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- 佳葭佳葭
  ·07-10
  卩
  55家公司港股通新贵即将喜迎北水流入入通门槛或已抬升至102.67亿港元
  核心规则：市值门槛动态调整截至2026年6月30日，港股通实际纳入门槛已升至102.67亿，剔除门槛达66.89亿。这一指标直接决定了个股在指数中的权重与港股通资格。对于不同上市时长的公司，要求有所不同：对于上市公司而言，维持日均万五左右的换手率是保住港股通资格的关键。数据截止日为每年的6月30日和12月31日，这也是上市公司"冲关"港股通的关键时间窗口。
  55家公司港股通新贵即将喜迎北水流入入通门槛或已抬升至102.67亿港元
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- 佳葭佳葭
  ·2025-05-06
  $沪上阿姨(02589)$ 大涨
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卩&nbsp;","listText":"&nbsp; 卩&nbsp;","text":"卩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/584132741247840","repostId":"2647453054","repostType":2,"repost":{"id":"2647453054","kind":"highlight","pubTimestamp":1782871774,"share":"https://www.laohu8.com/m/news/2647453054?lang=zh_CN&edition=full","pubTime":"2026-07-01 10:09","market":"hk","language":"zh","title":"55家公司港股通新贵即将喜迎北水流入 入通门槛或已抬升至102.67亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2647453054","media":"智通财经","summary":"核心规则：市值门槛动态调整截至2026年6月30日，港股通实际纳入门槛已升至102.67亿，剔除门槛达66.89亿。这一指标直接决定了个股在指数中的权重与港股通资格。对于不同上市时长的公司，要求有所不同：对于上市公司而言，维持日均万五左右的换手率是保住港股通资格的关键。数据截止日为每年的6月30日和12月31日，这也是上市公司\"冲关\"港股通的关键时间窗口。","content":"<html><head></head><body><p style=\"text-align: left;\">随着2026年上半年结束，备受投资者关注的恒指季检和港股通调整，也成为市场关注的话题。根据最新市场数据，港股市场结构正在发生变化，南向资金作为市场重要力量，其配置方向对个股流动性和估值有着显著影响。</p><p style=\"text-align: left;\">当前港股通纳入门槛可能已升至约102.67亿，剔除门槛达约66.89亿(港元，下同)</p><p style=\"text-align: left;\">55家公司符合纳入标准，14家公司面临剔除风险</p><p style=\"text-align: left;\">市值与流动性是决定纳入/剔除的核心指标</p><p style=\"text-align: left;\">6月与12月是上市公司“冲关“港股通的关键窗口期</p><h2 style=\"text-align: left;\">一、港股通最新调整名单：谁将入围，谁将出局?</h2><p style=\"text-align: left;\"><strong>1.1 即将纳入港股通的55家公司，接近纳入的20家公司</strong></p><p style=\"text-align: left;\">根据最新数据统计，共有55家公司符合恒生综合指数和港股通纳入标准，涵盖芯片、机器人、医药等多个领域。平均市值达193.22亿，中位数为123.4亿，整体质地优良。其中：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb3536cc2a112ce56dce2ade42f223f8\" data-align=\"center\" tg-width=\"648\" tg-height=\"260\"/><span></span></p><table><colgroup><col style=\"min-width: 25px;\"/><col style=\"min-width: 25px;\"/><col style=\"min-width: 25px;\"/></colgroup><tbody><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">股票代码</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">股票名称</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">日均市值</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">01081</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">大金重工</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">64.00亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">03661</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">圣邦股份</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">65.49亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">09630</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">芯碁微装</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">67.02亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">01021</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">华沿机器人</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">103.98亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">09637</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">礼邦医药-B</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">104.39亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">02616</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">基石药业-B</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">104.54亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">01609</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">天星医疗</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">105.24亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">01779</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">天辰生物-B</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">105.36亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">07630</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">英派药业-B</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">105.41亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">06938</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">瑞博生物-B</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">105.66亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">02632</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">泽景股份</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">105.35亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">01511</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">驭势科技</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">106.82亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">02142</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">和铂医药-B</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">