南向资金对港股通标的股的整体持股比例为9.55%,89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16日,港股通标的股中,南向资金合计持有2540.30亿股,占标的股总股本的比例达9.55%,合计持股市值19955.69亿港元,占标的股总市值的比例为7.24%。
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89只,持股比例在10%~20%之间的有123只,持股比例在5%~10%的有107只,1%~5%的有136只,持股比例低于1%的为90只。南向资金持股比例最高的是保利物业,最新持有9892.78万股,占港股已发行股份的比例为64.51%,其次是山东墨龙、东方证券,持股占比分别为64.45%、50.79%。
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61只,占比为68.54%;持有比例在10%~20%之间的个股中,AH股占比为30.08%。
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、医疗保健业等行业,分别有19只、17只、15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9892.7864.5141.3001.72地产建筑业00568山东墨龙16511.1664.452.940-0.68能源业03958东方证券52177.4650.793.810-0.52金融业01375中州证券60512.8050.621.2000.00金融业01330绿色动力环保20219.9249.992.900-1.02工业01065天津创业环保股份16751.0149.262.960-1.33公用事业00902华能国际电力股份229866.3248.893.8804.58公用事业01282宝新金融1525421.6048.580.036-2.70金融业01108洛阳玻璃股份11538.9846.1513.5401.04工业01071华电国际电力股份71626.0041.703.1906.69公用事业00719山东新华制药股份7989.3440.964.560-0.87医疗保健业06886HTSC70206.8040.8310.580-0.56金融业02768佳源国际控股275002.2640.270.225-2.60地产建筑业01812晨鸣纸业20780.9739.332.660-0.75原材料业01456国联证券17171.6538.784.390-1.79金融业00588北京北辰实业股份27238.8038.510.9302.20地产建筑业01776广发证券65017.5838.2010.240-0.78金融业01171兖矿能源70843.9237.2827.350-3.53能源业01186中国铁建75364.1136.294.4400.00地产建筑业00895东江环保7174.3635.842.780-0.71工业03618重庆农村商业银行89381.1035.562.680-0.37金融业00564郑煤机8644.8835.5310.840-1.09非必需性消费00038第一拖拉机股份13739.2135.043.2500.00工业00525广深铁路股份49737.8034.741.2800.00非必需性消费01088中国神华117357.5934.7422.8000.44能源业01138中远海能44741.5534.516.1706.56工业01800中国交通建设149838.7033.903.710-0.27地产建筑业00874白云山7385.2333.5719.120-0.83医疗保健业02196复星医药18429.6033.3827.350-0.73医疗保健业00861神州控股53822.4232.153.450-0.58资讯科技业00728中国电信437959.0131.552.8600.35电讯业02727上海电气92083.5031.471.9000.53工业00187京城机电股份3069.8030.693.890-1.77工业06078海吉亚医疗18802.6330.4844.000-1.23医疗保健业06837海通证券103507.0630.355.330-0.19金融业01057浙江世宝6513.9030.041.8900.00非必需性消费02333长城汽车89738.7329.9911.260-1.75非必需性消费03969中国通号57312.4029.102.4901.22资讯科技业01385上海复旦8265.0429.0633.350-1.48资讯科技业01765希望教育232546.6428.960.6600.00非必需性消费00168青岛啤酒股份18897.7928.8475.150-1.96必需性消费01797新东方在线28771.3328.6918.600-3.33非必需性消费03898时代电气15533.9428.3736.6001.81工业00107四川成渝高速公路24948.6027.861.9700.00工业01336新华保险28742.4527.7918.160-0.11金融业01072东方电气9448.4227.789.5402.03工业06066中信建投证券34278.9027.187.3700.00金融业01816中广核电力293011.7026.231.8702.19公用事业02238广汽集团80919.2826.107.020-0.71非必需性消费01988民生银行215847.2225.942.5600.00金融业01873维亚生物49888.6525.782.040-1.45医疗保健业02611国泰君安35439.8625.459.420-0.53金融业01398工商银行2207330.3925.424.070-0.49金融业00059天誉置业214399.6025.380.0650.00地产建筑业00811新华文轩11150.3025.225.1700.58非必需性消费02380中国电力273191.6025.214.1604.52公用事业01610中粮家佳康96443.3124.712.9802.05必需性消费06099招商证券31499.8024.707.260-1.09金融业06855亚盛医药-B6486.7824.5915.760-2.23医疗保健业01877君实生物5330.6224.3031.700-1.86医疗保健业03606福耀玻璃14452.7323.8