2026 年 10 月 14 日 星期三登录订阅
产业

电子零组件业

电子零组件业的上市柜个股:今日涨跌、成交值与三大法人;点栏名可以换排序。

价量日 2026-10-13・共 208 档
今日等权涨跌
-1.95%
成分股涨跌的平均
涨/跌/平
32/164/12
共 208 档
成交值
3,047 亿
产业内个股合计
三大法人
-302.1 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:205 档中 165 档营收年增为正;年增中位数 +25.5%(前 3 个月中位数 +28.8%)。

26/09 月年增为正165 /205 档
年增中位数+26%
前 3 个月 +29% ↓
成分股年增中位数,近 12 个月+26%25/1026/09
年减年增(颜色越深幅度越大,60% 封顶)
公司(营收规模前 24)25/1025/1125/1226/0126/0226/0326/0426/0526/0626/0726/0826/09
2308 台达电+48+38+39+33+31+38+44+44+55+48+35+15
4958 臻鼎-KY-7-7+23+1-4+7+12+37+33+32+41+36
2383 台光电+39+28+36+55+45+57+94+115+121+129+130+169
3037 欣兴+8+20+27+34+16+23+28+32+36+44+56+65
2327 国巨+8+22+30+27+18+23+22+47+39+52+52+46
3044 健鼎+11+10+12+31+11+24+29+47+42+57+65+54
2368 金像电+84+72+46+69+54+63+58+87+78+77+76+55
2313 华通+6-1+13+400+11-3+13+21+16+7+15
5469 瀚宇博+49+50+54+59+39+47+6+4+15+24+26+36
2392 正崴-16-29-28-19-21+32-6+16-42+33-25-48
4915 致伸+19+1+22+43-17+4+13+13+28+9+20+15
2385 群光-20-10-5+2-13+4-9-11-5-12-23-25
6274 台燿+41+34+61+75+27+72+96+124+108+122+132+115
6213 联茂+9+11+30+42+9+14+14+29+48+97+98+111
8046 南电+42+37+47+45+13+39+39+36+50+50+41+58
2492 华新科+3+6+7+20-4+11+16+16+26+42+46+54
2059 川湖+63+64+53+44+31+39+79+172+221+356+344+196
6191 精成科+86+84+91+93+71+78+2-2+10+19+20+36
6282 康舒+11+21+6+29+15+17+35+26+28+42+38+24
3533 嘉泽+3+4+29+31+5+23+15+9+17+19+20+16
3023 信邦-9-11-1+2-5+8+15+18+18+29+32+26
3715 定颖投控+22+12+27+9+23+42+31+69+45+70+84+85
3653 健策+30+17+13+29-15+19+27+38+58+91+91+80
2328 广宇-16-8-15-15-34-28-17+1-1+16+20+34
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 205 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 27.5%,比一年前 +3.9 个百分点。

24 Q324 Q425 Q125 Q225 Q325 Q426 Q126 Q2
合计营收年增+8.6%+8.3%+18.5%+12.2%+11.3%+13.9%+19.0%+28.8%
加权毛利率24.5%22.6%23.7%23.6%23.7%24.8%26.3%27.5%
加权营业利润率11.4%8.7%10.1%10.3%10.6%11.3%12.8%14.4%

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 30.5 倍(10/13),比近 5 年 92% 的月份高;近 5 年区间 10.4–45.3 倍、中位 18.5 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

MLCC 与被动元件(23 档) 高阶 CCL 与上游材料(20 档) AI 服务器 PCB(19 档) AI 服务器电源(HVDC 与 BBU)(16 档) AI 服务器组装代工(15 档) ABF 载板(13 档) 低轨卫星(12 档) 储能与电池(11 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。

