公募REITs周速览（2026年1月12-16日）：小幅回调

1. Report Industry Investment Rating - No relevant information provided 2. Core Viewpoints of the Report - In the week from January 12 - 16, 2026, the CSI REITs Total Return Index closed at 1025.26 points, down 0.35% weekly, with average daily trading volume of 124 million units, average daily trading value of 526 million yuan, and average daily turnover rate of 0.45%, showing a volume - shrinking correction in the second week of the year. As of January 16, the total market value of 78 listed REITs in China was 222.5 billion yuan, a week - on - week decrease of 0.39%. [1][12] - In the secondary market, except for the industrial park sector which rose 0.36%, other asset types declined slightly, with the energy facilities, new - type facilities, and rental housing sectors leading the decline. In the primary market, the Shanghai Stock Exchange issued the second - round feedback on Shanxi Securities Jinzhong Public Investment Ruiyang Heating REIT on January 15, 2026. [2][6] 3. Summary by Relevant Catalogs Secondary Market: Slight Decline in Each Asset Type and Weakening Trading Activity - Overall Market Performance: The CSI REITs Total Return Index declined, with reduced trading volume and turnover rate. The total market value of listed REITs also decreased slightly. [1][12] - Sector - by - Sector Performance - Industrial Park: The only rising sector this week, with a dividend distribution rate of about 4.57%. It's recommended to focus on park REITs with stable fundamentals, income distribution adjustment mechanisms, and high dividend distribution rates, such as CICC Chongqing Liangjiang, Huaxia Jinyu Zhizao Gongchang, and Chuangjin Hexin Shounong. [2][21] - Energy Facilities: The sector with the largest decline this week, possibly affected by the Q4 2025 operating data. Some individual bonds, such as CITIC Construction Investment Mingyang Smart Energy New Energy, had significant declines. However, AVIC Jingneng Photovoltaic REIT is worthy of attention after its expansion and addition of hydropower assets. [3][25] - Data Center (IDC): The sector corrected this week. Benefiting from the strong demand in the AI computing power sector in the equity market, the future demand of the projects is sustainable, and the industry is highly prosperous. The dynamic dividend distribution rates of the two IDC REITs are about 3.60% and 3.47% respectively. [4][29] - Consumption Infrastructure: Relatively resilient. Some REITs, such as CCB Principal Wumart Consumption, led the increase. With high occupancy rates and slightly rising rent prices, and approaching traditional consumption seasons like the Spring Festival, it's worth continuing to pay attention to, especially those with high dividend distribution rates. [4][32] - Rental Housing: The performance was mixed. Some were driven up by expansion expectations. The sector has a good fundamental situation, and it's recommended to focus on REITs with a dividend distribution rate of over 3.1%. [5][35] Primary Market: Second - Round Feedback on Shanxi Securities Jinzhong Public Investment Ruiyang Heating REIT - On January 15, 2026, the Shanghai Stock Exchange issued the second - round feedback on Shanxi Securities Jinzhong Public Investment Ruiyang Heating REIT, focusing on issues such as heat source price, heating shutdown rate, operation management fee, and pipeline transportation fee. [6][45] - As of January 16, 2026, there was 1 project issued but not yet listed, 11 projects with feedback, and 4 projects accepted by the exchange. [7][47]