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Research 研究报告 Knight Frank 萊坊 Beijing Residential Market Watch 北京住宅市场观察 September 213 213 年 9 月 Prices of new homes increased significantly after

继新国五条在三月份实施之后, 一手商品住宅成交价上涨明显 The average transaction price of new homes in Beijing s urban areas jumped 9.

1 Research 研究报告 Knight Frank 萊坊 Beijing Residential Market Watch 北京住宅市场观察 September 年 9 月 Prices of new homes increased significantly after new control rules were enacted at the end of March. 继新国五条在三月份实施之后, 一手商品住宅成交价上涨明显 The average transaction price of new homes in Beijing s urban areas jumped 9.% month on month to RMB44, per sqm in August, while in suburban areas, it rose 5.5% to RMB2, per sqm. 8 月份主城区一手商品住宅成交均价环比上涨 9.% 到每平方米人民币 4.4 万元, 次城区环比上涨 5.5% 达到每平方米人民币 2. 万元 Amongst all new home transactions, the proportion of high-end properties continued widening. 在所有一手住宅成交之中, 高端住宅的占比逐步扩大

2 1/212 1/212 1/212 September 213 Beijing Residential Market Watch Monthly Highlights of new home market 12, 1, 8, 6, 4, 2, New-home transaction volume and average price in Beijing Transaction units(lhs) Average price(rhs,rmb/sqm) 3, Source: Knight Frank, Beijing Municipal Commission of Housing and Urban-Rural Development 25, 2, 15, 1, 5, August s average new home transaction price was RMB24,6 per sqm in Beijing. The average transaction price of new homes hit RMB2, per sqm in April 212. Afterwards, it hovered at RMB2,-23, per sqm for about a year. After new control rules were launched in March this year, the transaction prices of new homes started an upward trend, achieving RMB24,6 per sqm in August. Demand from end-users remained strong in Beijing s residential market. The Five New Measures launched at the end of March, imposing restrictions on the transactions of pre-owned homes, stimulated the transactions and price growth of new homes. Average price of one new home unit in Beijing million per unit The average unit value of new homes was RMB2.8 million in August. The average Gross Floor Area (GFA) of new homes sold in Beijing has remained at about 12 sqm in recent years. Thus, the average unit value grew along with the rising average transaction price Source: Knight Frank, Beijing Municipal Commission of Housing and Urban-Rural Development The average unit value hit RMB3.1 million in May, then it declined in June, but in August, it rebounded to RMB2.8 million. If a family pays RMB.8 million as a down-payment, this family will need to pay about RMB12, per month over the next 3 years for the RMB2. million mortgage, which is a heavy burden for most middle-class families. Average price of new homes in urban/suburban areas in Beijing Average price in urban areas(rmb/sqm) Average price in suburban areas(rmb/sqm) 5, 45, 4, 35, 3, The average transaction price of new homes in Beijing s urban areas jumped 9.% month on month to RMB44, per sqm in August, while in suburban areas, it rose 5.5% month on month to RMB2, per sqm. The average price of new homes in both urban and suburban areas started to rise in April after the Five New Measures were executed. 25, 2, 15, 1, Source: Knight Frank, Beijing Municipal Commission of Housing and Urban-Rural Development The average transaction price of new homes in Beijing s urban areas jumped 9.% month on month to RMB44, per sqm in August. Suburban areas recorded over 7, transactions in August, accounting for 86% of the total transactions of new homes. The average price in suburban areas hovered at around RMB16, per sqm for a year before March 213, then started to go straight up from April and reached RMB2, per sqm in August. 2

3 KnightFrank.com.cn High-end new-home transaction volume and proportions High-end new home transaction units(lhs) Proportion of high-end new home transaction units(rhs) Source: Knight Frank, Beijing Municipal Commission of Housing and Urban-Rural Development 1.% 8.% 6.% 4.% 2.%.% The proportion of high-end new home transactions continued widening. Transactions of high-end new homes with an average price of over RMB4, per sqm reached 54 in August, accounting for 6.7% of the total transactions. Amongst the deals, the proportion of high-end new homes is showing an upward trend. The average GFA per unit of high-end new homes priced at RMB4, per sqm or above sold in Beijing has declined from 23 sqm to 2 sqm over the past two years. However, due to increases in transaction prices, the average unit value of high-end new homes remained at about RMB1 million. Major luxury residential sales transactions in Beijing Development Location Area (sqm) Price (RMB/sqm) Unit Price (RMB million) No. 8 Royal Park East 4 th Ring , Mandarin Court East 2 nd Ring , West Chateau North East 5 th Ring 395 6, Source: Knight Frank, Beijing Municipal Commission of Housing and Urban-Rural Development Major luxury residential leasing transactions in Beijing Development Location Floor Area (sqm) Monthly rental (RMB / month) The Mission Lufthansa High floor unit 26 35, Hairun Apartment Lidu Mid floor unit 8 8, Chevalier Taiyanggong Mid floor unit 11 12, Source: Knight Frank 3

