In January 21st, red soil innovating Shenzhen Yan Tian Port Holdings Co.Ltd(000088) warehousing logistics closed infrastructure investment fund (red earth innovation Shenzhen Yan Tian Port Holdings Co.Ltd(000088) storage logistics REIT) released the fourth quarter report in 2021, and the modern logistics center project of the fourth quarter infrastructure project was stable under the active management of fund managers and external management agencies. By the end of 2021, the renting rate of modern logistics centers was 99%. The net cash flow from operating activities was 62.9366 million yuan.
The four seasons report pointed out that in the second half of 2021, affected by the promotion of “double 11” and the seasonal growth of consumption around the new year, the high-standard warehousing and logistics market ushered in a small peak. The logistics real estate market in the core first tier cities still maintains strong resilience. In terms of Shenzhen warehousing and logistics infrastructure market, thanks to the steady growth of e-commerce and third-party logistics demand, Shenzhen’s high-standard warehousing and logistics infrastructure market maintained a good rent level, the rent level gradually increased, and the vacancy rate remained low. In the second half of 2021, the import and export demand continued to grow, superimposed on the traditional logistics peak season brought by the demand of festivals outside China, the logistics demand of bonded warehouse in Shenzhen was active, and the market vacancy rate continued to decline.
According to the four seasons report, the project is located in Shenzhen, the top three city in terms of import and export trade in China. Adjacent to Shenzhen Yan Tian Port Holdings Co.Ltd(000088) , it is a single port with the largest container throughput in the world, a container hub port in South China and one of the busiest container terminals in the world. It plays an important role in the regional economy and the global foreign trade transportation network, With irreplaceable advantages in geographical location and limited new supply of warehousing and logistics resources, the project is expected to maintain stable operation in the future.
