8000亿买断式逆回购今日落地，30年国债ETF博时(511130)小幅飘红，半日成交超18亿元

Group 1 - The 30-year government bond ETF from Bosera has seen a price increase of 0.15%, reaching 107.98 yuan as of November 17, 2025, with a cumulative increase of 1.48% over the past month [1] - The trading volume for the 30-year government bond ETF was 18.21 billion yuan, with a turnover rate of 9.64% [1] - The People's Bank of China announced an 800 billion yuan reverse repurchase operation to maintain liquidity, indicating a net increase of 500 billion yuan in the 6-month reverse repos for November [1] Group 2 - Institutions believe that with no strong expectations for interest rate cuts in the short term, both long-term government bond rates and short-term deposit rates are unlikely to decline significantly [2] - Attention is needed towards institutional allocation willingness and equity market performance by year-end, as increased allocation could compress the spread between government bonds and policy bank bonds [2] Group 3 - The latest scale of the 30-year government bond ETF from Bosera reached 18.84 billion yuan, marking a new high for the past month [3] - The ETF's latest share count reached 17.5 million, also a new high for the past month [3] - The fund has seen a net inflow of 460 million yuan recently, accumulating a total of 174 million yuan over the last five trading days [3]