Focus on automotive intelligence
The total net outflow of large funds was 323 yuan, 4.9 billion yuan less than the previous trading day. According to the statistics of wind financial terminal, 26 of the 134 industry sectors of Shenwan secondary industry (2021) have net inflow, and the number of net inflow sectors is 13 less than that of the previous trading day. The five main sectors of net inflow are: 3 billion 131 million yuan of securities, 2 billion 837 million yuan of joint stock banks, 1 billion 597 million yuan of insurance, 952 million yuan of Baijiu and 919 million yuan of city commercial banks. The top five sectors of net outflow are: aviation equipment – 2.271 billion yuan, it services – 2.127 billion yuan, optics and Optoelectronics – 1.585 billion yuan, semiconductors – 1.508 billion yuan and power grid equipment – 1.473 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.
