媒体视角 | 全国首批、上交所首单数据中心REITs上市

Core Viewpoint - The successful listing of the Southern Universal Data Center REIT marks a significant milestone for the REITs market in China, demonstrating the integration of technology, capital, and the real economy, and promoting high-quality development in the sector [1][2]. Group 1: REITs Market Development - The Southern Universal Data Center REIT is the first data center REIT listed on the Shanghai Stock Exchange, representing a key step in the development of the REITs market under the guidance of the China Securities Regulatory Commission [1]. - As of August 8, 2024, the Shanghai Stock Exchange has launched 49 REITs, including first listings in various sectors such as consumer facilities, hydropower, and data centers, showcasing a positive scale and demonstration effect [2]. - The REITs market is experiencing accelerated regular issuance, with 8 REITs announcing expansion and 3 receiving approval for expansion in 2024 [2]. Group 2: Financial Performance and Projections - The underlying asset of the Southern Universal Data Center REIT is the Guojin Data Cloud Computing Data Center project, which has maintained a 100% signing rate and over 92% billing rate for the past three years, with a projected annual cash distribution rate of 5.07% by 2025 [1]. - The total fundraising scale for the project is 24 billion yuan, with net proceeds primarily allocated to the construction of data centers to enhance computing power supply and support technological innovation and digital transformation [1]. Group 3: Future Directions - The Shanghai Stock Exchange plans to further accelerate the regular issuance of REITs and improve operational standards, aiming to create a high-quality REITs market that better serves national strategies and overall economic development [3].