深市REITs平稳运行四周年 市场活力持续释放

Group 1 - The first batch of 9 infrastructure public REITs in China marks its fourth anniversary, showcasing a robust growth trajectory since the pilot program was initiated in April 2020 [1][2] - As of now, there are 22 REITs listed on the Shenzhen Stock Exchange, with a total fundraising scale of 57.81 billion yuan, covering various asset types such as ecological protection, industrial parks, toll roads, and logistics [1][2] - The "first issuance + expansion" dual-driven model has become a key development direction for the REITs market, with significant policy support for expansion [1][2] Group 2 - The total market capitalization of the 22 REITs on the Shenzhen Stock Exchange is approximately 68.67 billion yuan, with an average closing price increase of 25.18% compared to the issuance price, and a total dividend payout exceeding 6.54 billion yuan [2] - The approval of the first data center REIT, Southern Runze Technology REIT, on June 18, 2025, signifies a critical step towards new infrastructure sectors and supports the development of cutting-edge industries like AI and cloud computing [2] Group 3 - The Shenzhen Stock Exchange aims to promote high-quality development of the REITs market, focusing on expanding the pilot scale and supporting the issuance of REITs in technology innovation sectors [3] - Efforts will be made to improve regulatory mechanisms, enhance the quality of listed REITs, and optimize investor structure by encouraging institutional investors to participate more actively [3]