【新唐人2015年01月23日訊】幾個月來飆漲的大陸股市最近出現了變化，1月19號星期一，上海股市終場大跌7.7%，創下7年來最大單日跌幅。有外媒指出，這場讓股民們痛心的股市悲劇，是中共證監會為了冷卻股市而有意策劃的。
《紐約時報》1月19號報導，上海股市19號暴跌7.7%，這是自2008年金融危機以來的最大單日拋盤。不過，中國證券最高監管人肖鋼，在香港一個金融論壇上發表講話時，並沒有表現出擔憂。因為，這場拋盤很大程度上是中共證監會自己策劃的。
據大陸《新京報》報導，證監會16號通報了12家券商，因為融資融券業務違規被罰。其中，中信證券、海通證券和國泰君安證券等3家國有企業，存在違規為到期融資融券合約展期問題，被暫停新開融資融券客戶信用賬戶3個月。
《紐約時報》透露，瑞士信貸的分析師弗朗西絲•馮(Frances Feng)在一份研究簡報中寫道，中國股票市場最近的日均交易量，約有18%是借入資金的股票交易，比一年前的這類交易量翻了一番還多。
報導指出，證監會通過對三家最大券商實施融資融券臨時禁令，嚴厲打擊了以投資股票為目的的借貸。
中國政經分析人士任中道：「現在中共的證監會藉用它(兩融臨時禁令)來進行對股市的一個打壓，其實說白了就是它(股市)的風險特別大，誰都可以看的出來，大陸的股市在詭異的飆漲，它完全背離了基本面，股市是經濟的晴雨表，但是官方的數據可以看到，中國經濟不怎麼樣，而且20多年來最差的一個成長狀態出現了，但是中國股市卻在這兩三個月來漲得非常厲害。」
《紐時》報導說，許多經濟學家和分析師認為，股市過去三個月近40%的增長不可持續，那是一個待破的泡沫。
大和資本市場(Daiwa Capital Markets)分析師齊曉亮(Leon Qi)，向《紐約時報》表示：「證監會擔心，一些證券商在融資融券業務上沒有符合規定，如果遇到市場調整，可能會給客戶及券商自己造成重大損失，因此證監會『策劃』了一次市場調整。」
而北京的總體目標，報導援引分析人士的話說，是確保放鬆貨幣政策所產生的新資金，能進入生產性的經濟行業，而不是進入股票市場。
任中道：「中共當局對於經濟的下滑沒有太多的方法，就是靠投資拉動增長，開始進行大規模的投資，中共央行又不斷的配合，進行這種貨幣寬鬆，房地產也不行了，那資金就都跑到股市去了，所以一天能達到上萬億的成交量，那就出現了一個最大的問題，資金不向實體經濟去，不斷的在金融系統內空轉，讓中共當局非常害怕，所以它也要希望做一個打壓的意願。」
據《紐時》去年12月29號報導，中國股市一直飆升，這在很大程度上得益於普通炒股者。中國百姓為了賺大錢，紛紛進入股市，有些人動用儲蓄存款來炒股，或者賣房炒股。在截至12月12號的一週裡，上海和深圳證券交易所的新開股票賬戶接近90萬戶，創下7年來新高。
不過，報導指出，由於很多股票交易使用了融資融券，股市裡的槓桿太高，所以股市的漲勢可能來得快，去得更快。
《新京報》報導說，1月19號收盤後，大陸股民們在網上吶喊：「今晚天臺見！」
旅美中國社會問題研究人士張健：「0025其實中共一直以來左右了這場暴漲，因為在前一階段的貨幣寬鬆量化之後，所有的錢全部流向股市，第一批受益人又是中共的權貴本家，當這批人賺完錢之後，後一批的，為這個買單的，不單是老百姓，而且還有一些做小莊的券商們，這些人可能就會首當其衝，做一個替罪羊吧。」
《新京報》還提到，就在證監會發佈處罰的同一天，中信證券披露，大股東中信集團有限公司分別在1月13號至16號四個交易日內，4次減持中信證券的股票，套現金額超過110億元人民幣，被市場人士質疑涉嫌內幕交易。據了解，中信集團是一家央企。
採訪/易如 編輯/陳潔
Black Monday Designed to Cool Chinese Stock Market
After months of soaring, the Chinese stock market took
a different turn on Monday Jan 19.
