Core Viewpoint - The first batch of public REITs focused on data centers has been successfully listed, both experiencing a 30% surge on their debut, indicating strong market interest and potential for growth in this sector [1][3][7]. Group 1: Market Performance - On August 8, the first two data center public REITs, Southern Wanguo Data Center REIT and Southern Runze Technology Data Center REIT, were listed and both hit the 30% limit on their first trading day [3][7]. - The total trading volume for these two REITs reached nearly 700 million yuan, making them the top two in terms of trading volume in the public REITs market [1][7]. - As of August 8, the overall public REITs market has shown impressive performance, with the CSI REITs Total Return Index and the CSI REITs Index rising by 13.37% and 9.91% respectively this year, outperforming major indices like the CSI 300 Index [1][9]. Group 2: Fundraising and Market Expansion - During the issuance phase, the Southern Wanguo Data Center REIT raised 183.54 billion yuan, while the Southern Runze Technology REIT raised 289.63 billion yuan, marking them as significant fundraising successes [7]. - The successful listing of these data center REITs signifies an expansion of the underlying assets in the public REITs market from traditional sectors to new infrastructure areas like data centers, filling a gap in the domestic market [7]. Group 3: Individual REIT Performance - Among the 73 public REITs listed, 70 have recorded positive returns this year, with an average increase of 17.37%. Notably, the Jiashi Wumei Consumption REIT has surged over 50% [9][10]. - The top-performing REITs this year include Jiashi Wumei Consumption REIT with a 50.39% increase, and others like Boshi Jinkai Science and Technology Park REIT and Huaxia Dayuecheng Commercial REIT, both showing significant gains [10].
果然,全部30%涨停!
中国基金报·2025-08-08 09:16