承载时代脉动 启航价值新程 ——中银中外运仓储物流REIT成功上市
Sou Hu Cai Jing·2025-07-30 14:59

Core Viewpoint - The successful listing of the Zhongyin Zhongwaiyun Warehousing and Logistics REIT marks a significant step for state-owned enterprises in revitalizing existing assets and expanding effective investments through public REITs [1][2]. Group 1: Listing and Market Reception - The Zhongyin Zhongwaiyun Warehousing and Logistics REIT was officially listed on the Shanghai Stock Exchange on July 29, with a total issuance of 400 million shares and a fundraising scale of 1.3108 billion yuan [5]. - The REIT received overwhelming interest during the issuance phase, with 103 institutional investors submitting a total of 2,015,260 million shares in effective subscription requests, which was 239.91 times the initial offline offering [5]. - The public subscription was also highly successful, leading to an early closure of the fundraising within just one day [5]. Group 2: Asset and Management Details - The underlying assets of the REIT consist of six warehousing and logistics projects, including significant locations in the Yangtze River Delta, Beijing-Tianjin-Hebei, and Sichuan-Chongqing regions, which are characterized by strong logistics demand [5]. - The total construction area of the initial assets is 305,400 square meters, with a leasable area of 299,700 square meters and an already leased area of 286,500 square meters [5]. - Five out of the six initial assets are fully leased by subsidiaries of China Foreign Transport and Storage Corporation, providing stable rental agreements that support future dividend capabilities [5]. Group 3: Future Outlook - The successful launch of the Zhongyin Zhongwaiyun Warehousing and Logistics REIT signifies a new chapter for China Foreign Transport in the infrastructure REIT sector, offering investors an opportunity to benefit from the growth of the warehousing and logistics industry [6]. - The REIT aims to leverage its high-quality assets, stable operations, and professional management team to deliver consistent and robust returns to investors, positioning itself as a benchmark product in the REIT market [6].