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房地产类资产证券化产品监测月报

2019-04-17     牛牛财经   来源:和讯名家
文章摘要:  2019.03.01-2019.03.31债市   新发债――本期新发行房地产类资产证券化产品10只,产品总额128.88亿元。其中,发行购房尾款资产证券化产品1只,产品总额10.00亿元;发行CMBS/CMBN产品5只,产品总额59.34亿元;发行类REITs产品3只,产品总额42.54亿元;….

  2019.03.01-2019.03.31债zhaishi

  新xinfazhai――本benqixinfaxingfangdichanleizichanzhengquanhuachanpin10只zhi,产chanpinzonge128.88亿yiyuan。其qizhong,发faxinggoufangweikuanzichanzhengquanhuachanpin1只zhi,产chanpinzonge10.00亿yiyuan;发faxingCMBS/CMBN产chanpin5只zhi,产chanpinzonge59.34亿yiyuan;发faxingleiREITs产chanpin3只zhi,产chanpinzonge42.54亿yiyuan;发faxingbaozhangfangchanpin1只zhi,产chanpinzonge17.00亿yiyuan

  行xingye

  类leiREITs产chanpinbuduanfengfu,公gongmuREITs基jichurijianhangshi

  【点dianping】我woguoshichangmuqianchuzaicongleiREITs走zouxianggongmuREITs的deguanjianjiedian,未weilaikenengchuxianyigongmujijinweizaitidegongmuREITs,与yuyizichanzhengquanhuaweizaitidebiaozhunhuafeigongkaiREITs并bingcundejumian。类leiREITs产chanpinguimotisheng,机jigoutouzizheduiyuhexinchengshidebudongchanriyiguanzhu,REITs市shichangdedicengzichanyuefachengshu。此ciwai,类leiREITs设shejijingyanyuchangshiweigongmuREITs积jileijiaoyijiegouyushangyejingyan,有youzhuyuwoguojinzaotuichugongmuREITs产chanpin

  房fangqirongzichaojixushengwen,日rijunchaobai亿yi,成chengbendizhi“白baicaijia

  【点dianping】近jinqifangqizaiduxianqifazhairechao,需xuyaozhuyideshi,房fangqibuduanjiadarongzilidudebeihou,是shijiangyaodaolaidechangzhaigaofeng。事shishishang,近jinlianggeyuedefangqimijirongzibingbunengrenweishidichanrongzihuanjingdezhengtifangsong,因yinweicongyongtulaikan,近jinqifangqifaxingdezhaiquanduoshuyongyuchanghuanjiuzhai。随suizhuoshichangxiaxingqidedaolai,大dabufenfangqidujiangmianlinlirunsuoshuideyali,加jiazhizhaiwuyalijianglin,房fangqiduidichengbenzijindexuqiushifenpoqie

  热redian

  海hainanshengfaxingquanguoshoudanshengjirencaizulinzhufangREITs产chanpin

  【点dianping】海hainan(楼loupan)首shoudanREITs产chanpindefaxing,盘panhuoliaoshengneicunliangzichan,打datongliaobudongchanshougoujijinzaizibenshichangzhengquanhuade退tuichutongdao,形xingchengjinronghebudongchanzichandeliangxingxunhuan。同tongshidui“构goujianhainanshengfangdichanjiankangfazhanchangxiaojizhi,服fuwubaiwanrencaijinhainanxingdongjihua”起qidaoliaotuidongzuoyong

  天tianjinshifaxingbeifangdiqushoudanbaozhangfangABS产chanpin

  【点dianping】天tianjin(楼loupan)东dongliqushoudanbaozhangfangABS产chanpindechenggongfaxingjuyouzhongyaodeyiyi:一yifangmianyouliyupanhuogongsicunliangzichan,防fangfanhuajiezhaiwufengxian;另lingyifangmianbiaozhizhuochengshijiangzichanzhengquanhuazuoweijinronggaigechuangxindeyigetupokouyiqudechubuchengxiao

  一yi、本benqixingye债券市场qingkuang

  (一yi)新xinfazhaiquantongji

  本benqixinfaxingfangdichanleizichanzhengquanhuachanpin10只zhi,产chanpinzonge128.88亿yiyuan

  目muqianfangdichanleizichanzhengquanhuachanpinzaiABS市shichangzhongbingwugongren、严yangededingyi,本benbaogaosuozhidefangdichanleizichanzhengquanhuachanpinshiyifeijinrongqiyezuoweifaxingren、底dicengjichuzichanshejifangdichanyewushourudezichanzhengquanhuachanpin。在zaicidingyixia,本benbaogaozhongdianguanzhuwuzhongjichuzichanleixing:物wuyefei、物wuyezujin、购goufangweikuan、CMBS/CMBN和heleiREITs。

