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青岛市12个省新旧动能转换重大产业攻关项目获得省级激励补助资金2430万元
Zhong Guo Fa Zhan Wang· 2025-07-18 05:44
2019年以来,青岛市持续加大"十强"产业领域技术攻关,共有52个项目获得省级专项激励补助资金 16830万元。分产业看,新一代信息技术、现代海洋、高端装备等三个产业获补助项目数量最多,分别 为10个、9个、7个;现代海洋、新一代信息技术、现代轻工纺织等三个产业项目获补助资金数额最多, 分别为3590万元、3160万元、2180万元。 下一步,市发展改革委将认真履行项目主管部门职责,会同区市、部门做好项目服务,切实加强项目推 进实施的全过程监督指导,督促补助资金及时拨付到位和专款专用,及时协调解决项目建设中的土地、 人才、资金等要素保障困难,确保项目顺利实施,按计划完成攻关绩效目标。 中国发展网讯记者高杨报道记者从青岛市发展改革委获悉,近日,山东省发展改革委下达2025年度省新 旧动能转换重大产业攻关项目激励补助资金计划,青岛市12个项目获得省级专项激励补助资金2430万 元,获激励项目数量、补助资金额度分别占全省的18.5%、16.2%。其中,思锐半导体先进装备研发制 造中心项目、海尔胶州冰箱智能制造(二期)项目因技术引领性强、建设进度良好均获得最高补助额度 400万元。 此次获批的项目建设单位均具有较强的 ...
REITs市场跟踪双周报:产品数量突破70只,二级市场小幅回调-20250716
Shanghai Securities· 2025-07-16 10:50
证券投资基金研究报告 / 基金市场周报 报告日期:2025年07月16日 REITs市场跟踪双周报: 产品数量突破70只 二级市场小幅回调 4)投资价值分析 全部产权类 REITs 最新估值(P/可供分配金额)为 27.39,较上期 下降,其中保障房 REITs 估值相对较高。而产业园 REITs 估值(P/EBITDA) 在所有资产类型中最低。特许经营权 REITs 在相同收益增速情况下,本 期水利设施 REITs 内部收益率最高,其次为生态环保 REITs 和清洁能源 REITs,最低的为收费公路 REITs。 风险提示:REITs 作为权益类的高分红资产,投资者需要密切关注 底层资产质量、流动性风险、以及政策与市场风险等。本报告不涉及投 资建议。 报告摘要: 1)发行市场 本期 2 只两只 REITs 完成发行,发行规模合计为 55.80 亿元,平均 配售比例仍然较低;另有两只数据中心 REITs 正在发行中,预计合计发 行规模为 69.0 亿元。今年已发行 12 只 REITs,发行数量比去年同期增 长 9%,发行规模合计 209 亿元,较去年同期下降 23%,相比特许经营权 REITs,今年产权 R ...
活力中国调研行丨朝鲜油画北上长春 长春国际陆港联通世界
Zhong Guo Qing Nian Bao· 2025-07-15 10:56
中国青年报客户端讯(中青报·中青网记者 郭剑 韩飏)44幅色彩艳丽的油画作品分两列排开,一幅狮虎 怡然并卧林间画作标价1800元,一幅村舍小路行人漫步画作标价3600元……7月14日,记者参加"活力中 国调研行"主题采访时来到长春市进出口商品展示交易中心一层,走进展厅,北上长春的"朝鲜精品油画 展"特别打眼,让宽敞明亮的大厅显出勃勃生机。 7月14日, 长春国际陆港,一辆重型卡车正在工作。中青报·中青网记者 郭剑/摄 7月14日, 长春市进出口商品展示交易中心,小朋友认真观看朝鲜精品油画展。中青报·中青网记者 郭剑/摄 进出口商品展示交易中心是长春兴隆综合保税区对外开放的"贸易窗口"。据相关负责人介绍,这座建筑 面积约5万平方米的现代化大型购物中心于2018年9月28日正式对外营业,展示交易商品来自欧洲、亚 洲、南美洲等全球近60个国家和地区,商品数量近6万种,是目前吉林省内规模最大、进口商品种类最 多的新兴贸易综合体,也是长春兴隆综保区重点打造的国际贸易平台,可为境内外客商提供进出口商品 展示展销、仓储物流、跨境电商等综合服务,2024年的销售额为1.63亿元。 展示交易中心的"上家",是长春国际陆港,长春 ...
