本报讯 （记者周尚伃）日前，第九届不动产证券化与REITs高峰论坛暨"金萃奖"年度颁奖盛典在上海举行。其中，财通资 管旗下"常熟经开工业坊1期资产支持专项计划（长江经济带）"凭借创新的产品设计、显著的社会效益和广泛的市场认可度， 获"金萃奖——年度最佳类REITs产品"。这也是财通资管斩获的第六座金萃奖杯，体现了业界对财通资管投融联动业务实力的 肯定。 近年来，财通资管发挥券商资管的牌照优势，成功发行多单具有创新意义的资产证券化项目，包括全国首单包含游戏动漫 版权的知识产权ABS、首单清洁能源持有型不动产ABS等，运用资产定价能力与投融端需求匹配能力，为实体经济不断"输 血"，并助力融资主体强化"造血"功能。Wind统计显示，财通资管今年上半年发行33只ABS产品，合计发行规模259.8亿元，排 名行业第八；截至今年6月底，已累计发行206只ABS产品，合计发行规模为1650.9亿元。 （编辑 郭之宸） 据了解，"不动产证券化与REITs高峰论坛"已累计举办九届，是国内不动产证券化与REITs行业具有影响力的年度交流平台 之一，"金萃奖"评选从推动行业创新、促进市场健康发展、提升资产质量、优化投资回报等方面进 ...

🔥 LATEST: $BTC’s current rally comes with a 12.1% rise in global M2.“The more they print, the more Bitcoiners they create,” says River. https://t.co/SG6E87FH1E ...

SIX’s Worldline stake has turned into a millstone around the bourse’s neck, with the exchange likely facing a third writedown in as many years following the recent collapse in Worldline’s share price https://t.co/Uh7iyS5B6T ...

BREAKING:🇨🇳 CHINA'S CENTRAL BANK HAS INJECTED ¥425.7 BILLION IN LIQUIDITY THIS WEEK.AND BEARS ON THIS APP ARE CALLING FOR BLOW-OFF TOP NOW. https://t.co/rIM2eRGu7o ...

策 略 研 究 申 购 策 略 相关研究 证 券 研 究 报 告 证券分析师 彭文玉 A0230517080001 pengwy@swsresearch.com 朱敏 A0230524050004 zhumin@swsresearch.com 任奕璇 A0230525050002 renyx2@swsresearch.com 联系人 本研究报告仅通过邮件提供给 中庚基金 使用。1 任奕璇 (8621)23297818× renyx2@swsresearch.com 2025 年 07 月 13 日 华夏凯德商业 REIT 申购价值分析 投资提示： 请务必仔细阅读正文之后的各项信息披露与声明 - ⚫ 申购策略观点：华夏凯德商业 REIT 底层资产为长沙雨花亭项目、广州云尚项目，项目营业额稳步增长， 出租率持续提升，25 年到期租约 7 成左右已续签/换租，预期未来租金仍有增长空间。其中广州项目租 售比明显较高。原始权益人凯德商用储备项目丰富，资产证券化积累深厚。本基金预计募集资金为 22.97 亿元，预期项目资产未来 12 个月的公允价值区间为 23.47~29.23 亿元，IRR 为 6.90%~7.87%。 ...

Discover how ChatGPT can help you save on groceries. Start by asking it to help you meal plan, write shopping lists, and analyze your spending habits. https://t.co/c2g8gW15Jn ...

上周，创金合信首农REIT公告确认，其网下投资者有效认购申请确认比例仅为0.7755%，难抢程度在现有数据 统计的近70只公募REITs中，排名第13。其公众投资者有效认购申请实际确认比例更是低到0.2616%，相当于 认购1000元只能获配2.6元，哪怕是上市首日涨停，也不过赚得0.78元，被不少个人投资者戏称"不够手续费"。 然而， 在这只产品的网下投资者名单中却集中了43家证券公司的自营账户，以及更多的券商资管产品。 其财 务顾问中信建投证券更是以战略投资者身份，早早锁定了1.63%的发行份额。事实上，券商自营扎堆申购的情 况，也出现在近期发行的不少公募REITs产品中。 华泰联合证券相关业务负责人在接受券商中国记者采访时表示，券商资金负债端较为稳定，交易较为灵活，追 求绝对收益。在低息环境下，REITs相对稳定的高分红稀缺性凸显，近期二级市场表现强劲，自然受到券商基 金的重点关注。此外，REITs投资属于权益工具投资，可以计入FVOCI账户，在收获高额分红的同时，可避免 二级市场价格波动影响投资业绩。从目前战略投资者的占比来看，券商机构的持有量级已经超过保险资管成为 第一大类持有机构类型。 上周，创金 ...

Core Insights - The article emphasizes the importance of delivering actionable insights that help investors navigate complex markets, particularly focusing on emerging markets and under-the-radar opportunities [1]. Group 1 - The company has a strong focus on global equities, especially in emerging markets [1]. - The goal is to provide deep insights that go beyond typical headlines [1]. - The content is published on various platforms, including Seeking Alpha, TipRanks, and GuruFocus [1].

Core Insights - The article highlights the investment strategies of Fred Piard, who focuses on quality dividend stocks and tech innovation companies [1] - Fred Piard has over 30 years of experience in technology and has been investing in data-driven systematic strategies since 2010 [1] Investment Strategies - The investment group Quantitative Risk & Value shares a portfolio that includes quality dividend stocks and companies leading in technological innovation [1] - Fred Piard also provides market risk indicators, a real estate strategy, a bond strategy, and an income strategy in closed-end funds [1]

Group 1 - The Conservative Income Portfolio focuses on value stocks with high margins of safety and aims to reduce volatility through well-priced options [1] - The Enhanced Equity Income Solutions Portfolio is designed to generate yields of 7-9% while minimizing volatility [1] - LMP Capital and Income Fund Inc seeks global investment opportunities in companies with strong fundamentals and a clear market advantage [2] Group 2 - The Covered Calls Portfolio aims for lower volatility income investing with an emphasis on capital preservation [2] - The fixed income portfolio targets securities with high income potential and significant undervaluation compared to peers [2] - Trapping Value consists of analysts with over 40 years of combined experience in generating options income while focusing on capital preservation [3]