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笋岗蝶变: 从“中华第一仓”到深港潮玩地
Shen Zhen Shang Bao· 2025-08-04 05:44
Group 1 - The core theme of the news is the transformation of the Sungang area in Luohu, Shenzhen, from a traditional warehousing hub to a vibrant cultural and commercial district, highlighted by the 2025 Luohu-Shenzhen Cultural Month and the launch of the Sungang Cloud Street [2][3][9] - The Sungang area, once known as "China's first warehouse," is undergoing a significant redevelopment, with a focus on creating a new CBD that integrates various industries and promotes new consumption patterns [3][9] - The 2025 Luohu government report emphasizes the integration of culture, commerce, and tourism, aiming to create a comprehensive experience for visitors and residents alike [3][4][9] Group 2 - The "Deep Hong Kong TECH ON Cloud Street Wind and Cloud Conference" is part of the 2025 Luohu-Shenzhen Cultural Month, showcasing technology markets, esports events, and trendy experiences, reflecting the area's push for industrial transformation and innovation [4][5] - The Sungang Cloud Street has quickly become a popular destination since its opening in late May, offering a mix of consumption, experience, and social interaction, contributing to the area's appeal [5][6] - The urban design of the Cloud Street, featuring a 3,000-meter-long suspended walkway and a starry running track, enhances the consumer experience and promotes a lively atmosphere, making it a key attraction for both local and Hong Kong residents [5][6][8] Group 3 - The transformation of the Sungang area is characterized by a shift from traditional warehousing to a multi-functional commercial space, integrating various sectors such as automotive trade, home decor, and dining [6][9] - The Cloud Street serves as a "vertical shopping street," breaking down barriers between different commercial activities and fostering collaboration among diverse industries [8][9] - The ongoing development aims to create a high-energy trade hub in Luohu, enhancing consumer engagement and driving economic growth through innovative practices [9]
公募基础设施REITs周报-20250802
SINOLINK SECURITIES· 2025-08-02 09:51
Report Title - The report is titled "Public Offering Infrastructure REITs Weekly Report" [1] Industry Investment Rating - No industry investment rating is provided in the report Core Viewpoints - No clear core viewpoints are presented in the provided content Summary by Relevant Catalogs Secondary Market Price and Volume Performance - From July 28 to August 1, 2025, some REITs showed price changes of 20.51%, 14.74%, 60.01%, 39.98%, and 70.00% [26] Secondary Market Valuation Situation - The report provides detailed valuation data for various REITs, including P/FFO, P/NAV, IRR, expected values for 2025, and other indicators for different types of REITs such as warehousing and logistics, industrial parks, affordable rental housing, consumer infrastructure, highways, ecological and environmental protection, and energy [16] Market Correlation Statistics - It shows the correlation coefficients between REITs and different asset classes such as stocks, convertible bonds, pure bonds, and commodities. For example, the correlation coefficient between REITs and the Shanghai Composite Index is 0.21, and different types of REITs (property - related, franchise - related, etc.) also have different correlation coefficients with these asset classes [22] Primary Market Tracking - Lists multiple REIT projects in different stages (approved, accepted, feedback - received). For example, the Southern Runze Technology Data Center REIT has been approved, with a project valuation of 4.203 billion yuan, and the CICC Vipshop Outlets REIT has been accepted, with a project valuation of 2.972 billion yuan [25]
8/1财经夜宵:得知基金净值排名及选基策略,赶紧告知大家
Sou Hu Cai Jing· 2025-08-01 15:52
Group 1 - The article provides a ranking of open-end funds based on their net asset value growth as of August 1, 2025, highlighting the top 10 funds with the highest growth rates [2][4]. - The top-performing fund is "德邦稳盈增长灵活配置混合C" with a unit net value of 1.0649, showing an increase from 1.0086 on July 31, 2025, reflecting a growth of 5% [2]. - The bottom-performing fund is "方正富邦核心优势混合A," which has a unit net value of 1.1828, down from 1.1527, indicating a decrease of 2.04% [4]. Group 2 - The overall market performance shows the Shanghai Composite Index experiencing a slight decline, while the ChiNext Index faced a wider fluctuation with a minor drop, with a total trading volume of 1.62 trillion [6]. - Leading sectors include warehousing logistics, paper manufacturing, and environmental protection, while the oil and aviation sectors faced declines of over 2% [6]. - The fund "德邦稳盈增长灵活配置混合C" is noted for its rapid net value growth, indicating strong performance in the current market environment [6].
