2025年7月21日,华泰宝湾物流REIT发布二季度报告。报告期内收入与净利润可观,可供分配金额明确。其持有3个仓储物流资产,整体出租率较高,但天津、嘉兴市场受供应、政策等影响,出现空置率上升、租金下降情况。期末总资产微降0.77%,总负债略升0.51%。经营现金流稳定,投资组合以货币资金为主、份额稳定。不过,该基金面临市场、政策和租户集中等风险。
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