中金普洛斯REIT二季度实现可供分配金额约8396万元 年化现金流分派率4.55%

Core Insights - 中金普洛斯REIT reported total revenue of approximately 108 million yuan for Q2 2025, with EBITDA around 68.85 million yuan and distributable income of about 83.96 million yuan, resulting in a cash distribution rate of 1.14% for the period and an annualized cash distribution rate of 4.55% [1] - The Chinese warehousing market continued its growth trend in Q2 2025, with express delivery volume exceeding 100 billion packages, 35 days earlier than last year [1] - The REIT's rental income from infrastructure projects and property management services reached approximately 106 million yuan, with a net profit margin of 67.20% after excluding fair value changes [1] - The average occupancy rate of the 10 warehousing logistics parks held by 中金普洛斯REIT exceeded 90%, an increase of 2.7 percentage points year-on-year [1] Distribution and Performance - 中金普洛斯REIT announced a planned distribution of approximately 78.67 million yuan for its second dividend in 2025, with a distribution ratio of about 95% [2] - Cumulatively, the REIT will distribute around 175 million yuan in 2025, bringing the total number of distributions since its listing in 2021 to 12, with total distributions exceeding 1.2 billion yuan [2] - 中金普洛斯REIT is one of the first public REITs in China and the first warehousing logistics REIT listed on the Shanghai Stock Exchange, covering seven core logistics hubs across five major economic zones [2]