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銀河證券:低空經濟商業化加速 建議關注軌交信號系統公司低空訂單進展
中國銀河證券研報表示,2025年有望成為低空經濟商業化應用落地元年,空管系統、起降場等基礎設施將加速建設。軌交控制系統公司在低空空域管理方面具備技術延伸基礎,可快速切入低空經濟領域,自2024年起已推出飛控計算機、空管系統、智慧起降場等低空產品,並實現低空業務0—1的突破,有望構建第二成長曲線。建議關注軌交信號系統公司低空訂單進展,相關標的中國通號、眾合科技、交控科技。
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