Focus on automotive intelligence
The total net inflow of large funds was 162 yuan, an increase of 61.5 billion yuan over the previous trading day. Shenwan secondary industry of wind financial terminal statistics (2021) the net inflow of 75 sectors in 134 sectors, and the number of net inflow plates is 32 more than that of the previous trading day. The net five largest sectors of the net inflow are: 3 billion 371 million yuan of Baijiu, 2 billion 243 million yuan of consumer electronics, 1 billion 867 million yuan of battery, 1 billion 679 million yuan of securities, and 1 billion 81 million yuan of optoelectronic electronics. Before the net flow, the five large plates are: construction machinery -10.84 billion, chemical raw materials -6.47 billion, and infrastructure -5.53 Billion yuan, coal mining - 437 million yuan and large state-owned banks - 359 million 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.
