关键财务指标曝光 公募REITs二级市场表现分化

Core Insights - As of November 9, 2023, 63 public REITs have distributed a total of 8.639 billion yuan in dividends, with significant variations in the distributable amounts among different REITs [1] - Some industrial park REITs have seen a decline in their distributable amounts compared to the same period last year, leading to substantial drops in their secondary market prices [1][2] - Conversely, certain public REITs have experienced an increase in their distributable amounts by over 10%, resulting in strong performances in the secondary market [1][3] Distributable Amounts - The total number of dividend distributions for public REITs this year is 133, with a total payout of 8.639 billion yuan [1] - Specific examples include the Bosera Shekou Industrial Park REIT, which reported a decline of 8.2742 million yuan (22.48%) in its distributable amount due to lower average occupancy rates and rental prices [2] - Other REITs, such as Huatai Jiangsu Transportation Control REIT, reported a 10.53% decrease in distributable amounts, attributed to increased maintenance budgets [2] Market Performance - The performance of public REITs in the secondary market has been mixed, with some experiencing significant declines while others have thrived [4] - For instance, the Huaxia Jinmao Commercial REIT saw its secondary market price increase by over 40% due to a 10.56% rise in its distributable amount [1][4] - As of November 7, 2023, 47 out of 58 public REITs listed before January 1, 2025, recorded positive returns, with the Jiashi Wumei Consumption REIT showing a gain of over 50% [5] Management Strategies - Fund managers are actively implementing flexible pricing strategies to counteract market changes, aiming to balance rental income and occupancy rates [3] - The Huaxia Hefei High-tech REIT is adjusting its operational strategies to enhance competitiveness and stabilize occupancy rates [3] - The management of the Zhongjin Hubei Science and Technology REIT has reported a 2.92% increase in overall occupancy rates by the end of the third quarter [3]