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A publicly listed Chinese REIT holding China Resources shopping-mall assets, paying rental income to unitholders.
A publicly listed Chinese REIT holding China Resources shopping-mall assets, paying rental income to unitholders.
Collects rent from mall tenants and passes most income to unitholders, as China's public infrastructure REIT rules require. China Resources group, the originator, runs the malls day to day.
In one line: A Chinese mall-REIT, like a Simon Property Group unit trust.
Moat: narrow (installed base, brand). Holds a portfolio of established China Resources-branded shopping malls with anchor tenants.
Headquarters: Shenzhen, China
Size CNAMC China Resources Commercial Asset Closed Infrastructure Real Estate Investment Trust (180601.SZ) is a China Real Estate company (Real Estate Investment Trusts) with a market value of $1.41B, the 1718th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥9.41 on 6 Nov 2026.
Performance Over six months the shares fell 5.5%, against -4.9% for the median peer and -16.4% for the China market (cap-weighted) — 10th lowest of 21 in its peer set.
Valuation It trades at 24.8× forward earnings against a peer median of 16.1× (2nd most expensive of 16).
Next results Next results expected around 3 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | |
|---|---|---|---|
| Revenue | n/a | n/a | CN¥637M |
| Revenue growth | — | — | — |
| Gross profit | n/a | n/a | CN¥149M |
| EBITDA | n/a | n/a | CN¥351M |
| Net income | n/a | n/a | CN¥12.3M |
| Free cash flow | n/a | n/a | CN¥239M |
| Capital expenditure | n/a | n/a | CN¥54.2M |
| Total debt | n/a | n/a | CN¥1.23B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| CNAMC China Resources Commercial Asset Closed Infrastructure Real Estate Investment Trust 180601.SZ | $1.41B | -6% | n/a | n/a | 24.8× | n/a |
| Link REIT 0823.HK | $13.8B | +3% | -3% | 68% | 16.5× | n/a |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 180601.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +1.2% | +0.5% | 10th highest of 21 |
| 6-month return | -5.5% | -4.9% | 10th lowest of 21 |
| Distance from 52-week high | -9.2% | -16.8% | 5th highest of 21 |
| Forward P/E | 24.8× | 16.1× | 2nd most expensive of 16 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| CNAMC China Resources Commercial Asset Closed Infrastructure Real Estate Investment Trust 180601.SZ | China | $1.41B | -6% | n/a | n/a | 24.8× | n/a | n/a |
| Lendlease Global Commercial REIT JYEU.SI | Singapore | $1.44B | -3% | +4% | 67% | 16.1× | n/a | n/a |
| Emperador Properties SOCIMI YEPSA.MC | Spain | $1.44B | +14% | +7% | 46% | n/a | n/a | n/a |
| LaSalle LOGIPORT REIT 3466.T | Japan | $1.45B | -10% | +71% | 28% | 17.3× | n/a | n/a |
| Centurion Accommodation REIT 8C8U.SI | Singapore | $1.45B | -3% | -69% | 51% | 20.9× | n/a | n/a |
| Ellington Financial EFC | United States | $1.45B | -17% | +30% | 81% | 5.9× | n/a | n/a |
| Empire State Realty OP LP Series ES ESBA | United States | $1.46B | -6% | +2% | 16% | n/a | n/a | n/a |
| Mori Hills Reit Investment 3234.T | Japan | $1.36B | -14% | -1% | 54% | 18.9× | n/a | n/a |
| AEON REIT Investment 3292.T | Japan | $1.36B | -19% | +1% | 35% | n/a | n/a | n/a |
| Comforia Residential REIT 3282.T | Japan | $1.36B | -20% | +17% | 41% | n/a | n/a | n/a |
| CBL & Associates Properties CBL | United States | $1.46B | 0% | +9% | 28% | 14.6× | n/a | n/a |
| Ingenia Communities INA.AX | Australia | $1.48B | +36% | +8% | 29% | 14.4× | n/a | n/a |
| MORI TRUST REIT.Inc 8961.T | Japan | $1.48B | -13% | -14% | 64% | 18.0× | n/a | n/a |
| OUE Real Estate Investment Trust TS0U.SI | Singapore | $1.50B | -5% | +7% | 73% | 16.2× | n/a | n/a |
| Esr-reit 9A4U.SI | Singapore | $1.33B | -14% | +5% | 71% | 10.6× | n/a | n/a |
| American Assets Trust AAT | United States | $1.32B | +2% | -8% | 24% | 59.8× | n/a | n/a |
| Killam Apartment REIT KMP-UN.TO | Canada | $1.51B | -3% | +5% | 63% | 11.0× | n/a | n/a |
| Innovative Industrial Properties IIPR | United States | $1.51B | -4% | -4% | 47% | 13.4× | n/a | n/a |
| Japan Logistics Fund 8967.T | Japan | $1.52B | -8% | +3% | 53% | 21.0× | n/a | n/a |
| Supermarket Income REIT SUPR.L | United Kingdom | $1.54B | +4% | -7% | 81% | 13.3× | n/a | n/a |
| Alexander's ALX | United States | $1.29B | +3% | +8% | 34% | n/a | n/a | n/a |