国家发改委:储能设施项目可申报基础设施REITs!

Core Viewpoint - The National Development and Reform Commission (NDRC) has released a notification to expand the scope of infrastructure Real Estate Investment Trusts (REITs) to activate existing assets and promote a virtuous investment cycle [2][5]. Summary by Relevant Sections Expansion of REITs - The NDRC aims to enhance the role of infrastructure REITs in revitalizing existing assets and facilitating investment cycles, in line with national policies for urban high-quality development and consumption stimulation [5][6]. Eligible Project Categories - The notification outlines 15 categories of projects eligible for application, including: 1. Energy Infrastructure: Projects in clean energy such as wind, solar, hydro, natural gas, biomass, and nuclear power, as well as energy storage and flexible coal power projects [9]. 2. Transportation Infrastructure: Includes toll roads, railways, airports, and ports [9]. 3. Municipal Infrastructure: Covers urban water supply, gas, heating projects, and parking facilities [10]. 4. Ecological and Environmental Infrastructure: Involves urban sewage and waste treatment facilities [10]. 5. Logistics Infrastructure: Warehousing services including general and specialized cold storage [10]. 6. Park Infrastructure: Facilities in free trade zones and national-level development zones [10]. 7. New Infrastructure: Projects related to data centers, AI, 5G, and smart city initiatives [10]. 8. Rental Housing: Projects for affordable and public rental housing in major cities [11]. 9. Water Conservancy Facilities: Projects with water supply and power generation functions [12]. 10. Cultural and Tourism Infrastructure: Projects related to national heritage and major tourist attractions [12]. 11. Consumer Infrastructure: Includes shopping centers, community commercial projects, and sports venues [12]. 12. Commercial Office Facilities: High-grade office buildings in major cities [13]. 13. Elderly Care Facilities: Registered elderly care projects [14]. 14. Urban Renewal Facilities: Projects for the renovation of old neighborhoods and factories [14]. 15. Other Infrastructure Projects: Projects aligned with national strategic and industrial policies [15]. Project Quality and Compliance - Projects must adhere to the guidelines set forth in previous notifications and should be selected based on quality, with a focus on risk awareness [6][7].