Group 1 - Over 85% of the 66 public REITs reported quarterly profits in Q2, with consumer assets performing particularly well, while logistics and industrial park assets faced operational pressures [2][3] - The standout performer was Ping An Ningbo Transportation REIT, achieving a net profit of 113 million yuan, the only product exceeding 100 million yuan in net profit [3] - 13 products reported revenues exceeding 100 million yuan in Q2, indicating strong performance in certain segments [3] Group 2 - Logistics and industrial park REITs showed disappointing performance, with half of the 10 products reporting net losses, including Zhonghang Yishang Logistics REIT, which lost 18.22 million yuan [3][4] - Consumer REITs maintained high occupancy rates, with Huaxia Dayuecheng Commercial REIT reporting an occupancy rate of 98.44% as of June [3] - The overall market for public REITs has shown resilience, with the CSI REITs total return index rising by 12.34% this year, outperforming major indices [5] Group 3 - Broker proprietary funds have become significant players in the public REITs market, actively participating in both primary and secondary markets [6] - The recent listing of Chuangjin Hexin Shounong REIT saw a first-day increase of over 25%, highlighting strong institutional interest [5] - Brokerages like Huatai Securities and CITIC Securities hold substantial shares in newly established REITs, indicating a trend of increasing institutional investment [6]