The stock index futures will be launched soon, and the customers of the securities business department are one of the most important potential customers in the stock index futures market. Developing these customers well is conducive to the stable development of the securities business department and stock index futures. The key to develop the stock index futures market is to subdivide, guide and educate the customers of the securities business department.
The first is customer segmentation. Because the contract design of the first stock index futures set the index multiplier higher and the margin level was higher, and the margin level of the first contract was nearly 200,000. Considering the risk, the opening capital should be about 30% of the capital entering the market. Therefore, in order to open a contract, the funds for customers to enter the market should be around 600,000 yuan. Considering that customers want to invest in the stock spot market, it is impossible to invest all their funds in stock index futures. Therefore, the securities business department should lock in the potential stock index futures investors whose funds are above 100 yuan. On the basis of this preliminary subdivision, we should consider the high risk of stock index futures and the similarity between stock index futures and warrants in some aspects. Therefore, we can further target potential customers as investors with certain risk tolerance and warrant experience.
The second is to guide customers. Since the final launch time of stock index futures has not been finalized, and the stock spot market is in full swing, most investors in the securities business department are not only interested in the stock index futures market, but also lack understanding of the futures market and its characteristics. Customer developers in the securities business department can guide customers to understand the characteristics of the futures market and grasp the market opportunities according to the close relationship between the futures market and the stock market. First, take advantage of the impact of commodity futures price fluctuations on the valuation of related listed companies, grasp the investment opportunities in the stock market, and avoid investment risks. For example, tracking the fluctuation of fuel oil futures price and correcting the valuation level of listed companies in the upper, middle and lower reaches of fuel oil; The second is to introduce the history and experience of the development of foreign stock index futures, so as to help customers get the premium opportunities of relevant index heavyweights.
The third is to educate customers. Stock index futures and stock spot investment are completely different, and also different from warrants and ETF funds. Judging from the situation of simulated trading, many customers in the securities business department regard stock index futures as stock investment, such as Man Cang operation, and do not know the stop loss, which leads to short positions. Therefore, it is a long-term job to educate and protect customers, which is to develop customers.
Dividing customers, guiding customers and educating customers are all the work of developing customers. Any negligence is not conducive to the stability of business and market.