新增近2015万户！A股前三季新开户数出炉 什么信号？

Core Insights - In September 2023, the number of new A-share accounts opened on the Shanghai Stock Exchange reached 2.9372 million, marking a month-on-month increase of 10.83% from August and a year-on-year growth of 60.73% compared to September 2022 [1][3][5] - The total number of new accounts opened in the first three quarters of 2023 reached 20.1489 million, a 49.64% increase from the same period in 2022 [1][4][5] New Account Data - The new accounts in September included 2.9263 million individual accounts and 10,900 institutional accounts, with institutional accounts surpassing 10,000 for the first time this year [3][5] - September's new account figure is the second highest monthly total for 2023, following March's 3.0655 million [1][3] Market Performance - The three major indices in A-shares all recorded gains in September, with the ChiNext Index rising over 12% [3][7] - As of September 30, 2023, the Shanghai Composite Index was at 3,882.78 points, up 0.64% for the month, while the Shenzhen Component Index and ChiNext Index saw increases of 6.54% and 12.04%, respectively [7] Brokerage Industry Outlook - The increase in new accounts is closely linked to the active performance of the A-share market in September [7] - The average daily trading volume in the third quarter reached 1 trillion yuan, a year-on-year increase of 117%, with margin financing balances hitting a record high [7][8] - Dongguan Securities projected a revenue of 2.344 to 2.591 billion yuan for the first nine months of 2023, reflecting a year-on-year growth of 44.93% to 60.18% [7][8]