吾悦广场持有型不动产ABS获批

Core Viewpoint - The approval of the Guojin Asset Management - Wuyue Plaza real estate asset-backed special plan with a total issuance scale of 1.064 billion yuan indicates a significant investment opportunity in the commercial real estate sector, particularly for New城控股's Wuyue Plaza projects [1] Group 1: Project Approval and Financials - The Guojin Asset Management - Wuyue Plaza asset-backed plan has been officially approved with an issuance scale of 1.064 billion yuan [1] - The original equity holder is Shanghai Ruishuo Enterprise Management Co., Ltd., and the planned manager is Guojin Securities Asset Management Co., Ltd. [1] Group 2: Operational Performance - By the end of 2024, New城控股 has established 200 Wuyue Plazas across 136 cities, with 173 currently operational and a total operational area of 16.01 million square meters [1] - The occupancy rate has improved to 97.97% [1] - The total commercial operating revenue for 2024 is projected to be 12.808 billion yuan, reflecting a year-on-year growth of 13.10% [1] Group 3: Rental Income and Regional Contribution - Rental income from Jiangsu and Zhejiang regions reached 3.336 billion yuan and 1.507 billion yuan, accounting for 26.04% and 11.77% of total rental income, respectively [1] Group 4: Customer Engagement and Sales - The total foot traffic for Wuyue Plaza in 2024 is expected to be 1.766 billion visits, representing a year-on-year increase of 19% [1] - Total sales are projected to reach 90.5 billion yuan, also a 19% increase, with total vehicle sales amounting to 96.6 billion yuan [1] - Membership has grown to 43.7 million by the end of 2024, a 32% increase from the end of 2023 [1]