每日债市速递 | 日本30年期国债收益率盘中刷新历史新高

Group 1: Monetary Policy and Market Operations - The central bank conducted a 7-day reverse repurchase operation of 342.5 billion yuan at a fixed rate of 1.4%, with a total net injection of 173.5 billion yuan for the day [1] - Liquidity has tightened, with overnight pledged repo rates rising over 10 basis points to 1.53%, and 7-day pledged repo rates increasing over 3 basis points to 1.56% [3] - The yield on major interbank bonds has collectively declined [8] Group 2: Real Estate Market Insights - In the first half of the year, the GDP reached 66,053.6 billion yuan, growing by 5.3% year-on-year, with a quarterly growth of 5.4% in Q1 and 5.2% in Q2 [12] - The real estate sector is showing signs of recovery, with a 16.4% reduction in the decline of funds received by real estate developers compared to the previous year [13] - New residential sales prices in first-tier cities fell by 0.3% month-on-month in June, with variations across cities [14] Group 3: Bond Market Developments - The Ministry of Finance plans to issue 30 billion yuan of 91-day discount treasury bonds on July 16 [18] - The national real estate development investment decreased by 11.2% year-on-year in the first half of the year [18] - Recent developments in the bond market include restructuring efforts by companies like Baolong Real Estate and CIFI Holdings [18]