南向资金对港股通标的股的整体持股比例为14.64%,165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2日,港股通标的股中,南向资金合计持有3727.56亿股,占标的股总股本的比例达14.64%,合计持股市值27182.56亿港元,占标的股总市值的比例为10.98%。
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165只,持股比例在10%~20%的有142只,持股比例在5%~10%的有97只,1%~5%的有104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61.68亿股,占港股已发行股份的比例为67.35%,其次是
凯盛新能、马可数字科技,持股占比分别为66.42%、65.89%。
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101只,占比为61.21%;持有比例在10%~20%的个股中,AH股占比为21.13%。
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、26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616796.0067.350.071-2.74综合企业01108
凯盛新能16606.0066.424.1700.72工业01942马可数字科技51149.2065.890.960-2.04非必需性消费00728
中国电信885195.1563.784.6200.00电讯业03958
东方证券61384.4159.753.240-1.82金融业01138
中远海能77048.2059.449.190-1.29工业01065天津
创业环保股份20134.2159.213.080-0.32公用事业01071
华电国际电力股份98639.6457.433.900-2.50公用事业01330
绿色动力环保22977.5256.812.6800.37工业03759
康龙化成16766.2955.599.6902.22医疗保健业06049保利物业8524.0355.5826.200-1.32地产建筑业03347
泰格医药6720.2854.5731.7005.67医疗保健业02196
复星医药28824.4152.2212.9800.31医疗保健业01375中州证券62318.8052.121.050-0.94金融业00902
华能国际电力股份240563.1351.174.580-0.22公用事业02202万科企业110658.5950.144.050-1.46地产建筑业06886HTSC85530.0849.758.510-1.85金融业01186
中国铁建101051.8448.665.010-1.76地产建筑业01799新特能源18158.7648.267.180-2.58工业01456
国联证券21098.2547.662.920-0.68金融业00874
白云山10400.8447.2919.680-0.40医疗保健业03969
中国通号93078.7147.263.310-1.19资讯科技业00525
广深铁路股份67059.7646.852.390-3.24非必需性消费00719山东
新华制药股份9079.1146.555.3300.57医疗保健业06196
郑州银行92867.5745.960.7600.00金融业00038第一拖拉机股份18014.0745.956.760-0.73工业00489东风集团股份114543.3045.952.230-3.04工业01088
中国神华153914.0345.5632.1000.00能源业01812
晨鸣纸业24041.5245.501.700-0.58原材料业03033南方恒生科技371813.7245.363.322-2.98
00956新天绿色能源83040.2645.143.210-1.83公用事业02238
广汽集团138739.7644.762.740-3.86非必需性消费01776
广发证券75539.2444.386.680-1.33金融业03618重庆农村商业银行110041.2443.784.1300.49金融业01336
新华保险44093.2742.6214.940-1.84金融业00564
郑煤机10259.1142.178.300-3.82非必需性消费01816中广核电力464751.0441.633.210-2.13公用事业03678
弘业期货10382.3041.571.380-6.76金融业01877君实生物9064.4241.3212.120-1.94医疗保健业00811
新华文轩18117.7040.999.4800.32非必需性消费00588北京
北辰实业股份28951.2040.940.6400.00地产建筑业01171
兖矿能源165841.5640.689.960-0.40能源业00916
龙源电力134811.5840.626.790-2.72公用事业00586海螺创业72572.8040.496.550-1.50工业00107
四川成渝高速公路36156.3940.373.210
工业01800中国交通建设177625.2440.194.6801.52地产建筑业01765希教国际控股330561.4240.180.204-0.49非必需性消费00576浙江沪杭甬78103.2639.465.130-0.58工业00895
东江环保7837.2039.151.550-1.27工业06855亚盛医药-B12282.1539.0327.4502.81医疗保健业06837
海通证券132923.5138.973.510-3.04金融业02273固生堂9540.7038.9234.3001.63医疗保健业09989
海普瑞8499.7538.613.5800.00医疗保健业09995
荣昌生物7314.2438.5713.920-2.66医疗保健业02208
金风科技29772.5338.483.720-7.00工业02186绿叶制药143633.5538.182.780-1.07医疗保健业01952云顶新耀-B12221.4037.5819.340-0.31医疗保健业00187京城机电股份3723.6037.232.040-3.32工业01057
浙江世宝8037.4037.062.200-10.57非必需性消费06185
