Core Viewpoint - The recent approval of public REITs, particularly in the data center sector, marks a significant expansion in China's REITs market, indicating a growing recognition and support for diverse asset types and innovative financing solutions [1][2][7]. Group 1: Recent Developments in Public REITs - Several public REITs, including the first data center REITs, have been approved, filling a market gap in the data center sector [1][2]. - As of June 20, the total number of public REITs in the market has exceeded 85, with underlying assets expanding to ten categories [4][5]. - The average increase in the price of listed public REITs has surpassed 20% this year, with some experiencing gains over 50% [5][6]. Group 2: Specific REITs and Their Characteristics - The first public data center REITs approved include the Southern Universal Data Center REIT and Southern Runze Technology Data Center REIT, with total fundraising amounts of 800 million and 1 billion shares, respectively [2][3]. - The first public REIT from Chuangjin Hexin, the Shou Nong Industrial Park REIT, has a stable occupancy rate of approximately 94.8% as of December 31, 2024 [3]. Group 3: Market Trends and Future Outlook - The public REITs market is expected to continue its growth trajectory, driven by policy support, market efficiency, and increasing investor awareness [1][7]. - Analysts predict that new asset types, such as data centers and smart city facilities, will emerge, aligning with the demands of the digital economy [7][8]. - The market still faces challenges, including the need for improved asset diversity and market scale, as well as the necessity for regulatory enhancements to streamline the issuance and operation of REITs [8].
新产品获批填补空白,这类基金年内最高涨幅超50%
券商中国·2025-06-22 08:17