Group 1 - The stock of GDS Holdings Limited (09698) opened lower but rose over 4% in the afternoon, currently up 4.83% at HKD 39.52 with a trading volume of HKD 517 million [1] - The National Development and Reform Commission recently issued a notice to enhance the regular reporting and recommendation of real estate investment trusts (REITs) in the infrastructure sector, focusing on market expansion and project vetting [1] - According to Jefferies, newly listed REITs can apply for asset injection six months post-IPO, which could accelerate acquisitions, positively impacting GDS Holdings and 21Vianet [1] Group 2 - Huatai Securities reported that GDS Holdings shared key insights at a strategy meeting, highlighting an increase in the on-shelf rate of domestic data center services and a rise in new orders [1] - The data center industry is currently experiencing a favorable supply-demand cycle [1] - DayOne is actively launching new projects in Europe and Southeast Asia, aiming to sign contracts for 1GW capacity within three years [1] - GDS Holdings successfully issued the first batch of domestic data center REITs, receiving significant market attention and demonstrating capital market recognition of quality digital infrastructure assets [1]
万国数据-SW午后涨超4% 基础设施REITs常态化申报加速IPO流程 公司有望显著受益