GF Securities leads brokerage Unit to perform Jedi counterattack

The wind wheel circulates.　　Wen Swallow days of the brokerage plate finally entered the December after the first Sunday ushered in a collective outbreak. December 6 around 2:20 P.M., a number of million hands to the end of the bill to the GF Securities (000776.　　SZ) sent on the day's trading list, the final closed fixed at 50.09 yuan. The same day, in the GF-led securities trading, the entire brokerage plate also opened Hongpan, the plate index rose to 4.55%. Industrial Securities (601377.SH) rose 8.92%, Haitong Securities (600837.SH) has also risen more than 7%, while Hongyuan Securities (000562.SZ), Shanxi Securities (002500.SZ), the Yangtze River Securities (000783.SZ), Citic Securities (　　600030.SH), Everbright Securities (601788.SH) and so on five securities brokerage shares on the day the final increase of more than 4%.　　Two big good news to provide speculation subject?　　Since November 5, the Guangdong Securities rushed to 63.15 yuan after the recent high prices have fallen sharply, to December 3, only 20 trading days, its share price fell almost continuously, the lowest to 44.68 yuan, a decrease of nearly 30%.　　So what prompted the Jedi to retaliate? The market to support the December 6 day of the Securities brokerage plate rally due to the end of November to the beginning of December, the relevant departments for the securities industry, the two major policy factors, that is, the late November announced the introduction of the third batch of margin lending pilot and the Securities and Futures Commission issued on December 2 on the "　　Provisions of the schedule for the reorganization of the professional opinions of listed companies (hereinafter referred to as "provisions for completion"). "The third batch of financing and margin trial officially launched, in the long run, the expected transfer system will be able to significantly increase the financing margin business scale, enlarge the market volume, the future of the securities industry and capital markets are very great impact." In addition, the regional securities associations have issued the implementation of the "further strengthening of the Securities Company customer Service and Securities Trading Commission management work Notice" the relevant implementation rules, the Commission rate of excessive competition in the relief of the situation is worth looking forward to. "Bohai Securities in the latest published research report," the current high turnover will be to a certain extent to support the brokerage four-quarter performance, and the current securities industry is still at the bottom of the relative valuation.　　"Bohai Securities believe that Hongyuan, Huatai, Guangdong, Citic, Haitong and the Yangtze River Securities will benefit from the system." Guotai Research Institute Analyst Static also affirmed that the third batch of financing margin trial will be a positive impact on the securities brokerage plate, and frankly, "the third batch of margin test is also officially launched, which means that the financing and margin business will enter a full-scale stage." These all support the industry fundamentals continue to be good.　　"But in the last week of November, the implementation of the third batch of margin-lending trials that had been confirmed did not appear to have been transmitted immediately above the relevant sectors of the stock market." According to Guotai Statistics, November 29-December 3, the Securities Industry index yield-0.2%, relative to the Shanghai and Shenzhen 300 index of excess yield-0.7%, has been running for 4 consecutive weeks to lose the market, a stock, only Citic securities gains run to win the Shanghai and Shenzhen 300, Everbright, Guangdong and the north-east is more, and approved the third batch of securities and margin test of the trial of several brokers performance differences, in particular, the decline of more and more unexpected. December 2, the Securities and Futures Commission issued the "provisions", then again by the market interpreted as a big positive for the brokerage plate.　　It is pointed out that the above regulations are helpful to promote the market process of mergers and acquisitions, and to improve the quality and service level of securities companies, especially some large securities companies. In fact, I would like to think that today's securities brokerage plate is a oversold after the rebound. "December 6, Huangxiangbin, chief strategy analyst at Xinda Securities, told reporters under the current market environment, the other plate is obviously lack of the attraction of funds, and the securities brokerage plate before the other plate in the wheel move, but also in the absence of funds speculation, coupled with the message level of stimulation, it is subject to conditions under the circumstances,　　The abnormal movement of the brokerage plate will appear.　　GF trading behind the Spring River water heating Duck Prophet. "Compared to other securities companies, the broad price elasticity of the market overall performance is poor, the relatively large decline in the expected, and in the market conducive to good conduction, its performance will often one step."　　"December 6, a well-known private equity in Shanghai, said the securities led by the rise of the brokerage plate frankly."　　Although the securities brokerage plate on December 6 collective open Hongpan, but GF Securities, Shanxi Securities, industrial securities in one day turnover rate than its previous days to enlarge several times, of which Societe Generale exchange rate up to 18.05%, Shanxi securities up to 17.2%, and the day of the trading of the GF securities as high as 15.39%. Statistics show that the securities brokerage futures sector in the December 6 net inflow of 1.919 billion yuan to become the most popular in Shanghai and Shenzhen stock plate.　　But in the previous week's five trading days, the securities brokerage futures industry plate has a large outflow of funds, a total of 1.936 billion yuan per week net outflow. On the same day, GF Securities net inflow of 317 million yuan, including the main capital inflow of about 257 million yuan, the main inflow accounted for more than 81.08%, the net inflow of hot money to 60 million yuan.　　From the main fund seats to buy up to 330 million yuan, the same period from the main capital of the sale of seats only 73.51 million yuan, and the hot money, the amount of its buy about 170 million yuan, the amount of the sale reached 110 million yuan. This also means that on December 6, the 180 million of the total outflow of GF securities, from the sale of floating money seats more than 61%.