Focus on automotive intelligence
The total net outflow of large funds was 187 yuan, 18.9 billion yuan less than the previous trading day. Among the 134 industry sectors of Shenwan secondary industry (2021) counted by wind financial terminal, 34 sectors had net inflow, and the number of net inflow sectors was 5 more than that of the previous trading day. The top five sectors of net inflow are: 1.124 billion yuan for aquaculture, 1.020 billion yuan for communication services, 446 million yuan for feed, 399 million yuan for traditional Chinese medicine and 358 million yuan for coal mining; The top five sectors of net outflow are: Securities – 1.555 billion yuan, semiconductors – 1.284 billion yuan, photovoltaic equipment – 1.275 billion yuan, electric power – 1.274 billion yuan and optical optoelectronics – 858 million yuan.
It is suggested to pay attention to vehicle intelligence, and the specific analysis is as follows:
1) with the increase of the number of intelligent connected 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.
