南向资金高比例持有港股名单
南向资金对港股通标的股的整体持股比例为7.55%,52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7月15日,港股通标的股中,南向资金合计持有1997.36亿股,占标的股总股本的比例达7.55%,合计持股市值15517.98亿港元,占标的股总市值的比例为5.01%。
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52只,持股比例在10%~20%之间的有72只,持股比例在5%~10%的有115只,1%~5%的有130只,持股比例低于1%的为105只。南向资金持股比例最高的是赣锋锂业,最新持有1.12亿股,占港股已发行股份的比例为56.15%,其次是华能国际电力股份、神州控股,持股占比分别为43.44%、42.86%。
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42只,占比为80.77%;持有比例在10%~20%之间的个股中,AH股占比为41.67%。
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、6只个股。
南向资金持有比例较高的港股
代码简称持股量占已发行股份比例收盘价日涨跌幅行业01772赣锋锂业11240.6356.1545.800-0.43原材料业00902华能国际电力股份204255.7643.443.170-1.86公用事业00861神州控股71662.2942.866.6804.70资讯科技业06865福莱特玻璃18111.0040.249.9003.34工业01071华电国际电力股份68615.2739.952.220-0.89公用事业03958东方证券38365.4437.345.5500.91金融业01108洛阳玻璃股份8794.8035.172.700-4.59工业00719山东新华制药股份6817.7434.964.7000.00医疗保健业02196复星医药19147.2234.6834.50010.58医疗保健业02333长城汽车103616.8133.426.7000.75非必需性消费06116拉夏贝尔7144.4233.250.7400.00非必需性消费01330绿色动力环保13353.7033.013.040-0.65公用事业02238广汽集团100475.9932.426.270-3.83非必需性消费01336新华保险32920.6831.8331.600-1.86金融业00588北京北辰实业股份22099.2031.241.7900.00地产建筑业00895东江环保6234.9231.155.270-0.38工业01787山东黄金15508.2231.0319.8802.90原材料业06049保利物业4682.1230.5388.7007.13地产建筑业01666同仁堂科技18685.7229.726.420-0.77医疗保健业01072东方电气10000.0129.404.350-1.58工业01065天津创业环保股份9792.6128.792.5400.79公用事业01558东阳光药12210.8228.5514.840-1.98医疗保健业00763中兴通讯21542.6928.5124.750-3.13资讯科技业01776广发证券48421.0528.459.3600.11金融业00874白云山6192.8128.1523.8001.69医疗保健业01398工商银行2391658.3327.554.830-1.43金融业01288农业银行833299.7427.102.880-0.69金融业02727上海电气80468.7027.062.420-2.42工业01088中国神华90872.0526.7313.340-0.30能源业03888金山软件36596.2026.6543.450-0.91资讯科技业00607丰盛控股523002.2526.530.170-4.49工业00038第一拖拉机股份10220.2126.072.590-4.43工业02899紫金矿业145855.6025.424.700-2.08原材料业02601中国太保70555.9125.4123.850-3.44金融业06066中信建投证券31689.0025.1211.580-1.03金融业00564郑煤机6097.0025.063.650-2.67非必需性消费03618重庆农村商业银行62977.9025.043.220-1.23金融业06886HTSC42496.3424.7115.220-1.81金融业00107四川成渝高速公路22058.6024.631.860-1.59工业00553南京熊猫电子股份5710.2023.595.200-0.19资讯科技业06881中国银河86742.4923.495.440-2.33金融业03323中国建材89645.7123.178.720-1.58地产建筑业00995安徽皖通高速公路11344.6023.003.860-0.26工业00568山东墨龙5747.6822.440.710-2.74能源业00981中芯国际128178.0222.4138.450-8.01资讯科技业01533庄园牧场781.3522.246.040-2.42必需性消费00525广深铁路股份31576.0022.051.630-2.40非必需性消费01375中州证券25660.7021.461.700-4.49金融业06837海通证券73175.7421.457.850-2.36金融业01816中广核电力238100.4021.321.7100.00公用事业01269首控集团104783.2020.830.215-2.27非必需性消费00819天能动力23007.5020.4320.8009.47工业02666环球医疗33788.2019.684.9700.00金融业01812晨鸣纸业10155.1519.223.220-0