Group 1 - The core viewpoint of the news is that the liquidity in the market remains ample, supported by recent central bank operations and upcoming government bond issuances [1][2] - The Ministry of Finance plans to issue a total of 1,520 billion yuan in government bonds on February 6, 2026, including a 1-year fixed-rate bond of 1,200 billion yuan and a 30-year fixed-rate bond of 320 billion yuan [1] - The central bank conducted a 750 billion yuan reverse repurchase operation on February 2, 2026, with a fixed interest rate of 1.40%, resulting in a net withdrawal of 755 billion yuan for the day [1] Group 2 - The 30-year government bond ETF closely tracks the China Bond 30-Year Treasury Index, which consists of publicly issued 30-year government bonds with a remaining maturity of 25-30 years [2] - The central bank's recent 9,000 billion yuan MLF operation on January 23, 2026, indicates a clear signal of maintaining ample liquidity, with expectations for further policy easing [2]
1520亿元国债续发，流动性充裕支撑债市情绪，30年国债ETF(511090)盘中涨0.41%
Sou Hu Cai Jing·2026-02-02 02:08