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春节后,受资金面持续向好影响,机构配置热情较高,债券市场暖意融融。利率债发行普遍低于预测均值,二级市场表现也可圈可点。面对节后流动性持续向好局面,央行时隔八个月后首次重启公开市场正回购操作,积极回笼资金,符合市场预期。但流动性仍保持宽松格局,银行间市场回购定盘利率隔夜品种甚至一度收至2%下方。受益于资金面利好,债券市场景气依旧。申银万国证券分析师屈庆认为,央
After the Spring Festival, by the funds face continued to improve, institutional configuration enthusiasm higher, the bond market warm and melting. Interest rate debt issuance generally lower than the forecast average, the secondary market performance is remarkable. In the face of continued favorable liquidity after the holiday, the central bank restarted its first repurchase operation in the open market for the first time in eight months. The central bank has actively returned funds to meet market expectations. However, the liquidity remained relaxed. The overnight breakeven in the inter-bank repurchase rate even dropped below 2% once. Benefit from the favorable financial conditions, the bond market economy remains the same. Shenyin Wanguo Securities analyst Qu Qing believes that the central bank