2024-10-01
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the a-share trading volume exceeding 2.6 trillion undoubtedly makes this year’s national day holiday unique. the market is already looking forward to the grand opening after the national day. at present, in the past few days, various data on the brokerage business line of securities companies have very intuitively presented investors' willingness to enter the market, and the resulting business volume. overall, the industry's general consultation volume and the number of account openings have generally increased between 2 and 6 times, and the opening of financing and financing authorities has increased significantly.
taking the data provided by haitong securities as an example, compared with before the market started, the number of new accounts opened by the company has increased by more than three times; at the same time, the number of business inquiries from investors has also increased rapidly, including account-related inquiries that have increased by more than five-fold, and password retrieval inquiries. consulting increased by more than 6 times, account opening consultation increased by more than 4 times, and financing and financing consultation increased by more than 2 times. in addition, many securities firms including gf securities, western securities, caida securities, china post securities, jianghai securities, ping an securities, guotai junan, etc. reported that after the start of this round of market, the company's average daily number of account openings increased several times compared with before this round of market. the number of online account openings exceeds that of offline accounts.
the national day holiday has begun. faced with the hot market conditions and the subsequent surge in business volume such as account opening and consultation, how will securities firms respond? at present, there are five major measures that have been implemented in the industry.
first, allocate resources to ensure on-the-job attendance, and offline outlets will also be open during the national day holiday.
time waits for no one, the first time to open an account, the first time to entrust, the first time to activate has become a vivid description. under this wave of market conditions, investors are rushing to enter the market. however, now that it is the national day holiday, it has become difficult to open an account and consult. for this reason, brokerages immediately launched emergency plans and took the initiative to charge. effectively allocate resources, ensure real-time and dynamic on-duty rates, and ensure that customer needs are met, which has become the standard for this year's national day.
this is directly reflected in the intensive slogan of "non-closing for account opening and non-closing for service". up to now, more than 60 securities firms have disclosed the news that their branches will operate overtime during the national day. this is reflected in everything from online posters to publicity boards at offline physical outlets. for example, haitong securities has nearly 300 branches across the country that still have people on duty during the national day holiday to ensure that the personalized consultation and business processing needs of some customers are met.
in terms of western securities, the core leaders and backbones of each business line of the company's wealth ensured that they were online during the holidays and supported the branch's various business needs as soon as possible. in particular, branches and sales departments in xi'an, baoji, hanzhong, xianyang, tongchuan, shangluo, yulin, ankang, yan'an, beijing, shanghai, shenzhen, shandong, hubei and other places have called on front-line employees to take turns on duty to ensure that the sales department remains open during the national day. the wealth trading center will arrange dedicated personnel to provide business support to customers and branches every day during the national day; gf securities shanghai branch has 24 business departments operating as usual during the national day holiday. directly mark the locations of the 24 affiliated sales departments so that investors who want to open an account can see them clearly at a glance.
among them, many brokerage business departments have seconded employees and encouraged employees to support related work during the national day. including galaxy securities and many other securities companies, the company has deployed more manpower to support remote account opening and customer service work. in addition, some securities companies have added off-site support centers to significantly optimize business processes and strengthen off-site business processing capabilities. it is worth noting that usually during holidays, back-end reviewers are arranged to be on duty, but this time when the demand for account openings explodes, the headquarters will arrange more staff on duty than during ordinary holidays.
at present, physical outlets have also played a certain mainstay role in this wave of market conditions. in particular, although most investors currently choose to open accounts online, there are still certain advantages to opening accounts face-to-face offline, especially those over 70 years old are not allowed to open accounts online and can only open accounts on site. therefore, offline branches of securities companies generally decide to operate normally during the national day holiday to strengthen their ability to solve investors' diverse service needs.
the second is to promote the implementation of 7*24-hour manual service to help with account opening to meet customers' timely needs.
it can be seen that opening an account has become the top priority during the national day. with investor enthusiasm soaring, many brokerages said they would deploy additional manpower during the national day holiday to review account openings online 24/7. at least many securities firms, including citic securities, huatai securities, galaxy securities, guotai junan, shenwan hongyuan, haitong securities, etc., have stated that normal account openings can be opened throughout the national day holiday.
