[文档标题][文档副标题]1目录理解房地产市场的全流通视角............................................................................3全流通:理解市场的结构性视角.................................................................3全流通的市场含义:均衡的市场结构.........................................................4全流通的政策含义:中性市场观.................................................................72018年全国房地产市场回顾................................................................................9补贴红利........................................................................................................9虚假繁荣......................................................................................................10巨量顶峰......................................................................................................12自然调整......................................................................................................14二手房全国化......................................................