来源：Gangtise投研

　　招商局商业房托（01503.HK）2024年全年业绩线上发布会：招商局商业房托基金主席于志良在2024年业绩发布会上表示，尽管中国经济面临挑战，但在政府政策引导下，经济稳中有进，全年增长5%，符合预期。房地产行业在517、926等政策支持下，下半年止跌回稳。两会及中央经济工作会明确适度宽松货币政策和积极财政政策，为经济及房地产注入动力。公司将继续部署REITs试点，涵盖产业园区、租赁住房等赛道，同时探索消费类基础设施。香港1503作为多元资产REITs，可投资香港市场，未来估值合理即可竞价获取。于志良欢迎投资者进行反向路演调研，保持沟通联系。

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责任编辑：王若云

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