每經記者｜陳利 ;   每經編輯｜魏文藝    

| 2024年7月8日(ri) 星期一 |

NO.1 南京取消商品房公證搖號銷售要求

7月5日(ri)，南京市(shi)住房保障和房產(chan)局聯合南京市(shi)司(si)法(fa)局發布通(tong)知《關于(yu)取消商(shang)品住房項(xiang)目公(gong)(gong)證搖號(hao)銷(xiao)售要求(qiu)的通(tong)知》。通(tong)知指出，為(wei)貫徹落實(shi)國家房地(di)產(chan)有關決(jue)策部署，適應房地(di)產(chan)市(shi)場供求(qiu)關系(xi)新變化，經(jing)市(shi)政府同意(yi)，自(zi)即日(ri)起，全市(shi)取消商(shang)品住房項(xiang)目公(gong)(gong)證搖號(hao)銷(xiao)售要求(qiu)，由開發企業自(zi)主銷(xiao)售。

點評：這體現了市場(chang)供求(qiu)關(guan)系的變化，以及政府對市場(chang)調控方式的靈(ling)活應對。開發(fa)企業可以自主銷(xiao)(xiao)(xiao)售(shou)，將提升(sheng)銷(xiao)(xiao)(xiao)售(shou)效率(lv)，降(jiang)低交易(yi)成本，但同時也需要警惕可能出現的不公平銷(xiao)(xiao)(xiao)售(shou)行(xing)為，如價格(ge)操控和(he)優先銷(xiao)(xiao)(xiao)售(shou)給特定(ding)人群。這一政策(ce)的調整，將考驗開發(fa)企業的市場(chang)競爭能力和(he)房產銷(xiao)(xiao)(xiao)售(shou)的公平性(xing)。

NO.2 香港新批4份預售樓花同意書涉及2142個單位

7月(yue)5日(ri)，香(xiang)港地政總(zong)署公布2024年(nian)第二季批出4份預售(shou)樓花(hua)同(tong)(tong)意(yi)書(shu)，共涉及(ji)(ji)(ji)2142個(ge)(ge)(ge)住(zhu)(zhu)宅(zhai)單位(wei)(wei)(wei)(wei)(wei)。據(ju)悉，相(xiang)關住(zhu)(zhu)宅(zhai)項(xiang)目(mu)(mu)分(fen)(fen)(fen)為兩個(ge)(ge)(ge)分(fen)(fen)(fen)期(qi)發展項(xiang)目(mu)(mu)。其中(zhong)，一(yi)項(xiang)目(mu)(mu)為一(yi)個(ge)(ge)(ge)位(wei)(wei)(wei)(wei)(wei)于跑馬地的(de)項(xiang)目(mu)(mu)，共計123個(ge)(ge)(ge)單位(wei)(wei)(wei)(wei)(wei)；另一(yi)項(xiang)目(mu)(mu)為一(yi)個(ge)(ge)(ge)位(wei)(wei)(wei)(wei)(wei)于屯門項(xiang)目(mu)(mu)的(de)兩個(ge)(ge)(ge)分(fen)(fen)(fen)期(qi)以(yi)及(ji)(ji)(ji)一(yi)個(ge)(ge)(ge)位(wei)(wei)(wei)(wei)(wei)于粉嶺項(xiang)目(mu)(mu)的(de)一(yi)個(ge)(ge)(ge)分(fen)(fen)(fen)期(qi)，分(fen)(fen)(fen)別涉及(ji)(ji)(ji)1323個(ge)(ge)(ge)和(he)696個(ge)(ge)(ge)單位(wei)(wei)(wei)(wei)(wei)。截至(zhi)2024年(nian)6月(yue)30日(ri)，有(you)(you)待核準(zhun)的(de)住(zhu)(zhu)宅(zhai)項(xiang)目(mu)(mu)預售(shou)樓花(hua)同(tong)(tong)意(yi)書(shu)申(shen)(shen)請(qing)共30份，共涉及(ji)(ji)(ji)13578個(ge)(ge)(ge)單位(wei)(wei)(wei)(wei)(wei)。此外，地政總(zong)署正處理2份分(fen)(fen)(fen)別涉及(ji)(ji)(ji)332個(ge)(ge)(ge)住(zhu)(zhu)宅(zhai)單位(wei)(wei)(wei)(wei)(wei)和(he)一(yi)個(ge)(ge)(ge)非住(zhu)(zhu)宅(zhai)單位(wei)(wei)(wei)(wei)(wei)的(de)轉讓同(tong)(tong)意(yi)書(shu)申(shen)(shen)請(qing)，而有(you)(you)待核準(zhun)的(de)非住(zhu)(zhu)宅(zhai)項(xiang)目(mu)(mu)預售(shou)樓花(hua)同(tong)(tong)意(yi)書(shu)申(shen)(shen)請(qing)則有(you)(you)3份。

