Core Viewpoint - The public REITs market in China has shown a continuous upward trend, with significant contributions from the rental housing and logistics sectors, indicating a growing interest and investment in these areas [1][3]. Market Performance - As of June 20, the CSI REITs Total Return Index reached 1124.63 points, up 0.88% week-on-week, marking seven consecutive weeks of increase [1][3]. - The CSI REITs (closing) Index closed at 893.99 points, also up 0.87% [1][3]. - The total market capitalization of listed REITs in China reached 206.6 billion yuan, reflecting a week-on-week increase of 1.21% [1]. Sector Analysis - The rental housing sector led the gains among various sectors, while the highway sector experienced an overall decline [3]. - Among the 66 listed REITs, 49 saw a week-on-week increase, while 17 experienced declines [3][4]. - The top three performing products were: - Guotai Junan Jinan Energy Heating REIT, up 8.10% - Huaxia Fund Huaren Nest REIT, up 7.77% - CICC Xiamen Anju Guaranteed Rental Housing REIT, up 7.72% [1][3]. New Approvals - Four new REITs were approved last week, including the first two data center REITs, marking a significant expansion into new asset types [2][10]. - The newly approved REITs include: - Huaxia Huadian Clean Energy REIT - Chuangjin Hexin Shounong Industrial Park REIT [2][11]. Trading Activity - The total trading volume of REITs last week was 569 million yuan, up 3.8% from the previous week [8]. - The trading volumes for property rights and operational rights were 317 million yuan and 252 million yuan, reflecting increases of 5.6% and 1.6% respectively [8]. Future Outlook - The approval of data center REITs signifies a diversification of underlying assets in the public REITs market, catering to varying investor preferences and enhancing market vitality [10][11]. - There are currently 28 REITs awaiting listing, indicating potential market expansion and increased activity in the near future [11].
公募REITs二级市场连续七周上涨,又有新资产类型获批
Mei Ri Jing Ji Xin Wen·2025-06-23 12:57