金吾财讯 | 华泰证券表示,2026年以来,广州(5月)、上海(7月31日)相继出台工商业用地续期新政,标志着非居住用地续期正从原则性法律条款走向系统化、可执行的常态化制度安排。该机构认为,此轮政策的核心价值在于把此前长期悬而未决的"续期期权"显性化、可计价化,其对存量商业不动产估值修复、尤其是对公募REITs资产端的边际影响,是本轮政策最值得关注的看点。
金吾财讯 | 华泰证券表示,2026年以来,广州(5月)、上海(7月31日)相继出台工商业用地续期新政,标志着非居住用地续期正从原则性法律条款走向系统化、可执行的常态化制度安排。该机构认为,此轮政策的核心价值在于把此前长期悬而未决的"续期期权"显性化、可计价化,其对存量商业不动产估值修复、尤其是对公募REITs资产端的边际影响,是本轮政策最值得关注的看点。
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