Focus on automotive intelligence
The total net outflow of large funds was 216 yuan, 11.9 billion yuan more than the previous trading day. Among the 134 industry sectors of Shenwan secondary industry (2021) counted by wind financial terminal, 46 sectors had net inflow, and the number of net inflow sectors was 3 more than that of the previous trading day. The top five sectors of net inflow are: aquaculture 942 million yuan, consumer electronics 846 million yuan, computer equipment 820 million yuan, software development 743 million yuan and optical optoelectronics 629 million yuan; The top five sectors of net outflow are: electric power – 2.905 billion yuan, medical services – 2.672 billion yuan, photovoltaic equipment – 2.010 billion yuan, energy metals – 1.885 billion yuan and securities – 1.799 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.
