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又有新品,上报!
中国基金报· 2025-08-19 05:14
【导读】又有公募 REITs 新品上报!华夏交投楚天高速公路 REIT 申报 中国基金报记者 王思文 当前公募 REITs 发行热度不减, 8 月 18 日,又有新品申报。 8 月 18 日晚间,上交所官网显示,华夏基金申报了一只新的公募 REITs 产品。申报产品名称为 " 湖北交投楚天高速公路封闭式基础设施 证券投资基金 " (以下简称华夏交投楚天高速公路 REIT )。 | | REITs | | 首页 项目动态 | 信息披露 | 行情信息 | 新闻动态 | 规则指南 | 业务办理 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 项目动态 | | | | | | | | | | | 华夏湖北交投楚天高速公路封闭式基础设施证券投资基金 | | | | | | | | | 项目基本信息 | | | | | | | | | | 公募REITs名称 | | 华夏湖北交投楚天高速公路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) | | 湖 ...
又有新品申报!
中国基金报· 2025-07-22 07:56
Group 1 - The core viewpoint of the article is the recent submission of the Zhonghang Tianhong Consumption REIT application, which has been accepted by the China Securities Regulatory Commission [2][5] - The application process took over two years from preparation to formal submission [4] - The project involves the Suzhou Xiangcheng Tianhong Shopping Center as the underlying asset, with a planned issuance period not exceeding 30 years and a total transaction amount not exceeding 60 million [5][6] Group 2 - The public REITs market is currently experiencing a period of adjustment, with many individual REITs seeing declines of over 10% since late June [2][9] - The CSI REITs Total Return Index reached a two-year high of 1124.91 points on June 24, but has since entered a phase of volatility, with an overall decline of more than 2.5% [9] - Recent trading days have shown that 24 public REITs have experienced cumulative declines exceeding 2%, with three of them dropping more than 5% [9][10] - The market is expected to continue a sideways trend until new significant market variables emerge [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 ...
公募REITs周度跟踪(2025.06.30-2025.07.04):周内行情震荡回升,都江堰景区REITs中标-20250705
1. Report Industry Investment Rating No relevant information provided. 2. Core Viewpoints of the Report - The REITs expansion business rules have been further improved, and the Dujiangyan Scenic Area REITs project was successfully bid. The Shanghai Stock Exchange issued the "REITs Expansion Business Handling Guide", and the Shenzhen Stock Exchange also enabled the non - targeted expansion business function. The Huaxia Anbo Warehouse Logistics REIT's application status was updated to "accepted", and AVIC Fund won the bid for the Dujiangyan Scenic Area REITs project [4]. - In the primary market, 4 single - issue REITs made new progress this week, and the issuance scale decreased year - on - year. In the secondary market, the market rebounded with fluctuations this week, and the liquidity continued to rise [5]. 3. Summary According to the Table of Contents 3.1 Primary Market: 4 Single - Issue REITs Made New Progress - As of July 4, 2025, 10 REITs have been successfully issued this year, with a total issuance scale of 15.35 billion yuan, a year - on - year decrease of 43.8%. This week, 4 single - issue public REITs made new progress, and there was no new progress in expansion [5]. - There are currently 15 single - issue REITs under application, 5 have been queried and responded, 0 have passed the review, and 1 is registered and awaiting listing. For expansion, 10 have been applied, 4 have been queried and responded, and 3 have passed the review [5]. 3.2 Secondary Market: The Market Rebounded with Fluctuations This Week, and the Liquidity Continued to Rise 3.2.1 Market Review: The CSI REITs Total Return Index Rose 0.66% - This week, the CSI REITs Total Return Index (932047.CSI) closed at 1116.42 points, up 0.66%, underperforming the CSI 300 by 0.88 percentage points and the CSI Dividend by 1.28 percentage points. The year - to - date increase of the CSI REITs Total Return Index is 15.35%, outperforming the CSI 300/CSI Dividend by 14.15/16.43 percentage points [5]. - By project attribute, property - type REITs rose 0.42%, and franchise - type REITs rose 1.05%. By asset type, the transportation (+1.29%), ecological environment protection (+1.08%), park (+0.83%), and energy (+0.60%) sectors performed better [5]. - Among individual bonds, 55 rose and 13 fell this week. CICC China Greentown Commercial REIT (+6.50%), E Fund Huayi Farmers' Market REIT (+5.25%), and Huaxia Nanjing Transportation Expressway REIT (+3.91%) led the gainers, while Huaxia TBEA New Energy REIT (-2.09%), Huaxia Beijing Affordable Housing REIT (-1.70%), and Guotai Junan Lingang Innovation Industrial Park REIT (-1.55%) were the biggest losers [5]. 3.2.2 Liquidity: The Ecological Environment Protection Sector Had the Highest Activity - The average daily turnover rate of CSI REITs this week was 0.62%, an increase of 3.94BP from last week. The average daily turnover rates of property - type/franchise - type REITs this week were 0.78%/0.63%, an increase of 16.46/1.69BP from last week. The trading volumes during the week were 569 million/170 million shares, a week - on - week increase of 28.49%/9.15%. The ecological environment protection sector was the most active [5]. 3.2.3 Valuation: The Energy Sector Had a Higher Valuation - According to the ChinaBond valuation yield, the yields of property - type/franchise - type REITs were 3.77%/3.94% respectively. The warehouse logistics (5.12%), transportation (5.09%), and park (4.70%) sectors ranked among the top three [5]. 3.3 This Week's News and Important Announcements - **This Week's News**: On June 27, the Shanghai Stock Exchange issued the "REITs Expansion Business Handling Guide", and the Shenzhen Stock Exchange also enabled the non - targeted expansion business function. On June 30, the application status of Huaxia Anbo Warehouse Logistics REIT was updated to "accepted". On July 4, AVIC Fund won the bid for the Dujiangyan Scenic Area REITs project [4][31]. - **Important Announcements**: Multiple REITs released expansion, listing, and operation data announcements, including Guotai Junan Lingang Innovation Industrial Park REIT, CICC China Greentown Commercial REIT, etc. [32]
持续迎新!
