根据公开资料整理，该标的评估价13.1445亿元，起拍价10.5156亿元，参拍需缴纳保证金1.05156亿元， 单次加价幅度520万元。该宗地面积1.5537万平方米，为工业用地，弹性出让年限20年，自2020年2月起 算。上盖物已建建筑面积5.138万平方米，含厂房、员工宿舍及地下室，目前处于在建状态，部分楼宇 已封顶或建至数层，但水电、消防等配套工程尚未开展。 观点网讯：1月20日 ，广州市白云区人民法院将于2026年1月22日16:00-1月23日16:00，在阿里资产平台 对白云区太和镇民营科技园核心区AB1207028-2地块的建设用地使用权及上盖物进行公开拍卖。 免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 ...

Group 1 - The core viewpoint of the article highlights the successful listing of the "Dongjiu New Economic REIT Expansion Project" on the Shanghai Stock Exchange, marking a significant milestone for the company as a financial advisor in the public REITs expansion project [1] - The project is initiated by Dongjiu Industrial Real Estate Investment Co., focusing on the development and management of infrastructure industrial parks, particularly in key urban areas such as the Yangtze River Delta and the Greater Bay Area [1] - The expansion involves acquiring shares in infrastructure projects, specifically the Dongjiu (Nantong) Intelligent Manufacturing Park and Dongjiu (Chongqing) Intelligent Manufacturing Park, which are characterized by single-layer standard factory assets that align well with heavy industrial production needs [1] Group 2 - The company leverages its "investment + investment banking" synergy to enhance collaboration across various departments, including underwriting, fixed income financing, and securities investment, to support clients effectively [2] - The company is committed to promoting a multi-tiered REITs market development through deepened cooperation in the entire REITs industry chain, including Pre-REITs and public REITs [2] - Key personnel from the company attended the listing ceremony for the Dongjiu New Economic REIT Expansion Project, symbolizing the project's successful launch [4]

Core Viewpoint - The expansion of the Guotai Haitong Dongjiu New Economy REIT is a strategic move to enhance its market presence and operational strength, covering key cities and providing sustainable production space for new economy enterprises [3][4]. Group 1: Fund Expansion and Coverage - The Guotai Haitong Dongjiu New Economy REIT will expand its coverage to six major cities, increasing the rentable area to 376,000 square meters, supporting sectors like new materials, new energy vehicles, and intelligent manufacturing [3]. - The expansion is part of a rolling model that includes development, cultivation, maturity, and reinvestment, ensuring continuous capital flow for future growth [3][4]. Group 2: Strategic Importance and Market Position - The demand for new economic infrastructure is expected to remain strong, driven by national strategies such as the Yangtze River Delta integration and innovation-driven development [4]. - Since its launch in October 2022, the REIT has maintained a rental rate of over 95%, indicating stable operations and strong investor returns [4]. Group 3: Asset Quality and Market Dynamics - The newly included projects in Nantong and Chongqing are high-quality standard factory assets, well-suited for heavy industrial production, with strong tenant investment and operational resilience [5]. - The successful issuance of this expansion marks it as the first public REIT project to acquire standard factory assets, enhancing regional coverage and leveraging industrial resource advantages [5].

【导读】海泰发展终止收购知学云控股权，此前预计构成重大资产重组 12月5日晚间，海泰发展（600082）发布公告称，因交易双方尚未就交易对价、交易方式等关键交易条款达成一致意见，公司决定终止以现金方式收购知 学云（北京）科技股份有限公司（以下简称知学云）控股权事项。 此前，海泰发展预计上述交易构成《上市公司重大资产重组管理办法》规定的重大资产重组，部分投资者关注上述交易能否顺利推进。 截至12月5日收盘，海泰发展股价报4.77元/股，总市值为30.82亿元。 来源：海泰发展2025年第三季度业绩说明会 如今，海泰发展终止收购知学云控股权，承诺自终止本次交易事项披露之日起至少1个月内，不再筹划重大资产重组事项。同时，海泰发展将针对本次交 易进行内幕知情人登记及自查工作。 历时半年终止重大资产重组 将针对交易实施自查工作 海泰发展筹划收购知学云控股权事项历时半年。6月5日晚间，海泰发展公告称，公司董事会在当日审议通过议案，筹划以现金方式收购知学云控股权。 在11月19日召开的海泰发展2025年第三季度业绩说明会上，部分投资者就本次交易能否顺利推进，多次询问海泰发展的相关高管，但未获正面回应。 公告显示，海泰发展计 ...

