The total net outflow of large funds was 194 yuan, 33.2 billion yuan more than the previous trading day. According to the statistics of wind financial terminal, 40 of the 134 industry sectors of Shenwan secondary industry (2021) have net inflow, and the number of net inflow sectors is 35 less than that of the previous trading day. The top five sectors of net inflow are: Chemicals 908 million yuan, semiconductors 678 million yuan, coal mining 647 million yuan, insurance 566 million yuan and medical devices 416 million yuan; The top five sectors of net outflow are: batteries – 2.414 billion yuan, medical services – 2.111 billion yuan, photovoltaic equipment – 1.759 billion yuan, software development – 1.365 billion yuan and it services – 1.317 billion 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.
