今日全球楼市速递(2010.09.02)

　　中国内地

　　1. 中国物流与采购联合会1日发布资料显示，8月份制造业采购经理指数(PMI)为51.7%，比上月上升0.5个百分点。这是该指数在连续三个月回落后，首次有所回升，而且近几个月该指数持续位于临界点50%以上。有关专家认为，PMI指数小幅回升预示经济增速回落势头已显著放缓，中国经济不会出现深度回档。 (中国证券报)

　　2. 上海第56号土地公告中推出的松江广富林2-5号地块，在一轮激烈“暗战”之后，被合生创展集团旗下上海合生房地产开发有限公司以12.46亿元价格收入囊中，折合楼面地价约1.65万元/平方米，溢价达131%。 (第一财经日报)

　　3. 根据中国房产资讯集团发布的最新资料显示，8月前29天全市共成交105套总价千万以上豪宅，依此推算，全月成交量在112套左右，比7月份66套的总成交量上升了70%。 (国际金融报)

　　4. 万达一改向来高调的作风，悄无声息地分别以44亿元、32亿元将武汉东湖商务区约702亩两核心地块纳入麾下，同时刷新了此前华侨城创下的43亿“高价地”记录。

　　5. 深圳最大规模城市更新启动有20个项目集中开工，是去年12月1日《深圳市城市更新办法》出台后的首批开工项目，将为深圳提供210万平方米住宅，相当于2万余套住宅。

　　6. 冠城大通公告宣布，公司拟投建海西文化创意产业园项目，总投资约为32.5亿元。该产业园位于福州市永泰县葛岭镇赤壁村，面积预计约为202公顷(合3030亩)。

　　7. 力宝及力宝华润联合公布，力宝华润斥资1.92亿元人民币，约2.19亿港元，收购一幅位于江苏省淮安市清河区和平路南面及翔宇大道西面之交界处的土地，地盘总面积约4.1万平方米，许可楼面总面积约18.5万平方米。力宝华润计画在该土地上发展一个住宅、商业及零售综合专案。

　　8. 珠海首个专案后，港中旅开始在全国复制度假酒店加主题公园模式的海泉湾专案。从港中旅获悉，其全资投资逾50亿元的青岛海泉湾明年即将开业，与众不同的是，该专案内还特意联合香港九龙仓建设奥特莱斯业态。 (第一财经日报)

　　香港

　　1. 「铺王波叔」近期活跃于市场，旗下经营多时的油麻地MK1商场，刚以七亿元沽出，买家为一家基金，波叔刻意经营逾四年，帐面获利约三亿元。另外，他持货逾二十三年的尖沙嘴弥敦道鸿星酒楼铺址，亦即将以二亿零八百万元易手。擅长包装商场的波叔，○七年初开业的油麻地弥敦道五二五至五三五号的MK1商场，终于带来斩获，消息人士透露，该物业刚由一家基金承接，作价七亿元，以总面积共三万六千五百方呎计算，平均呎价一万九千一百七十元。该基金看中商场人流稳定，目前每月租金约二百五十万元，回报四厘三。 (星岛日报)

　　2. 土地注册处资料显示，山顶加列山道七十四号一幢双号洋房，上月十六日以二亿三千六百五十万元易主。代理指，该洋房面积约四千二百方呎，呎价约五万六千三百一十元。据了解，原业主在○三年十一月仅以四千零三十八万元购入，持货六年多，是次转售帐面劲赚约一亿九千六百多万元，升值逾四点八倍。市场盛传，该买家属该屋苑一幢相邻洋房的业主，惟消息未获得有关方面证实。 (星岛日报)

　　3. 核心区铺位有价有市，旺角通菜街一四三至一四五号地下及一楼部分楼面，面积合共约二千八百方呎，以约一亿零二百万元易手，回报约两厘六，物业于七年间升值八点七一倍。消息人士透露，上述的通菜街一四三至一四五号地下及一楼B室，地铺面积约二千方呎，一楼面积约八百方呎，以一亿零二百万元成交，平均呎价约四万四千九百九十三元(一楼面积以三分之一计算)。据悉，上述物业连租约易手，现时租户为食肆，每月租金约二十二万元，料回报约两厘六。市传买家为邓姓投资者或邝氏投资者，买家现于市场再度放售，叫价一亿五千万元。原业主于○三年内部转让购入物业，当时作价一千零五十万元，持货至今七年，物业期内升值约八点七一倍。 (星岛日报)

