南向资金对港股通标的股的整体持股比例为8.39%,72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11月26日,港股通标的股中,南向资金合计持有2217.40亿股,占标的股总股本的比例达8.39%,合计持股市值22245.31亿港元,占标的股总市值的比例为6.64%。
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72只,持股比例在10%~20%之间的有95只,持股比例在5%~10%的有114只,1%~5%的有137只,持股比例低于1%的为105只。南向资金持股比例最高的是山东墨龙,最新持有1.64亿股,占港股已发行股份的比例为64.11%,其次是东方证券、保利物业,持股占比分别为54.60%、53.95%。
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59只,占比为81.94%;持有比例在10%~20%之间的个股中,AH股占比为33.68%。
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17只、14只、9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 | 00568山东墨龙16422.0064.113.500-3.85能源业03958东方证券56087.3654.606.590-2.23金融业06049保利物业8272.5853.9551.650-2.09地产建筑业02333长城汽车151459.7248.8833.800-2.03非必需性消费01065天津创业环保股份16005.4147.073.520-2.22公用事业01071华电国际电力股份77711.2045.242.390-2.05公用事业00902华能国际电力股份210914.2944.863.360-2.89公用事业01330绿色动力环保17864.1244.174.0901.49工业01375中州证券51146.2042.781.4100.00金融业01776广发证券65441.9238.4513.600-3.00金融业00719山东新华制药股份7437.1238.134.0000.00医疗保健业01812晨鸣纸业19242.5336.413.720-0.53原材料业06886HTSC61129.1635.5511.540-1.20金融业00588北京北辰实业股份24319.4034.381.190-0.83地产建筑业00895东江环保6827.4834.103.6200.56工业00038第一拖拉机股份13269.4133.853.610-1.63工业00874白云山7380.4533.5519.100-0.10医疗保健业01816中广核电力367126.1032.872.130-1.39公用事业02727上海电气95752.1032.742.240-2.61工业03618重庆农村商业银行81935.0632.592.640-1.12金融业00861神州控股52944.8231.634.1100.00资讯科技业03898时代电气17060.1431.1650.200-4.11工业01456国联证券13449.5030.383.880-0.26金融业01800中国交通建设134032.6030.334.120-1.20地产建筑业01171兖州煤业股份57409.3130.2011.960-3.70能源业01088中国神华101939.2630.1716.560-2.01能源业01108洛阳玻璃股份7474.8029.8916.8002.31工业02238广汽集团91983.2829.687.930-2.70非必需性消费02196复星医药16195.3329.3339.350-0.63医疗保健业06066中信建投证券36698.6529.098.280-1.31金融业01336新华保险28897.5027.9421.450-2.05金融业01057浙江世宝6046.1027.881.980-4.35非必需性消费00728中国电信385387.5127.762.600-1.89电讯业01610中粮家佳康107502.3627.552.830-4.07必需性消费01186中国铁建56909.1227.404.910-1.80地产建筑业01398工商银行2369670.3427.294.190-1.41金融业01072东方电气9277.9627.2811.680-2.99工业00107四川成渝高速公路24414.2027.261.790-0.56工业02601中国太保74847.3826.9623.550-2.48金融业00995安徽皖通高速公路13057.4026.476.010-0.99工业06078海吉亚医疗16222.9426.2466.900-2.90医疗保健业06837海通证券87978.6625.806.630-1.04金融业00525广深铁路股份36866.0025.751.3200.76非必需性消费06865福莱特玻璃11425.8325.3833.500-1.76工业01919中远海控83198.0524.7911.680-3.47工业03606福耀玻璃15017.0924.7444.800-0.55非必需性消费03969中国通号48648.8024.702.730-0.36资讯科技业00564郑煤机5981.3324.588.750-3.74非必需性消费00189东岳集团53672.4723.7816.7000.72原材料业02611国泰君安32900.9823.6310.580-1.12金融业01873维亚生物45485.0023.624.870-2.01医疗保健业06099招商证券30039.1923.5611.840-1.33金融业01999敏华控股92514.7023.4012.660-3.51非必需性消费01533庄园牧场812.4023.117.500-2.09必需性消费01772赣锋锂业6648.6823.06147.100-0.61原材料业00763中兴通讯17201.8022.7622.000-2.87资讯科技业01988民生银行187719.9522.553.030-2.57金融业02866中远海发82718.0022.491.410-3.42工业01528红星美凯龙16576.6222.364.1404.28地产建筑业01618中国中冶63979.9022.272.020-2.88地产建筑业02883中海油田服务40014.9922.086.370-2.75能源业01766中国中车94266.0221.553.680-1.87工业01635大众公用11418.9021.391.670-2.91公用事业00811新华文轩9433.2321.335.810-0.34非必需性消费01951锦欣生殖52572.4820.9511.480-4.97医疗保健业01288农业银行642077.3520.882.620-1.50金融业01317枫叶教育61863.6220.651.160-0.85非必需性消费00548深圳高速公路股份15319.0020.487.420-2.11工业01339中国人民保险集团177991.5020.382.330-0.85金融业06881中国银河75067.8220.334.280-2.06金融业01302先健科技93653.0020.223.970-1.00医疗保健业06855亚盛医药-B5330.3220.2032.800-10.75医疗保健业00553南京熊猫电子股份4778.2019.743.9002.36资讯科技业00168青岛啤酒股份12798.5419.5266.150-1.85必需性消费06806申万宏源48639.6819.421.910-2.05金融业01787山东黄金16600.0819.3114.280-0.97