Focus on automotive intelligence
The total net outflow of large funds was 372 yuan, 5 billion yuan more than that of the previous trading day. According to the statistics of wind financial terminal, 39 of the 134 industry sectors of Shenwan secondary industry (2021) have net inflow, and the number of net inflow sectors is 9 less than that of the previous trading day. The top five sectors of net inflow are: 999 million yuan for white goods, 648 million yuan for communication services, 583 million yuan for games, 582 million yuan for construction machinery and 505 million yuan for television broadcasting; The top five sectors of net outflow are: batteries – 4.22 billion yuan, biological products – 2.693 billion yuan, energy metals – 2.482 billion yuan, photovoltaic equipment – 2.080 billion yuan and semiconductors – 2.040 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.
