AHI Journal产业
电脑及周边设备业
电脑及周边设备业的上市柜个股：今日涨跌、成交值与三大法人；点栏名可以换排序。
今日等权涨跌
-0.65%
成分股涨跌的平均
涨／跌／平
27／75／5
共 108 档
成交值
694 亿
产业内个股合计
三大法人
-3.4 亿
逐档股数×收盘估算・2026-10-13
成分股月营收年增（近 12 个月）
2026/09 月：108 档中 78 档营收年增为正；年增中位数 +19.1%（前 3 个月中位数 +24.5%）。
26/09 月年增为正78 ／108 档
年增中位数+19%
前 3 个月 +25% ↓
前 3 个月 +25% ↓
成分股年增中位数，近 12 个月
年减年增（颜色越深幅度越大，60% 封顶）
| 公司（营收规模前 24） | 25/10 | 25/11 | 25/12 | 26/01 | 26/02 | 26/03 | 26/04 | 26/05 | 26/06 | 26/07 | 26/08 | 26/09 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 3231 纬创 | +92 | +195 | +142 | +152 | +177 | +118 | +112 | +39 | +54 | +61 | +166 | +87 |
| 2382 广达 | +27 | +36 | +97 | +62 | +43 | +88 | +121 | +94 | +103 | +131 | +177 | +77 |
| 4938 和硕 | -1 | -4 | -2 | -12 | -18 | -1 | -15 | +12 | +16 | +12 | +34 | +87 |
| 6669 纬颖 | +158 | +159 | +144 | +122 | +103 | +14 | +30 | +18 | +30 | +39 | +50 | +100 |
| 2356 英业达 | -15 | -14 | -11 | +35 | -1 | +47 | +37 | +35 | +62 | +66 | +36 | +63 |
| 2357 华硕 | +33 | +21 | +47 | +80 | +19 | +34 | +46 | +9 | +56 | +53 | +51 | +18 |
| 2324 仁宝 | -28 | -21 | +3 | +7 | -22 | +17 | +16 | +22 | +58 | +38 | +15 | +35 |
| 2376 技嘉 | +10 | +38 | +72 | +57 | +47 | +75 | +74 | +5 | +69 | +60 | +98 | +125 |
| 2353 宏碁 | +13 | +8 | +16 | +40 | +26 | +2 | +68 | +37 | -3 | +22 | +38 | +18 |
| 3017 奇𬭎 | +132 | +142 | +110 | +150 | +75 | +112 | +72 | +61 | +66 | +57 | +54 | +45 |
| 2377 微星 | +3 | +7 | +34 | +34 | -3 | -12 | -22 | -24 | -9 | 0 | -6 | +2 |
| 2352 佳世达 | -5 | -5 | +1 | +7 | -7 | +10 | -2 | -2 | -1 | +4 | +12 | +8 |
| 3706 神达 | +70 | -1 | +25 | +34 | +25 | +43 | +32 | +49 | +81 | +50 | +120 | +89 |
| 2301 光宝科 | +23 | +14 | +11 | +16 | +17 | +23 | +25 | +30 | +37 | +38 | +25 | +22 |
| 6414 桦汉 | -5 | 0 | 0 | +2 | +3 | +19 | +22 | +35 | +57 | +55 | +43 | +45 |
| 2395 研华 | +9 | +10 | +12 | +23 | +6 | +22 | +35 | +32 | +73 | +88 | +88 | +73 |
| 5289 宜鼎 | +87 | +110 | +152 | +307 | +403 | +485 | +583 | +641 | +696 | +637 | +576 | +536 |
| 3709 鑫联大投控 | +32 | +25 | +4 | +133 | -23 | +23 | +9 | +2 | +72 | +102 | +76 | +119 |
