基准国债ETF（511100）近5天合计“吸金”29.45亿元，把握波动带来的配置机会

Core Viewpoint - The benchmark government bond ETF (511100) has shown a slight increase of 0.08% as of December 1, with a significant net inflow of 2.945 billion yuan over the past five days, indicating strong investor interest in government bonds [1]. Group 1: Market Performance - The benchmark government bond ETF (511100) has experienced a net inflow of 2.945 billion yuan in the last five days [1]. - The ETF is designed to track the Shanghai Stock Exchange's benchmark government bond index, including a diverse range of government bonds across various maturities [1]. Group 2: Interest Rate and Liquidity - Dongwu Securities noted that interest rates have shown notable volatility since November, reacting sensitively to negative news such as new fund redemption fee regulations and lower-than-expected central bank bond purchases [1]. - The company suggests that if the new fund redemption fee regulations are implemented soon, leading to an increase in interest rates, it could present a favorable investment opportunity [1]. Group 3: ETF Composition - The benchmark government bond ETF includes a selection of 1-3 bonds from key maturities, with 4 bonds for 20 years, 7 for 30 years, and 3 each for 1 year and 5 years, among others, resulting in an overall duration of 8.2 [1].