杠杆与爆仓 162只港股获南向资金大比例持有
发布日期：2024-08-02 22:17 点击次数：137
南向资金对港股通标的股的整体持股比例为14.05%杠杆与爆仓，162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14日，港股通标的股中，南向资金合计持有3618.10亿股，占标的股总股本的比例达14.05%，合计持股市值28232.96亿港元，占标的股总市值的比例为10.55%。
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162只，持股比例在10%~20%的有138只，持股比例在5%~10%的有101只，1%~5%的有103只，持股比例低于1%的为49只。南向资金持股比例最高的是马可数字科技，最新持有5.39亿股，占港股已发行股份的比例为69.37%，其次是凯盛新能、中国电信，持股占比分别为65.93%、62.93%。
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101只，占比为62.35%；持有比例在10%~20%的个股中，AH股占比为21.01%。
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、金融业、工业等行业，分别有32只、27只、25只个股。（数据宝）
南向资金持有比例较高的港股
今日需要关注的数据有杠杆与爆仓，德国7月CPI年率终值、法国6月贸易帐、美国6月贸易帐、加拿大6月贸易帐和美国6月批发库存月率终值。
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01942马可数字科技53853.8069.371.1600.00非必需性消费01108凯盛新能16484.0065.934.6000.66工业00728中国电信873527.8962.934.300-1.15电讯业01138中远海能79173.7161.0810.000-1.96工业01065天津创业环保股份20007.0158.833.1601.61公用事业01071华电国际电力股份100823.3058.705.270-0.38公用事业03958东方证券59565.4557.983.2604.15金融业06049保利物业8643.0356.3632.8001.39地产建筑业01330绿色动力环保22311.6255.162.8401.79工业03759康龙化成16570.7754.949.450-5.03医疗保健业01468京基金融国际485580.0053.020.180-4.26综合企业03347泰格医药6401.0851.9830.650-5.55医疗保健业01375中州证券61940.0051.801.0600.00金融业02202万科企业110789.9450.215.3002.12地产建筑业02196复星医药27391.6649.6213.420-1.47医疗保健业06886HTSC85229.3449.578.9801.58金融业01186中国铁建102121.9449.185.3900.94地产建筑业03033南方恒生科技379411.2649.103.650-0.5400902华能国际电力股份228775.1748.675.6000.54公用事业00038第一拖拉机股份19019.6848.528.1601.62工业01799新特能源18160.2448.278.8801.83工业00874白云山10449.6447.5121.200-0.70医疗保健业01456国联证券20850.3047.093.2302.22金融业09995荣昌生物8781.6746.3127.4004.98医疗保健业00719山东新华制药股份9006.9146.185.4900.37医疗保健业01088中国神华154643.0045.7739.6000.00能源业03969中国通号89912.1545.663.240-2.70资讯科技业01812晨鸣纸业23716.1744.881.9003.83原材料业06196郑州银行90670.1444.870.7900.00金融业01776广发证券76210.4644.777.0101.59金融业00525广深铁路股份63763.7644.542.170-0.46非必需性消费00956新天绿色能源80992.0644.033.780-0.53公用事业00564郑煤机10602.4543.5812.0400.84非必需性消费02238广汽集团133849.7443.193.020-0.33非必需性消费03618重庆农村商业银行106275.3042.273.5301.73金融业06855亚盛医药-B12224.4842.1023.05011.08医疗保健业01336新华保险43436.1841.9915.8601.54金融业00489东风集团股份104265.3041.822.3400.86工业01877君实生物9128.2241.6211.740-3.45医疗保健业00588北京北辰实业股份29107.0041.160.7002.94地产建筑业01800中国交通建设181707.9441.114.850-0.82地产建筑业01171兖矿能源126448.8840.3318.120-0.33能源业02273固生堂9879.8540.3142.200-1.29医疗保健业01765希教国际控股328231.0239.890.203-4.25非必需性消费00811新华文轩17544.3039.689.9302.69非必需性消费00107四川成渝高速公路35102.4039.203.5302.92工业00895东江环保7824.2239.081.590-0.63工业01816中广核电力435134.7238.973.290-4.36公用事业02333长城汽车89527.8638.6011.2400.90非必需性消费02186绿叶制药144020.3538.282.900-0.68医疗保健业06837海通证券128761.0337.763.9905.56金融业00586海螺创业67603.4037.726.2101.64工业02208金风科技29047.2837.543.6401.11工业03678弘业期货9336.2037.381.2901.57金融业01952云顶新耀-B12159.0037.3820.2501.25医疗保健业01057浙江世宝8071.4037.222.130-0.47非必需性消费06185康希诺生物4913.5237.0221.950-3.09医疗保健业00576浙江沪杭甬72032.0336.395.1200.20工业00187京城