南向资金对港股通标的股的整体持股比例为9.51%,86只个股南向资金持股比例超20%。
互联互通机制下,内地投资者成为港股市场的重要参与者。证券时报•数据宝统计显示,截至8月4日,港股通标的股中,南向资金合计持有2528.21亿股,占标的股总股本的比例达9.51%,合计持股市值20035.93亿港元,占标的股总市值的比例为7.23%。
具体到单只标的股来看,南向资金持股量占总股本比例20%以上的有86只,持股比例在10%~20%之间的有125只,持股比例在5%~10%的有108只,1%~5%的有135只,持股比例低于1%的为89只。南向资金持股比例最高的是保利物业,最新持有1.00亿股,占港股已发行股份的比例为65.48%,其次是山东墨龙、东方证券,持股占比分别为64.44%、51.07%。
从特征来看,南向资金高比例持有的个股,多数为AH概念股,统计显示,南向资金持股超20%的个股中,AH股共有59只,占比为68.60%;持有比例在10%~20%之间的个股中,AH股占比为29.60%。
以港交所行业分类进行统计,南向资金持股比例超20%的个股主要集中在工业、金融业等行业,分别有17只个股。(数据宝)
南向资金持有比例较高的港股
代码简称持股量(万股)占已发行股份比例(%)收盘价(港元)日涨跌幅(%)行业06049保利物业10041.1665.4842.5000.59地产建筑业00568山东墨龙16506.2864.442.8301.80能源业03958东方证券52464.1051.073.660-0.27金融业01375中州证券60605.6050.701.1600.87金融业01330绿色动力环保20148.1249.822.8900.35工业01065天津创业环保股份16700.8149.123.0500.66公用事业01282宝新金融1540784.4049.070.0375.71金融业00902华能国际电力股份226969.9248.283.4701.76公用事业01108洛阳玻璃股份11740.9846.9512.3202.84工业01071华电国际电力股份70933.0041.302.6801.90公用事业06886HTSC70200.8440.8310.2402.50金融业00719山东新华制药股份7957.1440.794.5500.66医疗保健业01812晨鸣纸业20837.6739.432.630-0.75原材料业00588北京北辰实业股份27172.8038.420.9300.00地产建筑业01776广发证券64780.4038.069.9001.23金融业01456国联证券16593.9537.474.4001.85金融业01171兖矿能源69696.1836.6725.2001.41能源业01186中国铁建75629.3636.414.3600.00地产建筑业01138中远海能46059.3535.535.150-3.74工业00895东江环保7112.7435.532.8800.35工业00038第一拖拉机股份13892.6135.433.2102.56工业03618重庆农村商业银行88807.3035.322.6900.37金融业00564郑煤机8532.0435.0710.100-3.99非必需性消费01088中国神华117033.9834.6421.8000.46能源业00525广深铁路股份49285.8034.421.2901.57非必需性消费01800中国交通建设149839.0033.903.6400.28地产建筑业00874白云山7403.6333.6620.3000.50医疗保健业02196复星医药18296.5533.1427.2501.87医疗保健业02768佳源国际控股214218.8632.810.2311.32地产建筑业00861神州控股53780.2232.133.4300.29资讯科技业02333长城汽车97216.2331.9912.040-1.95非必需性消费02727上海电气91993.3031.441.8400.55工业00728中国电信426516.8130.722.7001.89电讯业01057浙江世宝6642.7030.631.930-0.52非必需性消费06837海通证券103584.0630.385.1801.17金融业06078海吉亚医疗18704.5130.3246.5500.22医疗保健业00187京城机电股份3022.0030.223.7000.54工业01765希望教育232303.4428.930.6703.08非必需性消费03969中国通号56577.2028.732.4500.41资讯科技业01385上海复旦8086.1428.4233.8007.64资讯科技业00168青岛啤酒股份18587.5728.3778.3501.29必需性消费01797新东方在线28426.9828.3521.1008.99非必需性消费03898时代电气15278.9927.9033.4001.98工业01336新华保险28793.3127.8418.3602.34金融业01072东方电气9310.7827.379.4401.61工业00107四川成渝高速公路24487.8027.341.9600.00工业06066中信建投证券34363.0027.247.1901.99金融业02238广汽集团82278.8826.547.5100.27非必需性消费01816中广核电力295185.7026.431.8000.56公用事业01988民生银行215664.6425.912.5500.39金融业01873维亚生物49960.1525.812.0400.49医疗保健业01877君实生物5599.2225.5331.8503.75医疗保健业01398工商银行2215007.6925.514.0801.24金融业02611国泰君安35451.6025.469.2200.55金融业02380中国电力275352.9325.413.9100.51公用事业00811新华文轩11092.6025.095.150-1.34非必需性消费00059天誉置业211453.8025.030.0640.00地产建筑业06099招商证券31558.1224.757.1001.43金融业01610中粮家佳康96438.0124.713.2602.52必需性消费06855亚盛医药-B6436.8624.4016.0802.29医疗保健业03606福耀玻璃14545.1723.9636.900-2.38非必需性消费00548深