{"id":35256,"date":"2025-07-11T17:53:37","date_gmt":"2025-07-11T09:53:37","guid":{"rendered":"https:\/\/aprea.asia\/?post_type=knowledge-hub&#038;p=35256"},"modified":"2025-08-12T12:30:38","modified_gmt":"2025-08-12T04:30:38","slug":"asian-market-outlook-july-2025-bi-capital","status":"publish","type":"knowledge-hub","link":"https:\/\/www.aprea.asia\/zh_hk\/knowledge-hub\/asian-market-outlook-july-2025-bi-capital\/","title":{"rendered":"\u4e9e\u6d32\u5e02\u5834\u5c55\u671b - 2025 \u5e74 7 \u6708 (B&amp;I Capital)"},"content":{"rendered":"<p class=\"\"><strong>\u6982\u8ff0\uff1a<\/strong>&nbsp;\u7531\u65bc\u623f\u5730\u7522\u6295\u8cc7\u4fe1\u8a17\u57fa\u91d1\uff0f\u958b\u767c\u5546\u5fa9\u7526\u3001\u5916\u532f\u5229\u597d\uff0c\u4ee5\u53ca\u5229\u7387\u4e0b\u964d\u91cd\u65b0\u6fc0\u8d77\u6295\u8cc7\u4eba\u7684\u8208\u8da3\uff0c\u4e9e\u6d32\u623f\u5730\u7522\u8b49\u5238\u4ee5\u7f8e\u5143\u8a08\u50f9\uff0c\u5e74\u5167\u7d2f\u8a08\u4e0a\u63da 17.53%\u3002\u4e9e\u6d32\uff08\u65e5\u672c\u9664\u5916\uff09\u8f03\u4f4e\u7684\u501f\u8cb8\u6210\u672c\u6709\u52a9\u65bc\u63d0\u5347\u76c8\u5229\u53ca\u9032\u884c\u589e\u503c\u6536\u8cfc\uff0c\u800c\u75b2\u5f31\u7684\u7f8e\u5143\u3001\u4f4e\u589e\u9577\u53ca\u5229\u7387\u4e0b\u964d\u5247\u7e7c\u7e8c\u652f\u6301\u8a72\u884c\u696d\u7684\u5b9a\u4f4d\u3002.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\"><strong>\u65e5\u672c\uff1a<\/strong>\u00a0JREITs \u81ea 1 \u6708\u4ee5\u4f86\u4e0a\u63da 11.9%\uff0c\u4f46\u4ecd\u4ee5 13% \u7684\u8cc7\u7522\u6de8\u503c\u6298\u8b93\u9032\u884c\u4ea4\u6613\u3002\u65e5\u672c\u592e\u884c\u5728\u65e5\u7f8e\u8cbf\u6613\u7dca\u5f35\u5c40\u52e2\u4e0b\u4fdd\u6301\u8b39\u614e\uff0c\u6301\u7e8c\u9032\u884c\u8cc7\u7522\u51fa\u552e\u53ca\u56de\u8cfc\u3002\u5beb\u5b57\u6a13\u53ca\u9152\u5e97\u7684\u57fa\u672c\u56e0\u7d20\u4ecd\u7136\u5f37\u52c1\uff0c\u800c\u5efa\u7bc9\u6210\u672c\u4e0a\u6f32\u9650\u5236\u4e86\u65b0\u589e\u4f9b\u61c9\u3002.<\/li>\n\n\n\n<li class=\"\"><strong>\u6fb3\u6d32\uff1a<\/strong>\u00a0\u9810\u671f\u6fb3\u6d32\u592e\u884c\u5c07\u65bc\u4eca\u5e74\u7a0d\u5f8c\u8abf\u964d\u5229\u7387\uff0c\u901a\u8ca8\u81a8\u8139\u5c07\u7dad\u6301\u5728\u76ee\u6a19\u7bc4\u570d\u5167\uff0c\u52de\u52d5\u529b\u5e02\u5834\u75b2\u8edf\uff0c\u517c\u8077\u5de5\u4f5c\u6e1b\u5c11\u3002\u6211\u5011\u7dad\u6301\u591a\u5143\u5316\u4f4f\u5b85\u3001\u96f6\u552e\u53ca\u81ea\u52a9\u5f0f\u5009\u5132\u7684\u8d85\u914d\u6bd4\u91cd\u3002\u5b8f\u89c0\u6578\u64da\u9810\u671f\u5c07\u65bc 8 \u6708\u76c8\u5229\u524d\u63a8\u52d5\u50f9\u683c\u3002.<\/li>\n\n\n\n<li class=\"\"><strong>\u9999\u6e2f\uff1a<\/strong>\u00a0\u9999\u6e2f\u623f\u5730\u7522\u80a1\u65bc 2025 \u5e74\u4e0a\u534a\u5e74\u5347\u903e 20% \uff0c\u4e3b\u8981\u53d7\u60e0\u65bc\u606f\u7387\u4e0b\u8dcc\u3001\u96f6\u552e\u3001\u4f4f\u5b85\u53ca\u65c5\u904a\u6d3b\u52d5\u5fa9\u7526\uff0c\u4ee5\u53ca\u6295\u8cc7\u8005\u6301\u5009\u504f\u4f4e\u3002\u9999\u6e2f\u7f6e\u5730\u56e0\u51fa\u552e\u8cc7\u7522\u3001\u56de\u8cfc\u53ca\u63d0\u9ad8\u80a1\u606f\u800c\u5e36\u52d5\u5347\u5e45\uff0c\u800c\u5927\u578b\u767c\u5c55\u5546\u7684\u8cc7\u7522\u6de8\u503c\u4ecd\u6709\u8f03\u5927\u6298\u8b93\u3002.<\/li>\n\n\n\n<li class=\"\"><strong>\u65b0\u52a0\u5761\uff1a<\/strong>\u00a0\u7531\u65bc\u5229\u7387\u4e0b\u964d\u964d\u4f4e\u4e86\u518d\u878d\u8cc7\u6210\u672c\uff0c\u4e26\u4fc3\u6210\u4e86\u53ef\u589e\u52a0 DPU \u7684\u4ea4\u6613\uff0c\u56e0\u6b64\u5927\u578b SREITs \u7684\u4ea4\u6613\u50f9\u683c\u6b63\u8655\u65bc 2025 \u5e74\u7684\u9ad8\u9ede\u3002\u8fd1\u671f NTT Global Data Center REIT \u9996\u6b21\u516c\u958b\u52df\u80a1\u7372\u5f97 2.5 \u500d\u7684\u8d85\u984d\u8a8d\u8cfc\uff0c\u521d\u59cb\u6536\u76ca\u7387\u70ba 7.5%\u3002\u65b0\u7684\u4f4f\u5b85\u964d\u6eab\u63aa\u65bd\u4e0d\u5927\u53ef\u80fd\u5c0d\u8a72\u884c\u696d\u9020\u6210\u91cd\u5927\u5f71\u97ff\u3002.