Focus on automotive intelligence
The total net outflow of large funds was 24.4 billion yuan, 11.4 billion yuan more than the previous trading day. According to the statistics of wind financial terminal, 49 of the 134 industry sectors of Shenwan secondary industry (2021) have net inflow, and the number of net inflow sectors is 5 more than that of the previous trading day. The top five sectors of net inflow are: joint-stock banks of 822 million yuan, insurance of 570 million yuan, real estate development of 556 million yuan, energy metals of 465 million yuan and general equipment of 390 million yuan; The top five sectors of net outflow are: Chemical Pharmacy – 3.263 billion yuan, photovoltaic equipment – 2.631 billion yuan, medical devices – 2.109 billion yuan, traditional Chinese Medicine – 1.877 billion yuan and pharmaceutical commerce – 1.739 billion 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.
(2) recomrecomrecomrecomrecommendations: followingfollowing the following following: Hongda Xingye Co.Ltd(002002) 92 , Ingenic Semiconductor Co.Ltd(300223) , Wuxi Nce Power Co.Ltd(605111) .
