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it’s hot on the court and busy off the court too!

according to a reporter from china securities journal, some securities firms were extremely busy with investors opening accounts during the national day holiday. because the market was not expected to be so hot before, some brokerages were unable to redeploy their manpower and had to send additional manpower to work overtime during the holidays.

the participants in this round of bull market are somewhat different from those in the past. judging from the structure of the people who opened accounts, some securities dealers said that among the people who opened accounts this time, there were many "village people". the post-90s and post-00s accounted for a large proportion, and the post-80s generation was very small. analysts believe that these people may be attracted by self-media and open accounts in the stock market.

before the long holiday, some netizens joked, "national day is for you to raise money, not for a holiday!" so, how big is the potential of this wave? brokerage china reporters learned from some brokerages that many old investors actually sold stocks on september 30, and the brokerage margin balances are still rising. if the market deepens, these are the market potentials.

"village people" account opening

social changes are often unexpected. this time, all the “villagers” came to open accounts. according to the china securities journal, brokers have been extremely busy in the past few days and did not expect that so many people would open accounts. so, where do these people come from? what about the age structure?

according to some brokerage sources, there are many "village people" among the people who opened accounts this time. there are more people born in the 1990s, and the people born in the 1990s and 2000s account for a larger proportion. there are very few people born in the 1980s, and there are also relatively few older people. an insider said: "all kinds of villagers are now opening accounts. it's very, very strange. i have never seen this before in many years of working in the industry. it is probably caused by self-media and diverting traffic through douyin. the amount of funds should not be too large."

what’s more interesting is that according to a reporter from brokerage china, villagers are not as good at stock trading as industry insiders imagine. they are very good at introducing some of the thinking of "playing cards" into stock market operations, and they often operate in groups. that is to say, on the one hand, they like to buy stocks with high flexibility and choose familiar leading stocks. for example, this time the villagers in a certain place bought white horse stocks on the gem (most of them cannot buy stocks on the beijing stock exchange due to the capital threshold). and stocks on the science and technology innovation board); second, villagers who have already invested in stocks will bring latecomers to discuss it; third, they are also afraid of heights. last friday, the reporter learned that these villagers (investors) also made some moves to lighten their positions.

there is also funding potential

so, how big will the funding potential be? from multiple dimensions, although friday’s transactions hit a record high, funding may not be a problem yet.

first of all, according to the china securities journal, the bank-securities transfers of some securities firms have soared dozens of times in the past few trading days, and the margin balances have also continued to increase (which may be because some old investors are gradually selling). if the market continues to rise, , these are potential funds.

in addition, the bear market mentality of many investors may not have been completely reversed, and the mentality of selling to get back the capital may still exist. judging from the trend of individual stocks, in fact, many stocks still underperformed the index this round, which also means that many participants may not have returned their capital. if the market remains strong, bull market thinking may intensify, and a reluctance to sell may begin to emerge.

secondly, from the perspective of leverage level, the financing balance on september 27 was only 1.3847 billion yuan. according to brokerage china reporters, financing rose rapidly on monday (september 30), and some brokerages urgently mobilized funds to meet financing needs on september 30. it can be said that there was a rapid increase in financing that day. industry insiders estimate that the growth in financing balance on that day may reach a level of 60 to 70 billion. but even so, the leverage level of the entire market is still at a medium to low level. the peak level in 2015 had 30 trading days exceeding 2 trillion.

third, according to minsheng securities, the net subscription scale of etfs continued to rebound significantly month-on-month. among them, csi 300, csi 1000, csi 500 and other areas were significantly net subscribed. correspondingly, the activity of the two financial institutions and the northbound market rebounded significantly. this means that under the catalysis of last week’s policy combination, various participants all have significantly increased their positions in a shares. in terms of rhythm, etfs and northbound funds are likely to start buying a-shares in large quantities from tuesday, while participants represented by liangrong will mainly buy heavily starting from last friday. pay attention to the continuity of subsequent etf and northbound capital inflows and the two the extent to which participants represented by rongwei cover their positions.