康希诺生物4882.4236.7918.640-0.75医疗保健业09926康方生物31854.7636.7842.000-0.47医疗保健业00763
中兴通讯27763.7436.7416.920-3.64资讯科技业06881
中国银河135589.2536.733.980-1.49金融业02333
长城汽车84941.5536.6310.340-4.44非必需性消费00995安徽
皖通高速公路17981.3736.479.760-0.61工业00861神州控股61029.4436.453.160-0.94资讯科技业01798大唐新能源90640.3036.231.9901.02公用事业01787
山东黄金31026.1436.1016.8802.06原材料业02727
上海电气105592.1036.101.530-1.29工业06821
凯莱英993.8236.0646.8000.00医疗保健业06066
中信建投证券44770.2035.495.400-2.00金融业01951锦欣生殖96561.0235.012.490-1.58医疗保健业06127
昭衍新药4145.0334.837.5804.12医疗保健业01858
春立医疗3248.6334.148.3100.85医疗保健业01357美图公司152591.6233.642.390-3.63资讯科技业02601
中国太保93188.4533.5720.200-2.18金融业03369
秦港股份27421.7033.032.030-0.49工业03908
中金公司62772.4732.978.440-2.43金融业02009
金隅集团76458.4532.680.580-1.69地产建筑业01618
中国中冶93459.6032.541.480-1.33地产建筑业01635
大众公用17129.5032.091.630-5.23公用事业00168
青岛啤酒股份20998.8732.0448.800-0.20必需性消费01349
复旦张江10395.6131.881.830-1.61医疗保健业01918融创中国274008.3531.781.0100.00地产建筑业03800协鑫科技854719.9731.741.070-2.73工业01530三生制药76688.1231.726.1301.49医疗保健业02611
国泰君安43498.4031.258.160-0.37金融业00338上海石油化工股份104351.0031.181.060-1.85原材料业00548深圳高速公路股份23243.7231.097.7500.00工业01610中粮家佳康142500.3131.091.5902.58必需性消费01528红星
美凯龙22815.5130.771.260-0.79地产建筑业00177江苏
宁沪高速公路37534.7830.707.670-1.03工业01398
工商银行2655375.9730.584.320-0.69金融业01385上海复旦8685.2730.5411.380-3.72资讯科技业00189东岳集团52451.7330.266.510-0.31原材料业01359中国信达407816.5430.050.6300.00金融业00853微创医疗54927.6729.935.220-1.51医疗保健业03738阜博集团66873.5529.421.250-0.79资讯科技业06826昊海生物科技1215.2829.3229.3000.51医疗保健业03319雅生活服务41572.8529.262.630-1.50地产建筑业01766
中国中车127485.2829.155.0900.39工业01072
东方电气9900.0629.1110.220-0.20工业01302先健科技134315.9629.001.5504.73医疗保健业01288
农业银行886505.7228.833.520-0.28金融业01339中国人民保险集团250452.8328.702.6300.00金融业06078海吉亚医疗18078.6628.6220.500-6.18医疗保健业06099
招商证券36432.2128.576.100-1.13金融业02359
药明康德11041.4428.5133.0504.75医疗保健业02607
上海医药26082.6428.3711.560-1.53医疗保健业06030
中信证券73889.0628.1911.420-3.22金融业03323中国建材126134.5127.662.480-1.20地产建筑业06098碧桂园服务92336.3527.614.540-0.87地产建筑业02162康诺亚-B7682.2327.4632.3000.31医疗保健业02269药明生物113978.5427.4311.400-0.18医疗保健业01797东方甄选27975.1427.1111.88014.67资讯科技业09696
天齐锂业4400.7826.8021.0000.00原材料业02328中国财险184466.4426.7310.2200.20金融业03993
洛阳钼业104612.2126.596.120-3.47原材料业09966康宁杰瑞制药-B25389.3126.302.2902.23医疗保健业00390
中国中铁110322.3026.213.770-2.08地产建筑业02016
浙商银行154819.3426.142.120-0.93金融业01919
中远海控83285.8126.0211.140-2.11工业02866
中远海发94331.4025.650.940-1.05工业00257光大环境157501.3525.633.6201.40公用事业00386
中国石油化工股份623179.3225.605.0101.01能源业02400心动公司12267.2825.5222.550-4.25资讯科技业01818招金矿业69529.7925.3514.040-1.40原材料业00553
南京熊猫电子股份6115.2025.262.370-3.66资讯科技业00884旭辉控股集团258642.1524.830.2850.00地产建筑业00268金蝶国际87991.4324.535.920-2.15资讯科技业00819天能动力27062.4324.025.160-1.15工业00696中国民航信息网络22363.1223.978.460-2.76资讯科技业01548金斯瑞生物科技50671.4623.8111.860-2.47医疗保健业06806
申万宏源59552.8823.771.4600.69金融业01563友联国际教育租赁40212.4023.770.435-5.43非必需性消费02099
