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阿里巴巴:10月1日高德地图的日活用户达3.6亿|首席资讯日报
首席商业评论· 2025-10-07 01:47
中国基金业协会近日发布的数据显示,截至2025年8月底,资产支持专项计划(ABS)存续2573只,存续规 模21891.65亿元。其中,基础设施公募REITs所投ABS存续80只,规模1968.53亿元。此外,基础资产为应收 账款、不动产持有型ABS、商业不动产抵押贷款(CMBS)、融资租赁债权、小额贷款债权的ABS存续规模 合计17299.04亿元,占总存续规模的79.02%。 3.阿里巴巴表示,自9月推出以来,其地图应用高德地图的目的地排名功能已达到4亿用户;10月1日,高德 地图的日活跃用户创下3.6亿的记录。 4.快乐星球老顽童爷爷去世 据西安话剧院官方消息,表演艺术家、著名导演赵克明因病于2025年10月4日15时55分逝世,享年93岁。赵 克明,出生于1933年,山西省忻州市人。著名话剧表演艺术家,导演,一级演员。曾在话剧《西安事变》 《巍巍昆仑》中扮演蒋介石,在话剧《艰难时事》之中扮演基辛格,从1989年到1995年间,多次指导央视 1.海南:自10月6日0时起暂停2025年海南省汽车置换更新补贴政策 10月4日,省商务厅发布《关于进一步调整2025年商务领域消费品以旧换新政策有关事项的公告》。 ...
公募基础设施REITs周报-20250927
SINOLINK SECURITIES· 2025-09-27 09:37
1. Report Industry Investment Rating - No relevant content provided 2. Core Viewpoints of the Report - No explicit core viewpoints presented in the given text 3. Summary by Related Catalogs Secondary Market Price and Volume Performance - Report provides detailed data on multiple REITs, including listing date, issue price, listing - day return, return since listing, trading volume, turnover rate, and weekly and yearly returns [12][13] - Different REITs in various sectors such as warehousing logistics, industrial parks, affordable rental housing, etc., show significant differences in performance [12][13] Secondary Market Valuation Situation - The P/FFO, P/NAV, IRR, PV multiplier, and expected cash distribution rate of multiple REITs are presented [24][27] - The data shows that different REITs vary in valuation indicators, and there are also differences between different industry types [24][27] Market Correlation Statistics - The correlation coefficients between REITs, different types of REITs (property - right, franchise, etc.), and various asset classes (stocks, convertibles, bonds, commodities) are provided [30] - REITs generally have low correlation coefficients with other asset classes, and different types of REITs also show different correlation characteristics [30] Primary Market Tracking - Information on multiple REITs in the primary market is provided, including their project nature, type, stage, acceptance date, original equity holder, underlying project, and project valuation [33] - There are many REITs in different stages such as pending listing, feedback - received, and application - accepted [33]
公募REITs,大消息!
Sou Hu Cai Jing· 2025-09-20 06:11
【导读】公募REITs市场再迎重磅文件 中国基金报记者 方丽 陆慧婧 公募REITs市场再迎重磅文件! 国家发展改革委办公厅下发《关于进一步做好基础设施领域不动产投资信托基金(REITs)常态化申报推荐工作的通知》(以下简称:782号文),这也 是继此前发布的1014号文奠定基础设施公募REITs常态化发行的基础之后,进一步细化了各类资产的操作规范。 782号文的主旨可以浓缩为确定的扩容、稳步的灵活、不变的质量要求三个方面,加快成熟资产类型项目常态化申报,并明确了产权类和特许经营权两大 属性分类项下各类资产混装的可行性,积极支持民间投资项目发行上市,简化扩募流程。 多位业内人士表示,这一政策有望扩大基础设施REITs市场规模、丰富产品类型,推动基础设施REITs高质量发展。 发改委出台782号文 提升REITs市场深度、广度 自2021年首批上市以来,中国REITs市场保持较快的发展步伐。截至2025年9月18日,沪深交易所已发行上市74只REITs、总市值超过2200亿元,资产类别 涵盖传统不动产设施和新型基础设施等8个类别,成为亚洲领先的REITs市场之一。 不过,虽然速度较快,但在发展的过程中也可以看到 ...
