Group 1 - As of May 31, 2025, the number of public REITs in China reached 66, with a total issuance scale of 174.39 billion yuan, primarily in transportation infrastructure and park infrastructure [2] - The weighted REITs index closed at 139.99 with a monthly return of 3.71%, outperforming A-shares, gold, and crude oil [3] - The top three asset types with the highest returns were affordable housing, warehousing logistics, and consumer-related REITs [3] Group 2 - The total trading volume of public REITs decreased compared to the previous month, with an average daily turnover rate of 0.65% [4] - The total net inflow of main funds reached 10.056 million yuan, indicating a decline in market trading enthusiasm [4] - The total amount of block trades decreased month-on-month, with a total of 1.12 billion yuan in block trades during the month [5]
【固收】二级市场价格震荡上行,多只REITs产品等待上市——REITs月度观察(20250501-20250531)(张旭)