國常會提以REITs進一步盤活存量資產,首程控股(0697.HK)萬億市場彰顯領先優勢
格隆匯5月12日丨5月11日召開的國常會中再次傳來支持REITS發展的政策最強音,會議指出,要按市場化法治化原則,通過發行不動產投資信託基金(REITs)等方式,盤活基礎設施等存量資產,以拓寬社會投資渠道和擴大有效投資、降低政府債務風險。指導地方拿出有吸引力項目示範,對參與投資的各類市場主體一視同仁。今年以來,各地各部門均有相關支持REITs發展的表態或新政推出,隨着此次政策層面進一步為REITS市場發展注入一針強心劑,也將引發市場對相關概念股關注度的升温。其中首程控股(0697.HK)作為致力於打造獨一無二的RETTs全產業鏈發展模式的港股上市公司,有望成為政策層面持續的受益者。作為此前已上市7只REITs的長期戰略投資者,首程控股過去一年在REITs投資上取得了良好的回報。值得一提的是,今年4月,2022年首單公募REITs、首單央企高速公路REITs——華夏中國交建REIT成功獲批上市交易,首程控股亦積極參與認購,繼續加碼佈局及擴大戰果。公司順應REITs政策風口,在萬億級規模的市場中,正迎來全新的時代機遇。
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