华安百联消费REIT迎2025年度第二次分红 拟分配金额达3446万元

Core Viewpoint - The Huaan Bailian Consumption REIT is set to distribute dividends amounting to 34.46 million yuan, representing 99.98% of the distributable amount as of September 30, 2025, highlighting its strong cash flow and dividend capacity since its listing [1] Group 1: Fund Performance - The fund will distribute 0.3446 yuan per 10 shares, marking its second dividend distribution in 2025 and the fourth since its inception [1] - The annualized cash flow distribution rate reached 4.70% as of September 30, 2025, indicating robust performance in the secondary market for public REITs [1] Group 2: Underlying Asset Operations - The underlying asset, Bailian Youyi City Shopping Center, has demonstrated efficient operations, contributing to the fund's stable cash flow [1] - In 2025, the shopping center signed 55 new brands, including 17 regional first stores and 3 Shanghai first stores, with 12 new brands signed in Q4 alone [2] Group 3: Customer Engagement and Digitalization - The project has effectively targeted young consumers through events like the "Green Tree E-sports" first store and urban competitions, resulting in a daily footfall increase to 84,800, a 12.92% year-on-year growth [2] - A comprehensive upgrade of the customer flow analysis system in 2025 has enabled precise data capture and analysis, enhancing operational efficiency and brand performance [3] Group 4: Market Position and Future Outlook - The Huaan Bailian Consumption REIT aims to leverage its solid operational capabilities and digital management to provide sustainable returns for investors, playing a crucial role in the transformation of commercial real estate and boosting urban commercial vitality [4]