昨日一跌跌出中信证券(600030,股吧)巨亏传言 Yesterday a stumble out of citic securities(600030,Shares it)Giant kui rumours

　　记者 钱晓涵 刘伟

Reporter QianXiaoHan liu wei

　　毫无征兆，风光无限的券商股昨日齐刷刷地跳下了水。

Without warning，Unlimited scenery of dealers JiShuaShua yesterday to jumped off the water。

　　跌幅榜上，-9.55%、-9.3%、-8.79%、-8.62%，就连龙头的股价亦重挫9.1%。

Fall on the list，-9.55%、-9.3%、-8.79%、-8.62%，Even leading shares also badly hit 9.1%。

　　券商股跳水也诱发A股大跌 。截至收盘，上证综指收报2136.08点，跌幅1.51%，深成指收报9039.22点，跌幅2.15%。

Brokers shares also diving evoked A shares plummeted 。By the closing，The Shanghai composite index finished at 2136.08 points，Fall 1.51%，Shenzhen composition index finished at 9039.22 points，Fall 2.15%。

　　市场传言接踵而至。盘后有消息称，中信证券海外投资巨亏29亿元、高管被带走是诱发投资者疯狂抛售券商股的重要原因。然而，中信证券有关人士很快就否认了这种说法，“这些传闻都不属实，关于今天的大跌我们也在找原因，中信证券一切正常”。这位人士称，中信证券在海外的资金一共30亿元左右，但是分散在保险、资产管理、基金、投行等各个领域，所谓巨亏29亿元的情况，是不可能发生的，公司股价大跌可能与有人融券做空有关。

Market rumours that follow。After dish sources，Citic securities overseas investment giant kui 2.9 billion yuan、Executives were taken away to be to cause investors crazy selling the important reasons for brokers shares。however，Citic securities authorities quickly denied this，“These rumors are not true，About today's crash we also looking for reason，Citic securities everything was normal”。The person said，Citic securities in overseas funds altogether 3 billion yuan，But scattered in insurance、Asset management、fund、Investment Banks, and other fields，The so-called giant kui 2.9 billion yuan，Is not possible，The company shares tumbled securities do with someone may be empty relevant。

　　分析师认为，券商股之所以出现跳水，主要还是与传统业务表现不佳有关。由于上半年股市成交量急剧萎缩，令券商最为核心的收入来源经纪业务出现明显下滑。创新业务原本是券商股的最大看点，但考虑到现阶段创新业务贡献的利润，难以弥补传统业务下滑产生的窟窿，券商股对投资者的吸引力大大减弱。

Analysts believe，Brokers shares appear diving，Main or and traditional business related to poor performance。Because the stock market turnover shrinking sharply in the first half，To most core source of income securities brokerage business appear clearly weakening。Innovation is the original of the business brokers biggest attraction，But considering the present innovation business contribution to the profit，Hard to make up for the traditional business from the hole in decline，Brokers shares attractive to investors greatly abate。

　　“业绩能比较明确地说明券商板块下跌的原因。”一位投资经理向记者表示，市场预期三季度的业绩比较差，不少券商甚至将面临亏损。更为重要的是，今年上半年券商股一路高歌猛进，累积了较大涨幅，在业绩不能兑现的情况下，估值已然偏高，股价回落也在情理之中。

“Performance can more clear that brokers plate falling reasons。”An investment manager told reporters，Market expectations of a poor performance in the third quarter，Many brokers even will face losses。Even more important，In the first half of this year brokers government-orchestrated onslaught of all the way，The larger accumulated increase，In performance can't cash，Valuations have high，Also in reason share prices fell。

　　“券商股大跌和市场情绪也有一定关联，投资者对市场未来尤其是下半年看法比较谨慎，而券商股作为业绩弹性比较大的板块，会首先作出反应。”证券专题研究员蔡世峰博士指出，券商股大跌属于正常的投资者情绪映射。

“Brokers shares plummeted and market sentiment has some relevance，Investors in the second half of the future market especially view more cautiously，And brokers shares as performance flexibility is bigger plates，First to make the response。”Researcher dr CaiShiFeng securities project said，Brokers shares plunge belongs to the normal mapping of investor's emotion。

　　从券商7月经营数据来看，19 家上市券商7月实现净利润6.84 亿元，环比下降63%，同比下降60%。“行情不好，在月度数据上已经反映出来，虽然政策方面比较有支持，但由于其属于强势板块，在大势向下时向下风险比较大。”业内人士指出，8月有大量券商限售股解禁，也对券商板块形成一定利空。数据显示，8月份前后，19家上市券商中有6家券商限售股解禁，是下半年解禁压力较大的月份。

From July to see the business data brokers，19 listed brokers July 684 million yuan net profit，Annulus comparing fell 63%，60% year-on-year drop。“Market is bad，In the monthly data has been reflected，Although policy has more support，But because of its belong to a strong plate，Down in half when venture bigger down。”Industry insiders point，August have a large number of brokers limited sales lifted shares，Also of securities dealers plate forming must be bad。Data shows，Before and after August，19 listed in the securities have six brokers limited sales lifted shares，The second half is lifted pressure great month。

　　作为上半年最为强势的板块之一，券商股昨日出现深幅调整，令不少投资者深感担心。上海证券交易所昨日盘后发布的交易公开信息显示，西南证券(600369,股吧)是昨日唯一上榜的券商，卖出前三交易席位均为机构，合计卖出4577万元，占当日总成交金额的24%。

As one of the most powerful in the first half of the plates，Brokers shares appeared yesterday of deep adjustment，To many investors deeply worried。Shanghai stock exchange yesterday after the public release plate trading information display，Southwest securities(600369,Shares it)Yesterday the list is the only brokers，Sell the first three transaction seat are all institutions，Total sold 45.77 million yuan，Accounting for 24% of the total clinch a deal amount on that day。

　　市场人士表示，国家统计局最新公布的7月宏观经济数据整体低于预期，作为基金重仓品种，券商股周一的暴跌中出现机构的身影，也部分反映了一些机构对后市的判断。如果未来机构继续减持前期重仓品种，或拖累大盘再次走出寻底行情。

Market participants say，The national bureau of statistics released the latest July macro economic data whole lower than expected，As a fund heavy warehouse varieties，Brokers shares Monday's collapse in the form of the emergence body，Also partly reflects some institutions is to the judge。If the future institutions continue to reduce held the heavy warehouse varieties，Or drag out of the bottom of the search market grail again。