目录一、市场综述........................................................................................................................................61.1三季度观点——短期可操作的楼市长效调控机制：?一个系统+三大利器?...............................61.2商品住宅市场——量价上扬，长效机制该出台了...................................................................11二、长三角地区..................................................................................................................................12（一）上海..................................................................................................................................121．投资开发.........................................................................................................................122.政策动态..........................................................................................................................133．楼市新闻.........................................................................................................................134．土地市场.........................................................................................................................144.1供求分析——金九银十土地盛宴，溢价过百亿习以为常............................................144.2溢价走势——溢价屡创新高......................................................................................154.3地块点评——周浦镇08单元06-05地块..................................................................165．住宅市场.........................................................................................................................175.1供求分析——?金九?完美落幕住宅成交同比涨75%.............................................175.2余量分析——住宅存销比9.6个月房价存在上涨压力..............................................17（二）南京..................................................................................................................................181．投资开发.........................................................................................................................182．政策动态.........................................................................................................................183．楼市新闻.........................................................................................................................194．土地市场.........................................................................................................................204.1供求分析——供应趋紧，住宅用地回升....................................................................204.2溢价走势——溢价率逐步回落..................................................................................214.3地块点评——栖霞区迈皋桥街道华电二期D地块......................................................225．住宅市场.........................................................................................................................235.1供求分析——供销两旺月度数据创纪录...................................................................235.2余量分析——库存余量下行幅度收窄........................................................................23（三）苏州..................................................................................................................................241．投资开发.........................................................................................................................242．政策动态.........................................................................................................................243．楼市新闻.........................................................................................................................254．土地市场.........................................................................................................................254.1供求分析——供应持续发力成交有所回落...............................................................254.2地块点评——石莲街东、东延路北地块....................................................................265．住宅市场.........................................................................................................................275.1供求分析——供求两旺单月供应创纪录...................................................................275.2余量分析——可售余量增加去化压力显现......................................................