机电股份3636.0036.352.200-0.45工业09989海普瑞7997.5536.333.4400.29医疗保健业00861神州控股60648.4936.233.4500.29资讯科技业09926康方生物31366.9136.2139.850-0.62医疗保健业00763中兴通讯27166.9635.9517.4201.04资讯科技业02727上海电气105036.9035.901.510-0.66工业01787山东黄金30535.2235.5315.940-0.62原材料业06881中国银河129879.9035.184.3003.37金融业01951锦欣生殖96829.0735.103.110-1.27医疗保健业01858春立医疗3333.0535.029.600-2.74医疗保健业06066中信建投证券43836.7034.756.2901.45金融业00995安徽皖通高速公路16713.9333.899.8105.48工业01357美图公司152941.0833.722.6103.98资讯科技业06127昭衍新药4013.8233.728.110-0.98医疗保健业00916龙源电力109598.1933.027.7600.00公用事业02601中国太保91236.1132.8619.9201.84金融业01798大唐新能源80850.7032.322.050-3.30公用事业03908中金公司61218.1132.159.3902.51金融业02009金隅集团74932.3532.030.6000.00地产建筑业01618中国中冶91326.6031.801.6801.82地产建筑业01530三生制药77042.1231.586.270-0.63医疗保健业01072东方电气10684.8931.4112.8000.63工业01385上海复旦8848.9531.1113.1601.86资讯科技业02611国泰君安43187.1831.028.1204.50金融业01610中粮家佳康142124.1631.011.8300.00必需性消费00189东岳集团53755.8031.018.940-1.32原材料业06826昊海生物科技906.2430.6131.4005.37医疗保健业03800协鑫科技821871.9730.521.360-0.73工业01528红星美凯龙22550.3930.411.4400.00地产建筑业06078海吉亚医疗18997.8630.0731.500-3.82医疗保健业00548深圳高速公路股份22438.4030.007.760-0.26工业03369秦港股份24884.5029.971.9201.59工业01349复旦张江9708.8129.771.8700.54医疗保健业00168青岛啤酒股份19386.2229.5953.9500.19必需性消费06821凯莱英810.7329.4252.400-0.66医疗保健业03738阜博集团66781.4529.381.240-1.59资讯科技业00338上海石油化工股份101673.0029.281.110-0.89原材料业00853微创医疗52768.2828.756.170-2.99医疗保健业06099招商证券36171.8728.376.5502.18金融业03319雅生活服务40250.0028.333.1002.99地产建筑业02162康诺亚-B7911.0928.2735.3001.29医疗保健业01398工商银行2451842.9728.244.3400.46金融业00177江苏宁沪高速公路34522.9828.248.370-1.06工业01359中国信达382049.4428.150.7400.00金融业01302先健科技130168.7428.101.570-0.63医疗保健业01288农业银行855654.4627.833.2100.00金融业02359药明康德10745.1927.7533.600-5.08医疗保健业09696天齐锂业4537.4627.6325.550-0.85原材料业01339中国人民保险集团240402.5427.542.6700.75金融业09966康宁杰瑞制药-B26293.2427.242.6800.37医疗保健业01797东方甄选27694.8326.8514.240-1.66资讯科技业03323中国建材122078.9126.772.880-1.03地产建筑业02400心动公司12803.2926.6320.4003.87资讯科技业03993洛阳钼业104524.8326.567.0702.32原材料业02607上海医药24365.7726.5011.8002.25医疗保健业06030中信证券69439.6226.4912.1801.00金融业02866中远海发96331.2026.201.0800.93工业06098碧桂园服务87426.4026.145.1802.57地产建筑业01766中国中车113703.0026.004.730-0.42工业02016浙商银行152404.2625.732.0700.98金融业00390中国中铁108229.9225.714.1600.00地产建筑业06865福莱特玻璃11531.6425.6213.9000.14工业01818招金矿业69351.1325.2813.020-2.54原材料业01548金斯瑞生物科技53393.1625.109.180-3.27医疗保健业01919中远海控80168.0325.0513.5202.89工业00884旭辉控股集团260113.9524.970.3755.63地产建筑业01635大众公用13284.1024.881.250-0.79公用事业00257光大环境150519.5224.503.680-0.27公用事业00553南京熊猫电子股份5918.0024.452.490-0.80资讯科技业01563友联国际教育租赁41051.4024.270.5200.00非必需性消费02269药明生物100362.8924.1611.740-4.40医疗保健业02328中国财险165993.5124.049.720-0.72金融业02099中国黄金国际9380.4523.6650.200-1.18原材料业06806申万宏源59107.6823.601.5203.40金融业01521方达控股47441.6123.291.000-2.91医疗保健业01060阿里影业677645.0122.970.4702.17非必需性消费01988民生银行190989.2722.942.9400.00金融业00819天能动力25747.8322.86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