为更好地对母基金在中国资本市场里所发挥的重要作用进行系统研究，发挥政府出资产业投资 基金等的资源和战略优势，加强政府对社会资本的管理和引导，促进社会资本流向创新创业型 企业和实体经济，推动中国投资行业特别是母基金行业的健康发展， "中国国际科技促进会母 基金分会"（简称"科促会母基金分会"）成立。科促会母基金分会领导班子所在机构及参会机 构共 8 2 家，科促会母基金分会于每周二更新相关机构的一周资讯。 【内容提要】 1 . 一倍返投，这支专项母基金招 GP 4 . 国寿投资携手首程控股、财信人寿设立公募 REITs投资基金 5 . 财信金控与深高新投举行工作会谈 6 . 国新资本党委书记、董事长郑则鹏一行到访恒健控股公司 7 . 金浦产业投资基金管理有限公司赴咸阳财金交流座谈 01 一倍返投，这支专项母基金招GP 为贯彻落实江苏省委省政府部署要求，发挥长期资本、耐心资本、战略资本作用，促进江苏省 战略性新兴产业发展，着力打造发展新质生产力的重要阵地，江苏省战略性新兴产业母基金 （以下简称 "省级母基金"）与盐城市共同出资设立江苏盐城绿色低碳产业专项母基金（有限合 伙）（以下简称"产业专项母基金"），规模2 ...

【导读】中金亦庄产业园REIT正式获批 公募REITs市场持续扩容！ 证监会网站显示，中金亦庄产业园封闭式基础设施证券投资基金（以下简称中金亦庄产业园REIT）于5月14日获批。 | 索 引 号 | bm56000001/2025-00005968 | સે | 泰 | 公募基金;结果公示 | | --- | --- | --- | --- | --- | | 发布机构 | 证监会 | 发文日期 | | 2025年05月14日 | | 称 ਲ | 关于准予中金亦庄产业园封闭式基础设施证券投资基金注册的批复 | | | | | 文 목 | 证监许可〔2025〕1031号 | 主题词 | | 公募基金;结果公示 | REITs市场不断扩容 今年公募REITs产品供给力度仍在不断加大。 数据显示，截至5月14日，共有66只公募REITs，募集规模逼近2000亿元。2025年以来已成立7只，发行总规模为113亿元。此外，还有19只公募REITs已经 处于申报流程中，部分产品获得反馈或问询。 中金亦庄产业园REIT正式获批 5月14日，中金亦庄产业园REIT正式获得中国证监会准予注册的批复。批复文件显示，该产品基金合同 ...

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 | | ...

【导读】中金唯品会奥特莱斯REIT正式在上交所申报 5月6日，中金唯品会奥特莱斯REIT正式在上交所申报，瞄准消费基础设施领域。 值得一提的是，今年二级市场表现居前的公募REITs中，消费类占据多数，年内最高涨幅超过40%。 中金唯品会奥特莱斯REIT申报 上交所网站显示，中金唯品会奥特莱斯REIT已于5月6日正式申报。该项目原始权益人为杉杉商业集团有限公司，中金基金担任基金管理人。 | 公募REITs名称 | 中金唯品会奥特莱斯封闭式基础设施证券投资基金 | | --- | --- | | 品种 | 基础设施公募REITs | | 发起人(原始权益人) | 杉杉商业集团有限公司 | | 管理人 | 中金基金管理有限公司 | | 专项计划名称 | 中金-唯品会奥特莱斯消费基础设施资产支持专项计划 | | 专项计划管理人 | 中国国际金融股份有限公司 | | 无异议函文号 | - | | 项目状态 | 已申报 | | 更新日期 | 2025-05-06 | | 受理日期 | - | 该项目的底层资产预计为杉杉商业旗下南昌、宁波、太原等地的奥特莱斯项目。 公开资料显示，杉杉商业集团有限公司成立于2016年，位于浙 ...

"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 ...

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 ...

近日，在港交所上市的首程控股宣布，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。 这是国内公募REITs市场首只官宣带有"平准"二字的投资基金。该基金目标规模100亿元，首关规模为人民币52.37亿 元，是目前市场单只规模最大的公募REITs专项投资基金。 "战略投资+财务投资"双引擎模式 4月24日，首程控股公告称，公司的间接全资附属公司首景投资(作为有限合伙人)与中国人寿、财信人寿(作为有限合 伙人)和创弛企业管理(作为特殊有限合伙人)，以及首程控股另一家间接全资附属公司北京朗佳与国寿置业作为普通 合伙人(同时担任执行事务合伙人)，共同签订了合伙协议，以设立合伙企业。国寿资本自合伙企业成立之日起担任 管理人。 直程控股有限公司 SHOUCHENG HOLDINGS LIMITED (於香港註冊成立之有限公司) (股份代號：697) 須予披露交易 成立合夥企業 於2025年4月23日,以下各方簽署了合夥協議,以成立合夥企業: (i) 首景投資,本公司之間接全資附屬公司; 有限合夥人: (ii) 中國人壽; 及 (iii) 財信人壽 創弛企業管理 特殊有限合夥人: ...

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].

- The report does not contain any quantitative models or factors related to the requested topic[5][7][15]