6834 天二科技159.50+10.00%25.67+6.14+51.2%+49.1%
3597 映兴48.60+9.95%0.55+0.01+81.3%+83.4%
6217 中探针197.00+9.75%28.59+4.42+14.5%-9.6%
5228 钰铠63.80+7.05%0.83+0.01+54.7%+32.0%
6114 久威26.45+6.44%0.23-0.01+10.9%-7.2%
5460 同协21.50+4.37%0.37-0.02+25.0%+24.6%
6191 精成科96.40+3.10%22.94-2.10+17.6%+3.1%
3288 点晶22.10+2.55%0.02+0.00+8.6%-8.9%
3605 宏致183.00+2.23%78.29-4.32+43.0%+118.7%
4943 康控-KY6.84+2.09%0.00—-5.0%-21.3%
2355 敬鹏50.70+2.01%14.90-0.69+21.1%+11.4%
6538 仓和309.00+1.98%7.63+0.46-8.7%+108.8%
6279 胡连118.50+1.72%0.67+0.12+5.8%+3.7%
6821 联宝44.75+1.70%0.15-0.03+11.9%-7.0%
6715 嘉基507.00+1.20%16.04-0.42+50.7%+23.4%
6108 竞国26.25+1.16%1.00-0.04+12.7%+50.4%
6449 钰邦268.50+1.13%18.06+0.03+18.5%-3.4%
6185 帏翔13.60+0.74%0.19-0.02+7.1%-4.2%
3011 今皓9.98+0.71%0.03+0.00-0.1%-19.8%
6913 鸿呈143.00+0.70%3.78-0.48+10.9%+12.6%
2440 太空梭14.40+0.70%0.02+0.00+1.4%-13.3%
2431 联昌10.25+0.49%0.01+0.00+2.0%-6.0%
6194 育富32.55+0.46%0.03+0.00+8.7%+8.9%
3679 新至升109.00+0.46%0.08+0.02+1.9%-1.4%
3115 富荣纲8.03+0.37%0.00+0.00—-12.6%
8109 博大134.00+0.37%0.26+0.01+5.1%-1.8%
3432 台端14.55+0.34%0.00-0.00+1.4%-18.0%
3354 律胜31.45+0.32%0.33+0.00+3.3%+29.4%
3710 连展投控8.15+0.25%0.01-0.00—+44.8%
3078 侨威47.20+0.21%0.22+0.00+8.4%-4.4%
4915 致伸63.50+0.16%1.02+0.31+2.3%-5.1%
3332 幸康64.00+0.16%0.01-0.00+2.4%-1.5%
2385 群光103.50+0.00%2.68+0.16+0.0%-1.9%
3310 佳颖68.50+0.00%0.02+0.00+1.5%+0.3%
3322 建舜电10.55+0.00%0.02+0.00-5.8%-18.2%
3492 长盛19.05+0.00%0.00+0.00-1.3%-11.4%
3609 三一东林25.50+0.00%0.02-0.01+32.8%-7.9%
3624 光颉166.50+0.00%46.97-1.61+46.7%+53.5%
3646 艾恩特25.10+0.00%0.01-0.00+3.7%+12.7%
3689 涌德118.50+0.00%1.17+0.58+7.7%+7.2%
6156 松上26.15+0.00%1.60-0.44+26.9%-0.6%
6597 立诚73.00+0.00%0.01-0.00+0.7%+9.4%
8042 金山电144.00+0.00%46.55-0.92+19.5%+0.3%
8046 南电1,440.00+0.00%105.92+10.74+34.6%+12.9%
3484 崧腾49.60-0.10%0.12+0.04+11.0%+2.1%
6275 元山45.65-0.11%0.04+0.02+0.3%+1.2%
6115 镒胜44.05-0.11%0.05-0.00+0.3%-3.6%
4974 亚泰68.80-0.15%0.05-0.00-4.4%-1.0%
3206 志丰34.10-0.15%0.02+0.01-3.1%-3.2%
2460 建通31.95-0.16%0.18-0.04+3.4%-0.6%
3550 联颖24.75-0.20%0.44-0.09+10.2%+0.2%
5355 佳总7.74-0.26%0.01+0.00+33.4%+23.6%
2421 建准168.00-0.30%1.97+0.21+1.8%+24.4%
