债券市场有所回暖，关注十年国债ETF（511260）

Group 1 - The bond market showed signs of recovery as of July 28, with the 10-year bond yield at 1.715%, down 1.75bps, and the 30-year bond yield at 1.9225%, down 2.50bps, following a period of panic-driven yield increases due to tightening liquidity [1] - The 10-year government bond rate briefly reached a critical level of 1.75% last Friday, but with a 10bps rate cut this year, the acceptable high point for the 10-year rate is around 1.8%, indicating a ceiling in the current market [1] - The People's Bank of China (PBOC) emphasized the need for better coordination between monetary and fiscal policies, indicating a continued accommodative stance on monetary policy, which is favorable for the bond market [1] Group 2 - The insurance sector is expected to face a new round of predetermined interest rate cuts, making the current yield levels of 30-year government bonds attractive for allocation [2] - Investors are advised to seize short-term fluctuations for allocation opportunities, particularly focusing on long-duration assets like the 10-year government bond ETF (511260) [2]