Core Viewpoint - The company is actively investing in the Beijing Pingzhun Infrastructure Real Estate Investment Fund and the Shounong REIT, aiming to revitalize existing assets and align with national policy directives [1][2] Group 1: Investment Activities - The company's wholly-owned subsidiary, Beijing Shouyuan Xinrong Investment Co., Ltd., is involved in managing the Beijing Pingzhun Fund, which is investing in the Shounong REIT [1] - The Shounong REIT is backed by the Shounong Food Group, a major state-owned agricultural enterprise in Beijing, and serves as a significant initiative to activate existing assets [1] Group 2: Strategic Importance - The Shounong REIT is the first approved headquarters-type technology innovation industrial park REIT project, supporting the capital's strategy as a "Technology Innovation Center" [1] - The investment in the Shounong REIT is seen as a model for urban renewal financing and is expected to attract social capital [1] Group 3: Future Plans - The company plans to continue increasing its investment in China's core infrastructure real estate sector, leveraging its full industry chain synergy and REITs first-mover advantage [2] - The focus will be on enhancing the efficiency and value of core infrastructure assets in China [2]

周观 REITs 创金合信首农 REIT 上市 7 月 25 日，创金合信首农产业园封闭式基础设施证券投资基金（首农 REIT） 在上海证券交易所成功上市。首农 REIT 的发行规模达到 36.85 亿元，存续期 限为 16 年，是国内首个聚焦"总部经济"的科技创新产业园 REIT 项目，其 底层资产——首农元中心项目，现已转型为获 LEED 铂金级认证的科技创新 产业园，建筑面积 20.36 万平方米，近三年平均出租率超 94%。在发行阶段， 首农 REIT 获得投资者高度青睐，战略投资者、网下及公众投资者总认购金额 达 2,316 亿元，其中网下发售比例仅为 0.78%，公众发售比例低至 0.26%，创 下北京市属企业 REIT 发行认购金额新高。 市场表现方面，本周 REITs 市场下行，创金合信首农 REIT（+28.47%）领涨 策略报告 | 投资策略 创金合信首农 REIT 上市 证券研究报告 本周（2025.7.21-2025.7.25），中证 REITs 全收益指数下跌 1.56%，REITs 总指 数下跌 2.29%，产权 REITs 指数下跌 2.10%，经营权 REITs 指数下跌 2. ...