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近期重要財經資訊 |
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住宅價格指數連漲 22 季 整體市場「量價俱揚」 【經濟日報 / 2024-4-20】
內政部昨（19）日發布 2023 年第 4 季住宅價格指數為 136.2，續創新高，季增 2.27%，年增 6.81%，連 22 季上漲。雖然整體房市「量價俱增」。不過，內政部表示，從長期趨勢觀察，2023 年住宅價格指數平均季漲幅為 1.66%，相較 2021、2022 兩年的平均季漲幅 2.09%、2.07% 來說，已相對收斂。 |
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Fed 褐皮書：美經濟和物價成長速度和緩 整體前景較悲觀
【經濟日報 / 2024-5-30】
聯準會褐皮書調查顯示，自 4 月初以來，大多數轄區的經濟以「小幅或和緩」的速度擴張，消費者因物價上漲而減少購買。 |
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景氣回升明確 4 月台經院製造業景氣燈號轉向綠燈 【工商時報 / 2024-5-30】
台股大盤 30 日續跌，惟類股輪動持續表現，台灣經濟研究院 30 日發布 4 月製造業景氣概況，製造業景氣信號值連續 3 個月走升，4 月已到 14.24 分，景氣燈號由代表景氣低迷的黃藍燈轉為持平的綠燈，也是接連第 2 個月燈號轉好。 |
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主計總處上修經濟成長率 3.94% CPI 年增 2.07% 仍破通膨警戒 【公視新聞網 / 2024-5-30】
行政院主計總處上修今（ 2024 ）年經濟成長率為 3.94%，看好景氣復甦。不過消費者物價指數（ CPI ）年增率也上修至 2.07%，連續 3 年突破通膨警戒線，外食、房租漲勢延續。 |
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主計總處大幅上修今年經濟成長率至 3.94% 近 3 年最佳 【中央社 / 2024-5-30】
受惠於人工智慧（ AI ）商機大爆發，主計總處今天大幅上修 2024 年經濟成長率至 3.94%，為近 3 年最佳，下半年出口可望持續增溫。主計總處表示，AI 需求非常強勁，但同時波動起伏會比較大，若突然有變數，就可能衝擊經濟表現。 |
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囤房稅 2.0 7 月上場 先建後售兩樣情 【中國新聞網 / 2024-6-8】
囤房稅 2.0 將在 7 月登場，若超過 5 年賣不掉的餘屋，建商將面對最高 4.8％的稅率，一推出就倒數計時的先建後售案首當其衝，不過，住展雜誌統計，今年 1 至 5 月北台灣公開先建後售案戶數加總達 1,588 戶，還較去年同期 1,132 戶增加 4 成，其中新竹地區增幅高達 303.2％，新北市則有 114.3％。不過，高價的台北及位在後山的宜蘭則較去年推案數下滑 3 至 5 成。 |
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近期地上權招標案 |
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國產署首推四宗長照地上權 權利金底價共計 3.13 億 【經濟日報 / 2024-5-27】
配合國家政策需要，財政部國產署增訂指定產業公開招標設定地上權，並擇定長照產業試行。今日公告四宗精華區國有土地標的，土地面積共計 2.41 公頃，合計權利金底價 3 億 1,323 萬餘元，公告期間 3 個月，至 8 月 26 日 17 時截止收件，並預計 6 月辦理招商說明會。 |
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緯創取得內湖區潭美段地上權案 要在內湖打造 AI 科技廊道 【聯合報 / 2024-6-7】
緯創 5 月 9 日就公告取得內湖區潭美段地上權（基地一）標案，基地一土地面積為 6,407.79 平方公尺，容積率均為 225%，建蔽率為 40%，地上權存續期間為 60 年，基地鄰近內湖科技園區，周邊輕工業、辦公大樓及企業總部林立，且距離緯創內湖行善路辦公區及台北市數位內容創新中心暨緯創總部僅 1 公里。 |
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緯穎內湖設新總部 輝達傳落腳南港 【中時新聞 / 2024-6-8】
代工大廠緯創及散熱大廠緯穎，日前公告取得台北市內科 2 塊基地 60 年的地上權，7 日與北市政府舉行簽約典禮，將打造緯穎的企業總部，緯穎董事長暨策略長洪麗甯指出，希望在 2030 年以前創造 8,000 億元產值，以及 3,500 個就業機會。 |
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近期景氣對策信號 Business Cycle Indicators - Light Signal & Total Scores |
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- 113 年 4 月景氣對策信號綜合判斷分數為 35 分，較上月增加 4 分，燈號轉為黃紅燈。其中，受惠人工智慧等應用需求持續擴增，帶動生產、機械及電機設備進口值等指標轉呈紅燈，加以領先及同時指標持續上升，顯示國內景氣穩定回溫。
In April 2024, the comprehensive judgment score of the economic policy signal was 35 points, an increase of 4 points from the previous month, changing the signal to yellow-red. The demand driven by continuous expansion in artificial intelligence applications led to indicators such as production and imports of machinery and electrical equipment turning the signal red. Additionally, the leading and coincident indicators continued to rise, indicating that the domestic economy is steadily recovering.
