今日全球楼市速递(2010.09.03)

    中国内地

    1. 国家统计局局长马建堂在9月1日表示，要努力探索对国内住房空置情况的调查统计工作。马建堂表示,统计部门将在有关部门的支持下，一是继续统计、发布房地产开发企业待售面积;二是充分利用这次人口普查获取用于了解住房空置情况的相关资讯;三是在部分城市抽取一些住宅社区进行空置率调查，以发现问题，积累经验，验证方案，完善方法。

    2. 负责新鸿基地产内地(除广东外)房地产业务发展的新鸿基发展(中国)有限公司华东区总经理邓维聪接受《第一财经日报》独家专访时透露,公司将持续在内地主要城市寻找优质住宅地块来平衡公司在内地经营性物业和销售型物业上的比例,未来在内地的投资总额可能会占到公司总资产的三成左右。以新鸿基目前约2270亿港元的资产估算,30%所占用的资金约700亿港元。

　　3. 9月2日,上海市房管局发布《关于进一步加强本市房地产市场监管规范商品住房预销售行为的通知》，该通知自下发之日起执行。通知从严格商品住房预售许可管理, 完善商品住房销售方案备案管理制度, 规范商品住房预订、销售行为, 规范房地产经纪行为以及加大对违法违规行为查处力度等五个方面对商品住房预售和销售行为予以规范。

　　4. 日前，商办物业投资基金高和投资以超七成溢价率卖完北京中莎广场。高和投资董事长苏鑫透露，清盘退出中莎广场后，高和投资已准备接手下一个商业地产专案，投资额度将远超过中莎广场。资料显示，2010年4月底，高和投资以2万多元/平方米的价格整体收购琨莎中心二期写字楼等物业，并更名为中莎广场。这是今年民间资本对商办物业的第一次整体收购。随后，高和投资对该商办物业进行整体设计，设定进入门槛和运营标准，甄别和寻找品质较高的租户，最后带租约出售。

　　5. 9月2日，合景泰富公布8月销售资料，预售金额达11亿元，环比增加83%。首8月，合景泰富累计预售收入达82亿元，已完成全年销售目标82%。合景泰富董事局主席及执行董事孔建岷于中期业绩会上表示，公司并无计画调高目标，因为公司更加注重盈利的前瞻性以及现金流。

　　6. 9月2日，国土资源部部长徐绍史表示，国土部正会同发改委、住建部等相关部门研究制定《全国国土规划纲要》。通过国土规划，未来几年内，全国城镇建设用地供应有望大幅增加，这也是此轮宏观调控的重要组成部分和手段之一。徐绍史是在全国国土规划前期研究和纲要编制工作领导小组第一次会议上做出上述表述的。会议通过《全国国土规划纲要编制工作方案》，正式启动全国国土规划前期研究和纲要编制工作。这是中国建立社会主义市场经济体制后第一次编制全国国土规划。

　　香港

　　1. 由丰泰基金购入九成业权的铜锣湾中央楼，有六个铺位于土地注册处登记，其中一个位处谢斐道的街铺，每方呎造价二十三万六千四百元。土地注册处资料显示，谢斐道五二七至五三九号中央楼地下一A号铺，实用面积三百二十五方呎，以七千六百八十三万元易手，每方呎二十三万六千四百元，代理指出，上址为一家药房，目前市值租金逾二十万元，以成交价计算，回报约三至四厘，高于市价。不过，接近收购该厦财团人士指出，上址面积约五百七十八方呎，以易手价计算，平均呎价约十三万三千元。 (星岛日报)

　　2. 佐敦弥敦道三三三号地下A号铺及一、二楼楼面，面积共约四千二百六十九方呎，以约八千五百万元易手，料回报约两厘半，物业两年九个月升值约三成半。市场人士透露，上述弥敦道三三三号地下A号铺及一、二楼楼面，地铺面积约七百九十方呎，而一、二楼楼面分别为一千七百四十四及一千七百三十五方呎，成交价约八千五百万元，折合呎价约四万三千五百九十元。据了解，上述物业地铺现由时装店租用，每月租金约十万元，而一、二楼市值呎租约二十元，料回报约两厘半。买家为董姓投资者或有关人士。消息称，由佳宝超市持有葵涌永建路十九至二十一号全幢佳宝中心，物业楼高十三层，占地约八千方呎，总楼面约七万三千五百方呎，获买家以逾一亿元洽至尾声，若以洽购价计算，平均呎价约一千三百六十一元。 (星岛日报)

　　3. 佐敦区受高铁效应带动，铺位价格及交投同步急升。消息称，佐敦道37号铺，以5,000万元成交，平均呎价约4.1万元。铺位月租约11.4万元。据了解，原业主为投资者，去年7月仅以2,820万元购入铺位，过去数月，佐敦区受高铁概念带动，预期日后区内旅客数字大增，铺位即被炒起，以是次铺位为例，事隔一年多，物业升值约77%，反映不少投资者憧憬佐敦区大变身，率先购铺。另消息称，佐敦弥敦道333号地下A铺、1至2楼，以8,500万元成交，物业总楼面面积约4,269平方呎，市传买家为资深投资者董惠华或有关人士。 (经济日报)

