中信建投：短期波动不改REITs中期向好趋势推荐密切关注回调后配置机会

智通财经2025-07-30

智通财经APP获悉，中信建投发布研报称，2025年C-REITs市场延续牛市行情，中证REITs指数年内涨幅达12.8%。近期市场迎来预期内回撤，主因市场风险偏好走低及解禁等因素影响。但中期REITs作为红利配置资产的核心逻辑不变，二级市场也有望在调整后迎来更好的配置机会，建议聚焦两条主线：(1)推荐优先布局优质内需赛道。包括政策性保租房、消费、市政环保等稳健运营的赛道;(2)推荐关注景气度修复下...

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中信建投：短期波动不改REITs中期向好趋势 推荐密切关注回调后配置机会

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中信建投：短期波动不改REITs中期向好趋势推荐密切关注回调后配置机会