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7.49%,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9日,港股通标的股中,南向资金合计持有1978.87亿股,占标的股总股本的比例达7.49%,合计持股市值15758.93亿港元,占标的股总市值的比例为4.95%。
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69只,持股比例在5%~10%的有116只,1%~5%的有129只,持股比例低于1%的为107只。南向资金持股比例最高的是赣锋锂业,最新持有1.10亿股,占港股已发行股份的比例为55.15%,其次是神州控股、福莱特玻璃,持股占比分别为45.23%、43.16%。
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42.03%。
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、9只、7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11041.7555.1545.2500.44原材料业00861神州控股75619.8445.235.9602.23资讯科技业06865福莱特玻璃19428.0043.1610.0805.66工业00902华能国际电力股份201867.5642.943.2600.00公用事业01071华电国际电力股份67909.2739.532.300-0.43公用事业03958东方证券38807.6437.775.740-1.54金融业02196复星医药20055.9836.3228.1001.81医疗保健业00719山东新华制药股份7043.9636.124.5701.78医疗保健业01108洛阳玻璃股份8788.6035.142.9102.11工业01330绿色动力环保13488.4033.353.2503.83公用事业06116拉夏贝尔7088.3832.990.8406.33非必需性消费01787山东黄金16207.2732.4321.1004.20原材料业01336新华保险32967.5431.8734.4000.44金融业02333长城汽车98385.3431.736.1604.58非必需性消费00588北京北辰实业股份22340.0031.591.890-0.53地产建筑业02238广汽集团97630.9731.506.510-2.54非必需性消费00895东江环保6160.8030.785.5001.85工业01072东方电气10404.7730.594.7103.61工业01558东阳光药6407.4629.9715.520-2.88医疗保健业01666同仁堂科技18452.2229.346.9006.48医疗保健业00763中兴通讯22025.6529.1527.4000.74资讯科技业01065天津创业环保股份9901.4129.122.580-0.77公用事业00874白云山6147.6127.9523.6004.42医疗保健业01398工商银行2391651.4827.555.090-0.78金融业02727上海电气81669.3027.462.530-0.39工业01776广发证券46567.2127.3610.7602.09金融业01288农业银行832598.6427.083.040-0.98金融业00564郑煤机6490.5426.683.8300.79非必需性消费01088中国神华90456.0526.6014.0401.01能源业00607丰盛控股519828.7526.370.1666.41工业00038第一拖拉机股份10342.2126.372.5809.32工业06049保利物业4043.1226.3680.700-0.80地产建筑业03888金山软件35231.1025.6545.9507.23资讯科技业06066中信建投证券32147.7025.4812.440-1.58金融业02601中国太保70580.3125.4226.050-0.76金融业03618重庆农村商业银行62374.3024.813.430-2.28金融业02899紫金矿业141938.6024.734.9305.79原材料业06886HTSC42383.5624.6516.0400.25金融业00107四川成渝高速公路22049.0024.621.9000.00工业06881中国银河87127.4423.605.810-1.02金融业00553南京熊猫电子股份5701.4023.555.1702.38资讯科技业03323中国建材90764.3123.458.850-1.34地产建筑业00981中芯国际130253.8322.7739.9500.13资讯科技业00995安徽皖通高速公路11193.2022.703.9501.28工业01375中州证券26597.1022.241.780-3.26金融业01533庄园牧场779.4022.186.170-0.16必需性消费00525广深铁路股份31644.0022.091.7101.18非必需性消费01269首控集团110016.2021.880.2300.44非必需性消费01816中广核电力238273.8021.341.7801.14公用事业02013微盟集团47589.6221.2613.0803.81非必需性消费00568山东墨龙5443.9621.250.7804.00能源业06837海通证券71816.0621.058.610-2.38金融业02666环球医疗34003.7019.815.1404.47