P.2深圳世联地产顾问股份有限公司版权所有内容目录[序]................................................................................................................................................................................8[2012年：事实]...........................................................................................................................................................10特征1：市场反转，持续回升....................................................................................................................................................10特征2：刚需主导，投资受抑....................................................................................................................................................14特征3：城市分化，结构失衡....................................................................................................................................................17特征4：向死而生，业绩靓丽....................................................................................................................................................23[2013年：预言]...........................................................................................................................................................30心有猛虎，细嗅蔷薇....................................................................................................................................................................30中央政策中性偏松，“妥善推进城镇化”成亮点.......................................................................................................................30需求无忧，核心城市主流产品价格上涨压力大......................................................................................................................35房地产市场癿短周期波动，流动性癿影响更大......................................................................................................................40开发商集中度继续提升，利率市场化成驱动力......................................................................................................................48世联购房者信心挃数持续攀升，增速放缓明显......................................................................................................................56[附件1：购房者信心指数总结]....................................................................................................................................73第一部分：执行篇........................................................................................................................................................................73第二部分：效果篇........................................................................................................................................................................75第三部分：建议篇........................................................................................................................................................................78[附件2：过往观点]......................................................................................................................................................84世联评论之一：岁暮天寒，渴望春天.......................................................................................................................................84世联评论之三：销售回暖，探底进行时..................................................................................................................................84世联评论之四：润物无声，正向背离.......................................................................................................................................84世联评论之五：否极泰来楼市迎来“金三银四”.....................................................................................................................85世联评论之六：存款准备金下调，支撑楼市成交量..............................................................................................................85世联评论之七：风雨飘摇，踯躅中前行..................................................................................................................................85世联评论之八：利好重磅来袭，彩虹在风雨后......................................................................................................................86世联评论之九：回暖仍在持续，政策进入纠结期................................................