Focus on automotive intelligence
The total net outflow of large funds was 292 yuan, 26.2 billion yuan less than that of the previous trading day. Among the 134 industry sectors of Shenwan secondary industry (2021) counted by wind financial terminal, 21 sectors had net inflow, and the number of net inflow sectors was 9 more than that of the previous trading day. The top five sectors of net inflow are: 2.065 billion yuan for medical devices, 1.386 billion yuan for batteries, 1.069 billion yuan for small metals, 1.009 billion yuan for chemical pharmaceuticals and 802 million yuan for semiconductors; The top five sectors of net outflow are: Securities – 3.784 billion yuan, joint-stock banks – 1.888 billion yuan, real estate development – 1.845 billion yuan, general equipment – 1.427 billion yuan and infrastructure – 1.173 billion 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.
