深市REITs体系进一步扩容增类 首单数据中心REIT成功上市

Core Viewpoint - The successful listing of the Southern Runze Technology Data Center REIT marks a significant expansion of China's REITs asset landscape into new infrastructure supporting the digital economy, injecting new momentum into the capital market's service for new productive forces [1][2]. Group 1: Listing and Market Response - The Southern Runze Technology REIT was officially listed on August 8, 2023, and has attracted significant market attention since its inception [1]. - During the inquiry phase, the REIT received bids from 131 institutional investors for a total of 350.82 billion shares, which was 167.06 times the available shares for offline issuance [1]. - The public offering was sold out in one day, with effective subscriptions reaching 286.16 billion shares, 317.96 times the public offering amount [1][2]. Group 2: Performance and Investor Interest - On its first trading day, the REIT opened at 5.60 yuan per share, with an opening increase of 24.44%, closing at 5.85 yuan and achieving a turnover rate of 26.46%, indicating strong investor interest [2]. - The REIT's performance reflects high market recognition of the data center REIT category and the strong appeal of new infrastructure assets in the digital economy era [2]. Group 3: Underlying Assets and Management - The underlying asset of the Southern Runze Technology REIT is the Runze (Langfang) International Information Port A-18 Data Center, which is included in the 2023 National Green Data Center list and is located in Langfang Economic Development Zone, Hebei Province [2]. - The data center has 5,897 cabinets with a total power exceeding 42 MW and a cabinet utilization rate of over 99% [2]. - The fund manager is Southern Fund Management Co., Ltd., and the net proceeds will be used for the construction of the Chongqing Runze (Southwest) International Information Port project, creating a virtuous cycle of investment and operation [2]. Group 4: Market Expansion and Future Outlook - As of August 8, 2023, there are 24 REITs listed on the Shenzhen Stock Exchange, with a total fundraising scale of 639 billion yuan and a total market value of 751 billion yuan [2]. - The Shenzhen Stock Exchange has made significant progress in expanding asset types for REITs, including the introduction of consumption infrastructure REITs and water conservancy REITs in 2024 [3]. - The exchange aims to continue expanding the types of underlying assets and improve the fundraising system to support the stable and healthy development of China's REITs market [3].