股票如何开杠杆 167只港股获南向资金大比例持有

分析人士认为，阶段性减免MLF质押品，有利于平衡债券市场供求。今年以来股票如何开杠杆，受长期债券供给偏慢、金融脱媒等因素影响，长债收益率持续较快下行，创20年来新低，累积债市反转风险。

　　南向资金对港股通标的股的整体持股比例为14.73%，167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8月12日，港股通标的股中，南向资金合计持有3750.55亿股，占标的股总股本的比例达14.73%，合计持股市值27433.61亿港元，占标的股总市值的比例为11.00%。

　　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167只，持股比例在10%~20%的有145只，持股比例在5%~10%的有94只，1%~5%的有105只，持股比例低于1%的为47只。南向资金持股比例最高的是京基金融国际，最新持有63.92亿股，占港股已发行股份的比例为69.81%，其次是马可数字科技、凯盛新能，持股占比分别为66.46%、66.32%。

　　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102只，占比为61.08%；持有比例在10%~20%的个股中，AH股占比为21.38%。

　　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34只、28只、26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01468京基金融国际639214.0069.810.066-5.71综合企业01942马可数字科技51593.6066.460.880-2.22非必需性消费01108凯盛新能16583.8066.324.140-0.96工业00728中国电信875875.6563.114.200-0.71电讯业03958东方证券61758.0160.123.210-0.62金融业01138中远海能77003.9259.418.7902.45工业01065天津创业环保股份20144.0159.243.0901.31公用事业01071华电国际电力股份100005.3458.234.010-0.99公用事业03759康龙化成17093.2156.679.480-0.11医疗保健业01330绿色动力环保22911.4256.652.7900.36工业06049保利物业8535.0755.6527.5500.36地产建筑业03347泰格医药6740.3454.7433.1000.00医疗保健业02196复星医药28970.6652.4713.5002.27医疗保健业01375中州证券62371.1052.171.050-1.87金融业02202万科企业113647.4851.504.120-3.29地产建筑业00902华能国际电力股份240250.0751.104.6200.22公用事业06886HTSC86051.8850.058.560-0.93金融业01186中国铁建101669.8948.954.9000.00地产建筑业01799新特能源18165.4448.287.5401.62工业01456国联证券20995.7547.422.870-1.37金融业00038第一拖拉机股份18585.2747.417.1902.57工业00525广深铁路股份67750.3847.322.210-1.34非必需性消费00874白云山10405.6447.3120.1501.97医疗保健业00719山东新华制药股份9205.7147.205.7107.53医疗保健业03969中国通号92787.2147.123.190-2.74资讯科技业00489东风集团股份117337.7047.082.070-3.27工业03033南方恒生科技389831.4446.863.374-0.3506196郑州银行93693.5546.360.7500.00金融业01812晨鸣纸业24142.1245.681.710-1.16原材料业00956新天绿色能源83207.7645.243.2200.31公用事业02238广汽集团139523.7645.022.670-1.48非必需性消费01088中国神华151747.2744.9232.3001.57能源业01776广发证券75905.5244.606.400-2.14金融业03618重庆农村商业银行108857.1943.303.7800.00金融业01336新华保险44162.6242.6914.7800.54金融业00564郑煤机10296.1942.328.310-0.36非必需性消费01816中广核电力469427.1942.043.220-2.13公用事业00916龙源电力138871.7241.847.030-0.28公用事业01877君实生物9129.1641.6211.8401.54医疗保健业00811新华文轩18246.4041.279.7403.51非必需性消费00586海螺创业73743.3041.146.5900.46工业00588北京北辰实业股份29031.0041.050.630-3.08地产建筑业00107四川成渝高速公路36601.1940.873.1300.97工业01171兖矿能源165200.4540.5210.0401.62能源业01765希教国际控股333104.0240.490.201-0.50非必需性消费03678弘业期货10048.7040.241.300-2.99金融业01800中国交通建设176952.6440.044.7701.06地产建筑业00576浙江沪杭甬78957.8639.895.2601.15工业00895东江环保7875.7839.341.83021.19工业02273固生堂9643.1039.3435.2001.59医疗保健业06837海通证券133592.5139.173.480-0.29金融业06855亚盛医药-B12278.3139.0029.3002.45医疗保健业02208金风科技30151.3138.964.1002.24工业06821凯莱英1062.6738.5645.