EASTMONEY L2 INDUSTRY
休闲食品（BK1281）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，休闲食品官方综合位次为第82/128位（Rank 38.12）， 加权综合位次为第77/128位（Rank 42.50）。官方20R为82.81 （20日收益-2.48%）；有效成分股为23/23只， 最大单股权重为10.00%。
官方20R、60R、120R分别为82.81、17.97和35.94。 相对上证指数的20日超额收益为3.19%，自基准日以来收益为-10.65%。
20日相对强度明显领先，但长期排名仍偏后，属于近期加速型结构。
两种口径对照
成分股加权口径的综合位次为第77位，20日相对强度为57.81， 20日相对上证指数收益为1.43%。官方指数与加权口径的位次差为5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23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 | 002695 | 煌上煌 | 10.95 | 0.74% | 91.30 | 95.65 | 91.30 | 93.04 | 3.58% | 10.85% | 45.21% | 5.29% | 26.59% | 2024-12-30 | 56.00 | -2,493,288.00 | 5.00 | 0.91% | 4.91% |
| 2 | 002820 | 桂发祥 | 9.71 | 1.46% | 78.26 | 91.30 | 86.96 | 86.96 | -1.07% | 6.77% | 26.67% | 3.94% | -23.48% | 2024-12-30 | 19.50 | 1,438,943.00 | 4.15 | 1.50% | 1.71% |
| 3 | 603886 | 元祖股份 | 12.22 | 0.49% | 86.96 | 86.96 | 78.26 | 83.48 | -0.72% | 9.81% | 26.12% | -0.90% | -15.67% | 2024-12-30 | 29.33 | -4,621,293.00 | 5.61 | 4.91% | 2.57% |
| 4 | 000716 | 黑芝麻 | 4.89 | 0.62% | 26.09 | 78.26 | 95.65 | 74.78 | -0.57% | 0.75% | 16.33% | 5.84% | -26.80% | 2024-12-30 | 35.98 | -6,205,746.00 | 3.35 | 0.00% | 3.15% |
| 5 | 605339 | 南侨食品 | 12.82 | -0.47% | 69.57 | 65.22 | 43.48 | 57.39 | -0.02% | 5.26% | 12.74% | -9.18% | -25.68% | 2024-12-30 | 54.39 | -115,725.00 | 8.01 | 0.23% | 4.77% |
| 6 | 001219 | 青岛食品 | 12.47 | -0.72% | 65.22 | 56.52 | 52.17 | 56.52 | -1.97% | 5.13% | 9.59% | -6.56% | -10.67% | 2024-12-30 | 23.72 | -5,446,472.00 | 5.52 | 2.81% | 2.08% |
| 7 | 603043 | 广州酒家 | 13.36 | -0.30% | 73.91 | 34.78 | 69.57 | 56.52 | -0.61% | 5.98% | 4.29% | -3.78% | -20.33% | 2024-12-30 | 75.14 | 4,345,807.00 | 2.77 | 3.75% | 6.59% |
| 8 | 603697 | 有友食品 | 9.29 | -1.69% | 52.17 | 30.43 | 82.61 | 55.65 | -0.36% | 3.91% | 2.96% | 0.48% | -9.19% | 2024-12-30 | 39.73 | -4,616,272.00 | 3.97 | 4.95% | 3.48% |
| 9 | 603777 | 来伊份 | 13.13 | 0.61% | 47.83 | 69.57 | 39.13 | 53.04 | -1.73% | 3.61% | 14.16% | -9.22% | -6.35% | 2024-12-30 | 43.91 | 6,447,329.00 | 5.47 | 0.00% | 3.85% |
| 10 | 002956 | 西麦食品 | 18.63 | -2.72% | 95.65 | 73.91 | 8.70 | 52.17 | 8.32% | 26.32% | 16.15% | -23.65% | 9.78% | 2024-12-30 | 58.22 | 51,642,582.00 | 4.41 | 2.06% | 5.10% |
