Group 1: Core Insights - The report highlights the successful listing of the first public REIT in Sichuan, the Guangfa Chengdu High-Tech Industrial Park REIT, which raised a total of 1.25 billion RMB with a subscription price of 3.125 RMB per share [1][11]. - On its first trading day, the REIT opened at 3.250 RMB, peaked at 3.474 RMB, and closed at 3.399 RMB, achieving a daily increase of 8.77% with a trading volume of 14.07 million RMB [1][11]. - The overall REIT market experienced a decline, with the CSI REITs Index falling by 0.77%, while the total REITs index increased by 0.30% during the week of December 16-20, 2024 [19][26]. Group 2: Market Performance - The Guangfa Chengdu High-Tech Industrial Park REIT led the market with a weekly increase of 9.47%, while other notable performers included the Guojun City Investment Wide Court Affordable Housing REIT and the Huaxia Huayuan Commercial REIT, with increases of 5.51% and 5.06% respectively [26]. - The report indicates that the total trading volume of REITs for the week was 515 million RMB, a decrease of 13.7% from the previous week [1][19]. - In terms of asset class performance, the REITs total index outperformed the CSI 300 index by 0.44 percentage points and the Zhongzheng All Bond Index by 0.07 percentage points [19][24]. Group 3: Liquidity and Trading Activity - The report notes a decrease in overall trading activity for REITs, with the park infrastructure REITs category showing the highest trading volume [3][19]. - The average trading volume for different REIT categories was reported, with park infrastructure REITs accounting for 25.2% of the total trading volume [1][19]. - The report provides detailed trading performance for various REITs, indicating fluctuations in their weekly, 20-day, 60-day, and year-to-date performance metrics [31][32].
周观REITs:广发成都高投产业园REIT上市
Tianfeng Securities·2024-12-22 07:35