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Core Insights - The total margin trading balance reached a historical high of 2.72 trillion yuan in January 2026, with a significant increase in new account openings and trading activity [2][3][5]. Group 1: Margin Trading Data - In January 2026, the number of new margin trading accounts opened was 190,500, a 29.5% increase from December 2025 and a 157% increase year-on-year from January 2025 [1]. - The total number of margin trading accounts reached 15.8016 million by the end of January 2026 [2]. Group 2: Market Activity and Regulatory Response - The market's recovery in profitability significantly boosted investor participation, with total trading volume in A-shares reaching new highs, including 3.64 trillion yuan on January 12 and 3.99 trillion yuan on January 14 [3]. - In response to the heightened margin trading activity, the regulatory body raised the minimum margin requirement for new financing contracts from 80% to 100%, effective January 19, 2026 [3]. Group 3: Brokerage Adjustments - Several brokerages have raised the upper limits of their margin trading business, with at least eight firms, including Huatai Securities and China Merchants Securities, adjusting their financing business scales [4][5]. - The increase in margin trading business limits reflects a broader trend of market sentiment recovery and the optimization of capital structures within the securities industry [5].