南向资金对港股通标的股的整体持股比例为12.50%,143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12月22日,港股通标的股中,南向资金合计持有3331.62亿股,占标的股总股本的比例达12.50%,合计持股市值21258.90亿港元,占标的股总市值的比例为8.91%。
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143只,持股比例在10%~20%之间的有139只,持股比例在5%~10%的有97只,1%~5%的有113只,持股比例低于1%的为69只。南向资金持股比例最高的是山东墨龙,最新持有1.76亿股,占港股已发行股份的比例为68.71%,其次是马可数字科技、鼎丰集团汽车,持股占比分别为65.21%、63.05%。
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89只,占比为62.24%;持有比例在10%~20%之间的个股中,AH股占比为25.90%。
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、工业、金融业等行业,分别有33只、24只、23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17600.5268.712.400-2.83能源业01942马可数字科技42183.2065.211.500-4.46非必需性消费06878鼎丰集团汽车566222.6063.050.045-6.25地产建筑业06049保利物业9257.7760.3727.750-1.07地产建筑业00493国美零售2806814.1058.750.054-3.57非必需性消费01138中远海能75330.7258.127.3201.67工业01108凯盛新能14530.0058.113.650-0.27工业01065天津创业环保股份19477.6157.282.620-0.76公用事业03958东方证券55908.6354.423.270-2.10金融业01071华电国际电力股份91162.6353.083.4600.29公用事业01330绿色动力环保21379.9252.872.340-0.43工业01375中州证券62849.0052.571.060-0.93金融业03759康龙化成15566.3851.6214.960-1.32医疗保健业09995荣昌生物9499.3550.0933.250-2.78医疗保健业00902华能国际电力股份231941.2949.334.1300.73公用事业00728中国电信681838.0649.133.460-0.57电讯业06886HTSC82249.4047.839.340-2.30金融业01186中国铁建95374.3445.934.430-0.67地产建筑业01456国联证券20279.7545.813.410-1.73金融业00719山东新华制药股份8714.5144.685.580-1.06医疗保健业02333长城汽车102662.0744.279.710-0.92非必需性消费00564郑煤机10586.5043.518.0901.25非必需性消费00956新天绿色能源78897.7942.902.690-0.37公用事业00588北京北辰实业股份30121.2042.590.710-1.39地产建筑业01812晨鸣纸业22502.7042.582.0001.01原材料业00874白云山9186.2441.7720.700-0.72医疗保健业01800中国交通建设184566.8841.763.400-0.29地产建筑业01776广发证券70755.1541.578.850-0.90金融业02196复星医药22874.8641.4316.180-0.86医疗保健业01799新特能源15256.6440.5510.320-0.19工业00895东江环保7980.6039.871.650-1.20工业02186绿叶制药145627.6038.713.5000.00医疗保健业02202万科企业84845.9838.456.970-1.41地产建筑业01171兖矿能源108998.3738.2315.0002.60能源业06855亚盛医药-B11040.8238.0625.400-2.12医疗保健业02273固生堂9353.5237.9248.0000.42医疗保健业01088中国神华127872.4237.8525.9502.37能源业09939开拓药业-B16819.3137.571.560-2.50医疗保健业03618重庆农村商业银行92259.6036.702.970-0.34金融业01765希望教育300178.0236.480.340-2.86非必需性消费01336新华保险37726.9136.4714.440-0.69金融业03678弘业期货9039.0036.191.450-1.36金融业02137腾盛博药-B26258.4535.992.080-4.15医疗保健业06196郑州银行72518.2435.880.8000.00金融业02238广汽集团110531.6235.663.4500.29非必需性消费06185康希诺生物4726.7635.6221.650-3.99医疗保健业03347泰格医药4386.2035.6132.700-2.10医疗保健业01877君实生物7728.4435.2318.020-3.01医疗保健业01057浙江世宝7576.1034.942.050-2.38非必需性消费03033南方恒生科技277145.4034.883.482-4.5000038第一拖拉机股份13653.4134.834.8601.25工业01858春立医疗3304.7034.7311.480-1.88医疗保健业02727上海电气100276.5034.281.560-1.89工业00811新华文轩15058.9034.076.590-2.83非必需性消费00861神州控股56748.1733.902.1601.41资讯科技业06837海通证券114423.4933.553.970-1.24金融业00107四川成渝高速公路29747.8033.212.400-0.41工业00525广深铁路股份47225.4732.981.4300.00非必需性消费01952云顶新耀-B10637.5032.8718.520-3.94医疗保健业09989海普瑞7222.5032.813.