點評：這反映(ying)了香港(gang)當前住宅(zhai)市(shi)場發展的(de)熱絡(luo)和項目(mu)進(jin)(jin)度的(de)推進(jin)(jin)。但考慮到香港(gang)市(shi)場的(de)特(te)殊性(xing)，如高房價和購房門檻，新預售項目(mu)是(shi)否能滿足不同購房者的(de)需(xu)求，尤其是(shi)中低收入人群的(de)需(xu)求，是(shi)評(ping)估(gu)此類消(xiao)息時需(xu)關(guan)注的(de)重點。同時，新住宅(zhai)項目(mu)的(de)供(gong)應(ying)情況將直接影響到當地(di)房地(di)產市(shi)場的(de)供(gong)需(xu)平衡及價格(ge)走勢。

NO.3 石家莊優化多子女家庭公積金貸款套數認定標準

7月(yue)5日，石(shi)(shi)(shi)家(jia)(jia)(jia)莊(zhuang)發布的(de)(de)(de)《關(guan)于優(you)化多(duo)子女(nv)家(jia)(jia)(jia)庭(ting)(ting)住(zhu)(zhu)(zhu)房(fang)(fang)(fang)套(tao)(tao)(tao)(tao)數認定標(biao)準的(de)(de)(de)通知》顯示，多(duo)子女(nv)家(jia)(jia)(jia)庭(ting)(ting)在申(shen)(shen)請住(zhu)(zhu)(zhu)房(fang)(fang)(fang)公積金(jin)貸款購買商品住(zhu)(zhu)(zhu)房(fang)(fang)(fang)時，家(jia)(jia)(jia)庭(ting)(ting)成員在石(shi)(shi)(shi)家(jia)(jia)(jia)莊(zhuang)市(shi)已(yi)有(you)一套(tao)(tao)(tao)(tao)住(zhu)(zhu)(zhu)房(fang)(fang)(fang)的(de)(de)(de)，再次購入的(de)(de)(de)按(an)首套(tao)(tao)(tao)(tao)住(zhu)(zhu)(zhu)房(fang)(fang)(fang)執(zhi)(zhi)行(xing)住(zhu)(zhu)(zhu)房(fang)(fang)(fang)信(xin)(xin)貸政(zheng)策；已(yi)有(you)兩套(tao)(tao)(tao)(tao)住(zhu)(zhu)(zhu)房(fang)(fang)(fang)的(de)(de)(de)，再次購入的(de)(de)(de)按(an)二(er)套(tao)(tao)(tao)(tao)住(zhu)(zhu)(zhu)房(fang)(fang)(fang)執(zhi)(zhi)行(xing)住(zhu)(zhu)(zhu)房(fang)(fang)(fang)信(xin)(xin)貸政(zheng)策。石(shi)(shi)(shi)家(jia)(jia)(jia)莊(zhuang)住(zhu)(zhu)(zhu)房(fang)(fang)(fang)公積金(jin)管理中(zhong)心解讀表示，7月(yue)4日起(qi)，二(er)孩(hai)或(huo)三孩(hai)家(jia)(jia)(jia)庭(ting)(ting)在中(zhong)心申(shen)(shen)請住(zhu)(zhu)(zhu)房(fang)(fang)(fang)公積金(jin)貸款時，申(shen)(shen)請人家(jia)(jia)(jia)庭(ting)(ting)名下在行(xing)政(zheng)區域內已(yi)有(you)一套(tao)(tao)(tao)(tao)成套(tao)(tao)(tao)(tao)住(zhu)(zhu)(zhu)房(fang)(fang)(fang)的(de)(de)(de)，執(zhi)(zhi)行(xing)首套(tao)(tao)(tao)(tao)住(zhu)(zhu)(zhu)房(fang)(fang)(fang)信(xin)(xin)貸政(zheng)策；在行(xing)政(zheng)區域內已(yi)有(you)兩套(tao)(tao)(tao)(tao)成套(tao)(tao)(tao)(tao)住(zhu)(zhu)(zhu)房(fang)(fang)(fang)的(de)(de)(de)，執(zhi)(zhi)行(xing)第二(er)套(tao)(tao)(tao)(tao)住(zhu)(zhu)(zhu)房(fang)(fang)(fang)信(xin)(xin)貸政(zheng)策。

