中新社香港10月3日电 香港铁路有限公司(简称"港铁")3日举行北环线项目启动仪式。北环线是北部都会 区(简称"北都")的集体运输骨干，也是港铁正在推展的多个铁路项目中规模最庞大的一个。 随着北环线(第一部分)项目协议较早前签订落实，港铁正全速推进主线建造工程，同时开展支线的详细 规划及设计工作。港铁表示，北环线主线将串联东铁线与屯马线，支线则直通深圳皇岗口岸，成为香港 与中国内地间第三条直接过境的铁路连接线。 香港特区政府运输及物流局局长陈美宝在启动仪式上表示，今天正式启动的北环线，是北都基建中的标 志性项目，更是打通北都人流、为区域全面发展带来养分的运输动脉。主线部分将成为北都多个新发展 区的公共运输骨干，并与现有的东铁线及屯马线形成一个贯通新界和九龙市区的环状铁路，大幅提升铁 路网络的覆盖和韧性；而支线部分更会接入新皇岗口岸并提供便捷的"一地两检"通关模式，连通港深地 铁网络。 港铁公司主席欧阳伯权致辞表示，北都是香港未来发展的新引擎，而铁路一直是香港高效、可靠的集体 运输骨干。北环线项目不仅会显著提升北都的通达性，还将进一步深化香港与内地的跨境联系。港铁会 继续善用创新技术，并通过高效管理，朝着不迟于 ...

新华社香港9月29日电香港特区行政长官李家超29日主持"北部都会区发展委员会"首次工作会议，聚焦 讨论和指导三个工作组的未来工作方向和策略，以加快北部都会区发展。三个工作组将尽快展开工作， 按指示方向全力推进北都加快发展。 特区行政长官2025年施政报告中提出成立"北都发展委员会"，下设三个工作组，旨在强化督导及推动北 部都会区全面提速发展，聚焦推进北部都会区专属法例工作、协助产业进驻企业落户、敲定北都大学城 发展策略以及加快审批和落实土地建设项目。 李家超在会上表示，北都具备独特的区位优势，面积和未来人口约占香港整体的三分之一，是香港经济 发展的新引擎，具有巨大发展潜力和经济价值，将创造大量职位，提升人员收入和香港整体竞争力。 他说，加快推动北都高效建设，是香港未来发展的当务之急和战略重点，特区政府必须全力以赴，抢占 发展先机，推动香港经济迈向高增值及高竞争力的新台阶。 李家超指出，特区政府过去三年已对北都制定基础规划并加快建设，成立并由他亲自领导"北都发展委 员会"的主要目的是要提升北都发展的决策层次，简化行政流程，拆墙松绑，突破瓶颈，以新思维达致 安全、省钱、省时间的建筑目标，并为加快北都发展订立专项法 ...

Group 1: Policy Focus - The Chief Executive of Hong Kong, John Lee, emphasized that "benefiting people's livelihood" is a key focus of the new policy report, aiming to enhance long-term economic competitiveness and improve citizens' happiness and sense of gain [2][11] - The report outlines nine key areas related to citizens' daily lives, with housing being the top priority, including accelerated construction of public housing and innovative "simple public housing" initiatives [2][3] Group 2: Northern Metropolis Development - The Northern Metropolis is highlighted as strategically important, occupying one-third of Hong Kong's land, with plans to accelerate its development and attract industries and major projects [4][6] - A new "Northern Metropolis Development Committee" will be established to streamline administrative processes and introduce competitive practices for land management [5][6] Group 3: Housing and Land Policies - The government plans to allow the transfer of unused plot ratios from redevelopment projects to other areas, aiming to optimize land use and facilitate urban renewal [3][6] - A pilot program will permit property owners to offset land compensation costs by returning land to the government, with specific compensation rates set for different land classifications [6][7] Group 4: Financial Market Initiatives - The report proposes exploring the reduction of the stock settlement cycle to T+1, with consultations planned for the first half of next year [9] - The government aims to optimize the "New Capital Investor Entry Scheme" by lowering the residential transaction threshold to HKD 30 million, enhancing the scheme's attractiveness to investors [10]

