中信建投：关注C-REITs供需格局及政策红利把握抗周期、提景气、强扩募三条主线

智通财经2025-11-10

智通财经APP获悉，中信建投发布研报称，2025年C-REITs市场经历了创新高后又回调的起落走势，目前市场已触底企稳。三季度业态间及业态内业绩分化持续，强运营、抗周期等资产仍然稳中有升，部分市场化竞争激烈赛道仍面临挑战;中短期内市场配置资金对于优质资产的需求仍非常旺盛。展望2026年，政策红利蓄势待发，考虑到今年政策节奏，预计年底前存在较大逆周期调节空间;具体政策方向包括条件趋于成熟的指数化产品...

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中信建投：关注C-REITs供需格局及政策红利 把握抗周期、提景气、强扩募三条主线

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中信建投：关注C-REITs供需格局及政策红利把握抗周期、提景气、强扩募三条主线