APREA C-REITs 综述
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APREA C-REITs综述（2025年7月）
- 7月份，中国房地产投资信托基金（C-REITs）的收益率环比小幅下降0.31万亿卢比，表现逊于亚太地区房地产投资信托基金以及同期上涨3.71万亿卢比的上证综合指数。与此同时，境外上市的中国房地产投资信托基金连续第二个月上涨超过61万亿卢比。.
- 中国股市已从4月份的低点反弹，充裕的国内流动性支撑了这波涨势。市场对政府近期采取措施遏制部分行业的过度价格战和产能过剩反应积极，这些措施有望缓解通缩并提振企业盈利。风险偏好的上升可能促使资金从房地产投资信托基金（REITs）等防御性股票中轮动出来。.
- 主要房地产投资信托基金板块出现回调，其中租赁住房板块跌幅最大，超过31万亿卢比。工业园区和物流板块则保持相对韧性。.
APREA C-REITs Roundup (June 2025)
C-REITs returned 1.4% in June, which brought total gains in H1 2025 to 14.2%.
Among the top performing sectors, Affordable Housing REITs have continued to post strong returns on supportive policies. Highway REITs have also appealed to investors due to the stable and long-term cash flows it offers while consumer-focused REITs attracted renewed investor interest amid signs of an economic recovery.
Ten new public REITs were launched in the same period with total issuance reaching RMB15.3 billion.
The Shanghai and Shenzhen Stock Exchanges issued detailed guidelines on REIT expansions, enabling multiple equity financing channels through allotments to existing holders, private placements or sales to cornerstone investors.
Source: China Securities Index
APREA C-REITs Roundup (May 2025)
C-REITs returns bounced back after April’s drop to rise 3% in May, as Chinese authorities unveiled a raft of stimulus measures to cushion the economy from US trade tensions.
The PBOC lowered its benchmark seven-day reverse repo rate – a key interest rate – by 10 bps to 1.4%. Reserve requirements were also lowered by 50 bps to 6.2%.
58 of the 67 listed REITs saw month-over-month gains, with affordable rental housing, consumer infrastructure, and industrial parks stocks outperforming.
Shanghai Lingang Holdings received official approval from China’s securities watchdog to inject an additional asset – Caohejing Science and Technology Oasis Kangqiao Park Project – into Guotai Junan‘s Lingang Innovation Park REIT.
APREA C-REITs Roundup (April 2025)
通过APREA独家发布的月度更新报告，掌握中国房地产投资信托基金（REITs）的最新动态。.
APREA C-REITs 综述提供 C-REITs 的最新资讯和发展动态。该重要资源仅供 APREA 会员使用，是您了解 C-REITs 市场的关键。.
APREA C-REITs综述（2025年3月）
通过APREA独家发布的月度更新报告，掌握中国房地产投资信托基金（REITs）的最新动态。.
APREA C-REITs 综述提供 C-REITs 的最新资讯和发展动态。该重要资源仅供 APREA 会员使用，是您了解 C-REITs 市场的关键。.
