The public offer REITs announced the latest second quarterly report, and the overall profit level is better

As of July 21, 2022, 12 of the 13 public offering REITs products that have been listed on the market have disclosed the second quarterly report of this year. Generally speaking, the highway infrastructure REITs operate well during the reporting period, and the traffic is resumed; the tenants (customers) of the industrial parks and warehousing and logistics infrastructure REITs have basically remained stable.

Specifically, during the reporting period, multiple REITS underlying projects have better profitability. For example, the Boshiko Snapura Park REIT, Ping An Guangzhou Guanghe REIT, Huaxia Yuexiu High Speed ​​REIT, Red Clason Yantian Port REIT, AVIC Shougang Ru Energy Reit, Wajima Pioneer Reit, Huaxia China Communications Reit, China Gold Proset Reit, Caixin Zhongguancun REIT In the second quarter, net profit was 15.397 million yuan, 21.8527 million yuan, 11.845 million yuan, 10.772 million yuan, 20.4518 million yuan, 10.47 million yuan, 33.164 million yuan, 5.596 million yuan, and 24.864 million yuan.

It is worth mentioning that the net profit of the CCB Zhongguancun REIT project in the second quarter achieved a month -on -month increase of 22.6%. In addition, CCB Zhongguancun Industrial Park REIT implemented a dividend during the reporting period, allocating a total of 44.1 million yuan, accounting for about 97%of the available distribution amount, and each 10 public offer REITS shares issued a dividend of 0.49 yuan. In addition, there are the first dividend of Huaxia Yuexiu High Speed ​​Reit in 2022, which is available for 44.828 million yuan.

In terms of industrial park REITs, three products will perform a certain amount of rent and exemption of eligible tenants, with a cumulative reduction and exemption of nearly 130 million yuan. Among them, the REIT of Boshimura Park is expected to reduce the rent and exemption of 22.7266 million yuan. Soochow Su Garden REIT is expected to reduce the rent and exemption of about 81.471 million yuan.

Related fund managers said that looking forward to the future, public funds continue to be optimistic about infrastructure REITs projects. From the middle and long term, the traffic of highway vehicles is expected to recover and achieve growth; the development of the industrial park industry has shifted from incremental to the activation of stock activation.

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