Zhong Guo Ji Jin Bao· 2025-07-02 15:04
Core Viewpoint - The recent acceptance of the Huaxia Anbo Warehousing and Logistics REIT by the Shenzhen Stock Exchange marks a significant development in the public REIT market, alongside the upcoming issuance of Huaxia Huadian Clean Energy REIT and Chuangjin Hexin Shounong REIT next week [1][6]. Group 1: Huaxia Anbo Warehousing and Logistics REIT - The Huaxia Anbo Warehousing and Logistics REIT has been officially accepted by the Shenzhen Stock Exchange, with the original rights holder being PCCLF Holding PTE.LTD. and managed by Huaxia Fund Management Co., Ltd. [3][4] - This REIT focuses on high-quality warehousing projects located in key logistics nodes within the Guangdong-Hong Kong-Macao Greater Bay Area, specifically in Guangzhou and Dongguan [4][5]. - The project boasts several core advantages, including its strategic location in the manufacturing hub of Dongguan, high-standard infrastructure, and a diverse tenant structure that includes well-known companies like JD.com and Deppon [5]. Group 2: Upcoming REIT Issuances - The Huaxia Huadian Clean Energy REIT completed its inquiry phase with a subscription multiple of 224.26 times, and is set to raise approximately 1.8945 billion yuan [7]. - Chuangjin Hexin Shounong REIT also completed its inquiry with a subscription multiple of 128.95 times, aiming to raise around 3.685 billion yuan [7]. - Additionally, two other REITs, Nanfang Runze Technology Data Center REIT and Nanfang Wanguo Data Center REIT, are in the inquiry phase with specified price ranges [7]. Group 3: Other REIT Developments - On June 26, the Huaxia Zhonghai Commercial Asset REIT was also accepted by the Shenzhen Stock Exchange, with its underlying assets located in Foshan, Guangdong [8].
持续迎新!
中国基金报· 2025-07-02 14:54
Core Viewpoint - The public REITs market in China is experiencing growth with new offerings, including the acceptance of the Huaxia Anbo Warehousing Logistics REIT and upcoming issuances of Huaxia Huadian Clean Energy REIT and Chuangjin Hexin Shounong REIT [2][7] Group 1: Huaxia Anbo Warehousing Logistics REIT - Huaxia Anbo Warehousing Logistics REIT has been accepted by the Shenzhen Stock Exchange, with PCCLF Holding PTE.LTD. as the original rights holder and Huaxia Fund Management Co., Ltd. as the fund manager [4] - The REIT focuses on high-quality warehousing projects in the Guangdong-Hong Kong-Macao Greater Bay Area, including three projects in Guangzhou and Dongguan [5] - Key advantages include location scarcity, high-standard hardware, and a diverse tenant structure with major clients like JD.com and Deppon [5][6] - The REIT aims for stable rental cash flow, with a distribution ratio of no less than 90% of the annual distributable amount, projecting a cash distribution rate of 5.00% in 2025 and 5.02% in 2026 [5] Group 2: Upcoming REIT Issuances - Huaxia Huadian Clean Energy REIT completed its inquiry with 514 subscription objects and a subscription multiple of 224.26 times, with an expected fundraising total of 1.8945 billion yuan [8] - Chuangjin Hexin Shounong REIT also completed its inquiry with 566 subscription objects and a subscription multiple of 128.95 times, aiming to raise 3.685 billion yuan [8] - Two additional REITs, Southern Runze Technology Data Center REIT and Southern Wanguo Data Center REIT, are set for inquiry with price ranges specified [8] Group 3: Other REIT Developments - On June 26, Huaxia Zhonghai Commercial Asset REIT was accepted by the Shenzhen Stock Exchange, focusing on a mixed-use shopping center in Foshan [9]