REIT策略周报：产权弱势，缩量走低-20260301

Group 1 - The report suggests seizing allocation opportunities during market fluctuations while waiting for the next round of market catalysts [1][2] - The overall performance of the REITs index declined, with the China REITs total return index dropping by 1.08% to 1035.78 during the past week [4][6] - New infrastructure and highway REITs showed strong performance, with new infrastructure increasing by 2.01% and highway REITs slightly rising [4][6] Group 2 - The report highlights a divergence in performance among various sectors, with the consumer, industrial park, and affordable housing sectors experiencing significant declines [7][8] - The report notes that the market did not follow the historical trend of post-holiday volume increases, instead showing a decrease in trading volume [6][8] - The report emphasizes the need to monitor market sentiment disturbances while suggesting to capitalize on allocation opportunities during market fluctuations [8]