房地产公司突然大涨，原因可能是它_老虎社区_美港股上老虎

房地产公司突然大涨，原因可能是它

华尔街见闻2021-07-01

7月1日午后，房地产股异动拉升，嘉凯城涨停，龙头万科A一度大涨超6%，新城控股、招商蛇口等纷纷跟涨。分析认为，除了市场一直所说的“超跌”“低估”“破净”等老生常谈话题外，业绩和Reits可能是板块新的催化。消息面上，招商蛇口昨日发布业绩预告，预计上半年盈利37亿元-47亿元，同比增长305.04%-414.51%。原因之一是，以公司万融大厦、万海大厦两处产业园物业作为底层资产的蛇口产园...

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TabFnlk
·2021-07-01
膨胀的开始
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- 缠绕的紫藤:
  钱都给房地产开发商赚了
  2021-07-01
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- TabFnlk:
  再想想，还有谁也赚了的？
  2021-07-02
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Jasonooi
·2021-07-01
🙏🙏🙏
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- Fengjie:
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  2021-07-01
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estate companies suddenly rose sharply, and the reason may be that it","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/ca04bb0bd0aed2a022f59d69ae52f704","symbols_score_info":{"000002":0.9},"content_text":"7月1日午后，房地产股异动拉升，嘉凯城涨停，龙头万科A一度大涨超6%，新城控股、招商蛇口等纷纷跟涨。\n\n分析认为，除了市场一直所说的“超跌”“低估”“破净”等老生常谈话题外，业绩和Reits可能是板块新的催化。\n消息面上，招商蛇口昨日发布业绩预告，预计上半年盈利37亿元-47亿元，同比增长305.04%-414.51%。原因之一是，以公司万融大厦、万海大厦两处产业园物业作为底层资产的蛇口产园REIT作为首批基础设施公募REITs之一成功上市，贡献净利润约14亿元。\n国泰君安表示，基础设施REITs的上市，短期一定程度上可帮助房地产企业盘活自持物业，兑现增值收益，做大所有者权益规模，中长期可提高产业园区的周转速度，提升IRR，并有望快速提升规模。\n本次招商蛇口业绩增长的落地，或一定程度上加大了市场对于“公募REITs上市盘活房企不动产资产”的想象，导致了地产股的上涨。\n此前首批9支公募REITs正式上市交易\n6月21日，首批9支公募REITs正式上市交易，其中深交所首批4只基础设施公募REITs分别为首钢绿能、蛇口产园、广州广河和盐港REIT，底层基础设施项目位于京津冀和粤港澳两大一体化发展重点区域，覆盖垃圾处理及生物质发电、产业园区、收费公路和仓储物流等四大主流基础设施领域。\nREITs行情方面，与A股个股普跌不同，7月1日，REITs标的今日普涨。\n\n为什么REITs上市利好房企？\nREITs，英文全称Real Estate Investment Trusts，即不动产投资信托基金，和一般基金相比就是把底层资产从股票换成了不动产（房地产、高速公路、产业园区等基础设施）。\n一方面，不动产的流动性较低，有时候往往无法满足不动产持有人的资金需求。\n另一方面，不动产的投资门槛又比较高，想要投资的中小投资者又无法有效参与。\n怎么解决这种需求呢？REITs就是为此而诞生的金融产品。\n\n对于中小投资者而言，既然几百万、上千万的不动产房子买不起，那我们通过将大家的钱募集起来，然后以基金的形式去买，这样不就能够投资了吗？\n这就好像，股市市场上很多小散买不起一手21w的茅台，但是通过基金的形式，大家也能够把茅台作为自己资产配置的一部分了。\nREITs上市的好处还在于，对于不动产持有人（包括房企）来说，手中的不动产被盘活了，原来的不动产，在急需资金周转的时候，并不是想卖就能卖；但现在这种问题解决了，急需用钱的时候，有市场、有途径可以将不动产变现。\n总体上来说，REITs产品的推出，对企业来说可以有效盘活存量资产、拓展权益融资渠道，改善资产负债表，此次招商蛇口业绩增长的落地就是最好的证明。\nREITs未来空间\n此前提到，目前我国发行的9只公募REITs只涉及到产业园区、仓储物流、高速公路以及垃圾处理和污水治理等行业；根据此前证监会发布数据，我国共有64只REITs产品报备，整体规模超1300亿元。\n结合海外的数据，截止至2020年底，美国REITs发行规模达1.25万亿美元，共有223支产品，占全球市场的6成以上；目前亚洲活跃REITs共有178只，总市值达2924亿美元，其市场规模仅占美国的30%。\n德邦证券认为，考虑到我国基建项目丰富，盘活存量与支持新基建的背景下，预计我国REITs将有巨大的发展空间，参考首批发行情况，假如每年发行800到1200亿元，我国REITs有望实现在未来十年破万亿。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":158185547,"gmtCreate":1625137276089,"gmtModify":1625137276089,"author":{"id":"3544606489804355","authorId":"3544606489804355","name":"TabFnlk","avatar":"https://static.tigerbbs.com/85ffd07624617a0ec8c253836967ae8b","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3544606489804355","authorIdStr":"3544606489804355"},"htmlText":"膨胀的开始","listText":"膨胀的开始","text":"膨胀的开始","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/158185547","repostId":1145918550,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5091710,"gmtCreate":1625140821003,"gmtModify":1635239724847,"authorId":3583042781608308,"author":{"id":3583042781608308,"idStr":"3583042781608308","authorId":3583042781608308,"name":"缠绕的紫藤","avatar":"https://static.tigerbbs.com/559ca2757178d60973dba0527a56b515","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":158185547,"type":1,"supId":0,"prevId":0,"content":"钱都给房地产开发商赚了","text":"钱都给房地产开发商赚了","html":"钱都给房地产开发商赚了"},{"id":5095405,"gmtCreate":1625175088751,"gmtModify":1625175088751,"authorId":3544606489804355,"author":{"id":3544606489804355,"idStr":"3544606489804355","authorId":3544606489804355,"name":"TabFnlk","avatar":"https://static.tigerbbs.com/85ffd07624617a0ec8c253836967ae8b","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":158185547,"type":1,"supId":5091710,"prevId":0,"content":"再想想，还有谁也赚了的？","text":"再想想，还有谁也赚了的？","html":"再想想，还有谁也赚了的？"}],"langContent":"CN"},{"id":158310374,"gmtCreate":1625128765898,"gmtModify":1633944484543,"author":{"id":"3578363721876728","authorId":"3578363721876728","name":"Jasonooi","avatar":"https://static.tigerbbs.com/91f179c700dfff549d79a406c6c6f8f6","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3578363721876728","authorIdStr":"3578363721876728"},"htmlText":"🙏🙏🙏","listText":"🙏🙏🙏","text":"🙏🙏🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/158310374","repostId":1145918550,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5090655,"gmtCreate":1625131669400,"gmtModify":1635239798392,"authorId":3564909256585570,"author":{"id":3564909256585570,"idStr":"3564909256585570","authorId":3564909256585570,"name":"Fengjie","avatar":"https://static.tigerbbs.com/45987ca4f2ac62a210c20544200c49f9","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":158310374,"type":1,"supId":0,"prevId":0,"content":"赞","text":"赞","html":"赞"}],"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":10,"commentSize":2,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}