點評：這反映了地方(fang)政(zheng)(zheng)府在促進住房公平(ping)性和(he)支(zhi)持家(jia)庭政(zheng)(zheng)策方(fang)面(mian)的(de)(de)努(nu)力。此(ci)政(zheng)(zheng)策有(you)利(li)于(yu)減(jian)輕多子(zi)女家(jia)庭的(de)(de)經濟壓力，鼓勵生育，同時可能刺激該地區的(de)(de)房地產市場(chang)需(xu)求。不過(guo)，從長期來看，這一政(zheng)(zheng)策的(de)(de)實施效果如何，還(huan)需(xu)要考慮市場(chang)對此(ci)反應以及政(zheng)(zheng)策本(ben)身的(de)(de)持續(xu)性和(he)穩(wen)定性。

NO.4 格力地產擬對原重組方案進行重大調整

7月7日，格(ge)力(li)(li)地產(chan)(chan)發布公(gong)告(gao)(gao)，宣(xuan)布撤回發行股(gu)份及支(zhi)付現金購買資(zi)(zi)產(chan)(chan)并(bing)(bing)募集配套資(zi)(zi)金暨關(guan)聯交易事項申(shen)請文(wen)件，并(bing)(bing)擬(ni)對(dui)原(yuan)(yuan)(yuan)重(zhong)(zhong)(zhong)(zhong)(zhong)大(da)資(zi)(zi)產(chan)(chan)重(zhong)(zhong)(zhong)(zhong)(zhong)組(zu)(zu)方(fang)(fang)(fang)(fang)案(an)(an)(an)(an)進行重(zhong)(zhong)(zhong)(zhong)(zhong)大(da)調(diao)(diao)整。公(gong)告(gao)(gao)顯(xian)示，經初(chu)(chu)步籌劃，調(diao)(diao)整后的方(fang)(fang)(fang)(fang)案(an)(an)(an)(an)為(wei)：格(ge)力(li)(li)地產(chan)(chan)擬(ni)置(zhi)出所持有的上(shang)海(hai)、重(zhong)(zhong)(zhong)(zhong)(zhong)慶、三亞(ya)等地相(xiang)關(guan)房地產(chan)(chan)開發業務對(dui)應的資(zi)(zi)產(chan)(chan)負債及上(shang)市(shi)公(gong)司相(xiang)關(guan)對(dui)外債務，并(bing)(bing)置(zhi)入珠海(hai)免稅集團不低于51%股(gu)權，如存(cun)在估值差額部分將以現金方(fang)(fang)(fang)(fang)式補足。根據(ju)初(chu)(chu)步研究(jiu)和測算，調(diao)(diao)整后的重(zhong)(zhong)(zhong)(zhong)(zhong)組(zu)(zu)方(fang)(fang)(fang)(fang)案(an)(an)(an)(an)預(yu)計將構成(cheng)《上(shang)市(shi)公(gong)司重(zhong)(zhong)(zhong)(zhong)(zhong)大(da)資(zi)(zi)產(chan)(chan)重(zhong)(zhong)(zhong)(zhong)(zhong)組(zu)(zu)管理辦法》規定的重(zhong)(zhong)(zhong)(zhong)(zhong)大(da)資(zi)(zi)產(chan)(chan)重(zhong)(zhong)(zhong)(zhong)(zhong)組(zu)(zu)，預(yu)計不會導致格(ge)力(li)(li)地產(chan)(chan)控股(gu)股(gu)東和實際控制人(ren)發生(sheng)變更(geng)，不構成(cheng)重(zhong)(zhong)(zhong)(zhong)(zhong)組(zu)(zu)上(shang)市(shi)。鑒于重(zhong)(zhong)(zhong)(zhong)(zhong)組(zu)(zu)方(fang)(fang)(fang)(fang)案(an)(an)(an)(an)的調(diao)(diao)整涉(she)及對(dui)交易標的及相(xiang)應指標的調(diao)(diao)整，且相(xiang)應指標調(diao)(diao)整比例預(yu)計將超過20%，構成(cheng)對(dui)原(yuan)(yuan)(yuan)重(zhong)(zhong)(zhong)(zhong)(zhong)組(zu)(zu)方(fang)(fang)(fang)(fang)案(an)(an)(an)(an)的重(zhong)(zhong)(zhong)(zhong)(zhong)大(da)調(diao)(diao)整，需申(shen)請撤回原(yuan)(yuan)(yuan)重(zhong)(zhong)(zhong)(zhong)(zhong)組(zu)(zu)方(fang)(fang)(fang)(fang)案(an)(an)(an)(an)申(shen)請文(wen)件。