6412 群电73.00-0.41%0.34-0.06-0.9%-12.6%
2328 广宇48.60-0.41%0.98+0.22+5.4%-1.5%
5475 德宏206.00-0.48%6.81+0.62+11.7%+17.4%
8249 菱光40.05-0.50%0.05+0.02+4.3%-14.1%
6224 聚鼎75.20-0.53%0.49-0.02-15.5%+19.4%
6124 业强26.70-0.56%0.00+0.00+0.8%-3.8%
4999 鑫禾17.70-0.56%0.01+0.00-2.2%-10.4%
2392 正崴40.00-0.62%0.74-0.17-7.8%+12.8%
6642 富致75.70-0.66%0.15-0.06-3.2%-6.1%
3645 达迈74.40-0.80%1.38-0.06+5.4%-1.3%
1336 台翰18.35-0.81%0.17-0.02+10.9%+19.2%
3520 华盈17.85-0.83%0.02+0.00+2.3%+10.5%
5488 松普11.55-0.86%0.04-0.01-2.1%-29.3%
6126 信音30.55-0.97%0.12-0.02+5.9%-3.9%
1582 信锦70.30-0.99%0.25+0.01-0.1%-8.2%
6220 岳丰25.10-0.99%0.12-0.05-1.6%-28.5%
3236 千如57.40-1.03%5.56-0.14+27.6%+8.1%
3533 嘉泽1,860.00-1.06%27.38+1.60+18.1%-6.3%
3607 谷崧13.90-1.07%0.01-0.00+3.0%-12.0%
1471 首利9.20-1.08%0.01-0.00-4.7%-8.5%
5457 宣德22.95-1.08%0.10-0.01-14.0%-22.9%
8093 保锐27.50-1.08%0.03+0.00—+41.0%
3308 联德21.65-1.14%0.01+0.00+0.5%+2.6%
2476 巨祥127.00-1.17%1.53+0.29+6.7%-1.1%
6418 咏升33.35-1.19%0.03-0.01-5.0%+4.7%
3044 健鼎572.00-1.21%15.58+3.32+13.7%+35.5%
3537 堡达55.80-1.24%0.21-0.04+5.1%-6.5%
6967 泛玮材料69.90-1.27%0.05+0.01+8.4%-12.2%
5469 瀚宇博82.40-1.32%2.21-0.15+14.9%+12.6%
3015 全汉51.90-1.33%0.14-0.01-0.2%-12.2%
3003 健和兴56.50-1.40%0.20-0.10-3.7%-12.9%
3501 维熹38.65-1.40%0.09-0.03-1.0%+0.1%
6155 钧宝69.20-1.42%2.76+0.07+21.2%+3.6%
2420 新巨55.20-1.43%0.19+0.02+1.7%-1.7%
3321 同泰16.65-1.48%0.04-0.00-2.6%-17.8%
7795 长广524.00-1.50%2.99+0.31-1.9%-6.9%
4927 泰鼎-KY57.00-1.55%6.59+0.74+33.3%+45.0%
6266 泰咏25.10-1.57%0.10+0.02+0.4%-3.5%
3217 优群125.00-1.57%0.43-0.21-2.0%-19.4%
6158 禾昌17.90-1.65%0.01-0.00+5.0%-4.5%
6284 佳邦77.30-1.65%0.48-0.08-1.9%-13.0%
8213 志超38.50-1.66%0.80+0.20+19.2%+17.0%
3023 信邦317.50-1.70%2.85+0.09-3.2%+4.1%
6153 嘉联益17.30-1.70%0.32-0.04-0.6%-4.9%
6127 九豪62.90-1.72%11.78-0.22+28.4%-5.7%
6207 雷科135.00-1.82%6.65+0.95+20.5%-3.5%
3390 旭软21.50-1.83%0.04-0.01-1.4%-16.9%
6203 海韵电58.70-1.84%0.06-0.01-2.3%-3.7%
3593 力铭10.45-1.88%0.00+0.00+1.5%-38.3%
3032 伟训76.00-1.94%0.20-0.01-2.1%-4.5%
2415 锠新27.30-1.97%0.04-0.02-1.8%-11.3%
6292 迅德67.90-2.02%0.22-0.01+2.7%+28.1%
3376 新日兴169.50-2.02%2.92-0.38-10.6%-10.9%
