Focus on automotive intelligence
The total net outflow of large funds was 307 yuan, 22.2 billion yuan less than that of the previous trading day. Shenwan secondary industry of wind financial terminal statistics (2021) among the 134 industry sectors, 30 sectors have net inflow, and the number of net inflow sectors is 4 more than that of the previous trading day. The top five sectors of net inflow are: white appliances of 1.335 billion yuan, energy metals of 682 million yuan, batteries of 671 million yuan, motors of 474 million yuan, packaging and printing of 442 million yuan; the top five sectors of net outflow are: power grid equipment of – 2.819 billion yuan, electricity of – 1.792 billion yuan, and photovoltaic equipment of – 1.767 billion yuan IT services -16.09 billion, Baijiu -14.99 billion.
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.
