市场回顾 | 公募REITs每日复盘20250114

Market Performance - The public REITs market continued its downward trend, with the consumption sector experiencing the smallest decline and the municipal environmental sector facing the largest drop[1] - Total trading volume for public REITs today was 562 million CNY, up 0.97% from the previous trading day, indicating moderate trading activity[1] - The Shanghai Composite Index rose by 2.54% to close at 3240.94 points, while the Shenzhen Component increased by 3.77% and the ChiNext Index surged by 4.71%[1] Sector Analysis - Among individual REITs, Chongqing Liangjiang and Shen International REITs led the gains, rising by 0.44% and 0.29% respectively[1] - Conversely, Nanjing Expressway and He Da Gaoke REITs were the biggest losers, falling by 2.15% and 2.08% respectively[1] - The overall A-share market saw a trading volume of 1.37 trillion CNY, significantly higher than the previous day's 976.2 billion CNY[1] Bond Market Insights - In the bond market, most government bonds and futures strengthened, while real estate bonds generally declined[1] - The yield on the 10-year government bond was 1.615%, down by 3 basis points from the previous close, indicating a slight widening of the yield spread between 10-year and 1-year bonds[1]