2402 毅嘉60.90-2.09%1.59+0.33+12.4%-0.2%
6213 联茂795.00-2.09%58.24-3.94+53.2%+144.6%
3548 兆利71.20-2.20%0.18-0.03-12.6%-9.9%
3021 鸿名26.55-2.21%0.09-0.00+12.3%+12.5%
1815 富乔130.00-2.26%76.40+5.28+3.2%+53.8%
4912 联德控股-KY104.00-2.35%0.33+0.12+15.6%+19.9%
8155 博智312.00-2.35%2.66-0.67-8.0%-4.7%
3388 崇越电82.60-2.36%0.55+0.13-0.6%+3.9%
3526 凡甲268.00-2.37%0.60-0.29-1.8%-14.2%
7788 松川精密308.50-2.37%5.06-0.15+0.2%+19.2%
3653 健策6,990.00-2.37%67.92+10.69+20.7%+107.2%
5328 华容56.20-2.43%2.19+0.12-3.3%-15.6%
6272 骅升23.90-2.45%0.05+0.00-19.3%-16.7%
6134 万旭27.20-2.51%0.09-0.02-4.1%-2.6%
3338 泰硕65.80-2.52%0.30+0.01-1.9%-3.5%
5340 建荣92.60-2.53%6.83+0.54+8.1%+19.2%
6664 群翊365.50-2.53%0.83-0.03+5.5%-3.6%
7744 崴宝493.00-2.57%0.50-0.14-4.1%+8.8%
3191 云嘉南16.90-2.59%0.01—+1.8%-7.9%
3290 东浦52.20-2.61%0.76-0.09+12.6%-23.2%
3090 日电贸167.00-2.62%8.32-0.70-2.3%-20.1%
6805 富世达2,210.00-2.64%24.94+3.02+0.9%+57.3%
2457 飞宏22.00-2.65%0.22-0.03-1.6%-17.8%
6269 台郡61.80-2.68%1.49-0.45-7.2%+1.1%
3294 英济30.65-2.70%0.11+0.02+4.4%-12.9%
8074 巨橡54.00-2.70%0.24+0.02+5.7%-10.0%
3207 耀胜37.80-2.70%0.05-0.01-1.6%-33.8%
3511 矽玛19.20-2.78%0.02-0.00+0.3%-12.7%
8038 长园科34.85-2.79%0.05-0.01+14.8%-11.4%
8147 正凌137.00-2.84%0.44-0.06+3.4%-2.5%
3276 宇环15.00-2.91%0.04-0.00+4.5%-10.4%
8291 尚茂26.30-2.95%0.01-0.00-11.6%-3.8%
6205 诠欣68.50-2.97%0.44+0.09+8.6%+2.5%
5498 凯崴52.00-2.99%0.76+0.04-0.7%-3.2%
8121 越峰32.00-3.03%0.26-0.04+16.6%-18.9%
6835 圆裕31.60-3.07%0.01+0.00+1.9%-3.2%
5309 系统电70.80-3.15%21.42-1.09+41.3%+22.1%
2462 良得电19.20-3.27%0.10+0.03-1.0%-10.1%
2472 立隆电235.50-3.29%23.44-7.14+8.5%-25.3%
3229 晟钛52.70-3.30%0.46+0.03-14.2%+30.3%
6781 AES-KY981.00-3.35%4.73-1.74-4.8%-6.1%
3357 台庆科215.00-3.37%2.52+0.36+3.9%-9.1%
2313 华通243.50-3.37%65.84-10.89+8.0%+3.4%
6175 立敦74.20-3.39%0.61-0.05+4.5%-31.3%
3092 鸿硕22.80-3.39%0.05-0.00-2.1%-10.2%
2478 大毅125.00-3.47%5.04-0.65+0.8%-20.9%
3631 晟楠45.60-3.49%0.36-0.07+16.8%+38.8%
4989 荣科68.60-3.52%4.50+0.70+10.3%-12.3%
6290 良维265.50-3.63%8.32-1.25-3.5%+5.7%
3296 胜德27.70-3.65%0.04-0.02+17.1%+2.0%
8071 能率网通20.85-3.70%0.09+0.01-6.3%-22.8%
4542 科峤348.00-3.73%17.84-0.31+25.9%-4.3%
