两融新开154万户创近十年新高！总户数较2016年接近翻倍

智通财经网01-12

2025年我国资本市场融资融券业务大幅增长，成为市场活跃度提升的核心风向标。数据显示，2025年全年新开两融账户达154.21万户，如何看待这一数字？154.21万户创下近十年以来的最高纪录，较2024年增加了53.36万户，增幅超52%，较2018年的阶段性低点40.34万户增长近3.8倍。2025年末两融账户总数突破1564万户，较2024年末实现跨越式增长。截至2025年末，全市场融资余额从...

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href=http://www.zhitongcaijing.com/content/detail/1391514.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2025年我国资本市场融资融券业务大幅增长，成为市场活跃度提升的核心风向标。数据显示，2025年全年新开两融账户达154.21万户，如何看待这一数字？154.21万户创下近十年以来的最高纪录，较2024年增加了53.36万户，增幅超52%，较2018年的阶段性低点40.34万户增长近3.8倍。2025年末两融账户总数突破1564万户，较2024年末实现跨越式增长。截至2025年末，全市场融资余额从...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1391514.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0531971595.HKD","symbol_name":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) 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The total number of households nearly doubled compared with 2016","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300274":1.85,"300308":1.88,"300476":1.85,"300750":1.85,"600030":1.85,"601211":1.85,"601881":1.85,"688256":1.85,"688981":1.85,"02611":1.85,"03750":1.85,"CIIHY":1.85,"002945":1.87,"06030":1.85,"00981":1.85,"CGXYY":1.85,"06881":1.85},"content_text":"2025年我国资本市场融资融券业务大幅增长，成为市场活跃度提升的核心风向标。数据显示，2025年全年新开两融账户达154.21万户，如何看待这一数字？154.21万户创下近十年以来的最高纪录，较2024年增加了53.36万户，增幅超52%，较2018年的阶段性低点40.34万户增长近3.8倍。2025年末两融账户总数突破1564万户，较2024年末实现跨越式增长。截至2025年末，全市场融资余额从2024年末的1.85万亿元升至2.52万亿元，增幅超36%，投资者参与两融业务的热情高涨。从时间维度看，2025年两融开户节奏稳健且下半年发力明显，9月以20.54万户创下全年单月新高，8月、3月、11月、12月新开账户数均超14万户。这一增长态势是市场需求与券商布局共振的结果，全年行业两融业务增幅集中在25%-40%，头部券商与区域中型券商各展优势，多家券商上调业务规模上限以承接需求。资金流向呈现鲜明导向，硬科技与高端制造业成为核心赛道，硬件设备、半导体、电气设备等行业融资净买入占比显著，新易盛、中际旭创等科技类龙头企业备受青睐，资金配置与国家产业升级方向高度契合，展现出杠杆资金对优质核心资产的坚定偏好。2025年两融新开账户数创近十年新高2025年A股市场融资融券业务活跃度显著提升，新开两融账户数创下近十年以来的最高纪录。数据显示，全年新增两融开户数达154.21万户，截至2025年末，全市场两融期末账户总数突破1500万户大关，达到1564.02万户，较2024年末的1435.93万户实现大幅增长。从年度数据对比来看，2025年的新开账户数远超此前十年水平。2016-2024年期间，两融新开账户数最高值为2020年的104.52万户，而2025年的新增规模较这一峰值提升约47.5%，较2024年的100.85万户增长超52.9%，增长势头强劲。分月度表现来看，2025年两融开户下半年发力明显。