2023年可能需要随着现金流恢复正常后融资炒股平仓，重新建立预防性储蓄的“防火墙”，这或将成为当前消费反弹的重要制约，需研究针对性的化解措施。
“假央企”问题由来已久。2021年10月，26家央企相继通过官网、微信公众号等多种渠道对外公告了353家假冒国企名单；2021年和2022年，国资委对“假央企”和“伪国企”分两批进行集中公示，共曝光528家“李鬼”；2022年11月，国资委官网上线国资委监管企业产权信息查询平台，向社会公众提供国务院国资委监管的中央企业及所属企业基本信息查询服务。国资委和央企主动打假起到了很好的作用，但“假央企”问题仍然没有禁绝。
南向资金对港股通标的股的整体持股比例为14.73%，167只个股南向资金持股比例超20%。
互联互通机制下，内地投资者成为港股市场的重要参与者。证券时报·数据宝统计显示，截至8月12日，港股通标的股中，南向资金合计持有3750.55亿股，占标的股总股本的比例达14.73%，合计持股市值27433.61亿港元，占标的股总市值的比例为11.00%。
具体到单只标的股来看，南向资金持股量占总股本比例20%以上的有167只，持股比例在10%~20%的有145只，持股比例在5%~10%的有94只，1%~5%的有105只，持股比例低于1%的为47只。南向资金持股比例最高的是京基金融国际，最新持有63.92亿股，占港股已发行股份的比例为69.81%，其次是马可数字科技、凯盛新能，持股占比分别为66.46%、66.32%。
从特征来看，南向资金高比例持有的个股，多数为AH概念股，统计显示，南向资金持股超20%的个股中，AH股共有102只，占比为61.08%；持有比例在10%~20%的个股中，AH股占比为21.38%。
以港交所行业分类进行统计，南向资金持股比例超20%的个股主要集中在医疗保健业、金融业、工业等行业，分别有34只、28只、26只个股。（数据宝）
南向资金持有比例较高的港股
代码简称持股量（万股）占已发行股份比例（%）收盘价（港元）日涨跌幅（%）行业01468京基金融国际639214.0069.810.066-5.71综合企业01942马可数字科技51593.6066.460.880-2.22非必需性消费01108凯盛新能16583.8066.324.140-0.96工业00728中国电信875875.6563.114.200-0.71电讯业03958东方证券61758.0160.123.210-0.62金融业01138中远海能77003.9259.418.7902.45工业01065天津创业环保股份20144.0159.243.0901.31公用事业01071华电国际电力股份100005.3458.234.010-0.99公用事业03759康龙化成17093.2156.679.480-0.11医疗保健业01330绿色动力环保22911.4256.652.7900.36工业06049保利物业8535.0755.6527.5500.36地产建筑业03347泰格医药6740.3454.7433.1000.00医疗保健业02196复星医药28970.6652.4713.5002.27医疗保健业01375中州证券62371.1052.171.050-1.87金融业02202万科企业113647.4851.504.120-3.29地产建筑业00902华能国际电力股份240250.0751.104.6200.22公用事业06886HTSC86051.8850.058.560-0.93金融业01186中国铁建101669.8948.954.9000.00地产建筑业01799新特能源18165.4448.287.5401.62工业01456国联证券20995.7547.422.870-1.37金融业00038第一拖拉机股份18585.2747.417.1902.57工业00525广深铁路股份67750.3847.322.210-1.34非必需性消费00874白云山10405.6447.3120.1501.97医疗保健业00719山东新华制药股份9205.7147.205.7107.53医疗保健业03969中国通号92787.2147.123.190-2.74资讯科技业00489东风集团股份117337.7047.082.070-3.27工业03033南方恒生科技389831.4446.863.374-0.3506196郑州银行93693.5546.360.7500.00金融业01812晨鸣纸业24142.1245.681.710-1.16原材料业00956新天绿色能源83207.7645.243.2200.31公用事业02238广汽集团139523.7645.022.670-1.48非必需性消费01088中国神华151747.2744.9232.3001.57能源业01776广发证券75905.5244.606.400-2.14金融业03618重庆农村商业银行108857.1943.303.7800.00金融业01336新华保险44162.6242.6914.7800.54金融业00564郑煤机10296.1942.328.310-0.36非必需性消费01816中广核电力469427.1942.043.220-2.13公用事业00916龙源电力138871.7241.847.030-0.28公用事业01877君实生物9129.1641.6211.8401.54医疗保健业00811新华文轩18246.4041.279.7403.51非必需性消费00586海螺创业73743.3041.146.5900.46工业00588北京北辰实业股份29031.0041.050.630-3.08地产建筑业00107四川成渝高速公路36601.1940.873.1300.97工业01171兖矿能源165200.4540.5210.0401.62能源业01765希教国际控股333104.0240.490.201-0.50非必需性消费03678弘业期货10048.7040.241.300-2.99金融业01800中国交通建设176952.6440.044.7701.06地产建筑业00576浙江沪杭甬78957.8639.895.2601.15工业00895东江环保7875.7839.341.83021.19工业02273固生堂9643.1039.3435.2001.59医疗保健业06837海通证券133592.5139.173.480-0.29金融业06855亚盛医药-B12278.3139.0029.3002.45医疗保健业02208金风科技30151.3138.964.1002.24工业06821凯莱英1062.6738.5645.200-0.11医疗保健业09989海普瑞8478.6038.523.5101.15医疗保健业09995荣昌生物7266.5438.3214.3801.27医疗保健业02186绿叶制药142947.0537.992.910-1.