<\/li>\n<\/ul>","protected":false},"featured_media":0,"template":"","meta":{"_acf_changed":true},"kh_category":[16,13],"class_list":["post-35256","knowledge-hub","type-knowledge-hub","status-publish","hentry","kh_category-market-outlook","kh_category-reits-center"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - 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Lower borrowing costs&nbsp;in&nbsp;Asia ex-Japan enable earnings upgrades and accretive acquisitions, while a weak USD, low growth, and falling rates continue to support positioning&nbsp;in&nbsp;the sector.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.aprea.asia\/zh_hk\/knowledge-hub\/asian-market-outlook-july-2025-bi-capital\/\" \/>\n<meta property=\"og:site_name\" content=\"Asia Pacific Real Assets Association\" \/>\n<meta property=\"article:modified_time\" content=\"2025-08-12T04:30:38+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"\u9810\u8a08\u95b1\u8b80\u6642\u9593\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 \u5206\u9418\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.aprea.asia\/knowledge-hub\/asian-market-outlook-july-2025-bi-capital\/\",\"url\":\"https:\/\/www.aprea.asia\/knowledge-hub\/asian-market-outlook-july-2025-bi-capital\/\",\"name\":\"Asian Market Outlook - July 2025 (B&amp;I Capital) - Asia Pacific Real Assets Association\",\"isPartOf\":{\"@id\":\"https:\/\/www.aprea.asia\/#website\"},\"datePublished\":\"2025-07-11T09:53:37+00:00\",\"dateModified\":\"2025-08-12T04:30:38+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/www.aprea.asia\/knowledge-hub\/asian-market-outlook-july-2025-bi-capital\/#breadcrumb\"},\"inLanguage\":\"zh-HK\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.aprea.asia\/knowledge-hub\/asian-market-outlook-july-2025-bi-capital\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.aprea.asia\/knowledge-hub\/asian-market-outlook-july-2025-bi-capital\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.aprea.asia\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Knowledge Hub\",\"item\":\"https:\/\/www.aprea.asia\/knowledge-hub\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Asian Market Outlook &#8211; July 2025 (B&amp;I Capital)\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.aprea.asia\/#website\",\"url\":\"https:\/\/www.aprea.asia\/\",\"name\":\"Asia Pacific Real Assets Association\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.aprea.asia\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"zh-HK\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Asian Market Outlook - July 2025 (B&amp;I Capital) - Asia Pacific Real Assets Association","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.aprea.asia\/zh_hk\/knowledge-hub\/asian-market-outlook-july-2025-bi-capital\/","og_locale":"zh_HK","og_type":"article","og_title":"Asian Market Outlook - July 2025 (B&amp;I Capital) - Asia Pacific Real Assets Association","og_description":"Overview:&nbsp;Asian real estate securities are up 17.53% YTD&nbsp;in&nbsp;USD, supported by recovering REITs\/Developers, positive FX, and falling rates reigniting investor interest. 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