Group 1: Northern Metropolis Development - The Northern Metropolis concept was first introduced in the 2021 policy report, covering an area of approximately 300 square kilometers, aimed at becoming an economic engine driven by innovation and technology [2] - The Chief Executive emphasized the region's strategic importance, as it borders Shenzhen and accounts for about one-third of Hong Kong's future population, presenting significant economic value and development potential [2] - A "Northern Metropolis Development Committee" will be established to accelerate development, with the Chief Executive as the chair, and three working groups focusing on operational models, university city planning, and overall project management [2][3] Group 2: Financial Market Development - The Hong Kong stock market has shown strong performance, with the Hang Seng Index rising over 20% since the beginning of the year and IPO fundraising exceeding HKD 130 billion, a nearly sixfold increase year-on-year [6] - The policy report outlines plans to assist mainland tech companies in raising funds in Hong Kong and to optimize listing regulations, including exploring the shortening of the stock settlement cycle to T+1 [6][7] - The report also aims to attract more overseas companies to list in Hong Kong, leveraging the unique connectivity mechanisms with mainland China [6] Group 3: Housing and Living Standards - The government plans to increase public housing supply to 189,000 units over the next five years, reducing the average waiting time for public housing from 6.1 years to a target of 4.5 years by 2026-27 [11] - There will be a shift in housing policy from rental to ownership, with increased support for home ownership programs and adjustments to eligibility criteria for public housing residents [11][12] - The report proposes to lower the investment threshold for residential properties, allowing high-net-worth individuals more options in the housing market, which is expected to stimulate demand [12]

Group 1: Northern Metropolis Development - The Northern Metropolis concept was first introduced in the 2021 policy report, covering an area of approximately 300 square kilometers, aimed at becoming an economic engine driven by innovation and technology [2] - The Chief Executive emphasized the strategic importance of the Northern Metropolis, which borders Shenzhen and is expected to account for one-third of Hong Kong's future population, creating numerous jobs and enhancing productivity [2][5] - A new "Northern Metropolis Development Committee" will be established to accelerate development, with three working groups focusing on operational models, university town planning, and overall project management [3][4] Group 2: Financial Market Development - Hong Kong's stock market has shown strong performance, with the Hang Seng Index rising over 20% since the beginning of the year and IPO fundraising exceeding HKD 130 billion, marking a nearly sixfold increase year-on-year [6] - The policy report outlines measures to attract overseas companies for secondary listings in Hong Kong, leveraging the unique connectivity with mainland China [6][7] - Proposed changes include shortening the stock settlement cycle to T+1, which aligns with international standards and enhances market liquidity [7] Group 3: Housing and Living Standards - The government aims to increase public housing supply to 189,000 units over the next five years, reducing the average waiting time for public housing from 6.1 years to a target of 4.5 years by 2026-27 [10][11] - The policy shift focuses on facilitating home ownership rather than rental, with plans to increase the supply of subsidized housing and optimize transfer arrangements for public housing residents [10][11] - Adjustments to the capital investment scheme will lower the investment threshold for residential properties, potentially boosting demand in the real estate market [11]

人民财讯9月17日电，9月17日，香港特区行政长官李家超发表任内第四份施政报告，其中关于北部都会 区的标书尤为引人关注。李家超表示，北部都会区是香港经济发展的新引擎，具有非常大的潜质。香港 特区政府会加快发展北部都会区，成立由李家超领导的"北都发展委员会"，制订北部都会区各发展区的 营运模式。与此同时，推动大学城建设；研究北都大学城发展模式。 ...

Core Viewpoint - Hong Kong real estate stocks experienced an afternoon rally, driven by market expectations of favorable government policies in the upcoming 2025 policy address [1] Group 1: Stock Performance - New World Development (00016) rose by 4.33% to HKD 97.55 - Hang Lung Properties (00101) increased by 2.33% to HKD 8.8 - Hysan Development (00012) gained 2.07% to HKD 27.6 - Henderson Land Development (00014) climbed 1.71% to HKD 16.08 [1] Group 2: Government Policy Expectations - The Hong Kong government is set to announce the 2025 policy address on Wednesday, 17th - UBS anticipates the government will reduce stamp duty on residential properties valued between HKD 4 million to HKD 6 million - Proposed initiatives include a "Home Purchase Fund" plan, further relaxation of capital investor entry qualifications, and measures to attract more mainland visitors [1] Group 3: Impact on Real Estate Developers - The new policy address is expected to benefit developers such as Hysan Development, New World Development, and Sino Land - Increased mainland visitor traffic is likely to support regional mall owners, including Wharf Real Estate Investment and Hysan Development - Accelerated development in the Northern Metropolis may pose negative implications for MTR Corporation due to rising capital expenditure concerns, but could positively impact land reclamation for Henderson Land Development [1] Group 4: REITs and Market Outlook - UBS predicts that the inclusion of Real Estate Investment Trusts (REITs) in the mutual market connectivity will have a positive effect on Link REIT [1]

