ChinaStrategy
新发基金规模小幅回落,资金整体呈净流出态势
Weeklyliquiditywrap-up:sizeofnewfundsdipped;overallnetoutflowtrend
_投资要点/InvestmentThesis
投资要点/InvestmentThesis
央行延续常规性操作,资金利率小幅上行。上周央行逆回购操作亿元,逆回购到期亿元,MLF投放2,亿元,MLF投放2,亿元,无TMLF投放,无TMLF到期。上周SHIBOR(3个月)收于2.%,较前一周上升1BP;银行间同业拆借上周(1天/7天)收于2.06%/2.46%,较前一周分别变动1/5BP;银行间质押式回购利率(1天/7天)上周收于2.05%/2.21%,较前一周分别变动2/10BP;AAA+同业存单到期收益率上周(1个月/3个月/6个月)收于2.35%/2.41%/2.61%,较前一周分别变动2/0/3BP。
Lastweek(over14-20June),People’sBankofChina(PBC)carriedoutitsregularoperationsandtheinterestrateroseslightly.From7to13June,PBCinjectedreversereposofRMB40bnagainstRMB50bnofexpiringreverserepos;itinjectedRMBbnofMLF;withnoTMLFoperationsorexpiration.Lastweek,SHIBOR(3months)closedat2.%,up1bpfromthepreviousweek.Interbanklendingclosedat2.06%/2.46%lastweek(1day/7days),changing1/5bpfrom7June.Inter-bankpledgedrepurchaserates(1day/7days)closedat2.05%/2.21%,changing2/10bpfrom7June.
上周共13家公司IPO上市,基金发行小幅回落:上周A股共13家公司IPO上市,其中主板3家,创业板5家,科创板5家,募资规模达81.77亿元。以成立日计,上周共有10只普通股票型+偏股/平衡混合型+灵活配置型基金发行,共计.87亿份;上上周发行份额为.37亿份。
Lastweek,13