南向资金对港股通标的股的整体持股比例为12.79%,149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1月29日,港股通标的股中,南向资金合计持有3402.07亿股,占标的股总股本的比例达12.79%,合计持股市值21164.17亿港元,占标的股总市值的比例为9.09%。
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149只,持股比例在10%~20%的有136只,持股比例在5%~10%的有100只,1%~5%的有114只,持股比例低于1%的为62只。南向资金持股比例最高的是山东墨龙,最新持有1.75亿股,占港股已发行股份的比例为68.16%,其次是马可数字科技、鼎丰集团汽车,持股占比分别为66.31%、62.81%。
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90只,占比为60.40%;持有比例在10%~20%的个股中,AH股占比为27.21%。
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34只、24只、24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17459.5668.161.970-2.96能源业01942马可数字科技42898.6066.311.5901.27非必需性消费06878鼎丰集团汽车563986.6062.810.0450.00地产建筑业01108凯盛新能15587.8062.344.240-2.08工业06049保利物业9412.1361.3829.5004.06地产建筑业00493国美零售2869480.9060.060.050-3.85非必需性消费01138中远海能76844.0559.288.0501.13工业01065天津创业环保股份19538.4157.452.6600.00公用事业03958东方证券56500.3355.003.260-0.31金融业01071华电国际电力股份92626.6753.933.7801.07公用事业01330绿色动力环保21324.6252.732.3700.85工业01375中州证券62933.7052.641.0802.86金融业03759康龙化成15494.8251.3810.5400.38医疗保健业00728中国电信709478.3251.124.0100.25电讯业00902华能国际电力股份229017.1548.714.6400.87公用事业06886HTSC83167.2648.379.7300.31金融业01456国联证券20371.5546.023.050-0.97金融业01186中国铁建94567.1445.534.7301.72地产建筑业09995荣昌生物8612.7545.4218.520-4.24医疗保健业00719山东新华制药股份8777.1145.015.3400.19医疗保健业00956新天绿色能源80620.7643.832.7900.00公用事业01812晨鸣纸业23135.7043.781.700-0.58原材料业00564郑煤机10599.0643.579.3001.31非必需性消费00874白云山9512.0443.2419.9000.00医疗保健业00588北京北辰实业股份30348.6042.910.680-1.45地产建筑业01776广发证券71293.0841.888.3200.12金融业02196复星医药23063.0141.7714.380-0.42医疗保健业02333长城汽车96508.4841.618.080-1.58非必需性消费01799新特能源15526.1241.269.060-4.13工业01800中国交通建设181002.4840.963.7501.90地产建筑业00895东江环保7953.2839.731.730-2.81工业02202万科企业87508.0839.656.410-1.23地产建筑业02186绿叶制药149088.8039.622.860-2.39医疗保健业03033南方恒生科技339169.3439.473.1480.9006855亚盛医药-B11342.1139.0723.950-0.62医疗保健业01088中国神华131433.8938.9029.8000.51能源业09939开拓药业-B17345.4638.751.2801.59医疗保健业03347泰格医药4716.7938.3026.9000.56医疗保健业06196郑州银行77385.8538.290.8300.00金融业01336新华保险39588.6738.2714.4400.42金融业01171兖矿能源106554.3337.3716.5201.47能源业02273固生堂9191.5237.2641.650-7.24医疗保健业03618重庆农村商业银行93404.2037.153.0600.99金融业03678弘业期货9153.5036.651.390-2.11金融业02238广汽集团113145.3036.513.200-0.31非必需性消费02137腾盛博药-B26626.4036.491.8000.00医疗保健业01765希望教育300021.8236.470.3203.23非必需性消费01877君实生物7931.2236.1612.840-1.98医疗保健业06185康希诺生物4758.3435.8617.280-0.23医疗保健业00038第一拖拉机股份14024.0135.775.100-1.16工业01057浙江世宝7722.8035.611.820-2.67非必需性消费00525广深铁路股份49822.6734.801.6501.85非必需性消费06837海通证券118619.9734.783.8500.00金融业01858春立医疗3296.0334.649.250-0.11医疗保健业02727上海电气101177.7034.591.5202.70工业00811新华文轩15229.5034.456.630-0.60非必需性消费03969中国通号67330.2434.182.8004.48资讯科技业00861神州控股56853.2733.962.1600.00资讯科技业00107四川成渝高速公路30310.8033.842.5400.79工业01952云顶新耀-B10953.3533.8316.380-4.88医疗保健业09989海普瑞7271.9033.032