> 数据图表如何解释红利配置：港股红利——相对A股同公司，股息率超额均值达2%2024-6-0红利配置：港股红利——相对A股同公司，股息率超额均值达2%对比A股同公司，H股性价比更显：国内高股息标的，H股股息率平均高出A股股息率2%，考虑险资股价变动不计入当期利润表，H股红利更显性价比。图表：选取AH均上市的30只标的，组成的AH高股息30A股代码企业介绍H股代码0939.HK1288.HK1398.HK3328.HK3988.HK0998.HK6818.HK1988.HK3618.HK3968.HK1658.HK1339.HK2601.HK2318.HK0941.HK0728.HK0386.HK0883.HK0857.HK1088.HK1171.HK0177.HK6198.HK1919.HK0902.HK0914.HK1186.HK0390.HK1157.HK3969.HK601939.SH601288.SH601398.SH601328.SH601988.SH601998.SH601818.SH600016.SH601077.SH600036.SH601658.SH601319.SH601601.SH601318.SH600941.SH601728.SH600028.SH600938.SH601857.SH601088.SH600188.SH600377.SH601298.SH601919.SH600011.SH600585.SH601186.SH601390.SH000157.SZ688009.SH 数据来源：Wind，财通证券研究所公司名称建设银行农业银行工商银行交通银行中国银行中信银行光大银行民生银行渝农商行招商银行邮储银行中国人保中国太保中国平安中国移动中国电信中国石化中国海油中国石油中国神华兖矿能源宁沪高速青岛港中远海控华能国际海螺水泥中国铁建中国中铁中联重科中国通号行业银行银行银行银行银行银行银行银行银行银行银行非银非银非银通信通信石化石化石化煤炭煤炭交运交运交运公用建材建筑建筑机械机械企业属性央企央企央企公众央企央企央企公众国企公众央企央企公众公众央企央企央企央企央企央企国企国企国企央企央企国企央企央企公众央企均值中位数A股5.5%5.5%5.6%5.2%5.3%5.3%5.6%5.8%5.8%5.9%5.4%3.0%3.6%5.8%4.3%4.0%5.6%3.6%4.4%5.1%6.4%3.8%3.1%4.6%2.2%3.9%4.1%3.2%4.1%2.9%4.6%4.9%股息率比较H股7.7%7.5%7.5%6.8%6.9%7.8%7.8%8.0%8.6%6.2%6.5%6.4%5.4%7.2%6.5%5.8%7.8%5.5%6.3%6.3%9.9%6.2%5.3%5.7%4.0%5.6%6.8%5.4%6.5%5.9%6.7%6.5%差值2.2%2.0%1.9%1.6%1.6%2.5%2.2%2.2%2.8%0.3%1.0%3.3%1.8%1.4%2.2%1.7%2.2%1.9%1.9%1.2%3.5%2.3%2.2%1.1%1.8%1.7%2.7%2.2%2.5%3.0%2.0%2.1%溢价AH溢价39%37%34%29%29%46%38%38%48%5%18%109%50%24%51%44%39%54%42%22%54%61%69%25%79%43%65%66%60%104%47.4%43.4%流动性换手率0.20 0.61 0.44 0.08 0.62 0.27 0.12 0.28 0.56 0.46 0.26 0.45 0.66 0.68 0.12 0.46 0.45 0.24 0.63 0.61 1.10 0.33 0.28 1.42 1.09 0.71 0.56 0.61 0.71 0.57 0.52 0.51今日-1.4%-2.3%-1.3%-2.1%-2.3%-1.0%-1.2%-1.3%0.0%-1.8%-1.8%-1.8%-1.4%-1.6%0.0%-0.9%-1.8%-3.2%-1.5%-1.9%-3.5%-0.5%-1.1%-3.4%-1.9%2.1%1.4%-0.2%-1.5%-1.6%-1.4%-1.5%涨跌幅近1周3.6%4.7%4.6%4.8%1.9%6.9%-1.2%1.0%5.8%4.6%2.3%1.5%6.3%0.8%-0.1%2.1%1.3%6.3%3.4%-0.1%-8.7%-0.6%8.2%7.3%-0.5%6.2%6.6%3.1%-3.6%0.0%2.6%2.7%近4周-2.4%-5.4%-3.8%-0.5%-2.8%0.6%-5.4%-4.2%3.8%-5.5%-2.2%-4.3%3.8%-10.0%4.7%2.3%-5.3%22.3%3.6%7.9%-13.5%1.7%14.0%15.2%11.7%-0.9%2.5%-2.1%-7.8%-2.1%0.5%-1.5%总市值A+H13217 14319 18435 4785 12320 3247 1717 1548 524 8420 4621 2032 2475 6985 14839 5080 7057 10209 17622 8493 1547 564 564 2460 1235 1205 1094 1502 638 560 总和南向整体南向净流入近1周17.6 1.5 9.9 2.8 26.7 1.1 0.2 -0.4 0.6 3.6 2.0 0.8 2.7 3.7 12.3 -0.3 5.2 18.9 4.3 3.8 0.1 0.2 0.0 1.8 1.7 1.2 0.2 0.8 0.2 0.2 123 168近4周38.6 11.9 27.4 9.6 88.0 3.2 1.3 0.7 2.0 10.4 8.4 2.7 8.7 3.4 95.7 1.9 15.9 60.4 26.8 32.9 15.3 0.8 0.0 6.6 1.3 4.5 0.8 1.9 1.3 0.9 483 97410财通证券综合其他