| 11 | 300783 | 三只松鼠 | 16.57 | -2.07% | 60.87 | 26.09 | 73.91 | 52.17 | 0.07% | 4.40% | 2.61% | -1.58% | -55.67% | 2024-12-30 | 46.44 | -10,047,566.00 | 20.71 | 0.70% | 4.07% |
| 12 | 603719 | 良品铺子 | 8.73 | -1.47% | 34.78 | 47.83 | 60.87 | 50.43 | -3.67% | 2.00% | 7.11% | -4.50% | -40.12% | 2024-12-30 | 34.74 | -5,090,631.00 | 4.67 | 2.87% | 3.05% |
| 13 | 603517 | ST绝味 | 11.12 | 3.15% | 8.70 | 60.87 | 56.52 | 48.70 | 1.53% | -3.11% | 12.72% | -5.60% | -34.01% | 2024-12-30 | 67.39 | -69,817,803.00 | 10.02 | 0.00% | 5.91% |
| 14 | 603866 | 桃李面包 | 4.11 | 0.49% | 43.48 | 52.17 | 47.83 | 48.70 | -2.53% | 2.48% | 7.18% | -9.04% | -39.65% | 2024-12-30 | 65.75 | -14,214,189.00 | 21.63 | 4.87% | 5.76% |
| 15 | 002719 | ST麦趣 | 5.88 | 0.86% | 17.39 | 82.61 | 17.39 | 43.48 | -1.21% | -1.09% | 20.58% | -19.41% | -25.38% | 2024-12-30 | 9.52 | -10,172,105.00 | 0.42 | 0.00% | 0.83% |
| 16 | 003000 | 劲仔食品 | 9.17 | -1.19% | 30.43 | 17.39 | 65.22 | 39.13 | 1.11% | 1.78% | -3.46% | -4.00% | -32.82% | 2024-12-30 | 27.32 | -1,727,464.00 | 2.80 | 4.37% | 2.40% |
| 17 | 002557 | 洽洽食品 | 18.76 | -2.85% | 82.61 | 21.74 | 34.78 | 39.13 | -0.65% | 7.10% | -0.37% | -11.10% | -37.05% | 2024-12-30 | 94.44 | -18,420,120.00 | 9.93 | 5.23% | 8.28% |
| 18 | 300973 | 立高食品 | 24.42 | -2.63% | 39.13 | 43.48 | 21.74 | 33.91 | -1.27% | 2.22% | 6.87% | -18.07% | -38.16% | 2024-12-30 | 28.95 | -8,944,417.00 | 14.80 | 2.82% | 2.54% |
| 19 | 002991 | 甘源食品 | 37.50 | -1.19% | 56.52 | 13.04 | 26.09 | 26.96 | -0.01% | 4.40% | -4.04% | -16.72% | -58.05% | 2024-12-30 | 18.73 | -2,291,327.00 | 50.00 | 4.31% | 1.64% |
| 20 | 002582 | 好想你 | 9.09 | -0.33% | 21.74 | 39.13 | 13.04 | 25.22 | -1.03% | -0.90% | 6.86% | -19.68% | 11.40% | 2024-12-30 | 31.29 | -25,788,397.00 | 9.99 | 6.50% | 2.74% |
| 21 | 002847 | 盐津铺子 | 39.96 | -10.00% | 13.04 | 8.70 | 30.43 | 18.26 | -6.91% | -2.79% | -12.78% | -16.59% | -35.24% | 2024-12-30 | 97.41 | 6,512,403.00 | 22.20 | 3.51% | 8.54% |
| 22 | 603057 | 紫燕食品 | 16.70 | -1.36% | 4.35 | 4.35 | 0.00 | 2.61 | -2.03% | -7.30% | -13.82% | -29.74% | -20.89% | 2024-12-30 | 68.80 | -5,825,480.00 | 4.91 | 1.08% | 6.03% |
| 23 | 300972 | 万辰集团 | 137.05 | -1.72% | 0.00 | 0.00 | 4.35 | 1.74 | -11.37% | -18.38% | -25.12% | -24.84% | 78.15% | 2024-12-30 | 247.77 | -50,248,188.00 | 13.50 | 0.82% | 10.00% |
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。