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公募REITs周速览:扩募概念保租房REITs领涨
HUAXI Securities· 2025-06-15 11:27
Market Performance - The CSI REITs total return index closed at 1114.86 points, up 0.69% for the week, indicating sustained market enthusiasm[1] - The total market capitalization of listed REITs reached 204.1 billion yuan, a week-on-week increase of 0.99%[1] - The number of listed REITs in China will increase to 69 following the recent issuance of three REITs[1] Asset Class Comparison - All REITs asset classes recorded positive growth, outperforming equity markets (CSI 300, CSI 500, CSI 1000, and Hang Seng Tech) and bond markets (CSI All Bonds, CSI Government Bonds, CSI Corporate Bonds, and CSI Convertible Bonds)[1] - The CSI REITs total return index has increased by 15.19% year-to-date, while the CSI REITs closing index has risen by 12.25%[6] Sector Highlights - The rental housing REITs sector led the gains with a weekly increase of 1.43%, driven by the completion of the Huaxia Beijing affordable housing REIT expansion[7] - The consumption facilities and industrial park sectors both recorded a weekly increase of 0.85%[8] Trading Activity - The average daily trading volume was 548 million shares, with a daily average turnover rate of 0.61%, reflecting a 5% increase in trading activity[14] - The municipal environmental protection sector had the highest turnover rate at 1.01%, indicating increased trading interest[16]