Core Viewpoint - Hong Kong real estate stocks experienced an afternoon rally, driven by market expectations of favorable government policies in the upcoming 2025 policy address [1] Group 1: Stock Performance - Sun Hung Kai Properties (00016) rose by 4.33% to HKD 97.55 - Hang Lung Properties (00101) increased by 2.33% to HKD 8.8 - Henderson Land Development (00012) gained 2.07% to HKD 27.6 - Hysan Development (00014) climbed 1.71% to HKD 16.08 [1] Group 2: Government Policy Expectations - The Hong Kong government is set to announce the 2025 policy address on Wednesday, 17th [1] - UBS anticipates the government will further reduce the stamp duty on residential properties valued between HKD 4 million to HKD 6 million [1] - Proposed measures include the establishment of a "Home Purchase Fund" plan and further relaxation of residential property investment qualifications for capital investors [1] Group 3: Impact on Real Estate Developers - The new policy address is expected to benefit developers such as Henderson Land, Sun Hung Kai Properties, and Sino Land [1] - Increased mainland visitor arrivals are projected to support regional mall owners, including Wharf Real Estate Investment and Hysan Development [1] - Accelerated development in the Northern Metropolis may pose negative implications for MTR Corporation due to rising capital expenditure concerns, but could positively impact land reclamation for Henderson Land [1] Group 4: REITs and Market Outlook - UBS forecasts that the inclusion of Real Estate Investment Trusts (REITs) in the mutual market connectivity will have a positive effect on Link REIT [1]

香港地政总署公布，屯门海珠路屯门市地段第569号的用地，以10.89亿港元批予信和置业(00083)旗下天 衡有限公司，批租期为50，每呎楼面地价约3860港元，较市场估值上限高出近38%。信置执行董事田兆 源表示，非常高兴投得地皮，认为项目位置优越，交通网络四通八达，背靠大湾区，加上受惠北部都会 区发展机遇，项目极具发展潜力，形容为集团土地储备增添一幅上佳地皮。他又重申，集团对香港前景 充满信心。 项目地盘面积约4.7万平方呎，若以地积比率6倍计算，估计可建楼面面积约为28.2万平方呎，地皮发展 规模适中，估计可兴建逾500个住宅单位，以中小型户为主。 该地皮于上周五(8日)截标，并接获8份标书，包括长实(01113)、保利置业(00119)、嘉华国际(00173)、 中海外(00688)、会德丰地产、信置等均有递交标书。综合市场估算，该地皮估值由4.2亿至7.9亿港元。 ...

Group 1 - The Hong Kong government has conducted over 40 consultation sessions since the public consultation for the Policy Address began in June, receiving more than 5,500 submissions, which is nearly a 10% increase compared to the same period last year [1] - Citizens generally recognize the government's willingness to reform and address long-standing issues, supporting initiatives such as the establishment of a simple housing system and proposed regulations for ride-hailing services [1] - There is a consensus that policies should balance macroeconomic development with micro-level improvements in people's livelihoods, emphasizing the importance of detail and communication in policy-making [1] Group 2 - There is significant public support for the accelerated development of the Northern Metropolis, which is viewed as a new engine for future growth, advocating for innovative construction methods and materials [2] - The Hong Kong economy is currently undergoing a transformation, with the government believing that opportunities outweigh challenges, and that economic transformation is essential for competitiveness and strength [2] - The government plans to implement proactive policies to create opportunities and support businesses facing pressures, aiming to guide society through challenges [2]