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2 Net Lease REITs That I Consider To Be The 'Gold Standard'
Seeking Alpha· 2025-06-20 11:00
Group 1 - Costco is favored by consumers for its value and frugality, attracting a loyal customer base [1] - The company offers a wide range of products, appealing to various consumer needs [1] Group 2 - iREIT® provides in-depth research on various investment vehicles including REITs, mREITs, and ETFs [2] - The iREIT® Tracker includes data on over 250 tickers, offering quality scores and buy/trim targets [2]
【立方债市通】吴清再提科创债/河南A股公司40亿小公募注册/上交所终止审核11笔债券项目
Sou Hu Cai Jing· 2025-06-20 05:15
Financial Collaboration - Shanghai and Hong Kong signed the "Action Plan for Collaborative Development of International Financial Centers," focusing on 38 measures to enhance financial market connectivity and cross-border financial services innovation [1] - The plan prioritizes optimizing the Bond Connect and Swap Connect mechanisms, aiming to establish Shanghai and Hong Kong as global centers for RMB asset allocation and risk management [1] Macro Dynamics - The People's Bank of China announced the establishment of an interbank market trading report database to collect and analyze trading data across various financial sub-markets [2] - The China Securities Regulatory Commission emphasized strengthening the linkage between stocks and bonds to support technological innovation, promoting the development of technology innovation bonds and related financial products [3][4] Green Finance Initiatives - The People's Bank of China plans to pilot green foreign debt policies to encourage eligible enterprises to utilize foreign debt for green projects [6] Regional Financial Developments - The Ministry of Finance allocated a new local government debt limit of 2,334 billion yuan for Henan Province in 2025, with specific limits for general and special debts [8] - Shanghai plans to issue 68 billion yuan in special bonds for urban infrastructure projects [9] Financial Market Updates - The financial situation in Henan Province showed a loan balance of 92,521.6 billion yuan as of the end of May, reflecting a year-on-year growth of 6.5% [10] - The Hainan branch of the People's Bank of China is supporting local banks in issuing technology innovation financial bonds [12] Bond Issuance Activities - The Zhumadian Urban Construction Investment Group completed the issuance of 3.71 billion yuan in renewable corporate bonds with an interest rate of 2.57% [14] - The Henan Zhongyuan Expressway Company is in the process of registering a public bond issuance of up to 40 billion yuan [13] Market Sentiment - The market sentiment indicates a noticeable supportive attitude from the central bank, with discussions around the potential resumption of bond purchases and the inclusion of short-term government bonds in reserve requirements [19]
科创板ETF纳入基金投顾投资范围;10家公募抢报科创债ETF丨天赐良基早参
Mei Ri Jing Ji Xin Wen· 2025-06-20 01:00
Group 1: ETF Dividend Records - Huatai-PB CSI 300 ETF announced a record dividend amount of 8.4 billion yuan, setting a new record for single fund dividends in the domestic ETF market [1] - Other ETFs such as Huaxia CSI 300 ETF and Jiashi CSI 300 ETF also reported single dividends exceeding 1 billion yuan this year, indicating a trend of increasing dividend distributions among ETFs [1] Group 2: Hong Kong Themed ETFs - In June, Hong Kong themed ETFs saw a net inflow of over 2.5 billion yuan, with several ETFs reaching historical highs in terms of shares [2] - The Huatai-PB Hong Kong Stock Connect Innovative Drug ETF reached a record share count of 4.328 billion, with a total scale of 6.538 billion yuan, marking a more than fivefold increase in share count this year [2] Group 3: Public REITs Approval - The first two public REITs focused on data centers, managed by Southern Fund, were approved for listing on the Shanghai and Shenzhen stock exchanges [3] - This approval marks a significant expansion of the public REITs market in China, diversifying underlying assets to include data centers, thus meeting various investor preferences [3] Group 4: Inclusion of Sci-Tech Board ETFs - The China Securities Regulatory Commission announced the inclusion of Sci-Tech Board ETFs in the investment scope for fund advisors, aiming to attract more long-term capital [4] - As of June 17, 2025, there are 92 ETFs related to the Sci-Tech Board, with a total scale nearing 280 billion yuan, including four ETFs exceeding 10 billion yuan [4] Group 5: Launch of Sci-Tech Bond ETFs - Ten fund management companies, including E Fund and Bosera, have submitted applications for the first batch of Sci-Tech Bond ETFs [5][6] - These ETFs will track various indices related to AAA-rated technology innovation company bonds, with some set to be listed on the Shanghai Stock Exchange and others on the Shenzhen Stock Exchange [6] Group 6: Market Performance Overview - On June 19, the market experienced a decline, with the Shanghai Composite Index falling by 0.79% and the Shenzhen Component Index by 1.21% [8] - Despite the overall market downturn, certain sectors such as oil and gas stocks showed resilience, with significant gains in related ETFs [8]
双双获批,又有重磅新品来了!
