2023年7.31-8.13REITs市场双周报：REITs市场修复放缓，二季报公布板块延续分化

   1 WIND 2022-07-04 2022-07-14 2022-07-26 2022-08-05 2022-08-17 2022-08-29 2022-09-08 2022-09-21 2022-10-10 2022-10-20 2022-11-01 2022-11-11 2022-11-23 2022-12-05 2022-12-15 2022-12-27 2023-01-09 2023-01-19 2023-02-07 2023-02-17 2023-03-01 2023-03-13 2023-03-23 2023-04-04 2023-04-17 2023-04-27 2023-05-12 2023-05-24 2023-06-05 2023-06-15 2023-06-29 2023-07-11 2023-07-21 2023-08-02 10.00% 5.00% 0.00% -5.00% -10.00% -15.00% -20.00% -25.00% -30.00% 上证指数 中证REITs(收盘) 深证成指 创业板指 科创50 WIND WIND 5.00% 4.50% 4.50%4.00%3.50%3.00% 2.80% 2.50%2.00% 1.73% 1.50% 1.19% 0.89%0.94% 1.00%0.50%0.00% 保租房环保高速公路 产业园区 仓储物流能源 WIND WIND 550.00 450.00 350.00 250.00 150.00 50.00 -50.00 WIND 14.0 13.3 12.0 10.0 8.0 11.3 9.1 6.1 6.9 6.0 4.0 2.0 0.0 5.15.1 5.2 4.03.6 3.02.3 2023.7.31-2023.8.13 2023.7.17-2023.7.28 WIND 4.0 3.7 3.5 3.0 3.02.5 2.1 2.0 1.8 1.51.0 1.11.0 0.60.6 1.2 0.9 0.60.4 0.50.0 2023.7.31-2023.8.13 2023.7.17-2023.7.28 WIND 0.65000.55000.45000.35000.25000.15000.0500 -0.0500 园区基础设施 能源基础设施 仓储物流 保障性租赁住房 生态环保 交通基础设施 WIND 3.00 2.65 2.50 2.25 2.00 1.70 1.50 1.37 1.14 1.28 1.11 1.29 1.000.50 0.530.49 0.60 0.46 0.00 2023.7.31-2023.8.13 2023.7.17-2023.7.28 WIND 2.44 2.44 7.32 2.73 0.89 5.85 9.40 2.24 2.24 0.81 2.12 1.05 6.20 36.41 2.73 2.73 -2.88 3.01 0.91 6.26 9.40 9.63 9.63 -20.46 14.66 0.66 7.80 13.36 7.21 7.21 3.89 8.13 0.89 9.46 13.34 2.79 2.79 20.32 2.55 1.10 5.33 10.40 6.69 6.69 3.22 5.66 1.18 7.51 14.40 2.69 2.69 6.99 2.53 1.06 5.79 64.92 14.05 14.05 24.85 11.21 1.25 10.26 18.40 3.36 3.36 21.50 3.43 0.98 4.92 10.40 8.11 8.11 9.05 8.30 0.98 7.26 8.38 4.00 4.00 16.89 3.38 1.18 8.03 24.15 8.70 8.70 -9.10 9.76 0.89 8.16 11.33 8.93 8.93 -17.50 11.32 0.79 7.52 14.89 6.15 6.15 -33.69 10.80 0.57 7.85 23.06 2.59 2.59 -1.30 2.59 1.00 6.04 10.40 5.27 5.27 26.11 3.91 1.35 7.68 9.40 4.16 4.16 6.72 4.39 0.95 5.38 8.39 10.04 10.04 2.46 9.41 1.07 8.16 19.90 4.37 4.37 17.13 4.23 1.03 6.85 10.40 2.80 2.80 6.65 2.66 1.05 6.28 56.43 7.47 7.47 -2.21 7.40 1.01 7.23 9.43 2.79 2.79 9.92 2.51 1.11 5.78 60.30 2.63 2.63 8.61 2.47 1.06 5.89 65.36 3.76 3.76 22.50 2.94 1.28 7.90 9.40 10.77 10.77 10.13 8.63 1.25 10.32 18.65 3.97 3.97 12.86 3.31 1.20 7.84 9.40 2.88 2.88 -10.46 3.82 0.75 5.67 8.39 WIND      