　　4. 额豪宅成交频现，由内地富豪持有的九龙站凯旋门「天际独立屋」及比邻2伙，有指单位获洽购，亦有指业主已反价，但昨日市传全层单位以3.5亿元易手。市场消息指，上述为凯旋门摩天阁A室「天际独立屋」，连同比邻B、C室传以3.5亿元沽出。区内代理指，比邻B、C分层单位每伙市值约2,000万元，故估计单计「天际独立屋」成交价约3.1亿元，单位面积5,353平方呎，呎价约57,911元，倘成交落实，呎价将创本港分层豪宅呎价新高。原业主为内地富豪，于05年以约1.676亿元购入A室「天际独立屋」，其后于06年11月分别以1,086万及1,212万元购入B、C室，全层总购入价为约1.9亿元，倘是次单位以3.5亿元易手，帐面大幅获利约1.6亿元。 (经济日报)

　　Mainland China

　　1. Land acquisitions almost quadrupled in Shanghai in August as real estate developers expanded their land banks in a little less overheated market. A total of 24 parcels, covering 1.2 million sq m, were sold in the city last month, compared with 9 plots, covering 320,000 sq m, in July, according to property information portal Soufun.com. In terms of price, 7 of the 24 plots were traded at asking prices, a situation rarely seen during the boom times when most land parcels were auctioned at record high levels, Soufun analysts said. Last month also witnessed a notable rebound in land supply, an effort made by the local government to further cool the housing market. In August, a total of 43 parcels, covering 2.337 million sq m of which 1.31 million sq m were designated for housing development, were released to the local market, Soufun research showed. That compared with 664,000 sq m in July. Under a government plan released earlier, land pieces totaling 5 million sq m should be released in Shanghai during the 3rd quarter. (Shanghai Daily).

　　2. Shanghai’s existing house index fell for the 3rd consecutive month in August but recovering buyer momentum was detected. The index, which monitors price fluctuations of existing homes across the city, lost 8 points, or 0.31%, from July to 2,543 last month, the Shanghai Existing House Index Office said. That compared with a 0.53% drop in July. The monthly index ended its 15-month rally in June after rein-in policies by central government since April reduced sales. "Buyer sentiment rebounded in August after discounts, though not major ones, were offered by real estate developers across the city," said Tao Ting, an analyst with the index office. Shanghai's rental index rose 0.73% in August, extending a rally for 15 straight months since June 2009. Apartments under all categories registered rent growth from a month earlier, the rental index office said. The prices of existing homes in 5 downtown districts registered an average 0.17% decrease last month, compared with a decline of 0.36% in July. Across the city, 62 of the 68 areas tracked by the compiler suffered drops with the remaining 6 witnessing price gains. That compared with 63 drops and 5 gains in July. Among the losers, Sanlin in Pudong New Area posted the biggest decrease with prices of existing homes down 1.41% in August. It was followed by Zhenbei in Putuo district and Gongfu in Baoshan district, down 0.92% and 0.87%, respectively. (Shanghai Daily).

　　3. China will conduct research on the vacancy rate of houses in some cities as part of an effort to collect information and improve methodology for drafting future policies, a senior government official said. The National Bureau of Statistics plans to launch investigations on vacant houses in some residential communities in selected cities, Ma Jiantang, head of the bureau, told an industry seminar, without giving further details. The bureau will probably tap the upcoming 6th national census, a once-in-a-decade count of population in China, to gather information on vacant homes, Ma said. The move comes after mounting public criticism that the current method of amassing statistics poorly reflects the real situation. (Shanghai Daily).

　　4. Denizen – a new denim brand launched by Levi Strauss &Co and targeting fast growing markets such as China and India, aims to open up to 1,000 stores in China by 2015, with estimated annual sales revenue of RMB5bn. The brand targets young customers aged between 18 and 29, selling more affordable denim products compared with the company's main line Levi's. A pair of its jeans costs between RMB339 and RMB399. It plans to open 20 stores in Shanghai and nearby Zhejiang and Jiangsu provinces this year. More stores will be opened in north China next year. (Shanghai Daily).

　　Hong Kong

　　1. Following on from strong luxury home sales in July, property registrations last month hit a 31-month high of 16,946. Totaling HK$80.2 billion, commitments for deals on homes surged 32.8 percent. That was the highest level since November 2007, data from the Land Registry shows. Properties that include private and public housing units, shops and parking lots are normally registered the month after they are sold. Weaker market sentiment resulting from a new wave of official curbs in mid-August will be reflected in the registration figures for September, according to property agencies. (The Standard).