南向资金对港股通标的股的整体持股比例为14.62%股票杠杆证券,166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1日,港股通标的股中,南向资金合计持有3726.82亿股,占标的股总股本的比例达14.62%,合计持股市值27535.66亿港元,占标的股总市值的比例为10.91%。
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166只,持股比例在10%~20%的有140只,持股比例在5%~10%的有98只,1%~5%的有105只,持股比例低于1%的为46只。南向资金持股比例最高的是京基金融国际,最新持有62.33亿股,占港股已发行股份的比例为68.06%,其次是凯盛新能、马可数字科技,持股占比分别为66.48%、66.43%。
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102只,占比为61.45%;持有比例在10%~20%的个股中,AH股占比为20.00%。
以港交所行业分类进行统计,南向资金持股比例超20%的个股主要集中在医疗保健业、金融业、工业等行业,分别有34只、28只、27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01468京基金融国际623281.0068.060.073-13.10综合企业01108凯盛新能16621.4066.484.140-0.96工业01942马可数字科技51568.4066.430.980-2.00非必需性消费00728中国电信885247.5163.784.6200.65电讯业03958东方证券61454.6559.823.3001.23金融业01138中远海能77180.8059.549.310-0.75工业01065天津创业环保股份20124.2159.183.090-0.64公用事业01071华电国际电力股份98835.2457.554.000-0.50公用事业01330绿色动力环保23022.2256.922.6700.00工业03759康龙化成16893.1456.019.480-1.46医疗保健业06049保利物业8496.9355.4026.550-0.93地产建筑业03347泰格医药6658.9354.0730.0000.00医疗保健业02196复星医药28908.3652.3612.940-0.31医疗保健业01375中州证券62376.0052.171.060-1.85金融业00902华能国际电力股份238587.9450.754.590-1.08公用事业02202万科企业110926.3650.264.110-4.20地产建筑业06886HTSC85629.3049.818.6700.23金融业01186中国铁建101056.0948.665.1001.39地产建筑业03033南方恒生科技402235.5448.463.424-0.8701799新特能源18173.2048.307.370-0.27工业01456国联证券21123.8047.722.940-0.68金融业03969中国通号93397.2147.433.3503.40资讯科技业00874白云山10402.2447.2919.760-0.70医疗保健业00525广深铁路股份67081.5646.862.4703.78非必需性消费00719山东新华制药股份9078.5146.545.3000.38医疗保健业00489东风集团股份115087.7046.172.3000.44工业00038第一拖拉机股份18030.0746.006.8101.64工业06196郑州银行92775.5745.910.760-1.30金融业01088中国神华154490.6845.7332.100-1.38能源业01812晨鸣纸业24055.2245.521.710-0.58原材料业00956新天绿色能源83137.0645.193.270-2.39公用事业02238广汽集团138698.9644.752.850-1.04非必需性消费01776广发证券76111.3244.716.7700.74金融业03618重庆农村商业银行110495.3443.954.1101.48金融业01336新华保险44123.9242.6615.220-0.13金融业00564郑煤机10327.9942.458.630-0.23非必需性消费01816中广核电力464359.7441.593.2802.82公用事业01877君实生物9073.1641.3612.3600.65医疗保健业00588北京北辰实业股份28992.2040.990.6401.59地产建筑业00811新华文轩18060.9040.869.4500.53非必需性消费01171兖矿能源165693.9640.6410.000-1.96能源业00586海螺创业72620.0040.516.650-2.64工业00107四川成渝高速公路36268.3940.503.210工业00916龙源电力134147.7840.426.980-0.57公用事业01765希教国际控股331963.2240.350.205-0.97非必需性消费01800中国交通建设177609.1440.184.6101.32地产建筑业00576浙江沪杭甬77942.4639.385.1600.58工业00895东江环保7810.3039.021.5700.64工业06855亚盛医药-B12268.1238.9826.700-2.55医疗保健业06837海通证券132826.7538.953.6200.28金融业02208金风科技30102.9138.914.000-0.74工业02273固生堂9528.2838.8733.750-3.85医疗保健业09989海普瑞8490.2038.573.5801.13医疗保健业09995荣昌生物7308.2138.5414.3000.28医疗保健业02186绿叶制药143720.2538.202.8100.72医疗保健业01952云顶新耀-B12272.9037.7419.400-0.72医疗保健业03678弘业期货9414.2037.691.480-21.28金融业00187京城机电股份3747.8037.472.1101.44工业01057浙江世宝8065.8037.202.46015.49非必需性消费06185康希诺生物4911.3837.0118.780-0.53医疗保健业02333长城汽车85786.