南向资金对港股通标的股的整体持股比例为7.69%,54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2041.48亿股,占标的股总股本的比例达7.69%,合计持股市值15803.03亿港元,占标的股总市值的比例为5.11%。
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54只,持股比例在10%~20%之间的有80只,持股比例在5%~10%的有105只,1%~5%的有130只,持股比例低于1%的为102只。南向资金持股比例最高的是赣锋锂业,最新持有1.14亿股,占港股已发行股份的比例为56.87%,其次是华能国际电力股份、华电国际电力股份,持股占比分别为44.14%、43.12%。
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43只,占比为79.63%;持有比例在10%~20%之间的个股中,AH股占比为41.25%。
以港交所行业分类进行统计,南向资金持股比例超20%的个股主要集中在金融业、工业、非必需性消费等行业,分别有12只、10只、7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 | 01772赣锋锂业11384.5956.8746.0005.14原材料业00902华能国际电力股份207497.9644.143.270-0.91公用事业01071华电国际电力股份74071.0743.122.320-2.93公用事业00861神州控股69893.7441.806.420-1.98资讯科技业06865福莱特玻璃18119.4040.2512.70010.05工业02238广汽集团117412.9637.887.7301.18非必需性消费03958东方证券37981.4036.975.230-0.76金融业01108洛阳玻璃股份9017.6036.063.21013.83工业01558东阳光药15238.4235.6311.780-0.34医疗保健业02196复星医药19610.4435.5238.150-0.78医疗保健业06049保利物业5197.9833.8984.9002.29地产建筑业00719山东新华制药股份6523.6633.454.5300.00医疗保健业02333长城汽车103230.9133.297.680-0.26非必需性消费00895东江环保6623.1033.094.9701.64工业01336新华保险33498.6232.3831.9505.62金融业01330绿色动力环保13093.2032.373.600-0.28公用事业01787山东黄金16063.4832.1423.750-0.63原材料业00874白云山7029.4131.9623.800-1.24医疗保健业00588北京北辰实业股份22042.6031.161.7201.78地产建筑业01776广发证券51400.2530.209.6501.26金融业00038第一拖拉机股份11639.4129.693.240-1.82工业01072东方电气10096.6529.694.460-1.98工业01666同仁堂科技17991.1228.615.8101.57医疗保健业01065天津创业环保股份9726.8128.592.5800.78公用事业00763中兴通讯21221.9328.0822.9501.55资讯科技业03888金山软件37800.6027.5341.9500.36资讯科技业02727上海电气81832.7027.512.550-1.92工业01398工商银行2386689.4227.494.6401.98金融业01288农业银行831441.5427.042.7601.47金融业01088中国神华91513.3226.9113.0200.15能源业00607丰盛控股516467.2526.190.1574.67工业03618重庆农村商业银行65440.0026.023.1901.27金融业03323中国建材99676.6125.7512.120-4.11地产建筑业02899紫金矿业147741.0025.754.7500.00原材料业02601中国太保70082.0325.2423.1002.67金融业01269首控集团125668.6024.990.1820.55非必需性消费06886HTSC42964.2224.9814.1800.00金融业00107四川成渝高速公路22376.2024.981.7900.56工业06066中信建投证券30386.7024.0812.0802.55金融业00564郑煤机5759.1623.663.9709.37非必需性消费01057浙江世宝5100.0023.520.9702.11非必需性消费00525广深铁路股份33668.6023.511.64010.81非必需性消费00553南京熊猫电子股份5675.4023.455.040-1.18资讯科技业00995安徽皖通高速公路11438.6023.193.8202.69工业06881中国银河84892.0922.994.8001.69金融业06837海通证券77372.2222.687.4601.08金融业01533庄园牧场787.4022.416.2505.75必需性消费00568山东墨龙5718.6022.320.7102.90能源业01375中州证券26306.6022.001.710-7.07金融业00819天能动力24674.9021.9118.7203.88工业01816中广核电力240985.1021.571.6401.23公用事业02013微盟集团47113.3220.9010.9400.92非必需性消费01873维亚生物37950.4020.648.730-0.91医疗保健业01812晨鸣纸业10636.1220.133.7501.35原材料业02666环球医疗33556.9519.555.5207.39金融业00694北京首都机场股份35900.1719.095.2201.16非必需性消费01339中国人民保险集团164783.1018.872.6604.31金融业01999敏华控股68470.7118.009.7307.16非必需性消费01053重庆钢铁股份9526.2017.700.8101.25原材料