Group 1 - The central bank announced a 400 billion MLF operation on December 25, with a one-year term, resulting in a net injection of 100 billion MLF in December due to 300 billion MLF maturing, marking the 10th consecutive month of increased MLF operations [1] - CITIC Securities indicated that the Central Economic Work Conference outlined key directions for economic work in 2026, emphasizing the importance of tapping potential and strengthening internal capabilities, with a focus on infrastructure investment and consumption stimulation to drive economic recovery [1] - The GDP growth target for 2025 is set at 5.5%, with expectations for further improvement in 2026, highlighting the significance of the continuity and effectiveness of policies to support the bond market [1] Group 2 - The benchmark government bond ETF (511100) has a latest scale of 11.258 billion [2] - The credit bond ETF fund (511200) has a latest scale of 17.649 billion [2] - The Sci-Tech Innovation Bond ETF (551550) has a latest scale of 15.133 billion [2]
宏观政策将为债市提供支撑，聚焦基准国债ETF（511100）布局机会
Sou Hu Cai Jing·2025-12-25 01:50