136.700-2.39非必需性消费00548深圳高速公路股份17728.0023.707.1400.14工业00956新天绿色能源42605.4523.163.5301.15公用事业01528红星美凯龙17132.3723.112.9100.34地产建筑业01548金斯瑞生物科技48830.6423.0927.9000.00医疗保健业01618中国中冶66201.7023.041.550-0.64地产建筑业01951锦欣生殖57769.0522.945.730-0.87医疗保健业06806申万宏源57020.8022.771.5200.00金融业09939开拓药业-B8756.6022.5915.0201.08医疗保健业02866中远海发83023.5022.581.200-0.83工业01773天立国际控股48489.4022.511.0600.00非必需性消费03908中金公司42748.4022.4414.440-0.28金融业01919中远海控75140.6322.3911.260-0.18工业02601中国太保61901.1522.3016.300-1.21金融业00576浙江沪杭甬31219.1021.776.140-0.32工业01302先健科技100517.7021.702.4400.00医疗保健业01635大众公用11562.9021.661.400-0.71公用事业06826昊海生物科技786.0021.6331.000-2.82医疗保健业03323中国建材98453.6021.597.8903.68地产建筑业03759康龙化成4281.3921.2958.400-2.01医疗保健业03800协鑫科技574776.5221.193.030-0.33工业06865福莱特玻璃9489.1421.0825.500-1.73工业00819天能动力23701.3021.048.9500.45工业09989海普瑞4631.9021.036.2900.00医疗保健业00763中兴通讯15867.2720.9916.3200.37资讯科技业00995安徽皖通高速公路10066.8020.415.600-0.88工业01999敏华控股80263.1320.416.0900.83非必需性消费01801信达生物29752.6720.2236.250-1.23医疗保健业01766中国中车87490.3120.012.9000.69工业09922九毛九29038.2019.9618.000-3.95非必需性消费00853微创医疗36275.5819.8618.600-9.27医疗保健业02400心动公司9387.5719.5319.500-1.91资讯科技业01339中国人民保险集团170344.6219.512.300-0.43金融业02009金隅集团45455.7519.421.0700.00地产建筑业00553南京熊猫电子股份4696.0019.393.7501.35资讯科技业06881中国银河71529.7519.374.0600.25金融业09666金科服务12496.3519.1410.8604.22地产建筑业01368特步国际50390.7819.1112.720-0.63非必需性消费00336华宝国际61635.0019.084.1601.71必需性消费03993洛阳钼业74424.2518.913.830-2.05原材料业00981中芯国际149031.7218.8515.860-1.12资讯科技业06821凯莱英519.7318.85119.700-0.25医疗保健业00998中信银行276654.2918.583.270-0.91金融业02331李宁48680.6918.5869.850-2.03非必需性消费06169宇华教育66383.2318.461.180-1.67非必需性消费09995荣昌生物-B3468.7518.2951.7000.00医疗保健业03369秦港股份15182.4018.291.1200.90工业01787山东黄金15702.8918.2713.540-1.17原材料业00338上海石油化工股份63734.7418.221.2601.61原材料业02883中海油田服务33025.4818.227.320-1.48能源业06158正荣地产79475.2018.180.410-1.20地产建筑业00136中国儒意168928.7718.052.100-0.47资讯科技业01359中国信达244888.9718.041.0700.94金融业02607上海医药16491.1417.9311.0800.00医疗保健业02048易居企业控股30973.5617.700.8003.90地产建筑业00493国美零售631229.5017.660.290非必需性消费00873世茂服务43500.1017.612.3906.70地产建筑业02880辽港股份90583.7217.550.7200.00工业01458周黑鸭41647.9417.473.760-2.59必需性消费06680金力永磁2180.8217.3833.6500.30原材料业01288农业银行525286.4617.082.570-0.77金融业06127昭衍新药1029.9816.9648.4002.43医疗保健业00570中国中药84891.8616.843.2100.63医疗保健业06178光大证券11832.5616.805.0601.00金融业02273固生堂3864.4316.7737.800-4.42医疗保健业01811中广核新能源71756.4016.723.0701.32公用事业09926康方生物-B14019.3416.6623.200-1.90医疗保健业02186绿叶制药58632.6516.512.300-0.43医疗保健业00586海螺创业29786.1516.4116.7600.60工业00883中国海洋石油732963.6516.419.580-2.74能源业02137腾盛博药-B11759.1016.258.850-1.56医疗保健业00189东岳集团36197.7416.058.580-0.23原材料业09992泡泡玛特22377.5616.0018.760-2.80非必需性消费02899紫金矿业91235.1915.909.2900.98原材料业00119保利置业集团60355.9815.791.5701.29地产建筑业02126药明巨诺-B6483.2515.776.480-4.71医疗保健业01060阿里影业420257.8615.570.6200.00非必需性消费02382舜宇光学科技16943