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果然,全部30%涨停
Zhong Guo Ji Jin Bao·2025-08-08 09:37

Core Viewpoint - The public REITs market continues to thrive, with two newly listed data center REITs experiencing a significant surge on their debut, reflecting strong investor interest and market performance [1][2][6]. Group 1: Market Performance - On August 8, the first two data center public REITs, Southern Wanguo Data Center REIT and Southern Runze Technology Data Center REIT, both hit the 30% limit on their first trading day, with total trading volumes reaching approximately 700 million yuan [1][2]. - As of August 8, the CSI REITs Total Return Index and the CSI REITs Index have increased by 13.37% and 9.91% year-to-date, respectively, outperforming major indices such as the CSI 300 Index and the CSI Dividend Index [1][7]. - The total market capitalization of public REITs has surpassed 221.23 billion yuan, maintaining a stable position above 220 billion yuan [7]. Group 2: Individual REITs Performance - The Southern Wanguo Data Center REIT recorded a trading volume of 608,600 units and a turnover rate of 25.37%, while the Southern Runze Technology Data Center REIT had a trading volume of 792,800 units and a turnover rate of 26.46% [5][6]. - The two REITs achieved transaction amounts of 234 million yuan and 452 million yuan, respectively, making them the top two in the public REITs market [5][6]. Group 3: Investment Trends - The successful listing of the first data center public REITs marks a significant expansion of the underlying assets in the public REITs market, moving beyond traditional sectors to include new infrastructure like data centers [6]. - The public REITs market has seen a strong inflow of capital, with the Southern Wanguo Data Center REIT attracting 183.54 billion yuan and the Southern Runze Technology REIT attracting 289.63 billion yuan during the issuance phase [6]. - The average year-to-date increase for all listed public REITs is 17.37%, with 70 out of 73 products showing positive returns [7][8].