高榕创投辛旺:极智嘉最早的机构投资人之一,机器人产业的浪潮才刚刚开始
IPO早知道· 2025-07-09 02:11
高榕创投董事总经理辛旺(左)与极智嘉创始人、董事长兼CEO郑勇(右)在上市仪式现 场。 本文为IPO早知道原创 作者| Stone Jin 微信公众号|ipozaozhidao 据 IPO早知道消息, 北京极智嘉科技股份有限公司 (以下简称 " 极智嘉 ")于2025年7月9日正式 以" 2590 "为股票代码在港交所主板挂牌上市,成为" 全球 AMR仓储机器人第一股 "。 作为 迄今为止规模最大的机器人企业 H股 IPO,也是今年以来香港市场规模最大的非"A+H"科技企 业IPO , 极智嘉 自成立以来已获得高榕创投、火山石投资、 华平投资、 CPE源峰、Granite Asia 、蚂蚁集团等 数十家知名机构及产业方的投资 ,并在本次 IPO发行中引入了 汇聚国际资本巨头、 顶级风投、国资力量与产业龙头 的基石投资阵容,另有 主权财富基金、大量国际长线基金、科技专 项基金以及对冲基金的踊跃 参与本次 IPO发行。 其中, 作为极智嘉最早的机构投资人之一,高榕创投曾于 2016年联合领投 极智嘉的 A轮融资,并 在后续轮融资中继续跟投。 值得一提的是, 极智嘉 也是高榕创投今年继布鲁可、 Mirxes觅瑞、圣 ...
再现“一日售罄”!
中国基金报· 2025-07-07 12:03
Core Viewpoint - The public REITs market in China is experiencing significant demand, with two products, 华夏华电清洁能源REIT and 创金合信首农REIT, achieving "one-day sell-out" status due to oversubscription [2][3][9]. Summary by Sections Public REITs Issuance - On July 7, 2025, 华夏华电清洁能源REIT and 创金合信首农REIT announced the early closure of public fundraising due to exceeding the initial subscription limits [4]. - The public subscription period was originally set from July 7 to July 8, 2025, but was concluded early due to high demand [4]. Fundraising Details - 创金合信首农REIT has a subscription price of 3.685 yuan per share, aiming to raise a total of 36.85 billion yuan, with a public offering of 90 million shares [5]. - The net demand for 创金合信首农REIT was 270.797 billion shares, 128.95 times the initial offline offering [5]. - 华夏华电清洁能源REIT has a subscription price of 3.789 yuan per share, targeting a total fundraising of 18.945 billion yuan, with a public offering of 4.5 million shares [6]. - The net demand for 华夏华电清洁能源REIT reached 215.70 billion shares, 205.43 times the initial offline offering [6]. Market Trends - The public REITs market has seen a surge in popularity this year, with multiple products achieving early closure and "one-day sell-out" status [9]. - Notable examples include 中银中外运仓储物流REIT and 中金亦庄产业园REIT, which also experienced high oversubscription rates [9]. - As of June 2023, the total market value of REITs in China surpassed 200 billion yuan, with 69 products available, indicating rapid growth since the first batch was approved in May 2021 [9]. Industry Outlook - The demand for REITs is driven by the need for innovative financing tools in China's vast infrastructure and real estate sectors [10]. - Regulatory support from the China Securities Regulatory Commission and the National Development and Reform Commission is fostering a normalized issuance phase and market expansion [10]. - Both institutional and individual investors are increasingly participating in the REITs market, contributing to its long-term healthy development [10].
戴德梁行发布2025年二季度报告:外资加速布局中国内地公募REITs市场
news flash· 2025-07-07 08:36
Core Insights - The report by Cushman & Wakefield highlights the launch of the first consumer-focused REIT initiated by foreign capital in China, with a total scale of approximately 2.8 billion RMB [1] - Prologis, the world's largest logistics real estate company, has registered a foreign-owned private equity firm in China, indicating a growing interest in the Chinese market for logistics and warehousing [1] - The introduction of foreign projects is expected to enhance market confidence in public REITs, potentially attracting more quality assets to the market [1]
戴德梁行:二季度北京写字楼租金降幅收窄 外资加速布局境内REITs市场
Xin Hua Cai Jing· 2025-07-07 08:04
新华财经北京7月7日电戴德梁行7日发布的《2025年二季度北京写字楼零售市场报告》显示,二季度北 京写字楼市场租金降幅持续收窄,零售市场在政策支持下迎来新项目集中入市与存量改造提速,外资机 构对中国内地公募REITs市场的布局亦显著加速。 写字楼市场:租金调整筑底续租与TMT行业为成交主力 数据显示,二季度北京写字楼市场没有新增供应入市,甲级写字楼总存量维持在1368万平方米,北京市 和五大核心商圈市场季度净吸纳量分别为39677平方米和-3984平方米。"本季度租赁活跃度受需求端收 缩影响显著,"戴德梁行北区项目及企业服务部主管邓姗姗指出,"企业扩张意愿减弱及退租和缩租现象 导致本季度租赁活跃度欠佳。" 上半年,北京市写字楼市场半年度净吸纳量达19.4万平方米,同比增长2.5%,空置率较2024年底下降 1.4个百分点至16.9%;五大核心商圈半年度净吸纳量11.1万平方米,同比增长9.0%,空置率降至 10.9%。租金方面,自2023年下半年开始,历经7个季度调整后,北京市租金环比下降2.3%至每月每平 方米人民币221.94元,五大核心商圈租金环比下降2.6%至每月每平方米人民币257.58元,降幅呈收 ...
