成屋賣壓仍大 建照核發量止跌回升
2017/9/30
<p class="MsoNormal" style="line-height: 23pt; margin-top: 9pt; text-align: justify;"><a name="OLE_LINK1"></a><span style="font-family: 微軟正黑體, sans-serif;">自由時報【馮牧群】</span></p>
<p class="MsoNormal" style="line-height: 23pt; margin-top: 9pt; text-align: justify;"><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">面對房地產冷淡市況,近幾年建商大多減量開發、保守推案,然而已連續下滑</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">3</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">年的建照執照核發件數及總樓地板面積,都在今年雙雙回升。專家提醒,雖然市場對房價接受度轉好、建商購地意願提升,但成屋市場的賣壓仍不容小覷,尤其該特別當心推案量大的重劃區。</span></p>
<p class="MsoNormal" style="line-height: 23pt; margin-top: 9pt; text-align: justify;"><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">內政部統計資料顯示,今年</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">1</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">至</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">7</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">月平均每月核發建照件數</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">2,005</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">件、總樓地板面積為</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">233</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">萬平方公尺,分別比去年同期增加</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">11.1%</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">及</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">11%</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">,總樓地板面積以商業類增加</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">61.64%</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">最多,住宿類住宅減少</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">0.95%</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">。主要集中在</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">6</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">都,占總面積</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">68.2%</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">,其中以桃園市核發</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">292</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">萬平方公尺、台中市</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">227</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">萬平方公尺、新北市</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">188</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">萬平方公尺最多,與去年同期相比,高雄市增加</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">59.2%</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">最多、新北市增加</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">35.1%</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">居次、桃園市增加</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">23.2%</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">為第</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">3</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">,僅有台北市為負成長。</span></p>
<p class="MsoNormal" style="line-height: 23pt; margin-top: 9pt; text-align: justify;"><strong><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif; color: #002060;">法規變革刺激申請量</span></strong><strong><span style="font-size: 13pt; font-family: Arial, sans-serif; color: #002060;"> </span></strong><strong><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif; color: #002060;">商業面積大增</span></strong></p>
<p class="MsoNormal" style="line-height: 23pt; margin-top: 9pt; text-align: justify;"><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">內政部表示,國內建照件數、總樓地板面積在</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">2008</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">年遭逢金融海嘯後大幅下降,至</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">2013</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">年高峰後,連續</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">3</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">年呈現下降趨勢,直到今年</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">1</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">至</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">7</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">月出現反轉上升現象。瑞普萊坊市場研究部副總監黃舒衛分析,經過去年房市最差的狀況,今年中古屋交易量約有</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">2</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">成復甦、中南部土地買賣量增,建商開始願意購地推案,不管從市場前端或後端來看,信心面都比去年好很多,加上房價修正到一定程度,買方意願也有回升跡象。</span></p>
<p class="MsoNormal" style="line-height: 23pt; margin-top: 9pt; text-align: justify;"><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">黃舒衛補充,諸如屋簷、雨遮等建築法規明年起有所改變衍生的部分搶照潮、建商爭取新興重劃區的開發時程獎勵容積、台北市都市更新通過案件增多等等,都是建照數量與面積回升的主要原因;另一方面,政府對商業區開發規範趨嚴,建商提高收益型的商業設施比重,著眼長期穩定的租金收益,創造現金流形成趨勢,使商業類總面積大幅成長。</span></p>
<p class="MsoNormal" style="line-height: 23pt; margin-top: 9pt; text-align: justify;"><strong><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif; color: #002060;">使照呈現遞延效應</span></strong><strong><span style="font-size: 13pt; font-family: Arial, sans-serif; color: #002060;" lang="EN-US"> </span></strong><strong><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif; color: #002060;">餘屋去化壓力仍大</span></strong></p>
<p class="MsoNormal" style="line-height: 23pt; margin-top: 9pt; text-align: justify;"><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">對照建築物使用執照的核發件數、總樓地板面積自</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">2012</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">年上升後,在去年開始下降,今年</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">1</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">至</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">7</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">月核發使照件數為</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">1</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">萬</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">2,623</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">件、總樓地板面積</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">1,563</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">萬平方公尺,分別比去年同期減少</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">3.92%</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">及</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">4.68%</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">,是延續建照自</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">2013</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">年高峰後下降的遞延效應,換句話說,使照為建照的落後指標。</span></p>
<p class="MsoNormal" style="line-height: 23pt; margin-top: 9pt; text-align: justify;"><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">總樓地板面積</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">6</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">都中以新北市</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">258</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">萬平方公尺、台中市</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">224</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">萬平方公尺、桃園市</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">212</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">萬平方公尺最多;與去年同期比較,台南市增加</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">32.97%</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">最大、新北市增加</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">30.88%</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">居次、台中市增加</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">19.4%</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">為第</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">3</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">。總樓地板面積以住宿類住宅占</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">50.76%</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">最多,工業、倉儲類占</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">23.89%</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">居次,但與去年同期比較,工業、倉儲類增加</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">21.56%</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">、住宿類住宅量縮</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">17.64%</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">,市場明顯出現變化。</span></p>
<p class="MsoNormal" style="line-height: 23pt; margin-top: 9pt; text-align: justify;"><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">「建商有開發時間及資金壓力,建照量增不能斷定為房市復甦」,淡江大學產業經濟系副教授莊孟翰觀察,最近數月以來,使照核發數量均超越建照是個問題,代表市場將有大量供給產生,去年整體新案銷售率還不到</span><span style="font-size: 13pt; font-family: Arial, sans-serif;" lang="EN-US">3</span><span style="font-size: 13pt; font-family: 微軟正黑體, sans-serif;">成,可見餘屋去化的賣壓之大,當建商、投資客、中古屋同時在市場競爭,民眾心理又預期房價下跌,推案量過大、機能尚未到位的重劃區會是重災區,預估接下來市場為價跌、量微升走勢。</span></p>
<p class="MsoNormal" style="line-height: 23pt; margin-top: 9pt; text-align: center;"><img src="http://img.ltn.com.tw/Upload/house/page/2017/09/29/170929-3942-5-azD07.jpg" alt="" /></p>