  本benqixinfaxingfangdichanleizichanzhengquanhuachanpin10只zhi,产chanpinzonge128.88亿yiyuan。其qizhong,发faxinggoufangweikuanzichanzhengquanhuachanpin1只zhi,产chanpinzonge10.00亿yiyuan;发faxingCMBS/CMBN产chanpin5只zhi,产chanpinzonge59.34亿yiyuan;发faxingleiREITs产chanpin3只zhi,产chanpinzonge42.54亿yiyuan;发faxingbaozhangfangchanpin1只zhi,产chanpinzonge17.00亿yiyuan

  (二er)新xinfazhaiquanxinxi

  1. CMBS/CMBN产chanpin

  本benqixinfaxingCMBS/CMBN产chanpin5只zhi,产chanpinzonge59.34亿yiyuan

  本benqifaxingdeCMBS/CMBN产chanpingong5只zhi。其qizhonghuataijiayue-梅meixihuyiqizichanzhichizhuanxiangjihuaweishoudanhunanqiyeCMBS;中zhongjin-平pingan-绿lvchengjiudianzichanzhichizhuanxiangjihuashi绿lvchengjituanjiudianxiangmudeCMBS,标biaodewuyeweiqingdao(楼loupan)李licangxilaidengjiudian、舟zhoushan(楼loupan)威weisitingjiudianheshenyangxindu绿lvchengxilaidengjiudian;上shanghai(楼loupan)东dongxingtouzikonggufazhanyouxiangongsi2019年niandudiyiqizichanzhichipiaojushiwoguoshoudanshanghaixiezilouCMBN项xiangmu,同tongshiyeshishoudanyoupinganxintuotongshidanrenshuangcengSPV载zaitidezichanzhengquanhuaxiangmu,该gaixiangmudedicengzichanweishanghairuifengguojidaxia

  2. 类leiREITs产chanpin

  本benqixinfaxingleiREITs产chanpin3只zhi,产chanpinzonge42.54亿yiyuan

  本benqifaxingdeleiREITs产chanpingongsanzhi。其qizhongcainiaozhonglian-中zhongxinzhengquan(600030)-中zhongguozhinengguganwangcangchuzichanzhichizhuanxiangjihuashiwoguoshoudankekuomuwuliucangchuREITs产chanpin,入ruchizichanweiweiyuzhongqing(楼loupan)两liangjiangxinqudebaoshuicangkujifeibaoshuicangkugongdengsanchuwuye,在zaigaizhongchanpinjiegouxiakeshixiantongyizhuanxiangjihuaxiangxiazichanyuzijindechixuzhuru,开kaichuangliaoguoneiREITs行xingyedexianhe

  平pinganhuitong-平pinganbudongchanlangshizulinzhufang1期qizichanzhichizhuanxiangjihuashiwoguoshoudanhezuoxingchangzugongyuchujiashiREITs,入ruchizichanweishanghaishipudongxinquwaigaoqiao(600648)板bankuaidelangshiyusenlanxiangmu,该gaichanpin使shichangzugongyudecunliangzichandedaoliaoyouxiaopanhuo,被beishiweichangzugongyuzuizhongyaode退tuichujizhi

  中zhongxinjinshi-深shenzhen(楼loupan)龙longgangwanke广guangchangzichanzhichizhuanxiangjihuaderuchizichanweiweiyushenzhenlonggangguzhiyuewei29.41亿yiyuandewanke广guangchang,该gaichanpinLTV指zhibiaowei72%,优youxianjizhengquandeqijianshouyiyoubiaodewuyejingzujinxianjinliuchaoefugai,产chanpinfengxianjiaodi

  3. 购goufangweikuanzichanzhengquanhuachanpin

  本benqixinfaxinggoufangweikuanzichanzhengquanhuachanpin1只zhi,产chanpinzonge10.00亿yiyuan

  4. 其qitachanpin

  本benqixinfaxingbaozhangfangzichanzhengquanhuachanpin1只zhi,产chanpinzonge17.00亿yiyuan

  (三san)信xinyongjibiebiandong

  2019年nian3月yue,无wufangdichanleizichanzhengquanhuachanpinjinxingxinyongjibiediaozheng

  二er、本benqixingyeyaowen

  要yaowen1:类leiREITs产chanpinbuduanfengfu,公gongmuREITs基jichurijianhangshi

  资zichanzhengquanhua(ABS)产chanpinchuangxinchixujiasu,中zhongguozhengquantouzijijinyexiehuigongbudeshujuxianshi,2018年nianleiREITs以yijishangyebudongchandiyadaikuan(CMBS)产chanpinkuaisuzengchang,其qizhonggongbeiantongguoleiREITs产chanpin16只zhi,同tongbizengchang14.29%;备beianguimo290.97亿yiyuan,同tongbizengchang5.52%。

