一 | 去年达MOP项目中 数EC单位转售毛利润率破100% 根据合登集团数据，去年和今年共有九个EC项目满五年MOP，可开始转售套利。今年达到五年MOP的项目中，位于杨厝港的Hundred Palms Residences最吸金，扣除交易费和税务，转售毛利高达71万3800元，毛利润率最高93.2%。Hundred Palms Residences去年达MOP的项目中，好几个单位转售时毛利润率冲破100%，包括乐阳轩（Sol Acres）、万宝园（Treasure Crest）和万乐轩（Wandervale）。 Vladimir Putin has prepared a cunning new “raw materials trap” relying on Bolivia’s fledgling lithium mining industry, with the trap expected to “snap shut” and leave the West again dependent on Russia for its raw material needs, Welt contributor Tobias Kaufer fears.,Pointing to the Latin American nation’s massive, untapped deposits of lithium, Kaufer expressed concerns over Russia’s interest in helping Sucre tap these resources, which are crucial for the production of batteries for electric vehicles.,According to the US Geological Survey, Bolivia’s proven lithium reserves are the largest in the world, with the country’s 21 million tons ahead of Argentina and Chile (which have 19 and 9.8 million tons-worth of reserves, respectively, and together account for more than 30 percent of global lithium output).,“Those with access to the deposits can have a say in the commodity’s prices and availability. Russia apparently has particularly good chances in Bolivia at the moment,” Kaufer wrote. For Europe, he warned, Moscow’s success in the lithium ‘poker game’ would make the commodity another area where the EU depends on Russia, just like with oil and gas.,Russia’s success will be contingent on “the outcome of the Bolivian political crime thriller,” the contributor stressed, pointing to the raging struggle between President Luis Arce, a member of former president Evo Morales’ Movement for Socialism party, and right-wing forces backed by the US attempting to overthrow leftist forces.,Ex-Bolivian President Jeanine Anez Sentenced to 10 Years in Prison Over 2019 Coup11 June, 01:54 GMT,“This is where Russia comes in. Morales is considered a clear supporter of Vladimir Putin,” Kaufer wrote, recalling the former president’s calls for an “international mobilization to stop the interventionist expansionism of NATO and the United States” in March following the escalation of the crisis in Ukraine, and years of efforts by Sucre to shore up ties with Moscow during his presidency.,“If Moscow now succeeds in supporting the socialist’s return to power, the path to the lithium deposits would be clear. At the very least, Morales could urge President Arce to sign a deal with the Russians,” the Welt contributor believes.,Rosatom, the Russian state nuclear giant, has expressed interest in helping Bolivia tap its lithium