戴德梁行：今日全球楼市速览(2010.04.15)

中國內地

1.  亞洲開發銀行發佈的《2010年亞洲發展展望》認為，由於繼續實施財政和貨幣刺激政策，今年中國經濟增長將加快至9.6％，但2011年經濟增長將放緩至9.1％。報告稱，在4萬億元財政刺激計畫的支持下，今年中國經濟增長有望繼續加快。同時，由於通脹抬頭，資產價格高企，國外資本回流，政府對用於投資的銀行貸款投放將採取更為審慎的態度，公共投資增長將有所回落。（地產中國網）

2. 日前，摩根士丹利已於基金檔中通知投資者，其88億美元的房地產私募基金，因投資不當，可能損失了近三分之二的資金，相當於54億美元。據悉，這將有可能為私募基金在地產投資上的歷來最大虧損。但截至2009年中期，摩根士丹利已經減記了這些損失。（觀點地產網）

3. 國務院總理溫家寶14日主持召開國務院常務會議，分析一季度經濟形勢，研究部署下一階段經濟工作。會議認為，當前經濟發展環境仍極為複雜，經濟快速增長較大程度上還是政策刺激的結果，也有去年同期基數較低的原因，經濟回升向好過程中還存在許多矛盾和困難。會議強調，當前，要重點抓好以下工作：（一）花更大的力氣抓好農業生產。（二）做好金融調控工作。（三）努力穩定價格總水準。（四）堅決遏制住房價格過快上漲。（五）保持內需合理穩定增長。（六）積極推進結構調整。（七）加大節能減排工作力度。（八）提升對外開放水準。（九）加快推進重點領域和關鍵環節改革。（十）大力保障和改善民生。（地產中國網）

4. 目前《保險資金投資不動產的實施細則》和《保險資金投資基礎設施、行業龍頭企業等未上市股權的實施細則》已基本完成內部審批程式。為控制投資風險，此次保險資金投資不動產細則對三類投資進行了約束，包括不得投資居民住房、不得直接投資商業房地產和不得參與房地產開發。險資投資不動產的上限比例可能會控制在5%以內，根據分析師的測算，如按照5%的上限計算，預計約有2000億元的險資湧入樓市。（廣州日報）

5. 國家統計局資料顯示，3月份“國房景氣指數”為105.89，比2月份提高0.42點，至此該指數已經連續12個月回升。 3月份70個大中城市房屋銷售價格同比上漲11.7%，漲幅比上月擴大1個百分點，繼續創下本輪房價反彈以來的新高。其中漲幅最大的5個城市是：海口64.8%、三亞57.5%、溫州22.3%、金華20.9%、廣州20.3%。 專家認為，除了季節性因素外，庫存水準較低以及恐慌性購買需求的升溫推動了近期房價上漲。在國家重申堅決遏制房價過快上漲的背景下，瘋狂房價或將倒逼一系列房地產調控政策的出臺。（中國證券報）

6. 北京銀監局近日發通知要求各家銀行嚴格實行二手房貸款先抵押後放款制度，嚴禁向非住宅專案發放個貸，防範購多套住房並向不同銀行申請多筆房貸。（北京商報）

7. 據人民銀行上海總部今天發佈的統計資料，2010年1季度，上海市中外資金融機構本外幣各項存款餘額46017億元，同比增長19.1%，增幅比上年末下降6.3個百分點。中外資金融機構本外幣各項貸款餘額31674億元,同比增長20.4%，增幅比上年末下降2.5個百分點。（中國新聞網）

8. 廣州九大開發商表態：不捂盤不抬高樓價。廣東省房協聯合恒大、越秀城建地產、富力地產、頤和集團、碧桂園、保利、中信、萬科和合富輝煌九大房企召開新聞發佈會，作了上述表態，並表示願意配合政府參與保障房建設，同時多開發中低價位普通商品房，以促進樓市穩定發展。（羊城晚報

9. 恒大地產公佈，計畫向華人置業及其主席劉鑾雄發行6億美元的新增票據，該等票據將於2015年到期。據瞭解，華人置業全資子公司HarbourTrade及劉鑾雄將分別認購本金額3.5億美元和2.5億美元的票據。同日，華人置業發佈公告稱，已與恒大訂立認購協定，認購恒大地產本金額3.5億美元新增票據，認購價將為相關新增票據本金額之100%，另加累計利息約998萬美元，年利率為13厘。（觀點地產網）

10. 2010大連春季房交會於4月9日-12日召開，來自國內外的24.5萬人次參觀了展會，房屋成交及意向9065套，金額65.6億元。其中商品房成交及意向6755套，金額51.2億元，比2009年秋交會分別上漲3%%和5%%；二手房成交及意向2310套，金額14.4億元，比去年秋交會有小幅上漲。本次展會新亮相樓盤較多，比去年秋交會大幅增長超過7成，但多數樓盤只展示未進行定價，預計下半年的樓盤集中上市將令市場競爭更加激烈。同時參加本屆春交會的樓盤，不少曾在2009秋交會上亮過相，雖然時間僅僅過了6個月，但報盤價卻都有了明顯提高，普遍上漲在每平方米1000元以上。（新商報）

