券商股走高 中證金融下調證券公司保證金比例
格隆匯4月11日丨興業證券、東方證券雙雙拉昇升超4%,信達證券、湘財股份升超2%,國盛金控、廣發證券等紛紛衝高。消息面上,為進一步降低證券公司轉融通業務成本,提升行業資金使用效率和保證金精細化、差異化管理水平,2023年4月10日,中證金融下調證券公司保證金比例。中金公司認為,轉融通新規通過優化轉融通機制,促進全市場多空平衡,進一步健全資本市場基礎交易制度。新規實現了全市場轉融券業務模式的整合統一,重點將科創板、創業板行之有效的轉融券優化措施推廣到主板,有助於推動資本市場高質量發展。信達證券認為,隨着國內券商對結算風險的把控能力逐步提升,下調結算備付金比例有助於充分發揮券商的配置能力,合理調配公司資金,緩解流動性壓力,從而提升股東收益率。從長期來看,結算備付金比例有望隨着券商經營能力的提升持續調整,為證券行業帶來進一步的發展空間。

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