  根genjuRCREIT(REITs研yanjiuzhongxin)数shuju,截jiezhi2018年nian12月yue28日ri,我woguogongfaxingleiREITs产chanpin43支zhi,发faxingjineleiji903.21亿yiyuan。我woguoyifaxingleiREITs持chiyouwuyeleixingzhuyaobaokuoxiezilou、购gouwuzhongxin、零lingshoumendian、租zulinzhufang、酒jiudian、物wuliucangchuzhongxin、书shudianheshequshangyedeng。其qizhongpaimingqiansandewuyeleixingweigouwuzhongxin、写xiezilouhelingshoumendian,分fenbiezhanbiwei27%、26%和he18%。

  公gongmuREITs一yizhishizichanzhengquanhuaxingyecongyezhezuiguanxindehuatizhiyi,国guoneigefangyezainulituidonggongmuREITs产chanpindedengchang。2019年nian2月yue,全quanguozhengxieweiyuan、中zhongguozhengjianhuiyuanzhuxixiaogangzai《清qinghuashangyepinglun》上shangfabiaodeshumingketiwenzhangzhongzhichu:“目muqian,中zhongguotuidonggongmuREITs已yijubeijiaohaodejichu。2015年nianyilai,国guojiazhengceyeduocimingquezhichi。截jiezhi2018年nian6月yuedi,中zhongguoxianggang、新xinjiaposhichangfenbieyou5只zhi、11只zhiREITs共gongchiyou76处chuzhongguojingneiwuye,已yifaxingdejingwaiREITs资zichanshouyibiaoxianlianghao。”

  【点dianping】我woguoshichangmuqianchuzaicongleiREITs走zouxianggongmuREITs的deguanjianjiedian,未weilaikenengchuxianyigongmujijinweizaitidegongmuREITs,与yuyizichanzhengquanhuaweizaitidebiaozhunhuafeigongkaiREITs并bingcundejumian。类leiREITs产chanpinguimotisheng,机jigoutouzizheduiyuhexinchengshidebudongchanriyiguanzhu,REITs市shichangdedicengzichanyuefachengshu。此ciwai,类leiREITs设shejijingyanyuchangshiweigongmuREITs积jileijiaoyijiegouyushangyejingyan,有youzhuyuwoguojinzaotuichugongmuREITs产chanpin

  要yaowen2:房fangqirongzichaojixushengwen,日rijunchaobai亿yi,成chengbendizhi“白baicaijia

  从cong2018年niannianmokaiqidefangqirongzizhakou,在zaijinqijixukuoda。且qiesuizhuochengbendexiajiang,房fangqizhengyinglaijinyinianduolaizuihaoderongzihuanjing。2019年nian3月yueyilai,房fangdichanqiyepinfanfaburongzixinxi。无wulundaxingfangqihuanshizhongxiaoqiye,都duzaicishixunqiurongzi,具jutifangshihangaipeigu、短duanqipiaoju、私simu、企qiyezhaidengduozhongxingshi,密mijichengdukanchengjinliangnianlaizhizui。由youyudongzuomiji,3月yueyilai,房fangdichanxingyederijunrongziguimochaoguobai亿yi,且qiechengbenpubianxiajiang,除chugebieqiyewai,基jibengaobieliangweishuderongzichengben,部bufenqiyedezijinchengbendizhi4%。

  房fangqirongzirechaozaiqi,与yudahuanjingdefangsongyouguan。2018年nianyilai,央yangxingxianhouwucijiangzhun,如rujinyinxingjianliudongxingxiangduichongyu,为weifangqirongzitigongliaotianrandechuangkouqi。从congqiyezishenjiaodu,2019年nian,房fangqidedaliangzhaiquanjijiangdaoqi,为weiliaohuanjiezhaiwudaoqiyali,企qiyederongziyiyuanpubianjiaoqiang。尽jinguanhenduofangqizai2018年nianqudelishixingaodexiaoshouyeji,销xiaoshouhuikuanguimojiaoda,但danlaizierjishichangderongzichengbenrengranjiaogao,且qiesijidukaishi,房fangdichanshichangmingxianjiangwen,影yingxiangxiaoshoujindu,导daozhiqiyedezijinzhuangkuangbingweiyoushizhixinggaishan。部bufenfangqimianlinjiaodadeduanqizhaiwuyali

  【点dianping】近jinqifangqizaiduxianqifazhairechao,需xuyaozhuyideshi,房fangqibuduanjiadarongzilidudebeihou,是shijiangyaodaolaidechangzhaigaofeng。事shishishang,近jinlianggeyuedefangqimijirongzibingbunengrenweishidichanrongzihuanjingdezhengtifangsong,因yinweicongyongtulaikan,近jinqifangqifaxingdezhaiquanduoshuyongyuchanghuanjiuzhai。随suizhuoshichangxiaxingqidedaolai,大dabufenfangqidujiangmianlinlirunsuoshuideyali,加jiazhizhaiwuyalijianglin,房fangqiduidichengbenzijindexuqiushifenpoqie

