The total net outflow of large funds was 529 yuan, 34.1 billion yuan more than the previous trading day. Shenwan secondary industry of wind financial terminal statistics (2021) among 134 industry sectors, 26 sectors have net inflow, and the number of net inflow sectors is 1 less than that of the previous trading day. The top five sectors of net inflow are: Traditional Chinese medicine 1.597 billion yuan, automation equipment 1.051 billion yuan, medical devices 513 million yuan, chemical pharmacy 498 million yuan and general retail 492 million yuan; the top five sectors of net outflow are: battery -4.847 billion yuan, photovoltaic equipment -3.562 billion yuan and passenger cars -27.2 billion yuan 0 billion yuan, small metals – 2.672 billion yuan, energy metals – 2.496 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.
