Investment Rating - The report does not provide a specific investment rating for the public REITs industry [1]. Core Insights - The REITs index increased by 0.06% this week, while the Shanghai Composite Index and the CSI 300 Index decreased by 0.43% and 0.48%, respectively [4][23]. - The total market capitalization of the REITs industry is 217.15 billion yuan, with a circulating market value of 110.38 billion yuan [1]. - The subscription for the Anbo Warehousing REIT was 146.94 times oversubscribed, with a final pricing of 6.121 yuan per share [6][12]. Summary by Sections Market Overview - This week, the REITs index rose by 0.06%, contrasting with declines in major indices such as the CSI 300 and the CSI Dividend Index [23]. - The trading volume for the week was 2.76 billion yuan, reflecting an increase of 11.1% [7]. Key Events - The listing of Huaxia Zhonghai Commercial REIT on October 31, 2025, saw a price increase of 3.29% with a trading volume of 211.05 million yuan and a turnover rate of 43.36% [6][12]. - The Anbo Warehousing REIT was priced between 5.400 yuan and 6.235 yuan per share, with a final price of 6.121 yuan per share [6][12]. Market Performance - A total of 49 REITs saw price increases, while 26 experienced declines, with the largest gain being 4.22% for Chuangjin Hexin Shounong [27]. - The correlation of REITs with the 10-year government bonds is 0.15, while the correlation with the CSI 300 is 0.37, indicating a moderate relationship with equity markets [23].
中海商业REIT上市微涨,安博仓储REIT获147倍认购
ZHONGTAI SECURITIES·2025-11-02 08:33