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北京平准基础设施不动产股权投资基金
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一倍返投,这支专项母基金招GP | 科促会母基金分会参会机构一周资讯(5.21-5.27)
母基金研究中心· 2025-05-27 01:00
Core Viewpoint - The establishment of the "China International Science and Technology Promotion Association Mother Fund Branch" aims to enhance the role of mother funds in China's capital market, promote social capital towards innovative and entrepreneurial enterprises, and support the healthy development of the investment industry, particularly the mother fund sector [1][20]. Group 1 - Jiangsu Province has established a special mother fund for green and low-carbon industries with a scale of 2 billion yuan, aiming to support the development of strategic emerging industries [2][4]. - The selection process for fund management institutions will adhere to principles of fairness, legality, and market rules to ensure equal opportunities for all applicants [3][4]. - The fund is organized as a limited partnership and is focused on optimizing the local modern industrial system [5][6]. Group 2 - China International Capital Corporation (CICC) signed a strategic cooperation agreement with the Malaysian Digital Economy Corporation to explore fund investment cooperation in the cultural and digital content sectors [7][8]. - This partnership is part of CICC's efforts to support national strategies and promote the "cultural going out" initiative through financial services [8]. Group 3 - The Changjiang Gongrong Science and Technology Fund in Hubei has completed its registration with a planned scale of 10 billion yuan, focusing on investments in strategic emerging industries such as artificial intelligence and semiconductors [9]. - This fund represents a collaboration between Changjiang Industry Group, ICBC, and Hongchuan Investment, showcasing a model of central-local cooperation in financial resource integration [9]. Group 4 - China Life Investment, in collaboration with Shoucheng Holdings and Caixin Life, has established a public REITs investment fund with a target scale of 10 billion yuan, aiming to promote the high-quality development of China's public REITs market [10][11]. - This fund is positioned as the largest public REITs investment fund in the market, focusing on revitalizing existing infrastructure assets [11]. Group 5 - Financial discussions between Caixin Financial Holdings and Shenzhen High-tech Investment Group focused on enhancing cooperation in supporting technological innovation and industrial development [12][13]. - Both parties aim to create a comprehensive financial service chain for small and medium-sized innovative enterprises, leveraging their respective strengths [13][14]. Group 6 - National New Capital's leadership visited Hengjian Holdings to discuss deepening financial services and fund cooperation to support Guangdong Province's major projects [15][16]. - The collaboration aims to integrate resources and enhance cooperation in various financial services and fund establishment [16]. Group 7 - Jinpu Industrial Investment Fund Management Company engaged in discussions with Xi'an Financial Company to explore collaboration in equity project investments and fund establishment [17][18]. - The focus is on establishing a "Xi'an Jinpu Technology M&A Fund" to support regional industrial upgrades and economic development [18].
又一只,获批
Zhong Guo Ji Jin Bao· 2025-05-15 07:58
Group 1 - The China International Capital Corporation (CICC) Yizhuang Industrial Park REIT has been officially approved by the China Securities Regulatory Commission (CSRC) on May 14, 2025, marking a significant expansion in the public REITs market [3][4] - This REIT is the first in China to focus on the automotive manufacturing industry chain and is also the first infrastructure REIT project in the Beijing Economic-Technological Development Area [3][4] - The total fundraising amount for the REIT is set at 400 million shares, with a fund contract duration of 15 years, and the custodian bank is the Agricultural Bank of China [3][4] Group 2 - The REIT aims to create a multi-dimensional industrial park characterized by "intelligent, open, innovative, green, shared, and ecological" features, positioning itself as a global hub for high-end automotive key components [4] - The infrastructure assets will primarily support well-known vehicle manufacturers and intelligent driving companies, aligning with the strategic goals of enhancing the capital's core functions and developing a high-end manufacturing cluster [4] - As of May 14, 2025, there are 66 public REITs in total, with a fundraising scale nearing 200 billion yuan, and 19 additional REITs are currently in the application process [5] Group 3 - The public REITs market has shown robust performance, with 38 products increasing over 10% and 17 products rising over 20% in the secondary market as of May 14, 2025 [5] - Consumer-focused REITs have outperformed, with notable increases in the Huaan Bailian Consumer REIT and Huaxia Shouchuang Outlet REIT, achieving year-to-date gains of 47.88% and 43.87% respectively [5] - A new "stabilization fund" was introduced in late April, with a target size of 10 billion yuan, marking the largest single public REIT investment fund in the market [5]
资产荒下的破局之道:险资加速涌入公募 REITs 赛道
南方财经全媒体记者 孙诗卉 实习生 吕广龙 上海报道 近年来,我国基础设施公募REITs市场稳步发展,发行数量和募集资金规模持续增长,REITs市场受益 于常态化发行提速及前期限售份额逐渐解禁,提质扩容取得成效。截至目前,我国REITs累计上市超50 只,发行规模(含扩募)超千亿元。与此同时,公募REITs也吸引了大量机构投资者的目光,其中保险 资金参与度显著提升。 据21世纪经济报道记者不完全统计,今年上市的7只公募REITs中,险资均参与配售且占总份额比例靠 前,其中招商基金招商蛇口租赁住房封闭式基础设施证券投资基金险资配额占比达7.43%,另外南方顺 丰仓储物流封闭式基础设施证券投资基金和博时招商蛇口产业园封闭式基础设施证券投资基金的险资配 额比例也达到了6%以上。 2025年上市公募REITs统计表 | 序号 | 代码 | 名称 | 险资配额占比(%) | | --- | --- | --- | --- | | | 180305. OF | 南方顺丰仓储物流封闭式基础设施证券投资基金 | 6. 27 | | 2 | 508002. OF | 华安百联消费封闭式基础设施证券投资基金 | 3.09 | | ...
