儘管央行上修今年經濟成長率至3.5％
楊金龍：經濟復甦但不強勁
Weekly News Highlight
1.儘管央行上修今年經濟成長率至3.5％ 楊金龍：經濟復甦但不強勁
2.銀行：央行恐出手降溫房市
3.全台投資擴廠潮 辦公室推案創新高
4.健身品牌續約增租明曜 月租232萬今年最大手筆
5.台中兩大百億級地上權案流標 廠商觀望縮手
6.華友聯與台灣三井高雄合建住宅大樓 挑戰鳳山房價天花板
1.儘管央行上修今年經濟成長率至3.5％ 楊金龍：經濟復甦但不強勁
2024.06.06聯合報 I 記者陳儷方／台北即時報導
中央銀行下周四將召開第2季理監事會議，央行總裁楊金龍今（6）日到立法院財政委員會進行專案報告，對於央行理監事會議是否會再給外界驚喜，閉口不談。但央行根據主計總處已修正的第1季經濟成長數，央行也將上修全年經濟成長率，約至3.5％，楊金龍認為，當前國內經濟狀況雖是復甦，但不是很強勁。
楊金龍6日赴財委會，進行「日圓貶值效應會否導致亞洲貨幣競貶，及對台灣經濟影響」專題報告。
楊金龍在回答立委林德福質詢時表示，由於第1季經濟成長率數據已出，根據更新的第1季數據及第2、3、4季的預估值重新計算，全年經濟成長率可調升至3.5％，國內經濟狀況是復甦，但不是很強勁。
此外，央行對房市的選擇性信用管制已多季沒有調整，林德福認為，房市在新青安房貸的點火下，愈來愈旺，央行日前又找房地產業者喝咖啡，央行對房貸的選擇性信用管制措施是否會有下一步？
楊金龍說，央行例行性會找房地產相關業者及學者來央行討論，了解市場狀況，從相關數據來看，房地產貸款確實有點居高不下，但相關措施會在央行理監事會議中討論，央行必須聽取理監事的意見再做決策。
2.銀行：央行恐出手降溫房市
2024.06.04工商時報 I 記者孫彬訓／台北報導
中央銀行正在蒐集房市資訊，極可能在本月祭出新房市管制措施。據銀行業者透露，近期收到央行詢問，新青安房貸加計超出額度的一般房貸後的貸款成數，整理房貸成數等，央行也電詢銀行，是否有調高房貸成數逾8成5的規劃，透露央行在6月理監事會中可能有新的措施。
銀行主管評估，央行會統整各銀行房貸數字後，13日極可能祭出管控房貸成數政策，如房貸加計修繕貸款、新青安加計非新青安房貸，整體房貸成數不得超過85成或9成，一方面拉高民眾自備款，也能降低銀行不動產放款過度集中的風險，亦能對房市有一定降溫作用。
據央行統計，4月底全體銀行不動產貸款占總放款比率為37.21％，雖比2月底的37.3％略為下降，仍是高於2020到2022年的水準，顯示銀行不動產授信仍是相對集中；加上不動產移轉棟數、各區房價亦持續成長，外界亦開始批評新青安房貸助漲房價等，央行在3月無預警升息半碼，且強調持續檢討、持續關注房市信用管制措施後，6月極可能會真的出手。
銀行推測下周四央行理監事會可能朝加強管控受限戶，如再調降最高貸放成數，或高價宅認定價格等，甚至不排除升息的可能。
銀行主管指出，目前房市降溫困難，主要是新青安房貸催化，為兼顧政策美意，建議央行可聯合財政部、國稅局等，要求新青安房貸借款人要定期提出所得來源沒有租金收入，等於是「期中覆審」，避免假自用真出租，若有出租行為，將追回補貼利率或收回貸款等。
公股銀主管認為，上半年房市熱絡，房價居高不下，央行不僅不會放鬆房市管制措施，甚至可能再祭降溫手段。許多民眾試算新青安房貸的支出跟租金差不多，有利率補助又能取得寬限期5年的40年房貸，推升民眾借新青安購屋投資的意願。
多家公股銀統計新青安房貸申貸男性比重高於女性，30歲～39歲占比最高，其中超過新青安1,000萬元上限，需再搭配其他房貸的比重約有3成，凸顯槓桿加大情況。
3.全台投資擴廠潮 辦公室推案創新高
2024.06.05自由時報 I 記者徐義平／台北報導
地緣政治議題發酵，台灣因擁有完整產業聚落及供應鏈支援度，不只台商回流、外商也因高度信賴加碼投資。根據內政部最新統計，去年全國核發辦公室使用執照面積破三百萬平方公尺，創二○○八年以來新高，辦公室推案潮也從以往集中於雙北市，湧向台南、雲林、新竹等縣市。
根據統計，去年全國核發建築物使照總樓地板面積約三一九六萬平方公尺、約九六六．七九萬坪，以辦公室樓地板面積成長最多、年增一．二四倍；而去年核發辦公室使照樓地板面積達三三二．二三萬平方公尺、約一○○．四九萬坪，是一九九一年有統計以來，第四度突破三百萬平方公尺。
馨傳不動產智庫執行長何世昌指出，近年辦公室推案潮不再侷限雙北市，中南部也有頂級辦公室建案推出；雙北辦公室推案潮主要是老舊辦公大樓重建及公有地招商案，中南部則受惠於產業投資擴廠需求，推案熱潮可說是從台灣頭燒到台灣尾。
台南雲林新竹 使照樓板面積成長多
高力國際業主代表服務部董事黃舒衛分析，辦公室新增供給往往是房市落後指標，因從產業面來看，辦公室需求是三級產業，以金融、保險、貿易、顧問等為主，或是企業總部需求，多屬於支援、整合功能。