107.65亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">01133</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">哈尔滨电气</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">107.97亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">02335</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">麦科医药-B</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">106.96亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">03388</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">创想三维</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">109.23亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">06636</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">极视角</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">109.15亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">02672</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">白鸽在线</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">111.71亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">02553</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">首钢朗泽</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">110.60亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">06658</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">溜溜梅</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">113.67亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">02272</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">科拓股份</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">114.81亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">01866</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">中国心连心化肥</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">115.08亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">06106</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">仙工智能</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">116.40亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">01286</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">鹰普精密</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">117.51亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">02670</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">云迹</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">117.85亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">06872</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">丹诺医药-B</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">121.42亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">00863</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">OSL集团</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">122.45亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">07688</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">拓璞数控</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">123.40亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">03625</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">傅里叶</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">127.44亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">00600</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">爱芯元智</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">128.21亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">02726</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">瀚天天成</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">131.63亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">06675</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">SENASIC</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">133.26亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">01440</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">应星控股</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">133.26亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">01672</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">歌礼制药-B</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">133.87亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">00340</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">潼关黄金</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">133.93亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">01236</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">乐动机器人</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">134.05亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">00376</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">云锋金融</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">135.30亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">03887</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">HASHKEY HLDGS</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">139.33亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">01651</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">津上机床中国</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">140.67亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">02729</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">凯乐士科技</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">141.12亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">03310</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">云英谷科技</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">148.07亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">01191</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">海光芯正</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">159.74亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">01392</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">海清智元</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">154.62亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">02696</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">复宏汉霖</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">161.64亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">07666</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">剂泰科技-P</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">169.82亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">03355</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">飞速创新</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">170.40亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">01956</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">中科闻歌</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">166.90亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">03277</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">长光辰芯</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">269.16亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">02526</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">德适-B</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">270.63亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">02723</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">深演智能</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">291.98亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">00412</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">山高控股</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">325.05亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">00068</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">MANYCORE TECH</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">347.32亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">01879</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">曦智科技-P</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">485.05亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">06656</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">思格新能源</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">677.66亿</p></td></tr><tr><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">00100</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">MINIMAX-W</p></td><td colspan=\"1\" rowspan=\"1\"><p style=\"text-align: left;\">2248.00亿</p></td></tr></tbody></table><p style=\"text-align: left;\"><strong>1.2 面临剔除风险的14家公司</strong></p><p style=\"text-align: left;\">与纳入名单形成对比的是，14家现有港股通公司因市值不达标面临剔除风险。这些公司平均市值仅53.92亿，全部低于66.89亿的剔除门槛，其中不乏曾经的明星标的。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb7d87fbb40e27c4acec3438a419b347\" data-align=\"center\" tg-width=\"486\" tg-height=\"85\"/><span></span></p><h2 style=\"text-align: left;\">二、港股通纳入/剔除规则</h2><p style=\"text-align: left;\">港股通标的调整并非简单的“市值达标游戏“，而是一套综合考量市值、流动性与市场结构的复杂体系。理解这些规则，不仅能帮助投资者预判标的调整，更能发现潜在的规则套利机会。</p><p style=\"text-align: left;\"><strong>核心规则：市值门槛动态调整</strong></p><p style=\"text-align: left;\">截至2026年6月30日，港股通实际纳入门槛已升至102.67亿，剔除门槛达66.89亿。这一数值并非固定，而是根据恒生综合指数成分股的市值分布动态调整。</p><p style=\"text-align: left;\">市值计算采用过去12个月日均市值，而非单日市值，避免了短期股价波动的干扰。对于新上市公司，则有特殊的时间分段规则。</p><p style=\"text-align: left;\"><strong>2.1 市值覆盖率：决定纳入的关键指标</strong></p><p style=\"text-align: left;\">恒生综合指数的市值覆盖率计算以过去12个月日均市值为基础，对所有候选股按日均市值由大到小排序，计算累计市值占全市场总市值的比例。这一指标直接决定了个股在指数中的权重与港股通资格。</p><p style=\"text-align: left;\"><strong>市值覆盖率计算逻辑：</strong></p><p style=\"text-align: left;\">将所有候选股票按日均市值从高到低排序 → 计算累计市值 → 累计市值占全市场总市值的比例即为市值覆盖率</p><p style=\"text-align: left;\"><strong>2.2 流动性要求：被忽视的“隐形门槛”</strong></p><p style=\"text-align: left;\">除市值外，流动性是另一项核心考核指标，具体通过“成交量流通比率“衡量。对于不同上市时长的公司，要求有所不同：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c2f419e108ce5ac65ddd05fc9ef691a1\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span></span></p><p style=\"text-align: left;\">对于上市公司而言，维持日均万五左右的换手率是保住港股通资格的关键。特别是当市值接近门槛时，流动性达标与否将成为“生死线”。