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中银中外运仓储物流REITs审批通过
Tianfeng Securities·2025-06-01 09:07

Industry Dynamics - The approval of Zhongyin Zhongwaiyun Warehousing and Logistics REITs was announced on May 30, 2025, along with the approval of Guotai Junan Lingang Innovation Manufacturing Industrial Park REITs expansion [1][7]. Primary Market - As of May 30, 2025, the total issuance scale of listed REITs reached 174.4 billion, with a total of 66 REITs issued [8]. Market Performance - During the week of May 26 to May 30, 2025, the CSI REITs total return index increased by 0.03%, while the property REITs index decreased by 0.25%, and the operating rights REITs index rose by 0.46%. The REITs total index outperformed the CSI 300 index by 1.08 percentage points [2][16]. Liquidity - The total trading volume of REITs for the week was 476 million, a decrease of 23.7% from the previous week. The trading volumes for property and operating rights REITs were 281 million and 195 million, respectively, also showing declines of 23.9% and 23.4% [3][36]. Correlation - The correlation coefficients between the CSI REITs index and various indices over the past 20 days show a positive correlation with the CSI 300 index (0.534) and a negative correlation with the CSI all bond index (-0.144) [29].