EASTMONEY L2 INDUSTRY
食品加工（BK1280）动量观察
所属东方财富一级行业：食品饮料。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，食品加工官方综合位次为第44/128位（Rank 61.72）， 加权综合位次为第40/128位（Rank 65.62）。官方20R为75.78 （20日收益-3.20%）；有效成分股为25/27只， 最大单股权重为10.00%。
官方20R、60R、120R分别为75.78、59.38和57.03。 相对上证指数的20日超额收益为2.48%，自基准日以来收益为-7.92%。
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40位，20日相对强度为85.94， 20日相对上证指数收益为5.38%。官方指数与加权口径的位次差为4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27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 | 002702 | 海欣食品 | 5.81 | 2.83% | 92.59 | 96.30 | 88.89 | 92.59 | -0.58% | 18.28% | 44.94% | 13.89% | 32.05% | 2024-12-30 | 26.65 | -20,447,816.00 | 1.82 | 0.00% | 2.26% |
| 2 | 002626 | 金达威 | 18.45 | 0.60% | 88.89 | 92.59 | 92.59 | 91.85 | 22.18% | 18.23% | 36.94% | 22.42% | 19.65% | 2024-12-30 | 112.52 | 151,903,019.00 | 2.08 | 2.16% | 9.53% |
| 3 | 600381 | *ST春天 | 4.21 | 0.24% | 85.19 | 77.78 | 96.30 | 86.67 | -2.00% | 14.70% | 17.39% | 39.11% | 17.60% | 2024-12-30 | 24.72 | -6,188,236.00 | 1.63 | 0.00% | 2.09% |
| 4 | 603536 | 惠发食品 | 9.64 | 1.15% | 62.96 | 85.19 | 85.19 | 80.74 | -0.59% | 7.68% | 25.33% | 8.55% | -16.54% | 2024-12-30 | 23.19 | -899,859.00 | 1.43 | 0.00% | 1.96% |
| 5 | 605089 | 味知香 | 23.47 | 0.95% | 96.30 | 88.89 | 55.56 | 77.04 | 5.06% | 21.21% | 36.67% | -4.42% | -7.56% | 2024-12-30 | 32.39 | 6,594,223.00 | 8.96 | 1.52% | 2.74% |
| 6 | 603102 | 百合股份 | 34.94 | -1.19% | 40.74 | 74.07 | 62.96 | 62.96 | -2.04% | 4.29% | 16.05% | -3.25% | -1.80% | 2024-12-30 | 22.36 | -3,710,067.00 | 26.07 | 2.09% | 1.89% |
| 7 | 300791 | 仙乐健康 | 17.75 | -2.53% | 59.26 | 55.56 | 66.67 | 60.74 | -0.39% | 6.69% | 10.84% | -2.42% | -33.99% | 2024-12-30 | 45.71 | -1,692,169.00 | 17.40 | 0.73% | 3.87% |
| 8 | 605567 | 春雪食品 | 8.99 | -0.77% | 51.85 | 81.48 | 40.74 | 59.26 | -1.79% | 5.61% | 18.88% | -7.72% | -0.88% | 2024-12-30 | 17.89 | 5,001,696.00 | 2.49 | 1.12% | 1.52% |
| 9 | 000529 | 广弘控股 | 4.85 | 0.62% | 37.04 | 62.96 | 59.26 | 56.30 | -1.95% | 3.91% | 12.42% | -3.66% | -20.75% | 2024-12-30 | 27.64 | -5,120,397.00 | 5.45 | 2.47% | 2.34% |
| 10 | 603237 | 五芳斋 | 14.69 | -0.68% | 48.15 | 59.26 | 48.15 | 52.59 | -0.43% | 5.15% | 11.22% | -5.80% | -22.32% | 2024-12-30 | 27.88 | 18,629,990.00 | 1.99 | 3.39% | 2.36% |
| 11 | 600073 | 光明肉业 | 5.26 | 0.57% | 18.52 | 44.44 | 77.78 | 52.59 | -0.24% | -0.45% | 7.26% | -0.36% | -25.60% | 2024-12-30 | 49.32 | -3,673,612.00 | 7.85 | 0.00% | 4.18% |
| 12 | 002330 | 得利斯 | 3.92 | 0.00% | 25.93 | 66.67 | 44.44 | 49.63 | -2.01% | 1.91% | 12.50% | -6.48% | -12.30% | 2024-12-30 | 24.89 | -5,364,127.00 | 56.00 | 0.00% | 2.11% |
