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融资融券模拟交易功能
Core Viewpoint - The article introduces the financing and securities simulation trading features of the Shenwan Hongyuan Dawang APP and Shenwan Hongyuan Shencai Youdao APP, highlighting the functionalities and user engagement aspects of the platform. Group 1: Supported Platforms - The system can be accessed via mobile apps, specifically using Shenwan Hongyuan Shencai Youdao as an example [3]. Group 2: Simulation Trading Features - Users can create and delete simulated trading portfolios, starting their simulation trading journey with an initial fund of 2 million, and a credit limit of 4 million [6][10]. - The platform supports various trading functionalities including collateral buying and selling, margin buying, short selling, and order management [10]. Group 3: Performance Tracking - Users can view their portfolio's performance through features that display profit curves, rebalancing records, and asset distribution [12]. - The platform includes a leaderboard for portfolio performance, allowing users to follow others and track their trading activities [14]. Group 4: Portfolio Details - Detailed portfolio information includes daily and monthly returns, total returns, and performance metrics such as win rate and maximum drawdown [18]. - For example, one portfolio showed a total return of 558.308% and a daily increase of 3.37% [18].
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, and services related to margin trading [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, 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]. - The Xiaohongshu account also offers introductions to margin trading and research services [8]. Group 2: Opening Margin Trading Accounts - Customers must visit a branch office to open a margin trading account, although pre-registration via mobile is available for individual clients [10]. - The Shenwan Hongyuan Dajiang APP and Shenwan Hongyuan Shencai Youdao APP support mobile pre-registration, allowing clients to complete qualification checks, knowledge assessments, and credit information entry [11]. - Required materials for on-site account opening include an ID card and optionally a bank card, with specific conditions for eligibility [14]. Group 3: Margin Trading - The company provides various software for trading, including mobile and desktop versions, along with features like margin maintenance calculation and simulated trading [13][15]. - The margin maintenance calculation feature helps clients estimate the amount needed for margin calls and manage risks [16][18]. - The simulated trading function allows users to participate in mock trading competitions without needing a securities account [22]. Group 4: Margin Trading Services - The company offers convenient online service channels for margin trading clients through various platforms [25]. - Services available online include pre-opening of margin trading accounts, adjustment of credit limits, and real-time source opening [26]. - Risk warning and notification services are provided through SMS, email, and WeChat, alerting clients about contract expirations and account risks [27].
2025迎“牛友”!你值得长期信赖的一流投资银行与投资机构
申万宏源证券上海北京西路营业部· 2025-06-13 02:10
Core Viewpoint - The article promotes exclusive financial services and investment opportunities for new customers of Shenwan Hongyuan, emphasizing limited-time offers and various benefits for participants [2][12]. Group 1: Exclusive Financial Services - New customers can access a range of exclusive financial services, including a pledge-style repurchase business with a validity of 30 days for financial coupons [15][16]. - The "New" Enjoy Investment Advisory Service offers a three-month trial of standardized advisory services valued at 1194 yuan [4][12]. - Participants can experience Level-2 market data for both A-shares and Hong Kong stocks for three months, valued at 78 yuan [6][7]. Group 2: Special Features and Indicators - The article introduces three unique indicators designed to assist in decision-making: "Sniper Wave," "Wealth Ladder," and "Magical Nine Turns," each available for one month [4][12]. - Customers whose assets reach 10,000 yuan for the first time during the event will receive a Level-2 Gold Edition and the three special indicators for one month, valued at 534 yuan [11][12]. Group 3: Engagement and Participation - To participate, customers must download and log into the Shenwan Hongyuan Shen Cai You Dao APP and complete the necessary authentication [2][12]. - Each eligible customer can only receive and use the new customer financial rights once, and the offer is limited to those who add the company's employee WeChat and complete the certification [16].
2025迎“牛友”!你值得长期信赖的一流投资银行与投资机构
Core Viewpoint - The article promotes exclusive financial services and investment opportunities for new customers of Shenwan Hongyuan, emphasizing limited-time offers and various benefits for participants [2][12]. Group 1: Exclusive Financial Services - New customers can access a range of exclusive financial services, including a standardized investment advisory service valued at 398 yuan per month, with a three-month trial available [4]. - Participants can also experience Level-2 market data for both A-shares and Hong Kong stocks, valued at 78 yuan for a three-month trial [6][7]. Group 2: Special Indicators and Tools - The article introduces three unique indicators designed to assist in decision-making: "Sniper Wave," "Wealth Ladder," and "Magical Nine Turns," each available for a one-month trial [4]. - New customers with assets reaching 10,000 yuan can receive a Level-2 Gold version and the three special indicators for one month, valued at 534 yuan [12]. Group 3: Live Streaming and Educational Content - Customers can enjoy free access to live streaming sessions and courses, featuring expert analysis and market reviews, enhancing their investment knowledge [9][10]. - The content includes daily market summaries, monthly trends, asset allocation strategies, and investment education [10]. Group 4: Participation Rules and Limitations - The program is limited to new customers who complete the necessary authentication and is available on a first-come, first-served basis [15][16]. - Each eligible customer can only participate once, and the financial benefits are subject to specific usage conditions, including a 30-day validity period for certain financial vouchers [15][16].