200-0.11医疗保健业09989海普瑞8478.6038.523.5101.15医疗保健业09995荣昌生物7266.5438.3214.3801.27医疗保健业02186绿叶制药142947.0537.992.910-1.02医疗保健业00995安徽皖通高速公路18686.3137.909.7701.24工业01057浙江世宝8196.6037.802.070-0.48非必需性消费01952云顶新耀-B12281.7037.7519.760-0.40医疗保健业00187京城机电股份3761.6037.612.0403.55工业00763中兴通讯28346.6237.5116.320-0.49资讯科技业06881中国银河137448.9037.233.940-1.99金融业01798大唐新能源92718.5237.062.0503.02公用事业00861神州控股61591.5436.793.090-0.96资讯科技业09926康方生物31852.1836.7844.3001.14医疗保健业06185康希诺生物4835.6636.4419.8404.42医疗保健业02333长城汽车84208.7636.3110.1200.20非必需性消费01787山东黄金31182.5436.2915.8801.28原材料业02727上海电气105943.3036.221.510-0.66工业06066中信建投证券45305.3035.925.300-1.30金融业06127昭衍新药4165.0835.007.6000.00医疗保健业01951锦欣生殖96224.3234.882.600-0.38医疗保健业01858春立医疗3240.0034.058.2801.35医疗保健业02601中国太保93958.1633.8418.7801.84金融业01357美图公司152916.1833.712.230-3.46资讯科技业03908中金公司63968.8333.608.130-1.45金融业03369秦港股份27743.7033.422.0300.00工业02009金隅集团76905.4532.870.5801.75地产建筑业01618中国中冶93543.0032.571.4600.00地产建筑业00168青岛啤酒股份21273.7032.4749.250-2.09必需性消费01918融创中国278881.8532.331.030-3.74地产建筑业01349复旦张江10533.0132.301.8801.08医疗保健业03800协鑫科技856698.9731.811.1400.00工业00177江苏宁沪高速公路38872.7831.807.8601.81工业01530三生制药76746.3231.756.2300.48医疗保健业02611国泰君安44007.8631.618.120-0.73金融业00338上海石油化工股份104735.8031.291.0600.00原材料业01610中粮家佳康143286.1131.261.5700.00必需性消费00548深圳高速公路股份23365.5231.257.790-0.26工业01635大众公用16538.2030.981.4700.00公用事业01528红星美凯龙22810.5330.761.250-0.79地产建筑业01398工商银行2665112.4930.694.4802.05金融业01359中国信达413007.1430.430.6200.00金融业01385上海复旦8636.2830.3611.0600.36资讯科技业00853微创医疗55408.2830.195.220-0.38医疗保健业00189东岳集团51913.9229.956.2600.00原材料业03319雅生活服务42135.0329.662.600-2.62地产建筑业03738阜博集团67234.2529.571.160-1.69资讯科技业01072东方电气9932.7029.2010.4804.17工业01766中国中车127362.3129.124.800-1.44工业06826昊海生物科技1205.8329.0929.150-0.51医疗保健业01302先健科技134513.0629.041.590-0.63医疗保健业01288农业银行890084.9528.953.5101.45金融业01339中国人民保险集团250965.6328.752.6100.38金融业06099招商证券36527.5928.656.030-0.99金融业06030中信证券74658.1928.4911.360-1.05金融业02607上海医药26188.8528.4811.7601.38医疗保健业06098碧桂园服务94198.1128.174.690-1.47地产建筑业02269药明生物116991.6628.1511.7803.70医疗保健业01797东方甄选28941.6528.0611.140-3.63资讯科技业03323中国建材127725.1128.012.470-1.20地产建筑业02359药明康德10772.0927.8235.1501.44医疗保健业06078海吉亚医疗17419.9827.5821.250-3.19医疗保健业03993洛阳钼业108107.3027.476.1401.82原材料业02162康诺亚-B7653.7227.3533.600-0.15医疗保健业09696天齐锂业4392.3626.7520.650-0.96原材料业02328中国财险182942.6526.519.9601.12金融业09966康宁杰瑞制药-B25497.3626.412.4405.17医疗保健业02016浙商银行156229.6426.382.1000.48金融业01919中远海控84147.2626.2810.6001.92工业00553南京熊猫电子股份6279.4025.942.300-1.29资讯科技业02866中远海发95186.2025.890.9201.10工业00386中国石油化工股份629456.2625.854.9600.61能源业00390中国中铁108761.9225.843.6200.00地产建筑业00257光大环境158160.5725.743.7202.20公用事业01818招金矿业69381.3725.3013.1200.77原材料