圳高速公路股份17664.0023.627.1300.28工业01528红星美凯龙17131.0123.102.9001.05地产建筑业01548金斯瑞生物科技48788.9223.0728.7004.17医疗保健业01951锦欣生殖57732.4522.935.7204.00医疗保健业03908中金公司43578.2022.8813.7000.29金融业01618中国中冶65658.6022.861.5300.00地产建筑业01773天立国际控股49098.8022.791.0806.93非必需性消费06806申万宏源57068.1622.781.440-0.69金融业00956新天绿色能源41352.9522.473.4902.05公用事业02866中远海发82518.8022.441.1800.85工业00763中兴通讯16911.7922.3816.3403.42资讯科技业02601中国太保61949.8322.3116.0601.90金融业09939开拓药业-B8554.1022.0613.700-0.58医疗保健业01919中远海控73488.1821.9011.0200.18工业03759康龙化成4395.5821.8663.4000.88医疗保健业00576浙江沪杭甬31216.1021.766.160-0.65工业01302先健科技100759.9021.762.5200.80医疗保健业03323中国建材98483.4021.597.4701.22地产建筑业01635大众公用11449.3021.451.400-0.71公用事业06826昊海生物科技773.0721.2630.5500.00医疗保健业00819天能动力23940.9021.258.800-0.11工业03800协鑫科技575276.7221.213.1801.92工业01999敏华控股83298.8221.205.830-2.18非必需性消费09989海普瑞4605.9020.926.1701.48医疗保健业06865福莱特玻璃9193.2420.4225.8000.58工业01766中国中车87375.1519.982.8100.00工业00853微创医疗36397.9919.9319.6606.85医疗保健业02400心动公司9572.7919.9218.4604.53资讯科技业00995安徽皖通高速公路9814.4019.905.7300.00工业02009金隅集团45814.5519.581.0600.00地产建筑业00553南京熊猫电子股份4710.4019.463.660-2.66资讯科技业01339中国人民保险集团169703.7219.442.3200.87金融业00336华宝国际62026.1019.204.1101.73必需性消费01368特步国际50377.0619.1112.6001.61非必需性消费06881中国银河70362.5019.053.8400.52金融业00981中芯国际149292.7918.8816.7203.34资讯科技业09666金科服务12327.7418.8810.1004.99地产建筑业09922九毛九27374.4018.8218.3403.97非必需性消费03993洛阳钼业73337.3518.643.7001.65原材料业00998中信银行277020.4918.603.2801.23金融业02883中海油田服务33629.1818.567.110-0.56能源业06821凯莱英510.1818.51112.8009.51医疗保健业02331李宁48338.6918.4564.650-0.77非必需性消费06169宇华教育65895.6318.321.1803.51非必需性消费01787山东黄金15620.9618.1813.4200.60原材料业09995荣昌生物-B3441.7518.1550.15012.19医疗保健业06158正荣地产79261.3018.140.405-1.22地产建筑业03369秦港股份15057.8018.131.0900.00工业00338上海石油化工股份63147.3418.061.230-0.81原材料业01359中国信达243765.6717.951.0400.00金融业00136中国儒意166984.7717.842.1903.79资讯科技业00493国美零售631229.5017.660.290非必需性消费02048易居企业控股30873.1517.650.7502.74地产建筑业01458周黑鸭42047.4917.643.9603.94必需性消费02607上海医药16203.0317.6211.1402.01医疗保健业02880辽港股份90587.9417.550.720-1.37工业00570中国中药86782.2917.233.2502.52医疗保健业01288农业银行527056.4617.142.5801.57金融业06680金力永磁2136.8617.0233.4500.45原材料业06178光大证券11688.4816.594.8001.05金融业01811中广核新能源71190.7516.592.9403.52公用事业02137腾盛博药-B11955.8516.528.2303.65医疗保健业06127昭衍新药1001.1816.4851.3005.12医疗保健业00883中国海洋石油735465.1016.479.630-0.41能源业00189东岳集团36861.8416.347.8701.68原材料业09926康方生物-B13677.1416.2620.9504.75医疗保健业02186绿叶制药57690.1016.242.2602.73医疗保健业02899紫金矿业92079.5516.048.8400.45原材料业02273固生堂3681.6915.9744.400-0.89医疗保健业00586海螺创业28849.6515.9015.2802.96工业06988乐享集团37565.4215.831.2706.72非必需性消费00119保利置业集团59819.3315.641.5901.27地产建筑业00268金蝶国际53932.2115.5216.9404.83资讯科技业02126药明巨诺-B6379.4515.526.3800.95医疗保健业01060阿里影业418192.8615.490.6403.23非必需性消费00873世茂服务38126.5015.442.290-0.43地产建筑业02382舜宇光学科技16723.8715.24111.8006