.92原材料业01057浙江世宝4167.6019.221.0006.38非必需性消费01573南方能源12686.2017.660.680能源业01053重庆钢铁股份9497.8017.640.8500.00原材料业01339中国人民保险集团153709.3017.602.620-2.24金融业02880大连港90812.9017.590.740-3.90工业00811新华文轩7664.3017.335.4000.75非必需性消费00694北京首都机场股份32568.2017.325.130-1.16非必需性消费01918融创中国80419.0517.2535.650-0.28地产建筑业03908中金公司31747.5316.6618.640-0.43金融业00598中国外运35568.7016.571.730-3.35工业01528红星美凯龙11114.6116.484.940-4.26地产建筑业06169宇华教育54133.7616.207.1802.57非必需性消费01873维亚生物29675.2516.148.680-3.23医疗保健业01171兖州煤业股份30036.9715.806.340-2.16能源业01999敏华控股59131.7115.568.590-0.81非必需性消费01359中国信达210753.8515.531.580-1.86金融业02866中远海发56865.2015.460.8400.00工业00998中信银行225084.8615.123.550-1.39金融业06196郑州银行25109.5715.031.910-1.04金融业01138中远海能19461.2015.013.900-4.18工业01458周黑鸭35177.2514.756.240-0.16必需性消费06099招商证券14471.5214.7510.740-3.76金融业02186绿叶制药46153.3014.204.9400.20医疗保健业00354中国软件国际37214.3214.175.670-4.38资讯科技业01797新东方在线13108.9313.9441.8007.46非必需性消费01618中国中冶39853.1013.881.450-0.68地产建筑业00853微创医疗24839.5913.7842.0001.08医疗保健业03900绿城中国34071.6013.658.540-0.70地产建筑业01302先健科技58543.4013.532.4400.00医疗保健业01635大众公用7172.8013.432.6300.00公用事业00966中国太平47192.2613.1214.740-0.54金融业01282宝新金融409617.2013.040.320-7.25综合企业00968信义光能105318.4312.897.840-2.49工业00570中国中药64490.2912.804.150-1.43医疗保健业00658中国高速传动20830.0012.734.660-1.69工业00268金蝶国际42384.8212.7118.7601.96资讯科技业01060阿里影业340310.8612.681.1700.00非必需性消费01066威高股份56997.4412.5919.3001.15医疗保健业00548深圳高速公路股份9385.4012.557.7100.92工业03759康龙化成1665.3312.4283.000-0.48医疗保健业00165中国光大控股20933.8012.4114.300-1.79金融业03606福耀玻璃6231.5912.3221.100-2.99非必需性消费01818招金矿业12897.7412.2910.0402.24原材料业06178光大证券8515.1812.089.750-1.42金融业01513丽珠医药3865.0612.0841.9505.27医疗保健业02009金隅集团28249.9512.071.670-1.76地产建筑业01919中远海控30608.5211.852.7801.83工业01317枫叶教育35502.7211.852.7601.47非必需性消费00535金地商置194820.8211.831.390-1.42地产建筑业06030中信证券26909.2111.8018.9400.00金融业02208金风科技9133.2311.806.990-2.37工业00493国美零售254263.7011.791.150-4.17非必需性消费02607上海医药10569.6511.4914.200-1.39医疗保健业03800保利协鑫能源240317.6911.350.236-0.42工业00855中国水务18113.6311.295.8500.17公用事业01951锦欣生殖27238.7611.2010.9804.97医疗保健业01530三生制药28447.4011.2013.140-0.45医疗保健业00656复星国际94914.6811.159.940-0.10综合企业01508中国再保险74313.9011.120.920-2.13金融业02202万科企业21000.7311.0926.950-0.37地产建筑业01448福寿园25137.3010.977.7600.78非必需性消费00336华宝国际33632.1110.817.380-12.77必需性消费00939建设银行2600336.9710.806.170-1.28金融业02400心动公司4846.3810.6739.6502.99资讯科技业01521方达控股21037.6010.374.710-3.48医疗保健业01548金斯瑞生物科技19770.2010.3016.0402.69医疗保健业01988民生银行85025.0410.205.030-2.14金融业03613同仁堂国药8500.0010.1510.9007.71医疗保健业00921海信家电4616.7510.048.9901.12非必需性消费00799IGG12322.3310.037.760-0.13资讯科技业