金融业00819天能动力22150.1019.6617.9802.74工业01812晨鸣纸业9815.6518.573.2202.88原材料业01339中国人民保险集团155944.3017.863.0200.00金融业02880大连港92188.3017.861.0203.03工业01573南方能源12686.2017.660.680能源业01053重庆钢铁股份9480.6017.610.880-1.12原材料业01918融创中国81187.8517.4137.300-2.99地产建筑业00694北京首都机场股份32138.5117.095.480-2.66非必需性消费01057浙江世宝3686.3017.000.9802.08非必需性消费00811新华文轩7390.6016.725.4200.56非必需性消费06099招商证券16104.1416.4212.500-1.73金融业01528红星美凯龙10994.1516.315.280-0.94地产建筑业06169宇华教育53985.5616.166.500-1.96非必需性消费01171兖州煤业股份30666.1716.136.6900.45能源业03908中金公司30714.7116.1219.3800.21金融业00598中国外运33882.6015.791.800-0.55工业02866中远海发56559.5015.370.8903.49工业01999敏华控股58122.1915.298.480-1.85非必需性消费01359中国信达207531.6515.291.6903.68金融业00998中信银行223953.8615.033.740-1.32金融业06196郑州银行24798.4914.852.030-0.49金融业01458周黑鸭35398.1514.856.170-3.89必需性消费01138中远海能19233.0014.833.990-2.68工业01618中国中冶42500.1014.791.4906.43地产建筑业01873维亚生物24277.5514.3910.3006.40医疗保健业02186绿叶制药46437.8014.284.8800.62医疗保健业00354中国软件国际37150.5214.155.91016.34资讯科技业03900绿城中国34193.1013.719.060-1.41地产建筑业00968信义光能108219.9813.248.1705.28工业00853微创医疗23858.0913.2340.3502.41医疗保健业00966中国太平47032.0613.0716.000-1.84金融业01302先健科技56167.6012.982.410-3.21医疗保健业00658中国高速传动21084.3012.884.8603.18工业01635大众公用6847.7012.822.660-1.12公用事业01282宝新金融402265.2012.800.3306.45综合企业01797新东方在线11951.9312.7135.50010.94非必需性消费00570中国中药63975.4912.694.3209.37医疗保健业01060阿里影业335995.8612.511.1909.17非必需性消费00165中国光大控股21063.8012.4915.0800.94金融业00548深圳高速公路股份9314.4012.457.780-0.26工业06030中信证券28338.3112.4220.200-2.65金融业06178光大证券8673.2612.3110.660-3.09金融业01818招金矿业12777.7912.1710.5803.93原材料业03606福耀玻璃6136.7112.1221.250-0.70非必需性消费01513丽珠医药3859.4212.0638.850-0.26医疗保健业02009金隅集团28059.7511.991.7300.00地产建筑业00535金地商置194882.6211.831.470-0.68地产建筑业03800保利协鑫能源248429.2911.740.2497.33工业02607上海医药10795.7511.7314.5603.26医疗保健业00493国美零售250576.4011.611.290-0.77非必需性消费03759康龙化成1553.8211.5983.2001.09医疗保健业02208金风科技8954.8711.577.4603.90工业01317枫叶教育34634.3211.562.8003.32非必需性消费01066威高股份52360.2411.5619.7002.82医疗保健业00268金蝶国际38438.0811.5319.5201.67资讯科技业01919中远海控29203.4511.302.880-1.37工业00855中国水务17917.2311.175.900-1.01公用事业00656复星国际94745.8711.1310.3200.00综合企业02202万科企业21016.0111.0928.8501.76地产建筑业01508中国再保险73875.5011.051.0500.96金融业01448福寿园24794.8810.827.9203.26非必需性消费00939建设银行2577738.6810.726.510-0.91金融业00336华宝国际33292.4110.717.97012.73必需性消费01521方达控股21173.6010.445.020-1.18医疗保健业00921海信家电4759.8510.359.6005.38非必需性消费01548金斯瑞生物科技19762.4010.3015.9204.05医疗保健业00799IGG12451.9310.077.67014.82资讯科技业01530三生制药25545.0510.0512.3200.98医疗保健业