  三san、本benqishichangredian

  海hainanshengfaxingquanguoshoudanshengjirencaizulinzhufangREITs产chanpin

  由youhainanshengcaizhengtingqiantou,海hainanshengfazhankongguyouxiangongsiluodishishidehainanshengrencaizulinzhufangdiyiqizichanzhichizhuanxiangjihua,于yujinriquanezijinmujidaowei。该gaijihuayu2019年nian3月yue20日rizaishenzhenzhengquanjiaoyisuochenggong簿bujifaxing,并bingyu2019年nian3月yue26日rizhengshisheli,产chanpinguimowei8.7亿yiyuan。这zheshihainanshoudanREITs产chanpin,也yeshiquanguoshoudanshengjirencaizulinzhufangREITs。

  【点dianping】海hainanshoudanREITs产chanpindefaxing,盘panhuoliaoshengneicunliangzichan,打datongliaobudongchanshougoujijinzaizibenshichangzhengquanhuade退tuichutongdao,形xingchengjinronghebudongchanzichandeliangxingxunhuan。同tongshidui“构goujianhainanshengfangdichanjiankangfazhanchangxiaojizhi,服fuwubaiwanrencaijinhainanxingdongjihua”起qidaoliaotuidongzuoyong

  天tianjinshifaxingbeifangdiqushoudanbaozhangfangABS产chanpin

  2019年nian3月yue5日ri,天tianjindongliqushengang―滨binlibaozhangfangxintuoshouyiquanzichanzhichizhuanxiangjihuazaishangjiaosuochenggongfaxing,产chanpinedu17亿yiyuan,优youxianjipingjiAAA,存cunxuqi3年nian。该gaizhuanxiangjihuayoujianxing、中zhongxing、交jiaoxing、民minshengdeng8家jiajinrongjigourengou,认rengoujineweimujiedude1.2倍bei

  确quebaochengshihuaxiangmujiakuaijianshewangong,防fangfanhehuajiezhaiwufengxian,东dongliquzhengfuyixinlishifanxiaochengzhenxiangmubufenzaijianhuanqianfangweishidianjinxingABS融rongzi。该gaixiangmushibeifangdiqushoudanbaozhangfangABS债zhaiquanxiangmu,天tianjinshishifanxiaochengzhenxiangmudeshoudanjiaoyisuobiaozhunhua、资zichanzhengquanhuachanpin,项xiangmuyouxianjipingjiAAA,存cunxuqi3年nian。目muqianerqi16亿yiyuanyishenbaozhishenjiaosuo,待daishenjiaosuopifuwuyiyihou,即jikeqidongfaxinggongzuo,上shangjiaosuodeerqifaxinggongzuoyezaijijizhunbeidangzhong

  【点dianping】天tianjindongliqushoudanbaozhangfangABS产chanpindechenggongfaxingjuyouzhongyaodeyiyi:一yifangmianyouliyupanhuogongsicunliangzichan,防fangfanhuajiezhaiwufengxian;另lingyifangmianbiaozhizhuochengshijiangzichanzhengquanhuazuoweijinronggaigechuangxindeyigetupokouyiqudechubuchengxiao

  四si、报baogaoshengming

  本benbaogaofenxijijianyisuoyijudexinxijunlaiyuanyugongkaiziliao,本bengongsiduizhexiexinxidezhunquexinghewanzhengxingbuzuorenhebaozheng,也yebubaozhengsuoyijudexinxihejianyibuhuifashengrenhebianhua。我womenyiliqiubaogaoneirongdekeguan、公gongzheng,但danwenzhongdeguandian、结jielunhejianyijingongcankao,不bugouchengrenhetouzijianyi。投touzizheyijubenbaogaotigongdexinxijinxingzhengquantouzisuozaochengdeyiqiehouguo,本bengongsigaibufuze

  本benbaogaobanquanjinweibengongsisuoyou,未weijingshumianxuke,任renhejigouhegerenbudeyirenhexingshifanban、复fuzhihefabu。如ruyinyong、刊kanfa,需xuzhumingchuchuweidagongjiegourongzibu,且qiebudeduibenbaogaojinxingyoubeiyuanyideyinyong、删shanjiehexiugai

  文wen/段duanqiong  李lifei  赵zhaoqiwuchao

benwenshoufayuweixingongzhonghao:大dagongxinyongpingji。文wenzhangneirongshuzuozhegerenguandian,不budaibiaohexunwanglichang。投touzizhejucicaozuo,风fengxianqingzidan

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