【国金证券】公募基础设施REITs周报-250222（13页）.pdf

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1、公募基础设施REITs周报2025/2/222二级市场价量表现市场相关性统计3二级市场估值情况一级市场跟踪4数据来源：Wind，国金证券研究所REITs&REITsREITs5数据来源：Wind，国金证券研究所REITsREIT17.14%REIT7.95%REIT6.22%REITREITREIT0.610.520.43REITREITREIT37.05%12.85%12.71%180101.SZ博时蛇口产园REIT产业园区2021/6/212.3114.72%15.02%48.250.430.454.09%4.21%1.30%4.10%16.00%508027.SH东吴苏园产业REIT产业

2、园区2021/6/213.880.70%9.31%37.930.340.334.77%4.63%0.32%4.47%11.93%508000.SH华安张江产业园REIT产业园区2021/6/212.995.89%9.77%34.490.230.313.34%4.49%-2.62%2.70%14.99%508099.SH建信中关村REIT产业园区2021/12/173.2030.00%-22.61%36.710.260.513.72%7.25%1.65%2.38%7.82%180102.SZ华夏合肥高新REIT产业园区2022/10/102.1930.00%15.52%27.690.220.47

3、4.16%8.86%-0.40%-0.88%17.78%508021.SH国泰君安临港创新产业园REIT产业园区2022/10/134.1230.00%15.93%19.900.200.1912.71%11.69%2.27%-0.05%5.00%508088.SH国泰君安东久新经济REIT产业园区2022/10/143.0427.15%34.17%26.520.300.387.40%9.55%2.03%0.75%12.69%180103.SZ华夏和达高科REIT产业园区2022/12/272.818.94%-2.86%17.150.130.265.17%10.45%-0.72%3.24%4.3

4、0%508019.SH中金湖北科投光谷REIT产业园区2023/6/302.63-6.29%7.52%13.760.130.323.23%8.19%0.81%4.91%9.55%508022.SH博时津开产园REIT产业园区2024/9/192.400.46%28.65%1.180.070.134.49%8.69%0.16%3.01%17.52%?180105.SZ易方达广开产园REIT产业园区2024/9/232.570.04%-1.20%1.860.070.105.34%7.25%-0.39%1.19%7.53%508003.SH中金联东科创REIT产业园区2024/11/53.230.4

5、6%13.33%0.670.060.094.38%6.72%4.71%1.16%11.30%508097.SH华泰南京建邺REIT产业园区2024/12/32.561.53%32.82%0.260.040.045.22%6.18%-3.55%-1.70%22.65%508010.SH中金重庆两江REIT产业园区2024/12/112.550.04%31.49%0.710.070.098.94%10.77%6.11%5.44%24.19%180106.SZ广发成都高投产业园REIT产业园区2024/12/193.138.77%29.60%0.680.060.085.70%6.63%-1.58%2

6、.34%16.61%508012.SH招商科创REIT产业园区2024/12/313.200.72%4.84%0.340.070.128.65%14.96%-0.45%4.24%4.10%180301.SZ红土创新盐田港REIT仓储物流2021/6/212.302.91%12.87%37.200.340.464.76%6.45%0.97%3.62%12.29%508056.SH中金普洛斯REIT仓储物流2021/6/213.892.11%10.23%47.590.610.653.98%4.20%-0.88%4.49%11.42%508098.SH嘉实京东仓储基础设施REIT仓储物流2023/2