中国黄金国际9409.7123.7343.6500.11原材料业06865
福莱特玻璃10643.0123.6510.840-4.24工业01060阿里影业698384.0123.490.385-1.28非必需性消费00694北京首都机场股份44032.7123.422.510-1.18非必需性消费01988
民生银行193773.8523.282.760-0.36金融业02883中海油田服务42143.7323.266.660-4.86能源业01521方达控股47126.2123.140.810-2.41医疗保健业00354
中国软件国际63690.2822.993.660-2.14资讯科技业01898
中煤能源93293.2222.718.0401.52能源业03988
中国银行1882729.1022.513.4300.00金融业00119保利置业集团85801.4022.441.4400.00地产建筑业00998
中信银行333312.1122.384.7000.00金融业00136中国儒意277770.2422.202.1101.44非必需性消费02013微盟集团68303.5422.191.1900.00非必需性消费01516融创服务67759.7222.161.690-1.17地产建筑业01053
重庆钢铁股份11902.2022.110.600-1.64原材料业02899
紫金矿业132279.1222.0815.560-2.38原材料业01119创梦天地37319.7322.072.2000.00资讯科技业02171科济药业-B12554.0021.793.910-1.51医疗保健业00520呷哺呷哺22931.8021.111.220-3.17非必需性消费02380中国电力261030.8521.093.620-1.63公用事业09996沛嘉医疗-B14195.6220.892.2901.33医疗保健业01030新城发展146449.5120.721.340-1.47地产建筑业06198
青岛港22737.5820.685.870-0.17工业02666环球医疗38792.0520.504.340-0.69金融业00336华宝国际66131.8120.472.310-0.86必需性消费00981
中芯国际162882.8120.4616.700-2.11资讯科技业01801信达生物33203.6120.3839.2500.77医疗保健业01176珠光控股146024.2020.200.1170.00地产建筑业03898
时代电气10928.4420.1330.050-1.96工业00883中国海洋石油950658.0119.9920.400-2.39能源业01157
中联重科31308.5419.784.450-1.11工业00020商汤-W685264.7219.491.160-1.69资讯科技业02233西部水泥105951.0019.411.0806.93地产建筑业00836华润电力93406.8619.4121.400-1.15公用事业02331李宁49529.2419.1613.660-2.01非必需性消费01772
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中国石油股份395001.9818.716.810-1.87能源业06869
长飞光纤光缆6499.5518.487.850-1.51资讯科技业02121创新奇智10443.6618.474.090-5.10资讯科技业03088华夏恒生科技6550.6018.464.290-2.85
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中国铝业72603.2318.404.280-3.39原材料业02880
辽港股份94837.8118.380.6200.00工业03377远洋集团139783.2618.340.325-1.52地产建筑业00165中国光大控股30835.6418.293.850-1.79金融业00914
海螺水泥23665.7118.2018.360-0.43地产建筑业02257圣诺医药-B1586.2618.094.6901.30医疗保健业01880
中国中免2085.2417.9154.1500.09非必需性消费00013和黄医药15571.0417.8628.800-2.21医疗保健业02669中海物业58226.2217.724.520-1.53地产建筑业00817中国金茂237768.1617.600.6100.00地产建筑业01513丽珠医药5394.4617.5624.1501.90医疗保健业01099国药控股23245.9317.3218.7001.41医疗保健业03613
同仁堂国药14495.1317.318.6100.94医疗保健业06178
光大证券12004.2817.045.1501.58金融业03900绿城中国43048.9017.005.7200.53地产建筑业00152深圳国际40652.9916.866.3000.00工业01052越秀交通基建27976.2016.713.740-0.53工业01368特步国际44194.6616.704.7102.61非必需性消费00317
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金力永磁3206.3515.965.6000.00原材料业01958北京汽车40212.1515.942.080-1.89非必需性消费00991
大唐发电97214.2115.901.520-2.56公用事业01658
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中国外运30445.1214.923.590-1.10工业01515华润医疗19271.7214.853.150-0.32医疗保健业09955智云健康8679.5914.771.730-3.89医疗保健业00921
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福耀玻璃8697.8814.3239.200-2.24非必需性消费02039
