Shanghai Stock Exchange specify multiple requirements for institution bond trading declaration, demanding institutions to complete business and technical preparations by the end of September.

According to industry sources, the Shanghai Stock Exchange is pushing institutions to strengthen the main responsibility of bond trading declaration from multiple dimensions such as investor education, suitability management, trading interface optimization, and monitoring of abnormal behavior. The Shanghai Stock Exchange also requires institutions to improve the monitoring mechanism for bond trading, and establish a sound monitoring index system for bond trading. For interest rate bonds with a declared price deviation from the current target bond valuation of more than 2%, and credit bonds with a declared price deviation from the current target bond valuation of more than 5%, institutions should take effective measures to provide risk warnings, reveal the deviation between bond valuation and current trading declaration price, and require customers to confirm the trading instructions again.