国家发展改革委：积极推动基础设施REITs进一步扩围

Group 1: Infrastructure REITs Expansion - The National Development and Reform Commission (NDRC) is actively promoting the expansion of infrastructure REITs to include urban renewal facilities, hotels, sports venues, and commercial office facilities [1][2] - Since the launch of infrastructure REITs in 2020, the NDRC has collaborated with the China Securities Regulatory Commission (CSRC) to expand the market, initially including logistics, toll roads, municipal facilities, and industrial parks, and later adding clean energy, data centers, affordable rental housing, water conservancy, cultural tourism, and consumer infrastructure [2] - Currently, the issuance scope covers 12 major industries and 52 asset types, with 18 asset types from 10 industries having completed their first issuance [2] Group 2: Development of Embodied Intelligence Industry - The embodied intelligence industry, represented by humanoid robots, is experiencing rapid growth at over 50% due to innovation and demand [3] - There are currently over 150 humanoid robot companies in China, but there are concerns about product redundancy and limited R&D space [3][4] - The NDRC is working on establishing industry standards and an entry-exit mechanism to ensure fair competition and orderly development of the industry [4] Group 3: Reform Initiatives - The 14th Five-Year Plan suggests focusing on emerging industries like low-altitude economy, biomanufacturing, and embodied intelligence [5] - The NDRC plans to promote reforms in three areas: market entry, application scenarios, and resource elements to address barriers to industry development [5] - Efforts will be made to optimize the market entry environment, support the cultivation of application scenarios, and enhance the resource guarantee mechanism to facilitate the flow of advanced resources towards new productive forces [5]