550-1.66医疗保健业03969中国通号64462.1032.732.430-0.82资讯科技业09926康方生物27257.3532.4041.950-3.56医疗保健业01951锦欣生殖86783.6831.883.200-1.84医疗保健业01072东方电气10702.7631.476.7000.90工业06066中信建投证券39472.6031.296.610-1.78金融业00187京城机电股份3126.8031.262.630-0.38工业06078海吉亚医疗19623.7531.0734.300-3.24医疗保健业00763中兴通讯23329.2930.8715.940-4.09资讯科技业02162康诺亚-B8571.6530.6345.850-3.47医疗保健业01385上海复旦8704.7230.6113.4001.82资讯科技业06127昭衍新药3642.5030.6012.040-0.99医疗保健业06881中国银河111665.2530.253.900-0.51金融业01610中粮家佳康136850.4129.861.8100.56必需性消费02208金风科技23040.7629.783.3000.00工业01528红星美凯龙22009.3429.682.080-0.48地产建筑业06610飞天云动53741.7029.681.950-4.41资讯科技业00553南京熊猫电子股份6991.0028.882.460-0.40资讯科技业01787山东黄金24809.5728.8714.4800.42原材料业00338上海石油化工股份99819.0028.761.0900.00原材料业00995安徽皖通高速公路13961.4928.307.5502.17工业01918融创中国236697.6528.201.410-3.42地产建筑业02611国泰君安38923.3427.958.530-0.70金融业01797东方甄选28329.3627.9028.850-1.37非必需性消费00548深圳高速公路股份20832.2027.866.190-1.28工业03738阜博集团62358.6527.832.260-3.42资讯科技业01816中广核电力310476.1027.801.9600.00公用事业02500启明医疗-B12207.7227.675.620医疗保健业02009金隅集团64683.8527.650.720-1.37地产建筑业00586海螺创业50094.6027.626.170-0.96工业06826昊海生物科技906.7527.5537.400-4.96医疗保健业06099招商证券35065.4927.516.110-0.65金融业01357美图公司123125.7527.493.340-5.38资讯科技业01618中国中冶77929.9027.131.4500.00地产建筑业09966康宁杰瑞制药-B26001.5926.946.200-1.43医疗保健业03319雅生活服务37623.8826.493.250-5.52地产建筑业01548金斯瑞生物科技56077.2926.4119.120-2.65医疗保健业03908中金公司50123.7726.3210.500-1.50金融业01398工商银行2282570.5926.293.6800.00金融业03369秦港股份21681.3526.111.2800.00工业00168青岛啤酒股份17044.6426.0149.350-0.40必需性消费00576浙江沪杭甬50909.3025.725.120-0.39工业01302先健科技117939.0525.462.170-2.69医疗保健业00853微创医疗46681.2825.437.860-0.76医疗保健业09696天齐锂业4151.2625.2840.2503.21原材料业06098碧桂园服务83954.3925.106.120-6.13地产建筑业02866中远海发90538.7024.620.7900.00工业00268金蝶国际88776.6624.4410.7800.56资讯科技业01635大众公用13035.2024.421.2200.00公用事业00819天能动力27232.9024.176.360-1.24工业03800协鑫科技646015.9323.971.130-0.88工业01919中远海控79189.1623.898.0601.51工业06806申万宏源58680.9623.431.360-0.73金融业01339中国人民保险集团201674.5223.102.3500.43金融业06865福莱特玻璃10377.1623.0512.0802.03工业01359中国信达312745.5423.040.7400.00金融业06600赛生药业14145.9922.9313.4001.06医疗保健业02601中国太保63585.8422.9014.920-0.13金融业01798大唐新能源56966.4022.761.7901.70公用事业03323中国建材103601.6722.723.140-1.26地产建筑业00489东风集团股份57642.1022.663.700-0.80工业02013微盟集团63074.9222.562.690-5.61非必需性消费01801信达生物36406.5322.4938.300-3.65医疗保健业02400心动公司10756.1622.388.990-19.01资讯科技业06821凯莱英614.3022.2987.050-3.49医疗保健业01988民生银行183758.5022.082.570-0.77金融业01060阿里影业648688.0121.990.450-4.26非必需性消费01349复旦张江7038.1121.582.420-0.82医疗保健业00119保利置业集团82461.8421.571.500-1.32地产建筑业01288农业银行662298.8421.532.9300.34金融业01530三生制药52512.4021.526.650-1.92医疗保健业00981中芯国际170519.4221.4520.150-1.47资讯科技业00390中国中铁89923.7121.363.290-0.30地产建筑业02328中国财险146366.8821.208.9500.45金融业01516融创服务64336.4421.031.810-4.74地产建筑业01818招金矿业54852.8421.019.3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