戴德梁行：今日全球楼市速览(2010.04.07)

中國內地

1. 中央政府門戶網6日全文刊登國家發改委對《2009年經濟和社會發展計畫執行與2010年草案報告》的解讀，提出要進一步加強房地產市場調控、加強對人民幣匯率風險監測和適時發佈、推進多層次資本市場建設、擴大服務業直接融資規模等，被視為最新的政策風向標。（中國證券報）

2. 財政部公佈2010年工作要點，具體包括九個方面三十七項重點。其中關鍵包括將繼續實施積極的財政政策，著力調整國民收入分配格局，推進財稅制度改革，優化財政支出結構，完善房產稅制度。（觀點地產網）

3.  國土資源部進一步簡化土地審批手續，申報要件從以往的35件減少為10件，審批週期從原來的半年壓縮至兩個月。（中國新聞網）

4. 中國指數研究院的最新統計顯示，３月全國70個重點城市共推出土地1073宗，環比增加35%，同比增加74%；共成交土地1049宗，環比增加65%，同比增加111%；而土地調控的效果也有所顯露，繼2月土地價格下調後，3月成交地塊的樓面地價進一步下降。（上海證券報）

5. 上海於全國率先醞釀土地出讓金付款新規則，按付款方式將土地出讓期限分別縮短至30天和三個月：第一種方式要求競得開發商在簽訂出讓合同15天內支付20%的土地出讓金，並且在30天內付清全款；第二種方式要求競得開發商在10天支付總額50%的土地款，餘款在合同簽訂日算起90天（即三個月）內付清，開發商需要同時支付餘款產生的利息。（東方早報）

6. 《廣州市土地利用總體規劃(2006-2020年)草案》近日公開向廣州市民徵求意見。草案規定劃分出“允許建設區”1404平方公里、“有條件建設區”280平方公里、“限制建設區”4510平方公里和“禁止建設區”1093平方公里。針對不同分區，廣州市實行了差別化土地政策。（證券時報

7. 受季節因素影響,今年首季深圳市企業景氣指數為146,雖比上季度回落6.6點,但與去年同期相比還是提升34點,總體經營狀況仍保持良好態勢。其中,房地產業企業景氣指數比上季度回落了13.3點,在各行業中回落較大,但景氣度仍居各行業之首。（南方日報）

8. 今年3月份北京租賃市場異常活躍，前三周已經比2月份翻了一番多，整個3月份，由於房價上漲導致的購房者“轉購為租”現象增多，大概占了整個租賃量的10%-15%。（京華時報）

9. 上海以招標形式出讓莘莊地鐵上蓋大型綜合性地塊。此次招標將直接以評標結果決定土地中標人，這種模式下，報價因素僅占最後評標結果的30%。隨著位於地鐵一號線莘莊站上方地塊出讓公告的發佈，在上海延續多年的“價高者得”的土地出讓模式第一次發生轉變。（東方早報）

10. 兩則“瓊中縣國有土地使用權掛牌出讓公告”現身海南省土地礦產市場網，“封地”近三個月的海南省正式恢復土地供應。（上海證券報）

11.湖南省今年將嚴格執行房地產用地開發利用申報制度，從４月起，市、縣國土資源管理部門要建立房地產用地開竣工申報制度，用地者應當向國土資源管理部門書面申報項目開工、竣工時間。（證券時報）

12. 鷹君集團宣布，擬向非執行董事羅康瑞收購妙園投資三分之一權益，以取得上海盧灣區一○八號酒店權益，並由旗下朗廷酒店負責獨家管理及經營，為期二十年；集團預計，整個收購計劃包括代價、向主席羅嘉瑞支付的購買費及財務援助等，所須支付的總金額約五億七千萬元。該項目位於盧灣區一○八號地段，屬毗鄰新天地的酒店項目，樓高二十四層連五層地庫，總建築面積約五十六萬方呎，提供三百五十七個房間，預料第三季完工。妙園投資原與第三方持一○七號酒店和一○八號酒店各一半權益，羅康瑞一方已同意進行所有權分離，預料年底前完成。（信報財經新聞）

香港

1. 九龍灣常悅道二十號環球工商大廈地下1A及1B室，面積合共約三千四百九十方呎，以約五千五百萬元洽至尾聲，料於短期內易手，平均呎價約一萬五千七百五十九元，回報約七厘二。（星島日報）