业06865福莱特玻璃11180.2125.3011.680-3.63工业00268金蝶国际89485.2024.945.7901.76资讯科技业00884旭辉控股集团259242.5524.890.265-3.64地产建筑业02400心动公司11846.7824.6421.000-10.45资讯科技业00696中国民航信息网络22987.5224.648.500-1.16资讯科技业02883中海油田服务44410.7324.516.7900.30能源业00819天能动力27194.4324.145.140-0.19工业01563友联国际教育租赁40615.1024.010.4350.00非必需性消费02099中国黄金国际9488.1123.9342.1000.96原材料业06806申万宏源59867.1223.901.4400.00金融业00694北京首都机场股份44656.9823.752.4800.00非必需性消费01548金斯瑞生物科技50370.3523.6512.900-3.30医疗保健业01060阿里影业699875.0123.540.375-1.32非必需性消费01988民生银行195290.2723.462.7100.37金融业00354中国软件国际64474.2823.283.490-0.57资讯科技业01521方达控股46901.4123.030.7604.11医疗保健业01898中煤能源94130.9622.918.3002.60能源业01119创梦天地38479.8122.762.220-2.20资讯科技业00998中信银行337905.8122.694.6000.88金融业00119保利置业集团86350.6022.591.440-2.70地产建筑业03988中国银行1887200.6822.563.4001.19金融业02013微盟集团69209.3022.481.180-1.67非必需性消费01516融创服务68379.1822.361.730-1.14地产建筑业00136中国儒意278969.8422.302.1001.45非必需性消费01053重庆钢铁股份11990.0022.270.5900.00原材料业02899紫金矿业133191.9722.2315.3000.66原材料业02171科济药业-B12618.2022.073.930-0.25医疗保健业00520呷哺呷哺23762.4521.861.040-1.89非必需性消费06198青岛港23306.5821.205.8900.51工业01030新城发展148246.3120.971.450-3.33地产建筑业02380中国电力259582.7520.973.6100.00公用事业09996沛嘉医疗-B14232.0220.942.4702.49医疗保健业01801信达生物33774.6120.7242.0000.84医疗保健业02666环球医疗39149.6520.694.3700.00金融业00981中芯国际164359.2020.6416.540-0.24资讯科技业00336华宝国际66074.7120.442.210-2.64必需性消费01176珠光控股147117.0020.350.144-3.36地产建筑业03898时代电气11030.9620.3229.5001.37工业00883中国海洋石油955406.5920.0819.740-0.80能源业02233西部水泥109539.0020.071.0800.93地产建筑业02331李宁51671.6919.9914.060-1.13非必需性消费00020商汤-W691954.9219.681.100-0.90资讯科技业00836华润电力94038.0719.5421.9500.23公用事业01157中联重科30914.5419.534.3400.23工业06616环球新材国际23841.6019.233.850-2.28原材料业09922九毛九27164.4419.202.570-4.10非必需性消费01772赣锋锂业7699.3919.0717.240-2.93原材料业06869长飞光纤光缆6705.4519.068.1100.12资讯科技业02257圣诺医药-B1665.4519.003.930-3.68医疗保健业01880中国中免2183.9518.7652.000-4.41非必需性消费03088华夏恒生科技6579.7418.544.352-0.3202121创新奇智10448.0918.483.5001.74资讯科技业00165中国光大控股30984.2418.383.8200.00金融业00857中国石油股份387773.7418.376.6700.00能源业02880辽港股份94817.0118.370.6100.00工业00914海螺水泥23692.1218.2218.3200.11地产建筑业03377远洋集团138703.1118.200.325-4.41地产建筑业00013和黄医药15868.6918.2031.7501.93医疗保健业02669中海物业58407.7217.774.840-3.20地产建筑业01099国药控股23737.8917.6820.2001.10医疗保健业01513丽珠医药5428.2617.6725.0000.40医疗保健业00817中国金茂238303.3617.640.590-3.28地产建筑业02600中国铝业69509.6317.614.3301.17原材料业03613同仁堂国药14551.5317.378.830-0.79医疗保健业06178光大证券12141.0817.245.090-0.59金融业03900绿城中国43384.8017.126.090-1.93地产建筑业00152深圳国际41102.0417.056.5700.46工业01052越秀交通基建28268.2016.883.430-1.15工业01055中国南方航空股份78288.5416.852.860-1.38非必需性消费01368特步国际44303.2016.744.8300.00非必需性消费01415高伟电子14360.4016.7221.000-1.18工业00317中船防务9878.7916.6714.8401.37工业01833平安好医生18378.0216.4211.460-0