點評：這(zhe)(zhe)是公(gong)司業(ye)務(wu)重(zhong)(zhong)心轉(zhuan)(zhuan)移的(de)重(zhong)(zhong)大(da)信號。該(gai)策略可(ke)能(neng)旨在(zai)通(tong)過轉(zhuan)(zhuan)型來(lai)適應(ying)行業(ye)和市(shi)場的(de)新變化，減輕(qing)地(di)產業(ye)務(wu)的(de)資(zi)(zi)本(ben)壓力，同(tong)時(shi)利用珠(zhu)海免稅(shui)(shui)集團的(de)股權增強公(gong)司的(de)盈利能(neng)力及市(shi)場競爭力。這(zhe)(zhe)種資(zi)(zi)產的(de)重(zhong)(zhong)組和優(you)化可(ke)能(neng)有助于改善公(gong)司的(de)資(zi)(zi)產結構和營收(shou)來(lai)源，但(dan)同(tong)時(shi)也(ye)需要(yao)關注此次資(zi)(zi)產置出(chu)帶來(lai)的(de)實質影響及在(zai)免稅(shui)(shui)市(shi)場的(de)表現(xian)。

NO.5 中南建設股票將被深交所終止上市

日(ri)(ri)前(qian)，江蘇中(zhong)南(nan)(nan)(nan)建(jian)設(she)發布公(gong)(gong)告稱，6月(yue)24日(ri)(ri)公(gong)(gong)司收到深圳證(zheng)券(quan)(quan)交(jiao)易所(suo)《關于江蘇中(zhong)南(nan)(nan)(nan)建(jian)設(she)集團股(gu)(gu)(gu)份(fen)(fen)有(you)限(xian)公(gong)(gong)司股(gu)(gu)(gu)票(piao)終止(zhi)上市的決(jue)定(ding)》，公(gong)(gong)司股(gu)(gu)(gu)票(piao)將(jiang)于上述決(jue)定(ding)后15個(ge)交(jiao)易日(ri)(ri)內在深交(jiao)所(suo)摘牌。ST中(zhong)南(nan)(nan)(nan)在公(gong)(gong)告中(zhong)指出，根據深交(jiao)所(suo)相關規定(ding)，公(gong)(gong)司股(gu)(gu)(gu)票(piao)終止(zhi)上市后，將(jiang)轉入全國中(zhong)小企業(ye)股(gu)(gu)(gu)份(fen)(fen)轉讓(rang)(rang)(rang)系(xi)(xi)統有(you)限(xian)責任公(gong)(gong)司依托原證(zheng)券(quan)(quan)公(gong)(gong)司代辦(ban)股(gu)(gu)(gu)份(fen)(fen)轉讓(rang)(rang)(rang)系(xi)(xi)統設(she)立(li)并代為(wei)(wei)管理(li)的兩(liang)網公(gong)(gong)司及(ji)退市公(gong)(gong)司板(ban)塊掛牌轉讓(rang)(rang)(rang)。目前(qian)，公(gong)(gong)司已聘(pin)請西(xi)南(nan)(nan)(nan)證(zheng)券(quan)(quan)股(gu)(gu)(gu)份(fen)(fen)有(you)限(xian)公(gong)(gong)司作為(wei)(wei)主辦(ban)券(quan)(quan)商，委托其(qi)提供股(gu)(gu)(gu)份(fen)(fen)轉讓(rang)(rang)(rang)服務(wu)(wu)，并授權其(qi)辦(ban)理(li)證(zheng)券(quan)(quan)交(jiao)易所(suo)市場登(deng)記結算系(xi)(xi)統股(gu)(gu)(gu)份(fen)(fen)退出登(deng)記，辦(ban)理(li)股(gu)(gu)(gu)票(piao)重新確認及(ji)退市板(ban)塊的股(gu)(gu)(gu)份(fen)(fen)登(deng)記結算、股(gu)(gu)(gu)份(fen)(fen)轉讓(rang)(rang)(rang)服務(wu)(wu)等(deng)事宜。

點評：這表明該公(gong)司(si)已經無法滿(man)足(zu)深交所(suo)的(de)上市條(tiao)件(jian)。此舉對股(gu)東而(er)言可(ke)能(neng)存在較(jiao)大的(de)價格波(bo)動風險以及流動性(xing)(xing)問題(ti)，可(ke)能(neng)預示著公(gong)司(si)在經營管(guan)理、財務(wu)健康度等方(fang)面存在的(de)問題(ti)，未來公(gong)司(si)的(de)發(fa)展策略和財務(wu)重組將(jiang)至關重要。聘請西(xi)南證券作為主辦(ban)券商是一(yi)種應(ying)對策略，目的(de)在于確保在股(gu)份轉讓過程中的(de)有序性(xing)(xing)和合規性(xing)(xing)。

封面(mian)圖片(pian)來(lai)源：每(mei)經制圖