Group 1 - The overall secondary market for public REITs experienced a downward trend this week, despite a strong stock market, with increased trading activity compared to the previous week [1][2] - The CSI REITs total return index fell by 1.74% week-on-week, while the REITs index decreased by 1.55% [2] - Various project types saw declines, with property rights down by 1.93% and franchise rights down by 1.10% [3] Group 2 - Among the 74 public REITs listed, only 9 saw an increase, with notable performers including China International Capital Corporation Chongqing Liangjiang REIT and Industrial Bank Galaxy North Expressway REIT, both rising over 1% [4][5] - Conversely, 64 products experienced declines, with China International Capital Corporation Xiamen Anju REIT and Huatai Suzhou Hengtai Rental Housing REIT dropping over 6% [6] Group 3 - The total transaction amount for REITs this week was 3.633 billion yuan, with a rebound in trading activity [6] - The newly listed Southern Universal Data Center REIT showed high trading activity, with an average turnover rate of 3.02% [6] Group 4 - The recent strength in the equity market, with the Shanghai Composite Index surpassing 3,800 points, has negatively impacted the REITs market, which is closely linked to the bond market [7] - A significant portion of public REITs' strategic placement shares will be unlocked from September to December 2025, totaling 3.83 billion shares, which may lead to selling pressure [7] Group 5 - The first public REIT for transportation infrastructure this year, Huaxia Hubei Traffic Chutian Expressway REIT, has been officially filed [8] - Hubei Province has actively promoted the issuance of public REITs, with a total of 8 REITs issued, raising 24 billion yuan, ranking among the top in the country [8]
公募REITs,本周震荡下行!
Zhong Guo Ji Jin Bao·2025-08-22 15:05