研究报告合集下载链接（下载密码欢迎联系团队成员或对口销售）： https://pan.baidu.com/s/1d2oPPwOo4jMsF-kYQ5XpMg 基金系列专题报告 《系列一：基金研究框架构建之权益基金篇》 《系列二：基金研究框架构建之指数及增强基篇》 《系列三：跨境投资利器：QDII 基金深度解析》 《系列四：基金研究框架构建之债券基金篇》 《系列五：影响指数基金规模的因素分析》 《系列六：主动管理型股票基金超额收益影响因素析》 《系列七：主动型股票基金风格的定量研究与组合建》 《系列八：基于因子的主动股票型基金优选策略》 《系列九：国内 ETF 产品梳理及投资总览》 《系列十：精准配置工具：债券指数基金解析》 《系列十一：风险收益平衡：可转债基金深度解析》 《系列十二：基金经理分析框架及稳定风格基金经理优选》 《系列十三：行业主题投资工具：主动型及被动型行业主题基金深度解析》 《系列十四：从风格调整后超额收益出发，多维度刻画权益型基金选股能力》 《系列十五：主动型债券基金的配置工具价值及收益延续性分析》 《系列十六：从基金长线重仓股中看基金选股能力》 《系列十七：基于行业配置稳定性及选股能力的基 ...

Group 1 - The report highlights that as of August 4, 2025, there are 73 public infrastructure REITs established in the market, with a total scale of approximately 178.32 billion, accounting for about 0.52% of the total public fund market [5][8]. - The leading asset types in terms of REITs scale are transportation infrastructure (32.07%), park infrastructure (18.31%), consumption infrastructure (12.69%), and warehousing logistics (12.36%) [8][10]. - The report indicates that 71 of the 73 established REITs are already listed for trading, with two data center REITs set to be listed on August 8, 2025 [5][8]. Group 2 - The report notes that public REITs have become a choice for FOF asset allocation, with an increase in the degree of allocation observed [5][16]. - Key REITs with increased allocation in the second quarter include Zhongjin Yinli Consumption REIT, Jiashi Wumei Consumption REIT, Zhongjin Anhui Traffic Control REIT, Zhongxin Jian Investment National Electric Power New Energy REIT, and Jiashi JD Warehousing Infrastructure REIT [5][16]. Group 3 - The report provides insights into various underlying asset types for REITs, including industrial parks, warehousing logistics, transportation infrastructure, energy infrastructure, consumption infrastructure, rental housing, new infrastructure, and municipal water conservancy [13][14]. - Specific investment preferences for industrial parks include long lease terms and fewer tenants, while for warehousing logistics, high demand elasticity and location advantages are emphasized [17][18]. - The report identifies key REITs for each asset type, such as Guotai Junan Dongjiu New Economy REIT for industrial parks and Huaxia Shen International REIT for warehousing logistics, highlighting their competitive advantages and stable rental situations [17][18][19].