中國內地
1.繼上海預料成為房產稅首個試點城市後,內地又傳出計劃在湖南或湖北省的商業地產開徵物業稅。至於國務院拍板推進的房產稅,中資證券行對能否在短期內推行及其影響力均看法出現分歧。據《中國證券報》引述消息人士指出,國稅總局財產和行為稅司司長陳傑明確表示,湖北、湖南兩省將進行物業稅的先行試點改革;湖北省發改委早前在向財政部上報的改革方案中已提出,將在武漢綜合配套改革試驗區內實施物業稅改革,將相關稅費進行歸併,但不會取消土地出讓金。報道未有提及試點項目的具體時間表,但指徵收範圍仍以商業地產為主。據了解,目前商業地產一直在徵收房地產類稅收,房產稅是其中之一,該稅種針對經營用房(主要是商業地產)的保有環節徵收。(信報財經新聞)
2.中國房地產測評中心發佈《2010年中國房地產上市公司測評研究報告》稱,進入2010年前50強房地產企業的總資產值為17791.68億元,同比增長38.804%,營業收入為4060.41億元,增長48.30%,而淨利潤則大幅增長了67.38%,為838.41億元。此外,房地產上市公司前10強佔前50強業務收入比為52.04%,表明房地產行業規模化趨勢明顯。預計,在回款週期拉長、信貸收緊、負債率高企等因素下,房地產企業50強中資產負債率超過70%的13家,未來可能陷入資金困境。(中國證券報)
3.商業銀行對地方政府融資平臺貸款的第一批排查已於近期收官。排查結果顯示,平臺貸款風險在可控範圍之內。另據有關人士透露,監管層要求商業銀行嚴禁進入不在“4萬億計畫”涵蓋範圍之內,且以政府融資平臺為主體的新開工專案。(上海證券報)
4.今年起至2012年,北京朝陽東壩地區將開發建設200萬平方米的大型居住區。根據規劃,整個東壩邊緣集團將建成北京最大規模居住區,用地規模相當於2至3個天通苑。主要用於建設限價房和經適房。(新京報)
5.瑞安房地產發佈公告稱,於2010年1月15日,貸款人同意更新及將貸款融資的金額由11.8億元人民幣,提高至16.51億元人民幣,而瑞房同意更新及修改擔保的條款,並成為唯一擔保人以符合已更新貸款融資的再融資協議內所列的條款及條件。該貸款用於資助上海瑞虹新城專案的建築及發展成本。(觀點地產網)
6.中體產業發佈公告稱,公司控股54.95%的的子公司上海奧林匹克置業投資有限公司與撫州市宏基置業有限公司簽署了關於上海康都置業有限公司的《股權轉讓協議書》,以人民幣73,657萬元的轉讓金額,將上海康都置業有限公司100%的股權轉讓給撫州宏基。(上海證券報)
7.深鴻基發佈公告稱,為實施集中資源發展房地產業務的戰略目標,整合西安現有房地產項目公司,樹立、推廣“鴻基地產”品牌,公司與深圳市百川盛業投資有限公司簽署股權轉讓協議,百川盛業公司將持有的西安深鴻基地產40%股權轉讓予公司,轉讓價格為2.05億元。(證券時報網)
8.據上海聯合產權交易所資料顯示,中石油集團正在以1.13億元掛牌轉讓旗下的一處名為“上海中國石化大廈置業發展公司”的物業股權,出售原因尚不清楚。該物業由中石油寧夏化工廠持股48%。核心資產為地處浦東大道1525號的石化大廈1-6層裙房及部分辦公用房,合計建築面積為1.31萬平米。(觀點地產網)
9.北京金隅股份以總代價約26.5億元收購大股東水泥、新型建材、房地產開發及投資性物業等10餘家企業股權及資產。其中,金隅斥資約5億元收購水泥相關股權及資產,占總代價約20%。(觀點地產網)
10.友好集團公佈兩宗投資商業地產的計畫,兩個投資專案合計約3.6億元,其中僅用於購買房產的費用約為2.4億元,其他投入1.2億元。其中,友好集團擬與新疆天工房地產開發有限公司簽署《預購意向書》,購買該公司位於伊寧市史達林街與解放路交匯處的伊犁銅鑼灣B區商業房產,該項目總面積為3.2萬平方米,價格每平方米5500元,共計約1.77億元。(證券時報)
11.中電熊貓置業以底價78000萬元競得NO.2010G18南京棲霞區北苑西路居住用地,總出讓面積為53489.9平方米,折合樓面地價6628元/㎡。(搜狐焦點網)
香港
1.隨著經濟復蘇,收入和就業情况逐步改善,政府統計處昨發表4月份零售總銷貨值臨時估計為251億元,按年升15.6%。扣除價格變動後,4月零售業總銷貨數量按年升12.4%,當中以汽車銷貨量升幅最勁。零售管理協會指出,受歐洲股市及樓宇買賣等不明朗因素影響,本港出口業預料會受前者影響,估計到9月才能看到本港經濟能否全面恢復。與2009年同期比較,本年首4個月的零售業總銷貨價值上升18%,總銷貨數量上升15%。按商店主要類別分析,今年4月與去年同期比較,汽車及汽車零件的銷貨數量升幅最大,上升54%,其次為電器及攝影器材(零售量上升26.1%)及珠寶首飾、鐘表及名貴禮物(上升22.1%)。政府發言人指出,零售業銷售在4月份繼續錄得雙位數字的按年升幅,收入和就業情况隨著經濟復蘇逐步改善,訪港旅遊業增長,有助改善零售業務。(明報)
2.樓市氣氛持續放緩,加上南昌站項目上周流標,大市氣氛進一步回軟,有測量師就即時調低下周拍賣的何文田佛光街地盤估值,下調幅度約一成,現時估值約由七十一億至九十八億元,亦有業界指,預期未來有多幅豪宅地皮推出,因此對地皮的估值會傾向保守。何文田佛光街地皮,地盤面積約十七萬四千方呎,地積比率約五倍,可建樓面約八十六萬九千二百四十七方呎,現時市場一般估值約由七十一億五千萬至九十八億元,樓面呎價約由八千二百二十五至一萬一千二百七十四元。(星島日報)
