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代理行:市场气氛回暖 商厦交投按月升66%


中港两地通关,带动工商铺气氛回暖,有本地代理行资料显示,商厦买卖显著向好,上月录40宗买卖,按月升66%。

金额9.01亿按月升62.3%

该行代理表示,上月商厦价量齐升,共录约40宗买卖,总金额约9.01亿,按月升约66.6%及约62.3%,从商厦市况持续改善看来,证明动乱及疫情洗礼,商厦价格触底回升。通关伴随庞大商务需求,跨国企业购入指标商厦。长沙湾荔枝角道888号南商金融创新中心,连沽7个单位,总金额逾1.25亿;其中22楼3伙获新加坡公司购入,涉资约6325.1万元。

铺位交投金额按月升49%

商铺买卖则录57宗,较12月的71宗回落约19.7%,金额录约21.40亿,按月急升约49.7%。工厦较平稳,1月共录约118宗成交,对比12月减少约接近一成半,成交金额则大致相若。

上月录215宗工商铺成交

据该行资料显示,1月份工商铺暂录约215宗成交,对比2022年12月约230宗轻微下跌,今年农历年假较以往早,减慢买家入市步伐,总成交金额走势凌厉,1月份总成交金额录约40.83亿,对比去年12月大幅增加约35%,主因月内录多宗大手成交,反映通关消息刺激市场气氛回暖,资金随之流向工商铺物业,尤其是商厦。

(星岛日报)

更多南商金融创新中心写字楼出售楼盘资讯请参阅:南商金融创新中心写字楼出售

更多长沙湾区甲级写字楼出售楼盘资讯请参阅:长沙湾区甲级写字楼出售

 

代理行:工商铺交投料按年升30%

在与内地通关效应下,工商铺交投活跃,有本地代理行预期,今年全年工商铺将回升至5800宗,较去年增加约30%。该行代理表示,内地居民赴港澳旅行团,相信优化措施能吸引旅客来港,重振本港零售业及旅游业,带动核心区地铺,代理续指,财政预算案快将出炉,若有进一步政策,将吸引中资及海外企业来港投资及设立据点。

料全年数目达5800

该行综合土地註册处资料显示,1月份工商铺註册量共录259宗,较去年12月223宗按月升16.1%,连跌两个月后首度回升,金额录32.04亿,按月跌约64.3%,1月份註册个案主要反映12月份市况。

短期内未能回復疫情前水平

1月份工商铺各板块註册宗数全綫上升,工厦及商铺较佳,註册量分别按月升约10.4%及29.2%,最新分别录127及84宗。商厦註册量按月升约11.6%,录48宗。市场气氛逐渐回暖,令註册量增加,但投资者态度仍趋审慎,交投增长速度未明显回升,预料整体註册量及金额未能在短期内回復疫情前水平。

该代理又说,美国联储局宣布加息0.25厘,显示加息幅度放缓,有望改善市场气氛。代理认为,投资市场逐渐适应后疫情时代,更了解各板块物业增长潜力及未来价值,部分工商铺价格已累积一定跌幅,吸引投资者趁低吸纳。

(星岛日报)

 

市建局拟为观塘商业项目增住宅元素 改作混合模式

市建局观塘市中心第4、5区巨无霸商业项目(总楼面面积逾216.5万方呎),早前因为只接获新地 (0016) 一份标书,上周决定收回、即流标收场;市区重建局行政总监韦志成今日在网誌透露,市建局团队希望为项目加入住宅元素,局方会以新规划思维,因应市场对房屋、办公室、酒店和零售等需求,将地标大楼的发展规划,包括加入住宅元素,应对不断变化的市场和社会环境,以配合九龙东核心商业区的未来发展,提升项目吸引力。

为冲破上述传统「甲类」住宅项目的地积比率限制,市建局团队认为应将第4、5发展区土地,由「商业用途」改变为「其他指定用途 (混合发展)」的发展模式,并结合「一地多用」概念,在地盘获准发展的地积比率为12倍及「浮动规划参数」机制维持不变的基础上,加入住宅发展元素,让日后的中标发展商可更灵活调拨发展楼面,作住宅、办公、酒店和零售等不同业务。

市建局研究纽约、伦敦和东京等高密度大城市所提倡的「垂直城市」(Vertical City) 发展理念,由「二维」的横向规划,革新至「三维」的垂直规划,将不同的土地用途,融合在一座高层综合用途的地标建筑物内。韦续指,市建局团队已就「混合发展」规划的概念,初步与相关政府部门交流,并得到正面回应;同时,市建局亦就此展开全面技术评估,特别是交通负荷的评估。

(明报)

 

