德意志银行：欧洲制造业研究报告2009年10月

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Table of Contents
Sector Dashboard.............................................................................. 3
Sector valuation................................................................................. 4
Global Industrial Production ............................................................ 5
Q209 growth summary ..................................................................... 9
Europe Industrial trends ................................................................. 10
US Industrial trends ........................................................................ 11
NEMA confidence survey................................................................ 12
Construction .................................................................................... 13
Monthly company data ................................................................... 14
Aerospace......................................................................................... 15
Trucks/Freight.................................................................................. 16
ELFA survey...................................................................................... 18
ELFA ......................................................................................................................................18
China................................................................................................. 19
Other................................................................................................. 20
Valuation and risks.......................................................................... 21
Valuation ................................................................................................................................21
Calendar ........................................................................................... 22

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关键词：德意志银行 研究报告 德意志 制造业 Construction 研究报告 制造业 欧洲 德意志银行

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