戴德梁行：今日全球楼市速览(2010.03.29)

中國內地

1. 監會已要求銀行業金融機構積極做好房地產貸款風險的防控工作。包括不得對囤地捂盤房企發放新增貸款、對囤地捂盤房企用所持有土地作為貸款抵押品的，各銀行認真查處、對78家央企相關專案不得授信以及堅決貫徹落實“三辦法一個指引”，通過“受託支付”、“實貸實付”的貸款使用支付方式，有效加強對貸款用途和貸款使用的管理四項要求。（中國證券報）

2.據中國指數研究院監測，全國2月重點城市交易活躍，土地溢價水準較去年同期相比，增幅明顯，多個城市創下新高。其中北京、南京、杭州溢價較高，位於70%-130%的水準。上海、北京、杭州、南京、重慶、天津、成都7個城市住宅用地1-2月溢價水準大幅超過2009年平均水準；其中上海多宗優質地塊成交，使得溢價水準達到230%，是2月住宅用地溢價水準最高的城市。（中國新聞網）

3. 自國資委發佈“清退令”以來，78家央企將在15內拿出退出地產業務的方案。截至目前宣佈退出地產業務的央企增加到3家。上述3家央企分別是中遠集團、航太科工、中國核工業集團。其中，後2家央企已經將下屬涉足地產業務子公司的股權通過北京產權交易所掛牌轉讓。（每日經濟新聞）

4.在禁地七年後，別墅專案不降反增的局面讓監管部門終下決心出臺全面的界定及監管措施。從國家國土資源部獲悉，就在該部密集調研全國供地、用地整體情況的同時，一項關於別墅、大戶型專案供地用地的分項調查也在同步展開，“下一步將具體給別墅做一個定義，新別墅定義有望除此前的高度、容積率兩方面的限制外，包括套型、面積等多方面，不排除將聯排、疊拼等項目也包括進來”。（北京商報）

5. 上海產權市場今年以來一度平靜的房地產專案交易掀起波瀾，在近期房地產公司股權日漸受追捧的背景下，一宗標的額逾二億元人民幣的房地產企業股權項目，本周實現了高溢價轉讓。26日從上海聯合產權交易所獲悉：本周上海產權市場成交金額居前的行業分別是房地產業和金融業，一周成交金額分別達到人民幣4.85億元和3.1億元。（中國新聞網）

6. 天價數字7.9999億，出現在2007年7月的一場土地開發權招標會上，出價者是龍灣房屋開發有限公司。憑借著這個比地塊起始價高出3倍多的價格，該公司一舉拿下了龍灣行政中心區D03地塊45畝土地中標開發權，成了轟動當時的龍灣“高价地”。因為2年沒交地價款，龍灣房屋開發有限公司被取消開發權，1500萬保證金也被沒收。對此不服的該公司，於是將溫州市國土資源管理局告上法庭。（中國新聞網）

7.廣州市國土房管局掛牌出讓一幅琶洲商務辦公地塊A區A12地塊，明確只賣給2007年至2009年入選世界500強的中國企業。這是繼廣鋼集團取得琶洲辦公地塊後，廣州第二次面向世界500強企業“定向賣地”。該地塊位於琶洲A區，為商務辦公用地，其占地27614平方米，建築面積99410平方米，出讓底價為4.9023億元，折合樓面地價4931元/平方米。（觀點地產網）

8.深圳市規劃和國土資源委員會日前公佈的全市住房建設規劃2010年度實施計畫，今年深圳安排新供應住房用地總量為97.2公頃，其中商品住房用地為60公頃，保障性住房用地為37.2公頃。相比去年，深圳住宅用地供應總量減少近六成，其中商品住宅用地供應減少近七成，保障性住房用地略有增加。未來一段時間內深圳住房價格仍將在高位運行。（第一財經日報）

9. 南京市房產管理局出臺了6項舉措以加強房地產市場監管，通過增加有效供應、打擊捂盤、強化保障等手段穩定房價。包括：一、加強商品房預售和二手房交易資金監管。二、商品房預售嚴格實行“實名制”認購。三、加強日常銷售秩序監督檢查。四、完善商品房銷售管理辦法。五、完善聯合調控、金融稅收等方面全環節、全方位的聯合動態監管。六、加強建設用地批後監管。加大對閒置土地處理力度。（觀點地產網）

10.萬科剛於本月26日，以10.04億投得拆遷不久的東莞的「三區」黃金地皮，該地皮是長安鎮長青路近8萬平方米的地塊（即長安「三區」地塊，包括金三角購物廣場、長西路舊商舖和第三工業區），拍賣當日，共有六家發展商競投，經過100輪激烈競拍後，最終被萬科以高價投得。據悉，此地皮原本是工業用地，但改變用途後，將會建一座60層樓高的寫字樓以及一個大型住宅樓。據了解，「三區」這塊位於長青路以及長安酒店附近、毗鄰近為高速路口、該用地主要用於商住，目前該地塊周圍基礎設施已達到三通，即通水、通電、通路。地塊的開發建設期約3年，專案計劃在2011年4月26日前開工，2013年4月26日前竣工。（成報）

11.受物業銷售收益急增帶動，華潤置地去年純利四十四億元（人民幣．下同），按年大升一點二倍，末期息亦增至每股十八仙三。主席王印表示，公司未來將重點發展商業地產，但預料今年合約銷售額仍將超愈去年的二百五十一億元。截至本月二十二日止，集團已錄得合約銷售金額二十九億三千萬元，與去年同期持平，連同去年已實現銷售而未入賬金額一百九十一億元，迄今共有二百二十億四千三百萬元有待結算，其中，已鎖定於今年入賬的約一百四十二億元。（經濟日報）

