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证券公司私募资管计划最终投向房地产的规模及同比变动
证券公司私募资管计划最终投向房地产的规模及同比变动
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所属报告:
金融行业专题研究:以全局视角看地产链对金融的影响-220727(31页).pdf
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产业链
2026-06-26
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2010年以来房地产产业链PB(LF)估值水平(倍)
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产业链
2026-06-26
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图24、房地产规模占比提升2.82pct至32.4%
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市场规模
2026-06-25
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股票在美国居民资产中占比与房地产接近
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行业数据
2026-06-23
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韩国奢侈品消费规模和房地产、股市资产价格上涨呈正相关
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市场规模
2026-06-18
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近几年我国房地产销售额及占GDP比重
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行业数据
2026-06-12
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图表72017年后房地产行业资产负债率与行业估值
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行业数据
2026-06-09
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基金子公司+券商资管投向房地产的资金规模已实现快速压降,目前余量较小。基金子公司和券商资管的私募资管产品曾被较广泛的作为投资房地产的通道,伴随监管去通道化持续压降规模。根据基金业协会统计,2020 年末证券公司私募资管计划投向房地产规模 2281亿元,同比-51%,自 2018 年以来连续第三年快速压降。2020 年末基金子公司私募资管计划投向房地产 1743 亿元,同比-23%,自 2017 年以来连续第四年快速下降。并且,2021年是资管新规过渡期的最后一年,大部分券商已基本完成剩余存量的压降;基金业协会也于 2021 年叫停基金子公司备案房地产供应链类产品,通过存量压降+增量限制,整体余额较小。
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金融行业专题研究:以全局视角看地产链对金融的影响-220727(31页).pdf
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