目录2008年房地产重大政策回顾..........................................................2小阳春行情或在悄然临近...........................................................................................................................13货币政策渐紧缩房地产市场信贷监管更严格.........................................................................................18收紧地产贷款控制住宅价格.....................................................................................................................20房地产企业融资和风险规避.......................................................................................................................21CPI统计权重调整房价将被部分编入......................................................................................................25本期综述:........................................................................................1政策资讯:.......................................................................................3※房产政策................................................................................32009年房地产重大政策回顾................................................3※金融政策...............................................................................62009年国家宏观调控政策回顾及2010年政策取向判断....6※土地政策.................................................................................92009年土地政策回顾............................................................9市场动态:.....................................................................................11※宏观形势.................................................................................112009年固定资产投资形势回顾............................................1120010年固定资产投资形势展望...........................................14※区域行情...............................................................................16小阳春行情或在悄然临近......................................................16※个案动态..................................................................................17两个暂停效应显现三亚固定资产投资运行平稳.................17※土地市场.................................................................................20高地价迫使开发商多重准备转战二三线城市...................20业内评议:...........................................................................................22※官方意见....................................................................................22货币政策渐紧缩房地产市场信贷监管更严格........................22※专家、机构评析........................................................................24收紧地产贷款控制住宅价格.......................24※业内观点...................................................................................25房地产企业融资和风险规避.........................25专题研究:.........................................................................................27※地产金融.....................................................................................27CPI统计权重调整房价将被部分编入..................................27※战略运营.....................................................................................28三到五年再造一个保利地产.................................................28※商业地产.......................................................................