| 3515 华擎 | +21 | +76 | +45 | +41 | -30 | +55 | -47 | -16 | +48 | +131 | +3 | +27 |
| 6121 新普 | 0 | +10 | +25 | +3 | -6 | +5 | +4 | +4 | +12 | +12 | +5 | -21 |
| 7711 永擎 | — | — | — | — | — | — | — | — | — | — | — | +42 |
| 3005 神基 | +11 | +16 | +11 | +1 | 0 | -7 | +8 | +15 | +29 | +16 | +18 | +16 |
| 5386 青云 | +90 | +67 | +69 | +407 | +1025 | +547 | +405 | +413 | +442 | +716 | +1846 | +575 |
| 8210 勤诚 | +91 | +68 | +68 | +137 | +50 | +45 | +5 | +37 | +98 | +42 | +41 | +14 |
公司（依最新年增）25/1026/09 ▸最新年增
单位：%（与去年同月比），框起来的是最新月；「加速／放缓」＝最新月比前 3 个月平均多或少 5 个百分点以上。数字卡与折线用全部 108 档计，下方列营收规模前 24 档。资料：公开资讯观测站月营收。
产业获利结构（近 8 季）
最新一季（26 Q2）加权毛利率 8.9%，比一年前 +0.5 个百分点。
| 24 Q3 | 24 Q4 | 25 Q1 | 25 Q2 | 25 Q3 | 25 Q4 | 26 Q1 | 26 Q2 | |
|---|---|---|---|---|---|---|---|---|
| 合计营收年增 | +17.6% | +21.5% | +34.6% | +41.6% | +25.7% | +38.7% | +49.7% | +48.0% |
| 加权毛利率 | 10.1% | 9.6% | 10.1% | 8.5% | 9.3% | 8.7% | 8.6% | 8.9% |
| 加权营业利润率 | 4.3% | 3.3% | 4.6% | 3.4% | 4.1% | 3.9% | 4.4% | 4.9% |
成分股单季损益合计（加权＝合计毛利÷合计营收），只用已过法定公布期限的季别；年增为成分股合计对去年同季合计（公司家数可能略有不同）。
估值位置
成分股市盈率中位数 18.1 倍（10/13），比近 5 年 36% 的月份高；近 5 年区间 11.2–25.2 倍、中位 20.5 倍。
成分股近 4 季市盈率的中位数（亏损股不计），每月 15 日快照，近 61 个月。位置只描述高低，不代表合理价；景气循环产业在获利谷底时市盈率会机械性偏高。
相关题材
工业电脑与边缘 AI（15 档） AI PC 与 AI 手机（10 档） 服务器机壳与滑轨（9 档） AI 服务器组装代工（7 档） 液冷散热（6 档） 电动车充电桩与换电（5 档） 电动自行车与轻型电动车（5 档） 机器人（4 档）
每个数字怎么算：方法论。本页为公开资料整理，不构成投资建议。
| 3287 广寰科 | 52.50 | +9.95% | 2.22 | +0.40 | +47.1% | +81.4% |
| 1569 滨川 | 81.00 | +9.91% | 13.38 | +0.81 | +65.8% | +74.9% |
| 6117 迎广 | 71.10 | +9.89% | 1.59 | +0.21 | +15.0% | +7.9% |
| 8050 广积 | 66.70 | +9.88% | 6.63 | +1.23 | +21.1% | +13.0% |
| 3483 力致 | 89.60 | +9.40% | 2.59 | +0.42 | +16.7% | +14.3% |
| 2465 丽台 | 89.40 | +6.56% | 3.08 | +0.21 | -2.5% | +10.6% |
| 5465 富骅 | 35.80 | +6.55% | 0.55 | +0.04 | +48.2% | +51.7% |
| 6150 撼讯 | 72.90 | +5.65% | 1.50 | +0.36 | +21.5% | +20.7% |
| 4938 和硕 | 102.50 | +3.96% | 77.46 | +17.39 | +12.6% | +23.2% |
| 3540 曜越 | 24.55 | +3.59% | 0.18 | +0.06 | +10.1% | +15.4% |
| 6928 攸泰科技 | 45.10 | +3.20% | 0.04 | -0.00 | -5.7% | -12.4% |
