戴德梁行：今日全球楼市速览(2010.05.20)

中國內地

1. 發改委目前正牽頭制定《國務院關於鼓勵和引導民間投資健康發展的若干意見》（“新36條”）的配套細則。發改委發言人表示，這是自改革開放以來以國務院名義出臺的第一份專門針對民間投資發展、管理和調控方面的綜合性政策檔。（每日經濟新聞）

2.國家發改委資料顯示，據對全國36個大中城市監測，4月份全國房價繼續上漲，不過走勢呈“前漲後穩”。4月份新建商品房集中成交價為8411元／平方米（下同），環比上漲3.46%；最低和最高成交價分別為5875元和13999元，分別比上月上漲1.85%和5.05%。（成都晚報）

3. 住房城鄉建設部與各省、自治區、直轄市人民政府以及新疆生產建設兵團簽訂2010年住房保障工作目標責任書，要求確保完成2010年工作任務。（新華網）

4.上海銀監局發佈2010年第一季度宏觀經濟與銀行業運行狀況調查問卷分析結果，184位銀行家表達了對經濟金融趨勢的預判。報告顯示，在滬銀行業金融機構普遍預期全年經濟趨穩，預計下階段上海房地產信貸業務將進一步趨緩。對於2010年以來推動上海及全國經濟增長的主導因素，銀行認為對外貿易特別是出口的推動作用繼續上升，認為固定資產投資對上海及全國經濟增長的拉動作用則連續兩個季度下降。（國際金融報）

5. 國家發改委地區經濟司官員透露，目前《京津冀都市圈區域規劃》已經上報國務院，有望今年出臺。《京津冀都市圈區域規劃》是國家“十一五”規劃中的一個重要的區域規劃，區域發展規劃按照“8+2”的模式制訂：包括北京、天津兩個直轄市和河北省的石家莊、秦皇島、唐山、廊坊、保定、滄州、張家口、承德8地市。（21世紀經濟報導）

6. 對深圳出現的分期首付、墊付首付的樓市促銷行為，深圳市國土資源與房產管理局已經向全深圳市房地產開發企業發文，禁止這種分期首付行為。開發商為購房者墊付、贈送首付，實際上是將資金風險轉嫁給銀行，將本不具備買房能力的消費者拉入買房行列，這給購房者和銀行都帶來風險，也給房地產的調控措施帶來阻力。（觀點地產網）

7.北京市發佈《關於加強酒店類專案銷售管理有關問題的通知》，從下月1日起實施。其中明確，在本月31日後簽訂土地出讓合同的酒店專案，一律禁止分層、分單元銷售。（新京報）

8.繼不少城市自主制定樓市調控的地方細則後，浙江率先頒佈了首個省級細則。細則規定：銀行自定三套房貸、鼓勵試點現房銷售、增加住房有效供應等內容。（新華網）

9.根據最新一期的深圳市政府公報顯示，深圳將進行房地產市場秩序專項整治工作，從4月底到6月末深圳多達13個部門將聯合重點查處開發商違法用地、囤積房源，仲介挪用客戶資金、信貸違規等房地產市場多種違規違法手段。深圳市發展改革委將嚴格對房地產項目立項審查，禁止別墅項目立項。（南方日報）

10.花樣年以11,669萬元競投位於天津宗地編號為津西陳塘（掛）2010-076號的國有建設用地使用權。該地塊位於天津河西區東江道南側，土地面積為15,408.9平方米，建築面積為64,226.7平方米。樓面價格約為人民幣1815元/平方米。計畫建成集商務辦公和創意產業為一體的城市綜合體項目。（觀點地產網）

11.龍湖地產有限公司宣佈，公司近日被納入摩根士丹利資本國際指數（MSCI）中國指數，將於5月26日生效，這也是國內第八家被納入MSCI的房地產企業。MSCI指數多為基金的基準指標，亦是在投資界最為廣泛使用的用以代表各國家、地區資本市場表現的參考指數。（觀點地產網）

