TYN(SZ:000591) 智通财经网·2025-12-01 09:18Core Viewpoint - The National Development and Reform Commission (NDRC) has issued the "Industry Scope List for Real Estate Investment Trusts (REITs) in the Infrastructure Sector (2025 Edition)", expanding the scope of projects eligible for REITs to include various clean energy and infrastructure projects [1][2]. Group 1: Project Categories - The eligible project categories include: 1. Transportation Infrastructure: Toll roads, railways, airports, and port projects [4]. 2. Energy Infrastructure: Clean energy projects such as wind, solar, hydro, natural gas, biomass, and nuclear power; energy storage facilities; and flexible, low-carbon coal power projects [4]. 3. Municipal Infrastructure: Urban water supply, gas, heating projects, and parking facilities [4]. 4. Environmental Protection Infrastructure: Urban sewage and waste treatment facilities, hazardous waste treatment, and solid waste recycling projects [4]. 5. Warehouse and Logistics Infrastructure: Warehouses providing storage services, including general and cold storage [4]. 6. Park Infrastructure: R&D platforms, industrial plants, and incubators located in free trade zones and national-level development zones [5][6]. 7. New Infrastructure: Data centers, AI infrastructure, 5G, communication towers, IoT, and smart city projects [6]. 8. Rental Housing: Affordable rental housing projects in major cities, public rental housing, and market-oriented rental housing for enterprises [7]. 9. Water Conservancy Facilities: Projects with water supply and power generation functions [7]. 10. Cultural and Tourism Infrastructure: Projects related to natural and cultural heritage, including tourism hotels within designated areas [7]. 11. Consumer Infrastructure: Urban commercial projects such as shopping centers, markets, and sports venues [7]. Group 2: Project Quality and Submission - Projects must adhere to strict quality standards and risk awareness during the application process, emphasizing the importance of high-quality project submissions [2]. - The NDRC will revise the list and project submission requirements as needed to better support the development of the real economy [2].