东九CBD摇摇欲坠

地产市场近日有两单大新闻备受议论,首先是「简约公屋」选址风波,引起啟德私楼业主群情汹涌;其次,继赤柱超级豪宅地皮流标后,市建局旗下观塘商业项目亦告「收回」。这两宗新闻有其关联,背景是本港商业活动暂时復甦乏力,甲级写字楼空置率颇高,尤其是九龙东接近20%楼面丢空。在供过于求之下,九龙东的所谓CBD 2定位面临重大挑战,发展商对于斥资「起新office」难免非常审慎。

自从2019年爆发社会运动及新冠疫情,本港经济活动严重受创,商业地产租赁市场首当其冲。据一间外资代理行研究报告,截至去年12月底,本港甲级写字楼整体空置率达12.1%,整体租金水平较2019年高峰期下滑接近三成。其中,中环、港岛东、九龙东的空置率分别达8.8%、11.1%、19.5%。

作为比较,在2019年风风雨雨刮起前,本港甲级写字楼整体空置率长期低于4%,尤其是中环写字楼极之抢手,影响到一些大企业扩张受限制,部分公司遂把总部或个别部门办公室搬到港岛东,随后又进一步迁徙到九龙东。正因如此,港府才在大约十年前提出CBD 2大计,拟把啟德新区至观塘重建区一带打造成本港第二核心商业区,为经济活动提供更多空间。

全面通关 甲厦未必即受

这3年多香港发生巨变,如今连中环写字楼也「十室一空」,地标商厦大业主需要大幅减租留住客户,部分企业更趁机由港岛东「回流」到中环,作为「核心外围之外围」的九龙东商厦,面临更大挑战。

本港与内地今日起全面通关,初期料将带挈商铺、商场等零售物业回暖;反观甲级写字楼主要用于企业营运,暂时未必立竿见影受惠。对于香港作为「亚太营运总部」之前景,其中一个参考指标是外籍人员派驻香港数量。资料显示,入境处去年根据一般就业政策批出13495个工作签证,较2019年劲减63%,创逾20年新低。有国际猎头公司指出,看不到外籍僱员「大量回流」跡象,因为「这几年离开香港的外派员,大部分已在其他地区开展生活,料不会回港」。

同时值得留意,近年WFH (居家工作)、遥距办公等模式兴起,全世界商厦需求都有机会受到一定影响;但有别于纽约、伦敦等其他商业中心,香港还面对传统定位备受动摇、企业及人才流失等因素困扰,堪称多重打击,商厦前景难以乐观。

短期而言,「核心中核心」的中环CBD料仍可保持繁荣,九龙东则尚欠利好因素。基于写字楼供应明显供过于求,无从说服眉精眼企的发展商斥资兴建「纯商厦」项目,潜在回报与风险不容易「计得掂数」。所以港府早前已把啟德5幅商业地皮改划为住宅用途,该区仍有大量空地用于商业规划,料将继续「晒太阳」一段时间。既然如此,当局拟顺手借其中一幅空地发展「简约公屋」,提供逾万伙单位,并承诺7年后「还地于区」,背后逻辑可以理解。

此外,市建局旗下观塘市中心第四及第五重建区商业项目去年邀请19家发展商入标,市场估值约87亿至130亿元,结果只收到「一千零一份」标书,来自区内「大地主」新地 (00016);其餘18家发展商「连入标都慳返」,反映业界整体上兴趣缺缺。但市建局上周宣布,在全面考虑入标价格及市场数据等因素之后,决定不接纳唯一一份标书,即是流标收场。

观塘项目混合发展增吸引

市建局行政总监韦志成昨日透露,将会收回观塘项目,用「新思维」重新规划,革新发展模式,包括把项目定位由「商业用途」改变为「其他指定用途 (混合发展)」,「加入住宅元素,应对不断变化的市场和社会环境」,以提升项目吸引力。由此可见,观塘市中心纯商业项目再没多少吸引力,不得不像啟德般,把部分楼面改划作住宅用途。

总的而言,九龙东CBD 2亦可说是本港经济之缩影,假若企业及人才流失趋势未能逆转,「亚太营运总部」定位失色,不但啟德、观塘的甲级写字楼陆续丢空,本港整体经济亦难奢望重拾当年勇。继推出「Hello香港」吸引游客大计后,特首李家超马不停蹄,现正出访沙地阿拉伯,努力「说好香港故事」。且看特首能否说服一批中东企业来港投资或上市,不妨考虑选址九龙东设立营运总部,让啟德有机会变身「远东杜拜」,啟德业主们相信会欢迎酋长和油王做邻居。

(信报)

 

Commercial deals jump in value

The value of commercial property transactions in Hong Kong surged by 35 percent month-on-month in January to HK$4.08 billion as sentiment improved following the reopening of the border with the mainland, according to a property agency.

