戴德梁行：今日全球楼市速览(2010.06.01)

中國內地

1.  國務院轉發了國家發改委《關於2010年深化經濟體制改革重點工作的意見》，這是首次在國務院檔中提出在全國範圍內實行居住證制度。該意見將“逐步推進房產稅改革”列入了今年的財稅體制改革的目標當中。此外，在“推進城鄉改革”部分提到，進一步完善暫住人口登記制度，逐步在全國範圍內實行居住證制度。（新京報）

2. “上海房價即使下跌30％，上海銀行業的不良貸款率在最壞的情況下，最多也就是百分之零點幾，在可控範圍內。”上海銀監局副局長在某金融論壇時作出上述表示。據其介紹，目前上海個人住房按揭貸款的餘額已經突破5000億元，開發性貸款已經突破3000億元，兩項合計占上海信貸投放的26％左右，略高於全國20％左右的平均水準，但遠不及香港。整個上海銀行業在房地產信貸業務上的風險還是控制在合理的範圍內，從目前的資料看，不良率只有0.56％，比一般貸款的總體不良率1％要低。（國際金融報）

3. 5月，北京成交的商品住宅共3351套，環比4月也下跌了59.1%；上海商品住宅累計成交面積約為30萬平方米，環比4幅萎縮70%；廣州一手住宅交易面積為44.7萬平方米，環比大跌33.8%；深圳一手住宅成交面積為10.92萬平方米，環比62.50%。京滬廣深5月樓市全線下挫，萬科等開發商價格鬆動。（第一財經日報）

4.  截至5月31日，上海市規劃和國土資源管理局推介的105幅地塊僅有16幅有3人以上預申請，符合規定的資格確認，進入下一輪拍賣。另外，已經有15幅土地發佈公告將出讓活動延期，4幅地塊終止出讓。受到新“國十條”調控政策影響，以及上海細則尚未落地的觀望情緒，開發商拿地謹慎。（中國證券報）

5. 深圳特區內外一體化建設已經得到國家批文，正式方案或8月出臺，即將擴容五倍。深圳目前下轄6個行政區和光明新區，其中羅湖區、福田區、南山區、鹽田區位於經濟特區範圍內，總面積395平方公里；寶安區、龍崗區和光明新區地處經濟特區外，總面積1553平方公里。（南方都市報）

6.  廣州市越秀區舉行高端論壇，圍繞北部功能區——越秀核心產業功能提升區和南部功能區——北京路廣府文化商業旅遊區兩大功能區，重磅推出34個“三舊”改造項目，用地面積約790公頃。（廣州日報）

7.  重慶聯交所發佈消息稱，由於買家資金短缺，有“渝北區第一爛尾樓”之稱的“瀛丹大廈”，再度面臨被拍賣的命運。“瀛丹大廈”將於6月18日進行司法拍賣，拍賣底價1.860368億元。（重慶日報）

8. 新世界中國獲取一項五年期貸款融資，本金額為10億港元，另外，其間接全資附屬Superb Wealthy Group Limited獲銀行提供一項本金額5億港元五年期迴圈/定期貸款融資。（新浪財經）

9. 嘉凱城全資子公司上海中凱企業集團有限公司通過參與掛牌轉讓，以人民幣1.422億元取得上海交大南洋房地產有限公司持有的源豐投資的18.89%的股權，上述股份轉讓完成後，中凱集團持有源豐投資67.89%的股權。源豐投資目前正在開發上海市徐匯區“匯賢雅居”項目，該項目分二期進行，項目一期已交付使用。（觀點地產網）

10. 宏潤建設控股子公司黑龍江省巨鷹房地產開發有限公司以總額16.4億元在哈爾濱拿地，公司預計該地塊項目總投資40億元。該地塊位於哈爾濱市道裡區群力新區啟動區，共涉及七宗地，土地面積合計39.2萬平方米，土地用途為住宅、商服，可規劃建築面積合計81.25萬平方米。（證券時報）

11.  重慶路橋公司擬將所持有的重慶天江坤宸置業有限公司股權信託受益權以7.18億元的價格轉讓給重慶市奇尚房地產開發有限公司。本次轉讓該信託受益權之收益率已達到2008年5月5日簽訂的《信託受益權轉讓協議》約定的12%的收益率。（重慶日報）

