每經(jing)AI快(kuai)訊，中信證券研報(bao)表(biao)示(shi)，空(kong)(kong)管(guan)系統(tong)(tong)是保(bao)障(zhang)空(kong)(kong)中交通(tong)安全(quan)高效發(fa)展的(de)(de)核心，其(qi)產業(ye)(ye)鏈環節密集，上游覆蓋通(tong)導監硬件(jian)設施(shi)供(gong)應商及數據服務商，經(jing)空(kong)(kong)管(guan)軟件(jian)集成商處理分析后，將相(xiang)關(guan)信息提供(gong)給下游飛(fei)行器及機(ji)場(chang)運(yun)營(ying)公司(si)。在低(di)空(kong)(kong)經(jing)濟政策、技術更新迭代(dai)的(de)(de)驅動下，空(kong)(kong)管(guan)系統(tong)(tong)需(xu)求量料(liao)將進(jin)一步(bu)擴(kuo)大，預計(ji)2027年低(di)空(kong)(kong)空(kong)(kong)管(guan)系統(tong)(tong)的(de)(de)整體建(jian)設規(gui)模有望達到(dao)280-560億(yi)元。當(dang)前，海外(wai)空(kong)(kong)管(guan)領(ling)域(yu)公司(si)業(ye)(ye)務涉(she)及面廣，技術成熟，積極布局無人機(ji)空(kong)(kong)管(guan)系統(tong)(tong)建(jian)設。國內市場(chang)中萊(lai)斯(si)市占率高，多家(jia)企業(ye)(ye)業(ye)(ye)務涉(she)及空(kong)(kong)管(guan)產業(ye)(ye)鏈上下游，應用自身優(you)勢拓(tuo)展低(di)空(kong)(kong)市場(chang)。建(jian)議重點(dian)關(guan)注各企業(ye)(ye)低(di)空(kong)(kong)空(kong)(kong)管(guan)領(ling)域(yu)產品(pin)技術發(fa)展和相(xiang)關(guan)的(de)(de)投資機(ji)會。