The total net inflow of large funds was 138 yuan, 27 billion yuan more than the previous trading day. According to the statistics of wind financial terminal, 75 of the 134 industry sectors of Shenwan secondary industry (2021) have net inflow, and the number of net inflow sectors is 16 more than that of the previous trading day. The top five sectors of the net inflow are: Baijiu 1 billion 853 million yuan, communication service 1 billion 616 million yuan, Chinese medicine 1 billion 285 million yuan, communication equipment 1 billion 242 million yuan, small metal 1 billion 220 million yuan; The top five sectors of net outflow are: medical devices – 618 million yuan, coal mining – 600 million yuan, medical services – 484 million yuan, securities – 447 million yuan and real estate development – 347 million yuan.
It is suggested to pay attention to the intellectualization of vehicles. The specific analysis is as follows:
1) with the increase of the number of intelligent connected vehicles, the demand for software and subscription services in the intelligent vehicle industry has increased rapidly. It is expected that industries such as intelligent Internet connection, perceptual side radar, high-precision map, intelligent cockpit, intelligent automobile cloud and Internet connection automobile safety will usher in an inflection point of accelerated development.
2) suggestions for attention: Huizhou Desay Sv Automotive Co.Ltd(002920) , Foryou Corporation(002906) , Will Semiconductor Co.Ltd.Shanghai(603501) , Lianchuang Electronic Technology Co.Ltd(002036) , Wuhu Token Sciences Co.Ltd(300088) , Luxshare Precision Industry Co.Ltd(002475) , Electric Connector Technology Co.Ltd(300679) , Bethel Automotive Safety Systems Co.Ltd(603596) , Starpower Semiconductor Ltd(603290) , Zhuzhou Crrc Times Electric Co.Ltd(688187) , Hangzhou Silan Microelectronics Co.Ltd(600460) , Wingtech Technology Co.Ltd(600745) , Ingenic Semiconductor Co.Ltd(300223) , Autel Intelligent Technology Corp.Ltd(688208) , Thunder Software Technology Co.Ltd(300496) , Ningbo Joyson Electronic Corp(600699) , Navinfo Co.Ltd(002405) , Keboda Technology Co.Ltd(603786) etc.
