Focus on automotive intelligence
The total net outflow of large funds was 223 yuan, 19.7 billion yuan more than the previous trading day. Shenwan secondary industry of wind financial terminal statistics (2021) the net inflow of 30 sectors in 134 sectors, and the net inflow number of plates is 26 less than that of the previous trading day. The net inflow of the first five major sectors is: 2 billion 251 million yuan of batteries, 2 billion 121 million yuan of energy metals, 1 billion 577 million yuan of photovoltaic equipment, 1 billion 451 million yuan of agro chemicals, 1 billion 228 million yuan of games, and the five large plates before the net outflow are: -33.67 billion, -13.33 -20.88 Baijiu and optical photoelectron Yuan, electric power -1.321 billion yuan and construction machinery -1.25 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.
