【华西固收】嘉实京东仓储REIT拟扩募

华西研究2025-07-10

“华西研究”小程序全面升级！专业研值，一镜到底！华西固收本周（2025年6月30日-7月4日）中证REITs全收益指数收于1116.42点，周度上涨0.66%，在上周回调1.38%后迎来反弹。中证REITs（收盘）指数收于886.60点，周度上涨0.65%。我国REITs市场已上市项目达68个，本周总市值收于2079亿元，环比上涨0.87%。大类资产角度，本周A股、转债和黄金白银表现亮眼，...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250710072331a4412315&s=b><strong>华西研究</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“华西研究”小程序全面升级！专业研值，一镜到底！华西固收本周（2025年6月30日-7月4日）中证REITs全收益指数收于1116.42点，周度上涨0.66%，在上周回调1.38%后迎来反弹。中证REITs（收盘）指数收于886.60点，周度上涨0.65%。我国REITs市场已上市项目达68个，本周总市值收于2079亿元，环比上涨0.87%。大类资产角度，本周A股、转债和黄金白银表现亮眼，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250710072331a4412315&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0463099449.HKD","symbol_name":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) 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fundraising","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89618":0.9,"JD":1,"REIT":1,"09618":0.6},"content_text":"“华西研究”小程序全面升级！专业研值，一镜到底！华西固收本周（2025年6月30日-7月4日）中证REITs全收益指数收于1116.42点，周度上涨0.66%，在上周回调1.38%后迎来反弹。中证REITs（收盘）指数收于886.60点，周度上涨0.65%。我国REITs市场已上市项目达68个，本周总市值收于2079亿元，环比上涨0.87%。大类资产角度，本周A股、转债和黄金白银表现亮眼，沪深300、中证500、中证转债、COMEX黄金、沪金、沪银均跑赢REITs，恒生科技表现不佳。（一）二级市场七大REITs板块仅仓储物流下跌，其他资产有所反弹。交通设施板块上周跌幅最大，达2.19%，本周则以1.16%的涨幅领先，主要是东部经济发达区域的路产（华夏南京交通高速、浙商沪杭甬、招商高速公路）的强势反弹带动，这些路产的车流量和路费收入同比基本也有显著的增长。仓储物流板块下跌主要因为市值最大的中金普洛斯下跌了1.45%。本周市场整体成交活跃度较上周提升，日均成交额6.66亿元、日均成交量1.48亿份、日均换手率0.74%，环比分别上升14.96%、23.47%、0.13pct。市政环保、消费设施和产业园区换手率领先，其中市政环保已连续3周活跃度靠前。REITs项目估值仍然分化。从中债估值收益率来看，交通（5.17%）、仓储物流（4.93%）、产业园区（4.60%）板块靠前，项目估值表现分化较为明显，个券具有挖掘空间。（二）一级市场嘉实京东仓储REIT拟扩募西安、合肥2个物流项目。7月5日，嘉实京东仓储基础设施REIT公告，拟扩募西安、合肥2个项目，这是继红土创新盐田港、中金普洛斯之后第三只启动扩募的仓储物流REITs项目，其中，西安项目包括两栋分拣中心、两栋综合物流建筑、其他附属用房及地下配套，建面合计10.72万平方米；合肥项目包括十一栋物流仓库、一栋设备用房及其他附属用房，建面合计14.56万平方米。中航易商仓储物流REIT的原始权益人易商集团港股私有化。华安外高桥REIT的W4-3 地块 14#仓库涉及租户提前退租及新租户签约，项目公司实现租赁期限无缝衔接，新签约租金较原租户同期预计收入基本持平。目前仓储物流中债估值收益率较高，优质的仓储物流项目值得挖掘。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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