浙江省新能源投资集团股份有限公司关于参股公司发行基础设施公募REITs暨关联交易的公告
Core Viewpoint - Zhejiang New Energy Investment Group Co., Ltd. (referred to as "the company") announces that its subsidiary, Zhejiang Shanxi Water Conservancy and Hydropower Development Co., Ltd. (referred to as "Shanxi Water Conservancy"), plans to issue public infrastructure REITs based on operational assets such as the Shanxi Reservoir and power station, with the company participating as an original equity holder [2][3]. Group 1: Transaction Details - The transaction involves Shanxi Water Conservancy issuing public infrastructure REITs with the company and its affiliate Qianjiang Water Development Co., Ltd. intending to subscribe for a certain amount of fund shares [2][3]. - The board of directors and senior management of the company hold positions in Qianjiang Water, establishing an associated relationship, thus classifying this transaction as a related party transaction [2][3]. - The transaction has been approved by the company's independent directors and board meetings, confirming it does not constitute a major asset restructuring as per relevant regulations [2][3][19]. Group 2: REITs Project Plan - The REITs project aims to revitalize existing assets, improve capital structure, and enhance project compliance, with an estimated asset valuation of approximately 3 billion yuan (30.04 billion) and a proposed issuance scale of 2.474 billion yuan [5][6]. - The underlying assets include the Shanxi Reservoir, which has a total capacity of 1.824 billion cubic meters and an installed capacity of 222,000 kilowatts, generating an average annual power output of about 410 million kilowatt-hours [5][6]. - The REITs will have a 30-year term, with 80% of the shares intended for original equity holders and 20% for public investors [5][6]. Group 3: Related Party Transaction Overview - The company will subscribe for fund shares in the REITs, with the actual subscription ratio and amount to be determined by the final issuance plan [13][19]. - The transaction price for the fund shares will be based on the final project valuation and market inquiry results, ensuring fairness and reasonableness [18][19]. - The issuance of REITs is expected to help the company activate existing assets, generate asset disposal income, and enhance dividends, aligning with the company's interests and sustainable development goals [19][20]. Group 4: Approval Process - The independent directors have reviewed and approved the REITs issuance proposal, emphasizing its benefits for asset revitalization and shareholder interests [20][21]. - The board meeting also approved the company's participation in the REITs subscription and authorized management to handle related matters, subject to regulatory approvals [21]. Group 5: Future Steps - The REITs project is currently in the application stage, pending approval from relevant regulatory bodies, with the company committed to timely information disclosure as required by law [3][12][22].
钱江水利(600283.SH):参股公司拟发行基础设施公募REITs
Ge Long Hui A P P· 2025-09-16 10:09
Group 1 - The company Qianjiang Water Conservancy (600283.SH) plans to issue public infrastructure REITs backed by operational assets such as the Shanxi Reservoir and power station to enhance asset utilization and improve capital structure [1] - The estimated valuation of the underlying assets for the REITs is approximately 3.004 billion yuan, with a proposed issuance scale of 2.474 billion yuan [1] - Four shareholders, including Wenzhou Public Utilities as the initiator, will participate in the subscription, with 80% of the total scale allocated to them and 20% available for public investors [1]
浙江新能:参股公司发行基础设施公募REITs
Ge Long Hui· 2025-09-16 09:55
Core Viewpoint - Zhejiang Xineng (600032.SH) announced that its associate company, Zhejiang Shanxi Hydropower Development Co., Ltd. (referred to as "Shanxi Hydropower"), plans to issue public infrastructure REITs backed by operational assets such as the Shanxi Reservoir and power station [1] Group 1: REITs Issuance Details - The public REITs will be backed by the Shanxi Reservoir and power station, with a total asset valuation of approximately 3.004 billion yuan [1] - The issuance will have a term of 30 years, with a planned issuance scale of 2.474 billion yuan, retaining 529 million yuan in liabilities for the project company [1] - Four shareholders, including Wenzhou Public Utilities as the initiator, will participate as original equity holders, with a total subscription ratio set at 80%, while 20% will be sold to public investors [1] Group 2: Shareholder Participation - The four original equity holders will recover 100% ownership of the project company without compensation after the 30-year term [1]