他指出，去年辦公室使照樓地板面積成長較多區域是台南、雲林、新竹等縣市，而非台北市、新北市及台中市等主要都會區，顯示高科技製造業投資已驅動生產聚落重組，帶動區域商業開發與需求升級。
第一太平戴維斯研究部資深協理丁玟甄觀察，近幾年辦公室推案動能，主要來自三大方向，首先是老舊商辦改建潮，尤其不少大型集團持有的舊商辦透過危老、都更途徑，獲得改建容積獎勵。
此外，建商也看好全台投資擴廠潮，除了續推住宅新案外，也在台商或外商投資熱區推出商辦預售案；最後是公部門大型公辦都更、捷運聯開案或是地上權案，因受限於使用分區、地主或當地市場供需，多興建辦公大樓。在多股力量推升之下，造成全台辦公室使照面積大增。
4.北市東區商圈回春？ 明曜百貨頂樓月租232萬創天價
2024.06.05自由時報 I 記者朱語蕎／報導
北市一線商圈東區匯聚多家百貨公司，惟其樓層租金外界大多難以得知，住商機構觀察台北地政雲，發現明曜百貨頂樓與次高樓近期以每月逾232萬元出租，為今年截至目前為止，北市最高總價租金交易。
大家房屋企劃研究室公關主任賴志昶分析，此交易坪數多達943.6坪，且為知名百貨的高樓層，又包含外牆廣告效益，因此才會出現百貨樓層租金總價更勝信義區商辦的情形。
根據台北地政雲揭露，明曜百貨12、13樓建物坪數共約943.6坪，3月以每月232萬1362元出租，換算租金單價約2460元。該筆租賃交易備註提到：「續租案件外牆作為廣告使用租金為未稅價；12樓為新租賃樓層、13樓為續租樓層。」
據悉，明曜百貨12樓曾為知名蔬食餐廳「果然匯」，不過該店已於5月熄燈；而13樓則為時尚健身品牌「Space Cycle 台北明曜旗艦館」，依據台北地政雲揭露資料，該品牌不僅續約13樓，且擴大營業至12樓。
住商不動產仁愛光復店經理黃獻寬表示，隨著後疫情時期各項措施解封，北市各大商圈租金價位迎來回春，近期有新光三越 Diamond Tower、大巨蛋議題的東區商區也不例外，正面大馬路1樓店面租金已回到每坪破萬元價位，但若觀察東區二樓以上店面租金行情，價位約落在每坪3000~4000元，以此觀察百貨高樓層租賃案，月租金每坪以2460元成交，其實為頗實惠的一筆交易。
觀察台北地政雲，今年截至目前已揭露前5名高租金實價中，其中4筆皆為蛋黃區商辦或商業大樓，更顯此次百貨公司租賃案的特殊性，賴志昶觀察，過去東區高總價租金交易，較集中於忠孝東路三、四段處，該路段有遠東SOGO 台北忠孝館、遠東SOGO 台北復興館兩大百貨，且有捷運忠孝復興站匯聚人流，租金長年維持高檔。
但隨著大巨蛋開幕，匯聚松山文創園區遊客人潮，使得東區商圈榮景往東部蔓延。而在商圈東段的明曜百貨，本身即為東區經營餘37年的老字號百貨，位處捷運忠孝敦化出入口，近年來更引進「UNIQLO 台北全球旗艦店」等品牌，為百貨公司樓層租金交易帶來助益，如今高樓層再以高額租金成交，可顯東區為北市黃金商圈的地位難以撼動。
5.台中兩大百億級地上權案流標 廠商觀望縮手
2024.06.01經濟日報 I 記者宋健生／台中報導
不動產市場景氣出現下滑警訊？備受矚目的台中水湳經貿園區經貿段6、8地號，以及七期惠民段141地號兩大百億級地上權標案，昨（31）日同步傳出以無業者投標而宣告流標。業界坦言，市場景氣不明朗，加上投資成本過大，因此觀望縮手。
台中躋身第二大都會區，加上建設利多不斷，近幾年吸引台積電（2330）、日本三井集團、統一集團、國泰人壽、大陸建設、冠德建設及好市多等知名企業進駐投資，投資熱度不斷升溫。此次，兩大百億級地上權標案同步流標，令業界大感意外。
Taichung City Tens of Billion Dollar Land Rights Development Project
The main reason why the development of the land rights of Lot 6 and Lot 8 of the Economic and Trade Section has attracted attention is that the ShuiCheng Economic and Trade Park is regarded as "Taichung's next seven-phase department store district". The two lots, with a combined area of 3.86 hectares, can be used for the development of a mixed-use department store and an international hotel, and it is widely rumored that Shin Kong Mitsukoshi has long regarded this site as the first choice of the second building in Taichung.
