戴德梁行：今日全球楼市速览(2010.02.02)

中国内地

1.1月27日，招商地产联合会德丰以6.8亿总价，拍下了位于佛山南海狮山中心城区的三幅城镇住宅用地，双方各占50%的股权。三幅地块均位于南海区狮山镇狮山办事处农场村委会，占地面积合计约14.2万平米。资料显示，该地块由瑞嘉投资实业有限公司、博实控股有限公司竞得。瑞嘉投资实业有限公司为招商地产全资子公司，博实控股有限公司则属于香港会德丰。该地块起拍价为4.28亿元，创造了狮山居住用地起拍价的纪录，该地块也是近年来狮山政府继南海湖景湾、锦绣华庭项目后，第三块位于狮山中心城区的大型居住项目用地。（南方都市报）

2.去年创下北京“双料高价地”的顺义后沙峪地块，因开发商大龙房地产开发有限公司(以下简称“大龙公司”)逾期未签订出让合同，该地块被政府收回。2月1日，市国土资源局发布公告，取消大龙公司该地块的竞得资格，同时对于大龙公司已交纳的2亿元竞买保证金将不予退还。（中国新闻网）

3.上海证大置业2月1日以92亿2千万元竞拍价格击败新黄浦、中华企业(联合)、复地集团(联合)等3家开发商竞得上海外滩8-1金融地块项目用地，再次刷新上海高价地纪录。公开资讯显示，该地块出让面积为45471.9平方米，出让范围为东至中山东二路，南至东门路，西至人民路，北至龙潭路。（中国新闻网）

4.2月1日上午，由天房集团开发建设的限价商品房天房雅韵正式开盘，这是继舒畅园之后津城本月内开盘的又一限价房项目。据了解，天房雅韵专案总建筑面积36万平方米，为目前本市最大规模限价房，首期开盘可提供住房2000余套，全部建成后预计可解决4000多户中低收入居民的住房问题。（北方网）

5.世茂集团打算把华东地区总部设在宁波，同时宁波还将是世茂投资的重点城市之一。世茂集团已与宁波市达成的项目包括北仑春晓项目、江北湾头项目的合作协定。北仑春晓项目位于宁波北仑新区南部，毗邻梅山岛，定位为“长三角生态休闲旅游小镇”。江北湾头专案开发专案包括五星级酒店、商业中心、文化娱乐设施等，规划结构为“九岛一星”。此外，宁波东部新城综合体专案、江东核心区专案等正在洽谈。该些项目总投资逾400亿元港币。

6.1月29日，中粮置业与新兰房产签订《关于买卖新梅太古城专案一期之框架协议》。根据协定，新兰房产拟以人民币13.5亿元的总价将上海“新梅太古城一期”专案以商品房销售的方式整体出售给中粮置业。“新梅太古城一期”项目是大型购物中心，目前已基本竣工并取得预售许可证。新梅太古城一期目前预测的可售建筑面积64672.08平方米。
　　
香港

1.金管局昨公布，截至2009年底，负资产住宅按揭贷款宗数由第3季尾的835宗减少至466宗，按季减少44%，为2001年有纪录以来的最低水平。有研究指出，只要楼价再升5%，宗数会再跌至100宗以下；楼价再升10%，负资产住宅便可望消失。金管局指出，截至2009年底，负资产住宅按揭贷款涉及的金额由去年9月底的15亿港元，减少至7亿港元，另外负资产拖欠3个月以上贷款所占比率由9月底的0.82%，下降至0.57%，原因是负资产住宅按揭贷款拖欠额的跌幅较总额的跌幅大。（明报）

2.金管局总裁陈德霖引述业界数据指出，去年内地人士来港买楼约占一成，各大发展商今年亦希望吸纳更多内地客，务求旗下楼盘卖得更高价钱。（明报）

3.2010年首月楼市丁财两旺，整体楼宇买卖合约登记录得12,367宗，较去年12月上升11.3%，创去年9月份后4个月新高；涉及金额447亿元，亦较上月上升4.3%，整体登记宗数连续第10个月高企一万宗以上，当中二手成交持续上升，宗数及金额皆按月上升逾25%。（文汇报）

4.上环信德中心一中层单位，面积二千五百四十九方呎，以每方呎价一万二千二百五十元易手，物业于三年间升值逾两成二，买家收取回报四厘二。消息人士透露，上述成交为信德中心西翼一三○五室，涉资三千一百二十二万五千二百五十元，该物业连约易手，现时呎租四十三元，租约还有一年，以易手价计算，回报达四厘二。上址原业主于○七年底以每方呎一万元购入上址，涉资二千五百四十九万元，持货三年，帐面获利五百七十三万五千二百五十元，物业升值百分之二十二点五。（星岛日报）