香港

1.早前推出招標的大嶼山梅窩銀礦灣路9號銀濤軒，土地註冊處資料顯示，物業於截標前以1.15億元沽出，項目包括16幢別墅及16個車位，總建築面積約21,530平方呎，平均呎價約5,341元。另外，南豐集團或有關人士，上月底以7,900萬元購入南區壽臣山春暉園B型雙號屋。土地註冊處資料顯示，上述洋房由創豪發展有限公司購入，董事包括何海基、劉美瑤及白敦六，公司登記地址為南豐集團位於中環中建大廈9樓。（經濟日報）

2. 近日豪宅交投保持活躍，連帶發展商高層亦趁機出貨，據悉新世界代理執行董事何伍燕榆或有關人士私人持有東半山松柏新村單位，剛以約4,700萬元獲買家出價洽購至最後階段，可望於日內落實售出，呎價約17,400元。（成報）

3. 資料顯示，中半山堅尼地道14號堅麗閣，一個面積3,400平方呎的高層B室，日前以5,439.8萬元易手，買家為一家名為騰陞置業有限公司，其董事正是賭王何鴻燊女兒何超雄。（經濟日報）

Mainland China

1.  Foreign direct investment in China maintained a steady growth rate in Mar. Foreign investors allocated US$9.42bn on the Chinese mainland last month, up 12.08% from a year earlier and extending the growth for an 8th straight month, the Ministry of Commerce said. The Chinese Government approved the establishment of 2,296 overseas-funded companies in Mar, rising 28% y-o-y. (Shanghai Daily).

2.China will continue to increase the supply of ordinary housing and further crack down on price speculation in the property market, he Ministry of Housing and Urban –Rural Development said on its website. Under its plan, 3 million units of low and medium apartments will be built and 2.8 million units in shanty areas renovated this year, while different mortgage and tax policies will be adopted for end-users and speculator, the statement said. (Shanghai Daily).

3. A report released by the Ministry of Finance said land sales totaled RMB1.42 trillion in 2009, a rise of 43% from 2008. Of that, RMB18.7bn had been allocated for low rent housing. (Shanghai Daily).  

4. The number of new individual mortgages kept falling in Shanghai in Mar as home buyers sat on the sidelines and lenders tightened credit. Banks in the city extended RMB5.15bn of individual mortgages, a drop of RMB2.71bn from Feb, the Shanghai headquarters of the People's Bank of China said. (Shanghai Daily).

5.Business is already booming in the Pudong New Area but hold onto your hats - growth is about to enter the mega phase. Jiang Liang, the area's director, yesterday unveiled a blueprint for the next 10 years that shows both initiative and vision. Disneyland, a jumbo jet assembly plant and research and development centre, the merger with the former Nanhui area, enlarged financial zones and high-tech parks and Shanghai's ambition to become a global financial and shipping centre offer bumper opportunities. The blueprint has framed the area into "7+1" key development zones. The +1 denotes the World Expo site after it closes in Oct. To give an idea of the development scale, the Pudong government will invest RMB100bn in urban infrastructure in the next 3 years, compared with a total of RMB270bn for the past 20 years. (Shanghai Daily).

6.The city's only vehicle tunnel linking the Shanghai World Expo site on both sides of the Huangpu River will open on 20 April, the builder said yesterday. The Xizang Road S. Tunnel, located between Lupu Bridge and Nanpu Bridge, will have 3 ramps inside the Expo site. It will take 4 minutes to travel between the 2 sides at a designed speed of 40 kph, said Tian Jin, an engineer with the builder, Shanghai No.2 Municipal Engineering Co Ltd. (Shanghai Daily).

7. Home prices in the mainland's 70 largest cities rose 11.7 percent in March year-on-year, despite government warnings, prompting further warnings of more measures to come in a bid to deflate the property bubble. At a meeting of the State Council yesterday, Premier Wen Jiabao said the government will accelerate the study of an imposition of tax on home buying. The strength of the mainland's economic recovery was in large part due to the stimulus package, but that in turn brought its own set of problems. Wen told the State Council that inflationary expectations are intensifying and Beijing will work unswervingly to curb excessive housing price rises. Wen, who chaired the meeting, said the State Council vowed to stabilize asset prices and to enhance tough measures to curb any price monopoly and speculative activities in the real estate market. Imposing a property tax is a possibility and the government will speed up the study on it, Wen said. A property tax has already been launched in pilot cities including Chongqing, Beijing, Shanghai and Shenzhen. (The Standard).

Hong Kong

1.  Mortgage rates look set to pick up next month as fierce competition in the market has weighed on banks' margins. Citibank (Hong Kong) chief executive Weber Lo Wai-pak said its current rate of Hong Kong interbank offered rate plus 0.65 percent represents the low-water mark. He revealed the lender intends to raise its rate for new customers to HIBOR plus 0.7 percent in May, on par with the reference level suggested by the Hong Kong Monetary Authority. With one-month and three-month HIBOR at 0.08 percent and 0.13 percent, respectively, yesterday, Citibank's rates equal 0.73 percent and 0.78 percent. Both Hongkong and Shanghai Banking Corporation and DBS Bank (Hong Kong) said similar mortgage promotions based on HIBOR will end in April. They will launch new plans in May pending further details, their spokesmen said. (The Standard).