戴德梁行:全球楼市速览(2010.02.01)

中国内地

1.市场忧虑内地通胀升温，触发内地提早加息。人民银行副行长朱民表示，首要的挑战是通胀预期，今年控制通胀预期「非常重要」，而且是政府的主要目标。朱民出席达沃斯世界经济论坛年会时表示，近期采取措施控制信贷，是面对有关问题的适当反应，并非意味?内地要撤离货币宽松政策。今年要小心控制信贷增长的同时，亦要确保投资处于平稳水平，以避免经济过热。他指出，并不希望使用控制词语，因银行属商业运营，而市场和人行均期望看见贷款是呈现稳定增长。（信报财经新闻）
　　
2.国土资源部三十一日发布消息说，今年国土资源部将重点清理“小产权房”和高尔夫球场。非官方统计数据显示，中国目前小产权房建设面积达六十多亿平米，相当于中国房地产业近十年来的开发总量。小产权房数量非常之大，而且已成事实，是多年来累积起来的问题。就小产权房问题，国务院要求：一是所有在建及在售小产权房必须全部停建和停售；二是将以地方为主体组织摸底，对小产权房现状进行普查；三是责成领导小组研究小产权房问题，拿出相关处理意见和办法。（中国新闻网）
　　
3.从广州市国土房管局了解到，修订之后的《广州市闲置土地处理办法》也将从3月1日起正式实施。新政规定，经认定土地闲置满1年的，土地闲置费不再按月计收，而是统一规定按出让土地价款20%或划拨土地价款20%一次性征收，比此前按地价的0.8%~1.2%按月征收处罚力度高了近17倍。（中国新闻网）
　　
4.1月30日上午8点32分，由广州南开往武汉的G1002次和谐号高速列车从广州南站缓缓驶出，作为亚洲最大的枢纽站、国内现代化程度最高的铁路客站之一的广州南站正式拉开了序幕。（大洋网）
　　
5.1月29日,拖了大半年之后,北京“中服地块”终于确定了入市时间。由于其位置正处于北京核心商圈,国贸大厦的对面,“中服地块”注定为“高价地”。但是,本次北京市国土局为“中服地块”设定的独特招标条件,或成为今后地方政府学习的一个方向。其招标条件中要求,竞买人必须是金融机构和开发商的联合体,这在国内土地拍卖中还是少见的。（21世纪经济报导）
　　
6.海南省住房和城乡建设厅有关负责人透露，2010年房地产行业开发投资计划完成330亿元，同比增长15%；商品房施工面积将达到2500万平方米，同比增长25%，其中商品房新开工面积将达到900万平方米，同比增长13%。（21世纪经济报导）
　　
7.日前，银监会召开2010年第一次经济金融形势分析通报会议。会上银监会对于今年的信贷政策进行了明确定调，其中调整个人房贷和开发贷是今年的重点工作。而对于此前有部分银行对于改善型住房还存在界定不清的情况，银监会方面已经明确表态，无论是不是改善型住房，只要是二套房就一律要实行首付四成的比例，一旦出现违规，行长将被问责。（新快报）
　　
8.在1月30日结束的北京市两会上表示，由北京多个部门提出的房地产调控政策将于春节前出台。新政策将抑制投机性购房行为。新楼市调控政策具体包括：要加大政策性住房建设力度，调整住房建设用地供应结构；切实增加中低价位、中小套型普通商品房供应；严格二套住房贷款管理，严格执行国家有关个人销售住房的税收政策；进一步加强房地产市场监测和信息发布；加强商品房销售管理，严厉打击不按规定开盘、不公开全部房源、不明码标价、不公开对外销售的违法违规行为。（中国新闻网）
　　
9.华远地产2月1日宣布，其控股股东华远集团在2010将为华远地产提供资金支持，其中涉及两项主要的关联交易。华远集团将在2010年为华远地产担保不超过30亿元的银行贷款，并按不高于0.8%向华远地产收取担保费。同时，华远集团在2010年将为华远地产提供不超过12亿元的周转资金额度。资金使用费由实际使用资金的公司的控股子公司向华远集团支付。资金使用费不超过华远集团取得资金的成本。（观点地产网）细价楼当炒，大型银行为争按揭市占率再见割喉战。消息透露，中银香港予贷款额100万元或以上客户，按息低见P（最优惠利率）减3厘，将罚息期缩至仅两年。此外，汇丰予贷款额100万元以下的客户，亦提供P减2.975厘水平，客户放弃现金回赠，更毋须罚息。业界直指，有关计划令投资者成本降低，进一步谷高细价楼。（东方日报）