- 展望未來，受惠全球商品貿易成長回升、人工智慧等新興技術應用商機活絡，出口可望續呈穩健成長態勢；投資方面，企業為維持技術領先優勢、因應數位與淨零轉型，將持續投入研發與製程改善，加上政府提升公共建設執行力道，均可望挹注投資動能；內需方面，受惠就業市場穩定、基本工資調升及國內股市交易活絡，以及政府致力減輕民眾交通、居住、就學負擔，有助提高民眾可支配所得，延續消費動能。惟主要國家降息時程未定、地緣政治風險持續、及美中角力升溫等影響全球經濟成長力道之不確定因素仍存，後續發展仍須密切留意。
Looking ahead, benefiting from the rebound in global commodity trade growth and the business opportunities activated by emerging technologies such as artificial intelligence, exports are expected to continue to show steady growth. Enterprises will continue to invest in research and development and process improvements to maintain a technological lead and respond to digital and net-zero transitions. Additionally, the government's enhanced efforts in public infrastructure are expected to further boost investment momentum.
For domestic demand, the stable job market, the increase in the minimum wage, the active trading in the domestic stock market, and government efforts to reduce the burden of transportation, housing, and education for the public will help increase disposable income and sustain consumer spending. However, uncertainties such as the timing of interest rate cuts by major countries, ongoing geopolitical risks, and the escalating U.S.-China rivalry continue to impact global economic growth, and these developments need to be closely monitored.
資料來源：國家發展委員會，統計至 2024 年 4 月。
Source: National Development Commission, data updated until April 2024.
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五大銀行新承做購屋貸款金額與利率 Taiwan’s Top Five Bank’s Average Mortgage Rate and Amount |
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- 本（ 2024 ）年 4 月五大銀行（台銀、合庫銀、土銀、華銀及一銀）新承做放款加權平均利率為 2.155％，較 3 月的 2.017％ 上升0.138 個百分點，主要係因週轉金及購屋貸款利率較 3 月上升所致。若不含國庫借款，則本年 4 月五大銀行新承做放款加權平均利率為 2.170％，亦較 3 月的 2.061％ 上升 0.109 個百分點。
In April 2024, the weighted average interest rate on new loans issued by the five major banks ( Bank of Taiwan, Land Bank of Taiwan, Taiwan Cooperative Bank, First Commercial Bank, and Hua Nan Bank ) was 2.155%, an increase of 0.138 percentage points from 2.017% in March. This rise was mainly due to higher interest rates on working capital and housing loans compared to March. Excluding treasury loans, the weighted average interest rate on new loans issued by the five major banks in April 2024 was 2.170%, also an increase of 0.109 percentage points from 2.061% in March.
資料來源：中華民國中央銀行全球資訊網，統計至 2024 年 4 月。
Source: Central Bank of the Republic of China ( Taiwan ) official website, data updated until April 2024.
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建物移轉登記量分析（所有權第一次）Analysis of Property Transfer Registration ( First-time Ownership ) |
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年份
Year |
縣市
Citiy |
買賣移轉棟數
First - Time Property Transfer Registration |
年變動
Yearly Variation |
變動率
Variation Rate |
2024 年 4 月
2024. April |
六都
Six Major Cities |
6,562 |
年減↘
Decrease ↘ |
-6.59% |
2024 年 4 月
2024. April |
台北市
Taipei |
1,034 |
年增↗
Increased ↗ |
146.19% |
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建物移轉登記量分析（買賣）Analysis of Property Transfer Registration ( Buy - Sell Transactions ) |
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建照、使照量分析 The Number of Building Permits and Usage Permits |
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- 2024 年 4 月建照戶數較上月減少、使照核發戶數變化較上月減少。
In April 2024, the number of issued construction permits decreased compared to the previous month, resulting in a reduction in the total number of permitted households.