9月表现最为突出，当月新开账户数达20.54万户，为全年单月最高；8月新开账户数也突破18万户，达18.3万户。此外，3月、11月、12月的月度新开账户数均超过14万户，分别为14.45万户、14.07万户和14.71万户，其余月份新开账户数均保持在7万户以上，整体开户节奏稳健。券商两融业务多点开花两融业务的增长是市场需求与券商积极布局共振的结果。财联社记者通过多方调研了解到，2025年不同规模券商的两融业务均呈现显著增长态势，行业整体增幅集中在25%-40%区间。其中，头部券商凭借资金实力与客户资源优势表现尤为突出，区域中型券商则发力迅猛，部分机构融资余额增幅高达三四成，展现出差异化竞争格局下的共同繁荣。面对持续升温的市场需求，券商纷纷调整业务规则以抢占市场份额。据统计，2025年内至少有8家券商先后上调融资类业务规模上限，包括长江证券(000783.SZ)、东方证券(03958)、华泰证券(601688.SH)、招商证券(06099)等头部机构，以及浙商证券(601878.SH)、华林证券(002945.SZ)等中小券商；东吴证券(601555.SH)1家则针对性调整融资融券业务授信总规模，进一步满足客户需求。值得注意的是，为合理把控融资额度，部分券商采取了“限流”措施。9月华林证券宣布自10月13日起，将沪深交易所标的证券融资保证金比例调整至100%，存量合约按原比例执行，这是华林证券在提高两融规模上限后的限流举措；8月国金证券已率先调整除北交所以外标的证券的融资保证金比例至100%。两家券商的举措既体现了对业务风险的审慎态度，也从侧面印证了当前市场融资需求的火热程度。券商融资费率跌破4%融资融券业务的火热，也带来利率竞争持续升级，行业融资利率下限进一步下探，符合条件的投资者可申请到3.5%的年化专项利率，较行业默认利率降幅显著。据业内最新数据显示，目前券商两融业务默认融资利率普遍在4%-5%区间，而通过协商，不同资金量、交易活跃度的投资者可获得阶梯式利率优惠，4%以下低利率已成为头部券商争夺优质客户的重要抓手。记者了解到，利率优惠主要集中在中信证券(06030)、国泰海通证券(02611)、银河证券(06881)等头部券商。其中，国泰海通对新开通两融且满足50万资金门槛、承诺月均20万元以上融资交易额的投资者，首3个月利率可低至3.5%，后续稳定交易可长期维持3.8%以下；中信证券针对账户日均资产100万以上客户，可协商3.5%-3.8%的长期利率；银河证券则对500万以上高净值客户推出3.5%的专属利率，资金量达1000万时利率甚至可低至2.78%。值得注意的是，当前4%以下的低利率均为专项优惠政策，需通过券商客户经理专属渠道申请，直接在券商APP自行开户无法享受该福利。券商在制定利率时，会根据投资者资金量、交易频次、开户渠道综合定价，资金规模越大、交易越活跃，协商低利率的筹码越足，50万-100万资金量的普通投资者，通过客户经理沟通也可将利率调整至4%左右。杠杆资金流向明确，硬科技与制造业成核心赛道从行业分布来看，2025年融资资金呈现鲜明特征，硬科技与高端制造业成为资金追捧的核心赛道。融资净买入前十行业中，硬件设备以1717.20亿元的融资买入额和3643.58亿元的融资余额稳居首位，成为两融资金最青睐的领域；电气设备、半导体分别以792.97亿元、772.19亿元的融资买入额位列二、三位，融资余额均超过1800亿元。有色金属、机械、汽车与零配件、化工等制造业领域也获得资金重点配置，融资买入额均超过350亿元；医药生物、软件服务、银行等行业同样跻身前十，显示出融资资金在重点布局高端制造的同时，也兼顾了消费与金融等领域的配置需求。从行业分布可以看出，两融资金的流向与国家产业升级方向高度契合。个股方面，科技类企业成为融资买入的焦点。新易盛以177.36亿元的融资买入额位居榜首，融资余额达203.26亿元；中际旭创(300308.SZ)、胜宏科技(300476.SZ)紧随其后，融资买入额均超过150亿元；宁德时代(03750)作为新能源行业龙头，融资买入额达151.90亿元，融资余额216.22亿元，位列第四。寒武纪-U(688256.SH)、中芯国际(00981)等集成电路企业，阳光电源(300274.SZ)等光伏设备企业也纷纷跻身前十，彰显出资金对核心技术与产业链龙头企业的高度认可。从所属行业来看，前十个股主要集中在通信设备、电子元件、集成电路、光伏设备、工业机械等领域，与融资净买入前十行业的分布高度契合，进一步凸显了资金对科技制造赛道的偏好。这些个股多为行业龙头企业，具有较强的技术优势和市场竞争力，成为投资者通过两融杠杆放大收益的重点标的。本文转载自财联社；智通财经编辑：陈筱亦。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2602957715","isCrawlerRequest":true}