公募REITs行业周报20250517：华泰苏州恒泰REIT下周上市，创金合信电子城REIT申报

Investment Rating - The report does not provide a specific investment rating for the REITs industry [2] Core Insights - The REITs index increased by 1.39% this week, outperforming the CSI 300 which rose by 1.12%, while the CSI 500 index fell by 0.10% [5][17] - The total market capitalization of the REITs industry is 1895.11 billion, with a circulating market value of 863.53 billion [2] - Recent market activity shows a significant increase in trading volume, with a total of 24.4 billion traded this week, marking a 37.7% increase [41] Industry Overview - The report highlights several key events, including the upcoming listing of Huatai Suzhou Hengtai REIT on May 21, 2025, and the application for Chuangjin Hexin Electronic City REIT [7][10] - The report notes that 53 REITs experienced price increases this week, with the largest gain being 8.93% for Huaxia Nanjing Expressway REIT [21] - The correlation of REITs with various indices indicates a low correlation with government bonds and a moderate correlation with stock indices, suggesting diversification benefits [18] Market Performance - The trading activity in the REITs market has shown increased engagement, with daily turnover rates averaging 0.5% [41] - Specific sectors within the REITs market, such as clean energy and consumption, have shown notable trading increases, with clean energy up by 58.4% [41] - The report emphasizes the importance of monitoring macroeconomic and policy environments for potential investment opportunities [6][41]