最新规模突破200亿元！30年国债ETF(511090)逆市翻红，机构：关注债市调整结束后的再度走强机会

Core Viewpoint - The 30-year government bond ETF (511090) has shown strong performance with significant liquidity and inflows, indicating a robust market environment for government bonds amid economic adjustments [1][2]. Group 1: Market Performance - As of July 25, 2025, the 30-year government bond ETF increased by 0.06%, with the latest price at 122.99 yuan [1]. - The ETF experienced a turnover of 39.96% during the trading session, with a total transaction volume of 8.043 billion yuan, reflecting active market trading [1]. - Over the past week, the average daily transaction volume for the ETF was 8.51 billion yuan [1]. Group 2: Fund Size and Inflows - The latest size of the 30-year government bond ETF reached 20.048 billion yuan, marking a new high since its inception [1]. - The ETF's total shares reached 16.4 million, also a record high since its establishment [1]. - In the last four days, the ETF saw continuous net inflows, with the highest single-day net inflow reaching 813 million yuan, totaling 2.228 billion yuan in net inflows [1]. Group 3: Economic Context - According to Everbright Futures, the domestic economy is characterized by strong production, rising consumption, stable exports, slow investment, and weak real estate, indicating a transition towards high-quality economic development [1]. - The foundation for economic stability is solid, providing fundamental support for adjustments in the bond market [1]. - The monetary policy is expected to maintain a supportive stance, with potential interest rate cuts in the second half of the year to lower financing costs for the real economy [2].