由于疫情形势严峻，马来西亚政府在6 月1 日-14日实施封城，暂停经济和社会活动，仅开放必要经济和服务领域。根据Statista 的数据，马来西亚占比全球约8%的封测市场份额，目前半导体生产线只能按政府要求维持10-20%的低度人力运作，进一步加剧了早已紧张的供需关系。加之东南亚已经成为全球疫情震中，东南亚为全球半导体封测重镇，导致封测产能更为紧张。看好国内封测龙头：长电科技、通富微电。

1． 本周观点及投资建议 .................................................................................................................................................. 4
2． 市场行情回顾 .............................................................................................................................................................. 5
3． 行业及公司动态回顾 .................................................................................................................................................. 7
3.1 半导体 ·········································································································································································· 7
3.2 电子制造 ······································································································································································ 8
4． 重点公司公告速览 ...................................................................................................................................................... 9
5． 风险提示 ................................................................................................................................................................... 10