天天基金网· 2025-06-19 03:24
基金市场又迎来重磅新品! 在6月18日举行的2025陆家嘴论坛上,中国证监会主席吴清表示,今天,证监会将批复全国 首批2只数据中心REITs注册,下一步将继续支持科技企业利用知识产权、数据资产等新型资 产开展资产证券化、REITs等融资,进一步盘活科技创新领域存量资产。 中国证监会和交易所官网显示,南方万国数据中心REIT、南方润泽科技REIT日前双双获批。 业内人士表示,首批数据中心公募REITs获批,是在国家大力推进新基建与数字经济发展的背 景下,资本市场服务实体经济的又一创新实践。 首批数据中心REITs获批 此次获批的南方润泽科技REIT以全国领先的综合算力中心领域的科技公司——润泽智算科技 集团旗下国际信息云聚核港(ICFZ)A-18数据中心项目为底层资产,项目位于全国一体化算 力网络京津冀国家枢纽节点的核心地带,是支撑区域数字经济高质量发展的重要基础设施。 业内人士表示,南方润泽科技REIT实现了对存量优质资产的有效盘活,打通了民营科技企业 创新融资渠道,有望进一步助力数字中国建设、培育新质生产力、推动民营经济高质量发 展。 REITs市场迎来新品种,首批2只数据中心REITs正式获批,沪深交易所 ...
金融部门一把手释放重磅政策信号
Bei Jing Shang Bao· 2025-06-18 16:49
Group 1: Financial Policy Initiatives - The People's Bank of China announced eight major financial opening-up measures to be implemented in Shanghai, including the establishment of a trading report database for the interbank market and a digital RMB international operation center [3][4] - The measures aim to enhance financial services, facilitate cross-border trade settlement, and innovate monetary policy tools, providing a detailed development strategy for Shanghai's financial openness [3][4] - Specific initiatives include a pilot for offshore trade finance services in the Lingang New Area and the development of free trade offshore bonds to broaden financing channels for enterprises involved in the Belt and Road Initiative [3][4] Group 2: Support for Technology and Innovation - The China Securities Regulatory Commission (CSRC) plans to strengthen the linkage between equity and debt financing to support technological innovation, including the development of technology innovation bonds and the introduction of a technology innovation bond ETF [6][7] - The first two data center REITs were approved, which will help unlock the value of existing assets in the data center sector and provide new financing avenues for technology enterprises [6][7] - The CSRC aims to promote asset securitization and REITs based on new asset types such as intellectual property and data assets, further enhancing financing in the technology sector [6][7] Group 3: Foreign Investment and Regulatory Environment - The Financial Regulatory Administration is promoting foreign investment in areas such as wealth management and asset allocation, creating strategic opportunities for foreign institutions [9][10] - A new action plan was released to support the construction of Shanghai as an international financial center, emphasizing the need for institutional openness and international standards [5][9] - The regulatory framework will be optimized to create a transparent and stable environment for foreign institutions, enhancing their ability to operate in China [10][11] Group 4: Cross-Border Financing and Trade Facilitation - The State Administration of Foreign Exchange (SAFE) plans to introduce multiple policies to facilitate cross-border trade and investment, including expanding high-level open pilot programs for cross-border trade [12][13] - New policies will support the financing of technology enterprises and streamline capital project income usage, enhancing international economic cooperation [12][14] - SAFE will also implement a series of foreign exchange innovation policies in free trade pilot zones to support strategic initiatives [14]
双双获批,又有首批来了!
Zhong Guo Ji Jin Bao· 2025-06-18 13:39
中国证监会和交易所官网显示,南方万国数据中心REIT、南方润泽科技REIT日前双双获批。 在6月18日举行的2025陆家嘴论坛上,中国证监会主席吴清表示,今天,证监会将批复全国首批2只数据中心REITs注册,下一步将继续支持科技企业利用 知识产权、数据资产等新型资产开展资产证券化、REITs等融资,进一步盘活科技创新领域存量资产。 业内人士表示,首批数据中心公募REITs获批,是在国家大力推进新基建与数字经济发展的背景下,资本市场服务实体经济的又一创新实践。 首批数据中心REITs获批 REITs市场迎来新品种,首批2只数据中心REITs正式获批,沪深交易所各有1只。 基金市场又迎来重磅新品! 批复公告显示,南方万国数据中心REIT基金合同期限为50年,准予基金的募集份额总额为8亿份。南方基金为基金的基金管理人,招商银行为基金的基金 托管人。 南方万国数据REIT以万国数据旗下位于昆山市花桥镇的国金数据云计算数据中心项目为底层资产。昆山花桥作为全国数据中心版图中极具战略意义的关 键节点,已深度嵌入长三角一体化发展格局,扮演着"数字经济时代长三角数据交互中枢"的重要角色,为国金数据云计算数据中心项目提供了不可多 ...
双双获批,又有首批来了!
