今日全球楼市速览(2010.05.07)

　　中国内地

　　1.国家统计局中国经济景气监测中心与尼尔森公司发布的《2010年中国消费信心指数调查报告》显示，中国消费者信心指数2010年第一季度为108点，达到2007年以来的最高水准。但是，消费意愿开始出现下降。国家统计局中国经济景气监测中心副主任潘建成认为，消费信心指数的回升与宏观经济回暖有关，消费意愿下降则可能与房地产上涨速度过快有关。（经济参考报）

　　2.等待细则的观望期让上海住宅销量大跌。某网站统计资料显示，刚刚过去的2010年4月，上海商品住宅供应面积仅123万平方米，比3月增加了75.71%，比2009年4月增加7.8%；成交均价为22926元/平方米，比3月19767元/平方米的均价上涨15个百分点；成交面积为102万平方米，比3月上涨了27.50%，比2009年4月大幅减少了42.32%。楼市在2009年1月至今16个月来首次出现明显的供大于求。（东方早报）

　　3.根据彭博社编撰的资料，今年中国房地产开发商在香港的银团贷款总额由去年同期的30亿港元增加到373亿港元，是1999年以来最高。资料显示，香港的信贷总额在87亿港币的基础上增加6倍，达到630亿港币；而在港中资银行的市场占有率由29%降至21%，其以人民币计价向中国地产开发商提供的贷款已经下降了25%。

　　4.新政后广州出让的第一幅土地白云新城AB2910005地块被佛山伊爵投资联合佛山市尚盟资产管理有限公司以5.25亿元竞得，比底价溢价54%，平均楼面地价为6172元/平方米。该地块位于白云区云城东路西侧，为商业金融业用地，可开发商业、商务办公、酒店等，占地面积16909平方米，建筑面积85058平方米。

　　5.摩根大通董事总经理李晶预计，北京、上海等一线城市房价未来3-6个月内或出现10%-20%的降幅。同样看跌的渣打香港亚洲区经济师刘健恒则预计内地一线城市楼市价格最多下跌30%。李晶称，今年房地产交易量同比将下滑20%。未来2-3个月若成交量未现好转，房价将会出现下滑，但二、三线城市下滑幅度将有限。她认为，短期内出台并推行物业税的可能性不大。（东方早报）

　　6.继有媒体报导重庆市将高档住宅土地增值税预征率上调至2%之后，日前根据山东省青岛市国税局和地税局的联合通知，对该市房地产企业开发的一般商品房的计税毛利率由现行的15%调至20%，其他类型的开发产品计税毛利率仍按现行税收政策执行。对房地产企业开发的非普通住宅（含别墅）和非住宅的土地增值税预征率由现行的1%调至2%，普通住宅、经济适用住房、廉租住房等的预征率仍按现行税收政策执行。

　　7.西安市政府出台《西安市人民政府关于进一步促进房地产市场平稳健康发展的若干意见》，从解决中低收入家庭住房到外来务工人员安置，确保不低于1000亩建设用地用于经济适用住房建设，从二手房申请公积金贷款到个人购房满5年交易免营业税等提出了16条意见，6月1日起正式实施。

　　香港

　　1.差饷物业估价署昨日公布三月份私人住宅售价指数，售价指数报一百四十一点九，较二月一百三十九点九，再升两点，升幅百分之一点四，连升十五个月；租金指数亦录升幅，三月报一百一十一点九，较二月一百一十点八，升一点一百分点，升幅近百分之一，连升十二个月；有业界人士表示，随着政府出招为楼市降温，估计下月的楼价指数会下调。差估署报告显示，截至今年三月，住宅售价指数已连续十五个月上升，更已追上九八年一月以来的高位，两者相差仅百分之一左右。当中住宅（丁）类，即面积一千零七十六至一千七百二十一方呎的单位，价格在今年首季的升幅更冠绝各类单位，较去年首季上升逾三成，成为本港楼价升轨的「火车头」。此外，整体物业的租金亦跟随楼价的升势，连升十五个月之多。有地产界人士认为，内地在今年初已开始受中央的宏调阴霾影响，资金都流向本港物业市场，而内地客来港购买豪宅时，多会选择一千至二千方呎的单位，令该类豪宅自去年第三季起，已买家受追捧，价格从而被拉高，过往亦曾多次录得有内地投资移民人士在港连环扫货，通常都购入此类单位。（星岛日报）

　　2.地政总署昨公布，截至4月底，有待核准的住宅单位预售楼花同意书申请共有16份，涉逾6,000伙，而有待核准的商业单位预售楼花同意书申请则有两份。地政总署指出，于4月份并没有批出预售楼花同意书或转让同意书。该署表示，该16份有待核准的住宅单位预售楼花同意书申请，共涉及6,080个单位。（文汇报）

