首程控股(0697.HK)戰略投資首批智算REITs,鞏固基礎設施資產服務領先地位
首程控股近日以戰略投資者身份重磅參與首批兩隻數據中心公募REITs——南方萬國數據中心REIT與南方潤澤科技REIT的核心份額投資,實現其REITs版圖在數據中心關鍵新興資產類別的全覆蓋。此舉標誌着公司在深度參與中國REITs體系建設、踐行“產業驅動+資本協同”雙輪戰略方面取得又一重要突破。數據中心作為支撐大模型訓練、AI計算及實時數據處理的核心算力基礎設施,是數字經濟不可或缺的高價值節點,具備可預期收益和長期成長性。首程控股憑藉對新興產業的敏鋭洞察力,精準把握數字經濟發展浪潮下數據中心資產的戰略機遇,其2024年底發佈的《數據中心行業投資與價值洞察》研報已係統論證了該行業的趨勢與價值,為此次投資奠定了堅實的研判基礎。當前,首程控股已發展為國內REITs領域最大的產業投資人之一,管理規模超300億元,其佈局廣泛覆蓋倉儲物流、綠色能源、地產及科技等多類型資產。2025年4月設立的百億平準基金,進一步強化了“戰略配售+產業協同”模式,明確將數據中心納入重點投資版圖。同時,旗下城發基金亦依託集團資源在新基建領域持續發力,此次投資正是其產業敏感度與戰略佈局能力的最新體現。首程控股不僅作為資本提供者,更致力於成為基礎設施價值的“重構者”。通過深度產業認知與全鏈條運營能力,公司持續拓寬REITs覆蓋範圍,以多元化投資組合把握不同行業發展機遇,分散風險並實現資產增值。未來,首程控股將繼續秉持專業與創新理念,深耕REITs領域,為中國REITs市場的健康發展貢獻重要力量。
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