REIT策略周报：跌势放缓，守正待时-20260315

Group 1 - The report suggests maintaining a defensive posture during the information vacuum period, while capturing allocation opportunities amid market fluctuations, emphasizing a strategy of buying on dips and avoiding chasing highs [1][4][6] - The overall REITs index experienced a weekly decline of 0.43%, closing at 1023.15, with significant drops in the affordable housing and industrial park REITs sectors [6][7] - As of March 13, 2026, there are 79 listed REITs in the domestic market, with a total market capitalization of 224.1 billion and a circulating market value of 123.9 billion [6][7] Group 2 - The report highlights that the downward trend in the REITs market has begun to slow, with some projects showing signs of rebound, as the weekly decline narrowed from 1.08% to 0.43% [7] - A total of 31 projects recorded weekly gains, with notable increases in Chongqing Liangjiang REIT and Huaan Waigaoqiao REIT, both exceeding 2% in single-day gains [7][13] - The report emphasizes the need for caution regarding the sustainability of the rebound, as supply shock expectations continue to suppress the market [7][12]