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问佣金,问两融,券商咨询小高峰,调研:尚温和状态,不及924
Feng Huang Wang· 2025-08-18 22:30
Group 1 - The core viewpoint of the article highlights a significant increase in online customer consultations at brokerage firms, driven by rising market activity and a focus on commission adjustments [1][3][4] - Investors are primarily inquiring about commission reductions as brokerages compete to attract new clients with lower fees, leading to a surge in requests for commission adjustments [4][9] - There is a notable increase in inquiries related to basic account operations, such as fund transfers and app functionalities, indicating a growing interest in trading various products [4][5] Group 2 - Margin trading (two-way financing) inquiries and account openings have also risen, with experienced investors becoming the main drivers of this trend [5][6] - Brokerages are enhancing risk management for margin trading, ensuring strict reviews of clients' credit histories and trading records to mitigate potential losses [6] - Fund sales are experiencing a revival, particularly in equity products, as investor confidence increases and more clients actively seek fund investment opportunities [7] Group 3 - Overall, the influx of funds into the market is characterized as moderate, with seasoned investors showing a strong willingness to invest, while new investors remain cautious [8] - There is a noticeable preference among investors for small-cap stocks, which are perceived to offer greater potential for returns during market upswings [8] - Competition among brokerages for clients is intensifying, with increased marketing efforts and a focus on low commissions to attract and retain customers [9]
问佣金 问两融 券商营业部线上咨询小高峰 调研:尚处温和状态 不及924爆发式
智通财经网· 2025-08-18 13:17
Group 1 - The surge in market activity has led to a peak in customer inquiries at brokerage firms, primarily through online channels rather than in-person visits [1][3][4] - Investors are focusing on actual trading needs, with commission adjustments being the main topic of discussion as brokerages lower fees to attract new clients [4][9] - There is a notable increase in inquiries regarding basic account operations, such as fund transfers and app functionalities, reflecting a growing interest in various trading permissions [4][5] Group 2 - Margin trading inquiries and account openings have risen significantly, with experienced investors driving this trend due to their familiarity with leveraging tools [5][6] - Brokerages are enhancing risk management for margin trading, ensuring strict reviews of clients' credit histories and trading records [6] - Fund sales are experiencing a revival, particularly in equity products, as investor confidence grows and they show increased interest in fund performance and sector growth [7] Group 3 - Overall market participation is characterized by a moderate increase in capital inflow, with seasoned investors showing a strong willingness to invest compared to newer, more cautious entrants [8] - Investors are favoring small-cap stocks over large-cap stocks, as they seek higher returns during market upswings [8] - Competition among brokerages is intensifying, with increased client mobility and a focus on low commission rates to attract and retain customers [9]
券商营业部迎咨询高峰?最新调研:尚不及“924行情”
财联社· 2025-08-18 13:08
伴随行情增长而来的是,券商营业部迎来了客户咨询高峰。与此前"924行情"线下热闹场景不同,此次咨询热潮主要集中在线上渠道。 据多家券商营业部从业人员反馈,近期线上客服对话窗口持续忙碌,咨询电话及企业微信沟通量较平日大幅增加。 从咨询内容看,投资者聚焦实际交易需求,佣金调整成为核心热点。因市场升温券商纷纷以低佣金吸引新客户,大量投资者在被营销后联系 所在券商要求降佣,这一需求占据了客户咨询的绝大部分比例。 基础账户操作咨询同样增幅明显,银证转账、密码找回、手机App功能使用等问题耗费不少人力。权限开通咨询热度不减,科创板、创业板 开通条件,北交所、港股通、沪伦通等交易权限办理方式,成为新老投资者共同关注的焦点,反映出行情带动下投资者对更多交易品种的参 与意愿。 与此同时,两融业务咨询量与开通量同步攀升,老股民因具备交易经验及资产条件成为主力,融资规模增长显著,而券商也在加强风险管 控。券商投顾也纷纷表示, 基金销售回暖,权益类产品受追捧,投资者风险偏好上升。资金入市整体呈温和增长,老股民入金积极,交易 偏好中小盘股,券商客户争夺亦日趋激烈。 另记者了解来看, 从客户结构来看,当前新入市客户的情况仍属相对温和。自 ...