Focus on automotive intelligence
The total net outflow of large funds was 76 yuan, 30.6 billion yuan less than that of the previous trading day. Shenwan secondary industry of wind financial terminal statistics (2021) the net inflow of 43 sectors in 134 sectors, and the number of net inflow plates is 7 more than that of the previous trading day. The net five largest sectors of the net inflow are: 3 billion 653 million yuan of electricity, 3 billion 424 million yuan of Baijiu, 1 billion 549 million yuan of aviation equipment, 1 billion 308 million yuan of infrastructure and 1 billion 149 million yuan of coal mining, and the five parts of the former are: -21.10 billion of auto parts, and -16.44 billion of photovoltaic equipment. Medical instruments – 1.271 billion yuan, passenger cars – 978 million yuan, consumer electronics – 948 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) , Vanjee Technology Co.Ltd(300552) , Keboda Technology Co.Ltd(603786) , Ningbo Tuopu Group Co.Ltd(601689) .