积极不激进、稳健不保守:关税背景下的跨境电商海外仓扩张策略
Sou Hu Cai Jing· 2025-08-01 09:56
美国西北城市西雅图,理论上说从仓库选址辐射面来说是最差的,长期属于"商家不争之地",主要就是华盛顿州,南面有加州旧金山洛杉矶区域,东面是内 陆区,订单不多,所以海外仓一般等其他地区布局都结束了,最后到西雅图布局,因此,西雅图的海外仓资源最少,但对于有信心的卖家来说,这也是红海 中的一隅蓝海。 其一,尾程降本,两座新仓显著降低了美西北和东海岸区域的配送半径,结合谷仓明星产品GC parcel,仓+配协同为卖家尾程降本; 其二,时效加快,更多仓群参与"分区履约",更多城市就近覆盖,更多订单可当日达/次日达/隔日达; 其三,补位中转,例如西雅图仓不仅服务美西北,也可分散周边区域仓群压力,再如诺福克仓,地处东海岸腰部,一仓连起南方、东南、中大西洋、上密西 西比河谷4大地理分区。 长期以来,海外仓在规模持续增长的同时,更注重运营体系的突破迭代,秉持"积极而不激进、稳健而不保守"的经营风格,从库容规模和区域布局两个维度 巩固竞争壁垒,为下一步深化分级仓储网络和业务拓展打下坚实基础,以3PL仓配一体服务电商/托管/品牌商等多类型客户。 上半年入列的美国西雅图仓,诺福克仓,二者选仓要素综合考虑了物流区位、订单热力和时效升级等 ...
宏川智慧:关于2021年股票期权激励计划部分股票期权注销完成的公告
Zheng Quan Ri Bao· 2025-07-31 14:16
(文章来源:证券日报) 证券日报网讯 7月31日晚间,宏川智慧发布公告称,公司于2025年7月24日召开了第四届董事会第十四 次会议、第四届监事会第九次会议,审议通过了《关于2021年股票期权激励计划部分股票期权注销的议 案》,2021年股票期权激励计划第三个行权期内可行权的71名激励对象全部未行权,经审议决定对该部 分尚未行权的总计203.2200万份股票期权进行注销。近日,公司向中国证券登记结算有限责任公司深圳 分公司提交了注销股票期权的申请,已经中国证券登记结算有限责任公司深圳分公司审核确认,上述股 票期权的注销手续已办理完毕。 ...
宏川智慧:关于2024年股票期权激励计划部分股票期权注销完成的公告
Zheng Quan Ri Bao· 2025-07-31 14:16
(文章来源:证券日报) 证券日报网讯 7月31日晚间,宏川智慧发布公告称,公司于2025年7月24日召开了第四届董事会第十四 次会议、第四届监事会第九次会议,审议通过了《关于2024年股票期权激励计划股票期权第一个行权期 行权条件未成就及部分股票期权注销的议案》,公司获授股票期权的9名激励对象已离职,已不符合激 励条件,经审议决定对该部分人员已获授但尚未行权的总计26.50万份股票期权进行注销;2024年股票 期权激励计划股票期权第一个行权期行权条件未成就,所有激励对象(不含不再符合激励条件人员)对 应的第一个行权期的股票期权227.37万份不得行权,经审议决定对该部分已获授但尚未行权的股票期权 进行注销。前述需注销的股票期权数量合计为253.87万份。近日,公司向中国证券登记结算有限责任公 司深圳分公司提交了注销股票期权的申请,已经中国证券登记结算有限责任公司深圳分公司审核确认, 上述股票期权的注销手续已办理完毕。 ...
承载时代脉动 启航价值新程 ——中银中外运仓储物流REIT成功上市
Sou Hu Cai Jing· 2025-07-30 14:59
7月29日,全国首单央企仓储物流REITs上市仪式在上海证券交易所隆重举办。伴随着清脆响亮的锣声,中银中外运仓储物流封闭式基础设施证券投资基金 (简称"中银中外运仓储物流REIT",基金代码:508090)正式在上交所鸣锣上市,央企通过公募REITs推动盘活存量资产、扩大有效投资迈上新台阶。 中银中外运仓储物流REIT的原始权益人为中国外运股份有限公司,基金管理人为中银基金管理有限公司,基金托管人为招商银行股份有限公司,专项计划 管理人为中银资产管理有限公司。这是中银基金入局公募REITs市场首只公募REITs产品。 7月29日,全国首单央企仓储物流REITs上市仪式在上海证券交易所隆重举办。伴随着清脆响亮的锣声,中银中外运仓储物流封闭式基础设施证券投资基金 (简称"中银中外运仓储物流REIT",基金代码:508090)正式在上交所鸣锣上市,央企通过公募REITs推动盘活存量资产、扩大有效投资迈上新台阶。 招商局集团、中国外运、中国银行、中银基金、招商证券、投资人代表等各界嘉宾共同出席本次仪式。 活动现场,招商局集团表示,中银中外运仓储物流REIT的成功上市是资本市场对招商局品牌价值和中国外运底层资产价值的认 ...
