【名称及出版时间】：中国：房地产 2010年  5月19日
【作者】：高盛高华
【文件格式】：pdf
【页数】：45页
【目录或简介】：

Table of contents
Our coverage has significant exposure to “overheated” cities  4
Lower our estimates amid stringent policy tightening measures  6
Funding gap: Most companies are better positioned now vs. 2008  11
Asset write-down risk not substantially higher than 2008  13
Lower our TPs on continued policy tightening  14
Limited downside risk but upside hinges on next policy move  17
Summary of our stock rating changes  19
Appendix  22