财经快讯|中信建投：政策端利好不断，短期关注低空经济产业链上游和中游
中信建投研报称，低空经济产业链条长，可拆分为地面基础设施和管理保障软件、航空器制造、应用场景三部分，辐射面广、能满足多种应用场景，下游场景包含无人机巡检/物流/农业、eVTOL载人。低空经济政策端利好不断。目前，国内正有序推进低空经济产业建设，预计2035年中国低空经济市场规模将超过6万亿元。分省市看，四川、海南、湖南、江西、安徽5省成为全国首批低空空域管理改革试点省份；深圳作为无人机之都，引领全国低空经济发展。投资建议：考虑产业链发展顺序，短期先关注产业链上游和中游，建议关注航空信息化及空管领域的相关公司。
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