Workflow
商业资产证券化
icon
Search documents
3091.7亿认购资金加持!凯德持续夯实高端消费格局
Sou Hu Cai Jing· 2025-09-25 05:45
近日,华夏基金发布公告,国内首单外资消费REITs——华夏凯德商业REIT(代码:508091),已于 2025年9月9日至10日发售,单价5.718元/份,拟募资22.872亿元,其中公众发售4786.8万份,1000元 (含认购费)起投。据最新发售结果显示,基金比例配售前认购资金累计3,091.7亿元,公众投资者有效 认购倍数超535.2倍、网下投资者有效认购倍数超252.6倍,认购热度空前,总认购资金超3091亿元,为 拟募集规模的135.2倍,充分体现市场对首单外资消费REITs投资价值的高度认可。 白云商圈破局行业现状,突破向上发展 华夏REIT核心资产,稀缺价值引关注 据悉,华夏凯德商业REIT首发底层资产为两个购物中心——凯德广场·云尚和凯德广场·雨花亭,两个资 产均运营超九年,业态品牌矩阵丰富,资产基本面稳固。其中,凯德广场・云尚地处白云新城CBD核 心区位,周边环绕多个成熟住宅社区与高端办公楼,紧邻地铁二号线白云公园站,毗邻广州市儿童公 园,交通便捷度与客群基础优势显著。而基金主要原始权益人及运营管理机构——凯德投资,在国内18 个城市布局40多个优质零售物业,资产规模超800亿元。凯德广场 ...
REITs激活消费场景价值——一个探索商业资产证券化的“新范本”
Core Viewpoint - The successful issuance of public REITs for the Baillan Wujiaochang Shopping Center demonstrates the potential for revitalizing existing commercial assets and enhancing urban consumption through a structured financial mechanism [1][2]. Group 1: Performance Metrics - In Q2 2024, the shopping center recorded a foot traffic of 5.5 million, representing a year-on-year increase of 13% [4]. - The contribution rate from member consumption rose to 72.45%, with over 20,000 new members added [4]. Group 2: Strategic Initiatives - Baillan Group is accelerating the formation of a full-cycle industrial chain layout from Pre-REITs to public REITs, leveraging favorable policies and asset foundations [2]. - The company is building a mature asset management system with the capability to replicate successful project management experiences across different commercial scenarios [5]. Group 3: Market Impact - The introduction of consumption REITs is seen as a tool for urban renewal and stimulating regional consumption potential, creating a virtuous cycle of "stock renewal - capital realization - incremental investment" [5]. - The REITs mechanism enhances the operational quality and customer experience, leading to a cycle of asset appreciation, operational optimization, and increased brand value [5][6]. Group 4: Consumer Engagement - The shopping center attracts diverse consumer groups, including families and young adults, through various amenities and activities, such as an ice skating rink and themed entertainment [3][4]. - Digital operations are enhanced through systems that manage sales and target marketing, improving service levels and customer engagement [4].