【国金证券】公募基础设施REITs周报-250405（13页）.pdf

1、公募基础设施REITs周报公募基础设施REITs周报2025/4/52二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REITsREIT5.51%REIT3.93%REIT3.79%REITREITREIT0.660.360.26REITREITREIT44.22%9.32%8.04%180101.SZ博时蛇口产园REIT产业园区2021/6/212.3114.72%13.35%50.060.240.352.26%3.27%-1.24%-0.09%14.31%508027.SH东

2、吴苏园产业REIT产业园区2021/6/213.880.70%12.99%39.420.210.242.92%3.31%2.93%1.50%15.70%508000.SH华安张江产业园REIT产业园区2021/6/212.995.89%11.83%35.580.140.092.01%1.36%-0.40%1.32%17.14%508099.SH建信中关村REIT产业园区2021/12/173.2030.00%-25.44%37.480.190.082.65%1.16%-2.02%1.31%3.88%180102.SZ华夏合肥高新REIT产业园区2022/10/102.1930.00%15.83

3、%28.660.090.171.80%3.32%0.31%0.81%18.10%508021.SH国泰君安临港创新产业园REIT产业园区2022/10/134.1230.00%21.84%20.890.070.124.40%7.42%2.15%3.89%10.35%508088.SH国泰君安东久新经济REIT产业园区2022/10/143.0427.15%41.62%28.110.190.254.66%6.29%3.65%2.69%18.95%180103.SZ华夏和达高科REIT产业园区2022/12/272.818.94%-1.62%17.610.070.082.76%3.10%2.43%

4、0.08%5.64%508019.SH中金湖北科投光谷REIT产业园区2023/6/302.63-6.29%3.79%14.830.160.144.15%3.43%-1.71%0.43%5.76%508022.SH博时津开产园REIT产业园区2024/9/192.400.46%33.44%1.550.040.112.61%7.27%3.93%-0.19%21.90%?180105.SZ易方达广开产园REIT产业园区2024/9/232.570.04%-0.58%2.310.030.062.21%4.44%-0.47%0.27%8.21%508003.SH中金联东科创REIT产业园区2024/1

5、1/53.230.46%19.36%0.980.020.041.72%2.81%3.43%2.81%17.22%508097.SH华泰南京建邺REIT产业园区2024/12/32.561.53%33.69%0.460.030.034.45%4.12%-2.04%4.21%23.45%508010.SH中金重庆两江REIT产业园区2024/12/112.550.04%29.65%0.960.020.032.85%3.25%1.79%2.95%22.44%180106.SZ广发成都高投产业园REIT产业园区2024/12/193.138.77%31.52%0.890.030.032.22%2.94

6、%-0.68%0.83%18.34%508012.SH招商科创REIT产业园区2024/12/313.200.72%0.72%0.580.040.054.91%5.65%-0.95%0.31%0.00%508092.SH华夏金隅智造工场REIT产业园区2025/2/262.8430.01%48.61%0.770.040.043.73%3.84%-1.36%5.79%-180301.SZ红土创新盐田港REIT仓储物流2021/6/212.302.91%10.84%38.740.360.245.04%3.42%-1.37%0.04%10.27%508056.SH中金普洛斯REIT仓储物流2021/