香港

1.  市場消息指出，亞姐羅霖丈夫劉坤銘家族或有關人士持有的壽山村道39號明園的一間洋房，剛以1.35億元售出，以面積4258方呎計算，呎價3.17萬元，創該屋苑新高呎價紀錄。消息指出，劉坤銘家族早於1996年以4280萬元買入，經是次轉讓帳面獲利9220萬元，持貨14年物業升值約2.15倍。該屋毗鄰即為近月以11.48億元售出、由「維他奶」創辦人羅桂祥後人持有的壽山村道「丹林」，該屋可重建約2.7萬方呎，即折合每方呎樓面地價4.25萬元。（明報）

2.  土地註冊處資料顯示，大坑宏豐台10號全幢以9400萬元售出，地盤面積約4000方呎，以地積比率2倍計算，可建樓面約8000方呎，折合每方呎樓面地價約1.175萬元，買家為勝華投資有限公司，屬海外註冊公司。（明報）

3.宏安地產購入紅磡北拱街一幢單邊舊樓接近九成四業權，作價一億二千四百萬元易手，物業具重建價值，每方呎樓面地價三千五百五十一元，集團將投資二億五千萬元，發展精品式住宅，涉及單位逾八十伙。（星島日報）

4. 一名內地客剛以約1億元，購入大埔觀海崇庭一座洋房，成區內近期最大手成交。據區內代理透露，由亨輝置業持有的大埔觀海崇庭，共提供4座面積6,600餘平方呎的獨立屋，其中A屋面積6,630平方呎，連約3,500平方呎花園，剛以逾1億元售出，買家為一名內地投資移民。另外，市場消息透露，一名內地客過去的周末，購新蒲崗譽‧港灣2個2,031呎的大單位，涉資近5,000萬元，平均呎價逾1.2萬元。（經濟日報）

5. 自由行效應，加上本港零售市況向好，國際知名品牌不惜以高租金，搶租本港核心區舖位作基地。市場消息指，銅鑼灣京華中心5層舖位，逾5萬平方呎樓面，獲新租客以高達每月1,100萬元承租，屬近期最大宗舖位租務。據悉，租客為美國時裝品牌FOREVER 21，最快在明年登陸香港。（經濟日報）

6. 市場消息透露，南區赤柱海天徑Ocean Bay一洋房以約1億元易手。另外，土地註冊處資料顯示，東半山司徒拔道碧蕙園C座頂層以4,380萬元售，買家為威隆國際發展有限公司，其董事包括旅發局前總幹事臧明華及鄧順林。（經濟日報）

Mainland China

1.  China will gradually accelerate property-tax reform this year as part of a general fiscal overhaul plan approved yesterday by the State Council, or Cabinet. The NDRC has just clarified the issue of property-tax reform. It denied a report last week citing a commission research fellow as saying China won't introduce a real-estate tax for at least 3 years. The property tax refers to duties levied on properties for lease or investment instead of for buyers' live-in residences. Tax in China is now only imposed during home sales and a property-ownership tax is regarded by analysts as one of the most effective ways to curb speculation in real estate. During an interview with Xinhua news agency, the commission said it was working on a plan designed to promote the healthy development of China's property market. The proposal is part of the 12th Five-Year Plan and will be released in the 2nd half of 2011. In yesterday's document there were no details of how the country would gradually accelerate property-tax reform. Shanghai's plan to begin a property tax in residential real estate has been submitted to the Central Government for review, according to yesterday's China Securities Journal. Shanghai may impose the tax on people with residential areas exceeding 70 sq m each, or a household with more than 200 sq m of living space, it said. The city may also impose duties on people without residential permits and those who don't file income-tax declarations for 3 years or more, the journal said. Shanghai was working on "stricter" rules than the Central Government's to cool its property market, Chen Qiwei, a spokesman for the Shanghai Municipal Government, said last week. (Shanghai Daily).

