每經(jing)(jing)AI快訊(xun)，中(zhong)信建(jian)投(tou)研報表(biao)示，今年以來(lai)，低(di)(di)(di)空(kong)(kong)經(jing)(jing)濟(ji)領(ling)域(yu)(yu)行(xing)業(ye)和(he)政策利好頻發。3月，“低(di)(di)(di)空(kong)(kong)經(jing)(jing)濟(ji)”首次(ci)寫入政府工作報告，提出“積極打造低(di)(di)(di)空(kong)(kong)經(jing)(jing)濟(ji)等新增(zeng)長引擎”；3月18日，民(min)航局(ju)會議中(zhong)提出推(tui)進(jin)低(di)(di)(di)空(kong)(kong)經(jing)(jing)濟(ji)高質量發展相關工作，低(di)(di)(di)空(kong)(kong)經(jing)(jing)濟(ji)是新質生產力的(de)代表(biao)、是全球競(jing)逐的(de)戰略性新興產業(ye)方向等。碳(tan)纖(xian)維主要特性之(zhi)一是減重(zhong)增(zeng)強，其拉伸強度是鋼(gang)鐵的(de)5倍以上，重(zhong)量只有鋼(gang)鐵的(de)1/4左右(you)，在低(di)(di)(di)空(kong)(kong)飛(fei)行(xing)器(qi)領(ling)域(yu)(yu)應用(yong)前景廣闊。低(di)(di)(di)空(kong)(kong)經(jing)(jing)濟(ji)領(ling)域(yu)(yu)有望成為碳(tan)纖(xian)維又一大下游需求增(zeng)長點。產品(pin)價格(ge)方面，碳(tan)纖(xian)維價格(ge)已達相對低(di)(di)(di)位，后續隨已投(tou)產能(neng)的(de)消化和(he)需求增(zeng)長景氣格(ge)局(ju)有望改(gai)善。