图说资产证券 REITs产品创新持续推进,ABS-二级市场明显降温 首单港口公募REITs申报。2月25日,国内首单港口公募REITs"定信天津临港发展集团港口封闭式基础设施 证券投资基金"（简称"建信天津临港港口REIT"）项目正式申报，原始权益人为天津临港港务集团有限公司, 公司旗下运营的码头泊位数量为14个,涵盖粮油、杂货、液化等多个类型。上年9月,国家发改委《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》（"7B2号文"）中提到卖"积极研 究探索铁路、港口、特高压输电、通信铁塔、市场化租赁住房、文化旅游、专业市场、养老设施等尚无推荐发行 案例的新资产类型项目的发行路径"，在政策层面为港口行业探索发行公募REITs提供引导和支持。此次申报 的"建信天津临港港口REIT"是我国首单以港口基础设施作为底层资产的公募REITs产品，另外北部湾港股份有限 公司也宣布开展港口公赛REITs的申报工作,多单产品的推进标志着港口行业正式开始发行公募REITs,这有利于 开辟港口行业权益融资新渠道,助力盘活企业存量资产、提高资金周转效率,形成"盘活一投资一提升一再盘活 "的良性循 ...

Market Performance - The public REITs secondary market experienced a downward trend this week, with overall trading activity declining [1] - The CSI REITs total return index fell by 1.08% this week, underperforming the CSI 300 index [1][2] - As of February 27, the index closed at 1035.78 points, with a cumulative increase of 2.57% year-to-date [2] REITs Performance - Out of 79 listed public REITs, 17 saw an increase, with the top performers being data center, highway, consumer, and logistics REITs [2] - The best-performing REIT this week was the Southern Runze Technology Data Center REIT, which rose by 3.48% [2] - Conversely, 62 REITs declined, with 41 experiencing a drop of over 1%, the largest being Huatai Nanjing Jianye REIT, which fell by 6.34% [3] New REITs Filings - Four new public REITs were filed this week, indicating potential market expansion [4] - The Guangfa New Town Wuyue Commercial Real Estate REIT was officially filed, with a project scale of 616 million yuan [4] - The Jiashi Shoukai Commercial Real Estate REIT was also filed, aiming to revitalize existing assets and lower debt ratios [4] Additional Filings - The Guojin Jiazhe New Energy REIT was filed, focusing on wind power projects as underlying assets [5] - The Jianxin Tianjin Lingang Port REIT was filed, marking the first port real estate REIT in the country [6] - The Shanghai and Shenzhen stock exchanges issued the first round of review inquiries for five commercial real estate REIT projects this week [6]