【导读】海泰发展终止收购知学云控股权，此前预计构成重大资产重组 12月5日晚间，海泰发展发布公告称，因交易双方尚未就交易对价、交易方式等关键交易条款达成一致意见，公司决定终止以现金方式收购知学云（北 京）科技股份有限公司（以下简称知学云）控股权事项。 此前，海泰发展预计上述交易构成《上市公司重大资产重组管理办法》规定的重大资产重组，部分投资者关注上述交易能否顺利推进。 截至12月5日收盘，海泰发展股价报4.77元/股，总市值为30.82亿元。 历时半年终止重大资产重组 将针对交易实施自查工作 海泰发展筹划收购知学云控股权事项历时半年。6月5日晚间，海泰发展公告称，公司董事会在当日审议通过议案，筹划以现金方式收购知学云控股权。 在11月19日召开的海泰发展2025年第三季度业绩说明会上，部分投资者就本次交易能否顺利推进，多次询问海泰发展的相关高管，但未获正面回应。 来源：海泰发展2025年第三季度业绩说明会 如今，海泰发展终止收购知学云控股权，承诺自终止本次交易事项披露之日起至少1个月内，不再筹划重大资产重组事项。同时，海泰发展将针对本次交 易进行内幕知情人登记及自查工作。 公告显示，海泰发展计划向中国证券登记 ...

Core Viewpoint - Haitai Development has terminated its acquisition of the controlling stake in Zhixueyun due to a lack of agreement on key transaction terms such as price and method [2][9]. Group 1: Acquisition Details - The acquisition plan was announced on June 5 and was expected to constitute a major asset restructuring as per regulations [5][9]. - The termination of the acquisition comes after six months of planning and discussions, with investors expressing concerns about the transaction's progress during a Q3 earnings call [9][10]. - Haitai Development has committed to not planning any major asset restructuring for at least one month following the termination announcement [10]. Group 2: Financial Impact - As of December 5, Haitai Development's stock price was 4.77 yuan per share, with a total market capitalization of 3.082 billion yuan [6]. - The company reported net profits of 10.1652 million yuan, 12.6903 million yuan, 9.5828 million yuan, and 2.4220 million yuan for the years 2022 to 2024 and the first three quarters of 2025, respectively [14]. Group 3: Business Operations - The termination of the acquisition indicates that Haitai Development's plans for diversification into the education technology sector have failed [11][13]. - Haitai Development's core business focuses on industrial real estate development and operations, with an innovative operational model combining investment, incubation, and招商 [13]. - The company aims to enhance asset revitalization and market-oriented operations in Q4 2025, focusing on project implementation and efficiency [16].

12月2日，里水万洋众创城科技（佛山市南海区）有限公司以32467.86万元成功竞得位于里水镇里水村 环镇北路北侧的一宗144301.62平方米（约216亩）工业用地，标志着佛山（里水）万洋科技城项目即将 落地。 该项目总建筑面积约52万平方米，将聚焦装备制造、医疗器械、电子电器、数字化服装鞋袜、新材料、 汽车零部件等高端产业及配套，与里水四大战新产业高度契合，致力于打造里水首个国有可分割销售的 大型产业集聚园区。同日11时，万洋科技城招商中心盛大开业，园区建设与招商同步启动，政企同心为 里水产业升级注入强劲动力。 国有可分割作为里水首个国有可分割销售的大型产业集聚园区，佛山（里水）万洋科技城在土地性质和 运营模式上实现重大突破，为中小企业提供了前所未有的发展机遇。 什么是"国有可分割销售"？ 与传统的村集体用地工业园不同，国有可分割销售园区意味着土地性质为国有工业用地，产权清晰、手 续规范，企业可按最小500平方米的单位购买产权，真正实现"购厂房即是置资产，拥产权方能定基 业"。园区80%以上的厂房将对外销售，20%由万洋自持运营，确保园区整体品质与服务的持续性。 万洋科技城效果图。 据悉，园区计划引进企业 ...

多层次REITs市场建设助力工业厂房类资产首次入池 作为全国首单工业厂房机构间REITs，也是上海地方国企首单机构间REITs，该项目既扩充了机构间 REITs的资产范围，又为地方国企存量资产盘活开创了新的权益融资渠道，具备重要的示范效应。 据悉，该项目的底层资产为外高桥集团持有的4个标准厂房项目，均位于上海市外高桥保税区，合计建 筑面积约19.06万平方米，平均出租率93.16%，主要租户包括万国数据、斯凯孚、卡尔蔡司、惠永药研 等知名企业，覆盖IDC数据中心、智能制造、生物医药研发等行业，聚集了多家外资企业在中国的分拨 中心、研发总部等，契合区域产业发展导向和战略部署。大部分物业位于海关特殊监管区域内，入驻企 业可享受上海自贸试验区一系列配套政策，实现产业高质量创新发展。 新华财经上海12月2日电（记者杨溢仁）"中信建投-外高桥集团持有型不动产资产支持专项计划"日前在 上交所设立，发行规模18.30亿元，这是市场首单以工业厂房作为底层资产的持有型不动产ABS（以下 简称"机构间REITs"）。 一位投资机构负责人向记者表示："本项目的底层资产为工业厂房，核心租户包括万国数据、斯凯孚等 企业，总体成长性较好 ...