浙江新能 :参股公司发行基础设施公募REITs 公司拟认购一定份额。
Xin Lang Cai Jing· 2025-09-16 07:52
Group 1 - The core point of the article is that Zhejiang Xinneng plans to subscribe for a certain share of a public REITs focused on infrastructure issued by its affiliated company [1] Group 2 - The company is actively participating in the infrastructure sector through investments in public REITs, indicating a strategic move to enhance its portfolio [1]
瀚蓝环境(600323):并购协同驱动业绩增长 内生增长与新业务齐头并进
Xin Lang Cai Jing· 2025-08-29 02:27
Core Viewpoint - The company reported a slight decrease in revenue but a significant increase in net profit, driven by effective management and the successful integration of the recent acquisition of Yuefeng Environmental [1][2]. Group 1: Financial Performance - In the first half of 2025, the company achieved operating revenue of 5.763 billion yuan, a year-on-year decrease of 1%, while net profit attributable to shareholders reached 967 million yuan, a year-on-year increase of 9% [1]. - The company plans to distribute a mid-term dividend of 2.5 yuan per 10 shares (including tax) [1]. Group 2: Acquisition and Integration - The acquisition of Yuefeng Environmental was completed in June 2025, contributing 369 million yuan in revenue and approximately 60 million yuan in net profit for that month [2]. - Post-acquisition, the company's total waste incineration power generation capacity reached 97,590 tons/day, ranking among the top three in the domestic industry and first among A-share listed companies [2]. - Financially, the acquisition led to a reduction of approximately 1.3 billion yuan in total loans and a decrease in financing rates from 2.75%-4.75% to 2.50%-4.00% [2]. Group 3: Operational Efficiency - The company's solid waste treatment operations (excluding engineering and equipment) achieved a net profit of 730 million yuan, a year-on-year increase of 26.44% [3]. - The heating business saw a significant increase, with heating volume reaching 943,500 tons, up 41.60%, and heating revenue increasing by 46.50% to 140 million yuan [3]. - The company improved operational efficiency, with power generation per ton of waste and on-grid electricity both increasing by 2.60% and 3.51%, respectively [3]. Group 4: Growth Strategies and Shareholder Returns - The company is exploring new business models such as "green electricity direct supply" and has signed strategic cooperation agreements to leverage its green electricity resources [4]. - The company is also advancing the issuance of public REITs based on drainage and solid waste businesses, expected to range from 1 to 3 billion yuan [4]. - The company plans to implement a mid-term dividend of 0.25 yuan per share in 2025, with a commitment to increase cash dividends by no less than 10% in 2025 and 2026 [4]. Group 5: Profit Forecast - The company is projected to achieve operating revenues of 14.036 billion yuan, 15.835 billion yuan, and 16.530 billion yuan for 2025-2027, with year-on-year growth rates of 18.08%, 12.82%, and 4.38% respectively [5]. - Net profit attributable to shareholders is expected to be 1.973 billion yuan, 2.262 billion yuan, and 2.473 billion yuan for the same period, with growth rates of 18.56%, 14.66%, and 9.33% respectively [5].
中基协:7月ABS新增备案规模逾1400亿元
Zhong Guo Xin Wen Wang· 2025-08-27 11:36
Core Insights - In July 2025, the China Securities Investment Fund Industry Association (CSRC) reported that the newly registered Asset-Backed Securities (ABS) totaled 1440.49 billion RMB, with 153 new registrations [1] - The top three ABS underlying assets by registration scale were financing lease receivables (313.66 billion RMB), accounts receivable (309.34 billion RMB), and small loan receivables (247.95 billion RMB) [1] - As of the end of July 2025, there were 2557 ABS in existence, with a total scale of 21646.76 billion RMB [1] ABS Market Overview - The newly registered ABS included 6 public REITs focused on infrastructure, amounting to 147.33 billion RMB [1] - The existing ABS related to infrastructure public REITs totaled 79, with a scale of 1951.3 billion RMB [1] - The combined scale of ABS related to accounts receivable, real estate holding ABS, CMBS (Commercial Mortgage-Backed Securities), financing lease receivables, and small loan receivables accounted for 17066.48 billion RMB, representing 78.84% of the total existing scale [1]
截至8月19日上交所基础设施公募REITs市值合计1394.98亿元
Group 1 - The total market value of public REITs on the Shanghai Stock Exchange reached 139.498 billion yuan as of August 19, 2025 [1] - The total trading volume on the same date amounted to 55.3175 million yuan [1]