Group 1 - Chinese brokerage stocks saw significant gains, with Zhongzhou Securities rising by 11.91% to HKD 3.1, Guolian Minsheng up by 7.4% to HKD 7.11, CITIC Securities increasing by 6.59% to HKD 14.56, and CICC rising by 5.67% to HKD 22.38 [1] - In July, non-bank financial institutions' deposits increased by CNY 2.14 trillion, a year-on-year increase of CNY 1.39 trillion, indicating a structural change in fund flows as residents shift funds to financial markets [1] - The balance of margin financing and securities lending surpassed CNY 2 trillion, reaching a ten-year high, reflecting high market trading sentiment [1] Group 2 - Analysts suggest that the increase in margin financing indicates a rising risk appetite in the market, with brokerage sector net asset returns entering an upward phase [1] - The current performance of brokerages is expected to exhibit stronger stability and sustainability, driven by a positive cycle of market conditions, expectations, and performance [1]
中资券商股午前涨幅扩大 7月非银存款激增激增2.14万亿 居民存款入市信号增强
Zhi Tong Cai Jing·2025-08-15 03:48