目录一、市场综述........................................................................................................................................6二、长三角地区..................................................................................................................................11（一）上海..................................................................................................................................111．投资开发.........................................................................................................................112.二季度政策动态...............................................................................................................113．二季度楼市新闻...............................................................................................................124．土地市场.........................................................................................................................134.1供求分析——地王频现出让总金额大涨...................................................................134.2溢价走势——6月出现溢价过百宅地.........................................................................144.3地块点评——嘉定区徐行镇启宁路以西、胜竹东路以北地块.....................................155．住宅市场.........................................................................................................................165.1供求分析——上半年“供小于求、量价上涨”..........................................................165.2余量分析——住宅存销比9.5个月房价是否下行还难定...........................................16（二）南京..................................................................................................................................171．投资开发.........................................................................................................................172．二季度政策动态...............................................................................................................173．二季度楼市新闻...............................................................................................................184．土地市场.........................................................................................................................184.1供求分析——上半年推地量大增，地价同步攀升......................................................184.2溢价走势——溢价频出大型房企抢地忙...................................................................194.3地块点评——NO.2013G25......................................................................................205．住宅市场.........................................................................................................................215.1供求分析——供求双双上涨楼市供不应求...............................................................215.2余量分析——各种客户纷纷入市可售余量持续下行.................................................21（三）苏州..................................................................................................................................221．投资开发.........................................................................................................................222．二季度楼市新闻...............................................................................................................223．土地市场.........................................................................................................................233.1供求分析——商办用地供求依旧旺盛........................................................................233.2溢价走势——小幅溢价不断......................................................................................243.3地块点评——苏地2013-G-28号..............................................................................244．住宅市场.........................................................................................................................254.1供求分析——政策出台供求相对谨慎......................................................................254.2余量分析——库存量增加去化压力严峻................................................................26（四）杭州..................................................................................................................................261．投资开发........................................................................