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公募REITs市场再现上市首日30%涨停
Mei Ri Jing Ji Xin Wen·2025-06-30 13:40

Core Viewpoint - The recent listing of public REITs has seen significant investor enthusiasm, with the Zhongjin Yizhuang Industrial Park REIT experiencing a 30% increase on its first trading day, reflecting a broader trend of strong performance in the REITs market since 2025 [1][2][4]. Group 1: REITs Performance - On June 26, the Zhongjin Yizhuang Industrial Park REIT was listed on the Shanghai Stock Exchange, with an initial offering of 400 million shares priced at 2.72 yuan each, raising a total of 1.088 billion yuan [1][2]. - The fund's opening day saw a 30% increase, reaching the maximum allowable limit for first-day gains, and it remained at the limit by the end of the trading session [2][3]. - The public offering was oversubscribed, with effective subscriptions totaling approximately 64.743 billion shares, which is 1,798.42 times the initial offering size, setting a new record [3]. Group 2: Market Trends and Statistics - Since 2025, the public REITs market has been notably active, with 9 new products launched, many achieving first-day price increases averaging 26.34% [4]. - As of June 26, 16 public REITs have seen market gains exceeding 30% this year, with two products, namely the Jiashi Wumei Consumption REIT and the Huaxia Dayuecheng Commercial REIT, surpassing 50% [4][5]. - The CSI REITs Total Return Index has risen by 14.94% this year, while the CSI REITs Closing Index has increased by 11.9% [5]. - The total number of public REITs has reached 68 since their inception, with a cumulative fundraising exceeding 180 billion yuan and an overall market capitalization surpassing 200 billion yuan [5]. Group 3: Future Outlook - Industry experts predict that in the current low-interest-rate environment, public REITs will continue to attract investment due to their stable cash flow returns and mandatory dividend distribution mechanisms [5]. - The long-term appeal of public REITs is expected to grow as market development progresses and investment demand aligns, leading to a positive growth trajectory [5].