整体商厦空置率亦升至15.7%水平，属历来新高，有外资代理行代理认为，需求始终会回来的，不过，目前供过于求，预期空置率攀升，租金继续受压。

该代理表示，过去4年来，市场出现戏剧性变化，高峰直插低谷，前所未见，「以往，很容易看到未来1年，甚至3年走势，这次真令大家意外。」该代理说，事实上，2018、2019年，商厦供不应求，低空置，租金高踞不下，随后一场政治活动引发动乱，疫市接踵而至，令市况大反转。「疫市时最差，去年今年痊瘉中，由大病至康復中，信心将慢慢恢復，当经济前景好转，才能重拾信心。」

「信心将慢慢恢復」

该代理强调，正如预期中，通关后商厦市场慢热，中资、外资均未积极扩充，市场缺乏刚性需求，惟未来3年供应源源不绝。以前，中环空置率3%，从未见「双位数」，整体新供应需3至5年时间吸纳，该代理深信，需求终有一天会回来，只不过短期内，空置率继续攀升，令租金受压。

「以往旺市时，企业争相扩充，纷承租多10万方呎楼面，此情此景，短期内不可能发生！」该代理形容市场淡静，少人睇楼，租金由2019年至今跌逾30%，乐观方面来看，令租客受惠，在中环核心区觅位，租金支出大减，「租金低企，业主又好倾又肯让步，不少租客锁定长租约。」

三至五年吸纳新供应

根据该代理行资料显示，2023年上半年，市场租赁约2022年全年一半，然而，今年第2季按季跌26%，只有78.6万方呎。受大型升级搬迁活动，过去连续三季净吸纳，今年第2季跌至负数，上半年负吸纳量27.67万方呎，空置楼面1,350万方呎，属历来新高，上半年整体空置率升0.4个百分点，达到15.7%历史新高。

今年第二季整体租金按季跌0.5%，半年跌幅2.2%，然而，中环租金去年第二季开始稳定，最新按季升0.1%。

(星岛日报)

中资佔整体市场比例为14.5%

近年来，中资公司经常大手承租商厦，市场瞩目，不过，有外资代理行代理认为，中资公司佔整体商厦楼面约980万方呎，比例14.5%，其于中环佔用250万方呎楼面，比例为19.6%。

在眾多地区当中，该代理看好中环区，作为商厦市场火车头，跌市时，中环率先下跌，升市时率先上升，具指标性，多新楼，代表有新改变，西九龙也是好地方，新项目落成，带来崭新前景，而且，有很多设施配合，高铁吸引中资公司。

中环作为市场「火车头」

鰂鱼涌主要项目由大业主持有，租金较稳定。上环及湾仔则聚集一定楼龄商厦，业权分散，租金受压。

该代理说，从微观来看，写字楼租赁关乎物业、业主及租客，从宏观来看，与经济、地缘政治息息相关，由中美关係、环保ESG以至在家工作，都带来重大影响。一个政策更可带来巨变。过往，当内地市场开放予外资保险公司，剎时间，过百家保险公司进驻，令商厦需求大增；不过，环顾现时的香港，则未有政策足以带动需求，以续租主导，缺乏新租及扩充，令市场吹淡风。

(星岛日报)

$390m foreclosed Shousun Peak home up for auction

A foreclosed house at Shouson Peak in Shouson Hill is scheduled to be auctioned on Wednesday with a reserve price of HK$390 million, or HK$91,981 per square foot, in what is believed to be the most expensive sale for a repossessed property in recent years.

The first house on 9 Shouson Hill Road, with an area of 4,240 sq ft plus a 889-sq-ft roof, 2,733-sq-ft garden and 1,705-sq-ft car parking space, will be among the 13 properties on auction on the day, according to the Memfus Wong Auctioneers.

It was said that the original owner purchased the property for HK$388 million in 2016. A similar size house in the project changed hands for HK$430 million, or HK$101,487 per sq ft in 2021.

Meanwhile, only two transactions were recorded in the 10 major housing estates over the weekend as mortgage loan rates increased following the rise in the prime rate last week and buyers were attracted to new projects.

That was a slump of 71 percent from seven deals recorded last week and also the lowest since May, according to a property agency.

Prospective buyers generally adopted a wait-and-see attitude after major local lenders raised the prime rate by 12.5 basis points to the highest in 15 years at 5.875 percent, a property agent said.

That would push the mortgage rate up by the same amount.

In addition, developers were launching new homes for sale with competitive pricing, resulting in further pressure on the secondary market, the agent added.

In Hung Hom, Henderson Land Development (0012) is said to have received more than 200 checks for the 56 flats in the first batch of Baker Circle Greenwich.