3.永安郭氏家族成員郭志權及有關人士,沽售山頂加列山道五十一號群樂居J號屋。土地註冊處資料顯示,物業於上月廿九日,以一億七千五百萬元易手。據了解,單位面積四千三百九十一方呎,呎價達三萬九千八百五十四元。市場人士指,九龍塘嘉柏山一地下連花園單位,二千八百二十四方呎,以三千八百八十萬元沽,呎價一萬三千七百多元。(星島日報)
4.觀塘億利達工業大廈全幢,剛以三億一千五百萬易手,面積約十五萬零一百七十二方呎,平均呎價二千零九十六元,由上市集團承達國際購入。該大廈由原業主億利達集團自行興建,並持有物業自用多年,地盤面積約一萬六千五百方呎,建築面積約十五萬零二百六十八方呎。物業連停車場共有十一層樓面,擁有載客電梯及載貨電梯各兩部,並擁有貨櫃車位,可供貨櫃車停泊。(星島日報)
5.政府規管樓宇銷售的九招十二式昨日正式生效,運輸及房屋局局長鄭汝樺指出,據了解,地產建設商會昨日已就銷售未建成新單位發出指引,至於已落成的單位,因執行細節尚待研究,故可望亦可盡快落實有關執行細則及指引。商會認為,在已落成的一手樓銷售方面,仍需時研究落實的技術及法律問題,商會表明,原則上同意政府的方向,現正盡力與運輸及房屋局商討,謀求解決方法。(成報)
6. 政府昨發表資助市民自置居所諮詢文件,共五十四頁,不少篇幅回應過去的房屋資助措施後,提出三大關鍵問題,包括為何資助市民自置居所、應協助哪些人士及以哪種形式協助。在三大問題中,再仔細提出種種疑問,例如問到能夠負擔在私人市場購置居所的人士,是否應繼續依靠其自己的能力達成置業願望。文件又提出多個考慮前提,包括任何政策都不應該削弱港人自力更生的優良本質,亦須考慮對社會各階層人士的公平性;任何形式的資助房屋(例如興建居屋),由籌建至落成,需要最少五至七年的時間等。(星島日報)
Mainland China
1. China’s manufacturing sector lost some growth momentum in May but was still expanding, 2 surveys showed. The slowdown was largely due to a seasonal effect and tightening policies aiming at controlling the risk of an overheated economy, analysts said. They said the figures still indicated a healthy expansion in manufacturing. The official Purchasing Managers' Index, a comprehensive gauge of industrial activity, moderated 1.8 percentage points from a month earlier to 53.9% in May, the China Federation of Logistics and Purchasing said. A reading above 50 points to expansion and it was the 15th straight month for the index to stay above that line. A survey by HSBC showed that China's manufacturing purchasing managers' index settled at 52.7 last month, down from a revised 55.2 in April. May's reading was the lowest in 11 months. The official PMI is weighted heavily toward big domestic companies; the HSBC survey more toward privately owned and export-oriented firms. (Shanghai Daily).
2.Multinational firms are expected to increase procurement value by 30% in Shanghai this year, thanks to the recovering economy and their expansion plans in China, a US-based business-to-business media firm said. In 2010, multinationals, including Wal-Mart, Honeywell and Dell, will spend US$50bn on procurement in Shanghai, an annual increase of 30%, according to Global Sources. China's retail market value is set to grow 79% annually from 2009 to RMB20.8 trillion in 2014. The value of the electronics market will jump 55.8% to RMB1.38 trillion in the period, according to