又有新产品申报
Zhong Guo Ji Jin Bao· 2025-05-07 08:13
Group 1 - CICC Vipshop Outlets REIT has officially submitted its application to the Shanghai Stock Exchange on May 6, targeting the consumer infrastructure sector [2][3] - The underlying assets of the project are expected to include outlet projects in Nanchang, Ningbo, and Taiyuan, owned by Shanshan Commercial Group [4] - Shanshan Commercial Group, established in 2016, is primarily engaged in business services and has a registered capital of 3 billion yuan [4] Group 2 - Vipshop acquired 100% of Shanshan Commercial Group for 2.9 billion yuan in 2019, which included several established outlet plazas and additional projects under planning [5] - The REIT is anticipated to provide funding support for asset revitalization and new project expansion, leveraging the synergy between supply chain and offline scenarios post-acquisition [6] - Consumer REITs have shown strong performance, with the highest year-to-date increase exceeding 40%, indicating a robust market for this asset class [2][8] Group 3 - As of May 7, there are 66 public REITs in the market with a fundraising scale nearing 200 billion yuan, and 19 additional REITs are in the application process [7] - The secondary market for public REITs has performed well, with an average increase of 13.4% year-to-date, outperforming major A-share indices [8] - Notably, consumer REITs have led the market, with several products achieving significant gains, including Huaxia Joy City Commercial REIT and Huaxia Shichuang Outlets REIT, both exceeding 40% [8]
公募REITs市场迎来首只百亿元“平准基金”,个人投资者能参与吗
Jin Rong Shi Bao· 2025-04-30 01:40
"心动,个人投资者有机会买入吗?" ——网友"方珊" 近期,百亿元公募REITs专项投资基金设立的消息引发投资者关注。对此,有网友在《金融时报》微信 公众号发布的《国内公募REITs市场迎首只百亿"平准"投资基金!》一文中留言:"心动,个人投资者有 机会买入吗?" 我们先简要回顾一下该事件:4月24日,首程控股宣布与中国人寿(601628)、财信人寿等机构联合发 起设立北京平准基础设施不动产股权投资基金(以下简称"平准股权投资基金")。该基金目标规模100 亿元,首关规模52.37亿元。该基金通过战略配售等方式投资基础设施公募REITs。 那么,基础设施REITs对普通投资者有什么意义呢?一是丰富投资渠道。REITs为投资者资产配置提供 了兼具"股债"特点的金融工具。二是降低投资不动产的门槛。投资者通过投资REITs,间接成为不动产 项目的"股东",获得不动产运营带来的分红以及资产增值收益。 那么,个人投资者能否参与其中呢?目前来看,受该基金运作模式限制等原因,个人投资者无法直接参 与该"平准股权投资基金"。 不过,个人投资者可以持续关注该"平准股权投资基金"的投资对象——公募REITs市场。 REITs是指 ...