12.中渝置地公布，截至去年年底止持續錄得虧損，惟收窄至5834萬元，每股虧損2.51仙，派息每股3仙；去年同期則錄得8.37億元虧損。期內，營業額為10.8億元，按年倒退23％，公司解釋主要是集團於2008年市況不明朗減慢發展步伐，使去年度物業落成量及交付量下降。（信報財經新聞）

香港

1. 新勾地表推行「雙軌制」後一個月即有大型地皮勾出，東涌一幅海景靚地剛獲財團以二十八億七千六百萬勾出，成為本年度首幅推出拍賣的地皮。多家發展商均表態，對地皮甚具興趣，其中長實更率先表態有興趣參與投地。業界預料該地成交價將介乎四十二億元至五十六億元，高出勾地價四成六至九成六。（星島日報）

2. 市場消息指，西貢福民路22至40號西貢苑，地下49至58號地舖剛易手，物業共設11個舖位，共8,310平方呎，大部分獲租客承租，包括有日本城、屈臣氏及地產代理舖等，租金收入共約38萬元，物業以1.6億元易手，租金回報約2.85厘。物業原由華懋持有，而較早前，集團亦以8,800萬元，售出同屋苑地下14個商舖，據悉該批商舖現由百佳超市租用。（經濟日報）

3. 樓市非常暢旺，除用家外，投資者亦紛紛入市，嘉里及市建局旗下西營盤第一街縉城峰，市場透露，昨日有一組買家大手購入第1座約11伙，涉資約1.9億元。市場人士指，該組買家過往一向主力投資工商物業，購入約11伙單位分布於30樓以上高層，全數屬可享海景的優質單位，面積約752至1,186平方呎。項目昨日單日錄得宗逾15宗成交。（經濟日報）

Mainland China

1. The mainland banking watchdog has asked banks not to give loans to developers backed by state-owned enterprises. And lenders have been told to stop approving new credit to 78 government- controlled firms whose core business does not involve home development. The China Banking Regulatory Commission also ordered commercial banks not to give new loans to developers whose land is lying idle. The moves are counter the risk of asset bubbles and non-performing loans. Two of the state-owned enterprises ordered to exit the home market have taken steps to sell their property investment, mainland media reported yesterday. China National Nuclear Corp sold its 8 percent stake in Beijing Xinrun Real Estate on March 19. China Aerospace Science & Industry Corp is seeking to sell its 80 percent stake in a Beijing developer. COSCO (Hong Kong) Group will sell its indirectly owned 8 percent stake in Sino-Ocean Land (3377) within six months, chairman Wei Jiafu said on Friday. But most state-owned enterprises are still running their real estate businesses as usual, according to media reports. (The Standard).

2. Acxiom Corp – a US-based digital marketing service firm, opened a global service centre in Nantong City, Jiangsu Province. Acxiom, with global revenue of about US$1.3bn annually, provides users "direct marketing" services through high-tech methods such as database analysis, customer management and short message and e-mail promotion. (Shanghai Daily).

3. Profit at China's industrial companies more than doubled in the 1st 2 months of 2010 from a year earlier, indicating ample demand and strong growth momentum in manufacturing. A low comparative base was the major contributor to the surge, the National Bureau of Statistics said. It added that profit has returned to levels before the financial crisis. Net earnings of China's industrial companies climbed 119.7% y-o-y to RMB486.7bn in the Jan-Feb period. (Shanghai Daily).

4. The 1st business-aviation service base in the Chinese mainland began operations this month at Shanghai's Hongqiao International Airport, a bet on a big future for small planes. The centre will provide ground, repair and maintenance services for business aircraft -- mostly small jets for private or corporate use. China's mainland has nearly 50 business aircraft, 3 times that of 5 years ago. The centre has a terminal, a 4,500 sq m hangar and 3 gate positions for commercial aircraft, enough for 6,000 planes a year. At present, about 2,000 business aircraft take off or land each year at the city's 2 airports. The number is expected to increase 10 to 15% in the near future, according to the Shanghai Airport Authority. The business aviation centre, near the airport's old terminal, will go from trial basis to full operation before the World Expo opens on 1 May, when 16.8 million visitors are expected to arrive by air. Construction began in 2008 and the project passed state civil aviation inspection on 17 March. The centre went operational just a week after the 16 March opening of the airport's Terminal 2. (Shanghai Daily).

5.  Hong Kong-listed Kaisa Group Holdings recorded a 52.2 per cent surge in gross profit to 1.32 billion yuan [HK$1.5 billion] for the year ended December 31, 2009, from 867.1 million yuan in 2008. Revenue increased by 50.2 per cent to 4.67 billion yuan from 3.11 billion yuan a year earlier. (SCMP)

Hong Kong

1.Cheung Kong (Holdings) is expected to post promising profits for last year, underpinned by solid sales from property projects in Hong Kong and on the mainland. These include Celestial Heights, a luxury residential project in Ho Man Tin, and Le Prestige in Tseung Kwan O. Analyst say Cheung Kong’s earnings are expected to show the benefit of strong demand in Hong Kong’s primary and secondary markets over the past year, in line with its peers. (SCMP).

2. Cheung Kong Holdings has sold around 400 homes at Festival City since Friday and along the way has boosted sales at nearby primary projects. The apartments in Tai Wai fetched from HK$8,000 to HK$11,000 per square foot, said executive director Justin Chiu Kwok-hung. Eighty-five percent of local buyers were from the New Territories or Kowloon. (The Standard).