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税期资金面情况超预期,本轮债市调整以来平安公司债ETF(511030)回撤控制排名第一

Group 1 - The funding situation during the tax period exceeded expectations, attributed to the central bank's restrained reverse repo operations and some funds flowing into the stock market, leading to a funding gap [1] - The current 7-day OMO balance is 20,770 billion, significantly exceeding the seasonal average of 4,316 billion over the past four years [1] - The central bank has announced a net MLF injection of 300 billion, indicating a clear intention to support the market, with expectations of continued large-scale OMO operations [1] - The current 1-year deposit certificate rate stands at 1.67% [1] Group 2 - The Ping An Company Bond ETF (511030) has the best performance in controlling drawdown during the recent bond market adjustment, with the least market discount in the past week and a relatively stable net value [2] - The bond market adjustment began on August 8, 2025, and the table provided shows various ETFs with their respective performance metrics [2] - The scale of the Ping An Company Bond ETF is 22.353 billion, with a recent weekly average discount of -0.06% and a year-to-date performance of 0.84 [2]