2. 市場指，土瓜灣榮光街五十二號一樓全層，面積約一萬六千五百方呎，成交價四千四百二十八萬元，折合呎價約二千六百八十四元。消息稱，北角電氣道一百二十號全幢，以約四千七百萬元易手。（星島日報）

3. 尖沙咀海防道續獲零售商搶租，消息指，米蘭站剛以100萬元，承租海防道舖，呎租高達667元。市場消息透露，尖沙咀海防道51至52號地下C及D舖，面積約1,500平方呎，現由眼鏡88承租，舖位剛獲新租客以每月100萬元承租，呎租約667元，該舖位由信置持有。（經濟日報）

4. 數年內地資金成為香港樓市的重要支柱，據本報統計數據所得，3月一手新盤市場錄得約1,200宗成交，其中內地客佔20%至25%，即內地客單月購入約240至300個單位，涉及資金約15億至20億元。而上月出手最豪的內地客，是一名溫州人於3月29日，動用約6,217.6萬元，購入九龍站天璽皇鑽璽極高層C室，面積2,144平方呎，呎價2.9萬元，創九龍區標準分層單位呎價新高。（經濟日報）

5. 市場消息透露，一個內地投資移民客，鍾情西灣河逸濤灣的居住環境，先後購入4個大單位，共涉資約4,448萬元，其中2座高層D室，面積1,118平方呎，成交價1,308萬元，呎價11,699元。（經濟日報）

6. 市場消息指，跑馬地愉富大廈B座高層○二室，面積約二千三百二十九方呎，望正南山景，剛以約三千四百七十萬元成交，呎價約一萬四千八百九十九元。據了解，上述物業連租約易手，市值租金介乎七萬二千至七萬五千元，回報約兩厘六。原業主於○八年一月購入上述物業，當時作價約三千零五十萬元，持貨至今兩年多，現將物業轉售，帳面獲利約四百二十萬元，物業期內升值約一成四。（星島日報）

7. 市場接連錄得豪宅趕及調高印花稅前易手個案，莊士機構公布，在3月31日以4.63億元出售深水灣香島道37號D屋，成交呎價55795元；集團預計，完成交易可錄得約2.33億元收益。（信報財經新聞）

Mainland China

1. China's GDP returned to an annualized double-digit growth of 10.7% in the 4th quarter of last year, the fastest pace in more than 2 years after the government launched massive economic stimulus measures. (Shanghai Daily).

2. New home sales more than doubled in Shanghai in Mar amid increased supply but the city's new housing market is still far from a strong recovery. Sales of new homes, excluding those designated for relocated residents under urban redevelopment plans, soared 150% from Feb to 800,000 sq m, Shanghai Uwin Real Estate Information Services Co said. New home supply more than tripled to 700,000 sq m during the period while the average price remained almost unchanged at a high of RMB19,767/sq m. About 1.43 million sq m of new homes were sold in Shanghai in Mar 2009 when supply reached 1.25 million sq m, according to Uwin statistics. While the general market has been gaining some strength, the high-end sector has seen an even slower pace of increase. A total of 19,000 sq m of new residential properties, costing more than RMB50,000/sq m, were sold across the city last month, an increase of 12.2% from Feb. The average transaction price gained 2.8% from a month earlier to RMB71,202/sq m, Uwin reported. 2 developments in Huamu, Pudong New Area, were best sellers last month by transaction volume. Seasons Villas by Hutchison Whampoa sold 4,673 sq m, or 14 units, at an average price of RMB79,357/sq m while Yanlord Town, a project by Singapore's Yanlord Group, posted sales of 3,485 sq m, or 28 units, at an average price of RMB51,505/sq m. (Shanghai Daily).

3. Manufacturing across China grew at a faster pace in Mar, indicating an even stronger expansion in the industrial sector after the Chinese New Year holiday, 2 key indices showed. The official Purchasing Managers' Index, a yardstick of manufacturing activities, increased 3.1 percentage points from a month earlier to 55.1 in Mar, the China Federation of Logistics and Purchasing said. The HSBC China Manufacturing PMI rose to 57, its 3rd highest level on record and up from 55.8 in Feb. 50 is the threshold indicating expansion. Moreover, China's industrial production climbed 20.7% from a year earlier in the Jan-Feb period, up from the increase of 18.5% in Dec. (Shanghai Daily).