6862 三集瑞-KY141.50-3.74%0.21-0.05+5.6%-14.5%
3114 好德37.55-3.84%0.24+0.04+23.9%+12.6%
2413 环科52.50-3.85%1.18+0.28+3.6%+20.7%
6259 百徽31.15-3.86%0.03+0.00+8.2%-14.5%
2375 凯美124.50-3.86%4.06-0.33+2.0%-23.6%
6727 亚泰金属522.00-3.87%9.69+0.20+0.2%+27.9%
4545 铭钰36.40-3.96%0.10-0.03+15.9%+3.9%
8103 瀚荃109.00-3.96%3.50+0.49-0.9%+30.7%
6204 艾华108.00-4.00%0.53-0.01+22.6%+29.1%
6432 今展科62.00-4.02%0.25+0.02+11.7%-13.9%
3026 禾伸堂806.00-4.05%79.07-4.73+0.4%+5.2%
5291 邑升59.30-4.20%0.22-0.07-1.3%+8.4%
3485 叙丰205.00-4.21%0.16+0.03+2.8%-19.6%
2367 燿华45.45-4.32%3.30-0.03+10.4%-5.6%
3715 定颖投控133.00-4.32%6.65-0.41+4.7%-2.9%
5227 立凯-KY27.55-4.34%0.14-0.02-7.7%-11.8%
3042 晶技195.50-4.40%16.57+0.47+8.3%+4.8%
8043 蜜望实137.00-4.53%2.95-0.05-3.2%-9.9%
2483 百容36.35-4.59%0.42+0.00+17.3%-24.7%
6282 康舒43.60-4.60%5.89-2.14+0.9%-16.3%
6274 台燿1,655.00-4.61%165.46-1.74+18.6%+27.8%
4939 亚电71.40-4.80%2.75+0.16-13.3%+6.9%
3058 立德8.52-4.80%0.10-0.04+5.4%-6.4%
8289 泰艺57.10-4.83%1.42-0.13+34.7%+9.0%
2059 川湖10,060.00-4.91%97.66-4.10-20.2%+16.6%
4958 臻鼎-KY552.00-4.99%199.81-5.23+11.6%-4.5%
6761 稳得158.50-5.09%0.36-0.03-4.5%-5.4%
2316 楠梓电163.50-5.22%4.37-1.22+1.6%-7.6%
2368 金像电1,170.00-5.26%156.12+11.22+12.0%+16.4%
6210 庆生18.55-5.36%0.02-0.00+4.5%-6.8%
6584 南俊国际493.50-5.46%2.24+0.12-10.9%-22.9%
6141 柏承51.70-5.48%1.41-0.56-6.7%+18.2%
2428 兴勤266.00-5.51%4.47-0.79+6.2%-5.8%
8358 金居493.00-5.56%20.16-1.63-5.4%+12.8%
2484 希华85.90-5.71%16.23-1.53+25.0%-3.2%
2467 志圣556.00-5.76%8.59-1.84-3.3%-10.3%
2327 国巨*599.00-5.82%362.96-86.02+4.7%-22.8%
6174 安碁57.50-5.89%1.53-0.00+35.3%-3.8%
3037 欣兴1,180.00-5.98%188.20-27.27+18.7%+33.8%
2492 华新科392.00-6.22%52.65+5.10+17.4%+14.8%
2493 扬博210.00-6.25%7.77+0.52+20.3%-10.4%
2308 台达电1,775.00-6.58%273.43-132.81+6.0%-6.8%
8182 加高40.90-6.83%0.40-0.02+6.0%-13.1%
6133 金桥25.80-6.86%0.76-0.18+16.7%+18.5%
5439 高技237.00-6.88%6.73-1.51-8.1%-15.6%
8039 台虹275.50-6.93%70.70+5.71+0.2%+38.1%
6197 佳必琪360.50-7.68%25.17+0.78+19.8%+10.8%
5464 霖宏79.60-8.08%0.64-0.05-11.2%-6.8%
2383 台光电5,545.00-9.84%276.19-62.14+3.2%+11.6%
6672 腾辉电子-KY539.00-9.87%11.58-0.74+80.3%+101.5%

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