2017年港股表现回顾

15th January, 2022

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前言

本文为港股市场投资报告系列第二篇文章,将回顾港股市场2017年的表现。旨在为想要了解和进入港股市场的投资者们提供更多的参考。

 

一、全球主要市场股指和恒生指数表现

2017年全球主要市场指数中,香港恒生指数领跑全球,纳斯达克指数位列第2名,涨幅第3的是道琼斯指数,韩国综合指数处于第4名。下图为2017年全球主要股指表现:

 

20180313171258

今年7月1日是香港回归20周年纪念日,今年上半年恒生指数飙升了近4000点,收涨17.11%,表现傲视全球,下半年继续走牛,截至2017年12月22日,香港恒生指数收报29367.06点,年内涨幅高达32.58%。下图为2017年香港恒生指数走势:

20180314173008

值得一提的是,港股在今年屡创10年来历史新高,不断逼近大时代高点。下表为截至11月底,10大最高恒生指数收市点位和对应日期依次序排列:
20180314173019

二、港股市盈率、股息率

恒指市盈率从2011年2月以来一直处于15以下,2016年9月随着深股通的开通,恒生指数迎来一波上涨,恒指市盈率也随之呈现逐步上升趋势,进入今年第三季度后,恒指市盈率突破15,截至12月22日,恒指市盈率为15.83。

而恒指的股息率在2016年初时创历史新高,2016年第一季度基本波动在4以上,最高达4.9,之后呈缓慢下降趋势。进入2017年后,恒指股息率从最初的3.75逐渐下降,最新为3.02。下图为2017年恒指对应市盈率和股息率走势:

20180314173030

三、港股通的资金盘点

自从2016年底深港通开通以来,南下资金加速涌入港股市场的迹象十分明显。截至12月22日,港股通累计资金净流入7200.30亿港元。其中沪市累计净流入6025.65亿元,深市累计净流入1174.65亿元。值得一提的是,沪港通累计净流入资金从2015年底开始呈现加速攀升趋势,短短两年半时间里,累计净流入金额已经增长了超过400%。下图为近一年通过港股通南下资金历史走势:

20180314173042

此外,南下资金今年偏好金融业与资讯科技业,从增量资金看,金融业、资讯科技业累计净买入金额最高,上半年就占南下资金累计净买入金额的50%和20%左右。

 

四、成分股及个股表现

今年以来A股市场上流行“漂亮50”的说法,港股市场的恒指成分股正好也是50只,覆盖港股主板上市股份总市值的60%左右。这50只股票上半年的表现也相当不错,可以称之为港股的“漂亮50”。这50只股票代表市值最大、成交最活跃的香港主板上市企业。

1, 恒生指数成分股年初至今涨幅最大的前10只股票

顺次 代码 股票名称 年初至今收益率(% 成分股占比 最新收盘价
1 0175 吉利汽车 248.8975 1.475 25.65
2 2007 碧桂园 217.332 1.067 13.4
3 2382 舜宇光学 194.8265 0.759 99.55
4 2318 中国平安 118.2192 4.620 82.9
5 0700 腾讯控股 114.4029 9.696 405.8
6 2018 瑞声科技 105.7657 1.117 142.5
7 0027 银河娱乐 85.5989 1.568 61.95
8 1088 中国神华 63.52494 0.723 19.9
9 2319 蒙牛乳业 58.32032 0.691 23.5
10 1044 恒安国际 55.29498 0.658 85.1

数据来源:彭博,截至2017年12月22日

2, 香港市场目前市值最大的10只股票

顺次 代码 股票 市值 (亿港元) 最新收盘价 年初至今收益率(%
1 0700 腾讯控股 38546 405.80 114.40
2 0939 建设银行 17775 7.05 24.23
3 0857 中国石油 16755 5.49 -2.59
4 0941 中国移动 15970 78.00 1.86
5 2318 中国平安 15720 82.90 118.22
6 3988 中国银行 12964 3.80 16.27
7 2628 中国人寿 9711 24.65 23.35
8 0386 中国石油化工股份 8330 5.76 10.42
9 1299 友邦保险 7722 63.95 48.50
10 1088 中国神华 5218 19.90 63.52

数据来源:彭博,截至2017年12月22日

3, 2017年第三季度,主板及创业板成交最活跃的前10只股票

  顺次 股份代码 股份 成交金额(百万港元) 占市场百分比
主板 1 0700 腾讯控股 414730.58 9.21
2 2318 中国平安 162298.23 3.60
3 0005 汇丰控股 126697.12 2.81
4 1398 工商银行 119913.43 2.66
5 0939 建设银行 118792.32 2.64
创业板 1 8207 中新控股 2381.97 6.95
2 8227 海天天线控股 1254.16 3.66
3 8217 联旺集团 941.83 2.75
4 8182 中国糖果 920.58 2.69
5 8469 盛业资本 903.93 2.64

 

数据来源:香港交易所,2017年第三季

 

关键词:股票,香港股市,港股,香港IPO,交易港股,新加坡交易港股,美股,中国A股,股市资讯, alibaba,阿里巴巴股票,阿里,美国上市,腾讯股票

来源:彭博,华尔街见闻,东方财富,新浪财经,辉立证券

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