| 13 | 300146 | 汤臣倍健 | 9.45 | -1.05% | 55.56 | 18.52 | 74.07 | 48.15 | 1.12% | 6.19% | -7.02% | -1.77% | -23.42% | 2024-12-30 | 105.92 | -8,144,258.00 | 27.79 | 4.72% | 8.97% |
| 14 | 603345 | 安井食品 | 81.20 | -0.01% | 77.78 | 25.93 | 51.85 | 46.67 | 0.48% | 12.82% | -2.54% | -4.59% | -2.10% | 2024-12-30 | 238.15 | -93,801,784.00 | 45.88 | 3.89% | 10.00% |
| 15 | 001215 | 千味央厨 | 30.82 | -0.55% | 70.37 | 48.15 | 29.63 | 45.19 | -0.22% | 9.90% | 8.07% | -12.30% | -0.87% | 2024-12-30 | 29.87 | -7,518,332.00 | 19.26 | 0.00% | 2.53% |
| 16 | 002216 | 三全食品 | 11.54 | -2.37% | 33.33 | 22.22 | 70.37 | 43.70 | -0.43% | 3.83% | -5.29% | -2.26% | -6.33% | 2024-12-30 | 72.76 | 507,179.00 | 4.93 | 4.96% | 6.16% |
| 17 | 000639 | ST西王 | 1.58 | 3.27% | 29.63 | 70.37 | 22.22 | 42.96 | 8.20% | 3.29% | 14.41% | -15.90% | -56.59% | 2024-12-30 | 17.05 | -13,070,963.00 | 1.65 | 0.00% | 1.44% |
| 18 | 605338 | 巴比食品 | 18.55 | -2.11% | 66.67 | 40.74 | 25.93 | 40.00 | -1.49% | 9.67% | 6.57% | -14.15% | 6.06% | 2024-12-30 | 44.44 | -1,808,450.00 | 13.44 | 6.47% | 3.77% |
| 19 | 002515 | 金字火腿 | 6.25 | -0.64% | 3.70 | 11.11 | 81.48 | 37.78 | -0.29% | -8.43% | -12.08% | 4.85% | 32.98% | 2024-12-30 | 68.87 | 30,964,163.00 | 2.31 | 0.16% | 5.83% |
| 20 | 000895 | 双汇发展 | 23.60 | -1.42% | 44.44 | 33.33 | 33.33 | 35.56 | -0.02% | 4.77% | -0.88% | -8.85% | -9.75% | 2024-12-30 | 817.55 | -30,405,190.00 | 6.04 | 3.39% | 10.00% |
| 21 | 002661 | 克明食品 | 7.21 | -0.69% | 14.81 | 37.04 | 37.04 | 32.59 | -3.69% | -0.72% | 6.48% | -8.77% | -28.47% | 2024-12-30 | 22.24 | -4,767,622.00 | 6.50 | 3.90% | 1.88% |
| 22 | 920429 | 康比特 | 9.86 | -7.50% | 81.48 | 7.41 | 14.81 | 25.19 | 11.73% | 13.35% | -15.46% | -26.23% | -34.00% | 2024-12-30 | 11.19 | 319,998.00 | 6.71 | 0.00% | 0.95% |
| 23 | 002840 | 华统股份 | 7.70 | 3.91% | 11.11 | 51.85 | 3.70 | 24.44 | 3.16% | -3.54% | 8.54% | -31.78% | -40.86% | 2024-12-30 | 61.33 | -28,384,744.00 | 4.18 | 0.00% | 5.20% |
| 24 | 920826 | 盖世食品 | 8.29 | 0.12% | 74.07 | 14.81 | 7.41 | 23.70 | 6.51% | 12.42% | -11.66% | -28.51% | -17.43% | 2024-12-30 | 5.24 | -4,587,498.00 | 2.74 | 0.00% | 0.44% |
| 25 | 600530 | 交大昂立 | 3.61 | 0.28% | 22.22 | 3.70 | 18.52 | 13.33 | 2.56% | -0.08% | -21.19% | -20.73% | -17.77% | 2024-12-30 | 27.97 | 3,231,356.00 | 1.47 | 0.00% | 2.37% |
| 26 | 002726 | ST龙大 | 1.86 | 2.76% | 0.00 | 29.63 | 0.00 | 11.85 | -5.56% | -16.60% | -2.14% | -34.57% | -76.57% | 2024-12-30 | 25.30 | -39,880,379.00 | 0.46 | 0.00% | 2.14% |
| 27 | 603262 | 技源集团 | 16.20 | -1.40% | 7.41 | 0.00 | 11.11 | 5.93 | -0.56% | -7.17% | -21.77% | -28.04% | -60.25% | 2025-07-23 | 16.90 | -4,290,396.00 | 24.18 | 0.85% | 1.43% |
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。