.27工业00165中国光大控股25627.7015.195.7500.52金融业00390中国中铁63846.0315.164.3700.46地产建筑业09992泡泡玛特21172.1015.1417.8203.48非必需性消费01516融创服务45700.5514.943.0001.69地产建筑业02669中海物业48940.6114.887.8002.50地产建筑业03900绿城中国37339.0314.8214.840-0.13地产建筑业00175吉利汽车145191.8014.4718.2203.64非必需性消费00826天工国际39960.2114.342.7000.75原材料业02202万科企业26876.2114.1314.2400.56地产建筑业00177江苏宁沪高速公路17159.0814.036.7000.00工业00753中国国航62193.5013.636.2301.14非必需性消费01530三生制药33019.4313.535.0601.20医疗保健业00836华润电力64758.1913.4613.6401.19公用事业00291华润啤酒43585.4813.4355.2001.75必需性消费01810小米集团-W330392.9313.2312.1204.48资讯科技业01055中国南方航空股份56414.5113.194.2402.17非必需性消费00257光大环境80006.1813.013.9001.04公用事业01858春立医疗1231.1312.8312.8007.93医疗保健业01513丽珠医药3967.6112.7922.7002.25医疗保健业01349复旦张江4148.2112.713.0700.33医疗保健业02666环球医疗24021.2012.694.6101.10金融业02013微盟集团31707.4612.434.1404.02非必需性消费00256冠城钟表珠宝53461.6012.281.2202.52非必需性消费01579颐海国际12831.1112.2521.9503.05必需性消费01347华虹半导体15898.6012.2024.3504.96资讯科技业02005石四药集团36431.8012.193.990-4.09医疗保健业02039中集集团25106.1312.187.4200.68工业01053重庆钢铁股份6521.6012.110.9303.33原材料业01995旭辉永升服务21126.0412.044.760-1.45地产建筑业02142和铂医药-B9237.6012.023.1502.94医疗保健业06185康希诺生物1582.4411.9261.0001.84医疗保健业02233西部水泥64095.6011.780.8800.00地产建筑业01958北京汽车29591.9511.732.000-1.48非必需性消费01257中国光大绿色环保24213.4111.711.7100.59公用事业03738阜博集团24788.6011.704.0006.95资讯科技业09968汇景控股61274.4011.660.2373.04地产建筑业01818招金矿业30361.0111.637.2000.56原材料业01357美图公司51304.4511.610.8102.53资讯科技业02068中铝国际4621.1011.561.6301.88地产建筑业00670中国东方航空股份58970.6011.382.8502.15非必需性消费03888金山软件15551.9811.3725.6502.60资讯科技业00656复星国际94670.6511.345.8503.54综合企业00302中手游31315.6211.312.0500.99资讯科技业09966康宁杰瑞制药-B10555.1511.236.3904.07医疗保健业00410SOHO中国58146.8511.171.3601.49地产建筑业01898中煤能源45788.5511.145.9900.50能源业02328中国财险75597.7410.957.7601.44金融业02016浙商银行49770.1010.923.250-2.69金融业06030中信证券28439.8610.8515.6801.42金融业01833平安好医生12134.3810.8320.2001.51医疗保健业01448福寿园24985.3010.765.2400.58非必需性消费03309希玛眼科13258.9010.723.9302.34医疗保健业01316耐世特26905.5010.716.6400.76非必需性消费02020安踏体育28982.4010.6785.1500.41非必需性消费01668华南城122048.3510.650.5201.96地产建筑业02500启明医疗-B4696.0810.6314.4607.11医疗保健业06196郑州银行19445.5110.581.3500.00金融业01911华兴资本控股5870.6710.568.5002.16金融业00667中国东方教育22973.3610.553.1201.96非必需性消费01030新城发展67539.1210.372.470-0.40地产建筑业02001新高教集团16169.9310.342.3901.27非必需性消费03347泰格医药1265.8410.2781.1003.51医疗保健业02357中航科工63835.9810.274.200-1.87工业00751创维集团27005.8710.263.4401.18非必需性消费06069盛业10333.9010.265.3801.89金融业03396联想控股12909.6510.148.5801.90资讯科技业00772阅文集团10372.7410.1230.2001.34非必需性消费01585雅迪控股31026.1410.1216.9001.56非必需性消费00921海信家电4653.8710.119.0001.01非必需性消费00354中国软件国际30987.7210.107.1303.78资讯科技业09909宝龙商业6473.1010.063.8801.57地产建筑业06969思摩尔国际60325.8510.0417.9003.47非必需性消费00520呷哺呷哺10905.4510.043.2801.86非必需性消费
注:统计范围为港股通标的股,持股量占比来自香港交易所官网。本文系新闻报道,不构成投资建议,股市有风险,投资需谨慎。
超级复盘、沪深港通、港股速递
复盘、港股通、南向资金、陆港通、港股通高比例持有、互联互通