4 September 213 Beijing Residential Market Watch Monthly Major residential market news Macroeconomic market: From January to August, the total consumption sales in Beijing recorded RMB billion, up 8.7% year on year. The growth rate slowed down further. Land market: Sunac China (1918.HK) obtained the Nongzhanguan plot on 4 September for a total value of RMB2.1 billion and the construction of a 278,-sqm hospital (GFA) elsewhere. The land floor price hit RMB73,99 sqm, setting a new record on floor value in Beijing. The land is a rare plot for residential use inside the Third Ring Road. The land size is 28,1 sqm and the construction area is 59, sqm. Pre-owned home market: In August, sales of pre-owned homes in Beijing reached 11,125 units, up 6.8% compared to the previous month. The average transaction price rose 3% to RMB29,97 per sqm. Notes: New homes in this report exclude low-income housing. Urban areas refer to Dongcheng, Xicheng, Haidian, Chaoyang, Fengtai and Shijingshan. All other districts are referred to as suburban areas. 4

5 1/212 1/212 1/212 KnightFrank.com.cn 一手商品住宅市场整体概况 12, 1, 8, 6, 4, 2, 北京一手商品住宅成交量及均价走势成交套数 ( 左轴 ) 成交均价 ( 右轴, 人民币 / 平米 ) 3, 25, 2, 15, 1, 5, 8 月全市一手商品住宅成交均价达到每平方米人民币 2.46 万元一手商品住宅成交均价自 212 年 4 月突破每平方米人民币 2. 万元以后, 在每平方米人民币万元之间徘徊了一年左右自新国五条实施之后,213 年 4 月份开始, 一手商品住宅价格呈现出明显的上涨趋势, 并在 8 月达到每平方米人民币 2.46 万元北京市住宅市场刚性需求较为旺盛, 而 3 月底出台的新国五条对二手房的买卖限制较大, 是促使一手房市场量价齐升的原因之一北京一手商品住宅套总价人民币万元月份, 一手商品房单套总价平均为人民币 284 万元北京市一手商品住宅的套均面积近年来一直在 12 平米左右, 没有显著变化随着成交均价的逐步提高, 套总价也随之上升一手商品住宅平均套总价在今年 5 月份达到人民币 31 万元,6 月份有所回落,8 月份回升到人民币 284 万元 15 若首付人民币 84 万贷款人民币 2 万, 这个家庭需要在未来 3 年里每月还款人民币 1.2 万元左右对多数中产阶级来说都是不小的负担 5, 45, 4, 35, 3, 25, 2, 15, 1, 北京市一手商品住宅主次城区成交均价走势主城区成交均价 ( 人民币 / 平米 ) 次城区成交均价 ( 人民币 / 平米 ) 8 月份主城区一手商品住宅成交均价环比上涨 9.% 到每平方米 4.4 万元, 次城区成交均价上涨 5.5% 突破每平方米 2. 万元从左图里可以看到, 继新国五条执行之后的 4 月份开始, 主城区和次城区一手商品住宅均价均出现了明显的上涨势头主城区一手商品住宅成交均价环比上涨 9.% 到每平方米 4.4 万元次城区在 8 月份成交了 7, 余套, 占总成交套数 86% 次城区一手商品住宅的成交均价在今年 3 月份之前的一年里徘徊于每平方米 1.6 万元左右, 自 4 月份以来开始加速上涨, 并在 8 月份达到每平方米 2 万元 5

6 1/ 年 9 月北京住宅市场观察月刊高端住宅成交套数及占比高端住宅成交套数 ( 左轴 ) 高端住宅成交套数占比 ( 右轴 ) 1.% 8.% 6.% 4.% 2.%.% 高端住宅成交量占比逐步提升成交均价在每平方米人民币 4 万元以上的高端住宅 8 月份成交 54 套, 占总成交套数的比例近年来呈现上升趋势, 并在 8 月份达到 6.7% 成交均价在每平方米人民币 4 万元以上的高端住宅套均面积由两年前的 23 平方米逐步下降到今年的 2 平方米, 但由于成交均价的上涨, 平均单套总价依然保持在人民币 1, 万元左右北京近期高端住宅项目成交案例项目名称位置建筑面积 ( 平方米 ) 成交均价 ( 每平方米人民币 ) 套总价 ( 万元 ) 合生. 霄云路 8 号东四环 ,55 7,65 长安太和东二环 ,5 1,665 西山壹号院西北五环 395 6,387 2,385 北京近期高端住宅租赁案例租赁物业名称位置楼层面积 ( 平方米 ) 月租 ( 人民币 ) 九都汇燕莎高层单元 26 35, 海润公寓丽都中层单元 8 8, 裘马都太阳宫中层单元 8 12, 数据来源 : 莱坊 6