2.  Prices of Shanghai's luxury residential properties remained strong over the past one-and-a-half months although transaction volume plunged amid weak market sentiment caused by a state-level crackdown on speculation in China's overheated housing market, according to a latest industry research. More than 90% of luxury homes maintained their prices or saw higher prices after the Central Government launched tightening measures on 17 April, Shanghai Centaline Property Consultants Ltd, operator of the city's largest realty chain, said after monitoring sales before and after the policy. "While some of the city's mass market housing developments, mostly in outlying areas, began to offer discounts to lure buyers, prices of the upscale and luxury sector continued to be stable," said Gong Min, a research manager with Centaline. "On one hand buyers of luxury homes have stronger purchasing power than ordinary home buyers who are more vulnerable to mortgage and tax policies, while wealthy buyers in most cases view their properties as a symbol of status, and therefore few of them would make home purchases just for short-term speculation," he said. According to its latest research, nearly 70% of luxury residential projects in the city have kept their prices over the past 6 weeks and more than 21% have seen increases of between 2 and 62%. Only 9% of them suffered a decline in prices during the post-policy period, according to the firm. For example, an apartment at Lyceum Mansion on Maoming Road S. was sold at an average price of RMB115,800/sq m 4 weeks after the launch of the Central Government policy. That compared to RMB71,200/sq m recorded on the same floor of the same building 3 weeks before the new policy. Research by Shanghai Uwin Real Estate Information Services Co found that sales of new homes costing more than RMB50,000/sq m fell to RMB22,509/sq m between May 1 and 30, down 68% from April. The average price of luxury homes rose nearly 7% to RMB71,341/sq m during the period. (Shanghai Daily).

3.  More than 8 million people have visited the World Expo since it opened a month ago. (Shanghai Daily).

4.  Shanghai’s Jiading district hopes to attract more e-commerce companies to register with favorable policies as the booming Internet industry is playing a more important role in the city's economy. 20 e-commerce companies have recently signed contracts to locate their offices to the 3131 Creative Industry Zone in the district. The District Government will offer a housing price discount of 10% or 30% off rents for 3 years to companies registered in the zone. Other favorable measures include a RMB200,000 to RMB500,000 government grant to new companies with registered capital over RMB5m. (Shanghai Daily).

5.  Plaza 889, a landmark commercial project in Shanghai's northwestern Caojiadu area, has unveiled its 50,000 sq m retail space. This marked one of the major accomplishments in a government redevelopment plan which aims to transform the area into one of the city's 12 major commercial centres. Located at the intersection of Wanhangdu Road and Changshou Road, Plaza 889 is a RMB3bn mixed-use project developed by Jiangsu Yueda Group which also includes a 50,000 sq m office development. Under an earlier released government plan, the Caojiadu area will eventually have a total of 400,000 sq m of high-quality retail and office space. (Shanghai Daily).

6.  GuocoLand Ltd – a real estate developer controlled by Malaysian billionaire Quek Leng Chan, said that it is keen to expand "Guoson Centre," a brand for mixed-use landmark projects, to more Chinese cities from its existing 2 as it continues to strengthen its presence across China. The company, the property arm of Malaysian conglomerate Hong Leong Group, officially unveiled its US$80m, 442-room Guoman Hotel on 29 May in Shanghai's Putuo district to herald the entry of the deluxe United Kingdom hotel brand, which runs 4 hotels in London, into the Asian market. Guoman Hotel Shanghai is part of Guoson Centre Changfeng, a US$600m, 500,000 sq m project scheduled to be completed in 2012 which also comprises a shopping mall, SOHO, grade A offices and serviced apartments. "We are very keen to extend our Guoson Centre portfolio, which is under development in Shanghai and Beijing, to more Chinese cities in the future particularly in Nanjing, Tianjin and Chengdu," said Violet Lee, group managing director of GuocoLand (China) Ltd. (Shanghai Daily).

7.  Bank of East Asia – is seeking regulatory approval to issue yuan-backed bonds on the Chinese mainland. BEA also plans to open its rural bank in Shaanxi Province in the 4th quarter of this year, joining HSBC and Standard Chartered Bank, while Citigroup has set up lending companies in rural China. China plans to raise the number of rural banks by more than 10 times to 1,027 by 2011. (Shanghai Daily).

8. Pfizer Inc – is said to have sold its swine vaccine business in China to Harbin Pharmaceutical Group. Harbin Pharmaceutical has paid US$50m for these assets, Reuters said, citing an unnamed source close to the deal. (Shanghai Daily).

9.  Eizo Nanao Corp – a Japan-based display device producer, announced it would invest US$9m to establish a wholly owned plant in Suzhou, Jiangsu Province, to penetrate the high-end medical-used monitor market in China. The Suzhou-based venture, called Eizo Display Technologies (Suzhou) Co Ltd, will start output in October this year. The venture will cover procurement, manufacturing and sales in China. (Shanghai Daily).