| 3416 融程电 | 183.00 | +3.10% | 1.08 | +0.14 | +13.7% | +11.7% |
| 6591 动力-KY | 43.30 | +1.64% | 0.04 | -0.00 | +2.7% | -4.5% |
| 5223 安力-KY | 22.50 | +1.58% | 0.00 | +0.00 | -2.2% | -8.4% |
| 6161 捷波 | 49.00 | +1.34% | 0.17 | +0.00 | -1.7% | -5.2% |
| 3349 宝德 | 19.15 | +1.32% | 0.11 | +0.00 | -6.6% | -22.2% |
| 2377 微星 | 157.00 | +1.29% | 13.47 | +3.80 | +5.4% | +11.5% |
| 5438 东友 | 17.05 | +0.89% | 0.01 | +0.00 | +2.1% | -9.5% |
| 3706 神达 | 83.00 | +0.85% | 8.35 | +4.45 | +1.2% | +5.0% |
| 3515 华擎 | 227.00 | +0.67% | 1.35 | +0.40 | +2.5% | +9.4% |
| 2397 友通 | 65.60 | +0.61% | 0.30 | +0.12 | +9.7% | +12.5% |
| 3005 神基 | 119.00 | +0.42% | 2.50 | +1.33 | +3.5% | +4.8% |
| 3088 艾讯 | 128.00 | +0.39% | 0.87 | +0.06 | +1.6% | -5.4% |
| 3479 安勤 | 132.50 | +0.38% | 1.83 | +0.04 | -0.4% | -9.2% |
| 2362 蓝天 | 47.30 | +0.32% | 0.28 | +0.19 | -0.6% | +11.6% |
| 2382 广达 | 323.00 | +0.31% | 34.02 | +7.97 | -3.9% | -8.2% |
| 3494 诚研 | 7.05 | +0.28% | 0.00 | +0.00 | -0.6% | -9.3% |
| 3611 鼎翰 | 184.50 | +0.00% | 0.09 | +0.02 | +0.8% | -1.2% |
| 6206 飞捷 | 136.50 | +0.00% | 1.09 | +0.01 | +1.1% | +14.4% |
| 6680 鑫创电子 | 50.50 | +0.00% | 0.00 | +0.00 | — | -9.7% |
| 8114 振桦电 | 180.50 | +0.00% | 0.48 | -0.11 | +1.1% | -7.0% |
| 8410 森田 | 26.40 | +0.00% | 0.01 | +0.00 | -9.3% | -15.1% |
| 2376 技嘉 | 355.50 | -0.14% | 12.69 | -0.53 | +1.1% | +9.4% |
| 2352 佳世达 | 28.95 | -0.17% | 1.04 | +0.46 | -0.2% | -4.5% |
| 6277 宏正 | 81.10 | -0.25% | 0.34 | +0.11 | +4.5% | +12.8% |
| 2353 宏碁 | 31.25 | -0.32% | 3.23 | +1.13 | -0.8% | +1.6% |
| 2395 研华 | 718.00 | -0.42% | 13.63 | +0.29 | +9.0% | +38.4% |
| 6414 桦汉 | 402.50 | -0.49% | 3.60 | +1.04 | +8.1% | +0.6% |
| 3712 永崴投控 | 19.90 | -0.50% | 0.06 | +0.00 | -6.1% | +16.7% |
| 6128 上福 | 19.20 | -0.52% | 0.01 | +0.00 | +1.3% | -6.8% |
| 2432 倚天酷碁-创 | 28.60 | -0.52% | 0.00 | +0.00 | +4.0% | +0.2% |
| 5490 同亨 | 25.10 | -0.59% | 0.06 | -0.01 | -2.1% | -17.6% |
| 6570 维田 | 46.40 | -0.64% | 0.11 | -0.03 | -3.7% | -6.6% |
| 6579 研扬 | 150.00 | -0.66% | 0.29 | +0.01 | +1.0% | -6.0% |
