30年国债ETF博时(511130)高开高走，活跃上涨，机构预计债市将进入修复行情

Core Insights - The 30-year government bond ETF from Bosera has shown a recent increase of 0.32%, with a latest price of 111.48 yuan as of August 4, 2025, and a cumulative increase of 0.61% over the past week as of August 1, 2025 [2] - The People's Bank of China has emphasized the need for financial support to sustain economic growth, implementing a moderately loose monetary policy and reducing reserve requirements to maintain liquidity [2] - The bond market is expected to enter a recovery phase following a high-level meeting that stabilized market expectations, with 10-year and 30-year government bonds projected to return to previous levels of 1.65% and 1.85% respectively [3] Market Performance - As of August 1, 2025, the 30-year government bond ETF has achieved a net value increase of 9.63% over the past year, ranking 7th out of 416 in the index bond fund category [4] - The fund has a maximum drawdown of 6.89% since inception, with a management fee of 0.15% and a custody fee of 0.05% [4] Fund Flow and Liquidity - The latest scale of the 30-year government bond ETF is 15.197 billion yuan, with a net outflow of 213 million yuan recently, although there has been a net inflow of 861 million yuan over the past five trading days [3] - The trading volume indicates active market participation, with a turnover rate of 15.61% and a daily average transaction volume of 4.573 billion yuan over the past week [2]