This was even though the number of deals in January fell 6.5 percent to 215, mainly due to the Chinese New Year holidays at the end of the month.

The property agent expects the commercial market to further recover, with Covid PCR test requirements and quotas for cross-border travel scrapped from today.

Turnover from commercial buildings soared 62 percent monthly to HK$901 million from last December, and the number of transactions jumped 66 percent to 40 in January, though both were still below the levels seen a year ago.

The agency believes prices of commercial buildings are rallying, amid a surge in business activities following the border reopening.

A new tower, NCB Innovation Centre in Cheung Sha Wan, for example, sold seven car-parking lots for over HK$125 million, as well as three flats on the 22nd floor to a Singaporean firm for HK$63.25 million.

Meanwhile, shops transactions rose about 50 percent to HK$2.14 billion from a month ago, despite a 19 percent fall in deals to 57.

Turnover for industrial buildings remained flat while the number of deals fell 15 percent to 118.

(The Standard)

For more information of Office for Sale at NCB Innovation Centre please visit: Office for Sale at NCB Innovation Centre

For more information of Grade A Office for Sale in Cheung Sha Wan please visit: Grade A Office for Sale in Cheung Sha Wan

 

Kwun Tong center redevelopment will now add residences

The Urban Renewal Authority plans to introduce residential elements into its Kwun Tong Town Centre Development Areas 4 & 5 project, whose tender was canceled last week after the only bid from Sun Hung Kai Properties (0016) was rejected.

Managing director Ir Wai Chi-sing said in his blog that in line with the future development of the Kowloon East central business district, the authority decided to introduce residential housing into the project to enhance its attractiveness.

The residential area will be built above the hotel, office and shopping areas.

Wai said that if the site is granted in a depressed market, the project will suffer a serious financial loss and hurt the resources for future urban renewal projects.

Besides, the project involves the acquisition of more than 400 private homes and disposing of over 100 unauthorized structures, which was a huge expenditure.

The site of Kwun Tong Town Centre is strategically located adjacent to Kwun Tong MTR Station and Yue Man Square Public Transport Interchange and the URA said its role as a "town center" in terms of traffic, logistics and economic activity will not change.

The URA's revenue has been significantly reduced amid the housing market downturn.

Its To Kwa Wan Road/Wing Kwong Street development scheme was awarded last October at a price of HK$9,200 per square foot, 33 percent lower compared to the Hung Fook Street/Ngan Hon Street development project which was tendered in late 2021 at a price of HK$13,700 per sq ft.

URA estimates the tender for future projects will be under pressure as the acquisitions for the sites were done when property prices were high.

(The Standard)

 

Luxury home sales surge amid reopening

The number of transactions of new luxury homes costing more than HK$50 million hit a 16-month high last month and weekend transactions in 10 major housing estates reached a three-week high as the border reopening with the mainland and slowing interest rate hikes fueled the market.

A total of 503 new home sales were recorded last month, which was up by 87 percent from December and the highest in four months, according to a property agency. Among them, homes priced over HK$50 million saw 41 transactions, up by nearly 2.2 times to a new high in 16 months, the agency said.

The momentum in the upscale home market is expected to sustain as the economy picks up.

Yesterday, Kerry Properties (0683) sold a 1,699-square-foot luxury home with a parking space at Mont Rouge on Beacon Hill in Kowloon Tong for HK$70.3 million, or HK$41,376 per sq ft via tender.

Only four flats are left for sale and the developer has collected over HK$6.5 billion from selling 41 homes at an average price of more than HK$60,000 per sq ft at the project.

In the mass market, Minmetals Land's (0230) Montego Bay in Yau Tong sold a 517-sq-ft flat with two bedrooms for HK$12.77 million, or HK$24,700 per sq ft, the highest at the project in more than one year.

In Fo Tan, Centralcon Properties will launch sales of 389 completed flats at The Arles, including 306 flats on price lists and 83 homes via tender on Thursday.

In Cheung Sha Wan, Seaside Sonata saw 300 groups of home viewers over the weekend after slashing prices of 10 flats on the last price list by as much as 16 percent to attract buyers, the developer CK Asset (1113) said.

The remaining 22 flats, including 12 flats to be sold via tender will be put on the market on Friday, it said.

In the secondary market, A property agency saw a three-week high of 22 home sales in 10 major housing estates over the weekend, up by nine deals or 69.2 percent from a week ago.

The market is on track for recovery after the Chinese New Year holiday and some buyers had to raise their bidding prices to clinch a deal, an agent said.

The agent expects both the transaction prices and volumes to increase this month.

However, a luxury apartment with a parking space at Mount Nicholson on the Peak recently sold for HK$390 million with the vendor suffering a loss of HK$139 million or 26 percent after buying it for HK$520 million in 2018.

(The Standard)