中国地产研究办公室-调控新政下商业地产市场走势分析.pdfVIP

商业地产显现补涨行情 ——调控新政下商业地产市场走势分析  2010 年北京商业供给面积约183 万平方米，需求面积约255 万平方米， 需求大于供给将近40%。2010 年商业地产将出现大幅回暖，空置率下降，将带动另 一轮的商业地产开发热潮。  包括建行、工行在内的5 家知名银行已陆续取得金融租赁公司资质， 注册资本之和达到137 亿，其业务方向将为商业地产，设立专项资金用作购买商业 地产。粗略统计，未来金融租赁公司将在商业地产行业注入近千亿资金。  政策从紧，楼市受到遏制，商业地产发展出现新契机。  商住倒挂现象减轻，热钱流向商业地产，受投资者追捧。  大型房地产开发商向商业地产转型，竞争日趋激烈。  南城、通州及北部居住区将成为商业发展热点。  大型社区商业模式将成为主导，多中心格局初步成型。 单位： 中国不动产研究中心 21 世纪不动产商业地产 调控新政下，商业地产走势分析报告 目 录 一、 近期出台政策解读：商业地产未受波及···············································1 二、 新政出台“商住倒挂”现象有望扭转···················································3 1.楼市新政后，商业地产显现补涨行情······························································································4 2.典型项目价格变化情况·······················································································································4 3.典型项目租金变化情况·······················································································································5 4.商业地产补涨行情原因分析···············································································································5 三、 撤场资金逐利，数千亿资金涌入商业地产············································6 1.银行成立金融租赁公司，设专款投资商业地产··············································································6 2.千亿游资涌入商业地产市场···············································································································7 四、 地产企业纷纷转战商业地产·································································8 五、 物业价格和租金不会出现大幅波动 ······················································9 六、近几年市场变化情况及2010 年发展预测·················································10 1、近3 年商户开店需求变化分析···································································································10