8 月第2 周电子指数涨跌幅为-0.23%，板块个股涨跌幅中位数为-0.87%。本周，申万电子指数涨跌幅为-0.49%，同期沪深300、上证50、创业板涨跌幅为-0.07%、0.76%和-2.95%。在申万28 个行业中，期间申万电子指数涨幅排名第16；2020 年初至今，申万电子指数累计涨跌幅为36.96%，在申万全部行业中排名7。

Hardware encryption involves encoding of data or information into a form, which is accessible to only authorized users. Encoding of the hardware requires an encrypting algorithm that generates cipher text, which can be read only after decryption. Decoding this private data needs an authorized user to type in a key or a password. In hardware-based encryption process, both the encryption and decryption is carried out by individual processors. Encryption and decryption process plays an important role in preventing unauthorized access to sensitive or private data. Hardware encryption helps the user to protect confidential data during transmission and storage. With advancements in technology, leading market players are developing various hardware-encrypted solutions to cater to increasing demands in the storage industry.

Connected car can be defined as a car that is equipped with a wireless local area network (Wireless LAN) and usually with internet. This connectivity allows the car to share data and internet access with any other device both outside and inside the vehicle. In addition, car is also installed with special added technology that connects to internet or wireless LAN and provides additional benefits such as navigation, vehicle diagnosis, and others to the driver. The connected cars market has witnessed significant growth over the years, owing to increase in trend of connectivity solution worldwide.

交付数据快速恢复，我们对全年改善保持积极的预期。疫情爆发前，竣工已有改善趋势，虽然疫情冲击导致回暖有所延后，但目前看，全年前低后高的趋势仍将维持，需求回补+竣工改善有望提振厨电下半年终端需求。

从华为、到字节跳动和微信，中美科技摩擦持续升级，更加表明信创是我国的必由之路。外部环境变化缩短我国国产替代的缓冲期，政策同时继续加强对半导体和软件业的扶持，更加坚定我国发展信创的决心，利好全产业链发展。自疫情恢复以来，中国移动的国产数据库、中国电信的信创服务器、农行的国产服务器等各处招标已纷纷启动，下半年信创行业招标景气度有望继续提升。

数字时代下旧式边界安全防护逐渐失效，零信任架构将成主流趋势。传统的安全防护是以边界为核心的，一定程度上默认内网是安全的。而云大物移智等新兴技术的应用使得IT 基础架构发生根本性变化，可扩展的混合 IT 环境已成为主流的系统运行环境，平台、业务、用户、终端呈现多样化趋势，传统的物理网络安全边界消失，并带来了更多的安全风险，旧式的边界安全防护效果有限。

重点推荐：卫宁健康（医疗IT 龙头企业，互联网医疗业务高成长）、创业慧康（医疗IT 领军企业，整合多方资源推进互联网医疗业务发展）、久远银海（医保IT 龙头企业）、思创医惠（国内优质医院信息集成平台商）；

第三方网络平台有助于提高传统证券公司获客能力和服务效率，《管理规定》的推进是引导行业走向合法化、规范化的利好性举措，该政策若落地将利好垂直领域第三方平台厂商同花顺，大智慧等；金融科技服务商恒生电子等；互联网券商东方财富。

互联网安全大会（ISC）与北京网络安全大会（BCS）是国内网络安全领域的风向标，均于本月召开。此届ISC 2020 大会主题为“数字孪生时代下的新安全”，BCS 2020 大会主题为“内生安全，从安全框架开始”，本报告将对此届ISC 和BCS 会议的主要内容做简单总结。

建议关注工业机器人行业减速器的核心企业、在工业机器人本体一体化布局的龙头企业，具有特定行业优势的系统集成企业。建议关注工业机器人龙头企业埃斯顿（002747）。