riches, and is one of six companies which have applied for their development. Others include Lilac Solutions (a US-based start-up with investments from BMW and Bill Gates’ Breakthrough Energy Ventures), Chinese battery giant CATL, and three other Chinese companies.,Along with its interest in Bolivia’s lithium, Rosatom has teamed up with Norilsk Nickel to mine for lithium ores in Russia’s Murmansk region. Last year, the company also announced plans to build a major lithium ion cell manufacturing facility in Kaliningrad, with the ambitious project hoping to begin churning out up to 4 GWh worth of batteries, or about 0.5 percent of total global demand, by 2024.,Morales' Legacy: Bolivian Joint Nuclear Project With Russia's Rosatom Unique for Latin America10 June 2021, 16:53 GMT。 乐阳轩（Sol Acres）万宝园（Treasure Crest）万乐轩（Wandervale）执行共管公寓转售利润节节升高，过去三年转售的单位，扣除卖方印花税后的平均毛利超过51万元，比2020年冠病疫情前三年的31万多元，高出近65%。受访分析师指出，相较于私宅和政府组屋，转售执行共管公寓（EC）取得的利润比率极为可观。这或许意味，是时候重新检讨EC相关政策，包括采纳跟黄金和优选地段组屋一样、长达10年的最低居住年限（Minimum Occupancy Period，简称MOP），以及增加政府售地计划（GLS）的EC供应。不过，分析师也指出，新的EC项目尺价越来越高，如今在高峰期购买的买家，未来卖出时利润率可能下降。
二 | 受访分析师提供给《联合早报》的数据，2022年、2023年，以及2024年（截至8月11日），转售EC单位扣除卖方印花税后的平均毛利，为51万8428元。相比之下，2020年疫情前三年，也就是2017年至2019年期间，转售EC单位扣除卖方印花税后的平均毛利，为31万5038元。这两段期间的平均毛利，相差64.6%。合登集团高级数据分析总监李思德也观察到，去年和今年转售的EC单位，较2018年至2020年卖出的更赚钱。ALTURA EC (ACS 英华小学一公里）橙易集团首席研究与战略总监孙燕清指出，转售EC价格近几年增长速度加快，带动EC转售市场利润大幅提高。市区重建局数据显示，转售EC的平均尺价不断提高，从2019年的848元，涨至2022年的1100元，以及2024年截至8月11日的1293元。孙燕清说：“相较于一些私宅和组屋，EC的利润率相当可观。
三 | 由于政府给予这类买家大量补贴，而EC政策已实施一段时间，是时候重新检讨。
四 | 政府即将在新的分类制度下推出新建组屋，它们须遵守新政策和购买条件。
五 | 有鉴于此，为未来所有获津贴的房屋统一条例会比较好。”NORTH GAIA EC （义顺唯一EC 崇福小学一公里）今年10月起，预购组屋会按照新的分类框架出售，即标准（Standard）、优选（Plus）和黄金（Prime）地段，以确保组屋价格合理，避免买家不公平地获取暴利。
六 | 处于黄金和优选地段的组屋将有长达10年的MOP规定。此前，大亨房地产网站（MOGUL.sg）首席研究师麦俊荣就说，不排除政府也会对EC做出类似调整。EC是私宅和组屋的混合体，申请者总家庭月入不可超过1万6000元，新EC售价比私人公寓低，购屋者可享津贴。EC同组屋一样，设购买条件和转售限制。目前，屋主须住满五年，才能把房子卖给公民和永久居民。10年后，EC项目私有化，房子可卖给外国人和公司团体。
七 | 博纳产业研究与内容主管黄秀莹说，EC转售盈利取决于多个因素，包括进场价、购买和转售时的供需、市场整体状况。“假设未来几年私宅市场价格增长平稳或缓慢，甚至调整，那么今时今日购买价格较高EC单位的买家，届时不太可能获得巨大收益。
八 | ”博纳产业8月5日发布针对约1250名组屋屋主进行的调查显示，55%受访者认为新EC价格，令人难以负担。对此，博纳产业提出几项建议，包括把目前30%的每月偿还贷款比率（Mortgage Servicing Ratio）调高、上修家庭月收入顶限，以及通过政府售地计划（GLS）正选名单中推出更多EC地段。LUMINA GRAND EC (ACS 英华小学一公里）地段尺价屡创新高 EC土地尺价最近屡创新高。8月初，白沙区惹兰罗央勿刹的EC地段招标截止，最高竞标价相当于容积率每平方英尺729元，创下新高。分析师估计，EC项目销售尺价或超1550元，料再创新标杆。根据博纳产业计算，过去几年，政府每年通常推出两幅正选EC地段供招标，展商标地竞争更激烈，进而推高竞标价格，若每年可推出四幅，有助抑制竞标价。国家发展部今年2月5日通过书面答复宏茂桥集选区议员颜添宝询问时透露，2021年到2023年，EC单位供应稳步增加，去年推出两幅正选EC地段，可兴建1260个单位，为三年最大供应量。今年推出的正选EC地段也有两幅，可兴建1270个单位。当局当时说：“政府将继续关注经济和楼市状况，必要时灵活调整未来GLS供应，包括EC。
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