Group 1: Industry Dynamics - The Southern Runze Technology Data Center REIT received a subscription multiple of 167.06 times, indicating strong market response. The fund is set to officially launch for public investors on July 14, with a unit price of 4.5 yuan and a total issuance scale of 1 billion units, aiming to raise approximately 4.5 billion yuan [1][7]. Group 2: Primary Market - As of July 4, 2025, the total issuance scale of listed REITs reached 177.1 billion yuan, with a total of 68 REITs issued [8]. Group 3: Market Performance - For the week of June 30 to July 4, 2025, the CSI REITs total return index increased by 0.66%, while the total REITs index rose by 0.99%. The property REITs index and operating rights REITs index saw increases of 1.07% and 1.06%, respectively. The total REITs index underperformed the CSI 300 index by 0.55 percentage points but outperformed the CSI All Bond Index by 0.82 percentage points and the Nanhua Commodity Index by 0.20 percentage points. Notable individual performers included CICC China Green Development Commercial REIT (+6.50%), E Fund Huawai Agricultural Market REIT (+5.25%), and Huaxia Nanjing Expressway REIT (+3.91%) [2][16][25]. Group 4: Liquidity - The overall trading activity of REITs increased this week, with a total trading volume (MA5) of 666 million yuan, up 15.0% from the previous week. The trading volumes for property and operating rights REITs were 378 million yuan and 248 million yuan, reflecting changes of 16.5% and -0.4%, respectively. Specific categories such as park infrastructure, energy infrastructure, and consumption infrastructure saw significant changes in trading volumes, with consumption infrastructure accounting for 21.6% of the total trading volume [3][36]. Group 5: Valuation - The report includes various valuation metrics and comparisons across different REIT categories, although specific valuation figures are not detailed in the provided content [41].
南方润泽科技数据中心REIT获超百倍认购
Tianfeng Securities·2025-07-06 03:41