52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7.31%,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6月9日,港股通标的股中,南向资金合计持有1929.01亿股,占标的股总股本的比例达7.31%,合计持股市值13517.61亿港元,占标的股总市值的比例为4.68%。
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65只,持股比例在5%~10%的有117只,1%~5%的有130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1.06亿股,占港股已发行股份的比例为53.09%,其次是神州控股、福莱特玻璃,持股占比分别为45.62%、44.52%。
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46.15%。
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11只、9只、8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10629.4953.0930.6006.99原材料业00861神州控股76253.2445.624.170-1.18资讯科技业06865福莱特玻璃20041.1044.526.4102.23工业00902华能国际电力股份194540.1641.383.0401.00公用事业01071华电国际电力股份64962.2737.822.4000.84公用事业01108洛阳玻璃股份9456.8037.812.2700.44工业02196复星医药20615.0737.3425.9502.37医疗保健业00719山东新华制药股份7275.7737.314.1702.46医疗保健业03958东方证券38142.1937.124.1001.74金融业02238广汽集团107510.2634.697.0000.00非必需性消费06116拉夏贝尔6946.2032.330.7400.00非必需性消费01336新华保险33168.6132.0627.4001.86金融业01330绿色动力环保12939.6031.992.8700.00公用事业01072东方电气10594.1731.154.1700.97工业00895东江环保5929.1629.625.510-1.61工业02333长城汽车91704.3529.585.4802.24非必需性消费00588北京北辰实业股份20325.6028.741.9901.53地产建筑业01065天津创业环保股份9674.2128.442.3600.43公用事业00564郑煤机6883.4128.293.2502.20非必需性消费00874白云山6195.8128.1721.7005.85医疗保健业00038第一拖拉机股份10969.2127.982.0400.00工业01666同仁堂科技17584.6227.966.2500.97医疗保健业01776广发证券47229.5127.758.5404.40金融业01787山东黄金13839.9527.6822.000-2.44原材料业01398工商银行2388161.7927.515.2100.97金融业01288农业银行827835.2426.923.1700.63金融业02727上海电气79790.9026.832.3200.00工业01088中国神华90350.9226.5713.3001.22能源业00763中兴通讯19636.3425.9922.000-0.68资讯科技业01558东阳光药5464.0825.0415.50010.04医疗保健业06886HTSC42832.3424.9112.6601.77金融业03323中国建材96372.6124.908.8400.57地产建筑业00107四川成渝高速公路22096.8024.671.9601.55工业02601中国太保68408.3324.6423.7000.42金融业03618重庆农村商业银行61777.6024.573.1500.96金融业00607丰盛控股480692.5024.380.1240.81工业00553南京熊猫电子股份5780.2023.875.580-1.93资讯科技业06881中国银河88047.6923.854.0301.77金融业02899紫金矿业136657.2023.813.3502.76原材料业03888金山软件32564.9523.7125.6501.58资讯科技业01269首控集团116599.0023.190.1990.00非必需性消费06066中信建投证券28941.3522.948.1301.70金融业00995安徽皖通高速公路11046.2022.403.7801.61工业00981中芯国际121465.9321.9519.440-2.11资讯科技业00525广深铁路股份31256.2021.831.540-0.65非必需性消费00568山东墨龙5520.0821.550.6804.62能源业01375中州证券25669.2021.471.2703.25金融业06049保利物业3286.3421.4380.800-3.35地产建筑业01816中广核电力234455.5020.991.720-0.58公用事业01057浙江世宝4472.1020.620.7500.00非必需性消费01533庄园牧场710.7020.235.940-0.17必需性消费02013微盟集团45027.9220.118.300-2.12非必需性消费02666环球医疗33912.5519.755.0001.01金融业06837海通证券67164.7419.696.4001.27金融业01812晨鸣纸业9794.3518.532.9400.34原材料业01918融创中国85197.7918.3036.8002.65地产建筑业02880大连港92479.9017.910.7002.94工业01053重庆钢铁股份9629.8017.890.7000.00原材料业01573南方能源12686.2017.660.680能源业01339中国人民保险集团152003.9017.412.5500.39金融业01138中远海能22420.8017.294.0304.68工业00819天能动力18574.2016.4810.9200.74工业01458周黑鸭38759.9516.265.2901.93必需性消费01171兖州煤业股份31256.7716.196.4901.25能源业01528红星美凯龙10812.7716.045.1300.59地产建筑业06169宇华教育52803.7615.816.7300.00非必需性消费01999敏华控股59412.8915.647.1200.56非必需性消费00694北京首都机场股份29402.7115.645.630-2.93非必需性消费01359中国信达210678.3515.521.5401.99金融业00598中国外运32955.8015.351.7703.51工业02866中远海发55555.8015.100.8101.25工业00811新华文轩6659.5015.065.250-0.57非必需性消费06178光大证券10148.5414.414.890-0.20金融业01618中国中冶41041.7014.281.2901.57地产建筑业06196郑州银行21603.2014.231.8700.54金融业02186绿叶制药46319.0014.204.4808.47医疗保健业00998中信银行209529.9614.073.5100.00金融业00354中国软件国际36947.1214.074.1001.74资讯科技业03908中金公司26786.9114.0614.260-1.11金融业00968信义光能112944.9013.966.3601.27工业00966中国太平49900.0213.8713.0801.87金融业03900绿城中国34401.6013.788.9108.66地产建筑业00853微创医疗23544.7013.5623.6507.26医疗保健业01302先健科技58363.8013.501.8002.27医疗保健业06099招商证券13087.7613.348.1501.12金融业02607上海医药11887.5712.9313.2003.61医疗保健业01797新东方在线12071.9612.8431.750-0.78非必需性消费02202万科企业20194.6512.7926.3500.96地产建筑业00570中国中药63758.7812.653.6004.35医疗保健业00548深圳高速公路股份9398.0012.578.4001.57工业01635大众公用6701.7012.552.4500.00公用事业01060阿里影业336511.8612.541.100-1.79非必需性消费00535金地商置203402.6212.361.2700.79地产建筑业03800保利协鑫能源244721.2912.320.2709.76工业00165中国光大控股20326.2012.0511.4801.41金融业00658中国高速传动19563.4011.954.6000.88工业03606福耀玻璃5961.0011.7819.4400.52非必需性消费06030中信证券26740.8111.7315.1601.34金融业02208金风科技8992.1511.627.8901.54工业01919中远海控29954.4711.602.260-0.44工业00855中国水务18088.4311.275.5301.28公用事业02001新高教集团17318.4611.234.260-2.29非必需性消费01282宝新金融351446.8011.190.2850.00综合企业00493国美零售237824.2011.021.400-2.78非必需性消费01818招金矿业11527.1910.988.7900.62原材料业00656复星国际92256.4710.8410.320-0.39综合企业02009金隅集团25171.7510.761.6701.83地产建筑业00268金蝶国际35805.9210.7413.720-0.87资讯科技业02883中海油田服务19060.5610.528.5703.00能源业00921海信家电4809.1510.469.5505.88非必需性消费00939建设银行2493268.9910.366.3400.79金融业00177江苏宁沪高速公路12670.8810.369.4403.74工业01513丽珠医药3243.4710.1433.3004.88医疗保健业01508中国再保险67588.0010.110.8701.16金融业01873维亚生物16112.9010.117.3400.69医疗保健业00799IGG12576.3310.105.2600.00资讯科技业01448福寿园23109.5810.087.2000.56非必需性消费