Focus on automotive intelligence
The total net outflow of large funds was 178 yuan, 9.1 billion yuan more than the previous trading day. Shenwan secondary industry of wind financial terminal statistics (2021) of the 134 industry sectors, 29 sectors had net inflow, and the number of net inflow sectors was 32 less than that of the previous trading day. The top five sectors of net inflow were: electronic manufacturing RMB 1.540 billion, traditional Chinese medicine RMB 1.524 billion, optical optoelectronics RMB 933 million, livestock and poultry breeding RMB 416 million, household light industry RMB 374 million; the top five sectors of net outflow were: real estate development RMB – 2.350 billion, infrastructure construction RMB – 2.006 billion, etc Bonds – 1.758 billion yuan, special equipment – 1.731 billion yuan, high and low voltage equipment – 1.058 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.
