 7.27 | 15.67% | 3.56% |
| 14 | 600963 | 岳阳林纸 | 3.41 | 1.79% | 83.33 | 62.50 | 12.50 | 46.67 | 2.03% | 5.71% | 13.21% | -21.81% | -35.17% | 2024-12-30 | 59.93 | 7,933,207.00 | 0.95 | 0.00% | 5.30% |
| 15 | 002078 | 太阳纸业 | 13.18 | -2.66% | 25.00 | 12.50 | 91.67 | 46.67 | -1.22% | -1.61% | -4.62% | 0.10% | -10.22% | 2024-12-30 | 365.95 | -11,572,513.00 | 11.17 | 2.23% | 10.00% |
| 16 | 605377 | 华旺科技 | 7.79 | -1.14% | 70.83 | 8.33 | 70.83 | 45.83 | -1.55% | 2.40% | -11.59% | -9.02% | -41.30% | 2024-12-30 | 43.36 | -17,679,336.00 | 6.83 | 5.26% | 3.84% |
| 17 | 600103 | 青山纸业 | 3.14 | 1.95% | 20.83 | 91.67 | 0.00 | 40.83 | -2.24% | -2.35% | 24.22% | -33.33% | 12.95% | 2024-12-30 | 69.47 | -28,744,971.00 | 1.78 | 0.28% | 6.15% |
| 18 | 002235 | 安妮股份 | 7.32 | 1.53% | 12.50 | 41.67 | 50.00 | 39.17 | -1.74% | -3.54% | 4.47% | -12.39% | 36.31% | 2024-12-30 | 40.52 | -60,778,060.00 | 1.26 | 0.00% | 3.59% |
| 19 | 600966 | 博汇纸业 | 4.55 | -0.44% | 37.50 | 50.00 | 4.17 | 29.17 | -0.50% | -1.29% | 6.63% | -23.41% | -12.16% | 2024-12-30 | 60.83 | -5,409,130.00 | 5.62 | 0.51% | 5.38% |
| 20 | 603284 | 林平发展 | 38.00 | -0.34% | 50.00 | 33.33 | 8.33 | 26.67 | -2.36% | -0.39% | -0.10% | -22.32% | -35.52% | 2026-02-10 | 7.16 | -1,323,587.00 | 29.69 | 1.63% | 0.63% |
| 21 | 002067 | 景兴纸业 | 3.66 | -2.14% | 16.67 | 20.83 | 33.33 | 25.00 | -1.99% | -3.19% | -2.72% | -17.22% | -16.82% | 2024-12-30 | 48.96 | -22,505,524.00 | 4.58 | 0.27% | 4.33% |
| 22 | 002521 | 齐峰新材 | 5.99 | -1.16% | 33.33 | 16.67 | 16.67 | 20.00 | -1.64% | -1.46% | -3.50% | -21.26% | -40.81% | 2024-12-30 | 25.11 | -4,162,551.00 | 6.89 | 4.51% | 2.22% |
| 23 | 603733 | 仙鹤股份 | 16.33 | -4.50% | 4.17 | 0.00 | 25.00 | 10.83 | -4.17% | -10.00% | -14.64% | -18.14% | -21.83% | 2024-12-30 | 133.46 | -30,908,295.00 | 10.89 | 3.80% | 10.00% |
| 24 | 920394 | 民士达 | 39.30 | -2.48% | 0.00 | 4.17 | 20.83 | 10.00 | -12.96% | -17.33% | -14.02% | -18.72% | 108.05% | 2024-12-30 | 57.05 | -1,359,692.00 | 43.19 | 0.00% | 5.05% |
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。