原材料业00819天能动力21614.7019.198.730-2.46工业00981中芯国际150557.2619.0421.350-2.29资讯科技业00187京城机电股份1900.2019.002.4802.06工业00998中信银行282307.9318.963.410-1.73金融业01359中国信达256333.2718.891.250-1.57金融业03323中国建材85597.5518.778.790-2.12地产建筑业02899紫金矿业107232.3018.6810.280-3.20原材料业02382舜宇光学科技20274.7618.47229.400-3.29工业03908中金公司35136.5218.4518.620-1.69金融业01548金斯瑞生物科技38483.3418.3140.1002.56医疗保健业02400心动公司8761.1618.2347.000-2.08资讯科技业00956新天绿色能源32883.0517.875.740-0.17公用事业01138中远海能23117.8017.832.960-2.63工业02880辽港股份90501.4617.540.690-4.17工业02009金隅集团40876.4517.471.190-0.83地产建筑业01765希望教育139418.0717.431.770-1.12非必需性消费01385上海复旦4950.6017.4127.600-1.95资讯科技业00175吉利汽车170102.5217.3124.700-2.76非必需性消费01918融创中国86049.9917.2114.140-4.07地产建筑业01458周黑鸭40200.1716.867.460-2.23必需性消费06826昊海生物科技641.3716.8653.800-0.92医疗保健业01797新东方在线16713.3516.698.410-1.18非必需性消费02380中国电力162900.1516.613.570-4.03公用事业00291华润啤酒53525.0716.4964.750-2.34必需性消费00338上海石油化工股份57191.9616.361.880-2.08原材料业01368特步国际41497.1015.7710.3600.39非必需性消费01773天立教育33824.1015.611.910-9.91非必需性消费06127昭衍新药947.3815.5996.1000.10医疗保健业00836华润电力75014.5715.5819.280-1.13公用事业02669中海物业51207.1715.577.610-2.31地产建筑业01060阿里影业415211.8615.460.850-3.41非必需性消费00853微创医疗28119.8415.4434.050-5.02医疗保健业01282宝新金融482769.2015.370.234-0.43金融业03369秦港股份12694.2515.291.220-2.40工业03900绿城中国37977.6015.2111.340-1.22地产建筑业00268金蝶国际52194.1315.0223.400-2.90资讯科技业02186绿叶制药52961.4514.943.740-1.84医疗保健业06196郑州银行24889.7214.901.8200.00金融业06178光大证券10485.6014.885.9800.17金融业02202万科企业28247.9714.8518.500-2.22地产建筑业01530三生制药36933.4514.636.640-3.21医疗保健业01877君实生物3208.1614.6245.650-3.18医疗保健业01638佳兆业集团99392.0314.161.120-2.61地产建筑业00826天工国际38631.2013.824.5700.88原材料业02666环球医疗25865.7513.675.460-1.44金融业03888金山软件18769.0613.6534.600-1.84资讯科技业00119保利置业集团50530.6813.591.990-1.49地产建筑业01668华南城107378.1313.260.550-1.79地产建筑业03993洛阳钼业52210.0113.264.680-3.51原材料业01811中广核新能源56870.8013.256.4001.75公用事业03759康龙化成1765.8513.17162.0000.50医疗保健业00751创维集团35131.6013.084.7800.42非必需性消费00165中国光大控股22034.7013.068.450-3.87金融业01513丽珠医药4016.4912.8125.650-2.66医疗保健业09922九毛九18610.0412.8017.120-6.86非必需性消费01958北京汽车32005.5012.693.330-0.89非必需性消费09992泡泡玛特17704.8312.6251.200-10.65非必需性消费01579颐海国际13084.0712.4844.800-2.40必需性消费00257光大环境76457.0112.445.250-1.87公用事业02013微盟集团32011.0412.379.930-1.88非必需性消费02039中集集团25344.4712.2914.440-0.41工业03309希玛眼科14089.9012.267.490-3.85医疗保健业02607上海医药11255.4012.2414.320-0.28医疗保健业00883中国海洋石油546291.6812.237.780-2.14能源业00136恒腾网络112625.3612.193.4302.39资讯科技业09989海普瑞2642.3511.998.4000.12医疗保健业00656复星国际98821.6811.848.920-3.88综合企业00336华宝国际36687.3011.8022.000-7.37必需性消费00570中国中药58307.0211.573.830-0.52医疗保健业00390中国中铁48686.4011.563.800-1.55地产建筑业01066威高股份52055.7211.5010.940-2.15医疗保健业02357中航科工71384.7611.485.300-1.30工业02005石四药集团33927.8011.243.750-0.53医疗保健业01810小米集团-W279676.6411.1819.060-2.66资讯科技业09926康方生物-B9144.4611.1848.200-3.98医疗保健业06030中信证券25471.8311.1718.400-0.97金融业01053重庆钢铁股份5930.8011.011.330-1.48原材料业02016浙商银行50174.7011.013.1900.00金融业01448福寿园25458.8310.976.530-2.68非必需性消费00354中国软件国际33480.3710.9012.840-0.93资讯科技业00177江苏宁沪高速公路13298.4810.877.710-3.02工业01818招金矿业28100.7610.767.860-1.26原材料业01898中煤能源43820.4010.664.060-1.69能源业00939建设银行2523342.4710.495.100-1.35金融业01349复旦张江3550.6110.443.9900.00医疗保健业01911华兴资本控股5698.5010.3816.480-3.85金融业00493国美零售346786.2010.260.690-4.17非必需性消费00256冠城钟表珠宝44508.0010.221.3000.00非必需性消费00753中国国航46360.3210.155.310-3.80非必需性消费09939开拓药业-B3927.0510.1357.3008.63医疗保健业01257中国光大绿色环保20765.6110.052.740-1.44公用事业(文章来源:数据宝)