中信证券:此轮行情高净值人群以及企业客户的参与热情明显更高
Ge Long Hui A P P·2025-08-24 14:14

Group 1 - The current market rally shows increased participation from high-net-worth individuals and corporate clients [1] - In July 2025, A-share new accounts reached 1.9636 million, a year-on-year increase of 71% and a quarter-on-quarter increase of 19%, although still significantly lower than extreme situations in October last year and in 2015 [1] - High-net-worth individuals are shifting their focus to the equity market to invest in strategic emerging industries, as opportunities in traditional industries are relatively scarce [1] Group 2 - Corporate investment is also shifting from real industry investments to capital market investments, as evidenced by Jiangsu Guotai's announcement to use up to 12 billion yuan for entrusted wealth management and up to 1.83 billion yuan for securities investments, totaling over 13.8 billion yuan [1] - The company also announced the termination of a lithium-ion battery electrolyte project due to external conditions and industry environment changes [1] - At least 60 listed companies have announced plans to use idle funds for securities investments this year, with 8 companies planning to invest over 1 billion yuan each [1]