the China Retail Report. Dell, the world's No. 2 PC maker, plans to increase procurement in China from US$23bn in 2008 to US$25bn this year. Asian consumer electronics markets, led by China, will account for 36% of the global market next year from 34% now, according to the US Consumer Electronics Association. More than 3,000 Chinese retailers, including Bailian Group, Trust-Mart and Wangfujing Store, have set up procurement offices in Shanghai, Global Sources said. (Shanghai Daily).
3.Yum! Brands Inc – said there are now 3,000 KFC stores in China. Since June last year, the US company said it has opened 400 new KFC restaurants and entered 30 cities nationwide, beating earlier expectations. (Shanghai Daily).
4.Outokumpu – a leading producer of stainless steel, launched a service centre in Jiangsu Province to boost production and sales of special grade stainless steel in the domestic market. The company invested some US$24.5m to build the 42,000 sq m facility with an estimated annual capacity of 30,000 tons. (Shanghai Daily)
Hong Kong
1.Hong Kong retail sales rose for the eighth consecutive month in April on the ongoing economic rebound but growth moderated from the past two months on a year-to-year basis. Turnover surged 15.6 percent to HK$25.1 billion, while volume, excluding inflationary factors, climbed 12.4 percent from a year earlier, the Census and Statistics Department announced yesterday. But sales volume growth moderated from the 31.5 percent in February and 17.3 percent in March. Automobile sales surged 54 percent, while digital appliances rose 26.1 percent and jewelry leaped 22.1 percent. (The Standard).
2.Henderson Land Development believes Hong Kong's housing shortage will ease in the next few years since its land bank can provide 45,000 new units, which is equivalent to the total supply of new housing for four years. Chairman Lee Shau-kee yesterday said the company had replenished its land bank by acquiring old buildings, paying land premium levies and converting agricultural land into residential use. By the end of last month, Henderson owned sites available for development with a total gross floor area of 32 million square feet, enough for 45,000 units. Most of the sites would be developed into mass residential projects providing 500 to 600 sqft flats. (SCMP).