The total net outflow of large funds was 87 yuan, 60.2 billion yuan less than that of the previous trading day. Shenwan secondary industry of wind financial terminal statistics (2021) the net inflow of 61 sectors in 134 sectors, and the number of net inflow plates is 40 more than that of the previous trading day. The net five largest sectors of the net inflow are: 2 billion 251 million yuan in real estate development, 776 million yuan in white goods, 500 million yuan in IT services, 494 million yuan in securities, and 368 million yuan in infrastructure construction. The largest plate before the net outflow is: -14.84 billion yuan in power grid equipment, Baijiu -14.31 billion, and energy metal -13.61 Billion yuan, small metals -969 million yuan and agrochemical products -908 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.
