50只港股获南向资金大比例持有
南向资金对港股通标的股的整体持股比例为7.60%,50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9月18日,港股通标的股中,南向资金合计持有2018.10亿股,占标的股总股本的比例达7.60%,合计持股市值16142.49亿港元,占标的股总市值的比例为5.12%。
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50只,持股比例在10%~20%之间的有83只,持股比例在5%~10%的有106只,1%~5%的有134只,持股比例低于1%的为110只。南向资金持股比例最高的是赣锋锂业,最新持有1.18亿股,占港股已发行股份的比例为58.98%,其次是华电国际电力股份、华能国际电力股份,持股占比分别为45.54%、43.61%。
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41只,占比为82.00%;持有比例在10%~20%之间的个股中,AH股占比为44.58%。
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11807.3158.9844.05010.13原材料业01071华电国际电力股份78214.7945.542.060-0.48公用事业00902华能国际电力股份205052.3043.613.1000.98公用事业00861神州控股65890.0939.406.7301.51资讯科技业03958东方证券39877.9638.825.2202.55金融业01108洛阳玻璃股份9428.6037.702.5701.58工业06049保利物业5675.2637.0168.7500.15地产建筑业01330绿色动力环保14842.4036.693.7901.07工业02333长城汽车111496.4735.9710.3800.78非必需性消费02196复星医药19770.9435.8232.1001.90医疗保健业06865福莱特玻璃15883.4035.2817.34010.45工业00719山东新华制药股份6838.2235.064.0200.75医疗保健业02238广汽集团108231.6434.927.2300.56非必需性消费00895东江环保6650.7033.234.6600.43工业01065天津创业环保股份11297.0133.212.9000.35公用事业01336新华保险33119.6532.0132.0007.02金融业00874白云山6974.0131.7120.0002.15医疗保健业00588北京北辰实业股份22427.2031.711.5800.64地产建筑业00038第一拖拉机股份12328.8131.452.7502.61工业01269首控集团157014.2031.220.111-5.13非必需性消费01776广发证券52375.7130.779.7500.52金融业02727上海电气84048.5028.262.2600.44工业01072东方电气9605.2128.245.8504.09工业03618重庆农村商业银行70580.0028.073.0901.31金融业01398工商银行2409954.5127.764.2500.24金融业03888金山软件37721.4227.4741.0002.37资讯科技业02601中国太保75623.7227.2423.1504.28金融业01288农业银行832911.4727.092.5501.59金融业01088中国神华91562.1326.9313.6601.94能源业01558东阳光药17530.9826.8111.4001.79医疗保健业01787山东黄金18314.1026.1721.6002.86原材料业02899紫金矿业149071.2025.975.9106.10原材料业06837海通证券88278.1425.886.8902.84金融业00525广深铁路股份36734.6025.651.4701.38非必需性消费00763中兴通讯19253.9425.4818.9400.00资讯科技业00107四川成渝高速公路22786.8025.441.8000.00工业06886HTSC43648.7425.3812.7401.59金融业06066中信建投证券31557.4525.0110.8403.04金融业01057浙江世宝5402.4024.920.8901.14非必需性消费03323中国建材96032.4724.8210.7200.19地产建筑业00553南京熊猫电子股份5927.8024.494.380-1.13资讯科技业01375中州证券28900.2024.161.5000.67金融业00995安徽皖通高速公路11432.6023.183.850-0.52工业00568山东墨龙5891.5623.000.7200.00能源业01533庄园牧场793.1522.576.0000.00必需性消费06881中国银河82597.8422.374.3603.81金融业01873维亚生物41795.7521.969.7007.54医疗保健业02013微盟集团49511.2421.9511.380-1.04非必需性消费01816中广核电力244266.7021.871.6400.61公用事业00819天能动力23377.5020.7514.4002.86工业01812晨鸣纸业10550.9519.973.6803.95原材料业01339中国人民保险集团170762.7019.562.4401.67金融业00694北京首都机场股份36703.5719.524.9503.13非必需性消费01999敏华控股73917.6319.4311.6604.67非必需性消费02666环球医疗32809.3019.115.160-1.34金融业06099招商证券23976.9218.819.8703.13金融业01053重庆钢铁股份9835.6018.260.7802.63原材料业01610中粮肉食71059.1018.212.9801.36必需性消费00811新华文轩7999.6018.095.1501.98非必需性