Focus on automotive intelligence
The total net outflow of large funds was 489 yuan, 38.2 billion yuan less than that of the previous trading day. Shenwan secondary industry of wind financial terminal statistics (2021) among 134 industry sectors, 22 sectors have net inflow, and the number of net inflow sectors is 17 less than that of the previous trading day. The top five sectors of net inflow are: software development of 776 million yuan, computer equipment of 526 million yuan, aviation equipment of 466 million yuan, navigation equipment of 199 million yuan, planting industry of 94 million yuan; the top five sectors of net outflow are: passenger cars of – 2.77 billion yuan, industrial metals of – 2.757 billion yuan, and photovoltaic equipment Reserve – 2.668 billion yuan, small metal – 2.664 billion yuan, battery – 2.506 billion yuan.
It is suggested to pay attention to vehicle intelligence, and the specific analysis is as follows:
1) 2021 is the first year for the development of high-level automatic driving. With the increase of the number of intelligent networked 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, perception 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) It is suggested to pay attention to: 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.