haitong securities stated that the company's customer service center implements a 7*24-hour intelligent service and manual service backup system, mobilizing service resources in real time around the clock to ensure customer service consultation. organize manpower to comprehensively strengthen online account opening services to ensure that investors can open accounts in a timely and efficient manner; for caida securities, the company also continues to provide customer services such as 7*24 hours of account opening, and immediately responds to customer account dormancy, account retrieval, and password reset wait for urgent needs, and quickly release relevant business operation guidance videos to meet customer needs.
interestingly, china international finance securities has also launched a special account opening service with beautiful accounts. investors can enter their favorite numbers to filter account openings, giving investors a better investment experience. in view of the fact that the industry has generally announced that account opening will not be closed during the national day this year, and there are many benefits for opening accounts, some industry insiders predict that compared with the peak of the previous few days, online account opening is expected to maintain a certain number during the national day. caida securities mentioned that the company has established a special guarantee team for online account opening, applied to china clearing corporation limited to open a unified account service platform production environment, and fully guaranteed account opening services.
however, it should be noted that because the account opening information needs to be submitted to the china registration and settlement center, users will receive a successful account opening text message on the first working day after the holiday, and the account opening time is also calculated from the first working day after the holiday.
the third is to mobilize extensively to carry out holiday account opening, business promotion and marketing activities.
under this wave of market conditions, securities companies attach great importance to the response speed and quality of customer service to ensure that customer inquiries can be answered in a timely manner. for example, western securities will conduct a comprehensive review of major domestic and international financial events and global market performance during the national day holiday before closing, and deliver relevant information to investors in a timely manner through live broadcasts, videos, etc., to provide strong support for investors to make investment decisions after the holiday. .
taking haitong securities as an example, the company's wealth management, financial technology lines and operations center quickly organized branches to strengthen business promotion and customer service. through business promotional materials in various forms such as pictures, texts, videos, etc., we actively explain the common problems of investors clearly and clearly; we track and solve the personalized difficult problems of investors as soon as possible to ensure the quality and efficiency of services.
on the last trading day before the national day, the market was extremely hot. more than 20 branches of haitong securities actively responded to customer needs and arranged customer salons during the short holiday to communicate with investors on the topics that investors are most concerned about in the current market.
the haitong securities yuhua road sales department in dali, yunnan provides on-site services to customers.
it is worth noting that securities companies have increased their marketing efforts and promoted account opening, financing, products and other businesses through multiple online and offline channels. haitong securities’ head office and branches jointly continue to increase online marketing, and coordinate and update online operation arrangements in terms of internet advertising, new media platform releases and investment advisory anchor live broadcasts. in less than a week, nearly 100 account opening marketing materials were launched on the new media platform, focusing on account opening guides, strategic tools, market analysis and stock market reviews, etc., with professional service capabilities and real-time investment companionship to meet the surging needs and services of different customers. content.
in addition, gf securities has strengthened the technological value brought by large models in this wave of marketing. the company has independently developed the "ai information poster generation" application based on large-scale model innovation, empowering operators to quickly capture the latest hot spots and generate personalized and exclusive account opening posters with one click. it is understood that in the past, each account opening poster took 10 minutes to be manually produced, but now it only takes half a minute to generate it through ai, and supports mass production. the application of this large ai model has achieved remarkable results in the production of account opening posters for this round of market conditions. the national day poster of gf securities shanghai branch is also quite distinctive, emphasizing that business will continue as usual during the national day holiday.
under a series of positive stimulation, the market ushered in the long-lost enthusiasm of investors. is the upside confirmed? what are the hottest directions that should be pursued? as investors continue to pour into the market, they are most concerned about the future growth space and its duration of the market, and they hope to obtain more professional insights and guidance.
after sorting through, brokerage research generally believes that the recent favorable policies have provided strong support for the market, and the policy bottom has been established. positive changes in policies, including adjustments to fiscal and monetary policies, as well as care for the capital market, have provided impetus for the market's rebound. most also believe that the current market has shown significant signs of rebound, and they expect this rebound trend to continue in the short term. sell-side research pointed out that the decline in risk-free interest rates is one of the key factors driving the rise in the stock market, which reduces the opportunity cost of holding stocks for investors, thus attracting more funds to flow into the stock market.
in this regard, dr. xun yugen, chief economist of haitong securities, put forward the view that "intermediate market conditions are on the way" and suggested paying attention to the real estate and consumer pharmaceutical sectors that benefit from the policy. at the same time, the "ying investment consulting" team also adheres to the original intention of wealth management and still insists on recommending that customers, while increasing investment in stock assets, should still combine their own risk tolerance and investment goals and conduct diversified investments based on asset allocation thinking.
