Focus on automotive intelligence
The total net outflow of large funds was 382 yuan, 19.2 billion yuan more than the previous trading day. Shenwan secondary industry of wind financial terminal statistics (2021) the net inflow of 36 sectors in 134 sectors, and the net inflow number of plates is 8 less than that of the previous trading day. The net inflow of the first five major sectors is: 1 billion 334 million yuan of securities, 1 billion 321 million yuan of Baijiu, 1 billion 36 million yuan of commercial vehicles, 799 million yuan of small metal, and 735 million yuan of passenger cars. Before the net outflow, the five large plates are: -34.84 billion yuan of photovoltaic equipment, -29.13 billion of electricity, and -25.58 billion yuan of grid equipment, IT Service – 2.4 billion yuan, software development – 2.372 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) , Vanjee Technology Co.Ltd(300552) , Keboda Technology Co.Ltd(603786) , Ningbo Tuopu Group Co.Ltd(601689) .