中国基金报· 2025-06-18 13:26
基金市场又迎来重磅新品! 在6月18日举行的2025陆家嘴论坛上,中国证监会主席吴清表示,今天,证监会将批复全国 首批2只数据中心REITs注册,下一步将继续支持科技企业利用知识产权、数据资产等新型资 产开展资产证券化、REITs等融资,进一步盘活科技创新领域存量资产。 中国证监会和交易所官网显示,南方万国数据中心REIT、南方润泽科技REIT日前双双获批。 业内人士表示,首批数据中心公募REITs获批,是在国家大力推进新基建与数字经济发展的背 景下,资本市场服务实体经济的又一创新实践。 首批数据中心REITs获批 REITs市场迎来新品种,首批2只数据中心REITs正式获批,沪深交易所各有1只。 证监会网站显示,由南方基金担任基金管理人的南方万国数据中心封闭式基础设施证券投资 基金(以下简称南方万国数据中心REIT)获得中国证券监督管理委员会正式准予注册批复, 此前已获得上海证券交易所无异议函。 【导读】南方万国数据中心REIT、南方润泽科技REIT双双获批 中国基金报记者 方丽 批复公告显示,南方万国数据中心REIT基金合同期限为50年,准予基金的募集份额总额为8 亿份。南方基金为基金的基金管理人,招商银 ...
南方基金助力全国首批、上交所首单数据中心公募REIT正式获批
Xin Lang Ji Jin· 2025-06-18 09:41
在国家大力推进新基建与数字经济发展的背景下,资本市场服务实体经济再添创新实践。6月18日,中 国证监会和上交所官网显示,由南方基金担任基金管理人的南方万国数据中心封闭式基础设施证券投资 基金(以下简称"南方万国数据中心REIT")获批。作为上交所首单数据中心类公募REITs,该产品的获 批标志着国内REITs底层资产实现战略性扩容,首次填补数据中心领域市场空白,为资本市场注入全新 活力,也为数据中心行业通过资产证券化拓展融资渠道提供了创新性实践范例。 近年来,国家层面密集出台政策为数据中心等新型基础设施建设 "保驾护航"。中国证监会先后发布 《资本市场服务科技企业高水平发展的十六项措施》《关于资本市场做好金融 "五篇大文章" 的实施意 见》,明确将数据中心、人工智能等新基建领域纳入REITs支持范畴,旨在通过资本市场机制优化资产 配置、拓宽融资渠道,推动技术创新与产业升级深度融合。 在2025年全国两会上,数字经济、人工智能与算力成为备受关注的焦点议题。今年《政府工作报告》明 确提出,持续推进 "人工智能+" 行动,而算力作为数字经济时代的核心生产力,不仅是推动千行百业数 字化转型的关键引擎,更为数字中国建设 ...
全国首批2只数据中心REITs注册获批
news flash· 2025-06-18 09:29
全国首批2只数据中心REITs注册获批 智通财经6月18日电,记者从证监会网站获悉,南方基金担任基金管理人的南方万国数据中心REIT、南 方润泽科技REIT两只REITs已经获批,2只REITs分别于3月24日、3月10日上报。这2只REITs获批,标志 着公募REITs底层资产成功扩容,填补了国内REITs市场相关领域的空白。就在今天上午,证监会主席 吴清在2025陆家嘴论坛上透露,今日批复全国首批2只数据中心REITs注册,下一步将继续支持科技企 业利用知识产权、数据资产等新型资产开展资产证券化、REITs等融资,进一步盘活科技创新领域存量 资产。(智通财经记者 闫军) ...
中国证监会:加力推出进一步深化改革的“1+6”政策措施
"6"即在科创板创新推出6项改革措施,包括对于适用科创板第五套标准的企业,试点引入资深专业机构 投资者制度;面向优质科技企业试点IPO预先审阅机制;扩大第五套标准适用范围,支持人工智能、商 业航天、低空经济等更多前沿科技领域企业适用;支持在审未盈利科技企业面向老股东开展增资扩股等 活动;完善科创板公司再融资制度和战略投资者认定标准;增加科创板投资产品和风险管理工具等。同 时,也将在创业板正式启用第三套标准,支持优质未盈利创新企业上市。 进一步强化股债联动服务科技创新的优势。大力发展科创债,优化发行、交易制度安排,推动完善贴 息、担保等配套机制,加快推出科创债ETF,积极发展可交换债、可转债等股债结合产品。吴清表示, 将批复全国首批2只数据中心REITs注册,下一步将继续支持科技企业利用知识产权、数据资产等新型 资产开展资产证券化、REITs等融资,进一步盘活科技创新领域存量资产。 中国证监会:加力推出进一步深化改革的"1+6"政策措施 (总台央视记者 张道峰 白廷俊) 2025陆家嘴论坛今天在上海举行,中国证监会主席吴清介绍,将继续充分发挥科创板示范效应,加力推 出进一步深化改革的"1+6"政策措施。 来源: ...