【中信证券:产业园区REITs量价下行持续,以服务求集聚】中信证券研报表示,整体来看,产业园区行业仍处于供给过大的阶段,且短期内需求相对疲弱,难以消化新增供给。园区普遍采用以价换量的方式维持出租率,但整体作用有限,供给过大的局面影响仍大。办公楼的租赁需求复苏是后周期的,因此我们认为短期内需求难以修复。新兴产业集聚基础好,产业服务相对专业的厂房型园区需求更为扎实。总体来看,园区REITs的风险仍然不小。

金融界
12 Jun
中信证券研报表示,整体来看,产业园区行业仍处于供给过大的阶段,且短期内需求相对疲弱,难以消化新增供给。园区普遍采用以价换量的方式维持出租率,但整体作用有限,供给过大的局面影响仍大。办公楼的租赁需求复苏是后周期的,因此我们认为短期内需求难以修复。新兴产业集聚基础好,产业服务相对专业的厂房型园区需求更为扎实。总体来看,园区REITs的风险仍然不小。

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