目录:1. 预计行业2季度达到库存高峰...................................................................................5
1.1 行业处于调控中期..............................................................................................5
1.2 今年2季度上市公司库存进入高位.....................................................................6
1.3 小结....................................................................................................................7
2. 龙头公司库存研究........................................................................................................8
2.1万科.....................................................................................................................8
2.2保利地产............................................................................................................10
2.3金地集团............................................................................................................11
2.4招商地产............................................................................................................13
3. 不同市场路径下对龙头公司的选择.............................................................................15
3.1 对四大龙头地产产品线的对比..........................................................................15
3.2 不同市场环境下龙头公司表现..........................................................................16
3.3 小结..................................................................................................................19