The scale of bond ETFs surpasses 510 billion yuan, and the short-term pullback brings investment opportunities.

As of July 25th, the total size of China's bond ETF has exceeded 510 billion yuan. Although this size accounts for only about 11% of the total ETF size, bond ETFs have experienced explosive growth in the past two years. In May 2024, the size of bond ETFs first exceeded 100 billion yuan, and by July 2025, the size of bond ETFs exceeded 500 billion yuan. Benchmark market-making credit bond ETFs and Sci-Tech innovation bond ETFs, as new varieties listed this year, have contributed over 200 billion yuan in incremental funds. In the view of industry insiders, the recent rise in market risk appetite has suppressed bond performance, but there is still internal demand for monetary policy relaxation. There may still be room for downward short-term interest rates, and this bond correction brings good allocation and trading opportunities for the third and fourth quarters.