| 3272 东硕 | 13.90 | -0.71% | 0.00 | +0.00 | -2.8% | -9.7% |
| 6577 劲丰 | 79.80 | -0.75% | 0.03 | +0.00 | +2.0% | +3.0% |
| 5356 协益 | 25.70 | -0.77% | 0.03 | -0.00 | -1.9% | +2.0% |
| 3213 茂讯 | 123.00 | -0.81% | 0.20 | -0.05 | +0.4% | -2.4% |
| 2387 精元 | 36.05 | -0.83% | 0.12 | -0.03 | -1.8% | -7.0% |
| 5426 振发 | 28.05 | -0.88% | 0.13 | -0.01 | +1.6% | +1.1% |
| 6121 新普 | 361.00 | -0.96% | 1.75 | -0.51 | -4.6% | -6.6% |
| 2405 辅信 | 15.05 | -0.99% | 0.11 | +0.03 | +2.0% | -12.5% |
| 6235 华孚 | 35.60 | -1.11% | 0.12 | -0.05 | -7.3% | -15.9% |
| 2357 华硕 | 966.00 | -1.13% | 20.55 | +0.98 | -2.3% | +35.1% |
| 3046 建碁 | 51.50 | -1.15% | 0.16 | -0.08 | -2.8% | -5.0% |
| 3022 威强电 | 89.00 | -1.22% | 0.59 | -0.13 | +5.5% | +8.9% |
| 6922 宸曜 | 200.50 | -1.23% | 0.14 | -0.01 | +5.5% | +16.9% |
| 5258 虹堡 | 45.45 | -1.30% | 0.72 | -0.04 | +3.6% | -13.8% |
| 3231 纬创 | 187.00 | -1.32% | 74.20 | +1.54 | +1.1% | +27.6% |
| 2356 英业达 | 57.30 | -1.38% | 7.44 | -1.15 | -8.5% | -5.6% |
| 3652 精联 | 34.90 | -1.41% | 0.03 | -0.00 | +5.3% | +13.3% |
| 6933 AMAX-KY | 377.00 | -1.44% | 16.31 | -0.53 | +12.2% | +133.4% |
| 2417 圆刚 | 37.25 | -1.46% | 0.10 | -0.03 | -3.1% | -11.6% |
| 3071 协禧 | 22.30 | -1.55% | 0.06 | -0.01 | -4.1% | -18.9% |
| 2380 虹光 | 15.65 | -1.57% | 0.01 | +0.00 | -8.5% | -20.2% |
| 2331 精英 | 18.40 | -1.60% | 0.19 | -0.08 | -1.9% | -9.8% |
| 3057 乔鼎 | 14.95 | -1.64% | 0.01 | -0.00 | -11.5% | -11.3% |
| 8234 新汉 | 63.30 | -1.71% | 0.21 | +0.06 | -0.8% | -5.2% |
| 3325 旭品 | 11.25 | -1.75% | 0.01 | +0.00 | +0.0% | -12.5% |
| 3594 磐仪 | 47.50 | -1.76% | 0.21 | +0.03 | +2.5% | -8.1% |
| 3709 鑫联大投控 | 66.40 | -1.78% | 0.29 | -0.04 | +5.4% | -12.5% |
| 2365 昆盈 | 27.05 | -1.81% | 0.18 | -0.02 | -4.4% | -14.7% |
| 3323 加百裕 | 29.65 | -1.82% | 0.16 | -0.01 | +9.6% | -10.4% |
| 3577 泓格 | 93.60 | -1.89% | 0.25 | -0.04 | -14.1% | -32.4% |
| 5215 科嘉-KY | 36.85 | -1.99% | 0.02 | -0.00 | -4.3% | -8.9% |
| 3701 大众控 | 60.80 | -2.09% | 1.19 | +0.10 | +47.9% | +47.6% |
| 6160 欣技 | 13.70 | -2.14% | 0.01 | +0.00 | -6.2% | -13.0% |
