戴德梁行：今日全球楼市速览(2010.02.03)

中国内地
 
1.     国土资源部公布，去年卖地总成交额高达1.591万亿元人民币，同比增加63.4%，至于大龙地产竞投的高价地被收回一事，国土部相关负责人响应称，事件有利于今后避免开发商哄抬地价高价地频现情况。国土资源部数据显示，上述卖地总成交中，招拍挂出让价款1.51万亿元人民币，同比增加66.5%，当中房地产用地出让价款1.34万亿元，占出让总价款的84.2%。去年房地产用地供应量增幅较大，中低价位、中小套型普通商品住宅用地减少。房地产用地及住宅用地供应同比增加36.7%及38.8%。（东方日报）

2.     受压抑楼价政策及银行限贷打击，内地多个城市一月份二手住宅成交出现大跌，其中北京、天津上月成交量更大跌70%，而上海及深圳亦分别下跌51%及60%，不过相对于成交量，房价仅轻微调整甚至有少许增加。业内人士预期，房价有进一步下调空间。（东方日报）

3.     国家发改委地区经济司副司长陈宣庆2日在国务院新闻办公室举行的新闻发布会上表示，今年我国还将出台一系列区域发展规划和政策性档。陈宣庆表示，去年我国审批区域发展规划和政策性档数量之多、时间之密集、影响范围之广泛前所未有。今年，结合一些重点地区的实际情况，我国将把一些应该在国家层面加以研究推进的重点区域纳入国家发展战略，研究制定一些区域发展规划和政策性档，最近正在研究制定长江三角洲区域发展规划、京津冀都市圈发展规划和成渝经济区发展规划。（中国新闻网）

4.     2月2日，国土资源部召开保障性住房用地供应管理和土地市场运行情况新闻通气会。会上表示，全国31个省（区、市）和新疆生产建设兵团2009年的保障性住房用地实际供应1.04万公顷，同比增加30.9%；棚户区改造用地实际供应0.3万公顷；农村危房改造用地实际供应0.9万公顷。国土资源部明确，2010年，国土资源部按照国务院办公厅4号档的要求，将加大保障性住房用地供应和监管力度，确保保障性住房用地的有效供应。（地产中国）

5.     国土资源部2日公布的数据显示，2009年，在扩大内需的政策推动下，我国的城市地价从二季度后开始恢复增长势头，北京、上海、成都、广州等一线城市“高价地”不断出现，全年全国土地出让总面积20.9万公顷，同比增加38%。招拍挂出让面积17.8万公顷，同比增加40%，占出让总面积的85%。土地出让总价款为15910.2亿元人民币，同比增加63.4%。其中招拍挂出让价款15098.5亿元人民币，同比增加66.5%。（新华网）

6.     中国银行已于上周下发通知，正式将首套房的优惠利率由7折升至8.5折。而8.5折门坎亦会提高。对于征信系统里不能有逾期记录、职业稳定、银行的VIP客户才有可能申请到8.5折优惠。与此同时，中行已经全面停止了与中介的二手房合作。（中国新闻网）

7.     云南城投2月2日发布公告称，其下属子公司陕西云投在1月29日以3.48亿元的总价竞得一幅位于咸阳市的住宅土地。该地块位于陕西咸阳市世纪大道以南，上林路以西，创新二路以北，沣东路以东，总出让面积为287782平方米，容积率3.5。（观点地产网）
8.     2月1日下午，大鳄中海地产连手九龙仓以27亿元的价格拿下了天津2010年出让的第一幅大面积地块。该地块位于天津河北区铁东路东侧，地块分为五部分，总面积为150442平方米，规划建筑面积488428平方米，其中75%规划为住宅项目，约25%为商业项目用地，整个地块的起始价为19.4亿元。按照27亿元的成交总价计算，其楼面底价已经达到了5500元每平米。（观点地产网）

9.     鉴于房贷违约率正在上升，中国银监会要求银行上调第三套住房的贷款利率和首付比例，以遏制房地产投机。银监会还要求银行停止对那些囤积土地或蓄意捂房惜售的开发商发放新贷款，并采取措施确保现有贷款得到偿还。银监会还表示，随着投资者进行所谓的利差交易，流入中国资产的外资已显著增加。（大公报）
香港
 
1.     港澳发展战略研究中心（内地半官方智囊机构）研究员马建波指出，去年在全球量化货币宽松政策及中国适度货币宽松政策驱动之下，大量热钱流入股巿及楼巿，令房地产巿场飙升，超高的楼价形成巿场泡沫。他认为，泡沫仍未爆破，预期包括对发展商有所限制的后续性调控措施，将逐步推出。（明报）

2.     随着买家入市意欲上升，刺激逾亿元的大额豪宅交投增加，港岛南贝沙湾刚有一个特色户以约1.1亿元售出，呎价近2万元。另南区OceanBay继上月下旬有洋房以逾1.06亿元易手后，另一幢洋房近期获买家以约9,600万元洽购。（东方日报）

3.     铺位交投旺，消息指，资深铺位投资者叶兆球刚以约6500万元，沽出中环兰桂坊地铺，持货逾两年赚2120万元，升值48.4%。上址为兰桂坊3号，约700方呎，成交价6500万元，呎价92857元。目前该铺由7-Eleven便利店承租，月租16万元，回报约3厘；原业主叶兆球于07年底以4380万元购入物业。（苹果日报）