香港

1.市場人士透露，由億利達集團劉永齡家族持有的赤柱舂坎角三十四至三十八號兩幢獨立屋，近日獲買家出價逾六億元，洽購至最後階段。項目建有兩幢三層高的洋房，面積同為六千四百方呎，設有泳池、室內電梯，若成交落實，呎價將近四萬七千元。消息人士稱，該兩幢洋房曾在去年三月放售，直至去年十月，獲買家以約二億四千萬元洽購其中一幢，但其後未有完成交易。市場消息指，日前獲洽購的大潭陽明山莊四座一個複式單位，面積四千二百方呎，以九千萬元成交，呎價約二萬一千四百二十九元。（星島日報）

2. 樓東俊安資源（中國）控股主席兼執行董事蔡穗新及有關人士，早前以1.2億元購入東半山加路連山道103及105號物業。土地註冊處資料顯示，俊安資源（香港）有限公司於3月底以1.2億元購入上述物業，董事包括蔡穗新及柳宇，柳宇為樓東俊安資源（中國）控股執行董事。市場消息指，中半山帝景閣高層複式A室以5,080萬元沽出，面積2,840平方呎，呎價17,887元。（經濟日報）

3. 核心區鋪位有價有市，旺角弼街六十九號地鋪，以約九千八百萬元易手，平均呎價約六萬六千二百一十六元，回報約四厘，物業於七年間升值八成八。市場消息指，上述弼街六十九號地下，面積約一千四百八十方呎，成交價約九千八百萬元，折合呎價約六萬六千二百一十六元，該物業連租約易手，現由食肆租用，月租金三十二萬元，回報約四厘。原業主於○三年十月購入物業，當時作價約五千二百萬元，持貨至今六年多，現將物業轉售，帳面獲利約四千六百萬元，物業期內升值約八成八。（星島日報）

4. 灣仔大王東街二十一至二十三號地下至二樓物業，面積五千五百六十方呎，成交價七千二百萬元，平均呎價一萬二千九百五十元，以連租約形式易手，每月租金約十三萬五千元，回報約二厘三。原業主於九五年購入上述物業，當時作價約二千四百萬元，持貨至今約十四年半，今番易手，帳面獲利約四千八百萬元，物業期內升值兩倍。據土地註冊處資料顯示，跑馬地加路連山道一○三至一○五號地下及一至三樓，於今年三月三十日易手，並於日前完成交易，成交價一億二千萬元。（星島日報）

5. 資深投資者羅家寶去年底斥資6.6億元買入的灣仔老牌酒家龍門大酒樓重建地盤，物業剛拆卸不久，羅家寶以逾3億元將住宅部份售予服務式住宅營運商CHI Residences，只保留舖位作日後收租之用。灣仔莊士敦道130至136號龍門大酒樓舊址，將重建1幢25層高商住物業，地下至3樓為商舖，4樓以上為住宅，總樓面約4萬方呎。物業仍在平整地基階段，但消息稱，20層住宅樓面已轉手由CHI Residences購入作為服務式住宅。物業有3層商舖樓面，合共逾4000方呎，據悉羅家寶保留作收租，現正獲銀行等洽租，月租150萬至200萬元，舖位估值至少逾5億元。龍門大酒樓舊址，原由人稱「藥房張」的張偉強於去年7月以4.05億元購入，羅家寶兩個月後以6.6億元摩入，張偉強要負責清拆上址及重建完成後才交樓完成交易。（蘋果日報）

6. 市傳由大鴻輝持有的旺角西洋菜南街十四至二十四號地下I號鋪，面積約五百方呎，以六十萬元承租，呎租約一千二百元。（星島日報）

7. 地產商冷待東涌地皮，下周一拍賣的粉嶺地皮受影響不被睇好，業界料每呎樓面地價2380 至2500 元，估值約13.4 至13.8 億元，較勾地底價高27%。地盤位於粉嶺沙頭角道和馬適道的交界，地盤面積為9.58 萬平方呎，地積比率約5.57 倍，可建總樓面面積53.3453 萬平方呎， 其中包括商業樓面11.4960 萬平方呎，另外住宅樓面41.8493 萬平方呎，並設停車場及會所設施。（大公報）

Mainland China

1.The Chinese mainland is still the main profit contributor for overseas banks with their locally incorporated entities posting a combined profit of RMB4.6bn last year, the Shanghai branch of the banking regulator said. (Shanghai Daily).