It is worth noting that the EDC held an investment promotion seminar in February this year, which attracted a number of "big names" to the event, including Cathay Life, Shin Kong Life and Nanshan Life, as well as well-known retailers, department stores and developers such as Tongliu Development under the Uni-President Group, Far East Department Stores, Taiwan Sugar, Hing Fu Fa, Farglory, Kuojian, Xinmeiqi, and Fuhuatronics, etc. The event was attended by a number of well-known retailers, department stores and developers.
This case yesterday, the bidding was aborted, the industry analysis, the ground rights royalties reserve price of up to 9.383 billion yuan, to come up with so much money at once, the pressure on the manufacturers is too high, coupled with the development of a huge scale, the initial estimate of the future total investment amount will be more than 30 billion yuan, is the main reason that led to manufacturers to wait and see and shrink the hands of the main reason.
In this regard, the Taichung City Economic Development Bureau said that it will re-evaluate the investment and development mode, and will not rule out the possibility of adopting the simultaneous bidding and sale of the two pieces of land of Lot 6 and Lot 8 separately.
6.Hurray Union and Taiwan's Mitsui Kaohsiung to build a joint residential building to challenge the ceiling of Fengshan's real estate prices.
2024.06.03 United Daily News I By Wang Zhaoyue / Kaohsiung, Taiwan (Reuters)
Taiwan's Mitsui Real Estate invests in LaLaport in Kaohsiung, optimistic about future development, and joins hands with Huayou Union to develop the project.(1436)In the LaLaport neighborhood to build ultra-high residential buildings, it is estimated that the price per tsing starts from $500,000, will challenge the ceiling of the price of housing in Fungshan District.
After more than 20 years of land rezoning in the Cathay rezoning area behind the Kaohsiung City Council, and the successive construction of the Weiwu Yingjia Art and Culture Center and the Tzu Chi Fung Shan Meditation Hall in the vicinity, Taiwan's Mitsui Real Estate has recently responded to the Kaohsiung Fung Shan Midtown Project by investing heavily in the construction of Mitsui Shopping Park LaLaport, and the development of the area is gradually blossoming into fruition, with a promising trend for the future.
Mr. Lu Zhaoting, Chairman of HYU, said that Kaohsiung has a seaport, an airport, three railways, and a light rail line, and the basic conditions are complete among the six capitals. North Kaohsiung has been sparked by TSMC's plant in the north, and South Kaohsiung has also gained attention due to the construction of the Asia-Wanhai Intelligent Science and Technology Park, and the Fungshan District of the Kuo-tai Redistribution Area, which is regarded as the middle of Kaohsiung, is close to the Lingya, Qianzhen, and Sanmin administrative districts, where the life and functions are mature, and the location is perfect, which has attracted the more than 100-year old Mitsui Group of Japan to cooperate in the development with southern developers. It has attracted the cooperation of Japan's Mitsui Group, which has a history of more than a century, and southern builders to develop the area, and the development of the area is even more promising.
Taiwan's Mitsui Real Estate, in partnership with Hurray Development, broke ground today on the 1,079-ping high-rise building, which is close to the 47-hectare Wei-Wu-Ying National Arts and Culture Center, about a 5-minute drive from National Highway 1, and near the Kaohsiung MRT Orange Line's Fengshan West Station, which will be passed by the MRT Yellow Line in the future.
Hurray Union development pointed out that the Mitsui Real Estate Group in Taiwan since 2016 to develop a number of commercial facilities, including OUTLET and LaLaport, but also continue to develop exquisite residential and quality hotels, this time with the Hurray Union will be co-constructed 31 floors above ground, 6 floors below ground, the total number of 252 units, single-storey 4, 5 merger planning, targeting the middle to high class elite for the customer level, the launch of the three-side of each household! The 3-bedroom apartments with three sides of light are available, ranging from 44 ping to 70 ping, and the mid- to high-rise floors offer a panoramic view of the greenery of Wei-Wu-Ying National Park and the cityscape of Kaohsiung.
Mitsui and Huayou are taking the lead in the Cathay rezoning project, which has been agreed upon after many on-site surveys in Taiwan and Japan. The exterior was created by Zhang Wenming architects, while the public facilities were planned by the MDT design team under the Mitsui Real Estate Group of Japan, and the project is built in cooperation with outstanding designers from both domestic and international organizations, and adopts the standards of vibration-control building and intelligent building design, with the expectation that the special architectural connotation will segregate the market, and the estimated price per ping is soaring to half a million dollars. It is estimated that the price per ping will soar to 500,000 RMB, challenging the ceiling of the real estate price in Fungshan District.
This is Mitsui's first residential project in Kaohsiung in cooperation with a builder," said Mr. Luk Kee Hong, President of WYL Group. "This is just the beginning" of WYL's cooperation with Mitsui in drawing on Mitsui's construction experience and know-how.