4.     尖沙嘴汉口道三十三A地下，面积约一千三百九十方呎，连约一千三百九十方呎阁楼，以一亿二千万元洽至尾声，料短期内易手。市场消息指，尖沙嘴汉口道三十三A地下，租约期至一一年，月租约二十九万元，若该物业以上述成交价易手，回报约两厘九。据悉，业主为谭姓投资者，于○三年以一千四百七十万元购入上述物业，持货至今七年，现将物业转售，期内升值约七点一六倍。（星岛日报）

5.     所谓「物以罕为贵」，地皮供应较少的港岛区，近年供应多以豪宅新盘为主。而东半山、跑马地一带，本年有3个豪宅新盘推出，当中包括置地旗下东半山上林、合和实业旗下跑马地乐天峰，以及嘉华国际旗下肇辉台6号，合共提供约196个单位。市场人士预期，上林更有望成为首个推出的项目。（经济日报）

Mainland China
 
1.     Home sales in mainland cities declined again in January from a month earlier as buyers continued to show reluctance to enter the market because of uncertain regulatory risks. Data compiled by Australian investment bank Macquarie show that in the top 10 key cities property transaction volumes dropped by an average 39 per cent over the first three weeks of January compared with the same period in December. (SCMP)

2.     Investments accounted for 92.3% of China's GDP growth in 2009, the National Bureau of Statistics said yesterday. Of the 8.7% expansion for the GDP last year, investments contributed 8 percentage points, said a statement on its Website. Consumption contributed 4.6 percentage points, or 52.5%, of last year's GDP growth, while net exports dragged down GDP growth by 3.9 percentage points, or 44.8%, said the statement. China's investment in fixed assets totaled RMB22.48 trillion in 2009, up an annual 30.1%, and retail sales in 2009 climbed 16.9% y-o-y to RMB12.53 trillion. The total value of foreign trade in 2009 dropped to US$2.21 trillion, down 13.9% y-o-y, and the trade surplus fell 34.2% to US$196.1bn, according to the bureau. In 2007, investments contributed 4.3 percentage points to GDP growth, consumption 4.4 percentage points and net exports 2.7 percentage points, according to the bureau. (Shanghai Daily).

3.     China's local governments saw revenue from land sales rise more than 60% in 2009 as the country's property market surged, figures from the Ministry of Land Resource revealed yesterday. Local governments generated RMB1.59 trillion from the sale of 209,000 ha of land in 2009. Of that, 103,000 ha were sold to real estate developers, up 36.7% y-o-y. Land sale revenue for property development hit RMB1.34 trillion, accounting for 84% of the total. The rebound in China's property market began in the 2nd quarter of 2009 when average housing prices soared 23.5% from the previous year, according to the National Bureau of Statistics. Housing prices in China's 70 large and medium-sized cities rose 7.8% in Dec from a year earlier, the fastest increase in 18 months, the bureau said. (Shanghai Daily).

4.     The Shanghai banking regulator yesterday asked banks to closely monitor increasing risks from property loans this year as sour loans for commercial real estate projects have been rising. Property lending accounted for 27% of outstanding loans in Shanghai. The contribution is even higher when loans to the construction sector or loans with real estate used as collateral are factored in the banking regulator said. The outstanding value of total loans at all banks in Shanghai jumped 22.95% to RMB2.97 trillion at the end of last year, according to the People's Bank of China data. Property transactions and prices have risen rapidly in Shanghai since Mar, and auction prices of land parcels in the city surged against the background. In Shanghai, prices of existing properties rose to RMB14,700/sq m on average in Dec, an annual surge of 41%. Prices of new homes rose 65% from a year earlier to an average RMB20,187/sq m in Dec. Despite rising bad loans in commercial property projects, the total sour loans in the city fell overall. The bad loans at banks dropped RMB907m to RMB34.66bn at the end of 2009. The non-performing loan ratio also edged down 0.29 percentage points to nearly 1.2%. The CBRC asked big banks to set aside provision of more than 150% against bad loans. The average provision at commercial banks in Shanghai rose to 151.4% at the end of 2009, up 26.3 percentage points from a year earlier. The local banking regulator also asked domestic banks to promote the top-end lucrative private banking business, an area now dominated by overseas banks. (Shanghai Daily).

Hong Kong
 
1.     Major developers are likely to speed up the release of new housing projects as low interest rates and rising salaries underpin buoyant buying sentiment in both primary and secondary markets, property agents say. Nearly 5,000 completed or near-finished new units await release, agents say. Strong sales achieved by an uncompleted project, Belcher's Hill in Western district, over the weekend are likely to persuade rival developers to release their new projects for sale. (SCMP)

2.     Hong Kong property transactions in January more than doubled from December to 12,380, according to the Land Registry. The surge came after the global financial crisis dragged home sales to just 5,759 in January of last year. The latest figure also represented an 11.4 percent increase from 11,112 in December. Residential homes made up 86 percent of all transactions registered last month. Total transactions registered last month amounted to HK$44.7 billion, up 139.3 percent from a year earlier and 4.3 percent from December. The home market picked up last month as prospective homebuyers re-entered after taking a breather in the final quarter last year on concerns of policy adjustments, Dow Jones Newswires reported.  (The Standard)