【国金证券】公募基础设施REITs周报-250329（13页）.pdf

1、公募基础设施REITs周报公募基础设施REITs周报2025/3/292二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180101.SZ博时蛇口产园REIT产业园区2021/6/212.3114.72%14.77%49.820.350.213.27%1.98%-0.09%1.39%15.75%508027.SH东吴苏园产业REIT产业园区2021/6/213.880.70%9.77%39.210.240.173.31%2.42%1.50%-0.16%12.40%508000.S

2、H华安张江产业园REIT产业园区2021/6/212.995.89%12.28%35.440.090.161.36%2.32%1.32%-0.27%17.61%508099.SH建信中关村REIT产业园区2021/12/173.2030.00%-23.90%37.290.080.091.16%1.27%1.31%0.87%6.02%180102.SZ华夏合肥高新REIT产业园区2022/10/102.1930.00%15.47%28.560.170.123.32%2.22%0.81%2.68%17.73%508021.SH国泰君安临港创新产业园REIT产业园区2022/10/134.1230.

3、00%19.27%20.820.120.157.42%9.56%3.89%-0.13%8.02%508088.SH国泰君安东久新经济REIT产业园区2022/10/143.0427.15%36.63%27.930.250.196.29%4.69%2.69%0.99%14.76%180103.SZ华夏和达高科REIT产业园区2022/12/272.818.94%-3.95%17.540.080.073.10%2.78%0.08%1.40%3.13%508019.SH中金湖北科投光谷REIT产业园区2023/6/302.63-6.29%5.59%14.660.140.153.43%3.70%0.4

4、3%-0.39%7.59%508022.SH博时津开产园REIT产业园区2024/9/192.400.46%28.40%1.510.110.057.27%3.05%-0.19%1.82%17.30%?180105.SZ易方达广开产园REIT产业园区2024/9/232.570.04%-0.12%2.280.060.064.44%4.27%0.27%0.35%8.71%508003.SH中金联东科创REIT产业园区2024/11/53.230.46%15.40%0.960.040.062.81%4.48%2.81%1.65%13.33%508097.SH华泰南京建邺REIT产业园区2024/12

5、/32.561.53%36.46%0.420.030.044.12%4.94%4.21%5.22%26.01%508010.SH中金重庆两江REIT产业园区2024/12/112.550.04%27.37%0.940.030.023.25%2.64%2.95%0.67%20.30%180106.SZ广发成都高投产业园REIT产业园区2024/12/193.138.77%32.42%0.870.030.042.94%3.64%0.83%2.50%19.15%508012.SH招商科创REIT产业园区2024/12/313.200.72%1.69%0.540.050.035.65%3.82%0.3

6、1%-0.73%0.96%508092.SH华夏金隅智造工场REIT产业园区2025/2/262.8430.01%50.65%0.730.040.073.84%7.33%5.79%1.33%-180301.SZ红土创新盐田港REIT仓储物流2021/6/212.302.91%12.38%38.380.240.193.42%2.65%0.04%2.90%11.79%508056.SH中金普洛斯REIT仓储物流2021/6/213.892.11%10.52%49.250.220.721.43%4.69%0.05%1.67%11.72%508098.SH嘉实京东仓储基础设施REIT仓储物流2023/