"there is a flood of account openings, and there is simply no end to them." brokerages are facing the trouble of happiness. many brokerages have added new data.
2024-09-28
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financial associated press, september 28 (reporters zhao xinrui, chen junlan, lin jian)at the closing price of 1.46 trillion, the a-share trading volume for three consecutive trading days exceeded one trillion, once again giving investors the shocking feeling of "witnessing history", which also made the brokerage practitioners who are fighting on the front line lament that "time is not waiting for us."
“everyone on the front line is busy today,” including emergency handling of transaction anomalies, as well as a surge in account opening and consultation business.
"there has been a flood of account openings in the past few days, and there is no end to the number of accounts that can be opened. however, there are not many financial and financial customers, which shows that some old customers are still cautious." a person in charge of the brokerage business said.
cailian news reporters communicated with major securities firms immediately and constantly witnessed and observed changes in the industry and market. september 27th was obviously a watershed from the market to the industry.
reporters have recently conducted intensive interviews and surveys on brokerage branches, and received a lot of data feedback from the front lines of the brokerage business, including a surge in consultation volume, a surge in the number of account openings, and a strong willingness to invest funds. for details, see "queuing for admission!" the number of online account openings at securities firms increased by 20%. busy opening accounts, busy consulting, and busy appeasing customers have become employees’ daily routine today. "stockholders are anxious to find their passwords again!" today the sales department is busy again, there are more inquiries, and the brokerage account opening posters are on the screen again" and other reports.
we are united as one, and behind the market trend is a series of favorable policies. this week, the state council information office and the political bureau of the cpc central committee have successively released multiple positive signals, and this series of policy measures are aimed at promoting the high-quality development of the capital market and further boosting investor confidence. judging from the latest survey data by reporters from cailian news, the account opening status of various securities firms intuitively reflects investors’ enthusiasm for the market, and the degree of enthusiasm is shown in multiples:
data 1: as of the evening of september 27, the number of account openings has increased by 2-4 times, with online account openings being the mainstay.
ping an securities told reporters from the financial associated press that everyone on the front lines is busy today. overall, as the market sentiment warmed up this week, customers' willingness to open accounts increased significantly, the average daily number of account openings surged, and there were queues for online account openings. at the same time, the independent activity of dormant customers increased significantly compared with the previous period of this month, and the funds of individual and institutional customers increased significantly. the willingness to enter the market is strong, and the trading volume shows that customers are enthusiastic about trading.
guoyuan securities revealed that as of september 27, the company had opened more than 3,000 new customers, the average daily number of new customers more than doubled, and the average daily trading volume exceeded 30 billion yuan, an increase of more than 40%.
a certain north china brokerage also revealed that the overall number of account openings on the 27th was three times that of the 26th; another brokerage revealed that the number of account openings reached a certain peak on the 27th, and the number of account openings in recent days was 2-4 times that of before;
data from a south china brokerage shows that since september 23, the number of company account openings has shown a significant growth spurt this week. compared with the previous week, the month-on-month increase was as high as approximately 200% to 250%. this significant growth was directly driven by the strong rise in market conditions, which greatly stimulated investors' enthusiasm for market participation and significantly increased investment activity.
however, it should be noted here that although account opening is popular, brokerages still need to pay attention to compliance risks. the reporter learned that some marketing service personnel of the branches of securities companies have the behavior of "posting account opening links in moments", and the compliance departments of the securities companies have issued warnings. in the past few years, many brokerages and sales departments have been fined for violating regulations in their moments business, which has become a compliance restricted area.
regarding how to effectively provide risk warnings to investors and help investors invest rationally, guoyuan securities also mentioned that it has organized the company's investment consultants to conduct policy interpretation and market analysis as soon as possible. in addition, more than 10 online video live broadcasts and offline customer salon activities were held to convey the company’s investment advisory opinions and investment strategies to customers and guide investors to invest rationally.
data 2: the number of consultations has increased significantly.taking guoyuan securities as an example, as of 15:30 on september 27, the company's consulting business has received more than 10,000 consultations, an increase of 6 times compared with the average daily consultation volume at the beginning of this week. the relevant person in charge of guoyuan securities also told reporters that in recent days, customer inquiries for account opening, data modification and other services have increased. the number of daily active users of the app has increased by about 30%, the click rate of market information has increased by about 100%, and the number of live video views has increased by about 100%.
data three: the service has been extended to provide 7*24 hours, focusing on account opening.there is still the last trading day before the national day, and the "last-ditch battle" on september 30 is brewing.
