According to the CITIC Securities Research Report, in the second quarter of 2026, the performance of various types of public REITs assets continued to diverge. Overall, sectors such as consumer infrastructure and guaranteed housing on the To C side performed well. Data center REITs and most utility REITs maintained steady operation, industrial park REITs and warehousing and logistics REITs still faced pressure on both sides of volume and price, while highway REITs and energy REITs showed clear differentiation. Currently, the 4 index funds may be in the process of opening positions, which are expected to provide financial support to the market. Coupled with the slowdown in the pace of new developments in the primary market, the market supply and demand pattern has begun to improve marginally. It is recommended to repeatedly play on the steady operation of assets, expand opportunities to surpass losses with strong expectations, and focus on the pace of index fund opening and adjustment positions or catalyzing the market at the same time.

According to the CITIC Securities Research Report, in the second quarter of 2026, the performance of various types of public REITs assets continued to diverge. Overall, sectors such as consumer infrastructure and guaranteed housing on the To C side performed well. Data center REITs and most utility REITs maintained steady operation, industrial park REITs and warehousing and logistics REITs still faced pressure on both sides of volume and price, while highway REITs and energy REITs showed clear differentiation. Currently, the 4 index funds may be in the process of opening positions, which are expected to provide financial support to the market. Coupled with the slowdown in the pace of new developments in the primary market, the market supply and demand pattern has begun to improve marginally. It is recommended to repeatedly play on the steady operation of assets, expand opportunities to surpass losses with strong expectations, and focus on the pace of index fund opening and adjustment positions or catalyzing the market at the same time.