　　
香港
　　
1.近期连环出招成功购并市区地皮的英皇国际再下一城，以共逾10亿元，取得西环干诺道西长嘉工业大厦约92%业权，预计整个项目总收购价将逾11亿元，该项目可重建为商厦或商住物业，投资额逾17.5亿至20亿元，若以现时商厦及住宅卖价每方呎1.1万及1.5万元推算，将可套现28亿至近30亿元，保守估计最少获利逾10亿元。英皇国际执行董事张炳强证实，集团上周五透过中介公司田生集团购得长嘉工业大厦约92%业权，连同集团原先持有作印刷业务的10楼A及B单位，收购价共逾10亿元，上址现余下3伙仍未取得业权，正积极与业主磋商，部分业主希望在觅得新经营地点后才出售单位，集团会积极协助。（东方日报）
　　
2.去年底，市场人士原预期，2010年1月的头炮新盘，还以为是新地的元朗YOHOMIDTOWN、置地大坑道的上林、金朝阳大坑的尚峦，抑或是嘉里和市建局连手发展的西营盘新盘——缙城峰，都有望抢先杀出。谁知到头来，反而是新世界发展的西环宝雅山突围而出，而且销售情况理想，确是超出市场本来的预期。（明报）
　　
3.市场看好楼市在春节后会爆发新一轮升浪，触发投资者加码入市。元朗YOHOMidtown及上水天峦酝酿农历新年后推售，新界西北区投资味浓。洋参大王杨永仁，新近以逾3700万元扫入元朗葡萄园两间洋房，望借天峦效应图利。杨氏去年豪掷逾2亿元购入的新蒲岗誉．港湾，刚沽出1伙，获利67万元。（苹果日报）
　　
4.市场消息指，山顶玫瑰别墅一间高层A室楼栋单位，新近以约六千万元成交，以面积约二千六百方呎计算，平均呎价约二万三千零七十七元，创下屋苑自海啸以来的新高价。据了解，原业主于九六年以一千六百万元购入单位，账面大赚四千四百万元。另外，市传中半山爱都大厦高层D室，面积三千三百四十七方呎，成交价六千九百五十万元，平均呎价二万零七百六十五元。据悉，原业主于九八年以四千万元买入单位，是次转手获利二千九百五十万元离场。（星岛日报）
　　
5.港铁九龙南线柯士甸站高价地昨日截收意向书，挟市区海景地皮优势，项目吸引14家发展商争相报名，当中包括长实(CheungKong(Holdings))、新地(SunHungKaiProperties)、恒地(HendersonLandDevelopment)及新世界发展(NewWorldDevelopment)等。有测量师表示，柯士甸站地盘毗邻九龙站新晋豪宅区，反应理想是意料之中，估计每呎楼面地价1.2万元，总地价逾150亿元。港铁公司物业总监何恒光表示，柯士甸站C、D地盘合共接获14份发展意向书，对于市场理想的反应感到高兴，公司会着手进行甄选，并于稍后邀请合资格的发展商及财团提交该项目标书。（大公报）