蚂蚁基金发布“指数+”平台【国信金工】
量化藏经阁· 2025-04-27 13:02
二、开放式公募基金表现 三、基金产品发行情况 上周新成立基金 28 只,合计发行规模为 240.79 亿元,较前一周有所增 加。此外,上周有 28 只基金首次进入发行阶段,本周将有 6 只基金开始 发行。 一 上周市场回顾 1.1 相关热点回顾 报 告 摘 要 一、上周市场回顾 一、基金申报发行动态 上周共上报 36 只基金, 较 上上周申报数量 有所下降 。申报的产品包括 5 只 FOF ,国证通用航空产业 ETF 、国投瑞银中证全指自由现金流指数基金、嘉 实中证港股通创新药 ETF 等。 上周 A 股市场主要宽基指数走势出现分化,中小板指、中证 1000 、创业 板指指数收益靠前,收益分别为 2.13% 、 1.85% 、 1.74% ,科创 50 、沪深 300 、上证综指指数收益靠后,收益分别为 -0.40% 、 0.38% 、 0.56% 。 从成交额来看,除科创 50 、沪深 300 、上证综指外,上周主要宽基指数 成交额均有所上升。行业方面,上周综合金融、汽车、电力设备及新能源收 益靠前,收益分别为 5.06% 、 4.98% 、 3.09% ,食品饮料、消费者服 务、房地产收益靠后,收益分别为 ...
国内公募REITs市场迎首只百亿“平准”投资基金
Jin Rong Shi Bao· 2025-04-27 12:54
Core Viewpoint - Shoucheng Holdings has announced the establishment of the Beijing Pingzhun Infrastructure Real Estate Equity Investment Fund, which is the first public REITs fund in China to include "Pingzhun" in its name, targeting a total scale of 10 billion RMB with an initial closing size of 5.237 billion RMB, making it the largest single public REITs special investment fund in the market [1][5]. Company Summary - The fund is a collaboration between Shoucheng Holdings, China Life Insurance, Caixin Life Insurance, and other partners, with Shoucheng's indirect wholly-owned subsidiary, Shoujing Investment, acting as a limited partner [2][4]. - The total capital contribution from all partners amounts to 5.237 billion RMB, with China Life contributing 3.5 billion RMB, Shoujing Investment 1 billion RMB, and Caixin Life 700 million RMB [5][6]. - The fund will primarily invest in public REITs related to infrastructure, utilizing strategic placements and other investment methods to enhance market liquidity and operational efficiency [7][9]. Industry Summary - The public REITs market in China has reached a new stage of quality improvement and efficiency, with 65 products listed and a total issuance scale of approximately 170 billion RMB as of April 24 [8]. - Insurance capital has increasingly participated in public REITs investments since 2021, with a projected investment scale exceeding 13 billion RMB by the end of 2024, representing 12.45% of the market share [8][9]. - The Beijing Pingzhun Infrastructure Fund aims to stabilize the market and discover value through professional operations, thereby promoting healthy market expansion and attracting long-term capital [9].
公募REITs周报(2025.04.21-2025.04.27):公募REITs市场下行,南方顺丰物流REIT上市-20250427
1. Report Industry Investment Rating No information provided in the content. 2. Core Viewpoints of the Report - This week, the public REITs market showed a downward trend, with an increase in trading volume. Among equity - type public REITs, only warehousing and logistics REITs rose, while park infrastructure REITs had the highest decline. Most public REITs products fell this week [1][9]. - As of April 25, 2025, a total of 66 public REITs had been issued, with a total issuance scale of 174.5 billion yuan. Since 2025, 7 public REITs have been issued, and 1 new public REIT was issued in April 2025, with a scale of 1.4 billion yuan. Additionally, 23 public REITs funds are waiting to be listed [2][29]. - There were significant policy and market developments this week, including the listing of Shenzhen's first private warehousing and logistics REIT, the approval of the country's first collective - economy - type REITs, the establishment of a public REITs special investment fund by First Journey Holdings and other institutions, and Guangdong's support for more eligible private capital projects to issue infrastructure REITs [3][34]. - Currently, in the context of an asset shortage, public REITs have the advantages of high dividends and medium - low risks, with high cost - performance and allocation opportunities. The market is expected to continue to expand, and its activity is expected to further increase [4][39]. 3. Summary by Relevant Catalogs 3.1 Secondary Market: This Week, the Public REITs Market Declined - Index Performance: As of April 25, 2025, the China Securities REITs Index fell 1.83% from last week to 847.02, and the China Securities REITs Total Return Index was 1058.94, down 1.43% from last week. The equity - type and franchise - type public REITs indices fell 1.62% and 1.30% respectively from last week [9]. - Trading Volume and Turnover: This week, the total trading volume of the REITs market was 677 million shares, up 5.78% from last week, and the trading amount was 2.947 billion yuan, up 3.40% week - on - week. The market's interval turnover rate was 3.61%, compared with 3.49% last week [11]. - Performance by Asset Type: Among equity - type public REITs, park infrastructure, affordable rental housing, ecological and environmental protection, and