中金重庆两江REIT
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沪市债券新语|一线实勘中金重庆两江REIT:“新两江”支撑项目长期成长
Xin Hua Cai Jing· 2025-11-21 09:55
新华财经上海11月21日电(记者杨溢仁)2025年以来,国内基础设施产业园公募REITs的整体表现呈分化格局,部分项目因竞争加剧等因素表现趋弱,但也 有不少项目的运营情况向好。 近日,记者实地参与了中金重庆两江REIT的投资者开放日活动,走访了中金重庆两江REIT底层资产,同时就该项目的运营表现、周边市场竞争情况、行业 发展趋势、未来扩募计划等问题与原始权益人进行了深入交流。 底层资产平稳运营核心指标优于区域内竞品 据了解,中金重庆两江REIT通过专项计划100%持有的基础设施资产合计由4个产业园区组成,分别为位于重庆市两江新区两江数字经济产业园照母山研创 核心区内的双鱼座项目、双子座项目、凤凰座项目及拓D一期D2项目,合计建筑面积约24.37万平方米,可租赁面积18.77万平方米。 图为重庆市两江新区两江数字经济产业园照母山研创核心区内的凤凰座项目(记者杨溢仁摄) 2025年以来,中金重庆两江REIT的基础设施底层资产整体保持了平稳运营的态势。 另根据招募说明书,中金重庆两江REIT设置了收益分配调节机制,即自该基金上市之日起五年内,任一年度未达到预期分配金额,两江产业集团及其同一 控制下的关联方将通过让渡 ...
中金重庆两江REIT上半年运营平稳 可供分配金额达成预期
Xin Hua Cai Jing· 2025-08-29 15:34
新华财经上海8月29日电(记者杨溢仁)近日,中金重庆两江产业园封闭式基础设施证券投资基金(以 下简称:中金重庆两江REIT)披露了2025年中期报告及2025年第二次分红公告。 该基金于2025年8月20日披露了2025年第二次分红公告,收益分配基准日为2025年6月30日。而2025年1 月1日至6月30日,中金重庆两江REIT已实现可供分配金额约2732.55万元,较预期可供分配折算金额达 成率为100.84%;累计已分配金额约2731.42万元,实际分配金额约占可供分配金额的99.96%。 报告期内,基金项目公司实现营业收入4888.80万元。目前,基础设施项目整体出租率为88.11%,期末 已生效合同平均签约租金单价为51.21元/平方米/月(含税),报告期末加权平均剩余租期1265天, 基础设施项目整体运营保持稳健。 (文章来源:新华财经) 据记者了解,中金重庆两江REIT通过专项计划100%持有的基础设施资产合计由4个产业园区组成,分 别为位于重庆市两江新区两江数字经济产业园照母山研创核心区内的双鱼座项目、双子座项目、凤凰座 项目及拓D一期D2项目,合计建筑面积约24.37万平方米,可租赁面积18 ...
【固收】二级市场行情震荡,交易热情提振显著——REITs月报(20250401-20250430)(张旭)
光大证券研究· 2025-05-09 14:12
Group 1 - The core viewpoint of the article highlights the growth and performance of public REITs in China, with a total of 65 products and a combined issuance scale of 173.03 billion yuan as of April 30, 2025 [3] - The largest issuance scale among the underlying asset types is in transportation infrastructure, totaling 68.77 billion yuan, followed by park infrastructure REITs at 27.06 billion yuan [3] - As of April 30, 2025, there are 24 REITs awaiting listing, including 13 new REITs and 11 REITs pending expansion [3] Group 2 - In the secondary market, the weighted REITs index closed at 134.98 with a monthly return of 0.65%, showing a fluctuating trend [4] - The performance of REITs is ranked lower compared to other major asset classes, with the order being gold, pure bonds, US stocks, REITs, convertible bonds, A-shares, and crude oil [4] - The top three performing underlying asset types for the month are affordable housing, consumer, and water conservancy facilities [4] Group 3 - The total trading volume of public REITs decreased slightly compared to the previous month, with a total transaction amount of 12.35 billion yuan and an average daily turnover rate of 0.8% [5] - The top three REITs by transaction volume are Southern SF Logistics REIT, Hongtu Innovation Yantian Port REIT, and Bosera Shekou Industrial Park REIT [5] - The total net inflow of main funds reached 27.73 million yuan, indicating a significant increase in market trading enthusiasm compared to the previous month [5] Group 4 - The total amount of block trades increased compared to the previous month, with 21 block trading days and a total transaction amount of 2.17 billion yuan [6] - The highest single-day block trade amount was 54.14 million yuan on April 8, 2025 [6] - The top three REITs by block trade amount are E Fund Deep Highway REIT, Huaxia Huaren Commercial REIT, and CICC Prologis REIT [6]