5.新世界发展西环宝雅山热卖，市场指开卖短短3日已售出127伙，占全数152伙的83.6%，昨日更有买家扫货。嘉里建设有见宝雅山销情炽热，最快周内开卖西营盘缙城峰。消息指，一本地客斥资逾4600万元，一口气扫入宝雅山4伙，分布18至45楼，面积均逾900方呎，作价950万至1330万元，当中45楼C室，964方呎，售价1330万元，呎价高达1.38万元。（苹果日报）

6.土瓜湾马头围道45号J旧楼倒塌惨剧，对旧楼小业主造成心理恐慌，加促旧楼并购，其中位于筲箕湾道及教堂里一列旧楼，有小业主在事故后主动求售，令田生集团刚成功收购逾80%的关键性业权份数。据了解，田生早于08年，已就筲箕湾道383A至399号，以及教堂里2至14号旧楼，展开收购工作，占地约13,600平方呎，田生分两阶段进行收购，其中筲箕湾道387至399号，以及教堂里8至14号旧楼为首期，会先行收购，下一步会收购其余旧楼单位。（经济日报）

Mainland China

1.Mainland statistics can be notoriously inaccurate. But when it comes to the property market, the wild disparity between official data and reality has less to do with Beijing fudging the numbers than a so-called “yin yang” contract subterfuge designed to avoid taxes. Real estate experts describe a widespread illegal practice between buyers and sellers that dramatically understates transaction prices. It is a scheme that robs the government of revenues and yet one that officials are reluctant to crack down on for fear of spooking the property market. (SCMP)

2. Beijing’s effort to rein in a bank lending binge appear to have taken effect. Loan growth slowed sharply in the last 10 days of January with big banks being forced to stop extending credit while speeding up collection on overdue loans. (SCMP)

3.The mainland manufacturing sector continued to expand in January, mainly on the back of improving external orders and rising inflation pressure. That is according to two sets of data on the nation's purchasing manager index out yesterday. The news caused a slide in most Asian stock markets, as it rebooted concerns about more tightening measures from Beijing policy makers. (SCMP)

4.A 57,000 sq m plot sitting south of the historic stretch of the Bund finally fetched RMB9.22bn yesterday and became the most expensive parcel in Shanghai by both total and average price. Privately owned Shanghai Zendai Property Ltd emerged as the winner of the plot after beating 3 domestic rivals. The plot, with a starting price of RMB9bn, was sold for an average price of RMB34,148/sq m, also the highest on the Chinese mainland so far. (Shanghai Daily).

5.New home sales halved in Shanghai in Jan from a month earlier due to sluggish buying momentum, which was affected by a series of government cooling measures that aim to curb property speculation. Sales of new homes, excluding those designated for relocated residents under urban redevelopment plans, plunged 51% to 700,000 sq m last month, Shanghai Uwin Real Estate Information Services Co said yesterday. However, the average price remained stable at RMB19,953/sq m, falling just 1.1% from Dec, Uwin statistics showed. On the supply side, 730,000 sq m of new houses came into the local market, a monthly tumble of 47%. Analysts said new home transactions won't rebound notably as the Spring Festival approaches while housing prices might continue to hover around the current level. Meanwhile, the transaction volume in the existing property market also fell from a month earlier, said Century 21 China Real Estate, which launched its initial public offering on the New York Stock Exchange a few days ago. (Shanghai Daily).

Hong Kong

1. The Monetary Authority has signaled that the HK$300 billion of hot money invested in the initial public offerings of mainland companies over the past few months may flow out at any time as the firms begin spending the funds at home. HKMA chief executive Norman Chan Tak-lam, however, played down concerns about the capital outflow, and said continued hot money inflows posed the greater risk. Until November, 77 per cent of these mainland firms' fund raisings, or HK$260 billion, was still in Hong Kong, Chan told a Legislative Council panel meeting yesterday. It estimated that there was still about HK$300 billion at the end of last year. Many market participants believe these mainland companies would need to bring these funds raised in Hong Kong back home for their expenses. But this would take time. (SCMP)

2. Hong Kong retail sales in December jumped the most in 20 months - beating market expectations - as consumer confidence continued to recover. Sales rose 16 percent by value to HK$29.39 billion, the strongest growth since April 2007. Sales volume climbed 11.3 percent, according to government statistics released yesterday. Sales of big-ticket items benefited the most - the sales value of jewelry surged 47.4 percent, cosmetics grew 16.7 percent and electrical goods rose 16.2 percent. Auto sales soared 30.9 percent. (The Standard)