7 KnightFrank.com.cn 住宅市场相关新闻摘选宏观市场 : 1-8 月, 北京市实现社会消费品零售额 5,316.5 亿元, 同比增长 8.7%, 增速再次放缓土地市场 : 9 月 4 日, 融创集团 (1918.HK) 以人民币 21 亿元, 另加异地建设 27.8 万平方米的医院面积竞得农展馆地块, 折合楼面价高达每平方米人民币 73,99 元, 再次刷新北京地价单价纪录该地块是三环内少有的住宅地块, 土地面积 2.81 万平方米, 建筑面积 5.9 万平方米二手房市场 : 8 月北京全市二手住宅网签总量为 11,125 套, 环比上涨 6.8%, 交易均价为每平方米人民币 29,97 元, 环比上月上涨了 3% 注 : 本报告中的商品住宅剔除了保障房数据主城区包括东城西城海淀朝阳丰台和石景山区 ; 其他为次城区范围 7

8 213 年 9 月北京住宅市场观察月刊 Research 研究报告 Head of Beijing Office Hengky Nayoan Managing Director hengky.nayoan@cn.knightfrank.com Research & Consultancy Thomas Lam Director, Head of Research & Consultancy, Greater China thomas.lam@hk.knightfrank.com Jingjing Zhang Senior Manager Research & Consultancy, Beijing jingjing.zhang@cn.knightfrank.com Julia Lv Analyst Research & Consultancy, Beijing julia.lv@cn.knightfrank.com Regina Yang Director, Head of Research & Consultancy Shanghai regina.yang@cn.knightfrank.com Ocean Ruan Manager Research & Consultancy, Guangzhou ocean.ruan@cn.knightfrank.com Beijing Residential Jackie Zhu Senior Manager jackie.zhu@cn.knightfrank.com Joy Zhao Manager joy.zhao@cn.knightfrank.com 北京总经理何金亮董事总经理 hengky.nayoan@cn.knightfrank.com 研究及咨询部林浩文董事及研究及咨询部主管, 大中华区 thomas.lam@hk.knightfrank.com 张婧婧高级经理北京研究及咨询部 jingjing.zhang@cn.knightfrank.com 吕亚军分析员北京研究及咨询部 julia.lv@cn.knightfrank.com 杨悦晨董事及研究及咨询部主管, 上海 regina.yang@cn.knightfrank.com 阮扬经理广州研究及咨询部 ocean.ruan@cn.knightfrank.com 北京住宅部朱瑞虹高级经理 jackie.zhu@cn.knightfrank.com 赵静经理 joy.zhao@cn.knightfrank.com Knight Frank Research provides strategic advice, consultancy services and forecasting to a wide range of clients worldwide, including developers and investors, as well as financial and corporate institutions. All recognise the need for the provision of expert independent advice, customised to their specific needs. Our worldwide research reports are also available at KnightFrank.com. Knight Frank 213 This document and the material contained in it is general information only and is subject to change without notice. All images are for illustration only. No representations or warranties of any nature whatsoever are given, intended or implied. Knight Frank will not be liable for negligence, or for any direct or indirect consequential losses or damages arising from the use of this information. You should satisfy yourself about the completeness or accuracy of any information or materials. This document and the material contained in it is the property of Knight Frank and is given to you on the understanding that such material and the ideas, concepts and proposals expressed in it are the intellectual property of Knight Frank and protected by copyright. It is understood that you may not use this material or any part of it for any reason other than the evaluation of the document unless we have entered into a further agreement for its use. This document is provided to you in confidence on the understanding it is not disclosed to anyone other than to your employees who need to evaluate it. 莱坊研究团队向众多商业和住宅物业客户, 包括发展商投资者金融机构和企业机构提供策略性建议市场预测和顾问服务客户均认为我们按其特定需要提供的专业和独立意见能切合他们的需要浏览莱坊的全球研究报告, 请登入 KnightFrank.com 莱坊 213 本文件及其内容只提供一般数据, 可能随时变更而不作另行通知所有图片只供展示用途本文件并不表示意图或暗示任何性质的代表或担保因使用此数据而直接或间接引致的损失或损毁, 莱坊恕不负责客户应自行确保数据或内容的完整和准确性本文件及其内容属莱坊所有, 使用者知悉其中的观点, 概念及建议均属莱坊的知识产权所有, 并受版权保护除了对上述文件作出评估外, 若非已与莱坊达成协议, 任何人不得以任何原因使用这些内容或其部分本文件在保密的情况下提供予使用者, 除参与评估此文件的人员外, 恕不得向任何人透露 8

2014 年前言房地产投资信托基金 (Real Estate Investment Trusts,REITs) 在海外早已发展成熟, 而香港政府去年也进一步准备放宽房托限制, 相比之下, 中国已经改革开放

2014 年前言房地产投资信托基金 (Real Estate Investment Trusts,REITs) 在海外早已发展成熟, 而香港政府去年也进一步准备放宽房托限制, 相比之下, 中国已经改革开放研究报告 REITs 中国路 2014 年 2014 年前言房地产投资信托基金 (Real Estate Investment Trusts,REITs) 在海外早已发展成熟, 而香港政府去年也进一步准备放宽房托限制, 相比之下, 中国已经改革开放三十年, 对房托发展至今还未