消费01919中远海控46496.5518.013.7901.61工业01528红星美凯龙13226.1217.835.1605.09地产建筑业01359中国信达240010.2517.681.5002.04金融业01951锦欣生殖42587.3617.5210.2201.19医疗保健业00564郑煤机4227.7617.378.390-0.12非必需性消费02880大连港89155.2417.270.6900.00工业06169宇华教育56949.7617.046.670-0.45非必需性消费00998中信银行251952.3816.923.1700.63金融业01918融创中国78649.0216.8631.9500.47地产建筑业06196郑州银行28143.6516.851.8601.64金融业01302先健科技72086.8016.642.1402.88医疗保健业01171兖州煤业股份31469.6016.556.0803.40能源业03908中金公司31211.4916.3918.1203.31金融业01618中国中冶46961.6016.351.320-0.75地产建筑业01066威高股份73681.5416.2816.140-2.30医疗保健业00548深圳高速公路股份12168.0016.277.1500.14工业03606福耀玻璃8191.7516.1928.2000.71非必需性消费00268金蝶国际55363.4515.9719.8603.22资讯科技业00598中国外运34107.7015.891.870-0.53工业02866中远海发57576.8015.650.8301.22工业01635大众公用8176.7015.312.2500.45公用事业01458周黑鸭36147.8015.168.6006.83必需性消费03759康龙化成2023.7815.1092.950-1.74医疗保健业01797新东方在线13926.9114.8136.6503.39非必需性消费01317枫叶教育43637.3214.562.400-0.83非必需性消费02186绿叶制药47093.1514.494.6600.87医疗保健业01138中远海能18574.8014.323.4501.77工业00168青岛啤酒股份9233.4014.0865.7500.08必需性消费03900绿城中国34561.5513.8511.6000.87地产建筑业01282宝新金融423605.6013.490.4156.41金融业00966中国太平48454.9013.4712.8006.49金融业00981中芯国际102666.8313.3320.6003.31资讯科技业01988民生银行110568.8513.284.4401.14金融业00336华宝国际40834.5113.136.9200.29必需性消费01060阿里影业348883.8613.001.1901.71非必需性消费01508中国再保险85289.4012.760.7901.28金融业00853微创医疗22885.2112.6732.8001.08医疗保健业06178光大证券8886.4212.617.6606.54金融业00570中国中药63338.8912.573.5204.14医疗保健业02202万科企业23712.3512.5225.3502.01地产建筑业02009金隅集团29136.9512.451.5500.00地产建筑业00165中国光大控股20988.0012.4411.3600.00金融业02400心动公司5645.0312.4340.8505.28资讯科技业01800中国交通建设54436.0012.294.2502.66地产建筑业06030中信证券27790.4612.1917.3002.37金融业01513丽珠医药3891.9212.1635.2004.92医疗保健业00956新天绿色能源22240.6012.082.0202.02公用事业00535金地商置198166.0212.011.320-1.49地产建筑业00968信义光能101469.8012.0010.3804.11工业01521方达控股24124.0011.863.8001.88医疗保健业01448福寿园27166.8711.827.920-1.25非必需性消费00493国美零售253999.7011.771.0701.90非必需性消费00658中国高速传动18855.9011.526.3100.16工业02607上海医药10524.8611.4413.6401.49医疗保健业01548金斯瑞生物科技21973.0011.4313.880医疗保健业03800保利协鑫能源241371.7511.410.300-1.64工业02669中海物业37416.2311.386.6002.01地产建筑业00354中国软件国际30816.6511.355.840-2.50资讯科技业00656复星国际96593.0511.358.9203.84综合企业00338上海石油化工股份39129.1311.181.4700.68原材料业00520呷哺呷哺12041.3511.1310.0002.56非必需性消费02883中海油田服务19745.3610.895.680-0.87能源业00939建设银行2593020.6110.785.3200.38金融业00177江苏宁沪高速公路13088.6810.708.1500.87工业00855中国水务16986.1410.676.1500.00公用事业02039中集集团21867.1310.618.510-0.35工业00291华润啤酒34046.5410.4849.950-1.28必需性消费01898中煤能源42941.4010.451.9101.60能源业02005石四药集团31542.0110.444.580-1.08医疗保健业02208金风科技8074.6310.437.2100.70工业00119保利置业集团37867.4710.332.3500.43地产建筑业01579颐海国际10695.0010.21116.2002.47必需性消费01668华南城82354.1510.170.7800.00地产建筑业03933联邦制药18561.7910.088.6800.58医疗保健业