中国外运: 关于基础设施公募REITs上市的公告
Zheng Quan Zhi Xing· 2025-07-29 16:18
Core Viewpoint - China National Foreign Trade Transportation Group Co., Ltd. (China Foreign Trade) has successfully launched its infrastructure public REITs, which is expected to enhance the company's financial performance and operational sustainability through asset revitalization and expanded financing channels [2][4]. Group 1: REITs Issuance Process - The company approved the proposal for public infrastructure REITs issuance on June 15, 2022, and extended the authorization for 24 months on June 11, 2024 [2]. - The China Securities Regulatory Commission and Shanghai Stock Exchange formally accepted the REITs issuance application on January 8, 2025 [2]. - The REIT, named Zhongyin China Foreign Trade Warehousing Logistics REIT, received approval for registration from the regulatory authorities in May 2025 [2]. Group 2: Fundraising Details - The REIT completed its issuance on June 24, 2025, with a total of 400 million fund shares sold at a price of RMB 3.277 per share, raising a net subscription amount of RMB 1.3108 billion [3]. - The issuance comprised three parts: strategic placement (70% of total shares), offline placement, and public investor placement [3]. - The original equity holder, a wholly-owned subsidiary of the company, subscribed to 80 million shares, accounting for 20% of the total issuance [3]. Group 3: Financial Impact - The issuance of the REIT is expected to positively impact the company's financial metrics, with an anticipated increase in net profit of approximately RMB 390 million for the fiscal year 2025 [4].
中国外运:中银中外运仓储物流 REIT已于上交所上市
Zhi Tong Cai Jing· 2025-07-29 11:42
中银中外运仓储物流REIT的发行上市有助于公司盘活存量基础设施资产,形成投资良性循环,并进一 步拓宽融资管道,增强公司可持续经营能力。此外,中银中外运仓储物流REIT的发行预期将对本公司 财务指标产生积极影响,预计整体增加公司2025年度净利润约人民币3.9亿元(最终以公司经审计的财务 报告为准)。 中国外运(601598)(00598)公布,2025年5月,中银中外运仓储物流封闭式基础设施证券投资基金(中银 中外运仓储物流REIT)获得上交所出具的无异议函及中国证监会出具的准予注册批复。中银中外运仓储 物流REIT已于2025年6月24日完成发售,自2025年7月29日起在上交所上市,交易代码为"508090",基 金场内简称为"外运REIT",扩位简称为"中银中外运仓储物流REIT"。 中银中外运仓储物流REIT最终募集基金份额为4亿份,发售价格为人民币3.277元/份,基金募集资金净 认购金额为人民币13.108亿元。中银中外运仓储物流REIT发售由战略配售、网下发售、公众投资者发售 三个部分组成。战略配售基金份额数量为2.8亿份,占发售份额总数的比例为70%,其中,原始权益人 (该公司)的全资子公司中 ...
中国外运(00598.HK):公开募集基础设施证券投资基金上市
Ge Long Hui· 2025-07-29 10:41
中银中外运仓储物流REIT已于2025年6月24日完成发售,自2025年7月29日起在上交所上市,交易代码 为"508090",基金场内简称为"外运REIT",扩位简称为"中银中外运仓储物流REIT"。 中银中外运仓储物流REIT最终募集基金份额为4亿份,发售价格为人民币3.277元/份,基金募集资金净 认购金额为人民币13.108亿元。 中银中外运仓储物流REIT的发行上市有助于公司盘活存量基础设施资产,形成投资良性循环,并进一 步拓宽融资管道,增强公司可持续经营能力。此外,中银中外运仓储物流REIT的发行预期将对公司财 务指标产生积极影响,预计整体增加公司2025年度净利润约人民币3.9亿元。 格隆汇7月29日丨中国外运(00598.HK)发布公告,2025年五月,中银中外运仓储物流封闭式基础设施证 券投资基金获得上交所出具的无异议函及中国证监会出具的准予注册批复。 ...