中银基金管理有限公司 关于以通讯方式召开中银富利6个月持有期混合型证券投资基金基金份额持有人大会的第一次提示性公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-07-06 22:40
Group 1 - The core point of the announcement is the convening of a fund holders' meeting for the Zhongyin Fuli 6-Month Holding Period Mixed Securities Investment Fund to discuss the proposal to amend the fund contract termination clauses [2][4][27] - The meeting will be held via communication methods, with voting starting from July 10, 2025, to August 6, 2025, at 17:00 [2][5][8] - The rights registration date for fund holders to participate in the meeting is set for July 9, 2025 [5][10] Group 2 - The specific agenda for the meeting includes the proposal to amend the termination clauses of the fund contract [4][36] - The proposed amendments include changing the conditions under which the fund contract may be terminated, extending the period for the number of fund holders and asset scale requirements from 50 to 60 consecutive working days [28][36] - The fund management company will ensure compliance with legal and regulatory requirements during the amendment process [42][45] Group 3 - The voting process will be conducted through written ballots, and fund holders can obtain the voting ballots through various means [7][8] - Fund holders can authorize others to vote on their behalf, with specific requirements for both individual and institutional investors [9][12][13] - The effectiveness of the voting will depend on the participation of fund holders representing at least half of the total fund shares on the rights registration date [24][41]
公募REITs头部效应凸显 新入局机构谋突围
Zhong Guo Zheng Quan Bao· 2025-07-06 20:32
Group 1 - The total market value of public REITs in China surpassed 200 billion yuan as of mid-2023, with most products yielding positive returns since the beginning of the year [1][2] - The top three fund management companies control nearly 40% of the public REITs market, highlighting a significant head effect in the industry [2][5] - New entrants such as Southern Fund, Huatai-PineBridge Fund, and Bank of China Fund are actively participating in the public REITs market, indicating a growing interest from various institutions [1][3] Group 2 - The highest-performing public REIT this year is the Jiashi Wumei Consumption REIT, which has increased by 51.84% [2] - The public REITs market is still in its early development stage, providing opportunities for various institutions, but newcomers are advised to focus on niche markets rather than broad offerings [3][5] - Successful public REIT managers have accumulated deep experience in asset selection, due diligence, active management, and risk control, which fosters investor trust and a positive feedback loop [5]
行业周报:嘉实京东仓储物流REIT扩募启动,环保REITs单周表现优异-20250706
KAIYUAN SECURITIES· 2025-07-06 12:40
Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The REITs market is expected to continue to enhance its allocation cost-effectiveness due to the downward pressure on bond market interest rates and the anticipated entry of social security and pension funds into the market. This sector presents good investment opportunities [4][6]. Summary by Sections Market Overview - In the 27th week of 2025, the CSI REITs (closing) index was 886.6, up 12.84% year-on-year and up 0.65% month-on-month. The CSI REITs total return index was 1116.42, up 19.81% year-on-year and up 0.66% month-on-month [6][19]. - The trading volume of the REITs market reached 739 million shares, a year-on-year increase of 47.21%, with a transaction value of 3.328 billion yuan, up 69.88% year-on-year [24][27]. Sector Performance - Weekly and monthly performance of various REITs sectors showed the following changes: - Affordable housing: -0.04% (weekly), +5.97% (monthly) - Environmental: +2.34% (weekly), +4.28% (monthly) - Expressways: +0.82% (weekly), +1.27% (monthly) - Industrial parks: +0.58% (weekly), +2.14% (monthly) - Warehousing and logistics: +1.03% (weekly), +1.21% (monthly) - Energy: +0.62% (weekly), +3.95% (monthly) - Consumer: +0.73% (weekly), +3.42% (monthly) [34][49]. New Listings and Market Activity - There are currently 16 REITs funds awaiting listing, indicating an active issuance market. Recent public offerings for data center REITs have seen high subscription rates, with one reaching a subscription multiple of 167.06 times [7][13].