Group 1 - The REITs market is transitioning from policy-driven to market-driven, with a total of 66 listed REITs and a market capitalization exceeding 200 billion yuan as of June 5 [1] - Consumer REITs have shown strong operational performance, with four listed in the Shenzhen market raising a total of 14.999 billion yuan and a combined market value of 21.991 billion yuan as of June 5 [1] - The upcoming issuance of the CICC China Green Development Commercial REIT is set for June 9, 2025, with a total of 50 million fund shares [1] Group 2 - The underlying assets of Huaxia China Resources Commercial REIT generated an operating income of 630 million yuan in 2024, with an occupancy rate of 99% and a 10.90% increase in foot traffic [2] - CICC Yinyi Consumer REIT reported an operating income of 239 million yuan in 2024, with a 97.91% occupancy rate [2] - Huaxia Joy City Commercial REIT achieved an operating income of 103 million yuan in 2024, with an occupancy rate of 98.10% [2] Group 3 - The valuation of consumer REITs remains stable, with changes in assessed values for Huaxia China Resources, CICC Yinyi, and Huaxia Joy City REITs being 0.04%, 0.00%, and 0.12% respectively [2] - As of June 5, consumer REITs in the Shenzhen market have distributed dividends 12 times, totaling 723 million yuan, indicating a high frequency of profit distribution [2] - The CICC China Green Development Commercial REIT will focus on a shopping center in Jinan, Shandong, with a total construction area of 200,900 square meters and a large resident population within a 3 km radius [3] Group 4 - The Shenzhen Stock Exchange aims to promote the regular issuance of REITs while ensuring quality and scale, focusing on the sustainable development of the REITs market [3] - The exchange plans to increase the supply of high-quality REIT projects and expand the types of underlying assets [3]
REITs市场稳健扩容 消费REITs即将上新
Zheng Quan Shi Bao Wang·2025-06-06 08:55