代理:新供应续来 消化楼面需时
甲厦空置率尚处高位,有外资代理行认为,因香港优势独特,只要回復正常经济活动,机构亦会重返扩充,租务料反弹,届时便可吸纳大量新供应,料今年租金仅微跌。
有外资代理行最近发表香港地产市场报告指,由于不少新商厦落成,推高整体甲级写字楼空置率,由9月底的10.5%升至10月底的11%。10月份整体商厦的平均呎租为55.9元,按月下跌0.6%。
当中空置率上升,主要由于鰂鱼涌太古坊二座及荃湾沙咀道1号落成,中环及湾仔 / 铜锣湾写字楼空置率分别微升至8.4%及9.7%,尖沙咀空置率则由11.2%回落至11%,整体甲级写字楼市场在10月份录得47.9万平方呎净吸纳量。10月整体市场租金按月进一步下跌0.6%。中环则录得0.6%的最大租金跌幅。
预计今年租金 跌幅5%内
对于租金持续有调整,该行代理认为,甲厦租金由高峰期调整约22%,基本上已接近见底,「由年初至今,中环甲厦租金近乎无起跌,整体租金跌约2%,可见已喘定,不敢讲已见底,但离底不远,预计今年租金跌幅仅5%以内。」更指出今明两年始终是供应高峰期,要消化楼面需时,「今年新增楼面约500万呎,明年再多300万呎,连十多年没有新供应的中环,亦有两大项目。」
该代理指出,租务活动随着「0+3」入境措施实施后,已稍有改善,「暑假为传统租务淡季,9至10月已渐多租务查询,而政府公布0+3措施后,我们亦有收到海外机构,例如新加坡公司派员来港视察。」
即使检疫措施有所放宽,整体甲厦租务市场未见非常活跃,该代理指因仍有其他因素需考虑,「去年租务市场并不差,今年环球局势有变,俄乌战争、环球通胀等,再加上股市波动,市场忧虑明年经济环境,故考虑业务扩充时会较为审慎。因此就算降至『0+0』,甚至中港通关,租务市场未必大反弹,但定会有改善。」
倘检疫再宽 机构陆续重返
近月其中一热门话题,是本港因未完全放宽检疫措施,而新加坡即把握商机「抢客」,更有指不少原在港的跨国机构,总部迁往新加坡。该代理指,未发现很多跨国客户迁出香港,并指即使有零星个案,仅属暂时性,认为香港基本优势肯定不变,「个别机构现迁往新加坡只是短暂,因本港防疫措施因素,而跨国企业始终以做生意为主,香港获内地支持,优势是非常独特,只要香港经济活动復常,检疫措施再放宽,几可肯定机构陆续重返。」该代理更举出近期一例子,就是大型投资银行瑞银预租新地 (00016) 旗下九龙高铁站上盖9层商厦,涉及约25万平方呎楼面,「完全展示大型企业对香港长远信心,而选择高铁站上盖作总部,亦反映看重内地市场,可见香港优势仍在。」
疫下机构仍有搬迁活动,而在家工作 (WFH) 兴起,令人质疑传统办公室存在价值。该代理指,疫下灵活办公模式盛行,但对办公楼面需求实则不变,「现在企业可能採混合模式,如一星期一日灵活办公,但不会全面被在家工作取代,办公室不论在环境、互动等较容易执行,只是之前疫情严峻迫不得已才暂停。企业现时採新方案,办公室员工个人座位空间减少,而共享空间元素增加,为令员工在工作生活取得平衡,实际上公司使用楼面与以前相若。」
(经济日报)
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两大新项目将登场 中环成明年焦点地区
新甲厦质素理想,布外资代理行代理指,全新项目质素新,容易吸引企业搬迁。
从事甲厦租务市场多年,该代理指,近两年甲厦供应多,但只要需求回復正常,吸纳上问题不大,「香港亦曾经历数次商厦供应高峰,当遇上需求强劲时,吸纳亦很迅速。」
新甲厦设备齐 吸引租客搬迁
未来新供应多,该代理指新式大厦因设备齐全,而在租金回调后,吸引租客搬迁,优势甚明显。
「对机构来说,当租金回调,3年前办公室租金成本,足以租用全新商厦楼面,便有兴趣全面升级。加上现时ESG成重要议题,新甲厦多具备各种认证,更加吸引企业搬迁。」
焦点方面,明年中环两大新项目,分别为 The Henderson,以及长江集团中心二期,「中环是商厦龙头地区,而明年难得有新供应,故肯定为最焦点地区。」
恒地 (00012) 委任一间外资代理行为中环 The Henderson 的首席租务代理,而早前该行为 The Henderson 达成的两宗主要租赁包括:全球艺术品及奢侈品拍卖行佳士得将租用该大厦约50,000平方呎楼面,而国际投资公司凯雷集团亦租该厦作亚太区总部迁。据了解 The Henderson 最近亦推出网站,以发布更多项目详情。
(经济日报)
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Buyers stay away from new and old homes
Hong Kong's new and second-hand housing market remained weak over the weekend.
Just 11 flats or around 10 percent of the units offered at a new project in Yau Tong were sold while only nine secondary sales were recorded at 10 major housing estates.
Chill Residence in Yau Tong, jointly developed by Poly Property (0119) and L'Avenue International, sold 11 units after launching sales of its first batch of 128 flats on the price list yesterday.
Prices for the flats on offer range from HK$4.14 million to HK$13.39 million or HK$15,860 to HK$19,484 per square foot after discounts.
The first batch was 25 percent oversubscribed, with over 160 checks received on Saturday.
A property agency said Chill Residence has attracted young buyers with its prices, with around 80 percent purchasing the homes for their own use.
As an investment purchase, the agency estimates the rental rate of return could reach 3 percent with a monthly rent of HK$40 per sq ft.
The property agent believes home prices will fall slightly this month mainly due to rising interest rates while the number of transactions in the primary market is expected to reach 500.
Meanwhile, the 10 major estates only reported nine deals over the weekend, though the number was up by two from the previous two-day period, according to another agency.
Taikoo Shing in Quarry Bay and City One Shatin topped the estate sales with three transactions each, while Kingswood Villas in Tin Shui Wai followed with two deals.
However, six estates saw no home purchases at all.
The agency said potential home buyers remain cautious as they are waiting for new policies to be announced.
And though the number of property visits rebounded, buyers were more interested in finding deals with price reductions, the agency added.
A three-bedroom flat in Taikoo Shing traded for HK$21 million or HK$18,851 per sq ft after the owner slashed the asking price by HK$3.6 million and back to levels last seen in 2016.
It was also HK$4 million less compared to a deal for a similar flat in the same district, which fetched HK$25 million in August.
Driven by price cuts, Taikoo Shing recorded 29 deals in November - nearly double that of in October - at an average of HK$16,000 per sq ft, the agency said.
(The Standard)