Focus on automotive intelligence
The total net inflow of large funds was 20.1 billion yuan, an increase of 80.3 billion yuan over the previous trading day. According to the statistics of wind financial terminal, 70 of the 134 industry sectors of Shenwan secondary industry (2021) have net inflow, and the number of net inflow sectors is 63 more than that of the previous trading day. The top five sectors of the net inflow are: 5 billion 709 million yuan of batteries, 4 billion 912 million yuan for securities, 2 billion 15 million for semiconductors, 1 billion 667 million yuan for passenger cars, and 1 billion 238 million yuan for baijiu. The top five sectors of net outflow are: Chemical Pharmacy – 1.96 billion yuan, medical devices – 1.221 billion yuan, infrastructure – 665 million yuan, power grid equipment – 511 million yuan and aviation equipment – 424 million yuan.
It is suggested to pay attention to the intelligent automobile sector. The specific analysis is as follows:
1) the penetration rate of new energy vehicles has increased rapidly, promoting the expansion of the scale of the automotive electronics market. Driven by both policy and market, new energy vehicles represented by electric vehicles are an important direction for the development of the automotive industry in the future, and the penetration rate is increasing. Compared with fuel vehicles, the cost of automotive electronics in new energy vehicles accounts for a higher proportion, which promotes the rapid expansion of the scale of the automotive electronics market. The China Automobile Association predicts that by 2022, the global automotive electronics market will reach 2139.9 billion yuan and the scale of China’s automotive electronics market will reach 978.3 billion yuan.
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