Focus on automotive intelligence
The total net outflow of large funds was 561 yuan, 34.5 billion yuan more than the previous trading day. Among the 134 industry sectors of Shenwan secondary industry (2021) counted by wind financial terminal, 28 sectors had net inflow, and the number of net inflow sectors was 18 less than that of the previous trading day. The top five sectors of net inflow are: 8.099 billion yuan for communication services, 1.896 billion yuan for joint-stock banks, 1.549 billion yuan for white appliances, 831 million yuan for games and 786 million yuan for large state-owned banks; The top five sectors of net outflow are: Traditional Chinese Medicine – 4.700 billion yuan, electric power – 4.469 billion yuan, semiconductor – 3.682 billion yuan, battery – 3.057 billion yuan and securities – 2.638 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.