.7401.48医疗保健业09926康方生物27534.2332.7240.700-2.75医疗保健业06066中信建投证券40981.5032.496.1800.49金融业00187京城机电股份3233.6032.332.550-4.49工业01951锦欣生殖87735.5232.242.320-0.85医疗保健业01385上海复旦9125.4232.0810.100-5.08资讯科技业06881中国银河117400.1531.794.0300.00金融业00763中兴通讯23778.5931.4614.5200.55资讯科技业06610飞天云动56921.2031.431.390-4.14资讯科技业02208金风科技24220.6431.303.030-1.62工业00586海螺创业55689.4530.716.2100.32工业01072东方电气10314.2530.337.0202.93工业01610中粮家佳康137450.5129.991.600-0.62必需性消费06078海吉亚医疗18868.7629.8728.550-0.35医疗保健业01528红星美凯龙22082.6229.781.900-2.06地产建筑业01816中广核电力331091.8029.652.2200.45公用事业00553南京熊猫电子股份7133.2029.462.560-5.19资讯科技业01357美图公司131556.8129.372.620-0.76资讯科技业06127昭衍新药3478.5529.229.810-3.06医疗保健业00576浙江沪杭甬57310.7628.955.850-0.17工业00995安徽皖通高速公路14227.1128.858.1701.74工业02009金隅集团67090.6528.680.640-1.54地产建筑业01787山东黄金24636.9928.6711.6000.87原材料业01918融创中国240427.4528.621.2601.61地产建筑业00338上海石油化工股份98879.4028.481.1000.92原材料业02611国泰君安39513.4828.389.0001.47金融业01797东方甄选28631.6628.1621.500-3.15非必需性消费00548深圳高速公路股份20989.8028.076.380-0.47工业03908中金公司52882.4327.779.760-1.81金融业06099招商证券35404.3927.766.1701.65金融业02500启明医疗-B12207.7227.675.620医疗保健业03738阜博集团61416.7527.401.670-1.76资讯科技业03319雅生活服务38704.7027.253.1400.96地产建筑业06826昊海生物科技894.2827.1836.8001.94医疗保健业01618中国中冶77795.9027.091.5700.00地产建筑业00168青岛啤酒股份17538.9126.7746.1503.94必需性消费09966康宁杰瑞制药-B25736.0926.674.200-8.10医疗保健业02162康诺亚-B7422.9626.5233.300-0.60医疗保健业01398工商银行2296555.2926.453.8601.05金融业03369秦港股份21945.4026.441.4100.00工业00853微创医疗48275.1926.316.2401.79医疗保健业09696天齐锂业4294.4226.1537.450-4.10原材料业01548金斯瑞生物科技55374.5226.0714.000-3.05医疗保健业01302先健科技120002.0525.901.860-1.59医疗保健业06865福莱特玻璃11330.1925.1712.280-4.81工业06098碧桂园服务83654.5525.015.5600.36地产建筑业02866中远海发90362.9024.570.800-1.23工业01635大众公用13071.1024.491.1800.85公用事业00268金蝶国际88849.6224.468.590-2.94资讯科技业01798大唐新能源60981.3024.371.7701.14公用事业00489东风集团股份61308.1024.333.1200.00工业03800协鑫科技653175.9324.230.960-5.88工业01530三生制药58647.5424.035.880-0.51医疗保健业01339中国人民保险集团209667.1324.012.5100.40金融业00819天能动力26882.0323.866.0000.33工业01359中国信达322744.6423.770.7902.60金融业02601中国太保65759.2223.6815.1201.61金融业06806申万宏源59000.8023.551.3800.00金融业03323中国建材106599.6723.372.9501.37地产建筑业06030中信证券60490.9323.0816.0400.50金融业01988民生银行186076.8822.352.6701.14金融业01349复旦张江7276.5122.312.250-3.43医疗保健业01060阿里影业658246.0122.310.4150.00非必需性消费00390中国中铁93469.1022.213.7102.20地产建筑业02328中国财险153230.1722.209.710-0.10金融业06600赛生药业13846.1522.0811.6404.30医疗保健业01801信达生物35713.7022.0133.5500.60医疗保健业06821凯莱英604.7621.9465.200-1.14医疗保健业01766中国中车94841.2621.693.7402.47工业00119保利置业集团82749.8521.651.470-1.34地产建筑业02380中国电力267458.5421.612.990-0.99公用事业01919中远海控71610.2621.618.4400.48工业01288农业银行662736.5421.553.0701.66金融业03993洛阳钼业84488.3421.464.4701.13原材料业02607上海医药19664.5321.3911.4600.35医疗保健业01516融创服务64396.5421.061.6801.20地产建筑业01818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