- 整體建照、使照及供給戶數整體有逐漸減少之勢，綜觀整體房市熱絡，持續關注市場變化。
Overall, there is a trend of gradual decline in the number of building permits, occupancy permits, and supply of housing units. Given the overall active real estate market, it is important to continue monitoring market changes.
資料來源：台北市建管處，因資料發布之時間差，統計至 2024 年 4 月。
Source: Taipei City Building Management Office, data updated until April 2023.
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台北市住宅交易量分析 Analysis of Residential Property Transaction Volume in Taipei City |
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- 2024 年 3 月 - 2024 年 4 月交易熱門區域為中山區、內湖區、大安區。
The popular areas for transactions from March 2024 to April 2024 were Zhongshan District, Da'an District, and Neihu District.
- 中山區、內湖及大安交易量為北市最熱絡，全區市場較為平穩，外部影響因素增多，使台北住宅交易市場放緩。
Transactions in Zhongshan District, Neihu, and Da'an remain the most active in Taipei City, with the overall market showing relative stability. However, increased external influences have contributed to a slowdown in the residential property market in Taipei.
資料來源：台北市地政局，因資料發布之時間差，統計至 2024 年 4 月。
Source: Taipei City Land Administration Agency. Data is updated until April 2024.
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台北市住宅交易總價帶與類型分析 Analysis of Residential Property Transaction Price Ranges and Types in Taipei City |
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- 2024 年 3 月 - 2024 年 4 月台北市住宅交易雖主要集中在總價 2,000 萬元以內， 比例為 55.71，較上季略為減少。
From March 2024 to April 2024, residential property transactions in Taipei City mainly concentrated on properties priced at 20 million NTD or below, accounting for 55.71% of transactions, slightly lower than the previous quarter.
- 1,001 - 2,000 萬住宅交易其次，比例持平平穩。
Residential property transactions in the price range of NTD 10.01-20 million were the second most common, with a stable and consistent proportion.
- 4,000 萬以上住宅交易占全市交易 31.40%，比例持平平穩。
Residential property transactions with prices above NTD 40 million accounted for 31.40% of the total transactions in the city, remaining stable.
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- 2024 年 3 月 - 2024 年 4 月住宅交易產品類型主要集中公寓產品，占比約 63.94%，比例平穩
。
From March 2024 to April 2024, residential property transactions in Taipei City mainly centered around apartment buildings, accounting for approximately 63.94% of transactions. The proportion remained stable during this period.
- 2024 年 3 月 - 2024 年 4 月住宅交易仍以屋齡 31 年以上為最大宗，占比略增加至 60.20%。
From December 2023 to January 2024, residential property transactions continued to be dominated by properties with an age of 31 years and above, representing the majority at approximately 60.20%. The proportion slightly increased during this period.
資料來源：台北市地政局，因資料發布之時間差，統計時間為 2024 年 4 月。
Data Source: Taipei City Land Administration, Statistics as of April 2024.
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台北市捷運線整體平均行情 Property Overview by Taipei Metro Route |
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- 近期台北市捷運線週邊住宅平均交易單價區間擴大，交易也分散，但明顯成交單價持續略微升高。
Recently, the average transaction prices for residential properties around Taipei's MRT lines have seen an expanded range, indicating a more dispersed market. However, there has been a noticeable slight increase in transaction prices overall.
- 近期捷運線周邊住宅交易坪數小坪數仍為主力。
Small-sized residential units continue to dominate transactions around the metro lines.
資料來源：台北市地政局，因資料發布之時間差，統計時間為 2024 年 3 月 - 2024 年 4 月，統計資料為捷運站 300 公尺內之實價登錄交易資料。
Source: Taipei City Land Administration Agency. The statistics cover the period from Mar 2024 to Apr 2024 and are based on the transaction data recorded within a 300-meter radius of MRT stations.
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