9436.9910.8201.31非必需性消费06881中国银河136516.3536.974.0401.00金融业09926康方生物31845.3636.7742.200-0.24医疗保健业00763中兴通讯27794.2336.7717.5600.46资讯科技业00861神州控股60892.8436.373.1900.00资讯科技业00995安徽皖通高速公路17909.3736.329.8203.92工业01798大唐新能源90492.5036.171.970-5.29公用事业02727上海电气105650.7036.111.5501.97工业01787山东黄金30931.6236.0016.5402.10原材料业06821凯莱英987.8835.8446.800-0.53医疗保健业06066中信建投证券44754.6535.485.510-0.36金融业01951锦欣生殖96687.7235.052.5300.40医疗保健业01858春立医疗3264.5534.308.2401.10医疗保健业06127昭衍新药4057.7634.097.280-2.15医疗保健业01357美图公司152456.8233.612.480-1.98资讯科技业03908中金公司63743.7133.488.650-0.69金融业02601中国太保92908.0133.4720.650-0.72金融业03369秦港股份27425.1533.032.0402.00工业02009金隅集团76738.3532.800.5900.00地产建筑业01618中国中冶93388.1032.521.5000.00地产建筑业00168青岛啤酒股份20981.0532.0248.900-2.10必需性消费01918融创中国274195.7531.801.010-4.72地产建筑业01530三生制药76829.7231.786.040-1.47医疗保健业03800协鑫科技854099.5731.711.1000.00工业01349复旦张江10246.1131.421.8602.76医疗保健业02611国泰君安43518.2431.258.1900.61金融业01610中粮家佳康142498.3131.091.550-1.90必需性消费00548深圳高速公路股份23211.9231.047.7501.44工业00338上海石油化工股份103845.2031.021.0800.00原材料业01528红星美凯龙22827.7930.781.2700.00地产建筑业01385上海复旦8743.9730.7511.820-0.84资讯科技业00177江苏宁沪高速公路37426.7830.627.7504.31工业01398工商银行2652641.0730.554.3500.23金融业00189东岳集团52680.2330.396.530-3.97原材料业01359中国信达409497.0430.180.630-1.56金融业00853微创医疗55338.4330.155.300-0.93医疗保健业01635大众公用15847.2029.691.720-4.44公用事业06078海吉亚医疗18626.9429.4921.8503.80医疗保健业03738阜博集团66968.9529.461.260-3.82资讯科技业06826昊海生物科技1214.8029.3129.150-0.17医疗保健业03319雅生活服务41611.9029.292.670-1.48地产建筑业01766中国中车127258.7029.105.0704.75工业01072东方电气9876.2029.0410.240-2.29工业01302先健科技133911.5628.911.4801.37医疗保健业02359药明康德11162.7228.8331.550-1.56医疗保健业01288农业银行885559.5228.803.5300.86金融业01339中国人民保险集团250480.6328.692.6300.00金融业06099招商证券36549.2328.676.170-0.64金融业02607上海医药26025.1928.3111.7400.17医疗保健业06030中信证券73687.4728.1211.8000.34金融业02269药明生物116127.5927.9511.420-0.87医疗保健业01797东方甄选28663.7427.7810.360-4.60资讯科技业03323中国建材126190.5127.682.510-3.09地产建筑业06098碧桂园服务92343.7527.614.580-2.76地产建筑业02162康诺亚-B7727.8827.6132.2002.38医疗保健业09696天齐锂业4418.7826.9221.000-1.87原材料业02328中国财险184378.3126.7210.200-0.39金融业03993洛阳钼业104195.8326.486.3401.77原材料业09966康宁杰瑞制药-B25486.5126.402.2400.90医疗保健业02016浙商银行155055.2426.182.1400.94金融业00390中国中铁110216.7026.183.8501.05地产建筑业01919中远海控82620.0425.8111.3802.15工业02866中远海发94417.9025.670.9501.06工业00257光大环境157739.4525.673.5701.13公用事业02400心动公司12276.1825.5323.5502.61资讯科技业00553南京熊猫电子股份6143.0025.382.4602.07资讯科技业00386中国石油化工股份616526.1125.324.960-1.20能源业01818招金矿业69335.5925.2814.2401.86原材料业00884旭辉控股集团259852.7524.940.285-3.39地产建筑业00268金蝶国际87457.2324.386.050-3.51资讯科技业01563友联国际教育租赁41036.7024.260.4600.00非必需性消费00819天能动力27079.6324.045.220-1.14工业00696中国民航信息网络22323.3223.928.700-1.25资讯科技业01548金斯瑞生物科技50865.8623.9012.160-2.25医疗保健业06806申万宏源59609.4423.791.4500.69金融业02099中国黄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