债市配置价值逐步显现，30年国债ETF（511090）近期规模持续增长

Core Viewpoint - The bond market is experiencing fluctuations with a notable inflow of funds into the 30-year government bond ETF, indicating a positive sentiment among investors [1][2]. Group 1: Market Performance - As of 10:00 AM, the 30-year government bond ETF (511090) decreased by 0.25%, while its scale surpassed 23.2 billion yuan [1]. - The latest price for the 30-year government bond futures contract (TL2509) was 119.12 yuan, remaining unchanged, with a trading volume of 26,103 contracts and a total open interest of 114,229 contracts [1]. - Other government bond futures, including the 10-year (T2509), 5-year (TF2509), and 2-year (TS2509) contracts, showed minimal changes [1]. Group 2: Monetary Policy and Market Sentiment - The Central Political Bureau emphasized the need for sustained macroeconomic policies, including proactive fiscal measures and moderately loose monetary policies to enhance the efficiency of fund usage [2]. - Following the meeting, the bond market sentiment improved, with the 30-year government bond futures rising for two consecutive days, reflecting a stable fundamental outlook [2]. - The Pengyang 30-year government bond ETF (511090) is highlighted as the first ETF tracking the 30-year government bond index, offering T+0 trading attributes, making it suitable for both short-term trading and long-term investment strategies [2].