中信建投:低空經濟具有巨大的發展潛力,藴含眾多投資機會
中信建投研報稱,低空經濟發展主要有以下五個趨勢:趨勢一:產業發展初期政策支持是關鍵。趨勢二:應用場景的拓展遵循先物後人、從特殊到一般的特點。趨勢三:低空空管系統將與人工智能深度融合。趨勢四:商業航天將成為低空經濟發展的重要支撐。趨勢五:高可靠、高續航、綠色環保、低成本或將是eVTOL發展的重要方向。我們認為,低空經濟具有巨大的發展潛力,藴含眾多投資機會。在政策的大力支持下,基礎設施和航空器的研發正如火如荼。
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