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cailianshe news, september 26 (reporter lin jian)the account opening posters are flooding the wechat moments again.

with the significant increase in trading volume, what changes have occurred in the brokerage business branches? cailianshe reporters interviewed more than a dozen securities companies and their branches, business departments, as well as front-line investment consultants and wealth consultants. everyone felt the same: the business departments were busy and the employees were in high spirits; although there was no improvement in account opening, the number of customers seeking business advice increased significantly, and the number of customers opening margin trading and other permissions also increased. some stockholders were anxious to retrieve their passwords.

from "few clients seen a day" a month ago to today when the business department has been busy all day without a break, the head of a business department of a beijing brokerage firm told cailianshe reporters.

the turnover of the shanghai and shenzhen stock markets has exceeded 1.1 trillion for two consecutive days. the 100-point long rise on september 26 has earned a-shares a lot of popularity. many stockholders have begged on social platforms whether the market can be opened for trading during the national day holiday, "can you give a-shares an extra day on national day? we don't want to take a holiday!"

in addition to not wanting to take a holiday, some stockholders have also started to look up old news and are concerned about the implementation of the policy of extending the trading hours of a-shares. after the national day holiday in 2023, the relevant person in charge of the china securities regulatory commission answered questions from reporters on how to activate the capital market and boost investor confidence.it has been a year since the statement was made to study the appropriate extension of the trading hours of the a-share market.

in addition, investors exclaimed, "it's too fierce. this is the first time i've seen such a scene in three years of playing. i wish my principal was still there." many domestic and foreign institutions are also collectively bullish on a-shares.

in the hot market, the chief analyst changed the group name as soon as his opinion changed, which also set off the atmosphere. in recent days, there are many brokerage analyst groups that changed their group names, such as "the bottom is coming, always be prepared", and some sell-side chiefs changed the group name to "the double bottom is basically clear". for example, on september 24, a brokerage strategy chief changed the group name to "counterattack!" to directly express his optimism about the stock market.

the number of inquiries has increased significantly, but account opening is not yet popular

it is reported that 800 accounts were opened in a single day today. whether account opening is popular again has become a focus of brokerage business. according to the reporter's understanding, most outlets have not seen a significant increase in account opening, but the number of inquiries from existing customers has increased significantly. "it has just increased, so there is not such a big reaction. the incremental herd effect has a time lag. it is impossible for someone to go from the icu to the ktv all of a sudden." a person in charge joked.

an employee of a securities firm posted a message saying, "there are so many people opening accounts. i am so busy. if you have something to say, please talk about it. if you don't have anything to say, please don't chat." although this sentiment seems to be self-marketing in the eyes of industry insiders, it does not affect the atmosphere. the reporter learned that the number of people opening accounts is relatively limited at present, and the overall focus is still on existing customers. the issues that everyone is concerned about are whether to cover their positions, how long the market can last, and which sectors can be bought. some margin trading transactions were also asked.

the number of on-site, telephone and online consultations has soared, mainly focusing on issues such as passwords and permission activation. a person in charge of online account opening at a leading brokerage firm told reporters that "the popularity of account opening has not yet fully taken off, but the attention of existing users is relatively high. some investors found that they had forgotten their account passwords that they had not used for a long time and asked how to change them."

securities firms are working hard to develop customers, and account opening posters are all over the screen

the investment sentiment of stockholders has improved significantly. in addition to the obvious increase in attention to the market, the fighting passion of front-line personnel of securities companies has also increased a lot. this is the feeling of some responsible persons, especially for account opening. the reporter noticed that some securities companies have stepped up the promotion of account opening links and put up welfare gift packages, which is already the offensive. there are obviously more account opening advertisement posters in the circle of friends.

for example, guotai junan released a poster offering five gifts for opening an account, with the caption "with an account in hand, you will be full of energy"; on september 26, shouchuang securities tweeted that the company's benefits for new customers to open an account quickly had been significantly upgraded, with as many as six gifts, including a limited-time free trial of the ai ​​smart grid, a free trial of 12 types of smart conditional orders, etc.; huaan securities issued a series of promotional posters for new customer account opening, including slogans such as huaan account opening and one step ahead, with the bright red color very appropriate; galaxy securities sales department quickly released a complete guide to account opening, including highlights such as one-click account opening; gf securities' promotional poster highlighted the word "fast", with the 3-minute quick account opening printed in the center of the poster; xiangcai securities also quickly released an app promotion poster to strengthen its account opening service.

huaan securities released an account opening promotion poster, "one step ahead" is very conspicuous

guotai junan released a poster of five gifts for opening an account, with the caption "with an account in hand, you will be full of luck"

first capital securities releases major upgrades to new customer benefits

galaxy securities sales department launched a full guide to account opening steps on september 26, one-click account opening

gf securities "shanghai stock index breaks 3,000 points" poster, open an account in 3 minutes

xiangcai securities released an app promotion poster with the message "shanghai composite index rose 100 points and returned to 3,000 points"

it can be seen that the performance of a-shares in the second half of the year was depressed first and then rose. since mid-to-late september, it has stabilized and rebounded. many institutions have said that the current rebound will continue. however, a large number of investors have also maintained a cautious attitude, adding less positions and mainly waiting and watching. many business departments have also warned of risks at the same time. the subsequent development of the a-share market is still affected by multiple factors, including economic recovery that is lower than expected.

what are the factors that keep the market going? the pace of policy signals exceeds expectations

no one wants to miss this wave of popularity. what factors can provide continuous supply? at present, it is a consensus that the pace of policy signals exceeds expectations. on september 24, one bank, one bureau, and one association collectively released positive news at a press conference of the state council information office; on september 26, the political bureau held a meeting to analyze and study the current economic situation and economic work. the time of this meeting was different from the past. the deployment of economic work was not held in october and december of previous years, but was discussed in september in advance, which highlighted the importance the central government attached to the current economic situation and macroeconomic policies.

huachuang financial team said that with two important meetings held intensively at the end of september, the policy has set a more positive tone for the economy, and the subsequent corresponding supporting policies will be implemented faster, which can make expectations and confidence in the economy more optimistic. based on the interviews and analysis of reporters from various parties, the focus is on the politburo meeting on september 26, which has attracted particularly hot attention. there are three highlights to watch:

first, judging from the timing, the politburo meeting held in september rarely touched upon economic issues, whereas this meeting clearly put forward the direction of "effectively implementing existing policies and stepping up efforts to introduce incremental policies" for subsequent economic work. this statement sends an extremely positive policy signal.

secondly, the support of macroeconomic policies has been significantly strengthened. on the basis of strengthening the countercyclical adjustment of fiscal and monetary policies, this political bureau meeting for the first time clarified the tone of promoting the "stop falling and stabilize" of the real estate market, which fully demonstrated the firm will and determination of the party central committee to maintain the stable and healthy development of the real estate market.

finally, the meeting also clearly put forward the goal of focusing on boosting the capital market and vigorously guiding medium- and long-term funds into the market. this is not only a reflection of the party central committee's high attention to the capital market, but also an important policy measure aimed at further exerting the key functions of the capital market.

in the long run, the subsequent economic and market boost expectations, in terms of monetary policy, the reserve requirement ratio cut, interest rate cut and adjustment of existing mortgage rates will be implemented, and the policy intensity and rhythm can be paid attention to; in terms of fiscal policy, attention should be paid to the issuance of ultra-long-term special treasury bonds and local government special bonds this year, and the implementation of subsequent incremental fiscal policies.