6.太古地产锐意打造的鲗鱼涌太古坊商业王国，较早前向城规会重提第2期重建发展申请，虽已降低高度，但仍有中信泰富及附近居民提出反对。城规会就上述申请共收到超过200份意见，大部份属于以签名方式表达。其中太古地产恐防有失，发动旗下员工及部份居民签名撑重建，令赞成重建的比例接近九成。（苹果日报）
　　
7.受惠政策发展新界西北区的计划，发展商加快旗下在区内的住宅项目发展。新鸿基地产(SunHungKaiProperties)持有的元朗南生围东成里3个地盘，刚向城规会申请兴建近240幢洋房，共涉约430伙，单位面积以逾千平方呎为主。（经济日报）
　　
Mainland China

1. Sanofi-Aventis – signed an agreement to set up a JV in Zhejiang province to expand its presence in China's consumer health market. The new JV with Minsheng Pharmaceutical Co will enable the French drug maker to build a manufacturing plant in Hangzhou, capital of Zhejiang Province. (Shanghai Daily).

2. Ascendas – Asia's leading business space solutions provider, said it will shift its focus to the development of integrated business and IT parks as well as further expand its real estate funds to accelerate its growth in China. "Instead of providing traditional business spaces, we will offer our tenants a real work-live-play environment in the new generation business and IT parks integrated with a wide range of retail and recreational amenities," said Eric Goh, chief executive officer of Ascendas China. "We expect the strategic move to further sustain our development in the country in the long run." The Singapore-based company currently has 860,000 sq m of assets worth nearly S$1.2bn under management in 9 Chinese cities. It said earlier that it planned to own total real estate assets worth S$2.5bn in China by 2012. The firm is also seeking to strengthen its real estate funds business in the country by adding more projects into its existing China funds. It will also set up new funds that will invest further in the country's property market. Ascendas set up 2 China real estate funds with a combined size of S$1.4bn in 2007 to invest purely in industrial/business park projects and office/commercial properties. "We've been looking for some office developments, particularly located in prime areas in gateway cities like Beijing and Shanghai," Goh said. "Hopefully, we will be able to increase our fund portfolio by the end of this year." Ascendas might also cooperate with some creative business space operators though the idea is still in its infant stage. An example of creative business spaces is The Bridge 8 in Shanghai’s Luwan district, a cluster built from a group of abandoned factories and now home to creative professionals, including architects, designers and advertisers. (Shanghai Daily).

3. Shanghai’s insurance regulator will promote shipping insurance, pensions and health insurance to help propel the city into a leading global financial and shipping centre by 2020, it said. Shipping insurance, for example, is lagging in the city's maritime industry and with the introduction of these products more global firms will also be invited to set up offices in the city to help boost its growth into a global hub. Shanghai is also speeding up the implementation of an "exempt-and-tax" program for individual pensions. The program is one of Shanghai's innovations under the guidelines of the State Council, China's Cabinet, to build the city into a major financial hub by 2020. The program offers an incentive for people to buy retirement policies by cutting their tax payment in China where commercial insurance penetration is still low. The insurance industry, on the whole, performed much better in 2009. Total insurance premiums in Shanghai rose 10.8% to RMB66.5bn last year. (Shanghai Daily).

Hong Kong

1. Hong Kong is the world’s second most “globalised economy” but still underperforms others in terms of labour mobility and technology, according to a join survey by Ernst & Young and the Economist Intelligence Unit. Singapore was at the top of the survey. The first Globalisation Index, which runs from 1995 to 2013, rates economies according to five criteria – trade, capital, technology, labour and culture. (SCMP)

2. MTR Corp said yesterday it had received 14 expressions of interest from developers to build a large-scale luxury residential project above Austin Station in West Kowloon. Among the interested developers are Cheung Kong (Holdings), Sun Hung Kai Properties, Henderson Land Development, New World Development, Kowloon Development, Sino Land, USI Holdings, Hang Lung Properties, Kerry Properties, Nan Fung Development and Wheelock Properties. (SCMP)