證(zheng)券時報(bao)網訊，華(hua)西證(zheng)券研(yan)報(bao)指出，低(di)(di)(di)空(kong)經(jing)濟(ji)的(de)“地(di)(di)上一(yi)盤(pan)棋” 一(yi)方面(mian)，要加快通用機場(chang)、垂直起降場(chang)、航(hang)空(kong)園區、航(hang)空(kong)小鎮(zhen)、無人機基地(di)(di)、飛行(xing)營地(di)(di)、航(hang)空(kong)文旅(lv)園等建設，有效承載低(di)(di)(di)空(kong)經(jing)濟(ji)產(chan)業(ye)(ye)；另一(yi)方面(mian)，要加快布(bu)局現代(dai)航(hang)空(kong)技(ji)術(shu)與新材料、新能(neng)(neng)(neng)源、人工(gong)智能(neng)(neng)(neng)等新質(zhi)生產(chan)力結合(he)的(de)低(di)(di)(di)空(kong)經(jing)濟(ji)產(chan)業(ye)(ye)鏈等。華(hua)西證(zheng)券認為，目(mu)前(qian)各(ge)地(di)(di)已將低(di)(di)(di)空(kong)經(jing)濟(ji)作(zuo)為產(chan)業(ye)(ye)新賽道(dao)，未(wei)來(lai)產(chan)業(ye)(ye)布(bu)局將以擴大低(di)(di)(di)空(kong)開(kai)放(fang)與擴展低(di)(di)(di)空(kong)應用相結合(he)。各(ge)地(di)(di)低(di)(di)(di)空(kong)產(chan)業(ye)(ye)布(bu)局已由(you)初期整體規(gui)劃逐步轉向產(chan)品與應用的(de)規(gui)劃，結合(he)各(ge)地(di)(di)產(chan)業(ye)(ye)特點將激活低(di)(di)(di)空(kong)經(jing)濟(ji)全產(chan)業(ye)(ye)鏈共同發展動能(neng)(neng)(neng)。建議關注(zhu)：1)空(kong)管產(chan)品：萊斯信息、四川九(jiu)洲等；2)eVTOL：萬(wan)豐奧威等；3)無人機：航(hang)天發展、中信海直等；4）低(di)(di)(di)空(kong)通信：普天科技(ji)等。