Group 1: Climate Finance and Innovation - The second Climate Finance Joint Conference was held in Dubai on November 26, focusing on financial risks and innovative opportunities related to climate change, attracting nearly 250 participants [2] - The conference discussed a joint research report on expanding the sustainable debt market in emerging markets, highlighting the role of sustainable debt instruments in climate financing [2] Group 2: Industrial Land Supply and Real Estate - Abu Dhabi and Dubai are planning to release a significant amount of industrial land to alleviate rental pressures caused by long-term supply shortages, with Dubai's industrial real estate rents increasing by approximately 30% over the past two years [3] - The "300 billion action" plan aims to increase the industrial sector's contribution to GDP from 133 billion dirhams in 2021 to 300 billion dirhams (approximately 82 billion USD) by 2031 [3] Group 3: Virtual Assets and Regulation - The Dubai Virtual Assets Regulatory Authority (VARA) anticipates that local virtual asset trading volume will reach approximately 681 billion dirhams (681 billion USD) by 2025, reflecting significant progress in establishing Dubai as a global virtual asset economic hub [3] - A new federal law in the UAE has been enacted to regulate digital assets and decentralized finance (DeFi), requiring all related businesses to obtain central bank licenses [4] Group 4: Industry Exhibitions and Sustainable Development - The BIG5 Global 2025 exhibition in Dubai focuses on supply chain resilience, technological advancements, and sustainable construction, featuring a sustainable China Pavilion made from recyclable materials [4] Group 5: AI in Investment Management - A survey by Alpheya revealed that approximately 73% of UAE investors plan to use AI instead of human advisors, with 70.8% willing to let AI manage their investment portfolios [5] - High-net-worth individuals showed a satisfaction rate of 52% with AI wealth management, significantly higher than the 37% satisfaction rate among regular investors [5] Group 6: Smart and Sustainable City Development in Qatar - Qatar is advancing smart and sustainable city initiatives, with plans to launch over 30 national-level smart solutions in the next two years [7] - The "Smart Qatar – Tasmu" initiative aims to create a national digital twin system supported by sovereign data centers and advanced connectivity infrastructure [7] Group 7: Local Value Certification Growth in Qatar - The number of companies certified for local value (ICV) in Qatar increased by 33% this year, reaching 3,484, reflecting the government's focus on enhancing local economic contributions [8] Group 8: Strategic Projects and Investment Services in Qatar - The Ministry of Commerce and Industry in Qatar has partnered with PwC to launch a multi-year strategic project aimed at upgrading investor services to a more integrated and data-driven platform [9]

Financial Data and Key Metrics Changes - Core FFO per share was $0.65 for the quarter, an increase of 8.3% compared to last year [8] - Core FFO guidance for the year has been increased to a range of $2.52 to $2.54 per share, a $0.03 increase at the midpoint [3][11] - Same-store cash NOI grew 3.9% for the quarter and 3.5% year to date [9] Business Line Data and Key Metrics Changes - The company commenced 22 leases totaling 2.2 million square feet, generating cash and straight-line leasing spreads of 27.2% and 40.6%, respectively [8] - Retention for the quarter was 63.4% and 78% for the year [8] - Cash leasing spreads for 2025 are approximately 24%, while for 2026, they are expected to be between 18% and 20% [4][8] Market Data and Key Metrics Changes - National vacancy rates are expected to be around 7% for the next two to three quarters, with an anticipated improvement in the latter half of next year [3] - The company has seen an increase in acquisition opportunities, with a total acquisition volume of $101.5 million for the third quarter [5] Company Strategy and Development Direction - The company is focusing on both acquisitions and development, with a bullish outlook on development due to improving demand [36][88] - A record amount of square footage is expiring in 2026, with 52% of the expected leasing already addressed [4] - The company is actively engaging with tenants to secure renewals ahead of lease expirations [15] Management's Comments on Operating Environment and Future Outlook - Management noted that industrial fundamentals remain stable and are improving, with increased leasing demand [3] - The company is optimistic about the stability in the market and expects further improvements in market rent growth [18] - Management highlighted the importance of tenant engagement and commitment to their spaces, which has contributed to leasing success [4][16] Other Important Information - The company refinanced a $300 million term loan, extending its maturity to March 15, 2030, with a fixed interest rate of 1.7% until February 2026 [9] - Liquidity at quarter end was $904 million, with low leverage at 5.1 times net debt to annualized run-rate adjusted EBITDA [10] Q&A Session Summary Question: What is driving the leasing progress for 2026? - The majority of leasing activity is driven by renewals, with 95% being renewals and 5% new leasing [15] Question: Can you discuss the dynamics across your markets? - The company has not experienced the same volatility as the top five U.S. markets, maintaining occupancy rates better than others [18] Question: What is the outlook for cash leasing spreads? - The company is guiding to 18% to 20% cash leasing spreads for next year, down from 24% this year [26] Question: How is the company approaching development given the improving demand? - The company is bullish on development and is careful with underwriting, aiming for at least a 7% going-in yield [36] Question: What has changed regarding acquisition forecasts? - The company noted stable interest rates and a more stable macroeconomic environment, leading to increased seller engagement [42] Question: Are there any known move-outs for 2026? - There are no material known move-outs, with active negotiations ongoing for large tenants [66]