融资融券全流程指南

Core Viewpoint - The article provides a comprehensive guide on the entire process of margin trading, including business guidelines, account opening, trading procedures, and services offered by the company [2]. Group 1: Business Guidelines - The main promotional platforms for margin trading include the official website of Shenwan Hongyuan Securities, WeChat, and Xiaohongshu [4]. - The official website offers services such as data inquiry for margin trading, public information disclosure, business guidelines, contract and risk disclosure, and relevant policies [5]. - The WeChat public account provides a quick overview of margin trading, target queries, collateral queries, source queries, activity information, and research services [7]. Group 2: Margin Trading Account Opening - Customers can open a margin trading account by visiting a branch office or by pre-opening via mobile (currently limited to individual clients) [9]. - The mobile app supports pre-opening procedures, including qualification review, knowledge assessment, and credit information entry, significantly reducing the time required for in-person account opening [10]. - Required materials for in-person account opening include an ID card and optionally a bank card, with specific conditions for eligibility such as having a standard A-share securities account and a minimum average asset of 500,000 over the last 20 trading days [13]. Group 3: Margin Trading Procedures - The company provides various software for both mobile and desktop trading, including features like margin maintenance calculation and simulated trading [14][19]. - The margin maintenance calculation feature helps clients estimate the amount needed for margin calls and manage risks effectively [15]. - The simulated trading function allows users to participate in mock trading competitions and view investment details of top performers without needing a securities account [20]. Group 4: Margin Trading Services - The company offers convenient online service channels for margin trading clients through various platforms, including mobile apps and the official website [23]. - Services available include pre-opening of margin trading accounts, adjustment of credit limits, and real-time source opening for margin trading [24]. - Risk warning and notification services are provided through SMS, email, and WeChat, alerting clients about contract expirations, margin call notifications, and account openings [25].