中集集团44124.8314.275.880-1.51工业00081中国海外宏洋集团50120.2014.071.540-1.28地产建筑业00256冠城钟表珠宝61219.6014.060.980-2.00非必需性消费01810小米集团-W350860.3414.0016.080-3.60资讯科技业00384中国燃气75705.2713.927.070-0.98公用事业01238宝龙地产57670.9113.920.580-1.69地产建筑业00826天工国际37776.2013.851.500-3.85原材料业06699时代天使2350.2013.8252.500-0.10医疗保健业01579颐海国际14304.5013.7911.240-2.26必需性消费00410SOHO中国71687.6113.780.6801.49地产建筑业00806惠理集团25050.9013.701.490-3.87金融业00667中国东方教育29797.4913.672.4100.00非必需性消费06818中国
光大银行172159.2913.572.3901.27金融业00839中教控股36498.0513.443.970-0.50非必需性消费02005石四药集团39386.2713.263.760-1.83医疗保健业00909明源云25858.1713.191.670-4.02资讯科技业01378中国宏桥124093.0013.099.540-3.64原材料业00425敏实集团15218.1413.0910.400-3.35非必需性消费09969诺诚健华22907.0912.984.550-1.09医疗保健业00558力劲科技17708.0712.972.820-3.42工业03690美团-W80584.2012.94104.000-4.76资讯科技业02357中航科工80420.0212.933.760-1.31工业00392北京控股16248.5712.9126.050-0.38公用事业09992泡泡玛特17211.7812.8039.100-2.98非必需性消费00123越秀地产50954.0512.654.530-0.44地产建筑业03396联想控股16063.0312.625.460-1.27资讯科技业01258中国有色矿业48818.4212.505.420-4.91原材料业02382舜宇光学科技13663.6612.4841.950-3.78工业02869绿城服务39458.4612.463.340-1.47地产建筑业00552中国通信服务29753.2112.444.030-1.95资讯科技业01093石药集团147631.1812.445.750-0.35医疗保健业01668华南城142177.7512.410.172-2.27地产建筑业02416易点云7191.5012.391.420-7.19资讯科技业01910新秀丽18074.7812.3521.250-3.85非必需性消费01033中
石化油服66830.3712.330.500-3.85能源业02096先声药业31344.9812.315.4002.08医疗保健业01896猫眼娱乐14217.4712.267.860-1.26非必需性消费06639瑞尔集团6906.3012.233.890-2.75医疗保健业00941
中国移动261180.5812.1773.7500.14电讯业00095绿景中国地产61399.6012.040.540-3.57地产建筑业00966中国太平42428.2411.808.070-1.47金融业03933联邦制药21430.7711.798.750-1.91医疗保健业01244思路迪医药股份3027.0511.724.3607.92医疗保健业00762
中国联通358167.8811.696.8201.49电讯业01585雅迪控股35468.9411.5610.460-2.24非必需性消费02511君圣泰医药-B5917.6511.491.49019.20医疗保健业09869海伦司14531.9511.481.950-2.99非必需性消费00855中国水务18741.0111.474.940-0.40公用事业01066威高股份51725.0411.423.920-0.25医疗保健业00656复星国际93476.9611.403.970-1.73综合企业01024快手-W49497.8611.3743.000-1.04资讯科技业02158医渡科技11990.3511.293.420-1.72医疗保健业02319蒙牛乳业44395.5011.2712.560-2.18必需性消费02068
中铝国际4496.8011.241.640-1.80地产建筑业00670中国
东方航空股份58083.8311.212.050-1.91非必需性消费00581中国
东方集团41490.0011.141.170-1.68原材料业09878汇通达网络2006.7611.1222.300-1.76资讯科技业00135昆仑能源95819.4111.067.610-0.26公用事业01177中国生物制药206518.5310.982.8000.36医疗保健业01083港华
智慧能源38023.1310.912.800-2.10公用事业06990科伦博泰生物-B1420.3710.89154.600-2.34医疗保健业00535金地商置180456.8010.850.2160.93地产建筑业00272瑞安房地产86783.2510.800.650-1.52地产建筑业00347
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潍柴动力20338.4410.4611.620-5.99工业03868信义能源85921.4610.400.870-2.25公用事业00371北控水务集团103704.1110.312.350-0.42公用事业06698星空华文4105.2710.293.300-2.94非必需性消费03896金山云39108.8210.261.330-5.00资讯科技业02255海昌海洋公园82822.7010.190.7100.00非必需性消费00120COSMOPOLINT'L12592.1210.150.330-1.49地产建筑业09863零跑汽车11338.6810.1523.350-4.89非必需性消费03650KEEP5338.0610.155.360-6.13非必需性消费00934中石化冠德25032.2910.064.2700.71能源业 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。
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