.7415.44120.5000.00工业06988乐享集团36503.1215.381.2005.26非必需性消费00390中国中铁64367.0315.294.4400.68地产建筑业00165中国光大控股25673.9015.225.850-0.34金融业00268金蝶国际52704.2715.1616.660-2.00资讯科技业01516融创服务46300.4315.143.1904.25地产建筑业02669中海物业49292.6114.997.8802.34地产建筑业03900绿城中国37578.8814.9215.1006.94地产建筑业02202万科企业27996.5814.7214.2201.72地产建筑业00175吉利汽车145057.5414.4717.4401.04非必需性消费00826天工国际40068.0114.382.8701.06原材料业00177江苏宁沪高速公路17200.2814.066.830-0.15工业01530三生制药33517.4313.735.150-2.46医疗保健业00753中国国航62423.5013.676.3400.63非必需性消费01858春立医疗1278.3513.3312.6201.28医疗保健业00291华润啤酒43181.3213.3053.900-2.44必需性消费01347华虹半导体17248.4913.2424.500-2.97资讯科技业01810小米集团-W328870.2113.1611.680-3.63资讯科技业00836华润电力63239.6613.1314.4005.57公用事业01513丽珠医药4042.8713.0422.050-1.34医疗保健业02666环球医疗24613.0013.014.5100.67金融业00257光大环境80014.4813.014.0401.25公用事业02013微盟集团32799.1612.853.600-15.49非必需性消费01349复旦张江4125.7112.653.140-1.88医疗保健业00256冠城钟表珠宝53475.4012.281.1600.00非必需性消费01995旭辉永升服务21467.1812.244.89013.46地产建筑业01055中国南方航空股份56822.5112.224.2500.00非必需性消费02039中集集团25108.8512.187.470-1.71工业01053重庆钢铁股份6513.4012.100.9800.00原材料业02233西部水泥65507.6012.040.910-1.09地产建筑业09968汇景控股63280.6012.040.2142.39地产建筑业06185康希诺生物1597.8612.0460.500-2.50医疗保健业01579颐海国际12499.9111.9321.500-1.38必需性消费02142和铂医药-B9140.2011.903.120-1.89医疗保健业03738阜博集团25156.0011.873.700-1.33资讯科技业01257中国光大绿色环保24523.5111.861.6900.60公用事业01958北京汽车29743.8511.792.0301.50非必需性消费00302中手游31940.6211.532.120-1.40资讯科技业01898中煤能源47344.1611.526.380-0.16能源业02005石四药集团34235.0011.453.800-1.30医疗保健业01818招金矿业29840.3111.437.460-2.36原材料业02068中铝国际4563.1011.411.6701.21地产建筑业01357美图公司50386.3511.410.850-2.30资讯科技业00670中国东方航空股份58962.0011.382.810-1.06非必需性消费00656复星国际94698.1411.345.870-0.17综合企业09966康宁杰瑞制药-B10586.7511.276.1300.16医疗保健业03888金山软件15349.5611.2225.400-1.36资讯科技业01316耐世特28085.6011.186.580-0.15非必需性消费00410SOHO中国58117.6111.171.3900.72地产建筑业02328中国财险76881.7411.147.460-1.84金融业02016浙商银行49787.7010.923.3903.99金融业01448福寿园25162.8010.845.2900.00非必需性消费06030中信证券28198.9210.7516.300-0.24金融业01668华南城123039.9510.740.495-2.94地产建筑业03309希玛眼科13268.5010.734.070-1.21医疗保健业01833平安好医生11997.6710.7220.200-0.98医疗保健业02020安踏体育29018.8110.6885.300-2.29非必需性消费01030新城发展69373.2310.662.8207.63地产建筑业06196郑州银行19421.7710.561.3700.00金融业00667中国东方教育22989.1610.553.040-1.94非必需性消费02500启明医疗-B4653.1810.5414.400-3.87医疗保健业00354中国软件国际32247.5210.517.500-0.27资讯科技业01911华兴资本控股5808.0910.448.880-1.22金融业02001新高教集团16195.2310.362.350-2.49非必需性消费00751创维集团27103.8710.303.4501.17非必需性消费03347泰格医药1269.1410.2975.850-2.76医疗保健业06069盛业10350.6010.275.500-0.54金融业06869长飞光纤光缆3596.3510.2214.6600.69资讯科技业00921海信家电4691.6710.199.5601.70非必需性消费00772阅文集团10438.0510.1929.600-7.06非必需性消费02359药明康德3991.4510.1792.200-2.28医疗保健业09909宝龙商业6536.6010.164.0400.25地产建筑业03396联想控股12931.2410.159.1901.66资讯科技业02357中航科工63024.7810.144.0500.00工业06969思摩尔国际60263.1110.0316.980-3.08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