the reporter also learned that as of the evening of september 27, there were still brokerage firms that expressed the idea of encouraging employees to stick to the front line, avoid taking early vacations as much as possible, and make good time arrangements. some brokerages even plan to continue to provide 24/7 customer service during the national day holiday. the reporter learned that in order to improve customer satisfaction, securities firms including guoyuan securities have provided customers with 7*24-hour customer service.
orient securities also launched an account opening poster on the evening of september 27, with the text "riding the east wind and rising high"
jianghai securities recently released an account opening promotion, including providing 7*24-hour account opening services
a-share trading is active, and minmetals securities launches a promotional poster for the two-financing business
brokerages have also adopted a more comprehensive series of response measures to keep up with the surge in investment enthusiasm. guoyuan securities said that the company’s customer service center has paid close attention to the customer consultation queues through off-site channels and made timely deployment of manpower.
in addition, in the face of the large-scale trading failure that occurred on september 27, securities firms also strengthened system monitoring and prevention and control to ensure that the trading system can operate safely and stably. an it person from a securities company revealed to reporters on the evening of the 27th that they were still working overtime on preventive monitoring and inspections. in addition, the middle and back offices of compliance and public opinion monitoring are also very busy. they are strengthening public opinion monitoring, preparing for the introduction of policies or measures that may cause a chain reaction of reputation, and reporting to leaders. so far, brokerages have tried to keep internal communication as smooth as possible.
this wave of gains has been too fierce, and brokerages have repeatedly warned of trading risks. in such a market environment, when investors enjoy the benefits brought by the stock market, they must fully understand the market dynamics, make reasonable allocations based on their own risk tolerance and investment goals, and do a good job in risk management.
the brokerage research team gives configuration suggestions
the research department of cicc believes that in terms of allocation, we will continue to focus on non-bank and real estate chains in the short term, and focus on small and medium-sized market capitalization and growth styles in the medium term. net-breaking companies are also expected to perform relatively well. in previous comments by the state council, it was believed that non-bank and real estate chains, which directly benefit from policy expectations, are expected to perform better in the short term. this politburo meeting is expected to further boost market expectations; after risk appetite further stabilizes, small and medium-sized enterprises can be focused on in the medium term. opportunities in market value and growth style, especially in technology hardware and new energy fields where there are many early adjustments; capital market reform has brought about a new stage of market value management of listed companies, and net-breaking companies are also expected to have relative performance in the near future; high dividend style with defensive attributes in the short term differentiation may occur.
the non-bank financial research team of kaiyuan securities is optimistic about internet securities firms, mergers and acquisitions and wealth management lines, and recommends procyclical life insurance and diversified financial sectors.
brokerage sector: we are optimistic about the three main lines of internet brokerage, mergers and acquisitions and large wealth management. 2c financial information service providers and internet brokers have fully benefited from the improvement in transaction volume, and their performance elasticity is stronger than that of brokerage businesses. compass, flush, and oriental fortune are the beneficiaries; mergers and acquisitions have been an important line in the brokerage sector in the past year, and china galaxy and zhejiang merchants are the beneficiaries. securities; i am optimistic about leading targets with outstanding advantages and low valuations in the wealth management business. i recommend orient securities.
insurance sector: nbv growth is expected to further expand in the third quarter, asset-side equity investments are loosened, and performance flexibility is outstanding. we recommend china pacific insurance, which has sustained high-quality growth on the liability side, ping an of china, which has a large valuation space, and china life and new china insurance, which have outstanding equity flexibility as beneficiary targets.
diversified finance: recommend jiangsu financial leasing, which benefits from updated equipment and high dividend yields, lakala, which benefits from the recovery of consumption and has a low valuation, and hong kong exchange, which benefits from increased activity in hong kong stocks and has a low valuation level.
the west china securities macro comprehensive review mentioned that next, the positive sentiment in the equity market may continue and gradually enter the verification stage of policy effects. the scale of incremental fiscal policy may be the next important node. new tools such as swap facilities introduced by the 924 new financial deal, as well as policy strength that exceeded expectations, promoted market recovery by increasing liquidity supply and boosting confidence. as a high-level meeting, the politburo meeting released signals that strengthened the market's expectations for incremental policies, and the mood for chasing prices increased. next, we will focus on the scale of implementation of incremental fiscal and other policies, as well as the release period of policy effects, the boosting effect of countercyclical tools on demand, and the search for new opportunities from total volume to structure. the consumer sector & non-bank financial market is expected to continue to strengthen. pay attention to the subsequent market prices of home appliances, automobiles, retail, and securities companies.
