本周电子指数(0.69%)整体表现强于沪深300 指数(-1.53%)，其中表现较好的为LED 板块。从细分子板块来看，消费电子加权平均涨跌幅为-0.95%，跑赢沪深300 指数0.58 个百分点；被动元件加权平均涨跌幅为2.70%，跑赢沪深300 指数4.23 个百分点；显示面板加权平均涨跌幅为3.30%，跑赢沪深300 指数4.83 个百分点；LED 板块加权平均涨跌幅为6.10%，跑赢沪深300 指数7.62 个百分点；安防板块加权平均涨跌幅为-0.79%，跑赢沪深300指数0.74 个百分点；电子化学品加权平均涨跌幅为1.98%，跑赢沪深300指数3.5 个百分点。

1 电子2020 中报总结： .......................................................................................................................................................... 5

1.1 半导体板块 ............................................................................................................................................................................ 5

1.2 消费电子 .......................................................................................................................................................................... 11

1.3 PCB 板块 ......................................................................................................................................................................... 12

1.4 被动元件、面板、激光 ................................................................................................................................................ 14

1.5 LED 板块 ........................................................................................................................................................................ 16

2 市场行情回顾 .................................................................................................................................................................... 17

2.1 本周板块指数涨跌幅 .................................................................................................................................................... 17

2.2 本周电子个股表现 ....................................................................................................................................................... 19

3 个股重点新闻 .................................................................................................................................................................... 21

风险提示： ............................................................................................................................................................................ 22