Abstract: We analyzed A-H premium changes across 195 dual-listed stocks for the week ending July 17th. The average A-H premium stood at 83.0%, declining 1.9 percentage points week-on-week, with 105 stocks seeing premiums narrow versus 90 widening. Real Estate led sector declines at -9.8ppt, while Financials was the sole sector with a premium increase at +0.6ppt. Among individual stocks, the largest premium expansions were in Drinda (+38.7ppt), Fibocom (+34.6ppt), Holly Futures (+31.4ppt), Cig (+28.2ppt), and Hua Hong Semi (+27.0ppt), while the sharpest contractions were in Lens (-40.9ppt, z-score -4.3), Datang Power (-39.6ppt), Shandong Molong (-39.0ppt), Sicc (-38.1ppt), and Innocare (-24.2ppt). On a z-score basis, China Life (+18.3ppt, z=2.9) and Zijin Mining (+4.8ppt, z=1.9) recorded statistically notable premium increases, while Lens and Innocare showed the most extreme premium compressions relative to historical norms. Yofc reached a 52-week high premium of 219.9% after expanding 20.3ppt on the week.
CHINA LIFE, ZIJIN MINING, INNOCARE, HUA HONG SEMI, YOFC
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