REITS行业周报：六部门联合发文支持消费基础设施发行REITS 中海正式申报公募REITS

开源证券2025-06-29

六部门联合发文支持消费基础设施发行REITs，中海正式申报公募REITs2025 年第26 周，中证REITs（收盘）指数为880.9，同比上涨11.83%，环比下跌1.46%；中证REITs 全收益指数1109.13，同比上涨18.46%，环比下跌1.38%。本周REITs 市场交易规模成交量达5.99 亿份，同比增长20.04%；成交额达28.95亿元，同比增长49.92%；区间换手率...

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REITS","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600119":0.9,"600153":0.9,"600180":0.9,"600704":0.9,"600753":0.9,"600755":0.9,"600787":0.9,"600794":0.9,"601598":0.9,"603056":0.9,"603066":0.9,"603117":0.9,"603329":0.9,"603535":0.9,"603569":0.9,"603648":0.9,"603713":0.9,"603813":0.9,"603836":0.9,"603871":0.9,"603967":0.9,"605050":0.9},"content_text":"六部门联合发文支持消费基础设施发行REITs，中海正式申报公募REITs2025 年第26 周，中证REITs（收盘）指数为880.9，同比上涨11.83%，环比下跌1.46%；中证REITs 全收益指数1109.13，同比上涨18.46%，环比下跌1.38%。本周REITs 市场交易规模成交量达5.99 亿份，同比增长20.04%；成交额达28.95亿元，同比增长49.92%；区间换手率3.07%，同比下降15.89%。本周保障房、环保、高速公路、产业园区、仓储物流、能源、消费类REITs 一周涨跌幅分别为-1.94%、-0.88%、-1.83%、-1.06%、-2.37%、-0.30%、-1.93%；一月涨跌幅分别为+5.98%、+1.90%、+0.46%、+1.58%、+0.22%、+3.30%、+2.68%。我们认为，债券市场利率中枢下行压力下，“资产荒”逻辑有望继续演绎，REITs 作为高分红、中低风险的资产，在政策力度加强以及社保金和养老金入市预期下，有望持续提升配置性价比，板块具备较好的投资机会，维持行业“看好”评级。六部门联合发文支持消费基础设施发行REITs，中金中国绿发商业REIT 上市中国人民银行、国家发展改革委、财政部、商务部、金融监管总局、中国证监会等六部门联合印发《关于金融支持提振和扩大消费的指导意见》提出，支持符合条件的消费基础设施发行基础设施领域不动产投资信托基金。中金中国绿发商业REIT（基金代码：180606）正式在深圳证券交易所挂牌上市，成为全国公募REIT市场的第68 单产品（消费REIT 第9 单）。一周行情：保障房REITs 单周下跌1.94%，单月累计上涨5.98%2025 年第26 周，中证REITs（收盘）指数为880.9，同比上涨11.83%，环比下跌1.46%，2024 年年初至今累计上涨16.45%，同期沪深300 指数累计上涨14.3%，累计超额收益+2.15%；中证REITs 全收益指数为1109.13，同比上涨18.46%，环比下跌1.38%，2024 年年初至今累计上涨28.7%，同期沪深300 指数累计上涨14.3%，累计超额收益+14.40%。本周保障房、环保、高速公路、产业园区、仓储物流、能源、消费类REITs 一周涨跌幅分别为-1.94%、-0.88%、-1.83%、-1.06%、-2.37%、-0.30%、-1.93%；一月涨跌幅分别为+5.98%、+1.90%、+0.46%、+1.58%、+0.22%、+3.30%、+2.68%。一级跟踪：16 只REITs 基金等待上市，中海正式申报公募REITs2025 年第26 周，共有16 只REITs 基金等待上市，本周华夏安博仓储物流封闭式基础设施证券投资基金首发申请已申报，华夏中海商业资产封闭式基础设施证券投资基金首发申请已受理。发行市场保持活跃。风险提示：（1）公募REITs 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