2025迎“牛友”!你值得长期信赖的一流投资银行与投资机构
Core Viewpoint - The article promotes a series of exclusive financial services and investment opportunities for new customers of Shenwan Hongyuan, emphasizing limited availability and the need for early participation [1][16]. Group 1: Exclusive Financial Services - New customers can access a range of exclusive financial services through the Shenwan Hongyuan Shen Cai You Dao APP, including a pledge-style repurchase business with a validity of 30 days for financial coupons [15][16]. - The "New Enjoy" investment advisory service offers a three-month trial worth 1194 yuan, providing standardized advisory services valued at 398 yuan per month [5]. - Customers can experience three unique indicators designed to assist in decision-making, valued at 336 yuan for one month each [6]. Group 2: Market Insights and Tools - The "New Enjoy" service includes access to Level-2 market data for both A-shares and Hong Kong stocks, with a three-month trial valued at 78 yuan [7]. - Customers can enjoy free access to live streaming and courses through the "Winner Live" platform, enhancing their market knowledge [9]. - High-quality expert videos covering market analysis, monthly trends, and investment strategies are available to help customers navigate the investment landscape [10]. Group 3: Participation Rules and Conditions - To qualify as a "Bull Friend," customers must complete account opening and experience value-added services within the Shenwan Hongyuan mobile APP [12]. - Each customer can only participate once in the promotional activities, and benefits are not cumulative with similar activities from other channels [13][14]. - The new customer financial rights are limited and available on a first-come, first-served basis, with specific conditions regarding eligibility and usage [15][16].
端午祝夏安丨2025端午节休市安排(内附假期闲钱理财攻略)
Core Viewpoint - The article emphasizes the benefits and strategies of participating in government bond reverse repos, particularly during the upcoming Dragon Boat Festival holiday, highlighting the potential for fixed interest income with low risk [3][11]. Summary by Sections Government Bond Reverse Repo Overview - Government bond reverse repo is essentially a short-term loan where individuals lend their funds to earn fixed interest, with government bonds used as collateral by the borrower [3]. - The safety of government bond reverse repos is considered equivalent to that of government bonds, making it an attractive option for idle funds [3]. Interest Calculation Days - The interest calculation days are based on the actual days the funds are occupied, from the initial settlement date to the maturity settlement date [4]. Dragon Boat Festival Reverse Repo Strategy - A detailed table outlines the participation dates, product terms, available fund dates, withdrawal dates, and interest calculation days for various reverse repo options during the Dragon Boat Festival [5][10]. - For example, a 4-day term starting on May 26 will have funds available on June 3, with a total of 7 days of interest [5]. Participation Pathways - Investors can participate in government bond reverse repos through the Shenwan Hongyuan Shen Cai You Dao APP by navigating to the reverse repo section [6]. Tips for Participation - The minimum investment for government bond reverse repos starts at 1,000 yuan, with various term options available for selection [8]. - It is advisable to execute a 1-day reverse repo transaction two days before the market closure to earn holiday interest without affecting other account operations [8]. Introduction to Baolixin/Baoliyuan - Baolixin/Baoliyuan represents a quote repo business on the Shenzhen Stock Exchange, where Shenwan Hongyuan Securities uses its own assets as collateral to borrow funds from qualified investors, returning the principal and interest upon maturity [11].
申万宏源证券企业微信丨官方认证值得信赖(附添加及认证方式)
Core Viewpoint - The article emphasizes the importance of using the official WeChat account of Shenwan Hongyuan Securities for secure and professional financial services, highlighting the need for customer identity verification to prevent fraud [2][26]. Group 1: Adding Official WeChat - Customers can add the official WeChat account of Shenwan Hongyuan Securities through various methods, including accepting friend requests from dedicated account managers [5][6]. - Another method involves using the Shenwan Hongyuan Shen Cai You Dao APP to add the official WeChat by navigating to the "My" section and selecting "My Account Manager" [14][15]. - Customers can also scan a QR code or use the business card of the account manager to add the official WeChat [20][21]. Group 2: Customer Identity Verification - After adding the official WeChat, customers are encouraged to complete identity verification to enhance service security and prevent impersonation by fraudsters [26]. - Verification can be done through a link sent by the account manager or via the Shenwan Hongyuan Shen Cai You Dao APP [28][29]. - Customers can also verify their identity through the official WeChat public account by navigating to the account management section [36][40].
申万宏源证券企业微信丨官方认证值得信赖(附添加及认证方式)
Core Viewpoint - The article emphasizes the importance of using the official WeChat account of Shenwan Hongyuan Securities for secure and professional financial services, highlighting the need for customer identity verification to prevent fraud [3][30][40]. Group 1: Service Offerings - Shenwan Hongyuan Securities provides one-on-one exclusive services through its official WeChat account, including welfare activity reminders, online consultation, and rich informational content [19][30]. - Customers can add their dedicated account managers via WeChat to receive personalized services [8][19]. Group 2: Adding Official WeChat - Customers can add the official WeChat account by accepting a friend request from their account manager or by scanning a QR code [8][11][22]. - There are multiple methods to add the official WeChat, including through the Shenwan Hongyuan Shen Cai You Dao APP and by scanning the account manager's business card [16][21][40]. Group 3: Customer Identity Verification - After adding the official WeChat, customers are invited to complete a customer identity verification process to enhance service security [30][31]. - Verification can be done through links sent by the account manager or via the Shenwan Hongyuan Shen Cai You Dao APP [34][40].