Core Viewpoint - The 30-year Treasury ETF is experiencing active trading and a stable market environment, with expectations for continued economic growth and policy support in July [1][2]. Group 1: Market Performance - As of July 4, 2025, the 30-year Treasury ETF (511090) increased by 0.07%, with a latest price of 125.14 yuan [1]. - The ETF saw a turnover rate of 16.9% during the trading session, with a total transaction volume of 2.706 billion yuan, indicating a vibrant market activity [1]. - The average daily trading volume for the ETF over the past week was 6.306 billion yuan [1]. Group 2: Fund Size and Economic Outlook - The latest size of the 30-year Treasury ETF reached 16 billion yuan [2]. - Historical trends suggest that July typically sees a looser liquidity environment, with the exchange rate stabilizing below 7.2, which may not hinder the central bank's monetary easing [2]. - Analysts predict a GDP growth rate of approximately 5.2% for the second quarter, with cumulative growth for the first half of the year potentially exceeding 5%, reducing pressure for economic growth in the latter half of the year [2]. - The likelihood of introducing a comprehensive policy package similar to the "924" initiative in July is considered low, with expectations for continued implementation of existing policies [2].
三季度既定政策的接续举措或加速落地,30年国债ETF(511090)红盘震荡
Sou Hu Cai Jing·2025-07-04 04:00