业00811新华文轩7769.4017.575.170-0.39非必需性消费02880大连港89934.3217.430.7200.00工业01528红星美凯龙11560.7117.155.4401.12地产建筑业01918融创中国79635.8517.0835.5500.42地产建筑业00598中国外运36631.1017.061.6501.85工业06169宇华教育55177.7616.527.8404.95非必需性消费03908中金公司31131.7716.3519.0000.42金融业01171兖州煤业股份31064.4216.346.1300.82能源业06099招商证券15762.2016.069.7601.56金融业01359中国信达216169.9515.931.5203.40金融业02866中远海发57145.6015.540.7900.00工业06196郑州银行25796.3915.441.8901.07金融业01610中粮肉食60118.4015.403.970-1.73必需性消费03606福耀玻璃7759.1115.3423.3500.65非必需性消费01951锦欣生殖37173.1615.2910.880-0.18医疗保健业00998中信银行225226.9815.133.4300.88金融业01618中国中冶43282.5015.071.3502.27地产建筑业01066威高股份67974.2315.0320.800-1.65医疗保健业00981中芯国际110968.4414.9130.500-2.56资讯科技业01302先健科技64445.8014.892.2401.36医疗保健业02208金风科技11484.9714.848.070-1.47工业00354中国软件国际38681.4514.735.950-0.17资讯科技业03759康龙化成1966.2514.6785.600-0.98医疗保健业01797新东方在线13795.6614.6736.6002.52非必需性消费00548深圳高速公路股份10886.4014.557.300-1.22工业01458周黑鸭34144.5514.326.1002.01必需性消费01138中远海能18550.6014.303.480-0.57工业00268金蝶国际47142.3314.1421.650-1.14资讯科技业01635大众公用7527.3014.102.570-0.77公用事业01728正通汽车37527.6513.901.1001.85非必需性消费03900绿城中国34661.7513.899.1002.13地产建筑业01919中远海控35804.3013.863.210-0.62工业02186绿叶制药44313.0513.635.0603.05医疗保健业00853微创医疗24456.3013.5637.550-1.83医疗保健业01282宝新金融417938.0013.310.315-1.56综合企业01818招金矿业13808.6413.169.450-1.25原材料业00966中国太平47042.4413.0814.0201.15金融业01060阿里影业346556.8612.911.1503.60非必需性消费00658中国高速传动20501.5012.535.1003.66工业00336华宝国际38938.2112.528.190-2.73必需性消费00570中国中药62609.6912.423.9201.03医疗保健业00968信义光能101234.4412.399.26010.63工业00165中国光大控股20674.4012.2512.7601.92金融业00535金地商置200895.0212.191.4907.19地产建筑业01317枫叶教育36385.3212.142.7001.89非必需性消费06178光大证券8507.6612.088.7000.69金融业02009金隅集团28126.6512.011.710-1.16地产建筑业01513丽珠医药3823.3211.9538.5003.91医疗保健业00493国美零售254281.3011.791.2505.93非必需性消费01508中国再保险77164.5011.550.8702.35金融业02202万科企业21740.4611.4825.0002.25地产建筑业01988民生银行95276.7311.444.9501.02金融业06030中信证券26078.2111.4418.5001.09金融业03800保利协鑫能源239596.3911.320.2552.00工业02400心动公司5109.2811.2541.350-1.90资讯科技业00855中国水务17967.9411.206.550-0.46公用事业00656复星国际94859.6711.149.5308.17综合企业01448福寿园25147.6710.978.0402.29非必需性消费02607上海医药9928.2510.7915.760-3.19医疗保健业00939建设银行2594375.2310.785.8302.64金融业01548金斯瑞生物科技20580.2010.7215.980-3.50医疗保健业00799IGG13124.8310.687.610-1.42资讯科技业01530三生制药27023.5310.639.7103.30医疗保健业01765希望教育71579.0610.592.7908.14非必需性消费01521方达控股21372.2010.544.120-0.24医疗保健业03933联邦制药19138.6310.507.280-2.93医疗保健业00921海信家电4748.0510.338.7002.84非必需性消费00956新天绿色能源18839.0010.232.240-0.44公用事业00177江苏宁沪高速公路12468.8810.198.230-0.84工业02039中集集团21002.7310.197.610-2.19工业01177中国生物制药191482.7110.1410.0000.00医疗保健业00168青岛啤酒股份6647.0810.1367.550-0.88必需性消费00520呷哺呷哺10916.8010.097.8300.13非必需性消费01800中国交通建设44665.3010.084.5500.66地产建筑业00291华润啤酒32627.7410.0554.0000.37必需性消费