
戴德梁行不動產估價師事務所所長楊長達指出,科技業因訂單滿手急需產能,出現超價購買廠房甚至開價即成交的情況,土地單價已達每坪50萬元以上。前三季商用不動產成交金額達2654億元,其中第一、第三季單季均破千億,科技業自用需求為市場主要支撐。
AI-generated summary
科技業受AI訂單驅動,需求急速成長,導致產能不足。廠房成為擴產關鍵資產,尤其在土地資源有限的台灣,推高廠房交易價格。
戴德梁行不動產估價師事務所所長楊長達表示,科技業積極買廠房補上訂單產能。(記者徐義平攝)
〔記者徐義平/台北報導〕AI科技訂單滿到明年,科技大廠「超價」(超越市價)買廠房,甚至為擴充產線需求,出現「開價就是成交價」的情形。
戴德梁行不動產估價師事務所所長楊長達表示,過去科技業能夠接受買地蓋廠房的土地單價,大概就是30到40萬元,但日月光買乖乖中壢廠房、欣興買普利司通湖口廠房等兩個交易案,若不計入建物價值、每坪土地單價均為50萬元。
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而每坪50萬元以上的成交單價其實已跳脫過往科技業生產基地成本的觀念,主要是因為訂單滿手,優先考量是應付手中急單,只要有廠房釋出且符合大多需求,基本上連「議價」都沒有就砸錢買下。
不過,他認為,這種情況雖然還會持續幾年,但這些科技大廠其實也一直在政府要地蓋廠房,一旦政府提供相較便宜、甚至市場行情的土地,基本上科技大廠超價買舊廠房的情況可能就此終結。
Q1、Q3商用不動產交易額均破1千億
戴德梁行估價及顧問服務部協理李易璇表示,今年前3季商用不動產成交金額累積達2654億元,其中第1季、第3季的單季成交金額均破1千億元,這是過往沒看過的熱絡紀錄。
尤其前十大商用不動產交易案中,7筆為自用需求,其實不乏科技大廠買廠房,且目前科技大廠買廠房的交易額都很大機率能夠超越建商單一季度的購地金額。
展望後市,科技業自用需求仍為商用不動產市場的主要支撐。若美國大型雲端服務供應商持續投入 AI 基礎建設,並帶動台灣供應鏈訂單成長,企業擴產及購置廠房的需求可望延續。
至於,投資市場方面,租戶條件及租金收益穩定性,仍將是壽險業評估不動產投資的重要考量。
一手掌握經濟脈動 點我訂閱自由財經Youtube頻道
AI outlook — possibilities, not facts
科技業超價買廠房現象將持續幾年
Likely · Within years
美國大型雲端服務供應商持續投入AI基礎建設將帶動台灣供應鏈訂單成長
Possible · Within months

Hong Kong's West Kowloon Cultural District is preparing to tender a prime residential site to ease financial pressures, but experts warn that land sales will only provide temporary relief and cannot replace a sustainable long-term funding model for the arts hub.

Real estate market expert Li Tongrong analyzed the liquidity risks of the real estate market in 2026 and pointed out that the increase in cancellations of pre-sale houses is a warning sign. However, as homeowners make concessions, transaction volume has rebounded. He emphasized that a moderate correction in housing prices will help market liquidity. At present, the over-lending ratio of bank mortgage loans remains low and systemic risks are still controllable.

Statistics from Yongqing Real Estate Group show that among the top 10 administrative districts in Taiwan with the most number of cancellations of pre-sale houses in the first half of 2024, Taoyuan City accounts for the most in 5 districts (Yangmei, Zhongli, Taoyuan, Dayuan, Guanyin). Taichung City’s Xitun District ranks first in Taiwan with 365 cancellations and 9.87 billion yuan in contract cancellation amount, and Tainan City’s Annan District ranks second with 329. Contract cancellations are concentrated in rezoning areas and industrial clusters that have been actively developed in recent years, mainly because the seventh wave of credit controls and the tightening of bank mortgage loans have affected the financial arrangements of buyers.

There is very little developable land around Taipei Main Station. Savills was entrusted with the bidding of a section of Chongqing South Road in Taipei City's Zhongzheng District. It covers an area of 106.78 square meters and has 320.11 square meters of above-ground buildings. It belongs to the fourth type of commercial district. The bid opening date is November 16. In recent years, the CNR business district has promoted development through the reconstruction of dilapidated old buildings. In the past three years, five cases of dilapidated old buildings have been approved. The hot transaction areas are concentrated on Nanyang Street, Xinyang Street and Boai Road. The recent transaction amount of a single Toitian transaction reached 800 million yuan. The asset company also purchased 7 Tootian buildings for reconstruction, with a total amount of 1.19 billion yuan. Driven by the Western District Gateway Plan, Taipei Double Star Building C1, Haiyue International and other landmark projects will be completed in 2027, which is expected to increase the momentum of the business district and drive the continued advancement of surrounding urban renewal and dilapidated reconstruction.

The pre-sale project "Wen Xin Mu Mu" in Section 2, Datong Road, Xizhi District, New Taipei City, was sold for 900,000 yuan per square meter, with a total price of 32.97 million yuan, setting a record high in Xizhi housing prices. Experts analyzed that the main reasons include brand builders, transportation advantages near Xike Station and rare large base scale.

Taoyuan City is promoting the first batch of "affordable housing". The Department of Land and Resources of the Ministry of the Interior expressed no objection, but pointed out that because the property rights and land will be entrusted to a third party, the public has not fully obtained property rights, which may lead to purchase and sale disputes and controversies similar to those in the past for land rights housing. It called on the Taoyuan City Government to comprehensively consider and implement countermeasures.