> 数据图表如何了解红利配置：港股红利——相对A股同公司，股息率超额均值近3%2024-7-3红利配置：港股红利——相对A股同公司，股息率超额均值近3%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股股息率近3%，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。且南向流入看，港股红利占比较高。图表54：选取AH均上市的30只标的，组成的AH高股息30企业介绍股息率比较溢价AH溢价41%43%35%34%31%47%43%54%44%6%21%111%60%28%53%46%37%61%43%35%123%66%76%24%82%39%69%66%67%96%52.6%44.6%流动性换手率0.20 0.62 0.46 0.08 0.56 0.25 0.12 0.30 0.57 0.44 0.27 0.43 0.63 0.64 0.12 0.48 0.45 0.24 0.61 0.64 1.08 0.32 0.27 1.37 0.98 0.70 0.57 0.60 0.67 0.54 0.51 0.51涨跌幅近4周3.0%-0.6%3.8%4.3%3.8%5.3%-2.4%-0.3%9.1%0.7%2.7%-2.2%-2.2%-8.4%8.6%7.6%0.8%13.0%2.7%2.3%-17.2%2.1%8.2%6.2%11.6%-2.7%3.9%0.9%-12.3%7.3%2.0%2.7%近1周-0.3%-2.9%1.3%-1.9%-1.0%-0.6%-2.0%-2.3%4.4%-0.7%1.1%-2.2%-9.7%-5.3%3.6%3.3%2.4%-4.7%1.3%-4.8%-6.6%-1.4%-2.8%-6.4%2.5%1.0%-0.7%0.2%-8.2%5.3%-1.3%-0.9%总市值A+H13371 14856 19043 4891 12676 3265 1752 1549 532 8538 4851 2042 2390 6858 15395 5361 7279 10100 18232 8425 1458 574 575 2376 1306 1164 1091 1505 618 578 总和南向整体南向净流入近1周22.5 -0.8 15.5 1.6 12.2 1.0 0.4 -0.1 0.4 5.3 3.1 0.1 1.5 0.4 5.3 -0.2 5.9 4.0 4.4 3.2 -1.2 0.4 0.1 1.2 0.5 2.5 -0.3 0.5 0.0 0.3 90 86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 89844A股代码601939.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.SHH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.HK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5.4%5.3%5.4%5.0%5.1%5.3%5.5%5.7%5.7%5.8%5.1%3.0%3.7%5.9%4.1%3.8%5.5%3.5%4.3%5.1%6.6%3.7%3.1%4.8%2.1%4.1%4.1%3.2%4.2%2.8%4.6%4.9%H股7.6%7.6%7.3%6.7%6.8%7.8%7.8%8.8%8.3%6.1%23.9%6.4%5.9%7.5%6.3%5.5%7.5%5.6%6.1%6.9%14.7%6.2%5.4%5.9%3.8%5.7%6.9%5.4%7.0%5.6%7.4%6.7%差值2.2%2.3%1.9%1.7%1.7%2.5%2.3%3.1%2.5%0.3%18.8%3.4%2.2%1.6%2.2%1.7%2.0%2.1%1.8%1.8%8.1%2.5%2.3%1.1%1.7%1.6%2.8%2.2%2.8%2.7%2.9%2.2%数据来源：Wind，财通证券研究所；截止2024/6/30。财通证券综合其他