　　4. 住宅交投转淡，反而写字楼投资气氛畅旺，消息人士透露，去年7月内地客以6.68亿元购入湾仔祥丰大厦8成业权，近日以8.28亿元转售予本地投资者，平均呎价8,967元，持货1年获利1.6亿元，物业升值24%。反映近一年投资气氛持续有增无减，写字楼呎价有明显升幅。市场人士透露，湾仔告士打道祥丰大厦楼高27层，总楼面约11.5万平方呎，而涉及交易的楼面为该厦8成业权，约9.2万平方呎，以8.28亿元成交价计，呎价约8,967元。该批楼面每月租金为250万元，回报约3.6厘。据悉，买家为本地家族。 (经济日报)

　　Mainland China

　　1. New home sales rebounded notably in Shanghai last month with volume and price climbing as buying sentiment recovered. Sales of new homes, excluding those designated for relocated residents under urban redevelopment plans, jumped 70% to 730,000 sq m in August, the highest in 4 months, Shanghai Uwin Real Estate Information Services Co said. "Market momentum rebounded in August as some home buyers, who sat on the sidelines waiting for price cuts, finally decided to purchase because the latest tightening measures by the central government do not seem to take full effect yet after being implemented for four months," said Lu Qilin, an analyst with Uwin. "On the other hand, an increased supply of mid to low-end houses during the period also helped boost demand particularly from end-users." Nearly 60% of new homes sold in the city last month were around 90 sq m each, according to Uwin statistics. The average price of new homes also rose nearly 10% from July to RMB21,156/sq m mainly due to more mid to high-end houses being bought. For instance, 87 apartments covering 16,949 sq m in Wharf Xiyuan, a high-end residential development in northeastern New Jiangwan Town of Yangpu district, were sold at an average price of RMB43,702/sq m in August. Across the city, about 96,000 sq m of new homes selling at more than RMB30,000/sq m were sold last month, a surge of 110% from July, according to Uwin research. The supply of new homes last month soared 58% from July to 810,000 sq m with more than half of them located in the outlying districts of Jiading, Fengxian and Baoshan. Of the total, 640,000 sq m were released in the 2nd half of August - a sign of improved sentiment among developers who are hoping for robust sales in September and October. (Shanghai Daily).

　　2. Chinese manufacturing growth rebounded unexpectedly in August, indicating that the sector may have recouped some expansionary steam, 2 surveys showed. The official Purchasing Managers' Index, a broad gauge of industrial activity across the country, nudged up to 51.7 last month from 51.2 in July, the China Federation of Logistics and Purchasing said. A reading above 50 signals an expansion, and it was the 18th straight month for the official index to stay above that line. Meanwhile, HSBC's version of the China manufacturing purchasing managers' index rose to a 3 month high of 51.9 in August, up from 49.4 in July. (Shanghai Daily).

　　3. Citigroup Inc – plans to almost triple its work force in China by hiring up to 7,500 people in the next 3 years, an executive told Bloomberg News in an interview. Citigroup, which has 4,500 employees in China, will hire more in the country than in any other Asia-Pacific market, according to the interview published on Tuesday with Stephen Bird, its co-chief executive officer for the region. Citigroup plans to increase the number of branches on the Chinese mainland to 38 by the end of 2010, from 29 now. Citibank (China) Co, Citigroup's locally incorporated unit, opened its 1st Smart Banking outlet in Beijing after it unveiled the 1st such outlet on the mainland at the People's Square subway station in Shanghai last week. Smart Banking outlets allow customers to access the Internet using their mobile devices while inside, and also offer other services, such as allowing customers to complete transactions by operating touch-screen computers. (Shanghai Daily).

　　Hong Kong

　　1. Sun Hung Kai Properties will be selling homes at Valais in Sheung Shui from HK$12,000 per square foot and six Shouson Hill houses from HK$55,000 psf later this month (The Standard).

　　2. The government's plan to convert some of the city's industrial areas into much-needed flats should take into account whether transport and other amenities are available, according to property analysts. They say the Siu Lek Yuen and Tai Wai industrial districts in Sha Tin are good candidates for conversion into residential areas because of their accessibility. The government plans to increase the supply of homes to cool the overheated property market. Financial Secretary John Tsang Chun-wah last month said 20 hectares of industrial land across the city would be converted into residential use. (SCMP).