基础设施REITs扩围落地 发行范围增至15大行业

Core Insights - The National Development and Reform Commission (NDRC) has officially expanded the scope of infrastructure Real Estate Investment Trusts (REITs) to include more industries and asset types, now covering 15 major sectors [1][2] - The expansion aims to support the development of the real economy by facilitating the issuance of more qualified projects [3] Group 1: Expanded Scope of Infrastructure REITs - The 2025 version of the infrastructure REITs project industry scope includes urban renewal facilities, hotels, sports venues, and commercial office facilities among others [1][2] - The expanded list now encompasses 15 major industries, including transportation, energy, municipal, ecological and environmental protection, warehousing and logistics, and new infrastructure [1][2] Group 2: Historical Context and Progress - The infrastructure REITs initiative began in 2020, with initial inclusion of sectors like warehousing logistics, toll roads, and municipal facilities [2] - As of now, the issuance scope has grown to cover 12 industries and 52 asset types, with 18 asset types from 10 industries having completed their first issuance [2] Group 3: Future Plans and Recommendations - The NDRC plans to enhance collaboration with the China Securities Regulatory Commission (CSRC) to optimize the project application process and improve work efficiency [3] - A total of 105 projects have been recommended to the CSRC, with 83 projects already issued, amounting to a total fund issuance of 207 billion yuan, expected to drive over 1 trillion yuan in new project investments [3]