4. The number of millionaires on the Chinese mainland rose 6.1% to 875,000 last year due to China's strong economic performance and a rebound in asset prices, the latest Hurun Wealth Report said. Shanghai came in 3rd in the number of millionaires with 122,000 of them, after Beijing and Guangdong Province, said the report, in which the minimum threshold for inclusion was RMB10m. The number of rich people in these 3 cities accounted for 48% of the mainland's total, according to the report released by the Hurun Research Institute, which is best known for its China Rich List. (Shanghai Daily).

5. Lots more shops and restaurants are coming to the newly opened Hongqiao Transport Hub in Shanghai, operator officials said. By 1 July, when a new high-speed railway line opens, the number of commercial outlets will grow to 160 from the current 26. The upcoming outlets will feature brand-name shops and restaurants, offering food and goods at the same prices as their downtown locations, said officials with Shanghai Rainbow (Shenhong) Investment Co, the hub's operator. Authorities said they introduced some convenience stores and fast-food chain restaurants into the hub when Terminal 2 of the Hongqiao airport opened on 16 Mar. High-end shops and restaurants as well as Expo souvenir shops will be coming next. The new commercial area, covering 36,000 sq m, will have a large dining area. The hub, connecting a railway station, the Metro and a long-distance bus station with the airport, is expected eventually to handle more than 1 million passengers a day, authorities said. (Shanghai Daily).

6.In Mar, 1,632 units of new homes were sold in Fuzhou, an increase of 38.66% from a month earlier, according to latest industry statistics. The average price rose 2.55% on a monthly basis to RMB11,268/sq m. (Shanghai Daily).

7. The output value of the geographic information industry in China is expected to reach RMB100bn this year, an official said. (Shanghai Daily).

8. Sanofi-Aventis - yesterday launched its 1st regional research and development centre in China to tap growing demand in emerging markets. (Shanghai Daily).

9. Ascott - CapitaLand's wholly owned serviced residence business arm, announced yesterday it has recently raised its China portfolio to more than 5,000 apartments in 27 properties across 13 cities by expanding into Chengdu, Sichuan Province. Operational from this month, the 200-unit Somerset Riverview, Chengdu, acquired through the Ascott China Fund, has enabled Ascott to establish a strong foothold in western China and further cemented the firm's leadership position as the largest international serviced residence owner-operator in the country, said Lim Ming Yan, Ascott's chief executive officer. (Shanghai Daily).

10. Demand for small and medium-sized apartments continued to outstrip supply in Shanghai in the 1st quarter of this year, according to a latest industry research. Between Jan and Mar, sales of new homes measuring no bigger than 120 sq m each, excluding those designated for relocated residents under urban redevelopment plans, reached 962,000 sq m, accounting for nearly 53% of new homes sold in the city, according to Shanghai Uwin Real Estate Information Services Co. However, the city's stock of small and medium-size apartments was 1.85 million sq m as of Sunday - or one-third of the city's total new home supply. (Shanghai Daily).

11.  Shanghai’s 2 international airports will be connected by a 2 hour subway ride starting Thursday, when Metro Line 2 extends farther east. Shanghai Shentong Group, the subway's operator, said that initial service from Guanglan Rd Station to the Pudong International Airport Station will last from 9am to 4pm. The service time will extend to rush hours before the World Expo starts in May. Metro riders who intend to go to Pudong airport will have to get off first at Guanglan Road Station, the current eastern terminal, and wait at the same platform for a 4 carriage train which will take them rest of the way. That part of the ride, with 8 stops, will take about 45 minutes. (Shanghai Daily).

12. China’s Chongqing municipality, home to about 30 million people, is planning 1 trillion yuan ($147 billion) of spending on infrastructure and property projects to bolster economic growth. The spending covers 323 projects in the southwestern municipality, including construction of the world’s tallest twin towers, according to a Chongqing Economic Times report posted today to the Chongqing government’s Web site. The government will “lead” about two thirds of the spending, which also includes funding for railways, hydroelectric power generation and low-cost housing, according to the report, which cited Chongqing’s economic planning commission. It didn’t give details on the source of the funding. (Bloomberg).

Hong Kong

1. Cheung Kong Holdings has reaped HK$7 billion from selling 800 homes since launching Festival City in Tai Wai. Together with the sale of flats in La Mer in Tung Chung, the developer sold HK$10 billion worth of homes in the first quarter, almost four times more than a year ago, said executive director Justin Chiu Kwok-hung. (The Standard).