GRANDJOY(SZ:000031) Quan Jing Wang·2025-04-30 07:46Core Insights - The event showcased the operational achievements and long-term value logic of the Huaxia Dayuecheng Commercial REIT, emphasizing its successful market performance since its listing [1][3]. Group 1: Immersive Asset Experience - Investors explored the Chengdu Dayuecheng project, witnessing enhancements in brand upgrades, space renovations, and consumer engagement, which contribute to asset value [2]. Group 2: Professional Capability Presentation - The chairman of Dayuecheng Commercial Management highlighted the company's extensive reach across 25 cities and over 40 projects, reinforcing its brand influence and commitment to asset-centric operations [3]. - The REIT has successfully established a capital cycle that supports the stable development of Dayuecheng, with strong secondary market performance reflecting investor confidence [3]. Group 3: Comprehensive Performance Analysis - Fund managers presented the project's operational strategies and financial metrics, indicating robust performance across key indicators since the fund's inception [6]. - The Chengdu Dayuecheng project is positioned as a commercial benchmark in the region, with plans to enhance its operational capabilities by 2025 through a four-pronged strategy focusing on product, operation, service, and influence [6]. Group 4: Multi-Dimensional Dialogue - The investor engagement session facilitated discussions on project operations, renovation plans, competitive landscape, and the commercial development philosophy of Dayuecheng, fostering a deeper understanding of the asset and its management [8]. - Since its establishment on September 3, 2024, the REIT has distributed dividends twice, totaling 10,367.90 million yuan, exceeding the forecasted distribution values [8].