.17医疗保健业09955智云健康9626.3216.391.820-1.09医疗保健业06680金力永磁3266.2316.265.5201.66原材料业01958北京汽车40745.0516.161.990-1.97非必需性消费00788中国铁塔751732.0716.090.9501.06电讯业02367巨子生物16512.2116.0541.650-2.34医疗保健业01448福寿园37030.0015.954.8100.21非必需性消费01658邮储银行316418.3015.934.1500.48金融业00753中国国航78659.3915.863.460-1.98非必需性消费01458周黑鸭36904.8415.851.630-1.21必需性消费06100同道猎聘8109.2215.752.000-2.91非必需性消费01789爱康医疗17497.3415.584.4404.23医疗保健业00991大唐发电94445.6115.451.5300.66公用事业00772阅文集团15792.2015.4325.350-1.17非必需性消费09626哔哩哔哩-W6490.5515.40105.600-6.88资讯科技业01999敏华控股59614.4515.374.640-0.64非必需性消费09868小鹏汽车-W29083.9315.3526.550-4.15非必需性消费01811中广核新能源65506.4015.262.2301.83公用事业01347华虹半导体26131.7115.2117.980-0.55资讯科技业01515华润医疗19628.9215.123.150-1.87医疗保健业00598中国外运30292.0214.853.4900.58工业03606福耀玻璃8910.7614.6742.750-0.47非必需性消费03888金山软件19536.5614.5820.550-0.48资讯科技业03383雅居乐集团72910.0014.440.465-3.13地产建筑业00921海信家电6630.9714.4222.9500.22非必需性消费01810小米集团-W359926.5914.3616.4600.37资讯科技业02039中集集团44139.9014.285.6300.54工业00302中手游40605.6214.230.750-3.85资讯科技业00256冠城钟表珠宝61207.8014.050.9801.03非必需性消费00826天工国际38322.6114.041.6101.26原材料业00384中国燃气76204.6014.017.1600.28公用事业00081中国海外宏洋集团49760.4013.971.600-0.62地产建筑业01238宝龙地产57669.0113.910.570-1.72地产建筑业06699时代天使2356.6613.8655.400-0.81医疗保健业00667中国东方教育30186.1813.852.490-3.11非必需性消费00806惠理集团25258.9013.821.4900.68金融业00410SOHO中国71799.3613.800.6800.00地产建筑业01579颐海国际14294.3013.7811.500-1.71必需性消费06818中国光大银行172263.8913.582.3600.00金融业00839中教控股36782.8813.554.250-3.19非必需性消费00425敏实集团15493.7413.3210.3601.37非必需性消费02005石四药集团39396.8713.263.8700.78医疗保健业00909明源云25986.2713.261.640-1.20资讯科技业00392北京控股16470.8213.0826.750-0.19公用事业00558力劲科技17854.8213.072.820-1.05工业02357中航科工81101.9813.043.7201.36工业00123越秀地产52540.4513.044.450-2.41地产建筑业01378中国宏桥123519.6213.039.9201.33原材料业09969诺诚健华22995.3913.024.6201.76医疗保健业02416易点云7508.3512.901.270-6.62资讯科技业03690美团-W80171.3112.88104.000-2.07资讯科技业03396联想控股16207.7312.735.540-1.60资讯科技业01258中国有色矿业49646.4212.715.190-1.70原材料业09992泡泡玛特16921.9812.5939.8000.25非必需性消费01896猫眼娱乐14471.3112.517.100-2.34非必需性消费01668华南城143192.1512.510.172-8.02地产建筑业02869绿城服务39542.8012.493.220-3.01地产建筑业00552中国通信服务29868.8112.483.880-2.27资讯科技业01093石药集团147931.0612.475.9301.02医疗保健业01033中石化油服67107.1712.390.5100.00能源业02382舜宇光学科技13559.6112.3843.2501.29工业00095绿景中国地产63092.0012.370.510-3.77地产建筑业01910新秀丽18093.6812.3721.8501.16非必需性消费02511君圣泰医药-B6363.5012.351.430-7.14医疗保健业02096先声药业31280.9812.285.6004.28医疗保健业00941中国移动262645.1712.2470.900-0.56电讯业01244思路迪医药股份3090.3011.964.010-0.25医疗保健业01585雅迪控股36471.0711.9010.3200.39非必需性消费00762中国联通361812.2411.815.970-5.84电讯业00966中国太平42428.8611.797.8600.77金融业03933联邦制药21339.9711.748.7402.10医疗保健业02319蒙牛乳业46164.9211.7313.240-2.79必需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