规模逼近280亿元，30年国债ETF(511090)连续12天净流入，累计“吸金”超62亿元

Core Viewpoint - The 30-year Treasury ETF (511090) has seen significant trading activity and inflows, indicating strong market interest and potential investment opportunities in the bond market [1]. Group 1: Market Activity - As of August 22, 2025, the latest quote for the 30-year Treasury ETF is 120.03 yuan, with an intraday turnover of 43.19% and a total transaction volume of 12.01 billion yuan, reflecting active market trading [1]. - The average daily transaction volume for the 30-year Treasury ETF over the past week is 12.21 billion yuan [1]. Group 2: Fund Size and Inflows - The latest size of the 30-year Treasury ETF has reached 27.864 billion yuan, marking a new high since its inception [1]. - The ETF's latest share count stands at 231 million shares, also a record high since its launch [1]. - Over the past 12 days, the ETF has experienced continuous net inflows, with a peak single-day net inflow of 1.274 billion yuan, totaling 6.253 billion yuan in net inflows [1]. Group 3: Analyst Insights - According to Tianfeng Securities' chief fixed income analyst, the logic of "buying bonds while watching stocks" may continue in the third quarter, with the bond market expected to remain in a volatile pattern due to policy disturbances and redemption pressures [1]. - The 10-year Treasury yield is anticipated to be in the range of 1.75%-1.80%, suggesting a gradual allocation strategy, with a focus on phase-based operations to capitalize on potential market recoveries [1]. - Future developments in the bond market may hinge on stock market fluctuations and the central bank's supportive measures, which could include restarting Treasury purchases to signal easing [1].