国务院：支持全民健身中心、体育公园等体育场地设施发行REITs

Group 1: Core Insights - The report highlights the support from the State Council for the issuance of REITs related to sports facilities, including community fitness centers and sports parks, to enhance sports consumption and promote high-quality development in the sports industry [1][7]. - The total issuance scale of listed REITs reached 190.9 billion yuan, with 73 REITs issued as of September 5, 2025 [8][9]. Group 2: Market Performance - During the week of September 1 to September 5, 2025, the CSI REITs total return index increased by 0.47%, while the total REITs index rose by 0.56% [2][17]. - The top-performing REITs included Huaxia Hefei High-tech Industrial Park REIT (+3.60%), Huaxia Jinju Intelligent Manufacturing Workshop REIT (+2.95%), while the worst performers were Bosera Tianjin Industrial Park REIT (-2.72%) and Huatai Jiangsu Transportation Control REIT (-2.29%) [2][17]. Group 3: Liquidity - The overall trading activity of REITs decreased, with a total trading volume of 446 million yuan, down 30.1% from the previous week [3][36]. - The largest category by trading volume was transportation infrastructure REITs, accounting for 19.9% of the total trading volume [3][36]. Group 4: Correlation - The report provides correlation data between the CSI REITs index and various asset classes, indicating a strong positive correlation with bond indices and a weaker correlation with stock indices [29][30].