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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 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