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聚焦电力市场化改革 中信建投国家电投新能源REIT再启投资者开放日活动
Xin Hua Cai Jing· 2025-12-05 10:42
Core Insights - The event organized by CITIC Construction Investment Fund and CITIC Construction Investment Securities focused on investment opportunities in REITs under the backdrop of market-oriented reforms in the renewable energy sector [1][2] - The Jiangsu branch of State Power Investment Corporation presented its renewable energy project layout in Jiangsu and discussed the positive role of public REITs in revitalizing existing assets and promoting energy transition [1] - Experts from the local power industry analyzed the policy framework and development trends for renewable energy participation in the electricity market, highlighting the challenges and strategies for renewable enterprises in market transactions [1][2] REITs Market Analysis - The chief analyst from CITIC Construction Investment Securities reviewed the expansion progress of the REITs market since 2025, emphasizing the long-term investment logic of energy infrastructure REITs [2] - The representative from State Power Investment Corporation's Jiangsu offshore wind power company shared insights on the digital operation and management experience of offshore wind assets, showcasing operational efficiency and management standards [2] - The discussions during the event clarified the role of infrastructure REITs in the electricity reform process, addressing practical issues such as the impact of natural resource fluctuations on returns [2] Future Engagement - The event served as an effective platform for investors to gain insights into trends in the renewable energy electricity market and the value of REITs assets through policy interpretation, case sharing, and market analysis [2] - CITIC Construction Investment plans to continue investor engagement activities to timely convey industry dynamics and project information, focusing on long-term development opportunities in the renewable infrastructure sector [2]