Flash!"Condor Mao" fell over 12%, and the volume of the brokerage ETF (512000) fell more than 5%!

On September 16, the brokerage sector opened a diving, and the ingredient stocks fell in an all -round way. As of the afternoon closing, the "Bond" Oriental Wealth fell more than 12%.

[Plateima Quotes and Brokerage ETF (512000) top ten leading down declines]

On the news, on September 15, the "Opinions on Further Optimization of the Institutional Trading Costs of the Business Environment", and focused on regulating financial services charges. It mentioned that securities, funds, guarantee and other institutions were encouraged to further reduce service charges and promote the reasonable reduction in financial infrastructure to reduce transactions, custody, registration, liquidation and other expenses.

As of the afternoon closing, the market popularity towards the bidder ETF (512000) fell 5.10%, and the turnover of the market was 894 million yuan, with a volume. In the nearly two trading days, the net inflow of funds into the ETF (512000) of 147 million yuan.

[Circular inflow of funds for securities firms ETF (512000)]

[Interpretation of a number of institutions, Oriental Wealth responses: No specific notice has been received at present]

In the morning today, many institutions interpreted the Opinions.

A non -bank team in Southwest securities firms believes that the "Opinions" proposes to encourage securities, funds, guarantee and other institutions to further reduce service charges and promote the reasonable reduction in financial infrastructure to reduce transactions, custody, registration, liquidation and other costs. Therefore, the plate constitutes a sharpness.

1. It has been communicated with various securities firms, and no detailed rules have been received at present.

2. The "Opinions" is introduced. It is recommended that you fully consider the current economic and market environment. Under the prevention and control of public health prevention and control, the economic pressure is under pressure. The residents' income is expected to be disturbed. Policies can be explained at this time. However, investors are also required to note that this document is not simply aimed at securities and funds. The Opinions clearly stated that all types of financial institutions need to reduce institutional transaction costs, boost market subject confidence, and help the development of market entities.

3. It has been communicating with companies such as Dongcai, and it is currently normal.

In addition, a large -scale securities company in Shanghai believes that the title of the "Opinions" is to reduce "institutional transaction costs". This 0.7bp was not the pocket of the broker. If you further reduce the relevant rigid costs, it will help stimulate the emotional emotion. The media misunderstand is not advisable, and the wrong killing brings a chance to buy.

At present, the Oriental Wealth has responded that the company has not received a notice from specific policy arrangements. At the same time, the company's commission rate stays at a level of 2.5 per 10,000. The above -mentioned people also said that the company's current operation is normal. Today's stock price performance may be a problem in the market environment. The stock price performance of other companies in the same industry today is not particularly good.

[The performance of the second quarter of the securities firms has been significantly improved from the previous quarter.

In the first half of the year, the brokerage industry achieved a total operating income of 247.53 billion yuan, a year -on -year decrease of 19.23%; the net profit was 71.373 billion yuan, a year -on -year decrease of 27.35%. The growth rate of 15 operating income is higher than the industry, and the net profit growth rate of 7 returns to the mother exceeds the industry. The growth rate of the growth rate, on the one hand, has declined with the performance of investment subsidiaries in its subsidiaries, on the other hand, it is dragged down by the performance of international financial market fluctuations.

However, in the second quarter, it improved significantly in the second quarter. In the second quarter, the total net profit achieved a net profit of 48.452 billion yuan, a significant increase of 111.39%month -on -month. In the first half of the year, CITIC Securities ranked first in the industry with a net profit bureau of 11.196 billion yuan, which was nearly twice the second place, which further opened the distance. The four companies have achieved growth, but at the same time, some brokerage companies have declined by more than 100%, which is obviously deviated from the industry average.

Eastern Securities released a research report stating that the performance of the interim report was released, the performance of the 2Q brokerage firms has improved significantly, and the upward turning point has appeared. Considering the low base in the second half of the year, the securities firms have passed by. The valuation of the sector is still at the bottom, and it has the dual foundation of market liquidity and policy. It has obvious elastic advantages in many low valuation sectors and high cost. It is recommended to lay out the opportunity of funds for the waiting sector on the left to obtain the backup space for the later period.

Central Plains Securities believes that after full adjustment, the overall operation of the industry's overall business return is normal, and the securities firm index has the potential to once again challenge the high point of rebound in June. Based on the latest changes in various elements of the market, it is expected that the overall operating performance of the parent company of the securities firm company in August 2022 will rise to a relatively high level since this year. It is recommended to actively maintain the medium and long -term attention of the brokerage sector, and the configuration of the low valuation in the sector in the second quarter performance of small and medium -sized market value stocks that have significantly improved in the second quarter.

- END -