consumer infrastructure REITs fell 4.69%, 2.38%, 0.95%, and 0.40% respectively, while warehousing and logistics REITs rose 0.54%. Among franchise - type public REITs, energy infrastructure, water conservancy facilities, transportation infrastructure, and municipal facilities REITs fell 3.13%, 0.66%, 0.38%, and 0.28% respectively [12][16]. - Trading Volume and Turnover by Type: Most types of public REITs saw a decline in trading volume. Warehousing and logistics, energy infrastructure, and transportation infrastructure REITs had a week - on - week increase in trading volume of 190.98%, 2.18%, and 1.48% respectively, while others declined. In terms of turnover, most types also decreased, except for warehousing and logistics REITs, which had an increase [19][21]. - Single - Target Performance: Among the 65 public REITs, 16 rose and 49 fell. The top gainers were CICC Chongqing Liangjiang Industrial Park REIT, E Fund Huawai Farmers' Market REIT, and Hua'an Waigaoqiao Warehousing and Logistics REIT, with weekly gains of 6.4%, 4.3%, and 2.5% respectively. The top losers were Soochow Suzhou Industrial Park Industrial Park REIT, Huaxia Hefei High - tech Industrial Park REIT, and AVIC Jingneng Photovoltaic REIT, with weekly losses of 11.1%, 7.1%, and 6.7% respectively [23]. 3.2 Primary Market: 23 Public REITs Funds are Waiting to be Listed - Issuance Situation: As of April 25, 2025, a total of 66 public REITs had been issued, with a total issuance scale of 174.5 billion yuan. In 2024, 29 REITs were issued, with a scale of 64.6 billion yuan. Since 2025, 7 public REITs have been issued, and 1 was issued in April 2025, with a scale of 1.4 billion yuan [29]. - Pending Listings: As of April 25, 2025, 23 public REITs funds are waiting to be listed, including 13 for initial offerings and 10 for secondary offerings. In terms of project status, 7 have passed, 11 have been feedbacked, 4 have been questioned, and 1 has been accepted. By type, there are 7 park - type, 1 consumer infrastructure - type, 4 warehousing and logistics - type, and 4 affordable rental housing - type in the industrial REITs category, and 3 energy - type and 1 ecological and environmental protection - type in the franchise - type [30]. 3.3 Public REITs Policies and Market Dynamics - Listing of Shenzhen's First Private Warehousing and Logistics REIT: On April 21, Southern SF Logistics REIT was successfully listed on the Shenzhen Stock Exchange, with a total raised capital of 3.29 billion yuan [34][35]. - Approval of the Country's First Collective - Economy - Type REITs: On April 23, "Huajin - Yuanlian - Loufeng Street Lianchuang Industrial Park Asset - Backed Special Plan" (ABS) was officially approved by the Shanghai Stock Exchange, becoming the country's first approved collective - economy - type REITs project [36]. - Establishment of a Public REITs Special Investment Fund: On April 24, First Journey Holdings announced the joint establishment of Beijing Pingzhun Infrastructure Real Estate Equity Investment Fund with China Life Insurance, Caixin Life Insurance and other institutions. The target scale of the fund is 10 billion yuan, and the first - closing scale is 5.237 billion yuan [37]. - Guangdong's Support for Private Capital Projects: On April 25, the General Office of the People's Government of Guangdong Province issued a notice, supporting private capital to participate in major project construction and increasing the cultivation and application of infrastructure REITs projects [38]. 3.4 Investment Suggestions - Market Trends: This week, the REITs index showed a downward trend, but the trading amount increased. Only warehousing and logistics REITs rose, while park infrastructure REITs had the highest decline. Southern SF Logistics REIT was listed on the Shenzhen Stock Exchange this week [39]. - Market Outlook: Since the beginning of this year, 7 public REITs have been established, with a total scale of over 10 billion yuan. Additionally, 23 REITs funds are waiting to be listed, and the market is expected to continue to expand, with increased activity. In the context of an asset shortage, public REITs have high cost - performance and allocation opportunities [4][39].
首程控股联合中国人寿再设百亿基金
news flash· 2025-04-24 03:37
Group 1 - The core point of the article is that Shoucheng Holdings has announced the establishment of the Beijing Pingzhun Infrastructure Real Estate Equity Investment Fund in collaboration with China Life (601628) and Caixin Life, with a target scale of 10 billion yuan [1] - The first closing scale of the fund is 5.237 billion yuan, making it the largest public REITs investment fund in the market currently [1]