</p><p style=\"text-align: left;\"><strong>2.3 调整频率与快速纳入机制</strong></p><p style=\"text-align: left;\">港股通标的调整采用一年四次的定期调整机制，分为两次大规模调整(3月和9月)和两次小调整(6月和12月)。数据截止日为每年的6月30日和12月31日，这也是上市公司“冲关”港股通的关键时间窗口。</p><p style=\"text-align: left;\">对于新股，港股通设有快速纳入机制，分为两类：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/540d157d69c61768f78bc38702179441\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span></span></p><p style=\"text-align: left;\">重要例外：A+H股不适用快速纳入机制，其H股在价格稳定期结束且对应A股上市满10个交易日后，可自动纳入港股通。</p><p style=\"text-align: left;\"></p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n55家公司港股通新贵即将喜迎北水流入 入通门槛或已抬升至102.67亿港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-01 10:09 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1461288.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着2026年上半年结束，备受投资者关注的恒指季检和港股通调整，也成为市场关注的话题。根据最新市场数据，港股市场结构正在发生变化，南向资金作为市场重要力量，其配置方向对个股流动性和估值有着显著影响。当前港股通纳入门槛可能已升至约102.67亿，剔除门槛达约66.89亿(港元，下同)55家公司符合纳入标准，14家公司面临剔除风险市值与流动性是决定纳入/剔除的核心指标6月与12月是上市公司“冲关“港股...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1461288.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0cf777090175126e4590c3b8afdfe41e","relate_stocks":{"03661":"圣邦股份","06658":"溜溜梅","02553":"首钢朗泽","02670":"云迹","02335":"麦科医药-B","01866":"中国心连心化肥","03388":"创想三维","02272":"科拓股份","01609":"天星医疗","02526":"德适-B","00600":"爱芯元智","00068":"群核科技","02142":"和铂医药-B","02672":"白鸽在线","06636":"极视角","07630":"英派药业-B","01956":"中科闻歌","00412":"山高控股","02723":"深演智能","01440":"应星控股","00340":"潼关黄金","02616":"基石药业-B","01672":"歌礼制药-B","01286":"鹰普精密","02726":"瀚天天成","00863":"OSL集团","01879":"曦智科技-P","BK4588":"碎股","03310":"云英谷科技","07666":"剂泰科技-P","03277":"长光辰芯","01651":"津上机床中国","09630":"芯碁微装","06106":"仙工智能","01021":"华沿机器人","01081":"大金重工","01392":"海清智元","01779":"天辰生物-B","07688":"拓璞数控","02632":"泽景股份","06872":"丹诺医药-B","02729":"凯乐士科技","03887":"HASHKEY 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即将纳入港股通的55家公司，接近纳入的20家公司根据最新数据统计，共有55家公司符合恒生综合指数和港股通纳入标准，涵盖芯片、机器人、医药等多个领域。平均市值达193.22亿，中位数为123.4亿，整体质地优良。其中：股票代码股票名称日均市值01081大金重工64.00亿03661圣邦股份65.49亿09630芯碁微装67.02亿01021华沿机器人103.98亿09637礼邦医药-B104.39亿02616基石药业-B104.54亿01609天星医疗105.24亿01779天辰生物-B105.36亿07630英派药业-B105.41亿06938瑞博生物-B105.66亿02632泽景股份105.35亿01511驭势科技106.82亿02142和铂医药-B107.65亿01133哈尔滨电气107.97亿02335麦科医药-B106.96亿03388创想三维109.23亿06636极视角109.15亿02672白鸽在线111.71亿02553首钢朗泽110.60亿06658溜溜梅113.67亿02272科拓股份114.81亿01866中国心连心化肥115.08亿06106仙工智能116.40亿01286鹰普精密117.51亿02670云迹117.85亿06872丹诺医药-B121.42亿00863OSL集团122.45亿07688拓璞数控123.40亿03625傅里叶127.44亿00600爱芯元智128.21亿02726瀚天天成131.63亿06675SENASIC133.26亿01440应星控股133.26亿01672歌礼制药-B133.87亿00340潼关黄金133.93亿01236乐动机器人134.05亿00376云锋金融135.30亿03887HASHKEY HLDGS139.33亿01651津上机床中国140.67亿02729凯乐士科技141.12亿03310云英谷科技148.07亿01191海光芯正159.74亿01392海清智元154.62亿02696复宏汉霖161.64亿07666剂泰科技-P169.82亿03355飞速创新170.40亿01956中科闻歌166.90亿03277长光辰芯269.16亿02526德适-B270.63亿02723深演智能291.98亿00412山高控股325.05亿00068MANYCORE TECH347.32亿01879曦智科技-P485.05亿06656思格新能源677.66亿00100MINIMAX-W2248.00亿1.2 面临剔除风险的14家公司与纳入名单形成对比的是，14家现有港股通公司因市值不达标面临剔除风险。这些公司平均市值仅53.92亿，全部低于66.89亿的剔除门槛，其中不乏曾经的明星标的。二、港股通纳入/剔除规则港股通标的调整并非简单的“市值达标游戏“，而是一套综合考量市值、流动性与市场结构的复杂体系。理解这些规则，不仅能帮助投资者预判标的调整，更能发现潜在的规则套利机会。核心规则：市值门槛动态调整截至2026年6月30日，港股通实际纳入门槛已升至102.67亿，剔除门槛达66.89亿。这一数值并非固定，而是根据恒生综合指数成分股的市值分布动态调整。市值计算采用过去12个月日均市值，而非单日市值，避免了短期股价波动的干扰。对于新上市公司，则有特殊的时间分段规则。2.1 市值覆盖率：决定纳入的关键指标恒生综合指数的市值覆盖率计算以过去12个月日均市值为基础，对所有候选股按日均市值由大到小排序，计算累计市值占全市场总市值的比例。这一指标直接决定了个股在指数中的权重与港股通资格。市值覆盖率计算逻辑：将所有候选股票按日均市值从高到低排序 → 计算累计市值 → 累计市值占全市场总市值的比例即为市值覆盖率2.2 流动性要求：被忽视的“隐形门槛”除市值外，流动性是另一项核心考核指标，具体通过“成交量流通比率“衡量。对于不同上市时长的公司，要求有所不同：对于上市公司而言，维持日均万五左右的换手率是保住港股通资格的关键。特别是当市值接近门槛时，流动性达标与否将成为“生死线”。2.3 调整频率与快速纳入机制港股通标的调整采用一年四次的定期调整机制，分为两次大规模调整(3月和9月)和两次小调整(6月和12月)。数据截止日为每年的6月30日和12月31日，这也是上市公司“冲关”港股通的关键时间窗口。对于新股，港股通设有快速纳入机制，分为两类：重要例外：A+H股不适用快速纳入机制，其H股在价格稳定期结束且对应A股上市满10个交易日后，可自动纳入港股通。","news_type":1,"symbols_score_info":{"01236":2,"02670":2,"03388":2,"01440":2,"06636":2,"00100":2,"06675":2,"01021":2,"03355":2,"07630":2,"01651":2,"07688":2,"09630":2,"01672":2,"02335":2,"06938":2,"07666":2,"02142":2,"02632":2,"02729":2,"01779":2,"01286":2,"02272":2,"03625":2,"01879":2,"01956":2,"00600":2,"01866":2,"02726":2,"00376":2,"00340":2,"03277":2,"03887":2,"01133":2,"02672":2,"03661":2,"06106":2,"06872":2,"09637":2,"00068":2,"01191":2,"02723":2,"01081":2,"00412":2,"02526":2,"02696":2,"06658":2,"01392":2,"02553":2,"02616":2,"00863":2,"06656":2,"03310":2,"01609":2,"01511":2}},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432223027069800,"gmtCreate":1746535673971,"gmtModify":1746536408673,"author":{"id":"3572398779262275","authorId":"3572398779262275","name":"佳葭","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572398779262275","authorIdStr":"3572398779262275"},"themes":[],"title":"","htmlText":"<a 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