　　3.上环信德中心西翼连环录得三宗成交，包括由禹铭或有关人士持有的中层○二及○三室，以约三千二百一十二万元摸出，呎价约一万元，物业于五个月间升值约百分之七。该物业原由禹铭或有关人士，于去年十二月以三千万元购入，并于本月底成交，持货约五个月，现沽售帐面获利约二百一十二万元，期内升值约百分之七，禹铭物业管理董事林颖雅接受查询时证实有关交易。市场消息指，金钟力宝中心一座高层○二A室，面积约一千六百三十二方呎，侧海景，成交价约二千四百四十八万元，呎价约一万五千元。原业主于去年二月购入，当时作价约一千三百零五万六千元，持货至今一年多，现沽售帐面获利约一千一百四十二万四千元，期内升值约八成八。（星岛日报）

　　4.太古昨宣布煞停原先拟分拆太古地产上市集资高达208亿元的计划，据承销团消息称，太古目前未考虑是否重推上市计划。太古主席白纪图坦言对此感到失望，但认为在转坏的市场气氛下仍进行分拆实属不当。（明报）

　　Mainland China

　　1. Beijing is reportedly considering restricting down payments to developers for uncompleted flats in the latest measure to regulate the sizzling housing market. Down payments and money from mortgages for unfinished flats will be placed in a special account to be overseen by the government, according to the China Securities Journal. The government will allow developers to access the account and use the money in accordance with their capital needs for construction of developments, the newspaper quoted an unidentified source as saying. Pre-sale proceeds will only be allowed to be freely used by developers when the projects are completed and delivered. The proposal is being discussed by the Ministry of Housing and Urban-Rural Development, the People's Bank of China and the China Banking Regulatory Commission, the report said. Developers, which said they had not heard of the proposal, complained it would deal a blow to their cash flow if they were not allowed to freely use the pre-sale proceeds. (SCMP).

　　2. Chinese consumer confidence rose in the 1st quarter of the year to the highest level since 2007 as people became more optimistic over their future, a survey showed. The Consumer Confidence Index in China climbed to a 3-year high of 108, bolstered by better employment prospects, according to a survey by Nielsen Co and the Economic Monitoring and Analysis Center under the National Bureau of Statistics. The survey interviewed 3,500 people across the nation, and found confidence rose faster in rural areas than in cities. "With stronger economic recovery, Chinese people are more confident about their future, and the confidence has been restored to the pre-crisis level," Nielsen said in a statement. The index rose 19 points last year while a reading above 100 indicates expansion. Of the respondents, 71% deemed the employment situation to be "good" or "very good," up 9 points from the previous quarter, while 67% predicted "good" or "very good" personal wealth circumstances. (Shanghai Daily).

　　3. McDonald’s – is looking for new franchise partners in China, expanding a 6-year-old trial program in its fastest growing market, a spokeswoman said. McDonald's relies heavily on franchises in more mature markets such as the United States, but has almost exclusively opened self-operated stores in China since entering the market 2 decades ago. The company launched a pilot franchise program in China, but has so far limited it to 3 franchisees running 6 restaurants. It moved to expand the process in April, posting information on its China Website inviting new franchise applicants as it accelerates a plan to double its China network to more than 2,000 outlets by 2013. McDonald's had asked interested parties to prepare at least RMB2m to cover equipment purchases, joining fee and other expenses, a spokeswoman said. She added that the company would initially experiment with new franchisees in Jiangsu Province near Shanghai. (Shanghai Daily).

　　4. Deutsche Bank – said that it has agreed to pay up to RMB5.75bn to boost its stake in Hua Xia Bank. The German bank's injection is part of a private share placement worth up to RMB20.8bn by Hua Xia Bank to its 3 largest shareholders. With the latest capital injection Deutsche Bank's stake in Hua Xia Bank will rise from 17.12% to 19.99%, the maximum single foreign ownership level permitted by Chinese law. (Shanghai Daily).

　　5. China's biggest developers are borrowing record amounts in Hong Kong, taking advantage of lower interest rates to circumvent a lending crackdown at home. While banks in the mainland demand at least 5.2 percent in annual interest for three-to- five year money, the cost of credit in Hong Kong dollars has fallen to the lowest since November 2004. China Overseas Land &Investment agreed to an HK$8 billion loan in February that pays 1.45 percent at current market levels. China Resources Land said late last month that it agreed to four loans with banks totaling HK$6.2 billion. Agile Property, which has projects in 20 mainland cities and districts, borrowed US$125 million (HK$975 million) in January from a Bank of America Corp unit in Hong Kong. Shimao Property is seeking a US$400 million loan from Hong Kong units of banks including HSBC Holdings and Standard Chartered (2888). The loan may pay 3.1 percentage points more than LIBOR, said Nomura credit analyst Annisa Lee. Bond sales in Hong Kong may also pay dividends for companies betting on a revaluation of the yuan. (The Standard).

　　Hong Kong

　　1. Swire Properties has called off its initial public share offering to raise HK$20.84 billion. The share offer had been expected to be the largest in Hong Kong this year but was aborted as the deepening sovereign debt crisis in Europe dampened investor appetite. Swire Pacific said in an announcement to the stock exchange that it would not proceed with the share offer of its property unit. (SCMP).