The Shanghai stock market dived 7.7 percent, the largest one-day
sell-off in seven years.
Foreign media pointed out that this dramatic downturn of the
stock market was planned by the Chinese securities regulator.
Stocks in Shanghai plunged 7.7 percent on Monday,
the largest one-day sell-off since the 2008 financial crisis,
reported New York Time on Monday.
However, China’s top securities regulator, Xiao Gang,
showed no sign of concern about the tumult as he addressed
a financial forum on Monday in Hong Kong,as it is largely an
officially planned move to rein in risky trading.
Beijing News reported that China Securities Regulatory
Commission announced 12 brokerage firms violating
margin financing and securities lending.
Among them, three state-owned brokers — Citic Securities,
Haitong Securities and Guotai Junan Securities — violated rules
by extending lending beyond the contracted term and were
temporarily banned from new margin financing for three months.
Frances Feng, an analyst at Credit Suisse, wrote on Monday
in a research note that margin financing accounted for around
18 percent of the average daily trading volume in China, more
than double what it was a year ago, according to NT Times.
The Securities Regulator’s temporary ban on new margin
financing at three of China’s biggest brokerage firms
is a blow for investors who borrow money to buy shares.
China’s political and economic analyst Ren Zhongdao:
“The Securities Regulator is to push down the stock market
with the temporary ban. In fact, it means the risk from stocks
is high. Everyone sees it.
The strange soaring of the Chinese stock market has completely
deviated from the norm. The stock market is a barometer of
the economy.
The official figures show that the Chinese economy is
at its worst in 20 years, and yet, the stock market was
very powerful over the past three months."
Economists and analysts expect the bubble to burst:
even the Composite Index was up nearly 40 percent
in the last three months, said NY Times.
The regulator “worries that some brokers have not been fully
compliant in their margin finance operations, which may lead
to substantial losses of their clients, and brokers themselves,
in case of a market correction,"
said Leon Qi, an analyst at Daiwa Capital Markets.
“Hence it ‘engineered’ a market correction", reported NY Times.
Analysts told NY Times that Beijing’s overall goal was to ensure
that new liquidity created by the easing of monetary policy
found its way into productive sectors of the economy,
where it can help create jobs and does
not just get plowed into the stock market.
Ren Zhongdao: “The Communist regime has no other means
of handling the economic downturn but to rely on
investment-led growth.
Together with large-scale investment,
the Bank co-operates with the monetary easing policy.
With the plummeted property market, all the money goes
into stocks which results in trillions of RMB turnover in a day.
Now, here comes a major issue.
The funds were idling in the financial system,
rather than going into the real economy.
It is frightening to the regime. That’s why it has to suppress it."
According to NY Times report on Dec. 29, 2014,
that China’s stock markets have been surging is in large part
to regular investors.
Ordinary Chinese have been piling into the market
by pulling money from savings deposits or cashing out
of property investments as they try to win big.
Investors in Shanghai and Shenzhen opened nearly 900,000
new stock trading accounts in the week
that ended Dec. 12 alone, the most in seven years.
However, the report pointed out, much of the trading is being
done on margin, or by using borrowed funds to buy shares.
There’s so much leverage in the market,
the boom could unwind even faster if sentiment sours.
Beijing News reported that after the close of market
on Jan. 19, many investors cried online:
“See you at the rooftops!"
Chinese social problems researcher Zhang Jian:
“The CCP has been manipulating this surge.
The previous monetary easing policy has led all the money
into the stocks. The CCP bigwigs are the first beneficiaries.
The ordinary people and some small brokers who follow
the trend become the scapegoats.
They bear the brunt of the plunging stock market."
Beijing News also mentioned that the day the securities
regulator issued the ban on brokerage firms,
CITIC Securities also disclosed that its largest shareholder,
CITIC Group Limited, cashed out over 11 billion yuan
of CITIC Securities stock between Jan. 13 and 16.
Insider trading is highly suspected.
The CITIC Group is one of state-owned enterprises.
Interview/YiRu Edit/ChenJie