many brokerages also strengthened the allocation and support of sell-side research during the national day holiday.for example, the founder financial team launched a new daily update product during the national day to conduct a dynamic review of the current a-share trading enthusiasm. another example is that many sellers have increased the frequency of national day telephone conferences and maintained the output of in-depth views on policy interpretation and other content.
the fourth is to increase the granularity of services and provide personalized investment advisory services.
a series of policies recently introduced to promote high-quality development of the capital market have boosted investment expectations and investor confidence in the capital market. it is also the consensus of all parties that securities firms actively provide accompanying investment advisory services to individual investors.
it is understood that haitong securities’ “profit investment consulting” team has accelerated its pace and carried out multiple actions at the same time. first of all, considering that the market happened suddenly, the majority of investors, especially the new customers entering the market this week, may not be fully aware of what happened. to this end, the "ying investment consulting" team immediately launched close policy research and formed professional interpretations and opinions. in line with the evolution of market conditions, it disseminated services to a wider range of market investors in the form of information, short videos, live broadcasts, etc., hoping to this guides customers to participate in market conditions and make investment decisions in a more transparent information environment and a more rational emotional state, and avoid excessive short-term pursuit of gains and losses. at the same time, in line with the rapid pace of the market, haitong securities has previously carried out more than 20 online and offline activities "interpretation of "policy gift packages"" in many places across the country.
the scene of the "interpretation of the "policy gift package"" event at the xinyu labor road sales department of haitong securities jiangxi branch.
secondly, for customers who had poor investment experience due to the downturn in the market in the early stage, haitong securities quickly organized an investment research team to re-evaluate key public and private equity products in the past two years in light of market changes, and exchanged views and opinions with managers as soon as possible. understand the manager's thinking and formulate targeted service strategies, hoping to strengthen the psychological expectations of customers holding positions.
as for galaxy securities, the company relies on the advantages of more than 400 offline outlets and more than 3,900 investment consultants across the country to actively speak out online and offline to boost investor confidence, including increasing investor awareness through high-frequency companion services. , senior investment consultants will provide continuous policy explanations and market investment opportunity analysis before, during and after the market. at the same time, secondary editing and publicity of the live broadcast essence content will be carried out to increase the volume of the broadcast.
for western securities,target all types of customers accurately to help them seize market opportunities as early as possible in the early stage of the market, formulate reasonable investment strategies, and improve customer experience and satisfaction by providing various personalized investment advisory services.as for sinolink securities, the company produces a large amount of market information interpretation, market entry guides and other materials to create a companion service system for investors.
fifth, “remedial teachers” are online to strengthen investment education and protect customers.
as the current securities market continues to be hot, for many novice investors, they need to seize the time to "make up lessons" at this stage. in this context, securities companies have increased their efforts in investor education services and timely conveyed rational and objective market voices. help investors establish correct, long-term, sustainable and rational investment concepts.
overall, securities firms are actively exploring new forms, new contents, and new methods to continue to deepen the popularization of investment education knowledge, advocate rational investment, help investors correctly understand the rules of the securities market, and enhance awareness of risk prevention. this is reflected in many brokerages rely on internet channels such as douyin and video accounts to vigorously carry out live broadcasts of market interpretation. at the same time, brokerages teach investors, especially small and medium-sized investors, investment knowledge, disseminate investment experience, and remind relevant investment risks through their official websites, official wechat accounts, video accounts, and well-known media in the industry.
for new investors entering the market for the first time, gf securities exclusively launches services such as "newbie zone" and "gold rush e-point". new investors can quickly master the knowledge system of stocks, etfs, funds, bonds and other types of stocks, etfs, funds, bonds and other types of knowledge systems through the educational and entertaining market entry journey on the learning map, such as "newbie village--advanced town--city of experts", helping them quickly get started. in addition, the company has recently produced "10 functions of securities accounts", "understanding the basics of stock trading in one picture" and "how to quickly retrieve account number and password?" "guidelines for activating dormant accounts", "national day holiday arrangements", "how to open an a-share account", as well as various investment education knowledge and information guides, pictures, texts, videos, etc. such as business hours and venue information of each branch, for new and old customers. reference information.