2.China will be the world's biggest market for luxury goods in 5 years, according to a blue paper on the country's commercial development from 2009 to 2010 released in Beijing. Released by the Chinese Academy of Social Sciences, the paper said China's luxury goods market had risen to US$9.4bn by the end of 2009, accounting for 27.5% of the world's luxury goods market and supplanting the US as the world's 2nd largest luxury goods market. In 5 years, the market for luxury goods in China will reach US$14.6bn, becoming the largest in the world, the paper predicted. The paper said most luxury goods makers have opened outlets in Chinese metropolises and provincial capitals. Keen competition has seen some of the firms opening stores in smaller cities. The paper quoted a Mckinsey & Co report as saying rich consumers in China are generally younger than those in other countries. The report found 80% of China's rich consumers are under the age of 45, while only 30% of such consumers in the US and 19% in Japan are under 45. It quoted the Hurun Report 2009 as saying the average age of people with personal wealth over RMB100m is 43 in China. (Shanghai Daily).

3. China’s state-owned enterprises posted a 69.6% annual surge in profits in the 1st 4 months of this year, the Ministry of Finance said. The combined profits of China's SOEs hit RMB579.52bn from Jan to April, the Ministry said. Operating revenue of the SOEs reached about RMB9 trillion, up 46% from a year earlier. (Shanghai Daily).

4. Major indices of China's large ports mostly pointed to a better performance in April with increasing cargo throughput and exports volume, the Ministry of Transport said. China's large sea ports and river ports saw rapid throughput growth in cargo, exported goods volume and containers from Jan to April. Passenger throughput via large ports, however, fell 18.5% from a year earlier to 295 million in the 1st 4 months of the year, the Ministry said. Large ports are classified in China as sea ports with an annual cargo throughput above 15 million tons and above 10 million tons for river ports. (Shanghai Daily).

5. Lloyd’s of London – has gained regulatory approval to start a direct insurance business in China as it sees plenty of opportunities, its chairman said in Shanghai. Lloyd's will start its direct insurance in the property and casualty sectors in Shanghai. Direct insurance offers financial protection for policy holders. Lloyd’s said it's unnecessary for the company to expand geographically in China as it can write policies nationwide as long as a single policy is more than US$60,000. Lloyd’s said it sees plenty of opportunities in China for its direct insurance business and although the company's business in China is relatively small now, it is set to grow into a major one in Asia. Asia now accounts for 7% of Lloyd's global business and the firm hopes the share will rise to 15% in a decade. (Shanghai Daily).

6. China may launch a property tax trial in some cities later this year to stop speculation in the housing market, a property industry group said yesterday. "It's quite possible that the government will make its first step in launching a property tax later this year," said Nie Meisheng, president of the semi-official China Real Estate Chamber of Commerce. "It's a good way to test the waters and see what kind of reaction people will have before moving on." Rumours of a property tax have been one factor pushing down property stocks on the mainland and Hong Kong over the past few months. So far, the tax is most likely to be introduced in Shanghai and Chongqing, officials and analysts said. Chongqing had already submitted plans to the State Council for approval, a local tax official said. In Shanghai, the local government is considering imposing a property tax of 0.6 per cent of the value of the property for owners of apartments above a certain size and who have lived in the city for at least three years, instead of the 0.8 per cent reported previously, according to market sources. The number of property deals has fallen by an annual 80 to 90 per cent in first-tier cities like Beijing and Shanghai in the first half of May due to the policies announced in April, property companies say. (SCMP).

Hong Kong

1. A Fan Ling site that will be auctioned on Monday is expected to fetch up to HK$1.45 billion. Four surveyors polled by The Standard valued the 95,800-square-foot site at the junction of Ma Sik Road and Sha Tau Kok Road at HK$1.32 billion to HK$1.45 billion. The surveyors each lowered their forecasts by 8.4 to 27.5 percent following the below-par price for a Tung Chung site that went on the block earlier this month. But they noted that, unlike the Tung Chung sale, smaller developers may join the bidding as the price is not huge. (The Standard).