02医疗保健业00995安徽皖通高速公路18686.3137.909.7701.24工业01057浙江世宝8196.6037.802.070-0.48非必需性消费01952云顶新耀-B12281.7037.7519.760-0.40医疗保健业00187京城机电股份3761.6037.612.0403.55工业00763中兴通讯28346.6237.5116.320-0.49资讯科技业06881中国银河137448.9037.233.940-1.99金融业01798大唐新能源92718.5237.062.0503.02公用事业00861神州控股61591.5436.793.090-0.96资讯科技业09926康方生物31852.1836.7844.3001.14医疗保健业06185康希诺生物4835.6636.4419.8404.42医疗保健业02333长城汽车84208.7636.3110.1200.20非必需性消费01787山东黄金31182.5436.2915.8801.28原材料业02727上海电气105943.3036.221.510-0.66工业06066中信建投证券45305.3035.925.300-1.30金融业06127昭衍新药4165.0835.007.6000.00医疗保健业01951锦欣生殖96224.3234.882.600-0.38医疗保健业01858春立医疗3240.0034.058.2801.35医疗保健业02601中国太保93958.1633.8418.7801.84金融业01357美图公司152916.1833.712.230-3.46资讯科技业03908中金公司63968.8333.608.130-1.45金融业03369秦港股份27743.7033.422.0300.00工业02009金隅集团76905.4532.870.5801.75地产建筑业01618中国中冶93543.0032.571.4600.00地产建筑业00168青岛啤酒股份21273.7032.4749.250-2.09必需性消费01918融创中国278881.8532.331.030-3.74地产建筑业01349复旦张江10533.0132.301.8801.08医疗保健业03800协鑫科技856698.9731.811.1400.00工业00177江苏宁沪高速公路38872.7831.807.8601.81工业01530三生制药76746.3231.756.2300.48医疗保健业02611国泰君安44007.8631.618.120-0.73金融业00338上海石油化工股份104735.8031.291.0600.00原材料业01610中粮家佳康143286.1131.261.5700.00必需性消费00548深圳高速公路股份23365.5231.257.790-0.26工业01635大众公用16538.2030.981.4700.00公用事业01528红星美凯龙22810.5330.761.250-0.79地产建筑业01398工商银行2665112.4930.694.4802.05金融业01359中国信达413007.1430.430.6200.00金融业01385上海复旦8636.2830.3611.0600.36资讯科技业00853微创医疗55408.2830.195.220-0.38医疗保健业00189东岳集团51913.9229.956.2600.00原材料业03319雅生活服务42135.0329.662.600-2.62地产建筑业03738阜博集团67234.2529.571.160-1.69资讯科技业01072东方电气9932.7029.2010.4804.17工业01766中国中车127362.3129.124.800-1.44工业06826昊海生物科技1205.8329.0929.150-0.51医疗保健业01302先健科技134513.0629.041.590-0.63医疗保健业01288农业银行890084.9528.953.5101.45金融业01339中国人民保险集团250965.6328.752.6100.38金融业06099招商证券36527.5928.656.030-0.99金融业06030中信证券74658.1928.4911.360-1.05金融业02607上海医药26188.8528.4811.7601.38医疗保健业06098碧桂园服务94198.1128.174.690-1.47地产建筑业02269药明生物116991.6628.1511.7803.70医疗保健业01797东方甄选28941.6528.0611.140-3.63资讯科技业03323中国建材127725.1128.012.470-1.20地产建筑业02359药明康德10772.0927.8235.1501.44医疗保健业06078海吉亚医疗17419.9827.5821.250-3.19医疗保健业03993洛阳钼业108107.3027.476.1401.82原材料业02162康诺亚-B7653.7227.3533.600-0.15医疗保健业09696天齐锂业4392.3626.7520.650-0.96原材料业02328中国财险182942.6526.519.9601.12金融业09966康宁杰瑞制药-B25497.3626.412.4405.17医疗保健业02016浙商银行156229.6426.382.1000.48金融业01919中远海控84147.2626.2810.6001.92工业00553南京熊猫电子股份6279.4025.942.300-1.29资讯科技业02866中远海发95186.2025.890.9201.10工业00386中国石油化工股份629456.2625.854.9600.61能源业00390中国中铁108761.9225.843.6200.00地产建筑业00257光大环境158160.5725.743.7202.20公用事业01818招金矿业69381.3725.3013.1200.77原材料业06865福莱特玻璃11180.2125.3011.680-3.63工业00268金蝶国际89485.2024.945.7901.76资讯科技业00884旭辉控股集团259242.5524.890.265-3.64地产建筑业02400心动公司11846.7824.6421.000-10.45资讯科技业00696中国民航信息网络22987.5224.648.500-1.16资讯科技业02883中海油田服务44410.7324.516.7900.30能源业00819天能动力27194.4324.145.140-0.19工业01563友联国际教育租赁40615.1024.010.4350.00非必需性消费02099中国黄金国际9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