| 8163 达方 | 29.10 | -2.18% | 0.26 | -0.04 | -3.0% | -17.7% |
| 2324 仁宝 | 35.80 | -2.19% | 15.48 | -6.79 | -7.4% | -0.4% |
| 2399 映泰 | 47.50 | -2.46% | 5.04 | -1.74 | +4.7% | +16.9% |
| 2425 承启 | 34.80 | -2.52% | 0.31 | +0.03 | -6.7% | -19.7% |
| 8076 伍丰 | 20.65 | -2.59% | 0.22 | -0.10 | -4.8% | -11.5% |
| 2364 伦飞 | 63.30 | -2.62% | 0.10 | -0.02 | +0.0% | +1.0% |
| 6230 尼得科超众 | 110.50 | -2.64% | 0.05 | -0.03 | +2.8% | -6.4% |
| 8210 勤诚 | 838.00 | -2.67% | 16.77 | -2.96 | -7.9% | -28.7% |
| 6831 迈科 | 478.50 | -2.84% | 3.62 | -0.71 | -13.3% | -29.6% |
| 4916 事欣科 | 100.00 | -2.91% | 1.68 | -0.07 | +5.6% | -9.0% |
| 3060 铭异 | 27.65 | -2.98% | 0.31 | -0.01 | +4.3% | -14.3% |
| 3017 奇𬭎 | 3,280.00 | -3.10% | 92.74 | -12.17 | -5.2% | +48.4% |
| 5386 青云 | 264.00 | -3.12% | 1.92 | -0.02 | -15.1% | +3.8% |
| 3002 欧格 | 18.60 | -3.38% | 0.02 | -0.00 | +9.4% | -1.8% |
| 6441 广锭 | 21.20 | -3.42% | 0.05 | +0.01 | -18.8% | -2.8% |
| 5474 聪泰 | 154.00 | -3.45% | 0.22 | +0.05 | +3.7% | +1.7% |
| 6669 纬颖 | 2,195.00 | -3.52% | 52.50 | -3.09 | -6.4% | +28.0% |
| 3693 营邦 | 700.00 | -3.71% | 11.81 | -0.21 | +1.3% | +47.8% |
| 6188 广明 | 63.20 | -3.81% | 0.87 | -0.50 | -0.5% | -13.3% |
| 2495 普安 | 34.70 | -3.88% | 0.61 | -0.09 | -6.1% | -16.8% |
| 3013 晟铭电 | 91.30 | -4.10% | 2.49 | -0.34 | +4.5% | -1.6% |
| 2301 光宝科 | 276.00 | -4.17% | 48.44 | -10.11 | -5.2% | +27.8% |
| 6166 凌华 | 115.00 | -4.56% | 2.38 | +0.52 | +2.2% | -10.2% |
| 6276 安钛克 | 18.50 | -4.64% | 0.01 | +0.00 | -2.1% | -14.7% |
| 6228 全谱 | 17.25 | -5.22% | 0.00 | — | — | -7.8% |
| 4931 新盛力 | 228.50 | -5.38% | 8.62 | +0.70 | -6.4% | +3.4% |
| 5289 宜鼎 | 1,190.00 | -5.56% | 23.59 | -2.57 | -7.8% | -12.0% |
| 7711 永擎 | 578.00 | -5.56% | 8.86 | +2.27 | -2.0% | +84.1% |
| 3211 顺达 | 361.00 | -5.62% | 15.26 | -4.50 | -3.5% | -15.4% |
| 2305 全友 | 66.10 | -7.03% | 43.45 | -2.87 | +71.7% | +92.2% |
| 9912 伟联 | 13.00 | — | 0.00 | +0.00 | +0.0% | +2.4% |
产业分类依交易所产业别（同名的上市、上柜类别合并）。今日涨跌＝收盘对前一交易日；近 20／60 日含除权息还原。本页整理公开资料，不构成投资建议。 回今日个股 →
