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2025-08-02 08:52:42
[Sudden Market Shift: Can Public REITs Rebound Against the Trend?] ⑴ my country's public REIT market remains hot, with the latest data showing the number of listed products has expanded to 71. ⑵ China Huadian Clean Energy REIT listed on the Shanghai Stock Exchange on August 1st, becoming the first public REIT for natural gas power generation by a central SOE. ⑶ Prior to this, products such as CSOP Capital Agricultural REIT and Bank of China Sinotrans Warehousing and Logistics REIT also listed. ⑷ Some research teams believe that in the short term, the overall performance of public REITs will continue to be dominated by their debt-based nature. ⑸ Investor risk appetite and the implementation of incremental policies will be key market focus moving forward. ⑹ For projects with lower operating flexibility, their market trends will primarily depend on the rotation of macro assets. ⑺ For investors seeking long-term, stable returns, these projects still offer investment value, considering the interest rate spread and the proceeds from the issuance of new shares. ⑻ However, for projects with higher operating flexibility, market sentiment and transaction structure will be affected in the short term. ⑼ In the long run, whether these projects can maintain their core appeal depends on their own operating performance.
