逆回购重启,配置盘超预期,30年国债ETF(511090)早盘涨0.3%
Sou Hu Cai Jing·2026-02-06 02:05

Group 1 - The 30-year Treasury ETF (511090) rose by 0.30% as of 09:32 on February 6, 2026, with a trading volume of 1.06 billion yuan and a turnover rate of 0.49% [1] - The average daily trading volume of the 30-year Treasury ETF over the past year was 8.271 billion yuan as of February 5 [1] - On February 5, the interbank market bond yields declined by approximately 1 basis point, influenced by the People's Bank of China's (PBOC) resumption of 14-day reverse repos and adjustments in the A-share market, which boosted sentiment in the bond market [1] Group 2 - The PBOC conducted a 315 billion yuan 7-day reverse repo operation and a 300 billion yuan 14-day reverse repo operation on February 6, using a fixed rate and quantity tendering method [1] - According to Shenwan Hongyuan, the bond market is expected to benefit from a combination of policy and economic data void, seasonal production slowdown, ample liquidity, and strong initial allocation forces in February [1] - Short-term factors contributing to the bond market rebound include higher-than-expected allocation and a significant increase in bank deposit retention rates, indicating a surplus in liabilities [1]