行业指数强于市场整体，市场需求成为关键因素：2019 年11 月国内A 股市场的中信电子元器件行业一级指数上涨3.0%，位列第3 位，跑赢沪深300、中小板和创业板指数，二级指数中各子行业均上涨。海外市场方面，香港、美国和台湾走势普遍强于所在市场整体。

一、核心观点及投资建议 ................................................................................................................................... 4

二、行业动态分析 .............................................................................................................................................. 5

（一）产业数据跟踪 ................................................................................................................................... 5

1、半导体行业数据汇总 ...................................................................................................................... 5

2、消费电子行业数据汇总 ................................................................................................................... 8

3、面板行业数据汇总 .......................................................................................................................... 9

（二）行业新闻汇总 ................................................................................................................................. 10

三、市场走势分析 ............................................................................................................................................ 18

（一）国内A 股市场走势分析 .................................................................................................................. 18

（二）海外市场走势分析 .......................................................................................................................... 19

1、香港 ............................................................................................................................................. 19

2、北美 ............................................................................................................................................. 20

3、台湾 ............................................................................................................................................. 21

四、投资建议及个股动态 ................................................................................................................................. 22

1、立讯精密（002475） ................................................................................................................... 23

2、长盈精密（300115） ................................................................................................................... 23

3、莱宝高科（002106） ................................................................................................................... 24

4、海康威视（002415） ................................................................................................................... 24

5、江海股份（002484） ................................................................................................................... 25

五、风险提示 ................................................................................................................................................... 26