The first batch of public offerings REITs will welcome the ban on the pilot agency that they will "make a good market plan"

Wen | Chang Xueyu

On the evening of June 14, 9 fund companies including Hua'an Fund, Soochow Fund, and AVIC Fund centralized the announcement of the public offering REITS fund share to terminate the sales restrictions. The day ushered in a lifting of the ban, accounting for 32%of the total scale of 9 public offering REITs. In an interview with some participating REITs pilot agencies, they said that they had done a good job of investing in education and related response measures. At the same time, Dong Zhongyun, chief economist of AVIC Securities, told a reporter from the Securities Daily, "Although the first batch of public offer REITs restricted shares can be lifted more than doubled, overall There are 12, such high -quality assets are still scarce. The reporter of the Securities Daily sorted out the announcement that the first batch of public offer REITs restricted shares lifted the ban, Hua'an Zhangjiang Guang Big REIT, CICC Reit, Hongtu Yantian Port REIT, etc. The proportion of share increased to 80%, and the share of the REIT share of Boshiko Park increased to 68%. , Ping An Guangzhou Guanghe REIT and other circulation share accounted for 49%, and the share of Zhejiang Shang and Shanghai -Hangzhou -Hangzhou -Hangzhou Reit accounted for 41.05%. , Issues such as small supply scale and limited amount of circulation will be alleviated, which will be conducive to improving the transaction activity and liquidity of public recruitment REITs. CICC Fund said that the increase in public funds for REITs has increased significantly, which is conducive to market liquidity. At the same time, the growth of the market value of circulation and the average daily transaction amount is correlated, which is conducive to the stable performance of prices. In addition, investors with large -scale investment and long -term holding strategies have further increased. In addition, as of June 15, June 15 On the day, some public offer REITs products have a high premium rate. Data show that the premium rate of AVIC Shougang Green Energy REIT, the first water -pioneered waterman REIT, and Red Earth Yantian Port reached 43.98%, 40.99%, and 35.09%. On the one hand, due to the low supply of public REITs products, unbalanced supply and demand, and scarcity; on the other hand, because the relevant underlying assets have good income and stable dividends, it also reflects the high market value of high -quality assets with a stable dividend rate. "It is worth mentioning that the reporter of the Securities Daily learned from the participation of the public offer REITs pilot agency that the first batch of public offer REITs restricted share is about to be lifted, the regulatory has conducted window guidance on each institution. Has been done well and related response measures. "The company has held the holding and selling willingness of strategic investors (the shares of the fund held on June 21 to meet the sales limited conditions) REITs's underlying asset value intends to hold fund shares for a long time; only individual institutional investors need to make a profit due to some reasons. "An insidator of a public fund company in East China told the Securities Daily reporter. At the same time, in order to prevent individual investors from selling the ban on the ban on this limited -selling share, the company produced a video of investment education by inviting fund managers and relevant persons in charge of the project underlying assets of the project. Do a good job of investing in teaching articles and other methods to avoid significant fluctuations that may occur before and after lifting the ban. "The company has made preparations from three aspects and actively cope with various situations. "The relevant person in charge of the Real Estate Investment Department of a public fund in Beijing introduced to the reporter of the Securities Daily. First, the company fully communicated with strategic investors in advance and always learned about their investment dynamics; second, the company made a risk plan, and Such as assisting in the production of municipal merchants to produce a market plan; third, prepare for investor education work, and do a good job of investment guidance. Hua'an Fund said, "The company prepared some investor education articles. "" It is expected that the market downward risk brought by the liberation of this public offer REITS restriction shares is relatively limited, and the market heat may be warmed marginal after lifting the ban. "Zhang Yu, chief analyst and managing director of the Real Estate and Property Management Industry of Zhongjin Company, Zhang Yu, in an interview with the" Securities Daily "reporter, believes that in terms of short -term dimension, the market will further weigh the valuation pricing and the short -term due to epidemic disturbances. The pressure of operating performance, but the overall acceleration of the allocation of institutional investors may be ushered in. Dong Zhongyun believes that since this year, the public offering REITs has seen many favorable policies. It is proposed to promote the healthy development of infrastructure public offering REITs, and the expansion of the public offering REITs will also officially land on May 31. It is expected that high -quality assets with good future benefits and great growth potential will continue to be favored by the market.

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